Manufacturing Extension Pack

Transcription

1 Manufacturing Extension Pack Contents About This Guide...2 How to use this Guide...2 Conventions used in this Guide...2 Program Reference...3 Aggregate Bill of Materials Report System Keys Results...4 Works Order Print System Keys Bill of Materials Print Purchase Order Entry and Purchase Order Print System Keys...7 s...7 MRP Schedule Report Kan Ban Report Results...9 Stock Copy - Bills/Routes Adjust MRP Recommendations MultiLocation Stock Enquiry Manufacturing Extension Pack Page 1

2 About This Guide Welcome to the Manufacturing Extension Pack module, a set of options which support the Works Order and MRP environment. How to use this Guide The Manufacturing Extension Pack User Guide contains the following chapter: Program Reference Describes each option, and explains the various prompts and actions. Note that the following projects cannot be used with the Manufacturing Extension Pack: DA Bill of Materials/Routes - Alternatives & Supersessions DA General Ledger Works Order Variances and Analysis DA User Defined Stock Status DA MRP Dynamic Lead Times DA Back to Back Order Enhancements Conventions used in this Guide The following format conventions have been used throughout this guide: Names of files, and options to be selected during an installation or process, are shown in bold. When you are required to make a selection with the mouse, you will be instructed to select or click. When you are required to type commands or fill in optional fields, you will be instructed to type in the information. Manufacturing Extension Pack Page 2

3 Program Reference Aggregate Bill of Materials Report This option explodes a selected bill of material for a given assembly quantity and creates a report showing the totals for each component found in the structure. Where a component appears more than once, all requirements for that component are summed and the component is shown once. A build date can be entered so that a specific supersession can be processed. The report uses the standard bill of materials (assembly) defined in the Assemblies table. An explosion option controls whether the report prints a consolidated list of parts from the single assembly level entered, for the assembly and all phantom sub-assemblies, or for the entire structure down to bottom level items including non-phantom assemblies. System Keys System Key Description Value MGDEBUG Enable/Disable debugging output. NO/YES MGSORT Sort print by Stock code [NO] or by Stock Type [YES] (in sequence Serial, Full Batch Tracked, Batch Tracked). NO/YES 1. Select the option Aggregate BOM Report from the Manufacturing Extension Pack menu. 2. Complete the fields as required. s Field Assembly Description Enter the warehouse and product code for the assembly or Browse the Assembly table and select the required part number. Field Quantity required Planned build date Explosion mode Description Enter the quantity to explode. The program multiplies the entered value with the line quantity on the BoM. Enter the planned build date. This function selects and uses any supersessions with an effective date after this date. Enter the explosion mode selecting one of the valid entries as follows: N Don t explode, just this level. P Explode through Phantoms A Explode through all assemblies. W Only explode assemblies which being with numeric codes (excluding warehouse) This value can be set to a default if necessary using your Forms Editor. Manufacturing Extension Pack Page 3

4 Results The report details listed will depend on the selection criteria. There are three possible sets of results depending upon the value of the field Explosion mode. The following table details the results which can be expected. Consider the following bills of material: Assembly Component Qty Per Phantom PROD 01B-COMP1 1 01B-COMP2 2 01B-SUB1 1 P B01-SUB2 2 SUB1 01B-COMP3 3 01B-COMP4 4 01B-COMP5 5 SUB2 01B-COMP3 3 01B-COMP5 5 The corresponding results will be as follows: MODE Component N None P Phantoms A All W Numeric PROD B-COMP B-COMP B-COMP B-COMP B-COMP B-SUB B01-SUB Manufacturing Extension Pack Page 4

5 Works Order Print This option provides a flexible print out of the works order in a single format which includes the assembly details, components and route operations. The print provides four print areas for job header, components, operations and operation details. The print is controlled through the scroll area system enabling preprinted stationary with headers and footers to be used. Line-up printing is also possible. Output can also be sent to products such as Sage Paperless to improve the formatting and include artwork and bar codes as required. System Keys System Key Description Value MGCOMPOP Print completed operations? YES/NO MGDOLINEUP MGDUEDATE Do a line-up print and confirmation before starting to print the first works order? Use the works order due date [YES] or the works order date [NO] on the documentation? YES/NO YES/NO 1. Select the option Works Order Print from the Manufacturing Extension Pack menu. 2. Complete the fields as required. Field Processing mode Description Enter one of the following: b (Batch) To select up to 20 individual order numbers. r (Range) To select any number of orders between selected dates. i (Individual) To select an individual order number. Paper Size Control The routine which prints the body uses a standard scroll area. The scroll area is set to 58 lines. The scroll area size can be changed to suit any paper length. The routine prints the job_header then prints the issues, operations and operation_desc subforms until the scroll area is filled, where upon it reprints the job_header and continues. The line-up print, prints one page of issues subject to system key MGDOLINEUP. Manufacturing Extension Pack Page 5

6 Additional Fields The following fields are available for the subform issues these fields are suspended: Field name bin part_long_desc shortage Content Bin location from the stock file for the component on the works order. Long description from the stock file for the component on the works order. The shortage as calculated by: shortage = wo_os_qty stock_free_qty where: wo_os_qty = wo_qty_required wo_qty_issued and stock_free_qty = stock_physical stock_allocated Bill of Materials Print This option provides the same functionality as the standard Bill of Material print but additionally allows the printing of associated bills of materials for each stock item on the purchase order. 1. Select the option Bills of Material Print from the Manufacturing Extension Pack menu. 2. Complete the fields as required. Manufacturing Extension Pack Page 6

7 Purchase Order Entry and Purchase Order Print These options provide a direct replacement for the Purchase Order Processing options Purchase Orders and Purchase Order Print. Functionally they provide the same features as the standard options but additionally allow the printing of associated bills of materials for each stock item on the purchase order. System Keys System Key Description Value MGBOMANAL Determines whether Alpha Code, 2 nd Drawing or 2 nd Revision code on the Assembly Header table is used to filter purchase orders on which bill details are to be included. ALPHA, DWG2, REV2, NONE, ALL MGBOMANALC Defines the value to match the analysis field pointed to by MGBOMANAL. Value of analysis code MGCMPANAL Determines whether the Balloon Number, Stage, Issue or Revision field on the bill of material components is used to filter which components from a bill of material are to be printed on the purchase orders. REF, STAGE, ISS, REV, ALL, NONE MGCMPANALC Defines the value to match the analysis field pointed to by W6CMPANAL. Value of analysis code MGCMPPRINT MGSUPANAL Defines whether to include Stock, Special Materials, Comments and Circuit References on the print. Any combination of letters can be used. Determines which analysis field on the Supplier table is used to filter purchase orders on which bill details are to be included. SMCX A, B, C, D, E, F, ALL, NONE MGSUPANALC Defines the value to match the analysis field pointed to by MGSUPANAL. Value of analysis code s Purchase Order Entry 1. Select the option Purchase Order Entry from the Manufacturing Extension Pack menu. 2. Complete the fields as required. Manufacturing Extension Pack Page 7

8 Example The following sample screen shows the creation of a purchase order for assembly CTPROD for supplier S001. To enable the bill of material details to be printed the following must be set: Supplier S001 Option Suppliers Set a value in the field defined by system keys MGSUPANAL and MGSUPANALC, e.g. set Analysis F to SB. Assembly CTPROD Option Assemblies Set a value in the field defined by system keys MGBOMANAL and MGBOMANALC, e.g. set 2nd Drawing to BB. Purchase Order Print 1. Select the option Purchase Order Print from the Manufacturing Extension Pack menu. 2. Complete the fields as required. This option is similar to the standard Purchase Order Print option but prints the following bill of material details: header details (subform po_print_bom_head) components (subform po_print_bom_comp) circuit references for the component (subform po_print_bom_cctref) footer details (subform po_print_bom_foot) When printing circuit references, the details are concatenated and split at a space or space and then printed in groups of 60 characters in order to minimise the paper usage. The subforms can be deleted if not required. Manufacturing Extension Pack Page 8

9 MRP Schedule Report This report provides an alternative view of the MRP results tables particularly suited to purchase order schedule prints and can be used when developing supply chain relationships. The report offers the selection of MRP recommendations by the following ranges: Supplier Buyer id Stock code Stock analysis codes Due date In addition, the report offers selection by buyer id for multi-buyer environments. The report automatically collects all MRP recommendations into user defined data bands. Up to 16 dates bands can be entered with variable periods and further overdue and later bands are included in the report. Date bands and periods are specified as a number of days past the start date. Data banding can be based on the standard calendar or the MRP calendar. 1. Select the option MRP Schedule Report from the Manufacturing Extension Pack menu. 2. Complete the Range selection fields as required. 3. Complete the Date bands fields as required then select Set dates the Band dates are created automatically. Kan Ban Report 1. Select the option Kan Ban Report from the Manufacturing Extension Pack menu. 2. Complete the fields as required. 3. Complete the Date bands fields as required then select Set dates the Band dates are created automatically. 4. Return to the MRP Report form. 5. Complete the Range selection fields as required. Results The results are displayed in a spreadsheet style format. Manufacturing Extension Pack Page 9

10 Stock Copy - Bills/Routes This option provides the facility to copy a stock record to either the same warehouse under a new number, or a different warehouse under the same number. The route and/or the bill of material details can be copied at the same time. 1. Select the option Stock Copy - Bills/Routes from the Manufacturing Extension Pack menu. 2. Type in the originating Stock code. 3. Select to add the product to a New warehouse. 4. Enter and confirm the New product code, e.g. FRAME MK3. Tick the Copy bill and Copy route options if required. 5. Once replication has been completed exit the Copy stock form then Amend the reproduced part code, modifying the details as required. Note: If amendments are required to the Route and Bill of Material you must make these amendments via the standard Routes and Assemblies options respectively. Adjust MRP Recommendations This option provides greater flexibility and control over the standard MRP option Adjust Recommendations. A multi line delivery schedule can be created from a single MRP recommendation. Single or multiple line purchase orders can be created as required. While approving an MRP Purchase recommendation, it is possible to include additional stock items to appear on the same purchase orders. Standard text and comments can be amended and added to the purchase orders. Service items such as carriage and sub-contract charges can also be included on the same purchase order as the MRP recommendation. The date required of an MRP recommendation can be changed. Options are also available to preset order dates and preset order status. Order numbers can also be pre-generated, enabling the consolidation of orders by supplier prior to running the Adjustment options. Manufacturing Extension Pack Page 10

11 1. Select the option Adjust MRP Recommendations from the Manufacturing Extension Pack menu. 2. Select the recommendation that you want to adjust using one of the following methods: Type in the Stock code for the recommendation that you want to adjust, then select Accept. Alternatively, select from a list of stock codes. Type in the Supplier code for the recommendation that you want to adjust, then select Accept. Alternatively, select from a list of suppliers. View the recommendations sorted by their stock record Buyer id select F4-Browse, if your system is set up to use Supplier Contracts. Note: You can only select stock or suppliers codes that have entries in the MRP Results table. 3. When you have accepted a Stock or Supplier code details about the recommended orders are displayed in pages. 4. Highlight the recommendation line to be adjusted, then select Amend only new orders can be altered. 5. You can display additional information if you use Material Requirements Planning. If the selected Order number is a forecast that will generate a requirement select Tag enquiry to view tagging (or pegging) details to the top level of the demand. The Order number, Line number (within the order) and Quantity required are displayed for the selected recommendation line. The Type of recommendation is also displayed. You can now: Predict the future stock balance select Predict future stock. Display individual information for any order. Use the Arrow keys to highlight an Order number, then select Accept. The appropriate snapshot form provides information about the selected order, including the date required and status of the order. 6. You can also: Add up to five lines of additional comments (MRP text) applicable to this order. Type in your name or initials in the field Author. The Date is completed automatically by the system but you can amend this if required. Create a Schedule from the recommendation. The system displays the quantity per new line. Note that the total required quantity must be devisable by the number of periods you can amend the recommended quantity if required. Reset the amended values to the original values. 7. Once an order number has been linked to a recommendation line comments can be added. Browse allows the selection of either Stock, Standard comments or Services. Manufacturing Extension Pack Page 11

12 MultiLocation Stock Enquiry This option provides a company-wide enquiry on the inventory Batch table showing all batches of stock for a selected product across all warehouses. The enquiry starts by showing the stock availability by warehouse and allows a drilldown to bin level with in the warehouse. From a given bin with the warehouse, the option allows a drilldown into the individual batches in the bin. This option also supports the drilldown interface. 1. Select the option MultiLocation Stock Enquiry from the Manufacturing Extension Pack menu. 2. To enquire on the total stock quantity for a particular product in a particular warehouse, type in the required Warehouse and Product code. The total stock quantity for the warehouse is displayed. 3. To enquire on the: total stock quantity for a particular product across all warehouses type in the required Product code only. The total stock quantity per warehouse is displayed: stock quantities by bin location for a particular line select the required line. The total stock quantity per bin is displayed: individual batches within a particular bin select the required bin. The total stock quantity per batch is displayed: Manufacturing Extension Pack Page 12