Manufacturing on Product Documentation

Overview

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

BE-terna Manufacturing extends Microsoft Dynamics 365 Business Central with additional capabilities for production planning, production order handling, purchasing, logistics, tool management, and costing and reporting. This documentation brings the main use cases together so that users and key users understand the business flow, the required master data, and the downstream processes in context.

Business Value

Brings daily tasks, KPIs, and navigation targets for manufacturing together in a dedicated role center.
Reduces manual maintenance through automatic defaults for routings, production BOMs, locations, and production orders.
Supports planning through enhanced planning worksheets, automatic planning runs, and production families.
Makes release, posting, correction, and reopening of production orders easier to trace and more reliable.
Connects production with purchasing, logistics, tool management, and costing in one connected process landscape.

Areas and Topics

Role center and daily orientation

The BE-terna Manufacturing role center combines the main entry points for items, production orders, routings, BOMs, capacities, and tasks. Users also see KPIs for their own and general production orders, delayed operations, and follow-up tasks for day-to-day control.

Master Data and Setup

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

This page describes master data and basic setup in BE-terna Manufacturing. First prepare the central production setup, then make sure that items, routings, production BOMs, locations, and additional validation logic are maintained so that later production orders work with consistent defaults.

Prerequisites

Core manufacturing functionality in Business Central is set up and users can access items, routings, production BOMs, production orders, and Manufacturing Setup.
Number series, locations, work center groups, and vendors for subcontracting are aligned from a business perspective where required.
Item templates or similar master data defaults are available if consumption and output locations should be prefilled systematically.

Recommended Sequence

Complete all Manufacturing-specific switches and standard values in Manufacturing Setup.
Maintain item templates and item master data including location defaults, item tracking, and optional item versions.
Create or open routings and production BOMs directly from the item card.
Configure additional rules for routing link codes, location transfers, and work center groups.
Test the effect with a sample item and an initial production order.

Area: Master Data and Setup

Use Manufacturing Setup as the central control point

Several BE-terna Manufacturing extensions are activated centrally through Manufacturing Setup. This includes automatic defaults for Assigned User ID in the production order, a Default Gen. Bus. Posting Group, a Default Output Location Code, transfer of production details, validation logic for routing link codes, and calculation methods for output and consumption.

Production Planning

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

This page describes the extended planning workflows in BE-terna Manufacturing. It helps users process demand from sales orders or planning suggestions, set up automatic planning runs, and include special scenarios such as production families or additional personnel and tool requirements in a structured way.

Business Value

Transfers the sales unit of measure and sales quantity directly into the production order during order planning.
Speeds up planning worksheet handling through bulk actions for action messages.
Enables automatic planning runs with reusable filters, planning horizons, and target worksheets.
Supports production families for co-products or multiple outputs per operation.
Makes additional personnel and tool requirements visible already in the routing and later in the production order.

Area: Production Planning

Order planning with sales units of measure

When you derive a production order from a sales order through Actions > Plan > Planning, BE-terna Manufacturing transfers not only the demand but also Unit of Measure and Quantity from the sales line. This keeps planning in packages or pallets intact instead of automatically converting to the base unit.

Production Order Management

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

This page describes production order management in BE-terna Manufacturing. It explains how orders are created with meaningful defaults, reviewed before release and finish, reported through workers and journals, enriched with item tracking, and corrected or reopened in a controlled way when necessary.

Business Value

Transfers key defaults such as assigned user, posting group, and location automatically into new production orders.
Provides dedicated overview pages for release status and readiness to finish.
Supports workers with a dedicated time registration role center, authentication, and filtered order visibility.
Controls item tracking and automatic quantity calculation directly in the production order and output journal context.
Automatically proposes the matching application entry for negative correction postings.
Allows finished production orders to be reopened for required follow-up postings.

Area: Production Order Management

Create production orders with standard defaults

New production orders can be created manually, from sales orders, from planning suggestions, or from order planning. When the related switches are enabled in Manufacturing Setup, the system automatically transfers Assigned User ID, Gen. Bus. Posting Group, and Location Code into the order.

Purchasing and Subcontracting

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

This page explains how BE-terna Manufacturing extends the purchasing area in Business Central with subcontracting processes. It covers the modeling of subcontracting through work center groups and routings, the creation of linked purchase orders, pricing for subcontracted operations, and the connection to transfer and receipt processes.

Business Value

Makes the relationship between production order, subcontracting suggestion, purchase order, and purchase receipt transparent.
Transfers item description fields into subcontracting purchase lines when needed.
Supports subcontracting prices with quantity tiers, currencies, and validity periods.
Connects purchase orders and transfer orders for component supply to the subcontractor.
Enables the use of standard warehouse receipt and put-away processes for suitable return scenarios.

Area: Purchasing

Content Focus

The functions described here belong to the purchasing area in Business Central because they extend purchase orders, vendors, pricing, and transfer references for collaboration with subcontractors.

Logistics

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

This page describes the logistics enhancements in BE-terna Manufacturing around pending consumption postings and returned goods from subcontracting. It helps users handle posting failures caused by insufficient inventory in a controlled way and connect returned subcontracted work to the standard warehouse receipt flow.

Business Value

Handles backward-flushed components with insufficient stock as pending consumption instead of simply losing the posting intent.
Makes open residual consumption visible in the production order and therefore prevents incomplete order finishing.
Allows pending consumption to be reposted even from another location.
Supports cancellation of pending residual consumption when the root cause was resolved outside the production order itself.
Reuses standard warehouse receipt, put-away, and inventory put-away processes for suitable subcontracting return scenarios.

Area: Logistics

Content Focus

Activate pending consumption by location

Whether pending consumption is allowed is decided per Location. This is especially useful for subcontractor locations where backward-flushed component consumption is not fully controlled by your own warehouse team.

Tool Management

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

This page describes tool management in BE-terna Manufacturing. It explains how tools and complete tools are structured in master data, assigned to operations, logged automatically during output reporting, maintained through repair orders, and posted directly through tool journals where required.

Business Value

Manages tools and complete tools with their own history and optional tool BOM structures.
Transfers tool assignments from the routing into the production order.
Logs tool usage automatically through tool ledger entries when output is reported.
Supports repair orders with fault coding, new service life values, and status updates.
Integrates tool posting and tool usage with Business Central dimension logic.

Area: Tool Management

Content Focus

Provide tools, complete tools, and the right role center

Tool management comes with a dedicated role center. From there, users can open master data and setup data for tools, complete tools, tool groups, fault codes, and supporting tables. Tools represent self-contained units, while Complete Tools combine several components into one productive configuration through a tool BOM and its versions.

Costing and Reporting

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

This page describes the most important costing and reporting functions in BE-terna Manufacturing. It helps users print production orders in a structured way, trace costs across multiple production levels, evaluate WIP, and follow the value chain through related item ledger entries in both directions.

Business Value

Structures production order output into readable reports with header, line, routing, and component information.
Analyzes expected versus actual costs across all relevant production levels.
Reduces WIP reports to the materially relevant production orders through a configurable threshold.
Supports forward and backward navigation through related item ledger entries across the value chain.
Simplifies operational and financial analysis without manually combining many separate views.

Area: Costing and Reporting

Production order printouts and job cards

With Prod. Order Printout BE and the extended Production Order Job Card, BE-terna Manufacturing provides reports with much more structure than the standard output. They include production order header data, production order lines, routing lines, and components. The job card also adds descriptions, quantities, unit codes, required times, QR information, and further line-level details.

Process Catalog

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

This process catalog bundles the main business workflows in BE-terna Manufacturing. It serves as an entry point when you want to understand end-to-end processes from master data preparation through production, purchasing, and costing, or jump quickly to the relevant detail page.

Context

Initial configuration of Manufacturing Setup, items, routings, and locations is described on the Master Data and Setup page.
The thematic pages provide the detailed instructions for production planning, production orders, purchasing, logistics, tool management, and costing and reporting.

Prerequisites

Master data, routings, production BOMs, and locations are maintained for the relevant items.
Users can access planning worksheets, production orders, output journals, and the required lists or role center pages.

Process Catalog

Process Prepare manufacturing items and master data Set up items, routings, BOMs, item versions, and core switches so later production orders work with the correct defaults. +

Activate the required automation in Manufacturing Setup for default fields, locations, routing link codes, and journals.
Create or open routings and production BOMs directly from the item card and review active versions where needed.
Maintain item versions, location defaults, and routing link codes so that traceability remains intact in the production order.
See Master Data and Setup for the detailed configuration.

Process Plan demand and create production orders Transfer demand from sales, planning worksheets, and recurring planning runs into concrete production orders. +

Use order planning with sales units where quantity and unit should flow from the sales order into the production order.
Review action messages in the planning worksheet together when several suggestion lines should be accepted or reset in one step.
Set up recurring planning runs through the job queue when planning worksheets should be generated automatically.
Use production families when one production order should combine several items or quantities with the same routing.
The related instructions are collected on Production Planning.

Process Review, release, and process production orders After creation, the production order moves through defaults, overview pages, release checks, posting, and controlled rework. +

Create production orders manually, from sales orders, from planning suggestions, or from order planning.
Review material availability and processing status through the overview pages for firm planned and released production orders.
Use defaults, reopening, rework, and worksheet views to manage production orders in a controlled way.
Use reopening and correction suggestions only for necessary follow-up postings, not for renewed operational planning.
See Production Order Management for the detailed lifecycle.

Process Manage reporting and item tracking in the production order Journals, quantity automation, correction suggestions, and item tracking work together closely in production order management. +

Use related output and consumption posting when quantities should be calculated automatically from each other.
Use correction suggestions when negative output or consumption postings should propose the matching application entry automatically.
Review inventory information in the production or consumption journal before backward flushing or correction postings are carried out.
Use item tracking when serial, lot, or package information should be generated automatically or transferred from a main component.
Details follow on Production Order Management.

Process Execute subcontracting through purchasing Subcontracting operations are handled in the purchasing area with purchase orders, pricing, and transfer links for subcontractors. +

Calculate the subcontracting suggestion from the released production order and create the purchase order from it.
Open related documents directly from the production order or purchase order to review the current subcontracting status.
Maintain subcontracting prices by vendor, work center group, and item where costs should not come only from the routing.
Use purchase-transfer link lines when components have to be shipped together with the subcontracting purchase order.
See Purchasing and Subcontracting for the detailed process.

Process Handle returns and pending consumption through logistics Subcontracting returns and pending consumption postings form a dedicated logistics follow-up process. +

Use warehouse receipt, put-away, or inventory put-away for subcontracting returns in the standard flow only when the subcontracting operation is the last routing operation.
Activate pending consumption by location only where backward flushing with routing link codes should be handled in a controlled way.
Clear open residual consumption through reposting or cancellation before a production order is finished.
See Logistics for the detailed flow.

Process Use and maintain tools in the production process Tools are created as master data, assigned to routing operations, logged through posting, and maintained through repairs. +

Assign tools and complete tools directly to routing operations so they flow into the production order.
Use output posting when tool usage should create tool ledger entries automatically.
Control repair orders, service life, cavities, and status so tools can be returned to service in a controlled way.
See Tool Management for the detailed processes.

Process Evaluate production orders through costing and reporting Dedicated reports support final costing, WIP valuation, and traceability of related item ledger entries. +

Use production printouts and production order job cards when production orders should be reviewed with header, line, routing, and component details.
Review final costing across multiple production levels when expected and actual material or capacity costs should be compared.
Check WIP values and related item ledger entries when you need to understand amounts, origins, or downstream documents of a production order.
The Costing and Reporting page groups the relevant perspectives.

Result

You can place the most important manufacturing processes in BE-terna Manufacturing into one coherent business context.
You can navigate faster to the right detail page for setup, operational handling, and reporting.
Transitions between production planning, production orders, purchasing, logistics, and costing remain understandable.

FAQ

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FAQ Why is my item version not shown in the production order? Usually no version is certified, the number series is missing, or the production order was not refreshed after the change. +

First check on the item card whether a number series for item versions is maintained and whether exactly one version has the status Certified. Then review the FactBox on the item card or item list and run Process > Refresh Production Order on the production order. Only then is the certified item version transferred into the production order line. Details are available on Master Data and Setup.

FAQ Why are planning results missing from my automatic planning run or expected worksheet? Overlapping item filters or several planning runs for the same item are the most common cause. +

If one item is covered by several planning run setups, the result is written into the worksheet of the last calculation. Review Planning Group, Filter Expression, the Parameter String of the job queue entry, and the target worksheets of the different planning runs. This helps prevent planning suggestion lines from being deleted or overwritten elsewhere. See Production Planning.

FAQ Why can't I finish a production order? Open pending consumption, remaining component postings, or missing operation confirmations are the most common causes. +

Start with the released production order overview and check whether components, capacity entries, or warehouse picks are still open. If the production order shows Pending Consumption, that quantity must first be reposted or cancelled before the order can be finished. Details are available on Production Order Management and Logistics.

FAQ Why does the worker time registration not show the operations I expect? Usually worker filters on work center group, work center, or department apply, or the operations are not released. +

First review the worker master record and the maintained filters. In time registration, only released operations are shown that match those criteria. In addition, the signed-in worker can manually change filters on the time registration page; these deviations are highlighted visually. Also check the Worker Authentication Type and the dedicated worker role center setup. See Production Order Management.

FAQ Why does automatic backward flushing fail during output posting or warehouse receipt? Usually inventory is missing for a component linked by routing link code, or the location is not configured for pending consumption. +

If an operation uses components with Flushing Method = Backward and a routing link code, enough inventory must exist for automatic consumption. If stock is missing, posting either fails or creates pending consumption entries, depending on the location setup. Review inventory, location settings, and the Logistics page.

FAQ Why were serial or lot numbers not transferred automatically? Automatic item tracking depends on the tracking code setup, the main component, and the exact process step that triggers the transfer. +

Check whether the tracking code logic is configured consistently on the tracking code, the main component, and the output item. Depending on the scenario, numbers are created only when the production order is refreshed, the assembly quantity is validated, or the main component consumption is posted. Also note that not every combination of serial, lot, and package transfer is supported. See Production Order Management for the details.

FAQ Why are default values such as user or location missing in the production order? The order origin and item-based overrides influence which defaults are finally transferred. +

The transfer of Assigned User ID, Gen. Bus. Posting Group, and Default Output Location Code depends on the switches in Manufacturing Setup and on how the order was created. In addition, an output location maintained on the item overrides the default from setup. Review both Manufacturing Setup and the item card. See Master Data and Setup and Production Order Management.

FAQ When should I reopen a finished production order? Reopening is intended for corrections and follow-up postings, not for renewed operational planning. +

Finished production orders should only be reopened when additional consumption, output, or reversal postings are required. A reopened order is not rescheduled for capacity planning, and backward-flushed positions do not create a second automatic backward posting when the order is finished again. Do not use reopening as a normal workaround to bring a completed order back into operational planning. See Production Order Management.

FAQ Why does warehouse receipt in subcontracting not work as expected? Often the subcontracting operation is not the last routing operation, or backward-flushed components with routing link codes cause follow-up issues. +

For the supported standard flow, the subcontracting operation should be the last operation in the routing. If it is not, the return can still be posted, but the internal follow-up move to the next work center is not supported. Also review whether components with Flushing Method = Backward and a routing link code are involved. In such cases, Purchasing and Subcontracting and Logistics explain the limitations.

FAQ Why do tool dimensions or tool ledger entries not appear as expected? Usually the activation in Manufacturing Setup is missing, the tool is not assigned correctly on the operation, or the number of dimensions is too high. +

First review the tool assignment on the operation and, for complete tools, also the switch that controls posting during output reporting. If dimensions from tools should flow into output reporting lines, the related activation in Manufacturing Setup must be enabled. Also note that a maximum of 10 dimension values per output reporting line is supported. Details are available on Tool Management.