Production Follow-Up Dashboard

The Production Follow-Up feature is the central dashboard for monitoring and managing the progress of released production orders in real time. It provides a comprehensive, visual overview of each production order line and its related components, enabling operators and managers to track progress, analyze consumption, and respond quickly to issues. The dashboard integrates key metrics such as quantities produced and consumed, progress indicators, machine status, shift-based output, and detailed component tracking—all in one place

Production Follow-Up goes beyond standard Business Central functionality by offering interactive dashboards, actionable status badges, and seamless integration with related manufacturing extensions.

Setup

Accessing the Dashboard

  • The Production Follow-Up dashboard is available for all released production orders with routing lines.
  • Users can access the dashboard directly or via filtered views using Production Follow-Up Filters.

Each production order line in Production Follow-Up contains key information for analysis:

Field Description
Starting and Ending Date/Time The scheduled or actual start and end times for each production order line.
Due Date The target completion date for the production order line.
Progress Status Indicates the current state in terms of estimated time versus actual time spent (e.g., Not Started, In Progress, Completed, Delayed) of the order line.
Output and Consumption Follow-Up Shows progress of produced and consumed quantities, with color-coded progress bars for quick assessment.
Quantity, Finished Quantity, Remaining Quantity Displays the total quantity to be produced, how much has been completed, and what is left.
Units Produced per Hour Calculates and displays the average number of units produced per hour for performance analysis.
Assigned User, Location, Bin Identifies the responsible user, storage location, bin, and other key information for each order line.

It also includes Component Tracking. For each production order line, a dedicated Components page displays the progress and consumption of all related components. This includes:

  • Flushing Method
  • Prod. Order No. and Line No.
  • Line No. (component line)
  • Item No., Variant Code, Description
  • Location Code, Bin Code
  • Consumption Follow-Up (%)
  • Quantity per, Expected Quantity, Remaining Quantity
  • Actual Consumption (Qty)
  • Unit of Measure Code

Key Actions

Production Follow-Up provides a suite of actions to enable dynamic production analysis:

Action Description
Refresh Updates the dashboard to show the latest production order and component information.
Change Status Allows users to update the status of a production order (Finished).
Split Production Order Enables users to divide a production order line into separate orders for flexible scheduling and management.
Previous/Next Period Let users move between different timeframes or periods to review historical or upcoming production data.
Change Machine Status Updates the status of a machine or work center (e.g., Setup, Running, Paused, Finished) for process control.
Machine Progress Status Displays detailed progress and transitions for each machine or work center operation.
Journals (Consumption, Output, Production) Opens related journals for reviewing or posting consumption and output entries.
Comments, Statistics, Routing, Components Provides access to supporting details and documentation for each production order line.
Entries (Item, Capacity, Warehouse, Value, Time) Provides access to detailed records of production activities, including time tracking, capacity usage, inventory movements, value postings, and warehouse transactions. These entries support audit, analysis, and traceability for each production order line and its components.
Printing reports and labels Generates and prints reports or labels for production orders and components.

Progress Status

Purpose: To visually indicate the current state of each production order line, helping users quickly identify orders that are on track, delayed, or completed.

Behavior: Displays a badge (⏳ Not Started, 🔄 In Progress, ✅ Completed, ⚠️ Delayed) based on the comparison of actual vs. expected production time.

Validations: Progress Status % is calculated as (Actual Production Time / Expected Production Time) × 100.

Status badges are assigned as follows:

  • 0%: Not Started
  • 1–99%: In Progress
  • 100%: Completed
  • >100%: Delayed

Units Produced per Hour

Purpose: To provide a performance metric showing the average number of units produced per hour for each production order line.

Behavior: Automatically calculates and displays the value using finished quantity and total production time.

Validations:

  • Formula: Units Produced per Hour = Finished Quantity / Total Production Time (in hours)
  • Total Production Time is derived from time entries or capacity ledger entries.
  • Value is rounded to two decimal places.

Split Production Order

Purpose: Splits a production order line into two based on quantity.

Behavior:

  • Opens a request page to define split quantity.
  • Copies components, routings, tracking to new order.
  • Updates Production Folloe-Up view.

Limitations:

  • Not available for Family Orders.
  • Blocked if ledger entries or item tracking exist.
  • Only one line can be split at a time.

Production Follow-Up Filter FactBox

Purpose: To help users focus the dashboard on relevant production orders, dates, users, and component methods.

Behavior: Displays the active filter profile and criteria; allows users to edit or switch filters directly from the dashboard.

Validations:

  • Only admins can see and update all filter profiles; regular users can create and edit their own or company wide.
  • Filters can be edited directly on Production Follow-Up dashboard. After editing, dashboard is automatically updated.
  • A new filter set can be chosen directly on the factox.

Machine Status FactBox

Purpose: To provide users with a quick, real-time overview of the current machine or work center status for each operation within a production order line.

Behavior: The FactBox displays the following fields for each operation:

  • Operation No: The number of the production operation.
  • Type: Indicates whether it is a Work Center or Machine Center.
  • No: The identifier for the Machine or Work Center.
  • Machine Status: The current status (Setup, Running, Paused, Finished).
  • Stop Code: The code specifying the reason for a pause or stop, if applicable.
  • All information is inherited directly from the respective Prod. Order Routing line.
  • The FactBox is read-only; users cannot edit any fields from this view.
  • The only available action is Open in Excel for exporting the displayed data.

Validations:

  • The Machine Status FactBox is only visible if “Allow Machine Status” is enabled in the Production Follow-Up Setup.
  • All data shown must be inherited from the corresponding Prod. Order Routing line; no manual entry or override is permitted.
  • The FactBox does not allow any actions except exporting to Excel.
  • If “Allow Machine Status” is disabled, the FactBox is hidden from the dashboard.

Change Machine Status

Purpose: To enable users to update the status of machines or work centers, ensuring accurate tracking and process control.

Behavior: Allows users to change the machine status (Setup, Running, Paused, Finished) for operations from production order line, with required stop codes for pauses.

Validations:

  • Action is only available if “Allow Machine Status” is enabled.
  • Stop Code is mandatory when changing status to Paused.
  • Status change is blocked for lines with Backwards or Forward Flushing Method.

Units Produced per Shift Factbox

Purpose: To provide users with a clear, shift-based view of production output for each work center or machine.

Behavior: The FactBox displays the following fields for each record:

  • Date: The date when the units were produced.
  • Shift Code: The code identifying the work shift.
  • Work Center No.: The identifier for the Work Center.
  • Units Produced: The number of units produced per shift/work center.
  • All information is calculated and grouped from Capacity Ledger Entries, filtered by Production Order No. and Production Order Line No.
  • The FactBox is read-only; users cannot edit any fields from this view.
  • The FactBox is updated automatically as new production and shift data is posted.

Validations:

  • The FactBox only displays records where Units Produced > 0 and Shift Code is not empty.
  • The calculation groups output quantity by Work Shift Code and Work/Machine Center for each posting date.
  • The rounding precision for Units Produced per Shift is set to two decimal places (0.01).
  • All data shown must be inherited from the relevant Capacity Ledger Entries; no manual entry or override is permitted.

Refresh Action

Purpose: To update the dashboard with the latest production order and component information.

Behavior: Refreshes all displayed data, applying the current filter profile and showing up-to-date progress and metrics.

Validations:

  • If no refresh period is set in the filter, manual refresh is required.
  • All validations for filter application and data integrity are enforced during refresh.

Change Status

Purpose: To allow users to update the overall status of a production order.

Behavior:

  • Uses standard status change logic.
  • It is only possible to change from Released to Finished via this page.
  • Applies to full order, not just line.

Machine Status Progress

Purpose: To provide a detailed view of the progress and transitions for each machine or work center operation within a production order.

Behavior: Displays a history of status changes, timestamps, stop reasons, and audit notes for each operation.

Validations:

  • Manual updates are restricted to users with the Admin Permission set.

Comments Action

Purpose: Opens the standard Production Order Comment Sheet.

Details:

  • Lets users view/add comments from Production Follow-Up page.
  • Syncs directly with the Production Order record.

Business Rules

Production Follow-Up dashboard enforces the following core business logic:

  • Only released production order lines with routing are shown on the dashboard.
  • If no filters are defined, all eligible orders are displayed; otherwise, the dashboard view is restricted by the active filter profile.
  • Family Orders:
    • Splitting production order with Source Type = Family is not permitted.
  • Ledger Entry Locks:
    • Orders with capacity or item ledger entries cannot be adjusted, split, or modified. The system provides appropriate error messages and halts the process.

Components

  • The Components page is filtered by the values defined in the Production Follow-Up Filters (e.g., Flushing Method).
  • Actual Consumption (Qty) is calculated as the actual consumed quantity from the Prod Order Component Line.
  • Follow-Up (%) is calculated as (Actual Consumption (Qty) / Expected Quantity) × 100, in the base unit of measure.
  • All component fields are inherited from the respective Production Order Component Line and are non-editable.
Previous
Next

Last updated on Oct 14, 2025