Creating Shop Order for Design Object—Exercises

Basic Data Setup

Creating Fabrication Types

Purpose: The purpose of this exercise is to create fabrication types.

Windows:
Fabrication Types

  1. Open the Fabrication Types window.
  2. Create a new record.
  3. In the Fabrication Type field, enter WELD.
  4. In the Description field, enter Welding.
  5. Click Save.  

Creating a Routing Template

Purpose: The purpose of this exercise is to create a routing template.

Windows:
Routing Template

  1. Create a routing template RT1.

General exercise for Creating a Routing Template

Creating Design Objects

Purpose: The purpose of this exercise is to create a design object.

Windows:
Design Object
 Design Objects

  1. Create a design object for the following classes to use in the exercises to come:
    Class Design Object ID
    PUMP CENTRIFUGAL PC

General exercise for Creating a Design Object.

Entering a Default Site

Purpose: The purpose of this exercise is to create a site and define it as your default site.

Windows:
Site
Sites Per User

  1. Enter a site, S1, and define it as your default site.

General exercise for Entering Site and Connecting a Site to a User

Adding a Project Connection to a Design Object

Purpose: The purpose of this exercise is to add a project connection to a design object, to view the effect of the project connection on the PR.

Windows:
Design Object/Project

  1. Add a project and activity for your design object.

General exercise for Adding a Project Connection to a Design Object

Creating Design Parts

Purpose: The purpose of this exercise is to create design parts.

Windows:

        Design Part
Design Parts

  1. Create design parts for the following classes to use in the exercises to come:
    Class Design Part ID Description
    BEARING 10520001 Single Roller Bearing
    BEARING 10520002 Single Ball Bearing
    BEARING 10520003 Angular Bearing
    IMPELLER 10600021 Pump wheel open d= 410
    BEARING 10600013 Bearing set for APP3 Pump

General exercise for Creating a Design Part

Main Exercise

Purpose: The purpose of these lessons are to create a manufactured part that will serve as the design part for a design object and to create a shop order for the design object.

Windows:
Design Object Work Preparation

Creating a Manufactured Part

  1. Open the Design Object Work Preparation window and query for the design object PC. Observe that no design part has been connected.  
  2. Right-click on the header and click Create Manufactured Part.
  3. In the Design Part Class field, select the Pump Centrifugal class. The classes available are those for which design parts have been enabled to be design parts for the class of the design object.
  4. In the Design Part ID field, enter PCDP. 
  5. In the Design Part Description field, enter Pump Centrifugal Design Part. 
  6. In the Site field, use the default value of S1.
  7. In the Part Number field, enter P001.  The value in the Inventory Part field is Manufactured, by default.
  8. Click OK.  
  9. Open Design Part window and search for the design part with design part ID PCDP.
  10. Click the Consists of tab.
  11. Click New.
  12. In the Sort Order field, enter 1.
  13. In the Consists of Design Part ID field, enter 10600013.
  14. In the Quantity field, enter 1. The default value is 1.
  15. In the Purchase Quantity field, enter 1. The default value is 1.
  16. Repeat steps 3-8 entering the following values:
Sort Order Consists of Design Part ID Quantity Purchase Quantity
2 10520001 1 1
3 10520002 1 1
  1. Click Save.

Creating a Shop Order for a Design Object

  1. Open the Design Object Work Preparation window and query for the design object PC.
  2. In the Additional Parts tab, for each of the additional parts listed, in the Fabrication Quantity field enter 1.
  3. In the Fabrication Type field, for the additional parts with IDs 10520001, 10520002, and 10520003, use the List of Values to select the WELD fabrication type. 
  4. Right-click on the header and click Create Shop Order.
  5. In the Define Information for All Selected Objects group of fields, define values as follows:
    1. In the Schedule Direction field, select Backward Scheduling. 
    2. In the Routing Template Site field, use the S1 default site .
    3. In the Routing Template ID field, click List and select the RT1 routing template .
    4. In the Fabrication Type field, click List to and select the WELD fabrication type. Only those additional parts on the design object with the selected fabrication type will be included as materials for the shop order.
  6. In the Define Information for All Individual Objects group of fields, values for Object ID, Design Part ID, Site, Part No, Project ID, Sub Project ID, Activity ID and Activity Seq fields are displayed automatically, as defined on the design object from which the creation of the shop order was originated.
  7. In the Earliest Start Date field, the date when the shop order processing should start is by default set to the Early Start Date of the activity, if the date is ahead of system date. If not it is set to the system date. Use this value as is.
  8. The value in the Need Date field, is calculated automatically. By default this is set to the Early Finish Date of the activity. Use this value as is.
  9. Click OK.  
  10. Click the Shop Orders tab and view the created shop order. To view the created shop order in detail, right click on the shop order and click Shop Order.