Microsoft Dynamics AX Support

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How to configure Bulk items into a Formula for a Packed Item and have MRP generate Planned orders for both

I’ve recently worked with customers whom are attempting to create Bulk item conversions into the Formula configuration for a Packed Item and have MRP have the capability to generate Planned Orders for both the Pack and the Bulk Item. As a result of this, I’ve documented the overall setup\configuration, as an example, in order to accomplish this scenario. Please take a look at the following example\scenario assumed from a Dynamics AX 2012 R3 CU11 environment:
1.  Login to USMF.
2. Create a new bulk item called BULK01 by taking the following steps:
a. Go to Product information management | Common | Released products.
b. From the Released products list page, click New | Product.
c. In the Create product form, enter the following:

Product type = Item
Product subtype = Product
Product number = BULK01
Product name = BULK01
Search name = BULK01
Item number = BULK01
Search name = BULK01
Item model group = FIFO
Item group = Audio
Storage dimension group = SiteWH
Tracking dimension group = None
Inventory unit = ea
Purchase unit = ea
Sales unit = ea
BOM unit = ea

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d.  Click OK out of the Create product form.
e. Back in the Released products list page, click on the BULK01 item, and then click Maintain | Edit.
f. In the Released product details form, expand the Engineer fast tab, and select ‘Formula’ in the Production type field.

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3. Configure a new formula for the BULK01 item by taking the following steps:
a. While still in the Released product details form, click the Engineer tab from the Action pane at the top, and then click Formula | Lines.
b. In the Formula line form, click the Create formula button.
c. In the Formula form, enter the following, and then click OK:

Formula number = BULK01
Description = BULK01
Site = 1

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d.  In the Formula line form, enter the following line:

Ingredient type = None
Item number = M9203
Warehouse = 11
Quantity = 1.0000
Per series = 1
Unit = ea

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e. At the top of the Formula line form, click the Approve button.
f. In the Approve version pop-up form, enter the following, and then click OK:

Approved by = 000027
Approve formula = mark this checkbox

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g.  At the top of the Formula line form, click the Activation button.
h. Close the Formula line and Released product details forms.

4. Create a new packed item called PACK01 by taking the following steps:
a. Go to Product information management | Common | Released products.
b. From the Released products list page, click New | Product.
c. In the Create product form, enter the following:

Product type = Item
Product subtype = Product
Product number = PACK01
Product name = PACK01
Search name = PACK01
Item number = PACK01
Search name = PACK01
Item model group = FIFO
Item group = Audio
Storage dimension group = SiteWH
Tracking dimension group = None
Inventory unit = box
Purchase unit = box
Sales unit = box
BOM unit = box

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d.  Click OK out of the Create product form.
e. Back in the Released products list page, click on the PACK01 item, and then click Maintain | Edit.
f. In the Released product details form, expand the Engineer fast tab, and select ‘Formula’ in the Production type field.

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g.  Close the Released product details form.

5. Create a Bulk Conversion for the BULK01 item\PACK01 item by taking the following steps:
a. Go to Product information management | Common | Released products.
b. From the Released products list page, click on the BULK01 item, and then click Maintain | Edit.
c. At the top of the Released product details form, click the Manage inventory tab, and then click Packaging | Bulk item conversion.
d. In the Bulk item conversion form, enter the following line:

Packed product = PACK01
Factor = 10.00
Numerator = 1
Denominator = 1
Packed unit = box
Bulk item = BULK01
Bulk unit = ea
Rounding = To nearest

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e.  Close the Bulk item conversion form.

6. Create a new formula for the PACK01 item that has the BULK01 item as a Bulk item by taking the following steps:
a. Go to Product information management | Common | Released products.
b. From the Released products list page, click on the PACK01 item, and then click Maintain | Edit.
c. In the Released product details form, click the Engineer tab from the Action pane at the top, and then click Formula | Lines.
d. In the Formula line form, click the Create formula button.
e. In the Formula pop-up form, enter the following, and then click OK:

Formula number = PACK01
Description = PACK01
Site = 1

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f.  In the Formula line form, add the following line:

Ingredient type = None
Item number = BULK01
Warehouse = 11
Quantity = 10.00
Per series = 1
Unit = ea

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g.  At the top of the Formula line form, select ‘BULK01’ in the Bulk item field.

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h.  At the top of the Formula line form, click the Approve button.

i.  In the Approve version pop-up form, enter the following, and then click OK:

Approved by = 000027
Approve formula = mark this checkbox

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j.  In the Formula line form, click the Activation button.
k. Close the Formula line and Released product details forms.

7. Create a new Sales order for the PACK01 item by taking the following steps:
a. Go to Accounts receivable | Common | Sales orders | All sales orders.
b. From the All sales orders list page, click New | Sales order.
c. In the Create sales order form, select ‘US-003’ from the Customer account drop-down field.
d. In the Create sales order form, expand the General fast tab, and select ‘1’ in the Site field, and ‘11’ in the Warehouse field.

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e. Click OK out of the Create sales order form.
f.  In the Sales order form, enter the following line:

Item number = PACK01
Quantity = 1.00
Unit = box
Site = 1
Warehouse = 11
Unit price = 1.00

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g. Save the sales order.

8. Run MRP to create Planned Batch orders for the BULK01\PACK01 items by taking the following steps:
a. Go to Master planning | Periodic | Master scheduling.
b. In the Master scheduling form, select ‘StaticPlan’ from the Master plan field, and then click OK.

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At this point in time, you will see that you have a Planned Batch Order for the BULK01 Item and also a Planned Batch Order for the PACK01 Item. These Planned Batch Orders can be then consolidated and grouped together and eventually firmed into actual Batch Orders.

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