Getting Started

App Installation and Prerequisites

System Requirements

• Dynamics 365 Business Central (Essential or Premium edition).
• Permissions to install apps from Microsoft AppSource.
• Manufacturing Setup
  • Production Orders, Routings, and Work Centers must be configured.

Application Requirements

• Detailed data on the multiple production processes.
• Items tracked by Serial No will not be supported by this Extension.
• Items without tracking code will not be supported by the Intermediate Consumption functionality.

The app extends standard Business Central processes by introducing Process Types and Production Scenarios, which define how production data (BOM and routing) is selected and applied.

Installation Steps

• Navigate to Extension Management in Dynamics 365 Business Central.
• Search for “Production Scenarios” by Bricklead in AppSource.
• Select Install and accept the terms and conditions.
• Wait for installation completion (typically 2-3 minutes).
• Refresh your browser to see new menu items.

After installation:

1. Open the Search bar and run Set up Production Scenarios.
2. Follow the Assisted Setup:
   • Define whether to create a default demo dataset for Process Types.
   • Confirm and finish the setup

First Steps with Manufacturing Batch Size

Review and define Process Types

The first step is to define the Process Types that represent different ways of producing items.

• Open Process Types.
• Create the required entries with:
  • Code
  • Name
  • Family flag (if the process supports family production)

Process Types define the production approach and are the foundation for all Production Scenarios.

Create Production Scenarios

Once Process Types are defined, create the corresponding Production Scenarios.

You can access the page in multiple ways:

• Search for Production Scenarios
• From Item Card → Related → Production → Production Scenarios
• From Item List → Related → Production → Production Scenarios
• From Stockkeeping Unit Card → Related → Production Scenarios

For each scenario, define:

• Item, Variant, and Location
• Process Type
• Description
• Starting Date
• Production BOM and BOM Version
• Routing and Routing Version
• Family / Family No. (if applicable)
• Default flag

Define default behavior

• Only one default scenario is allowed per Item + Variant + Location.
• When defined, it is automatically used during planning and production (if the date is valid).

If no default scenario exists, standard Business Central logic applies using data from the Item Card or SKU.

Start using Production Scenarios in planning

In Planning Worksheet and Order Planning:

• When calculating plans:
  • The system automatically assigns the Process Type from the default scenario.
  • Production BOM and Routing are inherited accordingly.
• Users can:
  • Manually change the Process Type
  • Use the Change Process Type action for multiple lines

When the Process Type is changed, the system refreshes components and routing based on the selected scenario.

Use scenarios in production orders

Production Orders include a Process Type field:

• It determines which Production Scenario is applied.
• When refreshing the order:
  • Production BOM and Routing are updated from the scenario.

Key behaviors:

• If no Process Type is defined → standard behavior applies.
• If a Process Type is defined → scenario data is enforced.
• Process Type cannot be changed if there are posted entries.

Work with family production scenarios (optional)

If the Process Type is configured as Family:

• Planning can use Suggest Family Planning to group and calculate quantities across related items.
• Production uses the Family Production Journal, which shows all components and outputs for the entire order.

This enables coordinated production of related items under a single production structure.

Key Pages and Their Purpose