Microsoft Dynamics NAV 2013

Manufacturing Quick Guides

Quick Guides - Manufacturing Foundation....................................................................................................1
How to: Set Up Items.....................................................................................................................................2
How to: reate !roduction "#Ms..................................................................................................................$
How to: reate %outings...............................................................................................................................&
How to: reate 'ork enter a(endars.........................................................................................................)
How to: Set Up 'ork enters......................................................................................................................11
How to: !(an for *ew +emand....................................................................................................................1,
How to: %efres- !roduction #rders..............................................................................................................1.
How to: %ep(an !roduction #rders...............................................................................................................1&
How to: !(an !ro/ect #rders.........................................................................................................................10
How to: %egister onsumption and #utput.................................................................................................1)
How to: reate %outing 1inks......................................................................................................................21
QUICK GUIDES - MANUFACTURING FOUNDATION
2-is document contains a se(ection of 3uick guides written for Microsoft +4namics *56 manufacturing users.
2-e 3uick guides are designed to fit on one page. 2-is means t-at t-ese documents can easi(4 7e printed and posted
for eas4 access. In addition8 t-ese guides are re(eased in Microsoft 'ord format so t-at users can customi9e t-e
3uick guides wit- t-eir own data or customi9ed descriptions.
2-e content in t-ese 3uick guides focuses on data and functions t-at are essentia( to 7asic manufacturing features.
Fie(ds and features t-at re(ate to more ad:anced manufacturing features ma4 not 7e inc(uded in t-is document.
ontent in t-e 3uick guides is a(so a:ai(a7(e in Microsoft +4namics *56 He(p as How 2o topics.
M5*UF52U%I*G QUI; GUI+<S
Note
1
HOW TO: SET UP ITEMS
Item cards -o(d t-e master data re3uired to p(an8 7u48 store8 assem7(e8 produce8 account8 track8 se((8 and s-ip items.
Note 2-is topic e=p(ains -ow to set up items for w-o(esa(e and 7asic manufacturing and t-erefore does not
e=p(ain M%! p(anning parameters on t-e Planning Fast2a7. For more information a7out a specific fie(d8 se(ect t-e
fie(d8 and t-en press F1.
Item cards8 suc- as ot-er master data records8 can 7e created 74 using master data temp(ates8 7ut for e=p(aining
eac- fie(d8 t-e fo((owing procedure descri7es -ow to manua((4 create an item card for a 7asic manufacturing
en:ironment.
2-e fo((owing item card fie(ds are re3uired 7efore t-e item can 7e used in transactions:
No.
a!e Unit o" Mea!#$e
Co!ting Met%o&
P$o"it '
Unit P$i(e
Gen. P$o&. Po!ting G$o#)
*AT P$o&. Po!ting G$o#)
In+ento$, Po!ting G$o#)
P$o(e&#$e P$e$e-#i!ite!
Item units of measure are set up.
5(( posting groups are set up.
!roduction "#Ms and routings are set up.
1. In t-e Sea$(% 7o=8 enter Ite.!8 and t-en c-oose t-e re(ated (ink.
2. #n t-e Ho.e ta78 in t-e Ne/ group8 c-oose Ne/ to open an empt4 item card.
,. 1ea:e t-e No. fie(d to automatica((4 insert a num7er from a defined num7er series.
>. In t-e De!($i)tion fie(d8 enter t-e name of t-e item.
$. -oose t-e a!e Unit o" Mea!#$e fie(d8 c-oose Ne/.
.. In t-e Ite. Unit! o" Mea!#$e window8 c-oose t-e Co&e fie(d8 se(ect8 for e=amp(e8 PCS8 and t-en c-oose t-e OK
7utton.
&. In t-e Ite. Catego$, Co&e fie(d8 4ou can specif4 a product group from w-ic- assigned defau(t :a(ues wi(( 7e
created for t-e item8 inc(uding posting groups ?see Po!ting G$o#) fie(ds 7e(ow@.
Most of t-e fie(ds on t-e rig-tmost side of t-e Fast2a7 contain (ookup fie(ds t-at 4ou can use to :iew detai(ed
information a7out t-e itemAs in:entor4 (e:e( and its current supp(4 and demand situation.
0. Se(ect t-e lo(0e& c-eck 7o= if t-e item must not 7e used in transactions.
1. In t-e Co!ting Met%o& fie(d8 se(ect t-e costing met-od t-at determines -ow t-e unit cost of t-e item is
ca(cu(ated. Stan&a$& is t4pica((4 used for manufacturing items. S)e(i"i( is t4pica((4 used for seria(-num7ered
items.
2. If 4ou c-oose Stan&a$& costing met-od8 fi(( in t-e Stan&a$& Co!t fie(d 74 using an initia( :a(ue for t-e cost of one
unit of t-e item. 2-e Unit Co!t fie(d t-en initia(i9es order (ines and /ourna( (ines as t-e4 are created.
M5*UF52U%I*G QUI; GUI+<S
To "ill in t%e Gene$al Fa!tTa1 To "ill in t%e In+oi(ing Fa!tTa1
2
,. For costing met-ods ot-er t-an Stan&a$&8 fi(( in t-e Unit Co!t fie(d 74 using an initia( :a(ue w-en 4ou create t-e
item. '-en 4ou run t-e A&2#!t Co!t 3 Ite. Ent$ie! 7atc- /o78 t-e fie(d is updated to contain t-e most recent
a:erage unit cost.
>. In t-e Unit P$i(e fie(d8 enter t-e sa(es price of one unit of t-e item. 2-e 4a!t Di$e(t Co!t fie(d is updated e:er4
time t-at a purc-ase is in:oiced.
$. Make sure t-e t-ree posting group fie(ds are fi((ed.
2-e Net In+oi(e& Q#antit, fie(d is updated automatica((4.
2-e Sale! Unit o" Mea!#$e fie(d is fi((ed wit- t-e 7ase unit of measure code8 7ut 4ou can c-ange it to specif4 t-at
items are so(d in anot-er unit of measure.
1. In t-e Re)leni!%.ent S,!te. fie(d8 se(ect P#$(%a!e to specif4 t-at 4our standard wa4 of supp(4ing t-e item is 74
7u4ing it.
2. In t-e *en&o$ No. fie(d8 specif4 a defau(t supp(ier of t-e item. 2-e p(anning s4stem creates orders to t-is :endor.
,. In t-e *en&o$ Ite. No. fie(d8 enter t-e :endorAs own item identification8 if it differs from 4ours.
>. In t-e 4ea& Ti.e Cal(#lation fie(d8 enter a date formu(a to specif4 t-e time t-at is re3uired to rep(enis- t-is
purc-ased item8 suc- as 5W. 2-is fie(d is used date ca(cu(ations8 as fo((ows:
order date B default safety lead time B lead time calculation C planned receipt date.
1. In t-e Re)leni!%.ent S,!te. fie(d8 se(ect A!!e.1l, to specif4 t-at 4our standard wa4 of supp(4ing t-e item is 74
assem7(ing it.
2. In t-e A!!e.1l, Poli(, fie(d8 c-oose A!!e.1le-to-O$&e$ if t-e item is t4pica((4 not in stock8 7ut is assem7(ed wit-
regard to a sa(es order.
,. <nsure t-at t-e assem7(4 item consists of at (east one component. 2-e A!!e.1l, OM c-eck 7o= on t-e Gene$al
Fast2a7 is se(ected.
1. In t-e Re)leni!%.ent S,!te. fie(d8 se(ect P$o&. O$&e$ to specif4 t-at 4our standard wa4 of supp(4ing t-e item is
74 producing it.
2. In t-e Man#"a(t#$ing Poli(, fie(d8 se(ect Ma0e-to-O$&e$ to consider a(( production "#M (e:e(s during p(anning.
If 7ot- t-e parent item and its su7assem7(ies use Ma0e-to-O$&e$8 t-en t-e p(anning s4stem creates a production
order wit- su7assem7(4 production order (ines indented under t-e parentAs order (ine.
,. -oose t-e Ro#ting No. fie(d8 and t-en se(ect a routing to manage t-e itemAs manufacturing process. For more
information8 see How to: reate %outings.
>. -oose t-e P$o&#(tion OM No. fie(d8 and t-en se(ect a production "#M to manage t-e product structure of
t-e item. For more information8 see How to: reate !roduction "#Ms.
$. In t-e Fl#!%ing Met%o& fie(d8 se(ect one of t-e fo((owing options.
O)tion De!($i)tion
Man#al 2o manua((4 ca(cu(ate and post materia( consumption.
Fo$/a$& 2o automatica((4 ca(cu(ate and post consumption w-en t-e production order is re(eased.
a(0/a$& 2o automatica((4 ca(cu(ate and post consumption w-en t-e production order is finis-ed.
.. In t-e S($a) ' fie(d8 specif4 t-e percentage of t-e item t-at 4ou e=pect to 7e scrapped in production. 2-is
M5*UF52U%I*G QUI; GUI+<S
To "ill in t%e Re)leni!%.ent Fa!tTa1 "o$ P#$(%a!e& Ite.! To "ill in t%e Re)leni!%.ent Fa!tTa1 "o$ A!!e.1le& Ite.! To "ill in t%e Re)leni!%.ent Fa!tTa1 "o$ P$o&#(e& Ite.!
,
percentage is used to ca(cu(ate unit prices and net re3uirements.
&. In t-e 4ot Si6e fie(d8 specif4 -ow man4 units of t-e item are produced in one production 7atc-. 2-is num7er is
used to ca(cu(ate t-e itemAs standard cost and to distri7ute t-e fi=ed costs of manufacturing t-e (ot.
1. In t-e Reo$&e$ing Poli(, fie(d8 se(ect D"15*;E if 4ou on(4 p(an wit- t-e #rder !(anning feature. For more
information8 see How to: !(an for *ew +emand.
2. In t-e Re!e$+e fie(d8 se(ect one of t-e fo((owing options to specif4 if and -ow t-e item is reser:ed.
O)tion De!($i)tion
Ne+e$ Fou cannot reser:e t-e item.
O)tional Fou can reser:e t-e item manua((4. 2-e item is ne:er reser:ed automatica((4.
Al/a,! 2-e item is reser:ed automatica((4 as soon as demand occurs.
,. In t-e O$&e$ T$a(0ing fie(d8 se(ect one of t-e fo((owing options to specif4 if and -ow (inks are d4namica((4 created
7etween supp(4 and demand e:ents for t-e item.
O)tion De!($i)tion
None *o order tracking (inks are created.
T$a(0ing Onl, #rder tracking (inks are created d4namica((4 e:er4 time t-at a supp(4 can co:er a
demand.
T$a(0ing an& A(tion M!g. #rder tracking (inks are created d4namica((4. 5ction messages are created in t-e
ad:anced p(anning s4stem.
M5*UF52U%I*G QUI; GUI+<S
To "ill in t%e Planning Fa!tTa1
>
HOW TO: CREATE PRODUCTION OMS
5 production "#M -o(ds master data t-at descri7es t-e components and su7assem7(ies used in t-e production of a
parent item. #nce a production order is created for t-at parent item8 its production "#M wi(( go:ern t-e ca(cu(ation
of materia( re3uirements as represented in t-e P$o&. O$&e$ Co.)onent! window.
P$e$e-#i!ite!
Item cards are created for parent items and t-eir components. For more information8 see How to: Set Up Items.
Gat-er a(( data a7out item structures: 2op-(e:e( items8 su7assem7(ies8 components8 and t-eir interre(ation.
1. In t-e Sea$(% 7o=8 enter P$o&#(tion OM8 and t-en c-oose t-e re(ated (ink.
2. reate a new production "#M.
,. In t-e No. fie(d8 num7er t-e production "#M8 for e=amp(e8 t-e same as t-e parent item.
>. In t-e De!($i)tion fie(d8 name t-e production "#M8 for e=amp(e8 t-e same as t-e parent item.
$. In t-e Unit o" Mea!#$e Co&e fie(d8 se(ect t-e parent itemAs unit of measure code.
.. 2o edit t-e "#M8 set t-e Stat#! fie(d to Ne/ or Un&e$ De+elo).ent. 2o acti:ate it8 set t-e Stat#! fie(d to
Ce$ti"ie&.
1. In t-e T,)e fie(d8 se(ect w-et-er t-e item on t-is "#M (ine is an ordinar4 item or a production "#M. If t-e item
on t-e (ine is a production "#M8 t-en it must a(read4 e=ist as a certified production "#M.
2. In t-e No. fie(d8 (ook up and se(ect t-e item or production "#M in 3uestion8 or t4pe it in t-e fie(d.
,. In t-e Q#antit, Pe$ fie(d8 enter -ow man4 units of t-e item go into t-e parent item8 for e=amp(e8 > w-ee(s for 1
car.
>. In t-e S($a) ' fie(d 4ou can enter a fi=ed percentage of components t-at are scrapped during production. '-en
t-e components are read4 to 7e consumed in a re(eased production order8 t-is percentage wi(( 7e added to t-e
e=pected 3uantit4 in t-e Con!#.)tion Q#antit, fie(d in a production /ourna(. For more information8 see How to:
%egister onsumption and #utput.
Note
2-is scrap percentage represents components t-at are scrapped during production w-en picking from
in:entor48 w-ereas t-e scrap percentage on routing (ines represents scrapped output 7efore putting on
in:entor4.
$. In t-e Ro#ting 4in0 Co&e fie(d8 enter a code to connect t-e component to a specific operation. If t-e co(umn is
not :isi7(e8 open t-e s-ortcut menu for t-e co(umn -eadings8 and t-en c-oose C%oo!e Col#.n! to add it.
%outing (inks 7etween operations and components ensure t-at materia( consumption is not posted unti( it -as
actua((4 7een consumed. In addition8 routing (inks pro:ide a process :iew in t-e P$o&#(tion 7o#$nal window
w-ere components are (isted under t-e (inked operation. For more information8 see How to: reate %outing
1inks.
.. 2o cop4 (ines from an e=isting production "#M8 on t-e A(tion! ta78 in t-e F#n(tion! group8 c-oose Co), OM to
se(ect e=isting (ines.
&. ertif4 t-e production "#M.
0. Fou can now attac- t-e new production "#M to t-e card of t-e parent item in 3uestion. For more information8
see How to: Set Up Items.
Note
2o reca(cu(ate t-e itemAs standard cost from t-e item card8 on t-e Na+igate ta78 in t-e ill o" Mate$ial group8
c-oose Man#"a(t#$ing8 and t-en c-oose Cal(. Stan&a$& Co!t.
M5*UF52U%I*G QUI; GUI+<S
To "ill in t%e )$o&#(tion OM %ea&e$ To "ill in t%e )$o&#(tion OM line!
$
HOW TO: CREATE ROUTINGS
5 routing -o(ds master data t-at captures t-e process re3uirements of a gi:en produced item. #nce a production
order is created for t-at item8 its routing wi(( go:ern t-e sc-edu(ing of operations as represented in t-e P$o&. O$&e$
Ro#ting window under t-e production order.
P$e$e-#i!ite!
Item cards are created. For more information8 see How to: Set Up Items.
!roduction resources are set up. For more information8 see How to: Set Up 'ork enters.
Gat-er a(( data a7out produced items8 production resources8 operation specifications8 and process times.
1. In t-e Sea$(% 7o=8 enter Ro#ting!8 and t-en c-oose t-e re(ated (ink.
2. reate a new routing. #n t-e Ho.e ta78 in t-e Ne/ group8 c-oose Ne/.
,. In t-e No. fie(d8 num7er t-e routing8 for e=amp(e8 according to t-e process or t-e parent item.
>. In t-e De!($i)tion fie(d8 name t-e routing8 for e=amp(e8 after t-e process or t-e parent item.
$. In t-e T,)e fie(d8 se(ect Se$ial to ca(cu(ate t-e production routing according to t-e :a(ue in t-e O)e$ation No.
fie(d.
Se(ect Pa$allel to ca(cu(ate t-e operations according to t-e :a(ue in t-e Ne8t O)e$ation No. fie(d.
.. 2o edit t-e routing8 set t-e Stat#! fie(d to Ne/ or Un&e$ De+elo).ent. 2o acti:ate it8 set t-e Stat#! fie(d to
Ce$ti"ie&.
1. In t-e O)e$ation No. fie(d8 enter t-e num7er of t-e first operation8 for e=amp(e8 59.
2. In t-e T,)e fie(d8 specif4 w-ic- kind of resource is used8 for e=amp(e8 Wo$0 Cente$.
,. In t-e No. fie(d8 se(ect t-e resource to 7e used8 or t4pe it in t-e fie(d.
>. In t-e Ro#ting 4in0 Co&e fie(d8 enter a code to connect t-e component to a specific operation. If t-e co(umn is
not :isi7(e8 open t-e s-ortcut menu for t-e co(umn -eadings8 and t-en c-oose C%oo!e Col#.n! to add it.
Note
%outing (inks 7etween operations and components ensure t-at materia( consumption is not posted unti(
it -as actua((4 7een consumed. In addition8 routing (inks pro:ide a process :iew in t-e P$o&#(tion 7o#$nal
window w-ere components are (isted under t-e (inked operation. For more information8 see How to:
reate %outing 1inks.
$. In t-e R#n Ti.e and Set#) Ti.e fie(ds8 enter t-e process times needed to perform t-e operation.
Note
Setup time is ca(cu(ated per production order8 w-ereas run time is ca(cu(ated per produced item.
.. In t-e Con(#$$ent Ca)a(itie! fie(d8 specif4 -ow man4 units of t-e se(ected resource are used to perform t-e
operation. For e=amp(e8 two peop(e a((ocated to one packing operation wi(( -a(:e t-e run time.
&. ontinue to fi(( in (ines for a(( operations in:o(:ed in producing t-e item in 3uestion.
0. 2o cop4 (ines from an e=isting routing8 on t-e A(tion! ta78 in t-e F#n(tion! group8 c-oose Co), Ro#ting to se(ect
e=isting (ines.
). ertif4 t-e routing.
1G. Fou can now attac- t-e new routing to t-e card of t-e production item in 3uestion. For more information8 see
How to: Set Up Items.
Note %emem7er a(so to reca(cu(ate t-e itemAs standard cost from t-e Ite. card: #n t-e Na+igate ta78 in t-e
M5*UF52U%I*G QUI; GUI+<S
To "ill in t%e $o#ting %ea&e$ To "ill in t%e $o#ting line!
.
Ite. group8 c-oose Man#"a(t#$ing8 and t-en set Cal(. Stan&a$& Co!t to All 4e+el!.
M5*UF52U%I*G QUI; GUI+<S
&
HOW TO: CREATE WORK CENTER CA4ENDARS
5 work center ca(endar specifies t-e working da4s and -ours8 s-ifts8 -o(ida4s8 and a7sences t-at determine t-e work
centerAs gross a:ai(a7(e capacit48 measured in time8 according to its defined efficienc4 and capacit4 :a(ues. reating
and ena7(ing a work center ca(endar in:o(:es se:era( preparator4 tasks.
5s a foundation for ca(cu(ating a specific work center ca(endar8 4ou must first set up one or more genera( s-op
ca(endars. 5 s-op ca(endar defines a standard work week according to start and end times of eac- working da4 and
t-e work s-ift re(ation. In addition8 t-e s-op ca(endar defines t-e fi=ed -o(ida4s during a 4ear.
P$e$e-#i!ite
Gat-er a(( data a7out work times on 4our s-op f(oor.
1. In t-e Sea$(% 7o=8 enter Wo$0 S%i"t!8 and t-en c-oose t-e re(ated (ink.
2. #n a 7(ank (ine8 enter a num7er in t-e Co&e fie(d to identif4 t-e work s-ift8 for e=amp(e8 5.
,. +escri7e t-e work s-ift in t-e De!($i)tion fie(d8 for e=amp(e8 5!t !%i"t.
>. #ptiona((48 fi(( in (ines for a second or t-ird work s-ift.
<:en if 4our work centers do not work in different work s-ifts8 enter at (east one work s-ift code.
1. In t-e Sea$(% 7o=8 enter S%o) Calen&a$!8 and t-en c-oose t-e re(ated (ink.
2. #n a 7(ank (ine8 enter a num7er in t-e Co&e fie(d to identif4 t-e s-op ca(endar.
,. +escri7e t-e s-op ca(endar in t-e De!($i)tion fie(d.
2-e initia( naming of t-e new s-op ca(endar is comp(ete. *ow8 4ou can proceed to define its contents.
>. Se(ect t-e s-op ca(endar. #n t-e Na+igate ta78 in t-e S%o) Cal. group8 c-oose Wo$0ing Da,!. 2-e S%o) Calen&a$
Wo$0ing Da,! window opens wit- t-e name of t-e s-op ca(endar.
$. +efine a comp(ete work week8 wit- t-e start and end times for eac- da4.
In t-e Wo$0 S%i"t Co&e fie(d8 se(ect one of t-e s-ifts t-at 4ou pre:ious(4 defined. 5dd a (ine for e:er4 working da4
and e:er4 s-ift. For e=amp(e:
Monda4 G&:GG 1$:GG 1
2uesda4 G&:GG 1$:GG 1
If 4ou need a s-op ca(endar wit- two work s-ifts8 4ou must fi(( it in in t-is manner:
Monda4 G&:GG 1$:GG 1
Monda4 1$:GG 2,:GG 2
2uesda4 G&:GG 1$:GG 1
2uesda4 1$:GG 2,:GG 2
5n4 week da4s t-at 4ou do not define in t-e s-op ca(endar8 suc- as Saturda4 and Sunda48 are considered non-
working da4s and wi(( -a:e 9ero a:ai(a7(e capacit4 in a work center ca(endar.
'-en a(( t-e working da4s of a week are defined8 4ou can c(ose t-e S%o) Calen&a$ Wo$0ing Da,! window and
proceed to enter -o(ida4s.
.. In t-e S%o) Calen&a$! window8 se(ect t-e s-op ca(endar. #n t-e Na+igate ta78 in t-e S%o) Cal. group8 c-oose
Holi&a,!. 2-e S%o) Calen&a$ Holi&a,! window opens.
&. +efine t-e -o(ida4s of t-e 4ear 74 entering t-e start date and time8 t-e end time8 and description of eac- -o(ida4
on indi:idua( (ines. For e=amp(e:
M5*UF52U%I*G QUI; GUI+<S
To ($eate /o$0 !%i"t! To !et #) a !%o) (alen&a$
0
G>HG&H1> G:GG:GG 2,:$):GG Summer Ho(ida4
G$HG&H1> G:GG:GG 2,:$):GG Summer Ho(ida4
[Link]&H1> G:GG:GG 2,:$):GG Summer Ho(ida4
2-e defined -o(ida4s wi(( -a:e 9ero a:ai(a7(e capacit4 in a work center ca(endar.
2-e s-op ca(endar can now 7e assigned to a work center to ca(cu(ate t-e work s-op ca(endar t-at wi(( go:ern a((
operation sc-edu(ing at t-at work center.
1. In t-e Sea$(% 7o=8 enter Wo$0 Cente$!8 and t-en c-oose t-e re(ated (ink. #pen t-e work center t-at 4ou want to
update.
2. #n t-e S(%e&#ling Fast2a78 in t-e S%o) Calen&a$ Co&e fie(d8 se(ect w-ic- s-op ca(endar to use as t-e foundation
for a work center ca(endar.
,. #n t-e Na+igate ta78 in t-e Planning group8 c-oose Calen&a$.
>. In t-e Wo$0 Cente$ Calen&a$ window8 on t-e A(tion! ta78 in t-e Gene$al group8 c-oose S%o/ Mat$i8.
2-e (eft side of t-e matri= window (ists t-e work centers t-at are set up. 2-e rig-t side s-ows a ca(endar
disp(a4ing t-e a:ai(a7(e capacit4 :a(ues for eac- working da4 in t-e defined unit of measure8 for e=amp(e8 :;9
minutes. <ac- (ine represents t-e ca(endar of one work center.
Note Fou can a(so se(ect to :iew t-e capacit4 :a(ues for eac- week or mont- 74 c-anging t-e se(ection in
t-e *ie/ , fie(d on t-e Mat$i8 O)tion! Fast2a7 in t-e Wo$0 Cente$ Calen&a$ window.
2o ref(ect t-e new s-op ca(endar as a (ine on t-e se(ected work center8 it must first 7e ca(cu(ated.
$. #n t-e A(tion! ta78 in t-e F#n(tion! group8 c-oose Cal(#late.
.. #n t-e Wo$0 Cente$ Fast2a78 4ou can set a fi(ter to on(4 ca(cu(ate for one work center. If 4ou do not set a fi(ter8 a((
e=isting work center ca(endars wi(( 7e ca(cu(ated.
&. +efine t-e starting and ending dates of t-e ca(endar period t-at s-ou(d 7e ca(cu(ated8 for e=amp(e8 one 4ear
from G1HG1H1> to ,1H12H1>. -oose t-e OK 7utton to ca(cu(ate capacit4.
a(endar entries are now created or updated disp(a4ing t-e a:ai(a7(e capacit4 for eac- period according to t-e
fo((owing t-ree sets of master data:
2-e working da4s and s-ift defined in t-e assigned s-op ca(endar.
2-e :a(ue in t-e Ca)a(it, fie(d on t-e work center card.
2-e :a(ue in t-e E""i(ien(, fie(d on t-e work center card.
2-e ca(cu(ated work center ca(endar wi(( now define w-en and -ow muc- capacit4 is a:ai(a7(e at t-is work center.
2-is contro(s t-e detai(ed sc-edu(ing of operations performed at t-e work center.
1. In t-e Wo$0 Cente$ Calen&a$ window8 on t-e A(tion! ta78 in t-e Gene$al group8 c-oose S%o/ Mat$i8. 2-e Wo$0
Cente$ Calen&a$ Mat$i8 window opens.
2. Se(ect t-e work center and ca(endar da4 w-en t-e a7sence time s-ou(d 7e recorded. #n t-e Na+igate ta78 in t-e
Planning group8 c-oose A1!en(e.
,. In t-e A1!en(e window8 define t-e starting time8 ending time8 and description of t-at da4As a7sence. For
e=amp(e:
2$HG1HG1 G0:GG 1G:GG Maintenance
>. #n t-e Na+igate ta78 in t-e A1!en(e group8 c-oose U)&ate8 and t-en c(ose t-e A1!en(e window.
2-e capacit4 of t-e se(ected da4 -as now decreased 74 t-e recorded a7sence time.
M5*UF52U%I*G QUI; GUI+<S
To (al(#late a /o$0 (ente$ (alen&a$ To $e(o$& /o$0 (ente$ a1!en(e
)
HOW TO: SET UP WORK CENTERS
5 Wo$0 Cente$ card organi9es t-e fi=ed :a(ues and re3uirements of t-e production resource8 and t-us go:erns t-e
output of production performed in t-at work center.
P$e$e-#i!ite!
apacit4 units of measure are set up.
5t (east one work center group is set up.
5 s-op ca(endar is created. For more information8 see How to: reate 'ork enter a(endars.
"efore 4ou can set up a work center8 4ou must gat-er a(( data a7out 4our production resources.
1. In t-e Sea$(% 7o=8 enter Wo$0 Cente$!8 and t-en c-oose t-e re(ated (ink.
2. reate a new work center card. #n t-e Ho.e ta78 in t-e Ne/ group8 c-oose Ne/.
,. In t-e No. fie(d8 enter a work center num7er.
>. In t-e De!($i)tion fie(d8 name t-e work center.
$. In t-e Wo$0 Cente$ G$o#) fie(d8 se(ect t-e -ig-er-(e:e( resource grouping t-at t-e work center is organi9ed
under.
.. Se(ect t-e lo(0e& fie(d if 4ou want to pre:ent t-e work center from 7eing used in an4 processing. 2-is means8
among ot-ers8 t-at an item produced at t-e work center cannot 7e posted from a production /ourna(. For more
information8 see How to: %egister onsumption and #utput.
1. In t-e Di$e(t Unit Co!t fie(d8 enter t-e cost of producing one unit of measure at t-is work center8 e=c(uding an4
ot-er cost e(ements. 2-is cost is often referred to as t-e direct labor rate.
2. In t-e In&i$e(t Co!t ' fie(d8 enter t-e genera( operation costs of using t-e work center as a percentage of t-e
direct unit cost. 2-is percentage amount is added to t-e direct cost in t-e ca(cu(ation of t-e unit cost.
,. In t-e O+e$%ea& Rate fie(d8 enter an4 non-operationa( costs8 for e=amp(e maintenance e=penses8 of t-e work
center as an a7so(ute amount.
>. 2-e Unit Co!t fie(d contains t-e ca(cu(ated unit cost of producing one unit of measure at t-is work center8
inc(uding a(( cost e(ements.
Unit ost C +irect Unit ost B ?+irect Unit ost = Indirect ost I@ B #:er-ead %ate.
$. In t-e Unit Co!t Cal(#lation fie(d8 define w-et-er t-e a7o:e ca(cu(ation s-ou(d 7e 7ased on t-e amount of time
used: Ti.e8 or on t-e num7er of produced units: Unit!.
.. Se(ect t-e S)e(i"i( Unit Co!t fie(d if 4ou want to define t-e work centerAs unit cost on t-e routing (ine w-ere it is
7eing used. 2-is ma4 7e re(e:ant for operations wit- dramatica((4 different capacit4 costs t-an w-at wou(d
norma((4 7e processed at t-at work center.
&. In t-e Fl#!%ing Met%o& fie(d8 se(ect w-et-er output posting at t-is work center s-ou(d 7e ca(cu(ated and posted
manua((4 or automatica((48 using eit-er of t-e fo((owing met-ods.
O)tion De!($i)tion
Fo$/a$& a(cu(ate and post output consumption automatica((4 w-en t-e production order is re(eased.
a(0/a$& a(cu(ate and post consumption automatica((4 w-en t-e re(eased production order is finis-ed.
M5*UF52U%I*G QUI; GUI+<S
To "ill in t%e Gene$al Fa!tTa1 To "ill in t%e Po!ting Fa!tTa1
1G
Note
If necessar48 t-e f(us-ing met-od se(ected -ere and on t-e Ite. card8 can 7e o:erridden for indi:idua(
operations 74 c-anging t-e setting on routing (ines.
2-e De)a$[Link] Co&e and P$o2e(t Co&e fie(ds re(ate to t-e use of dimensions.
1. In t-e Unit o" Mea!#$e Co&e fie(d8 enter t-e time unit in w-ic- t-is work centerAs cost ca(cu(ation and capacit4
p(anning are made.
2. In t-e Ca)a(it, fie(d8 define w-et-er t-e work center -as more t-an one mac-ine or person working at t-e same
time. If 4our Microsoft +4namics *56 insta((ation does not inc(ude t-e Mac-ine enter functiona(it48 t-en t-e
:a(ue in t-is fie(d must 7e 5@.
,. In t-e E""i(ien(, fie(d8 enter t-e percentage of t-e e=pected standard output t-at t-is work center actua((4
outputs. If 4ou enter 5998 it means t-at t-e work center -as an actua( output t-at is t-e same as t-e standard
output.
Note
2-e Con!oli&ate& Calen&a$ fie(d is on(4 re(e:ant if t-e insta((ation inc(udes t-e Mac-ine enter granu(e.
>. In t-e S%o) Calen&a$ Co&e fie(d8 se(ect a s-op ca(endar. For more information8 see How to: reate 'ork enter
a(endars.
$. In t-e Q#e#e Ti.e fie(d8 specif4 a fi=ed time span t-at must pass 7efore assigned work can 7egin at t-is work
center. *ote t-at Queue 2ime is added to ot-er non-producti:e time e(ements suc- as 'ait 2ime and Mo:e 2ime
t-at 4ou ma4 define on routing (ines using t-is work center.
.. If 4ou use t-e Q#e#e Ti.e fie(d a7o:e t-en 4ou must define a time unit of measure in t-e Q#e#e Ti.e Unit o"
Mea!. Co&e fie(d.
M5*UF52U%I*G QUI; GUI+<S
To "ill in t%e S(%e&#ling Fa!tTa1
11
HOW TO: P4AN FOR NEW DEMAND
2-is p(anning task can 7e performed in t-e O$&e$ Planning window8 w-ic- disp(a4s a(( new demand a(ong wit-
a:ai(a7i(it4 information and suggestions for supp(4. It pro:ides t-e :isi7i(it4 and too(s needed to effecti:e(4 p(an
demand from sa(es (ines and component (ines and t-en create different t4pes of supp(4 orders direct(4.
Fou can enter t-e O$&e$ Planning window in two wa4s depending on 4our focus.
1. In t-e Sea$(% 7o=8 enter P$o&#(tion O$&e$!8 and t-en c-oose t-e re(ated (ink. Fou can perform t-ese steps for a
p(anned8 firm p(anned8 or re(eased production order.
2. #pen t-e production order 4ou want to p(an. #n t-e Na+igate ta78 in t-e O$&e$ group8 c-oose Planning.
,. In t-e O$&e$ Planning window8 on t-e A(tion ta78 in t-e F#n(tion! group8 c-oose Cal(#late Plan.
2-e window disp(a4s p(anning (ines according to t-e :iew fi(ter P$o&#(tion [Link]&8 meaning unfu(fi((ed component
(ines of a(( e=isting production orders. +emand for on(4 t-e one production order is not s-own 7ecause t is necessar4
to p(an for one production order wit- an o:er:iew of demand for potentia((4 ear(ier components (ines. !(anning (ines
for t-e production order in conte=t are e=panded.
1. In t-e O$&e$ Planning window8 on t-e A(tion ta78 in t-e F#n(tion! group8 c-oose Cal(#late Plan.
2-e window disp(a4s p(anning (ines according to t-e :iew fi(ter All [Link]&8 meaning sa(es order (ines as we(( as
production component (ines wit- insufficient a:ai(a7i(it4. Fou can c-ange t-is fi(ter as 4ou (ike.
'-en t-e p(an is 7eing ca(cu(ated8 an4 new demand t-at -as arisen since a p(an was (ast ca(cu(ated is ana(49ed.
2-e 3uantit4 needed is ca(cu(ated 7ased on tota( a:ai(a7i(it4 of eac- demand (ine found. 2-is ca(cu(ation is done
order-74-order8 meaning t-at t-e order t-at inc(udes t-e demand (ine wit- t-e ear(iest due date or s-ipment
date is considered first8 and a(( ot-er demand (ines in t-at production order8 irrespecti:e of t-eir indi:idua( due
dates or s-ipment dates8 are a(so ca(cu(ated for t-at order. 2-erefore8 a(( p(anning (ines under one order -eader
(ine -a:e t-e same demand date. '-en t-e ca(cu(ation is comp(eted8 a(( unfu(fi((ed demand is disp(a4ed as
p(anning (ines8 sorted 74 t-e ear(iest demand date8 wit- t-e :arious 3uantit4 fie(ds fi((ed in.
2-e O$&e$ Planning window is fi((ed wit- order -eader (ines representing orders wit- unfu(fi((ed demand.
a. 2-e [Link]& Date fie(d contains t-e ear(iest s-ipment or due date of a demand (ine in t-e order.
7. 2-e [Link]& T,)e fie(d s-ows w-et-er t-e demand is from sa(es (ines or component (ines.
c. 2-e De!($i)tion "iel& contains t-e fo((owing depending on t-e demand t4pe.
[Link]& t,)e De!($i)tion
P$o&#(tion 2-e description of t-e produced item.
For production demand for a pro/ect production order8 t-e customer name is disp(a4ed. For more
information8 see How to: !(an !ro/ect #rders.
Sale! 2-e customer name.
2-e first p(anning (ine -as t-e ear(iest demand date8 and t-erefore 4ou s-ou(d p(an t-is (ine first. 2o see t-e
actua( demand (ines8 eit-er sa(es order (ines or component (ines8 of eac- order -eader (ine8 4ou must e=pand t-e
(ine.
2. -oose t-e E8)an& <=> 7utton in front of t-e date in t-e [Link]& Date fie(d to see t-e under(4ing p(anning (ines
t-at represent demand (ines wit- insufficient a:ai(a7i(it4.
,. For eac- e=panded p(anning (ine8 t-at is8 demand (ine8 4ou can see :a(ues in information fie(ds at t-e 7ottom of
M5*UF52U%I*G QUI; GUI+<S
To )lan "o$ ne/ )$o&#(tion o$&e$ &[Link]& To )lan "o$ an, ne/ &[Link]&
12
t-e window.
O)tion De!($i)tion
Qt,. on Ot%e$ 4o(ation! S-ows if t-e item e=ists on anot-er (ocation. Fou can t-en (ook up and se(ect it.
S#1!tit#te! E8i!t S-ows if a su7stitute item is created for t-e item. Fou can t-en (ook up and se(ect it.
*ote t-at t-is feature on(4 app(ies to components8 t-at is8 from demand (ines of t4pe
P$o&#(tion.
Q#antit, A+aila1le S-ows t-e tota( a:ai(a7i(it4 of t-e item8 t-at is8 t-e !ro/ected 5:ai(a7(e "a(ance.
Ea$lie!t Date A+aila1le S-ows t-e arri:a( date of an in7ound supp(4 order t-at can co:er t-e needed 3uantit4 on
a date (ater t-an t-e demand date.
>. In t-e Re)leni!%.ent S,!te. fie(d8 se(ect w-ic- t4pe of supp(4 order to create.
2-e defau(t :a(ue is t-at of t-e item card8 or S;U card8 7ut 4ou can c-ange it to one of t-ree options:
O)tion De!($i)tion
P#$(%a!e reates a purc-ase order.
T$an!"e$ reates a transfer order.
P$o&. O$&e$ reates a production order.
In t-e S#))l, F$o. fie(d 4ou must se(ect a :a(ue according to t-e se(ected rep(enis-ment s4stem.
Note If t-e fie(d is not fi((ed in8 t-e s4stem wi(( disp(a4 an error message w-en 4ou use t-e Ma0e S#))l,
O$&e$ function8 and no supp(4 order wi(( 7e created for t-e p(anning (ine in 3uestion. 2-is8 -owe:er8 is not
t-e case if t-e rep(enis-ment s4stem is P$o&. O$&e$.
$. From t-e S#))l, F$o. fie(d8 4ou can (ook up in t-e re(e:ant (ist and se(ect w-ere t-e supp(4 s-ou(d come from:
If rep(enis-ment s4stem is P#$(%a!e8 t-e (ook-up 7utton in t-is fie(d (ooks up in t-e Ite. *en&o$ Catalog
window.
If rep(enis-ment s4stem is T$an!"e$8 t-e (ook-up 7utton in t-is fie(d (ooks up in t-e 4o(ation 4i!t window.
In case t-e item e=ists in anot-er (ocation8 t-e Qt,. on Ot%e$ 4o(ation fie(d at t-e 7ottom s-ows a :a(ue and 4ou
can t-en (ook up and se(ect t-e (ocation from w-ic- t-e item s-ou(d 7e supp(ied w-en 4ou make t-e transfer
order.
If a su7stitute e=ists for t-e demanded item8 t-e S#1!tit#te E8i!t! fie(d is set to ?e!8 and 4ou can t-en (ook up to
t-e Ite. S#1!tit#tion Ent$ie! window and se(ect t-e su7stitute.
.. Se(ect t-e Re!e$+e c-eck 7o= if 4ou want to make a reser:ation 7etween t-e supp(4 order 4ou are creating and
t-e demand (ine t-at it is created for. It is empt4 74 defau(t.
Note Fou can on(4 se(ect t-is c-eck 7o= if t-e item -as O)tional or Al/a,! in t-e Re!e$+e fie(d on its item
card.
&. In t-e Qt,. to O$&e$ fie(d8 4ou can enter t-e 3uantit4 t-at wi(( go on t-e supp(4 order 4ou are creating.
2-e defau(t :a(ue is t-e same 3uantit4 as t-at in t-e Nee&e& Q#antit, fie(d. "ut 4ou ma4 decide to order more or
(ess t-an t-is 3uantit4 7ased on 4our know(edge of t-e demand situation. If8 for e=amp(e8 4ou see in t-e O$&e$
Planning window t-at se:era( unre(ated demand (ines are for t-e same purc-ased item8 and t-e4 are due around
t-e same date8 4ou can conso(idate t-ese 74 entering t-e tota( needed 3uantit4 in t-e Qt,. to O$&e$ fie(d of one
(ine8 and t-en de(ete t-e ot-er8 o7so(ete p(anning (ines for t-at item.
0. In t-e D#e Date and O$&e$ Date fie(ds8 4ou can enter t-e dates t-at s-ou(d app(4 to t-e created supp(4 orders.
M5*UF52U%I*G QUI; GUI+<S
1,
2-ese two fie(ds are interre(ated according to t-e De"a#lt Sa"et, 4ea& Ti.e fie(d8 w-ic- can 7e found in t-e
Man#"a(t#$ing Set#) window. "4 defau(t8 t-e due date is t-e same as t-e demand date8 7ut 4ou can c-ange t-is
as 4ou (ike.
Note If 4ou enter a date (ater t-an t-e demand date8 4ou wi(( recei:e a warning message.
1. In t-e Sea$(% 7o=8 enter P$o&#(tion O$&e$!8 and t-en c-oose t-e re(ated (ink. Fou can perform t-ese steps for a
p(anned8 firm p(anned8 or re(eased production order.
2. #pen t-e production order 4ou want to p(an. #n t-e Na+igate ta78 in t-e O$&e$ group8 c-oose Planning.
,. !(ace t-e cursor on a re(e:ant p(anning (ine. In t-e O$&e$ Planning window8 on t-e A(tion ta78 in t-e Gene$al
group8 c-oose Ma0e O$&e$!.
>. In t-e Ma0e S#))l, O$&e$! window8 on t-e O$&e$ Planning Fast2a78 in t-e Ma0e O$&e$! "o$ fie(d8 se(ect one of
t-e fo((owing options.
O)tion De!($i)tion
T%e A(ti+e 4ine Make a supp(4 order on(4 for t-e (ine w-ere t-e cursor is p(aced.
T%e A(ti+e O$&e$ Make supp(4 orders for a(( (ines in t-e order w-ere t-e cursor is p(aced.
All 4ine! Make supp(4 orders for a(( (ines in t-e O$&e$ Planning window.
$. #n t-e O)tion! Fast2a78 define w-at kind of supp(4 orders8 or re3uisition works-eet (ines8 s-ou(d 7e made.
Note
2-e settings 4ou (ast made in t-e Ma0e S#))l, O$&e$! window wi(( 7e sa:ed under 4our user I+ so t-at
t-e4 are t-e same t-e ne=t time 4ou use t-e window.
.. -oose t-e OK 7utton to make t-e suggested supp(4 orders or re3uisition works-eet (ines.
Fou -a:e now p(anned for t-e unfu(fi((ed demand 74 making respecti:e supp(4 orders. +etai(s a7out specific work
f(ows w-en using t-e O$&e$ Planning window wou(d depend on a compan4As interna( po(icies.
'-en 4ou -a:e finis-ed 4our p(anning work in t-e O$&e$ Planning window8 for e=amp(e defined an a(ternati:e wa4
to supp(4 t-e 3uantit48 4ou can proceed to create supp(4 orders for one or more of t-e p(anning (ines.
Note
2-e supp(4 orders 4ou create ma4 introduce new dependent demand8 for e=amp(e for under(4ing production
orders8 and 4ou s-ou(d t-erefore c-oose Cal(#late Plan again to find and reso(:e t-is 7efore mo:ing down
t-e (ist.
M5*UF52U%I*G QUI; GUI+<S
To .a0e !#))l, o$&e$!
1>
HOW TO: REFRESH PRODUCTION ORDERS
2-is p(anning function ca(cu(ates c-anges made to a production order -eader and does not in:o(:e production "#M
(e:e(s.
2-e Re"$e!% function ca(cu(ates and initiates t-e :a(ues of t-e component (ines and routing (ines 7ased on t-e master
data defined in t-e assigned production "#M and routing8 according to t-e order 3uantit4 and due date on t-e
production orderAs -eader. It is t4pica((4 used after 4ou -a:e done one of t-e fo((owing:
reated a production order -eader manua((4 to ca(cu(ate and create (ine data for t-e first time.
Made c-anges to t-e production order -eader to reca(cu(ate a(( t-e (ine data.
Fou can c-ange component (ines and routing (ines8 and t-e production order sc-edu(e is updated
according(4. '-en 4ou refres-8 t-ose c-anges are cance((ed as t-e order is reset according to master data.
1. In t-e Sea$(% 7o=8 enter Planne& P$o&#(tion O$&e$!8 and t-en c-oose t-e re(ated (ink.
2. reate a new production order or open one t-at 4ou want to refres- and c-ange t-e Q#antit, or D#e Date
fie(ds.
,. #n t-e A(tion! ta78 in t-e F#n(tion! group8 c-oose Re"$e!% P$o&#(tion O$&e$.
In t-e Re"$e!% P$o&#(tion O$&e$ window8 on t-e O)tion! Fast2a78 define -ow and w-at to refres-.
>. In t-e S(%e&#ling Di$e(tion fie(d8 se(ect one of t-e fo((owing options.
O)tion De!($i)tion
a(0 2o ca(cu(ate t-e operation se3uence 7ackwards from t-e ear(iest possi7(e ending date8 as defined 74
due date and ot-er sc-edu(ed orders8 to t-e (atest possi7(e starting date.
Note 2-is defau(t option is re(e:ant in t-e ma/orit4 of situations.
Fo$/a$& 2o ca(cu(ate t-e operation se3uence forward from t-e (atest possi7(e starting date8 as defined 74 due
date and ot-er sc-edu(ed orders8 to t-e ear(iest possi7(e ending date.
Note 2-is option is re(e:ant for 5S5! orders.
$. In t-e Cal(#late fie(d8 se(ect w-ic- parts of t-e production order to ca(cu(ate w-en refres-ing.
.. Se(ect t-e Wa$e%o#!e 3 C$eate In1o#n& Re-#e!t fie(d to create a ware-ouse re3uest for t-e putting awa4 of t-e
production orderJs components.
Note
2-e ware-ouse (ocation must 7e set up to re3uire put-awa4 processing 7ut not directed put-awa4 and
pick.
&. -oose t-e OK 7utton to start t-e Re"$e!% function according to 4our settings.
Note
Fou cannot refres- a reser:ed production order. Fou can restore t-e reser:ation after t-e production order is
refres-ed8 7ut in t-at case 4ou s-ou(d cance( t-e reser:ation 7efore 4ou refres-.
Note
-anges imp(emented wit- t-e Re"$e!% function are :er4 (ike(4 to c-ange t-e capacit4 need of t-e
production order. Fou ma4 -a:e to resc-edu(e operations afterwards.
M5*UF52U%I*G QUI; GUI+<S
Note To $e"$e!% a )$o&#(tion o$&e$
1$
HOW TO: REP4AN PRODUCTION ORDERS
2-is p(anning function ca(cu(ates c-anges made to components and routings (ines8 and it inc(udes items on (ower
production "#M (e:e(s for w-ic- it ma4 generate new production orders.
"ased on t-e c-anges 4ou -a:e made to t-e components and routing (ines8 t-e Re)lan function ca(cu(ates and p(ans
for an4 new demand for t-e production order. It is t4pica((4 used after 4ou -a:e added or c-anged components t-at
constitute under(4ing production orders.
2o inc(ude c-anges made to t-e -eader8 4ou must first refres- t-e production order. For more information8
see How to: %efres- !roduction #rders.
1. In t-e Sea$(% 7o=8 enter P$o&#(tion O$&e$!8 and t-en c-oose t-e re(ated (ink.
2. Se(ect t-e production order 4ou want to rep(an.
,. #n t-e 4ine! Fast2a78 c-oose A(tion! 8 c-oose 4ine!8 and t-en c-oose Co.)onent!.
>. 5dd a component8 w-ic- is a produced item or su7assem7(4.
$. From t-e production order8 on t-e A(tion! ta78 in t-e F#n(tion! group8 c-oose Re)lan.
In t-e Re)lan P$o&#(tion O$&e$ window8 define -ow and w-at to rep(an.
.. In t-e S(%e&#ling Di$e(tion fie(d8 se(ect one of t-e fo((owing options.
O)tion De!($i)tion
a(0 a(cu(ates t-e operation se3uence 7ackwards from t-e ear(iest possi7(e ending date8 defined 74 due
date andHor ot-er sc-edu(ed orders8 to t-e (atest possi7(e starting date.
Note 2-is defau(t option is re(e:ant in t-e ma/orit4 of situations.
Fo$/a$& a(cu(ates t-e operation se3uence forward from t-e ear(iest (atest possi7(e starting date8 defined 74 due
date andHor ot-er sc-edu(ed orders8 to t-e ear(iest possi7(e ending date.
Note 2-is option is on(4 re(e:ant for e=pedite orders.
&. In t-e Plan fie(d8 se(ect w-et-er to ca(cu(ate production re3uirements for produced items on t-e production
"#M8 as fo((ows.
O)tion De!($i)tion
No 4e+el! +o not consider (ower (e:e( production. 2-is on(4 updates t-e itemAs sc-edu(e8 (ike refres-.
One 4e+el !(an for first-(e:e( production demand. First-(e:e( production orders ma4 7e created.
All 4e+el! !(an for a((-(e:e( production demand. 5((-(e:e( production orders ma4 7e created.
0. Se(ect One 4e+el8 and c-oose t-e OK 7utton to rep(an t-e production order8 and ca(cu(ate and create a new
under(4ing production order for t-e introduced su7assem7(48 if it is not fu((4 a:ai(a7(e.
Note
-anges imp(emented wit- t-e Re)lan function are :er4 (ike(4 to c-ange t-e capacit4 need of t-e production
order and 4ou ma4 t-erefore -a:e to resc-edu(e operations afterwards.
M5*UF52U%I*G QUI; GUI+<S
Note To $e)lan a )$o&#(tion o$&e$
1.
HOW TO: P4AN PRO7ECT ORDERS
2-is p(anning task starts from a sa(es order and uses t-e Sale! O$&e$ Planning window. #nce 4ou -a:e created a
pro/ect production order8 4ou can p(an it furt-er 74 using t-e O$&e$ Planning window.
1. In t-e Sea$(% 7o=8 enter Sale! O$&e$!8 and t-en c-oose t-e re(ated (ink.
2. Se(ect t-e sa(es order t-at represents t-e production pro/ect.
,. #n t-e Na+igate ta78 in t-e Plan group8 c-oose Planning.
>. In t-e Sale! O$&e$ Planning window8 on t-e A(tion! ta78 in t-e F#n(tion! group8 c-oose C$eate P$o&. O$&e$.
$. In t-e C$eate O$&e$ "$o. Sale! window8 in t-e O$&e$ T,)e fie(d8 se(ect P$o2e(t O$&e$.
.. -oose t-e ?e! 7utton.
&. In t-e Sea$(% 7o=8 enter P$o&#(tion O$&e$!8 and t-en c-oose t-e re(ated (ink. #pen t-e production order /ust
created.
2-e So#$(e T,)e fie(d of t-e production order contains Sale! Hea&e$ and t-e order -as mu(tip(e (ines8 one for
eac- sa(es (ine item t-at must 7e produced.
0. #n t-e Na+igate ta78 in t-e Plan group8 c-oose Planning to open t-e O$&e$ Planning window.
). #n t-e A(tion! ta78 in t-e F#n(tion! group8 c-oose Re"$e!% to ca(cu(ate new demand.
2-e order -eader (ine for t-e pro/ect order is disp(a4ed wit- a(( unfu(fi((ed demand (ines e=panded under it. 5(t-oug-
t-e production order contains (ines for se:era( produced items8 t-e tota( demand for a(( production order (ines is
(isted under one order -eader (ine in t-e O$&e$ Planning window8 and t-e origina( customer name is disp(a4ed. Fou
can now proceed to p(an for t-e demand as descri7ed in How to: !(an for *ew +emand.
Note
+emand (ines in t-e pro/ect production order t-at -a:e P$o&. O$&e$ in t-eir Re)leni!%.ent S,!te. fie(d
represent under(4ing production orders. 5fter 4ou -a:e generated t-ese production orders8 4ou must again
ca(cu(ate a p(an in t-e O$&e$ Planning window to identif4 an4 unfu(fi((ed component demand for t-em. In
t-at case8 t-e4 are disp(a4ed as demand (ines under a norma( production order -eader (ine8 meaning8 t-e
pro/ect re(ation is no (onger :isi7(e in t-e window. Howe:er8 if 4ou are using t-e #rder 2racking feature8 t-en
4ou can (ook 7ack and fort- to a(( supp(4 orders made under t-e origina( sa(es order.
M5*UF52U%I*G QUI; GUI+<S
To ($eate a )$o2e(t )$o&#(tion o$&e$
1&
HOW TO: REGISTER CONSUMPTION AND OUTPUT
2-is e=ecution task is performed in t-e P$o&#(tion 7o#$nal window. 2-e /ourna( com7ines t-e functions of t-e
separate consumption /ourna( and output /ourna(s into one /ourna(. 2-e com7ined /ourna( is accessed direct(4 from a
re(eased production order. Its main purpose is to manua((4 post t-e consumption of components8 t-e 3uantit4 of end
items produced8 and t-e time spent in operations. 2-e :a(ues are posted to (edger entries under t-e re(eased
production order. onsumption 3uantities are posted as negati:e item (edger entries8 output 3uantities are posted as
positi:e (edger entries8 and times spent are posted as capacit4 (edger entries. Suc- posted :a(ues can a(so 7e :iewed
at t-e 7ottom of t-e /ourna( as actua( 3uantities.
Note "ecause consumption data is processed toget-er wit- output data8 t-is /ourna( offers an opportunit4
to disp(a4 (inked components and operations in a (ogica( process structure. omponents are indented under
t-eir respecti:e operation. 2-is re3uires t-at 4ou use routing (ink codes.
Note omponents wit-out routing (ink codes are (isted first in t-e /ourna(.
1. In t-e Sea$(% 7o=8 enter Relea!e& P$o&. O$&e$!8 and t-en c-oose t-e re(ated (ink.
2. #pen a re(eased production order (ine t-at is read4 for registration. #n t-e 4ine! Fast2a78 c-oose A(tion!8
c-oose 4ine8 and t-en c-oose P$o&#(tion 7o#$nal.
2-e P$o&#(tion 7o#$nal window opens s-owing /ourna( (ines for t-e production order (ine according to t-e P$o&.
O$&e$ Co.)onent and P$o&. O$&e$ Ro#ting windows. 2-ese (ines originate from t-e production "#M and
routing assigned to t-e item t-at is 7eing produced. For more information8 see How to: reate !roduction "#Ms
and How to: reate %outings.
,. In t-e Po!ting Date fie(d at t-e top of t-e /ourna(8 enter a posting date t-at app(ies to a(( (ines. 2-e work date is
entered 74 defau(t. 2-e fie(d is meant as a 3uick wa4 to a(ign posting dates on a(( (ines8 if re(e:ant.
Note !osting dates entered on indi:idua( (ines wi(( o:erride t-is fie(d.
>. In t-e Fl#!%ing Met%o& Filte$ fie(d at t-e top of t-e /ourna(8 4ou can c-oose to a(so :iew consumption and
output t-at is posted automatica((4 according to t-e f(us-ing met-ods defined for t-e item and resource
respecti:e(4.
#n eac- t4pe of (ine in t-e /ourna(8 on(4 t-e re(e:ant fie(ds are s-own. 2-e rest are 7(ank and write-protected.
'-en t-e /ourna( is opened8 it is preset wit- t-e 3uantities to 7e posted. If not-ing is posted so far8 a(( 3uantit4
fie(ds wi(( s-ow 74 defau(t t-e e=pected 3uantities carried from t-e production order. If partia( postings -a:e
7een made8 t-e 3uantit4 fie(ds on t-e (ines wi(( s-ow t-e remaining 3uantities. 2-e 3uantities and times a(read4
posted for t-e order are disp(a4ed at t-e 7ottom of t-e /ourna( as actua( entries.
oncerning t-e 3uantities in t-e O#t)#t Q#antit, fie(d8 4ou -a:e t-e option to set up w-ic- :a(ues to preset
w-en t-e /ourna( is first opened. 2-is is done from t-e Man#"a(t#$ing Set#) window8 Gene$al Fast2a78 in t-e
P$e!et O#t)#t Q#antit, fie(d. For more information8 see P$e!et O#t)#t Q#antit,.
$. !roceed to enter t-e re(e:ant consumption and output 3uantities in t-e edita7(e fie(ds.
Note #n(4 t-e output 3uantit4 on t-e (ast /ourna( (ine of entr4 t4pe O#t)#t wi(( ad/ust t-e in:entor4 (e:e(
w-en posting t-e /ourna(. 2-erefore8 do not to post t-e /ourna(8 wit- t-e e=pected output 3uantit4 preset on
t-e (ast output (ine8 unti( a(( end items are actua((4 produced.
.. Se(ect t-e Fini!%e& fie(d of output (ines to indicate t-at t-e operation is finis-ed. 2-is fie(d is re(ated to t-e
Ro#ting Stat#! fie(d on a production order routing (ine.
&. #n t-e A(tion! ta78 in t-e Po!ting group8 c-oose Po!t to register t-e 3uantities 4ou -a:e entered and t-en c(ose
t-e /ourna(.
If :a(ues remain to 7e posted8 t-e /ourna( wi(( contain t-ese remaining :a(ues ne=t time it is opened. !osted :a(ues
are s-own as actua( :a(ues in t-e 7ottom of t-e /ourna(.
Note If an item t-at is 7eing consumed is 7(ocked8 t-e /ourna( wi(( not post consumption 3uantities for t-at
M5*UF52U%I*G QUI; GUI+<S
To $egi!te$ (on!#.)tion an& o#t)#t
10
item. If a mac-ine or work center is 7(ocked8 t-e /ourna( wi(( not post output 3uantities or process times for
t-e output (ine in 3uestion.
Note If 4ou c(ose t-e /ourna( wit-out posting8 t-e c-anges wi(( 7e (ost.
Wa$ning 2-e P$o&#(tion 7o#$nal window cannot 7e used 74 two users simu(taneous(4. 2-is means t-at if
User 2 opens t-e window and enters data w-en User 1 is a(read4 working in t-e window8 t-en User 2 ma4
(ose data w-en User 1 c(oses t-e window.
M5*UF52U%I*G QUI; GUI+<S
1)
HOW TO: CREATE ROUTING 4INKS
Fou can create routing (inks to connect components to specific operations in order to retain t-eir re(ations-ip e:en
t-oug- t-e production "#M or routing is modified. It a(so faci(itates /ust-in-time f(us-ing of components8 name(4
w-en t-e specific (inked operation starts8 not w-en t-e comp(ete production order is re(eased.
5not-er important 7enefit is t-at (inked components and operations are disp(a4ed in a (ogica( process structure
w-en 4ou use t-e P$o&#(tion 7o#$nal window for output and consumption posting.
2o create a new routing (ink8 4ou must start in t-e routing and connect t-e (inks in t-e production "#M.
1. In t-e Sea$(% 7o=8 enter Ro#ting!8 and t-en c-oose t-e re(ated (ink.
2. #pen t-e routing t-at contains t-e operations t-at 4ou want to (ink.
Make sure t-e routing status is Un&e$ De+elo).ent.
,. #n t-e re(e:ant routing (ine8 in t-e Ro#ting 4in0 Co&e fie(d8 se(ect a code. If t-e co(umn is not :isi7(e8 open t-e
s-ortcut menu for t-e co(umn -eadings8 and t-en c-oose C%oo!e Col#.n! to add it. For information a7out -ow
to create routing (ink codes8 see Ho/ to: Set U) Ro#ting 4in0 Co&e!.
>. !roceed to add different routing (ink codes to ot-er operations in t-e routing8 if re(e:ant.
Note
Fou s-ou(d not use t-e same routing (ink code in different operations on a routing 7ecause 4ou ma4
incorrect(4 (ink a component to two different operations8 so t-at it is consumed two times.
It is a good idea to name t-e routing (ink code after t-e operation in order to ensure operation-specific
routing (inks.
$. Set t-e routing status to Ce$ti"ie&.
%outing (ink codes are now assigned to operations. *e=t8 4ou must create t-e actua( (ink 74 assigning t-e same
codes to specific components in t-e re(e:ant production "#M.
.. #pen t-e )$o&#(tion OM t-at contains t-e components t-at 4ou want to (ink to t-e a7o:e operations.
&. Make sure t-e "#M status is Un&e$ De+elo).ent.
0. #n t-e re(e:ant production "#M (ine8 in t-e Ro#ting 4in0 Co&e fie(d8 se(ect t-e code t-at 4ou -a:e /ust assigned
to t-e re(e:ant operation.
). !roceed to add routing (ink codes to ot-er components according to t-e uni3ue operations w-ere t-e4 are used.
1G. Set t-e production "#M status to Ce$ti"ie&.
Note
2o ena7(e t-e routing (inks on an e=isting production order8 4ou must first refres-. For more information8
see How to: %efres- !roduction #rders.
2-e se(ected components wi(( now 7e (inked to t-e se(ected operations w-en 4ou create or refres- a production
order using t-e production "#M and routing in 3uestion. 2-is is :isi7(e in t-e P$o&. O$&e$ Co.)onent! window
under t-e production order8 and -ere 4ou can a(so remo:e and add t-e defined routing (ink codes at an4 time.
M5*UF52U%I*G QUI; GUI+<S
To ($eate a $o#ting lin0
2G
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