Entering Test Results from a Shop Order for Lot/Batch-Handled Parts—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. 29-821, Camshaft.
  3. Verify that a control plan with Active status exists for the part.

General Exercise for Control Plan—Manufacturing (Shop Order)

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.

Making an Inventory Part Lot/Batch-Handled

Purpose: The purpose of this exercise is to show how to make the top part in a product structure lot/batch handled.

Menu Path: Part Catalog/Part Catalog/Part Catalog

  1. Open the Part Catalog window.
  2. Query for part no. 29-821, Camshaft.
  3. Verify that the Lot/Batch Tracking field shows Order Based.
  4. Close the window.

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. 29-821 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.

Releasing a Shop Order

Purpose: The purpose of this exercise is to show how to release a shop order.

Menu Path: Shop Order/Shop Orders/Shop Order

  1. Open the Shop Order window.
  2. Query for the shop order you created.
  3. Right-click in the header and then click Release.
  4. Verify that the shop order status has changed to Released.

Reserving Components

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

Menu Path: Shop Order/Shop Orders/Shop Order

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

Issuing Components

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

Menu Path: Shop Order/Shop Orders/Shop Order

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

Reporting Operations

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

Menu Path: Shop Order/Shop Orders/Shop Order

  1. Open the Shop Order window.
  2. Query for the shop order you created.
  3. Right-click in the header and click Report. The Shop Order Operations Reporting window appears.
  4. On the Operations tab, select operation 10, right-click, and then click Report Time.
  5. Save the record.

Main Exercises

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 operation 30. Then right-click, point to Shop Order Analysis, and 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. 
  5. In the Lot/Batch Number field, you can see the lot/batch number that will be used.
  6. Click OK.
  7. 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.
  8. The Report Print window appears. Click Preview.
  9. View the report and verify that the right test operations are listed. Then close the report.
  10. The Analysis Results – Shop Order window appears.
  11. Verify that the status of the test operation lines is Incomplete.

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

Entering Test Results with Lot/Batch Numbers for a Variable Test Operation Line

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

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. View the lot/batch number in the header of the window.
  3. Select the test operation line. The results will be shown in the lower table.
  4. 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.
  5. Right-click on the test operation line and then click Complete Registered Results.
  6. 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 confirm test results. When the test results are confirmed, they can be included in control chart 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.