Production tracking

Use this field to assign a code to this entry transaction.
This transaction determines the way in which information is entered in the associated function, and how information is displayed and printed.
Upon validation of this entry transaction, entry screens are created which can be used by any user with the defined access code in their profile when accessing the associated function. If multiple transactions are available to the user they can choose which one to use when loading the associated function; if only one transaction has been set up they are not offered a choice, the default entry screen is displayed.

Use this field to identify this transaction.

Use this checkbox to activate (select) or deactivate (clear) this record.

Inactive records are not available for selection.

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.

Use this field to restrict access to this transaction to a specific site/company group.

Select this checkbox if recording the receipt of produced goods for a work order (production reporting) is authorized for this entry transaction; if production reporting is not authorized for this entry transaction, leave clear.

Select this checkbox if recording the production time and actual quantities of an operation for a work order (operation tracking) is authorized for this entry transaction; if operation tracking is not authorized for this entry transaction, leave clear.

Select this checkbox if recording the issue of materials to a work order (material tracking) is authorized for this entry transaction; if material tracking is not authorized for this entry transaction, leave clear.

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

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.
  
  

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.

Select this checkbox if, for this entry transaction, entry of the warehouse in the entry screen header information is mandatory; if, for this entry transaction, entry of the warehouse in the entry screen header information is optional, leave clear.

This checkbox is only available if the WRH-Warehouse management activity code is active.

Parameter used to define the display type.

Use this checkbox to permit (select) or prevent (clear) modification of the operation unit.

Use this field to define the default operation tracking unit. This can be defined as the operation unit or the stock unit of the produced product.

Use this checkbox to permit (select) or prevent (clear) selection (or modification) of a rejection code to associate with a rejection quantity recorded against an operation.

Use this checkbox to permit (select) or prevent (clear) selection (or modification) of a predefined information message to associate with the details recorded against an operation.

Use this field to identify, for this entry transaction, if entry of an employee code is:

• Mandatory: An Employee ID needs to be assigned.
• Optional: An Employee ID can optionally be assigned.
• Prohibited: The Employee ID cannot be assigned. The Employee ID field is not available for entry.

If entered, operation tracking results will be filtered for the employee.

Use this field to identify, for this entry transaction, if a non-conformance can be raised against an operational process in a routing. An operational process in this context is defined as a specific numbered operation in a routing, or an operation in a routing specifically related to a previous operation, that is the operation has a successor. This checkbox is only displayed if the NCS-Non-conformance activity code is active.

 Before setting the value of this checkbox you are advised to consider the role of users that have access to this entry transaction. Essentially this checkbox identifies if the user of this entry transaction can raise a non-conformance incident requesting an investigation into a potential "problem", where the source of the problem is an operation in a route. Typical routing operations within a manufacturing environment that could cause a problem (a non-conformity) might be that the setup and run time are not adapted to the machine, the order of an operation needs to be changed, additional operations are necessary or a more stable machine needs to be used. Employees with the experience to raise a non-conformity against a perceived fault in an operational process are typically, therefore, the more senior or skilled workers such as a foreman, shop floor manager and design engineer. In many organizations, an employee might not have the skills to determine a non-conformity for a process but they might have the skills to determine a non-conformity on a resource such as reporting a broken machine or a defective tool. If this entry transaction applies to that group or those types of employees you should consider setting the Non-conformance - resource checkbox (field NCSRES) instead.

Use this field to identify, for this entry transaction, if a non-conformance can be raised against a resource used for a routing operation. A resource in this context is defined as a single machine (a work center), or a work center group, or a labor resource, or both a machine and a labor resource. This checkbox is only displayed if the NCS-Non-conformance activity code is active.

 Before setting the value of this checkbox you are advised to consider the role of users that have access to this entry transaction. Essentially this checkbox identifies if the user of this entry transaction can raise a non-conformance incident requesting an investigation into a potential "problem", where the source of the problem is a resource used for an operation in a route. Operational resources within a manufacturing environment that typically result in a problem (a non-conformity) often occur at setup and run-time. For example, a machine does not comply or is set outside the agreed tolerances, the allocated welding time of 10 seconds does not provide a strong enough join, 15 seconds is required, or a tool is defective. If this entry transaction applies to employees that have the skills or authorization to report these types of non-conformities, select this checkbox.

Parameter used to define the display type.

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.

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.

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

These 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.
This will only be possible for product categories authorizing this type of receipt rules and having such a movement code. (See Product category.)

Parameter used to define the display type.

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.

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:

• The product
• The operation/product
• The reservation date/product

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 parameter is a constraint for the user to choose manually the stock for consumption.

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.

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.

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

These 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.
This will only be possible for product categories authorizing this type of receipt rules and having such a movement code (see Product category).

Select this checkbox to specify that the stock to issue for this transaction should be automatically determined. The automatically determined stock information is the product, the unit, and the quantity.

If this checkbox is not selected, the stock needs to be manually chosen.

Automatic determination is based on:

• the filters entered at product category level, especially the issue flow management rules for the relevant movement type/code.
• the allocation rule dedicated to the relevant movement,
• the stock information entered on the line.

The automatic determination rules applied to stock to issue are the following:

• If the product is managed by Receipt/Issue serial number, the serial numbers are necessary and sufficient. Other entered information is not used.
• If the product is managed by lot or lot/sublot, the lot number or lot/sublot numbers are necessary. The following information is used if it has been entered:
• The license plate number (in priority) or the location
• The status, the identifiers 1 and 2
• For the other products, at least one of these three pieces of information is needed.
• The license plate number (in priority) or the location
• Identifier 1
• Identifier 2

The following information is used if it has been entered:

• The license plate number (in priority) or the location
• The status, the identifiers 1 and 2

If the product is not managed by location on the site, and identifiers 1 and 2 are not specified, then only one stock line corresponds to the information entered.

When the entry transaction only concerns "pick location" replenishments, this checkbox cannot be accessed.

Parameter used to define, for this transaction, whether the Lot field needs to be:

• Hidden: The field does not appear in the grid.
• Displayed: The field is displayed but cannot be entered.
• Entered: The field is displayed and can be entered.

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

• Form and table mode
• Form mode
• Table mode

Parameter used to define, for this transaction, whether the sublot field needs to 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.

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

• Form and table mode
• Form mode
• Table mode

Use this field to control entry or modification of the Major version number for a product. You can set this field to one of the following values:

• Hidden: The Major version field is not displayed on the entry screen
• Displayed: The version number is loaded automatically if a product is version managed. It cannot be modified.
• Entered: The version number can be entered. The version number is loaded automatically if a product is version managed but can be modified.
  

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

• Form and table mode
• Form mode
• Table mode

Use this field to control entry or modification of the Minor version number for a product. You can set this field to one of the following values:

• Hidden: The Minor version field is not displayed on the entry screen.
  The minor version is always hidden if the major version is hidden.
• Displayed: The version number is loaded automatically if a product is version managed. It cannot be modified.
• Entered: The version number can be entered. The version number is loaded automatically when a product is version managed but it can be modified.
  You can only select this value if the Major version is set to Entered.
  

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

• Form and table mode
• Form mode
• Table mode

Parameter used to define, for this transaction, whether the status field needs to be:

• Hidden: The field does not appear in the grid.
• Displayed: The field is displayed but cannot be entered.
• Entered The field is displayed and can be entered.

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

• Form and table mode
• Form mode
• Table mode

Parameter used to define, for this transaction, whether the location field needs to be:

• Hidden: The field does not appear in the grid.
• Displayed: The field is displayed but cannot be entered.
• Entered: The field is displayed and can be entered.

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

• Form and table mode
• Form mode
• Table mode

Parameter used to define, for this transaction, whether the serial number start field needs to 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.

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

• Form and table mode
• Form mode
• Table mode

Parameter used to define, for this transaction, if the serial number end field needs to 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.

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

• Form and table mode
• Form mode
• Table mode

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

• Form and table mode
• Form mode
• Table mode

Parameter used to define, for this entry transaction, if the movement description in the Stock receipt entry screen needs to be:

• Hidden
• Displayed
• Entered

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

• Form and table mode
• Form mode
• Table mode

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.

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 entry of 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 the entry of 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.

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.

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

• Form and table mode
• Form mode
• Table mode

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

• Hidden
• Displayed
• (Entered)

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

• Form and table mode
• Form mode
• Table mode

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.

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

• Form and table mode
• Form mode
• Table mode

Use this parameter to define, for this entry transaction, if the Number of sublots needs to be displayed.

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.

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

• Form and table mode
• Form mode
• Table mode

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

• Hidden
• Displayed
• Entered

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

• Form and table mode
• Form mode
• Table mode

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.

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

• Form and table mode
• Form mode
• Table mode

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.

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

• Form and table mode
• Form mode
• Table mode

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.

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

• Form and table mode
• Form mode
• Table mode

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.

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

• Form and table mode
• Form mode
• Table mode

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

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

• Form and table mode
• Form mode
• Table mode

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.

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

• Form and table mode
• Form mode
• Table mode

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".

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

• Form and table mode
• Form mode
• Table mode

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).

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.

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

• Form and table mode
• Form mode
• Table mode

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.

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

• Form and table mode
• Form mode
• Table mode

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.

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

• Form and table mode
• Form mode
• Table mode

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.

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

• Form and table mode
• Form mode
• Table mode

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

• 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).

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

• Form and table mode
• Form mode
• Table mode

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

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

• Form and table mode
• Form mode
• Table mode

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.

In the case of a loan or subcontract material return, this information is not available.

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.

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

• Form and table mode
• Form mode
• Table mode

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

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

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

• Form and table mode
• Form mode
• Table mode

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

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.

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 need 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.

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.

Parameter invisible and not used.

You can enter an analytical dimension type code on each table line.

You can access a function from the Actions icon to preload all the dimension types defined on the sites of a given group of sites.

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 checked in the analytical dimension table.
  The default value assigned to the analytical dimension is dependent on the dimension setup performed.

Parameter invisible and not used.

You can enter an analytical dimension type code on each table line.

You can access a function from the Actions icon to preload all the dimension types defined on the sites of a given group of sites.

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 checked in the analytical dimension table.
  The default value assigned to the analytical dimension is dependent on the dimension setup performed.

Parameter invisible and not used.

You can enter an analytical dimension type code on each table line.
You can access a function from the Actions icon to preload all the dimension types defined on the sites of a given group of sites.

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 checked in the analytical dimension table.
  The default value assigned to the analytical dimension is dependent on the dimension setup performed.

Select Preload dimensions from the Actions menu to load all dimension types defined for a given group of sites or companies.