parts & change control · then create the routings in routings mode, and link them to the parts...

Parts & Change Control User’s Guide JOBSCOPE ®

JOBSCOPE Parts & Change Control Copyright, Jobscope, LLC, 1996 - 2011 JOBSCOPE® Information in this document is subject to change without notice. Jobscope LLC makes no warranty of any kind regarding this material, and shall not be held liable for errors contained herein or for damages resulting from the use and performance of this material. The information in this document is protected by copyright. No part of this manual may be reproduced in any form without the expressed written consent of Jobscope LLC.

Parts & Change Control

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Table of Contents

Parts & Change Control ................................................................................................................................. 7

About This Manual ................................................................................................................................ 7

Getting Started .............................................................................................................................................. 8

Configuration Settings ............................................................................................................................ 10

View Options ........................................................................................................................................... 20

Table Entries for Parts Mode .................................................................................................................. 23

Product Line (Table 2002) ................................................................................................................... 24

Material (Cost) Categories (Table 3001) ............................................................................................. 24

Unit of Measure (Table 3002 .............................................................................................................. 26

Buyer Codes (Table 3005) ................................................................................................................... 26

Planner Codes (Table 3015) ................................................................................................................ 26

Class/Subclass (Table 5003) ................................................................................................................ 26

Commodity Codes (Table 7211) .......................................................................................................... 27

Countries (Table 7009) ........................................................................................................................ 28

Outside Process Codes (Table OutsideProcessCodes) ........................................................................ 29

Part Lead Time Class (Table PartLeadTimeClass) ................................................................................ 30

Warranty Master (Table WarrantyMaster) ......................................................................................... 31

Warranty Class (Table WarrantyClass) ................................................................................................ 32

Parts and the Commonly Used Collections ................................................................................................. 33

Part Browse ............................................................................................................................................. 33

Parts Search Tab .................................................................................................................................. 33

Part Supplier Search Tab ..................................................................................................................... 36

Part Customer Search Tab .................................................................................................................. 37

Part Main Tree View ............................................................................................................................... 38

Part Master ............................................................................................................................................. 39

Phantom BOM ..................................................................................................................................... 47

Bill of Material Components ................................................................................................................... 48

Deleting Bill of Material Components ................................................................................................. 53

Part Routings ........................................................................................................................................... 54

Parts and the Other Collections .................................................................................................................. 57


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Bill of Material Operations .................................................................................................................. 58

Part Customer Part Numbers .............................................................................................................. 59

Part Documents .................................................................................................................................. 60

Part Drawings ...................................................................................................................................... 62

Part Engineering Attributes ................................................................................................................ 65

Part Inspection Methods..................................................................................................................... 66

Part Inventory ..................................................................................................................................... 69

Part Language Description .................................................................................................................. 70

Part Outside Process ........................................................................................................................... 71

Part Prices ........................................................................................................................................... 72

Part Prior Description .......................................................................................................................... 73

Part Repair Default Disposition ........................................................................................................... 74

Part Replacements .............................................................................................................................. 75

Part Revisions ...................................................................................................................................... 76

Part Substitutes ................................................................................................................................... 77

Part Supplier Part Numbers ................................................................................................................ 78

Part Warranty...................................................................................................................................... 79

Engineering Analysis ........................................................................................................................... 80

Part Main Tree View Buttons .................................................................................................................. 81

Right Click Options in Parts ................................................................................................................... 100

Explode .............................................................................................................................................. 100

Where Used ...................................................................................................................................... 100

Save Structure As .............................................................................................................................. 101

Run Purchasing Analysis .................................................................................................................... 101

View Active Drawing ......................................................................................................................... 101

Update Revisions............................................................................................................................... 101

Locate Part ........................................................................................................................................ 102

Special Functions In Parts ......................................................................................................................... 103

Variable Dimensions ............................................................................................................................. 103

Variable Length Part .......................................................................................................................... 104

Variable Length and Width Part ........................................................................................................ 109

Outside Processing ................................................................................................................................ 111


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When the Outside Process is not for the End Item........................................................................... 111

When the Outside Process is for the End Item ................................................................................. 115

Job Costing of Outside Processing .................................................................................................... 117

Routings .................................................................................................................................................... 118

Getting Started ...................................................................................................................................... 119

Work Centers .................................................................................................................................... 120

Setup Time ........................................................................................................................................ 121

Run Time ........................................................................................................................................... 121

Crew Size ........................................................................................................................................... 121

Description ........................................................................................................................................ 121

Operation Id ...................................................................................................................................... 121

Jump Right In ..................................................................................................................................... 122

Configuration Settings ...................................................................................................................... 122

Table Entries For Routings Mode ...................................................................................................... 122

Routings and the Commonly Used Collections ......................................................................................... 123

Routing Browse ..................................................................................................................................... 123

Routings Main Tree View ...................................................................................................................... 127

Routing Header ..................................................................................................................................... 128

Backflushing Labor ............................................................................................................................ 132

Routing Operations ............................................................................................................................... 134

Add Long Description ........................................................................................................................ 138

Standards .......................................................................................................................................... 139

Routings and the Other Collections .......................................................................................................... 140

Routing Documents........................................................................................................................... 140

Routing Op Long Description ............................................................................................................ 142

Routing Operation Documents ......................................................................................................... 143

Routing Operation Equipment .......................................................................................................... 145

Routing Operation Fixtures ............................................................................................................... 147

Routing Operation Inspection Methods ........................................................................................... 148

Routing Operation Kits ...................................................................................................................... 149

Routing Operation Skills .................................................................................................................... 150

Routing Operation Tools ................................................................................................................... 151


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Routing Same-As-Except ................................................................................................................... 151

Routings Main Tree View Buttons ........................................................................................................ 152

Same As Except Routings ...................................................................................................................... 155

Same As Except Definitions ............................................................................................................... 155

Same As Except Details ..................................................................................................................... 157

Manual Work Order Creation ........................................................................................................... 158

Drawings ................................................................................................................................................... 159

Getting Started ...................................................................................................................................... 159

Drawing Revisions Versus Part Revisions .......................................................................................... 160


Table Entries For Drawings Mode ..................................................................................................... 163

Drawings Main Tree View ..................................................................................................................... 163

Drawing Master .................................................................................................................................... 164

Drawing Revisions ................................................................................................................................. 166

Drawing Items ....................................................................................................................................... 170

Drawing Control .................................................................................................................................... 172

Drawing Main Tree Buttons .................................................................................................................. 174

ECN’s (Engineering Change Notices) ......................................................................................................... 176

Getting Started ...................................................................................................................................... 177


Table Entries for ECN Mode .............................................................................................................. 181

ECN Structure and How It Works .............................................................................................................. 181

Engineering Change Master .............................................................................................................. 183

Engineering Change Bill of Material .................................................................................................. 184

ECN Add ............................................................................................................................................ 186

ECN Remove ...................................................................................................................................... 190

ECN Replace ...................................................................................................................................... 192

Engineering Change Notices and the Commonly Used Collections .......................................................... 194

ECN Browse ........................................................................................................................................... 194

Engineering Change Master .................................................................................................................. 195

Engineering Change BOM ..................................................................................................................... 197

Engineering Change Notices and the Other Collections ........................................................................... 199


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Bill of Material Components ............................................................................................................. 200

Engineering Change Actions ............................................................................................................. 201

Engineering Change Part Documents ............................................................................................... 202

Engineering Change Part Drawings ................................................................................................... 205

Engineering Change Part Engineering Attributes ............................................................................. 206

Engineering Change Part Inspection Methods ................................................................................. 207

Engineering Change Part Master ...................................................................................................... 208

Engineering Change Part Revisions ................................................................................................... 210

Engineering Change Part Routings .................................................................................................... 211

Update Work Order From ECN ................................................................................................................. 212

Releases .................................................................................................................................................... 216

Engineering Releases in Design Data Management.......................................................................... 217

Engineering Releases in Job Management and Control ................................................................... 217

Getting Started ...................................................................................................................................... 218


Table Entries for Releases Mode ...................................................................................................... 220

Status Values ..................................................................................................................................... 220

Releases Browse ................................................................................................................................... 221

Releases Main Tree View ...................................................................................................................... 222

Engineering Release Header ................................................................................................................. 223

Engineering Release Lines ..................................................................................................................... 225

Engineering Release Documents .......................................................................................................... 229

Releases Main Tree View Buttons ........................................................................................................ 230

Integrating Task Planning With Engineering Release Lines .................................................................. 232

How They Look In Job Management and Control ............................................................................. 238

Engineering Release Line Dependencies .............................................................................................. 238

Standard Operations ................................................................................................................................. 239

Getting Started ...................................................................................................................................... 240


Table Entries for Standard Operations Mode ................................................................................... 240

Standard Operations ................................................................................................................................. 240

Standard Operation Browse ................................................................................................................. 241


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Standard Operations Main Tree View................................................................................................... 242

Standard Operations ............................................................................................................................. 243

Long Description ............................................................................................................................... 245

Standards .......................................................................................................................................... 246

The Other Standard Operations Collections ......................................................................................... 246

Adding A Standard Operation To A Routing ......................................................................................... 246

Tools Option on the Toolbar ..................................................................................................................... 247

Change Buyer/Planner .......................................................................................................................... 247

Copy Part and Collections ..................................................................................................................... 248

Copy Part Master .................................................................................................................................. 249

Copy Routings and Collections .............................................................................................................. 249

Routing Same As Except Definitions ..................................................................................................... 250

Same As Except Details ..................................................................................................................... 251

Routing Mass Replace ........................................................................................................................... 253

Parts Mass Replace ............................................................................................................................... 253


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About This Manual

There is a major section for each of the six modes of operation. In each section, the things that you

need to think about when first starting are listed at the beginning of the section, and the things that are

not so important when getting started are listed later so that you can read the important stuff early, and

leave the rest until later. As an example, in Parts mode, the important stuff is listed from the beginning

until the end of the “Parts and the Commonly Used Collections” section. The stuff that you may not use

very much is in the first section after that, “Parts and the Other Collections”. After “Parts and the Other

Collections” you will find information about a number of topics that may be important to you, but not

necessarily as you are getting started.

The Parts & Change Control module has six modes of operation: Parts, Routings, Drawings, ECN’s,

Releases and Standard Operations.


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Getting Started

The basic functions of Parts and Change Control are to provide means of describing your parts, bills of

materials, and routings to the system so that you can create work orders for your jobs. You can load

these manually, by typing the information, or you can mass load parts and bills of material using the

Map Master module. In either case, it is a good idea to manually load at least some of the parts and bills

of material so that you get familiar with the way the system works, and you allow the system to look at

every little piece of data that you enter.

Put the parts in first, and then you can build them into bills of material. This is done in Parts mode.

Then create the routings in Routings mode, and link them to the parts in Parts mode, using the Part

Routing functionality. As you build the bills of material, use the BOM List button on the Part Main Tree

View to print the bill of material so that you can check it. As you add routings and link them to parts,

create work orders in the Job Management and Control module to see if you are getting the results that

you want.

The section “Parts and the Commonly Used Collections” of this manual tells you how to do this. The

section “Parts and the Other Collections” describes more elaborate functionality that you can get into

later.

If you already have a part numbering scheme that you like, then continue to use it. The part number

can be any combination of alpha characters, numeric characters, and dashes up to 20 characters. If you

don’t have a part numbering scheme already, then you will need to create one. The best scheme is a

simple number scheme. Attempting to describe the part with the part number is almost always an

exercise in futility, and you will wind up with very long numbers that take a long time to type. If you

think you may have over 100,000 parts, then use a six character numbering scheme beginning with

000001, or 100001. If you think it will be more like 10,000, then maybe 10001 is a good place to start.

The system can even assign them for you. In System Utilities, under System Configuration, then

Engineering, you can check the box “Assign Part Number Sequentially” and enter the first number you

want assigned. Then, when you enter a new part in Part Master, instead of typing in a part number,

type NEW and tab, and it will assign the next number. There is also a Part Prefix function that allows

you to create prefixes like HY for a hydraulic part, or MO for a motor, etc. These prefixes can be set up

in System Configuration. See that section for more information.

Just keep in mind that if you are buying a lot of parts specifically for a particular job, then you will wind

up with a lot of part numbers. You can buy them without setting them up as Part Master records, but it

is a good idea to set them up in Part Master. You will be glad you did later.

Another thought is the concept of Make, Buy, and Stock parts. In Jobscope, all parts are defined as one

of these types. With most manufacturing systems, there is only one type, Stock. In these systems, the

stock parts are either bought or made. With Jobscope, you need only set up the parts as stock that you

actually want to keep on hand all the time. If you have parts like expensive motors or pumps or

fabrications that you only buy when you have a customer order for them, then set them up as Buy parts


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and buy them directly to the job. The make parts are the ones that you make yourself. You can make

parts for stock, or you can make them to go directly to customer orders, or jobs.

In most manufacturing systems, the Part Master defines everything about a part, including the

information needed for inventory purposes, since every part is considered an inventory item. In

Jobscope, some parts are inventory items, and some are not, so two database tables are required, a Part

Master, and an Inventory Master. When you add Part Master records in Parts mode of Parts and

Change Control, you are adding the Part Master. When you enter the part, if you check that it is stock,

when you save it, the system will ask if you want to create the Inventory Master at that time. If you click

yes, then a screen will display which asks you for the additional information needed for the Inventory

Master. If you click no, then the Part Master is created without an Inventory Master. The Inventory

Master can be added later. The Add Stock button on the Part Main Tree View allows you to create a

large number of Inventory Master records from Part Master records with minimum effort. Therefore, if

you’re ready to go with parts and bills of materials, but the inventory people aren’t ready yet, go ahead

without them and catch up later.

As for routings, put times on the operations, even if you don’t have an exact idea of how long it will take

to perform the operation. You don’t need exotic time studies to get them exact, just take your best

guess and move on. You will need to define work centers to set up the routings. If you are uncertain of

what is a work center, use your instincts. When the people in the plant talk about parts of the shop or

machines, what terms do they use? If they are always referring to the “welding shop”, then make the

welding shop a work center, not each work area within the welding shop. If they refer to a flame cutting

table, then that is a work center.

You need to carefully consider Category, Class, and Subclass. The job cost system collects and displays

budgets and costs by Category. If you do estimating, and breakdown your estimates by things like

Metal, Controls, Motors, Electrical, or however you do it, then those breakdowns are categories. If you

are starting from scratch, then select the categories that make sense for you, but don’t select a large

number of them. Somewhere between 5 and 25 is a good number of categories.

Class and Subclass are there to help you find parts, so they may be much more numerous than

categories.


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Configuration Settings

In System Utilities, System Configuration, Engineering, Parts and Change Control, you will see the

following screen. Several of these settings are important for the Parts mode.

Require PSM on Parts Master – PSM is a designation as to whether a part is purchased directly for a job

(P), carried in stock (S), or made on the job as needed (M). The Part Master has a check box for each of

these. This setting determines whether the system will require you to check one of them. It is advised

that you check it on from the very beginning.

Update Unit cost from Purchasing for Purchased Parts – If this is checked on, the system will update the

unit cost field on the Part Master each time a purchase order line item for the part is entered

(purchased parts (P) only). Sometimes special situations dictate buying a part for a price that is much

higher than normal, and it is usually undesirable to have this update the Part Master. It is advised that

you check it off.

Use Cum Numbers When Selecting Data – A special module uses cum numbers, but the standard system

does not, so you should leave this checked off.


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Show Item Numbers or BOM Sequence – If a bill of material has 10 items or BOM Components, they

might be numbered 001 – 010, depending upon how you wish to assign numbers. This is referred to as

the BOM Sequence number. This setting determines whether the main display will show these

numbers. It is a good idea to check this.

Don’t Update BOM Tree until BOM Form Closes – If you don’t check this, the main tree view will update

as you make changes, which causes a pause which can be irritating, and you probably won’t be looking

at it while you are making changes. If you check this on, the tree update will not occur until you close

the BOM Components screen.

Turn Off ECN Checking – When the system creates work orders, it checks the ECN system to see if any

parts or routings are on ECNs, and displays messages to that effect. This turns off that checking in order

to avoid the messages.

Parts Under Change Control – If this is checked, then when a parent part is marked as under change

control, all the parts in the structure beneath that parent part will be marked as under change control.

The All Parts option will do this for all the parts in the structure, whether they be make, buy, or stock.

The Make Parts option will only mark the make parts. If Only Top Level is checked, then putting the top

level (parent part) under change control will not automatically put the lower level parts under change

control.

On the bottom left, the section “Select Tables to be Under Change Control”, allows you to select the

tables that will be under change control. “Under Change Control” means that the data stored in a table,

once entered, may not be changed in the Parts and Change Control module, but must be changed by

creation of an Engineering Change Notice (ECN). You can use this function to define exactly what data

can be changed without an ECN. The Parts Master screen has a field called Under Change Control. If

you check it for a part, then that part is under change control, and some or all of it’s data (depending

upon what you check here) may only be changed via an ECN.

If you click on the Parts Tables button ( ), the Parts and Change Control: Parts Data Under

Change Control screen displays.


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In this case, the Bill of Material Components box has been checked. That means that, if a part is under

change control, then it’s bill of material may not be changed except via an ECN. All it’s other data may

be changed without an ECN.

If you click on the Routings Tables button ( ), the screen for Routing data displays. You

can check which tables you want to be under change control.


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On both screens, the Select All and Unselect All buttons will check all the boxes or uncheck all of them,

respectively.

On the upper right, you will see the Displaying Engineering Data section.

Show Cum Numbers refers to Cumulative Numbers. This is a very special function for the aviation

industry. You should leave it unchecked. You must check one and only one of these, so check Show

Revisions.

Show Operations For the Specified Routing Revision – This option determines whether routing operation

with a revision range outside of the header revision will show or not.

As an example, the picture shows routing 00-212R, and the Current Production revision is B. Notice that

operation 40 is grayed out, and it’s ThruRevision is A. The Show Operations For the Specified Routing

Revision box is not checked. If it had been checked, operation 40 would not show at all. This function

gives you a substantial amount of revision visibility and control without the use of the ECN module.


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Show BOM for the Specified Part Revision – Consider the upper part of the Part Master screen as shown

in the picture below. Notice that the Current Revision for 116116B, which is the top level assembly, is C.

Now look at one of the bill of material components, 694102, on the Bill of Material Components screen.

Notice in the Effective box, that 694102 is effective for revisions A through C for the assembly.


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This means that 694102 is effective (is used on) the current revision of 116116B, the assembly. Now, if

694102 was effective for revisions A through B, and Show BOM for the Specified Part Revision was

checked on, then 694102 would not appear in the bill of material display.


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If Show BOM for the Specified Part Revision was checked off, then 694102 would display in gray (instead

of the usual black), along with it’s revision effectivity, which is A:B..

Also notice the related box, Show BOM For the Specified Part Revision, which has two check boxes, Use

Numbers Only, or Use Letters Only. In the previous example, we were using Letters (A, B, and C). Since

the system knows to expect letters, it can easily figure out the range of effectivity. Use Numbers Only

would mean 1, 2, 3, etc. You need to pick one or the other and stick with it, or this functionality will not

work properly. A dash for a revision tells the system that revision does not apply.

You can use this revision processing for the bill of materials and gain a substantial measure of revision

control without using the ECN system.

You can specify whether the revisions are to be in numbers only (1, 2, 3,….) or letters only (A, B, C,….).

In the middle right section of the screen, you will see Baseline Drawing Revsion. This allows you to set

the default revision value for a drawing when it is first created.


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Assign Part Numbers Sequentially – See the Getting Started section in this document for an explanation

of this function. It is a good idea.

Part Prefixes – Click on this ( ) and you will get this screen.

When you create a new part in the Part Master, enter the prefix you want and the word NEW in the Part

Number field, like this: HYNEW. When you tab out of the Part Number field, the system will assign the

number in the Part Number field below. The resulting part number will be HY56863.

Assign Drawing Numbers Sequentially – This does the same for drawings as the part numbering function.

In other words, when entering a new drawing, entering the word NEW in the drawing number field will

cause the system to assign the next sequential drawing number. If your CAD system is assigning the

numbers, you may want to leave this unchecked.


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Assign ECNs Sequentially – This is the same for ECNs. Again, if these numbers are normally assigned

elsewhere, you will want to leave this unchecked.


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View Options

If you click on View and then Options on the Toolbar, the following screen displays.

You should ignore the Manual Refresh box under Engineering Change. You don’t need it in the latest

version.

The following page shows the effects of the two boxes under Bill of Material.


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Both “Display with Change History” and “Highlight Phantom Parts” are shown in the screen picture

below.

If “Display with Change History” is checked on, then changes made to the bill of material in the ECN

system will have ECN information included.

Notice that the bill of material item in the upper circle is shown in a very light gray. You may be able to

read that it says “Removed ByECN”. This item is no longer a part of the bill of materials. If “Display with

Change History” was checked off (not checked), then this item would not have displayed at all. The item

in the lower circle was added by the same ECN. If “Display with Change History” was checked off, the

item would still display, but the reference “AddedByECN” would not display.


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As for “Highlight Phantom Parts”, notice the bill of material item highlighted in yellow below. The

yellow highlight indicates that it is a phantom BOM item. If “Highlight Phantom Parts” was checked off

(not checked), then the yellow highlight would not be there.


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Table Entries for Parts Mode

In System Utilities, Operations, Table Maintenance, you need to set up some basic data before

beginning. These tables define the valid entries in certain fields. The fields that require table entries are

referred to as table edited fields. In all the tables, you can enter a blank entry. If you do this, then you

can leave a table edited field blank. As an example, look at the screen below for maintaining Buyer

Codes. Notice that the Buyer Code field has been left blank and then OK or Apply was clicked to create

an entry for blank. This will allow the Buyer Code field to be left blank.


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Product Line (Table 2002)

This value is normally used to divide parts among product lines for product line analysis purposes. If this

is important to you, make entries. If not, create a blank entry and don’t use it.

Material (Cost) Categories (Table 3001)

The cost categories for materials are defined in table 3001. This is the most important table, and is

called Material Cost Category because it pertains only to materials. Job cost is sorted and displayed by

cost category. The simplest categories might be Material and Overhead, but you probably want more

detail than that. Think of your most important classifications of costs. For machinery manufacturers,

categories might be Metal, Electrical, Motors, Pneumatic, Hydraulic, etc. The way you break down your

estimates might be a good start for cost categories. Do not leave this table blank.

Overhead - For each category, you can define an overhead percent. When a part with this category is

charged to a job, the percentage value is used to calculate an overhead amount, which is charged to the

job. This overhead amount is intended to cover the cost of indirect materials, or freight in, or other

material related overhead costs. The system tries to charge this overhead amount to category

OVERHEAD. If OVERHEAD is set up as a category on the job, the charge will go to that category. If

OVERHEAD is not set up on the job, then the system will charge to category OTHER. For this reason, if

you plan to use the material overhead function, you should be sure that category OVERHEAD is set up as

a default category.


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Subcontract - The Subcontract box allows you to designate a category as a subcontract category. The

Detailed Cost Breakdown function uses this to recognize that a job charge is a subcontract. See the

Section “Detailed Cost Breakdown” in the Job Accounting User Guide for more information.

Restricted – If you check this box, this category will not show in the dropdown for category on the

Special Charges screen. You can enter the category manually, and it will take it.

Uncontrolled Floor Stock – If you have items that are “free issue” floor stock for which no issue

transaction against a work order will take place, you may want to set up a special category with this box

checked. When work order BOM components with a category marked as Uncontrolled Floor Stock are

created, they are marked complete so that they don’t show as outstanding.

The Create Budgets process will not include the cost of these uncontrolled floor stock items in the job

budgets. This is the kind of cost intended to be absorbed by the material overhead percent.


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Unit of Measure (Table 3002)

This defines the units in which the item is bought, issued, and specified on a bill of materials. The most

common is EACH, and the actual UOM is normally EA. It might be FEET, or FT, for bar stock, or POUNDS,

or LB for metals, etc. This is a required field. The Type of Measure is used in the Variable Dimensions

calculations. See that section of this manual for details.

Buyer Codes (Table 3005)

This will be useful when you start the purchasing system. You can wait and add it later if you like. If

your Buyer Codes will be closely related to Class or Subclass, then your database administrator can mass

update the Part Master Buyer Codes from Class or Subclass later on.

Planner Codes (Table 3015)

This refers to production planners. If you have production planners that work with certain parts, then

you can define these planners in the Part Master. If you don’t have a clear idea about this when

starting, create a blank entry and deal with it later.

Class/Subclass (Table 5003)

Class and subclass are used to help you find parts. Therefore, these values might get into quite a bit of

detail. It is a good idea to use this.


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Commodity Codes (Table 7211)

Commodity codes as related to VAT are usually the 8 digit code for VAT related transactions. Some like

to use it to define the EU guidelines for Restriction of Hazardous Substances (RoHS). In the US, some

might use it for the Standard Classification of Transported Goods 5-digit code, or the NIGP Commodity

Code which is used by many state and local governments.

The VAT Indicator is used to refer to a VAT code, which would normally be in table 7208, but the field is

not edited by the table so that it may be used for other purposes. Quantity Codes in VAT parlance is

what is commonly known as a unit of measure, such as EA for Each. There are two of them so that

This is the only72xx table that is used when VAT is turned off.

Material Handling Code (MaterialHandling) – This table defines how the part is to be handled, like Pallet,

Loader, etc. It isn’t that important to many users, but it is a required field.


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Countries (Table 7009)

When you enter a part, you can select a Country of Origin for the part. These countries must be first set

up in the Country Codes Table.


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Outside Process Codes (Table OutsideProcessCodes)

These are codes for outside processing.

The Outside Process Code may be up to 8 characters.

The Description is three lines of 40 characters each.

The Lead Time is for the scheduling system.

Note that a Material Category of OUTPROC has been set up in table 3001. You may want to have more

than one category in order to have more than one overhead amount for job costing. The category may

be up to 10 characters long.


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Part Lead Time Class (Table PartLeadTimeClass)

Part Lead Time is expressed in days, and is used in the material planning processing and in scheduling.

You can maintain a lead time by part in the Lead Time field in the Part Master, or, if you leave Lead Time

blank, the system will look for a Lead Time Class value. As an example, simple parts that you have made

in local machine shops may require a lead time of 14 days in slow times, and 35 days in busy times. If

you use the Lead Time field, when 14 goes to 35, you will have to call up each Part Master to make the

change. If you are using Lead Time Class instead, you would have a table entry for MachineParts, and

you just call up that entry and change the 14 days to 35 days, and it is changed for all those parts.


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Warranty Master (Table WarrantyMaster)

If you want to assign a warranty to a part, then that master must first be set up with an ID in this table.

The data that you enter here is all informational only; it does not affect system processing.


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Warranty Class (Table WarrantyClass)

Each Warranty ID may be assigned a warranty class, and this is where you set them up.


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Parts and the Commonly Used Collections

The Parts module allows the user to add, edit and maintain Parts in the system. This section will focus

on the most commonly used part collections, Part Master, Bill of Material Components, and Part

Routings. These are the collections that define the minimum data required to create work orders.

Part Browse

Click on Open to display the Part Search screen.

You will notice that there are two tabs, Part Search and Part Supplier Search.

Parts Search Tab

The Parts Search tab is the one most commonly used.


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Type in the information you know about the Part you are trying to locate and click Search. To retrieve all

Part records, click Search without entering any criteria.

Note: To perform a partial search, use the wildcard “%”


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Note: Use the Recent dropdown to display the recently found Part records. This may

save some time when trying to locate a record if this particular Part is frequently used.

Double-click on the desired Part record to retrieve the information and display it in the Part Main Tree

View.

The MRP button ( ) will run the Update MRP function. This function is described in detail in

the Purchasing Manager User Guide.


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Part Supplier Search Tab

The Part Supplier Search tab may be of use if you are maintaining Part Supplier Part Numbers. This

browse allows you to enter a supplier (vendor) and return all the records for that supplier. As with the

other browse, you can narrow down the selection by entering additional information.


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Part Customer Search Tab

You can also search by how your customer refers to a part.


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Part Main Tree View

The central pane displays the hierarchical Part structure. The right pane displays the list of Collections

for the Part, highlighting in bold those with data for the selected Part.

For example, the user can select a particular component of the Tree structure, and then based on the

Collections shown in bold, display selected information about the Part:

Notice that the toolbar on this display has a number of buttons. These are described in the section “Part

Main Tree View Buttons”.


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The most commonly used Collections are Part Master, Bill of Material Components, and Part Routings.

To display the main information screen for the Part, double-click on the Part Master collection.

Part Master

This is the Part Master screen.

This screen contains vital information about the Part record, in particular the denomination whether the

Part is a Make (M), Buy (P) or Stock (S) Part.

A Part should be defined as Make (M) if the part is manufactured. For a manufactured part, routings (or

operations) must be added to describe the workflow in making the part.


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A Part should be defined as Buy (P) if the part will be purchased directly to a job each time it’s used. If

the automatic work order creation is used, purchased parts are included on special shipping work

orders.

A Part should be defined as Stock (S) if the part is a Stock or Inventory item. When the part is used on a

work order, an allocation is placed against the stock or lot inventory item. A corresponding record

should exist either in stock inventory or the Material Master. “S” parts on a work order are listed as

stock requirements.


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The Part Master screen displays a Toolbar at the top of the screen with different available functions:

New Item: ( ) Use this function if you want to create a new Part Master record

Open Item: ( ) Use this function if you want to retrieve (open) another Part record to be

displayed on the screen (it will also be displayed in the Tree structure)

Save As: ( ) The Save As icon allows you to copy a part and it’s structure to a new part

number. When you click on it, the screen below displays, with the part number of the part

displayed in Part Master already entered. Enter the new part number that you want to create in

the New Part Number field. You can enter a revision. If you leave revision blank, the copy

function will enter the value (-) as a revision for the new part. The red box in the picture below

shows the collections for the old part. When the Copy Part and Collections screen first opens,

the boxes will be checked for any data that exists for the old part. When you click Save and the

copy is made, the checked collections will be copied as well as the part. If you click on the

DeSelect All button, all the collection boxes will be unchecked. If you click on the Select All

button, the existing collection will be checked.


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Delete Item: ( ) Use this function to delete the Part record currently displayed

User Defined Fields: ( ) Use this function to access the User Defined Fields form and enter

the desired values. The red tick indicates UDFs already have values for the selected Part record

Add User Text: ( ) Use this function to access the User Text screen and add free form

information to the Part record. The red tick indicates UDFs already have values for the selected

Part record

Navigator: ( ) Use these controls to move along the list of Parts. These controls move to

the Previous or Next Part record

There are other buttons along the top.

Part Inventory: ( ) The drop down has two options, View Part Inventory,

and Launch Inventory System. View Part Inventory allows you to view Inventory information about

the selected Part, including Quantity on Hand, Quantity on Order, Reorder Point, Reorder Quantity,

etc. The other, Launch Inventory System, will actually open the inventory system with the part

displayed. You can work with the part there.

View Active Drawing: ( ) This allows you to view the active drawing for

the part. This function will only be enabled if the current Part record has an associated Active

Drawing.

View Change History: ( ) You can use this to see ECN information about

the part. This function will only be enabled if the current Part record is referenced by an ECN.

Add New Routing: ( ) You can use this to add a routing to the part.

To create a new Part, the following required fields need to be populated:

Note: All required fields are marked in bold.

Part Number – A combination of numbers and letters up to 20 characters. If “Assign Part

Numbers Sequentially” is checked on for the Engineering system in System Configuration, then

you can enter the word NEW and tab and the system will assign the next sequential number.

Some special characters are not accepted like ‘\*;

Description – There are 4 lines available for entering the description of the Part. Each line

accepts 40 characters for a total of 160 characters

Unit of Issue - Use the dropdown to select the unit of measure in which the Part will be issued

Current Revision – Current Revision number for the Part. If the Part was imported it may default

to ‘-‘ which can be manually updated


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Material Handling Code – Use the dropdown to select the Code that defines how the Part is to

be handled

Make Part/Stock Part/Buy Part – Select one of the checkboxes depending whether the Part is

M, P or S. Only one option is accepted.

Category Code – Use the dropdown to select the desired Material Category for the Part. Job

Cost reports sort job charges by Category

All other fields are not required but provide extensive information about the Part record:

Inactive Flag – Checking this box indicates the Part is not active

Under Change Control – Checking this box forces any changes to assembly or routing to be made

only in the Parts and Change Control module in the ECN mode

Latest Revision – This is the highest revision on file in the Part Revisions collection.

Last Update – Last date when the Part record was updated

Vendor 1 and 2 – Select the “preferred” vendors for this item

Last Vendor – Displays the vendor used when this item was purchased last

Unit of Purchase – Used for Stock items, it indicates an alternate UOM that may be used when

stocking the item (for example, part is purchased in box of 12)

Cost Flag – Check to override automatic cost calculation, and use the value in the Unit Cost field instead. Checked by default for Stock and Buy Parts

Weight Flag – Check to override unit weight calculation and use the value in the Weight field

instead. If you plan to enter part weight, check this on

Rotable Part Flag – Indicates multiple units of this item are kept in stock to be exchanged for the

customer’s repairable item so there’s no delay

Variable Flag – Indicates the part is a Variable and its children and its children parts are not true

Bill of Materials. Leave this checked off

Reworkable Flag – Indicates the part is suitable to be repaired (MRO Repairs)

Phantom Flag – Indicates the Part is a Phantom (Make Parts). See the section “Phantom BOM”

in this manual

Inspect Flag– Indicates the part must be inspected

Track by Tracking ID – Indicates the part will have a unique serial number for tracking purposes.

See the manual on Serial Number Tracking

Is Hazardous Flag – Indicates the part contains hazardous materials. Associated with Hazardous

Name

Material Certification Required – This field indicates that the vendor supplying this part must

also provide material certification. If checked, when the part becomes a bill of material item on

a work order, this field will also be checked for the BOM item, and the user cannot uncheck it.

The same is true for this field on the purchase order item. If checked on the purchase order

item, the printed purchase order will have the words “Material Certs Required”.

Variable Dimensions – Indicates this part has dimensions other than the ones predefined, which

enables Engineering UOM field for entering the specific dimensions and unit of measure. See

the Variable Dimensions section of this manual


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Engineering UOM – Use the dropdown to select the specific unit of measure for this part. This is

for Variable Dimensions. See the Variable Dimensions section of this manual

Product Line – Use the dropdown to select the product line for the part. Product Line is a sales

thing

ABC – This is cycle count code. Specify whether part is A, B or C. See the Inventory manual for

more information

Commodity – Use the dropdown to select the commodity for the part

Class/Subclass – Use the dropdowns to select the class and subclass for the part

Hazardous Name – If the part is marked as Hazardous, enter the name of the material

Planner – Use the dropdown to select the planner code associated with the part. Reorder

requirements in Purchasing can be grouped and sorted by this code

Buyer– Use the dropdown to select the buyer code associated with the part. Reorder

requirements in Purchasing can be grouped and sorted by this code

Quantity On Hand – For Stock parts only. Indicates how many units of this part are currently in

Stock

Quantity Allocated – For Stock parts only. Indicates how many of this item are on open

production Bill of Material requirements. Calculated by the MRP process.

Quantity On Order - Indicates how many of this item are on open Purchase Orders to be

received

Lead Time Manufacturing Hours – Indicates how many hours it takes for the item to be

manufactured. This is informational only and is not used by the system for planning

Lead Time - Indicates the number of days of lead time required on an order of this part

Unit Cost - How much the part costs

Shrinkage and Yield Factor – Specify the values desired. Used for reporting purposes

Status - Specify the value desired. Used for reporting purposes

Weight – Used when Weight Flag is checked to specify particular value for this part

Repair Replacement Factor - Specify the value desired. Used for reporting purposes

National Stock Number - Used as a cross reference to the part number. NSN is a field typically

used by some US government military contractors for procurement systems

Last Unit Cost – Indicates the Unit Cost for this part the last time it was purchased

Lead Time Class – Allows part to be grouped together with other parts with same Lead Time so that the lead time may be changed for all parts in class with one entry. Used by Scheduling and Planning. The value in the Lead Time field always takes precedent. If you are using Lead Time, then leave this blank.

Manufacturer Name – Name of the manufacturer for this part

Manufacturer Part Number – The manufacturer’s number for this part

Drawing Number –The Drawing Number for the part. This is the Part Drawing record (in the

collection) that is marked Active

Drawing Identifier – You can use this field for information you would like to maintain about the

drawing


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Export Control Number – You can use this field for information you would like to maintain about

the part

Schedule B Number - You can use this field for information you would like to maintain about the

part

Country of Origin – You can select entries from the Countries table (7009)

Most of the dropdowns displayed in this screen are populated by the System Administrator with values

applicable to the particular Company.

Once all the desired information has been entered, click the OK button. Click Apply if you want to save

the changes and stay in the Part Master screen with the information displaying in Edit mode.


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If you entered a new part and checked Stock, when you save it, the following will display.

If you click on Yes, the following screen will display. You need to check certain boxes to insure that the

inventory record is set up properly. If the item will be lot controlled (most are not), then check the

Material box; otherwise, check the Stock box. Check either average cost or standard cost. If you are not

sure, check standard cost. Don’t check Tax Code at this time. If the part is to be manufactured for stock,

check the manufactured box. You also need Location Code and Account. Click on these places in the

display and a dropdown will show you the choices. Click on OK and an inventory record will be created.


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Phantom BOM

The Phantom BOM feature allows you to flag a part as a phantom. This means the particular Make item

does not require a dedicated Work Order to be manufactured. Instead of creating a Work Order with a

BOM structure, the structure and/or operations are rolled up a level and included on the Work Order for

the higher-level Item.

If a Make item is encountered within a Phantom Item structure, and is not itself marked as a Phantom, a

Work Order will be created for the lower-level item. The Phantom will remain as a BOM Item on the

higher-level Work Order printout. The Quantity for the Item will be changed to zero.


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Bill of Material Components

The Bill of Material Components screen allows you to load a bill of materials for a higher level part.

Highlight a bill of material item and click on Bill of Material Components in the collection. If the part has

no bill of materials, or you want to add a new one, simply double click on Bill of Material Components in

the collection.

The Bill of Material Components screen displays.


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This is the Bill of Material Components screen.

The Bill of Material (BOM) Components screen displays a Toolbar at the top of the screen with different

available functions:

New Item: ( ) Use this function if you want to create a new Bill of Material Components

record


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Open Item: ( ) Use this function if you want to retrieve (open) another Bill of Material

Components record to be displayed on the screen (it will also be displayed in the Tree

structure)

Delete Item: ( ) Use this function to delete the Bill of Material Components record

currently splayed

User Defined Fields: ( ) Use this function to access the User Defined Fields form and

enter the desired values. The red tick indicates UDFs already have values for the selected Bill

of Material Components record


information to the Bill of Material Components record. The red tick indicates UDFs already

have values for the selected Bill of Material Components record

Navigator: ( ) Use these controls to move along the list of Bill of Material

Components records. These controls move to the Previous or Next Bill of Material

Components record

To create a new BOM Component, the following required fields need to be populated:

Note: All required fields are marked in bold in this document and on the screen.

Assembly Number – This is the part number of the higher level (assembly) part. The system will

enter it, and you cannot change it

BOM Sequence – This is a three character number which defines the sequence in which the

BOM components will be displayed on the main screen. The first BOM Component entered will

default to 001, but you may change it. The unlabelled field to the right of it is for an optional

fourth character. It may be alpha or numeric. When you are adding a new bill of material

component to an existing structure, you can assign a sequence number that will fit the new item

between two existing items, such as assigning 0031 to a new item between 003 and 004 or, you

can simply assign 004 to the new item. If you do this, the system will recognize that you are

using an existing sequence number and display the following message. If you click on No, the

system will return to the Bill of Material Components screen and you can assign a different

number. If you click on Yes, the system will assign 004 to the new BOM component, and

renumber all the BOM Components from the previous 004 (which will now be 005) through the

rest of the structure.


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Component Part Number – This is the part number of the lower level BOM Component. It must

have a Part Master record in the system. If you enter a part number that is not in the system,

you will get this message on Save

You can browse for the part by clicking on the magnifying glass icon to the right of the

Component Part Number field.

The browse that displays is the same as the one described in the Part Browse section.

Component Revision – Current Revision number for the BOM Component.

Quantity Per – This is the quantity of the BOM Component for 1 of the higher level assembly

All other fields are not required but provide extensive information about the Bill of Material

Components record:

Add, Remove, Replace – The system sets these boxes. If you are adding a new part here, the

system will check Add. If a BOM Component is removed or replaced by the Engineering Change

process (another mode in Parts and Change Control), then the system will check one of those

boxes

Model Usage – This allows you to identify the BOM Component as part of a certain model of

highest level part

Description – The system writes the description from the part master for the BOM Component

Scrap Factor – You can use this to enter a scrap percentage that is normally encountered when

using this BOM Component. It is only used in calculations in some of the special modules

Unit of Issue – The system writes the Unit of Issue from the part master for the BOM Component

Shrinkage Factor – You can use this to enter a shrinkage percentage that is normally

encountered when using this BOM Component. It is not used in any of the calculations.

Engineering Number – You may use this any way you like, but the intent is to use it for “balloon

numbers” on a drawing

Repair Replacement Factor – You can use this to define the percentage of occurrence of

replacement or repair of the BOM Component in a routine servicing of the higher level

assembly. It is used in the Repair Manager module

Refer To Document – You may use this any way you like, but the intent is to reference a

document, such as a service manual, or parts document


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Length – Length is only used in calculations in some of the special modules

Phantom - The system writes the Phantom box status from the part master for the BOM

Component

Ship Item – Checking this box means that the BOM Component is a ship item, meaning that it is

not included in the actual higher level assembly, but rather is “shipped loose”. An example

might be an instruction manual, or a kit for assembly in the field

Same Quantity – This is used for BOM Components such as manuals. As an example, a customer

may buy five of an assembly, and the assembly has a BOM Component for the manual, but we

only want to ship one manual. When creating the work order for the assembly, the system will

normally multiply the assembly quantity (in this case five) by the Quantity Per value for the BOM

Component, in this case one. However, if the Same Quantity box is checked, the create work

order process will not multiply 5 x 1, but rather call for a quantity equal to Quantity Per (in this

case one)

Critical Spare – You can check this to indicate that this part is a critical spare

Required Quantity – This is the recommended quantity of spares that your customer should

keep

Overrides Part Master – This section has five boxes, Make, Buy, Stock, Send Out, and No

Override. The first three will override how this part is procured when used in this assembly.

Send Out indicates that the part will need to be sent out for outside processing. Checking Send

Out does not affect the way work orders are created for outside processing. See the section on

Outside Processing in this manual. No Override is the default, and it means that the

procurement method from the Part Master will be used.

Effective – The two boxes in this section, From Revision and Thru Revision, define a range of

revisions of the higher level part for which this BOM Component is to be used. The work order

creation process examines this data to determine if the BOM Component should be included

when creating work orders

Added By ECN – If the BOM Component was added to this bill of materials by an ECN, then the

system will display that ECN number here


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Deleting Bill of Material Components

You can delete a Bill of Material Component from the active bill of materials by highlighting it and

clicking on the Delete button at the top of the screen. You will see the warning below. This warning

tells you that, if you are using the Engineering Change Notice mode to maintain change history, you may

not want to delete here, but rather under an ECN.

If you click on Yes, and the higher level part for which this is a BOM Component is not “Under Change

Control” as defined in the Part Master for the higher level part, then the BOM Component will be

deleted from this BOM (but not from the Part Master). If the higher level part is “Under Change

Control”, you will get the following error, and it cannot be deleted here.


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Part Routings

A routing is a set of manufacturing operations, or steps, required to make a part or assembly. Routings

are created in the Routings mode of Parts and Change Control. See the section on Routings for more

information.

The Part Routing screen allows you to define a routing for a part. The Part Routing information entered

here will tell the create work order process which routing to use.

You should note that, if the Part is “Under Change Control”, as defined in the Part Master, then the OK

and Apply buttons on the bottom of the Part Routings screen will be disabled.

Highlight any item on the display and click on Part Routings in the collection.

The Part Routings screen displays.


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This is the Part Routings screen.

The Part Routings screen displays a Toolbar at the top of the screen with different available functions:

New Item: ( ) Use this function if you want to create a new Part Routings record

Save As: ( ) You can use this to copy the routing to a new routing number. Then you can

change the new routing as necessary

Delete Item: ( ) Use this function to delete the Part Routings record currently displayed

View Change History: ( ) This will show the ECN history for the

routing

Add Operation: ( ) This will display the Routing Operatoin – Main screen

where you can add an operation to the routing.

To create a new Part Routing, the following required fields need to be populated:


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Note: All required fields are marked in bold in this document and on the screen.

Routing ID – This is the ID, or identifying character string for the routing to be used for the

part

Routing Revision – This is the revision for the routing.

All other fields are not required but provide extensive information about the Part Routing record:

Part Number – The system writes the part number of the part for which the routing is being

added

Part Revision - The system writes the part revision of the part for which the routing is being

added

Active – This defines whether the routing is currently an active routing for the part. If it is not

checked, the work order creation process will not use it for the work order

Current Routing for Type – This defines whether this routing is the one to be used for the Type

of work order being created. A part may have several active routings, but only one of them will

be used by the work order creation process. The work order creation process looks for an active

routing with this box checked and uses the first one for the type that it finds

Description – The system writes the description from the routing header record

Type – This is the Type value referred to by the Current Routing for Type field above. For normal

manufacturing work orders, the type will be Assembly/Make. Most of the others are used by

the Repair Manager module

Alternate Routing ID – You may enter an alternate routing for informational purposes. This

entry is not used by the programs

Alternate Revision – The revision for the alternate routing

Comments – You may add a comment about the part routing here

Repair Category – This is used by the Repair Manager module when creating work orders. See

the Repair Manager manual for more information


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Parts and the Other Collections

In Parts mode of Parts and Change Control, the three basic collections of Part Master, Bill of Material

Components, and Part Routings are required in order to create work orders. A number of other

collections exist for the purpose of maintaining additional data which you may find useful.


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Bill of Material Operations

The scheduling system normally dates a bill of material item as being required on the date that the first

operation on the work order is scheduled to start. However, some of the materials may not be required

until some later time, and you may wish to consider this in scheduling. Bill of Material Operations allows

you to do this.

With the part you wish to work with highlighted, double click on Bill of Material Operations in the

collection.

This is the Bill of Material Operations screen. The left panel displays the bill of material for the selected

part, and the right panel will display a routing when you select one

With the routing displayed, drag the bill of material component in the left window and drop it on the

operation where the part is required.

When you assign a part to an operation, the Operation field in the Bill of Material Components screen

will show the assignment.

To delete an assignment, highlight the part number in the right hand panel (under an operation), and

click on the Delete button at the top left.


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Part Customer Part Numbers

You can enter the part number that your customer uses for a part by clicking on Part Customer Part

Numbers in the collection.


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Part Documents

Part documents are useful because this function allows you to link electronic documents to the part.

With a part highlighted, double click on Part Documents in the collection. When you open Part

Documents, any existing documents will list in the Part Documents box on the left of the screen. You

can click on one to display and edit it.

The Part Documents screen displays a Toolbar at the top of the screen with different available functions:

New Item: ( ) Use this function if you want to create a new Part Routings record

Delete Item: ( ) Use this function if you want to delete the Part Document record

View Change History: ( ) If there is data about the part in the ECN

system, it will display

To create a new Part Document, the following required fields need to be populated:


Document ID – A combination of numbers and letters up to 255 characters. You may assign any

value you wish. Some special characters are not accepted like ‘\*;


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Document URL – This is the path to the document. This symbol will allow you to browse to

where the document is stored and save the path. When you have the file open where the

documents are stored, you can also drag the document and drop it in the grid area on the

bottom left of the screen.

This symbol will display the document.

All other fields are not required but provide extensive information about the Part Document record:

Document Revision – This allows you to define a revision of the document. It allows 8

alphanumeric characters

Description – This can be anything that will better describe the document. It allows 255

alphanumeric characters

From/Thru Part Revision – these fields define the range of part revisions for which the document

is effective.

Print – This function allows you to have the system automatically print or email a document in

other parts of the system. When you click on the down arrow, the dropdown will list the places

in the system where this will occur. The places are Estimates, Part Price Inquiry, Purchase

Orders, RFQs, Sales Acknowledgments, Shipments, and Work Orders. In these areas the print or

email icons (or the print selections under the Tools dropdown) will include the document as an

attachment to an email. For print options, the system will list the designated documents and

allow you to select the ones you want to print.

Part Documents can be change controlled using the Engineering Change Notices (ECN) mode. If one or

more ECNs exist for the document, the View Change History button will display them. If no ECNs exist

for the document, the View Change History button will be inactive.


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Part Drawings

Part Drawings allows you to link drawings entered in the Drawings mode of Parts and Change Control to

a part. Clicking on Part Drawings in the collection displays the screen. When you open Part Drawings, if

any drawings are already assigned, they will list in the box on the left. You can click on one to display

and edit it.

The Part Drawings screen displays a Toolbar at the top of the screen with different available functions:

New Item: ( ) Use this function if you want to create a new Part Drawing record

Delete Item: ( ) Use this function if you want to delete the Part Drawing record

View Change History: ( ) If there is data about the drawing in the

ECN system, it will display


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To create a new Part Drawing, the following required fields need to be populated:


Drawing Number – This must be a valid drawing entered in the Drawing mode. These

symbols appear to the right of the Drawing Number field. The one on the left is labeled “Find”.

If you click on it, the screen for drawing searches displays. Use this screen to search for the

drawing you want.

When you find the drawing you want and click on OK, the selected drawing and it’s revision will be

written back to the Part Drawing screen.

All other fields are not required but provide extensive information about the Part Drawing record:

Comment – Enter a comment or note if you like

Part Drawings can be change controlled using the Engineering Change Notices (ECN) mode. If one or

more ECNs exist for the drawing, the View Change History button will display them. If no ECNs exist for

the document, the View Change History button will be inactive.

You can create a new drawing record and then use the Part Drawings screen to link it to the part On

the Part Drawing screen, click on the icon ( ) beside the Drawing Number field.


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This will display the Drawing Master screen, where you can create a new drawing master record.


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Part Engineering Attributes

Part Engineering Attributes allows you to enter special data about the part. This data is informational

only, and is not used by the programs.

The Part Engineering Attributes screen displays a Toolbar at the top of the screen with different


Delete Item: ( ) Use this function if you want to delete this data

View Change History: ( ) If there is data about the part in the ECN

system, it will display

This data may be used in any way you wish, so the fields are not detailed here.

Part Engineering Attributes can be change controlled using the Engineering Change Notices (ECN) mode.

If one or more ECNs exist for the record, the View Change History button will display them. If no ECNs

exist for the record, the View Change History button will be inactive.


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Part Inspection Methods

Part Inspection Methods are set up in the Quality Assurance module. They describe how part

inspections are to be performed.

This is the toolbar at the top.

New Item: ( ) Use this function if you want to create a new Part Inspection Method

record

Delete Item: ( ) Use this function if you want to delete the Inspection Method record

View Change History: ( ) If there is data about the method in the



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To link an inspection method to a part, click on the magnifying glass to

the right of the Method Id field.

The Method browse screen will display. Use this browse to find the method that you want, highlight it,

and click on OK.

The method data will be written back to the Part Inspection Method screen.


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This is how it looks when it comes back. Part Inspection Methods can be change controlled using the

Engineering Change Notices (ECN) mode. If one or more ECNs exist for the record, the View Change

History button will display them. If no ECNs exist for the record, the View Change History button will be

inactive.


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Part Inventory

If a highlighted part is set up in inventory (meaning it has an Inventory Master record), then double

clicking on Part Inventory in the collection will display inventory information. If there is no record, it will

do nothing. The only data that you can work with in the screen is the Location Code. A part may be

stored in more than one location code, and so you can select the one you want to see.


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Part Language Description

Part Language Description allows you to enter a part description in other languages. You select a

language code, enter the description in that language, and click on OK or Apply to add that record.


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Part Outside Process

Part Outside Process allows outside processes to be entered for a part. A Part Outside Process is

something that an outside vendor does to a part for you.

The Standard Cost here is very important. When a purchase order for this outside process is job charged

at receiving, it will be at this standard cost, not the purchase order unit cost.


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Part Prices

Part Prices refers to selling prices for a part.

The Part Prices screen displays a Toolbar at the top of the screen with different available functions:

New Item: ( ) Use this function if you want to create a new Part Prices record

Delete Item: ( ) Use this function if you want to delete the Part Prices record

The Part Number highlighted on the main display when Part Prices was selected from the collection

displays in the Part Number field. You cannot change it.

Price Category is a broad way of grouping Part Prices, in this case Electrical. Each Category can have any

number of Price Codes. In this case, price code P-100 is for the list price. Electrical has three price codes

in this example. These values come from the Part Price Category and Part Price Code tables

respectively.

Current means that the price is current, and Default means that it will be used on new orders unless

another price is entered.

You may set up as many Part Price records for a part as needed. They will display in the large box on the

left.


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Part Prior Description

When a part description is changed, the system saves the old description. You can look at it here.


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Part Repair Default Disposition

Part Repair Default Dispositions are used by the Repair Manager module. They define how a part is

normally dispositioned for different types of repair. In this example, when doing a major overhaul, this

part will normally be replaced.

The Part Repair Default Disposition screen displays a Toolbar at the top of the screen with different


New Item: ( ) Use this function if you want to create a new record

Delete Item: ( ) Use this function if you want to delete the displayed record

The Part Number highlighted on the main display when Part Repair Default Disposition was selected

from the collection displays in the Part Number field. You cannot change it.


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Part Replacements

The Part Replacements function allows you to define a replacement for a part. This information is used

in the Repair Manager module.

The Part Number highlighted on the main display when Part Replacements was selected from the

collection displays in the Part Number field. You cannot change it.

The Replacement part number is the part number that will be used for replacement.


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Part Revisions

Part Revisions are an important part of the Engineering Change Notice (ECN) process. The Part Revision

process is more thoroughly described there.

The Part Revisions screen displays a Toolbar at the top of the screen with different available functions:

New Item: ( ) Use this function if you want to create a new Part Revisions record

Delete Item: ( ) Use this function if you want to delete the Revision record

View Change History: ( ) If there is data about the revision in the


The Part Number highlighted on the main display when Part Revisions was selected from the collection


See the ECN mode documentation in this manual for more information.


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Part Substitutes

Part Substitutes refers to parts that may be used as a substitute for the highlighted part. As with Part

Replacements, it is used in the Repair Manager module, and is more fully described there.

The Part Substitutes screen displays a Toolbar at the top of the screen with different available functions:

New Item: ( ) Use this function if you want to create a new Part Substitutes record

Delete Item: ( ) Use this function if you want to delete the record

Dependencies: ( ) This is used by the Repair Manager module to designate

the this substitute is dependent upon some other substitute. You can read about it in the

Repair Manager User Guide

The Part Number highlighted on the main display when Part Substitutes was selected from the collection



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Part Supplier Part Numbers

The Part Supplier Part Numbers function allows you to define the part number that your supplier uses

for the highlighted part.

The toolbar works the same as earlier collection items. The Supplier Id must be a valid vendor record in

the system. The symbol beside the Supplier Id box allows you to browse for the vendor record.


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Part Warranty

Part Warranty allows you to define a warranty for the part. These warranties are set up in the Part

Warranties table in System Utilities.

The toolbar works the same as earlier collection items.


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Engineering Analysis

The Engineering Analysis selection in the collection has an outline box which you can click on to see a

series of reports for the part that is open. In these reports, you can double click on an item and it’s

master screen will open with the item displayed.


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Part Main Tree View Buttons

A number of buttons appear at the top of the Part Main Tree View, as shown below.

New

Clicking on this button displays the Part Master screen where you can enter a new part. This is

described in the Part Master section

Open

Clicking on this button displays the Part Browse. This is described in the Part Browse section

Delete

This will delete the highlighted item in the display. Some deletions may be limited by the “Under

Change Control” setting for a part

Explode

Clicking on Explode will cause the bill of material for a part in the display to explode, or expand, to show

the first level of the bill of materials. The picture below shows how an assembly will look after clicking

on Explode. Notice the outline boxes with a plus sign.

The plus sign indicates that there is additional bill of material structure below the BOM Component. If

you click on the outline box, the additional structure beneath that BOM Component will explode, as shown

in the picture below.


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Notice that an additional level is displayed.

If additional BOM structure further down exists, then outline boxes will appear, as appropriate.


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Where Used

If you highlight a part in the display and click on Where Used, and the part is not a BOM Component on

any higher level part, then the following message will display.

If the part is a BOM Component on any higher level part, then the following will display.

This tells you that the part highlighted, in this case 125834, is used on all the next higher level parts

listed.


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Notice that some of the parts listed have outline boxes. This indicates that these parts are themselves

used on higher level parts. If you click on one of the outline boxes, the next higher level will display.

What this means is that 229619 is used on (is a BOM Component of) 116116-A1A, and 116116-A1A is

used on P-1. You could look at it as an inverted BOM display.


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Explode Multi-Level

Whereas the Explode button will explode one level, this will explode the highlighted item down to the

lowest level. You can collapse to higher levels by clicking on the desired outline box.


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BOM List

The BOM list allows you to generate a listing of the bill of materials, which you can print if desired.

When you click on it, the following screen displays. The system will automatically enter the part number

for the highest level displayed, in this case 116116B, but you can type in another part if desired. The All

Parts selection allows you to run this for all parts, but this may be impractical to run if you have a large

number of bills of material. To run it for all parts, you must delete the part number so that the box is

blank, check All Parts, and click on OK. If you check the Show Operations box, the listing will also display

the operations on the routings for all parts in the listing. The Explode Phantoms box defines whether

the listing should explode any phantom bills of material that it finds.

When you click on OK, the following window displays.


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If you check Process in Background and click on OK, the following displays.

This allows the process to run in the background so that it will not slow down your computer. It is

intended for use when the “All Parts” option is selected. Enter the data and it will process in the

background.

For printing a single bill of material, it is quicker to not check Process in Background, and the listing will

process immediately. When it finishes, the following displays.

After you click on OK to acknowledge completion of the report, wait a few seconds and the report will

display. You can use the Print icon on the report display to print it.


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Add BOM

This button is one of the ways to add a BOM Component to an assembly. When you click on it, the Part

Browse displays. The section on Part Browse describes how this works. When you find the part you

want to add as a BOM Component, place your cursor on the box to the left of the part you want and

drag it to the assembly. Just click and hold and drag it. Then you will see this screen.


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Enter the Quantity Per value that you want (how many BOM Components for each assembly), and enter

the BOM Sequence number that you want assigned. The system will sort the BOM Components by

sequence number for the display. Other than how you want the display to look, the BOM Sequence

value doesn’t have any significance.

If other BOM Components already exist for the assembly, a yellow arrow will follow the cursor up and

down the BOM. The program will expect that the BOM Sequence number that you assign will be within

the range where the yellow arrow is located. For instance, if you drop between sequence numbers 020

and 021, the program will expect you to enter a sequence number within this range, such as below.


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Adjust Prices

Adjust prices allows for selecting a range of parts to have their prices adjusted according to category

code, class code, and subclass code. The new prices will be calculated according to the value entered

and based on the current selling price or unit cost. In this case, cost category Electrical, Class 2203, and

subclass TC will be updated.

The grid will show the last records you processed. You can add records by clicking on the plus sign or

highlight a line and click on the minus sign to delete. This allows you to define a range of up to “Costs no

more than ($)” for which you want the multiplier which you enter in the appropriate category box. Here

we are saying that for costs up to 300.00, we want to apply a multiplier of 1.1. and from 301.00 to

1200.00 we want to apply a multiplier of 1.06 for cost category Electrical.

You have the option of selecting a class code to filter out parts for which you would like to update

prices. The class code can be left blank.


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You also have the option of selecting a subclass code to filter out parts for which you would like to

update prices. The subclass code can be left blank.

There are radio buttons for you to select from existing selling prices or unit costs.

If you select to adjust the selling prices from unit cost you can then check the box to not update the

price if the new price will be less than the current price.

Once you select the criteria for selecting the part to update you will fill in a grid that has price or cost

breaks and shows all the part price categories. You should enter a value that you would like to be

multiplied by the current unit price or unit cost to come up with the new price.


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Example


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Part BP2608 Category = Electrical Class = 2203 Subclass = TC Cost = $275


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Electrical Price = $350 Default Price = $375 With the settings selected above this process would try and update part BP2608. Since the unit cost is $275 it would fall into the first row of the grid. For electrical, had we selected unit cost, we would have calculated the new cost as $275 * 1.06 = $291.50. With the option selected to not update if the new price is lower than the current price this record should not be updated. Had we selected sales price, the calculation for the new price would be $350 * 1.1 = $391. The program will save the values from the grid by user so the next time this is run the values will default

to the grid.

Print Tree

Clicking on this button will create a printed display of the tree view.


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Costing

This button allows you to print a report that shows rolled up costs for a bill of material, and to update

costs according to the selections you make on the screen below.

The part number highlighted on the screen is written to the first Part Number field. You can run it for

that part number only, or add two more. If you clear the part number and check “All Parts”, the entire

database will be printed. This may not be a good idea.

The Format box enables you to select what will be included on the report that will be generated.

In the Make For Inventory box, you can select whether only the engineering system will be updated

(Part Master), or Engineering and Inventory. If you select “Update Engineering And View Proposed

Inventory Changes”, a screen will display after the report runs showing the result of the changes.

If you select to update Engineering and Inventory, the update to both will be done as the report runs.

Again, the general ledger will not be updated.

When the report runs, if you see the characters (op) beside a BOM number, then that BOM is for an

outside process.


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MRP Report

This button opens this window, which provides for running the Material Requirement Explorer Query.

This screen is described in the Purchasing Manager manual under MRP, and the button “Expanded MRP

Report”.

Material Analysis

This button runs the Material Analysis program. It is described in the Purchasing Manager manual under

MRP, and the button “Material Analysis”.


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Add Stock

Clicking on this button will display the screen below, with all the Part Master records that are marked as

Stock but do not have inventory records. You can add the inventory records here. Find the parts in this

display for which you want to create inventory records and enter the necessary data.

You need to check certain boxes to insure that each inventory record is set up properly. If the item will

be lot controlled (most are not), then check the Material box; otherwise, check the Stock box. Check

either average cost or standard cost. If you are not sure, check standard cost. Don’t check Tax Code at

this time. If the part is to be manufactured for stock, check the manufactured box. You also need

Location Code and Account. Click on these places in the display and a dropdown will show you the

choices. Click on OK and one or more inventory records will be created.


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Legend

Clicking on Legend displays this information telling you what the various colors and symbols mean.


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Part Explorer

Part Explorer provides a wide range of information about the highlighted part on a single screen.


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Right Click Options in Parts

In Parts mode, you can right click on the display and get a menu of things you can do.

Explode

Clicking on Explode will cause the bill of material to open, showing the bill of material components.

Where Used

If you highlight a line on the display, then right click, then click on Where Used, you will get this display. The display lists all the next higher level part numbers where the highlighted part is used.


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Save Structure As

If you highlight the line at the top level of a bill of materials, right click, and click on Save Structure As,

you will get this screen. You can make a copy of the bill of materials with different part numbers for the

“nodes” in the structure. All you do is enter a new part number in the New Component column, and

that part number will be created with the BOM copied.

Run Purchasing Analysis

This allows you to run the Purchasing Analysis module for the highlighted part. See the Purchasing

Analysis User Guide for more information.

View Active Drawing

This will display the active drawing for the highlighted part. The active drawing is defined by the Part

Drawing records in the collection.

Update Revisions

You can highlight a part on the display and right click and click on Update Revisions and this screen will

display. Here you can update the Revision on the highlighted part.


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Locate Part

If you right click and click on Locate Part, this screen will display. Enter the text you want to find and

click on the Find button ( ). The next part in the display with that character string in it’s

description will be highlighted. You can click on Find Next ( ) to find the next one.


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Special Functions In Parts

Variable Dimensions

You may use common metal shapes such as plate, round bar, flat bar, etc. which you buy in standard

lengths or sheets or plates, and cut to size as needed. In a simple bill of material system, the only way

you can define this is to say that you need .5 (meaning half) of a sheet, if you cost by the sheet, or 50

pounds, if you cost and buy it that way. The problem is that this doesn’t tell you anything about the

actual size to cut. To capture all the cut size data, you would have to create a new part number for each

different cut size, and that causes other problems. Variable Dimensions solves these problems.

The Variable Dimensions function allows data to be added to a bill of material item that is unique to that

bill of material item. The bill of material item part number may be used on many bills of material, and

the variable dimension data may be different on each bill of material. When a work order is created for

the parent item in the bill of material, this variable dimension data is copied to the new work order.

The Part Master screen has three fields devoted to this functionality. One is EngineeringUOM , and the

other is EngineeringConversionFactor. Consider the example of a piece of 1/2” flat bar. The inventory

unit of measure might be pounds, but the EngineeringUOM is IN for inches. IN is set up as a length unit

of measure. The conversion factor is the quantity of Engineering UOMs required to make an Inventory

UOM. In this example, the bar weighs 3.65 pounds per inch, so the conversion factor would be 3.65.

Another example would be an item with an EngineeringUOM of SQFT, for square feet. SQFT would be

set up as an area unit of measure. In this case, the plate might weigh 76.23 pounds per square inch, so

the conversion factor would 76.23. The third is VariableDimensions.


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Variable Length Part

This is the Part Master screen for a Variable Dimension part. Note that Variable Dimensions is checked

on and a conversion factor has been entered. Notice also that IN is a variable length only unit of

measure, as described on the next page.

If VariableDimensions is checked on, then EngineeringUOM and EngineeringConversionFactor may not

be blank. If EngineeringUOM = PartMaster.UnitOfIssue, then the EngineeringConversionFactor will

default to 1.


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We should stop here to cover units of measure briefly. The System Utilities table for units of measure is

shown below. Note that a unit of measure may be a length UOM, an Area UOM, or neither. IN for

inches is defined as a length unit of measure.


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Our variable dimension item has been added to the Bill of Material below. It is the last item on the bill.

If we highlight it and click on Bill of Material Components in the collection, the Bill of Material

Components screen displays.


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If the Bill of Material Component is a Variable Dimension item (Variable Dimensions is checked on in

Part Master), then a special Bill of Material Component screen displays. Notice that Quantity Per is not

editable. This is because the system has calculated the Quantity Per value from the variable dimensions

data. Quantity Per will always be in the Inventory UOM, in this case LB for pounds. This entry says that

we will need 120.45 pounds of part number 564896.

Notice the Variable Dimensions data at the bottom of the screen.


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This data says that we will need 2 pieces of this ½ x 4” bar, rough cut to 16.5 inches, and finish cut to 16

inches. The bar weighs 3.65 pounds per inch, and we need 33 inches, so we will need 33 x 3.65 = 120.45

pounds from inventory.


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Variable Length and Width Part

Notice the part below. The “Inventory” UOM here is also pounds. This actually is a buy part, but the

word inventory is used to mean how we buy and cost the part. The Engineering UOM here is SI for

square inches. This material weighs .468 pounds per square inch.


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This item has been added to our Bill of Material. Notice the Variable Dimensions data at the bottom.

Notice that the length and width fields are in bold here, meaning both are required. A Drop-Off factor

of .20 has been entered. The system now calculates the pounds of material we need as 42.5 x 21.5 x

1.20 x .468 = 513.162, which we see in the Quantity Per field.

When work orders are created for a bill of material with variable dimension components, the same logic

is applied to calculate the actual material needed. This is described in more detail in the Job

Management and Control manual.


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Outside Processing

The Outside Processing functionality allows you to define a part as requiring outside processing by

adding one or more Outside Process Codes to the part. When work orders are created, the program

checks to see if any Outside Process Codes have been assigned to each part involved. If they have, then

the program not only creates a work order bill of material record for the part, but it also creates a work

order bill of material record for each Outside Process Code. If the part with an Outside Process Code is

the end item in the BOM structure (a release line item), then a separate work order is created for that

part. That separate work order will have a work order bill of material record for the part itself, and one

work order bill of material record for each Outside Process Code on the part. If the part with an Outside

Process Code is not the end item in the structure, then one additional work order bill of material record

will be created for each Outside Process Code, and that work order BOM record will be on the same

work order.

When the Outside Process is not for the End Item

As an example, part number 465881 is a part that requires plating. A Part Outside Process (from the

collection in Parts mode) has been added as shown below.


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This part is in the bill of material for part 125834. In our example, 125834 is a line item on a job. When

work orders are created for this line item, the display in Job Management and Control looks like this.

Notice the “Outside Processes” symbol on the display. This indicates that one or more outside

processes are required on work order 0001.


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If we click on the outline box to expand the display, we see that there is one outside process, and it’s

BOM item (sequence) number is 030. The other 29 are the BOM components on the work order, and

the part requiring the outside processing, 465881, is one of them. Also note the wording “(origin item

019)”, which indicates that 465881 is BOM item 019.


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If we double click on WOP Bill of Material in the collection to open the BOM item, it looks like this.

Notice that the create work order process got the Category and the Unit Cost from the Part Outside

Process entry that we looked at earlier. In addition, it checked the Buy Part box, and gave it a Unit of

Issue of EA.

This work order BOM item will then flow through the purchasing process like any other purchase to job

item.


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When the Outside Process is for the End Item

If we take the same data and add a Part Outside Process to the end item, 125834, we get an additional

work order. First, we will add a Part Outside Process to 125834.


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Now when we create work orders, we get the result below. Since the end item has an outside process,

we get an additional work order as a “home” for that outside process.


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Job Costing of Outside Processing

The costing of Outside Process PO items is different from other purchase to job costing. Whereas

normal purchase to job receivings charge the job at the purchase order price, outside process PO items

charge the job at the Standard Cost set up for the outside process in the Parts and Change Control

module.

The variance between the purchase order unit cost and the standard cost should be handled during the

invoice entry in Accounts Payable.


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Routings

Our goal in all this is to be able to create work orders which define the work that is to be performed.

The work orders will be the basis of our scheduling, costing and work completion measurements. A

work order is made up of three main components, the header, which describes the overall work to be

done, a bill of material, which describes the materials we will need, and a routing, which describes how

the work will actually be performed. In this section, we are focusing on the routing.

An operation is a task or a step on the routing to be performed. In general, the operation record tells us

the work center in which the work will be performed, how many hours are required to do it, how many

workers we need, how many pieces will actually be worked on, and a description of the work.

A routing is a collection of operations grouped in the order in which they will be performed. When a

work order is created, a routing must be selected by the system, and copied to the work order.


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Getting Started

The first thing to do is to think about the level of detail you want in your routings. This will determine

how you structure your work centers, and how much detail you will put into each operation. There is no

right answer for everyone. Every factory is different. You don’t want every piece of detail in the system.

That’s what drawings and specification documents are for. You want enough detail to tell the workers

what to do next, and where to do it, but not every little detail about how to do it. We also want enough

detail to allow us to determine where we are in the completion of a work order. Having said that,

sometimes you may have an assembly operation that requires 200 man-hours, and takes place in your

main factory bay, and may have electrical, mechanical, hydraulic, and other specialties involved in the

200 hours, and this may be the right thing to do for your business.

When employees charge labor, either by turning in their time cards or using Datacap, they are charging

their time to routing operations. You could start out with having only one operation per routing, but

then you wouldn’t have much detail about the cost of each part of the work .


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Work Centers

Work centers are created in the Resources module, and the details of work center creation are in that manual. The screen for work center creation is shown below. In most cases, you can figure out what is a work center based upon the way you and your people talk about the shop floor. If you hear people referring to a press break when talking about shop loads or bottlenecks, or a paint line, or the machine shop, then those things probably should be work centers. If you have some odds and ends engine lathes, milling machines, etc. in the machine shop, and you never run more than one or two at a time, then each of those machines should probably not be a work center, but rather the machine shop as a whole. However, if there is a critically loaded automatic turning center in that shop, it should be a work center.


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Another consideration in work centers is cost. When work is performed in a work center, two elements

of cost come into play. One is the direct cost per hour, which is intended to be the cost of the labor plus

direct consumables. The labor cost may be the employees actual payroll cost, or a standard cost which

would include an average payroll cost, fringe benefits, and direct consumables. The other cost element

is indirect, or burden, cost per hour. This normally includes the supervisory costs, equipment

depreciation, and absorption of other indirect costs. These hourly rates are established by work center.

Therefore, you should consider the costing elements when determining work centers.

Once you have defined the work centers, the rest of it usually falls in line without a lot more thought.

For each work center that is required to do the work, you will need an operation. Some of the

important fields in the operation record are described below. Operations are part of a routing, and the

routing is assigned to the part.

Setup Time

Setup time is the time in manhours required to set up the work center prior to beginning the actual

work. It may be the time required to get tooling out of storage and installed, or to mix paint, or to

gather the required materials. When the system calculates the required hours, setup time is considered

only once, regardless of the quantity of units to be produced. There may be some operations that do

not require setup time. When getting started, it is more important to get something in for times, even if

you don’t have an exact time. Take your best guess and move on.

Run Time

Run time is the time in manhours required to produce one unit. Therefore, when the system calculates

the required hours, run time is multiplied by the number of units to be produced. Just like with setup

time, you may not have data to produce an exact time, so take your best guess and get going.

Crew Size

Crew size is the number of people that will work in the work center on a single work order operation. If

a welding operation requires a welder and a helper, then the crew size is 2.

Description

This is the description of the work to be done. There is also a Long Description that you can use to enter

very long descriptions, or pictures, or other images. In most shops, these details are on the drawing,

and long description is not needed, but you can use it if you like. If long description exists, it will print on

the standard work order.

Operation Id

The best format for this is 0010, 0020, 0030, etc.


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Jump Right In

If routings are new to you, don’t worry about it too much. Get something basic started, and you can

always change it later.


There are no configuration settings that you need to consider for routings as you are getting started.

Table Entries For Routings Mode

Routing Operation Process Code (Routing Operation Process Code table) - You can use the

Process Code to group similar processes for reporting purposes. You can use the Work Centers grid

to identify the work centers for which the code is applicable. When you select the work center for a

routing operation, the Process Id field dropdown will list the process codes set up for that work

center.


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Routings and the Commonly Used Collections

The Routings module allows the user to add, edit and maintain Routings in the system. This section will

focus on the most commonly used Routing collections, Routing Header and Routing Operations. These

are the collections that define the minimum data required to create work orders.

Routing Browse

Click on Open to display the Routing Header screen.


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There are two icons on the upper right. The one on the left will change the display to full screen.

The one on the right will close the screen.

Notice the Routing Id field at the top.

The down arrow beside the field will list the most recently selected routings.


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You can use the Revision and Description boxes to enter search criteria. The percent sign (%) is

considered by the system as a “wild card”. Therefore, if you enter the word FAB, followed by a percent

sign, as shown below, the system will find all the routings beginning with FAB and display them in the

lower box.


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Similarly, putting percent signs on both sides of a word, will find routings with that word imbedded.


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Routings Main Tree View

The central pane displays the Routing. The right pane displays the list of Collections for the Routing,

highlighting in bold those with data for the selected Routing.

As with parts, you can highlight something that you want to see and double click on it’s name in the

collection.

Notice that the toolbar on this display has a number of buttons. They are described in the section

“Routings Main Tree View Buttons”.


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Routing Header

This is the Routing Header screen.

The Routing Header screen displays a Toolbar at the top of the screen with different available functions:

New Item: ( ) Use this function if you want to create a new Routing Header record


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Save As: ( ) The Save As icon allows you to copy the routing to a new routing id. When you

click on it, the screen below displays, where you can enter the new Routing Id and Revision, click

on OK, and a new routing with the same operations will be created.


View Change History: ( ) If information on the routing is in the ECN

module, it will display when you click here.

Add Operation: ( ) When you click on this, the Routing Operation – Main

screen will open and allow you to add an operation. See the Routing Operation section for more

information.


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Let’s talk about entering a new routing.

To create a new Routing Header, the following required fields need to be populated:


Routing Id – A combination of numbers and letters up to 36 characters.

Revision – A combination of numbers and letters up to 8 characters.

The other fields are not required, but are very important.

Routing Type – This defines the normal use of the routing. For manufacturing operations, it is

always Assembly/Make. The other types are for repair related activities in the Repair Manager

module

Description – This is a 255 character field for description of the routing

Released for Production – When the routing is finished and ready for production use, this box

should be checked. The create work order process will not use a routing that does not have this

box checked


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Under Change Control – If this box is checked, then substantial parts of the routing and it’s

operations cannot be changed in the Routings mode, but must be changed in the Engineering

Change Notices (ECN) mode

Learning Factor – This is a value which you may want to maintain to indicate how long it takes

employees to develop a familiarity with the work on a routing. It is not used by any of the

programs

Inactive – If this box is checked, the create work order processes will not use the routing in

creating a work order

Backflush Labor – This allows you to charge labor for work orders without performing the

normal labor collection procedures. See the section of the same name.

Special Routing Description – This box allows an almost unlimited amount of text to be added to

the routing header


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Backflushing Labor

You can set up the system to charge labor based upon run and setup times on the operations without

making the actual labor transactions. You can select which routings are subject to this backflushing by

checking the Backflush Labor checkbox on the routing header.

Next, you must go to System Configuration, Shop Floor Control, and Production, where this screen will

display. Notice under Backflushing, you have two options, by Release, and Automatic Backflush at work

order Creation. If you check Automatic Backflush at work order Creation, the labor will automatically be

charged when the work orders are created. See below for the release option.


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If want to backflush all the labor in a release, Select the Backflush By Release mode of the Labor

Collection module.

The screen below will display. If you leave Work Order blank, it will backflush all of them.

The box labelled “Include Ops NOT flagged for Backflushing” allows you to have an additional

backflush option. If you leave it unchecked, then only operations on routing headers with Backflush

Labor checked will be backflushed. If you check it on, then all operations on the release (or work

order) will be backflushed, even if Backflush Labor on the routing header is not checked.


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Routing Operations

A routing has one header and one or more operations. This is the Routing Operations screen.

The Routing Operations screen displays a Toolbar at the top of the screen with different available

functions:

New Item: ( ) Use this function if you want to create a new Part Master record


Open Operation: ( ) If you want to work with a different operation on the routing, you can

use this as a shortcut to get to the other operation.


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User Defined Fields: ( ) Use this function to access the User Defined Fields form and enter

the desired values. The red tick indicates UDFs already have values for the selected Operation

record

Navigator: ( ) Use these controls to move along the list of Operations. These controls

move to the Previous or Next Operation record on the routing

Add Long Description: ( ) You can use this to add a much longer

description to the operation. See the section “Add Long Description” for details

Standards: ( ) See the section “Standards” for details

Change History: ( ) If there is information regarding the operation in the

ECN mode, then clicking on this will display it.


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Next is entry of a new operation.

To create a new Routing Operation, the following required fields need to be populated:


Operation ID – A combination of numbers and letters up to 4 characters

At Work Center – This indicates the work center in which the work will be performed. See

the section on Work Centers

All other fields are not required but provide extensive information about the Routing Operation record:

Label – You can use this to label an operation as being of a special type, so that operations

can be selected for special reporting purposes.

Outside Process – This box does not do anything. See the section on Outside Processing

Use Machine Id – If a work center has multiple machines, they can be defined in the

Resources module, and you can select one here, but it does not affect the system processing

At Department – When you select a work center, the system will fill in the department for

you


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Process Id – You may select an entry from the Routing Operation Process Code table

Add/Removed/Replaced – If this operation was added, removed, or replaced by the ECN

system, the appropriate box will be checked. You cannot change it

Inspect Setup – The Quality Assurance module allows you to define inspections to be

performed for an operation. Inspect Setup indicates that the inspection is to be performed

on the setup before the work begins

Inspect Run End – This indicates the an assigned inspection is to be performed after the

work is completed

Inspection Operation – Checking this box indicates that the operation itself is an inspection

Apply Learning Factor – This is for your information, and checking or unchecking it will not

affect the system

Setup Time – See the section with this name

Run Time – See the section with this name

Conversion – A converting operation is one that converts the work from one quantity to

another. An example might be a cut-to-length operation. Assume we are cutting 20 foot

lengths of bar into 1 foot lengths. At the operation where we do the actual cutting, we have

a conversion factor of 20. When the employee reports labor on that operation, he or she is

asked for the quantity. On operations prior to the actual cutting, the system was expecting

a quantity of 1 for calculating earned hours. However, on the cutting operation, where the

conversion is 20, the system will be expecting a quantity of 20 to be entered for full earned

hours calculation

Crew Size – See the section with this name

From Revision/Thru Revision – You can set an effectivity range for whether this operation

will be included in work order creation


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Add Long Description

The button of this name will display a screen where you can enter a much longer description.

This is the Routing Op Long Description screen.

You have icons at the bottom, from left to right, for Font, Cut Text, Copy Text, and Paste Text. These

buttons allow you to work with text within the long description, or from your clipboard.


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Standards

This is the Operation Standards screen. Here you can enter some additional information for your

records. The only one that affects any of the system processing is the Standard Pre-Op Queue Time.

The scheduling system will calculate Queue Time for a work order operation. After it schedules the

previous operation, it will allow the Queue Time to elapse prior to looking for a place in time to schedule

the operation. This Queue Time calculation is based upon the sum of the Standard Pre-Op Queue Time

entered here, and the Queue time for the work center in which the operation is to be performed.


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Routings and the Other Collections

In Routings mode of Parts and Change Control, the two basic collections of Routing Header and Routing

Operations are required in order to create work orders. A number of other collections exist for the

purpose of maintaining additional data which you may find useful.

Routing Documents

Routing Documents allows you to attach electronic documents to the routing header. Highlight the

routing header and double click on Routing Documents in the collection.

The Routing Documents screen displays a Toolbar at the top of the screen with different available

functions:

New Item: ( ) Use this function if you want to create a new Routing Document record

Delete Item: ( ) Use this function to delete the Routing Document record currently displayed


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View Change History: ( ) If there is information about the routing in the

ECN mode, clicking here will display it.

There are two icons which are very helpful.

Find Document ( ) will allow you to browse to the document you want to attach. When you have the

file open where the documents are stored, you can also drag the document and drop it in the grid area

on the bottom left of the screen.

Preview in Browser ( ) will allow you to look at it.

The system does not require any of the following fields to be populated, but without a Document Id,

Description, and URL_Document path, this function will not be very useful.

Document Id – Enter a value that will allow the document to be recognized

Description – Enter a description of the document

URL_Document – Browse to the document using the Find Document icon, and the system

will write the path.

From Routing Revision/Thru Routing Revision – This defines a range of revisions. The create

work order process uses this to determine whether to include the document on the work

order

Mandatory Display – This button does not affect system processing


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Routing Op Long Description

Highlighting a routing operation and clicking will display the Routing Op Long Description screen.

You have buttons at the bottom, from left to right, for Font, Cut Text, Copy Text, and Paste Text. These


Routing Operation Long Descriptions can be controlled by the ECN process if the Under Change Control

box is checked for the Routing Header. This will allow changes only via the ECN mode. If changes exist

in ECN mode, clicking on View Change History will display them.


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Routing Operation Documents

Just as electronic documents can be attached to the routing header, documents can also be attached to

routing operations. This is the Routing Operation Documents screen.

The Routing Operation Documents screen displays a Toolbar at the top of the screen with different


The Routing Documents screen displays a Toolbar at the top of the screen with different available

functions:

New Item: ( ) Use this function if you want to create a new Routing Operation Document

record

Delete Item: ( ) Use this function to delete the Routing Operation Document record

currently displayed


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View Change History: ( ) If there is information about the routing in the

ECN mode, clicking here will display it.

This works exactly like Routing Documents. See that section several pages earlier.


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Routing Operation Equipment

In the Resources module, you can set up equipment, tools, and fixtures, and then attach then to operations. When a work order is created with operations, the equipment, tools, and fixtures attached to the operations are copied over to the work order. This is the Routing Operation Equipment screen. You have the usual New and Delete buttons at the top.

If you click on the icon beside the Equipment Code box, the Equipment browse screen displays.


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This is the Equipment browse screen. You can use the percent sign (%) to help you find a piece of

equipment by part of it’s name. Location Code may be helpful as well.

Equipment can be controlled in the ECN module, and, if it exists, the View Change History button will

display it.


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Routing Operation Fixtures

A lot of what can be said about equipment also applies to fixtures. You can define which is which any way you wish.


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Routing Operation Inspection Methods

An inspection method describes how an inspection is to be performed. These methods are entered and

maintained in the Quality Assurance module. These methods can then be attached to routing

operations so that the employees performing or inspecting the work can see the inspection methods.

Routing Operation Inspection Methods may also be controlled by the ECN system if Under Change

Control is checked on for the Routing Header. The View Change History will display this information if it

exists.


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Routing Operation Kits

A kit is a group of one or more parts that are required when certain work is to be done. As an example, if you remove the cylinder head from an automobile engine, you must then replace the several gaskets that are disturbed. This is called a head gasket kit. You can create kits in the Kits module. Kits consist of one kit header and one or more kit parts. A kit can be attached to a routing operation in this screen. When a routing operation is included on a work order in the Repair Manager module, and that operation has one or more kits, then the parts in the kits are added to the bill of material for the work order. As of this writing, work orders created in the Job Management and Control module will not have the kit parts added to the work order bill of material.

The View Change History button will display change history information from the ECN module if it exists.

See the Repair Manager manual for more information on Kits.


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Routing Operation Skills

These are employee skills. Employee skills may be created and linked to employees in the Resources

module. As with Equipment, Tools, Fixtures, and other entities, skills are copied to work order

operations at work order creation time.

The View Change History button will display change history information from the ECN module if it exists.


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Routing Operation Tools

Routing Operation Tools work just like Equipment and Fixtures. See those sections for details.

Routing Same-As-Except

See the Same As Except Routings section of this manual for details.


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Routings Main Tree View Buttons

A number of buttons appear at the top of the Routings Main Tree View, as shown below.

New

Clicking on this button displays the Routing Header screen where you can enter a new routing. This is

described in the Routing Header section

Open

Clicking on this button displays the Routing Browse. This is described in the Routing Browse section

Delete

This will delete the highlighted item in the display. Some deletions may be limited by the “Under

Change Control” setting for a routing

Where Used

Clicking here will display the Routing Where Used screen. The box lists all the Parts where this routing is

used.


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Add Std Op

Standard operations are operations which may be used on many different routings. They are described

in the section of that name. The Add Std Op button will display the standard operations and allow you

to drag and drop one on the the displayed routing. Click and hold the one you want and move the

mouse pointer to the operation after which you want the standard operation added. A yellow arrow

will display beside the operation over which you have moved the mouse pointer. Release the click and

the operation will be added.


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Legend

Clicking Legend will display the legend which tells you the meaning of the symbols on the display.


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Same As Except Routings

In repair situations, the routing may need to be tailored to the repairs needed. A routing might have all

the operations needed to repair everything that could be wrong with the item, but only certain ones are

needed, depending upon the repairs needed. Even in manufacturing situations, you may need only

some of the operations on a routing, depending upon which variation of the item is to be manufactured.

The “Same As Except Routings” functionality provides this.

Same As Except Definitions

To set this up, begin by defining all the different variations of the routing that you think you will need.

Then in Routings mode in the Parts and Change Control module, access the routing, highlight the routing

header, click on Tools on the toolbar, and select “Routing Same As Except Definitions”. The SAE

Definition Update screen displays. You can see below that we have four variations of the routing. The

first one, called A, will include all the operations on the routing. The second one, B, is to manufacture

the Type 6 variation of the item. Finally, D includes only the operations that we normally use to repair

the item.


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If the sole use of the routing is for repair, then the definitions might look like this.


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Same As Except Details

Next, tell the system which operations go with which definitions by highlighting the routing header and

double clicking on Routing Same-As-Except in the collection. Then determine which operations are

required for each definition (see the A, B, C, D across the top) and check them.

When you create work orders for a part that has this routing, the system will ask which definition (A, B,

C, or D) you want to do, and it will include only those operations for that definition.


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When you create work orders for a part with a same-as-except routing, the work order dialogue shows

you this so that you can select which definition you want to do.

When you click on the Open Work Orders button, only the operations that are checked for the selected

definition(s) will be included on the work order. You may select more than one, but you must select at

least one.

Manual Work Order Creation

If you manually add a work order and the selected routing is a same-as-except, you will the same

display.


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Drawings

The Drawings mode allows you to maintain records of your drawings and their revisions, and to link

them to parts. This link to parts will automatically print the current drawing revision on work orders for

making the part and on purchase orders for buying the part. These are the fundamental reasons for

using this module, rather than depending solely on the CAD system for storing this information.

Getting Started

The drawings module is made up of four simple things:

Drawing Master – The master record for the drawing. There will be one of these for each

drawing

Drawing Revisions – The records of changes to the drawing. There may be many of these for

each drawing.

Drawing Items – These are items, or “balloon numbers” which might appear on an assembly

drawing. Since this data is normally in the bill of materials for an assembly, most people do not

use this function.

Drawing Control – This maintains a record of the drawings (and revisions) which have been

released to the shop floor. If a drawing is modified, then the Drawing Control records will tell

you what drawings are on the shop floor, and need to be replaced.

Maintaining Drawing Masters and Drawing Revisions is essential for a beneficial use of Drawings mode.

Drawing Items is of lesser value, and you will have to decide whether Drawing Control is worth the effort

to maintain the data.

The system will automatically assign drawing numbers for you, but by the time you are ready to enter

drawings into Jobscope, the drawing has already been created in the CAD system, and so it already has a

drawing number. If you have a drawing number scheme that you like, there is no need to change it. The

drawing number in Jobscope may be any combination of alpha and numeric characters up to a

maximum of 25. Certainly the drawing number in Jobscope should be the same as the one in CAD.

Same for revisions. Jobscope provides for defining the URL to the drawing in the CAD system.

The drawing revision format can be anything you like, but most people use A, B, C, etc., or 1, 2, 3, etc.

The revision field is any combination of alpha and numeric characters up to a maximum of 8.

There are four fields in the Drawing Master that can be very helpful in finding drawings. They are

Drawing Class, Category, Size, and Key Word. Each of these must be set up ahead of time in the system

so that when you enter a new drawing, the system will list the available values for these fields. Think

through how you want to use each one before you start.


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Drawing Revisions Versus Part Revisions

If you are maintaining drawing revisions, then that information should be all that you need for revision

history on an assembly. The Part Revision functionality maintains change information on revision levels

for the part itself, but you may not need that if you have drawing revision detail. You may want to omit

Part Revisions from your procedures, maintain drawing revisions, and simply change a part bill of

material when a change occurs.

The Map Master module will load drawings from an Excel spreadsheet, and is useful if you want to use

the Drawing Items (balloon numbers) functionality in Jobscope, because you can download a drawing

and it’s items from the CAD system to Excel, then upload them into Jobscope using Map Master.

However, most people don’t use the drawing items functionality (because you already have the bill of

materials), and therefore they simply enter the drawings and revisions.

As you enter the drawings, go into Parts mode, open the part or parts that the drawing describes, and

click on Part Drawings in the collection to link the drawing to it’s parts (see the Part Drawing section

under Parts and the Other Collections).


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There are several configuration settings that you will want to set in System Utilities before you start.

Under Engineering, and Parts and Change Control, notice the line that starts with “Assign Drawing

Number Sequentially”. As mentioned in the previous section, almost everyone would leave this

unchecked, since the drawing numbers are normally assigned in the CAD system. However, there is a

very useful setting to the right of this, labeled “Baseline Drawing Revision”. If this is set to 1, then when

you create a new drawing, a revision record will be created with a revision level of 1. If you set it to A,

then the new drawing will automatically get a new revision level of A. This is very useful, but you have

to think about the revision levels of your existing drawings. If Baseline Drawing Revision is set to 1, then

you will get a revision record for 1 when you enter the existing drawing, and then you can enter a

revision to reflect the current revision.


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Also in System Utilities, under Materials and then Purchasing, notice the “Include Drawing Number and

Revision on PO Item”. You probably want to check this on.

You don’t need to make a setting to put the drawing and revision on work orders. It does this

automatically.


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Table Entries For Drawings Mode

There are four tables that you may want to use.

Drawing Categories (table 1013) – These entries might be Assembly, Detail Part, Purchasing, etc.

Drawing Classes (table 1012) – This is another way that you may want to classify drawings.

Drawing Sizes (table 1014) – This might be A, B, C, D, E, etc. or however you like to define sizes.

Keywords (table 1008) – These might be Feed, Drive, Motor, etc.

Drawings Main Tree View

Here is the main view for Drawings. A drawing and it’s two revisions are displayed.

Notice the toolbar at the top. This is described in the section “Drawing Main Tree View Buttons”.


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Drawing Master

This is the Drawing Master screen.


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The Drawing Master screen displays a Toolbar at the top of the screen with three available functions:

New Item: ( ) Use this function if you want to create a new Drawing Master record

Delete Item: ( ) Use this function to delete the Drawing record currently displayed


information to the Drawing record. The red tick indicates UDFs already have values for the

selected Drawing record

To create a new Drawing Header, the following required fields need to be populated:


Drawing Number – A combination of numbers and letters up to 25 characters

Drawing Class – You must select an entry from the dropdown. The dropdown entries are

from table 1012. If you don’t plan to use Drawing Class, then put a blank entry in the table,

and the system will allow you to leave it blank

Drawing Category – Same as Drawing Class except table 1013

Drawing Size - Same as Drawing Class except table 1014

Key Word - Same as Drawing Class except table 1008


Released – You can check this to identify the drawing as released, but it does not affect the way

the system processes

Description – You should enter a description of the drawing. It may be exactly the same as the

description in CAD

Engineering Change Number (ECN) – You can link this drawing to a valid ECN using this field. The

browse symbol ( ) beside the field allows you to browse the ECN system.

Engineering Release – You can also link an Engineering Release to the drawing. Again the ( )

button will browse engineering releases

Part Number – This identifies the primary part that the drawing describes. You should note that

an entry here will not create a Part Drawings record in the Parts module. Those records, which

constitute a formal link between a drawing and a part, must be created and maintained in the

Part Drawing collection in the Parts mode

Part Revision – You can enter a part revision here

Job Number – If the drawing is linked to a particular job number, you may select that job here.

The ( ) will browse for the job


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Product Line – You can select a product line associated with the drawing. The dropdown will

display product line codes from table 2002 in System Utilities

Date Approved – You can use this to store the date the drawing was approved

URL – This is the path to the drawing in the CAD system. The ( ) will allow you to browse for

it. The ( ) will display the drawing

Opened By – The system will write the user id of the person entering the drawing here

Opened On – The system will write the date the Drawing Master was opened (entered)

User Defined Fields – The system will list any user defined fields set up for the Drawing Master

Drawing Revisions

On the main display below, notice that the diplayed drawing has a revision, A.


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If you hightlight one of them and double click on Drawing Revisions in the collection, the Drawing

Revisions screen will display.


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This is the Drawing Revision screen.

The Drawing Revisions screen displays a Toolbar at the top of the screen with two available functions:

New Item: ( ) Use this function if you want to create a new Drawing Revision record

Delete Item: ( ) Use this function to delete the revision record currently displayed


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information to the Drawing record. The red tick indicates UDFs already have values for the

selected Drawing record

Set As Active Drawing: ( ) Clicking this will set this revision as the active revision for the drawing. . In Parts mode, you can use the Part Drawing function in the Part collection to link a part to a drawing. That link has a place for a drawing revision. When you enter a drawing revision, if you click on Set As Active Drawing, all Part Drawing links for the drawing will be updated to the displayed revision. This is very important in keeping these Part Drawing records current because the purchase or drawing revision and the work order drawing revision both come from the Part Drawing records.

To create a new Drawing Revision, the following required fields need to be populated:


Drawing Number – The system will write the drawing number from the main display

Drawing Revision– Enter the desired revision


Released – You can check this to identify the revision as released, but it does not affect the

way the system processes

Description – Enter a description of the changes in this revision. It doesn’t have to have

every detail, just enough for you to recognize it. You may enter any combination of alpha

and numeric characters up to a maximum of 255

Part Number – If a part number is logically associated with the revision, such as a part of the

assembly that was modified, you can enter it here

Date Revised – The date the revision was made. The system will default to the current date,

but you can change it

Date Approved – The date the revision was approved. The system will default to the current

date, but you can change it

URL Drawing – The URL path to the main drawing is in the Drawing Master. If another

drawing needs to be linked also, or you just want to reenter the main drawing, you can

enter it here. The two buttons beside the box work just like for the master

Opened By – The system writes the user id of the user who entered the revision

Opened On – The system writes the date the revision was entered


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Drawing Items

The most common reason for using the Drawings mode is to help insure that the proper drawing and

drawing revision is called out on work orders and purchase orders. You must maintain Drawing Masters

and Drawing Revisions to do this, but you don’t need Drawing Items to do it.

Drawing Items list the component parts on a drawing. Some people call these “balloon numbers”. Since

this information is in the Jobscope bill of materials, drawing items may not be needed. However, if you

decide to use them, here’s how they work.

Another thought is that, if you are going to use them, you can use the Map Master module to upload

them. You may be able to download them to an Excel spreadsheet using the CAD system, then upload

them into Jobscope using Map Master.

This is the Drawing Items screen.

The New and Delete icons at the top work the same as on the Drawing Revisions screen.


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To create a new Drawing Item, the following required fields need to be populated:



Drawing Revision– The system will write the revision number from the main display

Item Number – This would normally be the item number in the Jobscope bill of materials,

but it can be whatever you like


Drawing Part Number – This would normally be the balloon number on the drawing Part Number – The part number for the drawing item

Part Revision – The part revision for the drawing item

Description – The system will write the description from the part master for the item

Unit of Issue – You can select a valid Unit of Measure from the dropdown

Quantity – The quantity of the unit in the assembly

Vendor – You can enter a vendor code of up to 10 characters. It does not have to be a valid

vendor master record

Vendor Part Number – You can enter the part number the vendor uses to identify the part

Catalogue Number – You can enter a page or other reference to the vendor’s catalogue

URL Catalogue – If the vendor’s catalogue is online, you can enter the path

Comment – This can be whatever you like


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Drawing Control

As has been said before, the things that you need to maintain to help insure that your work orders and

purchase orders have the correct drawing number and revision are Drawing Master and Drawing

Revisions. Drawing Control does something different. It maintains a record of the drawings (and

revisions) which have been released to the shop floor or forwarded along with a purchase order. If a

drawing is modified, then the Drawing Control records will tell you what drawings are on the shop floor,

and need to be replaced.

This is the Drawing Control screen.

The New, Delete, Minimize, and Close icons on the top of the screen work the same way they do on the

Drawing Revisions screen. If you want to use this, you should enter a new record each time a drawing is

printed or forwarded in some way to the shop or with a purchase order.

To create a new Drawing Control record, the following required fields need to be populated:



Drawing Revision– The system will write the drawing revision from the main display

Copy - The number of copies



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Set – You can use this to define the set

Job Number – If the drawing was printed for a job, you can enter or browse for it here using

the ( ) button.

PO Number – If the drawing was printed or otherwise transmitted for a purchase order, you

can enter or browse for it here.

Date Out – Select the date it was sent

Date In – When it comes back, or you are satisfied that it has been destroyed, select that

date

Note – You can enter a note here

So when a drawing is changed, you can go here and see what drawings are out, and make the necessary

communications to get the correct revision to the proper person.

Notice the little arrow in this picture of the box on the screen. This box lists the Drawing Control records

for the drawing.

You can click on it and filter what you see in the display. It works for the Rev (Revision) column as well.

You will have to decide what procedure you will use for indicating that a drawing is out. You can use the

date in to indicate that it is no longer out, or simply delete the record ( ) when you are satisfied that

the drawing is either returned or destroyed.


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Drawing Main Tree Buttons

There are four buttons at the top of the main view.

New

New opens the Drawing Master screen for entry of a new drawing. See the Drawing Master section.

Open

Clicking on Open displays the drawing browse screen. You have a number of fields available with which

to browse. As with the others, you can use the percent sign (%) as a wild card in the browse.


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Delete

Clicking on Delete will delete the highlighted Drawing Master and all it’s revisions.

Where Used

Clicking on Where Used will list the parts referenced by the active drawing.

Legend

Clicking on Legend will display the drawings legend.


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ECN’s (Engineering Change Notices)

You may want to manage your bills of material, routings, and other information about your parts and

routings by simply changing them when they need to be changed. However, for some companies,

simply making changes is not enough. In these companies, the need exists to keep careful and detailed

records of changes. The Engineering Change Notices mode provides for keeping these careful and

detailed records.


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Getting Started

The Under Change Control box on the Part Master screen determines whether a part is “under change

control”. Under Change Control means that changes to the part may only be done under an Engineering

Change Notice (ECN) in the ECN mode.

The same is true for routings.

When you are initially setting up the system, you will want to start with these boxes checked off so that

you can get the parts, bills of materials, routings, and other related information into the system without

the extra work of creating ECNs for the changes you will make in just getting the initial data entered.


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If you want to store the records of past changes in the system, then you would enter parts, bills of

material, routings, and other data as it was at some previous time, and then bring it current using the

ECN system. In this case, you would start out with Under Change Control checked on. Most people

want to start at the current revision level, and then work forward as changes occur. This is certainly the

easier way to do it.

In any case, get everything in, and then turn on the Under Change Control boxes (if you want to use

change control in the ECN mode).


This is the configuration screen for Parts and Change Control (System Utilitiles, System Configuration,

Engineering).

Don’t Update BOM Tree until BOM Form Closes – If you leave this unchecked, the main tree view will

update every time you make a BOM change, and the pause to do this can be irritating. If you check it,

the tree will not update until you close the BOM Components screen.


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Turn Off ECN Checking – In the Job Management and Control module, when you create work orders for

a part, the system will check the ECN system and display warnings if there are pending ECNs for a part.

If you leave this box checked off, then the system will display the warnings. If you check it on, the

system will not display the warnings. If you are using ECNs, it is probably wise to leave it checked off

(unchecked).

Under Change Control Marks All Lower Make Items Under Change Control – If you check this on, then if

you check the Under Change Control box on the Part Master for a high level assembly, all the Make

Items (PSM = M) in the bill of materials under the high level assembly will also have Under Change

Control checked on.

Assign ECN’s Sequentially – If you check this on, when you create a new ECN, you don’t have to figure

out the number, but rather enter NEW and tab, and the system will use the number in the Next ECN

Number field, and increment that field by 1.

Select Tables to be Under Change Control – As you will see later, Parts are designated as being under

change control by the Under Change Control box on the Part Master. Similarly, Routings are designated

as being Under Change Control by the Under Change Control box on the Routing Header. There are a

number of items in the Parts collection and the Routings collection that can be defined as Under Change

Control as well, and this is where you make those definitions.


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If you click on the Parts Tables button, you will get this screen. Check the collection items that you want

under change control.

Similarly, the Routings Tables button lists the Routings collection.


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Table Entries for ECN Mode

Engineering Change Reasons (table ReasonsEngineeringChange) – These are the valid reasons for the

change, like Design Improvement, Customer Request, etc.

Engineering Change Status (table EngineeringChangeStatus) – There are fields on the ECN header for

defining the status after it is out of engineering, but you might use this for codes to define where it is in

more detail.

Engineering Change Types (table TypesEngineeringChange) – This is another code you can use for

classifying your ECNs.

ECN Structure and How It Works

The purpose of this section is to give you a clear picture of how the ECN mode works. This is the main

display showing a newly entered ECN.

We can focus on the main display on the next page.


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This is an ECN that has been set up, but no changes have been made. The highlighted top line represents

the Engineering Change Master. Each ECN has only one of those. It is shown on the next page.


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Engineering Change Master

This is the Engineering Change Master for the ECN above. Notice that it doesn’t have any information

about which parts or routings, just information about the ECN overall. An ECN can be for any number of

parts or routings.

This section is here to show you the structure. The details about how you enter one are in a later section.


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Engineering Change Bill of Material

Most engineering changes involve changes to bills of material. The Engineering Change BOM item in the

collection is where these bills of material are defined. The highlighted line represents a specific bill of

material that is to be changed on this ECN. If we highlight it and click on Engineering Change BOM in the

collection, we will see the details of this Engineering Change BOM.


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Here it is. Once again, we are only trying to understand the structure here. We’ll get into how to enter

one later. This Engineering Change BOM is for assembly 116116B. This ECN, 000008, could have more

than one Engineering Change BOMs, but we will deal with just one for now.

The ECN is now ready for the changes. We have an ECN header, and an ECN BOM for the bill of

materials for part number 116116B. We can do three things to a BOM item on this bill of material, using

the ECN system. We can Remove a BOM item, we can Add a BOM item, or we can Replace a BOM itrem

with another item. On the following page, we will begin by adding a BOM item.


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ECN Add

This is the ECN as it appears before any changes are made. Notice the Add button at the top.

Clicking on it displays the screen on the next page.


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Clicking on Add displays the Bill of Material Components screen with the assembly number and BOM

Sequence number written to the screen. Notice on the previous page that the last BOM Sequence

number is 015, so the program assumes we want to add at the end of the BOM, so it wrote 016 to the

screen. You can change it to 009A to insert it somewhere else if you like. Notice that it also checked the

Add box.

The Component Part Number to add was selected from the part browse ( ) and the Quantity Per was

entered. Then click on OK or Apply, and see the result on the next page.


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This is what the display looks like now. Notice the plus sign ( ) beside the part we added

(690793). This indicates that this part has been added by this ECN.

Notice also that the part was added at the end. We could have inserted it somewhere else by entering a

BOM Sequence value. We’ll do another one and insert it after 007.


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Now it looks like this. Notice the two items we have added with the add symbol ( ) beside them.


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ECN Remove

Similarly, we can highlight a BOM Component and click on the Remove button at the top. This screen

displays. Notice that the system has filled in the Component Part Number and Revision, the Quantity

Per, and checked the Remove box. Clicking on OK or Apply will do the ECN Remove.


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This is what the main display looks like now. Notice the part we removed. It has a minus sign ( )

by it, indicating that it has been removed by this ECN. Note that the type is lighter also.


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ECN Replace

That leaves Replace. If we highlight a BOM Component, and click on the Replace button, we get this

screen. Notice that the system has checked both the Add and Replace boxes. This means that it will add

the part that we select (55171-400), and replace the highlighted part (694101). The “Replaces” section

at the bottom shows what is being replaced. The green arrow is explained on the next page.

Clicking on OK or Apply does the replace.


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Now the main display looks like this. The part we replaced (694101, Sequence 011) shows a minus sign,

indicating is no longer a part of the BOM, and it has been replaced by 55171-400, Sequence 016, which

shows a plus sign. As you can see, a Replace is a combination of Add and Remove.

If you have a simple quantity change, you would do a replace of a part with itself with a different

quantity. The green arrow at the bottom of the screen when you click on the Replace button allows this

to be done in a single step. Click on it and it will do everything for you except enter the new quantity.


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Engineering Change Notices and the Commonly Used Collections

The ECN mode allows you to make changes to parts and routings information and maintain a careful and

detailed record of the changes. This section will focus on the most commonly used ECN collections,

Engineering Change Master and Engineering Change BOM. These are the collections that define the

minimum data you might want to control.

ECN Browse

If you click on Open on the toolbar at the top of the screen, the ECN browse screen displays. You have

several fields to use for your browse selection. Notice that the Description field has the characters

Upgrades%. The percent sign (%) is telling the system to get all ECN descriptions that begin with the

characters “Upgrades”.

Double clicking on the one you want in the Search Results window displays the ECN.


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Engineering Change Master

This is the Engineering Change Master screen.

This screen contains information about the ECN as a whole. Notice that no part number or routing is

defined on this screen.

The Engineering Change Master screen displays a Toolbar at the top of the screen with different


The first two are New and Delete. The one on the right is Reverse Pending Changes. Use this function to

undo all the pending changes on this ECN


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To create a new Engineering Change Master, the following required fields need to be populated:

Engineering Change Number – A combination of numbers and letters up to 20 characters. If

“Assign ECN’s Sequentially” is checked on for the Engineering system in System Configuration,

then you can enter the word NEW and tab and the system will assign the next sequential

number. Some special characters are not accepted like ‘\*;

All other fields are not required but provide extensive information about the ECN record:

Change Type – The dropdown will display entries from the Engineering Change Type table. If

you don’t need this, then put a blank entry in the table and leave it blank

Description – Although not required, you should enter a general description of the ECN here so

that you will recognize it later

Drawing Number – Usually there will be a drawing associated with the ECN. If no particular

drawing in the system can be linked to it, then leave it blank

Contract – A combination of numbers and letters up to 30 characters. You can use this to

indicate that the change is for a specific contract or job. It need not be a valid contract or job in

the system

Release Number – This refers to Engineering Releases, which are defined in Releases mode. See

the section of this manual on Releases

Approval, Status, and Comment – These fields are near the bottom. The only one that affects

system operation is ECN Approved. The ECN changes are not considered to be in effect by the

system until ECN Approved is checked

You can use the other approvals and the Completed field any way you like. The Status field

dropdown will display entries in the Engineering Change Status table. Due Date is normally used

to indicate when the ECN should be approved, but can be used any way you like.


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Engineering Change BOM

This is the Engineering Change BOM screen.

Whereas each ECN has only one Engineering Change Master, it may have more than one Engineering

Change BOM, meaning that you can have the changes to more than one bill of materials on the same

ECN. Whether you do this or not depends upon the way you look at changes. If you have a number of

bills of material that are changed for a similar reason, such as a customer requirement, or a redesign,

you may want them all on the same ECN.


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To create a new Engineering Change BOM, the following required fields need to be populated:

Part Number – You must select a valid part number.

The system will fill in the current revision and Description of the part.

All other fields are not required but provide extensive information about the Engineering Change

BOM record:

Cage Code – This is a term used by the Department of Defense and other government agencies.

It is essentially a government assigned vendor number. It is optional, and need not be a valid

vendor number in the system

Drawing Number – You may select a drawing number from the drawings on file in the system

Change Type – The dropdown will allow you to select from entries in the Engineering Change

Type table

Change Reason – The dropdown will allow you to select from entries in the Reason Engineering

Change table

Interchangeable – The Interchangeable and Non-Interchangeable radio buttons have no effect

on system processing, and you may use them in any way you wish

Next Higher Assembly – This refers to where the Part Number might be used. It does not affect

system processing

Effective – In this box, you have two fields, From Revision and Thru Revision. This allows you to

define a range of revisions of the higher level part, in this case 116116B for which the change or

changes defined by this Engineering Change BOM are effective

Memo – A place where you can add comments


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Engineering Change Notices and the Other Collections

In ECN mode of Parts and Change Control, the two basic collections of Engineering Change Master, and

Engineering Change BOM are commonly used. A number of other collections exist for the purpose of

maintaining additional data which you may find useful.

These collections each have a corresponding collection item in Parts mode, and so you can get some

more information on them there. They work the same way except that in Parts mode, you can link a

collection entry to any part in the bill of material. In ECN mode, you can only link them to the parent

part for the assembly. Whether you add one of these collection entries in Parts mode or ECN mode,

they both go to the same table, but in ECN mode, the system writes the ECN number to the record so

that the View Change History function works.


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Bill of Material Components

Bill of Material Components is mainly used here to look at the details of the highlighted BOM

Component. You can change the quantity here, but the system will not maintain a record of the

quantity change. To maintain a record of the Quantity change, highlight the BOM Component for which

you wish to change quantity and click on the Replace button. You will see a green arrow at the bottom

of the screen which you can click to do a Replace with a quantity change (replace a part with itself and a

different quantity). There are additional notes on this feature elsewhere in this manual.


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Engineering Change Actions

You can use this function to define the actions, or tasks, that need to be accomplished in order to

complete the ECN. This is the screen.

You should note that these actions are not tied to any specific bill of material or bill of material item.

They pertain to the ECN as a whole. The Item field does not refer to a BOM item, but rather a sequential

numbering of the actions that are entered. The first action entered is 1, the next 2, etc.

The system will write the ECN number and the item. The other fields may be used as you like.

Comment – This is a description of the action

Assigned To – The person to whom responsibility for the action is assigned

Date Entered – The system will write this

Date Due – The date the action is expected to be completed

Date Closed – Enter a date when the action is completed and closed


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Engineering Change Part Documents

You can link documents to parts in Parts mode of Parts and Change Control, but if you do it there, no

ECN will be linked to the change. In ECN mode, you can link documents to parts, but only to the parent,

or highest level part, for a bill of material. You cannot link documents to BOM Components like you can

in Parts mode.

You must highlight the line that represents the Engineering Change BOM when you click on Engineering

Change Part Documents.


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When you double click on Engineering Change Part Documents in the collection, the Part Documents

screen displays. As you can see, the system wrote the part number for the Engineering Change BOM,

116116B into the Part Number field.

The only required field is the URL, but you should at least enter a Document ID, so that you will have

some idea of what it is. Description is also good.

You may enter an effectivity range using From and Thru Part Revisions.


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In the Parts mode section, the View Change History button was briefly discussed. If you add part

documents under an ECN, you will have change history to view. Clicking the View Change History button

gives this display.

You should note that this function writes records in the same table as the similar function in Parts mode,

except this function also fills in the ECN fields in the PartDocuments record. All these collection items

work in this way.


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Engineering Change Part Drawings

Engineering Change Part Drawings are like the preceding discussion on documents, in that the drawings

linked here can only be linked to the parent, or higher level part, in this case 116116B. You must

highlight the Engineering Change BOM line as described in Engineering Change Part Documents to link a

drawing. When you highlight the proper line and double click on Engineering Change Part Drawings, the

Part Drawings screen displays.

The toolbar has the New and Delete icons as do the other screens. When adding a drawing, you can

browse for the drawing and enter a comment. Adding a drawing here will write a record in the

PartDrawings table, just as Parts mode does, but doing it here automatically writes the ECN information

to the new PartDrawings record.


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Engineering Change Part Engineering Attributes

The same applies here as for documents and drawings. These attributes are linked to the parent part.


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Engineering Change Part Inspection Methods

Again, when you add an inspection method here, you are doing the same thing as in Parts mode, except

that the ECN number is written to the database.


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Engineering Change Part Master

This function is different from the other collection entries in that it writes to a table designed specifically

for that purpose. The table is PartMasterPending. The only PartMaster records that can be changed

here are the PartMasters for the parent part, or assembly for a bill of materials. To make a part master

change under an ECN, highlight the ECN BOM line and double click on Engineering Change Part Master

in the collection.


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When you double click on Engineering Change Part Master, the Part Master screen displays, but not all

fields are available for change here. When you make a change to one of the available fields and click on

OK or Apply, the system does not change the PartMaster record. Instead, it writes a record in table

PartMasterPending. When you make the first change and save it (OK or Apply), the system will write a

record in PartMasterPending with the change(s) you made. If you come back later and make more

changes, the system will not write a new record, but rather find the one written earlier and update it.

When the ECN is finally approved, the system will then update the PartMaster, and mark the

PartMasterPending record as Complete.


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Engineering Change Part Revisions

This function writes PartRevisions records, and records the ECN. Notice the three check boxes on the

lower left. These boxes tell the system whether the existing routings, drawings, or part substitutes are

to be included for the new revision.

When adding a revision, enter the revision in the Revision field. You should be using either an A, B, C,

etc. scheme, or a 1, 2, 3, etc. scheme. You should select one or the other and stick with it. In fact, which

one you use is a configuration setting . This is described in this manual under Parts and Change Control

(near the beginning of this manual)/Getting Started/Configuration Settings.

If you check Current Production and OK For Production on, then when the ECN is approved, the Part

Master for the assembly will be updated (Current Revision field), and when the assembly is called out on

a job or release line item, the system will pick up the current revision when it is entered. The system will

not go back and update existing work orders with this information. The Job Management and Control

module has a function called “Update Work Order From ECN” which will do this. There is a section in

this manual by that name which describes this update process.


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Engineering Change Part Routings

This works like most of the other functions in that it adds or deletes routings from BOM assemblies

(parent parts) just like Parts mode, except that here, the change is linked to an ECN. When you highlight

the ECN BOM line and double click on Engineering Change Part Routings, the Part Routings screen

displays.

The section of this manual on Part Routings describes this more thoroughly.


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Update Work Order From ECN

When you approve an ECN, job or release line items and work orders created after the moment of

approval will be created with the change, but the job and release line items, and work orders created

before the change will not be updated by the approval process. In the Job Management and Control

module, a function exists to allow you to do these updates.

The screen picture below is from the ECN system. Notice the “In Process” area at the bottom of the

screen. Part 125834 is the parent part of a bill of material assembly, and is called out for change on this

ECN. The ”In Process” area lists the job/work order where 116116B is used in current production. If

nothing were listed, you would know that it is not in current production.

So now that you know where it is being used, you can selectively update current production in the Job

Management and Control module.


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In the Job Management and Control module, you can click on Tools, then “Update WO From ECN” to

start this update process.

When you click on it, this screen displays. The assembly part, 116116B, in the ECN display on the

previous page is entered. Clicking on OK displays the screen on the following page. Note that you could

select a routing, or a specific release as well.


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This screen displays.

Notice the instructions to click on a job/release line to select it for ECN application. Click it again to

unselect. The first line has been selected (clicked). Notice that it is highlighted in green, indicating that

it has been selected for update. You have to click on the line that begins with the word “Job:” to select

or unselect, so you can “park” the cursor on anything except a “Job:” line and you will not select or

unselect.


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If you select several “Job:” lines and click OK, the system will do the update and return to the main

display. If you do it again, it knows that certain “Job:” lines have already been updated, so it doesn’t

show those again.


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Releases

In Jobscope, the term “Releases” can have two different meanings, engineering releases or production

releases. An engineering release is a body of engineering work that is released from engineering when it

is ready. A production release is a body of production work that needs to be produced together, usually

so that all the work on a production release can be shipped at the same time. You can work with

production releases in the Job Management and Control module.

In this section, we are talking about engineering releases. The fundamental idea about engineering

releases is that they formalize the process of defining what engineering work needs to be done, and

where it stands in the overall process. The system allows you to formally define each piece of

engineering work (an engineering release line) as Released, Sent to Manufacturing Engineering (ME), ME

Complete, Sent to Production Planning and Control (PPC), and PPC Complete. You can also have the

system copy an engineering release line directly into a production release line.

Engineering releases are made up of three things, the release header, the release lines , and release

documents. For each release, there is only one header, and it provides a general description of the

work, and identifies the job number for which the work is being done. There may be one or many

engineering release lines. The engineering release lines describe the actual work that is to be done. The

release documents are documents, usually drawings and specifications, or a list of the drawings and

specifications, associated with the release.

The purpose of Releases mode of Parts and Change Control is to help you to formally manage the

engineering process. Let’s consider some examples of how you might use it. Your business probably

falls into one of the following categories, or some combination of the three.

You design everything that you sell from the ground up

You have standard designs, but every order requires a complete engineering review to

determine that the standard is suitable for the customer order, and you frequently do some

design changes for the customer order

Everything you sell is standard, and your engineering effort goes into design of the standard

products

For the case in which you design everything that you sell from the ground up, you would create one or

more releases for each customer order, and the release lines would be the final and sub assemblies that

you need to fulfill the order. You might look at it another way, and say that each release line would be a

drawing or set of drawings that is required. You also might make the assemblies as release lines, and

the drawings too. These releases would be tied to the customer job.

If you have some standard designs, but engineering review and redesign is common, then you might

create a engineering release for the standard items that do not need additional work, and then approve

the release, which tells manufacturing which items they can proceed with immediately. The items that


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need design work might go on a separate engineering release. As in the first case, these releases would

be tied to the customer job.

In the case of all standard products, you would probably want to open a job to collect the costs for the

design work, and the engineering releases would be tied to that job.

You don’t have to use engineering releases in order to make the rest of Jobscope work. It exists to help

you manage the engineering and engineering release processes.

Another thing you might want to consider when thinking about managing the engineering effort is Task

Planning. Task Planning in Jobscope provides a way of managing engineering assignments and work

loads, and for salaried employees to charge their time to jobs or general ledger accounts. Task Planning

is described in detail in the manual for the Task Planning module. Task Planning may be integrated with

engineering releases. This is described in the “Integrating Task Planning with Engineering Release Lines”

section of this manual.

Engineering Releases in Design Data Management

The same functionality described in this section is available in a separate module called Design Data

Management. Design Data Management also has the Drawings mode. You may want to have people

who only need to get to Engineering Releases and Drawings data use Design Data Management instead.

The functionality is the same except where the Releases mode of Parts and Change Control has a button

at the top of the main view to “Move to PPC”, a similar button in Design Data Management is “Move to

ME”.

Engineering Releases in Job Management and Control

The Job Management and Control module has an Engineering Releases mode, and it does the same

things plus some other functions. It can display an exploded view of an assembly, it can create a job line

item from an Engineering Release Line, and it can display MRP information for the parts on an assembly.

In addition, the “Release Check Off” button on that main view can mark all the Release Lines on the

Release as Released. Finally, Engineering Releases mode in Job Management and Control has some

limited work order creation capability.


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Getting Started

The first thing you need to do in getting started with the engineering Releases mode is decide if you

want to use it or not. It takes some effort to maintain, but it can provide a single place where the status

of the engineering effort can be available for all to see. If your engineering process control is not formal

enough to make the Engineering Change Notice (ECN) mode important, then you probably don’t need

engineering releases either. If you do plan to use the ECN mode, then you may also want the single

point control provided by the Engineering Releases functionality.

Once you decide to use Engineering Releases, then you need to decide if you also want to use Task

Planning, and if you want to integrate Task Planning with Engineering Release Lines. If you consider

your engineering time as overhead, and you don’t want to charge it to jobs, then you won’t need Task

Planning. If you want to charge engineering time to jobs, then you will probably want to use Task

Planning. If you plan to use Task Planning and Engineering Releases, then it makes sense to integrate

the two.

You will need to think through how you will number your engineering releases, and how you will keep

track of the next number. The system does not automatically number engineering releases. A simple

scheme of numbering them from 00001 consecutively, or perhaps with a prefix consisting of the year

and then a consecutive number, such as 201100001 may be adequate. If you try to get too fancy, it may

get confusing.

As you will see as you read further, you can do the same functionality in Design Data Management, and

you can do the same functionality plus some other things in Job Management and Control. You need to

decide which of these modules each user will use. Don’t turn them loose to use one module one day,

and another module the next to do the same thing. This will lead to errors. For the users that you trust

with a broad range of capabilities, use Job Management and Control. If you want a user limited a little

bit, have he or she use one of the others.


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In System Utilities, under System Configuration, then Shop Floor Control and Production, you will see the Production screen. The “Integrate with Engineering Release Lines” box will turn that functionality on. If you turn it on, you will probably also want to turn the companion function, “Allow Task Reporting Without Tasks” on also.

This is the only configuration setting you need for Engineering Releases.


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Table Entries for Releases Mode

There are no table entries required for Engineering Releases.

Status Values

The Engineering Release header screen has a place for a single character Status. It could be 1, 2, 3, etc., or A, B, C, etc. You may not have a use for this, but if you do, you should establish these values up front. As an example, you might use the following:

A – Release created, no work started

B – Work started, no lines released

C – Some but not all lines released

D – All lines released, design engineering complete


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Releases Browse

If you click on Open on the toolbar, the Engineering Release browse screen displays.

Here you can browse for an existing engineering release. In this example, the year is a prefix in the

Release Number format, so entering 2011% in the Release Number field will select all Releases for 2011.

The status value of A has also been used as a filter for the selection. Highlight the release in the Search

Results box and click on OK or simply double click on it.


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Releases Main Tree View

The main tree view shows the Engineering Release header and the Engineering Release Lines, in this

case three lines. You can highlight a line and double click on Engineering Release Lines in the collection

to display that line. To display documents, double click on Engineering Release Documents.


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Engineering Release Header

To open an Engineering Release header, click on Engineering Releases in the collection.

This is the Engineering Releases header screen.

To create a new Release, the following required fields need to be populated:


Release Number – A combination of numbers and letters up to 25 characters. The automatic

assignment of numbers by entering NEW is not provided for Engineering Releases. You need to

develop a numbering scheme.

Job Number – Here you need to enter a valid job number. The ( ) beside the field will

allow you to browse for it.

All other fields are not required but provide extensive information about the Release:

Project Id – This allows you to link the release to a Microsoft Project file. To make this work, you

must store the Microsoft Project files in SQL Server, and most do not want to do that.


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Opened By – the system will fill in the user id of the user that created the Release

Description – You can enter a description of the work on the release. In this case, one release is

being used for the standard items on the job (to tell manufacturing that they are ready to go

without engineering changes) and another is used for the special engineering work

Date Opened – The system will write the date the Release was entered, but you can change it

Approved – This would most likely refer to some sort of approval within design engineering, but

it could be whatever you like

Date Approved - The system will write the date the Approved box was checked, but you can

change it

Released – This means the work is released from engineering

Date Released - The system will write the date the Released box was checked, but you can

change it

Comment – You can enter whatever you like here


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Engineering Release Lines

You can double click on Engineering Release Lines in the collection to open the Engineering Release

Lines screen.

To create a new Release Line, the following required fields need to be populated:


Line Number – This is a simple number that determines the order in which the lines appear on

the main display. The system will number them for you

Location Code – The dropdown will display a selection from table 0010


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All other fields are not required but provide extensive information about the Release Line:

Description – This is for information that you want to communicate. In this case, the Release

Line is saying that the standard unit is okay for production on this job.

Part Number – In this case, we are saying that this part number is ready to go. If this Release

Line was for design work, a drawing might be used instead

Part Revision – The system will write the current revision, but you can change it

Drawing Number – You can select a drawing using the ( ) beside the drawing number field

Drawing Revision – The system will write the current revision, but you can change it

Released – This button indicates that the release line has been released from the engineering

department

Released Date – The system will write the current date, but you can change it

Released By – The system will write the user id of the person who released the line

Purchased Item – You can designate that this item is to be purchased

Exported To Job – The Engineering Releases mode in Job Management and Control has the

capability to export an Engineering Release Line to a Job Line Item. When it does that, it will

check this box on.

Quantity – You can enter a quantity value, or leave it blank

MS Project Id – If you have Microsoft project files stored in SQL Server, you can link them with

this field and the following

MS Task Id – See above

Sent to ME – This means that the line has been sent to Manufacturing Engineering for the

addition of routings and other manufacturing data. The date field beside it will default to the

current date, but you can change it

ME Complete – Check this when Manufacturing Engineering has completed it’s work

Sent to Production Planning and Control (PPC) – This indicates that the line has been forwarded

to PPC to be exported to a line item on the job

PPC Complete – PPC has finished with it

Comments – You may use this as you like


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The Grid View button on the toolbar will display a grid view of all the lines on the release as shown

below.


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The Used On button on the toolbar allows you to define used on relationships between engineering

release lines if you are using the integration with Task Planning function. The screen looks like this.

The Engineerng Releaes Line Dependencies mode in Job Management and Control will display these

dependencies.


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Engineering Release Documents

The Engineering Release Documents function in the collection allows you to link electronic documents to

Engineering Release Lines. Highlight the line on the main display and double click on Engineering

Release Documents.

The system will write the Release and Release Line. You must use the ( ) button to browse to the

document and save. The other button will display the document.


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Releases Main Tree View Buttons

A number of buttons appear at the top of the Releases Main Tree View, as shown below.

New

Clicking on this button displays the Engineering Releases header screen where you can enter a new

release. This is described in the Engineering Releases Header section

Open

Clicking on this button displays the Releases Browse. This is described in the Releases Browse section

Send To PPC

If you highlight an Engineering Release Line and click here, this screen will display. If you click on Yes,

the system will check ME Complete and Sent to PPC, both with the current date.


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Legend

This is the legend.


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Integrating Task Planning With Engineering Release Lines

In Task Planning, there are two different types of tasks, project tasks and individual tasks. Project tasks

do not have a specific person linked to them. An individual task must have a specific person linked to it.

Individual tasks may be linked to project tasks, and more than one individual task may be linked to a

single project task. Labor may be reported at the individual task level, or at the project task level.

What this functionality does is create a Project Task every time you create an Engineering Release Line,

so that you can use the Task Planning system to charge salaried labor to the Project Task/Engineering

Release Line.

First of all, you have to turn it on in System Utilities, System Configuration, Shop Floor Control, and

Production. Check the box in the Task Planning area.


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This is the Project Task screen. Note that we have a Date expected, Date complete, Description, Hours

Estimated, and Hours Remaining fields. All these may be maintained from the Engineering Release Lines

screen.

With this option on, the Project Task record will have a one-to-one relationship to an Engineering

Release Lines record (unless some project tasks have been directly entered here). Also note that the

Project Task has user defined field and user text capability. This will be accessed from the Engineering

Release Lines screen so that it can be maintained from here or from Engineering Release Lines.


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This is the Task Planning screen. This allows an individual to charge labor to a project task without an

individual task (this is an option in System Configuration). User’s will charge their labor here if there is

no individual task, or on the Task Planning/Reporting screen if there is an individual task (see next page).

In this case, employee 008 is charging to Project Task 001 on job A116075.


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This is the same screen except here we are adding an “Individual Task”. Whereas a project task might

have a number of employees working on it, an individual task has a specific employee defined. Note

the Project Task field, which allows this task to be linked to a project task. Labor may be reported here

by entering hours in the Hours Worked field. The estimate values here do not roll up to the project task.

The project task estimates are maintained directly on the Engineering Release Lines screen.


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This is the Shift Project Dates screen. Dates may be changed here, or on the Engineering Release Lines

screen.


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This is the Engineering Release Lines screen with the integration turned on. The estimate and remaining

hours, description, date expected, and date complete values in the Project Task record will be displayed

and maintained here. The actual hours will be displayed here. If this integration functionality is being

used, then entry of a record here will create a Project Task record and the Line Number and Project Task

number fields will serve to link them. Hours Estimated and Date Expected fields will be added here as

mandatory fields, and the data will be written to the Project Task.


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How They Look In Job Management and Control

This is the Engineering Releases mode of Job Management and Control. You can see the engineering

release lines, with the project and individual tasks associated with them.

Engineering Release Line Dependencies

You can establish “Used On” relationships between Engineering Release Lines. This is discussed in the

Job Management and Control manual.


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Standard Operations

Operations make up the “steps” on a work order. There may be one operation or many. The set of

operations that go together to ultimately form a work order is called a routing. The Routings section of

this manual talks in detail about routings and operations. In the routings mode, operations are normally

added to routings by typing in the operation detail, and adding things from the collection like

documents, inspection methods, etc. one by one. The Standard Operations mode allows you to create

individual operations that are not a part of any routing, and then copy then on to routings as needed.

When you copy one of these operations on to a routing, the system makes an actual copy of the

standard routing into the database, just as if the new routing operation had been typed directly. This

means that once a standard operation is copied on to a routing, you can change it in any way you wish.

For example, you might have an operation whose description, and documents, fixtures, inspection

methods, etc. are always the same, but the run time varies from routing to routing. You can set it up as

a standard operation, copy it to a routing, then call the routing up in Routings mode and change the run

time.


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Getting Started

The first decision here is whether you have situations in which standard operations can be used. No one

who uses standard operations will build all his or her routings from standard operations, but rather copy

standard operations in some cases, and directly key operations in others. When you decide to use

standard operations, you are introducing yet another variation in operating procedures, but standard

operations can save a lot of time, and, in cases where you have a number of collection items like

documents, tools, inspection methods, etc., standard operations can reduce errors. If the person

building the routing selects the correct standard operation, then the collection items will be correct also.

You need to think carefully about how you will name the standard operations. This name goes into the

field called Operation. There is some potential confusion here. If you are manually keying an operation

on to a routing, you will see a field called Operation, and it normally will have a value like 0010, 0020,

0030, to reflect the sequence of the operations. Here in Standard Operations it is different. When you

copy a standard operation on to a routing, the system will automatically assign an Operation (from the

Routing perspective) value of 0010, 0020, etc. as required to put the operation in the sequence where

you want it. For the standard operation, the Operation value can be up to 10 characters, and has

nothing to do with the sequence on the routing to which it is copied. You can use random numbers

from 1 up, or something meaningful, like a prefix of PR for operations used in the punch room, or AS for

assembly operations. This can help in finding operations in the standard operation browse.

The section on Routings has a lot of information about operations, and this information applies to

standard operations as well.


There are no special configuration settings for Standard Operations

Table Entries for Standard Operations Mode

There are no special table entries for Standard Operations

Standard Operations

The Standard Operations mode allows the user to add, edit and maintain standard operations and

associated items in the system. This section will focus on the most commonly used collection, Standard

Operations, as well as the others.


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Standard Operation Browse

Click on Open to display the Operation screen.


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Standard Operations Main Tree View

The central pane displays the standard operation. The right pane displays the list of Collections for

Standard Operations, highlighting in bold those with data for the selected standard operation.

As with the other modes, you can highlight something that you want to see and double click on it’s

name in the collection.

Notice that the toolbar on this display has a number of buttons. They are described in the section

“Standard Operations Main Tree View Buttons”.


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Standard Operations

With a standard operation displayed and highlighted on the main tree view, double click on Standard

Operations in the collection. The Standard Operation screen displays.

To create a new Standard Operation, the following required fields need to be populated:


Operation – A combination of numbers and letters up to 10 characters. There is some potential

confusion here. If you are manually keying an operation on to a routing, you will see a field

called Operation, and it normally will have a value like 0010, 0020, 0030, to reflect the sequence

of the operations. Here is Standard Operations it is different. When you copy a standard

operation on to a routing, the system will automatically assign an Operation (from the Routing

perspective) value of 0010, 0020, etc. as required to put the operation in the sequence where

you want it. For the standard operation, the Operation value can be up to 10 characters, and

has nothing to do with the sequence on the routing to which it is copied. You can use random

numbers from 1 up, or something meaningful, like a prefix of PR for operations used in the

punch room, or AS for assembly operations. This can help in finding operations in the standard

operation browse.

Revision – A combination of numbers and letters up to 8 characters.

At Work Center - This is the work center where the operation will be performed.


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Label – You can use this to label an operation as being of a special type, so that operations can be

selected for special reporting purposes

Description – This is the description which will appear on the work order. It should give instruction

to the person performing the operation as to how to proceed

Outside Process – This box does not do anything. See the section on Outside Processing

Use Machine Id – If a work center has multiple machines, they can be defined in the Resources

module, and you can select one here, but it does not affect the system processing

At Department – When you select a work center, the system will fill in the department for you

Inspect Setup – The Quality Assurance module allows you to define inspections to be performed

for an operation. Inspect Setup indicates that the inspection is to be performed on the setup

before the work begins

Inspect Run End – This indicates the an assigned inspection is to be performed after the work is

completed

Inspection Operation – Checking this box indicates that the operation itself is an inspection

Apply Learning Factor – This is for your information, and checking or unchecking it will not affect

the system

Setup Time – See the section with this name

Run Time – See the section with this name

Conversion – A converting operation is one that converts the work from one quantity to

another. An example might be a cut-to-length operation. Assume we are cutting 20 foot

lengths of bar into 1 foot lengths. At the operation where we do the actual cutting, we have a

conversion factor of 20. When the employee reports labor on that operation, he or she is asked

for the quantity. On operations prior to the actual cutting, the system was expecting a quantity

of 1 for calculating earned hours. However, on the cutting operation, where the conversion is

20, the system will be expecting a quantity of 20 to be entered for full earned hours calculation

Crew Size – See the section with this name


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Long Description

The button of this name will display a screen where you can enter a much longer description.

Clicking on it will display the Standard Operations Long Description screen.

You have buttons at the bottom, from left to right, for Font, Cut Text, Copy Text, and Paste Text. These



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Standards

This button will open the Standards screen.

This is the Operation Standards screen. Here you can enter some additional information for your

records. The only one that affects any of the system processing is the Standard Pre-Op Queue Time.

The scheduling system will calculate Queue Time for a work order operation. After it schedules the

previous operation, it will allow the Queue Time to elapse prior to looking for a place in time to schedule

the operation. This Queue Time calculation is based upon the sum of the Standard Pre-Op Queue Time

entered here, and the Queue time for the work center in which the operation is to be performed.

The Other Standard Operations Collections

The other collection items work exactly like their counterparts in the Routings mode. All these are

described in the section “Routings and the Other Collections”.

Adding A Standard Operation To A Routing

If you look in the “Routing Main Tree Buttons” section of this manual, under “Add Std Op”, you will see

how to add a standard operation to a routing.


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Tools Option on the Toolbar

On the top of the Parts and Change Control display, in all modes, is a toolbar, as shown here. The Tools

option provides for seven functions that you can do. Only certain ones will be lit depending upon which

mode you have selected.

Change Buyer/Planner

If a buyer or planner moves on, you may need to change all the part master records to another buyer or

planner. You can do this in one transaction using the Change Buyer/Planner function. Select whether is

is a buyer or planner, then select the From and To and click Ok. All the part master records for the From

will be changed to the To value.


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Copy Part and Collections

The Copy Part and Collections function allows you to copy a part and it’s structure to a new part

number. When you click on it, the screen below displays, with the part number of the part displayed on

the main display already entered. Enter the new part number that you want to create in the New Part

Number field. You can enter a revision. If you leave revision blank, the copy function will enter the

value (-) as a revision for the new part. The red box in the picture below shows the collections for the

old part. When the Copy Part and Collections screen first opens, the boxes will be checked for any data

that exists for the old part. When you click Save and the copy is made, the checked collections will be

copied as well as the part. If you click on the DeSelect All button, all the collection boxes will be

unchecked. If you click on the Select All button, the existing collection will be checked.

This is the same as the Save As function on the Part Master screen.


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Copy Part Master

This function allows you to copy a part to a new part master (with a new part number). Even if the old

part has a bill of materials, the new part will not. This function simply copies the part master itself.

Copy Routings and Collections

This works just like the Copy Parts and Collections function, except it is for routings. The routing that is

open will be written to the Routing Id field. Enter the new Routing Id and select the collection items you

want copied. When the screen displays, the collection items for the old Routing Id will be checked.


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Routing Same As Except Definitions

This function was originally developed for repair shops. For a given part, there might be six different

repairs that may be needed, and the routing operations would depend upon which repairs were needed.

Some operations, like the initial cleaning, or the final inspection or packaging would only need to be

done once regardless of how many of the repairs would be performed. This function allows you to

create a routing with the operations necessary to do all the repairs (or manufacturing functions). Then

you define which operations are needed for each of the repairs (or manufacturing functions). When the

system creates a work order from the routing, it recognizes that the routing is a “same as except”, and

prompts you to check the repairs or manufacturing functions that you want. Then it builds a routing

with the required operations.

To set this up, begin by defining all the different variations of the routing that you think you will need.

Then in Routings mode in the Parts and Change Control module, access the routing, highlight the routing

header, click on Tools on the toolbar, and select “Routing Same As Except Definitions”. The SAE

Definition Update screen displays. You can see below that we have four variations of the routing. The

first one, called A, will include all the operations on the routing. The second one, B, is to manufacture

the Type 6 variation of the item. Finally, D includes only the operations that we normally use to repair

the item.

If the sole use of the routing is for repair, then the definitions might look like this.


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Same As Except Details

Next, tell the system which operations go with which definitions by highlighting the routing header and

double clicking on Routing Same-As-Except in the collection. Then determine which operations are

required for each definition (see the A, B, C, D across the top) and check them.

When you create work orders for a part that has this routing, the system will ask which definition (A, B,

C, or D) you want to do, and it will include only those operations for that definition.


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When you create work orders for a part with a same-as-except routing, the work order dialogue shows

you this so that you can select which definition you want to do.

When you click on the Open Work Orders button, only the operations that are checked for the selected

definition(s) will be included on the work order. You may select more than one, but you must select at

least one.


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Routing Mass Replace

If you want to replace and old routing with a new one on every part where the old one is used, then this

is for you. Enter or select the old routing, and enter or select the new routing. This function does not

create a new routing, it merely replaces the old routing with the new one for every part that had the old

routing.

Parts Mass Replace

This is for replacing and old part in all the bills of material where it exists with a new part number. Both

the old and the new part must already exist.

April 14, 2015