Small and medium business | Business Central, N...

Add a checklist to Production Order

Like (1) Share

Report

Posted on 8 Aug 2024 21:00:59 by October Sky

310

Manufacturing question: A client wants to have a checklist (or a form) attached to a Production order and tick them off as they go through the different routings. How can this be faciltated, please.

Categories:

Dynamics 365 Business Central

All responses (4)

Answers (0)

Suggested answer

Jun Wang 7,651 Super User 2025 Season 1 on 09 Aug 2024 at 14:52:22

Like (1)

Report

Add a checklist to Production Order

you could use the routing list report which shows all the operations of a production order. You could add a new column to put in the required info
Suggested answer

Ben Baxter 5,579 Super User 2025 Season 1 on 09 Aug 2024 at 12:47:24

Like (1)

Report

Add a checklist to Production Order

The standard Prod. Order Routing has a Routing Status field, which is not shown by default. Could you use this as your Checklist?

The value is switched to "In Progress" when time or material is posted to a specific Operation. An Operation is marked as "Finished" when the "Finished" Boolean is set during Output posting in the Output Journal or Production Journal.

Best Regards,

Ben Baxter

Accent Software Inc
Suggested answer

YUN ZHU 80,273 Super User 2025 Season 1 on 08 Aug 2024 at 23:38:55

Like (1)

Report

Add a checklist to Production Order

Is this checklist (or a form) outside the system or inside the system?

If it is outside the system, you can create a report, print it out, then confirm it outside the system and finally upload it into the system as an attachment.

If it is within the system, as far as I know this requires customization. I suggest you discuss the detailed requirements with your partners.

Thanks.

ZHU
Suggested answer

Valentin Castravet 27,136 Super User 2025 Season 1 on 08 Aug 2024 at 21:54:24

Like (1)

Report

Add a checklist to Production Order

There are a few ways - you can create a custom report that's printed from a production order if you need the check list to be printed. Or you can simply add a boolean field to the routing page, or to the production journal page. When a step is completed, the boolean is marked yes. If you provided your requirements in more detail it would be easier to provide a recommendation.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/