The operation plan - located on the third tab of the product request page - is the list of operations that are required to create the product. Operations are ordered in the sequence as they should be performed on the shop floor, and each operation is associated with the resources and materials that are required for the given step of the process.
The Operation plan tab has two sub-tabs. By default, it opens on the Builder tab that contains the tools to specify your operation plan. The other, General, tab is used to specify the warehouse where the product, i.e. the item around which the product request is built, is stored (for details see the corresponding section at the bottom of the page).
The Builder tab
The operation plan of a new product request is empty, as shown in the screenshot below. Its Builder tab has just 5 lists:
Operations - The list of all operations specified under the Operations menu item in Build. This list is the same as the list of Route stages in SAP Business One.
Resources - The list of all resources (machine, labor or other) specified under the Resources menu item in Build. This list is the same as the list of Resources in SAP Business One.
Materials - The list of all items specified under the Items menu item in Build. This list is the same as the list of Items in SAP Business One.
BOM - The list of items contained in the bill of materials.
Unused from BOM - The list of items (materials) that are included in the bill of materials but have not been added to the operation plan.
To start building your operation plan, just follow the instruction shown in the red frame below: Drag and drop an operation into the frame. Then continue dragging and dropping the resources and materials from the respective lists to be used in that operation. Next, repeat this sequence for all the operations you need to create your product.
You will end up with a list of operations with the corresponding resources and materials. You can always drag and drop any item in the list to a new position if needed.
It is possible to select multiple materials to add, move or delete. Use the checkboxes to select the required materials and then drag them to the operation to add or click the Trash can button to delete.
Your newly created operation plan still has several empty fields at this point shown in red frames in the screenshot below: the setup time and job time of resources and the quantity of materials.
Setup time is the time needed to set up the resource to be ready for production, in <hhh:mm:ss> format.
Job time is the time the production takes for the resource for one unit of the product, in <hhh:mm:ss> format.
Quantity is the quantity of a material needed to produce one unit of the product, expressed in the unit of measure of the material (item).
The following screenshot shows an operation plan that is fully filled in and saved.
In our example, you can see a status label for a material between the Item name and Quantity columns. You can have the same on the Bill of materials tab. This label indicates that an item has one or more other product request(s) open. A similar, but red, label flags if, for some reason, it cannot be found in the database. The labels are clickable and display a popup menu.
You can check out the other request open for the given item by selecting View request or, when there are multiple requests open for the given item, go back to the planning board by clicking View requests.
Selecting Add new item above takes you to the Create item screen. Use Create request to add a new product request for the given item. Clicking Relink item opens a dropdown list of items and you can select another item for the given row of the BOM.
If the quantity of a material used in the product request's operation plan is changed, the quantities in the bill of materials are synchronized. If a material used in the operation plan is changed in the bill of materials (the quantity is changed or the material is removed) the change is synchronized to the operation plan. Deleting a material from the Unused from BoM list also removes the material from the bill of materials.
If there are more than 50 material lines in the operation plan, detailed information and required fields are loaded for visible items only for optimized performance.
If a resource does not show in the list, check that the resource data is correct in SAP Business One. The following criteria must be fulfilled in the resource master data in SAP Business One for the resource to be available for the operation plan in Build:
The Time per resource units field cannot be empty or zero.
The Res. Units per Time Period field cannot be empty.
You may also be interested in the following related articles:
The company's default warehouse specified in SAP Business One.
The warehouse settings for resources or materials used in an operation plan can be reviewed by clicking the "expand" icon on the right of the resource or material lines, respectively.
On these lines, Build displays the first available of the following two values:
The item's/resource's default warehouse specified in SAP Business One;
The warehouse currently selected on the operation plan's General tab.
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