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  • Beau Schwieso

Teaching Route Cards like I'm... Google Maps

A picture of Route 66 through the mountains.

Not that kind of routes... they're better! This version of routes won't stop traffic through Radiator Springs (kudos if you get this reference).



If you joined us last time, you learned how job cards can transform your DIY projects and streamline your manufacturing processes in Dynamics 365 Finance & Operations. Today, we're taking it a step further by diving into the world of route cards.


Text saying Buckle Up, Buttercup

What Are Route Cards?


Think of route cards as the roadmap for your manufacturing journey. While job cards detail what needs to be done, route cards outline where and when each task should occur. They ensure that every step of the production process is carried out in the right sequence and at the right work centers.


Why Should You Care About Route Cards?

Different departments in your organization will find route cards invaluable for various reasons:


  • Production Planning: Ensures that each task is completed in the correct order, optimizing efficiency and reducing downtime.

  • Quality Control: Monitors the progress and sequence of tasks to maintain high standards.

  • Logistics and Scheduling: Helps in planning the workflow, avoiding bottlenecks, and ensuring timely completion of production orders.


Users and Consumers of Route Cards


Users:

  1. Production Managers: Oversee the entire manufacturing process, using route cards to plan and schedule tasks.

  2. Quality Control Inspectors: Ensure each step meets quality standards by following the sequence in the route cards.

  3. Logistics Coordinators: Use route cards to manage workflow and resources efficiently.


Consumers:

  1. Manufacturing Workers: Follow the route cards to perform tasks in the right order and at the designated work centers.

  2. Supervisors: Monitor the progress and ensure adherence to the planned route.

  3. Maintenance Teams: Use route cards to schedule regular maintenance tasks without disrupting the production flow.


Responsibilities for Setting Up and Maintaining Job and Route Cards


Job Cards:

  • Initial Setup: Typically done by Production Managers or Supervisors. They define the tasks, assign resources, and set time estimates.

  • Maintenance: Regularly reviewed and updated by Production Managers to reflect changes in processes or resource availability.


Route Cards:

  • Initial Setup: Created by Production Planners or Industrial Engineers. They map out the sequence of operations, work centers, and time requirements.

  • Maintenance: Updated by Production Planners to optimize workflow, incorporate new work centers, or adjust for process improvements.


How Route Cards Complement Job Cards


Route cards and job cards work hand-in-hand to ensure a smooth and efficient manufacturing process. While job cards focus on the specifics of each task, route cards provide the bigger picture by detailing the sequence and locations for those tasks.

Let's revisit our previous examples to see how route cards come into play.


Example 1: Crafting Your Kid’s Art Project


Job Card Tasks:

  1. Prepare materials

  2. Assemble volcano base

  3. Paint and decorate


Route Card Sequence:

  1. Step 1: Cut newspaper strips in the living room.

  2. Step 2: Inflate the balloon and layer strips in the kitchen.

  3. Step 3: Paint and decorate in the backyard (to avoid mess indoors).


Example 2: Assembling a New BBQ Traeger


Job Card Tasks:

  1. Unbox components

  2. Assemble the frame

  3. Attach main body and grill

  4. Final assembly and testing


Route Card Sequence:

  1. Step 1: Unbox components in the garage.

  2. Step 2: Assemble the frame in the workshop.

  3. Step 3: Attach the main body and grill on the patio.

  4. Step 4: Perform final assembly and testing in the backyard.


Tracking Financial Impacts of Production Orders


While production teams focus on job and route cards, the finance department plays a critical role in tracking the financial impacts of production orders. This is primarily done through the Cost Accounting and Inventory Management modules in Dynamics 365 F&O.


Key Financial Tracking Areas:


  • Cost Accounting: Tracks direct and indirect costs associated with production orders, including labor, materials, and overhead.

  • Inventory Management: Monitors the value of inventory used and produced, ensuring accurate valuation and cost tracking.

  • Production Order Costs: Directly linked to production orders, allowing finance to track expenses and compare them against budgets.

  • General Ledger Integration: Ensures all production-related financial transactions are reflected in the company’s financial statements.


Dad’s Final Thoughts


Understanding and utilizing both job cards and route cards in Dynamics 365 F&O can turn even the most chaotic projects into well-oiled machines. Whether you’re managing complex manufacturing operations or tackling weekend DIY projects, these tools ensure every task is completed efficiently and in the right order. And remember, while production teams focus on getting the job done, the finance team ensures every penny is accounted for!


Dad Joke of the Day

Why don’t scientists trust atoms? Because they make up everything!






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