Anonymous Reporting Mode—Exercises

You should setup the following required basic data before this setup can be started:

• Setup Basic Data for the Site for Shop Floor Reporting
• Setup Anonymous Reporting Mode

Basic Data Setup

Enter a new profile and modify shop floor workbench to be used for simplified reporting

Purpose: The purpose of this exercise is to show how the Shop Floor Workbench window can be modified to only display tabs, columns and buttons that are used in the main exercise, when reporting in anonymous mode.

Windows:
Shop Floor Workbench

1. Log on with the user you should use for the exercise and click the Options and User Profile tab.
2. In the Change Profile area, select Create New and name the new profile as shop floor reporting.
3. Click OK.
4. In the Options area, click OK and go to the Shop Floor Workbench window.
5. Right-click on the header of the Shop Floor Workbench window and then click Properties. The Object Properties dialog box opens.
6. In the Object Properties dialog box, select the Layout tab.
7. On the Layout tab, select the Enable this layout on current datasource check box and clear the check boxes of all objects except Site, Selection Operation, Selection and Dispatch Rule.
8. Click OK. You will see a limited number of objects on the header of the Shop Floor Workbench window.
9. In the operations table on the Shop Floor Workbench window, right-click and then click Column Chooser. The Column Editor dialog box opens.
10. In the Column Editor dialog box, select the following check boxes: SO No, Op No, Part No, Part Description, Executable Qty, Remaining Qty, Op Status, Qty Completed, Work Center and Labor Class.
11. Click OK. You will only see a limited number of columns in the operations table in the Shop Floor Workbench window.
12. On the right side of the Shop Floor Workbench window, where the buttons are placed, right-click and then click Properties. The Object Properties dialog box opens.
13. Select the Layout tab.
14. On the Layout tab, select the Enable this layout on current datasource check box and clear the check boxes of all objects except Refresh, Start Set Up, Stop Set Up, Start Production, Stop Production and Approve Op.
15. Click OK. You will only see a few buttons visible on the Shop Floor Workbench window.
16. In the lower pane on the Shop Floor Workbench window, right-click and then click Properties. The Object Properties dialog box opens.
17. Select the Layout tab.
18. Click Change the tab visibility and select only Guidelines, Material, Op Reports and Clockings.
19. Click OK and select Open In New Window. You will see only a few tabs visible in the lower pane of the Shop Floor Workbench window.

Inventory Part

Purpose: The purpose of this exercise is to copy the inventory parts required to complete the discrete manufacturing exercises from site 1 to your site.

Windows:
Copy Parts To Site
Background Jobs

Note: If you already have these racing engine parts copied to your site, you do not need to do this exercise.

1. Open the Copy Parts To Site window.
2. In the From area, enter 1 in the Site field.
3. Enter 210 in the Comm. Group 2 field. The parts that belong to the commodity group 210 have part numbers in the format 21-nnn.
4. In the To area, enter your site in the Site field.
5. Click OK.
6. Wait for the background job to complete. When it is complete, the parts will be copied to your site.
7. Repeat steps 1-6, but now with 250 in Comm. Group 2 field. Now you should have the parts below on your site.

Routing Revision

Purpose: The purpose of this exercise is to set up the routing revisions required for the rest of the anonymous reporting course exercises.

Windows:
Routing

Note: The destination revision number will automatically change from the source revision number to the next highest integer. Therefore, you must first change the site to your site and then change the revision number to match the source revision number. Otherwise, an overlapping date range may result. In addition, the Routing Type field will default to a value other than manufacturing if another value exists. Verify that the Routing Type field displays manufacturing.

1. If you haven't done so already, copy the manufacturing routing revisions for the part in the table below from site 1 to your site. To do this right-click and then click Copy Routing Revision. Be mindful to copy only the default alternate.
2. For the part copied to your site, set the routing alternate to Buildable.

General exercise for Copying Revisions

Part Revision and Product Structure

Purpose: The purpose of this exercise is to set up the part revisions and product structures that are required for the rest of the Employee Reporting course exercises.

Windows:
Product Structure

Note: The destination revision number will automatically change from the source revision number to the next high integer. Therefore, you must first change the site to your site and then change the revision number to match the source revision number. In addition, the Structure Type field will default to a value other than manufacturing if another value exists. Verify that the Structure Type field displays manufacturing.

1. If you haven't done so already, copy the manufacturing structure revision for the part in the table below from site 1 to your site. To do this right-click and then click Copy Structure Revision. Be mindful to copy only the default alternate.
2. For the part copied to your site, set the structure alternate to Buildable.

General exercise for Copying Revisions

Required Data

Create an Inventory Part Balance

Purpose: The purpose of this exercise is to ensure that you have enough parts to complete the main exercises.

Windows:
Inventory Part Currently On Hand
Receive Inventory Part

1. Verify that you have at least the quantity of parts shown in the table below available for manufacturing. If you do not, receive the indicated quantity of the parts into inventory location number 1.

General Exercise for Receiving Inventory Part

Enter Shop Orders

Purpose: The purpose of this exercise is to create shop orders that will be used in the main exercises.

Windows:
Shop Order

1. Create shop orders for the parts and quantities as in the table below. Release each shop order. Enter the date that the order is required, approximately a week ahead. Write down your shop order numbers so that you can easily find the appropriate shop order for each main exercise.

General exercise for creating shop orders manually

Additional settings:

In the shop order for scenario 3:

1. Open the Shop Order window and query for the required shop order.
2. On the Operations tab, select the Milestone Operation check box for operation 20 and 30 in order to set the operations 20 and 30 as milestone operations.

In the shop order for scenario 4:

1. Open the Shop Order window and query for the required shop order.
2. On the Operations tab, right-click on operation 10 and then click Work Guidelines. The Shop Order Operation Work Guidelines window opens.
3. In the Shop Order Operation Work Guidelines window, create a new line and add an appropriate guideline description as well as a guideline text.
4. Set the Work Guideline Type field to Subtask and set the Sign Off Required field to Required.
5. Save the new work guideline.

In the shop order for scenario 5:

1. Open the Shop Order window and query for the required shop order.
2. Click the Operations tab.
3. For each shop order select operation 20 and 30 and press the Delete key. This will remove the unnecessary operations that are not needed in this exercise.
4. Save each shop order. Then click the Material tab.
5. Remove material 25-331 and 25-332 which are not required in this exercise.
6. Save each shop order.

Main Exercise

Purpose: The purpose of this exercise is to learn how to enter basic data for Shop Floor Workbench and demonstrate the use of Shop Floor Workbench, when using anonymous report mode on the site.

Prerequisites:

• Setup Basic Data for the Site for Shop Floor Reporting
• Setup Anonymous Reporting Mode

Reporting in Shop Floor Workbench using Anonymous mode- Scenario 1, Reporting on Each Operation using Only the Approve Functionality

Purpose: To demonstrate the use of shop floor workbench, when using anonymous reporting mode on the site and reporting each operation.

Windows:
Shop Floor Workbench

Note: In this exercise reporting should be done on the first shop order created for this exercise.

1. Open the Shop Floor Workbench window and click Refresh to be able to view your executable operations.
2. Select operation 10 and click Approve Operation. The Approve Operation dialog box opens.
3. In the Approve Operation dialog box, make sure the entire quantity is entered in the Qty to Report field.
   Note: It is also possible to use the Approve Operation dialog box when you do not have a quantity to report; i.e., it is possible to use the dialog box to close an operation without reporting any quantity.
4. Make sure the Close Operation check box and the Report Time check box are selected.
5. If required, change the time to report in the Operation Time area. The default value is the time from the shop order.
6. Click OK to report time, issue operation connected components and close operation.
7. Repeat step 2 to 6 for operation 20.
8. Select operation 30 and click Approve Operation.
9. Since this is the last operation on the shop order the Receive area will be enabled.
10. Make sure the entire quantity is entered in the Qty to Report and Qty to Receive fields.
11. Make sure that the Close Operation check box, Report Time check box and Receive into Inventory check box are selected.
12. If required, change the time to report in the Operation Time area.
13. In the Location No field, enter 1 or select from the List of Values.
14. Click OK in order to report and close operation 30, close the shop order and receive parts into inventory location 1.

Note: Since all material on this shop order are connected to an operation, there is no need to select backflush in the receive section. All material connected to an operation will be issued when the operation is reported/approved.

Reporting in Shop Floor Workbench using Anonymous mode - Scenario 2, Reporting Only on the Last Operation using Approve Functionality

Purpose: To demonstrate the use of shop floor workbench, when using anonymous reporting mode on the site.

Windows:
Shop Floor Workbench

Note: In this exercise reporting should be done on the second shop order created for this exercise.

1. In the Shop Floor Workbench window, set the Selection field to Released and click Refresh to be able to view your released operations.
2. Select operation 30 on the shop order and click Approve Operation. The Approve Operation dialog box opens.
3. In the Approve Operation dialog box, make sure the entire quantity is entered in the Qty to Report and Qty to Receive fields.
4. Make sure that the Close Operation, Report Previous Operations, Report Time and Receive into Inventory check boxes are selected.
5. If required, change the time to report on operation 30 in the Operation Time area.
6. In the Location No field, enter 1 or select from the List of Values.
7. Click OK in order to report and close operation 10, 20 and 30, issue material, close the shop order and receive parts into inventory location 1.

Reporting in Shop Floor Workbench using Anonymous mode - Scenario 3, Reporting Milestone Operations using Only the Approve Functionality

Purpose: To demonstrate the use of shop floor workbench, when using anonymous report mode on the site while having milestone operations on the shop order.

Windows:
Shop Floor Workbench

Note: In this exercise reporting should be done on the second shop order created for this exercise.

1. In the Shop Floor Workbench window, set the Selection field to Released and click Refresh to be able to view your released operations.
2. Select operation 20 on the shop order and click Approve Operation. The Approve Operation dialog box opens.
3. In the Approve Operation dialog box, make sure the entire quantity is entered in the Qty to Report and Qty to Receive fields.
4. Make sure that the Close Operation, Report Previous Operations and Report Time check boxes are selected.
   Note: Since operation 20 is the first milestone operation in this shop order, the Report Previous Operation check box is automatically selected.
5. Click OK in order to report and close operation 10, 20 and issue operation connected material.
6. Select operation 30 in the shop order on the Shop Floor Workbench window and click Approve Op. The Approve Operation dialog box opens.
7. In the Approve Operation dialog box, make sure the entire quantity is entered in the Qty to Report and Qty to Receive fields.
8. Make sure that the Close Operation, Report Time and Receive into Inventory check boxes are selected
9. If required, change the time to report on operation 30 in the Operation Time area.
10. In the Location No field, enter 1 or select from the List of Values.
11. Click OK in order to report and close operation 30, issue material, close the shop order and receive parts into inventory location 1.

Note: When you have milestone operations on a shop order, it is not possible to report more quantity complete on a succeeding operation than that is already reported on a preceding milestone operation. The idea with milestone operations is that reporting only needs to be done on milestone operations; therefore report on previous operations is selected when reporting on the first remaining milestone operation. Report previous operations cannot be used to report milestone operations.

Reporting in Shop Floor Workbench using Anonymous Mode - Scenario 4, Reporting on Each Operation Using Start/Stop Functionality with Subtasks and Interruptions

Purpose: To demonstrate the use of shop floor workbench, when using anonymous report mode on the site and having subtasks on an operation on the shop order.

Windows:
Shop Floor Workbench

Note: In this exercise, reporting should be done on the fourth shop order created for this exercise.

1. Open the Shop Floor Workbench window and make sure that the shop order operations created for this exercise are shown in the list. If not change the filter criteria in the header so that they appear.
2. Select operation 10 and then click Start Setup. The Start Setup dialog box opens. On this operation, only labor setup time should be reported. Make sure only the Labor Time check box is selected. If required, change the crew size. It is also possible to enter a clocking note text that will be visible while the setup is running.
3. Click OK and a labor clocking will be started.
4. Wait a few minutes to simulate the setup being complete, and then click Stop Setup. The Stop Setup dialog box will appear. If you select the stop reason as setup complete, the shop order status will be set to setup complete and if you select the stop reason as setup partially reported the status will be set to setup started.
5. Select Setup Complete and click OK. The clocking for labor setup time will be stopped.
6. Verify that two clockings have been created in the Clockings tab, one for the machine and one for labor. Also go to the Op Reports tab and verify that two transactions have been created, one for Labor_RPT and one for OPFEED.
7. On the same operation, click Start Production. The Start Production dialog box opens.
8. Both labor and machine time should be reported, therefore make sure that the Machine Time check box and the Labor Time check box are selected in the Start Production dialog box.
9. Click OK to start machine run time and labor run time clockings.
10. Wait a few minutes to simulate production being done, and then click Stop Production. The Stop Production dialog box opens.
11. Click Approve Op. The Approve Operation dialog box opens.
12. In the Approve Operation dialog box, make sure that the entire quantity is being reported in the Qty to Report field. Also make sure that the Close Operation check box is selected. Note that the Report Time check box is not selected by default in this case, because time has been reported via start and stop.
13. Click OK and try to report the operation. Notice that it is not possible since operation 10 has a subtask that is required to be signed off before the operation can be closed.
14. Click Cancel.
15. Now click the Guidelines tab on the Shop Floor Workbench window, when operation 10 is selected. You will see that there is a subtask for the operation.
16. Right-click on the subtask and then click Sign Off. Now the subtask is reported and the operation can be closed.
17. Repeat steps 11-12 to close operation 10.
18. This will stop and report the production time, report quantity as finished and close the operation. The operation will disappear from the Shop Floor Workbench window.
19. Select operation 20 and click Start Production. The Start Production dialog box opens. Both labor and machine time should be reported; therefore make sure that the Machine Time check box and the Labor Time check box are selected in the dialog box.
20. Click OK to start a machine run time clocking.
21. Wait a few minutes to simulate production being done, then click Stop Production.
22. To simulate production being stopped due to a machine problem, select Interrupted in the Stop Reason list. Set the Interrupt Cause field to 10 or use an appropriate cause from the list of values. If required, it is also possible to enter an appropriate note in the Interruption Note field.
23. Click OK and the clocking for machine production time will be stopped. In place of that there will be a new clocking created, which is the interruption clocking.
24. Verify that the interruption clocking has been created in the Clockings tab and that two more transactions have been created in the Operation Report tab.
25. Click Start Production and then click OK in the dialog box that appears in order to resume production again for the operation.
    Note: When production is resumed on the operation, the interruption clocking will automatically be stopped.
26. Wait a few minutes to simulate completion of production and then click Approve Op.
27. Select operation 30. On this operation production time for both machine and labor time should be reported.
28. Repeat the appropriate steps above for operation 30.
29. Since operation 30 is the last operation on the shop order, the Receive area in the Approve Operation dialog box will be enabled. Make sure that the Close Operation check box and the Receive Into Inventory check box are selected. Also make sure that the full quantity is entered in the Qty to Report field and in the Qty to Receive field.
30. In the Location No field, enter 1 or select from the List of Values.
31. Click OK. This will stop and report the production time, report quantity as finished, and close the operation. It will also receive the parts into inventory and set the status of the shop order to Closed.

Note 1: The start/stop feature counts time differently depending on the site parameter calendar consideration. This parameter can be found in the Manufacturing tab on the Site window.

Note 2: If you are using subtasks on work guidelines, it is also possible to set a subtask to be inspection sign off. If this is used, you can approve the operation before the operation is set to be inspection signed off, but the shop order cannot be closed before it is reported.

Reporting in Shop Floor Workbench using Anonymous mode - Scenario 5, Reporting on Several Operations in a Group using Start/Stop Functionality and Selecting Multiple Operations

Purpose: To demonstrate the use of shop floor workbench, when using anonymous report mode and when reporting will be done on several operations simultaneously in the same work center. It will also show how the parameter Allow Concurrent Operations works on the work center.

Windows:
Shop Floor Workbench

Note: In this exercise, reporting should be done on the 3 different shop orders created for this exercise,

1. Open the Work Center window and query for work center 200 on your site.
2. Verify that the Allow Concurrent Operations check box is cleared on the Detail tab of the Work Center window.
3. Open the Shop Floor Workbench window and select operation 10 on shop order 1 and 2. Machine and labor time for production should be reported in a group, therefore it is important that operation 10 on both shop orders are selected when you click Start Production.
4. Select the Machine Time check box and the Labor Time check box. Click OK. Two different run time clockings will be created. One machine clocking and one labor clocking. Select Resource 200 to start the operations on that specific machine resource. Then click OK.
5. Wait a few minutes to simulate production being performed for both orders. Then select operation 10 on the third shop order and click Start Production.
6. Select resource 200 and click OK. Make sure that you try to start this for the same resource that operation 10 and the other shop orders was started on in step 4.
7. Notice that since the work center 200 does not allow concurrent operations on the same resource simultaneously, and since the newly started operation was started on the same machine resource, the machine clocking for shop order 1 and 2 are no longer running. Also note that the labor clocking for both orders are still ongoing.
8. Select operation 10 on shop order 1 and click Approve Op. The Approve Operation dialog box opens.
9. In the Approve Operation dialog box, make sure that the entire quantity is being reported in the Qty to Report field. Also make sure that the Close Operation check box is selected.
10. Since operation 10 is the only operation on the shop order, the Receive area in the Approve Operation dialog box will be enabled. Make sure that the Receive Into Inventory check box is selected. Also make sure that the full quantity is entered in the Qty to Receive field. Since some of the material on this shop order are connected operations that do not exist, you also need to select the Backflush Material check box, to backflush all material.
11. Click OK.
12. Notice that the Approve operation dialog box for the second shop order is now automatically opened. This is because the shop orders are started simultaneously. Make sure that the entire quantity is reported in the Qty to Report field. Also make sure that the Close Operation check box is selected.
13. Since operation 10 is the only operation on the shop order, the Receive area in the Approve Operation dialog box will be enabled. Make sure that the Receive Into Inventory check box is selected. Also make sure that the full quantity is entered in the Qty to Receive field. Then click OK in order to report and close shop order 2.
14. Select shop order 3, and report machine and labor production time via the Approve Operation dialog box.
15. Because operation 10 is the only operation on the shop order, the Receive area in the Approve Operation dialog box will be enabled. Make sure that the Close Operation check box and the Receive Into Inventory check box are selected. Also make sure that the full quantity is entered in the Qty to Report field as well as in the Qty to Receive field.
16. In the Location No field, enter 1 or select from the List of Values.
17. Click OK. This will stop and report the production time, report quantity as finished, and close the operation. It will also receive the parts into inventory and set the status of the shop order to Closed.

Note 1: To report operations simultaneously, the operations should belong to the same work center. If the work center has the Allow concurrent operations check box cleared, the existing machine clocking will be stopped when a new operation is started on the same work center resource.

Note 2: When reporting on several operations simultaneously by starting the operations in a sequence, the time reported on each operation is the fraction of the operations planned hours, divided by the total hours planned for the sequence, multiplied by the duration for the sequence. This value can be found by looking at the time share for each of the clockings created for the operation.