Microsoft Dynamics 365 for Finance and Operations has rich functionality for manufacturing companies. But the wide range of functionality may seem complex and can be a challenge for the user.
Advanced Production Control takes you to the next level of production functionality by offering:
Challenges in standard Microsoft Dynamics 365 for Finance and Operations
The list page "All production orders" displays the production orders and batch orders with the "status": Created, Estimated, Scheduled, Released, Started, Reported as finished or Ended. But finding out whether the production order is ready for the next step can require a lot of clicks.
The "remain status" displays the next activity, but does not tell whether the activity is possible to start.
The form "Current operations" shows which operations are started and for which operations material is needed, but does not .
If the form is filtered on a resource or operation, it is not visible whether the previous operation has been finished.
Generally, the production user wants to see at one glance:
And to accommodate for touchless ERP, automatic batch jobs should schedule, release, start the production order automatically at a suitable moment.
To verify this in standard Microsoft Dynamics 365 for Finance and Operations , it is necessary to open several additional forms and go to:
Advanced Production Control combines all the information above in the production list page in an additional field Order status and other fields, and is refreshed by pressing one button "Update status". It saves a lot of time for the production user.
Just press Update status to get the actual status.
You can filter on fully reserved orders, picked, current workcenter etc. and set up batch jobs with this filtering.
No setup required.
Production control > Periodic > Production order status update > Update order status
The production order field Order status is updated. This batch job is typically setup to run 1x per hour depending on the rhythm of the production. It traverses all actual production orders and batch orders (for formula items) and determines the current order status.
Use the field for setting up other batch jobs like production order Release and start to automate the administrative process.
Production control > Production orders > All production orders
Production control > Production orders > Delayed production orders
Production control > Production orders > Productions scheduled
Production control > Production orders > Productions started
Production control > Production orders > Productions released
In the ribbon tab Production order, group Production details, press Update status to retrieve relevant actual information from various sources.
Or set up a batch job (e.g. 1x per hour) in Production control > Periodic > Production order status update > Update order status
Field | Description | Remark |
Delayed | Checkmark that indicates that the delivery date is not possible: the countdown hours is less than the remaining time to finish | Action required on material supply, working hours or committed due dates |
Order status |
Icon and text to indicate the status of the production order |
|
- Asterisk |
- Created |
Production order is created manually. Remember to estimate beforer the MRP run, otherwise material demand is not taken into account |
- Red X |
- Material shortage |
Material shortage for production order that is on critical path. Remaining lead time > countdown hours and not all physical materials are reserved. Go to Production BOM |
- Red diamond |
- Delayed |
Replaced by a checkmark Delayed |
- Yellow triangle |
- Warning |
One or more components expected late |
- Green block |
- Ready to release |
All materials are available |
- Grey block |
- Wait for warehouse |
Production order is in a warehouse wave, raw material picking not started |
- Forklift |
- Picking materials |
Raw material picking in progress |
- Green circle |
- Ready to start |
All materials are picked |
- Black circle |
- Ready to subcontract |
Delivery note can be printed upon Start |
- Arrow → |
- Started |
Production order has started |
- Share |↗ |
- Subcontracted |
First not-finished operation is type Vendor and operation has started |
- Yellow ! |
- Not reserved materials |
Production order has started but some materials are not reserved. Go to production BOM |
- Checkmark |
- Reported as finished |
Production order is reported as finished. If all materials and hours are posted the production order can be ended. |
Allocated |
Allocated against on hand or pegged supply (dynamic plan) |
All physical materials for this production order and its sub-production orders (multi-level) are allocated in the dynamic plan against on hand or pegged supply |
Reserved |
All physical materials in the production BOM are reserved |
Best practice is to reserve all materials before releasing the production order. If materials are reserved upon release or start, check that all materials are allocated by dynamic plan |
Picked |
Raw material pick work ready and line stock at resource was auto-picked |
|
Countdown |
Number of hours to deadline (rounded down) |
The production order must be completed in n hours. See calculation logic below. |
Resource |
Current resource |
Resource on which the dynamic plan scheduled the current operation |
The Print Production order report button is added to the list page. This report with BOM and routing information for the current production order or batch order can be printed at any moment in the process.
Production control > Production orders > All production orders > Ribbon tab Production order > BOM
In the form Production BOM, new columns are added for a quick overview which materials are physically reserved, and if there is a confirmed receipt date on the reference purchase order line. This data is refreshed when Update status is executed on the list page All production orders.
Field | Description | Remark |
Allocated | All open transactions are allocated by the dynamic plan |
When reservation is auto-executed upon Release or Start: it is desirable that materials are allocated from on hand stock to this production order before the production order is released or started. |
Reserved |
All materials are physical reserved |
When reservation is manual, or auto-executed upon Estimation or Scheduling: it is desirable that materials are reserved before the production order is released or started. |
Confirmed |
Confirmed receipt date on the purchase order line |
There must be a direct reference from the production BOM line to the purchase order line. The reference is created upon Estimation when BOM line type = Vendor, or can be set by the master planning when the coverage group has type requirement. |
Production control > Operations > Current operations
Production control > Operations > Current operations for batch orders
In the form Current operations, the factbox Operation material displays a grid of the materials (standard Microsoft Dynamics 365 for Finance and Operations displays only the first material).
Additional columns
Field | Description | Remark |
Operation status | Icon and text to indicate the status of the production order operation |
Red: action required Yellow: attention required Green: ready for next step Grey: in progress |
- Red X |
- Waiting |
|
- Red diamond |
- Delayed |
Operation scheduled end time has passed |
- Yellow triangle |
- Delay warning |
Operation will probably not be finished in time |
- Green circle |
- Operation ready to start |
All operations for this production order with a lower number are finished |
- Right arrow → |
- Operation started |
|
- Checkmark |
- Operation finished |
Only visible if the form is filtered incl. Reported as finished |
The calculation of the Countdown hours depends on the demand order that is supplied by this production order:
If a reference to sales order line exists:
*) start time for calculating delays according to MRP parameter
If a reference to a main production order exists (socalled pegged supply by a sub production order):
If no reference to a sales order line or production order exists:
The remaining leadtime is calculated as the summarized setup and process times of the primary operations, and are always rounded up to full hours.
The countdown is always rounded down to full hours, based on 24 hours per day.
The countdown sequence is not necessarily equal to the scheduling sequence, because the scheduling takes into account resource capacity, and production order due date at the time of creation, but ignores any changes on the sales order ship date after the production order was created.
Use the countdown as an indication and sorting sequence which of the production orders need to be finished first.
The countdown is on the safe side, as long as the status is updated recently (e.g. every hour).
Examples:
Production control > Inquiries and reports > Purchasing components for production
In a make to order scenario, it is valuable for the account manager for the customer, or the supply chain manager to have a clear overview of all components and parts that are needed for the production.
This form displays concise information on the project, customer delivery name, order number and confirmed ship dates, together with all parts that are purchased directly for the related production order and the sub production orders.
Field | Description | Remark |
Production | Production order or batch order |
Project ID |
Project on the sales order |
|
Reference number |
Sales order or transfer order |
Filled if the production order is supplying a specific sales or transfer order, or a sub (sub..) production order supplies a production order that is supplying a sales or transfer order |
Delivery name |
Delivery name on the sales order |
|
Confirmed ship date |
Confirmed ship date on the sales order |
|
Reference production |
Main production order |
|
Reference level |
Main item number |
Main item |
Item to be produced |
Component status |
Icon and text for the component status |
|
- Asterisk |
- Created |
Purchase order document status = None |
- Hour glass |
- Wait for confirmation |
Purchase order sent, purchase order line has no confirmation date |
- Calendar |
- Confirmed on time |
Confirmed delivery date before raw material date |
- Yellow triangle |
- Confirmed critical |
Confirmed delivery date = raw material date |
- Red square |
- Confirmed delayed |
Confirmed delivery date later than raw material date |
- Red diamond |
- Delayed |
Confirmed date has passed without receipt, raw material date is after today |
- Red X |
- Material shortage |
Conmfirmed date has passed without receipt, raw material date was today or in the past |
- Site |
- Material received at dock |
Planned functionality 2025 |
- Green square |
- Material at work center |
Planned functionality 2025 |
- Black circle |
- Ready to subcontract |
Planned functionality 2025 |
- Half star |
- Quality |
Open or failed quality order exists on purchase order line or production order |
Item number |
Component item |
Item that is purchased and will be consumed |
Product name |
Component item name |
|
Estimated |
Estimated quantity |
|
Unit |
Unit for estimated quantity |
|
Raw material date |
Date on which the raw material is needed |
This date (and time) is used by the master planning |
Reference number |
Purchase order |
Vendor account |
Vendor |
|
Confirmed |
Confirmed date purchase order line |
|
Allocated |
Physical product allocated against on hand, or pegged supply by dynamic plan |
Reserved |
Physical reserved |
Question: | The order status is not actualized when the pick work is closed etc. |
Answer: |
Note that the field order status is actualized through the batch job or by pressing Update order status in the production order list page.
|
Feature | Introduced in version |
---|---|
|
10041.2409 |