Production Preferences
Form ID: (AM102000)
You use this form to specify settings for the production management functionality. The settings include the numbering sequences used for production-related documents, data entry settings, scheduling rules, and manufacturing data collection settings.
The settings on this form must be specified before you can start using the production management functionality.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Numbering Settings Section
In this section, you specify numbering sequences for manufacturing transactions and documents. You can use the same numbering sequence for move, labor, material, WIP adjustment, and cost transactions, or you can use a separate numbering sequence for each type of transactions.
| Element | Description |
|---|---|
| Move Numbering Sequence | The numbering sequence to be used to assign reference numbers to move transactions created on the Move (AM302000) form. |
| Labor Numbering Sequence | The numbering sequence to be used to assign reference numbers to labor transactions created on the Labor (AM301000) form. |
| Material Numbering Sequence | The numbering sequence to be used to assign reference numbers to material transactions created on the Materials (AM300000) form. |
| WIP Adjust Numbering Sequence | The numbering sequence to be used to assign reference numbers to WIP adjustment transactions created on the WIP Adjustment (AM308000) form. |
| Cost Numbering Sequence | The numbering sequence to be used to assign reference numbers to cost transactions created on the Cost Transactions (AM309000) form. |
| Disassembly Numbering Sequence | The numbering sequence to be used to assign reference numbers to disassembly transactions created on the Disassembly (AM301500) form. |
| Vendor Shipment Numbering Sequence | The numbering sequence to be used to assign reference numbers to vendor shipments created on the Vendor Shipments (AM310000) form. |
Scheduling Section
The settings in this section determine the default system behavior during the scheduling of production orders.
| Element | Description |
|---|---|
| Use Order Start Date for MRP |
A check box that indicates (if selected) that during material requirements planning, the system verifies if the materials used for all operations of a production order are on premises on the start date of the production order. If the check box is cleared, the system verifies if the materials are on premises on the start date of an operation in which the materials are used. The state of this check box is copied to each new production order created on the Production Order Maintenance (AM201500) form. |
| Use Fixed Manufacturing Times |
A check box that indicates (if selected) that to calculate the start and end dates of a production order, the system uses the value of the MFG Lead Time box on the Manufacturing tab of one of the following forms:
If the check box is cleared, the system uses the duration times of the operations to calculate the start and end dates of a production order. Attention: In advanced planning and
scheduling, the system does not use fixed manufacturing lead times.
The state of this check box is copied to the Use Fixed Mfg Lead Times for Order Dates check box for each new production order created on the Production Order Maintenance (AM201500) form, but a user can override the default state for the order. |
| Machine Scheduling |
A check box that indicates (if selected) that machine resources are scheduled during rough-cut planning on the Rough Cut Planning (AM501000) form if an operation of a production order uses a work center with machines. This check box is displayed only when the Advanced Planning and Scheduling feature is enabled on the Enable/Disable Features (CS100000) form. |
| Tool Scheduling |
A check box that indicates (if selected) that the tools specified for an operation are considered during rough-cut planning on the Rough Cut Planning (AM501000) form. This check box is displayed only when the Advanced Planning and Scheduling feature is enabled on the Enable/Disable Features (CS100000) form. |
| Use Shift Crew Size | A check box that indicates (if selected) that the system considers the crew size and efficiency when calculating the duration of work center operations during rough-cut planning on the Rough Cut Planning (AM501000) form. You specify the crew size and efficiency in the Crew Size and Efficiency columns, respectively, on the Shift Info tab of the Work Centers (AM207000) form. If the check box is cleared, the system does not consider crew size and efficiency during rough-cut planning. |
| Fixed Mfg Calendar ID | Required. The calendar that defines the available days and hours for the
manufacturing floor; the system uses this calendar for the scheduling of
manufacturing operations if the Use Fixed Manufacturing Times
check box is selected. This calendar can be created and modified on the Work Calendar (CS209000) form. Attention: You
must select this calendar even if the Use Fixed Manufacturing
Times check box is cleared on this form because a user can select
the Use Fixed Mfg Lead Times for Order Dates check box on
the Production Order Maintenance (AM201500) form for a specific production
order. |
| Fixed Mfg Units |
The time period that the system uses for defining the start and end date and time of a production order with fixed manufacturing times. You can select either of the following options:
|
| Block Size |
The size of the blocks the system uses for scheduling production orders during rough-cut planning. Production order operations consume complete blocks, so the block size needs to accommodate your smallest cycle time for operations. You can select any of the following options (which are in the hh:mm format):
Attention: If you change the block size, you must reschedule production
orders by using the APS Maintenance Process (AM512000) form.
This box is displayed only when the Advanced Planning and Scheduling feature is enabled on the Enable/Disable Features (CS100000) form. |
Data Entry Settings Section
In this section, you specify the default production order types to be used for new production orders and the settings that affect the workflow of production transactions and documents (except vendor shipments).
| Element | Description |
|---|---|
| Use Labor Rate |
The source of the labor rate that the system uses for calculating the actual labor cost in production orders. You can select either of the following options:
Attention: When the system backflushes labor for an operation of a
production order, it uses the standard cost specified for a work center assigned
to the operation because the employee is unknown.
|
| Default Order Type | The production order type with the Regular function that the system uses as the default order type for new production orders. |
| Default Disassemble Order Type | The production order type with the Disassemble function that the system uses as the default order type for new disassembly orders. |
| Capable to Promise Order Type |
The production order type with the Planning function that the system uses as the default order type for new planning orders that are created by using the Process Capable to Promise (AM515000) form. This box is displayed only when the Advanced Planning and Scheduling feature is enabled on the Enable/Disable Features (CS100000) form. |
| Include Scrap in Completions | A check box that indicates (if selected) that the system includes the scrap quantity in the quantity of completed items for an operation. The scrap cost is also included in the production order cost. If the check box is cleared, the system does not include the scrapped items in the quantity of completed items and does not apply the scrap cost to the production order cost. |
| Post Summary on Updating GL | A check box that indicates (if selected) that GL transactions that are triggered by production-related transactions are posted in summary mode. Currently, this check box does not have an effect. All GL transactions related to production transactions are posted in detailed mode. |
| Hold Documents on Entry | A check box that indicates (if selected) that when a user creates a labor, move, material, or WIP adjustment transaction, the system assigns the On Hold status to the transaction. The user must remove the status manually to be able to release the transaction. If the check box is cleared the transaction is created with the Balanced status. The exception is material transactions created by using the Material Wizard (AM300010) form, which always have the On Hold status assigned because these transactions may include lot- or serial-tracked items for which users must specify lot or serial numbers. |
| Validate Document Totals on Entry | A check box that indicates (if selected) that the system displays control boxes on all production transaction forms. A user must enter the control amount or quantity that is equal to the total amount or quantity of the transaction before releasing the transaction. |
| Default User Employee ID | A check box that indicates (if selected) that the system inserts the employee ID of the signed-in user in the Employee ID column of a labor transaction on the Labor (AM301000) form if the Production Employee check box is selected for this employee on the Employees (EP203000) form. The user can change the employee ID in each transaction row if needed. |
| Restrict Clock Entry to Current User | A check box that indicates (if selected) that the system inserts the employee ID of the signed-in user in the Employee ID box of the Summary area on the Clock Entry (AM315000) form. The user cannot change the employee ID in this box. |
| Lock Production Orders Before Closing |
A check box that indicates (if selected) that the system will assign the Locked status prior to the Closed status. The default setting of this check box is cleared. Attention: To lock and unlock production orders, you must have access to
the Manufacturing Cost Accountant and Manufacturing Production
Manager role. If you would like to restrict the close function to only the
Manufacturing Cost Accountant role, then you must also update the access
rights of the Manufacturing Production Manager role from Delete to
Revoked.
|
Vendor Shipment Settings Section
In this section, you specify settings that affect the workflow of vendor shipments on the Vendor Shipments (AM310000) form.
| Element | Description |
|---|---|
| Hold Shipments on Entry | A check box that indicates (if selected) that the system assigns the On Hold status to each new vendor shipment on the Vendor Shipments (AM310000) form. A user must take the shipment off hold manually before releasing the shipment. If the check box is cleared, the vendor shipment is created with the Balanced status. |
| Validate Shipment Totals on Confirmation | A check box that indicates (if selected) that the system displays the Control Quantity box in the Summary area of the Vendor Shipments (AM310000) form. A user must enter the control quantity that is equal to the value of the Shipped Quantity box before releasing a vendor shipment. |
Manufacturing Operations Settings Section
In this section, you specify branch-specific settings for processes related to manufacturing data collection—that is, when a user is entering manufacturing transactions by using a hand-held device.
This section is displayed only when the Manufacturing Data Collection feature is enabled on the Enable/Disable Features (CS100000) form.
| Element | Description |
|---|---|
| Use Default Quantity in Materials |
A check box that indicates (if selected) that on the Scan Materials (AM300030) form, the system applies the quantity entered by the user as the default quantity of each material row. If the check box is cleared, the system applies the quantity entered by the user to only the material row that is currently being processed. |
| Use Default Quantity in Move/Labor |
A check box that indicates (if selected) that on the Scan Move (AM302010) or Scan Labor (AM302020) form, the system applies the quantity entered by the user as the default quantity of each move or labor row. If the check box is cleared, the system applies the quantity entered by the user to only the move or labor row that is currently being processed. |
| Use Remaining Quantity in Materials |
A check box that indicates (if selected) that on the Scan Materials (AM300030) form, the system copies the remaining quantity of materials to be issued from a production order operation specified in the material row. The user can adjust the quantity to be issued by switching to Remove mode and clicking Set Qty on the form toolbar. If the check box is cleared, the user must manually enter the material quantity to be issued for each material row. |
| Use Remaining Quantity in Move |
A check box that indicates (if selected) that on the Scan Move (AM302010) form, the system copies the remaining quantity of an item to be moved from a production order operation specified in the row. The user can adjust the quantity to be moved by switching to Remove mode and clicking Set Qty on the form toolbar. If the check box is cleared, the user must manually enter the item quantity to be moved in each row. |
| Use Default Order Type |
A check box that indicates (if selected) that on the forms that support automated manufacturing data collection, the system inserts the order type specified in the Default Order Type box. If the check box is cleared, the user must select the production order type in each transaction row. |
| Request Location for Each Item in Materials |
A check box that indicates (if selected) that on the Scan Materials (AM300030) form, the system prompts the user to scan the warehouse location barcode before the user scans the barcode for each material. If the check box is cleared, the user first scans the warehouse location barcode and then scans as many barcodes as are necessary for materials to be issued from this location. To start issuing materials from another location, the user scans the barcode of this location before scanning the material barcodes. |
| Request Location for Each Item in Move/Labor |
A check box that indicates (if selected) that on the Scan Move (AM302010) or Scan Labor (AM302020) form, the system prompts the user to scan the warehouse location barcode before the user scans the barcode for each item. If the check box is cleared, the user first scans the warehouse location barcode and then scans as many barcodes as are necessary for items to be received in this location. To start receiving items to another location, the user scans the barcode of this location before scanning the item barcodes. |
| Use Explicit Line Confirmation | A check box that indicates (if selected) that on the forms that support automated manufacturing data collection, manual confirmation of each transaction line is a required step of the process. If the check box is cleared, the line confirmation step is skipped. |
| Default Warehouse from User Profile | A check box that indicates (if selected) that on the forms that support automated manufacturing data collection, the system copies the warehouse in the Default Warehouse box of the User Profile (SM203010) form for the current user to the Warehouse box. |