Configuring Work Centers: Implementation Activity

In the following implementation activity, you will learn how to create a work calendar, shifts, and work centers.

Story

Suppose that SweetLife Fruits & Jams has decided to assemble customized juicers according to customers' needs. Assembly will take place in the Workhouse warehouse of the Service and Equipment Sales Center branch, in a specific work center. Two workers and a manager will be involved in the assembly process, and no machines will be used in this work center. Administrative and payroll overhead costs must be included in the production costs for this work center. Normally, workers will work in the standard shift, but sometimes overtime work will be required, and usually one worker is involved in overtime work. Standard working hours are from Monday to Friday, 10:00 AM to 6:00 PM. Overtime work is from Monday to Friday, 6:00 PM to 9:00 PM.

In a separate work center, an injection molding machine has been installed, which will be used for producing small plastic parts required for juicers. The machine will be used during the standard schedule. One worker will operate the machine during the working hours.

As an implementation manager, you need to create a work calendar for overtime (a work calendar already exists for standard working hours), shifts for standard working hours and for overtime, and work centers for juicer assembly and for the injection molding machine.

Configuration Overview

The following entities, which you will use in this activity, have been predefined in the U100 dataset:

  • On the Warehouses (IN204000) form, the WORKHOUSE warehouse
  • On the Work Calendar (CS209000) form, the MAIN work calendar, which is used for standard working hours

Process Overview

In this activity, you will do the following:

  1. On the Work Calendar (CS209000) form, you will create a work calendar for overtime work.
  2. On the Shifts (AM205000) form, you will create shifts for standard working hours and for overtime work.
  3. On the Work Centers (AM207000) form, you will create work centers for juicer assembly and for the injection molding machine.

System Preparation

Before you start performing the activity, do the following:

  1. As a prerequisite to the current activity, complete Configuring Production Cost Drivers: Implementation Activity so that the needed machine, overhead entities, and labor codes have been created in a company with the U100 dataset preloaded.
  2. Sign in to this company (that is, the company in which the prerequisite activity has been performed) as a system administrator with the gibbs username and 123 password.
  3. Make sure that the Manufacturing feature has been enabled on the Enable/Disable Features (CS100000) form.

Step 1: Creating a Work Calendar

To create a work calendar for overtime, do the following:

  1. On the Work Calendar (CS209000) form, add a new record.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. In the Calendar ID box of the Summary area, type OVERTIME.
  3. In the Description box, type Calendar for overtime.
  4. In the Time Zone box, select (GMT -05:00) Eastern Time (US & Canada).
  5. On the Calendar Settings tab, do the following:
    1. In the Day of Week column, make sure that the check boxes are selected for Monday, Tuesday, Wednesday, Thursday, and Friday.
    2. In the Start Time box for each of the selected days of week, select 6:00 PM.
    3. In the End Time box for each of the selected days of week, select 9:00 PM.
  6. On the form toolbar, click Save.

You have created a work calendar for overtime, which you will use in the work center settings along with the shift for overtime work.

Step 2: Creating Shifts

You will create a shift for standard working time and a shift for overtime work. Do the following:

  1. Open the Shifts (AM205000) form.
  2. On the form toolbar, click Add Row to add a shift for standard working time.
  3. In the columns of the added row, specify the following settings:
    • Shift: 0001
    • Description: Monday - Friday
    • Diff Type: Amount
    • Shift Diff: 0
    • Crew Size: 2
  4. On the form toolbar, click Save.
  5. On the form toolbar, click Add Row to add a shift for overtime.
  6. In the columns of the added row, specify the following settings:
    • Shift: 0002
    • Description: Overtime
    • Diff Type: Rate
    • Shift Diff: 1.5
    • Crew Size: 1
  7. On the form toolbar, click Save.

You have created shifts for standard working time and for overtime, and now you can create the needed work centers.

Step 3: Creating a Work Center for Juicer Assembly

To create a work center where the assembly of juicers will be performed, do the following:

  1. On the Work Centers (AM207000) form, add a new record.
  2. In the Summary area, specify the following settings:
    • Work Center: WCR10
    • Description: Work center for assembly of juicers
    • Active: Selected
    • Warehouse: WORKHOUSE
  3. On the General tab, specify the following settings:
    • Standard Cost: 20
    • Basis for Capacity: Crew Size
    • Scrap Action Default: No Action
    • Backflush Materials: Cleared
    • Backflush Labor: Cleared
    • Control Point: Cleared
    • Outside Process: Cleared
  4. On the Shifts tab, do the following:
    1. Make sure that the row for the 0001 shift has been added. (The row for the first shift is always added automatically because the work center must have at least one shift.)
    2. In this row, specify the following:

      Make sure that the values in the Diff Type and Shift Diff columns (Amount and 0.0000, respectively) have been copied from the shift settings on the Shifts (AM205000) form.

    3. On the table toolbar, click Add Row.
    4. In this row, specify the following:
      • Shift: 0002
      • Crew Size: 1
      • Efficiency: 1
      • Calendar ID: OVERTIME
      • Labor Code: DIRLAB
    5. On the form toolbar, click Save.
    6. Make sure that the values in the Diff Type and Shift Diff columns (Rate and 1.5000, respectively) have been copied from the shift settings on the Shifts form.
  5. On the Overhead tab, do the following:
    1. On the table toolbar, click Add Row.
    2. In the Overhead ID column, select ADMIN to add the administrative overhead to the production cost.

      You created this overhead entity in Configuring Production Cost Drivers: Implementation Activity.

    3. In the Factor column, type 1.
    4. On the table toolbar, click Add Row.
    5. In the Overhead ID column, select PAYROLL to add the payroll overhead to the production cost.

      You created this overhead entity in Configuring Production Cost Drivers: Implementation Activity.

    6. In the Factor column, type 1.
  6. On the form toolbar, click Save.

You have created the work center that will be involved in the process of juicer assembly.

Step 4: Creating a Work Center for a Machine

While remaining on the Work Centers (AM207000) form, you will create a work center for the injection molding machine. Do the following:

  1. On the form toolbar, click Add New Record.
  2. In the Summary area, specify the following settings:
    • Work Center: WCR20
    • Description: Work center for the injection molding machine
    • Active: Selected
    • Warehouse: WORKHOUSE
  3. On the General tab, specify the following settings:
    • Standard Cost: 15
    • Basis for Capacity: Machines
    • Scrap Action Default: No Action
    • Backflush Materials: Selected
    • Backflush Labor: Selected
    • Control Point: Cleared
    • Outside Process: Cleared
  4. On the Shifts tab, do the following:
    1. Make sure that the row for the 0001 shift has been added.
    2. In this row, specify the following:
      • Crew Size: 1
      • Efficiency: 1
      • Calendar ID: MAIN
      • Labor Code: DIRLAB

      Make sure that the values in the Diff Type and Shift Diff columns (Amount and 0.0000, respectively) have been filled automatically with the values specified in the shift settings on the Shifts (AM205000) form.

  5. On the Overhead tab, do the following:
    1. On the table toolbar, click Add Row.
    2. In the Overhead ID column, select FLOOR to add the floor setup cost to the production cost.

      You created this overhead entity in Configuring Production Cost Drivers: Implementation Activity.

    3. In the Factor column, type 1.
  6. On the Machines tab, do the following:
    1. On the table toolbar, click Add Row.
    2. In the Machine ID column, select INJMOLD.

      You created this machine in Configuring Production Cost Drivers: Implementation Activity.

    3. Make sure that the values in the Standard Cost and Machine Account columns (25 and 51060, respectively) have been copied from the Standard Cost box and the Account box respectively on the Machines (AM204500) form.
  7. On the form toolbar, click Save.

You have created a work center for the injection molding machine.