Settings / General settings – Boyum Help Center

Produce / Manager offers a number of settings that will influence the behavior of the application. These options are grouped on various tabs of the Settings page that you can access by clicking on your profile image in the top right corner of the screen and selecting Settings from the dropdown menu.

By default, the Settings page opens on the General settings tab that has four vertical tabs:

Warehouse
Material issuing
Custom fields
Batch settings
Schedule

Scrap warehouse

You can specify the scrap warehouse on the General settings / Warehouse tab shown in the screenshot above. If a scrap quantity is entered during the PDC workflow, it is booked to the warehouse selected here rather than to the standard warehouse.

Select the scrap warehouse from the dropdown list.

In case your company has branches specified in SAP Business One, a branch must be specified when creating a transaction. Therefore, unlike the previous screenshot, you will see all the available branches listed on the General settings / Warehouse tab, and you need to select the scrap warehouse for each from the corresponding dropdown. Such a situation is illustrated by the following screenshot. When there is no warehouse specified for a given branch, its dropdown remains empty, as for the Main branch below.

Material issuing method

Select the Material issuing vertical tab on the General settings page to specify if materials can be issued on the shop floor in Produce / Operator.

Issue materials in Produce / Operator

Select the Issue materials in Produce / Operator box (the default setting) if shop floor operators should be able to issue materials directly when they register their work. In this case, all materials will be issued in Produce / Operator, except the items that

are backflushed in SAP Business One,
you list in the Exceptions section,
belong to an item group that is listed in the Exceptions section, or
according to the production order, should be picked from the warehouse(s) that you list in the Exceptions section.

Thus the operator can issue any item except those that are backflushed in SAP Business One or are matched by the exceptions.

Exceptions can be combined into complex logical expressions using the condition builder.

Do not issue materials in Produce / Operator

Select the Do not issue materials in Produce / Operator box if it is normally not shop floor operators who issue materials in your company, but it is the responsibility of another department, e.g. logistics. When selecting this option, no materials can be issued in Produce / Operator, except the items that

you list in the Exceptions section (unless they are backflushed in SAP Business One),
belong to an item group that is listed in the Exceptions section, or
according to the production order, should be picked from the warehouse(s) that you list in the Exceptions section.

In other words, the operator can only issue items that are not backflushed in SAP Business One and are matched by the exceptions.

Exceptions can be combined into complex logical expressions using the condition builder.

The condition builder

The condition builder allows you to create complex expressions in the Exceptions section for both material issuing options.

Use AND and/or OR operators to specify the conditions that an item, item group or warehouse specified for an item in the production order needs to meet in order for the exception to take effect. Clicking on the + sign allows you to add a new condition or a new group of conditions connected by an AND or an OR operator. A condition can refer to an item, an item group, or a warehouse. Each of these elements can be associated with (required to be equal to or not equal to) a value to be selected from a drop-down list.

Take the example below:

This translates into the following condition: "If the item is Officeprint 1111 AND it does not come from the Bin Warehouse AND the item is Rainbow Color Printer 5.0 or Motherboard BTX ".

Custom fields for production orders

Selecting the Custom fields vertical tab on the General settings page allows you to specify up to three custom fields that will be displayed in addition to the "standard" production order fields available in Produce / Manager (list and detail view) and Produce / Operator (lists).

Custom fields are read-only. They only serve to display information stored in the Title (header) section of production orders in SAP Business One. There is no way to update or delete this information in Produce / Manager or Produce / Operator.

The ERP field column in the table offers dropdowns listing all the fields that are available in the Title (header) section of production orders in SAP Business One. These include basic fields that are part of all production orders, such as ItemNo (displayed in the production order header as Product No.), ones that don't even show up in the production order header, but are associated with it in SAP Business One, such as AbsoluteEntry, but also all user defined fields (UDFs) specified for the header area.

"Regular" fields that are always part of the production order header section are displayed in the ERP field dropdown list with their Title stored in SAP Business One. User defined fields are represented by their Description followed by their Title in parentheses. The syntax for the latter is <description>(U_<title>). The example below shows a UDF on the list:

SAP Business One allows string, integer, decimal, date, time data types in the production order header section. The screenshot below shows the data categories within these data types that are allowed to be used for UDFs in the production order header section by SAP Business One. Of those, Produce does not support the time (DateTimeHour) type. In principle, links and images could also be added, but this functionality does not work.

To specify a custom field,

Select the SAP Business One field you want to use in Produce / Manager and Produce / Operator from the ERP field dropdown.
Enter the name you want to use for the ERP field internally in Produce / Manager and Produce / Operator in the Display name column.
Activate the field by ticking the corresponding Active checkbox.

Only custom fields that have their Active checkbox selected will be shown in Produce / Manager and Produce / Operator. When the Display name or ERP field is empty, the corresponding Active checkbox is disabled.

When you activate a custom field, or when you change the ERP field selection in an active one, Produce has to set the corresponding values in all open production orders, both in the production order lists and details in Produce / Manager and the operation lists in Produce / Operator. This synchronization may take some time which is indicated by a warning message on the Settings page as shown in the screenshot below.

Batch settings

On the Batch settings vertical tab of the General settings you can choose how to manage batch number creation when the operator makes a partial completion while processing an operation in Produce / Operator. If you select the New batch for each partial completion checkbox, then - as the label suggests - Produce will generate a new batch number for the product whenever processing arrives at a partial completion. Otherwise the product will get a new batch number only upon the full completion of the production order. By default, the checkbox is unselected.

Schedule settings

This is the tab where you can set whether Produce should take the Start date and End date information for production orders from Schedule or directly from your ERP system. By default, the checkbox is unchecked, i.e. the information will be provided by your ERP system. If you wish to use the information set in Schedule, then you should select the checkbox. Before doing so, however, make sure you have a valid license to Schedule.

SAP Business One does not handle time information belonging to the start and end date of production orders. Therefore, if the Schedule settings checkbox is unchecked, you will see only dates in the Start date and End date columns. However, if you tick the checkbox, time information will also show up in these columns, since Schedule manages not only date but also time.

Start and end date/time information is not synchronized continuously and automatically from Schedule. The update of these values is triggered manually, by exporting data from Schedule into SAP Business One.