Production plan

The production site associated with the user is proposed by default. It can be modified by another site authorized for the operator, depending on its authorizations.

This field makes it possible to filter the data to be processed.

It is only taken into account when pre-loading a WO.

Mind the loading time.

Use this field to filter the records to be tracked. Select one of the following values:

• All
• Closed
• Not closed

Entering these fields is not mandatory. Use them to limit the display of allocations to one document or a range of documents.

Enter the selection end entry number.

This field specifies the reference of the product to to process.

Enter the BOM name for the selection start.

Enter the BOM name for the selection end.

Enter the selection start BOM code.

Enter the BOM code selection end.

Date utilisée à la comptabilisation du mouvement. Elle est initialisée avec la date du jour et peut être changée pour une date antérieure, si la date sélectionnée se situe dans une période ouverte du calendrier comptable.

Vous ne pouvez pas saisir une date supérieure à la date du jour.

The tracking type may concern:

• a work order,
• a BOM (without WO).

This field displays the work order number (unique ID).

This number is automatically or manually generated upon each creation.

Click the Selection icon to open the list of work orders (which only includes 'Firm' or 'Closed' work orders) and select a work order.

Material

Several BOMs can be defined for a single product reference.

They can be distinguished via the code, entered on two numbers.

The various BOM codes can be used to manage different product structures according to their use context such as:

• MRP calculation,
• sales order entry,
• manufacturing/production.

This field can be left empty (value = 0) to enable manual entry of the components. In this case, only the component is loaded.

On analytical inquiry, this field determines the non-financial unit linked to the displayed account.

The non-financial unit is determined when setting up an account associated with a given value.

This unit is called upon entry.

This field indicates the actual quantity expressed in the release unit.

This field displays the conversion factor used for the unit of measure of a quantity and the stock unit of the corresponding product.

Status of the stock to be received.

The location types are used to codify the warehouse locations according to their storage characteristics: size, authorized statuses, technical constraints etc.

They are associated with the products by site, and are used in this way to geographically group the products with similar characteristics.

According to the stock transaction parameterization, the location type for the product is proposed by default and can be modified in the transaction entries.

The storage location is automatically loaded depending on the location type if it is specified, otherwise the default location defined in the product-site record will be used.

This value can be modified later.

This field indicates the lot linked to the stock movement.

Sub-lot concerned by the stock transaction.

This field contains the number of sub-lots concerned by the stock transaction.

Enter the initial serial number, selection start range.

Enter a free description that will be registered in all the stock transactions associated with the delivery line.

This description is also accessible from the stock issue detail window. If it has been modified by this function, it will be automatically recovered and registered on the shipment line in this field.

Use this field to specify whether the line must be closed or not ('Yes'/'No').

The setup determines if the analytical dimensions can be modified. They are initialized based on the setup of the default dimension.

In creation mode, if no order line has been entered and the project code is modified, the analytical dimensions are reset based on the setup of default dimensions.

In creation mode, as in modification mode, if an order line is entered and the project code is modified, the analytical dimensions are not reset.

 This button is used to view the tracking progress status.

This button is used to view the record of the WO released product.

This button is used to view the Work Order being tracked.

This button is used to view the selected BOM.

Is used to open the entry window Stock detail in order to perform a manual tracking.

This button is used to view the product stock by lot.

This button makes it possible to manually consume the materials associated with the manufactured product based on a material issue workbench.

This button is used to enter the lot information.

This button is used to view the lot information.

This button is used to load the table with the materials from the selection carried out.

It is possible to delete the selected lines (right click on Line deletion) and add other lines by direct entry at the bottom of the table. The addition of lines is possible up to the number of lines that the table can contain: this number is determined by the transaction setup.

This button is used to refine the selection by filtering the operations to be processed by the Order and/or by Project and to modify the default sort criteria and to save the set of selection criteria by saving one or more Memo codes.

Click the Validation action to validate or confirm the details of each line in the grid. Each line for which validation is successful will create the corresponding work order tracking record. One Work order tracking record will be created per posting date.

If material consumption or production reporting occurs at the same time, the tracking date of the operation is applied to the corresponding stock movement transaction. The system will check that the stock movement date falls in a period in which stock updates are authorized.

The results of the tracking are written to the System log. The log file displays the number for each work order tracking record created.

 If clicking the Validation action returns data to the grid this indicates that there might be an issue with the data or the System log is locked. You should first try to revalidate the data by clicking the Validation action again.

• If an empty grid is returned after you click the Validation action this confirms that the data has been correctly executed.
• If data is returned to the grid after clicking the Validation action a second time this indicates that there is an issue with the data on those lines. You must correct the data before you can continue or retry the Validation action in case some records were locked by other transactions. Any lines that have been removed have been saved because the data has been correctly executed.

Click the Transaction action to view or amend the format of this entry transaction.