Rework Batch Orders in Microsoft Dynamics 365 for Finance and Operations

By - April 19, 2019

This article will discuss reworking a batch order in Microsoft Dynamics 365 for Finance and Operations.

Before we get started, we need to define “reworking a batch order” in the system.

The typical scenario goes like this: a batch order is created and produced. After finishing, testing determines that the product does not meet specifications, and the order is able to be fixed by adding something to the completed batch.

The scenario that we’re going to examine is from Contoso Orange Juice. In this scenario, we will run a batch order for Concentrated Orange Juice Extract. After completing the batch, analysis will show that it is deficient in Vitamin C. To fix the problem, we will add a product (a Vitamin C additive) to the completed batch in order to meet the required quality standards.

Let’s take a look at the formula and route.

Product information management > Bills of materials and formulas > Formulas

As you can see in this screenshot of the Formulas form, this formula uses Pure Orange Juice Extract, along with several additives. The Vitamin C content comes from product P6000, and it will be tested after the production to see that it meets standards.

Now let’s take a look at the route for the product. There are two steps in the route, which is mixing the orange juice with various additives.

Production control > All routes

To get started with our scenario, we create the batch order, as shown in the screenshot below.

For this scenario, I have entered the item number to be produced (P7000) and accepted the defaults for all other fields.

Next, we schedule and complete the production order. The screenshot below shows the batch being reported as finished into batch 200-11.

After being reported as finished, the batch is tested and is determined to be deficient in Vitamin C. To fix this, Contoso’s team of scientists decide to add 40 lbs. of product M8004 (a Vitamin C additive) to the finished batch.

To take this step, we create a rework batch order. The screenshot on the left shows the batch order before we set the Rework batch toggle to Yes. The screenshot on the right shows how the form changes once the rework is indicated.

Notice in this rework batch order that I have selected the Batch number that was completed earlier (200-11) and that the columns on the right have been set to the defaults if the Rework batch toggle is set to No.

Once the Rework batch toggle is set to Yes, the fields in the right column are greyed out. This is because the normal formula and route does not apply to a Rework batch.

Once we create the Rework batch, we need to add the 40 lbs. of Vitamin C additive. To do that, we click on the Formula option on the All production orders form, as shown in the screenshot below.

On this form, the first thing you will notice is that only formula line is the batch of finished product from the original batch order (200-11).

Now we add a line for the Vitamin C additive item number M8004. The screenshot below shows the additional line in the formula.

 

Because the Rework batch does not use the original route, we will create a specific route just to add the step for adding the Vitamin C additive to the original batch. When we click on the Route option on the All production orders form (as shown in the screenshot below), we can add a route with one step: mixing the Vitamin C additive into the original batch.

 

The screen shot below shows the route details of the rework batch.

From there, we would go on to estimating and starting the Rework batch order, following the normal batch order procedures. After that, our corrected product is ready to ship.

Learn More:

Want to learn more about Dynamics 365 for Finance and Operations? Visit academy.rsmus.com for eLearning courses and information about our hosted training classes in Denver! Or contact our Microsoft Dynamics experts at RSM (855) 437-7201.

Howard LeCover

 

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