how to use production monitoring & control to process inventory transactions customize your...
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How to use Production Monitoring & Control to Process
Inventory Transactions
Customize your transactions but use XA to update the database
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What is PM&C?
• Production Monitoring and Control (PM&C) is the application that allows for bar code reporting of Inventory Management, Repetitive and PC&C (labor) transactions
• If your company wants to use Bar Code to report transactions, they must buy or write software to collect the transactions
• With PM&C, standard XA documents will print with bar codes
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TRDATA File
• All transactions scanned are added to the TRDATA file in the AMTLIB
• The data queue works as a type of alarm to notify the U-Job (Unattached Job) that transactions have been added to the TRDATA file
• The U-Job will take the transactions and update the database using XA programs
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Turnaround Numbers
• When printing bar codes on documents, XA does not bar code order number, item number, etc. Instead, it creates a unique ‘turnaround’ number for each record that can be scanned/reported
• When the turnaround number is scanned all of the order/file information is brought into the transaction
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Turnaround Number Format
• In the various files where turnaround numbers exist, the Turnaround Number is broken into 3 sections:– Designator: 2 character that designates the type of
file/record– SYSCTL number: 7 character number retrieved
from the System Control file– Check digit: 1 character unique number used to
prevent duplicate turnaround numbers
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Designator Codes• 01 Manufacturing Order Header (MOMAST)• 02 Manufacturing Order Components (MODATA)• 03 Manufacturing Order Operations (MOROUT)• 04 Manufacturing Order Miscellaneous Detail (MOMISC)• 05 Purchase Order Master (POMAST)• 06 Purchase Order Blanket Release (POBLKT)• 07 Purchase Order Item (POITEM)• 08 Replenishment (RPLMNT)• 09 Reserved• 10 Reserved• 11 Location Quantity (SLQNTY)• 12 QC Transaction• 13 CO Pick Header (MBCLREP)• 14 CO Pick Release (MBCNREP)• 15 MM Count Group Detail (IVCTDT)
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QUESTIONS?
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Employee Master
• Every transaction requires an Employee Badge number
• This number must be a valid Employee in the Employee Master file
• If your company uses XA Payroll, Employee Master is created in the Payroll application
• All transactions written to TRDATA must include a valid Employee number in the transaction
• An Employee Master requires a Work Schedule number
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PM&C – Schedules & Employees
• A work schedule defines the times for a work shift, breaks & lunch
• A work schedule is required in the Employee Master file
• Employee numbers are required for transactions written to TRDATA
• PM&C inquiry allows for inquiry of all transactions with by Employee number
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PM&C - Schedules
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Work Schedule Fields
• Shift Start/Stop– If the same value is entered in the Early & Late,
then the actual clock in time is used on a TA (Time & Attendance) transaction
– If there is a time range between Early & Late and the employee clocks in during that range, then the Standard is assigned to the TA
– Even if your company is not using PM&C for TA transactions, a Work Schedule must be created to add Employees
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Employee Master Screen
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Employee Master Required Fields
• Employee Number• Employee Name• Multi-Job (always set to Yes)• Shift • Schedule• Address• Always leave ‘Terminate Date’ blank (zero’s).
Any date in this field flags the Employee as Terminated
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QUESTIONS?
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Processing Transactions
• If you are creating your own transactions to populate TRDATA follow these steps:– Hold the PM&C U-jobs in CAS– Key the transaction in PM&C – Query the TRDATA file (AMTLIB) to see the
fields/record layout for the file– Write your program to populate the same fields as
the keyed transaction– Release the U-job to verify that the transaction
will post
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Processing Transactions
• Inventory Management and Repetitive transactions are posted immediately– Order records updated– On Hand/location records updated– Transaction History updated
• Labor transactions– Quantity Complete/Scrapped updated
immediately– Labor Hours updated with Select & Edit job
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Transaction Status CodesThere are 3 ACREC fields in TRDATA:
ACREC - When a transaction is entered through data collection or through keyboard entry, it is set to a Y. If the transaction is in error or deactivated it is set to N.
ACRECP - If Y, the record has been posted. If a transaction is either a TA or an Inventory transaction, the transaction is posted immediately, so ACRECP gets updated with a Y. It is blank if an ON or OF has a TSTAT of 2. If a transaction has been deactivated, it is N.
ACRECS - Set to same value as ACRECP when a MAPICS backup has run. If ACRECS is Y, the record cannot be changed... to make corrections, deactivate the transaction, and add a new record with correct data.
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TRDATA Status Codes• The values of TSTAT, QUEUE, and EXFLG in TRDATA keep track
of what processes the transaction has been through:– TSTAT = 1 QUEUE = 0 Transaction in error (eg date not valid, MRP
generation active)– TSTAT = 2 QUEUE = 1 New transaction, waiting to be posted by
unattached job– TSTAT = 2 QUEUE = 0 Transaction is in error– TSTAT = 3 EXFLG = 0 Transaction has passed initial edits/posting, is
waiting to be processed by Select and Edit – TSTAT = 3 EXFLG = 1 Transaction has been processed by the Select
and Edit, waiting for Prepare– TSTAT = 5 Transaction has been through the Prepare
process
SELYN is also set to 1 when a transaction is selected
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Select and Edit
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Select and Edit
• Select & Edit is a required job that will:– Update the status code fields of the transaction– If the transactions are PC&C labor transactions
(Job ON or OF), update MO Operation with time– Produce a report of all transactions or error
transactions only• Transaction number will be displayed for each
transaction printed• Transaction number is used in ‘Maintain Transactions’
to correct error transactions
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Correcting Transactions
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Correcting Transactions
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Employee Activity Inquiry
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Employee Activity Inquiry
• If a transaction is highlighted, it is in error• Move the cursor to that transaction and press
the Enter key• Transaction will be displayed and can be:– Corrected (change field and press Enter)– Used to see error (no changes and press Enter)– Deleted (F20)
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Prepare Transactions
• All transactions that have updated the data base and been selected (with the ‘Select & Edit’ job) need to be prepared
• Run the ‘Prepare’ Job to update the status code to 5
• All transactions with a status of ‘5’ will be deleted from TRDATA when an XA backup is run
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QUESTIONS?
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Cistech Transactions
• If you don’t want to write your own programs to collect transactions, Cistech has written RF transaction collection for IM, Rep and MM (cycle count) transactions
• RF gun must have 5250 emulation
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Cistech Transactions
• Each Employee has a profile to determine what transactions will appear for the transaction
• Each Employee can set defaults to determine what fields are displayed on the RF device (optional fields only)
• ‘Hooks’ in receiving transactions can call label print programs (i.e. TL Ashford)
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Employee Transaction Screen
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RM Transaction Screen
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Location Inquiry
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TRDATA Inquiry
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Cistech Transaction Info
• Transactions are sold:– Individually ($1,500/transaction)– Or as a full package of all transactions ($12,000)
• 90 day support complementary• Annual support available
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Summary
• Create Work Shifts and Employees before using PM&C
• Write transactions to the TRDATA file in the AMTLIB
• Allow XA to use U-jobs to process transactions• Run ‘Select & Edit’ job daily to discover error
transactions– Correct errors and re-select
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Summary
• Run the Prepare job to change the status of selected transactions
• XA Backup will delete prepared transactions from TRDATA
• TRDATA is a powerful tool to use to process transactions