ENG - Course.student 803408

Engineering Student Manual
Vantage/Vista Release 8.03.408
Global business solutions for your expanding enterprise.
DISCLAIMER Copyright 2008 Epicor Software Corporation. All rights reserved. No part of this confidential copyrighted publication may be reproduced or distributed in any form without the prior written consent of Epicor Software Corporation. This document is for informational purposes only and is to subject to change without notice. The contents of this document are believed to be current and accurate as of its date of publication. Epicor Software Corporation makes no representations or warranties, expressed or implied, with respect to the contents of this manual and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose. This document is considered Confidential Proprietary Information of Epicor Software Corporation. It shall not be distributed in any way to any third party entity or person without the express prior written consent of Epicor Software Corporation. We welcome customer comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. Epicor is a registered trademark of Epicor Software Corporation. All other trademarks, registered trademarks, names, or product names contained in this publication are the property of their respective owners and are acknowledged herein. Item Code No. 10821-834-4937-584408 Product No. ED804803408, Release 8.03.408 Distribution: December 2008
Contents
Engineering Prerequisites Setup 5 7 9 13 1 3
Objectives Overview
Process Flow 11
Engineering Setup
Department 15
Company Configuration 14 Resource Group 16 Workshop - Create a Resource Group 20 Resource 22 Workshop - Create a Resource 24 Operation 25 Workshop - Create an Operation 27 Method of Manufacture 29 Operation: Resource Group Specific 31 Operation: Resource Specific 32 Operation: Multiple Resource Groups or Resources 33 Operation: Multiple Resource Groups or Resources 34 Part 35 Part Class 39 Product Group 40
Engineering Process
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Step 1 - Create an ECO Group 42 Workshop - Create an ECO Group 43 Step 2 - Create Parts and Revisions 44 Workshop - Create Parts and Revisions 45 Step 3 - Check Out Parts 48 Workshop - Check Out Parts 49 Step 4 - Create the Method of Manufacture 50
Engineering Student Manual iii
Contents
Workshop - Create a Method for a Subassembly (A-L111) 51 Workshop - Create a Method for a Finished Part (A-000) 55 Workshop - Create a Method for a Sales Kit (SHLF-S60) 57 Step 5 - Check In Parts 59 Workshop - Check In Parts 60
Engineering Maintenance
Express Part Check Out 62
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Workshop - Express Part Check Out 63 Create a Revised Method 64 Workshop - Create a Revised Method 65 Create and Alternate Method 67 Workshop - Create an Alternate Method 68 Compare Revisions 70 Workshop - Compare Revisions 71 Phantom Part/Method 72 Workshop - Applying a Phantom Part/Method 73 Engineering Workflow 75 Workshop - Create the Workflow Task Set 76 Workshop - Create the Workflow 79 Cost Rollup and Cost Methods 82 Workshop - Perform a Cost Rollup 83
Mass Replace and Delete Reports and Trackers 89
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Workshop - Job Tracker 91 Workshop - Part Tracker 92 Workshop - Method Tracker 93
Conclusion
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Engineering
This course outlines the creation of a new part, engineering a method of manufacture, approving the method, and making that method available for use. Methods can be used in the quoting process, job entry, or as the basis for a new method.
Prerequisites
In order to successfully complete this course, the following prerequisites must be met. 1.
Recommended Audience Engineers Estimators Cost Accountants Master Scheduler Planners Production Control Users
2.
Required Course: Navigation

This course introduces the navigational aspects of the user interface. Designed for a hands-on environment," the focus is on general navigation principles and techniques available at each level of the application. Workshops guide each navigational principle introduced.
3.
Required Course: System Flow

This course introduces a basic "quote to cash" scenario, beginning with the customer quote, through job creation and completion, to final cash receipts and payment of invoices. This course emphasizes the process of the quote to cash scenario.
4.
Required Course: Methods of Manufacturing

This course introduces the composition and role of a Method of Manufacture and its impact on scheduling and costing output.
5.
Recommended Course: Parts

This course introduces the part maintenance program and includes a part overview, its required subsidiary file setup, key fields, setup of manufactured and purchased parts, and a review of commonly used reports and inquiries.
6.
Recommended Course: Manufacturing Foundations

This course introduces the foundation of a strong manufacturing environment.
Setup
To successfully complete this course, the Vantage 8.03.400 (or higher) release must be installed in a training environment and include a matching version of the Education Database. This course was written using data in the Minneapolis Company (VN10T). Confirm that this is the company selected before beginning the course. If this course is being trained in a network environment (one database accessed by multiple students) each student must create unique IDs for Resource Groups, Resources, Operation IDs, Part Numbers and ECO Groups.
Objectives
The following objectives will be met upon successful completion of this course.
Describe where engineering can occur throughout the system Identify configuration and setup requirements Describe the engineering process flow Use the Engineering Workbench program to create and modify:
Parts Revisions Methods of Manufacturing Sales Kits
Overview
Engineering is the application of science in the design, planning, construction, and maintenance of items manufactured. (Encarta) The engineering process in the application is the creation of a parts method of manufacture, or "method". It includes a bill of operations and a bill of materials. Method of Manufacture (Method): All the information required to build a part. It includes all purchased and manufactured parts, as well as the sequence of operations required to build the part. Bill of Operation: Identifies the steps necessary to build the part. Bill of Material: Identifies the materials necessary to build the part.
Overview
Where Does Engineering Occur?

Within the application, the engineering process occurs in any one of these three locations:
Quote Entry Job Entry Engineering Workbench

Once the method of manufacture has been engineered in one of these locations, that method can be "pulled" into the other two locations as needed. This prevents possible re-keying errors associated with data entry. For example: Quote Entry A customer's request for quote (RFQ) has been received for a part that is not listed and has no previously defined method. The quote is created, and the part is priced based on full engineering detail created within the quote. Job Entry A sales order is placed for a part not previously manufactured. The method is engineered as the job is entered. Engineering Workbench A controlled approach to the process of creating, engineering, and storing a method of manufacture. The part must be listed in the part record and strict controls are placed on the engineering process, including "check-out" part and "check-in" part functionality.
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Process Flow
Process Flow
The Engineering Workbench is the central location to engineer a new parts method or add a revision to an existing part. The process is sequential.
Engineering Student Manual 11
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Engineering Setup
This section covers key maintenance programs used by the engineering process. These programs include resource groups and resources (where a part is manufactured) and operations (how a part is manufactured). These fields hold the burden rates and labor rates applied during a cost roll-up, as well as capacity factors for scheduling purposes.
Engineering Setup
Company Configuration
System Management / Company Maintenance / Company
This section covers specific portions of the Company Configuration program used to set defaults in the Engineering Workbench.
Inventory Configuration
The Engineering Workbench configuration is maintained in the Company Configuration program. The Inventory sheet is used to establish defaults for new methods being created. Examples of these options include whether the method can be used while it is open in the ECO Group and how many engineers can work in a specific ECO Group. From the Company Configuration program, select Modules > Materials > Inventory. Unapprove Revision On Check Out Changes the status of a revision to unapproved when checked out to an engineering group. Verify Password on Check In Requires password verification during revision approve, unapprove, check-out, and check-in. Workflow Required Requires use of a workflow process when building methods. Single User Allows for only one user at a time to work within an ECO Group. Allow Express Part Checkout Allows use of the Express Part Checkout program to quickly check out a part revision. This program simultaneously checks out a part revision, creates a new ECO Group based on your User ID, and launches the Engineering Workbench.
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Department
Department
Production Management / Job Management / Setup / Department
A Department is a collection of resource groups and is used for organizational and reporting purposes (such as shop load). These departments are not related to the departments set up in the General Ledger . Departments can be used as a filtering criterion on the Labor Edit report to print labor for selected departments. If a G/L Division and/or G/L Department has been selected on the Job Department record, these codes will replace the corresponding elements of the account numbers defined for Applied Overhead and Applied Labor. Examples of departments:
Machining Department Shipping Department Assembly Department Job Department Maintenance

Job Department ID An eight-character (alpha/numeric) code that uniquely identifies the department. For example:
ASSEMBLE MACHINE PAINTING

Description Brief description of the department. G/L Division This selection represents the division portion of the General Ledger account number that is used by default when entering a labor transaction for this department. If an entry is made here, it replaces the Division portion of the G/L expense account number associated with the labor expense code for the labor transactions. This optional field is available if using the Payroll module. If using Divisions in the General Ledger account numbers, the default is set here. G/L Department This selection represents the department portion of the General Ledger Account number that is issued to replace the department portion of the G/L expense account number for each labor transaction. Use this field to separate your labor and burden expenses by department. This is an optional field. If using Departments in the General Ledger account numbers, the default is set here.
Engineering Setup
Resource Group
Production Management / Engineering / Setup / Resource Group
A Resource Group is a collection of similar Resources and defines a group of equipment or employees. A Resource Group must contain at least one Resource. Examples of Resource Groups:
A group of similar machines (Drill Press Shop) A group of employees (Drill Press Operators) Resource Group
The resource group fields contain general information regarding the group such as Description and Department.
Warehouse/Bins
Select the Location check box to indicate that the Resource Group is a physical location. An employee can then report labor to that location, and the burden rate from the Resource Group will be posted to the labor transaction; which is then posted to the job. A Resource cannot be selected as a location if the Resource Group is not first selected as a location. Additionally, if the Resource Group location is not selected, employees will receive an error message in Labor Entry when attempting to select a Resource Group. Example A job with an operation requiring the 4 foot shearing machine was scheduled, but the 12 foot shearing machine was used instead. If the Location check box for the 12 foot shear is selected as a location, the rate defined for the 12 foot shear will be used.
Costing Burden Rates and Quoting Burden Rates

Different burden rates for Production and Setup can be used to allow quote creation at one rate, and job costing at a different rate.
Costing Labor Rates and Quoting Labor Rates

Different labor rates for Production and Setup can be used to allow quote creation at one rate, and job costing at a different rate. The actual job costing labor rate will come from the Shop Employee's labor entry.
Burden Hours
Split Burden The Split Burden check box controls the distribution of burden hours during direct labor entry. If multiple employees work on the same job operation at the same time, the burden is split among those labor entries to reflect actual machine usage.
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Resource Group
Example Five employees each charge one hour of labor to a job. If the Split Burden check box is not selected, five hours of burden will be charged to the job. With the Split Burden check box selected, one hour of burden will be charged to the job, split among each of the five employees. Burden = Labor For some operations, burden hours must equal labor hours. The Burden = Labor check box indicates burden hours are to be the same as labor hours entered. Example An employee clocks into four jobs concurrently for eight hours. If the Burden = Labor check box is not selected, each job will have two hours of labor (labor automatically divided equally among four jobs) and eight hours of burden. If the Burden = Labor check box is is selected, two hours of burden will be applied to each job. Use Estimates Select the Use Estimate check box if this resource group typically performs multiple operations at the same time. This allows the application to proportionally divide labor based on an operation's estimated production labor rather than dividing labor between two (or more) operations. The application will then reflect the time needed to complete each operation. Example An employee is concurrently clocked into four operations for eight hours. If the Use Estimate check box is not selected, each job is charged for two hours of labor. However, estimated labor may differ significantly among the four operations. This can lead to over, or under costed jobs. If the Use Estimate check box selected, the actual labor will be distributed to each operation proportionate to the amount of estimated labor. Use Estimates (combined with) Burden = Labor The Use Estimates selection can be used in combination with the Burden = Labor selection. If the Burden = Labor check box is not enabled, the total amount of burden will be applied to each operation. However, if both are selected, both labor and burden will be proportionately distributed. Example An employee is concurrently clocked into two operations using the same Resource Group. This resource group has both the Use Estimates and Burden = Labor check boxes selected. The first operation estimates 10 hours for production . The second operation estimates 5 hours for production. The employee enters a total of 6 hours of labor. Each operation produces one piece. Estimates
Operation 1: Estimated labor to produce one piece = 10 hours Operation 2: Estimated labor to produce one piece = 5 hours
Engineering Setup
Total Estimated labor for Operations 1 and 2 = 15 hours (10 + 5 = 15) Actuals
Operation 1: Actual labor to produce one piece = 4 hours

6 x (10 / 15) = 4 hours
Operation 2: Actual labor to produce one piece = 2 hours

6 x (5 / 15) = 2 hours Total Labor and Burden Applied Operation 1 = 4 hours of labor and burden applied Operation 2 = 2 hours of labor and burden applied If an employee is clocked into two operations at different Resource Groups, and one Resource Group does not have the Use Estimates check box selected, the estimated labor will be applied to both operations. The labor and burden options are available with the Data Collection module. If the Data Collection module is not implemented, the division of labor and burden becomes a manual calculation during labor entry.
Operation
The operation section holds the default operation and default operation standard for a Resource Group. An operation standard provides a fixed run time (production standard) and optionally, a set up time for all operations that use this standard. Operation standards can be used for several parts that require the same setup and production times. The operation standard is created once and is then available for selection when creating a method of manufacture. General Code A unique code for this standard is assigned in this field. Description Data in this field holds a description of the standard. Time Requirements Setup Hours Data in this field represents the amount of time allocated for setup. Production Amount of time for production is indicated in this field.
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Resource Group
Standard Standard represents the default standard format.
Engineering Setup
Workshop - Create a Resource Group

1.
Navigate to the Resource Group program using the following path

Production Management / Engineering / Setup / Resource Group
2.
Add a New Resource Group

2.1. 2.2. 2.3. 2.4. Click the New icon dropdown, and select New Resource Group. Enter ASMG in the Resource Group field. Enter Asm Green Crew in the Description field. Select Assembly Department in the Department drop-down field.
3.
Enter Costing Burden Rates

3.1. 3.2. 3.3. Enter 50.00 in the Production field. Enter 50.00 in the Setup field. Confirm Flat is selected.
4.
Enter Quoting Burden Rates

4.1. 4.2. 4.3. Enter 50.00 in the Production field. Enter 50.00 in the Setup field. Confirm Flat is selected.
5.
Enter Costing Labor Rates

5.1. 5.2. Enter 15.00 in the Production field. Enter 15.00 in the Setup field.
6.
Enter Quoting Labor Rates

6.1. 6.2. 6.3. Enter 15.00 in the Production field. Enter 15.00 in the Setup field. Click Save.
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Workshop - Create a Resource Group
Remain in the Detail sheet in preparation for the next workshop.
Engineering Setup
Resource
Production Management / Engineering / Setup / Resource Group - Resources - Detail sheet
A Resource is a specific piece of equipment or an employee that is required to manufacture a part. A Resource must belong to a Resource Group. Examples of Resources:
A specific machine (The ABC 7.5 HP Drill Press) A specific employee (Certified to Operate the ABC 7.5 HP Drill Press) Resource
Resource fields contain general information regarding the Resource such as Description and Resource Type.
Warehouse/Bins
Select the Location check box to indicate that the Resource is a physical location. An employee can then report labor to that location, and the burden rate from the Resource will be posted to the labor transaction; which is then posted to the job. A Resource cannot be selected as a location if the Resource Group is not first selected as a location. Additionally, if the Resource Group location is not selected, employees will receive an error message in Labor Entry when attempting to select a Resource Group.
Costing Burden Rates and Quoting Burden Rates

Different burden rates for Production and Setup can be used to allow quote creation at one rate, and job costing at a different rate. Amounts entered in these fields will be added to the Resource Group rates.
Costing Labor Rates and Quoting Labor Rates

Different labor rates for Production and Setup can be used to allow quote creation at one rate, and job costing at a different rate. The actual job costing labor rate will come from the Shop Employee's labor entry. Amounts entered in these fields will be added to the Resource Group rates.
Use Resource Group Values

Select the Use Resource Group Values check box if a Resource is to use the values defined at the Resource Group level. If selected, the fields in this section are unavailable for update. This option is available in the following sections:
Costing Burden Rates Costing Labor Rates Scheduling (Concurrent Capacity field remains availible for update).
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Resource
Linked Part
Parts can be linked to a resource. For example, if the resource is a tool and has a part number, enter or search that part number in this field. The part entered must exist on the part list.
Operation
Values entered in these fields will override the values defined at the Resource Group level.
Engineering Setup
Workshop - Create a Resource

Complete the steps below to create a resource. 1.
Create a Resource
1.1. 1.2. 1.3. Select the Resources sheet. Click the New icon dropdown, and select New Resource. Enter the following information in the provided fields:
Resource Description
ASMYG Assembly Green Crew
1.4. 1.5.
Accept all other defaults. Click Save.
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Operation
Operation
Production Management / Engineering / Setup / Operation
An operation describes what will be done at any step of the method of manufacture. They define the sequence of labor steps required to make a part (either in-house or subcontract). The number of operations needed to define a manufacturing process is unlimited and can be used as defaults when creating Resources. Operations are used in Quoting, Job Entry, and Engineering. Some examples of operations are:
Drill Bend Cut

Key fields and options:
Operation
The Operation field is displayed on many sheets and reports. The field length is limited to eight alpha/numeric characters.
Description
A description of the operation.
Type
The type of operation being created.
Manufacturing - an operation used in production Service Call - an operation used for field service repairs Subcontract Operation
Select the Subcontract Operation check box if this is a subcontract operation. Once selected, the Primary Supplier field becomes available.
Text
Displays a list of standard text. The standard text selected for this operation is printed on the job traveler.
Buyer
If this is a subcontract operation, this field indicates the buyer responsible for this operation.
Engineering Setup
Analysis Code
An analysis code separates job costs in Project Analysis. This code allows the grouping of materials, operations, assemblies, and headers in order to compare costs across defined bill of material areas within selected jobs.
Primary Defaults
Primary Production Operation Detail The capability, resource, or resource group that will be used as the main item for production labor and burden costing purposes. Primary Setup Operation Detail The capability, resource, or resource group that will be used as the main item for setup labor and burden costing purposes. Primary Supplier The Primary Supplier for the Subcontract Operation.
Production Yield
These fields determine actions taken by the application in the event the operation results in over-production or under-production. Create Shop Warning Selecting the Create Shop Warningcheck box causes a pre-defined message to display when an operation results in over-production or under-production. A percentage tolerance for the shop warning is required in theVariance Under % field and/or the Variance Over % field. This allows the production quantity some leniency before the shop warning is generated. To use this setting, the Production Yield check box on the Job Entry - Header sheet must be selected for jobs that use this operation. Send Shop Warning Alert Selecting the Send Shop Warning Alert check box causes an email to be sent to members of the alert groups when an operation results in over-production or under-production. A percentage tolerance for the shop warning alert is required in theVariance Under % field and/or the Variance Over % field. This allows the production quantity some leniency before the shop warning alert is sent. To use this setting, the Production Yield check box on the Job Entry - Header sheet must be selected for jobs that use this operation. Recalculate Expected Yield Selecting the Recalculate Expected Yield check box allows the application to adjust the job production quantity of any job that uses this operation. The job production quantity will be adjusted only when an operation results in under-production. Therefore, this option has only the Recalculate Yield Under % field.
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Workshop - Create an Operation
Workshop - Create an Operation

Complete the steps below to create an operation. 1.
Navigate to the Operation program using the following path

Production Management / Engineering / Setup / Operation
2.
Create the Operation

2.1. 2.2. Click the New icon dropdown, and select New Operation. Enter the following information in the provided fields
Operation Description ASSMB Assemble Per Blueprint
3.
Add a New Resource Group Requirement

Multiple scheduling requirements can be added to an operation. A limit of two exists without the Advanced Planning and Scheduling module. 3.1. 3.2. Click the New icon dropdown, and select New Resource Group Requirement. Right-click in theResourceGrpID field, and select Open With > Resource Group Search to search for a scheduling group. Search for and select the Asm Green Crew. Click Save.
3.3. 3.4. 4.
Add Operation Text

This field displays a list of standard text. The standard text selected for this operation is printed on the job traveler. 4.1. 4.2. 4.3. Click the Detail sheet. Select Standard Oper. Text from the field. Click Save.
5.
Set up Production Yield Parameters

These fields determine the actions performed by the application when the operation quantity results in over-production or under-production. Three actions are available:
Create Shop Warning

Engineering Setup
Send Shop Warning Alert Recalculate Expected Yield

5.1. 5.2. 5.3. 5.4. 5.5. 5.6. 6. Select the Create Shop Warning check box. Enter 5 in the Variance Under % field. Enter 5 in the Variance Over % field. Select the Recalculate Expected Yield checkbox. Enter 10 in theRecalculate Yield Under % field. Click Save.
Select the Default Operation for the Asm Green Crew

When this Resource Group is added to a method of manufacture during Job Entry, Quote Entry, or in the Engineering Workbench, this operation is used to create the operation sequence. 6.1. 6.2. 6.3. 6.4. 6.5. Navigate to the Resource Group program. Confirm the Detail sheet for the Asm Green Crew is displayed. Click the Operation button. Search for and select the Assemble Per Blueprint operation. Click Save.
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Method of Manufacture
A Method of Manufacture (or Method) describes the process by which products are manufactured, and include both the Bill of Materials and Bill of Operations. Resource Groups and/or Resources become the Operation details within a Method. Two Operation Details can be defined on an Operation. If a company needs to schedule specific resources (such as machines, skills sets, and/or fixtures), an Operation can contain one or two Resources, one of which must be the Primary Scheduling Resource. Alternately, a resource group and/or resource can be added. The corresponding Resource Group record and/or Resource record must then reference an operation which is pulled in to define the operation sequence on the method. There are multiple approaches to the definition of resource groups, resources, operations, and methods each of them impacts scheduling, costing, engineering, and job management. The following section details some of the possibilities, although this does not represent a complete list of options.
Resource Groups - Where?
Resource Groups define Where an activity takes place, such as a grouping of similar Resources and/or physical locations within the facility. Their purpose is to define default scheduling and costing parameters for the group of resources or location.
Resources - What? or Who?
Resources are created within a Resource Group and record What or Who will be performing a specific activity. Resources can be created to define:
Physical pieces of equipment (e.g. shears, milling machines, punch presses) and/or Employees or skill sets (e.g. apprentice, skilled, cutter, setter) and/or Fixtures, tools, or gauges (e.g. specialized saws, jigs, pressure gauges) and/or Physical locations within the facility (e.g. assembly bench, milling area) Operations - How?
Operations define How each part is made . They are the sequence of steps required on a Method of Manufacture to make each part. An Operation can be defined as an inside operation for planned and actual labor or a subcontract operation to track the movement of parts associated with outside services.
Engineering Setup
Primary Scheduling Resource
A Primary Scheduling Resource is required on the Operation record. This can be either a Resource Group or Resource and must be defined as a Scheduling Resource on the Operation record. Both Resource Groups and Resources can be finitely or infinitely scheduled and contain labor and burden values for costing and estimating. If no labor and/or burden values are defined on a Resource, the values defined on the related Resource Group will be used. Scheduling and costing information defined at the Resource supersedes information defined at the Resource Group. Resource Group records and/or Resource records can reference an Operation which will default during the creation of a Method.
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Operation: Resource Group Specific
Operation: Resource Group Specific

In this example, there are three interchangeable shearing machines. A Shear Resource Group is created with three generic Resources within it. Because any of the machines can be used when the operation is performed, the Shear resource group is used on the Method of Manufacture. The labor and burden costs are defined on the resource group only and represent an average of the costs related to each.
Engineering Setup
Operation: Resource Specific

In this example, the shearing machines are not interchangeable. A Shear Resource Group is created with three uniquely identified Resources within it. Because we want to specifically define which machine can perform the operation, the 8 Shear is used on the MoM. Although labor and burden costs are defined on the Resource Group and Resource, the values defined on the resource selected on the MoM will be used for the job cost estimate.
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Operation: Multiple Resource Groups or Resources

In this example for a Milling operation, a specific machine and specific skill set are also required. However, instead of defining a single Resource Group with machine and skill set Resources related to it, two Resource Groups have been defined - Milling Machine with Resources for specific machines and Mill Work Force with Resources for specific skill sets. All the machine resources may be available 24 hours a day, seven days a week; therefore, they can be infinitely scheduled while the workforce may work a single shift and potentially scheduled finitely. Labor and burden costs are both defined on the workforce Resource Group, and burden only is defined on the machine Resource Group. The values for each will be accumulated to arrive at a total for the job cost estimate.
Engineering Setup

In this example, not only are the machines and skill sets defined in their own Resource Groups, but a Resource Group for Fixtures is defined as well. This Resource Group contains Resources for tools that may also need to be scheduled. The Method has three Operation Details defined; more than two Operation Details are allowed only if the Advanced Planning and Scheduling (APS) module is enabled.
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Part
Part
Production Management / Engineering / Setup / Part
The Part file contains information that includes:
General information such as part number, description, and search criteria Inventory information including unit of measure, non-stock status, and weight Purchasing information such as unit of measure and supplier Warehouse information including primary warehouse and bin, minimum, maximum, and safety stock
quantities
Sales Kit Parameters Part

Alpha/numeric characters that uniquely identifiy a part.
Part CS-87-4578 provides an example of a lot-controlledpart. Part SS-125 provides an example of a dimensionally-controlled part. Part DSS-1000 provides an example of a serial number-tracked part. Part DSS-1012 provides an example of a lot-controlled and serial number-controlled part. Part DSS-1800-K provides an example of a Sales Kit Description
Description of the part. Text entered in this field is used in the Where the Part Description Contains field on the Part Search window.
Search
The first eight characters of the Description field default in this field, but can be edited to reflect a customized search.
Type
Manufactured, Purchased, or Sales Kit - Indicates this part is typically purchased, manufactured, or sold as a sales kit and is used as a selection criterion on various reports and searches, including Part Search. Selecting a Type does not restrict the use, manufacture, or purchase of this part.
Group
The Product Group to which a part is assigned. A Product Group classifies groups of finished goods and provides the following general functions:
Categorizing what is sold Sorting reports by what is sold Directing revenue to the General Ledger
Engineering Setup
Class
The Part Class to which a part is assigned. A Part Class identifies various types of inventory parts and provides the following general functions:
Categorizing what is purchased Sorting reports by what is purchased Directing expenses to the General Ledger Run Out
Select the Run Out check box to indicate this part is being phased out. This selection is valuable if replacing a part with a new version, but the older part is still useful. A substitution will be made if a substitute is defined on the Substitutions sheet and enabled as the default. The application will not mix lots of the primary part and substitute part but will allow the manual mixing of lots.
Track Lots
Select if lot tracking is required.
Track Serial Numbers

Enable this checkbox if serial number tracking is required for this part. The S/N Format button will then become active for the user to define the serial number format.
Inventory U/M
Indicates the stocking unit of measure for this part. It defaults from the Company configuration but can be changed for each part as needed.
Non-Stock Item
The Non-Stock Item check box indicates whether a part is stocked or not stocked in inventory.
Non-Stock Item selected - Part not stocked. Non-Stock Item not selected - Part stocked.
Manufactured
Non-Stock Item selected - Part is not normally stocked. When a sales order creates a requirement,
it is listed in manufacturing suggestions then produced and shipped from the job. If a job requires this part, it is made as a subassembly to the parent job.
Non-Stock Item not selected - All parts will come from stock and controlled through minimum,
maximum, and safety stock settings. Purchased
Non-Stock Item selected - Part is not normally stocked. When a job creates a requirement, it is listed
in purchasing suggestions then purchased and received directly to the job.
maximum, and safety stock settings.
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Part
Sales Kit
Non-Stock Item selected - Sales Kit is not normally stocked. When a sales order creates a requirement,
it is listed in manufacturing suggestions then produced and shipped from the job.
maximum, and safety stock settings.
Purchasing U/M
Holds the unit of measure used to purchase the part. The two digit code entered will appear as the supplier's unit of measure on the PO. Its factor is the number between the stocking unit of measure and the purchasing unit of measure.
Purchasing Factor and Direction

The Purchasing Factor is the value the application uses to convert the purchased unit of measure to the inventory unit of measure, if they are different. The Direction field allows the "direction" of a factor to be defined. This defines how the Inventory Quantity is derived, either multiplying or dividing by the factor.
Selling U/M
This field indicates the unit of measure this part is sold in. The two digit code entered will appear on the invoice as the customer's unit of measure. Its factor is the number between the stocking unit of measure and the selling unit of measure.
Selling Factor and Direction

The Selling Factor is the value the application uses to convert the selling unit of measure to the inventory unit of measure, if they are different. The Direction field allows the "direction" of a factor to be defined. This defines how the Inventory Quantity is derived, either multiplying or dividing by the factor.
Sales Kit Parameters

The Sales Kit Parameters section is located in the Part Maintenance program on the Plants > Sales Kits sheet.
Allow Component Update

Indicates whether changes can be made to kit components during Sales Order Entry or Quote Entry.
Allow Parameter Changes

Prevents changes being made to the kit parameters during Sales Order Entry or Quote Entry.
Backflush Kit Components

Indicates if all kit components are automatically pulled from stock or individually pulled from stock when a kit is shipped.
Must Ship Kit Complete

Indicates whether all kit components are shipped together or separately.
Print Components on Pack Slip

Indicates whether kit components print as a separate line on the packing slip.
Print Components on Customer Documents

Indicates whether kit components print as a separate line on quotes, sales order acknowledgments, or invoices.
Engineering Setup
Price Type: Parent Pricing or Component Pricing

Determine if the price for this kit is rolled up from its components or rolled up from its own pricing.
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Part Class
Part Class
Production Management / Job Management / Setup / Part Class
Part Classes contain information about a group of parts. Although optional, a Part Class is important when inventory materials are classified for the purpose of reporting.
Part Class
This field holds an ID. Examples are RAW for raw material, BLD for building repairs, and OFC for office supplies.
Description
A description of the part class.
Buyer
The buyer responsible for this part class.
Inspection Required
Selecting the Inspection Required check box indicates inspection is necessary when receiving parts within this Part Class.
Negative Quantity Action

Select the action taken if transactions involving any part in this Part Class cause the on-hand quantity to become negative:
Warn - A warning message displays, but processing can continue. Stop - An error message displays, and processing cannot continue. None - No messages display.
Engineering Setup
Product Group
Production Management / Job Management / Setup / Product Group
Product Groups classify the different types of parts sold and are used for general ledger and sales analysis purposes. Product groups provide the following general functions:
Categorizing what is sold Sorting reports by what is sold Directing a revenue stream into the general ledger
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Engineering Process
There are five steps involved in the engineering process: 1. Create an ECO Group An ECO (Engineering Change Order) group is established to group part revisions together under the same heading (ECO Group ID). When a method is being created or maintained, it must be checked out to an ECO Group. Create Parts and Revisions The Engineering Workbench allows new parts to be created or existing parts to be revised. Check Out Parts On the Engineering Workbench, parts are checked out to an ECO group. The ECO group provides structure and control to the engineering process. Create a Method of Manufacture A method is built from the bottom up. For the workshops in this course, the Level 2 Subassembly (IBM-200-D) is created and attached to the Level 1 Subssembly (A-L111). To finalize the method, the Level 1 Subassembly (A-L111) is attached to the Level 0 Finished Good (A-000). Check In Parts Parts are approved and checked in. Once checked in, the part is available for use.
2. 3.
4.
5.
The following diagram describes the method created in the course workshops.
Engineering Process
Step 1 - Create an ECO Group

Production Management / Engineering / General Operations / Engineering Workbench
An Engineering Change Order (ECO) group is established to group part revisions, subassemblies, or members of a product group under a single heading (Group ID). For control purposes, a part must be checked out to an ECO group before a method of manufacture can be created or maintained.
Group ID
The unique identifier assigned to the ECO group. Existing ECO groups are searched for and selected here.
Description
A brief description of the ECO group. This field is useful when a longer, more descriptive label for the group is needed.
ECO
If using internal ECO numbers, the engineering change order number associated with this group is entered in this field.
Date Fields
Due dates, completion dates, and effective dates can be established for additional control.
Single User
When selected, allows for only one user at a time to work within an ECO Group.
Workflow Group
The Workflow Group assigned to this ECO group. This group establishes the default task set assigned to this ECO Group. This topic will be covered in a later workshop.
Task Set
When a Workflow Group is assigned the ECO Group, a task set must be selected for the group. The default task set assigned to the workflow group populates, but a different task set can be selected.
Check Out Allowed, Check In Allowed, Workflow Complete, and Current Stage Fields
Attributes of tasks and task sets.
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Workshop - Create an ECO Group
Workshop - Create an ECO Group

This workshop demonstrates the creation of an ECO Group (Engineering Change Order). This ECO Group will be used to engineer a new part consisting of: Level 0 multi-level non-stocked part Level 1 non-stocked subassembly Level 2 stocked subassembly This ECO Group will also be used to engineer a sales kit and its components. 1.
Navigate to the Engineering Workbench program using the following path

2.
Create a New ECO Group

2.1. 2.2. 2.3. 2.4. 2.5. Click the New icon. Enter XXX - New Parts (where XXX are your initials) in the Group ID field. Enter XXX - Part Engineering in the Description field. Accept all other defaults. Click Save.
Engineering Process
Step 2 - Create Parts and Revisions

Parts are created and engineered in the Engineering Workbench. If a part exists, it can pulled into the Engineering Workbench from the part file. A revision (represented by a number or letter) indicates a different method of manufacture for a single part. This allows operational or material variations at the part level without creating a new part. One part can have many revisions.
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Workshop - Create Parts and Revisions

1.
Create a New Part (A-000)

1.1. From the Actions menu, select Add Part The Part Maintenance program opens. This program will be used for the remainder of this workshop as three parts are created and revised. 1.2. 1.3. Click the New icon dropdown, and select New Part. Enter the following information on the Part sheet
A-000 Finished Good Manufactured Fabricated Parts Manufactured Components Select the check box
Part Description Type Group Class Non-Stock Item
1.4. 1.5. 2.
Add the Costing Lot Size

2.1. 2.2. 2.3. Select the Plants > Detail sheet. Enter 10 in the Costing Lot Size field. Click Save.
3.
Create a New Part Revision

3.1. 3.2. 3.3. Select the Revisions > Detail sheet. Click the New icon dropdown, and selectNew Part Revision. Enter the following information on the Revisions > Detail sheet
Rev Description Draw A Initial Design ABC - 234
3.4.
Accept all other defaults.

Engineering Process
3.5. 4.
Click Save.
Create a Subassembly Part (A-L111)

4.1. 4.2. Click the New icon dropdown, and select New Part. Enter the following information on the Part sheet
A-L111 Subassembly Level 1 Manufactured Fabricated Parts Manufactured Components Select the check box
Part Description Type Group Class Non-Stock Item
4.3. 4.4. 5.
Add the Costing Lot Size

5.1. 5.2. 5.3. Select the Plants > Detail sheet. Enter 10 in the Costing Lot Size field. Click Save.
6.
Create a New Part Revision

6.1. 6.2. 6.3. Select the Revisions > Detail sheet. Click the New icon dropdown, and selectNew Part Revision. Enter the following information on the Revisions > Detail sheet
Rev Description Draw A Initial Design ABC - 456
6.4. 6.5. 7.
Create a Sales Kit (SHLF-S60)

7.1. Click the New icon dropdown, and select New Part.
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7.2.
Part Description Type Group Class
Enter the following information on the Part sheet

SHLF-S60 Storage Shelf Sales Kit Fabricated Parts FG - Fabricated Parts Do not select (this is a stocked item)
Non-Stock Item
7.3. 7.4. 7.5. 7.6.
Accept all other defaults. Click Save. Select Plants > Sales Kit. Make the following selections
Backflush Kit Components Must Ship Kit Complete Print Components on Pack Slip Print Components on Customer Documents
7.7. 7.8. 8. In the Price Type field, selectComponent Pricing Click Save.
Create a New Part Revision for the Sales Kit

8.1. 8.2. 8.3. Select the Revisions sheet. Click the New icon dropdown, and select New Part Revision. Enter the following information on the Revisions sheet
Rev Description Draw T1 Initial Design KIT - 123
8.4. 8.5. 8.6.
Accept all other defaults. Click Save. Exit the Part Maintenance program and return to the Engineering Workbench.
Engineering Process
Step 3 - Check Out Parts

For control purposes, parts must be checked out to an ECO group in order to create, or make changes to, the method of manufacture.
48
Workshop - Check Out Parts
Workshop - Check Out Parts

Complete the steps below to check out parts in the Engineering Workbench program. 1.
Check Out a Part

1.1. 1.2. 1.3. 1.4. From the Actions menu, select Check Out Part. Search for and select part number A-L111. Confirm the Revision and ECO Group. Click the OK button. The part now appears in the tree view of the Engineering Workbench.
2.
Check Out Remaining Parts

2.1. 2.2. 2.3. Repeat the steps above to check out part A-000/Rev A. Repeat the steps above to check out part SHLF-S60/Rev T1. Confirm all three parts have been checked out by selecting Revision > List.
Engineering Process
Step 4 - Create the Method of Manufacture

Options to Build a Bill of Operation Add or change an operation with an attached resource group. Add or change a resource group with an attached operation. Add or change a resource group that contains multiple resources and an attached operation. Pull as Assembly
The Pull as Assembly selection indicates whether material is pulled from stock or manufactured as needed. This option is located on the Method of Manufacturing > Materials > Detail sheet on the Engineering Workbench. This option is available for manufactued parts only.
If Pull as Assembly is not selected, the material is pulled into the method, job, or quote as a single material
with no manufacturing details. This option is used if common subassemblies are kept in stock.
If Pull as Assembly is selected, the assembly record for the material is created on the method, job, or
quote. All manufacturing detail, including material and operations, becomes a part of the method.. This option is used if unique subassemblies are manufactured only when required by a job.
View as Assembly
TheView as Assembly selection indicates whether material required for a subassembly should be displayed on the bill of material. This option is located on the Method of Manufacturing > Materials > Detail sheet on the Engineering Workbench. This option is available for manufactued parts only.
If View as Assembly is not selected, the material required to make this part will not be displayed in the
parent part's bill of material.
If View as Assembly is selected, the material required to make this part will be displayed in the parent
part's bill of material.
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Workshop - Create a Method for a Subassembly (A-L111)

Complete the steps below to create a method of manufacture for subassembly A-L111. 1.
Load the Operations

1.1. 1.2. 1.3. From the Revision > List sheet, select part A-L111. Select Method of Manufacturing > Engineering > Operation Master. From the Actions menu selectAutoload Engineering Data > Load Operation Master Details.
2.
Add an Operation
2.1. In the Operation Code field, enter the letter M to filter the list. The list filters automatically once a letter is entered. 2.2. Click and hold the Operation labeled MILL (Mill Point to Point), then drag-and-drop the record on the Operations label in the Tree view. Select Opr: 10 OP: MILL. The Method of Manufacturing > Operations > Detail sheet displays. In the Setup Per Scheduling Block area, enter 1 in the Hours field. In the Production Per Scheduling Block area, enter 5 in the Prod Std field. Click Save.
2.3. 2.4. 2.5. 2.6. 3.
Add a Resource Group to the Operation

3.1. 3.2. 3.3. 3.4. SelectMethod of Manufacturing > Engineering > Resource Groups. From the Actions menu select Autoload Engineering Data > Load Resource Group Details. In the Tree view, expand the Operations to display the Resources level. Click and hold the ResourceGrpID labeled VM3, then drag-and-drop the record on the Resources label in the Tree view.
4.
Verify Labor and Burden Costs

4.1. 4.2. 4.3. In the Tree view, right-click part A-L111 and select View Costs. Write down the labor and burden costs displayed on the inside cover of the manual. Close the window.
Engineering Process
5.
Add a Subcontract Operation and Supplier

5.1. 5.2. Select Method of Manufacturing > Engineering > Operation Master. Click and hold the Operation labeled OSVPA (Outside Vendor Painting), then drag-and-drop the record on the Operations label in the Tree view.
A message displays indicating a subcontract operation is being added with no vendor information, click OK to continue. 5.3. 5.4. 5.5. 5.6. 5.7. 6. Select the Operations > Subcontract sheet. Enter 3 in theUnit Cost field. Enter 5 in the Days Out field. In the Supplier ID field, search for and select Rainbow Painting. Click Save.
Verify Subcontract Costs

6.1. 6.2. 6.3. In the Tree view, right-click part A-L111 and select View Costs. Write down the labor, burden, and subcontract costs displayed on the inside cover of the manual. Close the window.
7.
Add an Operation and Resource Group for the Final Assembly

7.1. 7.2. Select Method of Manufacturing > Engineering > Operation Master. Click and hold the Operation labeled ASSMB (Assemble Per Blueprint), then drag-and-drop the record on the Operations label in the Tree view. Select Opr: 30 OP: ASSMB. The Method of Manufacturing > Operations > Detail sheet displays. In the Setup Per Scheduling Block area, enter 1 in the Hours field. In the Production Per Scheduling Block area, enter 5 in the Prod Std field. Click Save.
7.3. 7.4. 7.5. 7.6. 8.
Verify Labor, Burden, and Subcontract Costs

8.1. 8.2. In the Tree view, right-click part A-L111 and select View Costs. Write down the labor, burden, and subcontract costs displayed on the inside cover of the manual.
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8.3. 9.
Close the window.
Add Materials
9.1. 9.2. 9.3. Select Method of Manufacturing > Engineering > Parts. From the Actions menu selectAutoload Engineering Data > Load Parts. Click and hold the Part labeled AS-048, then drag-and-drop the record on the MILL operation in the Tree view. Select 1032FW, then press and hold the Ctrl key while highlighting the following parts:
9.4.
1032KNUT 1032X100
9.5. Click and hold any highlighted Part, then drag-and-drop the records on the ASSMB operation in the Tree view.
10.
Add a Subassembly to A-L111

10.1. Click and hold the Part labeled IBM-200-D, then drag-and-drop the record on the ASSMB operation in the Tree view.
The Pull as Assembly check box is not selected on the Materaials > Detail sheet for part IBM-200-D. This indicates that the part is pulled from stock. 11.
Update the Quantity per Parent Amounts

11.1. Select each of the materials in the Tree view and update the Qty/Parent field as follows:
AS-048 1032FW 1032KNUT 1032X100 IBM-200-D
0.25 4 4 4 1
11.2. 12.
Click Save.
Verify the Material, Labor, Burden, and Subcontract Costs

12.1. 12.2. In the Tree view, right-click part A-L111 and select View Costs. Write down the costs displayed on the inside cover of the manual.
Engineering Process
12.3.
Close the window.
54
Workshop - Create a Method for a Finished Part (A-000)
Workshop - Create a Method for a Finished Part (A-000)

1.
Add an Operation
This workshop will use the Operations, Materials, and Resources that were loaded into the Engineering Workbench in the previous workshop. 1.1. 1.2. 1.3. From the Revision > List sheet, select part A-000. Select Method of Manufacturing > Engineering > Operation Master. Click and hold the Operation labeled ASSMB (Assemble Per Blueprint), then drag-and-drop the record on the Operations label in the Tree view. Select Method of Manufacturing > Operations > Detail. In the Production Per Scheduling Block area, enter 5 in the Prod Std field. Click save.
1.4. 1.5. 1.6. 2.
Verify Labor and Burden Costs

2.1. 2.2. 2.3. In the Tree view, right-click part A-000 and select View Costs. Write down the labor and burden costs displayed on the inside cover of the manual. Close the window.
3.
Add Materials
3.1. 3.2. Select Method of Manufacturing > Engineering >Parts. Click and hold the Part labeled 38FW, then drag-and-drop the record on the ASSMB operation in the Tree view. Select 38LN, then press and hold the Ctrl key while highlighting 38X075B. Click and hold either highlighted Part, then drag-and-drop the records on the ASSMB operation in the Tree view.
3.3. 3.4.
4.
Add a Subassembly to A-000

4.1. Click and hold the Part labeled A-L111, then drag-and-drop the record on the ASSMB operation in the Tree view.
Engineering Process
The Pull as Assembly check box is selected on the Materaials > Detail sheet for part A-L111. This indicates that the part is manufactured only when its parent (A-000) is manufactured. 5.

38FW 38LN 38X075B A-L111
4 4 4 1
5.2. 6.
Click Save.
Verify the Material, Labor, Burden, and Subcontract Costs

6.1. 6.2. 6.3. In the Tree view, right-click part A-000 and select View Costs. Write down the costs displayed on the inside cover of the manual. Close the window.
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Workshop - Create a Method for a Sales Kit (SHLF-S60)
Workshop - Create a Method for a Sales Kit (SHLF-S60)

1.
Add Kit Components
This workshop will use the Materials that were loaded into the Engineering Workbench in the previous workshop. 1.1. 1.2. 1.3. 1.4. From the Revision > List sheet, select part SHLF-S60. Select Method of Manufacturing > Engineering >Parts. Enter SH in the Part field to search for part SH-SHELF-18G-36. Click and hold the Part labeled SH-SHELF-18G-36, then drag-and-drop the record on the Materials label in the Tree view. Select SH-BKPNL-36, then press and hold the Ctrl key while highlighting the following parts:
1.5.
SH-BSST-36 SH-HRDWPACK-18 SH-LABEL-36 SH-REINFORCE-36 SH-SIDEBR-18 SH-SIDEPNL-18

1.6. Click and hold any highlighted Part, then drag-and-drop the records on the Materials label in the Tree view.
2.

5 1 1 1 12 2 8 2
SH-SHELF-18G-36 SH-BKPNL-36 SH-BSST-36 SH-HRDWPACK-18 SH-LABEL-36 SH-REINFORCE-36 SH-SIDEBR-18 SH-SIDEPNL-18
Engineering Process
2.2.
Click Save.
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Step 5 - Check In Parts
Step 5 - Check In Parts

The final steps in the Engineering Process are to Approve and Check In the parts. Parts can be approved and checked in either individually or as a group.
Engineering Process
Workshop - Check In Parts

1.
Approve and Check In an Individual Part

1.1. 1.2. 1.3. From the Revision > Listsheet, select SHLF-S60. Select the Detail sheet. Select the Not Approved check box. The indicator changes to Approved. 1.4. 1.5. From the Actions menu, select Revision > Check In. Click OK on the confirmation windows.
2.
Approve and Check In a Group of Parts

This process can take place from any sheet on the Engineering Workbench. 2.1. 2.2. 2.3. 2.4. 2.5. From the Actions menu, select Group > Approve All. Click Yes and OK on the confirmation windows. From the Actions menu, select Group > Check In All. Enter a description of changes to this method and click OK. Click OK on the confirmation window.
60
Once the Engineering Process has been completed, functionality exists to maintain, analyze, and build efficiencies. This functionality includes revising or creating alternate methods, determining an engineering workflow, and analyzing part cost changes associated with engineering.
Express Part Check Out

Production Management / Engineering / General Operations / Express Part Checkout
This program quickly checks out a part revision, creates a new ECO group based on your User ID, and launches the Engineering Workbench.
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Workshop - Express Part Check Out
Workshop - Express Part Check Out

1.
Navigate to the Express Part Check Out program using the following path
2.
Check Out a Part

2.1. 2.2. Search for and select part number IBM-200-D. Click the Checkout button. The part now appears in the tree view of the Engineering Workbench.
Create a Revised Method

Methods can be updated to reflect changes to any material or operation. These changes are saved as a revision, allowing the use of slightly different methods in the manufacture of the same part.
64
Workshop - Create a Revised Method
Workshop - Create a Revised Method

The Engineering Department has determined that material AS-048 (used in the manufacture of part A-L111) must be replaced because of warping. A revision to the method is created using part AS-063 as the replacement part. 1.

2.
Create New Revision and Check Out to Engineering Workbench

2.1. 2.2. 2.3. 2.4. 2.5. 2.6. Search for and select the ECO Group created in the previous workshop. From the Actions menu, select Revision > New Revision. Enter A-L111 in the Part field and press the Tab key. Enter B in the Rev field. Enter New Rev in the Description field. Click OK. PartA-L111 Revision B has been created and checked out.
3.
Use Manufacturing Details from A-L111 Revision A

3.1. 3.2. 3.3. From the Actions menu, select Revision > Get Details > Get From Methods/Jobs/Quotes. Select Revision A. Click OK. The method of manufacture for Revision A displays in the Tree view.
4.
Modify the Material

4.1. 4.2. 4.3. 4.4. In the Tree view, right-click on part A-L111 and select Tree > Expand Tree. Select the material sequence for part AS-048 to view the part details. Enter AS-063 in the Part field on the Detail sheet. Click Save.
5.
Approve and Check In Revision B

5.1. 5.2. Select the Revision > Detail sheet. Select the Not Approved check box. The indicator changes to Approved. 5.3. 5.4. From the Actions menu, select Revision > Check In. Click OK on the confirmation windows.
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Create and Alternate Method
Create and Alternate Method

Alternate methods can be used to predefine multiple BOM structures for the same part with different material or component substitutions. In a multi-plant environment, methods at the plant level help in making a choice about where to build a part using plant-specific materials and methods.
Workshop - Create an Alternate Method

Part number ML-1698-A36CS is powder coated by the manufacturer. The internal resource that performs this operation is overloaded for the next six weeks, causing delivery delays for sales orders. To meet delivery dates, an alternate method using an outside vendor for this operation is created. 1.

2.
Create a New Alternate Method for a Revision

2.1. 2.2. 2.3. 2.4. 2.5. 2.6. 2.7. 2.8. 2.9. 2.10. 2.11. Search for and select the ECO Group created in the previous workshop. From the Actions menu, select Revision > New Alternate Method. Search for and select ML-1698-A36CS in the Part field. Select D in the Rev field. Enter 1 in the Alt Method field. Enter Vendor Paint in the Alt Method Description field. Enter Painting sent to outside vendor in the Revision Comments field. Click OK. Click OK to verify all revisions are checked out. Enable the Use Alternative Method for Parts checkbox. Click Save.
3.
Modify an Operation
3.1. 3.2. 3.3. 3.4. 3.5. From the Tree view, right-click on part ML-1698-A36CS and select Tree > Expand Tree. Delete the Opr: 50 OP: PTP Powder Paint operation in the Tree view. Select Method of Manufacturing > Engineering > Operation Master. Click the Operation button, then search for and select the Outside Vendor Paint OSVPA operation. Click and hold the Operation labeled OSVPA, then drag-and-drop the record on the Opr: 60 OP: ASSEM operation in the Tree view. Confirm the newly created Opr: 50 OP: OSVPA. Select the Subcontract sheet.
3.6.
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Workshop - Create an Alternate Method
3.7. 3.8. 3.9. 3.10. 3.11. 4.
Select the OSVPA operation in the Tree view. Enter 0.17 in the Unit Cost field. Enter 5 in the Days Out field. From the Supplier ID field, search for and select Rainbow Painting. Click Save.
Approve and Check In the Alternate Method

Both the existing method and alternate methods must be approved and checked in. 4.1. 4.2. 4.3. 4.4. 4.5. From the Actions menu, select Group > Approve All. Click Yes and OK on the confirmation windows. From the Actions menu, select Group > Check In All. Enter a description of changes to this method and click OK. Click OK on the confirmation windows.
Compare Revisions
Production Management / Engineering / General Operations / Revision Compare
A method of manufacture for a single part can be created in the quote, job, or engineering programs. Because different methods for a single part can be created in each of these programs, the Revision Compare program compares the methods between the programs.
70
Workshop - Compare Revisions
Workshop - Compare Revisions

This workshop compares Revision A and Revision B of part A-L111. 1.
Navigate to the Revision Compare program using the following path

Production Management / Engineering / General Operations / Revision Compare
2.
Set the 'From' Parameters

2.1. 2.2. 2.3. In the From Parameters section, select Parameters > Part. In thePart/Rev field, search for and select part A-L111, then press the Tab key. Select Revision A.
3.
Set the 'To' Parameters

3.1. 3.2. 3.3. 3.4. 3.5. In the To Parameters section, select the Part sheet. In the Part/Rev field, search for and select part A-L111, then press the Tab key. Select Revision B. Click the Compare button. Select the Material or Routing sheets to display changes between the revisions.
Phantom Part/Method
A Phantom Part represents a part that is manufactured but not stocked. When a Phantom Part is added to a method of manufacture, its operations and materials (its method) are moved up one level in the end item's method. The Phantom Part's method no longer displays and its materials and operations are listed on the next highest level. A part cannot be classified as a Phantom if it is:
Purchased Stocked Lot Tracked Dimensionally Tracked Serial Number Tracked
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Workshop - Applying a Phantom Part/Method
Workshop - Applying a Phantom Part/Method

1.
Navigate to the Part Tracker program using the following path

Production Management / Engineering / General Operations / Part Tracker
2.
View an Existing Phantom Part

2.1. 2.2. 2.3. 2.4. From the Part field, search for and select EAD-400-BLK. Select the Revisions > List sheet. and right click the Revision ID; choose Method Tracker. Right-click on the Rev field and select Open With > Method Tracker. In the Tree view, expand Materials and its sublevels to review the phantoms. The method for EAD-400-BLK contains two phantom parts:
EAD-Phantom HDK100
2.5. 3. Exit Method Tracker and Part Tracker.
Navigate to the Job Entry program using the following path

Production Management / Job Management / General Operations / Job Entry
4.
Create a New Job

4.1. 4.2. 4.3. 4.4. 4.5. 4.6. 4.7. 4.8. 4.9. Click the New icon dropdown and select New Job. In the New Job Number window, click Next Job and OK to accept the next job number. Search for and select EAD-400-BLK in the Part field. In the Req By field, enter a date two weeks from today. Click the New icon dropdown and select New Demand Link > Make To Stock. On the Make to Stocksheet, enter 100 in the Quantity field. Click Save. From the Actions menu, select Job > Get Details. Select Rev A and click OK.
4.10.
Select the Released check box. The Engineered checkbox is automatically enabled.
4.11.
Click Save.
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Engineering Workflow
Engineering Workflow
The system provides the ability to create an engineering workflow for tracking purposes. It is possible to attach a workflow (a set of tasks) to an ECO group to track the progress of the ECO and assign tasks to people. This can be mandatory or optional. There may be as many tasks assigned to the task set as necessary to track the ECO, and these tasks will appear in the task lists of multiple users informing them of what they need to do. The following diagram illustrates how a task set, or workflow, would work if attached to an ECO group. The first activity will be to initiate the ECO request which will create a new ECO group and create the workflow. The task set may contain some or all of the following tasks with the tasked individual or roles indicated:
Each task will appear in the task list of the indicated user or role with a scheduled due date. Once the user has completed the task, the next task will be released to its respective user. In this way, users can track the progress of an ECO and identify any bottleneck activities that need to be addressed. In addition, users can add tasks to the task set at any time, if it is necessary to repeat a step (such as an additional review).
Workshop - Create the Workflow Task Set

1.

Production Management / Engineering / Setup
2.
Create New Task Set

2.1. 2.2. 2.3. Open the Task Set program. Click the New icon menu, and select New Task Set. Enter the following information:
Set ID Description Type
DSS DSS - Quick Approval ECO
2.4. 3.
Click Save.
Add Milestones
3.1. 3.2. 3.3. 3.4. Click the New icon menu, and select New Milestone. On the Milestones > Detail sheet, enter the information from the Sequence 10 chart below. Click Save. Repeat the above steps for Sequence 90 and Sequence 120. Sequence 10
Seq Task Current Stage Days to Complete First Milestone Check Out Allowed Check In Allowed Workflow Complete Allowed
10 ECO Request Review ECO Request 3 selected selected cleared cleared
Sequence 90
76 Vantage/Vista Release 8.03.406
Workshop - Create the Workflow Task Set
Seq Task Current Stage Days to Complete First Milestone Check Out Allowed Check In Allowed Workflow Complete Allowed
90 Approve ECO Certification / Approval 3 cleared cleared cleared cleared
Sequence 120
Seq Task Current Stage Days to Complete First Milestone Check Out Allowed Check In Allowed Workflow Complete Allowed 120 ECO Complete Complete 3 cleared cleared selected cleared
4.
Create Next Milestones

Once Milestones have been created, they are joined in a hierarchical sequence by creating Next Milestones. For example: In this workshop, Sequence 10 must be completed before Sequence 90, and Sequence 90 must be completed before Sequence 120. 4.1. 4.2. 4.3. 4.4. 4.5. 4.6. On the Tree view, select ECO Request Review. Click the New icon menu, and select New Next Milestone. On the Next Milestones > Detail sheet, select Approve ECO in the Next Milestone field. On the Tree view, select Approve ECO and select ECO Complete in the Next Milestone field. Click Save. Close the Task Set program.
5.
Create a New Workflow Group

5.1. Open the Workflow Group program.
5.2. 5.3. 5.4.
Select ECO in the Workflow Type field. Click the New icon menu, and select New Workflow Group. Enter the following information:
Workflow Group Description Default Task Set
DSS DSS Engineering Group DSS - Quick Approval
5.5.
Click Save.
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Workshop - Create the Workflow

1.

2.
Create a New ECO Group

2.1. Click the New icon and enter the following information:
Group ID Description Workflow Group Task Set
SAT Satellite Group DSS Engineering Group DSS - Quick Approval
2.2. 3.
Click Save.
Create a New Revision

3.1. 3.2. 3.3. From the Actions menu, selectRevision > New Revision. Search for and select part DSS-1500. Enter the following information:
Rev Description
A Improved Design
3.4. 4.
Click OK.
Create the Method of Manufacturing

4.1. Right-click the part number (DSS - 1500) on the Tree view, then select Get Details > Get From Method/Jobs/Quotes. Select the blank Revision line. Click OK. Click Save. Close the Engineering Workbench.
4.2. 4.3. 4.4. 4.5.
5.
Complete the ECO Group Tasks

In the Engineering Workflow process, tasks are assigned to individuals. Once a task is marked as complete, the next task becomes available for completion. This hierarchy was set up in the Create Next Milestones step in the previous workshop. For the purpose of this workshop, we are logged in as the System Manager and will be completing the milestones on behalf of Aaron Christiansen who is the engineering manager in charge of the ECO Coordinators. That being the case, his user ID is associated with his employees workforce records under authorized users. 5.1. 5.2. 5.3. On the main menu, select Options > Change User ID. Click OK. Log On as Aaron Christiansen.
User ID Password
aaron aaron
5.4.

6.
Complete Tasks
6.1. 6.2. 6.3. 6.4. 6.5. 6.6. 6.7. 6.8. In the Group ID field, enter SAT, then press the Tab key. Select the Tasks > Tree sheet. Select ECO Request Review on the Task Tree view. Select the Maintenance sheet. Select the Complete check box. In the Assigned To field. Select Aaron Christiansen. Click the Update button. Select the Tree sheet. A green check mark appears on the Tasks > Tree sheet. 6.9. 6.10. Repeat the process to complete the remaining tasks (Approve ECO and ECO Complete). Click Save.
7.
Approve and Check In the Revised Part

7.1. From the Revision > Listsheet, select SHLF-S60.
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7.2. 7.3.
Select the Detail sheet. Select the Not Approved check box. The indicator changes to Approved.
7.4. 7.5.
From the Actions menu, select Revision > Check In. Click OK on the confirmation windows.
Cost Rollup and Cost Methods

Production Management / Engineering / General Operations / Costing Workbench
Cost Rollup
The Costing Workbench creates a cost for a part by rolling up the costs for material, labor, burden, and other costs from the part's method of manufacture. The application requires the creation of a group to hold the parts, operations, and resources. This allows for the roll-up and posting of the group when updating the part costs.
Cost Methods
Cost Methods are used for inventory valuation and to determine when the item unit cost is required in a transaction. The default Cost Method set in the Company maintenance program displays when a new part is created. However, the value can be overridden. A part's Cost Method may be changed only when the on-hand quantity balance falls to zero. The Cost Method cannot be changed on a part if the on-hand quantity has a positive or negative value. The actual cost of the item may be changed at any time using the Cost Adjustment option. Average The weighted average cost of an item in inventory. The costs are updated automatically when items are received to inventory. Last The last receipt to inventory updates the unit cost. Standard All issues from, and receipts to, inventory are performed at the same cost. Any purchasing or manufacturing variances from this cost are captured by the appropriate general ledger (G/L) accounts. Lot Segregates the unit costs by purchased or manufactured lot. The overall inventory value for a specific item is the average of all lots.
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Workshop - Perform a Cost Rollup

1.
Navigate to the Costing Workbench program using the following path

Production Management / Engineering / General Operations / Costing Workbench
2.
Create a New Costing Group

2.1. 2.2. Click the New icon. Enter the following information:
Group Description Proposed Posting Date Copy from Plant Cost ID XXX (your initials) Cost Rollup Today's Date Update Default
2.3. 3.
Click Save.
Load Cost Details

3.1. 3.2. 3.3. 3.4. 3.5. From the Actions menu, select Load Cost Details. Accept the defaults on the Load Cost Details > Selection. Select the Filter > Part sheet, then search for and select part A-000. Click the Process icon. Close the Load Cost Details screen. This process retrieves all details associated with this top level part, including all related purchased and manufactured parts and all labor and burden rates.
4.
Verify the Costs

You can take the users to the Cost Adjustment screen or anywhere that shows the cost buckets for the part prior to doing the Cost Rollup, but this is not required. 4.1. 4.2. Select the Cost > Manufactured Parts sheet. Click the Search button, then search for and select part A-000.
5.
Perform the Cost Rollup

5.1. 5.2. From the Actions menu, select Rollup. Accept all defaults, then click the Process icon. A Filter is not required because all subassembly parts and other details were selected via the Load Cost Detail process. 5.3. Close the Cost Rollup screen.
6.
Verify the Costs

6.1. 6.2. 6.3. Select the Cost > Manufactured Parts sheet. Click Refresh. Click the Search button, then search for and select all parts. The rolled up costs display.
7.
Print the Cost Set Group

7.1. 7.2. 7.3. From the Actions menu, selectPrint Cost Set Group. Click the Print Preview icon to preview the cost group values. Close the report.
8.
Post the Group

8.1. 8.2. 8.3. 8.4. From the Actions menu select Post. In the the Reason field. select Cost Manufacturing Variance. Accept all other defaults provided. Click the Process icon. 8.4.1. Navigate to the System Monitor using the following path
System Management / Utilities / System Monitor
8.4.2.
Select the History Tasks sheet. Note the Posting process for the Costing Workbench Post has completed.
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9.
Delete the Group

9.1. 9.2. On the Costing Workbench, select the Group in the Tree view. Click the Delete icon.
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Mass Replace and Delete

Mass Operation Replace
Production Management / Engineering / General Operations / Mass Operation Replace
This program is used to replace all occurrences of an operation in all methods. A revision change log entry is created for all parts affected.
Mass Part Replace/Delete

Production Management / Engineering / General Operations / Mass Part Replace/Delete
This program is used to replace or delete all occurrences of a part in all methods. A revision change log entry is created for all parts affected.
Mass Resource Group Replace

Production Management / Engineering / General Operations / Mass Resource Group Replace
This program is used to replace all occurrences of a resource group in all methods. A revision change log entry is created for all parts affected.
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Reports and Trackers

Availability
Production Management / Engineering / Reports / Availability
This report shows whether material is in stock for a specific part or parts which the user has entered. It can be run to:
Show exceptions only Print substitutes A specific production quantity BOM Cost
Production Management / Engineering / Reports / BOM Cost
This report is used to view the costs for a part or to compare costs between two revisions. Its features are:
Can be run by:

A specific part or group of parts Product groups
Can be formatted by:

End part only Single level Indented level Cost comparison
BOM Listing
Production Management / Engineering / Reports / BOM Listing
This report lists the material on a method. Its features are:
Can be run by:

Part/revision Production quantity Effective date
Formatted by single level or indented level Comments can be optionally printed Summarized BOM
Production Management / Engineering / Reports / Summarized BOM
This report provides a printed copy of the summarized bill of material.
Where Used
Production Management / Engineering / Reports / Where Used
This report shows where each part is used in a BOM.
Job Tracker
Production Management / Job Management / General Options / Job Tracker
Job Tracker is used to view all information about a job. Job Tracker is an invaluable management tool. It provides tracking for all job-related material such as:
Material issued to a job When material was issued and how much Material still needed on a job Material ordered directly to a job
It also provides information on operations such as:
Has an operation been started? Is it completed? Who worked on it? How many have been produced? Part Tracker
Production Management / Engineering / General Options / Part Tracker
The Part Tracker is a very useful tool to view part information (such as related costs for engineering purposes) in one report.
Method Tracker
This report is accessed through Part Tracker and is used to review a part's method and structure. A method and its details can be viewed without being checked out to the Engineering Workbench.
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Workshop - Job Tracker
Workshop - Job Tracker

1.
Navigate to the Job Tracker program using the following path

Production Management / Job Management / General Options / Job Tracker
2.
Select a Job
2.1. 2.2. 2.3. 2.4. Click the Job button to display the Job Search window. In the Job Status field, select Closed. Click the Search button. Select Job Number 000146-1-1.
3.
Evaluate the Materials

3.1. 3.2. 3.3. Expand the Tree view and select a material. Select the Job Details > Materials > Material Transactions sheet. Click the Retrieve button to populate the transactions.
4.
Evaluate the Operations

4.1. 4.2. 4.3. From the Tree view, select an operation. Select the Job Details > Operations > Labor Transactions sheet. Click the Retrieve button to populate the transactions.
Workshop - Part Tracker

1.
Navigate to the Part Tracker program using the following path

2.
Select a Purchsed Part

2.1. 2.2. 2.3. 2.4. Click the Part button to display the Part Search window. In the Part Type field, select Purchased. Click the Search button. Select Part Number 1032KNUT.
3.
Select a Manufactured Part

3.1. 3.2. 3.3. 3.4. Click the Part button to display the Part Search window. In the Part Type field, select Manufactured. Click the Search button. Select Part Number DCD-200-ML.
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Workshop - Method Tracker
Workshop - Method Tracker

1.
Navigate to the Method Tracker program using the following path

2.
Select a Manufactured Part

2.1. 2.2. 2.3. 2.4. 2.5. 2.6. Click the Part button to display the Part Search window. In the Part Type field, select Manufactured. Click the Search button. Select Part Number DCD-200-ML. Select the Revisions sheet. Right-click in the Rev A field, then select Open With > Method Tracker.
3.
Evaluate the Method of Manufacture

3.1. 3.2. 3.3. Expand Operations in the Tree view. Select an operation. The Operations > Detail sheet displays.
4.
Select a Sales Kit

4.1. 4.2. 4.3. 4.4. 4.5. 4.6. Click the Part button to display the Part Search window. In the Part Type field, select Sales Kit. Click the Search button. Select Part Number SHLF-C100. Select the Revisions sheet. Right-click in the Rev field, then select Open With > Method Tracker.
5.
Evaluate the Sales Kit

5.1. 5.2. Expand Material in the Tree view. Select a material.
5.3.
The Materials > Detail sheet displays.
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Conclusion
Congratulations! You have completed the Engineering course. Please take a moment to let Epicor know how to serve you better by completing the evaluation at: www.keysurvey.com/survey/191084/2e21/ Your feedback provides the guidelines for the future direction of Epicor education. For additional class offerings and registration, check out Epicor Learning.
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Engineering Student Manual

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Global business solutions for your expanding enterprise.

Engineering Student Manual iii

Mass Replace and Delete Reports and Trackers 89

Workshop - Job Tracker 91 Workshop - Part Tracker 92 Workshop - Method Tracker 93

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Engineering Student Manual

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Required Course: Navigation

Required Course: System Flow

Required Course: Methods of Manufacturing

Recommended Course: Parts

Recommended Course: Manufacturing Foundations

Engineering Student Manual

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Engineering Student Manual

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Engineering Student Manual

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Engineering Student Manual

Where Does Engineering Occur?

Quote Entry Job Entry Engineering Workbench

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Engineering Student Manual 11

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Engineering Student Manual 13

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Machining Department Shipping Department Assembly Department Job Department Maintenance

ASSEMBLE MACHINE PAINTING

Engineering Student Manual 15

Costing Burden Rates and Quoting Burden Rates

Costing Labor Rates and Quoting Labor Rates

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Operation 1: Actual labor to produce one piece = 4 hours

Operation 2: Actual labor to produce one piece = 2 hours

Standard Standard represents the default standard format.

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Workshop - Create a Resource Group

Navigate to the Resource Group program using the following path

Add a New Resource Group

Enter Costing Burden Rates

Enter Quoting Burden Rates

Enter Costing Labor Rates

Enter Quoting Labor Rates

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Workshop - Create a Resource Group

Remain in the Detail sheet in preparation for the next workshop.

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Costing Burden Rates and Quoting Burden Rates

Costing Labor Rates and Quoting Labor Rates

Use Resource Group Values

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Engineering Student Manual 23

Workshop - Create a Resource

ASMYG Assembly Green Crew

Accept all other defaults. Click Save.

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Drill Bend Cut

Engineering Student Manual 25

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Workshop - Create an Operation

Workshop - Create an Operation