E+D Order#
The engineering and design order is essentially a production order that is converted from a repetitive manufacturing order to a machine and plant engineering order - i.e.: design + development order - by means of a project number. The data from a production order is displayed in an E+D order as a structured BOM, which is supplemented by the following information fields:
- E+D Positions (Position Index),
- Quantities, deadline, status and change traffic light,
- Information about the demand cover and requester
Functions for the specific processing of the FA position round off the whole.
As with a production order, the E+D orders can have the status: Simulated, Firmly planned, Released, Finished. Separate E+D order overviews are available for the different statuses.
In summary, the E+D order is intended to provide a central information hub for reporting the status, processing the respective item and interacting with the upstream and downstream processes of design, work preparation, scheduling, purchasing and warehouse/logistics.
Create#
There are two ways to create an E+D order:
-
You create a production order as usual, manually or via the planning worksheets. In the course of this, an E+D order is generated automatically by the system.
-
You create an E+D order manually. In the course of this, a production order is generated automatically by the system.
The status of the E+D order always corresponds to the status of the underlying production order.
E+D Order Card#
The structure of the E+D job card is identical regardless of its status "Simulated", "Firmly planned", "Released", "Finished". Depending on the status, some functions cannot be executed.
Screen#
| Field | Description |
|---|---|
| Structure resolution | The structure resolution controls the view of the E+D lines with the following options: constructive: Depending on the due date, the valid master finished parts lists, routings and versions are displayed. In addition, phantom levels of the construction are displayed. dispositive: Displays the current procurement-manufacturing structure of the FA. The constructive phantom levels are exploded, the FA lines, FA operations and FA components can be edited manually. logistically: Assembles the lines according to the logistic characteristic (if available- from Design & Development - Setup). |
| Calculate work plan | No: Only the structure BOM is displayed. Show primary AG The primary operations and the structural BOMs are displayed. Display primary and secondary AG In addition to the primary operations and the structured BOM, the secondary operations for other capacities such as "Tool" and "Personnel" are also displayed. |
| Precision duration | Formats the duration of the E+D order line rounded up to millisecond, second, minute, hour, day. The value is suggested from the Design & Development setup when you open the page. You can override the default setting. |
General#
| Field | Description |
|---|---|
| No. | Document number - number range freely definable. |
| E+D Project no. | The project number can be entered manually from the project list. When executing the planning function "Project order" in the sales order, the project can be preset. Several FAs can thus be combined into one group. |
| Description | Description of the production order. This is pre-assigned with the description of the article and can be changed manually. |
| Description 2 | Additional description of the production order. This is pre-assigned with description 2 of the item and can be changed manually. |
| Type of origin | The origin type gives the user an indication of what the production order was created for. The following selection options are available: - Item, - Family, - Sales header, - Project |
| Origin no. | Number of item / family / sales order or "blank" to be produced. This field is logically related to the origin type. |
| Search Keyword | Is formed automatically from the first 30 digits of the description and can be changed manually. |
| Quantity | Number of items to be produced with this production order. |
| Due date | Date by which the production order should be completed. |
| Assigned user | Entry of the responsible clerk. |
| Production order type | For classification of construction contracts. Dimensions can be changed or added depending on the order type. |
| Locked | If this identifier is active, postings (consumption and actual report) with the FA are not possible. |
| Corrected on | The date on which the FA was last modified. |
Lines#
E+D Position#
The E+D position is formed for the unique identification of individual lines. Each position in a production order is uniquely defined by the E+D position and is thus very helpful for reconciliation or for the coordination of the different departments.
Note
The E+D position has a maximum length of 30 characters, if this is exceeded, the last 3 characters of the 30 characters are displayed with "...".
Note
To determine a unique E+D item, you must maintain the fields "Stepwise E+D item no. ", "Item item separator", "Item phantom separator", "Item operation separator", "Item common parts summary" and "Item additional costs separator" in the Design & Development setup.
Determination of the E+D position no.#
The E+D item number is determined by the system when calculating the production order or the planning worksheets as well as when maintaining the item number.
The system proceeds with the determination as follows:
Production order line (producing item)#
The system fills the E+D position depending on the creation of the production order:
- Manually or via the planning worksheets, the E+D item no. is preset with the value from the Design & Development setup of the "Stepwise E+D item no. " field.
- In order planning, the E+D item no. corresponds to the item no., the sales item to be covered.
- In project planning, the E+D item no. corresponds to the project task no. of the project plan line to be covered.
Component#
The E+D item number corresponds to the E+D item number of the FA line + the item item separator defined in the Design + Development setup and the own item number.
Production order line (assembly)#
The E+D position no. of the assembly corresponds to the E+D position no. of the component to be covered.
Operation#
The E+D item no. corresponds to the E+D item no. of the FA line + the item operation separator defined in the Design + Development setup and the own operation number.
Additional costs#
The E+D position no. corresponds to the E+D position no. of the FA line + the position additional costs separator defined in the design + development setup and the own position no.
Equal parts summary#
In the standard system, the same parts are grouped together depending on whether the following fields match:
- Variant code
- Connection code
- Position
- Position 2
- Position 3
- Length
- Wide
- Weight
- Depth
- Unit code
If an article is used in several assemblies of a production order, the system combines them and generates a collective FA component for this article.
The E+D item no. corresponds to the E+D item no. of the FA line + the item same-part summary separator defined in the Design + Development setup and its own item number.
Schedule#
| Field | Description |
|---|---|
| E+D Position | The E+D position should describe the exact installation position across all drawing levels. In the case of existing CAD integration, the position should match the designations on the CAD drawing and thus forms search information, e.g. for assembly drawings. E+D Position Initial value: In the "Order quantity" replenishment procedure, the E+D item is filled based on the item number of the sales line or based on the project task of the project plan line. If no entry is found here, the step size from the Design & Development setup is assigned. E+D Calculate position: The calculation of the E+D position is already done in the planning worksheets and can be shown there in the field "E+D position". In addition, the field is also available in the standard FA documents. E+D Position manual change: A manual correction of the initial value is possible in the E+D order via Navigate\lines. All other manual changes are called from the E+D order component/FA component. E+D Position Forms of presentation: In the FA components, as well as the E+D order components, the "E+D Position" is combined with the standard field "Position". Here, the field values "E+D Position" and "Position" are separated using the "Position item separator" from the "Design & Development Setup". |
| E+D Position | Phantom levels: Can be identified in the dispositive view with the "Position phantom separator" from the "Design & development uni". In the constructive view, the phantom layer is unfolded with its component. E+D Contract Work Plan: In the E+D order routing, the E+D position is formed from the operation number. A change is made in the master data and can be updated via the E+D change synchronization. The "Position operation separator" can be defined via the "Design & development setup". Tools and personnel: Can be managed in the secondary operations. For this purpose, the E+D position receives an additional suffix. The separator for tool and personnel is defined via the "Production setup" of the fields "Separator operation no. personnel" and "Separator operation no. tool". The numbering for personnel and tool is defined via the "Personnel basic operation no." and "Tool basic operation no." fields. Additional costs: In the E+D order, imputed additional costs can be stored for the FA line. E+D Position Representation of the outsourced substructure: By means of the "E+D Planning" function, assemblies can be outsourced to another production order. The outsourced structure is marked in color and is dispositive or dispositive total depending on the structure explosion. E+D Position Lookup: From the E+D position, you can branch directly to the edit mask via an AssistEdit call. Type = Windows Article = Show components Workplace /Workplace group = Show work plan Additional costs = Show additional costs |
| Dispositive availability traffic light | Shows the availability of the component. Assemblies inherit the "worst" result of the components. see also: - Availability traffic light - Setting up the availability traffic light |
| Capacitive availability traffic light | Shows the availability of the workstation (group). Assemblies inherit the "worst" result of the components. see also: -Setting up the availability traffic light |
| Type | Type of E+D line: Article, phantom bill of material, workstation group, workstation, functional level, logistic level |
| E+D Production type | Specifies the production type of the item taking into account the master data and also stock card (options: make-to-order, make-to-stock). |
| No. | Specifies the number depending on the type. |
| Description | Specifies the description of the line depending on the "Type" and "Number" fields. |
| E+D Proposed change available icon | Indicates whether an E+D change proposal exists. The icon is assigned from the "Factory Bitmaps" setup from the "Default line Existing" field. |
| Finished parts lists Status | Displays the status of the finished parts list. The options are "New", "Certified", "In Development" and "Expired". The icons are obtained from the "Factory Bitmaps" facility. |
| Routing status | Displays the status of the task list status. The options are "New", "Certified", "In Development" and "Expired". The icons are obtained from the "Factory Bitmaps" facility. |
| Component quantity | Required quantity to produce one unit of the parent component. |
| Requirement date | Indicates when the item of the parent level (x-1) is needed. E.g. from goods issue date of VK line, due date FA component. |
| Quantity required | Indicates the quantity required. |
| Reserved quantity | Indicates reserved quantity (if in stock or on order) for this line. |
| Residual requirement quantity | Indicates the demand of the quantities not yet withdrawn or produced. |
| Storage bin code | Specifies the bin code of the FA component. |
| Availability balance | For items, the available quantity in stock and demand date is displayed. For work center/work center group the available capacity of the FA work operation from start date/time to end date/time is displayed. Via drilldown, the calculated items can be called up and analyzed. |
| Reserved stock (base) | Indicates the reserved quantity (if in stock) for this row. |
| Due date | Indicates the due date of the FA line when the assembly will be ready according to the FA work plan and calendar model. If an assembly is outsourced and scheduled, the due date of the FA line (level x+1) differs from the requirement date of the FA component (level x). Note The due date of the FA components can be over-scheduled by entering the lead time shift. |
| Quantity | Specifies the number of items to be produced. |
| Finished quantity | Here you can see the already finished quantities. |
| Quantity in proposal line | Indicates the quantity in the planning/purchase order worksheets. If the procurement documents are triggered from this, then (provided that with the reservation is worked) autm. the field "Reserved quantity" is adapted accordingly. |
| Duration | The duration is calculated from "End date/time" minus "Start date/time" of the FA operation and the FA line. For FA components with procurement type = purchasing, the procurement time of the item is displayed. |
| Total duration | The total duration is the cumulative result of the operations sorted in chronological order for one FA line. |
| Supplied by | Indicates reserved demand deckers. If there is no reserved demand deck, the field is "empty". In case of uniqueness the card is displayed directly and via lookup you can branch directly to the document. If there are (several) demand coverers, you can branch to the reservation items via lookup. Alternatively, you can branch directly to the documents via the line function Requirement originator (component). |
| Remaining time | Indicates the remaining time. The output "hours", "minutes" or similar depends on the definition in the Design & Development Setup in the "Precision Duration" field. |
Functions#
Change E+D Manufacturing Policy#
The production type of the selected item line is changed between make-to-stock production/order-related production. Substructures are set or deleted.
Sub production order#
For an FA line with the E+D MRP type Production part, the option is offered to create a separate production order if the FA line is to be produced for the higher level on an order-related basis.
Create link to Production Part#
For a stock part a link to a FA line can be created. The FA line is thus the requirement cover of the component and the E+D MRP type is changed from stock part to production part.
E+D Order Planning#
Order planning is called up specifically for the selected E+D lines. In the course of this, the demand cover is reserved directly for the originator of the demand.
Reserve (line)#
Calling the reservation functionality for the E+D line existing as FA line.
Reserve (components)#
Calling the reservation functionality for the E+D row existing as FA component.
Order Tracking (line)#
Calling the demand originator functionality for the E+D line existing as FA line.
Order Tracking (component)#
Calling the demand originator functionality for the E+D row that exists as an FA component.
Transfer marked dispatch units#
This function allows you to transfer the selected shipping units.
Show dispatch units#
With this call you can display the shipping units for the respective line.
Item availability by#
Displays item availability by event, period, variant, storage location or BOM level. For further information, please refer to the Microsoft Dynamics 365 Business Central[^1] Helpsite.
Reservation structure#
This function allows you to display the reservation structure of a selected document line.
Reservation entries#
Displays the items for each reservation made manually or automatically. For more information, see the Microsoft Dynamics 365 Business Central[^1] Helpsite.
Dimensions#
Display or edit dimensions. Further information can be found in the Microsoft Dynamics 365 Business Central[^1] Helpsite.
Card#
Depending on the line type: article, workstation, workstation group, the master data card is called directly.
Routing#
Displays the E+D order operations for the selected E+D line. It is also possible to call up the E+D item.
Components#
Displays the E+D order components for the selected E+D line. A call from the E+D position is also possible.
Opportunity cost#
Additional imputed costs can be entered for preliminary costing. This item is relevant for the "Valuation & Costing" module.
Item tracking lines#
Displays the item tracking assigned to the document row. For more information, see the Microsoft Dynamics 365 Business Central[^1] Helpsite.
Subcontracting tracking#
Document navigation to the external work documents "Purchase order" and "Stock transfer".
Shortage list#
Call the missing parts list for the selected E+D line.
E+D Modif. Prop. Worksheet#
Call the pending proposed changes to the marked E+D line.
E+D Additional charge#
Call the markup calculation for the E+D line with level 0.
Long dated items overview#
Post consumption and expenses. Further information can be found in the Microsoft Dynamics 365 Business Central[^1] Helpsite.
Scheme#
| Field | Description |
|---|---|
| Start date | Specifies the start date of the E+D order. |
| Start time | Specifies the start time of the E+D job. |
| End date | Specifies the end date of the E+D order. |
| End Time | Specifies the end time of the E+D job. |
| Planned time (Current order) |
Specifies the scheduled time for the current job. |
| Planned time (Overall structure) |
Specifies the planned time for the overall structure. |
| Time consumed (Current order) |
Indicates the time spent on the current job. |
| Time consumed (total structure) |
Indicates the time spent on the overall structure. |
| Remaining time (Current order) |
Specifies the remaining time for the current job. |
| Remaining time (Overall structure) |
Specifies the remaining time for the overall structure. |
| Time consumed % (Current order) |
Indicates the time used for the current job in %. |
| Time consumed % (Overall structure) |
Indicates the time spent on the overall structure in %. |
Posting#
| Field | Description |
|---|---|
| Stock posting group | Indicates the stock posting group of the production item. This value is preset with the value from the item card. |
| Product posting group | Specifies the product posting group of the production item. This value is preset with the value from the item card. |
| Business posting group | Specifies the business posting group of the production item. This value is preset with the value from the item card. |
| Global dimension code 1 | The "Global dimension 1" is defined in the "Financial accounting setup". This can be the cost center, for example. The value is pre-assigned with the value of the respective dimension from the item dimension.. |
| Global dimension code 2 | The "Global dimension 2" is defined in the "Financial accounting institution". This can be the cost object, for example. The value is pre-assigned with the value of the respective dimension from the item dimension. |
| Location code | Specifies the storage location code. |
| Storage bin code | Specifies the storage location. |
Functions on the ribbon#
Refresh tree#
The structure of the E+D order lines is updated. This function is executed manually if required, for example, if the status samples of the E+D order lines are to be checked again at the current time.
Note
The availability traffic lights (dispositive + capacitive) are not automatically recalculated by the "Structure updated" function.
E+D Order Planning#
E+D order planning is called up for the complete production order. In this overview, order-related procurement is carried out.
See also E+D Order planning.
Refresh E+D Order#
Has the same functionality as "Update production order..." in FA.
Replan#
Reschedules the connected production order lines of the current FA. Other production orders connected to the FA lines are not updated.
If the lead time shift is changed in the FA components, a new due date of the reserved FA line follows.
Calculate net change plan#
The "Perform change comparison" function is used to compare production data, taking into account the change flexibility parameter on the E+D order line.
See also "E+D Mod. Prop. Worksheet".
Replan net change plan#
The new comparison ignores the change flexibility parameter in the change comparison and thus takes all E+D order lines into account.
Change status#
You can use this function to change the status of this document to Fixed planned, Released or Finished.
Copy E+D Order Document#
This function is similar to the conventional "Copy voucher" function. With this function you can copy the data from an already existing voucher into a new voucher to be created.
Calculate traffic light entries#
This function is used to calculate the availability traffic lights (dispositive + capacitive).
E+D Statistics#
Displays statistical data related to the E+D job.
Shortage List#
Call the missing parts list as a table or also report.
Reservation Entries Components#
Calling the reservation functionality for the E+D lines existing as FA component.
Report#
The following reports can be printed out:
- Project Card
- Mat. Requisition
- Shortage List
- E+D Order
Long dated items overview#
With this function the long run article overview for the referenced production order can be called. In the case of the E+D order, it is the production order that is listed in the header of the E+D order.
For more information, see "Long-run items: Call for a production order / E+D order".
Update unit cost#
This function allows you to update the cost prices across all levels or one level.
Create inventory put away pick movement#
With this function you can create picking and putaway / transfer.
Create inbound Whse. Request#
This function allows you to request an internal putaway request.
Create Whse. Pick#
With this function you can create the picking.
Entries#
You can view the following items by selecting "Items":
- Item Ledger Entries
- Capacity Ledger Entries
- Value Entries
- Warehouse Entries
Comments#
You can enter remarks for the order via "Remarks".
Dimensions#
Displays the dimensions.
Subcontracting Tracking#
The external work tracking function is called up for the E+D order planning line. This shows all associated orders and stock transfers (provisions).
Calculation Worksheet E+D#
Opens the E+D calculation proposal.
Lines#
Opens the E+D order line card for processing.
Dispatch unit#
Opens the shipping unit card.
Subcontractor - Dispatch List }{ #subcontractor-dispatch-list }#
In this menu item you can print the foreign worker dispatch list.