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Add a checklist to Production Order

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Posted on by October Sky

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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.

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Dynamics 365 Business Central

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Valentin Castravet 31,340 Super User 2025 Season 2 on at

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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/

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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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

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Ben Baxter 6,575 Super User 2025 Season 2 on at

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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

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Jun Wang 8,200 Super User 2025 Season 2 on at

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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

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