Sequence management

Sequence management

This demo script takes you through the process of setting up and running batch order sequencing in Microsoft Dynamics 365 for Finance and Operations.

Demo script May 2018 Send feedback. Learn more about Finance and Operations.

Dynamics 365 for Finance and Operations

Contents

Target audience

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Demo scenario

3

Demo step-by-step

3

Demo 1: Sequencing setup

3

Demo 2: Sequencing execution

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Sequence management

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Sequence management

This demo script shows how to set up and run batch order sequencing in Microsoft Dynamics 365 for Finance and Operations.

Target audience

Pre-sales consultants will find this demo script useful.

Demo scenario

Contoso manufactures paint in three colors: white, red, and black. Each color is put into packages of two sizes: onegallon cans and one-quart cans. The first demo in this document takes you through a scenario where Tony, the production manager, verifies the setup of the sequencing for the paint products. The second demo takes you through a scenario where Eduardo, the production planner, runs master planning for the paint products. In this master planning run, sequencing is integrated into the planning calculation. the planning calculation.

Demo step-by-step

Demo 1: Sequencing setup

Scenario and background Tony, the production manager, is setting up the sequencing for the paint products. The paint is manufactured in different colors and put in cans of two sizes. The general rule for sequencing is that batch orders for lighter colors should be run before batch orders for darker colors. A second rule is that orders for larger cans (one-gallon cans) should be filled before orders for smaller cans (one-quart cans). 1 Sign in as Tony (in this scenario, sign in as the administrator). 2 Make sure that you're signed in to the PICH company.

Note: You can switch companies by using the field at the top of the page.

3 Go to Product information management > Products > Released products.

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4 On the Released product details page, use the filter field to search for item number P3.

Note: All the paint products are shown in the grid. Notice that the production type of all these products is set to Formula. 5 Go to Master planning > Setup > Sequencing > Sequences. On the Sequence page, you will first define a sequence for three colors (white, red, and black). 6 Select New. 7 In the Sequence ID field, enter a name for the sequence, such as Color. In the Description field, enter a description. 8 In the Sequence value section, add each color by selecting Add, and then entering the name of the color in the Value field and its ranking in the Rank field.

9 Select Save.

Next, you will define a sequence for two package sizes (gallon and quart).

10 Select New. 11 In the Sequence ID field, enter a name for the sequence, such as Package. In the Description field, enter a

description.

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12 In the Sequence value section, add each package size by selecting Add, and then entering the name of the package size in the Value field and its ranking in the Rank field.

13 Select Save. 14 Go to Master planning > Setup > Sequencing > Sequence group.

On the Sequence group page, you will define a sequence group that contains the Color and Package sequences that you just created.

15 Select New. 16 In the Sequence group ID field, enter a name for the sequence group, such as Color-Package. In the

Description field, enter a description. 17 In the Sequences section, select Add, and then enter Color in the Sequence ID field, and 0 in the Rank field. 18 Select Add, and then enter Package in the Sequence ID field and 1 in the Rank field.

Note: In this sequence group, the Color sequence has priority, and the Package sequence has second priority. This sequence group will be associated with the resource where planning of the batch orders will occur.

19 Select Save. 20 Go to Master planning > Setup > Sequencing > Sequence value.

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