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Production One Production One with SAP Business One User Guide

1. N on the BOM S Use Costing Adjustments Updates the Item Cost when a Receipt from Production is performed to reflect the current Production cost Create PO s as Drafts Purchase orders created as drafts for later approval Enabled Features Check the flags for the features which should be enabled while using Production One Excel Estimator check this flag to use Excel spreadsheets for sales quotes and would like to enter them into Business One sales quotes 14 of 63 Production One Version 2005 8 21 User Guide Place the Estimate Sales xls template file in the appropriate location within your SAP installation Typically c Program Files SAP SAP Business One Attachments or ExclDocs Adv Scheduling Check this flag to use the advanced scheduling module provided that it has been installed Scheduling Check this flag if to enable the Production One scheduler MTO Check this flag to create production orders or sub production orders using the MTO button from the sales order screen Logging Enables logging for trouble shooting purposes in the event that a defect is found in the Add On Generally this should not be enabled Production Orders Through Allows release of production orders in batches enter the date in the Prod Orders Through field and click Release to release all planned production orders entered into the system prior to the desired date Std Inv Pricelist The standard c
2. Pa 1Systems Solution Provic Production One Production One with SAP Business One User Guide Version 08 21 B1 Systems CHANNEL Suite B9 Arena Business Park 1Systems Nimrod Way cc ii j Ferndown Dorset BH21 7SH GOLD 1 of 63 Production One Version 2005 8 21 User Guide Table of Contents Production One for SAP Business One RIVET OCUCEIONN PENA T TEE ened EE E EE 3 About This Guide seco tiiess ce csess sev ands ses idee an iessaadncdi ena ewe oA seas 3 Contacting Navigator Business One Solutions 0 0 00 0 0 ccccceceeeeeteeees 3 What is Production Ome ooo ccc cc ccsccscescescesceseesecsscsecsecsscsssesceseeseesessseseeneens 4 Production One Features ccc cccccscescescescesecsecsscsscecsscesceseeseeseeseeseeseeees 4 Installation iaon a a a a a e e aaa ETa 6 Licensing the Software 0 o sesenesesnoeosorsesrerereresesesesesesisesesistseseststststsesrsrsrsrsnersrenss 11 ho 2 Anes er ane Oe Pa Eonar mn Dene ere ee eee 13 Production One Option 00000 000 ccc ccccscesceseeseesecsecsecsececeacescesseseeseesseseenees 13 Production One Options 0000 0 00 o ccc cccccccscescescesseseesecsecsecsecsssescesscsceseeseeseeeeseens 14 Resource ManagGeMe nl cece ccccssscesscessecesscessecesscessecesecesseceseeeseecesseeeeeeseees 17 Bill of Manufacturing ooo ccc ccc ccccecscsecseeseeesecseesesecsecseeeesecseeseseeseeseeeeseeseeaes 20 Productionin neniatn etal eee it nied sans Spud tw cin ea aes
3. Product Price USD 18 00 Click the ECN button to display all revisions for this BOM ECN List BOM Item LM4029P5 Description Lexmark 4029 Power Supply onp nofi 0o ojo nmo ojo I Select a row and click open to display the selected revision 40 of 63 Production One Version 2005 8 21 User Guide Revision Control ECN List ECNs O Open O Closed Both ECN ID Item Description Revision c LM4029PS Lexmark 4029 P B 06 01 07 12 31 99 2 gt LM4029PS Lexmark 4029 PiC 0 06 01 07 12 31 99 gt LM4029PS Lexmark 4029 Pi D 06 20 07 12 31 10 gt LM4029PS Lexmark 4029 PiF 06 24 07 12 31 07 gt LM4029PS Lexmark 4029 PiG 0 06 25 07 12 31 07 gt LM4029PS Lexmark 4029 PiH 0 06 27 07 12 31 10 Open Close Use the ECN Management menu to view all revisions for all items Select a row and click Open to view the ECN revision details 41 of 63 Production One Version 2005 8 21 User Guide Where Used When selected the Where Used button on the item master displays the Bills of Materials and Production Orders where the item is used Lexmark 4029 Power Supply KOKKE Items v Accessories v Basic Price List X USD 9 00 LM4029P5 a lEz O gt LM4029 Production i ji Backflush a a E 42 of 63 Production One Version 2005 8 21 User Guide Production One APS This is a new fe
4. quantity multiplied by unit price Indicates parent or child item Operation type Icon display A D M O P Item unit price Unit of measure Volume item master Labour wait time included in Quantity field total Warehouse code Weight item master Width item master Text 64000 characters Production One Version 2005 8 21 User Guide Appendix 3 This section intentionally left blank 63 of 63 Production One Version 2005 8 21 User Guide
5. 05 31 07 05 31 07 05 31 07 OverDue 9 TESTING 1 000 0 000 8 gt LM4029 50 05 31 07 05 31 07 05 31 07 OverDue 10 SHIPPING 1 000 0 000 9 gt LM4029 50 05 31 07 05 31 07 05 31 07 1 ASSEMBLY 1 000 1 000 D3 gt LM4029 50 05 31 07 05 31 07 05 31 07 OverDue 7 OUTSIDE SERVICE 1 000 1 000 gt 3 gt LM4029 50 05 31 07 05 31 07 05 31 07 OverDue 8 TESTING 1 000 3 000 gt 3 gt LM4029 50 05 1 07 05 31 07 05 31 07 OverDue 3 SHIPPING 1 000 0 000 10 c LM4029 50 06 01 07 06 01 07 06 05 07 1 ASSEMBLY 2 000 0 000 gt 10 gt LM4029 50 06 01 07 06 01 07 06 05 07 OverDue 7 OUTSIDE SERVICE 2 000 0 000 4h 4e OK Cancel Refresh Export To MSProject Create New Schedule Production Scheduler Schedule Options Schedule Type Forward finite The production scheduler is located in Production gt Production Scheduler 31 of 63 Production One Version 2005 8 21 User Guide Production Order The production order number used to drill down into the released production order Priority the priority assigned to the production order pulled from the priority user defined field on the production order under the general category PdO Start Date the date the production order is released to production PdO Due Date the due date copied from the production order OverDue signal for production orders that are late or have passed their due date PdO Line No the line number of the operation from the prod
6. ARRAN E C irs a aa Eis Ea Quote Header ER 4 E Type ltem No Item Description Qty Disc Price Total LC 1 O LM4029 Lexmark 4029 Printer Custom 3 0 1 1827 36 4933 672 2 059479 Installation 1 0 200 200 3 0 Mileage Mileage Expenses 65 o 0 35 22 75 15 16 17 18 19 M 4 gt gt SAP Quote SAP PdO Quote Line Ops mts lt Ready The business partner Quote Order Title information is passed into the Excel template from Business One Line Items are linked to user defined Excel worksheets for calculation of item number item description quantity discount percentage price total etc The Excel template has worksheets that are controlled by Excel Estimator for the quote The cells in these worksheets can be linked to user defined worksheets Once the sales quote template is complete click the Transfer to SAP button to copy the data from the template to the sales quote in Business One 50 of 63 Production One Version 2005 8 21 User Guide Alyi gt General v x Sales Quotation 4 Customer gt c20000 E No Primary 44 Kit Number Name Norm Thompson Status Open XL Est Document C Program Contact Person E Norm Thompson X B Posting Date 14 11 07 Pien piae x j usiness Customer Ref No Valid Until 14 12 07 One fittachm Local Currency v Document Date 14 11 07 ents QU44xls Contents k Logistics Accounting Item Service Type Item Sum
7. Optionally a new Schedule can create for the required Production orders Schedule View PdO No Item No Priority Released PdO Start Dat PdO Due Dat OverDue PdO Line No Resource Ce Est 8 LM4029 50 5 31 2007 12 5 31 2007 12 5 31 2007 12 0 ASSEMBLY 1 8 LM4029 50 5 31 2007 12 5 31 2007 12 5 31 2007 12 OverDue 6 OUTSIDE SE 1 8 LM4029 50 5 31 2007 12 5 31 2007 12 5 31 2007 12 OverDue T TESTING 1 8 LM4029 50 5 31 2007 12 5 31 2007 12 5 31 2007 12 OverDue 8 TESTING 1 8 LM4029 50 5 31 2007 12 5 31 2007 12 5 31 2007 12 OverDue 9 SHIPPING 1 9 LM4029 50 5 31 2007 12 5 31 2007 12 5 31 2007 12 0 ASSEMBLY 1 9 LM4029 50 5 31 2007 12 5 31 2007 12 5 31 2007 12 OverDue 6 OUTSIDE SE 1 3 LM4029 50 5 31 2007 12 5 31 2007 12 5 31 2007 12 OverDue 7 TESTING 1 9 LM4029 50 5 31 2007 12 5 31 2007 12 5 31 2007 12 OverDue 8 SHIPPING 1 10 LM4029 50 6 1 2007 12 0 6 1 2007 12 0 6 5 2007 12 0 0 ASSEMBLY 2 10 LM4029 50 6 1 2007 12 0 6 1 2007 12 0 6 5 2007 12 0 OverDue 6 OUTSIDE SE 2 10 LM4029 50 6 1 2007 12 0 6 1 2007 12 0 6 5 2007 12 0 OverDue 7 TESTING 2 10 LM40293 50 6 1 2007 12 0 6 1 2007 12 0 6 5 2007 12 0 OverDue 8 TESTING 2 10 LM4029 50 6 1 2007 12 0 6 1 2007 12 0 6 5 2007 12 0 OverDue 9 SHIPPING 2 11 LM 4029 50 6 16 2007 12 6 1 2007 12 0 6 30 2007 12 0 ASSEMBLY 4 11 LM4029 50 6 16 2007 12 6 1 2007 12 0 6 30 2007 12 OverDue 6 OUTSIDE SE 8 11 LM4029 50 6 16 2007 12 6 1 2007 12 0 6 30 20
8. Purchase Orders created 0 Note In this example the material components issue method is set to back flush or auto flush while resources are set to manual This allows the shop floor to manually enter actual amounts for direct labour and other resources Then when the reporting is completed or the receipt from production is entered the materials will back flush or auto flush The materials issue method can also be set to manual which would require the actual materials used to be entered into Business One by using the Issue for Production window Materials can also be Auto issued from Data Collect If Data Collect is used the Issue Method must be MANUAL on the BOM 26 of 63 Production One Version 2005 8 21 User Guide Production Order Status Production Order Type Standard Primary 37 Status Released v Order Date 06 26 07 Product No gt LM4029 ECN Rev Due Date 07 06 07 Product Description Lexmark 4029 Printer User manager Planned Quantity 1 UoM Origin Manual Warehouse oi Sales Order E 24 Customer ep C40000 Components Summary R S Type Item No Item Description Qty SA Rum Plan Issued Avail UoM WHS gt ASSEMBLY ASSEMBLY 637 004 HRS c DL 0 ca gt LM4029MC Memory Chip 864 ea 0 1 Eg gt LM4029PD Lexmark 4029 S00sheet paper drawer ey 923 ea 01 EJ gt LM4029SB Lexmark 4029 System Board ik 923 ea 01 v Not Started v EW gt mars Lexmark 4029 Power Supply 2 ea 01 Yes v Not Started v Ve OUTSIDE SERVICE OUT
9. Variance HO U G L Increase Account gt 52300000 01 001 01 WIP Inventory Account _ WIP Inventory Variance Account gt 13200000 01 001 01 gt 52500000 01 001 01 Gain Loss Inventory Variance HO U Inventory Work In Progress HO U WIP Material Variances HO USA G Expense Clearing Account gt 23600000 01 001 01 Accrued Freight amp Landed Costs HC Sales Credit Account gt 41100000 01 001 01 Purchase Credit Account gt 63900000 01 001 01 cancel Inventory account Applied labour Sales Revenues Domestic HO US Other Administrative HO USA GA gt Inventory Offset Increase Decrease account Same Applied labour or overhead account Reason In Production One when labour is issued a Goods Receipt transaction is created to add Resource inventory quantity so it can be issued Result The inventory account is both debited and credited resulting in a zero financial transaction at the Goods Receipt The Goods Issued transaction will decrease the inventory quantity with a debit to the WIP Inventory account and credit the Applied Labour Inventory account See Appendix 1 for detailed journal entry 16 of 63 Production One Version 2005 8 21 User Guide Resource Management Resource Management allows for the allocation of costs for Direct Labour Outside Services Rework and Setup to production orders Each resource creates an item
10. are recorded only when materials and or labour are issued in quantities greater or less than standard The above Journal Entry reflects materials labour issued more than standard 61 of 63 Production One Version 2005 8 21 User Guide Appendix 2 All available fields on the bill of manufacturing Bill of Manufacturing fields Comments Direct DL Cost Height Issue Method Item Description Item No Length Material Qty Media File OH Cost Operation Seq Operation Type Price List Quantity Run Time Scrap Pct Scrap Qty Setup Time Total Tree Type Type Unit Price UoM Volume Wait Time Warehouse Weight Width Work Instructions 62 of 63 Definition Line number Comments 254 Characters Y N Defines if line is purchased direct to Production Order Direct Labour cost Future Height Item master Back flush or Manual Description from Item Master Item Master code Length item master Quantity required for inventory materials only Attach a media file linked to Data Collect Overhead cost Future Operation sequence Defines the type of operation linked to Operation Type menu Defines the price list used to value the BOM Bi Quantity field used as total for material qty or labour qty Labour run time included in Quantity field total Scrap percent added to material quantity Scrap quantity added to material quantity Labour set up time included in Quantity field total Total value of line
11. master data record once it is entered into Business One After the resources are created they can be added to a BOM to enable resources to be tracked and their associated costs applied to the job The Resource Management screen is located under Production gt Resource Management NOTE It is not possible to import the resources so it is necessary to create these resources following the resource management process Resource Management Type Resource ID gt ASSEMBLY Direct Labor _ Outside Service Description ASSEMBLY Function 6 Operation Constraint Unit Cost 10 00 Overhead Pct 10 000 Overhead Amt 1 00 v Rework Setup Overhead Absorption Acct Dept ID Alt Resource ID 53500000 01 001 01 v Assembly v Scheduling Calender Mon Tue Wed Thu Fri Sat Sun Shift 1 Capacity 8 000 8 000 8 000 8 000 sooo 0 000 9 009 Shift 1 Start Time 07 00 Shift 2 Capacity 0 000 0 000 0 000 0 000 0 000 0 000 0 000 Shift 2 Start Time Shift 3 Capacity 0 000 0 000 0 000 0 000 0 000 0 000 0 000 Shift 3 Start Time Calendar Exceptions Cancel V Show in Data Collect NOTE Before creating resources it is recommended to uncheck the Auto Add all Warehouses to New Items field under Administration gt System Initialization gt General Settings gt Inventory tab This is to ensure that when Business One creates a new item master record only the warehouse s for the selected types of operations are added to the inventor
12. to the shop floor Export to MSProject see the explanation below Export to MS Project Optionally the production schedule can be exported to MS Project for further reporting and analysis MS Project functionality is available including Gantt charts as well as capacity histograms Ensure MS Project is installed and click the Export to MSProject button from the production schedule once the schedule is up to date W Microsoft Project Project1 E File Edit View Insert Format Tools Project Collaborate Window Help mE ETET co ia Lo Hirel ress Resources Track Report B ea Resource Task Name Jun 24 07 Name T W T F S S M T Ww T F T Ma 8 LM4029 0 2 Y dDdESERVICE 8 LM4029 6 Pa TESTING 8 LM4029 7 T Pg TESTING 8 LM4029 8 a Mg SHIPPING 8 LM4029 9 6 ASSEMBLY 9 LM4029 0 7 YY DdESERVICE 9 LM4029 6 al TESTING 9 LM4029 7 pa SHIPPING 9 LM4029 8 10 ASSEMBLY 10 LM4029 0 11 4 DESERVICE 10 LM4029 6 i P TESTING 10 LM4029 7 E Pa TESTING 10 LM4029 8 14 cae SHIPPINIG ant Mana aA tied I Jun 24 OF S M i Ww T F ASSEMBLY 9 _ Overallocated 2774 Allocatec A s00 F W Proposed 3 300 ft Resource Graph ameet Peak Units 700 AKE 33 of 63 Production One Version 2005 8 21 User Guide Create New Schedule See the explanation below Create a New Schedule
13. vg E a dala bas 23 Production Orders for Make to Stock 00 000 0 0 0cccc ccc ccs cescesceseeseeseeseseenees 23 Production Orders for Make to Order 0 0000oeeeeeeeeeessesesesrsreresrsrerrsrsrenese 24 Purchase amp Produce Direct to Production Orders 0 00 000001s0r0s1ssreres1e1 28 Scheduling and Reporting c ccc ccc cc ccccscesecsecsecsecsecseceecssceseeseesessecseseenees 31 Production Schequleri 5 3 ciickitintad ctiitirg ini reiiardinsnie i nudnunes 31 Export to MS Projece isn eA eS 33 Production Order Traveler o 0 0 00 00 0 ccccccccccccsccsccsscececsecsecsscesceseeseeseeseeseeseenees 35 ECN S amp Revision COMEIOD 0 0 ccc cece ccscescesceseesecsecsecsecsscsecesecssesecseeseeseeneens 38 Item Master Data ECN Managed Flag cccccccccssesesseseseeseeseeseseeseesees 38 ECN Management ic 25st sce c canst hed pict cok tee See oe Seen RAA 38 REVISION Control 45 0 4o haha hoon ere oes eae ee ORS 41 ECN SU ranen in u heal hace octets an A R ated ede tt 41 Where Used mu min in ET E E AA Ns Na TATO EA 42 Production One APSS io ceidiatent Badenian anew ies Pe 43 XL ESTIMATOR eae oann deans Seuss elo Io ee es 48 Lela aLe AEEA ess E eases an ee cae ade E EE E E AA 53 Accounting Transactions oo ccc ccscseseeecseeseesesceseesessesecsecsesecsecseeseseeseeaees 53 Issue for Production ccscescsscesceseesecsecsscsecsessssessesccaseseesecsecsecseenes 54 Receipt from Product
14. 07 12 OverDue 7 TESTING 4 11 LM4029 50 6 16 2007 12 6 1 2007 12 0 6 30 2007 12 OverDue 8 TESTING 4 11 LM4029 50 6 16 2007 12 6 1 2007 12 0 6 30 2007 12 OverDue g SHIPPING 4 12 LM4029 50 6 3 2007 12 0 6 3 2007 12 0 6 15 2007 12 0 ASSEMBLY 10 12 LM4029 50 6 3 2007 12 0 6 3 2007 12 0 6 15 2007 12 OverDue 6 OUTSIDE SE 10 12 LM4029 50 6 3 2007 12 0 6 3 2007 12 0 6 15 2007 12 OverDue 7 TESTING 10 LM4029 50 6 3 2007 12 0 6 3 2007 12 0 6 15 2007 12 OverDue 8 TESTING l Changes Only Note The form settings option under the production schedule allows a user to select the required column fields in the schedule view 34 of 63 Production One Version 2005 8 21 User Guide Form Settings Production Schedule k Options k Item No Priority Released PdO Start Date PdO Due Date gt LM4029 05 31 07 05 31 07 05 31 07 gt LM4029 05 31 07 05 31 07 05 31 07 gt LM4029 05 31 07 05 31 07 05 31 07 gt LM4029 05 31 07 05 31 07 05 31 07 gt LM4029 06 01 07 06 01 07 06 05 07 gt LM4029 06 01 07 06 01 07 06 05 07 gt LM4029 06 01 07 06 01 07 06 05 07 gt LM4029 06 01 07 06 01 07 06 05 07 gt LM4029 06 01 07 06 01 07 06 05 07 gt LM4029 06 16 07 06 01 07 06 30 07 gt LM4029 06 16 07 06 01 07 06 30 07 gt LM4023 06 16 07 06 01 07 06 30 07 gt LM4029 06 16 07 06 01 07 06 80 07 gt LM4029 06 16 07 06 01 07 06 30 07 gt LM4029 06 03 07 06 03 07 06 15 07 gt LM4029 06 03 07 06 03 07 06 15 07 gt LM4029 06 03 07 06 03 07 06 1
15. 200000 01 001 01 o6f28 o7 06 28 07 3862 Inventory Work In Progress HO USA GA Production Order LM4029 USD 84 00 06 28 07 52500000 01 001 01 WIP Material Yariances HO USA GA USD 84 00 06 28 07 58 of 63 Production One Version 2005 8 21 User Guide 4 CO C0 Appendix 1 Below are examples of Journal Entry postings from SAP Business One with Production One and Data Collect One Add Ons See the warehouse set up under Production One Options for recommended G L account set up GOODS RECEIPT Resource Labour entry from Data Collect One INVENTORY ACCOUNT INVENTORY OFFSET INCREASE 150 150 GOODS ISSUE Resource Labour entry from DataCollectOne WIP MATERIAL ACCOUNT INVENTORY ACCOUNT 150 150 OVERHEAD ADJUSTMENT Resource Labour entry from DataCollectOne INVENTORY ACCOUNT OVERHEAD ABSORPTION ACCOUNT 59 of 63 Production One Version 2005 8 21 User Guide 100 100 The overhead amount and G L account is defined on the Resource GOODS ISSUE Issue for Production WIP MATERIAL ACCOUNT INVENTORY ACCOUNT 100 100 GOODS RECEIPT Receive from Production INVENTORY ACCOUNT WIP MATERIAL ACCOUNT 200 200 RECORD VARIANCES AND CLEAR WIP ACCOUNT Production Order Close WIP MATERIAL VARIANCE ACCOUNT WIP MATERIAL ACCOUNT 60 of 63 Production One Version 2005 8 21 User Guide 50 50 Note Variances
16. 5 07 gt LM4029 06 03 07 06 03 07 06 15 07 gt LM4029 06 03 07 06 03 07 06 15 07 gt LM4029 06 16 07 06 03 07 07 15 07 gt LM4029 06 16 07 06 03 07 07 15 07 gt LM4029 06 16 07 06 03 07 07 15 07 gt LM4029 06 16 07 06 03 07 07 15 07 PdO No Item No Priority Released PdO Start Date PdO Due Date OverDue PdO Line No Resource Center Est hrs Act Hrs Est QTY Act QTY Start Date Start Time Finish Date Finish Time 0000000000000000 D0OCO M Status Export To MSProject Production Order Traveller The production order traveller can be printed using the report manager in Data Collect One which will be covered in more detail under the Data Collect section This is a Crystal Report pulling data from the production order and can be customized for the shop floor Optionally a new Schedule can be created for the required Production orders Production Order Traveler Prod Order 16 LM4029 Lexmark 4029 Printer Due Date 03 09 2007 Item Work Center Qty E eTe E Pace ee OUTSIDE 1 00 TESTING 1 00 ASSEMBLY 1 00 SHIPPING 1 00 Matsrialsi o o oos a LM4029MC 2 00 LM4029PD 1 00 LM4029PH 1 00 LM4029PS 1 00 LM40295B 1 00 35 of 63 Production One Version 2005 8 21 User Guide Produc
17. 5 of 63 Production One Version 2005 8 21 User Guide Labour Mapping Warehouses Setup Setup Warehouse Code LB General Expense Account Warehouse Name Accounting Account Code gt 63900000 01 001 01 Account Name Other Administrative HO USA GA gt Revenue Account gt 41100000 01 001 01 Sales Revenues Domestic HO US Inventory Account Cost of Goods Sold Account _ amp 53000000 01 001 01 gt 51100000 01 001 01 Allocation Account gt 23400001 01 001 01 Applied Labor Prod1 HO USA GA COGS Domestic HO USA GA Goods Received Not Invoiced HO L Variance Account gt 52400000 01 001 01 Gain Loss Price Variance HO USA C Price Difference Account gt 52600000 01 001 01 Negative Inventory Adjustment Acct gt 52300000 01 001 01 Inventory Offset Decrease Account 5S2300000 01 001 01 Price Variance Moving Average HO _GainfLoss Inventory Variance HO U Gain Loss Inventory Variance HO U Inventory Offset Increase Account 53000000 01 001 01 Applied Labor Prod1 HO USA GA Sales Returns Account gt 13500000 01 001 01 Exchange Rate Difference Account gt 81600000 01 001 01 Goods Clearing Account gt 13900000 01 001 01 Inventory Returns HO USA GA Rounding HO USA GA Goods Clearing Account HO USA G G L Decrease Account gt 52300000 01 001 01 Gain Loss Inventory
18. 70 00 USD 270 00 aaa C Display inFc LI Display in SC ancel Template 56 of 63 Production One Version 2005 8 21 User Guide The journal entry for the Issue to Production transaction will be the same for both the manual issue and the auto issue method Production Order Summary Production Order Primary 40 Order Date 06 21 07 ECN Rev Due Date 06 25 07 User manager Origin Manual Sales Order gt 28 Customer c C41000 Type Standard Status Closed Product No gt LM4029 Product Description Lexmark 4029 Printer Planned Quantity 2 UoM Warehouse o gt 01 Components J Summary Costs Quantities Actual Component Cost USD 570 00 Planned Quantity Actual Additional Cost Completed Quantity Actual Product Cost gt USD 486 00 Rejected Quantity Total Variance USD 84 00 Variance Per Product USD 42 00 Variance 17 284 Due Date 06 25 07 Actual Closing Date 06 28 07 Dates Journal Remark c Production Order LM4029 Overdue 3 Remarks Lexmark 4029 Printer a The Production Order Summary tab displays the actual cost compared to the product cost Once the status is changed to closed Business One creates a journal entry to post any variance amount to the WIP Variance account and to clear WIP Drill down using the golden arrow for the journal remark to review the journal entry below that captures the variance 57 of 63 Production One Version 2005 8 21 User Guide Primary 382 Pwo 400 gt 13
19. CN Rev Lexmark 4029 Printer UoM Item Description ASSEMBLY Primary 40 Order Date 06 21 07 Due Date 06 25 07 User manager Origin Manual Sales Order c 28 Customer ep C41000 WHS 681 83 HRS gt DL Issue M Manual EJ gt mozme Memory Chip 150 ea 01 Manual EJ gt m4029 Lexmark 4029 500sheet paper drar ea 01 Manual gt LM40295B Lexmark 4029 System Board ea gt 01 Manual gt LM4029P5 Lexmark 4029 Power Supply ea gt 01 Manual EJ imao29rn Lexmark 4029 Printer Head ea 01 Manual Eej OUTSIDE SERVICE OUTSIDE SERVICE gt 05 Manual E gt testinc TESTING DL Manual 4 4 44 4 4 4 4 SHIPPING Nf SINININ N gt DL Manual EJ gt serine EJ Employee Tom Brady Resource l TESTING Prod No Item ID Type Resource Run Time Wait Time Total Time LM4029 TESTING 1 Post to Prod Select Prod Orders The screen shot above shows the manual issue for labour using Data Collect One 1 Total Rows Returned v 2005 4 7 0 from the shop floor with a touch screen When labour is issued to a job from 54 of 63 Production One Version 2005 8 21 User Guide Data Collect inventory for the labour resource is automatically received and then issued to work in process Below is the screen shot of the journal entr
20. SIDE SERVICE 75 gt os Yes v Not Started v EA gt imaoz3eH Lexmark 4029 Printer Head 313 ea ot Not Started v EJ gt testine TESTING 673 HRS DL Not Started v EJ amp suieeine SHIPPING 78 HRS DL Not Started v EJ gt testine TESTING 679 HRS amp DL Not Started v gt gt Remarks Lexmark 4029 Printer Cancel Start Date Finish Date Data Collection or Labour Ticket Entry completes the actual start finish dates Status the labour status can be changed anytime in this field There are four options for the status for each component or step in the production order not started in process cancelled or finished When the completed quantity is reported for operations the labour status changes to Finished automatically Once all components have been issued follow the standard Business One functionality to receive the finished goods into inventory and close the order The Auto Receive functionality in Data Collection One can also be utilized to receive the finished good into inventory 27 of 63 Production One Version 2005 8 21 User Guide Purchase amp Produce Direct to Production Orders In Production One it is possible to create Purchase Orders and or Sub Assembly production orders from a released Production Order See Set up section for additional explanation To create a purchase order from a job Produc
21. Time Run Issued Avail UoM WHE gt ASSEMBLY ASSEMBLY 15 1 603 3HRS DL gt LM4029MC Memory Chip 2 49 ea Ol c LM4029PD Lexmark 4029 500s 1 I 89 ea Ol gt LM40295B Lexmark 4029 Syste 1 79 ea ol j LM4029P5 Lexmark 4029 Powe 1 l 31 ea Ol LM4029PH Lexmark 4029 Print 1 j 8 ea Ol OUTSIDE SERVIC OUTSIDE SERVICE 1 il ili all 28 DYS O TESTING TESTING 2 ji i 94 HRS D gt SHIPPING SHIPPING 1 71 HRS DL j EI 3 Ei 5 E pl s Em iof E l E a Remarks Cancel Enter the Product No Planned Quantity and the Due Date and Click Add Note When the PdO has been created all data from the Bill of Manufacturing will be copied to the Production Order An error message will be displayed if the user attempts to modify any field prior to the PdO creation Production Orders for Make to Order The sales order drives production for a Make to Order MTO job and includes an Estimated Time to Deliver ETD which can be used to create a production order directly from the Sales Order Note The ETD is calculated by a formula that considers the BOM and all its operations the materials required and the stock on hand Materials not on the appropriate lead time will be determined All these factors are processed to calculate the earliest estimated delivery date Note the formula does not consider manufacturing capac
22. access to given Add On 12 of 63 Production One Version 2005 8 21 User Guide Setup Production One Options Production One provides setup options from the Administration module go to Setup gt General gt Production One Select the appropriate warehouse for Wait time Direct Labour Setup Outside Services and Rework This is done so each type of labour is managed by its own set of GL accounts NOTE Warehouses must be defined before labour can be mapped to the appropriate warehouse It is recommended the appropriate labour absorption GL accounts be created and mapped to the appropriate warehouse The default GL accounts from the warehouse will determine the general entries for each resource type It is recommended to create GL accounts for applied labour to be set as the default inventory account in the warehouses for direct labour and rework It is also recommended to use the applied labour GL account as the default for the inventory offset increase decrease account in these warehouses See Appendix 1 for more information 13 of 63 Production One Version 2005 8 21 User Guide Production One Options OEC Computers manager 2008 04 Modules Drag amp Relate User Menu El Administration El Choose Company Exchange Rates and Indexes J System Initialization e Setup E General Password Administration Users Change Password A AA E Sales Employees Territories 0 i Com
23. all Id Your Installation ID Users Number of user licenses required While the License is being processed the Add On will be available in the 30 day trial mode with full functionality When the license is available start and stop the Add On or log out and back into SAP when the registration screen prompts for the license again past it into the Serial Number field which will turn green 11 of 63 Production One Version 2005 8 21 User Guide Register ReportOne Product NB one i Navigator Serial Number 30452 F 4354 554B6 00069 licenses 0 Ihave read and agree to the terms and conditions of the Navigator EULA soreement 28Trial Days Remaining Review the terms check the box to agree to the EULA and then hit register It is necessary to assign users to the available Licenses up to the number of licenses obtained On the main menu click Administration gt License gt NBS License Manager NBS License Manager Instalation ID 000000000310396495 Users NBS ADD ons E Show Deleted Users User add on used available LJ 4 LJ x LJ LJ LJ LJ LJ LJ ProductionOne O a LJ z e Se Select the user that to whom the license applies to Click on the gold arrow to view the details Apply the licenses to the users and hit update When finished either log off then on to SAP or stop and start the Add On using the Add On Manager Now the selected users will have
24. ature of Production One which allocates the resource requirements for a particular operation In order to use this option select the Advance Scheduling option on the Production One options screen Goto Production gt Production One APS Two options are available Production One APS and Resource Capability Click on the Resource Capability option Following screen pops up Resource Capability Code 1 Name Welding1 Description Welding Operation Code Name Description 1 Welding1 Welding Operation 2 Fitting Fitting Operation 3 Welding 2 Arc Welding 4 Drilling Drilling Operation z Sewing Sewing Operaation 6 Packing Packing Operation ENE EEN In this screen resources can be added to accommodate new or changing processes In the add mode Type in the Code name and description which will add the resources Double click on a line item and edit resources Next is the Resource Management form Select the Constraint option and add an Employee Make sure that the Overhead Absorption account is selected Select Applied Labour 43 of 63 Production One Version 2005 8 21 User Guide EMP 104 Bill Levine Unit Cost 20 00 Overhead Pet 10 000 Overhead Amt 20 00 LJ 53000000 01 001 01 z Saal owo 0 000 owo 0 000 0 000 0 000 0 000 Shift 1 Start Time ooo omo 0 000 0 000 ooo owo 0 000 Shift 2 start Times ooo owo 0 000 0 000 ooo owo 0 000 Shift 3 Sta
25. ck Direct Labour Overhead Materials Setup Wait Scrap Outside Services amp Rework Purchase amp Receive materials direct to the Production Order Make amp Issue Productions orders for sub assemblies based on the master assemblies Bill of Manufacturing Process labour time cards through batch data entry Track Projects through Sales Orders to Purchase Orders to Production Orders e Touch Screen and Bar Code Data Collection Automate data collection of production data Touch screen terminals or wedge bar code scanners Back flush Auto Issue Materials by Operation View work instructions drawings documents videos on the shop floor e Quality Management Simple flexible means for collecting quality data on the shop floor Track Scrap and Rework and Reasons Codes e Engineering Change amp Revision Control 4 of 63 Production One Version 2005 8 21 User Guide Engineering amp revision control to items Bill of Manufacturing Item Where Used for BOM S and Production Orders e Quoting amp Estimating XL Estimator attaches an estimating spreadsheet template to Quotes and Sales Orders e Reporting Utilizes Standard Business One Reporting Query Wizard XL Reporter Drag and Relate Includes Shop Traveller amp Shop Dispatch Reports Crystal One Work In Process WIP amp Production Job Cost reports Export to MS Project e Multilingual Localized and Translatable
26. create purchase orders or subassembly production orders directly to this production order Then select the appropriate option to Create Sub PdO Purchase to PdO or Create All Direct Items The documents resulting from the direct transaction s will be referenced and issued direct to the production order 28 of 63 Production One Version 2005 8 21 User Guide Notice the PO that the NBS Prod Order ID field references production order 70 A imazses Lexmark aogs70 89 00 ooo rs ee 29 of 63 Production One Version 2005 8 21 User Guide Once the Goods Receipt has been processed the materials will automatically be issued to production order 70 al Ea 2 r anny ey a ee ee E sd Buyer No Sales Employee Owner O 44 30 of 63 Production One Version 2005 8 21 User Guide Scheduling and Reporting Production Scheduler The production scheduler shows all open released production orders along with the expected start and finish dates The schedule can be viewed in report format and edited before publishing it to the shop floor Currently the only schedule type available is Forward Infinite Meaning the schedule plans forward for the total hours a job requires Infinite means the scheduler is loading infinite jobs into the schedule regardless of actual production capacity If capacity planning is required then contact Navigator
27. d Absorption Account The GL account used to post overhead absorption Note The list of GL accounts will include only the accounts set up in drawer 5 Cost of Goods Sold Show in Data Collect Check this box to enable the resource in Data Collect Dept ID Can be assigned to a specific department for reporting purposes Scheduling Calendar Allows for the scheduling of shift capacity for up to three shifts and the start time of each shift In this example the first shift starts at 8 00 and lasts for 8 hours Calendar Exceptions Allows for holidays and scheduled down times to not be included in capacity calculations to add holidays click the selection icon and simply add the holidays Note Only operations are added to the Item Master constraints are not However it is possible to designate neither in which case the resource is not added to the Item Master If it is designated as an operation it will be added to the Item Master if it is then designated as a constraint it will not be added to the Item Master 18 of 63 Production One Version 2005 8 21 User Guide Example of Item Master record for Assembly resource Item Master Data Item Number Description Desc in Foreign Lana Item Type Item Group Price List General Purchasing Data Sales Data Tax Liable Manufacturer Additional Identifier Shipping Type Serial and Batch Numbers Manage Item by L Walid C On Hold None ASSEMBLY ASSEMBLY Ite
28. e Add On settings for Production One as follows Administration gt Add On gt Add On Manager Add On Manager Installed Add Ons Pending Add Ons Add On ID Partner Name Add On Name Status Group Version 3 Navigator ServiceOne Connected Automatic 2005 01 04 v OK Start Stop Click Start to start the Add On and then OK Then Restart SAP NOTE Now that the Add On is set to start automatically with SAP the first time that S AP is started a database initialization process will run This may take anywhere from 10 seconds to 1 minute During this time stored procedures and additional fields and data are being added to the database 10 of 63 Production One Version 2005 8 21 User Guide Licensing the Software Navigator licenses are required to run any version of Production One Here is a brief overview of how the licensing works When the Add On runs for the first time and until the trial period has expired unless a valid License Key is entered the following screen will appear Register ReportOne pisar O s Salutes Serial Number i Licenses 28Trial Days Remaining Click on the copy Button to the right of the Installation ID field Then Paste the info into an Email and send it to LicenseRequest nbis com Example Info copied to the clipboard Please Email the Following Information to LicenseRequest nbis com Company Name Product ID ProductionOne Inst
29. ements button on the BOM form displays the resource requirements for all the resources as shown below Resource Requirements BOM Requirements Document Lm4029 Operation ASSEMBLY Requirement Suffix 1 Requirement Operation Number 23 Required Capability Welding 2 y Required Default Resource None X Comment Required for Assembly Operation Primary Requirement Yes Used During Setup Only v Attention Percentage 20 000 Suffix ReqdOp Comment Reqd Capability Default Resource PrimaryReq Used During Attn Pet Scheduled Resource Required for Assembly Operation Welding 2 None Setup Only 20 000 OUTSIDE SERVICE Pack Carefully Packing Bill Levine Y Setup Run and Post Processing 50 000 OUTSIDE SERVICE Sew if it is Clothing Sewing Brad Thompson N Setup and Run 50 000 Requirement Operation Number Give this a unique number Requirement Document Displays the item whose BOM is selected Operation Displays the particular operation Resource Capability Select from a list of capabilities that were defined in the resource capability table 46 of 63 Production One Version 2005 8 21 User Guide Primary requirement Set this to Yes or NO Required Default Resource Set this accordingly Used during Select Setup only Setup and run Setup Run and Post Processing as needed Attention Percentage Can be given a value a
30. ies created by the labour entry Journal Entry Series Number Posting Date Due Date Doc Date Ref 1 Ref 2 Trans Code Remarks Primary 328 06 27 07 06 27 07 06 27 07 91 Goods Receipts Origin Origin No Trans No Template Type Template Indicator Project c SI 91 328 X v Exchange Rate D Expand Editing Mode G L Acct BP Code Name Debit Credit Due by gt 53000000 01 001 01 Applied Labor HO USA GA USD 66 00 06 27 07 2 gt 53000000 01 001 01 Applied Labor HO USA GA USD 66 00 06 27 07 USD 66 00 USD 66 00 Cancel Display in FC Display in SC Cancel Template Data Collect generates a Good Receipt transaction for the labour quantity issued Above is the Journal Entry for the transaction Note The labour cost includes the labour rate and overhead percent and or amount The overhead is then reversed from the labour in the overhead journal entry Data Collect generates an Issue for Production transaction for the labour quantity issued Above is the Journal Entry for the transaction Note The labour cost includes the labour rate and overhead percent and or amount The overhead is then reversed from the labour in the overhead journal entry Generates a Journal Entry for the overhead amount as defined on the Resource Above is the Journal Entry for the transaction 55 of 63 Production One Version 2005 8 21 User Guide Receipt from Pr
31. ion ccc ccccscseesessesseseescecseeseescsecsessesecseeseeeeseeseees 56 Production Order SuMmmMary 0 0ccccc ccc ccc ccscescsscescesceseeseeseesseseeseens 57 TaN ALe b Get EASE BP ERCP Radio San EEEE TEE EE eee 59 fo 01 1 114 be Sanne nO a DRE oT a en ar eee a ee eee eee ee ree ee 62 Appendia oeir Oe a ETNA a 63 2 of 63 Production One Version 2005 8 21 User Guide Introduction About This Guide This guide will outline the additional screens and functionality provided to SAP Business One by Bi Systems Production One Add On This guide will also provide how to steps for the processes of Production One It is assumed that readers of this manual will have a basic understanding of SAP Business One Contacting B1 Systems B1 Systems Ltd Suite B9 Arena Business Park Nimrod Way Ferndown Dorset BH21 7SH Phone 0 870 933 4561 Fax 0 870 933 4562 Email sales bisystems co uk 3 of 63 Production One Version 2005 8 21 User Guide What is Production One Production One Features Production One extends SAP Business One production to full manufacturing by extending Business One functionality and adding some new features outlined below e Job Costing amp Scheduling Make to Stock Supports MRP Order Recommendation Report Make to Order Create Production Orders from inside Order Entry for Specials Resource Work centre Operations for scheduling amp costing production orders Tra
32. ion checked and click OK 6 of 63 Production One Version 2005 8 21 User Guide The following screen will appear Click on Next to continue install AddOn Installation Wizard 7 of 63 Production One Version 2005 8 21 User Guide Click on Install to continue AddOn Installation Wizard C Program Files SAP SAP Business OneAddOns NBS Click on Finish to complete the Installation Wizard On the screen below Click on Yes to complete the Add On installation provided that the Installation Wizard has been completed successfully 8 of 63 Production One Version 2005 8 21 User Guide Change the Add On settings for Production One as follows Administration gt Add On gt Add On Administration Add On Administration Company Preferences User Preferences Available Add Ons Company Assigned Add Ons ID Add On Name Version 4 MatrixEntry 2005 03 31 Order Add On Name Version Default Group Force Install Active 1 ServiceOne 2005 01 0 Automatic F O ProductionOne 2005 08 2 Automate v I 4 al z Remove Add On end Notification to Users ee Register the Add On to the company and change the default group from Manual Automatic This will load the Production One Add On each time that SAP is used Click on Update followed by OK to complete the configuration process 9 of 63 Production One Version 2005 8 21 User Guide Change th
33. ity To create the Production Order from the Sales Order 24 of 63 Production One Version 2005 8 21 User Guide Customer gt lt 40000 No Primary 3i Name Earths aker Corporation Status Open Contact Person amp Daniel Brown v a Posting Date 04 07 08 After the sales order has been added into Business One highlight a line item in the main window and click MTO Make to Order to create the production order The production order now appears in released status and is ready for the shop floor Notice the Sales order is linked to the production order as well as the customer C40000 ETD Production One automatically estimates the delivery time according to the production schedule 25 of 63 Production One Version 2005 8 21 User Guide ETD J Gl amp Part ID L429 Description Lexmark 4029 Printer Quantity Needed 1 000000 Start Date 4 7 2008 Finish Date 4 7 2008 83 In Stock in WH 01 Committed 125 Ordered 73 Available 31 PdO Series This is a new feature of Production One wherein it now supports using different numbering series on documents it creates PdO series can be created and selected to differentiate different production series After all the components have been issued for the production order and the order is closed the finished goods will be received into inventory and the sales order can be delivered System Message Sub PO Pdo i Production Orders created 1
34. le Production Data Phantom Item Manufacturer Compaq v Issue Method Backflush v v Alvi gt i General v x XL File Path C Program Files SAP SAP XL Estimated Yes X Alt Resource ID Weekly Capacity 0 000 Overhead Percent 0 000 Overhead Amount 0 00 ECN Managed Not ECN Managed X Configured Item No Matrix Attr 1 Matrix Attr 2 Matrix Attr 3 Matrix Bar Code Matrix Parent Style Matrix Prefix Code Matrix Style Master v Job Costing Clearing Account Web Time Entry Non Billable Default Analysis 1 Default Analysis 2 Then make visible the item master data user defined fields and map the XL file path UDF to the XL template that is saved in the SAP Business One attachments folder Designate the item as Yes in the XL Estimated user defined field and now the XL template can be used to generate sales quotations in Business One Sales Quotes Create the sales quotation and enter the item that was created for the XL Estimator XL Printer 48 of 63 Production One Version 2005 8 21 User Guide c20000 Norm Thompson Norm Thompson 0 000 T a Sales Employee BradThompson amp Owner Thompson Brad Then the XL template will appear and allow for updates or changes as shown below 49 of 63 Production One Version 2005 8 21 User Guide E 54EBB79C 1726 46CD 9A94 C4DEC7 2EAB33 Sales Estimate xls E File Edit View Insert Format Tools Data Window Help
35. mary Type No Summary v ItemNo Item Description Quantity Unit Price Discount Rate Price after Discount Production Range gt LM4029 Lexmark 4029 Print 3 5D 1 827 36 10 000 USD 1 644 62 z gt 59479 Installation 1 USD 200 00 0 000 USD 200 00 amp gt Mileage Mileage 65 USD 0 35 0 000 USD 0 35 Le 0 000 KO User Defined Print v SARS EMOENAA Brad Thompson total Before Discount USD 5 156 61 f c A 5 i Owner Thompson Brad Discount ene eon Freight gt USD 5 00 Rounding Resale Tax USD 489 88 Total USD 5 651 49 Edit XL Cancel ETD Copy From Copy To w XL Estimator updates the sales order s quote line items with the estimate data for item no description price etc based on the XL Est Document file that is saved in the user defined fields The XL Estimator xls file is saved unique to this quote and is available for editing later When a quote is copied to a sales order the MTO Make to Order function enables a production order to be created from the estimate 51 of 63 Production One Version 2005 8 21 User Guide Sales Order Customer c c20000 Name Norm Thompson Contact Person gt Norm Thompson X B Customer Ref No Local Currency v Contents Logistics k Accounting Item Service Type Item No gt LM4029 Lexmark 4029 Printer 3 01 JSD 1 827 36 No Primary 199 Status Open Posting Date 14 11 07 Delivery Date 14 11 07 Document Date 14 11 07 Summary Type No Summa
36. mission Groups Predefined Text Freight Production One PdO PO Options 4 gt lt gt Production One Operation Type Mapping Wait Direct Labor Setup Outside Service Rework Enabled Features C Excel Estimator Adv Scheduling Scheduling MTO Button iv iv Logging Ok Cancel m PdO PO Options Prod Orders Released Auto Create Direct Sub PO PdO Copy WH to Sub PO Pdo m m m Use Costing Adjustments Create POs as Drafts Prod Orders Through Release Language English Std Inv Pricelist v Refresh Procs Initialize DB Initialize BOMs Production Orders Released Production orders are automatically released for production at the time the orders are created either from a Sales Order or the MRP Recommendation Report When this option is selected Auto Create Sub PO PdO Check this box to enable the option to create Purchase Order s and sub assembly production orders with the MTO button from the Sales Order screen NOTE To use this option select either Y or N in the direct field on the bill of manufacturing for each component In order to create sub PO s or PdO s with the MTO button the direct flag must be set to Y for the items or sub assemblies on their BOM s and the Issue method must be Manual Each component not produced or purchased direct to the job must be flagged as
37. ms Labor v Basic Price List Compaq Federal Express EM 19 of 63 Refresh Bar Code v Unit Price Stock Item _ Sales Item L Purchased Item L Fixed Assets ECN Managed USD 12 00 Stock Data Planning Data Properties Remarks Production Data L Phantom Item Issue Method Manual Where Used Production One Version 2005 8 21 User Guide Bill of Manufacturing Production One adds several options to the SAP Business One Bill of Materials Production One makes it possible to not only add raw materials to the BOM from the item master data but also operations from the resource master data like direct labour and outside services which is why in Production One the BOM is redefined as the Bill of Manufacturing Bill of Manufacturing Product No gt Lm4029 X Quantity 1 Warehouse c01 Product Description Lexmark 4029 Printer L ECN Managed ECN Rew BOM Type Production v Price List Standard Cost v Drawing File C Program Files SAP SAP Business One Bitmaps E S Type ItemNo Item Description UoM WHS IssueMethod Qty SA Run Total OpCode Direct Work Instr 3 10 iM ie LM4029PD Lexmark 4029 500sheet paper drawer e f ajo EE gt mazs Lexmark 4029 System Board 5 fio gt LM4029P5 Lexmark 4029 Power Supply 6 10 EJ gt LM4029PH Lexmark 4029 Printer Head z 20 KJ gt OUTSIDE SERVICE OUTSIDE SERVICE 8 2 EJ testing TESTING 3 30 E gt testins TESTING i040 EJ gt s
38. ncel _ECNs Refresh The above example is an item under revision control A change has been made to the BOM and will be updated to implement the change Click the Update button and the ECN Management screen will be displayed ECN ID Item LM4029P5 Tree Type P Warehouse 01 O Direct Cust ID Prod Order 36 Status O X Reason Change Create Date 06 27 07 Approval Date Begin Effectivity06j 27 07 End Effectivity 12 31 10 Remarks New Rev H OldRev G Price List a Quantity 1 000 Drawing File T DIRECT ASSEMBLY MATER LM40294CA4 MATER LM40294PCD DIRECT TESTING Enter the Begin and End Effective dates New Rev Number Alphanumeric and enter any comments 39 of 63 Production One Version 2005 8 21 User Guide Click Add to add the new revision Below is the updated BOM with new revision Product No gt LM4029P5 X Quantity 1 Warehouse c01 Product Description Lexmark 4029 Power Supply ECN Managed ECN Rev Production X Price List Standard Cost X Drawing File 0 3 scriptio laterial Q R Mail WHS Issue Mel nit Price Tota EMBLY ASSEMBLY HRS amp DL Manual USD 2 00 USD 2 00 E gt LM4029ACA Lexmark 4029 AC Adaptor ea amp 01 Backflush USD 3 00 USD 3 00 gt LM40294PCD Lexmark 4029 AC Power Cord ea amp 01 Backflush USD 4 00 USD 4 00 gt TESTING TESTING HRS amp DL Manual USD 6 00 USD 9 00 K D 7
39. oduction The screen shot below shows the Receipt from Production journal entry Journal Entry Series Number Posting Date Due Date Doc Date Ref 1 Ref 2 Trans Code Remarks Primary 381 06 28 07 06 28 07 06 28 07 111 we Receipt From Production Origin Origin No Trans No Template Type Template Indicator Project SI 111 381 v C Exchange Rate D Expand Editing Mode aL ode Name debi redit Due b 13400000 01 001 01 Inventory Finished Goods HO USA GA USD 486 00 06 28 07 gt 13200000 01 001 01 Inventory Work In Progress HO USA GA USD 486 00 06 28 07 USD 486 00 USD 486 00 aS eS C Display inFC LJ Display in SC Cancel Template The journal entry for the Receipt from Production transaction will be the same for both the manual receipt and the auto receipt method The journal entry below shows the Issue to Production transaction Journal Entry Series Number Posting Date Due Date Doc Date Ref 1 Ref 2 Trans Code Remarks Primary 378 06 28 07 06 28 07 06 28 07 83 Issue for Production Origin Origin No Trans No Template Type Template Indicator Project sO 83 378 v C Exchange Rate D Expand Editing Mode Name Inventory Work In Progress HO USA GA gt 13100000 01 001 01 Inventory Raw Material HO USA GA USD 220 00 06 28 07 gt 13400000 01 001 01 Inventory Finished Goods HO USA GA USD 50 00 06 28 07 USD 2
40. on the Quote and subsequent Sales order 52 of 63 Production One Version 2005 8 21 User Guide Reporting Reports in Production One can be created using several reporting tools The Query Wizard Drag amp Relate XL Reporter and Crystals Reports can all be used to create custom reports Note the XL Reporter dashboard included with the demo database is a template Accounting Transactions Production One accounting transactions are done using the SAP Business One s journal entry program The Issue for Production and Receipt from Production transactions and related journal entries are viewable the Summary Tab of the production order See the set up section for recommended G L account designations Also see Appendix 1 for further explanation of journal entries Production One enables labor to be entered on the Bill of manufacturing allowing labor costs to be tied to a production order This is made possible by the resource management setup which allows for the allocation of Direct Labor Outside Services Rework and Setup costs to production orders Each resource creates an item master data record so it can be added to the cost of the BOM 53 of 63 Production One Version 2005 8 21 User Guide Production Order Standard Released o gt LM4029 Type Status Product No Product Description Planned Quantity 2 Warehouse gt 01 Components k Summary Item No a gt ASSEMBLY Example of a Production Order P E
41. ost price list is used in the goods receipt transaction for labour when it is posted through Data Collect This happens because a labour is not stored in inventory so Data Collect receives the labour into the warehouse and then issues it automatically to the job Business One uses the standard cost price list in the goods receipt transaction Production One uses the standard cost price list in the goods receipt assuming that it matches the actual item cost The standard cost list is also used to calculate the standard BOM cost and also to roll up the total cost of each component Refresh Procs Used to force initialization of the database for Production One user defined tables fields and objects Initialize DB Used to force initialization of the database for Production One user defined tables fields and objects Initialize BOM s Initializes all BOM s that were entered in Business One prior to installing Production One and will update necessary user defined fields and quantities to the BOM S for use with Production One The initialize process allows the user to update a group of BOM s or a single BOM selection The initialization process can take a significant amount of time depending on the quantity and complexity of any existing BOM s Note Place the Bitmap files in the c Program Files SAP SAP Business One Bitmaps directory to display Icons for Item type in a BOM NOTE Setup warehouses to be referenced in the Labour mapping 1
42. ri Tene Prsh Ove D ASSEMERY ASSEMBLY DEPARTMENT 20 HRS SD NARI O OMA j 2 D LMATRACA Lanmark 429 AC Adaptor 90 gt D gt MOMP Lamark 4029 AC Power Cord oo 0 9 TESTING TESTING DEPARTMENT W sowa QARI O ORI From the MRP Order Recommendation Report production orders that need to be created can be selected Note If under Production One Options Prod Orders Released is selected the newly created PdO s will be released System Message Purchase Orders created 0 Production Orders created 1 The recommended orders if any remaining on the list have not been created Itis necessary to rerun the MRP Wizard before running another Order Recommendation Report NOTE The above message will appear after the production or purchase orders have been created because the recommendation report is not updated by Production One The production order materials operations quantity hours work instructions and media files copy automatically over from the BOM 23 of 63 Production One Version 2005 8 21 User Guide Manually add a Production Order Go to the Production menu and select Production Order Production Order Standard i Primary v 68 Planned Order Date 08 22 07 gt LM4029 ECN Rev Due Date 08 30 07 Product Description Lexmark 4029 Printer User manager Planned Quantity 1 UoM Origin Manual Warehouse gt 01 Sales Order Customer Components Summary S Type Item No Item Description Plan sju Wait
43. rice List v Unit Price USD 9 00 General Purchasing Data Sales Data Inventory Data Planning Data Properties Remarks v Tax Liable Production Data C Phantom Item Manufacturer Compaq v Issue Method Backflush v Additional Identifier Shipping Type Federal Express EM v Serial and Batch Numbers Manage Item by None v Valid Where Used LJ On Hold Cancel Refresh To mark an item as ECN managed check the ECN Managed box on the item master data screen then the item will appear on the ECN List located at Production gt ECN Management ECN Management An item under revision control maintains a record of any changes additions updates or deletions until approved 38 of 63 Production One Version 2005 8 21 User Guide Previous revisions are stored and can be reviewed or used to create a new production order Bill of Manufacturing Product No gt LM4029P5 X Quantity 1 Warehouse o gt 01 Product Description Lexmark 4029 Power Supply M ECN Managed ECN Rev G Production Price List Drawing File o ipti i it Time U sai ASSEMBLY ASSEMBLY HRS amp DL Manual USD 2 00 USD 2 00 gt LM40294C4 Lexmark 4029 AC Adaptor ea amp 01 Backflush USD 3 00 USD 3 00 gt LM4029APCD Lexmark 4029 AC Power Cord ea 01 Backflush USD 4 00 USD 4 00 iD E amp TESTING TESTING HRS amp DL Manual USD 6 00 USD 9 00 ea USD 18 00 Le i en L gt x Product Price USD 25 00 Ca
44. rk Time ptions a When the resource is a Constraint the Capabilities option is available Clicking on the Capabilities button Brings up the Resource capabilities form as shown below 44 of 63 Production One Version 2005 8 21 User Guide rilling Operation elding Operation acking Operation 4 C gt ee KH C Drilling Operation E Welding Operation L Packing Operation O E E y T E O E E O O O O mo Now the various capabilities for that Employee may be defined Bill of Manufacturing When the Advance Scheduling Option is enabled in the Production One options screen Double clicking on a resource for example Assembly the causes the following screen to appear 45 of 63 Production One Version 2005 8 21 User Guide Resource Requirements BOM Requirements Document LM4029 Operation ASSEMBLY v Requirement Sufix 1 Requirement Operation Number 23 Required Capability Welding 2 v Required Default Resource None v Comment Required for Assembly Operation Primary Requirement Yes v Used During Setup Only v Attention Percentage 20 000 Comment PrimaryReq Used During Attn Pct Scheduled Resource Required for Assembly Operation Setup Only 20 000 ASSEMBLY 1 24 Assembly Operation requirement Welding1 None Y Setup Only 30 000 Reqd Capability Default Resource Regd Op The requir
45. ry v USD 1 644 62 USD 1 800 86JSD 4 933 86 14 11 07 gt 59479 Installation 1 01 USD 200 00 USD 200 00 USD 219 00 USD 200 00 14 11 07 1 000 01 USD035 USD 0 35 USD 0 38 USD 22 75 14 11 07 10 000 Sales Employee Brad Thompson hd B Owner gt Thompson Brad B Remarks Based on Sales Quotations 44 mman Production Order Special Released gt L40029 Type Status Product No Product Description Planned Quantity 3 Warehouse gt 01 Components Summary ee o gt ASSEMBLY Total Before Discount USD 5 156 61 Discount Freight gt USD 5 00 Rounding Tax USD 489 88 Total USD 5 651 49 PdO Series Primary O v ECN Rev Lexmark 4029 Printer UoM ASSEMBLY 311 14 11 07 14 11 07 User manager Origin Manual Sales Order m 199 Customer ep C20000 Primary Order Date Due Date 5 333 296 HRS DL EJ gt imaozsaca EJ amp imaozeacec EGS gt imaozsapcp Lexmark 4029 AC Adaptor 96 3 gt 01 Lexmark 4028 AC Power Supply Lexmark 4029 AC Power Cord mniAlm EA gt mazo Lexmark 4029 500sheet paper dr 613 23 EJ amp maze EA gt imazsse Memory Chip Lexmark 4029 System Board 783 63 506 75 EA amp imaozseH Lexmark 4029 Printer Head T a 457 63 o ej OUTSIDE SER OUTSIDE SERVICE ame e T 493 DYS os Jir The above is the corresponding Production Order created based
46. s required Comments required comments can be given on this field Requirement Suffix This is defined in the resource capabilities table It can have values starting from 1 so if an Assembly has a resource suffix of 5 there can be Assembly1 Assembly2 Assembly5 For each Resource separate capabilities can be defined Production Order When a stand alone production order is created the requirements for that item will be passed from the BOM to the production order 47 of 63 Production One Version 2005 8 21 User Guide XL Estimator XL Estimator adds the ability to create and link an Excel Spreadsheet estimate of labor amp materials Template Setup to Sales Quotations After the Excel template has been defined create an item master in Business One for the XL Template for example XL Printer as shown in the screen shot below Item Master Data Additional Identifier Shipping Type Federal Express EM Serial and Batch Numbers Manage Item by None Valid On Hold se see Item Number ie Bar Code Inventory Item Description Estimate for Printer iv Sales Item Desc in Foreiqn Lana Purchased Item Item Type Items v Fixed Assets Item Group Items v Price List Basic Price List v Unit Price USD 105 00 jjMlatrineSetup Matrix ATP a General Purchasing Data Sales Data Inventory Data Planning Data Properties Remarks Tax Liab
47. sed in production to then display the standard cost price list as noted above in the price list description Total The product of quantity and unit price for the total calculated price for each component in the BOM 21 of 63 Production One Version 2005 8 21 User Guide Media File Attach drawings and or media files like pictures or video clips for viewing on the shop floor NOTE Some field names have been abbreviated for demonstration purposes and not all fields are visible All available fields are explained in Appendix 2 22 of 63 Production One Version 2005 8 21 User Guide Production Production Orders for Make to Stock Make to stock production can be done with the MRP Wizard and the Recommendation Report or by manually creating production orders NA 70000 USD 00 gt OF toe Oa e w700 USD mo gt OF rie Order SD UMMIZIADCD Lenmark 4023 AC Power Cord Be BAIA P vO USD RM 0 Purchase Order E UMMITIAPCD Laamark 4029 AC Power Cord la OAT vro VUORO gt ot Purchase Order SD LM4IZIED Lanmark 4029 S00theet paper dr 40 OT v00 USODO aD OL Pat Ow Lexmark 4029 S0tuhest paper dr Se AT gt vio USO 0 00 gt OL sheet oi 9 oon D1 M No Primary o ahs Relewed X Order Dre Qam Due Date si User Sf Manned Quantity em Origa Marssal Saes Order Customer Row LC Bem Mo Thee Gaicrgncn Qy Uo WH T work Instructors Meda Fle Stat Ove Di
48. tion Order Production Order Type Special f Primary 70 Status Released v Order Date 04 07 08 Product No gt LM4029 ECN Rev Due Date 04 17 08 Product Description Lexmark 4029 Printer User manager Planned Quantity 1 UoM Origin Sales Order Warehouse gt 01 Sales Order ED 31 Customer e gt C40000 Components k Summary Item No Item Description Plan SAJ Wait Time Run Issued Avail UoM Issue Met Status Direct gt ASSEMBLY ASSEMBLY 15 0 25 1 597 35 HRS Manual Not Started No Memory Chip 2 Manual Not Started No Lexmark 4029 500sh 1 i f a Manual v Not Started No Lexmark 4029 Powe 1 Manual Not Started v Yes Cut Ctrlex l F g Manual Not Started No gt TESTING z Manual Not Started No a Co nc E A gt SHIPPING opy R Manual w Not Started No gt OUTSIDE SE Paste Ctri v Manual v Not Started v Yes gt LM4029PH Delete Del Manual Not Started v No Cancel Duplicate Ctrl D Delete Row Ctrl K xl Cancel Requirem Create Sub Pdo Purchase to PdO Create All Direct Items Remarks Lexmark 4029 Pr New Activity Related Activities Report Completion Issue Components Set the direct flag to Y and the Issue Method to Manual on the BOM for the items that will be purchased or assembled direct to the job Create and release the production order Then right click the row of the line item to
49. tion Order Type Standard No Primary 16 Status Released Order Date 03 05 07 Product No gt Lmido29 Due Date 03 09 07 Product Description Lexmark 4029 Printer User Manager Planned Quantity 1 UoM Origin Manual Warehouse gt 01 Sales Order Customer Components k Summary Item Description Memory Chip Lexmark 4029 500sheet paper drawer Lexmark 4029 Printer Head ae Nw mie Lexmark 4029 System Board OUTSIDE SERVICES TESTING DEPARTMENT ASSEMBLY DEPARTMENT SHIPPING DEPARTMENT 1 i 3 4 Lexmark 4029 Power Supply 5 6 Z 8 2 Remarks 36 of 63 Production One Version 2005 8 21 User Guide 37 of 63 Production One Version 2005 8 21 User Guide ECN s amp Revision Control An item can be flagged as being under revision control with effective dates This becomes important when production orders or Boom s need to be adjusted but approval must be received before the change is made active ECN Management allows for engineering review of changes to individual members of a BOM A revision history is created for each approved change to a BOM Item Master Data ECN Managed Flag Item Master Data Item Number LM4029P5 Bar Code VJ Inventory Item Description Lexmark 4029 Power Supply v Sales Item Desc in Foreign Lang v Purchased Item Item Type Items D Fixed Assets Item Group Accessories Aa v ECN Managed Price List Basic P
50. to French Spanish and other languages 5 of 63 Production One Version 2005 8 21 User Guide Installation Production One is installed from inside SAP Business One in the Add On Administration Add On Administration _ Company Preferences User Preferences Available Add Ons Company Assigned Add Ons ID Add On Name Version Order Add On Name Version Default Group Force Install Active MicroShop 6 0 23 01 12 Enprise Job Costing 2035 v Add on Registration Registration Data File Installation Package 1 2 3 4 z S 6 a M Assign to Current Company v Install as Part of Registration aan ID fe lt Register Add On_ _Remove Add On Send Notification to Users TY OK Cancel n Unzip the ProductionOne zip archive and save the two files it to a folder on the target PC ProductionOne ard and ProductionOnelnstaller exe e Login to SAP Business One as a user with administrative rights e Go to Administration Add Ons and then click Add On Administration e Once the Add On Administration window opens click Register Add On e Go to the Add On Registration Data File Browse to the ProductionOne ard file and select it e Go to the Add In Installation Package Browse to the ProductionOnelInstaller file and select it e Leave Assign to Current Company checked Leave Install as Part of Registrat
51. to acquire the advanced planning module that will consider multiple constraints and provide full capacity planning Production Scheduler Schedule Options k Planning View PdO No Item No Priority Released PdO Start Date PdO Due Date OverDue PdO Line No Resource Center Esthrs Act Hrs gt 58 gt LM4029PS 50 09 19 07 09 26 07 1 ASSEMBLY 1 000 0 000 gt 58 gt LM4029PS 50 09 19 07 09 26 07 4 TESTING 1 000 0 000 59 gt LM4029 50 09 19 07 09 26 07 ASSEMBLY 1 000 0 000 gt 59 gt LM4029 50 09 19 07 09 26 07 OUTSIDE SERVICE 1 000 0 000 gt 59 gt LM4029 50 09 19 07 09 26 07 8 TESTING 2 000 0 000 59 gt LM4029 50 09 19 07 09 26 07 3 SHIPPING 1 000 0 000 gt 60 gt L429 50 09 19 07 09 29 07 1 ASSEMBLY 1 000 0 000 gt 60 gt LM4029 50 09 19 07 09 29 07 7 OUTSIDE SERVICE 1 000 0 000 gt 60 gt LM4029 50 09 19 07 09 29 07 8 TESTING 2 000 0 000 gt 60 gt LM4029 50 09 19 07 09 29 07 3 SHIPPING 1 000 0 000 gt 61 gt LM4029PS 50 09 19 07 09 29 07 1 ASSEMBLY 1 000 0 000 gt 61 gt LM4029PS 50 09 19 07 09 29 07 4 TESTING 1 000 0 000 8 gt LM4029 50 05 31 07 05 31 07 05 31 07 a ASSEMBLY 1 000 20 000 Lips gt Lm4o23 50 05 31 07 05 31 07 05 31 07 OverDue 7 OUTSIDE SERVICE 1 000 0 000 Ejes gt LM4029 50 05 31 07 05 31 07 05 31 07 OverDue TESTING 1 000 0 000 8 gt LM4029 50
52. ubassembly O outside service D direct labour P Phantom NOTE The Icons must be saved in the SAP bitmaps folder and will auto populate on the BOM as the components are added Item No From the item master data for each component Item Description from the item master data for each component UoM The inventory Unit of Measure WH The warehouse from which material or operations resources are issued from Issue Method When using Data Collect to auto issue materials for a Production Order then the issue method must be set to manual Qty The material quantity needed for raw materials and outside services S U Setup time required for the resource or operation Run This field is for the run time of a labour resource so for example testing has a run time of one hour OpCode This field is used in the APS planning module where the operation code acts as a template for capacity planning for the resource s setup run time and wait time Direct Use this field to set the status of each component as Y or N meaning it can or cannot be purchased or produced direct to this Production Order Work Instructions Instructions can be added and printed with the production order printing on the traveller or can be viewed on the shop floor from Data Collection One Unit Price The per unit price listed in the Item Master Note It is recommended if standard costs are u
53. uction order Resource Centre the department or location where the direct labour resource operation is performed Est Hours this is pulled from the planned hours on the production order based upon the quantity being produced Act Hours the actual hours the labour operation required as reported from Data Collection One Est Qty the planned quantity from the production orders Act Qty the actual quantity issued for that operation as reported from Data Collection One Start Date it is assumed that work will begin on the released production order the date it is released to the shop floor Start Time it is assumed the start time for the operation will begin at the beginning of the shift Finish Date this is the actual finish date for the operation as reported in Data Collection One Finish Time the actual time the production is completed as reported in Data Collection One Status whether the operation is Complete or In Process 32 of 63 Production One Version 2005 8 21 User Guide Row details or production order priorities can be updated by drilling down into the production order and making the desired changes To update the priority for a specific job drill down into the production order and make visible the users defined fields and update the priority field Then run click Create New Schedule to add the updated information to the schedule before it is printed and or sent
54. upine SHIPPING in J USD 15 00 USD 7 00 USD 30 00 USD 50 00 3000 Yes v Send it outside USD 26 00 2000 Set it up for te USD 26 00 2000 No v 1 Review spec USD 12 00 v Pick it carefulh USD 243 00 r Ia Manual dlalalalalalalala ba Product Price USD 243 00 peaj Cancel ECNs Refresh Header fields Engineering Change Number ECN Managed Check this box if the finished goods are flagged as an ECN managed items on the item master data screen This is used in the event that engineering changes to a BOM should be approved before being released to the shop floor ECN Rev Displays the latest BOM revision number if revisions have been made to a BOM Price List Select the Standard Cost price list and make the unit price match the item cost on the inventory tab of the item master data This enables Production One to roll up the total standard cost for the BOM including its subassemblies Drawing File Attach drawings documents or pictures for viewing on the shop floor from Data Collection One Columns S The sequence number of the operations and links the materials to a specific manufacturing operation Can be used if to auto issue materials when the labour operation are completed 20 of 63 Production One Version 2005 8 21 User Guide Type Displays the type of component on the BOM M material A s
55. y tab So if direct labour rework and outside service are selected as costing types for this resource only those warehouses will be added to the item master data If the feature Copy WH to Sub PO PdO in the P1 options is enabled re enable the Auto Add all Warehouses to New Items after resources have been added Resource ID This field contains the unique name of the resource and is used as the Item Number in the Item Master 17 of 63 Production One Version 2005 8 21 User Guide Descriptions A description for the resource which is most likely a work station or department For example assembly happens at the assembly station or department This description appears as the Description on the Item Master Type Select the type s of resource s based upon the labour mapping in Production One options this will determine which warehouse s will appear on the item master See the screen shot below NOTE Each resource must be designated as either direct labour or outside service but not both because the labour operation is either happening on the shop floor or with an outside vendor Unit Cost this is the cost per hour of this resource and is entered as the standard cost and listed on the Inventory Tab of the Item Master Overhead Pct The percentage of the unit cost to be applied as overhead to this resource for each hour Overhead Amt The fixed amount to be applied as overhead to this resource for each hour Overhea

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