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How to use standard or "master" routings in Microsoft Dynamics AX and D365 for Finance and Operations

by Evert Bos
Solution Architect, Sikich

In many manufacturing companies, even those with a lot of Engineer-to-Order, many routings are very similar or even identical. For example: a large number of parts made on a CNC machine have the same run time.

In order to save time in creating and maintaining these routings, it is possible to create one common routing we could call “standard” or “template” in Microsoft Dynamics AX and Dynamics 365 for Finance and Operations. When new part numbers are created that need this routing, we simply create a routing version that connects the new item and the existing routing-id. (NOTE: The following is valid for all software versions. Screen shots are D365 for Finance and Operations.)

How to do it

In the production control module, chose “All routes”

Production controls

Create a new routing-id. It helps when the number sequence is manual so we can give it a recognizable id that identifies it as a template. Otherwise the description would have to clearly indicate this is a master or standard routing.

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About Evert Bos

I am Evert J Bos, ERP consultant since 1986. I started in Europe with IMS7 (A Honeywell Bull Mainframe ERP system) and the BaaN ERP system. Since 1995 I have worked in the USA and since 2004 I have been working with Dynamics AX.  I work for Sikich and focus mostly on manufacturing companies that make complex, engineered products.

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