SIKICH, LLP SHOP VUE CONNECTOR MICROSOFT DYNAMICS NAV Setup and Processing Guide

Transcription

1 SIKICH, LLP SHOP VUE CONNECTOR MICROSOFT DYNAMICS NAV 2015 Setup and Processing Guide 1

2 TABLE OF CONTENTS TABLE OF CONTENTS... 2 INTRODUCTION... 3 SETUP AND ADMINISTRATION Shop Vue Setup PROCESSING OF TRANSACTIONS Shop Vue Processing

3 INTRODUCTION The Shop Vue Connector provides the capability to allow the ShopVue product to interact cooperatively with Microsoft by sharing a number of areas. On the NAV side, the ShopVue Production and Material Connector Granules contain code and data to support synchronization. On the ShopVue side there are SQL tables, views and procedures specific to NAV. With the interface in place, data is maintained in one system and shared with the other through the interface. The two systems agree on a division of responsibility so the new ShopVue Customer does not have to make confusing decisions about where to draw the boundaries. Terminology Term Example Definition, Comments ShopVue NAV Production Connector The package of software enhancements to NAV that allows labor and machine data exchange between ShopVue and NAV. Configured via the NAV Administration module. ShopVue NAV Materials Connector The package of software enhancements to NAV that allows materials data exchange between ShopVue and NAV configured via the NAV Manufacturing module. Journal Output Consumption Production Production Order Line Order line 1000 would become in ShopVue etc A NAV journal is a table that collects batches of transactions before posting them to a ledger. ShopVue labor and machine transactions are automatically loaded into NAV via the Output Journal ShopVue material transactions are automatically loaded into NAV via the Consumption Journal The Production Journal is a Navision combination of the above two journals In NAV, a Production Order may be made for several different products. Each product is represented in a Production Order Line (as in Line item ). Each Production Order line generates a ShopVue Order. 3

4 Data is shared between NAV and ShopVue in four categories. In all cases, the point is to have a single point of maintenance for all data. 1. NAV released Production Orders with their associated Bills of Material originate in NAV and are copied to ShopVue. Any time a production order is created, modified or deleted, ShopVue can see the change and will update its own tables accordingly 2. Labor, machine and material transactions originate in ShopVue and are copied to NAV, where they flow through the Output Journal and Consumption Journal to the Capacity Ledger. Posting is automatic and instantaneous, so you never actually see the rows in the journals. 3. NAV HR employees can be copied to ShopVue. The ShopVue Production Connector includes additional employee attributes so that NAV HR can be the single point of maintenance for employee data. ShopVue furnishes the data to support dropdowns in the single point of maintenance 4. NAV static tables can be copied to ShopVue. NAV Software Components in the ShopVue Connector When the ShopVue Production and Material Connectors are installed, code and data objects are created in NAV The ShopVue setup tables with maintenance screens (in the Administration module for the Production Connector and in the Manufacturing module for the Materials connector) provide the system parameters. A new column called LastChangedDateTime, which is updated by a trigger, allows ShopVue to recognize when it needs to re-download an order The ShopVue Log table for the Production connector and the ShopVue Material DropOff table provide destination tables for the upload of transactions for ShopVue. Code modules move data from these tables to the respective Production and Consumption journals and then to the ledger. New columns on the Employee table enable NAV as the single point of maintenance for employee data. The Production connector adds a ShopVue tab to the Human Resources module Employees maintenance screen which shows these fields as NAV lookup boxes. 4

5 Data Transfer: Transactions 5

6 Employee Maintenance and Data Transfer 6

7 Data Transfer: Other Shared Data Labor vs Machine Hours Within the NAV and ShopVue interface there is a difference between Labor and Machine hours. To explain the difference let s assume the following: Employee Numbers: 201, 202, 203 Machine Centers: 110, 120, 130, 140 Production Order Numbers: through Scenario: Multi Machine One Employee is able to run 4 machines at once. He spends 8 hours doing this Each Machine Center gets 8 hours of machine time because it was running all day The jobs at each machine gets 2 hours of labor time because the operators efforts are divided among the machines Based on the scenario here is what will get exported to NAV 7

8 Order Emp Machine Labor hours Machine hours Totals: 8 Labor hours 32 Machine hours Scenario: Teamwork It takes 3 employees to run a Machine Center. They spend 8 hours a day doing this The Machine Center gets 8 hours of machine time. ShopVue sends 2.66 hours of apportioned machine hours with each employee s labor so the total comes out to 8.0 The jobs at that machine get 8 hours labor from each employee, for a total of 24 hours labor Based on the scenario here is what will get exported to NAV Order Emp Machine Labor hours Machine hours Totals: 24 Labor hours 8 Machine hours Standard out of the box NAV uses either the Machine Center or the Work Center to track hours spent on a production order. You can configure the ShopVue Production Connector to apply either the labor hours or the machine hours, and that value will flow through to the Capacity Ledger If you need to track hours by employee, you can configure the ShopVue connector as follows: For every employee, create a corresponding Machine Center. In other words a Man-Machine. The connection from human employee (in the HR portion of NAV) and the Resource (manmachine) is made in Maintain Employees Labor hours can be posted to the man-machine, which causes them to flow through to the Capacity Ledger Optionally, machine hours can also be posted to the actual Machine Center Go to the ShopVue Setup and choose the value for Post Capacity Go to Human Resources/Employees and open the employee card Go to the ShopVue fasttab 8

9 9

10 SETUP AND ADMINISTRATION SHOP VUE SETUP Setting up ShopVue first requires install the NAV ShopVue Connector Granule. This is done by importing the NAV.fob s. NAV ShopVue Connector for Production Granule 1. Go to Microsoft Dev Environment 2. Click Tools/Object Designer 3. Click Import and choose the.fob file 4. Click Ok to show the import worksheet 5. Click Replace ALL 6. Click OK Once the ShopVue Production granule is installed, go to Administration/Application Setup/ShopVue/ShopVue Setup Enable ShopVue: Authorizes NAV to receive and post ShopVue Activity CASCO Server Name/Database/User/Password: Used to post success and failure results back to ShopVue when NAV validates Shop Activity Post Capacity: This option controls how NAV will apply hours from ShopVue. Go to Administration/Application Setup/General/Change Log Setup and select Change Log Activate. Click setup, select tables and pick #5406 On ID 5406 set Log Deletions to Some Fields Use the ellipse button to select fields 1, 2, and 3 to be written to the log. ShopVue will use this information to detect when a Prod. Order Line was deleted in NAV and should be deleted in ShopVue. NAV ShopVue Connector Granule for the Material Interface 1. Go to Microsoft Dev Environment 2. Click Tools/Object Designer 3. Click Import and choose the.fob file 4. Click Ok to show the import worksheet 5. Click Replace ALL 6. Click OK Once the ShopVue Material Interface granule is installed, a journal batch called SHOPVUE needs to be added to the Item Journal Template, Item journal batch an Auto Post by Entry option. ShopVue Journal Template: CONSUMP ShopVue Journal Batch: SHOPVUE ShopVue Journal Option: Auto Post By Entry Job Scheduler Use the NAV 2015 Navision Application Server scheduler to run the following jobs: Process ShopVue Entries job every 5 minutes. Run the Material Connector codeunit Process ShopVue Mat. DropOff every 5 minutes 10

11 Indirect Activities In NAV you will identify any indirect activities and the Posting code. This can range from Maintenance to Sweeping Floors. 11

12 PROCESSING SHOP VUE No daily intervention is required in the NAV and ShopVue connector. NAV Production Orders will show up in ShopVue ShopVue activity shows up in NAV Employees entered in NAV will show up in ShopVue ShopVue has the same list of Work Centers and Machine Centers as NAV NAV Employee Maintenance offers the correct list of ShopVue Pay Groups and User Groups in it s dropdown. System Administrator Responsibilities The system administrator has some periodic responsibilities along with one main responsibility. The main responsibility is to make sure the interface is running. Periodically the administrator should do the following: Review export errors Make corrections as needed. Supervisors can make corrections to ShopVue transactions. Corrections are automatically exported to NAV Checking System Monitor Alerts Setting up new NAV data There may still be rare cases where a transaction has passed validation in ShopVue but is then rejected by NAV. ShopVue has both the standard Review Shop Activity function as well as NAV Export Report that can be used to check for export errors. NAV Export Error Report The ShopVue NAV Export Error Report can be used to show detailed information regarding transactions exported to NAV. To run the NAV Export Error Report performs the following. 1. In ShopVue, click the Select Report icon 2. Select NAV Export Error Report 3. Enter the Data range you wish to review 4. Check Include Pending to include records that have not yet been posted by NAV 5. Click Print 12

13 Attend/Labor Detail Report The ShopVue Attend/Labor Detail Report can be used to show detailed information regarding transactions exported to NAV. This report includes both total hours and quantities exported to NAV by operation as well as specific transaction detail. To run the report perform the following. 1. In ShopVue, click Select Report icon 2. Select the Attend/Labor Detail Report, click OK 3. Enter the parameters 4. Click Print Review Shop Activity Use Review Shop Activity and check for export errors to NAV on a routine basis. It is recommended to do this at least once a week. Choose Real Time errors as an option. NOTE: Changes to transactions should always and only be made directly in ShopVue. They will be automatically resent to NAV. ShopVue Log The ShopVue log within NAV shows what entries have been processed and what error message exists. The default view shows only the entries with error. However, you can click the Show Processed to refresh the view to show all records that have been processed. 13

14 Process ShopVue Entries If errors exist within NAV that is causing errors to be placed in the log, once they are corrected, you can go to Process ShopVue entries to process the entries. If the error has been corrected the entry will process. Normally, all entries are fixed within ShopVue and then resent to NAV but there is occasion when the error is something in NAV and the error needs to be corrected within NAV and reprocessed. 14

15 You also have the ability to schedule this by clicking the Schedule button and then entering the necessary information 15

16 16