Report Shop Order Operation

Explanation

Use this activity to report the time and quantity for a shop order operation. It can be the time needed to set up an operation before manufacturing begins or the time of the actual manufacturing. The status of operations changes as you report them. This lets you report as many or as few steps as you desire, depending on the degree of detail planned in operation reporting. You can report more manufacturing or setup time than the default value.

If the operation is connected to a component line and that component line is not issued prior to reporting the operations, it will be issued using the backflush feature. If any of the components issued by the backflush feature is catch unit enabled, this activity can be performed only if the full quantity in the inventory part location is issued. If only a part of the quantity in an inventory location is issued, you will have to manually issue the components before reporting the operation.

This activity contains a Security Checkpoint which can be activated by an administrator. With an activated security checkpoint on a function you will have to authenticate yourself again in order to fulfill the function. Additionally, whenever a security checkpoint is successfully passed a security checkpoint log is written, creating an audit trail of what is done.

Prerequisites

• The shop order operation must be in at least the Released status.
• If the Milestone Operation check box is selected for a preceding operation on the same shop order it must be reported before a succeeding operation can be reported.
• If the Over Reporting list is set to Not Allowed on the Inventory Part/Manufacturing tab, the sum of the reported quantity complete and scrap must be equal to, or less than the planned operation quantity plus the defined over report tolerance.
• To be able to add an operation result to the time card of an employee, the reporting mode must be Employee for the site set as primary in Shop Floor Employee per Site.

System Effects

• The status of the operation changes to either Setup Started, Setup Complete, Partially Reported, or Closed depending on what you report.
• When you report that an operation is complete, the planned scheduling of the operation is reset so that the operation is released for another workload if the work center still has capacity.
• Operation-linked material which has not been issued is issued automatically.
• When having operation-linked material line with a connected supply pegging, the issue will reduce the pegged quantity by the same quantity that was issued. However, if there are more than one supply pegged to the same demand you will be notified to manually adjust the peggings before the issue can be performed. Work In Process (WIP) transactions are created.
• If the Report Previous Operations check box has been selected in the  Approve Operation dialog box, previous operations will be reported up the level reported on the current operation excluding operations set to parallel with the current operation.
• If the Adjust Schedule Due To Shop Floor Reporting check box has been selected in the Scheduling Basic Data/Shop Order Scheduling/Scheduling Server tab, the schedule will be adjusted to reflect the reported time.
• If Buffered Operations Reporting is enabled and the Adjust Schedule Due To Shop Floor Reporting check box in the Scheduling Basic Data/Shop Order Scheduling/Scheduling Server tab has been selected, at the next execution of buffered operations reporting the scheduling server will adjust the operation time due to remaining quantity and:
  • if Prioritize Reported Operation was chosen - the reported operation is given priority and scheduled as close as possible to now time.
  • if Keep Scheduled Operation Sequence was chosen - the schedule will be updated without altering the previous schedule sequence. Subsequent operations in the same order structure will move closer to the reported operation in order to fill any capacity gaps which occur immediately after the reported operation.
• For project connected shop orders in IFS/Project, the Labor Time, Setup Labor Time, Machine Time and Setup Machine Time will be reported to the project as actual hours according to the project cost elements that have been defined in the Posting Control setup.

Window

Report Shop Order Operation
Report Work Center Operation
Shop Floor Workbench
Time Card - Day
Shop Floor Reports

Related Window Descriptions

Report Shop Order Operation/Internal Operations
Report Shop Order Operation
Report Work Center Operation/Internal Operations
Report Work Center Operation
Shop Floor Workbench
Shop Floor Workbench/Reports
Approve Operation
Time - Card - Day/Mfg Result
Shop Floor Reports

Procedure

From the Report Shop Order Operation window:

1. Search for the relevant shop order.
2. In the Internal Operations tab, select the operation to report.
3. Specify the quantity complete to report in the Qty to Report field.
4. Specify the duration of the machine setup time to report in the Mach Setup to Report field. Enter zero (0) if you don't want to report any machine setup time.
5. Specify the duration of the labor setup time to report in the Labor Setup to Rpt field, and specify the number of employees that performed the setup of the operation in the Setup Crew Size field. Enter zero (0) if you don't want to report any labor setup time.
6. Specify the duration of the machine run time to report in the Mach to Report field, and specify how much of the resource capacity the operation utilized during its duration in the Resource Share field. Enter zero (0) if you don't want to report any machine run time.
7.  Specify the duration of the labor run time to report in the Labor to Report field, and specify the number of employees that performed the run time of the operation in the Crew Size field. Enter zero (0) if you don't want to report any labor run time.
8. Select the line, right-click and then click Report, or save.

From the Report Work Center Operation window:

1. Search for the relevant work center.
2. In the Internal Operations tab, select the operation to report.
3. Specify the quantity complete to report in the Qty to Report field.
4. Specify the duration of the machine setup time to report in the Mach Setup to Report field. Enter zero (0) if you don't want to report any machine setup time.
5. Specify the duration of the labor setup time to report in the Labor Setup to Rpt field, and specify the number of employees that performed the setup of the operation in the Setup Crew Size field. Enter zero (0) if you don't want to report any labor setup time.
6. Specify the duration of the machine run time to report in the Mach to Report field, and specify how much of the resource capacity the operation utilized during its duration in the Resource Share field. Enter zero (0) if you don't want to report any machine run time.
7.  Specify the duration of the labor run time to report in the Labor to Report field, and specify the number of employees that performed the run time of the operation in the Crew Size field. Enter zero (0) if you don't want to report any labor run time.
8. Select the line, right-click and then click Report, or save.

From the Shop Floor Workbench window using the Approve Operation dialog box:

1. Select the operation on which reporting should be done.
2. Click the Approve Operation option to open the dialog box.
3. In the Operation Report area, enter the quantity to report as complete in the Qty to Report field. If you want to enter the quantity to report in an alternative unit of measure, click the Input UoM option.
4. If you want the operation to be closed, select the Close Operation check box.
5. If you want preceding operation(s) to be reported up to the quantity reported on the current operation, select the Report Previous Operation check box.
6. In the Operation Time section, enter the time to report in the Mach Setup to Rpt, Labor Setup to Rpt, Mach to Rpt and Labor to Rpt fields.
7. If machine time or machine setup time is reported, specify how much of the resource capacity the operation utilized during its duration in the Resource Share field.
8. If labor time is reported, specify the crew size that worked on the setup and run time in the Setup Crew Size and Crew Size fields.
9. If the site which the operation belongs to is run in employee reporting mode you can optionally specify the employees that worked on the operation by selecting the Report Employees check box and enter a line for each employee. If a team is entered in Shop Floor Workbench the current team members will be displayed and may not be changed.
10. Click OK.

From the Shop Floor Workbench/Reports, Shop Floor Reports and Time Card - Day/Mfg Result windows using the Add Operation Result dialog box:

1. From the Shop Floor Workbench/Reports tab, select Show Operation Reports option, right-click and then click Add Operation Results. From the Time - Card - Day window, right-click on the Mfg Result tab and then click Add Operation Result. From the Shop Floor Reports window, right-click and then click Add Operation Result. The Add Operation Result dialog box will appear.
2. In the Operation ID field, use List of Values to choose which operation to register the reports on.
3. In the Transaction Date field, enter the date on which the activity occurred.
4. In the Resource field, enter the work center resource on which the operation was performed.
5. In the Completed Qty field, enter the quantity to report as completed.
6. In the Scrapped Qty field, enter the quantity to report as scrap. Enter the reason for the scrap in the Scrap Reason field. Optionally, enter a scrap note in the Note field.
7. If labor time is reported, Crew Size must be specified. If the site is run in employee reporting mode you can instead specify the employee that worked on the operation in the Employee field, or the team that worked on the operation in the Team field.
8. Enter the time you want to report in the Mach Setup, Mach Time, Labor Setup and Labor Time fields.
9. If machine time or machine setup time is reported, specify how much of the resource capacity the operation utilized during its duration in the Resource Share field.
10. Click OK.