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On Hand

The On Hand value is the On Hand balance in inventory for the top assembly item.

Committed

The Committed value is the total value of the top assembly item that is committed to Sales Orders and completed Production Order builds.

Back Ordered

The Back Ordered value is the quantity that has been back ordered on Sales Orders.

On Order

The On Order value is the total value of all Production Orders allocated for the top assembly item but not yet built or received.

Components Tab

Components Tab

The top section of the Components tab displays the formula or recipe of the finished product to be built.

The recipe lists all of the components required to make the finished product.

Non-inventoried Stock parts and labor components can also be a part of the assembly process.

If the BusinessVision Bill of Material module has been implemented and used for a period of time prior to using Production Orders, it is likely that all of the recipes have already been created using the Bill of Material module and are displayed in BVEssentials Production Orders components tab.

When the Production Order is created and the finished item is selected from the Inventory item lookup, the recipe section of the components tab will be populated from the data stored in the Bill of Materials record for the finished product.

Note: If a manufactured item has not been produced before or a bill of materials record has not been saved for it in BusinessVision or BVEssentials, then the following dialogue window will open when a manufactured item has been

PRODUCTION MANAGER

Adding Components

Components can be added to an existing Bill of Materials record or they can be added to create a new Bill of Materials record.

Production Order>Components Tab Component Details Section

In the Component details section

1. Select Inventory from the Inventory Item lookup

The item details will be displayed in the component details and a line will be created for it in the component display grid.

3. Enter Unit Qty.

This is the value that is required to produce 1 assembled product or manufactured item.

4. Enter Exp Scrap %.

This is the expected percentage of scrap that will be used in addition to the required amount needed for the assembly.

5. Actual Scrap

This field is auto-populated based on the percentage specified. The user can also type it in and the Exp Scrap % will change to reflect the actual scrap.

6. Extended Qty

This field adds the actual scrap to the value in the Unit Qty field. This calculates the total amount of this item required to produce the finished product. It is not editable.

7. Inv. Usage

This field is auto-populated and displays the quantity that will be reduced in inventory. It is not editable.

8. Unit Cost

This field is auto-populated from the inventory item record. It can be edited and if edited, then the cost will affect the assembled or manufactured item.

9. Extended Cost

The system calculates this value by multiplying the Extended Qty by the Unit cost. It is not editable.

Note: The values in the Unit Qty, Ext Qty, Unit Cost and Ext Cost in the component display grid are read from the component details of the highlighted item.

Current Inventory Counts Section

All of the fields in this area are auto-populated by the system and are not editable by the user.

PRODUCTION MANAGER

On Hand – The quantity that is physically on hand

Committed – The quantity that is committed on other Production Orders, or on Sales Orders.

Back Ordered – The quantity that is required to fulfill the required amounts needed on Production and Sales Orders.

On Order – The quantity that has been ordered from a Vendor using the Purchase Order Module or allocated to be built on another Production Order.

These fields allow the user to see at a glance the availability of each item required to complete the Production Order.

Color Coding

In the Component Display Grid, there is a colored ball beside each line item.

This allows the user to see at a glance the stock status of all items required to produce the finished product.

Green – There is sufficient stock to supply the Production Order

Red - There is insufficient stock to supply the Production Order

Yellow – There is physical stock, but it has been allocated on other

Production Orders or committed on a Sales Order.

Adding Additional Components

1. Click on the empty space below the bottom line (This inserts a line above the current line.)

Or

Click Insert Item button at the bottom left of the window

1. Select Inventory item from the inventory item lookup

2. Complete the fields in the Component Details section as detailed in the previous section.

The Sub-Assemblies button is active when a component is highlighted that is an assembled item. For more information, refer to the section “Sub-Assemblies”.

Instructions Button

The Instructions button is active when an item in the component grid is highlighted. Clicking on the Instructions button opens a window where the user can enter instructions for the component. The notes entered here are stored only for the specific component for the specific Production Order. Any entries made in the Component Instruction field will not automatically appear in the Component Instruction field in future Production Orders that use the component. They will have to be manually entered each time.

Serial Numbers Button

If an item listed in the component grid is serialized, the quantity used in the Production Order needs to have the serial numbers used identified so that the appropriate physical items in inventory can be relieved. This can be done at the time the Production Order is created or during the build process.

To assign the serialized items when the Production Order is created

1. Highlight the serialized item in the component grid

PRODUCTION MANAGER 3. The Serial/Lot Number window will open and display a list of available

serial numbers

4. Click the box to the left of the serial number(s) to be assigned to or consumed by this Production Order

5. Click OK to close the window

Deleting Components from the Component List 1. Highlight item in the Component Display Grid

2. Click Delete Item button on the bottom left of the window The item will be removed from the grid.

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