Production plan

Use this function to customize the Production plan (FUNBENCHI) function to the needs of your organization and your processes.

Your system is provided with a standard or master Production plan entry format. You can modify the master or create new entry definitions to suit your processes, your users or just to make your system more convenient to use. Each entry definition affects the way in which information is entered, and what information is displayed and printed. 

You create each entry definition as a "Transaction". Each transaction you define is available for selection when the Production plan function is loaded, either from the menu or from an action in a linked function. The default entry screen will be displayed and a choice will not be offered if you do not define additional transactions to the standard or master Production plan entry format.

 You are advised to get a basic understanding of how your system works before changing the master entry definition.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

The Production plan Entry transactions function contains a Home section and one section per feature of the functionality:

Header

The transaction header allows the user to create new transaction codes or to look for existing transactions to modify or delete. It is composed of two sections:

Transaction

This is the code identifying the setup of the Production plan transaction. A description is assigned to each setup transaction code. These are two items of information that appear in the selection window proposed at the start of the production reporting entry.

Access code

Transactions can be filtered according to the users, thanks to the introduction of this access code: if the field is assigned, only the users who have this access code in their profile will be able to access the transaction.

If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer proposed: the access is by direct entry.

Production plan

Transaction (field BTSNUM)

This field indicates the code of the setup transaction.
field DESAXX

This long description is used as a title in screens and reports.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

  • Select Translation from the Actions icon in the corresponding field.
  • In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

SEEINFO The connection language needs to be defined as a default language for thefolder.
Active (field ENAFLG)

Use this field to activate or deactivate a transaction.
Inactive transactions are not displayed in the transaction selection window.
Access code (field ACSCOD)

This access code is used to restrict access to data by user or group of users.
If this field is entered, only users with this access code in their profile can use this transaction.
If several transactions are available, you can choose the transaction you want to use to open the function. If only one transaction is available, there is no selection to be made: the default entry screen opens directly.
Group (field GFY)

This field is used to allow access to the transaction to a limited group of companies.

Tab Parameters

You use this section to define functional characteristics for this entry transaction. This includes the following information:

  • Which production reporting type is requested (entry to stock on WO/entry to stock on BOM).
  • Which default quantity should be used to initialize the produced quantity in the case of an entry to stock on BOM without WO?
  • If the material consumptions associated with the production reporting should be achieved                        
  • The material consumption method: this setup is used to load the quantities of consumed material based on the planned and achieved quantity.
  • Strict manual withdrawal: this setup allows the user to impose or not manual entry of the consumption of the materials with the immediate stock withdrawal method.

Parameters

WO tracking (field OFFLG)

This field indicates if the transaction authorizes the tracking on WO.
BOM tracking (field BOMFLG)

This field indicates if the transaction authorizes the tracking on BOM.
Default quantity (field QTYSAI)

This field defines the default release/tracking quantity. 

  • Economic lot: The economic order quantity defined on the product-site record (field EOQ);
  • Technical lot: The lot size defined on the product-site record (field Technical lot);
  • None: The release/tracking quantity needs to be entered manually.

Material consumption

field MATFLG

This field indicates if the transaction authorizes the tracking on associated materials.

  • No: No material consumption
  • Yes manual: It will be possible to save the consumption of associated materials by activating the "material consumption" button.
  • Yes automatic: The consumption of associated materials will be automatically carried out upon validation.
  • Yes automatic and manual: It is possible to manually track the associated materials.
    If the associated materials were not manually tracked, they will automatically be upon validation.
field CONSMAT

Setup used to define, for this entry transaction, the material consumption mode:

  • For expected quantity on first track: all the planned materials are consumed upon first tracking, no matter what the quantity of finished product actually produced
  • By quantity produced (limited): the material proportionately to the finished product quantity, without exceeding the planned quantity
  • By quantity produced (unlimited): the material proportionately to the finished product quantity.
Manual issue only (field STOCODMAN)

This parameter is a constraint for the user to choose manually the stock for consumption.
Filter (field MATFLTFLG)

These checkboxes are used to specify an automatic tracking option on materials completed, not completed, or on both criteria.
Single warehouse (field WRHOBY)

The presence of this checkbox is subject to the WRH activity code.

  • If this checkbox is selected, it will be mandatory to enter the warehouse in the entry screen header. As far as the document line parameter is concerned, it cannot be defined as Entered, but only as Hidden or Displayed.
  • If this checkbox is not selected, the warehouse will not be a mandatory criterion of the documents. As far as the document line parameter is concerned, it will be possible to define it such that it allows them as being possible to enter, thus authorizing the management of multi-warehouse entry lines
Warehouse (field WRHCOD)

The presence or absence of this option is subject to the activity code WRH.
This option is used to define, for this entry transaction, whether the header warehouse needs to be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The field is displayed and cannot be modified.
  • Entered: The field is displayed but can be modified.

SEEINFO If the Single-warehouse checkbox is selected, this field automatically takes the value Entered. It is indeed mandatory to specify the warehouse in the document header.
Container (field LPNRCPCOD)

Block number 2

Tab Filters/sort

In this tab, define the following:

  • A default filter that is used to select the products to be proposed in the grid (closed, not closed, all)
  • The possibility or not to modify this filter
  • Two sort criteria to be combined from the four possible choices: these sort criteria can be modified during the use of the production plan.
  • Transaction codes for entries and issues: these stock transaction codes are used to specify rules within the same transaction type (refer to the stock management rules).
  • Automatic journal codes for entries and issues: the automatic journals that will be used to post the movements created with this transaction should be mentioned here.

Filter

Filter default value (field FILTDEF)

Use this field to set, for this entry transaction, the default value for the Filter field (field FILTOPE).
Filter (field FILTFLG)

Use this field to define, for this entry transaction, if the Filter field (field FILTOPE) should be:

  • Entered: The value of the Filter default value field is assigned and displayed.
  • Displayed: The value of the Filter default value field is assigned and displayed but cannot be modified.
  • Hidden: The value of the Filter default value field is assigned but the Filter field is not displayed.

Sort

Criteria 1 (field CRIT1)

This field gives the main sort criteria for the table of records to be processed.
Criteria 2 (field CRIT2)

This field gives the second sort criteria for the table of records to be processed.

Stock receipt

Transaction group (field TRSFAM)

Movement group, initialized by the movement group of the transaction being used.
This statistical information is recorded in the stock journal when saving the receipt/disposal movements. This movement group comes from the miscellaneous table number 9. The value given in the transaction setup corresponds to a default value that can/cannot be visualized and/or modified according to the transaction setup (entered, displayed, hidden field).

Statistical information used in the stock transactions associated with the shipment. This value is fixed if the original document does not reference a movement group. Otherwise, the movement group of the document at the origin of the quality control is suggested in priority.
Auto journal code (field ENTCOD)

This field is used for this transaction to specify the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting entries with respect to the stock movements created with this transaction.
This field can only be accessed if the SCOIFA - WIP accounting interface parameter is set to No.
Movement code (field TRSCOD)

A stock transaction code is used to specify rules within a similar transaction type.

SEEINFOThese codes need to be created in the miscellaneous table number 14.

The movement code is used to define specific stock receipt and issue rules for some transactions. For example, a dedicated transaction associated with experienced users can authorize the receipt to stock of goods in A status while the other users may be associated with a transaction authorizing the receipt to stock of goods in Q status.
SEEWARNINGThis will only be possible for product categories authorizing this type of receipt rules and having such a movement code (see Product category).

Stock issue

Transaction group (field TRSFAMS)

Movement group, initialized by the movement group of the transaction being used.
This statistical information is recorded in the stock journal when saving the receipt/disposal movements. This movement group comes from the miscellaneous table number 9. The value given in the transaction setup corresponds to a default value that can/cannot be visualized and/or modified according to the transaction setup (entered, displayed, hidden field).

Statistical information used in the stock transactions associated with the shipment. This value is fixed if the original document does not reference a movement group. Otherwise, the movement group of the document at the origin of the quality control is suggested in priority.
Auto journal code (field ENTCODS)

This field is used for this transaction to specify the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting entries with respect to the stock movements created with this transaction.
This field can only be accessed if the SCOIFA - WIP accounting interface parameter is set to No.
Movement code (field TRSCODS)

A stock transaction code is used to specify rules within a similar transaction type.

SEEINFOThese codes need to be created in the miscellaneous table number 14.

The movement code is used to define specific stock receipt and issue rules for some transactions. For example, a dedicated transaction associated with experienced users can authorize the receipt to stock of goods in A status while the other users may be associated with a transaction authorizing the receipt to stock of goods in Q status.
SEEWARNINGThis will only be possible for product categories authorizing this type of receipt rules and having such a movement code (see Product category).

Tab Display

This tab makes it possible to define all the columns that should be displayed in the Production plan, along with their display order.

Also specified here is whether the quantities produced should be preloaded or not.

Block number 1

Preload quantity completed (field CPLUPDFLG)

Preload of times/quantities carried out.
If this setup is set to Yes, the passed times and the quantities carried out/consumed are preloaded.

Block number 2

Number of lines (field NBRLIG)

This field indicates the maximum number of lines in the grid.
Number of fixed columns (field NBRCOL)

The first N columns specified in this field remain visible on the screen when scrolling.

Grid List of fields

Field (field INTIT)
Input (field DAC)

Use this column to define which fields are to be displayed and the order in which those fields are displayed.

 The associated field is not displayed if this field is blank.

Tab Stock

This tab is used to set up the fields that should be displayed, entered or hidden during the entry to stock. Only the information of the detail window can be set up.

Entry

Enter packing unit (field UOMSAIFLG)

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 entry of the PAC unit is allowed, the entry screen is generated with the fields packing unit, Quantity in PAC, PAC/STK conversion factor, Quantity in STK (this quantity is calculated and cannot be entered).
  • If entry of the PAC unit is not allowed, the entry screen generated only displays the quantity in STK.

Specific case: 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:

  • Stock unit
  • Packing unit
  • Customer packing unit

Otherwise, the sales unit cannot be modified and the PAC/STK coefficient and the STK quantity fields are not displayed.

Special case: Loan returns

The entry in PAC is not possible in a load return line. The sales unit cannot be modified for this type of return.
However, for this type of document, the conversion coefficient between the document unit and the stock unit will always be displayed as well as the corresponding quantity in stock unit.
Supplier lot (field BPSLOTCOD)

Use this parameter to define, for this entry transaction, if the product Supplier lot number needs to be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.
  • Entered: The value can be modified.
field BPSLOTSCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Lot (field LOTCOD)

Parameter used to define, for this entry transaction, whether the product Lot number needs to be:

  • Hidden
  • Displayed
  • (Entered)
field LOTSCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Sublot (field SLOCOD)

Parameter used to define, for this entry transaction, whether the product Sublot number needs to be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
field SLOSCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Number of sublots (field NBSLOFLG)

Use this parameter to define, for this entry transaction, if the Number of sublots needs to be displayed.
Status (field STACOD)

This setup is used to define, for this entry transaction, whether the entry status needs to be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified and in this case, the value entered is controlled with the rule for the product management.
field STASCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Location (field LOCCOD)

Parameter used to define, for this entry transaction, if the location for the product receipt needs to be:

  • Hidden
  • Displayed
  • Entered
field LOCSCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Order price (field MVTPRICOD)

Use this parameter to define, for this entry transaction, if the Order unitary price needs to be:

  • Hidden
  • Displayed
  • Entered

This information is used to intervene in the valuation of the stock receipt:

  • In the case of a receipt, the default value is calculated from the net price of the receipt line.
  • In the case of a loan or subcontract material return, this information is not available.
field MVTPRISCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Starting serial number (field SERCOD)

Parameter used to define, for this entry transaction, whether the first product serial number for receipt to stock needs to be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
field SERSCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Ending serial number (field SERECOD)

Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, needs to be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
field SERESCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Identifier 1 (field IDECOD01)

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 needs to be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.
  • Entered: The value can be modified.
field IDESCR01

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Identifier 2 (field IDECOD02)
field IDESCR02
Movement description (field MVTDESCOD)

Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal needs to be:

  • Hidden
  • Displayed
  • Entered
field MVTDESSCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Warehouse (field WRHCOD1)

The presence or absence of this option is subject to the activity code WRH.
It is used to define, for this entry transaction, whether the warehouse on the document line needs to be:

  • Hidden: The field is not displayed. This will be single-warehouse managed.
  • Displayed: The field is loaded with the warehouse entered in the header, and cannot be modified. This will be single-warehouse managed.
  • Entered: The field is displayed and it can be modified. This setup allows a multi-warehouse management.
    This value cannot be selected if single-warehouse management has been activated in the transaction header.
field WRHSCR1

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Container (field LPNCOD)

This field is subject to the LPN - License plate no. management activity code.

For this entry transaction, specify if the container and license plate number on the document line needs to be:

  • Hidden: The fields are not displayed on the entry screen.
    If the conditions are met for creating license plate numbers "on the fly", the default container is used (even if hidden), and one or several license plate numbers are assigned automatically .
  • Displayed: If the conditions are met for creating license plate numbers "on the fly", the default container is used and one or several license plate numbers are assigned automatically. These values are displayed but cannot be modified.
  • Entered: The default container value is loaded in the field. It is displayed and available for modification. The license plate number can be entered or modified if determined automatically.

Refer to the License plate number field help linked to the Miscellaneous receipts function for more information on creating license plate numbers "on the fly".
field LPNSCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode

Detail

Enter packing unit (field UOMSAIFLG1)

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).
Supplier lot (field BPSLOTCOD1)

Use this parameter to define, for this entry transaction, if the product Supplier lot number needs to be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.
  • Entered: The value can be modified.
field BPSLOTSCR1

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Major version (field ECCCOD)

This parameter is used for this entry transaction to define whether the Major version number should be:

  • Hidden: the field is not displayed in the entry screen
  • Displayed: The value is displayed but cannot be modified

The management of the version numbers is only carried out at the Lot complement window level.
field ECCSCR

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Minor version (field ECCCODMIN)

This parameter is used to define, for this entry transaction, whether the Minor version number needs to be:

  • Hidden: the field is not displayed in the entry screen.
  • Displayed: The value is displayed but cannot be modified

The management of the version numbers is only carried out at the Lot complement window level.
field ECCSCRMIN

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Identifier 1 (field IDECOD1)

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 needs to be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.
  • Entered: The value can be modified.
field IDESCR1

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Identifier 2 (field IDECOD2)
field IDESCR2
Printing (field PRNCOD1)

Specify if label printing is authorized for this entry transaction. You can authorize the printing of:

  • Stock labels
  • Stock labels created "on the fly"

When printing is authorized, it is launched automatically when the stock receipt entry is completed.

The automatic printing of stock labels applies when using an ADC terminal: all the setup rules required for the launch are specified in the Miscellaneous receipts function implementation documentation (ADCs).
field PRNSCR1

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Number of copies (field PRNNBFLG1)

Parameter used to define, for this entry transaction, if the number of documents to be printed can be entered or not.
field PRNNBSCR1

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Order price (field MVTPRICOD1)

Use this parameter to define, for this entry transaction, if the transaction price in the Stock receipt entry screen needs to be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.

SEEINFO In the case of a loan or subcontract material return, this information is not available.
Ending serial number (field SERECOD1)

Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, needs to be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
field SERESCR1

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode
Movement description (field MVTDESCOD1)

Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal needs to be:

  • Hidden
  • Displayed
  • Entered
Available stock (field AVSTOCOD1)

Use this parameter to define if, for this entry transaction, the available to promise stock in the stock entry screen needs to be:

  • Hidden
  • Displayed
field AVSTOSCR1

Specify, for this entry transaction, if the field needs to be present in:

  • Form and table mode
  • Form mode
  • Table mode

Lot

Expiration (field SPERFLG)

Select this checkbox to indicate that the lot expiry date needs to be entered.
Potency (field SPOTFLG)

Select this checkbox to indicate that the lot title needs to be entered.

To use this transaction in VT mode (ADC), do not select this checkbox: the lot title is not editable in this mode.

field SRUB1FLG

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 needs to be entered.

These fields are used to associate additional information to a lot.

To use this transaction in VT mode (ADC), do not select this checkbox: the user headings 1-2-3-4 are not editable in this mode.

Tab Analytical

In this function, the following fields cannot be accessed:

  • Entry
  • Line distribution
  • Header section

Block number 1

Header dimensions (field HEACCECOD)

Parameter used to define if, for this transaction, the analytical dimensions fields of the document header needs to be:

  • Hidden: The options/analytical dimensions menu of the main window will be hidden.
  • Displayed: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear but it will not be possible to access them.
  • Entered: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear and it will be possible to access them.
Distribution line (field DSPCOD)

This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level needs to be:

  • Hidden: the field does not appear on the entry screen but the default value is attributed to it
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
field DSPSCR

Parameter used to define, for this entry transaction, if the field needs to be present in:

  • Record + Table modes
  • Form mode
  • Table mode
Stock movement dimensions (field STOCCECOD)

Specify for this transaction if the analytical dimension fields related to stock movements needs to be:

  • Hidden
  • Displayed: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed but cannot be accessed.
  • Entered: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed and can be accessed.
This screen is common to the entry transactions for the orders and open orders. In the open orders entry transaction, this field is not available.

Entry

field CCESCR

Grid Dimension line

Dimension type (field DIE)

You can enter an analytical dimension type code on each table line.
You can access a function from the Actions icon to pre-load all the dimension types defined on the sites of a given group of sites.
Method (field CCECOD)

Parameter used to define, for this entry transaction, if the analytical dimension needs to be:

  • Hidden: The field is not displayed on the entry screen. However, it is possible to initialize this field with a default section code.
  • Displayed: The default value is allocated to the field and displayed but the value cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified, and, in that case, the entered value is selected in the analytical dimension table.
    The default value assigned to the analytical dimension is dependent on the dimension setup performed.
Pre-loading dimensions

Select the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.

Specific actions

Validation

Select the Validation action to save this entry transaction definition. This triggers the corresponding screens to be generated.

You should view your results to check the display is as you expected. Should you need to make further adjustments you can adjust your definition and revalidate until the results you require are displayed.

Select the Copy action to copy this entry transaction to a different folder.

Block number 1

field OBJET
field CLES

Block number 2

From folder (field DOSORG)

Use this field to define the folder from which the record will be copied. The possible syntaxes are described in the Dedicated appendix.
All folders (field TOUDOS)

Use this option to copy the record to all the folders defined in the dictionary (ADOSSIER table of the current solution).
To folder (field DOSDES)

Use this field to define the folder to which the record will be copied. The possible syntaxes are described in the Dedicated appendix.

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 defined does not exist in the user profile. Select a different access code or (provided you have the authorization) add the requested access code to the user profile.

Tables used

SEEREFERTTO Refer to documentation Implementation