Weighing reference data

Note - warningThis page only describes the critical requirements for each function.

User guides

Open: Common data > Manufacturing tables > User guides

User guides are specific to a weigh scale and/or your organization. They might provide information on how to use a specific weigh scale or how to execute the weighing process on a specific weigh scale.

  1. To create a link to a set of weigh scale instructions or guides, select New.
  2. User guide: Type in a suitable code. You could use prefixes to help with ease of selection that reflects the code of the physical weigh scales, for example.
  3. Description / Short description: You can add both long and short descriptions.
  4. Instructions: Type in the file name of the specific instruction guide.

Calibration guides

Open: Common data > Manufacturing tables > Calibration guides

You can connect a maximum of 8 weighing stations to a workstation used for weighing.

You need to define calibration rules for each multiple of connected weighing stations. For example, if you connect 5 weighing stations to a workstation, you need to position each and state their weight, the applicable weighing unit, and permitted tolerance values.

  1. To create a new set of calibration rules, select New.
  2. Calibration guide: Type in a suitable code. You could use suffixes to help with ease of selection such as -05 (5 weighing stations), -08 (8 weighing stations).
  3. Description / Short description: You can add both long and short descriptions.
  4. Now define the container weight and positioning information, and allowable tolerances:

    1. Standard weight: Type in the weight of the weighing station.
    2. WGT: Type in the unit of measurement used for weights.
    3. Amt weighed (Amount weighed): Type in the number of weighing stations applicable to the calibration line.
    4. Weighing type: Type in the position of the weighing station.
    5. Standard tolerance %: Type in the permitted tolerance percentage for the weighing station above the defined standard weight.

Safety risk sentences

Open: Common data > Manufacturing tables > Safety risk sentences

Safety and warning messages are advisable for safety reasons.

Safety and warning messages are specific to your organization. They display on the user’s workstation or mobile device during the weighing process.

  1. To create a new safety warning record, select New.
  2. Risk/security sentence: Type in a suitable code. You could use prefixes to help with ease of selection such as S- (security), R- (risk), and E- (environmental).
  3. Description / Short description: You can add both long and short descriptions.
  4. Type: What type of message are you defining?

    You need to add the Type of message.

  5. Now add the message. For example, Flammable or Toxic liquid - Mask must be worn.

    You can add a Pictogram to display, if appropriate.

Containers

Open: Common data > Manufacturing tables > Containers

Containers are a key element of the weighing process.

Components are received into a container for weighing. A maximum weight per container ensures that the weighing process can automatically select the container with the smallest capacity according to the defined weight.

Note - warningThe weighing process cannot take place if a container is not large enough to hold the weight of a product because the product weight is greater than the maximum container weight. To ensure the maximum weight is not exceeded, Sage advises that you assign the largest (capacity) container available.
  1. To create a new container record, select New.
  2. Container: Type in a suitable code. You could use prefixes to help with ease of selection such as BAG (bag), TAN (tank), and TUB (tube).
  3. Description / Short description: You can add both long and short descriptions.
  4. Complete the fields in the General block.

    1. Type: Is the container supplied internally or received from a supplier? Select Internal or Supplier.
    2. User guide: Add the specific user guide for the container.
  5. Now define the container weight and capacity information:

    1. Weight unit: Type in the unit of measurement used for the weight of the container.
    2. Calculated tare: Using the defined Weight unit, type in the weight of the container when it’s empty.
    3. % tare tolerance: Type in the permitted tolerance percentage for the container above the defined tare weight.
    4. Master container: Is the container a master container? Select this checkbox if it’s a "master" container, otherwise leave clear. You can load a master container with smaller containers.
    5. Capacity: Using the defined Weight unit, type in the maximum capacity of the "master" container.
    Note - settingsThe Master container and container Capacity fields are only available if the MWC activity code is active.

Storage/handling instruction sheets

Open: Common data > Manufacturing tables > Storage/handl. Instruction sheets

Storage/handling instruction sheets are also known as ISM records (Instructions for Stock Management). They provide product handling and storage instructions, noting any relevant constraints.

ISM records can state which containers to weigh a product in.

Storage/handling instruction sheets are appended to a specific product at a specific site.

Note - informationYou need to have a storage/handling instruction sheet for every product-site record used in the Weighing module.
  1. To create a new ISM record, select New.
  2. Complete the fields in the Home section.

    1. Storage/Handling: Type in a suitable code. You could use prefixes to help with ease of selection such as INT- (internal), MIX- (mixed), and SUP- (supplier).
    2. Description / Short description: You can add both long and short descriptions.
  3. Next you define the parameters that form the weighing policy for this particular ISM record. The critical reference fields in the Descriptions section are the following:

    1. Product tolerance + %: If the individual bills of material (BOMs) determine the weighing tolerance, type in the permitted "over weight" tolerance percentage.

      Note - settingsThe field Setup level (LEVSET) on the BOM record needs to be set to BOM.
    2. Product tolerance - %: If the individual BOMs determine the weighing tolerance, type in the permitted "below weight" tolerance percentage.

      Note - settingsThe field Setup level (LEVSET) on the BOM record needs to be set to BOM.
    3. Packaging: Is the receiving container supplied internally, received from a supplier, or could it be obtained from either of these? Select Internal packaging, Supplier packaging, or Mixed.
    4. Close packaging %: Type in the maximum percentage permitted for increasing stock quantities where there's a difference between actual and expected weights. The automatic stock adjustment figure is displayed as a separate movement.
    5. Weighing method: If you change the receiving container for each stock line, select By variance. If all components are in the same container, select Accumulated.

      Note - settingsBy variance is only applicable if the Packaging field is set to Supplier packaging.
    6. Lot mix: Are lot numbers for the same component mixed or combined during the weighing process? Select Yes, Not in weighing, or Not in manufacture.
    7. Negative adjustment: How is the stock adjusted at each stage of the weighing process? Select Automatic, Manual, or No.
  4. In the Warnings section, you define any precautionary safety / use instructions and toxicity pictograms to display during the weighing process.
  5. Finally, you need to define the containers to use for weighing. You use the Assignments section to assign suitable containers to incremental product weights. The weighing process automatically selects the container with the smallest capacity according to the weight. However, if the Packaging field is set to Mixed (see step 3), the weighing process will not suggest a container.

    1. Max authorized weight: The maximum weight for the container.
    2. Weight unit: The unit of measurement used for weights.
    3. Containers: The container to use to weigh the defined Max authorized weight.

Barcode division rules

Open: Common data > Manufacturing tables > BC division rules

Barcodes store product, lot, sublot, and other data in a series of thick and thin bars. Barcodes are read by scanners and mobile devices.

You can add site-specific rules to specify which elements of the barcode defined in the ITMCTL-Re-check product (weighing) parameter (GPA chapter, WEI group) need to be rechecked.

  1. To create a new rule for dividing barcodes, select New.
  2. Rule: Type in a suitable code.
  3. Description: You can add a long description.
  4. Site: Sites are maintained in Setup > Organizational structure > Sites (GESFCY).

    Type in, or select a site from the Sites table (FACILITY).

    You need to add the Site code.

  5. Now define the rules for dividing the barcodes at the site. The results are displayed if the CUTCAB-BC division upon recheck parameter (GPA chapter, WEI group) is set to Yes.

    BC type: Two types of division are possible, division according to the fields separator or according to a fixed length.

    • For division by Field separator: Complete the number of fields in the barcode to recheck and the separator character used for each element of the barcode defined in the ITMCTL-Re-check product (weighing) parameter (GPA chapter, WEI group).
    • For division according to a Fixed length: Complete the length of the field and the start position of the field in the barcode for each element of the barcode defined in the ITMCTL-Re-check product (weighing) parameter (GPA chapter, WEI group). The end position is calculated automatically.
  6. Now decide what to do with any blanks in the recovered fields, as determined by the ITMCTL-Re-check product (weighing) parameter (GPA chapter, WEI group).

    Blank deletion: Select this checkbox if blanks in the recovered fields need to be deleted. To retain any blanks in the recovered fields, leave clear.

Weighing scale templates

Open: Common data > Manufacturing tables > Weighing scale templates

You can add templates to automatically configure the connection between the physical weigh scale and Sage X3.

To create a connection configuration template:

  1. Template: Type in a suitable code such as the product reference code for the physical weigh scale.
  2. RTZ (Return to zero): Type in the protocol (code) that will return the physical weigh scale to zero after a component has been weighed.
  3. Tare weight: Type in the weight displayed on the scales before they’re loaded.

Weighing locations

Open: Manufacturing > Technical data > Weighing stations > Weighing location

Weighing locations typically store multiple containers. They’re associated with one or more sites using the Configure location / booth function (GESSBX).

  1. To create a new weighing location, select New.
  2. Weighing location: Type in a suitable code.
  3. Description / Short description: You can add both long and short descriptions.
Note - informationThe Where used block is updated automatically with the sites and weighing booth codes defined in the Configure location / booth function (GESSBX).

Configure location / booth

Open: Manufacturing > Technical data > Weighing stations > Configure location / booth

A weighing booth is where containers are weighed. Weighing booths are central to the weighing process.

Weighing booths are associated with a specific site.

  1. To create a new weighing booth, select New.
  2. Weighing booth: Type in a suitable code.
  3. Site: Type in the site at which the weighing booth is located.

    You need to add the Site code.

  4. Description / Short description: You can add both long and short descriptions.
  5. Weighing location: Type in the location at which the weighing booth is operated.
Note - informationThe Where used table in the Weighing location function (GESSTX) is updated by the values that you define in these fields.
  1. Now define the Standard processes. Each of the following fields provides the facility to specify a technical sheet. The weighing operator needs to review these sheets during the incremental stages of the weighing process.

    To enforce completion of a technical sheet, select the Mandatory checkbox associated with each process:

    1. Open booth: The technical sheet to review at the start of the weighing process.
    2. Empty booth at end of WO: The technical sheet to review upon completion of the weighing process for a work order.
    3. Empty booth end of phase: The technical sheet to review upon completion of the weighing process for an operation.
    4. Empty booth end of material: The technical sheet to review upon completion of the weighing of a component.

  2. The final field to define is the printer.

    Server: Type in the print server.

Weighing scales

Open: Manufacturing > Technical data > Weighing stations > Weighing scales

A weigh scale is the physical scale on which containers are weighed. You can add all weigh scales used in your organization to connect to Sage X3.

Weigh scales are associated with a specific site.

  1. To create a new weigh scale, select New.
  2. Complete the fields in the Home section.

    1. Weighing scale: Type in a suitable code such as the product reference code for the physical weigh scale.
    2. Site: Type in the site at which the weighing scale is located.

      You need to add the Site code.

    3. Description / Short description: You can add both long and short descriptions.
  3. Now associate the scales with a weighing booth:

    1. Use status: Set to In service.
    2. Weighing booth: Type in the weighing booth at which the weigh scales are operated.
    3. User guide: Add the specific user guide for the weigh scales.
    4. Target weight: To "lock" the weight so the weighing process cannot complete until the component weight is correct, select this checkbox. This changes the weigh scales to weigh in "negative mode". They weigh from a negative (minus) set weight up to zero (0).

      Leave this checkbox clear (default) if these weigh scales weigh from zero (0) up to the weight requested, within the maximum capacity of the scales.

    5. Pilot name: Type in the code that manages the connection between the weigh scales and Sage X3.

    The Weighing location is updated automatically.

  4. Set the weigh scales Calibration:

    1. Calibration code: Set as required.

      You need to add a Calibration code, whatever value you select.

    2. Calibration guide: Type in the code of the guide that defines the container weight and positioning information, and allowable tolerances.

      You need to add a Calibration guide if the Calibration code is not set to No calibration.

  5. Now define the technical data, the datasheet, for the weigh scales and plate. The critical reference fields in the Plateau/Plate block are as follows:

    1. Weight unit: Type in the unit of measurement used for weights.

      You need to add a Weight unit code.

    2. Maximum reach: Using the defined Weight unit, type in the maximum weight that can be weighed using the weigh scale.

      You need to add the Maximum reach weight.

    3. Maximum tare: Using the defined Weight unit, type in the maximum weight the scales can display before they’re loaded.

      You need to add the Maximum tare weight.

    4. Tolerance %: Type in the permitted tolerance percentage for the scales above the defined tare weight.
    5. Whole numbers: Type in the number of integers before the decimal place to display for weights.
    6. Number of decimals: Type in the number of decimal places to display for weights.
    7. Decimal separator: Type in the separator to use.

Gate tank assignments

Open: Manufacturing > Technical data > Weighing stations > Gate tank assignments

Gate tanks or storage tanks are needed for "Weighing in production" mode. A product to weigh can fill a tank through a specific valve. While only one valve can be associated with one tank, one tank can, however, have many valves into it.

Gate tanks are associated with a specific product at a specific site.

  1. To create a new gate tank, select New.
  2. Complete the fields in the Home section.

    1. Tank: Type in a suitable code.
    2. Site: Sites are maintained in Setup > Organizational structure > Sites (GESFCY).

      Type in, or select a site from the Sites table (FACILITY).

      You need to add the Site code.

    3. Description / Short description: You can add both long and short descriptions.
  3. Now assign the product and a specific location:

    1. Product: Select the product that will be weighed.
    2. Location: Type in the location at which the gate tank is operated.

      You need to add a Location code.

  4. Finally assign the valve that goes into the tank so that the product can be weighed.

    1. Gates: Type in a valve code and/or number.
    2. Weighing booth: Assign the product + location + valve (gate) to the weighing booth at the defined site.

Images (Pictograms)

Open: Manufacturing > Technical data > Weighing stations > Images

Weighing images are advisable for safety reasons.

Weighing images display during the weighing process on the user’s workstation or mobile device. Images are also known as pictograms or icons.

  1. To create a new weighing icon, select New.
  2. File name: Type in a suitable code.
  3. Image: Select an image, or drag and drop the image from your library of images.

    You need to add an Image.

Note - informationIndividual images are assigned to a code defined in the 381-Precautions for use and 382-Toxicity codes miscellaneous tables. You can then assign them to safety and warning messages.