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Microsoft Dynamics® AX Warehouse Processes for Batch Orders

Last Updated: November 2014

2 SCM Demo Script - Warehouse Processes for Batch Orders

AX 2012 R3 / Version 1.0.0


Contents

Introduction 4

Audience 4

Scenario 4

Before you begin

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Overview 5

Demo: create batch order and release it to warehouse 8

demo: use mobile device to register warehouse work 10

John, the warehouse worker, moves the materials to the production input location,

and uses his mobile device to make the registrations 10

Demo: starting the production order and consuming material 18

Demo: Report the products as finished and move them to location for finished products 20

Demo: indicating that the batch order is finished 26

demo: reporting the batch order as finished 27

Disclaimer

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INTRODUCTION

This document is a demonstration examining how Microsoft Dynamics AX2012 R3 supports

warehouse processes for batch orders. The primary objective of this demo script is to provide

the user with an overview of the support for warehouse processes for batch orders in Microsoft

Dynamics AX2012 R3

AUDIENCE

The business decision maker (BDM that you present to), will find value in this script if they are

challenged with the following tasks:

Staging pallets of materials to the Production input location by the use of warehouse

work

Picking materials by the quantity of actual demand by the use of warehouse work

Executing Warehouse work by the use of an application running on a mobile device

Picking batches of material in FEFO (First Expiration First Out), order

Performing over-and-under consumption of materials to batch orders

Reporting batches of products (Co- By and Main-product), as finished and moving

these batches to their finished location by the use of warehouse work

SCENARIO

This script walks through the following modules:

- Production Control

- Warehouse management

DEMO PRESET CONFIGURATION: This script was written to work with the Microsoft Dynamics AX 2012 R3 CU8 Virtual Machine

(VM). Make sure that the VM is up and running and that you have logged on. The script

addresses key pain points and challenges that different roles might face. However, the demo

can be completed as the system administrator.

Domain: CONTOSO

User: Administrator

Password: pass@word1


OVERVIEW

In the company USPI, products for producing Pellets are setup. These products are part

of a formula where the ingredients are prefixed with MW and the finished products are

prefixed with PW

The Extrude and Cut operation is consuming Polypropylene and Rubber and the remaining ingredients are

consumed at the Mixer operation.

The materials Polypropylene, Rubber and Talc are all staged from the warehouse locations to the location at

the production shop floor. When staging materials warehouse work is moving the full quantity of the picked

license plate to the production input location where the material is going to be consumed by the route

operation

The materials Additive and Pigment are not setup to be staged but are picked in the quantity requested by the

batch order. Warehouse work is also moving these materials to the production input location where the

materials are going to be consumed by the route operation


The following tables give an overview of the raw material inventory before starting the warehouse processes that

move the materials to the production floor.


Scenario

Pellets are produced from batch orders with a standard order quantity of 1.000 lbs and reported in lbs Pellets

require five ingredients: Polypropylene, Rubber, Talc, an Additive, and Pigment. Before starting a batch order,

Polypropylene, Rubber and Talc are staged in pallets from the bulk locations to the production line, and batches of

these materials are consumed in FEFO order. The Additive and Pigment are not staged but picked in the quantity

required by the batch order, and batches of these materials are also picked in FEFO order. The quantity consumed

is weighed and there will be some variation in the quantity compared to the estimated amount. So there will be an

over or under consumption of the materials within an allowed tolerance.

The pellet production has the following two Co-Products: Chips and Blocks, and one By-Product called Slag.


DEMO: CREATE BATCH ORDER AND RELEASE IT TO WAREHOUSE

Scenario and background:

A batch order is created and scheduled to meet a specific customer demand. After the batch order has been

scheduled, Lars, who is the Shop Floor Supervisor, checks that all materials are on-hand for the batch. He

releases the batch order to the warehouse.

1. Click Production control > Common > All

production orders

2. In the New group on the Production order

tab, click Batch order to create a batch order

3. Select item: PW4000

4. In the field Reservation, click Release

Select: Create

5. In the Process group on the Production order

tab, click Estimate

6. In the Production order group on the

Schedule order tab, click Schedule jobs

7. In the Process group on the Production order

tab, click Release

Note: In the Release step a production wave is

created. Work is automatically created and

processed under the wave, as this has been set

up in the wave template.


8. In the Warehouse management group on the

Production order tab, select Work details to

verify the details of the work that has been

generated

Note: The Work details form is found under the

Warehouse management tab in the production

order details form. In this form you can see that

two works has been created. The work has been

split per operation that consumes the material in

this case operation 10 and 30. In this case the

first work suggest to move Polypropylene and

Rubber from bulk locations to the production

input location EXT-01. This input location is

determined from the operation setup to

consume the material, in this case operation 10.

The input location is setup on the resource group

or the relation between the resource group and

the resource. If no input location can be found

from the operations then a default input location

for the warehouse is used.

The materials: Polypropylene, Rubber, and Talc

are staged in pallets to the production input

locations. The pick locations are determined by

the FEFO principle, which has been setup as a

strategy for picking in the Production Raw

Material Location Directive.

In the Work details form you can for example see

that a work line is suggesting to pick rubber from

location BULK-202, because this location contains

the batch of rubber B00005 that expires first.


DEMO: USE MOBILE DEVICE TO REGISTER WAREHOUSE WORK

John, the warehouse worker, moves the materials to the production input location, and uses his mobile

device to make the registrations.

1. Log in to the mobile device: Insert User ID = 15

and Password = 1 and click Login

Note: This form emulates the application that runs

on the mobile device that the warehouse worker is

using in the warehouse.

2. Select Production

Note: You will now see the Main menu for the

mobile device.


3. Select Production Pick

4. Enter the identification of the first Work which

can be found in the work details form

5. Select OK

6. In the LP field, enter 1002, which is the

identification of the handling unit on location

BULK-102

7. Select OK




BULK-104

9. Select OK



BULK-103

11. Select OK




BULK-101

13. Select OK



BULK-202

15. Select OK

16. Select OK

Note: Location EXT-01 is the production input

location setup for operation 10 Extrude & Cut. This

location has been setup on the relation between the

resource group, defined in the resource requirements

of the operation, and the applicable resource for the

operation


17. Enter the identification of the second Work

which can be found in the work details form

18. Select OK



BULK-300

20. Select OK


21. In the Batch number field, select B00008

22. Select OK

23. Select OK

Note: Here it is confirmed to pick the remaining 9

lbs. on the last batch B00009 from location PICK-

100


24. In the Batch number field, select B00011

25. Select OK

Note: The user is not warned that an older batch

already exists at location PICK-200. In the table

below, you can see that batch B00010 expires

before B00011


26. Select batch B00010 from the Batch number

field

27. Select OK

28. Click OK

Note: In this step the user confirms that all of the

picked materials are moved to the production input

location

Location MIX-01 is the production input location

setup for operation 30 Mixer. This location has been

setup on the relation between the resource group,

defined in the resource requirements of the

operation, and the applicable resource for the

operation


29. The user is informed that Work has been

Completed

30. In the Warehouse management group on the

Production order tab, select Work details to

verify that the work has the Closed status

DEMO: STARTING THE PRODUCTION ORDER AND CONSUMING MATERIAL

The materials for the batch order are now located at the production input location 002. The order

can now be started, and the consumption of materials for the order can start. In this scenario there

will be a variation in the consumption of the staged materials Polypropylene and Rubber, compared

to the estimated formula quantities. In process industries it is quite normal to have a variation due

to, for example, a variation in the density of the ingredients as a function of the outside

temperature. It can, for example, vary from a hot summer day to a cold winter day.

1. Go to the batch order details page:

Production control > Common >Production

orders

2. Select the batch order

3. Select the Start button in the action pane

under the tab Production order and Field

group Process


4. Make sure that the field Post picking list now

is unmarked

5. Select OK

Note: Starting the batch order with this setting

will bring the batch order to the status Started

and create an un-posted Production picking list

journal with the production bill of material lines.

6. Open the production order picking list journal

lines: Picking list > View > Journals > Lines

7. Adjust the Consumption of the batches

B0001, B00005 and B00006

Note: It is quite normal that there is an over or

under consumption of materials during

production in process industry due to

environmental factors for example humidity.


8. In the Action pane, select Post to post the

journal

DEMO: REPORT THE PRODUCTS AS FINISHED AND MOVE THEM TO LOCATION

FOR FINISHED PRODUCTS

As the batch order is finished the quantities that are produced of the formula item (Pellets), and the

additional co and by-products, are reported as finished and put-away by the warehouse worker.

1. Open the Mobile device menu

2. Select RAF and Put-away


3. In field Prod Id enter the Batch order number

4. Select OK

5. In field Item Id select item number PW4000

6. Select OK


7. In field Qty adjust the quantity from 100 lbs

to 990 lbs, as the production did not realize

the planned quantity

8. In the Batch field, select batch number 4711-

01

9. Select OK

Note: The license plate number in the LP field is

set up to be auto-generated for this process.

10. In the Location field, insert FL-001, which is

the location the produced batch for item

MW4000 is put-away to

11. Select OK


12. Repeat the same steps for the co-product

PW4001


13. Repeat the same steps for the co-product

PW4002


14. Repeat the same steps for item PW4003

Note: All the products are not reported as

finished. In this scenario all the products are

reported to the same location FL-001, but it can

be set up in the Location directive that the

different items must be stored in locations in

different areas of the warehouse.


DEMO: INDICATING THAT THE BATCH ORDER IS FINISHED

1. Select Last Pallet on the mobile device

2. Insert the batch order number in the Prod

Id field

3. Select OK

4. Select OK again to Confirm

Note: Before selecting Last Pallet, you will

see the remaining 6 lbs of Polypropylene that

has not been consumed, (this product was

under-consumed). This quantiy has the status

of Picked


After selecting Last Pallet, the 6 lbs have the

status of Ordered, which means that this quanity

is now available on the production input

location.

5. If the Warehouse management fast tab

is opened on the production details form,

it can be verified that the Last license

plate field has been marked by

performing the Last Pallet option. This

field can be used to identify which orders

are ready to be closed as a back office

operation.

DEMO: REPORTING THE BATCH ORDER AS FINISHED

The batch order can now be reported as finished. In this step the final quantities of raw materials

that were consumed, and the quantities that were reported as finished are settled.


1. Select Report as Finished under the

Production order tab in the Process

group

2. Select Default values and make sure that

the End job and Accept error

checkboxes are selected

3. Select Insert all

4. Click OK

5. In the Good quantity field, set all values

to 0 (Zero)

6. Click OK

Note: By removing the quantities, we

indicate that we are not producing quite as

much as we expected, and the batch orders

will be closed with this reduced quantity

7. The Batch order is now completely

reported as finished


DISCLAIMER © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft Dynamics

and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other

countries. Other names and brands may be claimed as the property of others.

The information herein is for informational purposes only and represents the current view of Microsoft

Corporation as of the date of this presentation. Because Microsoft must respond to changing market

conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot

guarantee the accuracy of any information provided after the date of this presentation.

Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE

RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN

THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY

INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended

for use in medical, life-saving, or life-sustaining applications.

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processes in a way that helps you drive business success.

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