About Lean manufacturing migration

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic describes the migration scenario for Microsoft Dynamics AX 2012 Lean manufacturing. There is a new data model, so there is no code upgrade needed. However, before you upgrade to Microsoft Dynamics AX 2012, you must migrate the Lean manufacturing for Microsoft Dynamics AX 2009 data to the new model. This scenario requires that you complete the following pre-upgrade tasks:

1. Create the Microsoft Dynamics AX 2012 Lean manufacturing framework and set up the necessary base data.

2. Prepare the current version data for migration to the Microsoft Dynamics AX 2012 Lean manufacturing framework.

You perform these tasks in the following forms:

• Convert kanbans to next version kanban rules form – Use this form to convert the current version kanban rules to the next version. To open the form, click Preprocessing upgrade checklist > Prepare application data for preprocessing > Prepare kanbans for migration. See Convert kanbans to next version kanban rules (form) for more information.

• Convert LOS-BTO schedules to next version kanban rules form – Use this form to convert the current version LOS schedules to the next version. To open the form, click Preprocessing upgrade checklist > Prepare application data for preprocessing > Prepare LOS schedules for migration. See Convert LOS-BTO schedules to next version kanban rules (form) for more information.

Create the Lean manufacturing framework

The Microsoft Dynamics AX 2012 Lean manufacturing data structures consist of production flows and production flow activities. To create these and set up the associated data, complete the following tasks. In the Convert kanbans to next version kanban rules form, or alternatively, in the Convert LOS-BTO schedules to next version kanban rules form, click Next version base data, and then select the appropriate form.

• In the Production flow model form, create and configure production flow models. These models define: the capacity settings for work cells and the display settings that are used in the kanban boards. See Production flow model upgrade (form) for more information.

• In the Lean manufacturing next version value streams form, define the value streams that are used to classify and aggregate lean financial transactions. Each new production flow references a value stream. During the upgrade process, the value streams are converted to operating units. See Lean manufacturing next version value streams (form) for more information.

• In the Standard workdays for calendar form, define the length of a standard work day, in hours, for the current calendars. To measure work cell capacity in periods that consist of hours and minutes, you must define this in the calendars. See Standard work days for calendar (form) for more information.

• In the Work cells migration form, define additional settings for current work cells that are to be upgraded. The additional, mandatory settings to define are as follows: input warehouse and location, output warehouse and location, and production flow model. See Work cells migration (form) for more information.

• In the Production flows form, create production flows and production flow activities that identify and describe your company’s basic business processes and product families. You can define process activities and you can define transfer activities. Create activity relations to link activities and establish a production flow sequence. See Production flows upgrade (form) for more information.

• In the Lean manufacturing next version parameters form, define the additional production parameters for Lean manufacturing. These parameters are used to create production flows and generate kanban jobs during the upgrade process. See Lean manufacturing next version parameters (form) for more information.

• In the Lean schedule groups form, define the lean schedule groups that are used to aggregate items for production at a particular work cell. See Lean schedule groups upgrade (form) for more information.

Prepare the current version data for migration

When the Microsoft Dynamics AX 2012 Lean manufacturing framework is created and the base data is set up, you prepare the current version data for migration to the next version. Use the Convert kanbans to next version kanban rules form to prepare the current version kanban rules. Alternatively, use the Convert LOS-BTO schedules to next version kanban rules form to prepare the current version LOS-BTO schedules.

Review the current rules and map them to the Microsoft Dynamics AX 2012 Lean manufacturing framework. The following table gives an overview of the core concepts in Lean manufacturing for Microsoft Dynamics AX 2009 and the corresponding concepts in Microsoft Dynamics AX 2012 Lean manufacturing. Use this information to guide you when you map the current kanban rules.

Microsoft Dynamics AX 2009 feature	Microsoft Dynamics AX 2012 feature	Conversion of business rules	Conversion of active transactions	Conversion of handling units
Fixed quantity kanban	Fixed quantity kanban	Supported	Supported	Supported
Subcontracting kanban	Fixed or scheduled kanban	Convert to manufacturing kanban	Supported	Supported
Purchase kanban	Withdrawal kanban from a warehouse location that has the item coverage type, Purchase order	Convert to withdrawal kanban	Supported	Supported
PTO (pull-to-order) kanban Sales Kanban	Event kanban Sales event Kanban line	Supported	Supported	Not applicable
Target kanban	Scheduled kanban	Supported	Supported	Supported
Phased target kanban	Scheduled kanban	Supported	Supported	Supported
Family grouping and item grouping	Item allocation key	Supported	Not applicable	Not applicable
Family grouping and item grouping	Lean schedule group	Supported	Not applicable	Not applicable
Kanban group code	Kanban card number sequence	Supported	Not applicable	Not applicable
Kanban template	All kanban types	Through item allocation key	As kanban type	As kanban type
Generic kanban	Not applicable. Use the Product configurator for configurable items.	Upgraded as a normal kanban rule without extended data.	Kanban is upgraded as normal fixed quantity kanban.	Not applicable
LOS – BTO schedule First level Level 2-n	Event kanban Sales event kanban Kanban line event	Supported	Supported	Not applicable
LOS cumulative schedule	Production schedule and Supply schedule form	No specific setup is required to use the Supply schedule form and work with planned orders	Not applicable. The schedule is established during the next master planning run.	Not applicable

Note

During the bulk upgrade process, the Microsoft Dynamics AX 2012 Lean manufacturing kanban rules are generated.

See also

Production flow model upgrade (form)

Lean manufacturing next version value streams (form)

Standard work days for calendar (form)

Work cells migration (form)

Production flows upgrade (form)

Lean manufacturing next version parameters (form)

Lean schedule groups upgrade (form)

Convert kanbans to next version kanban rules (form)

Convert LOS-BTO schedules to next version kanban rules (form)