IMPORTANT |
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site. |
Purpose: The purpose of this exercise is to create the basic data that is used in the Discrete Manufacturing exercises. This sets up data for your site and needs to be done only once for the Discrete Manufacturing course exercises.
General exercise for Overview of Discrete Manufacturing Data
Purpose: The purpose of this exercise is to set up inventory picking locations for running functionality isolated by site.
Windows:
Inventory Locations
Site | Location No | Warehouse | Location Name | Location Group |
Your Site | 1 | Main | Main Warehouse | 30 |
Your Site | 1A | Secondary | Secondary Warehouse | 30 |
Your Site | 2C | Sub | Subassembly inv | 30 |
General exercise for Entering Inventory Locations
Purpose: The purpose of this exercise is to verify that the system default for creating shop orders is set correctly for the main exercises below.
Windows:
Parameters for Distribution and Manufacturing
General information about System Parameters
Purpose: The purpose of this exercise is to ensure that you have the correct quantities of company owned parts in stock to be able to do the main exercises below.
Windows:
Inventory Part Currently On Hand
Receive Inventory Part
Site | Location | Part Number | Part Description | Quantity Available for Manufacturing | Serialized? |
Your Site | 2C | 21-250 | Fuel System | 1 | Yes |
Your Site | 1 | 21-350 | Fuel Tank | 5 | No |
Your Site | 1 | 21-351 | Carburetor | 5 | Yes |
Your Site | 1 | 21-352 | Fuel Pump | 5 | No |
Note: For the serialized parts, you will need to define the serial numbers when receiving parts into inventory. When generating a range of serial numbers, the serial numbers generated can have either a prefix, a suffix, or both added to the generated set of sequential numbers, so you should decide which you prefer. The generated numbers do not retain leading zeros. To have leading zeros, the zero characters must be added manually. The serial numbers are stored in the IFS system as alphanumeric values. You may want to use your initials followed by a dash as a prefix to make the serial numbers easy to query.
General exercise for Receiving Inventory Part
Purpose: The purpose of this exercise is to ensure that you have the correct quantities of customer owned parts in stock to be able to do the main exercises below.
Windows:
Inventory Part Currently On Hand
Purchase Part
Supplier for Purchase Part
Purchase Order
Register Purchase Order Arrivals
Site | Location | Part Number | Part Description | Quantity Available for Manufacturing | Serialized? |
Your Site | 1A | 21-350 | Fuel Tank | 5 | No |
Your Site | 1A | 21-351 | Carburetor | 5 | Yes |
Note: If you do not have enough parts, you will need to register some basic data to enable that your company can receive parts from the customer, if this has not been done previously.
Note: The quickest way to do the above step is to duplicate the supplier for purchase part record for this part and supplier for site 1.
Note: If you are not able to put the customer owned parts in a location because some company-owned parts with the same part number already exist there, then either move the company-owned parts or use a different location.
General exercise for Supplier for Purchase Part
General exercise for Entering Purchase Orders
General exercise for Reporting Arrival
General exercise for Handling Serial and Lot/Batch Numbering
Purpose: The purpose of this lesson is to show how to define and handle part ownership on shop orders.
Windows:
Shop Order
Shop Order/Tracking
Shop Order/Material
Shop Order/ByProduct
Shop Order/Detail
Inventory Part Currently On Hand
Inventory Transaction History
Shop Order Costs
Customer 1000 has subcontracted our company (company 10), to assemble the fuel system for racing engines because we have the proper equipment to do the manufacturing. The customer owns both the finished product and some of the components. We will manufacture the product, and bill the customer for the work done and any components supplied by our company.
The exercises below must be performed in the order listed. If you stop between exercises, it will be necessary to query for your order and then start where you left off.
Note: The Ownership field may have the values Company Owned or Customer Owned. When the shop order product is customer owned, the customer shown in the Owner field can only be changed if none of the material or by-product lines are customer owned, since the owning customer must be identical for all customer owned parts (the shop order product, by-products and component material).
Note: The ownership for the component part 21-352 must be changed because the customer is not providing this part.
Note: The Ownership field may have the values Company Owned, Customer Owned or Supplier Loaned. For a single shop order, the owning customer must be identical for all customer owned parts (shop order product, by-products and component material).
Note: Steel sheeting is used as a part of the packaging material when the fuel tank is shipped from the customer. This material must be returned to the customer and it will be treated as a by-product to the shop order.
Note: The Ownership field may have the values Company Owned, Customer Owned or Supplier Loaned. For a single shop order, the owning customer must be identical for all customer owned parts (shop order product, by-products and component material).
General exercise for Releasing Shop Orders
Note: Only inventory parts with ownership corresponding to the ownership specified on the component material lines can be reserved or issued to the shop order. In this case, the location 1A which contains part no. 21-350 that are customer owned should be shown.
Note: The shop order should have a status of Started with no operations reported, and all material reserved and issued. After reserving serial numbers for the shop order product, you will automatically report the operations at the same time as the shop order product is received.
General exercise for Handling Serial Numbers on Shop Orders
Note: First, you will attempt to receive the shop order product into a location which already contains the part but which are company owned. In the Required Data section of this exercise, part 21-250 that is company owned was received into location 2C.
Note: There will be a transaction created for movement of parts in inventory with the inventory location identified in the Location No field. The Quantity is displayed in three data fields. The first has a value of '+' or '-' identifying the direction of movement the inventory is in relation to the inventory location ( '+' means moving into the location and '-' means moving out). The second field contains the numeric quantity for the transaction, and the last field is the unit of measure for the part. The Transaction Code field contains a value that indicates the type of transaction.
Copying forbidden: The material in this manual is protected by copyright law, and may not be copied entirely or in part, without the prior permission of Industrial & Financial Systems AB. © 2012 Industrial & Financial Systems AB