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9.6 Enhancements Training Session #1

9.6 Enhancements Training Session #1. Enhancements to Review. COP .Net lookups (Bug ID 1899) .Net Estimating Workbench (Bug ID 1897) Job # expansion and the Job # / COP # integration function (Bug ID 1894) Web Quotation interface Shop Floor “Real-Time” backflush / post (Bug ID 1983).

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9.6 Enhancements Training Session #1

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  1. 9.6 EnhancementsTraining Session #1

  2. Enhancements to Review • COP .Netlookups (Bug ID 1899) • .Net Estimating Workbench (Bug ID 1897) • Job # expansion and the Job # / COP # integration function (Bug ID 1894) • Web Quotation interface • Shop Floor “Real-Time” backflush / post (Bug ID 1983)

  3. COP .Net LookupsBug ID 1899

  4. COP .Net Lookups • Call .Net search forms from dibol COP functions • Incorporated into Order, Shipping, Invoice Maintenance • Searches • Orders • Customer Sold To /Bill To • Customer Ship To • Items

  5. .Net Estimating WorkbenchBug ID 1897

  6. .Net Estimating Workbench • Front end to dibol maintenance • Similar to COP, PO, SO • Added to Quotations • Part of Web Quotations for inquiry purposes • Incorporates “in-context” opening of dibol Estimating Maintenance • All “buttons” open associated dibol function

  7. .Net Estimating Workbench New Estimating Search • Replicate of existing Estimating search in Quotations

  8. .Net Estimating Workbench New Estimating Search

  9. .Net Estimating Workbench Estimating Header • Hyperlinked fields • Functions • Freeze/Unfreeze • Copy from Bill of Material • Copy from Standard Routing • Copy from Shop Floor • Copy from Another Estimate

  10. .Net Estimating Workbench Estimating Header

  11. .Net Estimating Workbench Worksheet - Tab • Quantity Breaks • Notes • Documents • .Net Insert/Delete • Materials • Item Planning • NEW – Available to Promise • Operations • All hyperlinked

  12. .Net Estimating Workbench Worksheet – Tab

  13. .Net Estimating Workbench Quantity Break Tab • Icon access to • Add • Delete • Right click access to • Edit (double click as well) • Delete

  14. .Net Estimating Workbench Quantity Break Tab

  15. .Net Estimating Workbench Note Tab • Drill down to Dibol Maintenance (not .NetTCM_Notes) • Icon access to • Add • Delete • Right click access to • Edit (double click as well) • Delete

  16. .Net Estimating Workbench Note Tab

  17. .Net Estimating Workbench Material Tab • Drill down to Dibol Maintenance • Icon access to • Add • Delete • Right click access to • Item Planning • Available to Promise • Material Maintenance • Hyperlink to Tied Estimate

  18. .Net Estimating Workbench Material Tab

  19. .Net Estimating Workbench Operation Tab • Drill down to Dibol Maintenance • Icon access to • Add • Delete

  20. .Net Estimating Workbench Operation Tab

  21. .Net Estimating Workbench Option Tab • View option selection • Delete options (reselect on copy of BOM or Route)

  22. .Net Estimating Workbench Document Tab • .Net Maintenance • Add/Delete Icon • Right click access • Open document • Maintain document • Hyperlink open of document

  23. .Net Estimating Workbench Document Tab

  24. .Net Estimating Workbench Component Estimates Tab • Look down the bill of estimates • Open .Net Estimate Workbench

  25. .Net Estimating Workbench Quote Tab • Shows tied Quotes • Open Quote Revision Maintenance

  26. Job Number ExpansionBug ID 1894

  27. Job Number Enhancements • Expand Job Number to 9 characters • Copy COP number to Shop Order/Job number • Implementation Considerations • Questions

  28. Expand Job Number • Job Number expanded to 9 characters to match shop order number • All tables updated • All screens changed • All reports changed

  29. Expand Job Number • Field changed across system • COP > Order Review < Shop Floor > Job Cost > General Ledger • Purchase > Accounts Payable > Job Cost > General Ledger • Other Modules • MRP • L&W • EDI • Equipment Maintenance • Estimating • List attached

  30. COP Number to Shop Order/Job • New COP Parameter • Two Options • Set SO/Job # to COP Order Number or • Set SO/Job # to COP Order & Line Number • If set to None no change from V9.5 • Common request for Make To Order Clients • Only able to do because of the expansion of the Job field

  31. COP Number to Shop Order/Job • Set SO/Job # to COP Order number • Locks out Job number on COP Header • Assigned to order number • No restrictions on line numbers

  32. COP Number to Shop Order/Job • Set SO/Job # to COP Order number • All lines sent to Shop have same Job number • Shop orders assigned with “Next” Suffix checked in Order Review

  33. COP Number to Shop Order/Job • Set SO/Job # to COP Order & Line Number • Must select Order Number structure • Number of digits limited for Order and Line numbers • Limited to 8 digits total (4/4, 5/3, 6/2, 7/1) • 9th digit reserved of SO/Job number prefix (Defaults to “C”) • E.g. Parameter setting below would create SO/Job of PCCCCCCLL where P is the prefix, CCCCCC is the order number and LL is the line number:

  34. COP Number to Shop Order/Job • Set SO/Job # to COP Order & Line Number • Order number odometer will roll back to 1 based on number of digits set for Order number • If enter too many lines will get warning • Limit only enforced for Non-stocked, Manufactured Parts

  35. COP Number to Shop Order/Job • Set SO/Job # to COP Order & Line Number • Rule enforced if change SFC/RQ to “Sel to Copy” and part is manufactured:

  36. COP Number to Shop Order/Job • Set SO/Job # to COP Order & Line Number • All lines sent will have unique SO/Job # number • “Next” Suffix NOT checked in Order Review • If shop/job number to be assigned breaks COP Parameter rules then shop order number is left blank (and will error out)

  37. COP Number to Shop Order/Job • Customer Order Interfaces • eCommerce, eBiz and EDI updated to report rule exceptions: • Header – “COP Order header number is outside the auto job number parameter rules.” • Line – “COP Order Line number is outside the auto job number parameter rules and item is non-stock and manufactured” • Every attempt is made to create order even with errors

  38. Implementation Considerations • If setting parameter to SO/Job # to COP Order & Line Number • Query existing shop orders and jobs to see if there are any current number overlaps • Review order volume to see if order number of digits is too limiting • Review maximum number of lines to see if line number of digits is too limiting • Review order review parameters • Develop procedure for exceptions to order numbering rules.

  39. COP Number to Shop Order/Job • Set SO/Job # to COP Order & Line Number • Will want to set order review parameter to “manually” assign shop order number so this can be maintained • Order sources 20 and 30

  40. Web QuotationsBug ID

  41. Web Quotations • http://wwsrv2012:92/TCMPortal/Account/Login.aspx • Written in ASP.Net • Full Blown Application except • No drill down to dibol functions • Can create COP order but not edit) • 9.6 Search form only “Equal” on release • No Available to Promise (new in 9.6 Quotations) • Email of Quote replaced by Export to PDF

  42. Web Quotations • Slight differences • Qty break maintenance is a pop up • Other notes • Valid in IE, Chrome, Firefox, Safari (not yet tested) • Will publish minimum requirements with Software/Hardware

  43. Web Quotations • Search Form

  44. Shop Floor “Real-Time” backflushBug ID 1983

  45. Shop Floor “Real-Time” backflush • The SF posting will no longer have a second pass.  The generation of auto-issue and auto-close transactions are now done via UPDLB when the shop order is updated. • The UPDLB subroutine is called from Shop Floor, Data Collection, and eProduction (not eProduction Lite) when writing a shop floor transaction.  The Shop Floor transactions can be for SHPTRX, SHPEX1, DCSFTX, or SF_SQL_SHPTRX files.

  46. Shop Floor “Real-Time” backflush • The changes to UPDLB are: • Determine which file we are working with (based on calling routine). • Update the S/O for the originaltrx. • Generate Release trx for Blanket trx (labor trx only). • Generate cell trx for post-to-cell operations. • Generate auto-issue trx for countpoint operations. • Generate auto-close trx for “Y” countpoint operation.

  47. Shop Floor “Real-Time” backflush • Changes to UPDLB continued: • Process operation trx that were generated. • Update the S/O. • Generate Cell trx. • Generate auto-issue trx. • Process Material trx that were generated. • Update the S/O. • Update inventory. • Process Auto-Close trx that were generated. • If an error occurs during any of the above, the process will not continue further.

  48. Shop Floor “Real-Time” backflush • Since all of the above happens at transaction entry, a new flag is set/updated and a new key was added to determine how far this transaction got in this “pre-post” process. • During the actual posting stream, the new post flag is checked and, if one section was not totally finished, it will reverse out any “half-baked” trx and restart beginning with that section. • Note: this same routine (UPDLB) is called during transaction entry and posting. • MDC (when we bring back the labor transaction,

  49. Shop Floor “Real-Time” backflush • Since all of the above happens at transaction entry, a new flag is set/updated and a new key was added to determine how far this transaction got in this “pre-post” process. • During the actual posting stream, the new post flag is checked and, if one section was not totally finished, it will reverse out any “half-baked” trx and restart beginning with that section. • Note: this same routine (UPDLB) is called during transaction entry and posting.

  50. Shop Floor “Real-Time” backflush • Other Notes • MDC will be covered when we bring back the SF labor completion transaction. • eProduction Lite will not be covered

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