Integration with Production Scenarios

The Production Follow-Up extension is designed to work alongside the Production Scenarios app, allowing users to manage and track different process types directly from the dashboard. This integration ensures that process type changes, scenario validations, and related actions are seamlessly available for each production order line.

Setup

• New fields: The Production Follow-Up page is extended with a new, non-editable Process Type field for each production order line. This field is inherited from the Production Order Line and specifies the selected process type.

Actions

• Change Process Type: A new action, Change Process Type, is available on the Production Follow-Up dashboard. This action allows users to change the process type for one or more selected production order lines. When activated:
  • A wizard page prompts the user to select a new process type from the Process Type table.
  • The system updates all selected lines, referencing the Production Scenario table for each item/variant/location/date to update Production BOM, BOM Version, Routing Code, and Routing Version accordingly.
  • If any selected item/variant does not have the chosen process type in its scenarios, the system displays an error and rolls back all changes.
• Family Production Journal: A new action, Family Production Journal, is available and opens the Family Production Journal filtered by Production Order. This action is only enabled for production orders with Source Type = Family.
• Post Ref. Item Intermediate Consumption: This action allows posting intermediate consumption for the reference item on family production orders. It is only enabled for released production orders with Source Type = Family.

Business Rules

Process Type Inheritance: When splitting a production order, the process type from the header and lines is inherited by the new production order.

Change Process Type Validations:

• The action works for multiple lines, but all must be eligible (no posted ledger entries).
• If any line has posted ledger entries (item, capacity, warehouse), the system shows an error and rolls back all changes.
• If the process type is changed for a line with Source Type = Family, but the new process type is not allowed for families, an error is shown.
• If components have item tracking defined, the user must delete existing item tracking before modifying or deleting the component.

Reference Item and Location Validations:

• All lines marked as Reference Item must have the same item and location. If not, the system shows an error and prevents the action.
• If a reference item already has a posted consumption movement, the system prompts the user to confirm before proceeding.

Journal Actions:

• The Family Production Journal is only accessible for released production orders with Source Type = Family. If attempted for other types, an error is shown.
• The standard Production Journal cannot be used for Family source types, and vice versa.
• The Post Ref. Item Intermediate Consumption action is only available for Family source types.