Dynamics 365/AX ERP and everything related

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80650-08 : Dimension based configuration — May 26, 2018

80650-08 : Dimension based configuration

Dimension based configuration

First understand variations, the item having multiple variations created using product masters. Example: Item pen maintains a one item code with different variations like color: blue, red, green and black. Otherwise create new item code as blue pen, red pen, green pen and black pen. Item variations are used in dimension based configurations.

While creating a new item code select

  • Product sub-type: Product master
  • Configuration technology: mostly it is predefined variant change it to dimension based configuration

This is only used when creating routes and to maintain versions by defining rules which item during production order or sales order picks and unpicks item automatically.

Example: The Sales order of phones having multiple accessories included based on warehouse location then no. of accessories to be included or removed automatically during the process is based on configuration rules for bom items.

Configuration Process

  • Configuration groups
  • Create BOM
  • Assign item and configuration groups
  • Create configuration routes
  • Create configuration rules
  • Approve and activate BOM

See good post here

80650-07 : BOM Product Change Cases —

80650-07 : BOM Product Change Cases

BOM Product Change Cases

To document changes made to product and this functionality uses the standard AX 2012 R3 onwards feature of case management functionality.

Product Changes like: Component substitution in BOM, Formulas & Production route

Approvals are used in change cases to release changed component, formulas and routes.


  • Setup
  • Create case
  • Associate Entities
  • Enter case details
  • Approve, activate or expire entities
80650-06 : Quantity Dependent BOMs —
80650-05 : Creating BOM with versions —

80650-05 : Creating BOM with versions

BOM versions

For the component items must be setup with proper storage dimension like mandatory site

To plan materials and resources for multiple production sites, the system reflects the BOM version and route version based on req site, valid date and active product dimension for the items qty.

To control BOM versions active or inactive : A combination of date, quantity or site control are used as:

  • Date with different quantities
  • Quantity with different dates
  • Quantity and date on different sites

Example: Create multiple BOM versions with each same basic items plus few items changed in each version with different qty and also control date for activation of each bom versions

Multiple active BOM version per item has activation constraints based on version type chosen

  1. Time period: dates cannot overlap
  2. Quantities: each version must have different quantities
  3. Site: Sites must be different

Production orders selects BOMs automatically if only one active versions is available however in case of multiple active BOMs then in Production order manually BOM selection is required.

Active BOMs can be used in:

  • Sales Order
  • reporting as finished BOM
  • Calculations for BOM item
  • Production Orders

Copying BOMs using Copy BOM route form

Copy a BOM to a new BOM

Under BOM versions item lines below section button functions Copy BOM route form opens

  • Base Data: Copy from BOM No, Site, Item No, Config, date To:
    • BOM No site with replace or add option
    • Or Production Order
  • Production: From Production No  To:
    • Production No with Update BOM No
    • Or Production Order

Copy a BOM to existing BOM

Directly using BOM lines button “Create BOM” which has option to copy a BOM which opens up Copy BOM route form

BOM version via designer

  • Released Product list page:
    • Create, edit , delete new BOMs and BOM versions
      • Checking BOM for errors like BOM circularity, checking which BOM versions attached to selected BO, check route versions
      • Calculations
      • Printing
80650-04 : Creating simple BOM —

80650-04 : Creating simple BOM

Creating Simple BOM

Simple means no bom versions required, go to inventory management->common->Bill of materials->New BOM and lines under it.

BOM creation process

  1. Create BOM: from released products->Engineering->BOM->Lines
  2. Create BOM versions: Link the items (item or sub bom) to BOM. Approve and activate BOM versions
  3. Add Products: add component items (item/service type) to BOM. Can be done using BOM designer form or the BOM line form
  4. Create Configurations (optional): setup configurations and/or rules
  5. Create site specific BOM & routes: auto selection of correct BOM route and versions
80650-03 : Exploring BOM form —

80650-03 : Exploring BOM form

Exploring BOM form:

One way go main BOM item in Product Info Management -> released products -> Navigation Pane: Engineering -> BOM -> Lines

This opens and shows versions which can approve, activates and calculations along with item lines where each BOM lines tab has

  • General
    • Confi group
    • Item no
    • Position: To organize lines in sequence
    • BOM line type
    • calculation yes no
    • Sub bom  link
    • valid date ranges
    • operation no: route based,  to consume item at a specific step example: Batching plant issues concrete to elements
    • Sub Contractor vendor account
  • Setup
    • Qty
    • Per series: to make no of qty into one series. Example item gloves qty 2 but per series one to become a pair. Used when item qty as a single is too small in value
    • unit
    • Formula: (see measurement topic for more details)
      • Standard
      • Height*Constant
      • Height*width*Constant
      • Height*Width*Depth*Constant
      • Height*Width*Depth/Density*Constant
      • Step
    • Consumption is
    • Flushing Principle
      • Start: When Production Order is created and set to started then item is automatically consumed
      • Finish: When Production Order is created and set to Finished then item is automatically consumed
      • Manual: Item is manually picked and registered against production Order
    • Constant scrap
    • Variable scrap
    • Measurements like height, width, depth, density & constant
    • Step-consumption: if formula type step is selected

2nd way is Inventory Management -> Common->Bill of materials

This opens a form list all BOM items with BOM no and versions

80650-02 : BOM basic elements —

80650-02 : BOM basic elements

BOM basic elements

  • BOM line types
    • Item: Item stocked in inventory
    • Phantom: Assembled item not stocked in inventory however when needed manufactured. example Concrete is not in stock always if needed then manufactured
    • Pegged supply: Item which requires dedicated sub-production for each production order
    • Vendor: Component is provided by vendor
80650-01 : BOM Features —

80650-01 : BOM Features

BOM features

  • BOM version: Allows to change BOM overtime, example: swapping items, configurations or removing components if not applicable
  • Graphical BOM: Design a BOM graphically
  • Sub-BOM: Control the BOM type that can be sold, revised or planned independently. If BOM contains another BOM as component then this is multi level BOM. Sub BOM is refered as level 1 and its components as level 2
  • Sub Contracting: BOM component is supplied by a contractor or a purchase order BOM list shipped to the supplier, additional BOM line that contains  the service is included to book the cost of sub-contracting. Note: When BOM line is sub BOM then additional production orders are created
  • Quantity dependent BOMS: control which version of the BOM is used in Productions based on quantity in production order
  • Site dependent BOM and routes
  • Phantom BOMS: same like regular BOM however components can be re-used. Example: One BOM for Concrete which can re-used for each and every new BOM for concrete moulds
  • BOM calculations for manufacturing a particular BOM
80650-00 : Overview of BOM —

80650-00 : Overview of BOM

Overview of BOM (Bill of Materials)

BOM is a list of components, parts, raw materials, assembly, and their quantity that are required to make a finished product.

BOM Tree structure has Levels and lines

BOM defines the components and their relationship and levels to be scheduled individually

BOM do not define sequence or steps to complete a finished product however it is done using route (see discrete manufacturing for more info on routes)

BOM small parts are never included because tracking these items are higher than their actual value.

BOM contains 2 types of product

  1. Item can be purchased or used from within org inventory
  2. Service like subcontract or other intangibles

BOM versions enables item to be associated with many different types of BOMS, these versions can be active or inactive for any items at any time however always only one version is applied based on time, site or quantity. And many versions exists in parallel based on size, color and configuration.

You can also attach component items to BOM as lines specify configuration of item .

BOM item consists of several BOM lines each with unique BOM No. Each BOM has to specify if configuration is attached this helps with planning calculation and consumption

Overall Main Topics

  • Creating simple BOM
  • Creating BOM with Versions
  • Product Change Cases
  • BOM and Item Configurations
  • BOM Calculations
  • Sales Order Management with BOM
  • Scrap and Measurement
  • Reporting a BOM is finished
  • Reports for BOM
  • Other functionality