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Booklet - Knowledge Transfer (Production Process)

The document outlines the process for creating, estimating, releasing, starting, tracking inventory, and ending a production order in Dynamics 365. It describes selecting a production order template, creating a production order, estimating and releasing the order, starting production and posting the picking list to track inventory, reporting the order as finished, and ending the completed production order.

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kr__santosh
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29 views

Booklet - Knowledge Transfer (Production Process)

The document outlines the process for creating, estimating, releasing, starting, tracking inventory, and ending a production order in Dynamics 365. It describes selecting a production order template, creating a production order, estimating and releasing the order, starting production and posting the picking list to track inventory, reporting the order as finished, and ending the completed production order.

Uploaded by

kr__santosh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 14

Contents

Production Order – Process.....................................................................................................................2


Production Order Creation......................................................................................................................3
Select Template...................................................................................................................................3
Production Order List..........................................................................................................................3
Production Process – Estimate................................................................................................................7
Production Process – Release..................................................................................................................8
Production Process – Start......................................................................................................................9
Inventory Transaction – Post Picking List.............................................................................................9
Inventory Transaction – Reported as Finish.......................................................................................12
Production Process – END.....................................................................................................................13

1|Page
Task Production Order Process
Path Production controlCommonProduction ordersAll production orders

Production Order – Process


Action Path Button
Edit Production controlCommonProduction
ordersAll production orders

Tab: Production Order


Action Pane: Maintain
Estimate Estimate Production Order

Tab: Production Order


Action Pane: Process
Release Release Production Order

Tab: Production Order


Action Pane: Process
Start Start Production Order

Tab: Production Order


Action Pane: Process
Report as Finish Complete Production Order

Tab: Production Order


Action Pane: Process
End Close Production Order

Tab: Production Order


Action Pane: Process

2|Page
Production Order Creation
Select Template

Production Order List

3|Page
Create Production Order (Fill follwing information)
Item Number
Quantity

Action Message

4|Page
Click Create

5|Page
6|Page
Production Process – Estimate

7|Page
Production Process – Release

8|Page
Production Process – Start

Inventory Transaction – Post Picking List


Path: Production controlCommonProduction ordersAll production orders
Tab: View

9|Page
Action Pane: Journal
Button: Picking List

Go to Line
Information to Provide:
Inventory Dimension (Warehouse/ Product Variant)
Financial Dimensions

Action: Validate the Production Journal

10 | P a g e
Action: Post Journal

11 | P a g e
Production Process – Start

12 | P a g e
Inventory Transaction – Reported as Finish
Path: Production controlCommonProduction ordersAll production orders
Tab: View
Action Pane: Journal
Button: Reported as Finish

Action: Validate the Production Journal


Action: Post Journal

13 | P a g e
Production Process – END

14 | P a g e

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