Entering Test Results for Manufacturing (Shop Order)—Key Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Viewing a Control Plan for Manufacturing

Purpose: The purpose of this exercises is to view a Manufacturing control plan used for entering test results for a shop order.

Menu Path: Quality Management/Control Plan/Control Plan – Manufacturing

  1. Open the Control Plan – Manufacturing window.
  2. Query for the control plan for part no. 29-321, Camshaft.
  3. Verify that a control plan with Active status exists for the part.

General Exercise for Control Plan—Manufacturing (Shop Order)

Required Data

Creating a Shop Order

Purpose: The purpose of this exercise is to show how to enter a shop order that will later be used to create an analysis.

Menu Path: Shop Order/Shop Orders/Shop Order

  1. Open the Shop Order window.
  2. Create a new record.
  3. Enter part no. 29-321 and a lot size of 20.
  4. Enter a need date two weeks from now.
  5. Save the record.
  6. Verify that the control plan has been added on the Control Plan tab.
  7. Right-click in the header and then click Release.
  8. Verify that the shop order status has changed to Released.

Receiving Purchased Parts into Inventory 

Purpose: The purpose of this exercise is to show how to receive parts into inventory.

Menu Path: Inventory/Handle Parts/Receive Inventory Part

  1. Open the Receive Inventory Part window.
  2. Query for part no. 29-525, Camshaft, Blank.
  3. Select a line and then create a new record.
  4. Enter 1000 in the Qty Received field.
  5. Enter 29 Camshaft in the Location No field.
  6. Save the record. 

Main Exercises

Connecting a Control Plan

Purpose: The purpose of this exercise is to show how to connect a control plan other than the default control plan to a shop order.

Menu Path: Shop Order/Shop Orders/Shop Order

Note: You probably want to use the control plan from earlier exercises. In that case, you should not change the control plan.

  1. Open the Shop Order window and query for the shop order you created.
  2. Click the Control Plan tab.
  3. Right-click in the top of the tab and then click Connect Control Plan.
  4. The Connect Control Plan for Order Line window appears. The current control plan is shown under Existing Control Plan.
  5. You can connect another control plan to the shop order under New Control Plan. Click the List button to view the existing control plans.
  6. Choose a control plan and then click OK. Note: Do not change the control plan if you want to use the control plan you used in previous exercises.

Reserving Components

Purpose: The purpose of this exercise is to show how to reserve parts for a shop order.

Menu Path: Shop Order/Shop Orders/Shop Order

  1. Open the Shop Order window and query for the shop order you created.
  2. Right-click in the header, point to Material Actions, and then click Reserve. The Reserve Shop Order window appears.
  3. Enter a value in the Reserve to Date field.
  4. Click OK.

Issuing Components

Purpose: The purpose of this exercise is to show how to issue parts for a shop order.

Menu path: Shop Order/Shop Orders/Shop Order

  1. Open the Shop Order window and query for the shop order you created.
  2. Right-click in the header, point to Material Actions, and then click Issue. The Enter Criteria for Issue window appears.
  3. Select the Issue all reserved material check box.
  4. Click OK.

From here you can continue with the exercise without reporting operations. Or you can report operation 10, complete the Entering Test Results for Purchasing (Outside Operation) exercise, and then continue with this exercise when you are done with that exercise.

Creating an Analysis

Purpose: The purpose of this exercise is to show how to create an analysis from a shop order.

Menu Path: Shop Order/Shop Orders/Shop Order

  1. Open the Shop Order window.
  2. Right-click in the header and then click Report. The Shop Order Operations Reporting window appears.
  3. On the Operations tab, select the line with operation 30. Right-click on the line, point to Shop Order Analysis, and then click Create.
  4. The Create Analysis – Shop Order window appears. Selecting the Print Test Instruction check box is optional. For this exercise, select the check box. Then click OK.
  5. You receive a message informing you that an analysis has been created and asking you whether you would like to enter test results. Click Yes.
  6. The Report Print window appears. Click Preview.
  7. View the report and verify that the right test operations are listed. Then close the report.
  8. The Analysis Results – Shop Order window appears.
  9. Verify that the status of the test operation lines is Incomplete.

Note: You can also create analyses from the following windows:

Entering Test Results for a Variable Test Operation Line

Purpose: The purpose of this exercise is to show how to enter test results with Variable data.

Menu Path: Quality Management/Control Plan/Control Plan – Manufacturing
Quality Management/Analysis/Analysis Results

  1. You can begin this exercise in three ways:

    Go back to the Analysis Results – Shop Order window, which you opened in the previous exercise.

    OR

    Open the Control Plan – Manufacturing window and query for your current control plan. Click the Shop Order Analysis tab and select the analysis you created in the previous exercise. Then right-click and click Analysis Result. The Analysis Results – Shop Order window opens.

    OR

    Open the Analysis Results window from the Navigator and query for your analysis. The Analysis Results – Shop Order window opens.
  2. Select the test operation line Measure Outside Diameter in the upper table. The results will be shown in the lower table.
  3. Enter your test results and save the record. If you have entered results outside the inner/outer min/max, you will receive a message and the status of the test result line is set to Out of Specification. You can go ahead and save the record if the test results are correct. If you have entered results inside the inner/outer min/max, the status will be set to Within Specification.
  4. Right-click on the test operation line and then click Complete Registered Results.
  5. Verify that the status of the test operation line has changed to Complete.

Confirming Test Results

Purpose: The purpose of this exercise is to show how to confirm test results. When the test results are confirmed, they can be included in control charts and capability indices calculations.

Menu Path: Quality Management/Control Plan/Control Plan – Manufacturing
Quality Management/Analysis/Analysis Results

  1. You can begin this exercise in three ways:

    Go back to the Analysis Results – Shop Order window, which you opened in a previous exercise.

    OR

    Open the Control Plan – Manufacturing window and query for your current control plan. Click the Shop Order Analysis tab and select the analysis you created in a previous exercise. Then right-click and click Analysis Result. The Analysis Results – Shop Order window opens.

    OR

    Open the Analysis Results window from the Navigator and query for your analysis. The Analysis Results – Shop Order window opens.
  2. Right-click in the header and then click Confirm Registered Result.
  3. Verify that the status has changed to Confirmed. Once the analysis is confirmed, you can use the data for SPC follow-up.

Creating Additional Analyses

Purpose: The purpose of this exercise is to show how to create additional analyses from a shop order.

Menu Path: Shop Order/Shop Orders/Shop Order
Quality Management/Control Plan/Control Plan – Manufacturing

  1. Create another 19 analyses from the shop order you created earlier.
  2. Enter test results for these analyses.
  3. Open the Control Plan – Manufacturing window, click the Shop Order Analysis tab, and view the created analyses. These analyses will later be used in control chart and capability indices exercises.