Waris Khan

Purchase Order Product Receipt and Vendor Invoice Posting in Microsoft Dynamics AX 2012 R3 In  Microsoft Dynamics AX 2012 , when a purchase order is product receipt and vendor invoice updated for stocked items, there are two accounting processes and resulting entries which occur: The accrued liability is updated (new feature in AX 2012) The inventory cost is updated (available in AX 2009) To enable these accounting processes, two new posting types are available and a main account must be specified for each: Purchase expenditure, un-invoiced: This posting type is used to accrue the liability and product receipt amounts when a purchase order is product receipt updated. Purchase expenditure for product: This posting type is used to offset the liability and inventory amounts when a purchase order invoice is updated. The accounts for these posting types can be specified in the Posting form (Inventory and Warehouse management> Setup>Posting>Posting) and on...

Co-products & By-Products: What they are and how to ensure accurate tracking & costing. Co-product and by-product management is critical in food manufacturing and more specifically the meat industry.  Regularly clients approach us seeking functionality to help them efficiently manage, track, and account for the costs of multiple outputs from a single production run.  So a beef sub-primal would output various sizes of steaks (co-products) and various by-products: stew, trim, etc.  Unfortunately, it is all too common that the ability to do this is lacking in many off the shelf ERP applications that are utilized by food manufacturers. So what are co-product and by-products A manufacturing process can yield several products, especially in the meat industry. These products are called co-products and by-products. But, what is what? Co-products are necessary secondary goods that are generated during the manufacturing process and can be sold or reused profitably. ...

Production journal types The journal types that are used in production are as follows: Picking list  - This journal is a record of the raw materials that are drawn out of inventory. Route card  - This journal is a record of the route consumption. Job card  - This journal is a record of the operations resource consumption using feedback job cards. Reported as finished  - This journal is a record of all items that are finished. Production journals and lines Production journals are divided into two components: the journal itself and the journal lines or actual journal records. Journals  - The production journal contains information that pertains to all entries. This information includes the journal type, name, and number; and, it collectively identifies which journal you are working with.   A production journal can also contain information such as status, the method that was used to post information, whether negative deduction is permi...

In Operation and Job Scheduling in Dynamics AX 2012, there are four options for sorting the order in which AX schedules production orders. 4 Options for Sorting Orders in Dynamics AX Ascending item level, delivery date Descending item level, delivery date Priority – delivery date Status – scheduled start The first three scheduling options below start with the delivery date of the production order. Orders with the earliest delivery dates are scheduled first. If multiple production orders have the same delivery date AX will sort the production orders as outlined below. Ascending item level and Descending item level use the BOM level to determine the scheduling order Ascending item level, delivery date  will schedule items from the lowest BOM level to the highest. Finished goods are scheduled before Semi Finished goods (BOM items that are consumed by other BOMs). In the example below, a Finished Good and a Semi Finished Good are being scheduled with the same deli...

Order picking  methods are defined in terms of: (a) pickers per order - the number of pickers that work on a single order at one time; (b) lines per pick - the number of orders a single item is picked for at one time; and (c) periods per shift - the frequency of order scheduling during one shift. Order Picking Methods Include : 1. Discrete Order Picking   The most common type of order picking because it is basic and simple to understand. When employing a discrete order picking methodology, one order-picker picks one order, one line at a time.  Additionally, there is only one order scheduling window during a shift. Therefore, orders are not scheduled and may be picked at any time on a particular day. The advantages of using this method of order picking are:  simplicity, ideal for paper based picking, provides fast response time for order fulfillment and can easily track order picker accuracy.  However, this is the least efficient methodology as i...

The Warehouse Picking Process can be accomplished numerous different ways.  One of the methods provided in Dynamics 365 for Finance and Operations ERP is called Cluster Picking – a very attractive, efficient option for the Warehouse Manager to choose. Cluster Picking, in a nut shell, is a process performed on a mobile device, with released work orders which are “clustered” together using a Cluster Profile (described below). In this blog, we will review the setup required in support of Cluster Picking. Cluster Profile A Cluster Profile contains the parameters used when creating clusters. Parameters include: Should Cluster ID’s be generated automatically? Should positions be assigned? How many Positions are required? How should the positions be named? What Sort order should be followed? Should verification be required? When should the Cluster be broken? Let’s clarify some of the terms used in Cluster Picking: Cluster  – the group of work orders grouped...

Location, Location, Location! That classic real estate adage definitely holds true for picking in Dynamics AX 2012 R3 Warehouse Management. You get your location profiles, locations, location directives, and work templates all set up, only to find out when you release an order to the warehouse, your pick and put work transactions are missing locations. Tips and tricks to troubleshoot missing or incorrect locations on outbound picking work. From my experience, it always seems to work best by starting with the basics: Location profile ID : Verify the Location to be used on the work transaction is associated with the correct Location profile ID. ( Warehouse management > Setup > Warehouse setup > Location profiles and Warehouse management > Setup > Locations ) Work classes – Valid put location types : Check the Work class that’s associated with the Work template to verify all valid put location types are listed. ( Warehouse management > Setup > Work ...