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Production Floor Tracking User Manual

1. 17 Date since EMIL 17 SON Segustibacos cad uu iM M Add 18 Current JODS ccccccceccceccecccecceceaeeceeceecuececeaueceecaeeseeseeeaeeseeseeens 18 Completed Jobs xu eei ai e RN ME MR Dus 18 Include Inventory CEN FH DDONNHM NE 18 Suimiriam ONY ea Ln t tenue eU he 18 Schedule Process Cells 19 Process Cell Overvi W ccccccceeccecceeececcececeececcucecuccuceeeceeceeeaeeseeeeeens 19 Select JOD emet te em edem cians dy 19 Assign oL 20 Schedul 45 nni pain DG EID 21 Schedule Work Cells 22 Work Center 22 Select JOD ette ec e rede MES 22 UnSsheduled Jobs or All 23 Import Transactions 25 QM DS E 25 Import Transaction Screen Field Definitions 26 Format for Barcode Files 26 Budget Variance Report 28 Schedule Job Transaction 29 OVelvIGW ioco coeno e red oec 29 Maynard Software Solutions Inc Shop Floor Control Contents ii Transaction Entry Field 30 Transaction 30 PADD LIEN LESER Omer 31 cel fee P 31 LIE o T7 ti 5
2. UNES 31 31 TANS ACTON MY OC ates 31 31 FIBSDOHSIDIID G S bete Lees o fee foe 31 i o coto ae E ETE E EE SE odor 32 Completeness DM E LET 32 33 Transaction Processing Detail Screen 33 Display Only ICIS 33 Component Sol eB a e ERR E RERO 33 Field DefillllDDIS 34 Sage PFW Display Fields nein 35 Edit OU CE meena ere ne ann sree ane een eo 35 Secondary Output Screen as eo o EE UE 36 Pull Material 37 37 Complete Job 38 Functionality ced 38 Maynard Software Solutions Inc Shop Floor Control Contents iii Getting Started Overview You should have a basic knowledge of the Windows environment and procedures including using Windows Explorer You should also have a complete understanding of your system setup including all hardware network and software configurations The following is a list of items you should know complete and understand before installing our programs Y v This software is subject to the terms and conditions detailed in the license agreement which
3. hee eae Fe e ee Fe e Eee Fed m 8 VETERE alere 8 From Time ca s 8 Labor Performed nananana 8 od 9 Job Date Maintenance coed cles EUR cn EIER EIE Qe 9 IO Si OO EE TR o st 9 Processing B tton Definitlonis otio rire ttr eei tonduat 10 The Job Date Maintenance 11 Job Date Maintenance Grid Menu Items 11 Material Transaction Entry siio 12 Transaction o d cantante es en ded Coh aD RP 12 5690666 recte 12 Maynard Software Solutions Inc Shop Floor Control Contents i Quantity bonor node 12 DELCA ailc Immer rre 12 Posted 12 Work Center Pull 13 Employee Listing 14 Employee Listing OVOrView ice tiun ts uon et e cidit 14 Beginning Employee Ending Employee Code 14 orti es iE e P it Rs 15 Job Listing 16 Job Listing Overview 5 51 sided cedi osito edet 16 Job Number i EDI ee 17 Report T pa PEN 17 Print Destination 2 0 ee cece cece ecceccececcecceeceeeeceeceecesaesaeceesueaeeneeees 17 Start
4. A grid will show the bottom of the screen The grid will be filled with the inventory items associated with the work center The user is allowed to add components change quantities in the grid You can change a quantity to 0 but should not delete an item When the transaction is saved it generates a series of pull transactions one for each component in the grid The transaction number will be the original transaction number plus the sequence number W plus a suffix 01 02 etc to make each transaction unique The ONLY place where you can do a Work Center Pull Material is in this program Maynard Software Solutions Inc Shop Floor Control Maintenance Tables 13 Employee Listing Employee Listing Overview The employee listing allows you to view a list of all employees or sub contractors including the address and phone number information 5 Employee Listing 1 101 Beginning Employee Code 4 E Ending Employee Code Print Option Employee C Sub Contractor Print Close Beginning Employee Ending Employee Code The user may specify a range of Employee Codes to print on the report The magnifying glass icon located to the right of the Range fields will allow the user to search the valid records The user may search for a specific record by pressing the icon entering part or all of the value in the Search Value box and then pressing the lt ENTER gt k
5. be specified as being labor set up sub contract or work centers Select Job The beginning and ending job numbers may be specified When this button is selected a screen like the one below will appear Search Value D LL EQUIP CLUBS ATLA SSET M ST FLRDA 0000000093 0000000111 0000000113 Select Then you select the beginning or ending job Maynard Software Solutions Inc Shop Floor Control Schedule Work Centers 22 The schedule screen then looks like this Ks Schedule Work Centers Job Number Beginning UnScheduled Jobs 0000000081 P Ending C AllJobs 0000000113 Process Clear Save Exit ADMIN PREMGL Unscheduled Jobs or All Jobs The unscheduled jobs button only schedules jobs not previously scheduled The jobs button schedules all open jobs The process button schedules all selected jobs as shown in the sample report below Maynard Software Solutions Inc Shop Floor Control Schedule Work Centers 23 SCHEDWC RPT INDUSTRIOS gt ox JA X 4 1of1 Preview DER Total 16 100 18 of 16 3 19 2007 Work Center Job Number 0000000091 CNC MIII DRILL DRILL Job Number 0000000093 CNC DRILL DRILL Job Number 0000000111 Move to Tumbler Tumbling Move to Plater Receive from Tumbler Plating Chrome Receive from Plater Move to Tumbler Tumbling Job Number 0000000113 Move to Tumb
6. from lower level components inventory If the quantity available is less than the quantity required the bill of materials for the sub assembly will be used for the difference of the quantity required and quantity available At the Computed level the user cannot access the Detail screen to edit the component quantities Modifiable level Same as the Computed level but the user can modify the component quantities on the detail screen Complete The Complete select box determines whether this is the final transaction for this sequence For example you commit 20 of assembly A and then manufacture 15 based upon that commitment If Complete is No then the remaining components will remain committed to production assuming that later you will manufacture 5 more Complete is Yes then the remaining committed components that were not used in manufacturing will be de committed for production Complete should be selected on any transaction that has not been applied to another transaction The Maynard Software Solutions Inc Shop Floor Control Schedule Job Transaction 32 Transaction Type section details how this option affects the posting of each type Comments This field is a free form entry field where an unlimited number of characters can be entered This information will have no affect on the posting and will be printed on the Transaction Status Transaction Listing and Work Order reports Transaction Processing Detai
7. is included as part of the software installation Pre sale support for the evaluation software and technical support for users with a support contract is available through 866 275 9028 This software is installed as an evaluation version which will expire 1 month after installation To continue using the programs beyond that time you need to receive an unlock code registered users or purchase it from your Sage PFW reseller You must install the version of our software that is compatible with your Sage PFW Please contact technical support if you are unsure if you have the correct version of our software Before you begin the installation and use of this program you should have in depth knowledge of your Sage PFW Software Pervasive Software Corporation s database engine must be setup and configured properly before our programs will function If you are upgrading from a previous version of the MSS software please follow the upgrade procedure outlined in the System Basics Users Manual It is very important that all users are accessing the same software version and old software does not exist on workstation or network drives This program will not operate independently from our Bill of Material Processor Module bills of materials must be setup within BOMP before using Production Floor Tracking Maynard Software Solutions Inc Shop Floor Control Getting Started 1 System Requirements To use MSS from IndustriOS programs y
8. lol x Path to Import File C PLATINUMATEST barcodel txt pu Type Material Labor swe ca ADMIN Test 2 Maynard Software Solutions Inc Shop Floor Control Import Transactions 25 Import Transaction Screen Field Definitions Path to Import File This is where you can search to find and set the directory transactions will be imported from Then these transactions will be imported into the Shop Floor Database Import Type Select Material or Labor depending on what type of transaction you are importing Edit Report The Edit Report will show you a list of the transactions to be imported before this is actually done Import After running the Edit Report press import and the transactions specified will be imported Save Pressing Save will set the current Path to Import File and Import Type selections as the default settings Exit Pressing this button will exit the program Format for Barcode Files Material format Comma delimited file that contains 1 Transaction Number Required 2 BOM Sequence Optional if Component and Location included 3 Quantity Required 4 Component Optional if BOM Sequence included 5 Location Optional if BOM Sequence included Both of the examples below are valid 0000000055 55 TOKY 3047 M GRA M FLRDA 0000000055 10 65 Maynard Software Solutions Inc Shop Floor Control Import Transactions 26 Labor Fo
9. the Transaction Entry fields and how they should be populated TT by Step You should start by pulling in the Transaction Type of Schedule Job 2 Zoom and select the order number 3 Zoom and select the line item The Assembly location and quantity fields will be populated 4 Fill in the Level field 5 Fill in other fields as defined below Maynard Software Solutions Inc Shop Floor Control Schedule Job Transaction 29 Transaction Entry Field Definitions Transaction Entry E File Edit Serial Lot Help Transaction 40 j Order Apply Num 0000000000000000001 40 EQUIP CLUBS ATLA SSET M ST Assembly Quantity 100 Comment Date 77203 E Type Backfush Level Raw X Complete Dg x n 4 b Transaction Number 18 Transaction rpm ss Secondary Dutput E l atlantic Starter Set Men Steel std Location FLR DA Florida Warehouse Responsibility PREMGL Transaction Number The Transaction Number field uniquely identifies this transaction and is the reference number used when posted to Sage PFW s transaction history files The user can enter a 1 10 alpha numeric character transaction number or it will be automatically assigned by the system If the transaction number has been entered previously but not posted then the rest of the fields will default to the previous information and may be adjusted before posting If the number has alread
10. MSS from IndustriOS Production Floor Tracking User Manual Revised March 19 2007 1998 2007 IndustriOS Software Inc software Integration Partner Contents Getting Started 1 see rns eee ee 1 System 2 cay cem o i asc edu RPM LU UE 1 Basic F nctionalty uet dotes oad cade 2 Process OW tacto adi te 2 Step by Step Transaction soo et Tode eeepc ene Fes ewes 3 Prior ee 3 Processing Jobs by Sales Order and Line Number 3 Processing Jobs by Assembly Item Number 4 PROCESSING cse ids 4 Maintenance Tables 6 Employee Maintenance 6 Employes usus te tese eaaa ee ue ED oe De Sc aguante et 6 Employee oer ress vr eS Re Pri 6 Employee Payroll Gode esl Seles oe terres re eraot cete ee volutes 7 Employee or Sub contractor Select 7 Vao lo KELIS Ud Ud RD ES 7 Labor Transaction Why 7 Transaction nn 8 BOM ESC QUCICG 8 Employee COM UNE 8 SI TI Ipae 8 End ue Y 8
11. Overhead This column is defaulted from the Bill of Material Entry file but can be modified on this screen Burden This column is defaulted from the Bill of Material Entry file but can be modified on this screen Maynard Software Solutions Inc Shop Floor Control Schedule Job Transaction 34 Machine This column is defaulted from the Bill of Material Entry file but can be modified on this screen Comments Instructions The Comments Instructions allows the user to enter notations about the component This field may be printed on the Production Work Order report and is always shown on the Transaction Status report Sage PFW Display Fields Quantity Available The amount available according to Sage PFW s Inventory Location files once the quantities in the quantity used field and quantity damaged are taken into account The formula is Quantity on hand Quantity On Order Quantity Committed Quantity used and damaged will increase this quantity for Disassemble transactions Manufacture and Backflush transactions will decrease the Available quantity On Hand This column displays the current On Hand quantity from Sage PFW s Inventory Location file On Order This column displays the current On Order quantity from Sage PFW s Inventory Location file Committed This column displays the current Committed to Production quantity from Sage PFW s Inventory Location file Edit Menu Insert Row This button will take the cu
12. Start Date Job Sequence Report Type C End Date Job Component Include Inventory End Date Job Sequence Summary Only Print Clear Save Exit Maynard Software Solutions Inc Shop Floor Control Job Listing 16 Job Number The user may specify a range of Job Numbers to print on the report The magnifying glass icon located to the right of the Range fields will allow the user to search the valid records The user may search for a specific record by pressing the icon entering part or all of the value in the Search Value box and then pressing the ENTER key Once the desired record is highlighted press ENTER or the select button The value will be inserted into the entry field If the Beginning field is left blank the program will assume that you want to start with the first record If the Ending field is left blank the program will assume that you want to end with the last record Report Type Select if you want to view open jobs or completed jobs The report output will include all of the select report types that are in the job number range Print Destination Window Prints the report to a Crystal Reports screen Printer Prints the report to the default printer specified in Windows Printer Setup Disk Exports the report to a specified file type Microsoft export DLL Files are required to use this options these files can be obtain
13. Transaction Entry screen allows you to manually assign material to a transaction When entering a complete job transaction you Will be prompted to use the standard material from bom or the material entered into this screen Material Transaction Entry loj x File Edit Help w n rasscinmms x ADMIN 2 28 2005 10 57 Transaction Number 000000000000000000039 Sequence Component 10 ol EQUIP CLUBS HEIN 2061 M 5 FLRDA Quantity Date Pulled 2 23 2005 ze Posted Work Center Pull Material Transaction Number The user may zoom on all open shop floor transactions and select the transaction for the item they are working on BOM Sequence When zooming on this field you will see all of the component items on the work order and the component quantity You must select a component item from the list Quantity Enter the quantity to be pulled and added to the work order Date Pulled The date pulled will automatically be filled by the system when you save the input information Posted This field will be checked by the system after the Complete Job transaction has been posted through the Bill of Materials Processor Maynard Software Solutions Inc Shop Floor Control Maintenance Tables 12 Work Center Pull Material If the Work Center Pull Material option is checked then The lookup on Sequence looks for additional cost items inventory items
14. ated from the sales order number and the line item number allowing you to easily track the work order all the way to shipping Scheduling the job will post a commit transaction to Sage PFW and open the work order Step 5 Pull Material You may allocate material and labor to the work order using a variety of options including entering a Pull Material transaction or using the maintenance tables in PFT which are barcode compatible Step 6 Close Work Order Enter a Complete Job transaction to manufacture and close the work order Step by Step Transaction Entry Prior to Starting Step a Do this ONLY if you want the transaction number to be the same as the sales order plus the line number Go into the BOMP module and open the BOM Advanced Features Transaction Entry tab Select the Relate Transaction to Sage PFW Order 1509001 Standard Step b Initialize Shop Floor Data Base Open a program in the Shop Module to initialize the Shop Floor Database Processing Jobs by Sales Order and Line Number Step 1 Enter a Sales Order Enter a Sales Order in Sage PFW with a valid assembly as a line item Step 2 Schedule Job Transaction Open Transaction Entry and use the lookup on the Order field to choose the Sales Order Then use the lookup on Line field to choose the line item from the Sales Order Next choose the Schedule Job transaction type enter the Starting and Ending dates for the transaction and save the transac
15. b and the various process cells can be seen as in the example below Process Bath StartDate Stop Date Comments MIOT 1 MIXD2 1 Select Job Assign Dates Schedule Exit Assign Dates When this button is selected a screen like the one below will appear Assign Dates Start Date f 1 9 2005 Stop Date 11 9 2005 Here the user can assign start and stop dates for process cell After this has been done you will be able to see the dates in the main Schedule Process Cells screen as in the example below Maynard Software Solutions Inc Shop Floor Control Schedule Process Cells 20 KS Schedule Process Cells j E xl Process Cell Start Date Stop Date Comments M01 11 9 2005 11 9 2005 MIxd2 Select Job i Schedule Exit Schedule When the schedule button is selected this creates a scheduled job in PFT as though a BOM had been scheduled and posted in BOMP and then the user entered the work centers There is no labor or materials to be entered against these jobs but they will appear on the Job List and the Scheduled Work Center Report where a process cell is handled like a work center Maynard Software Solutions Inc Shop Floor Control Schedule Process Cells 21 Schedule Work Centers Work Center Overview Work Centers are maintained in the BOMP Additional Cost Maintenance program where additional cost items may
16. ed through IndustriOS technical support Start Date The user may specify a range of Jobs by Start Date to print on the report Just select a date by clicking on the calendar button and clicking on the desired date If the Beginning field is left blank the program will assume that you want to start with the first record If the Ending field is left blank the program will assume that you want to end with the last record End Date The user may specify a range of Jobs by End Date to print on the report Just select a date by clicking on the calendar button and clicking on the desired date If the Beginning field is left blank the Maynard Software Solutions Inc Shop Floor Control Job Listing 17 program will assume that you want to start with the first record If the Ending field is left blank the program will assume that you want to end with the last record Sort Sequence Start Date Job Component This option will print in Start Date then Job then Component sequence Start Date Job Sequence This option will print in Start Date then Job then BOM sequence End Date Job Component This option will print in End Date then Job then Component sequence End Date Job Sequence This option will print in End Date then Job then BOM sequence Current Jobs If this option is checked then current jobs will be included in the report output Completed Jobs If this option is checked then completed Jobs will be included in the r
17. eport output Include Inventory If this flag is not selected then only additional cost items will be printed in the report Summary Only If this is checked then only the summary lines in the report will be printed Maynard Software Solutions Inc Shop Floor Control Job Listing 18 Schedule Process Cells Process Cell Overview The user will identify a Sage PFW Process Manufacturing job BOM to be scheduled Then the program will read open batches in Sage PFW Process Manufacturing and allow the user to link those batches with the process cells in the BOM The user will also be able to enter start and stop dates by work center The process cell in the open batch must match the process cell in the BOM Also the batch quantity will become the process cell quantity An open batch may only be assigned to one job When saved this creates a scheduled job in PFT as though a BOM had been scheduled and posted in BOMP and then the user entered the work centers There is no labor or materials to be entered against these jobs but they will appear on the Job List and the Scheduled Work Center Report where a process cell is handled like a work center Select Job When this button is selected a screen like the one below will appear Search Value Job Assembl BOM TAQUITO WRAPS RMLOC TAQUITO WRAPPERS Select Maynard Software Solutions Inc Shop Floor Control Schedule Process Cells 19 Then you select the jo
18. ey Once the desired record is highlighted press ENTER or the select button The value will be inserted into the entry field If the Beginning field is left blank the program will assume that you want to start with the first record If the Ending field is left blank the program will assume that you want to end with the last record Maynard Software Solutions Inc Shop Floor Control Employee Listing 14 Report Output 1 John Doe 1555 West Oak Street 435 555 1111 123 Apartment 5 Smithfield UT 84335 2 Jane Smith 1529 South Elm Street 435 555 3333 Smithfield UT 84335 Maynard Software Solutions Inc Shop Floor Control Employee Listing 15 Job Listing Job Listing Overview The Job Listing allows the user to view detailed information on current open work orders and completed work orders The current jobs listing will display the scheduled job quantities of material and time as well as pulled material and labor This report will display planned versus actual The completed job report will display the total material and labor detail and the final planned versus actual information Job Number Start Date Beginning Beginning 00000000000000000003 2728 2005 Ending Ending P 2 28 2005 Print Destination End Date Window Beginning 272872005 E C Printer Ending C Disk 272872005 r Report Sort Sequence Current Jobs Start Date Job Component C Completed Jobs C
19. field will be checked by the system after the Complete Job transaction has been posted through the Bill of Materials Processor Job Date Maintenance The Job Date Maintenance Program allows the user to maintain the start and end dates in a grid format The grid displays the transaction number assembly item key start date and end date Only current jobs not completed are displayed The user can only modify the end dates for all jobs plus the start dates for the jobs not yet started In this program the user can also print a Job Listing Summary fa Job Date Maintenance 4 iani Job Number Start Date Beainning Beginning 0000000093 1 0 15 2002 Ending Ending 1071572003 gt End Date Beginning 1071572002 Ending 1071572003 Process Clear Exit PREMGL Filters Job Number You can enter a beginning and ending range of job numbers to do the search for jobs that fit the criteria of the other filter settings Start Date The user can enter a range of start dates and they will be filtered by the other filter settings to show which jobs fit the desired criteria Maynard Software Solutions Inc Shop Floor Control Maintenance Tables 9 End Date The user can enter a range of start dates and they will be filtered by the other filter settings to show which jobs fit the desired criteria Processing Button Definitio
20. from the Sales Order This will be the assembly location that is updated in inventory when the transaction is completed Quantity The quantity is pulled in from the Sales Order but it may be modified by the user Transaction Type This field should be pulled in first and defined as Schedule Job Date The Date field is the effective date of posting If this field is left blank the date will be defaulted to the current system date when the transaction is saved Zooming on the date field will display a calendar which allows you to select the desired date The date can be changed to affect different General Ledger periods Responsibility The user may assign the transaction to an employee in the Responsibility column Maynard Software Solutions Inc Shop Floor Control Schedule Job Transaction 31 Level This field allows the user to set how the sub assemblies will be exploded when the transaction is posted Top level Builds the assembly from the top level component items and sub assemblies therefore any components that are used to build the sub assemblies will not be affected when the transaction is posted Raw level Builds the assembly from the raw materials therefore the inventory quantities for the sub assemblies will not be affected when the transaction is posted Computed level The system reviews the on hand quantity to determine if the sub assembly may be pulled from inventory or if it needs to be built
21. ion 33 Additional Cost item keys are defined and created in the Maintenance Setup Tables section Standard Text If this source is selected then the component field zoom window will display all valid Standard Text keys The Standard Text is an 18 character key field that links to a free format note field Standard Text items will not affect posting in Transaction Processing they are for information purposes only on BOMP reports such as the explosion and listing reports The only field that is utilized by standard text items is the Component Item field The other fields may be entered but they are ignored by the system Field Definitions Component Item The Component Items listed on the Bill of Material as entered in the Bill of Material Entry file The user may add new delete and or change quantities of the component items Location Defaulted from the Bill of Material Entry file Quantity Used The components and quantities on this screen are defaulted based upon the assembly quantity and transaction level Quantity Damaged This column allows users to take damaged materials into consideration This column will default to zero for all components Any quantity that is entered into this field will affect inventory the same as the quantity used field The only difference is that the transaction type in Sage PFW will be different and the cost of the damaged items may apply to a different general ledger account number
22. l Screen The Transaction Processing Detail screen displays the component data for the selected transaction an assembly key quantity transaction type and transaction level must be entered before the detail information can be accessed This screen allows the user to modify the raw material quantities by adding items changing quantities and deleting items Any changes made to the component detail will only modify the current transaction Permanent changes to the component detail for an assembly need to be made through the BOM Maintenance program Once the detail has been created for a transaction the assembly quantity can not be changed The user has to delete the live transaction and re enter the same transaction with the new quantity Component detail is created when the user accesses this screen or prints a listing from the Transaction Processing screen Display Only Fields The user may view the Transaction Number Assembly Key and Quantity on the top of the screen Component Source The component source section allows the user to choose from the three available item types for a component Inventory If this component source is selected then the component field zoom window will display all valid Sage PFW Inventory items Additional Cost If this component source is selected then the component field zoom window will display all valid Additional Cost Items The Maynard Software Solutions Inc Shop Floor Control Schedule Job Transact
23. ler Move to Plater Start Date 02 03 2003 04 13 2007 04 18 2007 01 20 2003 03 28 2007 03 29 2007 01 13 2003 01 14 2003 01 01 3000 01 14 2003 01 14 2003 02 23 2004 02 23 2004 05 26 2004 01 14 2003 01 01 3000 End Date 04 13 2007 04 18 2007 05 01 2007 03 23 2007 03 29 2007 04 03 2007 01 01 3000 01 01 3000 01 01 3000 01 01 3000 Maynard Software Solutions Inc Shop Floor Control Scheduled Work Centers Report Page 1 of 1 Assembly Item EQUIP CLUBS ATLA SSET M STE M EQUIP CLUBS ATLA SSET M STE M EQUIP CLUBS ATLA SSET M STE M EQUIP CLUBS ATLA SSET M STE M EQUIP CLUBS ATLA SSET M STE M EQUIP CLUBS ATLA SSET M STE M HBPO1 C 1 1 HBPO1 C HBPO1 C HBPO1 C HBPO1 C 1 HBPO1 C HBPO1 C Schedule Work Centers 24 Import Transactions Overview The Import Transaction program imports either material or labor transactions from a comma delimited text file This is usually done through a bar code reader Choose the file and the type for the transactions The edit report must be run prior to importing Once the edit report is run choose the import button to move the transactions to the shop floor database Note We do not recommend any specific type of barcode reader It just need to be able to be formatted to read in comma delimited format with the fields specified in the Format for Barcode Files section a little later in this manual ka Import Transactions E
24. ns Process Selecting this button will process the data through the filters and show the results in the Job Data Maintenance Grid Clear This will clear all filter settings to the default values Save Selecting this button will save the current parameter settings You will be prompted to give a name to this parameter combination Then you can select this parameter set easily in the future Exit Selecting this option will exit the program and return you to the Main Menu Maynard Software Solutions Inc Shop Floor Control Maintenance Tables 10 The Job Date Maintenance Grid Li x File Edit Help ADMIN 1 13 2003 11 20 Ji 1 27 2003 2 7 2003 0000000091 2 3 2003 2 14 2003 0000000093 1 20 2003 1 31 2003 0000000111 1 13 2003 1 20 2003 0000000113 11 14 2003 1 24 2003 Assembly EQUIP CLUBS ATL4 SSET M STE M Highest BOM Sequence 10 Quantity 0 ADMIN PREMGL Job Date Maintenance Grid Menu Items File Menu Print F4 Selecting this option will print a Job Listing Summary Exit Selecting this option will exit the grid and return you to the Job Date Maintenance screen Edit Lookup F9 There is nothing to lookup here so this option should be grayed out Help Selecting this will bring up the help document where you will find pertinent information about the program Maynard Software Solutions Inc Shop Floor Control Maintenance Tables 11 Material Transaction Entry The Material
25. ou will need the following Y Hardware Requirements are the same as those for Sage PFW 5 5 Y Sage PFW 5 5 down to 5 1 Y Production Floor Tracking requires the same Sage PFW modules as BOMP Y Bill of Materials Processor BOMP module from MSS from IndustriOS Basic Functionality PFT allows users to track production status as the work order moves through the shop floor PFT provides detailed work in process status for both material and labor bill of material items The following outline will step you through PFT s basic procedures and functionality Each section references the pages of the manual containing more information and systematic procedures Process Flow Step 1 Install Software Follow the installation instructions outlined in the System Basics Manual which can be downloaded from our web site Step 2 Create and Select a Company The user may setup multiple companies and easily switch between each processing company For more information please refer to the System Basics Manual Step 3 BOMP The Bill of Materials Processor needs to be set up and you need to create your bills of materials For more information please refer to the BOMP Manual Maynard Software Solutions Inc Shop Floor Control Getting Started 2 Step 4 Create Schedule Job Transaction The Schedule Job transaction allows you to view sales orders and select an assembly item from the SO line items The transaction number is then cre
26. rd Software Solutions Inc Shop Floor Control Maintenance Tables 6 Employee Payroll Code If you are interfacing to a Payroll system such as Payware then enter the payroll code associated with the employee or sub contractor Employee or Sub contractor Select Box Define the entry as an employee or sub contractor If you select employee then you must fill in the appropriate address information If you select sub contractor then you will be allowed to select a Vendor Key and the address information will be filled with the vendor information as entered into Sage PFW s vendor file Address Tab The address tab allows you to enter the address and phone number information for the employee or sub contractor If you select a Vendor Key the address information will be populated with the vendor information as entered into Sage PFW s vendor file Employee Listing Labor Transaction Entry The Labor Transaction Entry screen allows the user to track labor for individual work order transactions The total hours are then used when completing the shop floor job The user can select a start end time or enter the total time spent on the job File Edit Help Dg orf transaction Number EQ 8 ADMIN 2 28 2005 1054 Transaction Number 00042 0001 Sequence o Employee Key D nard Start Time i30 B End Time 7 _ To
27. rmat Comma delimited file that contains 1 Transaction Number Required 2 Employee Key Required 3 Start Time Optional hh mm format 4 End Time Optional hh mm format 5 BOM Sequence Optional if Component included 6 Total Time Optional 7 Override Rate Optional 8 Component Optional if BOM Sequence included 0000000055 1 10 54 11 02 30 00034 0001 2345 10 00 11 30 0 1 5 10 PLANNING Maynard Software Solutions Inc Shop Floor Control Import Transactions 27 Budget Variance Report A third report will point out variances across jobs by item class with a drill down to item key Also by budgeted time additional cost items on the original BOM as compared to the actual time used for those This means that we could look at all jobs within a time frame or all jobs with the same finished goods item class within a time frame or all jobs with the same item key within a specified time frame Maynard Software Solutions Inc Shop Floor Control Budget Variance Report 28 Schedule Job Transaction Overview The Schedule Job transaction is the first transaction in the PFT sequence A job must be scheduled before material can be allocated The transaction number is then created from the sales order number and the line item number allowing you to easily track the work order all the way to shipping Scheduling the job will post a commit transaction to Sage PFW and open the work order The following defines
28. rsor to the next line of the entry area and allow a new item to be entered Pressing the down arrow key will also allow a new item to be entered Delete Row This button removes the current line item from the transaction detail The current line is displayed in a darker shade of gray When editing component detail for a transaction that applies to another transaction the Delete button will be disabled You can still effectively delete the component from the transaction by setting the Quantity Used to zero Maynard Software Solutions Inc Shop Floor Control Schedule Job Transaction 35 Lookup F9 The F9 option will zoom on the current field Secondary Output Screen Transaction Entry File Edit Serial Lot Help Secondary Output j emKey Location Quantity Cost Percentage 1 00 PREMGL This screen is used if you have an item that is a byproduct left after creating the finished good For more information please see the Secondary Output section of the BOMP Manual Maynard Software Solutions Inc Shop Floor Control Schedule Job Transaction 36 Pull Material Functionality Pull Material This will perform two transactions First it will do a move to WIP transaction Which should be posted the next time that transactions are posted Next it will load material transactions into the unposted transaction file to be used with the Complete Shop Floor Job transaction These will not be posted until the a
29. ssociated Complete transaction is posted This will use the same job number as the Plan Start Date transaction Maynard Software Solutions Inc Shop Floor Control Pull Material 37 Complete Job Functionality Complete Shop Floor Job This is similar to the current Manufacture transaction If the quantity is not the full amount that is being made and the complete flag is not checked then the user will be required to select one of the following options Manufacture partial complete per plan In which case the standard bill of material quantities are used The variances in the plan will be handled when the job is complete User defined quantities In this case the user is required to go into the detail screen Use all material and labor assigned to this point This would be used for jobs where you need to produce some large amount but only want to ship a little at a time so you manufacture some today and ship it perhaps storing some for later shipment and then manufacture more later If the complete flag is used then everything associated with the job is cleaned up Maynard Software Solutions Inc Shop Floor Control Complete Job 38 Maynard Software Solutions Inc Shop Floor Control e 39
30. tal Time 56 Bl Override Rate O y y O From Time Sheet M Labor Performed Date H Pasted test Maynard Software Solutions Inc Shop Floor Control Maintenance Tables e 7 Transaction Number The user may zoom on all open shop floor transactions and select the transaction for the item they are working on BOM Sequence The user may zoom on all additional cost items that were entered into the open work order You must select a labor item it you want the time to be applied to the open work order Employee Key The user may zoom to view a list of all employees or type in his her employee key Start Time Selecting the arrow at the end of this field will enter a start time for the labor tracking End Time Selecting the arrow at the end of this field will enter an end time for the labor tracking Total Time Selecting the arrow at the end of this field will calculate the total labor time spent on this item This field may also be manually entered Override Rate You may manually enter a labor rate to override the cost information entered into the additional cost maintenance table From Time Sheet Select this check box if the time was entered manually entered from a time sheet Labor Performed Date The date pulled will automatically be filled by the system when you save the labor information Maynard Software Solutions Inc Shop Floor Control Maintenance Tables 8 Posted This
31. tion Step 3 Skip Step 4 Jump to step 5 to continue processing Maynard Software Solutions Inc Shop Floor Control Getting Started 3 Processing Jobs by Assembly Item Number Step 4 Schedule Job Transaction by Assembly Item Open Transaction Entry and use the lookup on the Assembly field to choose the Sage PFW Item Key Next choose the Schedule Job transaction type enter the Starting and Ending dates for the transaction and save the transaction Processing All Jobs Step 5 Post the Transactions Post the new transactions entered in steps 2 and or 4 This will commit the components listed in the detail section of the BOM Step 6 Printing Reports You can now print the Production Work Order in BOMP and the reports from Shop Floor for this job The job number has been imported to the Shop Floor Module Step 7 Pull Material There are two ways to pull material a You can enter the Material in the Material Maintenance Program This is the preferred method b Orin Transaction Entry use the Apply Num lookup to choose the original schedule transaction Click on the Detail tab and edit the details to indicate the amount of detail pulled When this transaction is posted the material will be moved to Work In Process Step 8 Pull Labor Labor should be pulled by entering it in the Labor Maintenance Program Step 9 Close or Partially Close a Job To close a job open Transaction Entry and use the Appl
32. y Num lookup to choose the original Schedule Job transaction Change the transaction type to Complete Job And check the Complete checkbox Click on the detail and if the material or labor has been entered then you will be prompted to Manufacture all material and labor assigned Select no to use default BOM values To partially close a job do the same as above but leave the Complete checkbox unchecked Maynard Software Solutions Inc Shop Floor Control Getting Started 4 Step 10 Post Then Post the transaction Maynard Software Solutions Inc Shop Floor Control Getting Started 5 Maintenance Tables Employee Maintenance Overview The Employee Maintenance screen allows the user to define both in house employees and sub contractors This information is then applied when entering Labor or Material manually For more information please see Labor on page 7 and Material on page 12 s Employee Sub Contractor Maintenance 1 File Edit Dg 4 gt Employee Key al General Address Employee Key B Employee Name Fred Thompson Emp Payroll Code C Employee palke Sub Contractor rino GLSDEM P Employee Key The employee key is a numerical sequence defined by the system as the user inputs new employees Employee Name Enter a 1 30 character alphanumeric identifier for the employee or sub contractor Mayna
33. y been used by a posted transaction then an error message will appear and the number will have to be changed The transaction number may be generated using the Sales Order Number and the order line itemsequence by going into the BOMP modules Advanced Features Transaction Entry tab and checking the Relate Transaction to Sage PFW Order option If a transaction number is not assigned the program will auto generate a transaction number when the Save option is selected The system uses the Next Transaction Number which is set in the Defaults Maintenance screen Maynard Software Solutions Inc Shop Floor Control Schedule Job Transaction 30 Apply Num The Apply Number field is used when processing a transaction that is connected to a prior posted transaction The apply to number should be the same as the transaction number on all Backflush Disassemble Commit Move Commit and on any Move to WIP transaction not tied to a Commit or Move Commit transaction If the transaction applies to another transaction some Move to WIP all Manufacture all Undo then the apply to number is the number of the original transaction number When entering an apply to transaction start by zooming on this field and selecting the previously posted transaction number The program will pull the quantity and detail information from the original transaction Assembly The Assembly is pulled in from the Sales Order Location The Location is pulled in

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