Production
Planning
and Scheduling Jobs
Objective
Use this exercise to learn how to plan, schedule, and release
a job. The job record you will create in this exercise will be a job to fill
the order you created in the Entering a Sales Order exercise. For this exercise,
you will be using Vantage's new Order-to-Job linking feature.
To learn how to enter a job manually, see the online help
"Entering a New Job."
1)
From the Production Management menu, select Job Management,
then General Operations, and then Job Entry.
2)
The Job Entry window appears:
3)
Create a job to fill the order from the Entering a Sales Order exercise:
go to Suggestions. The Manufacturing Suggestions browser appears, with
a list of new and changed order entries. Find one of the releases of the DCD-100-SP
that you are to manufacture for Manny at Dalton. Highlight that release, and
then click the Select button.
4)
The Manufacturing Links browser appears with all of the manufacturing
information related to the selected part. Highlight the appropriate DCD-100-SP
release in the Demand list, and click Create Job.
5)
A window prompts you to enter the job number for the new job. To assign
a job number, you can define your own job number, let the system assign the
job number as the next number, or let the system assign the order release
number as the job number. You can also append the next sequential job number
to your own identifier.
Assign the number in this way: enter your initials followed
by a dash in the New Job field (for example, "RPF-"), then click
Next Job The system adds the job number to your initials. For example, if
the most recently entered job before this is 1233, this job number becomes
"RPF-1234." When you verify that the job number is accurate, click
OK. You are returned to the Manufacturing Links window. Click Close.
6)
When you are returned to the Job Entry window, enter the job number
for the job. If you do not remember, use the Search button.
7)
Establish the production details for the job, including the assemblies
and subassemblies that compose the completed part, the materials that are
used to make each assembly, and the operations that must be performed on each
assembly. For this particular job, you already defined the production details
when you generated the quote, so you can retrieve the details from this quote
record. Select the Get Details menu option.
8)
The quantity of the material record needs to be changed (the quote
was not quite correct). To make the change, highlight the material record
in the Materials browser and double click. This will take you to Main Plant
Job Entry. Highlight the material in the Material browser: material sequence
10, part number SS-125. Then, from the Material menu, select Update.
9)
The Material Maintenance window shows information about the material
record that is being updated and retrieved from the associated quote. For
this exercise, change the Qty/Parent, which is the quantity of the material
required to produce one of the assemblies with which it is associated. For
this exercise, increase the Qty/Parent by .02. The Required Qty is increased
automatically. Once you make this change, click OK to return to the Job Entry
window.
10)
Give some special instructions to your shear operator: Highlight the Shear
operation in the Operations browser (most likely Operation Sequence 10). Then
from the Operations menu, select Update. The Job Operation Maintenance window
appears.
11)
Click the Comments button at the bottom of the screen. The Job Operation Comment
window appears. In this window enter your special instructions: Operator:
Shear this piece to a size of 22 cm by 13.5 cm. To return to the operation
maintenance window, click OK. To return to the initial job entry window, click
OK again.
12)
Associate people with your job, so that any alarms and warnings generated
by this job will be sent to the appropriate personnel: Go to Job, select
Update. In the Job Header Maintenance window, from the Prod. Team combo
box, select Team A, and from the Planner combo box, select <Your Name>.
Click OK.
13)
The job is now engineered: You defined exactly what materials need to be used
and what operations need to be performed in order to create each assembly
for this part. To indicate that you completed the planning for the job, from
the Job menu, select Update. The job header maintenance window appears. In
this window, mark the toggle box labeled Engineered. Then to return to the
initial Job Entry window, select OK.
14)
Once the job has been marked as engineered, you can schedule it. To schedule
the job, from the Schedule menu option, select the Job Scheduling. This menu
option is disabled until you mark the job as engineered. The Schedule Job
window appears.
15)
Schedule this job backwards, so that it is completed by a fixed date: click
the Backward scheduling method. By default, the Production Due Date is the
required due date for the job. Leave it as this default setting. Vantage will
schedule the job to be finished as close to this date as possible.
16)
Use the Schedule as What-If toggle box to temporarily schedule a job to see
how it affects the rest of the schedule. You can accept or reject the proposed
schedule later. For now, do not schedule the job as what-if. Leave the box
unmarked.
17)
Click OK and the job will be scheduled. Once the job is scheduled, you are
returned to the initial Job Entry window.
Although Vantage tries to assign an appropriate schedule,
at some point you will likely want to review and change this schedule through
the Visual Scheduling Module. For more information, consult Online Help.
18)
Until a job is released to the floor, nobody can work on it. It does not appear
on dispatch lists or work queues. In practice, jobs are not marked as released
to the shop floor until the schedule has been manipulated and necessary raw
materials have been purchased, but for now, presume that you are ready to
work on the job. Release the record to your shop floor: from the Job menu,
select Update. In the Job Header Maintenance window, check the Released box.
To return to the Job Entry window, click OK.
19)
Examine the Job Entry window, and verify that everything is correct. To exit
the program, from the File menu, select Exit.
Using Vantage Visual Scheduling
Objective
This exercise will teach you how to use a job scheduling
board and a work center scheduling board. You will use these scheduling boards
to adjust the schedule of the job you scheduled for Dalton in the Planning,
Scheduling, and Releasing Jobs exercise.
1)
From the Production Management menu, select Visual Scheduling,
then General Operations, and then Visual Scheduling Board.
2)
The Open Visual Scheduling Board window appears:
3)
You can choose to view one of two types of Visual Scheduling boards:
a work center scheduling board, which shows all the job operations scheduled
at a particular work center, or a job scheduling board, which depicts the
schedule of a specific job. For this exercise, you want to view the schedule
for the job you created in the Planning, Scheduling, and Releasing a Job exercise.
Select Job as the window type.
4)
Enter the job number of the job you are performing for Dalton in the
Job Number field. Use the search function to select this job if you need
to. Once you select the job, click OK. This job's scheduling board will
appear. This type of scheduling board shows the schedule for all assemblies
and operation on a particular job.
5)
For this exercise, select the View menu and make sure the Assemblies
Only option is not marked. You want to view the job's individual operations
as well as its assemblies.
6)
Take a moment to review the scheduling board. The outline-like list
on the left identifies all the assemblies and operations that have been defined
for this job. The rectangular bars in the board represent when the corresponding
operations are scheduled. They are positioned according to the dates at the
top of the board.
If the schedule bar for a particular assembly or operation
does not appear in the board, highlight that assembly or operation in the
list on the left. Go to View, then select Start at Operation,
or press [ALT]+S on your keyboard. The scheduling board will be repositioned
to show that assembly or operation's scheduled block. You can also use the
Start Date field and the scroll bars to reposition the display.
7)
Before you can move an operation or an assembly, you need to change
the schedule from View-Only mode to What-If mode. Go to Options, delect
What-If Mode. Once the board is in what-if mode, you can change the
schedule. The changes you propose, however, will merely be "what-if"
changes, not definite changes. What-if scheduling allows you to see how changes
affect the rest of your schedule. You will choose to accept or reject what-if
changes later.
8)
For this exercise, you want to move the schedule for the entire job
to a point two weeks earlier. First, change the Start At date to a point
at two weeks before the scheduled start date. Then click the top row in the
scheduling board, the row that represents assembly 0, the final part. Notice
that this row spans the operations for the entire job. Also notice that basic
information about the highlighted row is displayed in the status bar at the
bottom of the window.
9)
To change an assembly or operation's scheduled time, drag and drop
the schedule bar to the new place by positioning your mouse pointer over the
bar, holding down your left mouse button, and dragging the item to the new
position. For this exercise, drag the schedule bar to a point two weeks earlier.
In order to move the schedule, you may need to first reposition the board
so that open blocks of time are displayed to the left of the board. Use the
scroll bars at the bottom of the screen to reposition the board in this manner.
10)
When you drag and drop the schedule bar for an assembly or operation, a new
window will appear. This will show the initial schedule for this operation
as well as the schedule you are proposing. Note the Move Other Operations/Assemblies
field. This is where you define how the other operations for this job should
be affected by the changes you are proposing to this particular operation
or assembly. For this exercise, select the Job - All Operations option.
You want to change the schedule for the entire job. Then click OK.
11)
The job's operations will be rescheduled and the scheduling board will be
redisplayed. Notice that now two bars appear for each operation on the job,
one representing the original schedule and the other representing the proposed
change to the schedule. You can choose to remove or display the bars representing
the original schedule by selecting the Original Location option on the View
menu. Notice that the colors used to display the two bars are different.
You can customize the colors used by selecting Change Colors from the Options
menu.
12)
You have now proposed changes to this job's schedule. But you also want to
know how this change might affect other operations which are scheduled to
be performed at the work centers where this job's operations are performed.
Go to Window, select Open. The Open Visual Scheduling Board
dialog box will appear again. This time, select Work Center as the window
type. Use the Work Center field's drop-down list to select the work center
whose schedule you want to review. For this exercise, select Shear 4ft -
Amada, the work center you are planning to use for the shear operation on
your job for Dalton. Then click OK.
The scheduling board for that work center will appear.
This new board is not the same as the first board you opened--it is a work
center scheduling board, and shows all the operations scheduled to be performed
at a particular work center.
13)
The list on the left shows all the job operations currently scheduled for
that work center. See it? It should look like this: Job number (assembly
number/operation number) - part number - operation description. For example,
JCS-12345 (0/10) - DCD-100-SP - SHEAR. If this information isn't entirely
visible, use the horizontal scroll bar underneath the operations list. Is
there a rectangular bar corresponding to this job visible in the scheduling
board? If not, the board is not currently positioned to display the operation.
Click the operation in the list. The board will be repositioned
to show the rectangular bar representing this operation. The status bar at
the bottom of the window shows basic information about the operation in the
highlighted row.
14)
The row for this operation should in fact contain two bars: one representing
the original schedule and one representing the what-if schedule you proposed
in the job schedule board. You can move a schedule bar in either type of
board and the changes will be reflected in the other board.
15)
The changes you have made are only proposed changes, known in Vantage as What-If
changes. You make these changes to see how the rest of your shop and job
might be affected. Once you see the effect of these changes, you can decide
whether or not to accept them. You accept changes by selecting Accept
All Changes or Accept Current Job Changes from the Edit menu.
For this exercise, you want to accept the proposed changes to the schedule.
Go to Edit, select Accept Changes. The schedule will
be redisplayed to show the what-if changes as the actual schedule.
15) Close the scheduling boards by selecting Exit from
each board's Window menu.
Note: If this situation had actually occurred, you probably
would also want to change the required due date for the order through the
Order Management module and the required ship date for the job through the
Job Management module.
Entering
Labor Information
Objective
This exercise will teach you how to enter labor records
through the Job Management module's Labor Entry program. Use this program
if you do not want to collect labor information directly from the floor through
the Data Collection module. You can also use Labor Entry to enter records
that adjust or augment those records entered through Data Collection. For
this exercise you will enter a labor record that accounts for the work performed
by an employee who did not use Data Collection to clock in and out.
1)
From the Production menu, select Job Management, then
General Operations, and then Labor Entry.
2)
The initial Labor Entry window will appear.
3)
In the Employee ID field, enter the employee ID of the employee whose
labor information you want to enter or maintain. For this exercise you will
be entering the timecard of an employee named Manuel J. Labor. Enter 100,
Manuel J. Labor's employee ID, in the Employee ID field. If you needed to
find an employee, you could use the search function.
Note that once you enter the employee, the rest of the
screen is filled with information about the labor that has been performed
by this employee.
4)
For this exercise you want to enter an entirely new labor record for
Manuel. Go to Time, select Add Time. The Time and Attendance
Maintenance window will appear.
5)
In the Payroll Date field enter the date of the timecard record you
are entering. For this exercise, say that the work you are entering occurred
yesterday. Enter yesterday's date.
6)
In the Shift field enter the labor shift during which the record occurred.
For this exercise, select shift 01, which is predefined in the Vantage Training
database as a shift that runs from 07:00 to 15:30. Note, however, that if
you changed this shift's default settings in the Maintaining Shift Records
exercise, the shift's start and end times will be different.
7)
For this exercise, leave the Actual and Adjusted Date, Clock In, and
Clock Out times at their default settings. They should be set according to
the start and end times defined for this shift. Enter a half hour lunchtime
by entering an actual and adjusted lunch start time and end time that are
thirty minutes apart. The payroll hours are automatically calculated.
8)
For this exercise do not enter any value in the Transaction Set field.
Make sure the Payroll box is marked. You want to generate payroll records
from this labor.
9)
Click OK at the Time and Attendance Maintenance window. You will
return to the initial Labor Entry screen.
10)
You now need to enter the labor detail information for this time and attendance
record. Labor detail records define precisely what the employee did during
this time. Make sure the Time and Attendance record you just entered is highlighted
in the Time and Attendance Review browser. Go to Detail, select Add
Detail. The Labor Detail Maintenance window will appear:
11)
Select Production as the Labor Type. The labor record you are adding is production
on a job.
12)
For Production and Setup labor types you need to select the job on which the
labor was performed. Tab to the Job Number field. Use the search function
to select an open job. If you have set up a job in the Planning, Scheduling,
and Releasing a Job lesson, choose that job. Otherwise, select another open
job.
13)
Once you have selected a job, select the particular assembly on which the
labor was performed and the specific operation that this labor represents.
For this exercise, select the first operation on the first assembly--this
will probably be assembly 0, operation 10.
14)
In the Labor Quantity field enter the number of pieces that were completed
during this labor. For this exercise say you completed 10 pieces. Enter
that quantity. For this exercise, do not enter any scrap quantity.
15)
The Labor Date is, by default, the date you entered in the time and attendance
header record. For this exercise, do not change this default.
16)
The Clock in and Clock out times define when Manuel began and ended working
on this particular labor detail. The beginning and end of the shift should
be the defaults in these fields. For this exercise, say that Manuel spent
the entire shift working on this particular job: do not change these default
settings.
17)
The default labor and burden hours are calculated automatically based on the
clock in and clock out times for this labor detail record. For this exercise
leave these at these defaults. This should be 8.00 hours.
18)
Tab to the Expense Code field. Select any expense code from the drop-down
list. Use the default code if you want.
19)
Mark both the Complete and Opr. complete boxes. This labor detail completes
the production for the operation and the operation itself.
20)
Leave the Work Center, Department, and Operation at their default settings.
These defaults were defined when you set up the job.
21)
Click the Save button. The detail line window will appear again. This is
because in practice you would often add several detail lines in succession
for a single Time and Attendance record. For this exercise, however, you
do not want to enter more than one detail line record. Click Cancel
at this window. You will return to the initial Time and Attendance window.
22)
Notice that the labor detail record now appears in the browser at the bottom
of the window. Confirm that the line seems accurate.
22) Select Exit from the File menu to exit
the program.
Completing and Closing Jobs
Completing and Closing Jobs
Objective
Use this exercise to learn how to complete and close a
job record. Completed jobs are jobs on which all production has been completed
but that have not yet had all costs posted against them. Closed jobs are jobs
that have been produced and costed completely. In this exercise, you will
mark the job you created in the Planning, Scheduling, and Releasing a Job
exercise as both closed and complete. You will then reopen the job so that
you can use it throughout the rest of this tutorial.
Note: In actual practice you will not complete or close
a job until you have actually produced the part. This exercise, then, may
seem to be out of sequence. It appears here because it is performed through
the Job Management module.
1)
From the Production Management, select Job Management,
then General Operations, and then Job Closing.
2)
The Jobs Completion/Closing Maintenance browser appears:
3) In this
browser find the job you created in the Planning, Scheduling, and Releasing
a Job exercise. This should be an open job--make sure the Job Filter is set
to Open. Use the Start At prompt to help find this job. Highlight this job.
Then click the Select menu option. The Job Completion/Closing dialog box appears:
4)
This window displays a variety of information about the job. You should
review this information and verify its accuracy before closing or completing
a job. For this exercise, the Complete Qty. is probably zero, since you
have probably not yet performed any labor that marks this job complete.
5)
Mark the Complete toggle box. By doing so, you are indicating that
production is complete on this job. For this exercise, a message may appear
informing you that you are marking the job complete even though the quantity
completed is less than the engineered quantity. Click Yes at this message.
In the Completion Date field, enter the date on which this job was completed.
By default, this is the current date.
6)
Mark the Closed toggle box. By doing so, you are indicating that all
costs have been posted to this job.
7)
Once the job is marked as both complete and closed, select OK. You
will return to the initial Job Closing/Completion screen.
8)
For this exercise, you should reopen the job you just closed and completed,
since you will need to use this job throughout the remainder of this tutorial.
Select Closed as the filter. Then find the job you just completed and closed
in the browser.
9)
Use the Start At to more quickly find this job. Highlight this job
and click the Select menu option.
The Job Completion/Closing window appears again. Unmark
the Closed toggle box. Then unmark the Complete toggle box. Then click
OK to return to the browser of jobs. Select Exit from the File menu to exit
the program.
Creating a BOM
Building Bill of Material
From the Vantage main menu,
select Production Management, Advanced Bill of Materials, then Master File
Maintenance, and then Part. The browser of parts will appear. Note that
the browser is in fact two browsers--one of parts and one of all revisions
for the currently highlighted part.
Enter new parts in Part Master File for building simplified
BOM. Use your initials to create unique part numbers for the following bill
of material.
