Overview of Constraint Based Scheduling Data—Introductory Exercises

Basic Data Setup

Site

Purpose: The purpose of this exercise is to show you how to verify that the CBS training site is defined.

Windows:
Site
Sites per User

1. Open Site window. Query all sites to find the CBS manufacturing training site.
2. Open Sites per User window. Query for your User ID. Verify that the CBS site is connected to your user.

General exercise for Site

CBS Site

Purpose: The purpose of this exercise is to show you how to verify that the CBS training site is defined as a CBS site.

Windows:
Scheduling Basic Data

1. Query all sites to find all CBS sites that are defined as user sites.

Inventory Part

Purpose: The purpose of this exercise is to show you how to set up the inventory parts on the CBS training site using racing gear and seat cover data.

Windows:
Inventory Part

Note: If you already have the racing gear and seat cover parts in your site, use your existing parts. The gear parts all have part numbers with the format of 250–nnn.  The seat cover parts all have part numbers with the format of 910–nnn.

1. Query all parts in the CBS training site.
2. For each part, use the duplicate function to create a new part number with your initials as a prefix (i.e., your initials will replace XX in the new part numbers listed in the table below).

General exercise for Inventory Part

Inventory Part Planning Data

Purpose: The purpose of this exercise is to show you how to set up the planning data, with your initials as the prefix, for running functionality that uses racing gear data.

Windows:
Inventory Part/Planning Data

Note: If you already have the planning data for the racing gear and seat cover parts in your site, use your existing parts.

1. For each of the eight parts, enter the information shown in the table below. For the part numbers, replace XX with your initials.

Note: If you query for the CBS site and part numbers that match XX–250–G%, the records returned should be in the same order as in the table.

2. Save your changes.

General exercise for Inventory Part Planning Data

Inventory Part Acquisition Data

Purpose: The purpose of this exercise is to show you how to set up the acquisition data for the purchased inventory parts, with your initials as the prefix, for running functionality that uses racing gear and seat cover data.

Windows:
Inventory Part/Acquisition Data

1. For each of the six parts, enter the information shown in the table below. For the part numbers, replace XX with your initials.

Note: If you already have the acquisition data for the racing gear and seat cover parts in your site, use your existing parts. If you query for the CBS site, the Purchased lead time code, and part numbers that match XX–%, the records returned should be in the same order as in the table.

2. Save your changes.

General exercise for Inventory Part Acquisition Data

Inventory Part Characteristics Data

Purpose: The purpose of this exercise is to show you how to set up the characteristic data for the manufactured seat cover parts, with your initials as the prefix.

Windows:
Inventory Part/Discrete Characteristics Data

1. For each of the four parts, enter the information shown in the table below. For the part numbers, replace XX with your initials.

Note: If you already have the characteristic data for the racing seat cover parts in your site, use your existing parts. If you query for the CBS site and part numbers that match XX–910–C%, the query results should match the information shown in the table.

2. Save your changes.

General exercise for Inventory Part Characteristic Data

Part Cost Group

Purpose: The purpose of this exercise is to show you how to set up your own part cost group.

Windows:
Part Cost Group

1. Enter the values shown in the table below, replacing XX with your initials.

Note: If you already have the part cost group ID, use your existing part cost group.

2. Save your changes.

General exercise for Part Cost Group

Inventory Part Cost Group ID

Purpose: The purpose of this exercise is to show you how to set up the part cost group ID for all the inventory parts, with your initials as the prefix, for running functionality that uses racing gear and seat cover data.

Windows:
Inventory Parts

1. For each of the 14 parts, enter the values shown in the table below.

Note: If you already have the part cost group ID for the racing gear and seat cover parts in your site, use your existing parts. If you query for your site and part numbers that match XX–%, the records returned should be in the same order as in the table. To make it easier to find your place in the list, try moving the Part Cost Group ID column close to the Part No. column.

2. Save your changes.

General exercise for Inventory Part

Inventory Part Estimated Material Cost

Purpose: The purpose of this exercise is to show you how to set up the estimated material cost for the purchased inventory parts, with your initials as a prefix, for running functionality using racing gear and seat cover data.

Windows:
Inventory Parts

1. For each of the six parts, enter the information shown in the table below.

Note: If you already have the material costs for the racing gear and seat cover parts in your site, use your existing parts. If you query for your site, the Purchased lead time code, and part numbers that match XX–%, the records that are returned should be in the same order as in the table. To make it easier to find your place in the list, try moving the Estimated Material Cost column close to the Part No. column. Some of the values contain decimals.

2. Save your changes.

General exercise for Inventory Part

Part Catalog

Purpose: The purpose of this exercise is to show you how to define a part as configured and attach it to a configuration family.

Windows:
Part

1. Query your configured part, XX–250–G20C. 

2. Select the Configurable check box.

3. On the Part Configuration Revision tab, set the configuration family ID to GEARSHAFT.

4. Save your changes. After each prompt that appears, click Yes.

General exercise for Part Catalog

Sales Parts

Purpose: The purpose of this exercise is to show you how to set up the sales parts, with your initials as a prefix, for running functionality using racing gear and seat cover data.

Windows:
Sales Part

1. Query for all sales parts in the CBS training site.

2. For each part, use the duplicate function to create a new sales part number with your initials as a prefix, i.e., substitute XX with your initials in the new sales part numbers listed in the table below.

General exercise for Sales Part

Part Revision and Product Structure

Purpose: The purpose of this exercise is to show you how to set up the part revisions and product structures for running functionality that uses racing gear and seat cover data.

Windows:
Product Structure

Note: If you already have the product structures for the racing gear and seat cover parts in your site, use your existing structures.

Note: The destination revision number is changed automatically to the next higher integer from the source revision number. Therefore, you must change the part number to your part number and change the revision number to match the source revision number. In addition, the structure type defaults to a value other than Manufacturing, if another value exists. Verify that the structure type is Manufacturing.

1. Right-click and then click Copy Structure Revision to copy the manufacturing structure revision from the CBS site for a part in the table above to your part number. 
2. Change the component part numbers to your part numbers.
3. Set the structure alternate for the part just copied to your site to Buildable.
4. Repeat steps 1–3 above for another part until all manufacturing structure revisions have been copied.

General exercise for Copy Product Structure

Part Revision and Configuration Structure

Purpose: The purpose of this exercise is to show you how to set up the part revisions and configuration structures for running functionality that uses racing gear and seat cover data.

Windows:
Configuration Structure

Note: If you already have the configuration structures for the racing gear and seat cover parts in your site, use your existing structures.

Note: The destination revision number is changed automatically to the next higher integer from the source revision number. Therefore, you must change the part number to your part number and change the revision number to match the source revision number. In addition, the structure type defaults to a value other than Manufacturing, if another value exists. Verify that the structure type is Manufacturing.

1. Right-click and then click Copy Config Structure Revision to copy the manufacturing structure revision from the CBS site for a part in the table above to your part number. 
2. Change the component part numbers to your part numbers.
3. Set the structure alternate to Buildable for the part that you just copied to your site.

General exercise for Copy Product Structure

Work Center

Purpose: The purpose of this exercise is to show you how to set up your work centers for running functionality using racing gear and seat cover data.

Windows:
Work Center

If you already have the work centers for the racing gear and seat cover parts in your site, use your existing work centers.

Note: You will perform the following steps once for each of the work centers listed in the table below.

1. Right-click and then click Copy Work Center.
2. Copy the work centers in the table above from the CBS site.
3. Rename the work centers using your initials as the prefix.
4. For each work center that you have copied to your site, set the calendar ID, schedule capacity, and costs for Cost Sets 1 and 2 to the values shown in the table above.

Work Center Resources

Purpose: The purpose of this exercise is to show you how to set up your work center resources for running functionality using racing gear and seat cover data.

Windows:
Work Center/Resource

1. Create the work center resources shown in the table below in the CBS site.
2. Enter the values shown in the table below.

Note: If you already have the work center resources for the racing gear and seat cover parts in your site, use your existing work center resources.

3. Save your changes.

General exercise for Work Center Resource

Labor Class

Purpose: The purpose of this exercise is to show you how to set up the labor classes for running functionality using racing gear and seat cover data.

Windows:
Manufacturing Labor Class

Note: If you already have the labor classes for the racing gear and seat cover parts in your site, use your existing labor classes.

1. Copy a labor class from the CBS site in the table above. Rename the labor class with your initials as the prefix. Use the duplicate command to make this easier.
2. For the labor class that you created, set the costs for cost sets 1 and 2 to the values shown in the table above.
3. Repeat steps 1–2 above for another labor class until all have been copied.

General exercise for Labor Class

Employees for the Labor Class

Purpose: The purpose of this exercise is to show you how to set up your employee/s  that are working in each labor class for running functionality using racing gear and seat cover data.

Windows:
Manufacturing Labor Class/Employees

1. Create six employees connected to existing persons in the company and connect them to the labor class as shown. Also change the labor class description as shown below to be more descriptive.

3. Save your changes.

General exercise for  Labor Class Employee

Manufacturing Tool

Purpose: The purpose of this exercise is to show you how to set up the manufacturing tools for running functionality that uses racing gear and seat cover data.

Windows:
Manufacturing Tool

1. Copy the manufacturing tools in the table below from the CBS site.

Note: If you already have the manufacturing tools for the racing gear and seat cover parts in your site, use your existing manufacturing tools.

2. Create new tools with your initials as the prefix.  Use the duplicate command to make this easier.
3. Save your changes.

General exercise for Manufacturing Tool

Tool Instances

Purpose: The purpose of this exercise is to show you how to set up your tool instances on the CBS site for running functionality that uses racing gear and seat cover data.

Windows:
Manufacturing Tool/Tool Detail

1. Create the tool instance shown in the table below in the CBS site.
2. Enter the values shown in the table below.

Note: If you already have the tool instances for the racing gear and seat cover parts in your site, use your existing employees.

3. Save your changes.

General exercise for Manufacturing Tool Instance

Routing Revision

Purpose: The purpose of this exercise is to show you how to set up the routing revisions for running functionality using racing gear and seat cover data.

Windows:
Routing

Note: If you already have the routings for the racing gear and seat cover parts in your site, use your existing routings.

Note: You will perform the following steps once for each of the parts listed in the table below.

Note: For each operation listed in the table above, number of tools are 1. Notice also that for the part XX-250-G30,  Operation 10 has different labor class ( XXLC0)  than its run labor class ( XXLC1) . Also note that crew sizes are also different.

Note: The destination revision number will be changed automatically to the next higher integer from the source revision number. Therefore, you must change the part number to your part number first and then change the revision number to match the source revision number. Otherwise, an overlapping date range may result. In addition, the routing type will default to a value other than Manufacturing, if another value exists. Verify that the routing type is Manufacturing.

1. Right-click and then click Copy Routing Revision.
2. Copy the manufacturing routing revisions for the parts listed in the table above from the CBS site.
3. Rename the part number using your initials as the prefix.
4. Change the work center, labor class and tool ID to your work center, labor class and tool ID.

Note: The tools are defined in the Routing Tools tab.

5. Set the routing alternate to Buildable for the part that you just copied to your site.
6. Repeat for another part until all manufacturing routing revisions have been copied.

General exercise for Copy Routing Revision

Manufacturing Lead Time

Purpose: The purpose of this exercise is to show you how to set up the manufacturing lead time for the inventory parts, using your initials as the prefix, for running functionality using racing gear and seat cover data.

Windows:
Lead Time Calculation
Cumulative Lead Tim Calculation

Note: If you already have the manufacturing lead time for the racing gear and seat cover parts with your initials as the prefix, use your existing manufacturing lead time.

1. Calculate the manufacturing lead time for all the parts using your initials as the prefix (i.e., XX%) in the CBS site. Use the average capacity and maximum time of machine or labor.
2. Verify that the background job completed without error.
3. Calculate the cumulative lead time for all the parts using your initials as the prefix (i.e.,  XX%) in the CBS site.
4. Verify that the background job completed without error.

General exercise for Manufacturing Lead Time

Part Cost

Purpose: The purpose of this exercise is to show you how to set up the costs, using your initials as the prefix, for the manufactured inventory parts for running functionality that uses racing engine data.

Windows:
All Parts Cost Calculation
Copy Costs to Cost Set One

Note: If you already have the racing gear and seat cover parts in your site, use your existing parts.

1. Calculate the costs for all the parts in your part cost group, XXCBS.
2. Verify that the background job completed without error. View the details to make sure that the messages are all normal.
3. Copy the costs from Cost Set 2 to Cost Set 1 for the parts in your part cost group.

Note: If you get messages about zero cost for the discrete racing gear and seat cover parts, check to see if any of the possible problems listed at the end of the main exercise is the cause.

4. Verify that the background job completed without error. View the details to make sure that there are no messages about zero cost not being allowed for the parts.

General exercise for Part Cost

Maintenance Object ID

Purpose: The purpose of this exercise is to show you how to set up maintenance object IDs, using your initials as the prefix, for your work center resources and tool instances.

Windows:
Functional Object
Work Center/Resource
Manufacturing Tool/Tool Detail

1. Copy the object IDs in the table below from the CBS site, and create new object IDs with your initials as the prefix. Use the duplicate command to make this easier.

Note: If you already have the maintenance object IDs with your initials, use your existing object IDs.

2. For each work center resource in the table below, assign the correct object ID.

3. For each tool instance in the table below, assign the correct object ID.

General exercise for Functional Object IDs