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Table of Contents
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User Setup

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  • Work Center

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  • Field: This must

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  • remain blank for users to see all routing steps.

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Picking Ticket Function

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  • Picking Ticket Function: Required for Work Orders.

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Work Order Setup

  • Product Stage and

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  • Ingredient

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  • Fields: Must be updated manually.

    • Product Stage: Default to O.

    • Product Ingredient: Default to S.

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    System will populate Batch No. automatically upon Work Order creation.

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    • Batch Number: Automatically generated in the system during Work Order creation.

      • Format: Three digits (e.g., 001, 002, etc.).

      • Resets: At the start of each year.

      • Assignment: Automatically assigned when a new Work Order is created.

      • It can be viewed and updated on the list view.

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    Picking and Scanning Process

    • Must create and register pick before scanning.

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    • Pick Status

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    • : Must be "Full" before scanning; otherwise, an error will occur.

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    First Step (Output Scanning):

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    Scan the Work Order # to display the current open Routing Steprouting step.

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    For

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    • Click the

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    • Output button, scan Container No. and Quantity, and then:

      • If there are no additional output containers, click Save.

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    To add another Output, click the Output button.

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    Must click New first to create a new container.

    Do not update Scan Output Container then Save. It will overwrite the previous container information.

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      • If you need to add more, click Save and New.

    • Note for Mobile Users: Previous values will remain visible. Make sure to click on each field to update the values for the new container before saving.

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    • After you finish scanning all output container, click Save.

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    • All input and output containers are stored in the

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    • Register Work table

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    • , with output containers also stored in the Output Container table.

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    Post to consumer inventory picked for the work order.

    Error if Pick Status != Full

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    System will display the next Routing Step automatically.

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    Click Input to scan input containers.

    Error if the Container # is not scanned before for this work order.

    Ensure all scanned containers belong to the same work order

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    Total Output Qty for all containers cannot be more than input quantity of the routing step. Done 

    When scanning input container 

    • When clicking output button, make sure all containers are scanned for input, except for the first routing step. Done 

    • Note:

      • Multiple input containers may exist

      • Display an error if not all containers for the work order are scanned

    1. Notes:

      • Multiple input/output containers may exist

      • Can scan user information or manually enter user details

      • Raw materials are consumed automatically based on standard setup (no need to scan raw materials)

      • Lot Number will be assigned at the last step of the routing process

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    • Can you display container # below Scan Input Container line? Done

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    Objective: Split the existing data entry page into two separate pages for more efficient input and output tracking.

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    Posting Inventory:

    • Click the Post button to consume inventory.

    • The next routing step is displayed automatically.

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    Input Scanning (except the First Step):

    • Click the Input button to scan the input containers from the previous routing step.

    • Must scan all containers used in the previous step.

    • System will display all scanned container numbers.

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    Output Scanning:

    • Click Output to start scanning output containers and enter quantity.

    • The total quantity of output containers must not exceed the total input quantity for that step.

    • For multiple output containers, click New before scanning additional containers.

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    Lot Number Assignment:

    • Lot Number is automatically assigned during output posting of the last step.

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    Design - Page 1: Input Data Collection

    1. Line Clearance from QA

      • Verified by: User input or barcode scan

    2. Process Start/End Time

      • Start and End timestamps for the process

    3. Who Performed the Task

      • Logged by: User input or barcode scan

    4. Secondary Signoff Verification

      • Verified by: User input or barcode scan for task completion

    5. Work Center Cleaning Start/End Time

      • Track start and end times of cleaning

    6. Who Performed Work Center Cleaning

      • Logged by: User input or barcode scan

    7. Secondary Signoff for Cleaning

      • Verified by: User input or barcode scan for equipment cleaning

    8. Scan Input Container

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    Design - Page 2: Output Data Collection

    1. Scan Output Container

    2. Enter Output Weight/Volume

    3. Date/Time of Output Creation

      • Automatically captured by the system.

    4. Who Performed the Task

      • Logged by: User input or barcode scan

    5. Secondary Signoff Verification

      • Verified by: User input or barcode scan for output verification

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    Design - Creating a New Object: Container

    Container Data Fields:

    • Container No.

    • Work Order

    • Routing Step

    • Operation No.

    • Output Item

    • Output Quantity

    • Unit of Measure

    • Work Order Lot Number

    Batch Number Management

    1. Batch Number Format:

      • 3 digits (e.g., 001, 002, etc.)

      • Resets annually to start from 001

    2. Batch Number Assignment:

      • Automatically assigned when creating a new Work Order

    3. Lot Number Assignment:

      • Lot Number is assigned during output posting. Pre-configured fields may be used based on the Work Order.

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    Design - Key Questions:

    1. Mixed Container Situations:

      • How should inventory be deducted on the Work Order?

        • Solution: Deduct inventory using picked quantity for the Work Order

    2. Container Number and Allocation/Shipping:

      • How does the Container Number relate to allocation and shipping?

        • Solution: Use the Lot Number for shipping

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    Design - Additional Resources:

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