Pages & UI Reference

This section describes the main pages introduced or extended by Production Scenarios and explains their purpose in planning, production setup, and execution. The app works by adding Process Type and Production Scenario logic to core Business Central manufacturing pages, while also introducing dedicated pages for scenario definition and family-based planning.

Process Types

The Process Types page is used to define the production approaches that can be assigned to items and scenarios. Each process type represents a manufacturing method or operational path that can later be reused in Production Scenarios.

Purpose

  • Define the list of available production approaches.
  • Identify whether a process type is intended for family production.
  • Provide the base classification used by Production Scenarios, planning, and production orders.

Notes

  • Process Types are the starting point for configuring Production Scenarios.
  • A Process Type marked as Family enables family-specific planning and execution logic in other pages.

Production Scenarios

The Production Scenarios page is the central configuration page of the app. It defines how an item should be produced under a given combination of item, variant, location, date, and process type.

Purpose

  • Define alternative production methods for the same item.
  • Link production context with the correct Production BOM and Routing.
  • Control which scenario is used by default in planning and production.

Notes

  • If the page is opened from an Item, Item List, or SKU context, it opens filtered for that item.
  • Only one default scenario is allowed for the same Item No. + Variant Code + Location Code combination.
  • If no default scenario exists, standard Business Central inheritance from Item Card or SKU applies.

Planning Worksheet

The Planning Worksheet page is extended by Production Scenarios to support scenario-driven planning. Additional fields allow the system to identify whether a planning line belongs to a scenario-based or family-based production process.

Purpose

  • Automatically assign a default Process Type during regenerative planning.
  • Inherit the correct BOM and routing from the selected Production Scenario.
  • Allow users to manually change the Process Type and refresh the planning data.

Main UI behavior

  • When Calculate Regenerative Plan is run, the system fills the Process Type using the default Production Scenario if one exists for the item, location, and date.
  • If the default scenario is marked as Family, the Family No. is also populated.
  • BOM and routing values are inherited from the selected Production Scenario.
  • If no default scenario exists, Process Type remains blank and standard Business Central values are inherited.

Order Planning

The Order Planning page is extended in a similar way to Planning Worksheet, enabling scenario-based planning with support for default process types, family scenarios, and process type changes.

Purpose

  • Apply Production Scenarios when calculating planning proposals.
  • Support family production planning through inherited family data.
  • Allow users to adjust the selected Process Type when planning needs change.

Main UI behavior

  • During Calculate Plan, if a matching default scenario exists, the Process Type is assigned automatically.
  • If the scenario has Family = Yes, the Family No. is inherited and critical manufacturing fields become non-editable.
  • If no production scenario exists, the line follows standard Business Central behavior.

Production Orders

Production Scenarios extends Production Orders by adding a Process Type field to the header and applying scenario logic when orders are refreshed. This affects planned, firm planned, simulated, and released production orders.

Purpose

  • Carry the selected production scenario into execution.
  • Determine which BOM and Routing are used for a production order.
  • Support different behavior depending on the production order source type.

UI behavior by source type

  • Source Type = Family

    • The Process Type field is enabled and automatically filled if there is a related default Production Scenario valid for the item, variant, location, and date.
    • Only family process types with attached Production Scenarios can be used.

  • Source Type = Item

    • The Process Type field is automatically filled when a valid default Production Scenario exists.
    • If the field is left blank, refreshing the order applies standard Item Card or SKU logic.
    • If a Process Type is selected, refreshing applies the related scenario’s BOM and routing.

  • Source Type = Sales Header

    • The Process Type field is enabled and can only use process types where Family = No.
    • When refreshed, all sales order items must support the chosen Process Type, otherwise the system stops the process with an error.

Notes

  • If the header Process Type is changed manually, production order lines are not updated automatically; a refresh is required.
  • It is not possible to change the scenario if posted entries already exist.

Suggest Family Planning

The Suggest Family Planning page supports planning for family production scenarios. It is used when planning lines belong to a family-based process type and helps calculate the quantities that should be produced across all related items.

Purpose

  • Support planning for family production orders.
  • Group related planning lines by family, location, and due date.
  • Recalculate quantities needed to satisfy family production requirements.

Notes

  • The action only applies to Planning Worksheet lines where Family = Yes and Action Message = New.
  • Lines with empty Family No. are ignored.
  • Quantities are calculated using the Base Unit of Measure.

Family Production Journal

The Family Production Journal is used for released production orders with Source Type = Family. In these cases, the standard Production Journal is disabled and replaced by a journal specifically designed for family orders.

Purpose

  • Support production execution for family-based orders.
  • Provide a consolidated journal view over the entire production order.
  • Show all components and outputs across all order lines instead of filtering by a single line.

Main UI behavior

  • Available only for Released Production Orders with Source Type = Family.
  • Replaces the standard Production Journal action.
  • Displays all components and outputs for the full production order.

Related Note

  • If an Item Ledger Entry for consumption already exists for an item marked as Reference Item, the calculations for that item are ignored and it will not appear in the Family Production Journal Lines.
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Last updated on Jun 18, 2026