How to Work with Production in SAP Business One 9.3

Hw-t Guide Dcument Versin: 4.0 2017-08-18 Hw t Wrk with Prductin in SAP Business One 9.3

Typgraphic Cnventins Type Style Example Descriptin Wrds r characters quted frm the screen. These include field names, screen titles, pushbuttns labels, menu names, menu paths, and menu ptins. Textual crss-references t ther dcuments. Example EXAMPLE Example Example <Example> EXAMPLE Emphasized wrds r expressins. Technical names f system bjects. These include reprt names, prgram names, transactin cdes, table names, and key cncepts f a prgramming language when they are surrunded by bdy text, fr example, SELECT and INCLUDE. Output n the screen. This includes file and directry names and their paths, messages, names f variables and parameters, surce text, and names f installatin, upgrade and database tls. Exact user entry. These are wrds r characters that yu enter in the system exactly as they appear in the dcumentatin. Variable user entry. Angle brackets indicate that yu replace these wrds and characters with apprpriate entries t make entries in the system. Keys n the keybard, fr example, F2 r ENTER. 2 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Typgraphic Cnventins

Dcument Histry Versin Date Change 1.0 2014-09-10 First versin 2.0 2015-04-13 Minr changes 3.0 2016-12-22 Minr changes 4.0 2017-08-18 Intrduced the cncept f Single Run Capacity in Resurce Master Data and Resurce Capacity. Added prductin ruting related fields in BOM and Prductin Orders. Added batch change prductin rder status functinality in Prductin Orders. Hw t Wrk with Prductin in SAP Business One 9.3 Dcument Histry 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 3

Cntents Cntents... 4 1 Intrductin... 6 2 Initial Settings... 7 2.1 Defining Primary G/L Accunts... 7 2.2 Advanced G/L Accunt Determinatin... 8 2.3 Enabling Fixed Assets Functinality... 9 2.4 Defining Resurce Defaults... 10 2.5 Defining a Default Warehuse... 12 2.6 Defining Resurce Prperties... 12 2.7 Defining Resurce Grups... 13 3 Wrking with Resurce Master Data... 15 3.1 Creating Master Data Recrds... 15 3.2 Updating Master Data Recrds... 21 3.3 Deleting Master Data Recrds... 21 4 Wrking with Resurce Capacity... 22 4.1 Setting Internal Resurce Capacity... 22 4.1.1 Setting Internal Resurce Capacities in a Batch (Set Daily Internal Capacities Windw)... 22 4.1.2 Setting Daily Internal Resurce Capacity fr Specific Days Manually (Resurce Capacity Windw)... 26 4.2 Viewing Resurce Capacity... 28 4.2.1 Viewing Resurce Capacity frm Resurce Capacity Windw... 28 5 Item Master Data... 33 6 Bill f Materials Handling... 35 6.1 Bill f Materials Windw... 35 6.2 Managing Bill f Material Cmpnents... 37 6.2.1 Changing BOM Cmpnents... 37 6.2.2 Adding BOM Cmpnents... 40 6.2.3 Deleting BOM Cmpnents... 41 7 Prductin Orders... 43 7.1 Prductin Order Windw... 43 7.2 By-Prduct Handling in Prductin Orders and Prductin Prcesses... 49 7.3 Change f Valuatin Methd f Item Included in Open Prductin Order... 49 7.4 Disassembly Prductin Order... 50 7.5 User-Defined Fields (UDF) Handling... 50 7.6 Dcument Settings and WIP Accunt... 50 7.7 Clsing Prductin Order and Handling Cmpnents Cst... 52 7.8 Changing Prductin Order Status in Batch... 53 8 Issue fr Prductin... 55 8.1 Issue fr Prductin Windw... 55 8.2 Psting Behind Issue fr Prductin... 56 4 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Cntents

9 Receipt frm Prductin... 58 9.1 Backflush Cmpnents Handling and Impact f Additinal Quantity... 59 10 Interim WIP Cnslidatin Accunt Mapping... 60 Hw t Wrk with Prductin in SAP Business One 9.3 Cntents 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 5

1 Intrductin The Resurces mdule tgether with the existing prductin functinality prvides a base platfrm fr managing light manufacturing prcesses in SAP Business One. A resurce is defined as a cmmdity, machine, labr, r ther asset used t prduce gds and services. As ppsed t items, resurces have capacity available thrughut a perid f time which can be cnsumed in a prductin prcess. Resurces (resurce capacity) can therefre be assigned t prductin rders. Resurce capacity is always viewed within a perid f time called "capacity perid". Cnsumptin f resurces in a prductin prcess cntributes t the verall prductin csts and can be split int underlying cst elements fr further accunting purpses. Using the resurces functinality, yu can perfrm the fllwing key business functins: Manage basic prductin capacity Analyze real prductin variances Simplify BOM management Use prductin rder mre flexibly 6 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Intrductin

2 Initial Settings 2.1 Defining Primary G/L Accunts Define G/L accunts t be used fr resurces. Pstings behind transactins are made t these accunts directly unless yu create advanced G/L accunt determinatin rules fr resurces and specify ther accunts fr certain transactins. Example Yu may have different resurce grups which shuld use different standard cst expense accunts. If yu name Standard Cst Expense 1 differently fr tw different grups, the system psts csts fr bth resurce grups t the accunt defined fr the Standard Cst Expense 1 in the G/L Accunt Determinatin windw. T enable psting values fr Standard Cst Expense 1 t different accunts depending n the resurce grup, yu can define advanced G/L accunt determinatin rules, accrding t which the system will pst cst expenses t the accunts determined by each resurce grup separately. Fr mre infrmatin, see 2.2 Advanced G/L Accunt Determinatin. Prcedure Frm the SAP Business One Main Menu, chse Administratin Setup Financials G/L Accunt Determinatin G/L Accunt Determinatin Resurces tab. Accunt Std. Cst Expense 1 10 Descriptin Nte These fields are available nly if yu are using a perpetual inventry system. Define accunts fr up t ten standard cst expense cmpnents. Each f the standard cst cmpnents is psted when the resurce is cnsumed thrugh the prductin rder, that is, when a user creates the issue fr prductin dcument with resurce lines. When issuing t prductin, each separate standard cst cmpnent numbered frm 1 t 10 is credited accrding t the quantity cnsumed t the crrespnding standard cst expense accunt and debited t the related WIP accunt. Resurce WIP Accunt Nte This field is available nly if yu are using a perpetual inventry system. This accunt maintains the value f resurces that are included in the wrk prcess, that is, the perid between the start f prductin and the cmpletin f the final prduct. The value frm this field is cpied t the Accunt Cde field fr resurce lines in the issue fr prductin dcument if the fllwing applies: The Cmpnent WIP Accunt radi buttn is selected fr the prductin rder dcument in the Dcument Settings windw. Fr mre infrmatin, see 7.6 Dcument Settings and WIP Accunt. Yu have nt defined the Accunt Cde field fr a resurce line in the Prductin Order windw. If yu defined the Accunt Cde field fr a resurce line in the prductin rder manually, r if the value has been cpied frm the Bill f Materials windw, then that Hw t Wrk with Prductin in SAP Business One 9.3 Initial Settings 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 7

Accunt Descriptin cde is used as the Resurce WIP accunt in the issue fr prductin fr the resurce in questin. Offset accunts Nte The ffset accunts are available nly if yu are managing accunting with Balance Sheet accunts and Prfit and Lss accunts. T manage accunting with these accunts, frm the SAP Business One Main Menu, chse Administratin System Initializatin Dcument Settings Per Dcument tab, in the Dcument field, select Prductin Order. In the Psting Schemas fr Manufacturing area, select the Accunting with Balance Sheet Accunts and Prfit & Lss Accunts radi buttn. Pstings fr resurces related t issues fr prductin, receipts frm prductin and prductin rder clsure impact these accunts. That is, the ffset accunts appear in any psting in which the WIP accunt and the Std Cst Expense accunts are used. The ffset pstings are dependent n the definitin in the Dcument Settings windw fr the prductin rder f whether t use cmpnent r parent item WIP accunts fr cmpnent transactins. Fr mre infrmatin, see 7.6 Dcument Settings and WIP Accunt. WIP Offset P&L Accunt Resurce Offset P&L Accunt This accunt is used t ffset the WIP resurce accunt psting. This accunt is used t ffset all f the Std Cst Expense accunts that are in use. This ffset accunt selects cmpnent related accunt irrespective f the dcument settings ptin fr parent r cmpnent WIP accunts. 2.2 Advanced G/L Accunt Determinatin Yu can manage resurce G/L accunt determinatin accrding t a flexible and centralized methd. By setting a hierarchy f rules, yu can assign resurce G/L accunts by the fllwing determinatin criteria: Resurce grups Resurces Warehuses Varius cmbinatins f all the abve criteria If defined, the advanced G/L accunt determinatin rules have pririty ver the settings in the G/L Accunt Determinatin windw. Hwever, there are exceptins, fr example, if yu define the WIP Accunt field in the Bill f Materials r the Prductin Order windw manually, that accunt will be used as the WIP accunt regardless f the criteria yu defined in the Advanced G/L Accunt Determinatin windw. Fr mre infrmatin n this functinality, see the Hw T Set Up and Wrk with Advanced G/L Accunt Determinatin guide in the dcumentatin resurce center. 8 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Initial Settings

2.3 Enabling Fixed Assets Functinality If yu want t assciate sme resurces with fixed assets, yu need t enable the fixed assets functinality. Prcedure 1. Frm the SAP Business One Main Menu, chse Administratin System Initializatin Cmpany Details Basic Initializatin tab. 2. Select the Enable Fixed Assets checkbx. A system message appears infrming yu that enabling this functinality is an irreversible prcess. Chse Yes. 3. On the Basic Initializatin tab, in the Calculate Depreciatin By field, select ne f the fllwing ptins: Mnth Day 4. Chse Update. Fr mre infrmatin n hw t use the fixed assets functinality, see the nline help fr SAP Business One. Hw t Wrk with Prductin in SAP Business One 9.3 Initial Settings 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 9

2.4 Defining Resurce Defaults T define default settings fr resurces at the cmpany level, prceed as fllws: 1. Frm the SAP Business One Main Menu, chse Administratin System Initializatin General Settings Resurces tab. 2. Define the fllwing fields: Field/Checkbx Default Warehuse Activity/Descriptin Select a default warehuse. This warehuse will be used fr resurces in prductin rders. Nte Yu can als set a default warehuse at the resurce level and at the user level. Fr mre infrmatin, see Defining a Default Warehuse. Aut Add All Warehuses t New Resurces Default Capacity Perid If yu select this checkbx, when adding a new resurce master data recrd, all warehuses appear in the Warehuse table n the Capacity Data tab. If yu deselect this checkbx, when adding a new resurce master data recrd, nly the default warehuse appears in the Warehuse table n the Capacity Data tab. Determines the default capacity perid displayed upn pening any f the windws that cntain the Capacity Perid Frm T fields. Nte Upn pening windws and tabs which cntain the Capacity Perid field, the Frm date is always the current system date. The T date is calculated by the settings fr resurces in the General Settings windw. Yu can shift between perids using the arrw buttns; the buttns mve the capacity perid backwards and frwards by the same number f days as displayed upn pening the windw. 1. In the Start Frm Tday Until field, specify the default end date fr capacity perid calculatin: Tday - The current system date is taken as a start date fr calculatin. Mnth Start - The first day f the mnth f the current system date is taken as a start date fr calculatin. Mnth End - The last day f the mnth f the current system date is taken as a start date fr calculatin. 2. In the Mnths and Days fields, specify the number f mnths and days frm the start date. Bth psitive and negative numbers are allwed. 10 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Initial Settings

Example 1 Yu have defined the default capacity perid as displayed belw. Upn pening the Capacity Data tab f the Resurce Master Data windw, the Capacity Perid Frm field is always the current date, fr example, September 23, 2017. Since the end date f the capacity perid is Tday, the T field is September 23, 2017. The frward and backward arrws mve the capacity perid by ne day. Example 2 Yu have defined the default capacity perid as displayed belw. Upn pening the Capacity Data tab f the Resurce Master Data windw, the Capacity Perid Frm field is the current system date, fr example, September 23, 2017. The T field is Octber 1st, 2017. The frward arrw mves the capacity perid by the same number f days, hence the Frm date is Octber 2 and the T date is Octber 10. Example 3 Yu have defined the default capacity perid as displayed belw. Upn pening the Capacity Data tab f the Resurce Master Data windw, the Capacity Perid Frm field is the current date, fr example, September 23, 2017. The T field is September 30, 2017 (calculated frm Octber 1, the mnth start). The frward arrw mves the capacity perid by the same number f days, hence the Frm date is Octber 1 and the T date is Octber 8. Hw t Wrk with Prductin in SAP Business One 9.3 Initial Settings 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 11

Field/Checkbx Activity/Descriptin Example 4 Yu have defined the default capacity perid as displayed belw. Upn pening the Capacity Data tab f the Resurce Master Data windw, the Capacity Perid Frm field is the current date, fr example, September 23, 2017. The T field is Octber 10, 2017 (calculated frm September 30, the mnth end). The frward arrw mves the capacity perid by the same number f days, hence the Frm date is Octber 11 and the T date is Octber 28. 3. T save the changes, chse OK. Nte If upn pening the Capacity Data tab (r any ther windw cntaining the Capacity Perid Frm T fields) the current date is later than the T date by the set calculatin, the capacity perid displays results fr the current date nly. 2.5 Defining a Default Warehuse Yu can set a default warehuse fr a resurce at three levels: Resurce level - in the Resurce Master Data windw User level - in the User Defaults windw Cmpany level - in the General Settings windw (Administratin System Initializatin General Settings Resurces tab) The system takes the default warehuse accrding t the pririty rder abve; fr a new transactin, the system takes the default warehuse frm the resurce level. If a resurce des nt have a defined default warehuse at the resurce level, it takes the default warehuse frm the user level. If there is n default warehuse defined at the user level, it takes the default warehuse defined in the general settings. 2.6 Defining Resurce Prperties Yu can define resurce prperties and use them fr filtering purpses, fr example, in reprts. 12 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Initial Settings

Prcedure T define resurce prperties, prceed as fllws: 1. Frm the SAP Business One Main Menu, chse Administratin Setup Resurces Resurce Prperties. The Resurce Prperties - Setup windw appears. By default, the fields are named Resurce Master Data Prperty 1 64. 2. T change the name field, click the line and enter a desired prperty name. 3. Chse Update. 2.7 Defining Resurce Grups Whenever yu create a resurce, it belngs t a grup. The default resurce grup is Resurces. Yu can create mre grups t classify yur resurces. Upn creatin, a resurce btains setting defaults frm its grup. Yu can change these settings at the resurce level in the Resurce Master Data windw. Use the grups fr analysis purpses, reprts, evaluatins, and t prcess resurces tgether as a grup. Prcedure T create a resurce grup, prceed as fllws: 1. Frm the SAP Business One Main Menu, chse Administratin Setup Resurces Resurce Grups. The Resurce Grups - Setup windw appears. 2. In the Resurce Grup Name field, enter the name f the grup yu want t create. 3. In the Resurce Type field, select ne f the fllwing ptins: Machine - This type f resurce can be linked t fixed assets. Labr - This type f resurce can be linked t emplyees. Other - This type f resurce cannt be linked t fixed assets r emplyees. The default ptin is Machine. 4. In the field Unit f Measure Text, enter the unit f measure used fr this resurce grup. Hw t Wrk with Prductin in SAP Business One 9.3 Initial Settings 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 13

5. In the Resurce Std Cst table, yu can define up t 10 cmpnents f the resurce standard cst per the defined unit f measure. In the clumn, User-Definable Name, enter the desired name f the cst cmpnent, fr example, "Electricity". In the clumn Default Std Cst, enter csts charged fr ne defined unit f measure. The names and default standard cst values will be cpied int the resurce master data if the resurce belngs t this grup. 6. Chse Update. 14 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Initial Settings

3 Wrking with Resurce Master Data Use the resurce master data t add, update, search and maintain resurce data. 3.1 Creating Master Data Recrds Prcedure Frm the SAP Business One Main Menu, chse Resurces Resurce Master Data. 1. The windw appears in Find mde. Switch t Add mde. 2. Define the fields in the header area and n the tabs as described belw and chse Add. General Area (Header) In the general area, define the fllwing fields: Nte Fields that are self-explanatry are nt described in the table belw: Field/Checkbx Activity/Descriptin Cmments Resurce N. Define a number (cde) fr the resurce. The value f this field must be unique; ther resurces r items cannt have the same cde. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Master Data 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 15

Field/Checkbx Activity/Descriptin Cmments Bar Cde Resurce Type Enter a bar cde fr the resurce. Yu can nly enter ne bar cde per resurce. Frm the drpdwn list, select ne f the fllwing resurce types: Machine Labr Other The default value is defined by the selected resurce grup. Resurce Grup Select the grup t which yu want t assign the resurce. Nte The resurce draws default values frm the resurce grup as described in Defining Resurce Grups. Yu can update them at the resurce level in this windw. Unit f Measure Text Time per Resurce Units Res. Units per Time Perid Enter a unit f measure fr expressing resurce capacity. Fr example, machine cycle, hur, r minute. Enter the time per resurce units in the <hurs:minutes:secnds> frmat. This field is related t the Res. Units per Time Perid field. Nte Resurce capacity is always expressed in quantity f units f measure; capacity time in this field is used t translate the capacity quantity int capacity time fr reprting purpses nly. Enter the number f resurce units t which the Time per Resurce Units field relates. The default value is 1. Example The resurce is a circular saw. The unit f measure is a saw cycle. The time per resurce units is 00:00:30, and the resurce units per time perid is 300. This means that in 30 secnds, the circular saw prcesses 300 items. Fr calculatin purpses, the system then divides the resurce units per time perid with the time per resurce units. Example Yu have a machine that wrks in cycles. Each cycle takes 15 minutes and it can prcess 3 items in 1 cycle (3 capacity units within 15 minutes.) In Time per Resurce Units enter 00:15:00, and in Res. Units per Time Perid enter 3. Alternatively, yu can define Time per Resurce Unit as 00:05:00, and Res. Units per Time Perid as 1. Nte These definitins are used t calculate the Run Time value fr resurces included in a prductin rder. Yu 16 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Master Data

Field/Checkbx Activity/Descriptin Cmments can leave these fields blank. General Tab On the General tab, view r define the fllwing fields: Nte Fields that are self-explanatry are nt described in the table belw: Field/Checkbx Issue Methd Activity/Descriptin Select ne f the fllwing issue methds: Backflush - Upn receiving finished items n a prductin rder, the resurce capacity is autmatically cnsumed, that is, the issue t prductin is then autmatically issued. Manual - Receipt f finished items n a prductin rder des nt impact the capacity f the resurce. Resurce cnsumptin (issue t prductin) must be issued manually. The default ptin is Backflush. Resurce Allcatin Frm the drpdwn list, chse ne f the fllwing ptins: On Due Date - All the capacity f the resurce is allcated t the due date f the prductin rder regardless f the quantity f the Internal and Available capacities n that day. Autmatic - The capacity f the resurce is allcated autmatically regarding the Internal, but regardless f the Available capacities n that day. Fr mre details n autmatic resurce allcatin, see Prductin Order Windw. The default value is On Due Date. This field is later cpied t the prductin rder. Resurce Std. Cst The field names and default values f each cst cmpnent are defined by the selected resurce grup. T change the values fr this resurce, enter them in the Default Std. Cst clumn. Cnsumptin f resurces n a prductin rder autmatically adds these separate resurce csts t separate WIP and expense accrual accunts. Active Inactive Advanced Enter the range f dates t determine a validity perid fr the resurce. Enter the range f dates t indicate the perid fr which yu freeze the resurce. Enter the range f dates t determine the fllwing: Active Range - a validity perid fr the resurce Inactive Range - the perid fr which yu freeze the resurce Capacity Data Tab On the Capacity Data tab, yu can view resurce capacity fr a desired perid per warehuse. 1. Upn pening the windw, the Frm date is always the current system date and the T date is defined by the default capacity perid defined in the Resurces tab f the General Settings windw. Use the arrw buttns t shift between capacity perids. T view the capacity data fr a different date range, enter the desired date range in the Capacity Perid field and click anywhere in the table. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Master Data 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 17

Nte The capacity perid is restricted t a maximum f ne year. 2. View r define the fllwing fields in the warehuse table: Field/Checkbx Whse Cde Lcked Activity/Descriptin T define an additinal warehuse fr the resurce, select ne frm the chse frm list in this field. Selecting this checkbx lcks the warehuse fr the resurce and prevents yu frm adding the resurce frm this warehuse t prductin rders. Nte The setting f this field has n impact n the ability t enter r update capacity data. Internal Cmmitted Available The capacity that yu set fr a resurce available in yur warehuses r prductin areas. The capacity applies t the perid specified n this tab. Fr mre infrmatin, see 4.1 Setting Internal Resurce Capacity. The capacity that has nt yet been issued and that is assigned t prductin rders f either Planned r Released status, and which has been allcated within the capacity perid defined n this tab. This capacity is defined per warehuse within the specified capacity perid as fllws: Internal Capacity - Cmmitted Capacity - Cnsumed Capacity Set Default Whse T set a default warehuse at the resurce level, select the desired rw and chse this buttn. 18 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Master Data

Nte Capacity data in the warehuse table are runded accrding t the settings in SAP Business One Main Menu Administratin System Initializatin General Settings Display tab Quantities field. Nte T delete a rw, right-click in the rw and chse Delete Rw. Yu can nly delete a rw which has zer capacity set frm tday int the future. Planning Data Tab On the Planning Data tab, yu can plan daily internal capacity which yu can later set as default values in the Resurces - Set Daily Internal Capacity windw. 1. Fr every day in the table, enter up t fur daily capacity factrs in numbers that determine the verall daily capacity f the resurce. The ttal daily standard capacity is autmatically calculated in the Daily Capacity field by multiplying the factrs. Instead f entering daily factrs, yu can enter the daily capacity directly in the Daily Capacity field. Example The resurce is a wd cutting machine and the unit f measure is machine hur. Yu have three wd cutting machines which can be perated eight hurs a day. In the Daily Capacity Factrs fields, enter numbers 3 and 8. In the Daily Capacity field, the ttal daily capacity f 24 hurs is displayed. 2. Single Run Capacity is intrduced n the assumptin that a single prductin rder will nly be able t be prduced n a single machine. It reflects the number f capacity hurs a prductin rder can cnsume n each wrking day. 3. Select Yes r N in Relevant t Single Run Capacity field t identify whether the factr is relevant t the calculatin f Single Run Capacity which is autmatically calculated by multiplying all relevant factrs. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Master Data 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 19

Example The first daily capacity factr represents hurs per shift, and the secnd factr represents shifts per day. The third factr may represent number f machines. The first tw factrs are tagged Yes in Relevant t Single Run Capacity. The calculatin f Single Run Capacity n any ne day wuld therefre be the multiplicatin the first and secnd factrs. 4. Yu can enter cmments and remarks in the Remarks field. Fixed Assets Depending n the resurce type yu have defined, yu can assciate it with fixed assets r emplyees. If the resurce type is Machine, n the Fixed Assets tab, yu can assciate fixed assets with the resurce. T d s, in the Fixed Asset Item N field, select a fixed asset frm the chse frm list. The remaining fields are then filled with the values frm the relevant fields in the Asset Master Data windw. Nte This tab is available nly if the Enable Fixed Assets checkbx is selected, as described in Enabling Fixed Assets Functinality. One resurce can be assciated with multiple fixed assets, but ne fixed asset can be assciated with ne resurce nly. T delete a rw, prceed as fllws: 1. Select the desired rw. 2. In the menu bar, chse Data Remve. 3. A message appears infrming yu abut the remval prcess. Chse Yes. 20 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Master Data

Prperties Tab On the Prperties tab, yu can assign prperties t the resurce. Remarks Tab On the Remarks tab, yu can add text r an image t further describe the resurce. Attachments Tab On the Attachments tab, yu can add files related t the resurce. Dcument frmats include Wrd, Excel,.bmp files and ther file extensins. 3.2 Updating Master Data Recrds Prcedure 1. Frm the SAP Business One Main Menu, chse Resurces Resurce Master Data. 2. In the Resurce N. field, enter the cmplete r partial resurce number and chse Find. 3. Mdify the necessary fields and chse Update. 4. Chse Update t save the changes. 3.3 Deleting Master Data Recrds Cautin Yu can remve a resurce nly if all f the fllwing apply: It is nt assigned t a dcument r a draft dcument. It is nt assigned t any pen sales, purchasing r prductin dcuments. The internal capacity f the resurce fr the current system date and later is zer. Prcedure 1. Frm the SAP Business One Main Menu, chse Resurces Resurce Master Data. 2. In the Resurce N. field, enter the cmplete r partial resurce number and chse Find. 3. In the SAP Business One menu bar, chse Data Remve. A system message appears infrming yu that this prcess is irreversible. 4. Chse Yes. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Master Data 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 21

4 Wrking with Resurce Capacity 4.1 Setting Internal Resurce Capacity Yu need t set the internal resurce capacity fr resurces, s that the exact available capacity can be used as a measure against resurce requirements in pen prductin rders. Use the fllwing ptins: T set r update daily internal capacity in a batch fr a selected range f resurces within a perid f time, use the Resurces - Set Daily Internal Capacities windw, as described in sectin 4.1.1 Setting Internal Resurce Capacities in a Batch (Set Daily Internal Capacities Windw). T set r update internal capacity manually fr ne r mre resurces fr specific days, use the Resurce Capacity windw, as described in sectin 4.1.2 Setting Daily Internal Resurce Capacity fr Specific Days Manually (Resurce Capacity Windw). Yu can als use this windw t view all types f capacities per a perid f time (Internal, Cmmitted, Cnsumed, r Available). 4.1.1 Setting Internal Resurce Capacities in a Batch (Set Daily Internal Capacities Windw) Prcedure 1. Frm the SAP Business One Main Menu, chse Resurces Set Daily Internal Capacities. Nte Yu can access this windw frm the Resurce Capacity windw by chsing the Set Daily Internal Capacities buttn. In this case, all the selectin criteria fields inherit the values frm the Resurce Capacity windw 2. The Capacity Perid fields are defined by the initial settings fr the default capacity perid. Upn pening the windw, the Frm date is always the current system date. The T date is defined by the default capacity perid. Use the arrw buttns t shift between capacity perids. T define a different capacity perid, enter the desired date range in the Capacity Perid field and click utside the fields. 3. Define the range f the remaining selectin criteria in the header area: Warehuse Cde Resurce N. Resurce Grup Resurce Type Resurce Prperties Nte If yu leave any f the fields abve blank, the system selects all data frm the categry. 4. In the Set Daily Capacity Basis Using field, select ne f the fllwing ptins: 22 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity

Nte Depending n this selectin, different fields in the windw are enabled. Data frm Planning Data Tab f Resurce Master Data - Sets the internal capacity fr the selected range f resurces using the values specified n the Planning Data tab f the relevant resurce master data recrd. 1. In the table area, in the Update Data Fr clumn, select the checkbxes fr the days fr which yu want t update the internal capacity. 2. T mdify the data frm the Planning Data tab, in the Increase/Decrease Data frm Planning Data Tab By field, select ne f the fllwing: Fixed Amunt - Enter the amunt f resurce units, psitive r negative, by which yu want t increase r decrease the data. Percentage - Enter the percentage, psitive r negative, by which yu want t increase r decrease the data. Manual Data as Entered Belw fr Each Weekday - Sets the internal capacity fr the selectin f resurces accrding t the data entered manually in this windw. 1. In the table area, in the Update Data Fr clumn, select the checkbxes fr the days fr which yu want t update internal capacity. 2. In the Daily Capacity Factrs fields, enter up t fur daily capacity factrs in numbers that determine the verall daily capacity f the resurce. The ttal daily standard capacity is autmatically calculated in the Daily Capacity field by multiplying the factrs. Instead f entering daily factrs, yu can enter the daily capacity directly in the Daily Capacity field. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 23

3. In the Additinal Cmment field, yu can enter text which will be accessible frm the Resurce Capacity windw. In the mentined windw, the data assciated with this cmment are displayed in blue. 4. If yu d nt want the capacity data t be applied t hliday days, select the D Nt Update Hliday Days checkbx. 5. Chse Update. Nte T view capacity fr a resurce that yu have defined here, use the Resurce Capacity windw. There yu can update resurce capacity fr specific days manually. When yu access this windw frm the Main Menu, the Capacity Perid Frm T values appear accrding t the rules defined in the General Settings windw, and the remaining criteria are inherited frm the last executin view Update Single Run Capacity with Internal Capacity When this ptin is selected and the Update buttn is pressed, the data held in the Single Run Capacity fields in the Resurce Capacity screen will be verridden with the values frm the Internal Capacity fields, fr the crrespnding dates and the range f data selected in this screen. 24 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity

Update Internal Capacity with Single Run Capacity When this ptin is selected and the Update buttn is pressed, the data held in the Internal Capacity fields in the Resurce Capacity screen will be verridden with the values frm the Single Run Capacity fields, fr the crrespnding dates and the range f data selected in this screen. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 25

4.1.2 Setting Daily Internal Resurce Capacity fr Specific Days Manually (Resurce Capacity Windw) Prcedure 1. Frm the SAP Business One Main Menu, chse Resurces Resurce Capacity. The Resurce Capacity windw appears. Nte If yu access this windw frm the Resurce Master Data windw, the selectin criteria frm the Resurce Capacity windw are cpied t the Resurce Capacity windw and internal resurce capacity data fr All Warehuses is displayed. 2. In the Capacity Type field, select Internal. 3. The Perid Capacity Frm and T fields are determined by the defined default capacity perid. T shift between capacity perids, use the arrw buttns. T change the capacity perid, enter the desired date range and chse Refresh. Nte The defined capacity perid cannt be lnger than ne year. 4. Define the range f the remaining selectin criteria in the general area, then chse Refresh: Warehuse Cde Resurce N. Resurce Grup Resurce Type Resurce Prperties Resurce Prperties Status 26 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity

Nte If yu leave any f the fields abve blank, the system selects all data frm the categry. If there is already any internal capacity defined fr this perid, it is displayed in the table area. T view data fr each day in the table, scrll ver the date fields, as displayed belw: 5. In the desired date field, enter capacity fr a resurce. Yu can enter decimal values, t. Yu can repeat this fr as many dates and resurces as yu need. Nte Dates related t hliday days are displayed in red. T decrease r increase values by 5%, press CTRL and select the desired rws in the table, then chse the Decrease/Increase Percentage buttns r enter a desired percentage value in the field (psitive r negative). 6. T enter a cmment, duble-click a desired cell in the table and chse Edit Cmment. Enter the cmment and chse OK. Fields with cmments added frm the Resurce Capacity windw are displayed in red. Fields with cmments added frm the Resurces - Set Daily Internal Capacity windw are displayed in blue. Yu can edit thse cmments in this windw, as well. In that case, the fields are n lnger displayed in blue, but in red. 7. The fllwing internal capacity ttals related t the selectin criteria are displayed in the table: At the bttm f each clumn - displays the ttal internal capacity f the displayed items per date. In the Ttal clumn - fr each item, displays the ttal internal capacity fr the defined capacity perid. At the bttm f the Ttal clumn, the value f the summed ttals is displayed. 8. T save the data, chse Update. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 27

Nte If yu access this windw frm the Main Menu, all selectin criteria are inherited frm the last executin view except the Capacity Perid Frm T field, which appears accrding t the definitins in the General Settings windw. Chse Refresh t display the capacity data in the table. 4.1.2.1 Accessing Resurce Capacity Windw frm Resurce Master Data If yu access the Resurce Capacity windw frm the Capacity Data tab f the Resurce Master Data windw, the selectin criteria frm the Capacity Data tab are cpied t the Resurce Capacity windw. T access the Resurce Capacity windw frm Resurce Master Data, prceed as fllws: On the Capacity Data tab, right-click anywhere in the windw and chse Internal Resurce Capacity. The Resurce Capacity windw pens with the fllwing selectin criteria cpied frm the Capacity Data tab: All Warehuses, Capacity Perid, and Resurce N. 4.1.2.2 Accessing Resurce Capacity Windw frm Prductin Order Windw Yu can access the Resurce Capacity windw frm the Prductin Order windw. T d s, in the resurce line, click (Link Arrw) in the Available clumn. The Resurce Capacity windw pens with the fllwing criteria: Capacity Type: All Capacity Perid: Nt defined Warehuse Cde: Cpied frm the resurce line f the prductin rder 4.2 Viewing Resurce Capacity T view data fr all capacity types fr a resurce within a desired capacity perid, use the Capacity Data tab in the Resurce Master Data windw. T view daily data fr all capacity types fr a selected range f resurces within a desired capacity perid, use the Resurce Capacity windw as described belw. 4.2.1 Viewing Resurce Capacity frm Resurce Capacity Windw Nte If yu access this windw frm the Main Menu, all selectin criteria are inherited frm the last executin view except the Capacity Perid Frm T field, which appears accrding t the definitins in the General Settings windw. Chse Refresh t display the capacity data in the table. 28 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity

Prcedure 1. Frm the SAP Business One Main Menu, chse Resurces Resurce Capacity. 2. Frm the drpdwn list in the Capacity Type field, select the desired ptin: Internal - If yu select this, yu can als manually update the Internal capacity data. Ordered Ordered capacity displays the value f the ttal quantity f Qty (Inventry UM) field fr the nn-inventry item cnnected with this resurce, frm dcument grid lines f the fllwing dcuments: Purchase rders with dcument grid line field f Del. Date which falls within the Frm-T perid specified in the Capacity Perid field. GRPOs with dcument grid line field f Actual Del. Date which falls within the Frm-T perid specified in the Capacity Perid field. Nn-based purchase invices (and purchase invices generated based n purchase qutatins) with dcument grid line field f Actual Del. Date which falls within the Frm-T perid specified in the Capacity Perid field. Cmmitted Cnsumed Available Single Run Capacity - If yu select this, yu can als manually update the Single Run Capacity data. All - If yu select this, all these capacity types are displayed simultaneusly. In the cllapsed view, nly the Internal capacity is visible. In the expanded view, all these capacity types are visible, and the Internal capacity and Single Run Capacity can be bth manually updated. 3. The Perid Capacity Frm and T fields are determined by the defined default capacity perid. Upn pening the windw, the Frm date is the current system date. T shift between capacity perids, use the arrw buttns. T change the capacity perid, enter the desired date range and chse Refresh. 4. Define the range f the remaining selectin criteria in the header area: Warehuse Cde Resurce N. Resurce Grup Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 29

Resurce Type Resurce Prperties Nte If yu leave any f the fields abve blank, the system selects all data frm the categry. Chse Refresh. The capacity data fr the defined selectin criteria are displayed in the table area. 5. T view data fr each day in the table, scrll t the right ver the date clumns. Nte Fr Internal resurce capacity type, the fllwing applies: Capacity data with cmments added frm the Resurce Capacity windw are displayed in blue. Capacity data with cmments added frm the Resurces - Set Daily Internal Resurce Capacity windw are displayed in red. T view the cmments, hver ver the field. 6. T view cumulative quantities f the selected capacity type, select the Shw Cumulative Capacity frm Tday checkbx. The capacity quantities accumulate with each day starting frm the current system date, regardless f the Capacity Perid yu are viewing. Data fr days prir t the current system date are in this case blank. Nte If yu are viewing the Internal capacity type, the fields in the table are read-nly; yu cannt update the internal capacity if the Shw Cumulative Capacity frm Tday checkbx is selected. Example 1 - Shw Cumulative Capacity frm Tday Yu are viewing Available capacity fr a resurce fr a perid f 5 days. The Frm date is the current system date, July 12. The fllwing infrmatin is displayed in the table when the Shw Cumulative Capacity frm Tday checkbx is deselected. Capacity Type July 12 July 13 July 14 July 15 July 16 Available 5 5 7 5 6 Yu are viewing Available capacity fr the same resurce, fr the same perid. Hwever, nw the Shw Cumulative Capacity frm Tday checkbx is selected. Capacity Type July 12 July 13 July 14 July 15 July 16 Available 5 10 (5+5) 17 (5 + 5 + 7) 22 (5 + 5 + 7 + 5) 28 (5 + 5 + 7 + 5 + 6) 30 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity

Example 2 - Shw Cumulative Capacity frm Tday Yu are viewing Available capacity fr a resurce fr a perid f 7 days. The Frm date is July 10, the current date is the current system date, July 12. The fllwing infrmatin is displayed in the table when the Shw Cumulative Capacity frm Tday checkbx is selected. Capacity Type July 10 July 11 July 12 July 13 July 14 July 15 July 16 Available 5 10 (5+5) 17 (5 + 5 + 7) 22 (5 + 5 + 7 + 5) 28 (5 + 5 + 7 + 5 + 6) Example 3 - Shw Cumulative Capacity frm Tday Yu are viewing Available capacity fr a resurce fr a perid f 3 days. The Frm date is July 14, the current date is the current system date, July 12. The fllwing infrmatin is displayed in the table when the Shw Cumulative Capacity frm Tday checkbx is selected. Capacity Type July 14 July 15 July 16 Available 17 (5 + 5 + 7) 22 (5 + 5 + 7 + 5) 28 (5 + 5 + 7 + 5 + 6) 7. If yu are viewing All capacity types in cllapsed view, the quantities in resurce rws display the Available capacity type. Chse the Expand All buttn, t switch t the expanded view and display all capacity type rws. In the Internal capacity type rw, if yu have defined internal capacities fr the defined perid, the relevant quantities are displayed. Yu can update the internal capacity fr any f the dates displayed, and view r add cmments. In the Ordered, Cmmitted and Cnsumed capacity type rws, the cells which cntain values appear as push buttns. Click them t see the relevant surce dcuments related t the cmmitted r the cnsumed quantity f the resurce. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 31

32 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Wrking with Resurce Capacity

5 Item Master Data The Prductin Data tab is available n the Item Master Data windw t help streamline BOM and resurce management. T access this tab, frm the SAP Business One Main Menu, chse Inventry Item Master Data Prductin tab. View r define the fllwing: Field/Checkbx Phantm Item Descriptin/Activity Nte This checkbx has been mved frm the General tab t the Prductin Data tab. Defines the item as a phantm; a phantm item is an item type in BOM that has an engineering r structure functin nly. Phantm items d nt represent a physical cmpnent r a subassembly, thus they are defined as nn-inventry items. Issue Methd Nte This checkbx has been mved frm the General tab t the Prductin Data tab. Select ne f the fllwing issue methds: Hw t Wrk with Prductin in SAP Business One 9.3 Item Master Data 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 33

Backflush - after yu reprt the cmpletin f the parent item, the cmpnents are autmatically issued t the prductin rder. Manual - the cmpnents are manually issued t the prductin rder, regardless f the issue f the prduct. Nte Yu cannt use the Backflush methd fr items managed by serials r batches. BOM Type This field indicates if the item is assciated with a BOM as a parent item. The field is blank if the item is nt assciated with any BOM. Otherwise, the fllwing values are pssible: Assembly - The item is assciated with an assembly BOM. Sales - The item is assciated with a sales BOM. Prductin - The item is assciated with a prductin rder. T pen the related BOM, click (Link Arrw). N. f Item Cmpnents Displays the number f item cmpnents that are currently included in this item's BOM. N. f Resurce Cmpnents Shws the number f resurce cmpnents that are currently included in this item's BOM. 34 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Item Master Data

6 Bill f Materials Handling 6.1 Bill f Materials Windw The BOM has a hierarchical arrangement f cmpnents. Enter all the child items and raw materials required t assemble and prduce the finished prduct. In the Bill f Materials windw, Rute Stage can be selected in the Type table field, t allw rute stage assciatin f BM lines. The Rute Sequence field will then be displayed in the table t indicate the rder by which the rute states will be perfrmed. 1. Frm the SAP Business One Main Menu, chse Prductin Bill f Materials. 2. View r define the fields in the Bill f Materials windw: Field Type Activity/Descriptin Frm the drpdwn menu, select ne f the fllwing ptins: Item - Select this t define an item cmpnent. Resurce - Select this t define a resurce cmpnent. Text - Select this t enter text. With this ptin, all the remaining fields in the line are disabled. Rute Stage - T add a rute stage line. With a Rute Stage type line, a rute stage cde wuld be entered in the N. field f this line. N. Frm the chse frm list, select an item fr the Item type line, r a resurce fr the Resurce type line. Values frm relevant fields in the item master data r resurce master data recrds are cpied int the remaining fields in the line. Hw t Wrk with Prductin in SAP Business One 9.3 Bill f Materials Handling 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 35

Field Rute Sequence Activity/Descriptin Displays the sequence number that is assigned t each rute stage. The sequence indicates the precise rder in which the ruting stages must be perfrmed during the prductin prcess. This field will nt be visible by default. The value f this field is autmatically ppulated by the system n creating lines with a line Type set t Rute Stage. The pull-dwn list will cntain a list f all the ther rute sequence numbers that currently exist in this Bill f Materials grid. N ther numbers can be entered. A selectin f anther Rute Sequence number in this field will switch all the lines assciated with the current rute sequence with all the lines assciated with the selected rute sequence. Quantity Enter the quantity f the item r resurce cmpnent. Nte Fr resurce cmpnents, the value cannt be negative. Additinal Quantity Enter additinal quantity fr an item r a resurce cmpnent. The value frm this field is then cpied int the Additinal Quantity field in the prductin rder dcument. The quantity is added t the ttal planned quantity f items and resurces and the ttal planned time in the prductin rder, regardless f the quantity f the parent item prduced. Example Planned Qty f the parent (in the prductin rder header) = 2 Base Qty f the resurce = 4 Additinal Quantity f the resurce = 1 Planned Qty f the resurce = 2*4+1 Nte The system allws items r resurces with a Manual issue methd t have the Base Qty f zer and the Additinal Quantity f a number greater than zer. With resurces and items with a Backflush issue methd, the entire additinal quantity is cnsumed upn the cmpletin f the first parent item. Fr example, if in ne prductin rder yu plan t prduce 10 parent items, the additinal quantity is cnsumed upn the cmpletin f the first parent item. The Additinal Quantity fr by-prduct lines is always zer. WIP Accunt This accunt is used t pst the value f resurce and item cmpnents that are in the prcess f prductin. In the chse frm list, select an accunt frm the list f accunts. When the BOM is used in a prductin rder, the value frm this field is cpied int the WIP Accunt field f the prductin rder and is later used in the Accunt Cde field in the issue frm prductin dcument. Hwever, if this field is left blank fr item r resurce cmpnent lines, the Accunt Cde field in the issue fr prductin dcument defaults t the WIP Accunt assciated thrugh the dcument settings ptins. Fr mre infrmatin, see sectin 7.6 Dcument Settings and WIP Accunt. 36 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Bill f Materials Handling

Field Up/Dwn Arrws Activity/Descriptin Yu can change the presentatin sequence f the cmpnent lines. T d s, select the desired cmpnent line and click r t mve it up r dwn. Nte Sme fields are nt displayed by default. T define which fields shuld be displayed, click in the tlbar. (Frm Settings) Nte A resurce can be a cmpnent f a phantm item. 6.2 Managing Bill f Material Cmpnents Using the cmpnent management functinality, yu can replace, add r delete cmpnents f all types frm BOMs in a batch. Nte If an errr ccurs during the executin f replacing, adding, r deleting cmpnents, nne f the selected BOMs are updated. 6.2.1 Changing BOM Cmpnents Yu can replace cmpnent lines f a BOM with different cmpnents r update the existing nes, fr example, the quantity, issue methd, and s n. Hw t Wrk with Prductin in SAP Business One 9.3 Bill f Materials Handling 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 37

Prcedure 1. Frm the SAP Business One Main Menu, chse Prductin Bill f Materials - Cmpnent Management. The Bill f Materials - Cmpnent Management windw appears. 2. Frm the Management Task drpdwn list, select Change BOM Lines. 3. In the Select BOMs sectin, define the range f selectin criteria fr BOMs in which yu want t replace r change cmpnents. 4. In the Select BOM Lines sectin, select ne f the fllwing: Item - In the Frm and T fields, define the range f the item cmpnents in the selected BOMs yu want t change r replace. Resurce - In the Frm and T fields, define the range f the resurce cmpnents in the selected BOMs yu want t change r replace. Text - Enter at least part f the text which yu want t replace. In the Replacement Text field enter the new text and mve t Step 6, as the fields relevant t items and resurces in the BOMs are nt available in the windw. 5. In the Specify Prperties fr BOM Lines t Be Changed sectin, prceed as fllws: If yu want t replace the selected cmpnents with a different ne, select the Replacement BOM Cmpnent checkbx. In the chse frm list, define the replacement cmpnent and define the number f replacement cmpnents per existing cmpnents. 38 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Bill f Materials Handling

Example Yu defined a range f BOMs in which yu want t replace every Resurce A and every Resurce B with tw units f Resurce C. In each BOM, the system will replace every unit f Resurce A with tw units f Resurce C. It will als replace every unit f Resurce B with tw units f Resurce C. If yu want t change parameters fr the selected cmpnents r fr the replacement cmpnent, select ne r mre f the fllwing checkbxes and specify the desired values: Change Additinal Quantity Change Warehuse Change Issue Methd Change WIP Accunt 6. Chse OK. The Bill f Materials - Cmpnent Management - Change Preview windw appears. Hw t Wrk with Prductin in SAP Business One 9.3 Bill f Materials Handling 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 39

7. The Selected checkbx is selected fr each BOM in which the system is abut t change the cmpnent. If yu d nt want t change the cmpnent in a BOM, deselect this checkbx. Each parameter displays a clumn with the existing value and a clumn with the replacement value. 8. T execute the task, chse OK. 6.2.2 Adding BOM Cmpnents Yu can add cmpnents f all three types t a desired range f BOMs. Prcedure 1. Frm the SAP Business One Main Menu, chse Prductin Bill f Materials - Cmpnent Management. The Bill f Materials - Cmpnent Management windw appears. 2. Frm the Management Task drpdwn list, select Add BOM Lines. 3. In the Select BOMs sectin, define the range f selectin criteria fr BOMs t which yu want t add a cmpnent. 4. In the Select BOM Lines sectin, select ne f the fllwing: Item - In the Frm and T fields, define the range f the item cmpnents yu want t add t the selected BOMs. Resurce - In the Frm and T fields, define the range f the resurce cmpnents yu want t add t the selected BOMs. Text - Enter text in the Text t Be Added sectin and mve t Step 6, as the fields relevant t items and resurces in the BOMs are nt available in the windw. 5. In the BOM Line Details t Be Added sectin, define the fllwing fields: Quantity Additinal Quantity Warehuse Issue Methd 40 WIP Accunt 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Bill f Materials Handling

6. Chse OK. The Bill f Materials - Cmpnent Management - Add Preview windw appears. 7. The Selected checkbx is selected fr each BOM t which the system is abut t add the cmpnent. If yu d nt want t add the cmpnent t a BOM, deselect this checkbx. 8. T execute the task, chse OK. 6.2.3 Deleting BOM Cmpnents Prcedure 1. Frm the SAP Business One Main Menu, chse Prductin Bill f Materials - Cmpnent Management. The Bill f Materials - Cmpnent Management windw appears. Hw t Wrk with Prductin in SAP Business One 9.3 Bill f Materials Handling 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 41

2. Frm the Management Task drpdwn list, select Delete BOM Cmpnents. 3. In the Select BOMs sectin, define the range f selectin criteria fr BOMs frm which yu want t delete cmpnents. 4. In the Select BOM Lines t Be Deleted field, select ne f the fllwing: Item - In the Frm and T fields, define the range f the item cmpnents yu want t delete frm the selected BOMs. Resurce - In the Frm and T fields, define the range f the resurce cmpnents yu want t delete frm the selected BOMs. Text - Enter at least part f the text line yu want t delete. 5. Chse OK. The windw Bill f Materials - Cmpnent Management - Delete Preview appears. 6. The Selected checkbx is selected fr each BOM in which the system is abut t delete the cmpnent line. If yu d nt want t delete the cmpnent in a BOM, deselect this checkbx. 7. T execute the task, chse OK. 42 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Bill f Materials Handling

7 Prductin Orders As in Bill f Materials Handling, the Rute Stage in the Type filed allws rute stage assciatin f all prductin rder lines. In additin, it will facilitate a simple filtering ability f any cmbinatin f prductin rder line types. 7.1 Prductin Order Windw Prcedure 1. Frm the SAP Business One Main Menu, chse Prductin Prductin Order. View r update the fllwing fields in the general area: Nte Fields that are self-explanatry are nt described in the table belw. Field Type Activity/Descriptin Chse ne f the fllwing prductin rder types: Standard (default) - t prduce a regular prductin item, using a Prductin Bill f Materials Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 43

Field Activity/Descriptin Special - t prduce and repair items that culd be any inventry item Disassembly - t dismantle a parent item t its cmpnents, using a Prductin Bill f Materials Status Chse a prductin rder status as fllws: Planned - initial prductin rder status Released - yu release the prductin rder t the shp flr fr wrk; status at which receipts and issues are transacted Clsed- yu clse the prductin rder when all transactins have been cmpleted. Canceled - prductin rder is remved frm the list befre the prductin prcess starts Prduct N. Enter the parent item fr the Standard and Disassembly prductin rders. Chse t display the parent list f the Bill f Materials. Chse New t define a new Bill f Materials. Fr the Special prductin rder type, select the item frm the items list. Pririty Displays the degree f imprtance f a prductin rder, indicated by integer numbers. The default value is 100. Yu can manually change the number here. The smaller the number, the mre imprtant the prductin rder. Ruting Date Calculatin This field determines if the autmatic allcatin f resurces will ccur, and if yes, hw the resurce allcatin prcesses. It cntains a list f the fllwing ptins: On Start Date On End Date Start Date Frwards End Date Backwards Origin Indicates hw the prductin rder was created: MRP a result f the MRP reprt recmmendatin Manual entered by an authrized user Sales Order created autmatically based n a sales rder View r update the fllwing fields n the Cmpnents tab: Nte Fields that are self-explanatry are nt described in the table belw. Sme f the fields are nt visible by default. Use (Frm Settings) in the tlbar t define which fields yu want displayed. Field Type Activity/Descriptin Yu can select ne f the fllwing ptins: Item - This is the default ptin. The remaining fields fr the Item ptin are ppulated by default frm the BOM windw assciated with the parent item r frm the Item Master Data windw. 44 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders

Field Activity/Descriptin Resurce - When this ptin is selected, yu can select a desired resurce frm the chse frm list in the N. field. The remaining fields fr the Resurce ptin are ppulated by default frm the BOM windw assciated with the parent item r frm the Resurce Master Data windw. Text - Select this ptin t add text in the line; the remaining fields merge int ne. The text is added autmatically frm the crrespnding line in the Bill f Materials windw assciated with the parent item, r yu can define it manually in this windw. Rute Stage - Select this ptin fr a ruted prductin rder. The remaining fields fr the Rute Stage ptin are ppulated by default frm the BOM assciated with the parent item, r yu can define them manually. With a Rute Stage line, a rute stage cde wuld be entered in the N. field f this line. N. and Descriptin These fields were riginally Item N. and Item Descriptin. If the prductin rder has a Rute Stage line, then in the N. field, the rute stage cde wuld be displayed. If necessary, yu can manually select anther rute stage cde here. Base Qty Quantity f the cmpnents necessary t prduce the bill f materials fr ne parent prduct. The value is cpied frm the Bill f Materials windw. Yu can update this field if necessary. Nte The Base Qty value f a resurce cmpnent cannt be less than zer. Additinal Qty The value is cpied frm the Additinal Qty field in the Bill f Materials windw; hwever, yu can change it manually in the prductin rder. Nte Only cmpnents f the Manual issue methd can have zer Base Qty and the Additinal Quantity larger than zer. The additinal quantity fr by-prducts is always zer. Planned Qty Fr each cmpnent line, the value f this field is calculated accrding t the fllwing frmula: (Planned Quantity f the parent * Base Qty f the cmpnent) + Additinal Qty f the cmpnent Available Fr resurces, this field displays the ttal resurce availability fr the warehuse ppulated n the prductin rder line. Click (Link Arrw) t update the internal capacity f the resurce fr the mentined warehuse in the Resurce Capacity windw. After yu update the internal capacity and return t the prductin rder, the value f this field is refreshed. WIP Accunt If the prductin rder lines are ppulated with cmpnents frm a BOM, the accunt defined in the WIP Accunt field f the BOM fr the relevant cmpnent Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 45

Field Activity/Descriptin ppulates this field. If the WIP Accunt field fr the relevant cmpnent is blank in the BOM, this accunt is blank, t. Yu can manually update the accunt in this field befre the prductin rder clsure. The value f this field is then cpied int the Accunt Cde field f the issue fr prductin. If yu leave this field blank, the related WIP Accunt applies accrding t the definitins in the Dcument Settings windw. Fr mre infrmatin, see sectin 7.6 Dcument Settings and WIP Accunt. Start Date The Start Date fr the first Rute Stage type line (included in the calculatin) is set t the prductin rder header Start Date. Yu can manually change the Rute Stage type line Start Date t any date that falls between r is equal t the prductin rder header Start Date and Due Date. It als must be less than r equal t the Rute Stage type line End Date. End Date The End Date fr the first Rute Stage type line is set by adding the integer part f the Ttal Days value t the Start Date (and mitting any dates set as hlidays if Cnsider Hliday Days fr Ruting Date Calculatin is checked fr the prductin rder). Hwever, fr the Resurce type line, the End Date is set by adding the integer part f the Required Days value f each Resurce type line (and mitting any dates set as hlidays if Cnsider Hliday Days fr Ruting Date Calculatin is checked fr the prductin rder). The calculated End Date is then set t the Start Date f the next Rute Stage type line. Yu can manually change the Rute Stage type line End Date t any date that falls between r is equal t the prductin rder header Start Date and Due Date. It als must be greater than r equal t the Rute Stage type line Start Date. Resurce Allcatin The value f this field (fr all Resurce type lines) is taken frm the Ruting Date Calculatin field in the general area f the prductin rder, and it cannt be edited. The fllwing ptins are available: On Start Date - The capacity f the resurce is allcated t the start date f the prductin rder. This means that the value f the resurce capacity in the Open Qty field is cunted as Cmmitted capacity n the start date f the prductin rder. On End Date - The capacity f the resurce is allcated t the end date f the prductin rder. This means that the value f the resurce capacity in the Open Qty field is cunted as Cmmitted capacity n the end date f the prductin rder. Start Date Frwards - The capacity f the resurce is allcated t the start date when it is assigned t the prductin rder; hwever, if the Open Qty is greater than the Single Run Capacity fr the start date, the system allcates nly as much capacity as there is Single Run Capacity defined fr the start date and cntinues t allcate the remaining capacity t the day after the 46 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders

Field Activity/Descriptin start date. The prcess cntinues frwards fr each day until it allcates all the remaining Open Qty. End Date Backwards - The capacity f the resurce is allcated t the end date when it is assigned t the prductin rder; hwever, if the Open Qty is greater than the Single Run Capacity fr the end date, the system allcates nly as much capacity as there is Single Run Capacity defined fr the end date and cntinues t allcate the remaining capacity t the day befre the end date. The prcess cntinues backwards fr each day until it reaches the current system date and allcates all the remaining Open Qty t the current system date regardless f hw much Single Run Capacity is defined fr that day. Nte With resurce allcatin f Start Date Frwards and End Date Backwards, the system takes int accunt the Single Run Capacity, nt the Internal capacity r the Available ne. This means that if there are mre prductin rders with the same start date r end date, the resurce allcatin is run against the Single Run Capacity fr each prductin separately; it des nt take int accunt whether there are already prductin rders which might have cnsumed the Internal capacity fr that day. Nte The triggers fr running the resurce allcatin prcess are the fllwing: Adding the prductin rder Updating the Planned Qty and Warehuse n a resurce line (nly fr the resurce in questin). Updating the Due Date field triggers the resurce allcatin prcess fr all resurces in the prductin rder. Updating the internal capacity des nt trigger resurce allcatin, hence, if yu have updated the internal capacity and want the system t run the resurce allcatin prcess t update the allcated amunts, yu need t update the prductin rder as described abve. Run Time Displays the quantity f the resurce included in the prductin rder expressed in time. The Run Time is calculated accrding t the fllwing frmula: Base Qty f the resurce * Planned Qty f the parent item * (Time per Resurce Unit / Resurce Units per Time) Additinal Time Displays the additinal quantity f the resurce needed t cmplete the prductin rder, expressed in time. Additinal Time is calculated accrding t the fllwing frmula: Additinal Qty * Time per Resurce Units / Resurce Units per Time Ttal Time Displays the ttal f the Run Time and Additinal Time. Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 47

Field Up and Dwn arrws Activity/Descriptin Use the Up and Dwn arrws t raise r lwer a selected cmpnent line similarly as in the Bill f Materials windw. 2. View r update the fllwing fields n the Summary tab: Field Actual Item Cmpnent Cst Activity/Descriptin Ttal value f all item cmpnents (nt including nn-inventry cmpnents) issued fr the prductin rder. Nte Any item cmpnent which has been returned thrugh the return cmpnents functinality in the Receipt frm Prductin windw reduces the Actual Item Cmpnent Cst value by its cst. Actual Resurce Cmpnent Cst Recrds the cst f all resurce cmpnents which have been issued fr prductin. Nte Yu cannt return resurces in the Receipt frm Prductin windw. Actual Additinal Cst Actual Prduct Cst Actual By-Prduct Cst The cst f all nn-inventry item cmpnents which have been issued fr prductin. The cst f all received parent items, including any rejected items but excluding the received by-prducts. Recrds the cst f all by-prduct items which have been received frm prductin, including any rejected by-prducts. Click (Link Arrw) t pen the Inventry Psting List windw and view the relevant cst breakdwn fr the psted by-prducts. Ttal Variance Displays the sum f csts f all parent items and by-prducts reduced by the sum f resurce csts and the additinal csts. The fllwing frmula applies: (Parent Cst + By-Prduct Cst) - (Item Cst + Resurce Cst + Additinal Cst) Ttal Run Time, Ttal Additinal Time, Ttal Time Display the crrespnding fields n the Cmpnents tab fr the resurce with the lngest Ttal Time. 48 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders

Nte Parent items assciated with sales r assembly BOMs cannt be used as a prductin rder cmpnent. 7.2 By-Prduct Handling in Prductin Orders and Prductin Prcesses By-prduct item cmpnents are inventry item cmpnents entered with a negative quantity in the Bill f Materials and Prductin Order windws. The Manual issue methd fr by-prducts is available in additin t the Backflush issue methd, and byprducts are then displayed in receipts frm prductin. The ability t receive by-prducts with the Manual issue methd enables yu t manage them with the Serial/Batches valuatin methd. Upn receiving a by-prduct in the receipt frm prductin, yu can define its cst in the Unit Price field. By-prducts can be rejected in the receipt frm prductin dcument; rejectin f a by-prduct has n impact n the psting behind nr n the Rejected Quantity field n the Summary tab f the Prductin Order windw. Nte Nn-inventry items and resurces cannt be by-prducts. 7.3 Change f Valuatin Methd f Item Included in Open Prductin Order An item's valuatin methd cannt be changed if the item is a parent item included in an pen prductin rder. Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 49

7.4 Disassembly Prductin Order Resurces cannt be included in a disassembly prductin rder. When a BOM autmatically ppulates a disassembly prductin rder, the resurce lines are mitted. Yu cannt change Prductin Order Type t Disassembly as lng as the prductin rder cntains resurce cmpnents. 7.5 User-Defined Fields (UDF) Handling If a UDF field with the same name and same type exists in bth the Bill f Materials windw cmpnent table and n the Prductin Order windw table, then n entry f the parent item int a prductin rder, the values f the UDF fields frm the Bill f Materials windw are cpied int the crrespnding UDF fields in the Prductin Order windw. By setting a UDF field in the Bill f Materials windw t hld a link t a file, yu cause that link t be cpied int the crrespnding UDF field in the Prductin Order windw. This feature is imprtant as a means f handling attachments such as manufacturing plans r ther dcuments. 7.6 Dcument Settings and WIP Accunt Yu can decide whether yu want the csts f cmpnents in the prductin rder t be psted t the WIP accunt f the parent item r t the WIP accunt defined fr each cmpnent. T d s, frm the SAP Business One Main Menu, chse Administratin System Initializatin Dcument Settings. 50 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders

In the Dcument Settings windw fr the prductin rder dcument, in the Use fr Cmpnents Transactins sectin, chse ne f the fllwing ptins: Cmpnent WIP Accunts - Uses the cmpnent WIP accunts thrughut the prductin prcess. Fr example, if a parent item cnsists f a child item Item01 and a resurce Res01, the default accunts are used as displayed belw. Cmpnent Default WIP Accunt Cmment Item01 Depending n the definitin in the Set G/L Accunts By field n the Inventry tab f the Item Master Data windw f the cmpnent item, the WIP Inventry accunt defined at the warehuse, item grup, r item level is used. Nte If advanced G/L accunt determinatin rules are defined fr the warehuse, item grup, r If yu define a different accunt in the WIP Accunt field f the Prductin Order windw fr this item cmpnent, then the defined accunt is used as the WIP accunt. (The value frm the WIP Accunt field f the Bill f Materials windw is cpied int the prductin rder; hwever, if n accunt is defined in the bill f materials, then the WIP Accunt field in the prductin rder is left blank.) Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 51

Cmpnent Default WIP Accunt Cmment the item cmpnent in questin, ther WIP Inventry accunts may be used. Res01 The Resurce WIP accunt defined n the Resurces tab f the G/L Accunt Determinatin windw applies, unless an advanced G/L accunt rule requires a different Resurce WIP accunt. If yu define a different accunt in the WIP Accunt field f the Prductin Order windw fr this resurce cmpnent, then the defined accunt is used as the WIP accunt. (The value frm the WIP Accunt field f the Bill f Materials windw is cpied int the prductin rder; hwever, if n accunt is defined in the bill f materials, then the WIP Accunt field in the prductin rder is left blank.) Parent Item WIP Accunts - Uses the parent WIP accunt as the WIP accunt fr the jurnal entries f the cmpnent transactins (bth fr item and resurce cmpnents) thrughut the prductin prcess. The parent item is defined in the bill f materials that was selected in the prductin rder. Fr example, if a parent item cnsists f a child item Item01 and a resurce Res01, the default accunts are used as displayed belw. Cmpnent Default WIP Accunt Cmment Item01 Res01 Depending n the definitin in the Set G/L Accunts By field n the Inventry tab f the Item Master Data windw f the parent item, the WIP Inventry accunt defined at the warehuse, item grup, r item level is used. Nte If advanced G/L accunt determinatin rules are defined fr the warehuse, item grup, r the parent item in questin, ther WIP Inventry accunts may be used. If yu define a different accunt in the WIP Accunt field f the Prductin Order windw fr this item r resurce cmpnent, then the defined accunt is used as the WIP accunt. (The value frm the WIP Accunt field f the Bill f Materials windw is cpied int the prductin rder; hwever, if n accunt is defined in the bill f materials, then the WIP Accunt field in the prductin rder is left blank.) 7.7 Clsing Prductin Order and Handling Cmpnents Cst Upn the clsing f the prductin rder, a jurnal entry is created autmatically in which all WIP accunts used during the prductin prcess are zered dwn; the value frm the WIP accunts is transferred t the WIP Inventry Variance accunt f the parent item. 52 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders

Nte If an interim WIP cnslidatin mapping is defined fr a WIP accunt, the WIP accunt is zered dwn and the value is transferred t the defined interim WIP accunt. This prcess may cntinue if further interim WIP accunts are defined. The last interim WIP accunt in the chain f interim WIP accunt mapping is then zered dwn and the value is transferred t the WIP Variance accunt f the parent item. Fr mre infrmatin n the interim WIP cnslidatin mapping, see sectin 10 Interim WIP Cnslidatin Accunt Mapping. Befre psting the jurnal entry behind the prductin clsure, a check is made t verify if the ttal cmpnent cst equals the ttal cst f the received parent items and its by-prducts. If there is a difference, it is transferred frm the WIP Inventry Variance accunt f the parent item back t the Inventry accunt f the parent item. Hwever, this applies nly if the fllwing tw cnditins are met: The parent item is managed by a validatin methd ther than Standard. The parent item's quantity in the inventry is greater than zer; it has nt been sld ut befre the prductin rder clsure. 7.8 Changing Prductin Order Status in Batch It is always imprtant t regularly clse prductin rders. And mre than ften, it is necessary t change prductin rder status frm Planned t Released, r vice versa. T facilitate the efficiency in ding these tasks, a batch update functinality is available t allw yu t select and change the status f multiple prductin rders. T access this functin, g t Prductin -> Prductin Reprts -> Open Items List, and in Open Dcuments drpdwn list, select Prductin Orders. Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 53

Yu can filter prductin rders by selecting an ptin in the drp-dwn list in the Filter field. There are the fllwing ptins here: Released - select this ptin, and all prductin rders with Release status will be displayed. Yu can select the rders yu want t handle, and change their status t: Released Canceled Nte Select the prductin rders by selecting the checkbxes in the Select field. Yu can select the checkbx ne by ne, r yu can select a range f prductin rders by selecting the first required prductin rder and then shift-selecting the last ne required in the range. Planned - select this ptin, and all prductin rders with Planned status will be displayed. Yu can select the rders yu want t handle, and change their status t: Planned Clsed Canceled Nte If, apart frm any scenari explicitly mentined abve, the status f any individual prductin rder cannt be changed, then n attempting t change the status, the prductin rders which culd nt be updated will remain in the list, with their Select field. 54 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Prductin Orders

8 Issue fr Prductin The fllwing enhancements have been made t the Issue fr Prductin windw: Sme ruting related fields, such as Rute Stage, Rute Sequence and Stage Descriptin, are nw included in the table fr reference. They will be displayed nly when a ruted prductin rder is selected fr issuing. 8.1 Issue fr Prductin Windw Prcedure 1. Frm the SAP Business One Main Menu, chse Prductin Issue fr Prductin. 2. View the fllwing fields: Field Type Activity/Descriptin Fr each item r resurce cmpnent, the value f this field, as well as f the remaining fields, is cpied frm the Prductin Order windw. The remaining fields are als inherited frm the prductin rder; hwever, fr resurces the fllwing fields are blank and nt editable: Vendr Catalg N. Bin Lcatin Allcatin Hw t Wrk with Prductin in SAP Business One 9.3 Issue fr Prductin 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 55

Field Activity/Descriptin In Stck Cmmitted Ordered Minimum Inventry Level - Displays zer. Available Inventry UM - Displays Yes. UM Cde Items per Unit UM Grup Accunt Cde Fr bth resurce and item cmpnents, the value frm the WIP Accunt field f the prductin rder is cpied int this field unless n WIP accunt is defined in the prductin rder. In such a case, it is defined accrding t the definitins in the Dcument Settings windw. Fr mre infrmatin, see sectin 7.6 Dcument Settings and WIP Accunt. Nte If yu update the Whse field in the Issue fr Prductin windw, this field is updated accrdingly. Item Cst Distributin Rule, Prject Cde This field displays the ttal standard cst value psted in respect f the resurce after the issue fr prductin dcument is added. Fr each cmpnent, the values f these fields are taken frm the relevant fields f the Prductin Order windw. 8.2 Psting Behind Issue fr Prductin When yu add an issue fr prductin, in additin t psting expenses fr items, in the same jurnal entry yu als pst resurce expenses. The resurce expenses are transferred frm the resurce expense accunt t the related resurce WIP accunt. The ttal value psted fr each resurce unit equals Ttal Std Resurce Cst as defined in the Resurce Master Data windw. The actual psting itself is split acrss up t ten resurce expense accunts as defined by the advanced G/L accunt determinatin rules r the G/L accunt determinatin and the WIP accunt that is defined in the Accunt Cde field f the Issue fr Prductin windw. Example An ExampleResurce has a Ttal Std Resurce Cst f 100 per unit which is split between Resurce Std Cst 1 = 60 and Resurce Std Cst 2 = 40. Resurce N. Ttal Std Resurce Cst Std Cst Expense 1 Std Cst Expense 2 56 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Issue fr Prductin

ExampleResurce 100 60 40 The jurnal entry in respect f the resurce cmpnent cnsumptin f 10 resurce units is as displayed in the table belw. Accunt Debit Credit Std Cst Expense 1 600 Std Cst Expense 2 400 WIP Accunt 1000 This psting is added t the psting f any ther item and resurce cmpnent within a single jurnal entry created upn adding the issue fr prductin. The ttal value that is psted t all the resurce WIP accunts is added cumulatively t the Actual Resurce Cmpnent Cst field n the Summary tab f the prductin rder whenever an issue fr prductin is added. Hw t Wrk with Prductin in SAP Business One 9.3 Issue fr Prductin 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 57

9 Receipt frm Prductin Prcedure 1. Frm the SAP Business One Main Menu, chse Prductin Receipt frm Prductin. 2. View r update the fllwing fields: Field By-Prduct Activity/Descriptin In additin t displaying the parent item, the receipt frm prductin nw displays the byprducts as well. If an item is a by-prduct, the checkbx fr this field is selected. Nte Yu cannt delete by-prducts with the Backflush issue methd, nly thse with the Manual issue methd. Backflush by-prducts have their quantity set t read-nly and it is prprtinal t the quantity f the parent prduced, but yu can update the quantity fr by- prducts with Manual issue methd. Unit Price Displays the current cst f the by-prduct. Yu can update this field manually, unless the by- prduct has the Standard valuatin methd. The value in this field is used fr psting the inventry value f the by-prduct in the jurnal entry behind the receipt frm prductin. Quantity Fr by-prducts with the Backflush issue methd, yu cannt update this field. Hwever, if yu update the quantity f the parent item, the value in this field updates prprtinally. 58 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Receipt frm Prductin

Field Activity/Descriptin Fr by-prducts with the Manual issue methd, yu can update this field manually. Updating the parent item's quantity des nt affect this field. Item Cst After adding the receipt frm prductin, this field displays the fllwing: Fr by-prducts, the cst f the by-prduct which has been psted in the jurnal entry behind the receipt frm prductin. Fr parent items, the cst f the parent item which has been psted in the jurnal entry behind the receipt frm prductin. Nte When returning item cmpnents, the Accunt Cde field is by default ppulated with the value f the WIP Accunt field in the crrespnding prductin rder. If that field is blank, then the system applies the apprpriate WIP accunt accrding t the definitins in the Dcument Settings windw. 9.1 Backflush Cmpnents Handling and Impact f Additinal Quantity The fllwing applies when prcessing Backflush cmpnents: Backflush cmpnents are always autmatically cnsumed in prprtin t the quantity f the parent item which is currently being received in the receipt frm prductin. The cnsumptin f Backflush cmpnents which are t be prcessed tgether with a receipt frm prductin f the parent item is recrded in a separate jurnal entry linked t an issue frm prductin dcument. The Remarks field f this issue fr prductin reads that the dcument has been autmatically generated t handle Backflush cmpnents related t a specific receipt frm prductin. If Additinal Qty has been specified fr a Backflush cmpnent, it is autmatically cnsumed n the first receipt f the parent item frm the prductin rder in additin t the regular prprtinal receipt f cmpnents. Hw t Wrk with Prductin in SAP Business One 9.3 Receipt frm Prductin 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 59

10 Interim WIP Cnslidatin Accunt Mapping This functinality enables businesses t autmatically identify sub-assembly csts n clsing a prductin rder withut the need t use nested BOMs and separate prductin rders fr subcmpnents. Example Yu prduce bicycles and yu want t identify the cst f bicycle parts at varius stages f the prductin rder. A bicycle wheel is made up f a number f cmpnents whse csts add up t the cst f the wheel. In additin t identifying the verall cst f the bicycle, yu need t identify the cst f the wheel which wuld nrmally nt be identified. Using the cmbinatin f WIP accunt settings and the interim WIP cnslidatin matrix, yu can track the cst f the sub-assemblies thrugh the chart f accunts. This functinality prvides mapping fr multiple WIP accunts such that upn the clsing f a prductin rder, the WIP accunt pstings fr sub-assembly cmpnents are all zered dwn and transferred t a single subassembly interim WIP accunt. Fr example, t cntain the ttal wheel cst, and then the sub-assembly, interim WIP accunts are zered dwn and their values are transferred t the WIP Inventry Variance accunt. If there is any difference between the value psted t the WIP Inventry Variance accunt and the value f the received parent items and its by-prducts, it is psted back t the Inventry accunt f the parent item accrding t the enhancements regarding the prductin rder clsing. The mapping matrix allws multiple levels f mapping. Prcedure 1. Frm the SAP Business One Main Menu, chse Administratin Setup Prductin. 60 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Interim WIP Cnslidatin Accunt Mapping

2. In the Cnslidate Frm Accunt (left-hand side) clumn, select a WIP accunt frm which the value will be transferred. In the Cnslidate T Accunt (right-hand side) clumn, select an interim WIP accunt t which yu want t transfer the value. Nte If an accunt in the right-hand side clumn is als separately defined in the left-hand side clumn, then its value will be zered dwn and transferred t the accunt in the Cnslidate T Accunt clumn. Yu cannt define ne accunt in the Cnslidate Frm Accunt mre than nce. Any WIP accunt r interim WIP accunt which is nt included in the mapping matrix will have its value autmatically transferred t the WIP Variance accunt f the parent item and subsequently t the relevant Inventry accunt. 3. T save the settings, chse Update. Example 1. Yu define interim WIP cnslidatin mapping as displayed belw. 2. Yu pen a prductin rder as displayed belw. Hw t Wrk with Prductin in SAP Business One 9.3 Interim WIP Cnslidatin Accunt Mapping 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. 61

The Child1 and Child2 items use WIP accunt 210102, which is included in the WIP cnslidatin mapping matrix. 3. Yu issue all the cmpnents. In the jurnal entry created behind, the values fr Child1 and Child2 are credited frm the Inventry accunt and debited t the WIP accunt 210102. The value fr R001 is credited frm the relevant standard cst expense accunts and debited t the WIP accunt 210102. 4. Yu reprt the prductin rder's cmpletin. The jurnal entry created behind credits the WIP Inventry accunt (defined fr the parent item) with the parent item cst and debits the Inventry accunt. 5. Yu clse the prductin rder. The jurnal entry created behind clsing the prductin rder des the fllwing: Zeres dwn the WIP accunt 210102 and transfers the value t the interim WIP accunt 210103 accrding t the WIP cnslidatin settings. Zeres dwn the interim WIP accunt 210103 and transfers the amunt t the WIP Variance accunt. If there is a difference between the value transferred t the WIP Variance accunt and the value f the received parent item and its by-prduct, it is psted t the Inventry f the parent item. 62 2017 SAP SE r an SAP affiliate cmpany. All rights reserved. Hw t Wrk with Prductin in SAP Business One 9.3 Interim WIP Cnslidatin Accunt Mapping

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