Work Order Plus Setup Manual 2

Chapter 3: IM Setup

How to Access:

Main Menu è Util-Setup è Global Setup è Dist è I/M Setup

Main Menu è Distribution è Inventory Management è  Util-Setup è I/M Setup

 

(Figure 4)  I/M Setup page 1

 

1. Inventory Cost Method

  • The default cost method used by Elliott.  If this is set to S as Standard Cost, the system will use the standard cost logic in BOMP.

11. Validate Accounts From I/M Or G/L ?

  • The system will use the I/M Account file or G/L Account file based on this setting in BOMP.  Make sure all accounts are added to the correct file.

 

(Figure 5)  I/M Setup page 2

 

29. Default Std Cost Variance Acct

  • This was added during the development of WO+.  Normally it is set in Material Cost Type/Location File Maintenance, but it provides a default value if none of the Material Cost Type/Location records are set.

Chapter 4: BOMP Global Setup

How to Access:

Main Menu è Util-Setup è Global Setup è Dist è BOMP Global Control

 

(Figure 6)  BOMP Global Setup page 1

 

12. Report Time for Plus Work Order

  • Options
    • “Y” (Default) – The system will track operator time and production time. Labor Cost and Burden Cost will be calculated based on time information for each production.
    • “N” – The system will not track any time information and assumes no Labor and Burden Cost for the production.  A simplified interface will be provided for scanning work.  The system can still provide the current status in the shop. (Note: this flag cannot set to “N” at this moment.)

13. Outside Process Absorbed Account

  • This account needs to be entered if the production routings include an outside process.

14. Default Labor Absorbed Account

  • Newly created Department and Work Center entries will default to this value for the labor absorb account.  It can be overridden in at Department Level and Work Center Level.

15. Default Burden Absorbed Account

  • This account can be overridden at the Department Level and Work Center Level.

16. Def Copy Comp to Which Oper for Plus WO?

  • Plus Work Order introduces routings which contain one or more steps to complete parent items.  If the material issue point is not specified, the system will pick a step as the default material issue point based on this setting.
  • Options
    • A (Default) – Attached Operation.  If the Attached Operation Number (5. Attaching Operation) is specified in the Product Structure, the system will use a corresponding operation if Operation Number exists in the routing.  If Operation does not exist or the Attached Operation Number is blank, the system will use the first operation.
    • C – Currently Highlighted Operation.  The highlighted operation will be used during data entry, like selecting a routing though Production Routing Maintenance.  If there is no user interface, which is the case when a COP order is copied to BOMP, the first operation is used.
    • F – Always use the first operation.
    • L – Always use the last operation.

18. Prompt for New Operator ID for Each Actv. Scan

  • When operators select the Work Order Production function to report their jobs for a production, they will be prompted for an Operator ID and password.  If this computer is shared by other operators, the system should prompt for the ID and password each time.  Otherwise, the ID and password are only required the first time.  This is the default setting for the whole Elliott system, but you can override this.
  • Options
    • “Y” (Default) – The system always prompts for Operator ID and password.
    • “N” – The system only prompts for the Operator ID and password the first time selected.

 

(Figure 7)  BOMP Global Setup page 2

 

21. Immediately Post For Completed Scan Trx?

  • Allows an operator to immediately post the transaction that was reported through Work Order Production.  Transactions reported in Production Transaction Processing use another flag to control immediate posting.
  • Options
    • “Y” (Default) – Allows you to post the transaction immediately.
    • “N” – Not allow.

22. Default for Work Order Exact Qty Flag?

  • WO+ introduces a new flag for each work order, Exact Qty Flag, where selecting “Y” indicates the quantity completed must match the quantity ordered.  This global setup field is the default value for Exact Qty Flag, which appears when a work order is created through Work Order Entry.
  • Options
    • “N” (Default) – The default value is “N”.
    • “Y” – The default value is “Y”.

23. Default for WO Copy from COP Exact Qty Flag?

  • This is the default value of Exact Qty Flag when an order is copied from a COP Order.
  • “N” (Default) – The default value is “N”.
  • “Y” – The default value is “Y”.

26. Force Logoff If Logon Over This Hours

  • Operators may forget to log off of the system and this can cause problems with production reporting.  This field indicates the number of hours before the system considers it an exception.  When this is exceeded the system will log the operator off and create an exception log.  End Of Day and Meal Break are both considered a logoff function.
  • Options
    • 0 (Default ) – 12 Hours

27. Warning if Operator has no Break Aft This Hrs

  • A warning is given when the number of hours logged in exceeds this value without a break, normal or meal break.
  • Options
    • 0 (Default ) – 6 Hours

28. Default Direct Labor Grade in Work Order Plus

  • Default value for the Direct Labor Grade field in Departments and Work Centers. This labor grade is used for evaluations.

29. Default Shared Labor Grade in Work Order Plus

  • Default value for the Shared Labor Grade field in Departments and Work Centers. This labor grade is used for evaluations.

30. Default Machine Hours Calculation Method

  • Default value for the Machine Hours Calculation Method in Departments and Work Centers.  This flag describes how the machine is operated in the work center and how the machine hours can be calculated.
  • Options
    • “M” (Default) – Man-Hours.  Use this option when all the crew members are operating the same machine at one time.  A Machine Hour is equal to the hours the crew spends on it. (Machine Hours = Labor Hours).
    • “C” – Crew-Hours.  Use this option when each crew member is operating their own machine.  A Machine Hour is the sum of the hours that each crew member spends on it. (Machine Hours = Labor Hours times Number Of Crew Members).
    • “S” – This means Machine Hours is not always related to Labor Hours. This is for situations where the machine can run independently without an operator involved, like a Computer Numerical Controlled (CNC) Machine. If “S” is selected, the following question will appear:

Default Machine Ends by Default If Labor Ends

  • Since a machine can run without an operator, this flag indicates the default behavior of a work center machine when an operator leaves.  You can always override this behavior.
  • Options
    • “Y” – The machine usually stops after the operator leaves.
    • “N” – The machine keeps working after the operator leaves.

31. Def Days to Show in WC Oper Prod Activities

  • An option in the Work Center Operation/Inquiry screen shows all the production history of a work center.  This value defines how many days will be displayed in this option.  Qualified users can override this during the inquiry.
  • Options
    • 0 (Default) – All records

32. Def Days to Show in WC Oper Completed Prod

  • An option in the Work Center Operation/Inquiry screen shows the completed production history of a work center.  This value defines how many days will be displayed in this option.  Qualified users can override this during the inquiry.
  • Options
    • 0 (Default) – All records

33. Def Days to Show in WC Oper Terminated Prod

  • An option in the Work Center Operation/Inquiry screen shows the cancelled production history of a work center.  This value defines how many days will be displayed in this option.  Qualified users can override this during the inquiry.
  • Options
    • 0 (Default) – All records

34. Default Days to Show on Oper Time Clock Scrn”

  • This value defines how many days will be displayed in the Operator Time Clock Maintenance/Inquiry.  Qualified users can override this during the inquiry.
  • Options
    • 0 (Default) – All records

35. Default Shift for Operator

  • Default value for Operator file.

36. Copy PO FOB Cost to WO+ Outside Process

  • When products return from an outside process and the operator enters the Purchase Order Number of the outside process on the Production Transaction, this flag indicates if the system should use the most current FOB Cost in Purchase Order or the cost in Order Routing to calculate the outside process cost.
  • Options
    • “Y” (Default) – If a valid purchase order number is entered when reporting an Outside Process the system will use the FOB Cost from the PO Line Item instead of the one defined in Order Routing.
    • “N” – Always use the pre-defined value in Order Routing.

37. Update PO Receiving thru WO+ Outside Proc Rpt

  • When an operator reports the Purchase Order Number for an Outside Process, this flag indicates if the system should create a PO Receiving Record when the production transaction is posted.
  • Options
    • “Y” (Default) – If a valid PO number is entered for outside processing, the system will create a PO Receiving Transaction once the transaction is posted.
    • “N” – Never do PO Receiving though WO+.

 

(Figure 8)  BOMP Global Setup page 3

 

38. Break Begin Time Diff to Cause Exception

  • If an operator clocks out for a break earlier or later than the time defined in the Operator File and the difference in minutes is greater than this value, the system will consider this an exception and will notify the manager through an Elliott Event.  The system will determine if it is 1st Break or 2nd Break based on the time it takes place.  The manager can also specify a different value for each operator in the Operator File.
  • If the difference is negative, the operator took a break too early.  If it is positive, the operator took a break too late.
  • Options
    • 0 (Default) – Disable checking.

39. Total Break Time Exceed to Cause Exception

  • If an operator records a break time longer or shorter than the defined time in the Operator File and the difference in minutes is greater than this value, the system will consider this an exception and will notify the manager through an Elliott Event.  The system will determine if it is 1st Break or 2nd Break based on the time it takes place.  The manager can also specify a different value for each operator in the Operator File.
  • It is only considered an exception when the operator’s break is too long.
  • Options
    • 0 (Default) – Disable checking.

40. Meal Begin Time Diff to Cause Exception

  • If an operator records a meal break earlier or later than the time defined in the Operator File and the difference in minutes is greater than this value, the system will consider this an exception and notify the manager through an Elliott Event. The manager can also specify a different value for each operator in the Operator File.
  • Options
    • 0 (Default) – Disable checking.

41. Total Meal Time Diff to Cause Exception

  • If an operator records a meal break longer or shorter than the time defined in the Operator File and the difference in minutes is greater than this value, the system will consider this an exception and notify the manager through an Elliott Event. The manager can also specify a different value for each operator in the Operator File.
  • It is only considered an exception when the operator’s meal break is too long.
  • Options
    • 0 (Default) – Disable checking.

42. Job No Default Value When Copy from COP

  • This flag will indicate which value will be used as the Job Number by default when a work order is copied from a COP sales order.
  • Options
    • “J” (Default) – Sales Order’s Job Number
    • “O” – Sales Order Number
    • “C” – Customer Number
  • A Job Number will be automatically created if the Sales Order does not have a job number and Job Numbers are in use.

43. WO+ Routing User Defined Field Literal

  • This setting defines the literal for the 15 character user-defined field for each operation.  The default value of “User Defined Field” will be used if the value is left blank.

44. Report Scrap to a Separate Account?

  • By default, the cost of scrap is absorbed into the Finished Goods account, or the Standard Variance account if the cost method is Standard Cost, and this increases the production cost or variance.  Set this flag to “Y” if you want to separate this amount into another account.  The system will use an algorithm to estimate this cost and distribute it to the scrap account.
  • Options
    • “N” (Default) – Not use another account for cost of scrap.  The total production cost will increase due to scrap.
    • “Y” – Use another account to absorb cost of scrap.

45. WO+ Scrap Account

  • Scrap Account Number.  Enter this account number if you plan to absorb the cost of scrap with a scrap account.

46. Default Work Order Type

  • This flag was moved from the Available to Promise Global Setup to BOMP. Since we now have three 3 types of work orders, this flag indicates which is the major type in use.  This will affect several areas, such as creating a work order through ATP processing.  The default work order type will depend on this flag.
  • Options
    • “P”(Default) – Plus Work Order
    • “M” – Material Work Order
    • “O” – Legacy Work Order

47. Enforce +WO Revision Control

  • After a Work Order is released to the shop floor, any change in order routing may cause confusion for the operators.  Revision Control can prevent problems by requiring the operator to reprint the Traveler, which contains the order routing information, whenever the order routing is modified. Reporting for this work order will be suspended until the Traveler is reprinted.
  • The Revision Number of a Work Order is visible on many screen and reports.  The original version of the order has a revision of zero.
  • Options:
    • “N” (Default) – Revision Control not enforced.
    • “Y” – Enforce Revision Control.

48. Mass Change Routing thru Oper ID Maint?

  • This global flag controls whether all the operations will be updated if a value is changed in the Operation ID file.  These operations can be in Product Routing, Order Routing or Base Order.
  • Options:
    • “N” (Default) – Never update.
    • “Y” – Update if any value in the Operation ID is changed.
    • “A” – Always ask to update, regardless if any value is changed.

49. Mass Change Routing thru Product Routing Mnt?

  • This global flag controls whether all the work orders will be updated if a value is changed in the Product Routing file.  These work orders can be Plus Work Orders or Base Work Orders.
  • Options:
    • “N” (Default) – Never update.
    • “Y” – Update if any value in the Product Routing is changed.
    • “A” – Always asks for update, no matter any value is changed or not.

50. Mass Change Routing thru Base Order Maint?

  • When user changes the value in Base Work Order, all the work orders which is copied from this base order can be updated or synchronized at once. These work orders can be Plus Work Order. This global setup indicates if user wants to use this feature.
  • Options:
    • “N” (Default) – Never Update.
    • “Y” – Update if any value in the Base Work Order is changed.
    • “A” – Always asks for update, no matter any value is changed or not.

51. Enforce Material Verification in Production?

  • Material Verification requires the operator to enter the item number or scan the UPC of each item used when reporting a production for the material.  This feature can be activated with this global setup flag.
  • Option
    • “N” (Default) – Do not verify.
    • “Y” – Use Material Verification.
  • If Material Verification is activated, another set of parameters will appear.
    • “Use ItemUserAmt/OrdMultiple as Package Qty” – This yes/no flag asks if you want to use the amount field in Extra Item Data or Order Multiple in the Item File as the package quantity.  I/M Global Setup field 21, Use Which Item Field For Quantity/Box, defines which field to use.
    • “Enter Qty Before Or After” – By selecting “Before” operators only need to enter the item number or scan the UPC to accumulate the quantity.  The quantity can be entered in this same field.  The following flag determines if a numeric entered is the quantity or an item number.  When “After” is selected the system will always prompt for a quantity after the item number is entered.
    • “Max Digits For Pre-Scan Quantity” – This sets the threshold for the quantity size if the previous flag is set to “Before”.  Since the “Before” setting will provide only one field, any number with this many digits or smaller will be considered a quantity and anything larger will be considered an item number.
    • “Consider Item# Entry As Scan Or Manual” – This flag determines whether a manually entered item number, instead of the UPC or GTIN, should be considered as a scan or a manual entry.  Material Verification will keep track of scans versus manual entries.  Entering a UPC or GTIN is always considered a scan.
    • “Consider Manual Confirm as an Exception?” – Manual entries can be considered an exception.
    • “Consider Over Verify as an Exception” – Reporting a quantity more than expected can be considered an exception.
    • “Consider Under Verify as an Exception” – Reporting a quantity less than expected can be considered an exception.
    • “Consider Substitution as an Exception” – Reporting a substitution component can be considered an exception.
    • “Verification Exception Override Password” – When one of the exceptions described above takes place, a password can be entered to override the exception.  Operators who are not given this password should ask a supervisor to override it.
    • “Wave File For Confirm” – This is the wave file to play when a component is confirmed.
    • “Wave File For Wrong Item” – This is the wave file to play when a wrong item is entered.
    • “Wave File For Alert” – This is the wave file to play when an exception occurs.
    • “Wave File For Over Or Under Verify” – This is the wave file to play when the quantity verified for a component is over or under.

52. Warning If Plan & Report Qty Are Different?

  • A warning can be displayed if an operator reports a quantity which is different from the planned quantity when the production started.
  • Options:
    • “N” (default) – Do not warn.
    • “Y” – Warn every time this happens.

53. Allow to Copy from Another WO With Diff Item?

  • This flag determines if an operator is allowed to copy a routing and bill of material from another base plus work order to a plus work order and the item numbers on the two orders are different.  The flag will not affect copying other orders to a base work order.
  • Options:
    • “N” (default) – Not allow.
    • “Y” – Allow, but warning when this happens.

54. Exception Level if Order Has Missing Trx?

  • The system will check for any missing transactions in the previous operations when posting a transaction for the last operation.  For example, 98 pieces are reported for the first operation and now the operator wants to post 100 pieces to the last operation.  The system would consider the first operation to be missing a transaction of 2 pieces.  This flag determines if the missing transaction is an error, warning or not an exception.
  • Options:
    • “E” (default) – Consider it an error.  The system will prevent an operator from posting this transaction.
    • “W” – Consider it a warning.  The system will display a warning and ask the operator to confirm it.
    • “N” – Not an exception.  The system will not display any warning.  This means the operator should take responsibility if the wrong quantity is reported.
  • Another prompt will appear if this flag is “E” or “W”: “Missing Qty Exceed this Var% to Cause Error/Warning?”
    • When the prior flag is set to “E” and a transaction is missing where the quantity of the transaction exceeds the variance percentage of the operation quantity, an error condition is raised.  If the variance percentage is less than this value, then it is considered a warning.  For example, the last operation reports 100 pieces and an operation is missing a transaction of 2 pieces.  A warning occurs when the field is set to 5%.  It will produce an error if it is set to 1%.  Set it to zero if you always consider a missing transaction an error.
    • When the prior flag is set to “W” and the missing quantity exceeds the variance percentage, a warning is given.

55. Primarily Show Item Number or Desc On Screen?  

  • You can select the item number or item description to be the primary display on the inquiry screens, depending on which one is more meaningful.
  • Options:
    • I (default) – Display Item Number.
    • D – Display Item Description 1.

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