Production tracking
Use this function to customize the Production tracking (GESMTK) function to the needs of your organization and your processes.
Your system is provided with a standard or master Production tracking entry format. You can modify the master or create new entry formats to suit your processes, your users or just to make your system more convenient to use. Each format affects the way in which information is entered, displayed and printed.
You create each entry format as a Transaction. Each transaction you define is available for selection when the Production tracking function is selected from the menu. You are advised, however, to get a basic understanding of how your system works before changing the master format.
Prerequisites
Refer to documentation Implementation
Screen management
The Production tracking Entry transactions function contains a header information section and one tab per feature of the functionality:
- Header information. The header information contains the code and name for this entry transaction, and the user access code.
- General. Use this tab to describe the functional characteristics of this entry transaction.
- Operation/Manufacturing. Use this tab to provide default entry fields and values if operation tracking or production reporting is available with this entry transaction.
- Materials. Use this tab to provide default entry fields and values if material consumption tracking is available with this entry transaction.
- Issue parameters. Use this tab to provide default entry, and display, fields and values.
- Receipt parameters. Use this tab to provide default entry, and display, fields and values.
- Analytical. Use this tab to define the default analytical dimensions applicable to this entry transaction.
Header
Presentation
The header information provides key tracking and access information. The header information is displayed with each tab.
Each transaction code you define is available for selection when the Production tracking function is selected from the menu.
Close
Fields
The following fields are present on this tab :
Production tracking
|
Code used to identify the transaction set up. |
|
Transaction description. |
|
This flag is used to activate or deactivate a transaction. |
|
Access code that is used to restrict access to data by user or group of users. |
|
This field is used to allow access to the transaction to a limited group of companies. |
Close
Tab General
Presentation
You use this tab to define functional characteristics for this entry transaction. This includes the following information:
- The types of tracking to be available to the user – material consumption tracking, operation tracking and production reporting.
- Default filters (selections).
Close
Fields
The following fields are present on this tab :
Input
|
Parameter used to define whether this entry transaction authorizes the production reporting. |
|
Parameter used to define whether this entry transaction authorizes operation tracking. |
|
Parameter used to define whether this entry transaction authorizes material tracking. |
Block number 2
|
Default value of the filterfield. |
|
Parameter used to define if, for this entry transaction, the filter must be:
|
|
The presence of this field is subject to activity code WRH.
|
|
The presence of this box is subject to activity code WRH.
|
Close
Tab Operation/Manufacturing
Presentation
You use this tab to provide default entry fields and values.
- Enter or select the Operation tracking fields if operation tracking is available with this entry transaction (as defined on the General tab).
- Enter or select the Production reporting fields if production reporting is available with this entry transaction (as defined on the General tab).
The Time type and Product type fields control display of the tracking type in the Production tracking tabs Operations and Manufacturing respectively. This information can be useful when viewing and modifying plans containing different types of tracking.
Close
Fields
The following fields are present on this tab :
Operation tracking
|
Parameter used to define the display type. |
|
|
|
Parameter used to activate/deactivate the modification of the operation unit. |
|
Default tracking unit. |
|
Parameter used to define, for this entry transaction, if the scrap message field can be assigned. |
|
|
|
Parameter used to specify if, for this entry transaction, the ID number field can be assigned. |
Production reporting
|
Parameter used to define the display type. |
|
Movement group, initialized by the movement group of the transaction being used. |
|
This field is used to specify, for this transaction, the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting postings along with the stock movements created with this transaction. |
|
A stock transaction code is used to specify rules within a similar transaction type.
The movement code is used to define specific stock receipt rules and stock issue rules for some transactions. Expert users could for instance authorize a receipt to stock of goods with the status A using a dedicated transaction, whereas for all other users the goods will have the status Q. |
Close
Tab Materials
Presentation
You use this tab to provide default entry fields and values if material consumption tracking is available with this entry transaction (as defined on the General tab). This includes the following information:
- Material type. This defines whether the material tracking type (material consumption with WO/material consumption without WO) should be displayed in the Production tracking Components tab. This information can be useful when viewing and modifying plans containing the different types of tracking.
- Material consumption. This is used to load the quantities of material consumed based on the planned and completed quantity:
- All planned materials are consumed irrespective of the quantity of the product already completed.
- Materials are consumed in proportion to the quantity of the product already completed, without exceeding the planned quantity.
- Materials are consumed in proportion to the final completed quantity of the product.
- Stock withdrawal. This defines whether materials are tracked according to the stock withdrawal method (immediate withdrawal or post consumption) defined on the product-site record.
- Manual issue only. This defines whether to make mandatory the manual entry of material consumption in immediate stock withdrawal mode.
The following combinations of filters are possible:
| Automatic determination (in the transaction) | Manual withdrawal | Consumption mode | Result |
|---|---|---|---|
| No | * | * | Mandatory manual tracking |
| Yes | * | Post consumption | Stock determined automatically |
| Yes | No | Immediate | Stock determined automatically |
| Yes | Yes | Immediate | Mandatory manual tracking |
- Movement code. Movement codes are defined in Miscellaneous table 14. They enable rules to be defined for selected product categories for selected stock issue transactions. For example, a stock issue at status 'Q' might only be authorized for a dedicated transaction for advanced users.
Payment transactions
Close
Fields
The following fields are present on this tab :
Material tracking
|
Parameter used to define the display type. |
|
Setup used to define, for this entry transaction, the material consumption mode:
|
|
Filter on the materials to be proposed according to their stock issue mode. |
|
Parameter used to define, for this entry transaction, the material grid sorting according to:
|
|
Parameter used to define, for this entry transaction, whether the stock issue location of each material line can be initialized with the default value entered in the header (if it is empty). |
|
This setup is a constraint for the user to choose manually the stock for consumption. |
Stock
|
Movement group, initialized by the movement group of the transaction being used. |
|
This field is used to specify, for this transaction, the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting postings along with the stock movements created with this transaction. |
|
A stock transaction code is used to specify rules within a similar transaction type.
The movement code is used to define specific stock receipt rules and stock issue rules for some transactions. Expert users could for instance authorize a receipt to stock of goods with the status A using a dedicated transaction, whereas for all other users the goods will have the status Q. |
|
This setup is used to define, for this transaction, whether the stock issue must be automatically determined or must be chosen manually. |
Close
Tab Issue parameters
Presentation
You use this tab to provide default entry, and display, fields and values. Where fields can be entered or displayed you can select from the following values:
Entered
The associated field is to enable data entry.
Displayed
The associated field is to be displayed. It is not to be available for data entry.
Hidden
The associated field is not to be displayed.
For selected fields, you can also define whether the field will be accessible in both a form (screen) and a table (grid), only in a form or only in a table.
Close
Fields
The following fields are present on this tab :
Entry mode
|
Parameter used to define, for this transaction, whether the Lot field must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this transaction, whether the sub-lot field must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Use this parameter to define, for this entry transaction, whether the Major version number is displayed. You can set this field to one of the following values:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Use this parameter to define, for this entry transaction, whether the Minor version number is displayed. You can set this field to one of the following values:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this transaction, whether the status field must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this transaction, whether the location field must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this transaction, whether the serial number start field must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this transaction, if the serial number end field must be: hidden: The field does not appear in the grid. displayed: The field is displayed but cannot be entered/modified. entered: The field is displayed and can be entered. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
|
|
|
|
Parameter used to define, for this entry transaction, if the movement description in the Stock receipt entry screen must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
The presence or absence of this option is subject to the activity code WRH.
|
|
|
Close
Tab Receipt parameters
Presentation
You use this tab to provide default entry, and display, fields and values. Where fields can be entered or displayed you can select from the following values:
Entered
The associated field is to enable data entry.
Displayed
The associated field is to be displayed. It is not to be available for data entry.
Hidden
The associated field is not to be displayed.
For selected fields, you can also define whether the field will be accessible in both a form (screen) and a table (grid), only in a form or only in a table.
When a tracking line is for a product managed by serial number and the tracked quantity is greater than one unit, the Starting/Ending serial number columns contains the first/last serial number, if the serial numbers attributed to the tracking line are consecutive. These columns cannot be amended.
Close
Fields
The following fields are present on this tab :
Entry
|
This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement.
The specific case of Customer returns: if the entry of PAC unit is allowed, then it is possible to modify the sales unit in the return by selecting a different sales unit among the following units:
When this is not the case, the sales unit will not be modifiable and the PAC/STK conversion factor and the STK quantity fields will not be displayed. The specific case of Loan returns: the entry in PAC is not possible in a loan return line. The sales unit is not modifiable for this type of return. |
|
Setup used to define, for this entry transaction, if the product Supplier number must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this entry transaction, whether the product Lot number must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this entry transaction, whether the product Sub-lot number must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Setup used to define, for this entry transaction, if the product Sub-lot number must be: |
|
This setup is used to define, for this entry transaction, whether the entry status must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this entry transaction, if the location for the product receipt must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Setup used to define, for this entry transaction, whether the Order unitary price should be:
This information is used to intervene in the valuation of the stock receipt:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this entry transaction, whether the first product serial number for receipt to stock must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
|
|
|
|
Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
The presence or absence of this option is subject to the activity code WRH.
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
Detail
|
This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement. If the the entry of the PAC is possible, it is then possible to modify the PAC/STK conversion factor (on the condition that the product unit authorizes this modification). |
|
Setup used to define, for this entry transaction, if the product Supplier number must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
This parameter is used to define, for this entry transaction, whether the Major version numbermust be:
The management of the version numbers is only carried out at the Lot complement window level. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
This parameter is used to define, for this entry transaction, whether the Minor version number must be:
The management of the version numbers is only carried out at the Lot complement window level. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
|
|
|
|
Parameter used to specify if, for this entry transaction, the printing of documents (in this case, stock labels) is authorized. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Setup used to define, for this entry transaction, if the number of documents to be printed can be entered or not. |
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Setup used to define, for this entry transaction, if the transaction price in the Stock input entry screen must be:
|
|
Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
|
Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:
|
|
Setup used to define if, for this entry transaction, the available to promise stock in the stock entry screen must be:
|
|
Setup used to define, for this entry transaction, if the field must be present in:
|
Lot
|
Setup used to define, for this entry transaction, if it is mandatory for the lot expiry date to be entered. |
|
Setup used to define, for this entry transaction, if it is mandatory for the lot title to be entered. |
|
This setup is used to specify for each of the user free fields 1-2-3-4 of the Lot addition entry window whether these fields must be entered. These fields are used to associate additional information to a lot. |
Close
Tab Analytical
Presentation
You use this tab to define the default analytical dimensions applicable to this entry transaction.
Close
Fields
The following fields are present on this tab :
Block number 1
|
Parameter invisible and not used. |
|
|
|
|
|
Specify for this transaction if the analytical dimension fields related to stock movements must be:
|
Released product entry
|
Parameter invisible and not used. |
Material entry
|
Parameter invisible and not used. |
Grid Released product
|
You can enter an analytical dimension type code on each table line. |
|
Parameter used to define, for this entry transaction, if the analytical dimension must be:
|
Grid Materials
|
You can enter an analytical dimension type code on each table line. |
|
Parameter used to define, for this entry transaction, if the analytical dimension must be:
|
Operation entry
|
Parameter invisible and not used. |
Grid Operations
|
You can enter an analytical dimension type code on each table line. |
|
Parameter used to define, for this entry transaction, if the analytical dimension must be:
|
Close
Action icon
Preload dimensions
Click Preload dimensions from the Actions menu to load all dimension types defined for a given group of sites or companies.
Close
Specific Buttons
|
|
The following fields are included on the window opened through this button : Block number 1
Block number 2
Close Click the Copy action to copy this entry transaction to a different folder. |
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
You do not have the access rights for this code
This message is displayed if the access code entered does not exist in the user profile. To solve this problem you must choose an access code from the list displayed or (provided you have the authorization) add the requested access code to the user profile.