D365F&O | Process Manufacturing | Orange Juice Batch Order

Hi All,

I hope you gone through the blog series written specifically for Processing manufacturing Prerequisite setups and configurations. The series will help to understand the basic setups to implement the Production environment for Process manufacturing. 

Once all the prerequisite setups are completed, we can start processing the Batch order to produce the Orange juice. We need to perform the following steps 

• Create the batch order
• Estimate the batch order
• Perform the Job Scheduling for the batch order
• Release the batch order
• Start the batch order, this will create the auto-picking list and routes for the operations
• Perform report as finished for the job order
• End the job order

Below is the step by step process to execute the batch order in D365F&O

Create the Batch Order

Click new batch order and select the item P9000(100% orange juice from concentration). The system will automatically pick the default approved and activated formula and route for the finished good item. 

Select the site and warehouse - The finished good item will be manufactured and after the quality inspection, the item will be moved to this selected warehouse. 

Once the business user will press ok, production order will be created. 

Production order status: Created

Inventory transaction status: Ordered 

Batch Order - Formula Lines

Below are the ingredients which will be used to manufacture the finished good items. The formula status must the approved and activated before to create the batch order. 

The formula version will be approved and activated once all the lines are created for the formula.  The site defined in the formula version will restrict the use of formula for this specific site. 

All the ingredients will be defined in the formula lines. Create new and select the item, warehouse, quantity and per series value. 

The warehouse selected in the formula lines will be used to consume the item from this location at the time of production picking. 

Routes

First, click new and enter the Version number for the route, in the name field enter the description for the route. Also, enter the site, from and to date and from quantity for the Route version. 

Estimate the Batch order

Click the Estimate button and run the estimation for the production order. 

After posting the estimation, 

• Production order status: Estimated
• Inventory transaction status: Finished Good: Ordered; Raw material: on order 

Once the production order is estimated, the business user can view the price calculation form for the estimated quantity and cost. In the price calculation form, Type can be Production for the finished good item, Type item will be for the ingredients that we will consume and Type process are the operations which we defined in the routes.    

Job Scheduling 

Once the production order is estimated, the next step is to schedule the batch order. 

Run the job scheduling, select the scheduling direction forward from today. Mark the check YES for finite capacity. Press ok and the system will schedule the job for the resources. 

After posting the job scheduling, 

• Production order status: Job scheduled 
• Inventory transaction status: Finished Good: Ordered; Raw material: on order 

In the capacity reservation form, the business user can view the resources scheduled for the job. Job scheduling will perform the scheduling for the resources by date and time. 

Release

Now click Release and release the batch order, press ok.

Production order status: Released

Inventory transaction status: Finished Good: Ordered; Raw material: on order 

Start 

Once the batch order is released, the next step is to start the batch order. 

Click start and press ok. Starting the batch order will create the picking list and route card for the batch order. The system will also create and reserve the picking list items by batch number. The batch number will be reserved based on the FIFO principle.  

Picking list for the batch order will be created and items are reserved against the batch number. The business user will post the picking list. Once the picking list posted, realized cost will be posted for the production price calculation. 

After posting the picking list the inventory status for the ingredients will be "Deducted"

Post the Route Card

After posting the picking list, post the route card for the batch order. 

Post Registration 

The next step is to register the finished good item. Enter the batch number for the finished goods. Once the registration is done the inventory status will be Registered. 

Report As Finished

After registration, post the report as finished. The finished good item status will be "Received" and quality order is generated for the production order. The item is available physical in inventory but the inventory status will be "Unavailable" as the items are blocked against the quality order. 

End

Once the batch job status is Ended, the finished good status will be Purchased. Business user can't revert the status of the production order at this stage. Financial cost will be posted for the batch order.

If you have any question related to this blog feel free to contact.

Cheers!

Best Regards,

Ali Danish

Microsoft D365F&O Consultant