Set up packaging and batch attributes
Packaging setup for bulk and packed products
Items such as nails, bolts, screws, and other hardware that is used in the manufacturing process are known as bulk items.
Packaged products are created to identify and track the availability of bulk material that is stored in different package sizes in inventory. The formula for the packed product contains the bulk item as its main ingredient together with packing and labeling materials.
To set up the consolidated batch orders functionality (containerized packaging) to link a bulk order with packed orders, you must define the bulk item conversion for all packaged formula items.
Batch attributes setup
The purpose of batch attributes is to describe properties of the product and product batches.
While batch attributes can differ from batch to batch, depending on factors such as environmental conditions or the quality of raw materials that are used to produce the batch, the same batch attributes are associated with a specific item number.
Therefore, these batch attributes are always recorded whenever a new batch of that material is purchased or created for that item. The use and types of batch attributes that are used can vary widely from one industry to another.
To learn more about batch attributes, see Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management.
Batch number group
A batch number group allows Supply Chain Management to create a batch number automatically for an item based on specified data such as the date and number sequence ID. This method is useful when a batch number is required but a company does not want the number manually entered on a production receipt transaction.
Consolidate batch orders
A bulk item that is produced is considered a parent item, whereas a packed item is considered a child item. The relation between the bulk item and the packed item is expressed in a bulk item conversion. This bulk item conversion is defined on the bulk item itself.
Packed items can be packaged into containers of either a single size or multiple sizes that are considered one unit. By consolidating the orders for a bulk item, you can see all the related batch orders in a single view that can help you determine any remaining work that must be completed.
A consolidated batch order can contain any combination of the following orders:
A single bulk order and multiple packed orders
Multiple bulk orders and multiple packed orders
Multiple bulk orders and a single packed order
Only packed orders
Use the following steps to create, maintain, and view a consolidated order, which is an order that groups a bulk order with its related packed orders. To add an existing order to a consolidated order, the order status must be Open and the item being produced must be used in either making or consuming the same bulk item.
Navigate to Production control > Production Orders > Consolidated batch orders. The Consolidated batch orders list page is displayed.
On the Action Pane, on the Consolidated batch order tab, in the New group, Select Consolidated batch order. The Consolidated batch orders form is displayed.
Add the bulk product to the consolidated batch order.
In the Bulk Orders pane, Select Functions and select Add to consolidated batch order.
At the Choose the consolidated batch order prompt, select the bulk item and then Select OK. The details for the bulk item are displayed in the Bulk Orders pane.
In the Packed Orders pane, Select Functions and select Add to consolidated batch order.
At the Choose the consolidated batch order prompt, select the packed item and then Select OK. The details for the packed item are displayed in the Packed Orders pane.
When you finish adding bulk and packed items to the consolidated batch order, Select Functions in the appropriate pane and select Update consolidated batch order. The header information for the consolidated batch order is updated to show the bulk item being produced and consumed and the consolidated quantity of the order.