Reporting on Shop Orders—Key Exercises

IMPORTANT
It is extremely important that you set up and work within the CBS training site. If you work within any other site, you will not be able to access a CBS server. To simplify data entry, select the CBS site as your default site on the Sites per User window. Also, to keep your data separate from that of other users, be sure to name all data using your initials as the prefix.

Basic Data Setup

Overview of Constraint Based Scheduling Data

Purpose: The purpose of this exercise is to create the required data used in the Constraint Based Scheduling (CBS) exercises. This sets up data for your site that needs to be done only once for all CBS exercises.

  1. If you have not done so already, set up your site so that it includes all the CBS required data.

General exercise for Overview of Constraint Based Scheduling Data

Main Exercises

Reserve/Issue a Shop Order

Purpose: The purpose of this exercise is to show you how CBS handles shop order material reservations and issues.

Windows:
Shop Order
Simulation Client

  1. Open the Shop Order window. Query for a shop order that is in the Released status and where the materials are finite.
  2. Right-click in the header part of the window, point to Material Actions, and then click Reserve to reserve material for the shop order.. 
  3. Click the Material tab, verify that the quantity assigned equals the quantity required, and that the value Reserved appears for all the material allocations.
  4. Open or refresh the Simulation Client window. Verify that the material quantity for the material roles equals  zero for the reserved shop order.
  5. For each shop order material, verify that the on hand supply is reduced by the quantity assigned, and that a material requirement does not exist for this shop order.
  6. Return to the Shop Order window.
  7. Right-click in the header part of the window, point to Material Actions, and then click Unreserve to reverse the material reservations for all the materials.
  8. Click the Material tab, verify that the quantity assigned equals 0 (zero), and that the value Released appears for all the material allocations.
  9. Open or refresh the Simulation Client window. Verify that the material quantity for the material roles equals the quantity required.
  10. For each shop order material, verify that the on hand supply is increased by the quantity required, and that a material requirement exists for this shop order.
  11. Return to the Shop Order window.
  12. Right-click in the header part of the window, point to Material Actions, and then click Issue to reserve and issue material for the shop order.
  13. Click the Material tab to verify that the changes are the same as when the material is reserved without an issue.
  14. Open or refresh the Simulation Client window. Verify that the changes are the same as when the material is reserved without an issue.
  15. Return to the Shop Order window.
  16. Right-click in the header part of the window, point to Material Actions, and then click Unissue to reverse the material issue for one of the materials.
  17. Click the Material tab to verify that the quantity issued is 0 (zero) and the value Released appears for the material.
  18. Open or refresh the Simulation Client window. Verify that the material quantity for the material role equals the quantity required.
  19. For this material, verify that the on hand supply is increased by the quantity required, and a material requirement exists for this shop order.

Note: If a material issue is done after the material is reserved, then no changes occur in CBS.

Parking a Shop Order

Purpose: The purpose of this exercise is to show you how CBS handles a parked shop order.

Windows:
Shop Order
Simulation Client

  1. Open the Shop Order window. Query for a shop order whose status is either Planned or Released.
  2. Right-click in the header portion of the window, and then click Park. The shop order remains in CBS but is unscheduled.
  3. Click the Operation tab, and verify that the value Unscheduled appears in the CBS Scheduled field for all operations.
  4. Open or refresh the Simulation Client. Plot the parked shop order on the Gantt chart.
  5. Double-click the shop order. The status of the shop order and its operations is set to Unscheduled.

Canceling a Shop Order

Purpose: The purpose of this exercise is to show you how CBS handles a canceled shop order.

Windows:
Shop Order
Simulation Client

  1. Open the Shop Order window. Query for a shop order whose status is either Planned or Released.

  2. Right-click in the header portion of the window, and then click Cancel.

  3. Open or refresh the Simulation Client, and verify that the shop order no longer exists.

Receiving a Shop Order

Purpose: The purpose of this exercise is to show you how CBS handles a shop order receipt.

Windows:
Shop Order
Simulation Client

  1. Open the Shop Order window. Query for a shop order whose materials are fully issued and whose operations are all fully reported.

  2. Right-click in the header part of the window, point to Material Actions, and then click Manual Receive. Record the receipt of a partial quantity for the shop order.

  3. Open or refresh the Simulation Client window. Verify that the material quantity for the material role of the shop order part is decreased by the quantity received.

  4. For the shop order material, verify that the on hand supply is increased, and that the material supply from this shop order is decreased by the quantity received.

  5. Return to the Shop Order window. 

  6. Right-click in the header part of the window, point to Material Actions, and then click Manual Unreceive. Reverse the whole quantity received for the shop order.

  7. Open or refresh the Simulation Client window. Verify that the material quantity for the material role of the shop order part equals the shop order quantity.

  8. For the shop order material, verify that the on hand supply is decreased, and that the material supply for this shop order equals the shop order quantity.

  9. Return to the Shop Order window. Make sure the Auto Close code of the shop order is set to Manually Close. Make sure the proposed location has a value.

  10. Right-click in the header part of the window, point to Material Actions, and then click Receive. Receive the remaining quantity for the shop order.

  11. Open or refresh the Simulation Client window. Verify that the material quantity for the material role of the shop order part equals 0 (zero).

  12. For the shop order material, verify that the on hand supply is increased by the shop order quantity, and that a material supply does not exist for this shop order.

Note: If the Auto Close code has been selected on the Detail tab, then the shop order is removed in CBS when an automatic shop order receipt is done.

Closing a Shop Order

Purpose: The purpose of this exercise is to show you how CBS handles a closed shop order.

Windows:
Shop Order
Simulation Client

  1. Open the Shop Order window. Query for a shop order that is fully received.

  2. Right-click in the header part of the window, and then click Close. The status of the shop order changes to Closed.

  3. Open or refresh the Simulation Client window, and verify that the shop order no longer exists.

Re-Open a Shop Order

Purpose: The purpose of this exercise is to show you how CBS handles the re-opening of a  shop order.

Windows:
Shop Order
Simulation Client

  1. Open the Shop Order window. Query for a shop order which has the Closed status.

  2. Right-click in the header part of the window, and then click Open. The status of the shop order changes to Started.

  3. Open or refresh the Simulation Client window, and verify that the shop order exists. The shop order is scheduled and its operations are fully reported.

Operation Reporting

Purpose: The purpose of this exercise is to show you how shop-floor reporting updates the Scheduling Server.

Prerequisites: At least one shop order must have been created, planned, and released.

Windows:
Scheduling Basic Data
Shop Order
Simulation Client

  1. Open the Scheduling Basic Data window. Click the Shop Order Scheduling/Buffered Operation Reporting  tab and verify that the Enable Buffered Operation Reporting check box is not selected.

  2. Open the Shop Order window. Query for a shop order whose status is Released and whose materials are required at multiple operations.

  3. Right-click in the header portion of the window, and then click Report. The Shop Order Operations window is displayed on the screen. Report a partial quantity complete for the first operation on the shop order.

  4. Open or refresh the Simulation Client. Find your shop order, and plot it on the Gantt chart.

Note: The status changes for the operation that has been partially reported.

  1. Double-click the partially reported operation. Click Show Contents, and verify that the quantity complete matches the partial quantity reported.

  2. Return to the Shop Order Operations window. Cancel the partially reported operation.

  3. Open or refresh the Simulation Client. Verify the quantity complete is zero for the shop order operation. The status value for the shop order operation is no longer Partially Reported.

  4. Return to the Shop Order Operations window. Report a scrap quantity for the first operation of the shop order.

  5. Open or refresh the Simulation Client. Verify the operation and material quantities at the succeeding operations are reduced by the reported quantity scrapped.

Buffered Operation Reporting

Purpose: The purpose of this exercise is to show you how buffered shop-floor reporting updates the Scheduling Server.

Windows:
Scheduling Basic Data
Shop Order
Simulation Client
Scheduling Message Manager
Buffered Operation Reporting

  1. Open the Scheduling Basic Data window. Click the Shop Order Scheduling/Buffered Operation Reporting tab.
  2. Create a new record.
  3. Select the Enable Buffered Operation Reporting check box.
  4. Save your changes.
  5. Open the Buffered Operation Reporting dialog box.
  6. Click Schedule to open the Schedule Task Assistant.
  7. Click Interval and then click Next.
  8. Enter an interval of 10 minutes in the next step of the wizard and then click Next.
  9. Enter the short code for your site in the Site field and then click Next.
  10. Select the Make this task active when I click Finish check box.
  11. Click Finish to activate the task.
  12. Return to the Shop Order window. Report all the operations as complete.
  13. Open or refresh the Simulation Client. Plot the shop order on the Gantt chart.

Note: The shop order status does not reflect the reported operations.

  1. Open the Scheduling Message Manager window.

  2. Query for your site, and review the information in the window.

Note: The buffered operation reporting messages are logged in this window. You can review the status of the messages and note any errors that may have occurred. On the Operations menu, you can select options that immediately send either all buffered messages or all error messages instead of waiting for the next background process interval. Do not select these options.

  1. After the interval time has elapsed, return to the Simulation Client, and verify the status of the shop order.
  2. Return to the Scheduling Message Manager window, and review the message log.