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  • Beau Schwieso

Getting Serious with 'Per Series' in D365 F&O—No Dad Jokes, Just Series-ly Good Info!



If you’re anything like me, you might have stumbled across the term 'Per Series' in Dynamics 365 Finance & Operations and wondered, “Did someone misspell 'Per Siri' and confuse D365 with a voice assistant?”


But no, 'Per Series' is not a feature that will talk back to you when you're feeling lonely in the office—it’s a crucial field used in the configuration of Bills of Materials (BOM) and Formulas within D365 F&O, especially when dealing with manufacturing processes.


In this blog, we'll unravel what 'Per Series' means in the context of BOMs and Formulas, how to set it up, and explore three different industries where this configuration can play a pivotal role in achieving operational efficiency.


Grab your coffee (or your tapas), and let’s get started!


What is 'Per Series' in BOM and Formula Configuration?

In Dynamics 365 F&O, the 'Per Series' field is a setting you encounter when configuring Bills of Materials (BOM) or Formulas for manufacturing. It defines the unit of measure (UOM) in which the quantity of each component is specified. Essentially, 'Per Series' determines the standard size or amount of production that the BOM or Formula applies to.


For example, if you're manufacturing a product in batches of 100 units, the 'Per Series' might be set to 100. This means all component quantities in the BOM or Formula are specified per 100 units of the finished product.


How to Set Up 'Per Series' in D365 F&O

Setting up 'Per Series' is straightforward but can have significant implications on your manufacturing process. Here’s how you can configure it:

  1. Navigate to the BOM or Formula Setup: Go to Production control > BOMs or Formulas depending on what you're configuring. Select the BOM or Formula you want to work with.

  2. Access the 'Per Series' Field: In the BOM or Formula lines, you’ll find the 'Per Series' field. This is where you define the standard quantity that all component quantities will be based on.

  3. Specify the 'Per Series' Quantity: Enter the quantity that represents the standard production batch. For example, if the BOM is designed to produce 50 units of the finished product, you would enter 50 in the 'Per Series' field.

  4. Adjust Component Quantities: Once 'Per Series' is set, you’ll need to ensure that the quantities for each component are adjusted accordingly. The quantities should reflect the amount needed to produce the specified 'Per Series' quantity of the finished product.

  5. Save and Apply: After setting the 'Per Series' and adjusting component quantities, save your configuration. The BOM or Formula is now standardized based on the 'Per Series' you defined.


Industry Examples

Now that you know how to set up 'Per Series,' let’s explore three industries where this configuration is crucial for effective manufacturing operations.


1. Food & Beverage Industry

In the food and beverage industry, precise measurements are critical. Whether you’re producing bottled beverages or packaged snacks, the 'Per Series' setting allows you to standardize your recipes and ensure consistency across batches.


For example, if a beverage company produces juice in batches of 1,000 liters, the 'Per Series' might be set to 1,000. This ensures that the ingredient quantities specified in the Formula are always aligned with a 1,000-liter batch, making production both consistent and scalable.


2. Pharmaceutical Industry

In pharmaceuticals, accuracy in production is not just important—it’s mandatory. The 'Per Series' setting ensures that every batch of medication is produced with the exact same component quantities, reducing the risk of dosage errors.


For instance, if a medication is produced in batches of 10,000 tablets, the 'Per Series' would be set to 10,000, and all ingredient quantities in the BOM or Formula would correspond to that batch size. This is critical for maintaining quality and regulatory compliance.


3. Chemical Manufacturing Industry

Chemical manufacturing often involves complex formulas where the ratios of components must be precise. The 'Per Series' setting ensures that the proportions of chemicals in the formula are always consistent, regardless of the batch size.


For example, a chemical company producing 500 kilograms of a compound might set the 'Per Series' to 500. This standardization ensures that the mix of raw materials is perfectly calibrated for each production run, minimizing waste and ensuring product consistency.



And remember, while 'Per Series' in D365 won’t talk back to you like Siri, it will definitely keep your manufacturing process in line. Series-ly.


Dad Joke of the Day

Why did the component cross the road? To get to the 'Per Series' setting, of course!


Helpful Resources to Learn More

If you're looking to dive deeper into how to configure and optimize the 'Per Series' field in Dynamics 365 F&O, here are some valuable resources:




Have a great week!

DynamicsDad

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