ORTEMS setup

This function is used to setup the interface with the advanced planning and scheduling software (APS): ORTEMS.
This setup is used to manage, through data files in the .csv format, the flows coming from and designed for ORTEMS.

This flows, concerning the Manufacturing module, are the following:

Flow X3 to ORTEMS:

Work orders/operations
Products
Customers
Projects
Orders

Material tracking
BOMs
Purchasing
Inventory

Resources
Work center groups
Work centers
Work centers by work center group
Replacement work centers
Secondary resources

Flow ORTEMS to X3:

Planning results

SEEREFERTTO Once the setup carried out, the processing starts via the function: Start ORTEMS interface.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

The setup consists in indicating:

The pivot references giving the description of .csv files to export.
The optimization margin
The destination directory where the files designed to ORTEMS are indicated.
The directory to check where the files to import coming from ORTEMS will be read.
The storage directory where the processed files will be converted, after import.
The directories necessary to start ORTEMS automatically when starting the interface processing and when integrating product files in ORTEMS.

Field descriptions

Block number 1

Identifier (field ID)

Identification code of the interface setup.

field INTIT

Pivots for export

Operations (field OPEPIT)

Enter the pivot code describing the file lines of the Operations/WOs to export: EXPOF.csv.
By default this is the ORTOPE pivot.

Products (field ITMPIT)

Enter the pivot code describing the file lines of the Products to export: EXPITM.csv.
By default this is the ORTITM pivot.

Customers (field BPCPIT)

Enter the pivot code describing the file lines of the Customersto export: SCMDBPC.csv.
By default, this is the pivot: ORTBPC

Projects (field PJTPIT)

Enter the pivot code describing the file lines of the Projectsto export: EXPPJT.csv.
By default, this is the pivot: ORTPJT.

Orders (field ORDPIT)

Enter the pivot code describing the file lines of the Orders to export: EXPSOH.csv.
By default this is the ORTSOH pivot.

BOMs (field BOMPIT)

Enter the pivot code describing the file lines of the BOMs to export: EXPBOM.csv.
By default this is the code of the ORTBOM pivot.

Grouping (field GRUBOMFLG)

This indicator is activated to specify that all material requirements of a WO must be grouped by product: the quantities required for all the WO operations will be added to the first operation of the WO requiring this product.

Purchasing (field POFPIT)

Enter the pivot code describing the file lines of the Purchasing to export: EXPPUR.csv.
By default this is the ORTPUR pivot.

Stock (field STOPIT)

Enter the pivot code describing the file lines of the Stocks to export: EXPSTO.csv.
By default this is the ORTSTO pivot.

Work center groups (field TWCPIT)

Work centers (field MWSPIT)

Enter the pivot code describing the file lines of the work centers to export: EXPWST.csv.
By default this is the ORTWST pivot.

Work centers by group (field WSTPIT)

Alternate work centers (field RPLPIT)

Enter the pivot code describing the file lines of the replacement work centers to be exported: EXPWSTALT.csv.
By default this is the ORTWSTALT pivot.

Secondary resources (field RSSPIT)

Enter the pivot code describing the file lines of the Secondary resources to export: EXPBOM.csv.
By default, it is the code of the ORTRSS pivot.

Optimization

Release margin (field WOMAR)

This field is used to enter the margin to take into account in the calculation of the "earlier" start date.

field FILJOUR1

Directories

Destination type (field TYPEXP)

Index destination (field VOLFILISS)

Directory to be scanned (field VOLFILRCP)

Storage directory (field VOLFILSTO)

APS

Planning leadtime (field ORTLTI)

Enter the planning lead-time in days in order to calculate on the interface launch screen the horizon end date from the start date entered on the launch screen.

field FILJOUR2

The interface processing is carried out via the .csv files.

General information on the files

The files are DOS files (end of line characters: \013\010 or \r\n).
Format: .csv
Type: ASCII (can be modified by entry point, see below)
The fields have a variable length with separators ";" (can be modified by entry point, see below)
The numbers have as decimal separator: the point.
The dates are entered under the "YYYYMMDDHHmm" or "YYYYMMDD" forms
The durations are expressed in hours
The Booleans can either take the value: 0 (false, or 1 (true)
The files display standard headers (column names = pivot field code)

- For the Sage X3 flows to ORTEMS, the description of each file line is given by a Pivot specifying the fields order, their size and describing their loading (directly via table fields or via functions).
The files name, their description and the pivots used by default are indicated below.

- For the ORTEMS flows to Sage X3, the import is carried out by reading a fixed file that cannot be set up.

Export flow: X3 --- ORTEMS

Expected files		Default pivots
EXPOF.csv.	Work orders/operations	ORTOPE
EXPITM.csv.	Products	ORTITM
EXPBPC.csv	Customers	ORTBPC
EXPPJT.csv	Projects	ORTPJT
EXPSOH.csv.	Orders	ORTSOH
	Material tracking files:
EXPBOM.csv.	BOMs	ORTBOM
EXPSTO.csv	Inventory	ORTSTO
EXPPUR.csv.	Purchasing	ORTPUR
	Resource files:
EXPWST.csv	Work stations	ORTWST
EXPWCR.csv	Work center groups	ORTWCR
EXPWSTWCR.csv	Work centers by work center group (resources matrix)	ORTWSTWCR
EXPWSTALT.csv	Replacement work centers	ORTWSTALT
	Secondary resource files:
EXPRSS.csv	Secondary resources	ORTRSS

Import flows: ORTEMS --- X3

Expected files		Pivot
OrdersOut.csv	Planning results	No pivot

This file is fixed and cannot be set up via a pivot.

Entry points

The PIVOTSFILE entry point of the CONNECTFCT processing is used to modify the files coding and the column separator.

Description of the exported files from Sage X3

WO/Operations: EXPOF.csv
Products: EXPITM.csv
Customers: EXPBPC.csv
Projects: EXPPJT.csv
Orders: EXPSOH.csv
BOMs: EXPBOM.csv
Stock: EXPSTO.csv
Purchasing: EXPPUR.csv
Work stations/Machines: EXPWST.csv
Work center groups: EXPWCR.csv
Work centers by work center group: EXPWSTWCR.csv
Replacement work stations: EXPWSTALT.csv
Secondary resources: EXPRSS.csv

WO/Operations: EXPOF.csv

Pivot: ORTOPE

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	WO number	A	No		OPERATIONS	MFGNUM	Order no.	No
	2	WO description	A	Yes		MFGITM	MFGDES	WO description	No
	3	WO status (1)	N	Yes		OPERATIONS	OPSSTA	Order status	No
	4	Priority (2)	N	Yes		MFGHEAD	MFGPIO	Priority	No
	5	Product code	A	No		MFGITM	ITMREF	Product	No
	6	Remaining quantity	N	No		MFGOPE	EXTQTY	Planned quantity	No
	7	Operation status (3)	N	No		OPERATIONS	OPESTA	Operation status	No
						OPERATIONS	WFICTRTDAT		Yes
	8	Reconciliation date (file extraction)	DH	No		OPERATIONS	WDHFIC		No
	9	Unit	A	Yes		ITMMASTER	STU	Stock unit	No
	10	WO end lead-times	D	No		MFGHEAD	OBJDAT	Initial objective	No
	11	Customer code	A	Yes		OPERATIONS	WCLI		No
	12	Project code	A	Yes		MFGITM	PJT	Project	No
	13	Order code	A	Yes		MFGITM	VCRNUMORI	Original journal	No
	14	Operation number	N	No		OPERATIONS	OPENUM	Operation	No
	15	Operation title	A	Yes		OPERATIONS	WDES		No
	16	Work center (Workshop)	A	No		OPERATIONS	WCR		No
	17	Main work center (4)	A	No		OPERATIONS	EXTWST	Planned work station	No
	18	Type of Process Time (5)	N	No		OPERATIONS	PROTIMTYP		No
	19	Process time	N	No		OPERATIONS	EXTOPETIM	Planned op. time	No
	20	X3 setting time (6)	N	Yes		OPERATIONS	EXTSETTIM	Planned setting time	No
	21	Preparation time (7)	N	Yes		OPERATIONS	PRPTIM	Picking time	No
	22	Wait or move time (8)	N	Yes		OPERATIONS	PSPTIM	Post operating time	No
	23	Overlapping in % (9)	N	No		OPERATIONS	WLNKTIM		No
	24	Overlapping code (10)	N	No		OPERATIONS	WLNKTYP		No
	25	Grouping code (11)	A	Yes		OPERATIONS	SCHGRP	Grouping criteria	No
	26	Operator secondary Constraint	A	Yes		MFGOPE	EXTLAB	Planned labor work center	No
	27	Operators No.	N	Yes		MFGOPE	EXTLABNBR	Planned labor number	No
	28	% operator use	N	Yes		MFGOPE	OPELABCOE	Operation labor time coefficients	No
	29	Tool secondary constraint	A	Yes		MFGOPE	EQUNUM	Tools	No
	30	Tools no.	N	Yes		MFGOPE	WEQUNBR		No
	31	% tools use	N	Yes		MFGOPE	WEQUPER		No
	32	Earliest start date (12)	D	yes		MFGHEAD	STRDAT		No

(1) 1 = Firm, 2 = Planned, 3 = Suggested
(2) 1 = Normal, 2 = Urgent, 3 = Very urgent.
(3) 1 = Pending, 2 = Previous in progress, 3 = Previous paid, 4 = In progress.
(4) the alternative work centers are given via the alternative work centers file.
(5) 1 = unitary time, 2 = global time.
(6) Setting time: can be reduced thanks to the grouping code (11) if 2 operations having the same grouping code follow one another.
(7) Added to the previous operation wait time.
(8) The longest time between the move and wait times set up on the operation.
(9) 100% = no overlapping
(10) 1 = start - start = synchro at start, 2 = successor = no overlapping, 3 = end - end = synchro at the end, 4 = WO synchro
The overlapping code and the overlapping % on an operation indicate the position of the next operation. So the overlapped operation has the code 1 and the overlapping %.
The overlapping code 4 is contained in the concerned operation, it indicates that the operation has to start at the same moment as the WO first operation.
(11) The grouping code is used to optimize the setting time if 2 operations having the same grouping code follow one another.
(12) Earliest date for the WO = Date of the WO objective - production lead-time - release margin. If later than WO start, then = WO start date - margin.

Notes:

All the times are expressed in hours.
The operations paid are not exported.
The WOs are not exported if all the WO operations are paid.
The number of work centers used must be set to 1 on the range operations for a multi-resource work center.
The labor work centers always have an infinite capacity.

Products: EXPITM.csv

Pivot: ORTITM

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Product code	A	No		MFGITM	ITMREF	Product	No
	2	Description 1	A	Yes		ITMMASTER	ITMDES1	Description 1	No
	3	Description 2	A	Yes		ITMMASTER	ITMDES2	Description 2	No
	4	Description 3	A	Yes		ITMMASTER	ITMDES3	Description 3	No
	5	Product category	A	Yes		ITMMASTER	TCLCOD	Category	No
	6	Attribute 1	A	Yes		ITMMASTER	ATT1		No
	7	Attribute 2	A	Yes		ITMMASTER	ATT2		No
	8	Attribute 3	A	Yes		ITMMASTER	ATT3		No
	9	Attribute 4	A	Yes		ITMMASTER	ATT4		No
	10	Attribute 5	A	Yes		ITMMASTER	ATT5		No

Notes:

The attributes are appropriate fields but they are not loaded in the standard. They can be set up to transmit additional information.

Customers: EXPBPC.csv

Pivot: ORTBPC

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Customer code	A	No		BPCUSTOMER	BPCNUM	Customer	No
	2	Customer name	A	Yes		BPCUSTOMER	BPCNAM	Corporate name	No
	3	Postcode	A	Yes		BPADDRESS	POSCOD	Postcode	No
	4	Town/city	A	Yes		BPADDRESS	CTY	Town/city	No
	5	Contact number	A	Yes		BPCUSTOMER	CNTNAM	Default contact	No
	6	Contact's phone no.	A	Yes		CONTACT	TEL	Telephone	No
	7	Email address	A	Yes		CONTACT	WEB	Email	No

Note:

They are the exported WO clients.

Projects: EXPPJT.csv

Pivot: ORTPJT

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Project code	A	No		OPPOR	OPPNUM	Project chrono	No
	2	Project description	A	Yes		OPPOR	OPPDES	Project description	No

Note:

They are the exported WO projects.

Orders: EXPSOH.csv

Pivot: ORTSOH

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Order code	A	No		SORDER	SOHNUM	Order no.	No
	2	Order description	A	Yes		SORDER	WDES		No

Note:

They are the exported WO orders.

BOMs: EXPBOM.csv

Pivot: ORTBOM

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	WO number	A	No		ORDERS	VCRNUM	Journal	No
	2	Product reference	A	No		ORDERS	ITMREF	Product	No
	3	Quantity	N	No		ORDERS	RMNEXTQTY	Remaining quantity	No
	4	Operation number	N	No		ORDERS	VCRSEQ	Document sequence no.	No

Notes:

It is possible that the same product is necessary for different operations. The duplicates on WO/Product are not managed in ORTEMS, a flag in the setup is used to group all the material needs of a WO by product: the quantities required for all the WO operations will be added to the first operation of the WO requiring this product.

Stock: EXPSTO.csv

Pivot: ORTSTO

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Product code	A	No		ITMMVT	ITMREF	Product	No
	2	Inventory or extraction date	D	No		ITMMVT	WDATSTO		No
	3	Quantity in stock	N	Yes		ITMMVT	PHYSTO	'A' internal stock	No
	4	Replenishment lead-time (1)	N	Yes		ITMFACILIT	OFS	Reorder lead-time	No

(1) the replenishment lead-time is expressed in days.

Purchasing: EXPPUR.csv

Pivot: ORTPUR

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Purchase order no.	A	No		ORDERS	VCRNUM	Journal	No
	2	Product reference	A	No		ORDERS	ITMREF	Product	No
	3	Ordered quantity	N	No		ORDERS	RMNEXTQTY	Remaining quantity	No
	4	Planned due date	D	No		ORDERS	ENDDAT	End date	No

Work stations/Machines: EXPWST.csv

Pivot: ORTWST

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Code	A	No		WORKSTATIO	WST	Work centre	No
	2	Description	A	Yes		WORKSTATIO	WSTDES	Work center title	No
	3	Type (1)	A	Yes		WORKSTATIO	WSTTYP	Work center type	No
	4	Efficiency (2)	N	Yes		WORKSTATIO	EFF	Efficiency in %	No
	5	Finished or Infinite? (3)	B	Yes		WORKSTATIO	CONSTRAINT	Valuation dimension	No
	6	Dimension	A	Yes		WORKSTATIO	VLTCCE		No

(1) 1 = Machine, 2 = MO, 3 = Sub-contracting.
(2) If not entered, the value is set by default on 100%.
(3) If this value is not entered in the file, it should be done manually in the ORTEMS table; it must follow the rule: 0 = Infinite, 1 = Finished.

Notes:

The work centers must have a resource number set to 1.

Work center groups: EXPWCR.csv

Pivot: ORTWCR

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Code	A	No		TABWRKCTR	WCR	Work centre group	No
	2	Description	A	Yes		TABWRKCTR	WCRDES	Center title	No

Notes:

This file contains the list of work center groups.
The work center groups all the resources that belong to the same workshop. However, it has no technical meaning. In order to determine the list of possible resources for a given operation, ORTEMS uses the main work station of the range and alternative work stations included in the Work stations file.

Work centers by work center group: EXPWSTWCR.csv

Pivot: ORTWSTWCR

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Work center code	A	No		WORKSTATIO	WCR	Work centre group	No
	2	Work station code	A	No		WORKSTATIO	WST	Work centre	No

Notes:

This file contains the list of resources by work center.
Each work center is duplicated for each workstation that belongs to it. A work station can belong to several work centers.
The extraction is carried out on one single site, so there will only be one work center group by work center.

Replacement work stations: EXPWSTALT.csv

Pivot: ORTWSTALT

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Main work station code	A	No		RPLWST	WST	Work centre	No
						RPLWST	I		Yes
	2	Alternative work station code	A	Yes		RPLWST	RPLWST	Replacement work center	No

Secondary resources: EXPRSS.csv

Pivot: ORTRSS

File	No.	Title	Type	Optional	Pivot	Table code	Field code	Title	Field not managed
	1	Code	A	No		WORKSTATIO	WST	Work centre	No
	2	Description	A	Yes		WORKSTATIO	WSTDES	Work center title	No
	3	Type (1)	A	No		WORKSTATIO	WSTTYP	Work center type	No
	4	Number of copies (2)	N	Yes		WORKSTATIO	WSTNBR	Number of work centers	No

(1) Resource type: 2 = Operator, 3 = Tools
(2) concerning the tools, the number of resources is not known in Sage X3 and will be managed in ORTEMS.

Description of the file imported in Sage X3

Planning results: OrdersOut.csv

No.	Title	Type	Optional
1	WO number	A	No
2	Operation number	N	No
3	Work station	A	No
4	Picking start date	DH	No
5	Setup start date	DH	No
6	Process end date	DH	No
7	Wait end date (1)	DH	No

(1) Wait end date: this time is never planned but must be taken into account. It is a non-productive time. It is possible to use the start date of the next operation except for the last one, for which it will be possible to take the WO end date.

Notes:

this file is a fixed .csv file, and cannot be setup via a pivot.
It contains the planning results, i.e. the start and end dates of each operation.

Error messages

Generic messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation

ORTEMS setup

Prerequisite

Screen management

Entry screen

Principles of functioning

Export flow: X3 --- ORTEMS

Import flows: ORTEMS --- X3

Entry points

Description of the exported files from Sage X3

WO/Operations: EXPOF.csv

Products: EXPITM.csv

Customers: EXPBPC.csv

Projects: EXPPJT.csv

Orders: EXPSOH.csv

BOMs: EXPBOM.csv

Stock: EXPSTO.csv

Purchasing: EXPPUR.csv

Work stations/Machines: EXPWST.csv

Work center groups: EXPWCR.csv

Work centers by work center group: EXPWSTWCR.csv

Replacement work stations: EXPWSTALT.csv

Secondary resources: EXPRSS.csv

Description of the file imported in Sage X3

Planning results: OrdersOut.csv

Error messages

Tables used

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