Learning Path 3: Learn the fundamentals of Microsoft Dynamics 365 Supply Chain Management

Module 4: Describe the manufacturing process

Lab 3.2: Create a production order

Objective

Production orders help to initiate the production process in Supply Chain Management. In this lab, you become familiar with the user interface and functionality of the Production order form. Also, you learn how to create and process a production order by the end of the exercise.

Lab steps

  1. On the Dynamics 365 Supply Chain Management home page, in the top right, verify you’re working with the USMF company.

  2. If necessary, select the company and from the menu, select USMF.

  3. In the left navigation pane, select Modules > Production control > Production orders > All production orders.

  4. On the top menu, select New production order and enter following data.

    • Item number: D0002

    • Quantity: 10

    • Site: 1

    • Warehouse: 11

    • Delivery: [select a date one month from today’s date]

    • BOM number: D0002BOM

    • Route number: 000004

  5. Select the Create button.

A new production order is created for 10 quantities of the item D0002.

  1. Select Production order (action pane menu) > Process > Estimate.

  2. In the Estimation dialog box, select Standard in the Profit-setting field, select the References field, and select the OK button.

The Status of the production order will change to Estimated.

  1. Select Schedule (action pane menu) > Production order > Schedule operations.

  2. In the Operations scheduling dialog box, select Forward from today in the Scheduling direction field and select the OK button.

  3. Select View (action pane menu) > Related information > Capacity reservation.

  4. Verify the new records created on the Capacity reservation page.

  5. Navigate back to the All production orders page. Note that the Status of the production order changes to Scheduled.

  6. Select Production order (action pane menu) > Process > Release.

  7. In the Release dialog box, select the References field and select the OK button.

  8. The Status of the production order will change to Released.

  9. Select Production order (action pane menu) > Process > Start.

  10. In the Start dialog box, select the General tab.

  11. On the General tab, enter the following.

    • Date: Today’s date

    • Quantity: 10

    • Start production: YES

    • Post route card now: NO

    • Post picking list now: NO

  12. Select the OK button.

The Status of the production order changes to Started.

  1. Select View (action pane menu) > Journals > Picking list.

A new picking list journal is created with three lines.

  1. Post the picking list journal.

If required, select OK on Post journal window.

  1. Navigate back to the All production orders page and select View (action pane menu) > Journals > Route card.

A new route card journal is created with three lines.

  1. Select the Operation completed field in all three lines and post the route card journal.

  2. Navigate back to the All production orders page and select Production orders (action pane menu) > Process > Report as finished.

  3. In the Report as finished dialog box, enter 10 in the Good quantity field. Select the End job field and select OK.

The Status of the production order changes to Ended. The stock of the item D0002 increases by 10 in site 1 and warehouse 11.

  1. Select Manage costs (action pane menu) > Calculations > View calculation details.

Note the final costing of the manufactured item on the Overview costing tab.