Setup Shop Floor Employee Reporting—Basic Data and Requirements 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.

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

Enter Person

Purpose: The purpose of this exercise is to create a new person record to be used in the main exercise.

Windows:
Person

  1. Open the Person window and create a new record.
  2. In the Name field, enter an appropriate name.
  3. Save the information.
  4. Repeat steps 2-3 to create another person.

Enter Employee

Purpose: The purpose of this exercise is to create a new employee record in order to connect it to a person, and use the employee in the main exercise.

Windows:
Company

  1. Open the Company window and query for your company.
  2. Click the Employees tab and create a new record.
  3. In the Employee ID field, enter an appropriate employee id.
  4. In the Person ID field, enter the person id of the person you created in the previous exercise.
  5. Save the information.
  6. Repeat steps 2-5 to create another user.

Connect User with Finance User Group for your Company

Purpose: The purpose of this exercise is to connect your user id to a user in the finance user group.

Windows:
Users per User Group

  1. Open the Users per User Group window and query for user group AC.
  2. Add a new record.
  3. In the User ID field, enter your user id.
  4. In the Default Group field, select Yes.
  5. Save the record.

Enter Filter for Shop Floor Workbench

Purpose: The purpose of this exercise is to create filters for shop floor workbench to be used in the main exercise.

Windows:
Shop Floor Workbench Filters

  1. Open the Shop Floor Workbench Filters window and create a new record.
  2. In the Filter field, enter 300.
  3. In the Filter Description field, enter WC 300.
  4. In the Site field, select the site for which the filter should be valid.
  5. Select which operations are to be displayed as default by selecting Executable in the Selection field. The first operation of released shop orders and the operations with any quantity reported in the previous operation will be displayed. When there is a reported quantity in the previous operation of the parallel operations, all the successive parallel operations will be displayed.
  6. Select how the operations should be sorted by selecting As Scheduled in the Dispatch Rule field. Operations will be sorted in the ascending order according to the planned start date.
  7. In the Work Center field, select 300.
  8. Save the record.

Connect Employee with a Manufacturing Labor Class

Purpose: The purpose of this exercise is to connect the employees you created to a manufacturing labor class.

Windows:
Manufacturing Labor Class

  1. Open the Manufacturing Labor Class window and query for labor class 1 on your site.
  2. Create a new record on the Employee tab.
  3. In the Employee ID field, enter the employee id of the first employee you newly created.
  4. In the Filter field, enter 300.
  5. Select the Workbench User check box.
  6. Select the Handle Time for Others check box.
  7. Repeat steps 3-5 for the additional employee, but clear the Handle Time for Others check box.

Enter Shop Floor Team

Purpose: The purpose of this exercise is to create a Shop Floor Team to be used in the main exercise, when site is setup for employee reporting mode and you want to report operations as a team.

Windows:
Shop Floor Teams

  1. Open the Shop Floor Teams window and create a new record.
  2. In the Team field, enter an appropriate team.
  3. In the Team Name field, enter a team name.
  4. Connect the team to your site and make sure the team is active by selecting the Workbench User check box for the new record.
  5. Connect the team to the filter 300 created previously.
  6. Set the team to active by selecting the Workbench User check box.
  7. Save the information.

Setup the Site for Employee Reporting Mode

Purpose: The purpose of this exercise is to set up a site to be used for employee reporting mode and set the site as the default site for the user.

Windows:
Sites per User
Site

  1. Query for your site in the Site window.
  2. Click the Manufacturing tab and set the Reporting Mode field to Employee in the Shop Floor Reporting Settings area.
  3. Verify that the Default Time and Quantities on Report check box is selected.
  4. Select the Auto Trigger Enter As Dialog check box and in the Time Idle field, enter 15.
  5. Open the Sites per User window and query for your user id.
  6. Right click on your site, and then click Set as Default Site.

Create Indirect Job to Report Indirect Time in Shop Floor Workbench

Purpose: The purpose of this exercise is to create a record for an indirect job to be used when the site is setup for employee reporting mode, and you want to report indirect time.

Windows:
Indirect Jobs

  1. Open the Indirect Jobs window and create a new record.
  2. In the Indirect Job field, enter 10.
  3. In the Indirect Job Desc field, give an appropriate name and make sure that the indirect job is created for your site.
  4. Select the Active check box for the record in order to make sure that the indirect job is set to active.
  5. Repeat steps 2-4 to create a new record with the Indirect Job field set as 20 and the Indirect Job Desc field set as Autofill Diff.
  6. Repeat steps 2-4 to create another new record with the Indirect Job field set as 30 and the Indirect Job Desc field set as Meeting.