Registering work on an operation

To stop working on an operation and to start the registration of time, materials and production data, click in the top right corner of the operation's detail screen.

The production data collection (PDC) workflow screen will be displayed. It will take you through the five steps of registration:

1. Status - Select whether more work is required or the job is completed;
2. Quantity - Enter of the quantity of products and scrap resulting from the operation;
3. Resources - Enter how long the resources have been used during the operation;
4. Materials - Enter the amount of materials used for the operation;
5. Review - Review the data you have entered in the previous steps, change them if necessary, and finish the registration process.

You can interrupt registration any time by pressing in the top right corner of the PDC workflow screens. If you do so, all fields changed in the given workflow will be deleted and the timer will resume.

1. Status

On the opening screen of the PDC workflow, make your selection:

• More work is required - Once you completed registration, the operation will remain open, but it will be pushed to Partial stop status. You can resume work later by selecting the operation from the list.
• I am finished with this operation - After completing registration, the operation will be closed and removed from the lists. No more time, materials or production can be registered for it.

Closing an operation without performing the quality check required for it may cause issues. Therefore, if the operation you are about the complete has an open inspection order, then a warning will be displayed.

2. Quantity

Enter the quantity of finished and scrap products that the operation has been performed for. Once you have completed registration, product stock will be updated in your ERP system accordingly.

If you enter a completed quantity that is higher than the planned quantity, a warning will be displayed in order to avoid unwanted overproduction. You can correct the quantity before proceeding if needed.

For items that are managed by serial numbers in your ERP system, only integer entries are allowed for product and scrap quantity. The entry of decimal point or comma is blocked.

If both fields are filled, you are automatically taken to the next step.

The values entered in this step will be displayed in the header in the following steps.

3. Resources

On this screen of the PDC workflow, Produce / Operator displays two values automatically for each resource specified for the operation:

• Expected time - The time required based on the produced and scrap quantity.
• Calculated time - The time that has elapsed since the operation was started.

In the next column (Time), you can provide the actual resource usage time in <hhh:mm:ss> format, unless the resource is declared as backflushed in the ERP system, or your manager did not allow you to make changes here.

If the issue method for the resource is Backflush in the ERP system, the time cannot be entered manually, and a lock sign () will be displayed in the Time column (like in the example screenshot above).

If the production manager selects the Time change allowed: No radio button for an operator in Produce / Manager, then the operator will not be able to change the value in the Time column. In this case, the value is grayed out and when hovering over it, a "forbidden" icon is displayed (see below).

If there are multiple resources involved in an operation, the resource with the longest time required is considered the main resource. The elapsed time is allocated to the main resource and other resources are allocated a proportionate amount of time.

For example:

• Main resource planned time = 60 minutes.
• Parallel resource planned time = 30 minutes.

In this case, for a time receipt of 10 minutes, 10 minutes are allocated to the main resource and 5 minutes to the parallel resource.

4. Materials

Produce / Operator displays three values automatically here for all materials specified for the given operation:

• Direct stock - The quantity that is available at the warehouse defined in the operation plan.
• Expected quantity - The quantity calculated based on the produced and scrap quantities.
• Unit of measure - The unit of measure specified for the material item in your ERP system.

In the next column (Used quantity), you can provide the actual material usage, unless the material is declared as backflushed in your ERP system.

If a material is backflushed in the ERP system or it needs to be booked in another department, e.g. logistics, then the material usage cannot be entered manually, and a lock sign () will be displayed in the Used quantity column.

For materials managed by serial numbers, batches or bin location (as in the screenshot above), the Used quantity fields do not allow direct entry. If your ERP system is SAP Business One, clicking into them will take you to a screen where you can assign the used quantities to batches, serial numbers or bin locations.

In Microsoft Dynamics 365 Business Central environment, Produce currently does not handle package managed items, items managed by both lot and serial number, and expiration date in the output. The examples below are relevant for SAP Business One environment only.

The example below shows assignment to bin locations:

For items managed by batches, the assignment table has a column for the Expiration date.

Batches and serial numbers are sorted and displayed by creation date (oldest first). Expired batches are listed at the bottom of the assignment table.

In case a batch has expired, its expiration date is listed in red font, along with a warning sign.

Produce / Operator technically allows you to book materials from expired batches. It is your company's policy that will have the last word on this.

Once you have entered the actual usage values, press in the header to return to the main Materials screen.

5. Review

Review the summary of the data. Expected values are based on the quantities entered in steps 2 and 3. If you choose to change data, you are returned to the relevant step in the registration process.

Materials are displayed only if there is a discrepancy between used and expected values.

If your operation used a resource that is backflushed in the ERP system, or your manager did not allow you to change time values in Produce / Operator, then the resource time value cannot be changed in step 5.

If you are happy with the review, press to confirm registration. Doing so will take you back to the operation lists.