Enter or amend operations

This feature is used with: Bill of Materials , Estimating.

Note: The View Operation option allows you to see the entries for the operation records and cost them, but not amend them.

To enter or amend operations

Open: Manufacturing System Manager > Operations Register > Records > New Operation.

Open: Manufacturing System Manager > Operations Register > Records > Amend Operation.

1. Enter a new reference or select an existing reference from the drop-down list.
2. Enter or amend the Description.
3. Enter or amend the operation resource details.

   Subcontract	If the operation is subcontracted to an outside company, select the check box. Note: If you select this box, calculations are based on information entered on the Subcontract tab when you cost the operation.
   Do not print Operation	Select this if you do not want the operation to be included on printed documentation, for example, the route card A report on the route of components and operations within production..
   Overlap Quantity	To start the next operation, before operations finish, enter a quantity. This is the quantity of operations that may still be running when the next operation starts. Note: Important! If you are using or plan to use all Manufacturing modules, do not enter an Overlap Quantity.
   Shrinkage	To shrink the operation time shown on route card A report on the route of components and operations within production.s or job sheets, enter a percentage.
   Overlap Percentage	To start the next operation before the current one finishes, enter a percentage. The percentage of the current operation will be overlapped with the next operation. This enables subsequent operations to start earlier. Lead time is shortened for scheduled works orders or recommendations when you use the operation.
   Run Time Defaults	Any combination may be used. For example, if the cycle time for 1000 finished items is five hours, you could enter: 1000 in Quantity Per Run and 5 in Run Time Hours, or you could enter 2000 in Quantity Per Run and 10 in Run Time Hours. Run Time Hours Enter the number of run time hours. Run Time Minutes Enter the number of run time minutes. Run Time Seconds Enter the number of run time seconds. Note: Important! If you are using or plan to use all Manufacturing modules, do not enter Run Time Seconds. Quantity Per Run Enter an amount for the quantity per run. To update run times on each operation resource with a Phase type of Runtime, click Update Runtimes and click Yes when the confirmation message appears. The times are updated to the values entered in the Run Time Defaults.
   Delay	To lengthen the lead time The number of working days elapsing between placing an order for an item and taking delivery., enter the required delay time in the Delay - Hours and Delay - Minutes boxes. Delay Hours Enter the number of hours delay. Delay Minutes Enter the number of minutes delay. Delay Seconds Enter the number of seconds delay. Note: Important! If you are using or plan to use all Manufacturing modules, do not enter Delay Seconds.

4. If required, amend the notes.

   1. Select the Notes tab.
   2. Enter any notes about the operation.

   When notes are added, an asterisk appears alongside Notes on the tab.

5. If required, amend the resources.

   1. Select the Resources tab.

   2. Add, amend, delete or resequence the resources.

      Important! If you are using or plan to use all Manufacturing modules, you must enter resources following these guidelines.

      Phase	How many Resource Types?	Resource Type	Primary/Secondary	Fixed Length
      Setup	Two	Select no more than two resources for this phase. You can select a labour setup resource (Labour Resource or Labour Resource Group) and a machine setup resource (Machine Resource or Machine Resource Group), but you cannot select two labour or two machine setup resources. Note: Adding a Labour Resource or Labour Resource Group updates the Include in Labour Requirements check box on the works order operation when a works order is created from the BOM record.	Select Primary or Secondary for one or the other resource.	You must select Fixed Length for the resource.
      Runtime	Three	Select one Labour Resource or Labour Resource Group. Select one Machine Resource or Machine Resource Group. Select one Tool Resource or Tool Resource Group.	Select Primary for your labour Resource Type and Secondary for your machine Resource Type or vice versa. Note: Do not select either Primary or Secondary for your tool Resource Type selection.	Do not select Fixed Length for the resource or resource group.
      Teardown	None

   • To add or amend resources.

     • To add a resource, click Add.

     • To amend a resource, select the resource and change the details.

       Enter or amend resource header.

       Step No.	When adding a resource, a default is displayed, based on the defaults set in Operations Settings and the current number of resources added in the list. You can change the value, if required. The step number is the resource position in the sequence of operation resources.
       Phase	Select the operation phase when the resource is used. This can be Setup, Runtime or Teardown.
       Resource Type	Select the resource type: Labour Resource, Labour Resource Group, Machine Resource, Machine Resource Group, Tool Resource or Tool Resource Group.
       Reference	Select the resource type reference. Note: The Description appears automatically.
       Primary	Select this option, if the resource is the primary resource. Note: If you are using, or plan to use, all Manufacturing modules, then selecting Primary ensures that resource costs are included when an operation with multiple resources is added to an estimate or works order.
       Secondary	Select this option, if the resource is the secondary resource.

       Enter or amend resource details.

       • Select the resource in the header list and enter or amend the resource details.

       Rate	Enter the rate per hour for labour and machine resources and per quantity for tool resources. Note: This is only available if the Allow Cost Rate Override option was selected on the resource.
       Quantity	Enter the Quantity for costing. This is available if the resource is a tool or tool resource group. Alternatively, it must be a labour resource that has the Piece Work option selected.
       Time	Enter the time in Hrs, Min and Sec for costing. Note: Important! If you are using or plan to use all Manufacturing modules, do not enter Sec. If you do not know the time, click to display the Enter Time window. Select the Time Unit. Enter the Quantity. The Absolute Time is calculated automatically. Click OK. The Hourly Cost Rate is displayed in the Time boxes.
       Fixed Length	Select if the operation has a fixed length of time when it must be completed. Note: Important! If you are using or plan to use all Manufacturing modules, only select Fixed Length for the Setup Phase resource.
       Fixed Quantity	Enter the quantity that can be made during the Fixed Length duration, if required. Normally, the time required for an operation resource is the time it takes to make one item, multiplied by the number of items being made. If you select Fixed Length, the amount of time is always what is entered against the resource. Entering a Fixed Quantity allows you to adjust the calculation. For example, if the quantity being manufactured is 100, the quantity per run is 10 and the time is 1 hour: If you do not select Fixed Length, the manufacture of the items would take 10 hours. If you select Fixed Length and enter Fixed Quantity of 0, it would take 1 hour. If you select Fixed Length and enter Fixed Quantity of 5, it would take 20 hours.
       Manning Level	Enter the number of people assigned to the operation. This is available if the resource is a labour resource group, or a labour resource that does not have Piece Work selected. Note: You must select Use manning level in the BOM Settings Costing tab in order for the manning level to be used during operation costing.
       Notes	Enter any notes about the resources.

   • To delete a resource, select the resource and click Delete.
   • To resequence the resources, click Resequence. The resources in the list are reordered according to the sequence defaults set in the Operation Register settings.

   Note: Resources are sorted by Phase. Phases are sorted into Setup phase, followed by Runtime phase, followed by Teardown phase. In each phase resources are sorted by Step No. or by Reference, as specified in the operations settings.

6. If required, amend subcontract details.

   1. Select the Subcontract tab.

   2. Add, amend, delete and select the preferred supplier details.

      Note: Important! If you are using or plan to use all Manufacturing modules, enter only one subcontract supplier for the operation. The supplier must use base currency The operating currency used by your company and the Nominal Ledger; other currencies are regarded as foreign..

   • To add a supplier, click Add and enter the following details:

   A/C	Select the supplier account. The Name appears automatically.
   Order Ref.	Enter an order reference number.
   Lead Time	Enter a Lead Time. Suggested order dates are based on the job start dates. Note: The lead time is calculated in working days.
   Order Details	Enter additional details for the order to use on subsequent purchase orders raised by Manufacturing, e.g. an S3 item. Note: Click Edit Order Details to display the Edit Order Details window and enter the text required.
   Saturday	Select this option if the supplier includes Saturdays in their planning operations.
   Sunday	Select this option if the supplier includes Sundays in their planning operations.
   Cost Heading	Select the cost heading for the subcontract costs. Note: This can only be an operations cost heading type (Labour, Machine, Tooling or Subcontract).
   Currency	The supplier currency is displayed. Note: Important! If you are using or plan to use all Manufacturing modules, you must select a subcontract supplier that uses base currency.

   • To amend a supplier, select the supplier record and change the details.
   • To delete a supplier, select the supplier record and click Delete.
   • To set a preferred supplier, select the supplier record from the list and click Set as Preferred. The Pref. column displays Yes for the supplier.

   Note: If only one supplier is listed, that supplier is set as the preferred supplier by default.

   3. Add, amend or delete Quantity Breaks.

      Note: Important! If you are using or plan to use all Manufacturing modules, do not enter more than five quantity breaks for the operation.

   • Select the supplier record in the Suppliers list.

   Any existing quantity breaks for the supplier are listed.

   • Add, amend and delete quantity breaks.
   • To add or amend the quantity breaks manually, enter the following details:

   Note: Click Add to add a quantity break manually.

   From	Enter the start quantity.
   To	Enter the end quantity.
   Cost	Enter the cost. Note: The cost is in the supplier's currency.
   Rate Per Item	Select this option if the cost is for each item. Leave clear if the cost is for any quantity in the band.
   Hours Offsite	Enter the number of hours spent offsite. This is used when calculating schedules.

   • To add or amend the quantity breaks automatically, click Auto Generate and enter the details in the Auto Generate Quantity Breaks window.
   Note:

   Do not use automatic generation if you are including decimal values in the quantity breaks. There is a limitation on using decimals with the automatic generator due to conflicts that arise from precision.

   An example of the limitation

   If you are using decimal values, it is not possible to determine the precision to use. For example:

   1 to 1.99999 2 to 2.99999

   or

   1 to 2 2.00001 to 3 3.00001 to 4

   or

   1 to 2 3 to 4 5 to 6

   There could potentially be gaps, meaning that certain values would not be covered in your quantity breaks.

   If you want to generate three quantity breaks automatically, which start from 5.5 and have an interval of 2, the automatically generated values are:

   

   Values between 6.50001 and 7.49999 and 8.50001 and 9.49999 are not covered.

   For this reason, we recommend you do not use the automatic generator for decimal values.

   • To delete a quantity break, select the quantity break and click Delete.

7. To calculate the operation cost, click Cost.

   The cost is based on the operation resources. Therefore you must have added resources before you can calculate cost.

   The cost can also be based on subcontract information.

   Note: By default, the assumption is that one person performs Manufacturing operations. If you want costing to reflect that more than one person performs the operation, ensure that you select Use manning level in the BOM Settings Costing tab.

• Enter the Quantity required to cost the operation.
• Click OK.

Costs are calculated using base currency The operating currency used by your company and the Nominal Ledger; other currencies are regarded as foreign.. If the suppliers use foreign currency, the values are converted to base currency for costing. However, you define the costs in the supplier's currency.

• Click Close.

8. Click Save.

   If you are using all Manufacturing modules, have selected Perform Compatibility Checks in System Settings and have compatibility issues, the Compatibility Warnings prompt appears.