Manufacturing 100 USER GUIDE V SCANCO SUPPORT: FAX:

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1 Manufacturing 100 USER GUIDE V SCANCO SUPPORT: FAX:

2 Copyright All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners. The contents herein are summary in nature and subject to change without notification from Scanco Software, LLC. Scanco Software, LLC, accepts no responsibility for inadvertent errors or omissions. Scanco Software, LLC 1000 N Tamiami Trail Suite 201 Nokomis, FL

3 Table of Contents Before you Begin... 4 Available Features, Options and Permissions...4 Log In and Out of Scanco Manufacturing Basic Instructions and Use... 6 Tap or Click / Scan or Enter...6 Back, Exit, and Enter Buttons...6 Using the Mobile Keyboard...6 Using a Lookup...7 Printing Inventory Labels...7 Send/Submit Batch Transactions...7 Issuing Parts for a Work Ticket... 8 Issue parts for a work ticket...8 Delete an item or a lot in a parts usage record Return an item (Return Transaction) Add parts to a work ticket (Non work ticket transaction) Issuing Make To Stock Items Issue a Make to Stock Item for Inventory Tracking Labor for a Work Ticket Start Tracking Time End Tracking Time, Change Labor Status, or Review Assigned Work Delete a Labor Entry Work Ticket Status Update the Status of a Work Ticket Checking Import Status to Sage Tracking Time Worked

4 Manufacturing 100 Manufacturing 100 integrates with various Sage modules where information about work tickets, materials requests, inventory availability, and other information is shared to complete a work ticket. Manufacturing 100 is comprised of four components: Parts For each work ticket, you can identify and request the materials needed to be made and track their completion in Sage. Labor Tracks time worked for any work ticket. Make to Stock Tracks assembled (finished) goods being made for inventory. Time Card You can use Time Card to track employee hours. Before you Begin To use Manufacturing 100, you must have Mobility for Bar Code and EZ Import installed, and your system settings and permissions must be set up. For more information, see your system administrator or these guides: Scanner Setup User Manual to set up your scanning devices. Scanco Portal Manual to set up manufacturing 100 users and profiles. Available Features, Options and Permissions Some features and options described in this manual may only be available depending on your system set up. As well, based on your user permissions, you may only have access to certain features and options. If you require additional access, see your system administrator. NOTE: This guide describes all functionality regardless of your current set up or permissions. 4

5 Working in Manufacturing 100 Log In and Out of Scanco Manufacturing 100 Logging into Scanco Manufacturing 100 is as easy as 1, 2, Tap Login. 2. Scan or type your User ID. Tap Enter. 3. Type your Password. Tap Enter. NOTE: If your user profile belongs to more than one Company, you will be asked to select the company you are logging into. You can scan, type or use the Lookup to select the company. To log out, Tap Logout on the main screen. 5

6 Basic Instructions and Use There are many common options and functions throughout Manufacturing 100. This section describes the basics for working in the application. Tap or Click / Scan or Enter Depending on how you use Manufacturing 100; on your desktop, note pad, or mobile device, instructions to click buttons on your desktop application is the same as tapping/touching buttons on your mobile device or note pad. As well, you will be able to scan barcodes to enter information into screens, but you can also enter them manually using your desktop or mobile keyboard. For the purposes of this guide, you will be instructed to tap or scan, but you can use any method you like. Back, Exit, and Enter Buttons Tap Back to return to the initial Manufacturing 100 screen. Tap Enter to proceed to the next screen. Tap Exit to return to the login screen. Using the Mobile Keyboard If you are using a mobile device, you can type directly into a field using the mobile keyboard. 1. Tap Keys at the bottom of your screen. (You can close the keyboard by tapping Keys again.) 2. Toggle between letters and number by tapping the Num and/or ABC button in the lower left corner of the screen. 6

7 Using a Lookup When entering information in a field, use a lookup to find and/or narrow you search results. 1. When the focus is on the field you want to search, tap Lookup. Or, type part of the information you are looking for into the field, then tap Lookup. 2. When the results appear, select an item. Then, tap OK. Printing Inventory Labels On any screen where you see a Print button, you can print inventory labels for an item. Send/Submit Batch Transactions For any parts issued (including make-to-stock) or labor entries, you must send or submit all transactions to Sage 100. If your system is set up to automatically send transactions, this will occur when the import function is running in Sage. You can manually send or submit batch transactions when the Send or Submit button is available on a screen, such as shown here: You will receive a message to confirm your actions. If the submission was successful, a message appears confirming the data was sent to Sage. 7

8 Parts Usage Issuing Parts for a Work Ticket You will issue parts using information from a work ticket. Work tickets display the Sales Order number, Work Ticket number, and Step number. For example: The work ticket will also show the parent materials and all components for making the parent item. For example, the parent item may be an overhead light and the component items include a casing, electrical box and switches, etc. Issue parts for a work ticket NOTE: After issuing parts, if you want to edit the parts usage record, you must do so in Labor Entry. 1 Login to Scanco Manufacturing 100. Tap Parts Usage. On the Parts Usage screen you can type, scan or use the Lookup to select the information in each field as shown in the following steps. 8

9 2 Employee. Scan your badge s barcode or lookup your employee ID. Tap Enter. 3 Work Ticket. Scan or look up the work ticket number/step you are issuing parts for. Tap Enter. NOTE: Only open work tickets will appear in the Lookup. 4 Item Number. Scan or look up the item number of the component to build. Tap OK. NOTE: To display a list of items previously issued for an existing work ticket, tap Review. IMPORTANT: If the Inventory button is available, you can select an item from Inventory that was not on the original Work Ticket. This will create a non-work ticket transaction. For more information, see Adding Parts to a Work Ticket. 5 The unit of measure (UOM) and Warehouse where the item is located will appear for the selected work ticket. To select a different Warehouse from which the item is being issued, tap in the Warehouse field, and then scan a different warehouse. Bin. To accept the default Bin, tap Enter. -or- Scan or look up a different Bin number, and then tap Enter. 9

10 Optional If you have Multi-Bin installed, you may be prompted to choose a pallet. Pallet. Scan or look up a pallet number. 6 The screen will return the quantity of items on hand and quantity requested. If the work ticket has previous items issued, it will show the quantity already issued. Quantity. Type the number of parts requested. Tap Enter. NOTE: If you request more items than the quantity on hand, you will receive a message. The system will not allow you to order more than the quantity on hand. Optional If you have Multi-Bin installed, you may be prompted to choose a serial number for the item and/or a lot. Serial Number. Scan or look up a serial number. Lot. Scan or look up the lot number. Done You have finished issuing parts for the work ticket. You will be returned to the Parts Usage screen where you can issue another part for the work ticket or select another work ticket to issue parts for. 10

11 Delete an item or a lot in a parts usage record You can delete an item from a parts usage record. 1 From the Parts Usage Screen, select a Work Ticket and the Item Number you want to delete. Tap Review to show a list of items. 2 Select the item you want to delete. Tap OK. 11

12 3 On the Parts Usage Review screen, you can delete an item or just the lot it was originally issued to. NOTE: If you do not want to delete the item or lot, tap Back. Do one of the following: To delete the item, tap Delete Item. -or- To delete just the lot, tap Delete Lot. Done A message appears for you to confirm your selection. Tap OK. Return an item (Return Transaction) 1 From the Parts Usage Screen, select a Work Ticket and the Item you want to return. 3 Tran Type. Scan or look up the transaction type name for a return. (Typically, RETURN.) Tap Enter. 12

13 4 Bin. Scan or look up the Bin where you want to return the item. Tap Enter. NOTE: Depending on the item you are returning, you may be prompted to select a Pallet or Lot where the item should be returned. 5 The screen will display the total quantity of items on hand as well as quantities requested and issued. Quantity. Enter the number of items you want to return. Tap Enter. NOTE: You can only return the number of items issued. For example, it the quantity issued (QtyIssued) is 3, you can return up to 3 items. Done Item(s) will be returned to inventory and the quantity on hand will increase by the amount of items you returned. 13

14 Add parts to a work ticket (Non work ticket transaction) If you have permission and your system is set up to do so, you can add parts to a work ticket that were not previously ordered. This is known as a non-work ticket transaction or a proceed transaction. 1 From the Parts Usage Screen, scan the work ticket you want to add an item to. Tap Enter. 2 From the screen that is returned, tap Inventory to display a list of items. NOTE: Do not scan or enter an Item Number. 3 Select the item you want to add to the work ticket. Tap OK. A message will appear asking you if you want to proceed. Select Yes or No. 14

15 4 Complete the steps to issue an item for the work ticket as described in Issue parts for a work ticket. Done The item will be added to the original work ticket. 15

16 Make To Stock Issuing Make To Stock Items When you issue parts for a Make to Stock item, the item becomes part of inventory. Issue a Make to Stock Item for Inventory 1 After you login, the main Manufacturing 100 screen appears. Tap Make to Stock. 2 Employee. Scan your badge s barcode or lookup your employee ID. 16

17 3 Work Ticket. Scan the work ticket number/step you are issuing parts for. -or- If you tap Lookup, a list of work tickets appear. Select the ticket. Tap OK. NOTE: Only open work tickets will appear in the Lookup. To display a list of assigned work tickets, tap Review. NOTE The item number, unit of measure (UOM) and warehouse where the item is located will appear for the selected work ticket. 4 Bin. Scan or look up a Bin location. Tap Enter. Optional Plt Type. Scan or look up the type of pallet you are issuing items to. Tap Enter. If you entered a pallet type, you will also need to enter a pallet number. Pallet No. Type a unique pallet number. Tap Enter. 17

18 Optional If you have Multi-Bin installed, you may be prompted to choose a serial number for the item and/or a lot. Serial Number. Scan or look up a serial number. Lot. Scan or look up the lot number. 6 Cost Method. Scan or look up the method for item valuation. Tap Enter. Notes The screen will return the quantity of items required, the quantity completed (if any have ben completed), and the quantity remaining to make for the work ticket. The Is Complete field indicates No for a new Make to Stock order. If you select a Cost Method of Actual, the field will display Yes. If you select any other Cost Method, the Is Complete field will remain No until you complete the transaction. Quantity. Type the number of items you have made. 7 NOTE: If you request more items than the quantity remaining, you will receive a message. The system will not allow you to make more than the quantity remaining. Tap Enter if you have not completed all items for the work ticket. -or- If you have completed all items item, tap Compl. Done The make-to-stock item(s) have been added to the inventory. 18

19 Labor Entry Tracking Labor for a Work Ticket Labor Entry lets you track the time you work on each work ticket part s usage request or make-to-stock item. NOTE: This section describes tracking time via a system generated start and end time, however, labor can be tracked by total number of hours rather than start and end times. This option is only available when the Track Start/Stop Time option in system setup is not selected. For more information, see the Scanco Portal Manual or your system administrator. Start Tracking Time For any work ticket you are assigned, start logging the time to complete a request. You must enter a start time for each work ticket assigned. This is known as tracking in. 1 Login to Scanco Manufacturing 100. Tap Labor Entry. On the Labor Entry screen, you can enter, scan or use the Lookup to select the information in each field as shown in the following steps. 2 Employee. Scan your badge s barcode or lookup your employee ID. 19

20 3 Work Ticket. Scan or look up the work ticket number/step you are working on. Note The Labor Entry screen returns with the Activity Code and Employee Department number associated with the Work Ticket. If this is a new work ticket you are issuing parts for, the Status Code will default to New, and you will not be able to change the quantity completed. Optional Activity Code. Scan or look up a different activity code for the work being done. Employee Dept. Scan or look up a different employee department for the work being done. 4 Tap Track In. The Start Time will default to the current date and time. Done Total labor time will be calculated when you Track Out. See End Tracking Time and Change Work Ticket Status. 20

21 End Tracking Time, Change Labor Status, or Review Assigned Work When you log time worked on a work ticket, this is known as tracking out. Depending on your system setup: Either your ending time is automatically set by your system date and time, or you will be required to enter the number of hours you work. You can change the status to something other than complete to reflect partial work done for a specific reason (for example, for a part that is On Hold.) The work ticket will remain open and transactions will not be sent to Sage until you send or submit your time. NOTE: If you want to delete a labor entry record, for example, if you were removed from an assignment, see Delete a Labor Entry. 1 Login to Scanco Manufacturing 100. Tap Labor Entry. 2 Employee. Scan your badge s barcode or lookup your employee ID. Tap Enter. NOTE: To display a list of assigned work tickets, either in progress or complete, tap Review. You can select a line item to display status, quantities complete, and total hours worked. You cannot enter ending time by selecting a work ticket from the review screen. You can delete an entry from the review screen. For more information, see Delete a Labor Entry. To send the transaction to Sage, tap Send. 3 Work Ticket. Scan or look up the work ticket you will work on. 21

22 Note The Labor Entry screen returns. If you enter the Quantity of items completed, the Status Code will automatically change to Complete. However, you can manually change the Status Code of the work ticket before you Track Out. For example, you may want to log the status as On Hold or Partial Complete, and then enter the quantity of items completed. 4 If the status of items is anything other than complete: Status Code. Scan or look up a status for the work done. Tap OK. Optional You can change some details of a parts usage record. Optionally edit the following: Activity Code. Scan or look up a different activity code. Employee Department. Scan or look up a different employee department code 5 Qty Completed. Enter the number of items completed. Tap Track Out. NOTE: If Auto Track Out has been set up, you will not see the Track Out button. The system will automatically track out. IMPORTANT: If your system is set up to allow only Hours Worked, enter the total hours using a 4-digit number. For example, if you worked 2 hours, enter Done Total hours are calculated for the work done. Work Tickets remain open until all items have a status of complete or the assigned work has been cancelled/deleted. 22

23 Delete a Labor Entry 1 Access the Labor Entry screen, and scan your Employee ID. Tap Review. 2 From the list of assigned work tickets, select the assignment to delete. Tap OK. 23

24 3 In the Labor Entry Review screen, tap Delete Record. NOTE: If you do not want to delete the record, tap Back. Done A message will appear to confirm your selection. Tap OK. 24

25 Status Work Ticket Status There are two types of status functions you can perform for a work ticket. You can update a work ticket s status and check the status of transactions imported to Sage. Update the Status of a Work Ticket In Labor Entry, you recorded the initial status of a work ticket item. Before you send a work ticket transaction to Sage, you can update the status of it and add comments. 1 After you login, the main Manufacturing 100 screen appears. Tap Status update. The status message appears. Tap OK to exit. 2 Employee. Scan your badge s barcode or lookup your employee ID. Tap Enter. Work Ticket. Scan or look up the work ticket number/step for which you want to update the status. Tap Enter. 3 The default status of the work ticket appears. Status Code. Scan or look up a new status code. Tap Enter. 25

26 4 Qty Completed. Type the number of items complete for this work ticket. Tap Enter. 5 Comment. Type a comment about the status change. (You can enter up to 255 characters.) Tap Enter. IMPORTANT: Comments will appear in Sage 100 in the comment section of a labor record. To change a comment in Manufacturing 100, you must delete the labor entry. Done You have finished updating the status of the work ticket. Checking Import Status to Sage You can check the number of transactions waiting for import to Sage, and the number of records that failed to import. 1 After you login, the main Manufacturing 100 screen appears. Tap the Status button at the bottom of the screen. The status message appears. Tap OK to exit. 26

27 Time Card Tracking Time Worked Time Card lets you clock in and out, so that work time is tracked for the day. This is known as Track In and Track Out in Manufacturing 100. NOTE: To track the time you work on a work ticket, see Tracking Labor. 1 After you login, the main Manufacturing 100 screen appears. Tap Time Card. 2 Employee. Scan your badge s barcode or lookup your employee ID. Tap Enter. NOTE: To review a previous entry or delete a time card, tap Review. 27

28 3 The Start Time automatically appears with the current date and time. Tap Track In. At the end of the day, access your time card as described in Steps 1 and 2, then tap Track Out. Done You have finished tracking in and out for the day. 28