Batch disposition master

Dawid Kaczmarek Updated by Dawid Kaczmarek

Path: (Quality\Setup\Batch disposition) To control the disposition of batches and license plates, disposition codes can be used. They make it possible to specify the availability of various processes, which can depend on the quality control processes or other things. In general, products are available as in standard if the disposition status is set to ‘Available’. However, when you create a disposition code with the status ‘unavailable’ all the control fields are made active, and relevant combinations can be made.

Cepheo Process Industries solution for D365FO adds the controls under the fats tab 'Advanced quality control', where ‘Block reservation’ blocks the output orders used for shipping and ‘Block automatic reset’ controls whether the automatic release function (described in a separate section) or the normal quality order related ‘Update batch disposition’ can change the disposition code in this specific case. An example could be that the LP has been damaged during transport or similar and must be excluded from the automatic release mechanism.

It is possible to set up that if you change (manually) to a certain Batch disposition code, it is mandatory to fill in a remark, this applies both in the client or if changing to this disposition code in the Warehousing app.

If the code is changed to another code, where remarks are not mandatory, the remark is removed.

NOTE: When performing the different actions that can be set up for control in the batch disposition master, only products with a tracking dimension group setup to use the Batch number will be controlled against the actual disposition code on Batch and LP.

Figure 52: Batch disposition master

NOTE : If the inventory parameter 'Reserve ordered items' is set to YES you can reserve items not yet received, which means that the LP disposition code is not considered. Only if the parameter is NO will the LP disposition code parameter for Reservation blocking be used.

View disposition information for Batch/LP

Using the on-hand list form, information of the disposition code will be shown for Batch/LP according to what inventory dimensions have been selected, and in the same way as the reservation logic will see the on-hand when searching for available quantity to be reserved. This means that if a Batch is blocked, no LPs within the Batch are available regardless of the disposition code for the LP itself. But if the batch holds a disposition code that makes it available, we go one step deeper to the codes on the license plates to check the disposition code here.

When only the Batch dimension is shown, the information of disposition code is shown for the Batch.

When both Batch and LP are shown, the information of disposition code shown is for the LP. However if the Batch is unavailable/blocked by a disposition code, the information for all LP within the Batch will be showing the same code as the Batch. If the Batch is available/released, the information for LP will show the disposition code for the LP

When only the LP dimension is shown, the information of disposition code shown is for the LP.

The field ‘Disposition changed’ shows the time/date of the latest update of disposition code on the batch or the license plate:

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View blocked quantity information for Batch/LP

Using the on-hand forms, information of blocked quantities on Batch/LP is available for the user, depending on the dimensions presented in the form. This feature is similar to calculation/presentation of ‘non-nettable’ quantity on the on-hand form.

The forms showing on-hand (‘InventOnhand’ and ‘InventoryOnhandMovement) can show the summation fields;

  • Blocked for sales
  • Blocked for production
  • Blocked for transfer
  • Blocked for output order (NON warehouse enabled items)

The fields are presented in a group named ‘Blocked quantities. The quantity will be considered as ‘blocked’ if one or more of the blockings has been set for the disposition code.

The blocked quantity will be calculated for each line in the on-hand form, according to information of Batch and License plate.

NOTE : The quantities do not correspond 1:1 with the physical available as a quantity could be e.g., blocked on the batch for sales, but on an LP within the batch for All

Disposition time for Batch and LP

When producing, the product that is reported as finished and put into stock/inventory, sometimes must rest for a while (dry up, cool down, freeze, mature) before they can be finally released for sale/consumption.

Therefore, there is a need to be able to setup a timeframe for Batches and LPs in the system and have a possibility to release the Batch/LP automatically, when the disposition time has gone/passed.

This will be controlled by setting up the expected timeframe (disposition time) for the batch disposition master in question and by running a periodic job for updating Batch and LP disposition code when the calculated disposition time has been reached.

Setup

The expected disposition time can be defined as days and/or hours for each disposition master. When setting the batch disposition code for Batch or LP, the Batch or LP will be given the disposition time calculated from the batch disposition master.

If no calculated disposition time is needed for a specific disposition code, an option is not to update the disposition time when assigning a new disposition code to the Batch or the LP [Do not change disposition time]. In this case no update of the disposition time will be carried out.

Figure 53: Disposition time setup for batch disposition master

For the above example, the Batch/LP assigned (as the ‘Passing’ code) with the disposition code [36DRY] will be given the disposition time (now’ + 1 day + 12 hours), where ‘now’ is the time for assigning the disposition code to the Batch/LP.

Setting up a disposition master without information of disposition time, will remove the disposition time from Batch/LP assigned with this disposition code, unless the parameter [Do not change disposition time] is chosen.

The calculation will be performed regardless of how the disposition code for Batch/LP is updated, e.g., manually, automatically from a quality order, automatically from a periodic job. Whenever changes are made for Batch/LP disposition code, the changes will be documented in the Batch disposition history or LP disposition history.

NOTE: Locations set up as production input locations, do handle usage of disposition codes differently. See section 4.7.1 for further information.

View expected disposition time information for Batch/LP

Information of expected disposition time can be seen for Batch, for LP and for on-hand forms showing Batch and/or LP information. In on-hand forms the information of disposition time will show information dependent of the inventory dimensions being shown.

When only the Batch dimension is shown, the information of disposition time is shown for the Batch.

When both Batch and LP are shown, the information of disposition time shown is for the LP.

When only the LP dimension is shown, the information of disposition time shown is for the LP.

Figure 54: Disposition time for Batch

The disposition time expresses the time where Batch/LP is expected to change disposition code to one making the Batch/LP available.

Figure 55: Disposition time for license plate

NOTE: The disposition time on a LP is updated when a change to another (or the same) batch disposition code is performed or when updating it manually. This means that if you have created a LP during report as finished, and the product is setup to add a disposition code that holds disposition time setup when on hand is added to the LP, and you then decide to reset the production (thereby removing the on-hand qty from the LP) and you opt to re-use the LP, you will have to manually update the disposition time for the LP.

Manual changes of disposition time for Batch

Information about expected disposition time can be changed for Batch. The change is performed by selecting the Batch to be changed and using the menu [Reset disposition time]. The usage of multi select is not supported.

A manual remark can be added to the update if wanted.

Figure 56: Reset batch disposition time from Batch form Figure 57: Set license plate disposition time from form ‘License plates’ using multiselecting
Periodic job ‘Advanced update batch disposition status’

[Quality / Periodic/Batches/Advanced update batch disposition status]

A new job has been added to use when updating batch disposition status codes (manually) in companies, where a setup with Disposition time has been set up:

Figure 58: Advanced update batch disposition status job

NOTE: If you have a setup of one or more Batch disposition codes with Disposition time in the current company, you will get an error when trying to use the standard job ‘Update batch disposition status’, telling you to use this new job instead:

Figure 59: Use the other job if disposition time is used
Automatic change of disposition code and -time for Batch/LP

Periodic jobs can be set up for changes of disposition code when the disposition time is reached. There are 2 separate jobs for change of disposition code, one for Batch and one for LP. The jobs can be executed from [Quality / Periodic / Disposition codes]

Figure 60: Change disposition code by disposition time 1 Figure 60: Change disposition code by disposition time 2

The jobs are designed to search for records with a specific disposition code, where the disposition time has been reached and change the disposition code to a new specific value for the Batch/LP found by the job. Set up of criteria's can be done but are not mandatory. When executing the jobs an Infolog will be presented to the user, showing the Batch/LP to be updated.

As a service for testing the setup, the jobs can be executed without updating the disposition code, only showing the Infolog.

The jobs can be set up for Batch processing with recurring pattern that match the routines in the company eliminating the need for manual interaction.

Example of process flow using disposition time functionality

Process flow for a production process, using disposition time in combination with automatic, could be like below:

User actionD365FO actionNeeded setup
Reporting qty. as finished for a production order, using Batch and LP informationLPs are created with on-hand and disposition code according to setup for the item. Disposition time for the LP's is calculated according to setup of the disposition code. The LP history table is updated.Disposition code for created LP without any on-hand, is setup as a general system parameter for the inventory module. Disposition code for LP when first on-hand is allocated to the LP, is setup in general for the item model group, or specific for the item. If setup differently, setup for the item is used. Disposition code is setup with information of disposition time, and as unavailable .
Quality orders are created depending on the quality associations.One or more quality associations have been setup and approved for the item with reference type ‘Production’.
Registration of test resultsResults are stored and automatic validation of the quality order is performed. Quality order will ‘Pass’ or ‘Fail’. Disposition code for Batch/LP will be updated to ‘Pass’ or ‘Fail’ value. The Batch/LP history table is updated.Test group used by the quality order is setup with information of ‘Pass/Fail’ disposition codes and parameter for automatic validation. Disposition codes for ‘Pass/Fail’ are setup not to update the disposition time, and as unavailable . This will keep the original disposition time for LP when changing to disposition code to the ‘Pass/Fail’ values.
A job is executed to change disposition code for Batch/LP with ‘Pass’ disposition code and where disposition time has been reached (can be setup to Batch execution)Batch/LP's that hold the specified disposition code and where the disposition time has been reached, are updated to a ‘Released for sale’ disposition code, and the disposition time is removed. The Batch/LP history table is updated.Batch execution for change of Batch/LP disposition code is setup as recurrent each 5-10 minutes. The ‘Release for sale’ disposition code has been setup without information of disposition time, and to status available .
Parameter for ‘Nettable’

The batch disposition code can be used for batches as well as for license plates. This means that the parameter ‘Nettable’ will be used by the master planning to control whether the batch or license plate is to be included in the available on-hand when running the master planning.

When presenting the result of a master planning, the available on-hand will be presented on batch level even though the calculation is running on license plate level.

Important Usage Disclaimer : It should be noted that while the 'Nettable' parameter effectively controls inventory availability in the context of standard Master Planning, its functionality does not apply and is not supported when using the Planning Optimization Add-in for master plan calculations. Planning Optimization is an advanced add-in that performs master planning calculations outside of Dynamics 365 Supply Chain Management and its SQL database, enhancing overall planning performance. Therefore, in scenarios where Planning Optimization is utilized, the 'Nettable' parameter will not influence whether a license plate is considered available during planning processes.

Figure 61: Nettable flag
Manual change of disposition code for LP

In scenarios where you want to update the LP disposition code manually, this can be done from the overview form for LP [Quality / Inquiries / License plates] using the menu [Reset disposition status].

The reset tool can be used for a single LP record selected or for several LP’s selected (multi select). The dialog will show the number of records selected and give the possibility to run without updating.

Figure 62: Run with update

If run without update, a message will be shown with all selected records in a message, but no update is done. This is the default value for the dialog.

If run with update, a message will be shown with all selected records, and update is done. This has actively to be selected in the dialog by the user.

Figure 63: Job run without update on with update - Message details 1 Figure 63: Job run without update on with update - Message details 2
Manual change of disposition time for LP

In scenarios where you want to update the LP disposition time manually, this can be done from the overview form for LP [Quality / Inquiries / License plates] using the menu [Reset disposition time].

The reset tool can be used for the LP selected or for the number of LP selected (multi select). The dialog will show the number of records selected and give the possibility to run without updating.

If run without update, a message will be shown with all selected records, but no update is done. This is the default value for the dialog.

If run with update, a message will be shown with all selected records, and update is done. This has actively to be selected in the dialog by the user.

Blocking manual picking of blocked license plates

The module controls manual picking processes for license plates (LPs), specifically outlining their impact on mobile application interactions and picking list posting. Although these quantities are physically present in the warehouse, the system actively prevents their manual issue . Disposition codes are used to precisely control the availability of products for various processes, including manual consumption for production or batch orders.

  1. Blocking Picking via the Mobile Application - if a license plate (LP) has a disposition code assigned that is configured to block picking for production, it is not possible to register manual picking of that LP using the D365FO Warehousing mobile application. This is achieved by setting the disposition code to Unavailable for production picking — the “ Block picking ” flag under the Production group is set to Yes .
  2. Blocking Picking List Posting ("Block production picking journal") - If the 'Block production picking journal' flag is set to Yes, posting the picking list is not allowed.

Note: Specific Scenario: Picking Allowed, Posting Blocked : a specific scenario is possible where the 'Block picking' is set to 'No' (allowing picking registration via the mobile app), but the 'Block production picking journal' flag is set to 'Yes' (preventing posting). In this case, it is possible to perform the physical picking and a picking list will be created, but it will not be possible to post this picking list . This means the inventory transaction cannot be finalized in the system, even if the physical movement has occurred .

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