Navigating the form

Overview

Enter the identification of the site.

General

Set up the parameters for higher level system functions. These include the method for calculating estimates, the profit-setting code to use when the sales price of the production order is defined, the reservations, and the kind of information to post to the ledger.

Journal

Define which settings should operate by default in each of the four journal types. For a more explicit definition of the types and their uses, see Journal type.

Standard update

Apply these parameters when no other value is specified at a higher level, for example, when no journal name is specified for automatic picking.

Automatic update

Define settings to guide automatic updates of the production order as it moves through different production stages. The production order has a different status, depending on its stage. These settings determine that an update will be run when the production has passed a certain stage and is ready for the next. For example, the schedule will automatically be updated when a production has been cost-estimated and released.

Inventory dimensions

Apply these parameters and select which inventory dimension elements to include in the listed journals and lines. Select the inventory dimensions in the Inventory dimensionspane. To select the table or journal on which the dimension is shown use the check boxes under Show on Overview.

Number sequences

Define the setup for production-relevant number sequences.

Parameter usage

Controls which production parameters are used when the multisite functionality is activated. The options are as follows:

By company- The company-wide parameters are always used. This is the only option that is available when the multisite functionality is not activated.

By site- The parameters for the selected site are used. If no site parameter is defined, the program uses the parameter that is defined for the company. This option is available only when the multisite functionality is activated.

Not applicable

Profit-setting

The profit-setting used in determining sales price.

Company

Reservation

Select when auto-reservation should be performed.

Company

Ledger posting

Determines how production should be posted to ledger.

Company

Maximum conflict solution quantity

The maximum number of times the job scheduling should try to solve conflicts that result from capacity overload.

Company/site

Maximum job lead time

The maximum job lead time in days.

Company/site

Route network

Select the check box to enable manually setting the next operation number in routes.

Company

Mandatory date

When you select this field, you must enter a validity period for a route that states when it is valid. When the starting date expires, the route is no longer valid.

Company

Block removal of approval

When you select this field, you cannot change the status of a route once it has been approved.

Company

Block editing

When you select this field, you cannot edit a route.

Company

Post picking list in ledger

Select the check box to enable posting picking lists in the ledger.

Company/site

Post report as finished in ledger

Select the check box to enable posting production orders that are reported–as–finished in the ledger.

Company/site

Post excl. transaction type

Select the check box to exclude the transaction type from ledger transactions when they are totaled and created during production posting.

Company/site

Planned order

Select the check box to include capacity that is reserved for planned orders during production scheduling.

Company/site

Project

Select the check box to include capacity that is reserved for projects during production scheduling.

Company/site

Limited work center search

Use this field to improve the performance of the job scheduling. When you select this check box, the program searches for the first work center that fulfills the required date and time. If you do not select the check box, the program searches for the work center that fulfills the required date and time and, also, the shortest lead time.

Company/site

Price calculation

Select this field if you want to calculate the estimated cost price for a production order during the estimation stage. You can see the results in the Price calculationform. The realized cost price of a production order is calculated when you post production journals, regardless of this parameter.

Company/site

Delete capacity reservations

Select the check box to delete capacity reservations when reporting production orders as finished.

Company/site

Use estimated cost price

Select the check box to use the estimated cost price to determine the physical value when reporting production orders as finished.

Company/site

Picking list

The default journal name that is used if nothing else is entered for the production order line.

Company/site

Route card

The default journal name that is used if nothing else is entered for the production order line.

Company/site

Job card

The default journal name that is used if nothing else is entered for the production order line.

Company/site

Report as finished

The default journal name that is used if nothing else is entered for the production order line.

Company/site

Mandatory cost category for quantity

Select the check box to enable specifying a quantity category in route and job card journals.

Company/site

Mandatory cost category for hours

Select the check box to enable specifying an hour category in route and job card journals.

Company/site

Automatic BOM consumption

Select this field to enable automatic consumption when you update a production order. The program then posts the picking list for the consumed materials. The options are the following:

• Flushing principle– Automatically register consumption according to the setting of the Flushing principlefield on the BOM line.

• Always– Always register automatic consumption.

• Never– Do not register automatic consumption.

Note
This setting is used when you update a production order but do not directly access the Startor Report as finishedforms.

Company

Automatic report as finished

Select the check box to enable feedback for the last operation to be automatically reported–as–finished.

Company

Update capacity plan

Select the check box to enable automatic update of the capacity plan when posting journals.

Company/site

Pick negative

Select the check box to allow negative picking in the physical inventory when posting.

Company

Physical reduction

Select the check box to automatically reduce item consumption to the physical inventory when the stock is out.

Company

Inv.-manage planned order qty.

Select the check box for the planned order quantity to appreciate the attached inventory transactions.

Company

Accept error

Accept missing feedback for work center and item consumption.

Company

Automatic BOM consumption

Select the check box to set BOM consumption for the current production to be automatically picking–list updated.

Company

Scrap method

Select the method for posting item and work center consumption that is used for the error–reported quantity.

Company/site

Scrap account

Account number

Use this Extended data type(AccountNum) to the define length and adjustment of the ledger account. Alphanumeric characters are allowed.

1. Enter the length of the longest possible ledger account number.

2. Select between left adjusted and right adjusted.

   Note
   The adjustment type is important for the sorting of the accounts in Chart of accounts Chart of accounts.

Company/site

Finite capacity

Select the check box to ensure that scheduling observes capacity limitations.

Company/site

Finite material

Select the check box to ensure that scheduling makes sure (by use of futures messages) that materials are available.

Company/site

Finite property

Select the check box to ensure that scheduling observes any property requirements.

Company/site

Scheduling method

Select the method to use for automatic scheduling.

Company/site

Automatic BOM consumption

Select an option to set up automatic BOM consumption when you update a production order. The program then posts a picking list journal for the received quantity on the purchase order. The options are:

• Flushing principle– Automatically register consumption according to the setting of the Flushing principlefield on the BOM line.

• Always– Always register automatic consumption.

• Never– Do not register automatic consumption.

Note
This setting is used when you update a production order but do not directly access the Startor Report as finishedforms.

Company/site

Automatic BOM consumption

Select an option to set up automatic BOM consumption when production orders are updated automatically to the Start phase. The program then posts a picking list journal for the consumed materials. The options are:

• Flushing principle– Automatically register consumption according to the setting of the Flushing principlefield on the BOM line.

• Always– Always register automatic consumption.

• Never– Do not register automatic consumption.

Company/site

Automatic route consumption

Select an option to set up automatic route consumption when production orders are updated automatically to the Start phase. The options are:

• Route group dependent– When a purchase order is received physically, a connected operation is updated by posting a route card journal. The route group from the operation determines whether the setup times or process times are consumed in the journal.

• Always– When a purchase order is received physically, a connected operation is updated by posting a route card journal. Setup times and process times are always consumed regardless of the automatic route consumption settings of the route group.

• Never– When a purchase order is received physically, a connected operation is not updated.

Company/site

Automatic BOM consumption

Select an option to set up automatic BOM consumption when production orders are updated automatically to the Report as finished phase. The program then posts a picking list journal for the consumed materials. The options are:

• Flushing principle– Automatically register consumption according to the setting of the Flushing principlefield on the BOM line.

• Always– Always register automatic consumption.

• Never– Do not register automatic consumption.

Company/site

Automatic route consumption

Select an option to set up automatic route consumption when production orders are updated automatically to the Report as finished phase. The options are:

• Route group dependent– When a purchase order is received physically, a connected operation is updated by posting a route card journal. The route group from the operation determines whether the setup times or process times are consumed in the journal.

• Always– When a purchase order is received physically, a connected operation is updated by posting a route card journal. Setup times and process times are always consumed regardless of the automatic route consumption settings of the route group.

• Never– When a purchase order is received physically, a connected operation is not updated.

Company/site

Group by vendor

Select the check box to group purchases by vendor when purchases are automatically created during estimation.

Company

Group by buyer group

Select the check box to group purchases by combination of vendor and buyer group when purchases are automatically created during estimation.

Company

Automatic route consumption

Select the method for registering automatic route consumption. The options are the following:

• Route group dependent– When a purchase order is received physically, a connected operation is updated by posting a route card journal. The route group from the operation determines whether setup or process times are consumed in the journal.

• Always– When a purchase order is received physically, a connected operation is updated by posting a route card journal. Setup and process times are always consumed regardless of the automatic route consumption settings of the route group.

• Never– When a purchase order is received physically, a connected operation is not updated.

Company/site

Show info

Select the check box if you want to be informed about route–card–journal posting when a purchase order is received physically.

Company/site

Production orders

Select the check box to display the dimension in the list along with productions.

Not applicable

Production lines

Select the check box to display the dimension in the list along with production lines.

Not applicable

Prod. picking list journal

Select the check box to display the dimension in the list of the production picking list journal.

Not applicable

Prod. reported as finished journal

Select the check box to display the dimension in the list of the productions in the reported–as–finished journal.

Not applicable

Number sequence code

Select the number sequence codes to use when production transactions are created.

Company

Follow

Should the reference follow another reference?

Company