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Set up general basic process manufacturing rules and values

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Define your company's policies on how to administer manufacturing activities during the initial implementation of Microsoft Dynamics 365 Business Central. Although this setup is typically a one-time activity, it may be relevant to adjust the setup values as company activities expand or change.

The Process Setup page holds the most central setup values, such as which document number series are used for different records, which journal templates to use in reporting pages, and other default settings.

Set up production equipment and activity based costs, non-material costs incurred during production, in the system as resources. When you establish these resources, define both direct and indirect costs. You can also set the capacity for Anywhere Mobility Solutions equipment resources. Once these resource records are created, assign them to production BOMs. Assigned activity based costs affect a production BOM's total cost, while assigned equipment helps with scheduling production activities.

Use batch planning worksheets to plan and schedule production orders. Set up a batch planning worksheet name and specify the default values and basic layout settings that determine what information is presented to the user. You can create several batch planning worksheets, each with its own layout, if necessary.

If certain activities must be performed on components before work on a production order can begin, set them up as pre-process types. Assign pre-process type codes to production BOM lines, and use them to generate pre-process activities for production orders.

The following table describes a sequence of activities, with links to the topics that describe them. These activities are listed in the order in which they are generally performed.

To

See

Set up records for the pieces of equipment to which production activities are scheduled.

Set up equipment

Set up records for the different activity based costs associated with production.

Set up activity based costs

Define the format of the batch planning worksheets used for production planning.

Set up batch planning worksheets

Set up production planning event codes to account for non-production events in the production schedule.

Set up production planning events

Set up pre-process types that represent the different procedures components may need to undergo before a production activity starts.

Set up pre-process types

Learn more about pre-process activities.

Pre-process activities

Learn more about unapproved items.

Set up unapproved items

Learn more about the use of density and gravity in formulas.

Density and specific gravity

Learn more about the setup and usage of sequence codes.

Set up production sequence codes