Parts & Change Control User s Guide

Size: px
Start display at page:

Download "Parts & Change Control User s Guide"

Transcription

1 User s Guide JOBSCOPE

2 JOBSCOPE Parts & Change Control Copyright, Jobscope, LLC, JOBSCOPE Information in this document is subject to change without notice. Jobscope LLC makes no warranty of any kind regarding this material, and shall not be held liable for errors contained herein or for damages resulting from the use and performance of this material. The information in this document is protected by copyright. No part of this manual may be reproduced in any form without the expressed written consent of Jobscope LLC.

3 Table of Contents Parts & Change Control... 7 About This Manual... 7 Getting Started... 8 Configuration Settings View Options Table Entries for Parts Mode Product Line (Table 2002) Material (Cost) Categories (Table 3001) Unit of Measure (Table Buyer Codes (Table 3005) Planner Codes (Table 3015) Class/Subclass (Table 5003) Commodity Codes (Table 7211) Countries (Table 7009) Outside Process Codes (Table OutsideProcessCodes) Part Lead Time Class (Table PartLeadTimeClass) Warranty Master (Table WarrantyMaster) Warranty Class (Table WarrantyClass) Parts and the Commonly Used Collections Part Browse Parts Search Tab Part Supplier Search Tab Part Customer Search Tab Part Main Tree View Part Master Phantom BOM Bill of Material Components Deleting Bill of Material Components Part Routings Parts and the Other Collections JOBSCOPE Page 1

4 Bill of Material Operations Part Customer Part Numbers Part Documents Part Drawings Part Engineering Attributes Part Inspection Methods Part Inventory Part Language Description Part Outside Process Part Prices Part Prior Description Part Repair Default Disposition Part Replacements Part Revisions Part Substitutes Part Supplier Part Numbers Part Warranty Engineering Analysis Part Main Tree View Buttons Right Click Options in Parts Explode Where Used Save Structure As Run Purchasing Analysis View Active Drawing Update Revisions Locate Part Special Functions In Parts Variable Dimensions Variable Length Part Variable Length and Width Part Outside Processing JOBSCOPE Page 2

5 When the Outside Process is not for the End Item When the Outside Process is for the End Item Job Costing of Outside Processing Routings Getting Started Work Centers Setup Time Run Time Crew Size Description Operation Id Jump Right In Configuration Settings Table Entries For Routings Mode Routings and the Commonly Used Collections Routing Browse Routings Main Tree View Routing Header Backflushing Labor Routing Operations Add Long Description Standards Routings and the Other Collections Routing Documents Routing Op Long Description Routing Operation Documents Routing Operation Equipment Routing Operation Fixtures Routing Operation Inspection Methods Routing Operation Kits Routing Operation Skills Routing Operation Tools JOBSCOPE Page 3

6 Routing Same-As-Except Routings Main Tree View Buttons Same As Except Routings Same As Except Definitions Same As Except Details Manual Work Order Creation Drawings Getting Started Drawing Revisions Versus Part Revisions Configuration Settings Table Entries For Drawings Mode Drawings Main Tree View Drawing Master Drawing Revisions Drawing Items Drawing Control Drawing Main Tree Buttons ECN s (Engineering Change Notices) Getting Started Configuration Settings Table Entries for ECN Mode ECN Structure and How It Works Engineering Change Master Engineering Change Bill of Material ECN Add ECN Remove ECN Replace Engineering Change Notices and the Commonly Used Collections ECN Browse Engineering Change Master Engineering Change BOM Engineering Change Notices and the Other Collections JOBSCOPE Page 4

7 Bill of Material Components Engineering Change Actions Engineering Change Part Documents Engineering Change Part Drawings Engineering Change Part Engineering Attributes Engineering Change Part Inspection Methods Engineering Change Part Master Engineering Change Part Revisions Engineering Change Part Routings Update Work Order From ECN Releases Engineering Releases in Design Data Management Engineering Releases in Job Management and Control Getting Started Configuration Settings Table Entries for Releases Mode Status Values Releases Browse Releases Main Tree View Engineering Release Header Engineering Release Lines Engineering Release Documents Releases Main Tree View Buttons Integrating Task Planning With Engineering Release Lines How They Look In Job Management and Control Engineering Release Line Dependencies Standard Operations Getting Started Configuration Settings Table Entries for Standard Operations Mode Standard Operations Standard Operation Browse JOBSCOPE Page 5

8 Standard Operations Main Tree View Standard Operations Long Description Standards The Other Standard Operations Collections Adding A Standard Operation To A Routing Tools Option on the Toolbar Change Buyer/Planner Copy Part and Collections Copy Part Master Copy Routings and Collections Routing Same As Except Definitions Same As Except Details Routing Mass Replace Parts Mass Replace JOBSCOPE Page 6

9 Parts & Change Control About This Manual There is a major section for each of the six modes of operation. In each section, the things that you need to think about when first starting are listed at the beginning of the section, and the things that are not so important when getting started are listed later so that you can read the important stuff early, and leave the rest until later. As an example, in Parts mode, the important stuff is listed from the beginning until the end of the Parts and the Commonly Used Collections section. The stuff that you may not use very much is in the first section after that, Parts and the Other Collections. After Parts and the Other Collections you will find information about a number of topics that may be important to you, but not necessarily as you are getting started. The Parts & Change Control module has six modes of operation: Parts, Routings, Drawings, ECN s, Releases and Standard Operations. JOBSCOPE Page 7

10 Getting Started The basic functions of Parts and Change Control are to provide means of describing your parts, bills of materials, and routings to the system so that you can create work orders for your jobs. You can load these manually, by typing the information, or you can mass load parts and bills of material using the Map Master module. In either case, it is a good idea to manually load at least some of the parts and bills of material so that you get familiar with the way the system works, and you allow the system to look at every little piece of data that you enter. Put the parts in first, and then you can build them into bills of material. This is done in Parts mode. Then create the routings in Routings mode, and link them to the parts in Parts mode, using the Part Routing functionality. As you build the bills of material, use the BOM List button on the Part Main Tree View to print the bill of material so that you can check it. As you add routings and link them to parts, create work orders in the Job Management and Control module to see if you are getting the results that you want. The section Parts and the Commonly Used Collections of this manual tells you how to do this. The section Parts and the Other Collections describes more elaborate functionality that you can get into later. If you already have a part numbering scheme that you like, then continue to use it. The part number can be any combination of alpha characters, numeric characters, and dashes up to 20 characters. If you don t have a part numbering scheme already, then you will need to create one. The best scheme is a simple number scheme. Attempting to describe the part with the part number is almost always an exercise in futility, and you will wind up with very long numbers that take a long time to type. If you think you may have over 100,000 parts, then use a six character numbering scheme beginning with , or If you think it will be more like 10,000, then maybe is a good place to start. The system can even assign them for you. In System Utilities, under System Configuration, then Engineering, you can check the box Assign Part Number Sequentially and enter the first number you want assigned. Then, when you enter a new part in Part Master, instead of typing in a part number, type NEW and tab, and it will assign the next number. There is also a Part Prefix function that allows you to create prefixes like HY for a hydraulic part, or MO for a motor, etc. These prefixes can be set up in System Configuration. See that section for more information. Just keep in mind that if you are buying a lot of parts specifically for a particular job, then you will wind up with a lot of part numbers. You can buy them without setting them up as Part Master records, but it is a good idea to set them up in Part Master. You will be glad you did later. Another thought is the concept of Make, Buy, and Stock parts. In Jobscope, all parts are defined as one of these types. With most manufacturing systems, there is only one type, Stock. In these systems, the stock parts are either bought or made. With Jobscope, you need only set up the parts as stock that you actually want to keep on hand all the time. If you have parts like expensive motors or pumps or fabrications that you only buy when you have a customer order for them, then set them up as Buy parts JOBSCOPE Page 8

11 and buy them directly to the job. The make parts are the ones that you make yourself. You can make parts for stock, or you can make them to go directly to customer orders, or jobs. In most manufacturing systems, the Part Master defines everything about a part, including the information needed for inventory purposes, since every part is considered an inventory item. In Jobscope, some parts are inventory items, and some are not, so two database tables are required, a Part Master, and an Inventory Master. When you add Part Master records in Parts mode of Parts and Change Control, you are adding the Part Master. When you enter the part, if you check that it is stock, when you save it, the system will ask if you want to create the Inventory Master at that time. If you click yes, then a screen will display which asks you for the additional information needed for the Inventory Master. If you click no, then the Part Master is created without an Inventory Master. The Inventory Master can be added later. The Add Stock button on the Part Main Tree View allows you to create a large number of Inventory Master records from Part Master records with minimum effort. Therefore, if you re ready to go with parts and bills of materials, but the inventory people aren t ready yet, go ahead without them and catch up later. As for routings, put times on the operations, even if you don t have an exact idea of how long it will take to perform the operation. You don t need exotic time studies to get them exact, just take your best guess and move on. You will need to define work centers to set up the routings. If you are uncertain of what is a work center, use your instincts. When the people in the plant talk about parts of the shop or machines, what terms do they use? If they are always referring to the welding shop, then make the welding shop a work center, not each work area within the welding shop. If they refer to a flame cutting table, then that is a work center. You need to carefully consider Category, Class, and Subclass. The job cost system collects and displays budgets and costs by Category. If you do estimating, and breakdown your estimates by things like Metal, Controls, Motors, Electrical, or however you do it, then those breakdowns are categories. If you are starting from scratch, then select the categories that make sense for you, but don t select a large number of them. Somewhere between 5 and 25 is a good number of categories. Class and Subclass are there to help you find parts, so they may be much more numerous than categories. JOBSCOPE Page 9

12 Configuration Settings In System Utilities, System Configuration, Engineering, Parts and Change Control, you will see the following screen. Several of these settings are important for the Parts mode. Require PSM on Parts Master PSM is a designation as to whether a part is purchased directly for a job (P), carried in stock (S), or made on the job as needed (M). The Part Master has a check box for each of these. This setting determines whether the system will require you to check one of them. It is advised that you check it on from the very beginning. Update Unit cost from Purchasing for Purchased Parts If this is checked on, the system will update the unit cost field on the Part Master each time a purchase order line item for the part is entered (purchased parts (P) only). Sometimes special situations dictate buying a part for a price that is much higher than normal, and it is usually undesirable to have this update the Part Master. It is advised that you check it off. Use Cum Numbers When Selecting Data A special module uses cum numbers, but the standard system does not, so you should leave this checked off. JOBSCOPE Page 10

13 Show Item Numbers or BOM Sequence If a bill of material has 10 items or BOM Components, they might be numbered , depending upon how you wish to assign numbers. This is referred to as the BOM Sequence number. This setting determines whether the main display will show these numbers. It is a good idea to check this. Don t Update BOM Tree until BOM Form Closes If you don t check this, the main tree view will update as you make changes, which causes a pause which can be irritating, and you probably won t be looking at it while you are making changes. If you check this on, the tree update will not occur until you close the BOM Components screen. Turn Off ECN Checking When the system creates work orders, it checks the ECN system to see if any parts or routings are on ECNs, and displays messages to that effect. This turns off that checking in order to avoid the messages. Parts Under Change Control If this is checked, then when a parent part is marked as under change control, all the parts in the structure beneath that parent part will be marked as under change control. The All Parts option will do this for all the parts in the structure, whether they be make, buy, or stock. The Make Parts option will only mark the make parts. If Only Top Level is checked, then putting the top level (parent part) under change control will not automatically put the lower level parts under change control. On the bottom left, the section Select Tables to be Under Change Control, allows you to select the tables that will be under change control. Under Change Control means that the data stored in a table, once entered, may not be changed in the Parts and Change Control module, but must be changed by creation of an Engineering Change Notice (ECN). You can use this function to define exactly what data can be changed without an ECN. The Parts Master screen has a field called Under Change Control. If you check it for a part, then that part is under change control, and some or all of it s data (depending upon what you check here) may only be changed via an ECN. If you click on the Parts Tables button ( Change Control screen displays. ), the Parts and Change Control: Parts Data Under JOBSCOPE Page 11

14 In this case, the Bill of Material Components box has been checked. That means that, if a part is under change control, then it s bill of material may not be changed except via an ECN. All it s other data may be changed without an ECN. If you click on the Routings Tables button ( ), the screen for Routing data displays. You can check which tables you want to be under change control. JOBSCOPE Page 12

15 On both screens, the Select All and Unselect All buttons will check all the boxes or uncheck all of them, respectively. On the upper right, you will see the Displaying Engineering Data section. Show Cum Numbers refers to Cumulative Numbers. This is a very special function for the aviation industry. You should leave it unchecked. You must check one and only one of these, so check Show Revisions. Show Operations For the Specified Routing Revision This option determines whether routing operation with a revision range outside of the header revision will show or not. As an example, the picture shows routing R, and the Current Production revision is B. Notice that operation 40 is grayed out, and it s ThruRevision is A. The Show Operations For the Specified Routing Revision box is not checked. If it had been checked, operation 40 would not show at all. This function gives you a substantial amount of revision visibility and control without the use of the ECN module. JOBSCOPE Page 13

16 JOBSCOPE Page 14

17 Show BOM for the Specified Part Revision Consider the upper part of the Part Master screen as shown in the picture below. Notice that the Current Revision for B, which is the top level assembly, is C. Now look at one of the bill of material components, , on the Bill of Material Components screen. Notice in the Effective box, that is effective for revisions A through C for the assembly. JOBSCOPE Page 15

18 This means that is effective (is used on) the current revision of B, the assembly. Now, if was effective for revisions A through B, and Show BOM for the Specified Part Revision was checked on, then would not appear in the bill of material display. JOBSCOPE Page 16

19 If Show BOM for the Specified Part Revision was checked off, then would display in gray (instead of the usual black), along with it s revision effectivity, which is A:B.. Also notice the related box, Show BOM For the Specified Part Revision, which has two check boxes, Use Numbers Only, or Use Letters Only. In the previous example, we were using Letters (A, B, and C). Since the system knows to expect letters, it can easily figure out the range of effectivity. Use Numbers Only would mean 1, 2, 3, etc. You need to pick one or the other and stick with it, or this functionality will not work properly. A dash for a revision tells the system that revision does not apply. You can use this revision processing for the bill of materials and gain a substantial measure of revision control without using the ECN system. You can specify whether the revisions are to be in numbers only (1, 2, 3,.) or letters only (A, B, C,.). In the middle right section of the screen, you will see Baseline Drawing Revsion. This allows you to set the default revision value for a drawing when it is first created. JOBSCOPE Page 17

20 Assign Part Numbers Sequentially See the Getting Started section in this document for an explanation of this function. It is a good idea. Part Prefixes Click on this ( ) and you will get this screen. When you create a new part in the Part Master, enter the prefix you want and the word NEW in the Part Number field, like this: HYNEW. When you tab out of the Part Number field, the system will assign the number in the Part Number field below. The resulting part number will be HY Assign Drawing Numbers Sequentially This does the same for drawings as the part numbering function. In other words, when entering a new drawing, entering the word NEW in the drawing number field will cause the system to assign the next sequential drawing number. If your CAD system is assigning the numbers, you may want to leave this unchecked. JOBSCOPE Page 18

21 Assign ECNs Sequentially This is the same for ECNs. Again, if these numbers are normally assigned elsewhere, you will want to leave this unchecked. JOBSCOPE Page 19

22 View Options If you click on View and then Options on the Toolbar, the following screen displays. You should ignore the Manual Refresh box under Engineering Change. You don t need it in the latest version. The following page shows the effects of the two boxes under Bill of Material. JOBSCOPE Page 20

23 Both Display with Change History and Highlight Phantom Parts are shown in the screen picture below. If Display with Change History is checked on, then changes made to the bill of material in the ECN system will have ECN information included. Notice that the bill of material item in the upper circle is shown in a very light gray. You may be able to read that it says Removed ByECN. This item is no longer a part of the bill of materials. If Display with Change History was checked off (not checked), then this item would not have displayed at all. The item in the lower circle was added by the same ECN. If Display with Change History was checked off, the item would still display, but the reference AddedByECN would not display. JOBSCOPE Page 21

24 As for Highlight Phantom Parts, notice the bill of material item highlighted in yellow below. The yellow highlight indicates that it is a phantom BOM item. If Highlight Phantom Parts was checked off (not checked), then the yellow highlight would not be there. JOBSCOPE Page 22

25 Table Entries for Parts Mode In System Utilities, Operations, Table Maintenance, you need to set up some basic data before beginning. These tables define the valid entries in certain fields. The fields that require table entries are referred to as table edited fields. In all the tables, you can enter a blank entry. If you do this, then you can leave a table edited field blank. As an example, look at the screen below for maintaining Buyer Codes. Notice that the Buyer Code field has been left blank and then OK or Apply was clicked to create an entry for blank. This will allow the Buyer Code field to be left blank. JOBSCOPE Page 23

26 Product Line (Table 2002) This value is normally used to divide parts among product lines for product line analysis purposes. If this is important to you, make entries. If not, create a blank entry and don t use it. Material (Cost) Categories (Table 3001) The cost categories for materials are defined in table This is the most important table, and is called Material Cost Category because it pertains only to materials. Job cost is sorted and displayed by cost category. The simplest categories might be Material and Overhead, but you probably want more detail than that. Think of your most important classifications of costs. For machinery manufacturers, categories might be Metal, Electrical, Motors, Pneumatic, Hydraulic, etc. The way you break down your estimates might be a good start for cost categories. Do not leave this table blank. Overhead - For each category, you can define an overhead percent. When a part with this category is charged to a job, the percentage value is used to calculate an overhead amount, which is charged to the job. This overhead amount is intended to cover the cost of indirect materials, or freight in, or other material related overhead costs. The system tries to charge this overhead amount to category OVERHEAD. If OVERHEAD is set up as a category on the job, the charge will go to that category. If OVERHEAD is not set up on the job, then the system will charge to category OTHER. For this reason, if you plan to use the material overhead function, you should be sure that category OVERHEAD is set up as a default category. JOBSCOPE Page 24

27 Subcontract - The Subcontract box allows you to designate a category as a subcontract category. The Detailed Cost Breakdown function uses this to recognize that a job charge is a subcontract. See the Section Detailed Cost Breakdown in the Job Accounting User Guide for more information. Restricted If you check this box, this category will not show in the dropdown for category on the Special Charges screen. You can enter the category manually, and it will take it. Uncontrolled Floor Stock If you have items that are free issue floor stock for which no issue transaction against a work order will take place, you may want to set up a special category with this box checked. When work order BOM components with a category marked as Uncontrolled Floor Stock are created, they are marked complete so that they don t show as outstanding. The Create Budgets process will not include the cost of these uncontrolled floor stock items in the job budgets. This is the kind of cost intended to be absorbed by the material overhead percent. JOBSCOPE Page 25

28 Unit of Measure (Table 3002) This defines the units in which the item is bought, issued, and specified on a bill of materials. The most common is EACH, and the actual UOM is normally EA. It might be FEET, or FT, for bar stock, or POUNDS, or LB for metals, etc. This is a required field. The Type of Measure is used in the Variable Dimensions calculations. See that section of this manual for details. Buyer Codes (Table 3005) This will be useful when you start the purchasing system. You can wait and add it later if you like. If your Buyer Codes will be closely related to Class or Subclass, then your database administrator can mass update the Part Master Buyer Codes from Class or Subclass later on. Planner Codes (Table 3015) This refers to production planners. If you have production planners that work with certain parts, then you can define these planners in the Part Master. If you don t have a clear idea about this when starting, create a blank entry and deal with it later. Class/Subclass (Table 5003) Class and subclass are used to help you find parts. Therefore, these values might get into quite a bit of detail. It is a good idea to use this. JOBSCOPE Page 26

29 Commodity Codes (Table 7211) Commodity codes as related to VAT are usually the 8 digit code for VAT related transactions. Some like to use it to define the EU guidelines for Restriction of Hazardous Substances (RoHS). In the US, some might use it for the Standard Classification of Transported Goods 5-digit code, or the NIGP Commodity Code which is used by many state and local governments. The VAT Indicator is used to refer to a VAT code, which would normally be in table 7208, but the field is not edited by the table so that it may be used for other purposes. Quantity Codes in VAT parlance is what is commonly known as a unit of measure, such as EA for Each. There are two of them so that This is the only72xx table that is used when VAT is turned off. Material Handling Code (MaterialHandling) This table defines how the part is to be handled, like Pallet, Loader, etc. It isn t that important to many users, but it is a required field. JOBSCOPE Page 27

30 Countries (Table 7009) When you enter a part, you can select a Country of Origin for the part. These countries must be first set up in the Country Codes Table. JOBSCOPE Page 28

31 Outside Process Codes (Table OutsideProcessCodes) These are codes for outside processing. The Outside Process Code may be up to 8 characters. The Description is three lines of 40 characters each. The Lead Time is for the scheduling system. Note that a Material Category of OUTPROC has been set up in table You may want to have more than one category in order to have more than one overhead amount for job costing. The category may be up to 10 characters long. JOBSCOPE Page 29

32 Part Lead Time Class (Table PartLeadTimeClass) Part Lead Time is expressed in days, and is used in the material planning processing and in scheduling. You can maintain a lead time by part in the Lead Time field in the Part Master, or, if you leave Lead Time blank, the system will look for a Lead Time Class value. As an example, simple parts that you have made in local machine shops may require a lead time of 14 days in slow times, and 35 days in busy times. If you use the Lead Time field, when 14 goes to 35, you will have to call up each Part Master to make the change. If you are using Lead Time Class instead, you would have a table entry for MachineParts, and you just call up that entry and change the 14 days to 35 days, and it is changed for all those parts. JOBSCOPE Page 30

33 Warranty Master (Table WarrantyMaster) If you want to assign a warranty to a part, then that master must first be set up with an ID in this table. The data that you enter here is all informational only; it does not affect system processing. JOBSCOPE Page 31

34 Warranty Class (Table WarrantyClass) Each Warranty ID may be assigned a warranty class, and this is where you set them up. JOBSCOPE Page 32

35 Parts and the Commonly Used Collections The Parts module allows the user to add, edit and maintain Parts in the system. This section will focus on the most commonly used part collections, Part Master, Bill of Material Components, and Part Routings. These are the collections that define the minimum data required to create work orders. Part Browse Click on Open to display the Part Search screen. You will notice that there are two tabs, Part Search and Part Supplier Search. Parts Search Tab The Parts Search tab is the one most commonly used. JOBSCOPE Page 33

36 Type in the information you know about the Part you are trying to locate and click Search. To retrieve all Part records, click Search without entering any criteria. Note: To perform a partial search, use the wildcard % JOBSCOPE Page 34

37 Note: Use the Recent dropdown to display the recently found Part records. This may save some time when trying to locate a record if this particular Part is frequently used. Double-click on the desired Part record to retrieve the information and display it in the Part Main Tree View. The MRP button ( ) will run the Update MRP function. This function is described in detail in the Purchasing Manager User Guide. JOBSCOPE Page 35

38 Part Supplier Search Tab The Part Supplier Search tab may be of use if you are maintaining Part Supplier Part Numbers. This browse allows you to enter a supplier (vendor) and return all the records for that supplier. As with the other browse, you can narrow down the selection by entering additional information. JOBSCOPE Page 36

39 Part Customer Search Tab You can also search by how your customer refers to a part. JOBSCOPE Page 37

40 Part Main Tree View The central pane displays the hierarchical Part structure. The right pane displays the list of Collections for the Part, highlighting in bold those with data for the selected Part. For example, the user can select a particular component of the Tree structure, and then based on the Collections shown in bold, display selected information about the Part: Notice that the toolbar on this display has a number of buttons. These are described in the section Part Main Tree View Buttons. JOBSCOPE Page 38

41 The most commonly used Collections are Part Master, Bill of Material Components, and Part Routings. To display the main information screen for the Part, double-click on the Part Master collection. Part Master This is the Part Master screen. This screen contains vital information about the Part record, in particular the denomination whether the Part is a Make (M), Buy (P) or Stock (S) Part. A Part should be defined as Make (M) if the part is manufactured. For a manufactured part, routings (or operations) must be added to describe the workflow in making the part. JOBSCOPE Page 39

42 A Part should be defined as Buy (P) if the part will be purchased directly to a job each time it s used. If the automatic work order creation is used, purchased parts are included on special shipping work orders. A Part should be defined as Stock (S) if the part is a Stock or Inventory item. When the part is used on a work order, an allocation is placed against the stock or lot inventory item. A corresponding record should exist either in stock inventory or the Material Master. S parts on a work order are listed as stock requirements. JOBSCOPE Page 40

43 The Part Master screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Part Master record Open Item: ( ) Use this function if you want to retrieve (open) another Part record to be displayed on the screen (it will also be displayed in the Tree structure) Save As: ( ) The Save As icon allows you to copy a part and it s structure to a new part number. When you click on it, the screen below displays, with the part number of the part displayed in Part Master already entered. Enter the new part number that you want to create in the New Part Number field. You can enter a revision. If you leave revision blank, the copy function will enter the value (-) as a revision for the new part. The red box in the picture below shows the collections for the old part. When the Copy Part and Collections screen first opens, the boxes will be checked for any data that exists for the old part. When you click Save and the copy is made, the checked collections will be copied as well as the part. If you click on the DeSelect All button, all the collection boxes will be unchecked. If you click on the Select All button, the existing collection will be checked. JOBSCOPE Page 41

44 Delete Item: ( ) Use this function to delete the Part record currently displayed User Defined Fields: ( ) Use this function to access the User Defined Fields form and enter the desired values. The red tick indicates UDFs already have values for the selected Part record Add User Text: ( ) Use this function to access the User Text screen and add free form information to the Part record. The red tick indicates UDFs already have values for the selected Part record Navigator: ( ) Use these controls to move along the list of Parts. These controls move to the Previous or Next Part record There are other buttons along the top. Part Inventory: ( ) The drop down has two options, View Part Inventory, and Launch Inventory System. View Part Inventory allows you to view Inventory information about the selected Part, including Quantity on Hand, Quantity on Order, Reorder Point, Reorder Quantity, etc. The other, Launch Inventory System, will actually open the inventory system with the part displayed. You can work with the part there. View Active Drawing: ( ) This allows you to view the active drawing for the part. This function will only be enabled if the current Part record has an associated Active Drawing. View Change History: ( ) You can use this to see ECN information about the part. This function will only be enabled if the current Part record is referenced by an ECN. Add New Routing: ( ) You can use this to add a routing to the part. To create a new Part, the following required fields need to be populated: Note: All required fields are marked in bold. Part Number A combination of numbers and letters up to 20 characters. If Assign Part Numbers Sequentially is checked on for the Engineering system in System Configuration, then you can enter the word NEW and tab and the system will assign the next sequential number. Some special characters are not accepted like \*; Description There are 4 lines available for entering the description of the Part. Each line accepts 40 characters for a total of 160 characters Unit of Issue - Use the dropdown to select the unit of measure in which the Part will be issued Current Revision Current Revision number for the Part. If the Part was imported it may default to - which can be manually updated JOBSCOPE Page 42

45 Material Handling Code Use the dropdown to select the Code that defines how the Part is to be handled Make Part/Stock Part/Buy Part Select one of the checkboxes depending whether the Part is M, P or S. Only one option is accepted. Category Code Use the dropdown to select the desired Material Category for the Part. Job Cost reports sort job charges by Category All other fields are not required but provide extensive information about the Part record: Inactive Flag Checking this box indicates the Part is not active Under Change Control Checking this box forces any changes to assembly or routing to be made only in the Parts and Change Control module in the ECN mode Latest Revision This is the highest revision on file in the Part Revisions collection. Last Update Last date when the Part record was updated Vendor 1 and 2 Select the preferred vendors for this item Last Vendor Displays the vendor used when this item was purchased last Unit of Purchase Used for Stock items, it indicates an alternate UOM that may be used when stocking the item (for example, part is purchased in box of 12) Cost Flag Check to override automatic cost calculation, and use the value in the Unit Cost field instead. Checked by default for Stock and Buy Parts Weight Flag Check to override unit weight calculation and use the value in the Weight field instead. If you plan to enter part weight, check this on Rotable Part Flag Indicates multiple units of this item are kept in stock to be exchanged for the customer s repairable item so there s no delay Variable Flag Indicates the part is a Variable and its children and its children parts are not true Bill of Materials. Leave this checked off Reworkable Flag Indicates the part is suitable to be repaired (MRO Repairs) Phantom Flag Indicates the Part is a Phantom (Make Parts). See the section Phantom BOM in this manual Inspect Flag Indicates the part must be inspected Track by Tracking ID Indicates the part will have a unique serial number for tracking purposes. See the manual on Serial Number Tracking Is Hazardous Flag Indicates the part contains hazardous materials. Associated with Hazardous Name Material Certification Required This field indicates that the vendor supplying this part must also provide material certification. If checked, when the part becomes a bill of material item on a work order, this field will also be checked for the BOM item, and the user cannot uncheck it. The same is true for this field on the purchase order item. If checked on the purchase order item, the printed purchase order will have the words Material Certs Required. Variable Dimensions Indicates this part has dimensions other than the ones predefined, which enables Engineering UOM field for entering the specific dimensions and unit of measure. See the Variable Dimensions section of this manual JOBSCOPE Page 43

46 Engineering UOM Use the dropdown to select the specific unit of measure for this part. This is for Variable Dimensions. See the Variable Dimensions section of this manual Product Line Use the dropdown to select the product line for the part. Product Line is a sales thing ABC This is cycle count code. Specify whether part is A, B or C. See the Inventory manual for more information Commodity Use the dropdown to select the commodity for the part Class/Subclass Use the dropdowns to select the class and subclass for the part Hazardous Name If the part is marked as Hazardous, enter the name of the material Planner Use the dropdown to select the planner code associated with the part. Reorder requirements in Purchasing can be grouped and sorted by this code Buyer Use the dropdown to select the buyer code associated with the part. Reorder requirements in Purchasing can be grouped and sorted by this code Quantity On Hand For Stock parts only. Indicates how many units of this part are currently in Stock Quantity Allocated For Stock parts only. Indicates how many of this item are on open production Bill of Material requirements. Calculated by the MRP process. Quantity On Order - Indicates how many of this item are on open Purchase Orders to be received Lead Time Manufacturing Hours Indicates how many hours it takes for the item to be manufactured. This is informational only and is not used by the system for planning Lead Time - Indicates the number of days of lead time required on an order of this part Unit Cost - How much the part costs Shrinkage and Yield Factor Specify the values desired. Used for reporting purposes Status - Specify the value desired. Used for reporting purposes Weight Used when Weight Flag is checked to specify particular value for this part Repair Replacement Factor - Specify the value desired. Used for reporting purposes National Stock Number - Used as a cross reference to the part number. NSN is a field typically used by some US government military contractors for procurement systems Last Unit Cost Indicates the Unit Cost for this part the last time it was purchased Lead Time Class Allows part to be grouped together with other parts with same Lead Time so that the lead time may be changed for all parts in class with one entry. Used by Scheduling and Planning. The value in the Lead Time field always takes precedent. If you are using Lead Time, then leave this blank. Manufacturer Name Name of the manufacturer for this part Manufacturer Part Number The manufacturer s number for this part Drawing Number The Drawing Number for the part. This is the Part Drawing record (in the collection) that is marked Active Drawing Identifier You can use this field for information you would like to maintain about the drawing JOBSCOPE Page 44

47 Export Control Number You can use this field for information you would like to maintain about the part Schedule B Number - You can use this field for information you would like to maintain about the part Country of Origin You can select entries from the Countries table (7009) Most of the dropdowns displayed in this screen are populated by the System Administrator with values applicable to the particular Company. Once all the desired information has been entered, click the OK button. Click Apply if you want to save the changes and stay in the Part Master screen with the information displaying in Edit mode. JOBSCOPE Page 45

48 If you entered a new part and checked Stock, when you save it, the following will display. If you click on Yes, the following screen will display. You need to check certain boxes to insure that the inventory record is set up properly. If the item will be lot controlled (most are not), then check the Material box; otherwise, check the Stock box. Check either average cost or standard cost. If you are not sure, check standard cost. Don t check Tax Code at this time. If the part is to be manufactured for stock, check the manufactured box. You also need Location Code and Account. Click on these places in the display and a dropdown will show you the choices. Click on OK and an inventory record will be created. JOBSCOPE Page 46

49 Phantom BOM The Phantom BOM feature allows you to flag a part as a phantom. This means the particular Make item does not require a dedicated Work Order to be manufactured. Instead of creating a Work Order with a BOM structure, the structure and/or operations are rolled up a level and included on the Work Order for the higher-level Item. If a Make item is encountered within a Phantom Item structure, and is not itself marked as a Phantom, a Work Order will be created for the lower-level item. The Phantom will remain as a BOM Item on the higher-level Work Order printout. The Quantity for the Item will be changed to zero. JOBSCOPE Page 47

50 Bill of Material Components The Bill of Material Components screen allows you to load a bill of materials for a higher level part. Highlight a bill of material item and click on Bill of Material Components in the collection. If the part has no bill of materials, or you want to add a new one, simply double click on Bill of Material Components in the collection. The Bill of Material Components screen displays. JOBSCOPE Page 48

51 This is the Bill of Material Components screen. The Bill of Material (BOM) Components screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Bill of Material Components record JOBSCOPE Page 49

52 Open Item: ( ) Use this function if you want to retrieve (open) another Bill of Material Components record to be displayed on the screen (it will also be displayed in the Tree structure) Delete Item: ( ) Use this function to delete the Bill of Material Components record currently splayed User Defined Fields: ( ) Use this function to access the User Defined Fields form and enter the desired values. The red tick indicates UDFs already have values for the selected Bill of Material Components record Add User Text: ( ) Use this function to access the User Text screen and add free form information to the Bill of Material Components record. The red tick indicates UDFs already have values for the selected Bill of Material Components record Navigator: ( ) Use these controls to move along the list of Bill of Material Components records. These controls move to the Previous or Next Bill of Material Components record To create a new BOM Component, the following required fields need to be populated: Note: All required fields are marked in bold in this document and on the screen. Assembly Number This is the part number of the higher level (assembly) part. The system will enter it, and you cannot change it BOM Sequence This is a three character number which defines the sequence in which the BOM components will be displayed on the main screen. The first BOM Component entered will default to 001, but you may change it. The unlabelled field to the right of it is for an optional fourth character. It may be alpha or numeric. When you are adding a new bill of material component to an existing structure, you can assign a sequence number that will fit the new item between two existing items, such as assigning 0031 to a new item between 003 and 004 or, you can simply assign 004 to the new item. If you do this, the system will recognize that you are using an existing sequence number and display the following message. If you click on No, the system will return to the Bill of Material Components screen and you can assign a different number. If you click on Yes, the system will assign 004 to the new BOM component, and renumber all the BOM Components from the previous 004 (which will now be 005) through the rest of the structure. JOBSCOPE Page 50

53 Component Part Number This is the part number of the lower level BOM Component. It must have a Part Master record in the system. If you enter a part number that is not in the system, you will get this message on Save You can browse for the part by clicking on the magnifying glass icon to the right of the Component Part Number field. The browse that displays is the same as the one described in the Part Browse section. Component Revision Current Revision number for the BOM Component. Quantity Per This is the quantity of the BOM Component for 1 of the higher level assembly All other fields are not required but provide extensive information about the Bill of Material Components record: Add, Remove, Replace The system sets these boxes. If you are adding a new part here, the system will check Add. If a BOM Component is removed or replaced by the Engineering Change process (another mode in Parts and Change Control), then the system will check one of those boxes Model Usage This allows you to identify the BOM Component as part of a certain model of highest level part Description The system writes the description from the part master for the BOM Component Scrap Factor You can use this to enter a scrap percentage that is normally encountered when using this BOM Component. It is only used in calculations in some of the special modules Unit of Issue The system writes the Unit of Issue from the part master for the BOM Component Shrinkage Factor You can use this to enter a shrinkage percentage that is normally encountered when using this BOM Component. It is not used in any of the calculations. Engineering Number You may use this any way you like, but the intent is to use it for balloon numbers on a drawing Repair Replacement Factor You can use this to define the percentage of occurrence of replacement or repair of the BOM Component in a routine servicing of the higher level assembly. It is used in the Repair Manager module Refer To Document You may use this any way you like, but the intent is to reference a document, such as a service manual, or parts document JOBSCOPE Page 51

54 Length Length is only used in calculations in some of the special modules Phantom - The system writes the Phantom box status from the part master for the BOM Component Ship Item Checking this box means that the BOM Component is a ship item, meaning that it is not included in the actual higher level assembly, but rather is shipped loose. An example might be an instruction manual, or a kit for assembly in the field Same Quantity This is used for BOM Components such as manuals. As an example, a customer may buy five of an assembly, and the assembly has a BOM Component for the manual, but we only want to ship one manual. When creating the work order for the assembly, the system will normally multiply the assembly quantity (in this case five) by the Quantity Per value for the BOM Component, in this case one. However, if the Same Quantity box is checked, the create work order process will not multiply 5 x 1, but rather call for a quantity equal to Quantity Per (in this case one) Critical Spare You can check this to indicate that this part is a critical spare Required Quantity This is the recommended quantity of spares that your customer should keep Overrides Part Master This section has five boxes, Make, Buy, Stock, Send Out, and No Override. The first three will override how this part is procured when used in this assembly. Send Out indicates that the part will need to be sent out for outside processing. Checking Send Out does not affect the way work orders are created for outside processing. See the section on Outside Processing in this manual. No Override is the default, and it means that the procurement method from the Part Master will be used. Effective The two boxes in this section, From Revision and Thru Revision, define a range of revisions of the higher level part for which this BOM Component is to be used. The work order creation process examines this data to determine if the BOM Component should be included when creating work orders Added By ECN If the BOM Component was added to this bill of materials by an ECN, then the system will display that ECN number here JOBSCOPE Page 52

55 Deleting Bill of Material Components You can delete a Bill of Material Component from the active bill of materials by highlighting it and clicking on the Delete button at the top of the screen. You will see the warning below. This warning tells you that, if you are using the Engineering Change Notice mode to maintain change history, you may not want to delete here, but rather under an ECN. If you click on Yes, and the higher level part for which this is a BOM Component is not Under Change Control as defined in the Part Master for the higher level part, then the BOM Component will be deleted from this BOM (but not from the Part Master). If the higher level part is Under Change Control, you will get the following error, and it cannot be deleted here. JOBSCOPE Page 53

56 Part Routings A routing is a set of manufacturing operations, or steps, required to make a part or assembly. Routings are created in the Routings mode of Parts and Change Control. See the section on Routings for more information. The Part Routing screen allows you to define a routing for a part. The Part Routing information entered here will tell the create work order process which routing to use. You should note that, if the Part is Under Change Control, as defined in the Part Master, then the OK and Apply buttons on the bottom of the Part Routings screen will be disabled. Highlight any item on the display and click on Part Routings in the collection. The Part Routings screen displays. JOBSCOPE Page 54

57 This is the Part Routings screen. The Part Routings screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Part Routings record Save As: ( ) You can use this to copy the routing to a new routing number. Then you can change the new routing as necessary Delete Item: ( ) Use this function to delete the Part Routings record currently displayed View Change History: ( ) This will show the ECN history for the routing Add Operation: ( ) This will display the Routing Operatoin Main screen where you can add an operation to the routing. To create a new Part Routing, the following required fields need to be populated: JOBSCOPE Page 55

58 Note: All required fields are marked in bold in this document and on the screen. Routing ID This is the ID, or identifying character string for the routing to be used for the part Routing Revision This is the revision for the routing. All other fields are not required but provide extensive information about the Part Routing record: Part Number The system writes the part number of the part for which the routing is being added Part Revision - The system writes the part revision of the part for which the routing is being added Active This defines whether the routing is currently an active routing for the part. If it is not checked, the work order creation process will not use it for the work order Current Routing for Type This defines whether this routing is the one to be used for the Type of work order being created. A part may have several active routings, but only one of them will be used by the work order creation process. The work order creation process looks for an active routing with this box checked and uses the first one for the type that it finds Description The system writes the description from the routing header record Type This is the Type value referred to by the Current Routing for Type field above. For normal manufacturing work orders, the type will be Assembly/Make. Most of the others are used by the Repair Manager module Alternate Routing ID You may enter an alternate routing for informational purposes. This entry is not used by the programs Alternate Revision The revision for the alternate routing Comments You may add a comment about the part routing here Repair Category This is used by the Repair Manager module when creating work orders. See the Repair Manager manual for more information JOBSCOPE Page 56

59 Parts and the Other Collections In Parts mode of Parts and Change Control, the three basic collections of Part Master, Bill of Material Components, and Part Routings are required in order to create work orders. A number of other collections exist for the purpose of maintaining additional data which you may find useful. JOBSCOPE Page 57

60 Bill of Material Operations The scheduling system normally dates a bill of material item as being required on the date that the first operation on the work order is scheduled to start. However, some of the materials may not be required until some later time, and you may wish to consider this in scheduling. Bill of Material Operations allows you to do this. With the part you wish to work with highlighted, double click on Bill of Material Operations in the collection. This is the Bill of Material Operations screen. The left panel displays the bill of material for the selected part, and the right panel will display a routing when you select one With the routing displayed, drag the bill of material component in the left window and drop it on the operation where the part is required. When you assign a part to an operation, the Operation field in the Bill of Material Components screen will show the assignment. To delete an assignment, highlight the part number in the right hand panel (under an operation), and click on the Delete button at the top left. JOBSCOPE Page 58

61 Part Customer Part Numbers You can enter the part number that your customer uses for a part by clicking on Part Customer Part Numbers in the collection. JOBSCOPE Page 59

62 Part Documents Part documents are useful because this function allows you to link electronic documents to the part. With a part highlighted, double click on Part Documents in the collection. When you open Part Documents, any existing documents will list in the Part Documents box on the left of the screen. You can click on one to display and edit it. The Part Documents screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Part Routings record Delete Item: ( ) Use this function if you want to delete the Part Document record View Change History: ( ) If there is data about the part in the ECN system, it will display To create a new Part Document, the following required fields need to be populated: Note: All required fields are marked in bold. Document ID A combination of numbers and letters up to 255 characters. You may assign any value you wish. Some special characters are not accepted like \*; JOBSCOPE Page 60

63 Document URL This is the path to the document. This symbol will allow you to browse to where the document is stored and save the path. When you have the file open where the documents are stored, you can also drag the document and drop it in the grid area on the bottom left of the screen. This symbol will display the document. All other fields are not required but provide extensive information about the Part Document record: Document Revision This allows you to define a revision of the document. It allows 8 alphanumeric characters Description This can be anything that will better describe the document. It allows 255 alphanumeric characters From/Thru Part Revision these fields define the range of part revisions for which the document is effective. Print This function allows you to have the system automatically print or a document in other parts of the system. When you click on the down arrow, the dropdown will list the places in the system where this will occur. The places are Estimates, Part Price Inquiry, Purchase Orders, RFQs, Sales Acknowledgments, Shipments, and Work Orders. In these areas the print or icons (or the print selections under the Tools dropdown) will include the document as an attachment to an . For print options, the system will list the designated documents and allow you to select the ones you want to print. Part Documents can be change controlled using the Engineering Change Notices (ECN) mode. If one or more ECNs exist for the document, the View Change History button will display them. If no ECNs exist for the document, the View Change History button will be inactive. JOBSCOPE Page 61

64 Part Drawings Part Drawings allows you to link drawings entered in the Drawings mode of Parts and Change Control to a part. Clicking on Part Drawings in the collection displays the screen. When you open Part Drawings, if any drawings are already assigned, they will list in the box on the left. You can click on one to display and edit it. The Part Drawings screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Part Drawing record Delete Item: ( ) Use this function if you want to delete the Part Drawing record View Change History: ( ) If there is data about the drawing in the ECN system, it will display JOBSCOPE Page 62

65 To create a new Part Drawing, the following required fields need to be populated: Note: All required fields are marked in bold. Drawing Number This must be a valid drawing entered in the Drawing mode. These symbols appear to the right of the Drawing Number field. The one on the left is labeled Find. If you click on it, the screen for drawing searches displays. Use this screen to search for the drawing you want. When you find the drawing you want and click on OK, the selected drawing and it s revision will be written back to the Part Drawing screen. All other fields are not required but provide extensive information about the Part Drawing record: Comment Enter a comment or note if you like Part Drawings can be change controlled using the Engineering Change Notices (ECN) mode. If one or more ECNs exist for the drawing, the View Change History button will display them. If no ECNs exist for the document, the View Change History button will be inactive. You can create a new drawing record and then use the Part Drawings screen to link it to the part On the Part Drawing screen, click on the icon ( ) beside the Drawing Number field. JOBSCOPE Page 63

66 This will display the Drawing Master screen, where you can create a new drawing master record. JOBSCOPE Page 64

67 Part Engineering Attributes Part Engineering Attributes allows you to enter special data about the part. This data is informational only, and is not used by the programs. The Part Engineering Attributes screen displays a Toolbar at the top of the screen with different available functions: Delete Item: ( ) Use this function if you want to delete this data View Change History: ( ) If there is data about the part in the ECN system, it will display This data may be used in any way you wish, so the fields are not detailed here. Part Engineering Attributes can be change controlled using the Engineering Change Notices (ECN) mode. If one or more ECNs exist for the record, the View Change History button will display them. If no ECNs exist for the record, the View Change History button will be inactive. JOBSCOPE Page 65

68 Part Inspection Methods Part Inspection Methods are set up in the Quality Assurance module. They describe how part inspections are to be performed. This is the toolbar at the top. New Item: ( ) Use this function if you want to create a new Part Inspection Method record Delete Item: ( ) Use this function if you want to delete the Inspection Method record View Change History: ( ) If there is data about the method in the ECN system, it will display JOBSCOPE Page 66

69 To link an inspection method to a part, click on the magnifying glass the right of the Method Id field. to The Method browse screen will display. Use this browse to find the method that you want, highlight it, and click on OK. The method data will be written back to the Part Inspection Method screen. JOBSCOPE Page 67

70 This is how it looks when it comes back. Part Inspection Methods can be change controlled using the Engineering Change Notices (ECN) mode. If one or more ECNs exist for the record, the View Change History button will display them. If no ECNs exist for the record, the View Change History button will be inactive. JOBSCOPE Page 68

71 Part Inventory If a highlighted part is set up in inventory (meaning it has an Inventory Master record), then double clicking on Part Inventory in the collection will display inventory information. If there is no record, it will do nothing. The only data that you can work with in the screen is the Location Code. A part may be stored in more than one location code, and so you can select the one you want to see. JOBSCOPE Page 69

72 Part Language Description Part Language Description allows you to enter a part description in other languages. You select a language code, enter the description in that language, and click on OK or Apply to add that record. JOBSCOPE Page 70

73 Part Outside Process Part Outside Process allows outside processes to be entered for a part. A Part Outside Process is something that an outside vendor does to a part for you. The Standard Cost here is very important. When a purchase order for this outside process is job charged at receiving, it will be at this standard cost, not the purchase order unit cost. JOBSCOPE Page 71

74 Part Prices Part Prices refers to selling prices for a part. The Part Prices screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Part Prices record Delete Item: ( ) Use this function if you want to delete the Part Prices record The Part Number highlighted on the main display when Part Prices was selected from the collection displays in the Part Number field. You cannot change it. Price Category is a broad way of grouping Part Prices, in this case Electrical. Each Category can have any number of Price Codes. In this case, price code P-100 is for the list price. Electrical has three price codes in this example. These values come from the Part Price Category and Part Price Code tables respectively. Current means that the price is current, and Default means that it will be used on new orders unless another price is entered. You may set up as many Part Price records for a part as needed. They will display in the large box on the left. JOBSCOPE Page 72

75 Part Prior Description When a part description is changed, the system saves the old description. You can look at it here. JOBSCOPE Page 73

76 Part Repair Default Disposition Part Repair Default Dispositions are used by the Repair Manager module. They define how a part is normally dispositioned for different types of repair. In this example, when doing a major overhaul, this part will normally be replaced. The Part Repair Default Disposition screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new record Delete Item: ( ) Use this function if you want to delete the displayed record The Part Number highlighted on the main display when Part Repair Default Disposition was selected from the collection displays in the Part Number field. You cannot change it. JOBSCOPE Page 74

77 Part Replacements The Part Replacements function allows you to define a replacement for a part. This information is used in the Repair Manager module. The Part Number highlighted on the main display when Part Replacements was selected from the collection displays in the Part Number field. You cannot change it. The Replacement part number is the part number that will be used for replacement. JOBSCOPE Page 75

78 Part Revisions Part Revisions are an important part of the Engineering Change Notice (ECN) process. The Part Revision process is more thoroughly described there. The Part Revisions screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Part Revisions record Delete Item: ( ) Use this function if you want to delete the Revision record View Change History: ( ) If there is data about the revision in the ECN system, it will display The Part Number highlighted on the main display when Part Revisions was selected from the collection displays in the Part Number field. You cannot change it. See the ECN mode documentation in this manual for more information. JOBSCOPE Page 76

79 Part Substitutes Part Substitutes refers to parts that may be used as a substitute for the highlighted part. As with Part Replacements, it is used in the Repair Manager module, and is more fully described there. The Part Substitutes screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Part Substitutes record Delete Item: ( ) Use this function if you want to delete the record Dependencies: ( ) This is used by the Repair Manager module to designate the this substitute is dependent upon some other substitute. You can read about it in the Repair Manager User Guide The Part Number highlighted on the main display when Part Substitutes was selected from the collection displays in the Part Number field. You cannot change it. JOBSCOPE Page 77

80 Part Supplier Part Numbers The Part Supplier Part Numbers function allows you to define the part number that your supplier uses for the highlighted part. The toolbar works the same as earlier collection items. The Supplier Id must be a valid vendor record in the system. The symbol beside the Supplier Id box allows you to browse for the vendor record. JOBSCOPE Page 78

81 Part Warranty Part Warranty allows you to define a warranty for the part. These warranties are set up in the Part Warranties table in System Utilities. The toolbar works the same as earlier collection items. JOBSCOPE Page 79

82 Engineering Analysis The Engineering Analysis selection in the collection has an outline box which you can click on to see a series of reports for the part that is open. In these reports, you can double click on an item and it s master screen will open with the item displayed. JOBSCOPE Page 80

83 Part Main Tree View Buttons A number of buttons appear at the top of the Part Main Tree View, as shown below. New Clicking on this button displays the Part Master screen where you can enter a new part. This is described in the Part Master section Open Clicking on this button displays the Part Browse. This is described in the Part Browse section Delete This will delete the highlighted item in the display. Some deletions may be limited by the Under Change Control setting for a part Explode Clicking on Explode will cause the bill of material for a part in the display to explode, or expand, to show the first level of the bill of materials. The picture below shows how an assembly will look after clicking on Explode. Notice the outline boxes with a plus sign. The plus sign indicates that there is additional bill of material structure below the BOM Component. If you click on the outline box, the additional structure beneath that BOM Component will explode, as shown in the picture below. JOBSCOPE Page 81

84 Notice that an additional level is displayed. If additional BOM structure further down exists, then outline boxes will appear, as appropriate. JOBSCOPE Page 82

85 Where Used If you highlight a part in the display and click on Where Used, and the part is not a BOM Component on any higher level part, then the following message will display. If the part is a BOM Component on any higher level part, then the following will display. This tells you that the part highlighted, in this case , is used on all the next higher level parts listed. JOBSCOPE Page 83

86 Notice that some of the parts listed have outline boxes. This indicates that these parts are themselves used on higher level parts. If you click on one of the outline boxes, the next higher level will display. What this means is that is used on (is a BOM Component of) A1A, and A1A is used on P-1. You could look at it as an inverted BOM display. JOBSCOPE Page 84

87 Explode Multi-Level Whereas the Explode button will explode one level, this will explode the highlighted item down to the lowest level. You can collapse to higher levels by clicking on the desired outline box. JOBSCOPE Page 85

88 BOM List The BOM list allows you to generate a listing of the bill of materials, which you can print if desired. When you click on it, the following screen displays. The system will automatically enter the part number for the highest level displayed, in this case B, but you can type in another part if desired. The All Parts selection allows you to run this for all parts, but this may be impractical to run if you have a large number of bills of material. To run it for all parts, you must delete the part number so that the box is blank, check All Parts, and click on OK. If you check the Show Operations box, the listing will also display the operations on the routings for all parts in the listing. The Explode Phantoms box defines whether the listing should explode any phantom bills of material that it finds. When you click on OK, the following window displays. JOBSCOPE Page 86

89 If you check Process in Background and click on OK, the following displays. This allows the process to run in the background so that it will not slow down your computer. It is intended for use when the All Parts option is selected. Enter the data and it will process in the background. For printing a single bill of material, it is quicker to not check Process in Background, and the listing will process immediately. When it finishes, the following displays. After you click on OK to acknowledge completion of the report, wait a few seconds and the report will display. You can use the Print icon on the report display to print it. JOBSCOPE Page 87

90 Add BOM This button is one of the ways to add a BOM Component to an assembly. When you click on it, the Part Browse displays. The section on Part Browse describes how this works. When you find the part you want to add as a BOM Component, place your cursor on the box to the left of the part you want and drag it to the assembly. Just click and hold and drag it. Then you will see this screen. JOBSCOPE Page 88

91 Enter the Quantity Per value that you want (how many BOM Components for each assembly), and enter the BOM Sequence number that you want assigned. The system will sort the BOM Components by sequence number for the display. Other than how you want the display to look, the BOM Sequence value doesn t have any significance. If other BOM Components already exist for the assembly, a yellow arrow will follow the cursor up and down the BOM. The program will expect that the BOM Sequence number that you assign will be within the range where the yellow arrow is located. For instance, if you drop between sequence numbers 020 and 021, the program will expect you to enter a sequence number within this range, such as below. JOBSCOPE Page 89

92 Adjust Prices Adjust prices allows for selecting a range of parts to have their prices adjusted according to category code, class code, and subclass code. The new prices will be calculated according to the value entered and based on the current selling price or unit cost. In this case, cost category Electrical, Class 2203, and subclass TC will be updated. The grid will show the last records you processed. You can add records by clicking on the plus sign or highlight a line and click on the minus sign to delete. This allows you to define a range of up to Costs no more than ($) for which you want the multiplier which you enter in the appropriate category box. Here we are saying that for costs up to , we want to apply a multiplier of 1.1. and from to we want to apply a multiplier of 1.06 for cost category Electrical. You have the option of selecting a class code to filter out parts for which you would like to update prices. The class code can be left blank. JOBSCOPE Page 90

93 You also have the option of selecting a subclass code to filter out parts for which you would like to update prices. The subclass code can be left blank. There are radio buttons for you to select from existing selling prices or unit costs. If you select to adjust the selling prices from unit cost you can then check the box to not update the price if the new price will be less than the current price. Once you select the criteria for selecting the part to update you will fill in a grid that has price or cost breaks and shows all the part price categories. You should enter a value that you would like to be multiplied by the current unit price or unit cost to come up with the new price. JOBSCOPE Page 91

94 Example JOBSCOPE Page 92

95 Part BP2608 Category = Electrical Class = 2203 Subclass = TC Cost = $275 JOBSCOPE Page 93

96 Electrical Price = $350 Default Price = $375 With the settings selected above this process would try and update part BP2608. Since the unit cost is $275 it would fall into the first row of the grid. For electrical, had we selected unit cost, we would have calculated the new cost as $275 * 1.06 = $ With the option selected to not update if the new price is lower than the current price this record should not be updated. Had we selected sales price, the calculation for the new price would be $350 * 1.1 = $391. The program will save the values from the grid by user so the next time this is run the values will default to the grid. Print Tree Clicking on this button will create a printed display of the tree view. JOBSCOPE Page 94

97 Costing This button allows you to print a report that shows rolled up costs for a bill of material, and to update costs according to the selections you make on the screen below. The part number highlighted on the screen is written to the first Part Number field. You can run it for that part number only, or add two more. If you clear the part number and check All Parts, the entire database will be printed. This may not be a good idea. The Format box enables you to select what will be included on the report that will be generated. In the Make For Inventory box, you can select whether only the engineering system will be updated (Part Master), or Engineering and Inventory. If you select Update Engineering And View Proposed Inventory Changes, a screen will display after the report runs showing the result of the changes. If you select to update Engineering and Inventory, the update to both will be done as the report runs. Again, the general ledger will not be updated. When the report runs, if you see the characters (op) beside a BOM number, then that BOM is for an outside process. JOBSCOPE Page 95

98 MRP Report This button opens this window, which provides for running the Material Requirement Explorer Query. This screen is described in the Purchasing Manager manual under MRP, and the button Expanded MRP Report. Material Analysis This button runs the Material Analysis program. It is described in the Purchasing Manager manual under MRP, and the button Material Analysis. JOBSCOPE Page 96

99 Add Stock Clicking on this button will display the screen below, with all the Part Master records that are marked as Stock but do not have inventory records. You can add the inventory records here. Find the parts in this display for which you want to create inventory records and enter the necessary data. You need to check certain boxes to insure that each inventory record is set up properly. If the item will be lot controlled (most are not), then check the Material box; otherwise, check the Stock box. Check either average cost or standard cost. If you are not sure, check standard cost. Don t check Tax Code at this time. If the part is to be manufactured for stock, check the manufactured box. You also need Location Code and Account. Click on these places in the display and a dropdown will show you the choices. Click on OK and one or more inventory records will be created. JOBSCOPE Page 97

100 Legend Clicking on Legend displays this information telling you what the various colors and symbols mean. JOBSCOPE Page 98

101 Part Explorer Part Explorer provides a wide range of information about the highlighted part on a single screen. JOBSCOPE Page 99

102 Right Click Options in Parts In Parts mode, you can right click on the display and get a menu of things you can do. Explode Clicking on Explode will cause the bill of material to open, showing the bill of material components. Where Used If you highlight a line on the display, then right click, then click on Where Used, you will get this display. The display lists all the next higher level part numbers where the highlighted part is used. JOBSCOPE Page 100

103 Save Structure As If you highlight the line at the top level of a bill of materials, right click, and click on Save Structure As, you will get this screen. You can make a copy of the bill of materials with different part numbers for the nodes in the structure. All you do is enter a new part number in the New Component column, and that part number will be created with the BOM copied. Run Purchasing Analysis This allows you to run the Purchasing Analysis module for the highlighted part. See the Purchasing Analysis User Guide for more information. View Active Drawing This will display the active drawing for the highlighted part. The active drawing is defined by the Part Drawing records in the collection. Update Revisions You can highlight a part on the display and right click and click on Update Revisions and this screen will display. Here you can update the Revision on the highlighted part. JOBSCOPE Page 101

104 Locate Part If you right click and click on Locate Part, this screen will display. Enter the text you want to find and click on the Find button ( ). The next part in the display with that character string in it s description will be highlighted. You can click on Find Next ( ) to find the next one. JOBSCOPE Page 102

105 Special Functions In Parts Variable Dimensions You may use common metal shapes such as plate, round bar, flat bar, etc. which you buy in standard lengths or sheets or plates, and cut to size as needed. In a simple bill of material system, the only way you can define this is to say that you need.5 (meaning half) of a sheet, if you cost by the sheet, or 50 pounds, if you cost and buy it that way. The problem is that this doesn t tell you anything about the actual size to cut. To capture all the cut size data, you would have to create a new part number for each different cut size, and that causes other problems. Variable Dimensions solves these problems. The Variable Dimensions function allows data to be added to a bill of material item that is unique to that bill of material item. The bill of material item part number may be used on many bills of material, and the variable dimension data may be different on each bill of material. When a work order is created for the parent item in the bill of material, this variable dimension data is copied to the new work order. The Part Master screen has three fields devoted to this functionality. One is EngineeringUOM, and the other is EngineeringConversionFactor. Consider the example of a piece of 1/2 flat bar. The inventory unit of measure might be pounds, but the EngineeringUOM is IN for inches. IN is set up as a length unit of measure. The conversion factor is the quantity of Engineering UOMs required to make an Inventory UOM. In this example, the bar weighs 3.65 pounds per inch, so the conversion factor would be Another example would be an item with an EngineeringUOM of SQFT, for square feet. SQFT would be set up as an area unit of measure. In this case, the plate might weigh pounds per square inch, so the conversion factor would The third is VariableDimensions. JOBSCOPE Page 103

106 Variable Length Part This is the Part Master screen for a Variable Dimension part. Note that Variable Dimensions is checked on and a conversion factor has been entered. Notice also that IN is a variable length only unit of measure, as described on the next page. If VariableDimensions is checked on, then EngineeringUOM and EngineeringConversionFactor may not be blank. If EngineeringUOM = PartMaster.UnitOfIssue, then the EngineeringConversionFactor will default to 1. JOBSCOPE Page 104

107 We should stop here to cover units of measure briefly. The System Utilities table for units of measure is shown below. Note that a unit of measure may be a length UOM, an Area UOM, or neither. IN for inches is defined as a length unit of measure. JOBSCOPE Page 105

108 Our variable dimension item has been added to the Bill of Material below. It is the last item on the bill. If we highlight it and click on Bill of Material Components in the collection, the Bill of Material Components screen displays. JOBSCOPE Page 106

109 If the Bill of Material Component is a Variable Dimension item (Variable Dimensions is checked on in Part Master), then a special Bill of Material Component screen displays. Notice that Quantity Per is not editable. This is because the system has calculated the Quantity Per value from the variable dimensions data. Quantity Per will always be in the Inventory UOM, in this case LB for pounds. This entry says that we will need pounds of part number Notice the Variable Dimensions data at the bottom of the screen. JOBSCOPE Page 107

110 This data says that we will need 2 pieces of this ½ x 4 bar, rough cut to 16.5 inches, and finish cut to 16 inches. The bar weighs 3.65 pounds per inch, and we need 33 inches, so we will need 33 x 3.65 = pounds from inventory. JOBSCOPE Page 108

111 Variable Length and Width Part Notice the part below. The Inventory UOM here is also pounds. This actually is a buy part, but the word inventory is used to mean how we buy and cost the part. The Engineering UOM here is SI for square inches. This material weighs.468 pounds per square inch. JOBSCOPE Page 109

112 This item has been added to our Bill of Material. Notice the Variable Dimensions data at the bottom. Notice that the length and width fields are in bold here, meaning both are required. A Drop-Off factor of.20 has been entered. The system now calculates the pounds of material we need as 42.5 x 21.5 x 1.20 x.468 = , which we see in the Quantity Per field. When work orders are created for a bill of material with variable dimension components, the same logic is applied to calculate the actual material needed. This is described in more detail in the Job Management and Control manual. JOBSCOPE Page 110

113 Outside Processing The Outside Processing functionality allows you to define a part as requiring outside processing by adding one or more Outside Process Codes to the part. When work orders are created, the program checks to see if any Outside Process Codes have been assigned to each part involved. If they have, then the program not only creates a work order bill of material record for the part, but it also creates a work order bill of material record for each Outside Process Code. If the part with an Outside Process Code is the end item in the BOM structure (a release line item), then a separate work order is created for that part. That separate work order will have a work order bill of material record for the part itself, and one work order bill of material record for each Outside Process Code on the part. If the part with an Outside Process Code is not the end item in the structure, then one additional work order bill of material record will be created for each Outside Process Code, and that work order BOM record will be on the same work order. When the Outside Process is not for the End Item As an example, part number is a part that requires plating. A Part Outside Process (from the collection in Parts mode) has been added as shown below. JOBSCOPE Page 111

114 This part is in the bill of material for part In our example, is a line item on a job. When work orders are created for this line item, the display in Job Management and Control looks like this. Notice the Outside Processes symbol on the display. This indicates that one or more outside processes are required on work order JOBSCOPE Page 112

115 If we click on the outline box to expand the display, we see that there is one outside process, and it s BOM item (sequence) number is 030. The other 29 are the BOM components on the work order, and the part requiring the outside processing, , is one of them. Also note the wording (origin item 019), which indicates that is BOM item 019. JOBSCOPE Page 113

116 If we double click on WOP Bill of Material in the collection to open the BOM item, it looks like this. Notice that the create work order process got the Category and the Unit Cost from the Part Outside Process entry that we looked at earlier. In addition, it checked the Buy Part box, and gave it a Unit of Issue of EA. This work order BOM item will then flow through the purchasing process like any other purchase to job item. JOBSCOPE Page 114

117 When the Outside Process is for the End Item If we take the same data and add a Part Outside Process to the end item, , we get an additional work order. First, we will add a Part Outside Process to JOBSCOPE Page 115

118 Now when we create work orders, we get the result below. Since the end item has an outside process, we get an additional work order as a home for that outside process. JOBSCOPE Page 116

119 Job Costing of Outside Processing The costing of Outside Process PO items is different from other purchase to job costing. Whereas normal purchase to job receivings charge the job at the purchase order price, outside process PO items charge the job at the Standard Cost set up for the outside process in the Parts and Change Control module. The variance between the purchase order unit cost and the standard cost should be handled during the invoice entry in Accounts Payable. JOBSCOPE Page 117

120 Routings Our goal in all this is to be able to create work orders which define the work that is to be performed. The work orders will be the basis of our scheduling, costing and work completion measurements. A work order is made up of three main components, the header, which describes the overall work to be done, a bill of material, which describes the materials we will need, and a routing, which describes how the work will actually be performed. In this section, we are focusing on the routing. An operation is a task or a step on the routing to be performed. In general, the operation record tells us the work center in which the work will be performed, how many hours are required to do it, how many workers we need, how many pieces will actually be worked on, and a description of the work. A routing is a collection of operations grouped in the order in which they will be performed. When a work order is created, a routing must be selected by the system, and copied to the work order. JOBSCOPE Page 118

121 Getting Started The first thing to do is to think about the level of detail you want in your routings. This will determine how you structure your work centers, and how much detail you will put into each operation. There is no right answer for everyone. Every factory is different. You don t want every piece of detail in the system. That s what drawings and specification documents are for. You want enough detail to tell the workers what to do next, and where to do it, but not every little detail about how to do it. We also want enough detail to allow us to determine where we are in the completion of a work order. Having said that, sometimes you may have an assembly operation that requires 200 man-hours, and takes place in your main factory bay, and may have electrical, mechanical, hydraulic, and other specialties involved in the 200 hours, and this may be the right thing to do for your business. When employees charge labor, either by turning in their time cards or using Datacap, they are charging their time to routing operations. You could start out with having only one operation per routing, but then you wouldn t have much detail about the cost of each part of the work. JOBSCOPE Page 119

122 Work Centers Work centers are created in the Resources module, and the details of work center creation are in that manual. The screen for work center creation is shown below. In most cases, you can figure out what is a work center based upon the way you and your people talk about the shop floor. If you hear people referring to a press break when talking about shop loads or bottlenecks, or a paint line, or the machine shop, then those things probably should be work centers. If you have some odds and ends engine lathes, milling machines, etc. in the machine shop, and you never run more than one or two at a time, then each of those machines should probably not be a work center, but rather the machine shop as a whole. However, if there is a critically loaded automatic turning center in that shop, it should be a work center. JOBSCOPE Page 120

123 Another consideration in work centers is cost. When work is performed in a work center, two elements of cost come into play. One is the direct cost per hour, which is intended to be the cost of the labor plus direct consumables. The labor cost may be the employees actual payroll cost, or a standard cost which would include an average payroll cost, fringe benefits, and direct consumables. The other cost element is indirect, or burden, cost per hour. This normally includes the supervisory costs, equipment depreciation, and absorption of other indirect costs. These hourly rates are established by work center. Therefore, you should consider the costing elements when determining work centers. Once you have defined the work centers, the rest of it usually falls in line without a lot more thought. For each work center that is required to do the work, you will need an operation. Some of the important fields in the operation record are described below. Operations are part of a routing, and the routing is assigned to the part. Setup Time Setup time is the time in manhours required to set up the work center prior to beginning the actual work. It may be the time required to get tooling out of storage and installed, or to mix paint, or to gather the required materials. When the system calculates the required hours, setup time is considered only once, regardless of the quantity of units to be produced. There may be some operations that do not require setup time. When getting started, it is more important to get something in for times, even if you don t have an exact time. Take your best guess and move on. Run Time Run time is the time in manhours required to produce one unit. Therefore, when the system calculates the required hours, run time is multiplied by the number of units to be produced. Just like with setup time, you may not have data to produce an exact time, so take your best guess and get going. Crew Size Crew size is the number of people that will work in the work center on a single work order operation. If a welding operation requires a welder and a helper, then the crew size is 2. Description This is the description of the work to be done. There is also a Long Description that you can use to enter very long descriptions, or pictures, or other images. In most shops, these details are on the drawing, and long description is not needed, but you can use it if you like. If long description exists, it will print on the standard work order. Operation Id The best format for this is 0010, 0020, 0030, etc. JOBSCOPE Page 121

124 Jump Right In If routings are new to you, don t worry about it too much. Get something basic started, and you can always change it later. Configuration Settings There are no configuration settings that you need to consider for routings as you are getting started. Table Entries For Routings Mode Routing Operation Process Code (Routing Operation Process Code table) - You can use the Process Code to group similar processes for reporting purposes. You can use the Work Centers grid to identify the work centers for which the code is applicable. When you select the work center for a routing operation, the Process Id field dropdown will list the process codes set up for that work center. JOBSCOPE Page 122

125 Routings and the Commonly Used Collections The Routings module allows the user to add, edit and maintain Routings in the system. This section will focus on the most commonly used Routing collections, Routing Header and Routing Operations. These are the collections that define the minimum data required to create work orders. Routing Browse Click on Open to display the Routing Header screen. JOBSCOPE Page 123

126 There are two icons on the upper right. The one on the left will change the display to full screen. The one on the right will close the screen. Notice the Routing Id field at the top. The down arrow beside the field will list the most recently selected routings. JOBSCOPE Page 124

127 You can use the Revision and Description boxes to enter search criteria. The percent sign (%) is considered by the system as a wild card. Therefore, if you enter the word FAB, followed by a percent sign, as shown below, the system will find all the routings beginning with FAB and display them in the lower box. JOBSCOPE Page 125

128 Similarly, putting percent signs on both sides of a word, will find routings with that word imbedded. JOBSCOPE Page 126

129 Routings Main Tree View The central pane displays the Routing. The right pane displays the list of Collections for the Routing, highlighting in bold those with data for the selected Routing. As with parts, you can highlight something that you want to see and double click on it s name in the collection. Notice that the toolbar on this display has a number of buttons. They are described in the section Routings Main Tree View Buttons. JOBSCOPE Page 127

130 Routing Header This is the Routing Header screen. The Routing Header screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Routing Header record JOBSCOPE Page 128

131 Save As: ( ) The Save As icon allows you to copy the routing to a new routing id. When you click on it, the screen below displays, where you can enter the new Routing Id and Revision, click on OK, and a new routing with the same operations will be created. Delete Item: ( ) Use this function to delete the Part record currently displayed View Change History: ( ) If information on the routing is in the ECN module, it will display when you click here. Add Operation: ( ) When you click on this, the Routing Operation Main screen will open and allow you to add an operation. See the Routing Operation section for more information. JOBSCOPE Page 129

132 Let s talk about entering a new routing. To create a new Routing Header, the following required fields need to be populated: Note: All required fields are marked in bold. Routing Id A combination of numbers and letters up to 36 characters. Revision A combination of numbers and letters up to 8 characters. The other fields are not required, but are very important. Routing Type This defines the normal use of the routing. For manufacturing operations, it is always Assembly/Make. The other types are for repair related activities in the Repair Manager module Description This is a 255 character field for description of the routing Released for Production When the routing is finished and ready for production use, this box should be checked. The create work order process will not use a routing that does not have this box checked JOBSCOPE Page 130

133 Under Change Control If this box is checked, then substantial parts of the routing and it s operations cannot be changed in the Routings mode, but must be changed in the Engineering Change Notices (ECN) mode Learning Factor This is a value which you may want to maintain to indicate how long it takes employees to develop a familiarity with the work on a routing. It is not used by any of the programs Inactive If this box is checked, the create work order processes will not use the routing in creating a work order Backflush Labor This allows you to charge labor for work orders without performing the normal labor collection procedures. See the section of the same name. Special Routing Description This box allows an almost unlimited amount of text to be added to the routing header JOBSCOPE Page 131

134 Backflushing Labor You can set up the system to charge labor based upon run and setup times on the operations without making the actual labor transactions. You can select which routings are subject to this backflushing by checking the Backflush Labor checkbox on the routing header. Next, you must go to System Configuration, Shop Floor Control, and Production, where this screen will display. Notice under Backflushing, you have two options, by Release, and Automatic Backflush at work order Creation. If you check Automatic Backflush at work order Creation, the labor will automatically be charged when the work orders are created. See below for the release option. JOBSCOPE Page 132

135 If want to backflush all the labor in a release, Select the Backflush By Release mode of the Labor Collection module. The screen below will display. If you leave Work Order blank, it will backflush all of them. The box labelled Include Ops NOT flagged for Backflushing allows you to have an additional backflush option. If you leave it unchecked, then only operations on routing headers with Backflush Labor checked will be backflushed. If you check it on, then all operations on the release (or work order) will be backflushed, even if Backflush Labor on the routing header is not checked. JOBSCOPE Page 133

136 Routing Operations A routing has one header and one or more operations. This is the Routing Operations screen. The Routing Operations screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Part Master record Delete Item: ( ) Use this function to delete the Part record currently displayed Open Operation: ( ) If you want to work with a different operation on the routing, you can use this as a shortcut to get to the other operation. JOBSCOPE Page 134

137 User Defined Fields: ( ) Use this function to access the User Defined Fields form and enter the desired values. The red tick indicates UDFs already have values for the selected Operation record Navigator: ( ) Use these controls to move along the list of Operations. These controls move to the Previous or Next Operation record on the routing Add Long Description: ( ) You can use this to add a much longer description to the operation. See the section Add Long Description for details Standards: ( ) See the section Standards for details Change History: ( ) If there is information regarding the operation in the ECN mode, then clicking on this will display it. JOBSCOPE Page 135

138 Next is entry of a new operation. To create a new Routing Operation, the following required fields need to be populated: Note: All required fields are marked in bold. Operation ID A combination of numbers and letters up to 4 characters At Work Center This indicates the work center in which the work will be performed. See the section on Work Centers All other fields are not required but provide extensive information about the Routing Operation record: Label You can use this to label an operation as being of a special type, so that operations can be selected for special reporting purposes. Outside Process This box does not do anything. See the section on Outside Processing Use Machine Id If a work center has multiple machines, they can be defined in the Resources module, and you can select one here, but it does not affect the system processing At Department When you select a work center, the system will fill in the department for you JOBSCOPE Page 136

139 Process Id You may select an entry from the Routing Operation Process Code table Add/Removed/Replaced If this operation was added, removed, or replaced by the ECN system, the appropriate box will be checked. You cannot change it Inspect Setup The Quality Assurance module allows you to define inspections to be performed for an operation. Inspect Setup indicates that the inspection is to be performed on the setup before the work begins Inspect Run End This indicates the an assigned inspection is to be performed after the work is completed Inspection Operation Checking this box indicates that the operation itself is an inspection Apply Learning Factor This is for your information, and checking or unchecking it will not affect the system Setup Time See the section with this name Run Time See the section with this name Conversion A converting operation is one that converts the work from one quantity to another. An example might be a cut-to-length operation. Assume we are cutting 20 foot lengths of bar into 1 foot lengths. At the operation where we do the actual cutting, we have a conversion factor of 20. When the employee reports labor on that operation, he or she is asked for the quantity. On operations prior to the actual cutting, the system was expecting a quantity of 1 for calculating earned hours. However, on the cutting operation, where the conversion is 20, the system will be expecting a quantity of 20 to be entered for full earned hours calculation Crew Size See the section with this name From Revision/Thru Revision You can set an effectivity range for whether this operation will be included in work order creation JOBSCOPE Page 137

140 Add Long Description The button of this name will display a screen where you can enter a much longer description. This is the Routing Op Long Description screen. You have icons at the bottom, from left to right, for Font, Cut Text, Copy Text, and Paste Text. These buttons allow you to work with text within the long description, or from your clipboard. JOBSCOPE Page 138

141 Standards This is the Operation Standards screen. Here you can enter some additional information for your records. The only one that affects any of the system processing is the Standard Pre-Op Queue Time. The scheduling system will calculate Queue Time for a work order operation. After it schedules the previous operation, it will allow the Queue Time to elapse prior to looking for a place in time to schedule the operation. This Queue Time calculation is based upon the sum of the Standard Pre-Op Queue Time entered here, and the Queue time for the work center in which the operation is to be performed. JOBSCOPE Page 139

142 Routings and the Other Collections In Routings mode of Parts and Change Control, the two basic collections of Routing Header and Routing Operations are required in order to create work orders. A number of other collections exist for the purpose of maintaining additional data which you may find useful. Routing Documents Routing Documents allows you to attach electronic documents to the routing header. Highlight the routing header and double click on Routing Documents in the collection. The Routing Documents screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Routing Document record Delete Item: ( ) Use this function to delete the Routing Document record currently displayed JOBSCOPE Page 140

143 View Change History: ( ) If there is information about the routing in the ECN mode, clicking here will display it. There are two icons which are very helpful. Find Document ( ) will allow you to browse to the document you want to attach. When you have the file open where the documents are stored, you can also drag the document and drop it in the grid area on the bottom left of the screen. Preview in Browser ( ) will allow you to look at it. The system does not require any of the following fields to be populated, but without a Document Id, Description, and URL_Document path, this function will not be very useful. Document Id Enter a value that will allow the document to be recognized Description Enter a description of the document URL_Document Browse to the document using the Find Document icon, and the system will write the path. From Routing Revision/Thru Routing Revision This defines a range of revisions. The create work order process uses this to determine whether to include the document on the work order Mandatory Display This button does not affect system processing JOBSCOPE Page 141

144 Routing Op Long Description Highlighting a routing operation and clicking will display the Routing Op Long Description screen. You have buttons at the bottom, from left to right, for Font, Cut Text, Copy Text, and Paste Text. These buttons allow you to work with text within the long description, or from your clipboard. Routing Operation Long Descriptions can be controlled by the ECN process if the Under Change Control box is checked for the Routing Header. This will allow changes only via the ECN mode. If changes exist in ECN mode, clicking on View Change History will display them. JOBSCOPE Page 142

145 Routing Operation Documents Just as electronic documents can be attached to the routing header, documents can also be attached to routing operations. This is the Routing Operation Documents screen. The Routing Operation Documents screen displays a Toolbar at the top of the screen with different available functions: The Routing Documents screen displays a Toolbar at the top of the screen with different available functions: New Item: ( ) Use this function if you want to create a new Routing Operation Document record Delete Item: ( ) Use this function to delete the Routing Operation Document record currently displayed JOBSCOPE Page 143

146 View Change History: ( ) If there is information about the routing in the ECN mode, clicking here will display it. This works exactly like Routing Documents. See that section several pages earlier. JOBSCOPE Page 144

147 Routing Operation Equipment In the Resources module, you can set up equipment, tools, and fixtures, and then attach then to operations. When a work order is created with operations, the equipment, tools, and fixtures attached to the operations are copied over to the work order. This is the Routing Operation Equipment screen. You have the usual New and Delete buttons at the top. If you click on the icon beside the Equipment Code box, the Equipment browse screen displays. JOBSCOPE Page 145

148 This is the Equipment browse screen. You can use the percent sign (%) to help you find a piece of equipment by part of it s name. Location Code may be helpful as well. Equipment can be controlled in the ECN module, and, if it exists, the View Change History button will display it. JOBSCOPE Page 146

149 Routing Operation Fixtures A lot of what can be said about equipment also applies to fixtures. You can define which is which any way you wish. JOBSCOPE Page 147

150 Routing Operation Inspection Methods An inspection method describes how an inspection is to be performed. These methods are entered and maintained in the Quality Assurance module. These methods can then be attached to routing operations so that the employees performing or inspecting the work can see the inspection methods. Routing Operation Inspection Methods may also be controlled by the ECN system if Under Change Control is checked on for the Routing Header. The View Change History will display this information if it exists. JOBSCOPE Page 148

151 Routing Operation Kits A kit is a group of one or more parts that are required when certain work is to be done. As an example, if you remove the cylinder head from an automobile engine, you must then replace the several gaskets that are disturbed. This is called a head gasket kit. You can create kits in the Kits module. Kits consist of one kit header and one or more kit parts. A kit can be attached to a routing operation in this screen. When a routing operation is included on a work order in the Repair Manager module, and that operation has one or more kits, then the parts in the kits are added to the bill of material for the work order. As of this writing, work orders created in the Job Management and Control module will not have the kit parts added to the work order bill of material. The View Change History button will display change history information from the ECN module if it exists. See the Repair Manager manual for more information on Kits. JOBSCOPE Page 149

152 Routing Operation Skills These are employee skills. Employee skills may be created and linked to employees in the Resources module. As with Equipment, Tools, Fixtures, and other entities, skills are copied to work order operations at work order creation time. The View Change History button will display change history information from the ECN module if it exists. JOBSCOPE Page 150

153 Routing Operation Tools Routing Operation Tools work just like Equipment and Fixtures. See those sections for details. Routing Same-As-Except See the Same As Except Routings section of this manual for details. JOBSCOPE Page 151

154 Routings Main Tree View Buttons A number of buttons appear at the top of the Routings Main Tree View, as shown below. New Clicking on this button displays the Routing Header screen where you can enter a new routing. This is described in the Routing Header section Open Clicking on this button displays the Routing Browse. This is described in the Routing Browse section Delete This will delete the highlighted item in the display. Some deletions may be limited by the Under Change Control setting for a routing Where Used Clicking here will display the Routing Where Used screen. The box lists all the Parts where this routing is used. JOBSCOPE Page 152

155 Add Std Op Standard operations are operations which may be used on many different routings. They are described in the section of that name. The Add Std Op button will display the standard operations and allow you to drag and drop one on the the displayed routing. Click and hold the one you want and move the mouse pointer to the operation after which you want the standard operation added. A yellow arrow will display beside the operation over which you have moved the mouse pointer. Release the click and the operation will be added. JOBSCOPE Page 153

156 Legend Clicking Legend will display the legend which tells you the meaning of the symbols on the display. JOBSCOPE Page 154

157 Same As Except Routings In repair situations, the routing may need to be tailored to the repairs needed. A routing might have all the operations needed to repair everything that could be wrong with the item, but only certain ones are needed, depending upon the repairs needed. Even in manufacturing situations, you may need only some of the operations on a routing, depending upon which variation of the item is to be manufactured. The Same As Except Routings functionality provides this. Same As Except Definitions To set this up, begin by defining all the different variations of the routing that you think you will need. Then in Routings mode in the Parts and Change Control module, access the routing, highlight the routing header, click on Tools on the toolbar, and select Routing Same As Except Definitions. The SAE Definition Update screen displays. You can see below that we have four variations of the routing. The first one, called A, will include all the operations on the routing. The second one, B, is to manufacture the Type 6 variation of the item. Finally, D includes only the operations that we normally use to repair the item. JOBSCOPE Page 155

158 If the sole use of the routing is for repair, then the definitions might look like this. JOBSCOPE Page 156

159 Same As Except Details Next, tell the system which operations go with which definitions by highlighting the routing header and double clicking on Routing Same-As-Except in the collection. Then determine which operations are required for each definition (see the A, B, C, D across the top) and check them. When you create work orders for a part that has this routing, the system will ask which definition (A, B, C, or D) you want to do, and it will include only those operations for that definition. JOBSCOPE Page 157

160 When you create work orders for a part with a same-as-except routing, the work order dialogue shows you this so that you can select which definition you want to do. When you click on the Open Work Orders button, only the operations that are checked for the selected definition(s) will be included on the work order. You may select more than one, but you must select at least one. Manual Work Order Creation If you manually add a work order and the selected routing is a same-as-except, you will the same display. JOBSCOPE Page 158

161 Drawings The Drawings mode allows you to maintain records of your drawings and their revisions, and to link them to parts. This link to parts will automatically print the current drawing revision on work orders for making the part and on purchase orders for buying the part. These are the fundamental reasons for using this module, rather than depending solely on the CAD system for storing this information. Getting Started The drawings module is made up of four simple things: Drawing Master The master record for the drawing. There will be one of these for each drawing Drawing Revisions The records of changes to the drawing. There may be many of these for each drawing. Drawing Items These are items, or balloon numbers which might appear on an assembly drawing. Since this data is normally in the bill of materials for an assembly, most people do not use this function. Drawing Control This maintains a record of the drawings (and revisions) which have been released to the shop floor. If a drawing is modified, then the Drawing Control records will tell you what drawings are on the shop floor, and need to be replaced. Maintaining Drawing Masters and Drawing Revisions is essential for a beneficial use of Drawings mode. Drawing Items is of lesser value, and you will have to decide whether Drawing Control is worth the effort to maintain the data. The system will automatically assign drawing numbers for you, but by the time you are ready to enter drawings into Jobscope, the drawing has already been created in the CAD system, and so it already has a drawing number. If you have a drawing number scheme that you like, there is no need to change it. The drawing number in Jobscope may be any combination of alpha and numeric characters up to a maximum of 25. Certainly the drawing number in Jobscope should be the same as the one in CAD. Same for revisions. Jobscope provides for defining the URL to the drawing in the CAD system. The drawing revision format can be anything you like, but most people use A, B, C, etc., or 1, 2, 3, etc. The revision field is any combination of alpha and numeric characters up to a maximum of 8. There are four fields in the Drawing Master that can be very helpful in finding drawings. They are Drawing Class, Category, Size, and Key Word. Each of these must be set up ahead of time in the system so that when you enter a new drawing, the system will list the available values for these fields. Think through how you want to use each one before you start. JOBSCOPE Page 159

162 Drawing Revisions Versus Part Revisions If you are maintaining drawing revisions, then that information should be all that you need for revision history on an assembly. The Part Revision functionality maintains change information on revision levels for the part itself, but you may not need that if you have drawing revision detail. You may want to omit Part Revisions from your procedures, maintain drawing revisions, and simply change a part bill of material when a change occurs. The Map Master module will load drawings from an Excel spreadsheet, and is useful if you want to use the Drawing Items (balloon numbers) functionality in Jobscope, because you can download a drawing and it s items from the CAD system to Excel, then upload them into Jobscope using Map Master. However, most people don t use the drawing items functionality (because you already have the bill of materials), and therefore they simply enter the drawings and revisions. As you enter the drawings, go into Parts mode, open the part or parts that the drawing describes, and click on Part Drawings in the collection to link the drawing to it s parts (see the Part Drawing section under Parts and the Other Collections). JOBSCOPE Page 160

163 Configuration Settings There are several configuration settings that you will want to set in System Utilities before you start. Under Engineering, and Parts and Change Control, notice the line that starts with Assign Drawing Number Sequentially. As mentioned in the previous section, almost everyone would leave this unchecked, since the drawing numbers are normally assigned in the CAD system. However, there is a very useful setting to the right of this, labeled Baseline Drawing Revision. If this is set to 1, then when you create a new drawing, a revision record will be created with a revision level of 1. If you set it to A, then the new drawing will automatically get a new revision level of A. This is very useful, but you have to think about the revision levels of your existing drawings. If Baseline Drawing Revision is set to 1, then you will get a revision record for 1 when you enter the existing drawing, and then you can enter a revision to reflect the current revision. JOBSCOPE Page 161

164 Also in System Utilities, under Materials and then Purchasing, notice the Include Drawing Number and Revision on PO Item. You probably want to check this on. You don t need to make a setting to put the drawing and revision on work orders. It does this automatically. JOBSCOPE Page 162

165 Table Entries For Drawings Mode There are four tables that you may want to use. Drawing Categories (table 1013) These entries might be Assembly, Detail Part, Purchasing, etc. Drawing Classes (table 1012) This is another way that you may want to classify drawings. Drawing Sizes (table 1014) This might be A, B, C, D, E, etc. or however you like to define sizes. Keywords (table 1008) These might be Feed, Drive, Motor, etc. Drawings Main Tree View Here is the main view for Drawings. A drawing and it s two revisions are displayed. Notice the toolbar at the top. This is described in the section Drawing Main Tree View Buttons. JOBSCOPE Page 163

166 Drawing Master This is the Drawing Master screen. JOBSCOPE Page 164

167 The Drawing Master screen displays a Toolbar at the top of the screen with three available functions: New Item: ( ) Use this function if you want to create a new Drawing Master record Delete Item: ( ) Use this function to delete the Drawing record currently displayed Add User Text: ( ) Use this function to access the User Text screen and add free form information to the Drawing record. The red tick indicates UDFs already have values for the selected Drawing record To create a new Drawing Header, the following required fields need to be populated: Note: All required fields are marked in bold. Drawing Number A combination of numbers and letters up to 25 characters Drawing Class You must select an entry from the dropdown. The dropdown entries are from table If you don t plan to use Drawing Class, then put a blank entry in the table, and the system will allow you to leave it blank Drawing Category Same as Drawing Class except table 1013 Drawing Size - Same as Drawing Class except table 1014 Key Word - Same as Drawing Class except table 1008 The other fields are not required, but are very important. Released You can check this to identify the drawing as released, but it does not affect the way the system processes Description You should enter a description of the drawing. It may be exactly the same as the description in CAD Engineering Change Number (ECN) You can link this drawing to a valid ECN using this field. The browse symbol ( ) beside the field allows you to browse the ECN system. Engineering Release You can also link an Engineering Release to the drawing. Again the ( ) button will browse engineering releases Part Number This identifies the primary part that the drawing describes. You should note that an entry here will not create a Part Drawings record in the Parts module. Those records, which constitute a formal link between a drawing and a part, must be created and maintained in the Part Drawing collection in the Parts mode Part Revision You can enter a part revision here Job Number If the drawing is linked to a particular job number, you may select that job here. The ( ) will browse for the job JOBSCOPE Page 165

168 Product Line You can select a product line associated with the drawing. The dropdown will display product line codes from table 2002 in System Utilities Date Approved You can use this to store the date the drawing was approved URL This is the path to the drawing in the CAD system. The ( ) will allow you to browse for it. The ( ) will display the drawing Opened By The system will write the user id of the person entering the drawing here Opened On The system will write the date the Drawing Master was opened (entered) User Defined Fields The system will list any user defined fields set up for the Drawing Master Drawing Revisions On the main display below, notice that the diplayed drawing has a revision, A. JOBSCOPE Page 166

169 If you hightlight one of them and double click on Drawing Revisions in the collection, the Drawing Revisions screen will display. JOBSCOPE Page 167

170 This is the Drawing Revision screen. The Drawing Revisions screen displays a Toolbar at the top of the screen with two available functions: New Item: ( ) Use this function if you want to create a new Drawing Revision record Delete Item: ( ) Use this function to delete the revision record currently displayed JOBSCOPE Page 168

171 Add User Text: ( ) Use this function to access the User Text screen and add free form information to the Drawing record. The red tick indicates UDFs already have values for the selected Drawing record Set As Active Drawing: ( ) Clicking this will set this revision as the active revision for the drawing.. In Parts mode, you can use the Part Drawing function in the Part collection to link a part to a drawing. That link has a place for a drawing revision. When you enter a drawing revision, if you click on Set As Active Drawing, all Part Drawing links for the drawing will be updated to the displayed revision. This is very important in keeping these Part Drawing records current because the purchase or drawing revision and the work order drawing revision both come from the Part Drawing records. To create a new Drawing Revision, the following required fields need to be populated: Note: All required fields are marked in bold. Drawing Number The system will write the drawing number from the main display Drawing Revision Enter the desired revision The other fields are not required, but are very important. Released You can check this to identify the revision as released, but it does not affect the way the system processes Description Enter a description of the changes in this revision. It doesn t have to have every detail, just enough for you to recognize it. You may enter any combination of alpha and numeric characters up to a maximum of 255 Part Number If a part number is logically associated with the revision, such as a part of the assembly that was modified, you can enter it here Date Revised The date the revision was made. The system will default to the current date, but you can change it Date Approved The date the revision was approved. The system will default to the current date, but you can change it URL Drawing The URL path to the main drawing is in the Drawing Master. If another drawing needs to be linked also, or you just want to reenter the main drawing, you can enter it here. The two buttons beside the box work just like for the master Opened By The system writes the user id of the user who entered the revision Opened On The system writes the date the revision was entered JOBSCOPE Page 169

172 Drawing Items The most common reason for using the Drawings mode is to help insure that the proper drawing and drawing revision is called out on work orders and purchase orders. You must maintain Drawing Masters and Drawing Revisions to do this, but you don t need Drawing Items to do it. Drawing Items list the component parts on a drawing. Some people call these balloon numbers. Since this information is in the Jobscope bill of materials, drawing items may not be needed. However, if you decide to use them, here s how they work. Another thought is that, if you are going to use them, you can use the Map Master module to upload them. You may be able to download them to an Excel spreadsheet using the CAD system, then upload them into Jobscope using Map Master. This is the Drawing Items screen. The New and Delete icons at the top work the same as on the Drawing Revisions screen. JOBSCOPE Page 170

173 To create a new Drawing Item, the following required fields need to be populated: Note: All required fields are marked in bold. Drawing Number The system will write the drawing number from the main display Drawing Revision The system will write the revision number from the main display Item Number This would normally be the item number in the Jobscope bill of materials, but it can be whatever you like The other fields are not required, but are very important. Drawing Part Number This would normally be the balloon number on the drawing Part Number The part number for the drawing item Part Revision The part revision for the drawing item Description The system will write the description from the part master for the item Unit of Issue You can select a valid Unit of Measure from the dropdown Quantity The quantity of the unit in the assembly Vendor You can enter a vendor code of up to 10 characters. It does not have to be a valid vendor master record Vendor Part Number You can enter the part number the vendor uses to identify the part Catalogue Number You can enter a page or other reference to the vendor s catalogue URL Catalogue If the vendor s catalogue is online, you can enter the path Comment This can be whatever you like JOBSCOPE Page 171

174 Drawing Control As has been said before, the things that you need to maintain to help insure that your work orders and purchase orders have the correct drawing number and revision are Drawing Master and Drawing Revisions. Drawing Control does something different. It maintains a record of the drawings (and revisions) which have been released to the shop floor or forwarded along with a purchase order. If a drawing is modified, then the Drawing Control records will tell you what drawings are on the shop floor, and need to be replaced. This is the Drawing Control screen. The New, Delete, Minimize, and Close icons on the top of the screen work the same way they do on the Drawing Revisions screen. If you want to use this, you should enter a new record each time a drawing is printed or forwarded in some way to the shop or with a purchase order. To create a new Drawing Control record, the following required fields need to be populated: Note: All required fields are marked in bold. Drawing Number The system will write the drawing number from the main display Drawing Revision The system will write the drawing revision from the main display Copy - The number of copies The other fields are not required, but are very important. JOBSCOPE Page 172

175 Set You can use this to define the set Job Number If the drawing was printed for a job, you can enter or browse for it here using the ( ) button. PO Number If the drawing was printed or otherwise transmitted for a purchase order, you can enter or browse for it here. Date Out Select the date it was sent Date In When it comes back, or you are satisfied that it has been destroyed, select that date Note You can enter a note here So when a drawing is changed, you can go here and see what drawings are out, and make the necessary communications to get the correct revision to the proper person. Notice the little arrow in this picture of the box on the screen. This box lists the Drawing Control records for the drawing. You can click on it and filter what you see in the display. It works for the Rev (Revision) column as well. You will have to decide what procedure you will use for indicating that a drawing is out. You can use the date in to indicate that it is no longer out, or simply delete the record ( the drawing is either returned or destroyed. ) when you are satisfied that JOBSCOPE Page 173

176 Drawing Main Tree Buttons There are four buttons at the top of the main view. New New opens the Drawing Master screen for entry of a new drawing. See the Drawing Master section. Open Clicking on Open displays the drawing browse screen. You have a number of fields available with which to browse. As with the others, you can use the percent sign (%) as a wild card in the browse. JOBSCOPE Page 174

177 Delete Clicking on Delete will delete the highlighted Drawing Master and all it s revisions. Where Used Clicking on Where Used will list the parts referenced by the active drawing. Legend Clicking on Legend will display the drawings legend. JOBSCOPE Page 175

178 ECN s (Engineering Change Notices) You may want to manage your bills of material, routings, and other information about your parts and routings by simply changing them when they need to be changed. However, for some companies, simply making changes is not enough. In these companies, the need exists to keep careful and detailed records of changes. The Engineering Change Notices mode provides for keeping these careful and detailed records. JOBSCOPE Page 176

179 Getting Started The Under Change Control box on the Part Master screen determines whether a part is under change control. Under Change Control means that changes to the part may only be done under an Engineering Change Notice (ECN) in the ECN mode. The same is true for routings. When you are initially setting up the system, you will want to start with these boxes checked off so that you can get the parts, bills of materials, routings, and other related information into the system without the extra work of creating ECNs for the changes you will make in just getting the initial data entered. JOBSCOPE Page 177

180 If you want to store the records of past changes in the system, then you would enter parts, bills of material, routings, and other data as it was at some previous time, and then bring it current using the ECN system. In this case, you would start out with Under Change Control checked on. Most people want to start at the current revision level, and then work forward as changes occur. This is certainly the easier way to do it. In any case, get everything in, and then turn on the Under Change Control boxes (if you want to use change control in the ECN mode). Configuration Settings This is the configuration screen for Parts and Change Control (System Utilitiles, System Configuration, Engineering). Don t Update BOM Tree until BOM Form Closes If you leave this unchecked, the main tree view will update every time you make a BOM change, and the pause to do this can be irritating. If you check it, the tree will not update until you close the BOM Components screen. JOBSCOPE Page 178

181 Turn Off ECN Checking In the Job Management and Control module, when you create work orders for a part, the system will check the ECN system and display warnings if there are pending ECNs for a part. If you leave this box checked off, then the system will display the warnings. If you check it on, the system will not display the warnings. If you are using ECNs, it is probably wise to leave it checked off (unchecked). Under Change Control Marks All Lower Make Items Under Change Control If you check this on, then if you check the Under Change Control box on the Part Master for a high level assembly, all the Make Items (PSM = M) in the bill of materials under the high level assembly will also have Under Change Control checked on. Assign ECN s Sequentially If you check this on, when you create a new ECN, you don t have to figure out the number, but rather enter NEW and tab, and the system will use the number in the Next ECN Number field, and increment that field by 1. Select Tables to be Under Change Control As you will see later, Parts are designated as being under change control by the Under Change Control box on the Part Master. Similarly, Routings are designated as being Under Change Control by the Under Change Control box on the Routing Header. There are a number of items in the Parts collection and the Routings collection that can be defined as Under Change Control as well, and this is where you make those definitions. JOBSCOPE Page 179

182 If you click on the Parts Tables button, you will get this screen. Check the collection items that you want under change control. Similarly, the Routings Tables button lists the Routings collection. JOBSCOPE Page 180

183 Table Entries for ECN Mode Engineering Change Reasons (table ReasonsEngineeringChange) These are the valid reasons for the change, like Design Improvement, Customer Request, etc. Engineering Change Status (table EngineeringChangeStatus) There are fields on the ECN header for defining the status after it is out of engineering, but you might use this for codes to define where it is in more detail. Engineering Change Types (table TypesEngineeringChange) This is another code you can use for classifying your ECNs. ECN Structure and How It Works The purpose of this section is to give you a clear picture of how the ECN mode works. This is the main display showing a newly entered ECN. We can focus on the main display on the next page. JOBSCOPE Page 181

184 This is an ECN that has been set up, but no changes have been made. The highlighted top line represents the Engineering Change Master. Each ECN has only one of those. It is shown on the next page. JOBSCOPE Page 182

185 Engineering Change Master This is the Engineering Change Master for the ECN above. Notice that it doesn t have any information about which parts or routings, just information about the ECN overall. An ECN can be for any number of parts or routings. This section is here to show you the structure. The details about how you enter one are in a later section. JOBSCOPE Page 183

186 Engineering Change Bill of Material Most engineering changes involve changes to bills of material. The Engineering Change BOM item in the collection is where these bills of material are defined. The highlighted line represents a specific bill of material that is to be changed on this ECN. If we highlight it and click on Engineering Change BOM in the collection, we will see the details of this Engineering Change BOM. JOBSCOPE Page 184

187 Here it is. Once again, we are only trying to understand the structure here. We ll get into how to enter one later. This Engineering Change BOM is for assembly B. This ECN, , could have more than one Engineering Change BOMs, but we will deal with just one for now. The ECN is now ready for the changes. We have an ECN header, and an ECN BOM for the bill of materials for part number B. We can do three things to a BOM item on this bill of material, using the ECN system. We can Remove a BOM item, we can Add a BOM item, or we can Replace a BOM itrem with another item. On the following page, we will begin by adding a BOM item. JOBSCOPE Page 185

188 ECN Add This is the ECN as it appears before any changes are made. Notice the Add button at the top. Clicking on it displays the screen on the next page. JOBSCOPE Page 186

189 Clicking on Add displays the Bill of Material Components screen with the assembly number and BOM Sequence number written to the screen. Notice on the previous page that the last BOM Sequence number is 015, so the program assumes we want to add at the end of the BOM, so it wrote 016 to the screen. You can change it to 009A to insert it somewhere else if you like. Notice that it also checked the Add box. The Component Part Number to add was selected from the part browse ( entered. Then click on OK or Apply, and see the result on the next page. ) and the Quantity Per was JOBSCOPE Page 187

190 This is what the display looks like now. Notice the plus sign ( (690793). This indicates that this part has been added by this ECN. ) beside the part we added Notice also that the part was added at the end. We could have inserted it somewhere else by entering a BOM Sequence value. We ll do another one and insert it after 007. JOBSCOPE Page 188

191 Now it looks like this. Notice the two items we have added with the add symbol ( ) beside them. JOBSCOPE Page 189

192 ECN Remove Similarly, we can highlight a BOM Component and click on the Remove button at the top. This screen displays. Notice that the system has filled in the Component Part Number and Revision, the Quantity Per, and checked the Remove box. Clicking on OK or Apply will do the ECN Remove. JOBSCOPE Page 190

193 This is what the main display looks like now. Notice the part we removed. It has a minus sign ( ) by it, indicating that it has been removed by this ECN. Note that the type is lighter also. JOBSCOPE Page 191

194 ECN Replace That leaves Replace. If we highlight a BOM Component, and click on the Replace button, we get this screen. Notice that the system has checked both the Add and Replace boxes. This means that it will add the part that we select ( ), and replace the highlighted part (694101). The Replaces section at the bottom shows what is being replaced. The green arrow is explained on the next page. Clicking on OK or Apply does the replace. JOBSCOPE Page 192

195 Now the main display looks like this. The part we replaced (694101, Sequence 011) shows a minus sign, indicating is no longer a part of the BOM, and it has been replaced by , Sequence 016, which shows a plus sign. As you can see, a Replace is a combination of Add and Remove. If you have a simple quantity change, you would do a replace of a part with itself with a different quantity. The green arrow at the bottom of the screen when you click on the Replace button allows this to be done in a single step. Click on it and it will do everything for you except enter the new quantity. JOBSCOPE Page 193

196 Engineering Change Notices and the Commonly Used Collections The ECN mode allows you to make changes to parts and routings information and maintain a careful and detailed record of the changes. This section will focus on the most commonly used ECN collections, Engineering Change Master and Engineering Change BOM. These are the collections that define the minimum data you might want to control. ECN Browse If you click on Open on the toolbar at the top of the screen, the ECN browse screen displays. You have several fields to use for your browse selection. Notice that the Description field has the characters Upgrades%. The percent sign (%) is telling the system to get all ECN descriptions that begin with the characters Upgrades. Double clicking on the one you want in the Search Results window displays the ECN. JOBSCOPE Page 194

197 Engineering Change Master This is the Engineering Change Master screen. This screen contains information about the ECN as a whole. Notice that no part number or routing is defined on this screen. The Engineering Change Master screen displays a Toolbar at the top of the screen with different available functions: The first two are New and Delete. The one on the right is Reverse Pending Changes. Use this function to undo all the pending changes on this ECN JOBSCOPE Page 195

198 To create a new Engineering Change Master, the following required fields need to be populated: Engineering Change Number A combination of numbers and letters up to 20 characters. If Assign ECN s Sequentially is checked on for the Engineering system in System Configuration, then you can enter the word NEW and tab and the system will assign the next sequential number. Some special characters are not accepted like \*; All other fields are not required but provide extensive information about the ECN record: Change Type The dropdown will display entries from the Engineering Change Type table. If you don t need this, then put a blank entry in the table and leave it blank Description Although not required, you should enter a general description of the ECN here so that you will recognize it later Drawing Number Usually there will be a drawing associated with the ECN. If no particular drawing in the system can be linked to it, then leave it blank Contract A combination of numbers and letters up to 30 characters. You can use this to indicate that the change is for a specific contract or job. It need not be a valid contract or job in the system Release Number This refers to Engineering Releases, which are defined in Releases mode. See the section of this manual on Releases Approval, Status, and Comment These fields are near the bottom. The only one that affects system operation is ECN Approved. The ECN changes are not considered to be in effect by the system until ECN Approved is checked You can use the other approvals and the Completed field any way you like. The Status field dropdown will display entries in the Engineering Change Status table. Due Date is normally used to indicate when the ECN should be approved, but can be used any way you like. JOBSCOPE Page 196

199 Engineering Change BOM This is the Engineering Change BOM screen. Whereas each ECN has only one Engineering Change Master, it may have more than one Engineering Change BOM, meaning that you can have the changes to more than one bill of materials on the same ECN. Whether you do this or not depends upon the way you look at changes. If you have a number of bills of material that are changed for a similar reason, such as a customer requirement, or a redesign, you may want them all on the same ECN. JOBSCOPE Page 197

200 To create a new Engineering Change BOM, the following required fields need to be populated: Part Number You must select a valid part number. The system will fill in the current revision and Description of the part. All other fields are not required but provide extensive information about the Engineering Change BOM record: Cage Code This is a term used by the Department of Defense and other government agencies. It is essentially a government assigned vendor number. It is optional, and need not be a valid vendor number in the system Drawing Number You may select a drawing number from the drawings on file in the system Change Type The dropdown will allow you to select from entries in the Engineering Change Type table Change Reason The dropdown will allow you to select from entries in the Reason Engineering Change table Interchangeable The Interchangeable and Non-Interchangeable radio buttons have no effect on system processing, and you may use them in any way you wish Next Higher Assembly This refers to where the Part Number might be used. It does not affect system processing Effective In this box, you have two fields, From Revision and Thru Revision. This allows you to define a range of revisions of the higher level part, in this case B for which the change or changes defined by this Engineering Change BOM are effective Memo A place where you can add comments JOBSCOPE Page 198

201 Engineering Change Notices and the Other Collections In ECN mode of Parts and Change Control, the two basic collections of Engineering Change Master, and Engineering Change BOM are commonly used. A number of other collections exist for the purpose of maintaining additional data which you may find useful. These collections each have a corresponding collection item in Parts mode, and so you can get some more information on them there. They work the same way except that in Parts mode, you can link a collection entry to any part in the bill of material. In ECN mode, you can only link them to the parent part for the assembly. Whether you add one of these collection entries in Parts mode or ECN mode, they both go to the same table, but in ECN mode, the system writes the ECN number to the record so that the View Change History function works. JOBSCOPE Page 199

202 Bill of Material Components Bill of Material Components is mainly used here to look at the details of the highlighted BOM Component. You can change the quantity here, but the system will not maintain a record of the quantity change. To maintain a record of the Quantity change, highlight the BOM Component for which you wish to change quantity and click on the Replace button. You will see a green arrow at the bottom of the screen which you can click to do a Replace with a quantity change (replace a part with itself and a different quantity). There are additional notes on this feature elsewhere in this manual. JOBSCOPE Page 200

203 Engineering Change Actions You can use this function to define the actions, or tasks, that need to be accomplished in order to complete the ECN. This is the screen. You should note that these actions are not tied to any specific bill of material or bill of material item. They pertain to the ECN as a whole. The Item field does not refer to a BOM item, but rather a sequential numbering of the actions that are entered. The first action entered is 1, the next 2, etc. The system will write the ECN number and the item. The other fields may be used as you like. Comment This is a description of the action Assigned To The person to whom responsibility for the action is assigned Date Entered The system will write this Date Due The date the action is expected to be completed Date Closed Enter a date when the action is completed and closed JOBSCOPE Page 201

204 Engineering Change Part Documents You can link documents to parts in Parts mode of Parts and Change Control, but if you do it there, no ECN will be linked to the change. In ECN mode, you can link documents to parts, but only to the parent, or highest level part, for a bill of material. You cannot link documents to BOM Components like you can in Parts mode. You must highlight the line that represents the Engineering Change BOM when you click on Engineering Change Part Documents. JOBSCOPE Page 202

205 When you double click on Engineering Change Part Documents in the collection, the Part Documents screen displays. As you can see, the system wrote the part number for the Engineering Change BOM, B into the Part Number field. The only required field is the URL, but you should at least enter a Document ID, so that you will have some idea of what it is. Description is also good. You may enter an effectivity range using From and Thru Part Revisions. JOBSCOPE Page 203

206 In the Parts mode section, the View Change History button was briefly discussed. If you add part documents under an ECN, you will have change history to view. Clicking the View Change History button gives this display. You should note that this function writes records in the same table as the similar function in Parts mode, except this function also fills in the ECN fields in the PartDocuments record. All these collection items work in this way. JOBSCOPE Page 204

207 Engineering Change Part Drawings Engineering Change Part Drawings are like the preceding discussion on documents, in that the drawings linked here can only be linked to the parent, or higher level part, in this case B. You must highlight the Engineering Change BOM line as described in Engineering Change Part Documents to link a drawing. When you highlight the proper line and double click on Engineering Change Part Drawings, the Part Drawings screen displays. The toolbar has the New and Delete icons as do the other screens. When adding a drawing, you can browse for the drawing and enter a comment. Adding a drawing here will write a record in the PartDrawings table, just as Parts mode does, but doing it here automatically writes the ECN information to the new PartDrawings record. JOBSCOPE Page 205

208 Engineering Change Part Engineering Attributes The same applies here as for documents and drawings. These attributes are linked to the parent part. JOBSCOPE Page 206

209 Engineering Change Part Inspection Methods Again, when you add an inspection method here, you are doing the same thing as in Parts mode, except that the ECN number is written to the database. JOBSCOPE Page 207

210 Engineering Change Part Master This function is different from the other collection entries in that it writes to a table designed specifically for that purpose. The table is PartMasterPending. The only PartMaster records that can be changed here are the PartMasters for the parent part, or assembly for a bill of materials. To make a part master change under an ECN, highlight the ECN BOM line and double click on Engineering Change Part Master in the collection. JOBSCOPE Page 208

211 When you double click on Engineering Change Part Master, the Part Master screen displays, but not all fields are available for change here. When you make a change to one of the available fields and click on OK or Apply, the system does not change the PartMaster record. Instead, it writes a record in table PartMasterPending. When you make the first change and save it (OK or Apply), the system will write a record in PartMasterPending with the change(s) you made. If you come back later and make more changes, the system will not write a new record, but rather find the one written earlier and update it. When the ECN is finally approved, the system will then update the PartMaster, and mark the PartMasterPending record as Complete. JOBSCOPE Page 209

212 Engineering Change Part Revisions This function writes PartRevisions records, and records the ECN. Notice the three check boxes on the lower left. These boxes tell the system whether the existing routings, drawings, or part substitutes are to be included for the new revision. When adding a revision, enter the revision in the Revision field. You should be using either an A, B, C, etc. scheme, or a 1, 2, 3, etc. scheme. You should select one or the other and stick with it. In fact, which one you use is a configuration setting. This is described in this manual under Parts and Change Control (near the beginning of this manual)/getting Started/Configuration Settings. If you check Current Production and OK For Production on, then when the ECN is approved, the Part Master for the assembly will be updated (Current Revision field), and when the assembly is called out on a job or release line item, the system will pick up the current revision when it is entered. The system will not go back and update existing work orders with this information. The Job Management and Control module has a function called Update Work Order From ECN which will do this. There is a section in this manual by that name which describes this update process. JOBSCOPE Page 210

213 Engineering Change Part Routings This works like most of the other functions in that it adds or deletes routings from BOM assemblies (parent parts) just like Parts mode, except that here, the change is linked to an ECN. When you highlight the ECN BOM line and double click on Engineering Change Part Routings, the Part Routings screen displays. The section of this manual on Part Routings describes this more thoroughly. JOBSCOPE Page 211

214 Update Work Order From ECN When you approve an ECN, job or release line items and work orders created after the moment of approval will be created with the change, but the job and release line items, and work orders created before the change will not be updated by the approval process. In the Job Management and Control module, a function exists to allow you to do these updates. The screen picture below is from the ECN system. Notice the In Process area at the bottom of the screen. Part is the parent part of a bill of material assembly, and is called out for change on this ECN. The In Process area lists the job/work order where B is used in current production. If nothing were listed, you would know that it is not in current production. So now that you know where it is being used, you can selectively update current production in the Job Management and Control module. JOBSCOPE Page 212

215 In the Job Management and Control module, you can click on Tools, then Update WO From ECN to start this update process. When you click on it, this screen displays. The assembly part, B, in the ECN display on the previous page is entered. Clicking on OK displays the screen on the following page. Note that you could select a routing, or a specific release as well. JOBSCOPE Page 213

216 This screen displays. Notice the instructions to click on a job/release line to select it for ECN application. Click it again to unselect. The first line has been selected (clicked). Notice that it is highlighted in green, indicating that it has been selected for update. You have to click on the line that begins with the word Job: to select or unselect, so you can park the cursor on anything except a Job: line and you will not select or unselect. JOBSCOPE Page 214

217 If you select several Job: lines and click OK, the system will do the update and return to the main display. If you do it again, it knows that certain Job: lines have already been updated, so it doesn t show those again. JOBSCOPE Page 215

218 Releases In Jobscope, the term Releases can have two different meanings, engineering releases or production releases. An engineering release is a body of engineering work that is released from engineering when it is ready. A production release is a body of production work that needs to be produced together, usually so that all the work on a production release can be shipped at the same time. You can work with production releases in the Job Management and Control module. In this section, we are talking about engineering releases. The fundamental idea about engineering releases is that they formalize the process of defining what engineering work needs to be done, and where it stands in the overall process. The system allows you to formally define each piece of engineering work (an engineering release line) as Released, Sent to Manufacturing Engineering (ME), ME Complete, Sent to Production Planning and Control (PPC), and PPC Complete. You can also have the system copy an engineering release line directly into a production release line. Engineering releases are made up of three things, the release header, the release lines, and release documents. For each release, there is only one header, and it provides a general description of the work, and identifies the job number for which the work is being done. There may be one or many engineering release lines. The engineering release lines describe the actual work that is to be done. The release documents are documents, usually drawings and specifications, or a list of the drawings and specifications, associated with the release. The purpose of Releases mode of Parts and Change Control is to help you to formally manage the engineering process. Let s consider some examples of how you might use it. Your business probably falls into one of the following categories, or some combination of the three. You design everything that you sell from the ground up You have standard designs, but every order requires a complete engineering review to determine that the standard is suitable for the customer order, and you frequently do some design changes for the customer order Everything you sell is standard, and your engineering effort goes into design of the standard products For the case in which you design everything that you sell from the ground up, you would create one or more releases for each customer order, and the release lines would be the final and sub assemblies that you need to fulfill the order. You might look at it another way, and say that each release line would be a drawing or set of drawings that is required. You also might make the assemblies as release lines, and the drawings too. These releases would be tied to the customer job. If you have some standard designs, but engineering review and redesign is common, then you might create a engineering release for the standard items that do not need additional work, and then approve the release, which tells manufacturing which items they can proceed with immediately. The items that JOBSCOPE Page 216

219 need design work might go on a separate engineering release. As in the first case, these releases would be tied to the customer job. In the case of all standard products, you would probably want to open a job to collect the costs for the design work, and the engineering releases would be tied to that job. You don t have to use engineering releases in order to make the rest of Jobscope work. It exists to help you manage the engineering and engineering release processes. Another thing you might want to consider when thinking about managing the engineering effort is Task Planning. Task Planning in Jobscope provides a way of managing engineering assignments and work loads, and for salaried employees to charge their time to jobs or general ledger accounts. Task Planning is described in detail in the manual for the Task Planning module. Task Planning may be integrated with engineering releases. This is described in the Integrating Task Planning with Engineering Release Lines section of this manual. Engineering Releases in Design Data Management The same functionality described in this section is available in a separate module called Design Data Management. Design Data Management also has the Drawings mode. You may want to have people who only need to get to Engineering Releases and Drawings data use Design Data Management instead. The functionality is the same except where the Releases mode of Parts and Change Control has a button at the top of the main view to Move to PPC, a similar button in Design Data Management is Move to ME. Engineering Releases in Job Management and Control The Job Management and Control module has an Engineering Releases mode, and it does the same things plus some other functions. It can display an exploded view of an assembly, it can create a job line item from an Engineering Release Line, and it can display MRP information for the parts on an assembly. In addition, the Release Check Off button on that main view can mark all the Release Lines on the Release as Released. Finally, Engineering Releases mode in Job Management and Control has some limited work order creation capability. JOBSCOPE Page 217

220 Getting Started The first thing you need to do in getting started with the engineering Releases mode is decide if you want to use it or not. It takes some effort to maintain, but it can provide a single place where the status of the engineering effort can be available for all to see. If your engineering process control is not formal enough to make the Engineering Change Notice (ECN) mode important, then you probably don t need engineering releases either. If you do plan to use the ECN mode, then you may also want the single point control provided by the Engineering Releases functionality. Once you decide to use Engineering Releases, then you need to decide if you also want to use Task Planning, and if you want to integrate Task Planning with Engineering Release Lines. If you consider your engineering time as overhead, and you don t want to charge it to jobs, then you won t need Task Planning. If you want to charge engineering time to jobs, then you will probably want to use Task Planning. If you plan to use Task Planning and Engineering Releases, then it makes sense to integrate the two. You will need to think through how you will number your engineering releases, and how you will keep track of the next number. The system does not automatically number engineering releases. A simple scheme of numbering them from consecutively, or perhaps with a prefix consisting of the year and then a consecutive number, such as may be adequate. If you try to get too fancy, it may get confusing. As you will see as you read further, you can do the same functionality in Design Data Management, and you can do the same functionality plus some other things in Job Management and Control. You need to decide which of these modules each user will use. Don t turn them loose to use one module one day, and another module the next to do the same thing. This will lead to errors. For the users that you trust with a broad range of capabilities, use Job Management and Control. If you want a user limited a little bit, have he or she use one of the others. JOBSCOPE Page 218

221 Configuration Settings In System Utilities, under System Configuration, then Shop Floor Control and Production, you will see the Production screen. The Integrate with Engineering Release Lines box will turn that functionality on. If you turn it on, you will probably also want to turn the companion function, Allow Task Reporting Without Tasks on also. This is the only configuration setting you need for Engineering Releases. JOBSCOPE Page 219

222 Table Entries for Releases Mode There are no table entries required for Engineering Releases. Status Values The Engineering Release header screen has a place for a single character Status. It could be 1, 2, 3, etc., or A, B, C, etc. You may not have a use for this, but if you do, you should establish these values up front. As an example, you might use the following: A Release created, no work started B Work started, no lines released C Some but not all lines released D All lines released, design engineering complete JOBSCOPE Page 220

223 Releases Browse If you click on Open on the toolbar, the Engineering Release browse screen displays. Here you can browse for an existing engineering release. In this example, the year is a prefix in the Release Number format, so entering 2011% in the Release Number field will select all Releases for The status value of A has also been used as a filter for the selection. Highlight the release in the Search Results box and click on OK or simply double click on it. JOBSCOPE Page 221

224 Releases Main Tree View The main tree view shows the Engineering Release header and the Engineering Release Lines, in this case three lines. You can highlight a line and double click on Engineering Release Lines in the collection to display that line. To display documents, double click on Engineering Release Documents. JOBSCOPE Page 222

225 Engineering Release Header To open an Engineering Release header, click on Engineering Releases in the collection. This is the Engineering Releases header screen. To create a new Release, the following required fields need to be populated: Note: All required fields are marked in bold. Release Number A combination of numbers and letters up to 25 characters. The automatic assignment of numbers by entering NEW is not provided for Engineering Releases. You need to develop a numbering scheme. Job Number Here you need to enter a valid job number. The ( ) beside the field will allow you to browse for it. All other fields are not required but provide extensive information about the Release: Project Id This allows you to link the release to a Microsoft Project file. To make this work, you must store the Microsoft Project files in SQL Server, and most do not want to do that. JOBSCOPE Page 223

226 Opened By the system will fill in the user id of the user that created the Release Description You can enter a description of the work on the release. In this case, one release is being used for the standard items on the job (to tell manufacturing that they are ready to go without engineering changes) and another is used for the special engineering work Date Opened The system will write the date the Release was entered, but you can change it Approved This would most likely refer to some sort of approval within design engineering, but it could be whatever you like Date Approved - The system will write the date the Approved box was checked, but you can change it Released This means the work is released from engineering Date Released - The system will write the date the Released box was checked, but you can change it Comment You can enter whatever you like here JOBSCOPE Page 224

227 Engineering Release Lines You can double click on Engineering Release Lines in the collection to open the Engineering Release Lines screen. To create a new Release Line, the following required fields need to be populated: Note: All required fields are marked in bold. Line Number This is a simple number that determines the order in which the lines appear on the main display. The system will number them for you Location Code The dropdown will display a selection from table 0010 JOBSCOPE Page 225

228 All other fields are not required but provide extensive information about the Release Line: Description This is for information that you want to communicate. In this case, the Release Line is saying that the standard unit is okay for production on this job. Part Number In this case, we are saying that this part number is ready to go. If this Release Line was for design work, a drawing might be used instead Part Revision The system will write the current revision, but you can change it Drawing Number You can select a drawing using the ( ) beside the drawing number field Drawing Revision The system will write the current revision, but you can change it Released This button indicates that the release line has been released from the engineering department Released Date The system will write the current date, but you can change it Released By The system will write the user id of the person who released the line Purchased Item You can designate that this item is to be purchased Exported To Job The Engineering Releases mode in Job Management and Control has the capability to export an Engineering Release Line to a Job Line Item. When it does that, it will check this box on. Quantity You can enter a quantity value, or leave it blank MS Project Id If you have Microsoft project files stored in SQL Server, you can link them with this field and the following MS Task Id See above Sent to ME This means that the line has been sent to Manufacturing Engineering for the addition of routings and other manufacturing data. The date field beside it will default to the current date, but you can change it ME Complete Check this when Manufacturing Engineering has completed it s work Sent to Production Planning and Control (PPC) This indicates that the line has been forwarded to PPC to be exported to a line item on the job PPC Complete PPC has finished with it Comments You may use this as you like JOBSCOPE Page 226

229 The Grid View button on the toolbar will display a grid view of all the lines on the release as shown below. JOBSCOPE Page 227

230 The Used On button on the toolbar allows you to define used on relationships between engineering release lines if you are using the integration with Task Planning function. The screen looks like this. The Engineerng Releaes Line Dependencies mode in Job Management and Control will display these dependencies. JOBSCOPE Page 228

231 Engineering Release Documents The Engineering Release Documents function in the collection allows you to link electronic documents to Engineering Release Lines. Highlight the line on the main display and double click on Engineering Release Documents. The system will write the Release and Release Line. You must use the ( document and save. The other button will display the document. ) button to browse to the JOBSCOPE Page 229

232 Releases Main Tree View Buttons A number of buttons appear at the top of the Releases Main Tree View, as shown below. New Clicking on this button displays the Engineering Releases header screen where you can enter a new release. This is described in the Engineering Releases Header section Open Clicking on this button displays the Releases Browse. This is described in the Releases Browse section Send To PPC If you highlight an Engineering Release Line and click here, this screen will display. If you click on Yes, the system will check ME Complete and Sent to PPC, both with the current date. JOBSCOPE Page 230

233 Legend This is the legend. JOBSCOPE Page 231

234 Integrating Task Planning With Engineering Release Lines In Task Planning, there are two different types of tasks, project tasks and individual tasks. Project tasks do not have a specific person linked to them. An individual task must have a specific person linked to it. Individual tasks may be linked to project tasks, and more than one individual task may be linked to a single project task. Labor may be reported at the individual task level, or at the project task level. What this functionality does is create a Project Task every time you create an Engineering Release Line, so that you can use the Task Planning system to charge salaried labor to the Project Task/Engineering Release Line. First of all, you have to turn it on in System Utilities, System Configuration, Shop Floor Control, and Production. Check the box in the Task Planning area. JOBSCOPE Page 232

235 This is the Project Task screen. Note that we have a Date expected, Date complete, Description, Hours Estimated, and Hours Remaining fields. All these may be maintained from the Engineering Release Lines screen. With this option on, the Project Task record will have a one-to-one relationship to an Engineering Release Lines record (unless some project tasks have been directly entered here). Also note that the Project Task has user defined field and user text capability. This will be accessed from the Engineering Release Lines screen so that it can be maintained from here or from Engineering Release Lines. JOBSCOPE Page 233

236 This is the Task Planning screen. This allows an individual to charge labor to a project task without an individual task (this is an option in System Configuration). User s will charge their labor here if there is no individual task, or on the Task Planning/Reporting screen if there is an individual task (see next page). In this case, employee 008 is charging to Project Task 001 on job A JOBSCOPE Page 234

237 This is the same screen except here we are adding an Individual Task. Whereas a project task might have a number of employees working on it, an individual task has a specific employee defined. Note the Project Task field, which allows this task to be linked to a project task. Labor may be reported here by entering hours in the Hours Worked field. The estimate values here do not roll up to the project task. The project task estimates are maintained directly on the Engineering Release Lines screen. JOBSCOPE Page 235

238 This is the Shift Project Dates screen. Dates may be changed here, or on the Engineering Release Lines screen. JOBSCOPE Page 236

239 This is the Engineering Release Lines screen with the integration turned on. The estimate and remaining hours, description, date expected, and date complete values in the Project Task record will be displayed and maintained here. The actual hours will be displayed here. If this integration functionality is being used, then entry of a record here will create a Project Task record and the Line Number and Project Task number fields will serve to link them. Hours Estimated and Date Expected fields will be added here as mandatory fields, and the data will be written to the Project Task. JOBSCOPE Page 237

240 How They Look In Job Management and Control This is the Engineering Releases mode of Job Management and Control. You can see the engineering release lines, with the project and individual tasks associated with them. Engineering Release Line Dependencies You can establish Used On relationships between Engineering Release Lines. This is discussed in the Job Management and Control manual. JOBSCOPE Page 238

241 Standard Operations Operations make up the steps on a work order. There may be one operation or many. The set of operations that go together to ultimately form a work order is called a routing. The Routings section of this manual talks in detail about routings and operations. In the routings mode, operations are normally added to routings by typing in the operation detail, and adding things from the collection like documents, inspection methods, etc. one by one. The Standard Operations mode allows you to create individual operations that are not a part of any routing, and then copy then on to routings as needed. When you copy one of these operations on to a routing, the system makes an actual copy of the standard routing into the database, just as if the new routing operation had been typed directly. This means that once a standard operation is copied on to a routing, you can change it in any way you wish. For example, you might have an operation whose description, and documents, fixtures, inspection methods, etc. are always the same, but the run time varies from routing to routing. You can set it up as a standard operation, copy it to a routing, then call the routing up in Routings mode and change the run time. JOBSCOPE Page 239

242 Getting Started The first decision here is whether you have situations in which standard operations can be used. No one who uses standard operations will build all his or her routings from standard operations, but rather copy standard operations in some cases, and directly key operations in others. When you decide to use standard operations, you are introducing yet another variation in operating procedures, but standard operations can save a lot of time, and, in cases where you have a number of collection items like documents, tools, inspection methods, etc., standard operations can reduce errors. If the person building the routing selects the correct standard operation, then the collection items will be correct also. You need to think carefully about how you will name the standard operations. This name goes into the field called Operation. There is some potential confusion here. If you are manually keying an operation on to a routing, you will see a field called Operation, and it normally will have a value like 0010, 0020, 0030, to reflect the sequence of the operations. Here in Standard Operations it is different. When you copy a standard operation on to a routing, the system will automatically assign an Operation (from the Routing perspective) value of 0010, 0020, etc. as required to put the operation in the sequence where you want it. For the standard operation, the Operation value can be up to 10 characters, and has nothing to do with the sequence on the routing to which it is copied. You can use random numbers from 1 up, or something meaningful, like a prefix of PR for operations used in the punch room, or AS for assembly operations. This can help in finding operations in the standard operation browse. The section on Routings has a lot of information about operations, and this information applies to standard operations as well. Configuration Settings There are no special configuration settings for Standard Operations Table Entries for Standard Operations Mode There are no special table entries for Standard Operations Standard Operations The Standard Operations mode allows the user to add, edit and maintain standard operations and associated items in the system. This section will focus on the most commonly used collection, Standard Operations, as well as the others. JOBSCOPE Page 240

243 Standard Operation Browse Click on Open to display the Operation screen. JOBSCOPE Page 241

244 Standard Operations Main Tree View The central pane displays the standard operation. The right pane displays the list of Collections for Standard Operations, highlighting in bold those with data for the selected standard operation. As with the other modes, you can highlight something that you want to see and double click on it s name in the collection. Notice that the toolbar on this display has a number of buttons. They are described in the section Standard Operations Main Tree View Buttons. JOBSCOPE Page 242

245 Standard Operations With a standard operation displayed and highlighted on the main tree view, double click on Standard Operations in the collection. The Standard Operation screen displays. To create a new Standard Operation, the following required fields need to be populated: Note: All required fields are marked in bold. Operation A combination of numbers and letters up to 10 characters. There is some potential confusion here. If you are manually keying an operation on to a routing, you will see a field called Operation, and it normally will have a value like 0010, 0020, 0030, to reflect the sequence of the operations. Here is Standard Operations it is different. When you copy a standard operation on to a routing, the system will automatically assign an Operation (from the Routing perspective) value of 0010, 0020, etc. as required to put the operation in the sequence where you want it. For the standard operation, the Operation value can be up to 10 characters, and has nothing to do with the sequence on the routing to which it is copied. You can use random numbers from 1 up, or something meaningful, like a prefix of PR for operations used in the punch room, or AS for assembly operations. This can help in finding operations in the standard operation browse. Revision A combination of numbers and letters up to 8 characters. At Work Center - This is the work center where the operation will be performed. JOBSCOPE Page 243

246 The other fields are not required, but are very important. Label You can use this to label an operation as being of a special type, so that operations can be selected for special reporting purposes Description This is the description which will appear on the work order. It should give instruction to the person performing the operation as to how to proceed Outside Process This box does not do anything. See the section on Outside Processing Use Machine Id If a work center has multiple machines, they can be defined in the Resources module, and you can select one here, but it does not affect the system processing At Department When you select a work center, the system will fill in the department for you Inspect Setup The Quality Assurance module allows you to define inspections to be performed for an operation. Inspect Setup indicates that the inspection is to be performed on the setup before the work begins Inspect Run End This indicates the an assigned inspection is to be performed after the work is completed Inspection Operation Checking this box indicates that the operation itself is an inspection Apply Learning Factor This is for your information, and checking or unchecking it will not affect the system Setup Time See the section with this name Run Time See the section with this name Conversion A converting operation is one that converts the work from one quantity to another. An example might be a cut-to-length operation. Assume we are cutting 20 foot lengths of bar into 1 foot lengths. At the operation where we do the actual cutting, we have a conversion factor of 20. When the employee reports labor on that operation, he or she is asked for the quantity. On operations prior to the actual cutting, the system was expecting a quantity of 1 for calculating earned hours. However, on the cutting operation, where the conversion is 20, the system will be expecting a quantity of 20 to be entered for full earned hours calculation Crew Size See the section with this name JOBSCOPE Page 244

247 Long Description The button of this name will display a screen where you can enter a much longer description. Clicking on it will display the Standard Operations Long Description screen. You have buttons at the bottom, from left to right, for Font, Cut Text, Copy Text, and Paste Text. These buttons allow you to work with text within the long description, or from your clipboard. JOBSCOPE Page 245

248 Standards This button will open the Standards screen. This is the Operation Standards screen. Here you can enter some additional information for your records. The only one that affects any of the system processing is the Standard Pre-Op Queue Time. The scheduling system will calculate Queue Time for a work order operation. After it schedules the previous operation, it will allow the Queue Time to elapse prior to looking for a place in time to schedule the operation. This Queue Time calculation is based upon the sum of the Standard Pre-Op Queue Time entered here, and the Queue time for the work center in which the operation is to be performed. The Other Standard Operations Collections The other collection items work exactly like their counterparts in the Routings mode. All these are described in the section Routings and the Other Collections. Adding A Standard Operation To A Routing If you look in the Routing Main Tree Buttons section of this manual, under Add Std Op, you will see how to add a standard operation to a routing. JOBSCOPE Page 246

249 Tools Option on the Toolbar On the top of the Parts and Change Control display, in all modes, is a toolbar, as shown here. The Tools option provides for seven functions that you can do. Only certain ones will be lit depending upon which mode you have selected. Change Buyer/Planner If a buyer or planner moves on, you may need to change all the part master records to another buyer or planner. You can do this in one transaction using the Change Buyer/Planner function. Select whether is is a buyer or planner, then select the From and To and click Ok. All the part master records for the From will be changed to the To value. JOBSCOPE Page 247

250 Copy Part and Collections The Copy Part and Collections function allows you to copy a part and it s structure to a new part number. When you click on it, the screen below displays, with the part number of the part displayed on the main display already entered. Enter the new part number that you want to create in the New Part Number field. You can enter a revision. If you leave revision blank, the copy function will enter the value (-) as a revision for the new part. The red box in the picture below shows the collections for the old part. When the Copy Part and Collections screen first opens, the boxes will be checked for any data that exists for the old part. When you click Save and the copy is made, the checked collections will be copied as well as the part. If you click on the DeSelect All button, all the collection boxes will be unchecked. If you click on the Select All button, the existing collection will be checked. This is the same as the Save As function on the Part Master screen. JOBSCOPE Page 248

251 Copy Part Master This function allows you to copy a part to a new part master (with a new part number). Even if the old part has a bill of materials, the new part will not. This function simply copies the part master itself. Copy Routings and Collections This works just like the Copy Parts and Collections function, except it is for routings. The routing that is open will be written to the Routing Id field. Enter the new Routing Id and select the collection items you want copied. When the screen displays, the collection items for the old Routing Id will be checked. JOBSCOPE Page 249

252 Routing Same As Except Definitions This function was originally developed for repair shops. For a given part, there might be six different repairs that may be needed, and the routing operations would depend upon which repairs were needed. Some operations, like the initial cleaning, or the final inspection or packaging would only need to be done once regardless of how many of the repairs would be performed. This function allows you to create a routing with the operations necessary to do all the repairs (or manufacturing functions). Then you define which operations are needed for each of the repairs (or manufacturing functions). When the system creates a work order from the routing, it recognizes that the routing is a same as except, and prompts you to check the repairs or manufacturing functions that you want. Then it builds a routing with the required operations. To set this up, begin by defining all the different variations of the routing that you think you will need. Then in Routings mode in the Parts and Change Control module, access the routing, highlight the routing header, click on Tools on the toolbar, and select Routing Same As Except Definitions. The SAE Definition Update screen displays. You can see below that we have four variations of the routing. The first one, called A, will include all the operations on the routing. The second one, B, is to manufacture the Type 6 variation of the item. Finally, D includes only the operations that we normally use to repair the item. If the sole use of the routing is for repair, then the definitions might look like this. JOBSCOPE Page 250

253 Same As Except Details Next, tell the system which operations go with which definitions by highlighting the routing header and double clicking on Routing Same-As-Except in the collection. Then determine which operations are required for each definition (see the A, B, C, D across the top) and check them. When you create work orders for a part that has this routing, the system will ask which definition (A, B, C, or D) you want to do, and it will include only those operations for that definition. JOBSCOPE Page 251

254 When you create work orders for a part with a same-as-except routing, the work order dialogue shows you this so that you can select which definition you want to do. When you click on the Open Work Orders button, only the operations that are checked for the selected definition(s) will be included on the work order. You may select more than one, but you must select at least one. JOBSCOPE Page 252

255 Routing Mass Replace If you want to replace and old routing with a new one on every part where the old one is used, then this is for you. Enter or select the old routing, and enter or select the new routing. This function does not create a new routing, it merely replaces the old routing with the new one for every part that had the old routing. Parts Mass Replace This is for replacing and old part in all the bills of material where it exists with a new part number. Both the old and the new part must already exist. April 14, 2015 JOBSCOPE Page 253

How to Configure and Use MRP

How to Configure and Use MRP SAP Business One How-To Guide PUBLIC How to Configure and Use MRP Applicable Release: SAP Business One 8.8 All Countries English October 2009 Table of Contents Purpose... 3 The MRP Process in SAP Business

More information

QAD Enterprise Applications Standard Edition. Training Guide List/Discount Table Pricing

QAD Enterprise Applications Standard Edition. Training Guide List/Discount Table Pricing QAD Enterprise Applications Standard Edition Training Guide List/Discount Table Pricing 70-3059C QAD 2011 Standard Edition Database: 2010 SE - Training Domain: Training March 2011 This document contains

More information

Engineering Change Order

Engineering Change Order Engineering Change Order Copyright Chapter 1 - Copyright 2002-2003 Horizons International, Inc. All rights reserved. Information in this document is subject to change without notice. The software described

More information

6A. RMA Processing. How does an RMA work?

6A. RMA Processing. How does an RMA work? 6A. RMA Processing 6A. RMA Processing RMA (Returned Merchandise Authorization) processing is a common requirement among manufacturing companies. An RMA system should be able to do the following: RMA entry

More information

FLEETMATE. Overview. Work Order Features. CUSTOMER GUIDE: Work Orders

FLEETMATE. Overview. Work Order Features. CUSTOMER GUIDE: Work Orders Overview FLEETMATE will enable you to record all maintenance and/or repair activities performed on a vehicle via a Work Order. Work orders can accommodate any number of individual Labor lines, and any

More information

BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005

BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005 BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005 PLEASE NOTE: The contents of this publication, and any associated documentation provided to you, must not be disclosed to any third party without

More information

Setting Up Custom Items and Catalogs

Setting Up Custom Items and Catalogs Setting Up Custom Items and Catalogs Updated August 2015 Contents About Setting Up Custom Items and Catalogs...3 Prepare to Use Custom Items and Catalogs...3 Plan Ahead for Customer Demos or Web Account

More information

Basics FLEETMATE. Getting Started The Main Window Filtering Data Using Your Mouse Windows and Buttons

Basics FLEETMATE. Getting Started The Main Window Filtering Data Using Your Mouse Windows and Buttons Basics Getting Started The Main Window Filtering Data Using Your Mouse Windows and Buttons Copyright SCB Consulting, LLC. All rights reserved. www.fleetmate.com Getting Started Welcome to FLEETMATE, Windows

More information

Table of Contents. Manual for Core Staff - Equipment/Scheduling Core Facilities

Table of Contents. Manual for Core Staff - Equipment/Scheduling Core Facilities Table of Contents 1. Overview 2. How do I manage my account? 3. Equipment Scheduling Workflow Overview 4. Equipment Scheduling Walk Through a. How do I access the list of calendars available for scheduling?

More information

CA Product Vision. Getting Started Guide

CA Product Vision. Getting Started Guide CA Product Vision Getting Started Guide Spring 2012 This documentation, which includes embedded help systems and electronically distributed materials, (hereinafter referred to as the Documentation ) is

More information

Module 7 Invoicing. Step by Step Guide PSA 2015. 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7.

Module 7 Invoicing. Step by Step Guide PSA 2015. 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7. Step by Step Guide PSA 2015 Module 7 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7.4 Invoice approval PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published

More information

quick start guide A Quick Start Guide inflow Support GET STARTED WITH INFLOW

quick start guide A Quick Start Guide inflow Support GET STARTED WITH INFLOW GET STARTED WITH INFLOW quick start guide Welcome to the inflow Community! This quick-start guide includes all the important stuff to get you tracking your inventory before you know it! Just follow along

More information

Penn State University (PSU)

Penn State University (PSU) Penn State University (PSU) FAM Inventory Management Training Manual Prepared By Revision History Revision Date: March 18, 2014 Revision Number: 1 Revision # Date Collaborator Description 1.0 March 18,

More information

Oracle Utilities Work and Asset Management

Oracle Utilities Work and Asset Management Oracle Utilities Work and Asset Management User Guide Release 2.1.0 E61870-01 May 2015 Oracle Utilities Work and Asset Management User Guide Release 2.1.0 E61870-01 May 2015 Documentation build: 4.30.2015

More information

Central and Remote Users Guide

Central and Remote Users Guide Central and Remote Users Guide Proprietary Rights Notice 1985-2006 IDEXX Laboratories, Inc. All rights reserved. Information in this document is subject to change without notice. Practice names, doctors,

More information

Microsoft Dynamics GP. Manufacturing Planning Functions

Microsoft Dynamics GP. Manufacturing Planning Functions Microsoft Dynamics GP Manufacturing Planning Functions Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user.

More information

MAXIMO 7 TRAINING GUIDE INVENTORY MANAGEMENT FLORIDA INTERNATIONAL UNIVERSITY. 3451 NE 1 st Ave M1008 Miami, FL 33137

MAXIMO 7 TRAINING GUIDE INVENTORY MANAGEMENT FLORIDA INTERNATIONAL UNIVERSITY. 3451 NE 1 st Ave M1008 Miami, FL 33137 MAXIMO 7 TRAINING GUIDE INVENTORY MANAGEMENT FLORIDA INTERNATIONAL UNIVERSITY 3451 NE 1 st Ave M1008 Miami, FL 33137 TABLE OF CONTENTS TABLE OF CONTENTS...2 I CHAPTER 1 INVENTORY MANAGEMENT...3 1 OBJECTIVES...

More information

Microsoft Dynamics GP. Manufacturing Setup

Microsoft Dynamics GP. Manufacturing Setup Microsoft Dynamics GP Manufacturing Setup Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without limiting

More information

User Manual for Web. Help Desk Authority 9.0

User Manual for Web. Help Desk Authority 9.0 User Manual for Web Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks of ScriptLogic

More information

eschoolplus Users Guide Teacher Access Center 2.1

eschoolplus Users Guide Teacher Access Center 2.1 eschoolplus Users Guide Teacher Access Center 2.1. i Table of Contents Introduction to Teacher Access Center... 1 Logging in to Teacher Access Center (TAC)...1 Your My Home Page... 2 My Classes...3 News...4

More information

Microsoft Dynamics GP. Inventory Control

Microsoft Dynamics GP. Inventory Control Microsoft Dynamics GP Inventory Control Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

B2W Maintain. Setup and Preventive Maintenance

B2W Maintain. Setup and Preventive Maintenance B2W Maintain Setup and Preventive Maintenance Session Contents B2W Maintain - Setup and Preventive Maintenance... 2 1: Learning About Maintenance Categories... 3 2: Learning About Equipment Level Enhancements...

More information

Using Microsoft Dynamics AX 2012

Using Microsoft Dynamics AX 2012 Exercise Guide Andreas Luszczak Using Microsoft Dynamics AX 2012 Springer Vieweg, 2nd Edition 2012 ISBN 978-3-8348-1742-6 September 2012 VI Exercise Guide Registered and/or industrial names, trade names,

More information

HP Service Manager. Software Version: 9.40 For the supported Windows and Linux operating systems. Request Management help topics for printing

HP Service Manager. Software Version: 9.40 For the supported Windows and Linux operating systems. Request Management help topics for printing HP Service Manager Software Version: 9.40 For the supported Windows and Linux operating systems Request Management help topics for printing Document Release Date: December 2014 Software Release Date: December

More information

GM MGO webedi Quick Start Guide

GM MGO webedi Quick Start Guide GM MGO webedi Quick Start Guide Table of Contents Setup User Preference......3 Add Ship From Address & DUNS Number...6 View GM Material Release PDF Document...10 Create a Carrier Profile.... 13 Create

More information

Subcontract - BOM Method. User Guide

Subcontract - BOM Method. User Guide Subcontract - BOM Method User Guide 2006 Exact Software ERP-NA, Inc. www.maxexact.com 1065 East Hillsdale Boulevard Foster City, CA 94404 Phone: 650-345-6000 FAX: 650-345-3079 MAX Subcontract (BOM Method)

More information

VENDOR LOGISTICS PORTAL

VENDOR LOGISTICS PORTAL USER GUIDE VENDOR LOGISTICS PORTAL Online Requests for MCX Shipment Validation and Routing February 2013 Powered By: MCX Vendor Portal Instructions 1 Revision Sheet Date Revision Description Release No.

More information

DIIMS Records Classifier Guide

DIIMS Records Classifier Guide DIIMS Records Classifier Guide Featuring Content Server 10 Second Edition, November 2012 Table of Contents Contents 1. DIIMS Overview... 3 1.1 An Overview of DIIMS within the GNWT... 3 1.1.1 Purpose of

More information

Bill of Manufacturing Guide

Bill of Manufacturing Guide Note: To change the product logo for your ow n print manual or PDF, click "Tools > Manual Designer" and modify the print manual template. Contents 3 Table of Contents 1 Introduction 4 2 Why You Need a

More information

Work Order Management. Release 8.7.2

Work Order Management. Release 8.7.2 Work Order Management Release 8.7.2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo are registered

More information

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 7.0 Edition. (Best Seller At Least 43 copies Sold)

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 7.0 Edition. (Best Seller At Least 43 copies Sold) SAP Business Intelligence ( BI ) Financial and Budget Reporting 7.0 Edition (Best Seller At Least 43 copies Sold) November 2011 Table of Contents Log In... 3 Initial Variable Screen... 5 Multiple / Single

More information

Microsoft Dynamics GP. Manufacturing Management Functions

Microsoft Dynamics GP. Manufacturing Management Functions Microsoft Dynamics GP Manufacturing Management Functions Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed

More information

Workplace Giving Guide

Workplace Giving Guide Workplace Giving Guide 042612 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

for Sage 100 ERP Work Order Overview Document

for Sage 100 ERP Work Order Overview Document for Sage 100 ERP Work Order Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks

More information

Inventory Management Help Guide

Inventory Management Help Guide Savance Phone: 248-478-2555 Fax: 248-478-3270 www.savanceenterprise.com 2013 Table of Contents Overview 3 Item Manager 4 1 Create... New Item 4 2 Edit Existing... Item 5 3 Warehouse... 14 Mass Maintenence

More information

Microsoft Dynamics GP. Field Service Preventive Maintenance

Microsoft Dynamics GP. Field Service Preventive Maintenance Microsoft Dynamics GP Field Service Preventive Maintenance Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed

More information

Handout: Word 2010 Tips and Shortcuts

Handout: Word 2010 Tips and Shortcuts Word 2010: Tips and Shortcuts Table of Contents EXPORT A CUSTOMIZED QUICK ACCESS TOOLBAR... 2 IMPORT A CUSTOMIZED QUICK ACCESS TOOLBAR... 2 USE THE FORMAT PAINTER... 3 REPEAT THE LAST ACTION... 3 SHOW

More information

Workflow Instructions Entering an Electronic Check Request

Workflow Instructions Entering an Electronic Check Request 2010 Workflow Instructions Entering an Electronic Check Request The Workflow Electronic Check Request process enables a user to create a payment request from his/her desktop and successfully route it to

More information

Creating trouble-free numbering in Microsoft Word

Creating trouble-free numbering in Microsoft Word Creating trouble-free numbering in Microsoft Word This note shows you how to create trouble-free chapter, section and paragraph numbering, as well as bulleted and numbered lists that look the way you want

More information

Microsoft Dynamics GP. Sales Order Processing

Microsoft Dynamics GP. Sales Order Processing Microsoft Dynamics GP Sales Order Processing Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without

More information

Auditing UML Models. This booklet explains the Auditing feature of Enterprise Architect. Copyright 1998-2010 Sparx Systems Pty Ltd

Auditing UML Models. This booklet explains the Auditing feature of Enterprise Architect. Copyright 1998-2010 Sparx Systems Pty Ltd Auditing UML Models Enterprise Architect is an intuitive, flexible and powerful UML analysis and design tool for building robust and maintainable software. This booklet explains the Auditing feature of

More information

Client Marketing: Sets

Client Marketing: Sets Client Marketing Client Marketing: Sets Purpose Client Marketing Sets are used for selecting clients from the client records based on certain criteria you designate. Once the clients are selected, you

More information

1 P a g e. User Guide. 0845 456 3103 support.keytime.co.uk

1 P a g e. User Guide. 0845 456 3103 support.keytime.co.uk 1 P a g e User Guide 2 P a g e Contents Introduction to Client Manager... 4 Configuring Client Manager... 4 Register your Software... 4 Manage Software Updates... 5 Maintain Staff Grades and Charge-out

More information

Mitchell1 and ShopKey Schedule Setup and Use

Mitchell1 and ShopKey Schedule Setup and Use Mitchell1 and ShopKey Schedule Setup and Use MANAGER SE / SHOPKEY ELITE VERSION 7.0 UPDATE NOVEMBER 2015 Setting up and using Scheduling in version 7 ` CONTENTS Chapter 1 - Setup... 1 Schedule Options...

More information

CHAPTER 3: PRODUCTION BILL OF MATERIALS

CHAPTER 3: PRODUCTION BILL OF MATERIALS Chapter 3: Production Bill of Materials CHAPTER 3: PRODUCTION BILL OF MATERIALS Objectives Introduction The objectives are: Production Bill of Materials (BOM) Production BOM Advanced Features Production

More information

i -Global System Product Data Management Module User Manual

i -Global System Product Data Management Module User Manual i -Global System Product Data Management Module User Manual i-global System Copyright 2003, i-global Solutions Limited. All rights reserved. Product Data Management Module User Manual -- Version: 1.02

More information

CNC Transfer. Operating Manual

CNC Transfer. Operating Manual Rank Brothers Ltd CNC Transfer Operating Manual Manufactured by: Rank Brothers Ltd 56 High Street, Bottisham, Cambridge CB25 9DA, England Tel: +44 (0)1223 811369 Fax: +44 (0)1223 811441 Website: http://www.rankbrothers.co.uk/

More information

Stock Management. Contents

Stock Management. Contents Finance Department Stock Management Stock Management Contents 1. Stock Management Overview...4 1.1. Assumptions...4 1.2. Accessing Core Aptos...4 2. Creating a Stock Product...5 2.1. Establish if a New

More information

Accounts Receivable Reference Guide

Accounts Receivable Reference Guide Last Updated: March 7, 2009 About this Guide This Guide is for use by SedonaOffice customers only. This guide is not meant to serve as an operating or training manual, its purpose is to provide an overview

More information

ORDERING ONLINE WITH YOURAVON.COM

ORDERING ONLINE WITH YOURAVON.COM ORDERING ONLINE WITH YOURAVON.COM The My Orders section of youravon.com is your dashboard for everything related to your Customer orders and your Orders submitted to AVON. Here, you can: Search Customers

More information

Accounts Payable and Inventory Management

Accounts Payable and Inventory Management Accounts Payable and Inventory Management 2013 SedonaOffice Users Conference Presented by: Lisa Gambatese & Laurie Goodrich Table of Contents Accounts Payable G/L Account Defaults (AP) 4 A/P Setup Processing

More information

for Sage 100 ERP Bill of Materials Overview Document

for Sage 100 ERP Bill of Materials Overview Document for Sage 100 ERP Bill of Materials Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

Education Solutions Development, Inc. APECS Navigation: Business Systems Getting Started Reference Guide

Education Solutions Development, Inc. APECS Navigation: Business Systems Getting Started Reference Guide Education Solutions Development, Inc. APECS Navigation: Business Systems Getting Started Reference Guide March 2013 Education Solutions Development, Inc. What s Inside The information in this reference

More information

Reviewing documents with track changes in Word 2013

Reviewing documents with track changes in Word 2013 Reviewing documents with track changes in Word 2013 Information Services Reviewing documents with track changes in Word 2013 This note covers how to use Word s reviewing tools to track the changes made

More information

Primavera Unifier v9.14 / 2014 EPPM Day Hands On Session Exercise Document

Primavera Unifier v9.14 / 2014 EPPM Day Hands On Session Exercise Document Primavera Unifier v9.14 / 2014 EPPM Day Hands On Session Exercise Document This exercise document is a basic Unifier intro. document, for those people, who would like to gain the first impression around

More information

NorthClark Computing, Inc. Bill of Material and Parts Master Maintenance. Administrator s Guide

NorthClark Computing, Inc. Bill of Material and Parts Master Maintenance. Administrator s Guide ERP Consulting Web Development Custom Programming Solutions Desktop & Web Applications for Manfact NorthClark Computing, Inc. Bill of Material and Parts Master Maintenance Administrator s Guide Web and

More information

QuickBooks Compatible Software CCRQBOM. By CCRSoftware

QuickBooks Compatible Software CCRQBOM. By CCRSoftware QuickBooks Compatible Software CCRQBOM By CCRSoftware Updated 5/5/2009 Contents CCRQBOM 1 Installing CCRQBOM 3 Operating Requirements... 3 Installing the Application... 4 Quick Setup Instructions... 4

More information

TheFinancialEdge. Records Guide for General Ledger

TheFinancialEdge. Records Guide for General Ledger TheFinancialEdge Records Guide for General Ledger 061015 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

12/16/2015 Blackbaud Altru 4.6 Merchandise US

12/16/2015 Blackbaud Altru 4.6 Merchandise US Merchandise Guide 12/16/2015 Blackbaud Altru 4.6 Merchandise US 2015 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

Business Portal for Microsoft Dynamics GP 2010. User s Guide Release 5.1

Business Portal for Microsoft Dynamics GP 2010. User s Guide Release 5.1 Business Portal for Microsoft Dynamics GP 2010 User s Guide Release 5.1 Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and

More information

How do I Sell A Used Item? How do I Close a Repair with Inventory Used? How do I Reprint Barcode Label? How do I edit Clock In/Out entries?

How do I Sell A Used Item? How do I Close a Repair with Inventory Used? How do I Reprint Barcode Label? How do I edit Clock In/Out entries? 1 How do I Sell A Used Item? Mouse over the List tab on the Dashboard. Click on Used Phone. Scroll through the list or enter item name or IMEI number in the search bar. Once item is found, click on the

More information

Item Master and Bill of Material

Item Master and Bill of Material 4 Item Master and Bill of Material MGT2405, University of Toronto, Denny Hong Mo Yeh The enterprise resource planning (ERP) system plans and controls all resources in an enterprise. Material requirement

More information

INVENTORY MANAGEMENT. TechStorm. http://www.gotechstorm.com/howto/inventorymanagement.pdf

INVENTORY MANAGEMENT. TechStorm. http://www.gotechstorm.com/howto/inventorymanagement.pdf INVENTORY MANAGEMENT TechStorm http://www.gotechstorm.com/howto/inventorymanagement.pdf Inventory Management Table Of Contents Add Inventory Items In Tablet... 3 Transaction Flow for Adding Inventory in

More information

Accounts Payable Back Office Reference Guide

Accounts Payable Back Office Reference Guide Accounts Payable Back Office Reference Guide Version 4 Copyright Orion Law Management Systems, Inc. All rights reserved Printed in the United States of America www.orionlaw.com All Rights Reserved. No

More information

Inventory Management System

Inventory Management System UH Material Management Inventory Management System UH Warehouse Staff Documentation MarketPlace Procurement Coordinator One time set-up: You will need to should change your default tabs that display. These

More information

How to Create User-Defined Fields and Tables

How to Create User-Defined Fields and Tables SAP Business One How-To Guide PUBLIC How to Create User-Defined Fields and Tables Applicable Release: SAP Business One 8.8 All Countries English July 2009 Table of Contents Creating User-Defined Fields

More information

Project Management WalkThrough

Project Management WalkThrough PRACTICE CS Project Management WalkThrough version 2009.x.x TL 21455 10/25/09 Copyright Information Text copyright 2004-2009 by Thomson Reuters/Tax & Accounting. All rights reserved. Video display images

More information

eva Purchasing & Banner Receiving Manual

eva Purchasing & Banner Receiving Manual eva Purchasing & Banner Receiving Manual Compliance Employees are responsible for knowing and complying with established University and State policies and procedures when creating/approving requisitions

More information

Scan Physical Inventory

Scan Physical Inventory Scan Physical Inventory There are 2 ways to do Inventory: #1 Count everything in inventory, usually done once a quarter #2 Count in cycles per area or category. This is a little easier and usually takes

More information

QuickStart Guide. Concur Expense

QuickStart Guide. Concur Expense QuickStart Guide Concur Expense PROPRIETARY STATEMENT This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc, Redmond, Washington If you are

More information

ICP Data Entry Module Training document. HHC Data Entry Module Training Document

ICP Data Entry Module Training document. HHC Data Entry Module Training Document HHC Data Entry Module Training Document Contents 1. Introduction... 4 1.1 About this Guide... 4 1.2 Scope... 4 2. Step for testing HHC Data Entry Module.. Error! Bookmark not defined. STEP 1 : ICP HHC

More information

QAD Mobile Field Service (MFS) Demonstration Guide. May 2015 EE2015 / MFS 3.7

QAD Mobile Field Service (MFS) Demonstration Guide. May 2015 EE2015 / MFS 3.7 QAD Mobile Field Service (MFS) Demonstration Guide May 2015 EE2015 / MFS 3.7 Overview This demonstration focuses on one aspect of QAD Service and Support Mobile Field Service and shows how this functionality

More information

Integrated Accounting System for Mac OS X

Integrated Accounting System for Mac OS X Integrated Accounting System for Mac OS X Program version: 6.3 110401 2011 HansaWorld Ireland Limited, Dublin, Ireland Preface Standard Accounts is a powerful accounting system for Mac OS X. Text in square

More information

Accounts Payable Workflow Guide. Version 11.2

Accounts Payable Workflow Guide. Version 11.2 Accounts Payable Workflow Guide Version 11.2 Copyright Information Copyright 2013 Informa Software. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored

More information

Microsoft Dynamics GP. Field Service Service Call Management

Microsoft Dynamics GP. Field Service Service Call Management Microsoft Dynamics GP Field Service Service Call Management Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed

More information

Microsoft Dynamics GP. Bill of Materials

Microsoft Dynamics GP. Bill of Materials Microsoft Dynamics GP Bill of Materials Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without limiting

More information

Accounts Payable Workflow Guide. Version 12.0

Accounts Payable Workflow Guide. Version 12.0 Accounts Payable Workflow Guide Version 12.0 Copyright Information Copyright 2014 Informa Software. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored

More information

Conferences & Events WPM Education 4.1.7

Conferences & Events WPM Education 4.1.7 Conferences & Events WPM Education 4.1.7 Version: 1.5 Date: 16/04/2015 Contents Conferences & Events Administration Area... 1 Creating a New Event... 2 Copying Events... 2 Step by Step Guide... 3 Create

More information

Document Management User Guide

Document Management User Guide Document Management User Guide For the attention of SystmOne users: This document explains how to use the Document Management functionality once the setup has been completed. Contents Beginning to Scan...

More information

TheFinancialEdge. Journal Entry Guide

TheFinancialEdge. Journal Entry Guide TheFinancialEdge Journal Entry Guide 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including

More information

2009-2013 Autosoft, Inc. All rights reserved.

2009-2013 Autosoft, Inc. All rights reserved. Copyright 2009-2013 Autosoft, Inc. All rights reserved. The information in this document is subject to change without notice. No part of this document may be reproduced, stored in a retrieval system, or

More information

SAP APO SNP (Supply Network Planning) Sample training content and overview

SAP APO SNP (Supply Network Planning) Sample training content and overview SAP APO SNP (Supply Network Planning) Sample training content and overview Course Objectives At the completion of this course, you will be able to: Understand the concepts of SNP and supply chain network

More information

BW Reporting Rev. December, 2013

BW Reporting Rev. December, 2013 BW Reporting 0 Rev. December, 2013 1 Logistics Course Length Breaks Restrooms Cell Phone Etiquette Emergency Evacuation Procedures 2 Course Contents Objectives Course Overview BW Reporting & Exercises

More information

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7

Retail User Training. IT Retail, Inc. 2010. Inventory Training Retail 7 Retail User Training IT Retail, Inc. 2010 Inventory Training Retail 7 RETAIL 7 User Training: Inventory Using RETAIL 7 ITRetail, Inc. RETAIL User Training TABLE OF CONTENTS Inventory MANAGE INVENTORY...

More information

A lot of people use the terms Bill of Materials and Parts List interchangeably. However, in Inventor 10 they are two different but related things.

A lot of people use the terms Bill of Materials and Parts List interchangeably. However, in Inventor 10 they are two different but related things. BOM 101 Bill of Materials and Parts Lists A lot of people use the terms Bill of Materials and Parts List interchangeably. However, in Inventor 10 they are two different but related things. Bill of Materials

More information

EMPLOYEE EXPENSE ENTRY GUIDE (EMPLOYEE ONLY)

EMPLOYEE EXPENSE ENTRY GUIDE (EMPLOYEE ONLY) EMPLOYEE EXPENSE ENTRY GUIDE (EMPLOYEE ONLY) 1 Contents 1- Introduction..... 3 2- Login... 4 3- Initial Homepage Icons.... 5 4- Expense Report Icons,.... 6 5- Entering New Expense Report... 7 2 1- Introduction

More information

Module 2 Settings. PSA 2015 Step by Step Guide. 2.1 Organization & Financials (basic) 2.2 PSA settings 2.3 PSA security roles 2.

Module 2 Settings. PSA 2015 Step by Step Guide. 2.1 Organization & Financials (basic) 2.2 PSA settings 2.3 PSA security roles 2. PSA 2015 Step by Step Guide Module 2 2.1 Organization & Financials (basic) 2.2 PSA settings 2.3 PSA security roles 2.4 PSA users PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published by

More information

SalesPad for Dynamics GP Security Settings

SalesPad for Dynamics GP Security Settings SalesPad for Dynamics GP Security Settings A software product created by SalesPad Solutions Copyright 2004-2012 www.salespad.net SalesPad Solutions, LLC. 3200 Eagle Park Drive, Suite 100 Grand Rapids,

More information

Identifying Bid Opportunities

Identifying Bid Opportunities Vendor Quick Reference Guide Identifying Bid Opportunities There are several ways to identify bid opportunities based on the information you have available. This guide will provide you with step-by-step

More information

Navision Depot Mini-Manual

Navision Depot Mini-Manual Mini-Manual How to set up Fixed Assets in Dynamics Nav / Navision Purpose Step-by-step instructions to show you how to set up Fixed Assets in Dynamics Nav / Navision. Navision Versions This applies to

More information

How To Use Optimum Control EDI Import. EDI Invoice Import. EDI Supplier Setup General Set up

How To Use Optimum Control EDI Import. EDI Invoice Import. EDI Supplier Setup General Set up How To Use Optimum Control EDI Import EDI Invoice Import This optional module will download digital invoices into Optimum Control, updating pricing, stock levels and account information automatically with

More information

Software Application Tutorial

Software Application Tutorial Software Application Tutorial Copyright 2005, Software Application Training Unit, West Chester University. No Portion of this document may be reproduced without the written permission of the authors. For

More information

Deltek Touch Time & Expense for Vision 1.3. Release Notes

Deltek Touch Time & Expense for Vision 1.3. Release Notes Deltek Touch Time & Expense for Vision 1.3 Release Notes June 25, 2014 While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical

More information

Automated Inventory System

Automated Inventory System Automated Inventory System User Manual Developed by USDA Food and Nutrition Service June 2009 (Incomplete) Table of Contents Welcome Menu Client Services Report System Inventory System Operations Tailgate

More information

Preparing For the Demo

Preparing For the Demo HMS Demo Script Copyright Copyright 2002-2003 Horizons International, Inc. All rights reserved. Information in this document is subject to change without notice. The software described in this document

More information

RemoteWare Software Manager

RemoteWare Software Manager RemoteWare Software Manager Client User s Guide Version 2.0 RemoteWare Software Manager Client User s Guide Version 2.0 This document was prepared to assist licensed users of RemoteWare by XcelleNet, Inc.;

More information

User Guide. support.keytime.co.uk

User Guide. support.keytime.co.uk User Guide Contents Introduction... 3 Starting Personal Tax... 4 Sorting and Filtering Clients... 5 Print Summary and Print Proforma Letters... 5 Converting Returns from Previous Years... 6 Storing Client

More information

SuccessFactors Learning: Scheduling Management

SuccessFactors Learning: Scheduling Management SuccessFactors Learning: Scheduling Management Classroom Guide v 6.4 For SuccessFactors Learning v 6.4 Last Modified 08/30/2011 2011 SuccessFactors, Inc. All rights reserved. Execution is the Difference

More information

Welcome to the topic on Master Data and Documents.

Welcome to the topic on Master Data and Documents. Welcome to the topic on Master Data and Documents. In this topic, we will look at master data in SAP Business One. After this session you will be able to view a customer record to explain the concept of

More information

Loyalty Program Guide

Loyalty Program Guide Loyalty Program Guide 110911 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information