shop floor data collection for microsoft dynamics 365 business central€¦ · in microsoft...
TRANSCRIPT
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Shop Floor Data Collection for
Microsoft Dynamics 365 Business Central
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TABLE OF CONTENTS
1. INTRODUCTION .................................................................................................................................... 2
2. EMPLOYEE SETUP ............................................................................................................................... 4
3. MANUFACTURING SETUP .................................................................................................................. 6
4. PRODUCTION JOB CARD – SHOP FLOOR ..................................................................................... 9
5. SHOP FLOOR DATA COLLECTION ................................................................................................ 10
6. SHOP FLOOR COMPLETED LIST.................................................................................................... 24
7. OPERATION DESCRIPTON FOR ROUTES .................................................................................... 25
8. CONTACT US ........................................................................................................................................ 31
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1. INTRODUCTION
In Microsoft Dynamics 365 Business Central, the Shop Floor Data Collection functionality helps maintain Production Operations on a single screen. The system has been designed keeping shop floor users in mind. The Shop Floor Data Collection for Microsoft Dynamics 365 Business Central is easy to navigate and simple to learn, enabling operators to complete their daily work activities with minimal effort in an efficient way. Tracking the live progress of each active operation delivers insight into the shop floor adherence to plan, helping to improve your on-time delivery performance. Shop floor managers can use the recorded data to manage productivity, accurately predict delivery dates, make more efficient decisions. The basics of the shop floor data collection system are simple:
• Create a Released Production Order with routing steps.
• Print the Job Card which includes the QR code for each operation.
• When the operator starts work on the operation, they scan their Employee QR code and the Operation QR Code from the Job Card to Start the Job.
• When the operator completes work on the operation, they scan their Employee QR code and the Operation QR Code from the Job Card and enter the Output Quantity to Stop the Job.
• Stopping a Job will automatically post the Output.
• Once the last operation is finished, the Production Order will be automatically Finished (If activated in the setup).
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2. EMPLOYEE SETUP In Microsoft Dynamics 365 Business Central, to set up an employee, the Employee details are entered in the Employees list. If the employee is not found, the Shop Floor Data Collection will give an error message. Screen Shot 1
Screen Shot 2
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The field “Allow Shop Floor Multiple Job” allows you to select whether an employee can work on multiple jobs or not. The default value for all employees will be “Warning”. The Option “Warning” means the system will pop up a message indicating that the employee has one task already in process. If the employee selects OK, then it will create a new entry in the system. Whereas, if the employee selects Cancel, the system will not generate a new entry. The Option “Error” means the system will give an error if the employee already has an on- going task and tries to start a new one. Those employees will have to complete one job before they will be able to start a new one. To generate the QR Code for the Employees click on “Employee QR Code” button. Screen Shot 3
Screen Shot 4
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3. MANUFACTURING SETUP
Under Manufacturing Setup there is a tab – “Shop Floor Data Collection”. This tab contains the fields related to the Shop Floor setup. Screen Shot 1
Field Description:
Field Name Description Shop Floor Posting Journal Template Name Select the Default Journal name which must be used for Shop Floor.
Shop Floor Posting Journal Batch Name Select the Default Batch Name which must be used for Shop Floor.
Shop Floor Post O/P with Bin The Input Box to scan the Bin Code on the “Stop Job” button will appear only if this flag is set to TRUE. Note that if the field is set to FALSE, the system will not show the Bin Code Box. The Output will be posted as it is posting currently. NOTE: To post the O/P with Bins, The Location Must have the “Bin Mandatory” set to TURE. Also, proper Bins must to defined for that location. (Refer to below Screen Shot 2 for Location Card)
Post Previous Operation Mandatory If this Flag is set TRUE, the system will check if all the previous operations are posted and give error if not yet posted. In this case, the system will allow to post the current operation only if all the previous ones are already posted.
NOTE: In the above case, the production order will auto finish once the last operation is posted.
If this Flag is set FALSE, the system will not check for the previous operations and will allow to post the Operations in any random order.
NOTE: In the above case, the user will have to manually finish the production order.
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Activation Key Specifies the Key generated when the app is installed
Expiration Date Specifies the date on which the app validity expires.
Screen Shot 2
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Action Description: a. Activate Shop Floor App:
This action helps re-activate the app after a Trail of 30 days by entering the Activation Key provided by Amerdian LLC.
Screen Shot 1
b. Insert Demo Data:
This action will help generate the pre-requisite data required for Shop Floor. The action will generate all the required master data and a released production order named ‘TEST’.
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4. PRODUCTION JOB CARD – SHOP FLOOR The action to print the Job Card for Shop Floor is provided on the Released Production Order list page. The report along with the data also generates a QR Code which is to be used for the Shop Floor data scanning. Screen Shot 1
Screen Shot 2
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5. SHOP FLOOR DATA COLLECTION
Shop Floor Data Collection can be accessed from the Business Manager Role Center in the Business Central. Screen Shot 1
Screen Shot 2
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The Shop Floor Data Collection screen allows you to Start a new Job. It also allows you to Stop the job and auto post the output by calculating the run time. Screen Shot 1
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Start Job To Start a Job the system will prompt the user to Scan or Enter the Employee Code. Once the Employee Code is scanned, the user will be directed to the next screen. Note that if the Employee Code is entered manually, the user must click the “Close” Button to go to the next screen. (Screen Shot 2) Screen Shot 1
Screen Shot 2
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Once the Employee Code is scanned, the system will be redirected to the Production Details Screen. Here, the user can either scan the production details from the QR code on the “Job Card Shop Floor” report. (Screen Shot 3) or manually enter the production details. (Screen Shot 4). Screen Shot 3
Screen Shot 4 (Select the Prod. Order No., Prod. Order Line No. and Operation No. of the Job that you want to Start)
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In both the cases, once the data is scanned / entered, the user will be redirected to the confirmation message. Upon
confirmation, a new entry will be generated with the start date and time.
Screen Shot 5
The system also has various validations when user scans the data to start a new job. These are listed below.
1. If the scanned Employee Code does not exist in the employee master, the system will show an error.
2. If the Employee already has an ongoing operation, the system will display a warning/error message based on the value in “Allow Shop Floor Multiple Job” field in the employee master.
3. If there is no entry in the Released Production Order list of the scanned Production Details, it will show an error.
4. If another employee is already working on the same operation it will show an error.
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Screen Shot 6
As shown in the above screen shot, the system will calculate the Expected Time from the Production Order Routing Details (Run Time + Wait Time + Move Time). A continuous timer will show the Elapsed Time. If the Elapsed Time exceeds the Expected Time, then the system will change the line color to RED. This means all the operations in RED are running longer than the expected time. The Ongoing Operations are displayed in GREEN color.
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View Filtered Data: Suppose the supervisor wants to see the on-going operations of an employee, he can filter the data as shown below. Screen Shot 1
Screen Shot 2
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Screen Shot 3
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Stop Job The Stop Job button helps to stop an operation and auto post the output by calculating the run time. The system will prompt the user to scan the Employee Code and the Production Details to stop the Job. The user can also change the Output Quantity before posting, if required (Screen Shot 2). Click the Close button to proceed further. Once the user confirms the details (Screen Shot 3), the system will calculate the Run Time based on the Start Time and End Time. An output journal line will be automatically created in the background and posted.
Screen Shot 1
Screen Shot 2
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Screen Shot 3
The system also has various validations when user scans the data to Stop a Job. These are listed below. 1. If the Scanned Employee Code does not exist in Dynamics NAV.
2. If the Scanned Employee Code does not have any ongoing operation.
3. If the Scanned Production Details do not match the Employee data in Shop Floor Data Collection.
4. If the user changes the output quantity manually while stopping the job, and if the new quantity is greater than the
Production Order quantity, the system will not allow the user to post more quantity. NOTE: If the Flag “Post Previous Operation Mandatory” is set to TRUE in the Manufacturing Setup, the system will give error if the previous operations are yet to be Stopped i.e. Yet not completed.
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Void Job If the user has entered the wrong details and started the wrong job, the user can Void this job (remove the job from the Shop Floor Data Collection). The system will prompt the user to scan the Employee Code and Production Details.
Screen Shot 1
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The Shop Floor Data Collection also allows for various actions listed below:
Components This button will open the Production Order Component page for the selected Order on the Shop Floor Screen. Screen Shot 1
Screen Shot 2
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Comments This button displays the Production Order comments and Production Order Routing Comments. Screen Shot 1
Screen Shot 2
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Production Order Status This button will display the Finished Quantity list of the Production Order Routing. The color indications are: RED - Partial Output Posted BLUE – Output not posted at all GREEN – Complete Output Posted
Screen Shot 1
Screen Shot 2
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6. SHOP FLOOR COMPLETED LIST
This List page shows the jobs that are completed from the Shop Floor Data Collection list. Screen Shot 1
Screen Shot 2
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7. OPERATION DESCRIPTON FOR ROUTES The app provides “Operation Description” Field on Standard Tasks, Routing Master and Production Order Routing. This field allows user to input unlimited lines of description. The data is also carried to Routing Master and Production Order Routing.
Standard Task
The action “Operation Description” helps user add multiple lines of Description to the Standard Task Codes. Screen Shot 1
Screen Shot 2
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Routing Master
The “Operation Description” functionality is provided on Routing Master for Routing Lines. Whenever a standard code is selected on the Routing Line, the Operation Description of the Standard Task code will automatically flow to the Routing Line.
At Routing level, the user can even modify this description if required.
Screen Shot 1
Screen Shot 2
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Production Order Routing
When a Firm Planned Prod. Order is created, the Routings are generated by Refreshing the Production Order. Along with the Routings, the Operation Description will automatically flow from the Routing Master Lines to the Production Order Routing Lines.
The user can update the Description at Production Level, if required.
Also, if a Production Order is generated from Order Planning, the Operation Description will automatically flow from the Routing Master Lines to the Production Order Routing Lines.
Screen Shot 1
Screen Shot 2 (Lines -> Routing -> Navigate)
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IMPORT OPERATION DESCRIPTION
The report “Import Standard Task – Operation Description” allows the user to import the Operation Description for Standard Task Code.
The user needs to prepare an excel file and then use this report to import the Operation Description data.
The sample excel file is attached below. Save the excel file in a TAB delimited format to import the data in Business Central.
NOTE: If the Standard Task Code defined in the excel file already exists in the system, the report will update the Operation Description. Whereas, if Standard Task Code does not exist then the report will create a new Standard Code and update its Operation Description.
Screen Shot 1
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Screen Shot 2
Screen Shot 3
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