Setup > Manufacturing > Entry transactions > Production plan 

This function facilitates the management of the personalization setup of the Production Workbench screens.

At least one standard production workbench transaction is delivered with the installation of the software. It can be modified or deleted by means of this function, which can also be used to create new ones.

It is possible to setup several transactions for the material issue workbench. Each transaction, identified by a code and a label, appears in a selection window at the time of calling the "Production Workbench" option.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

The entry of the setup is carried out by entering information into the header and four tabs.

Header

Presentation

The transaction header allows the user to create new transaction codes or to look for existing transactions to modify or delete. It is composed of two sections:

TRANSACTION

This is the code identifying the setup of the Production Workbench transaction. A description is assigned to each setup transaction code. These are two items of information that appear in the selection window proposed at the start of the production reporting entry.

Access code

Transactions can be filtered according to the users, thanks to the introduction of this access code: if the field is assigned, only the users who have this access code in their profile will be able to access the transaction.

If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer proposed: the access is by direct entry.

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Fields

The following fields are present on this tab :

Production plan

  • Transaction (field BTSNUM)

This field indicates the code of the setup transaction.

  • field DESAXX

This long description is used as a title in screens and reports.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

  • Click Translation from the Actions icon in the corresponding field.
  • In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

SEEINFOThe connection language must be defined as a default language for thefolder.

  • Active (field ENAFLG)

Use this field to activate or deactivate a transaction.
Inactive transactions are not displayed in the transaction selection window.

This access code is used to restrict access to data by user or group of users.
If this field is entered, only users with this access code in their profile can use this transaction.
If several transactions are available, you can choose the transaction you want to use to open the function. If only one transaction is available, there is no selection to be made: the default entry screen opens directly.

This field is used to allow access to the transaction to a limited group of companies.

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Tab Setups

Presentation

In this tab, the following must be defined:

  • Which production reporting type is requested (entry to stock on WO/entry to stock on BOM).
  • Which default quantity should be used to initialize the produced quantity in the case of an entry to stock on BOM without WO?
  • If the material consumptions associated with the production reporting should be achieved                        
  • The material consumption method: this setup is used to load the quantities of consumed material based on the planned and achieved quantity.
  • Strict manual withdrawal: this setup allows the user to impose or not manual entry of the consumption of the materials with the immediate stock withdrawal method.

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Fields

The following fields are present on this tab :

Parameters

  • WO tracking (field OFFLG)

This field indicates if the transaction authorizes the tracking on WO.

  • BOM tracking (field BOMFLG)

This field indicates if the transaction authorizes the tracking on BOM.

  • Default quantity (field QTYSAI)

This field defines the default release/tracking quantity. 

  • Economic lot. The economic order quantity defined on the product-site record (field EOQ);
  • Technical lot. The lot size defined on the product-site record (field Technical lot);
  • None. The release/tracking quantity must be entered manually.

Material consumption

  • field MATFLG

This field indicates if the transaction authorizes the tracking on associated materials.

  • No: No material consumption,
  • Yes Manual: It will be possible to save the consumption of associated materials by activating the "material consumption" button.
  • Yes automatic: The consumption of associated materials will be automatically carried out upon validation.
  • Yes automatic and manual: It is possible to manually track the associated materials.
    If the associated materials were not manually tracked, they will automatically be upon validation.
  • field CONSMAT

Setup used to define, for this entry transaction, the material consumption mode:

  • According to the immediate planned quantity: all the planned materials are consumed upon first tracking, no matter what the quantity of finished product actually produced,
  • According to the ranged produced quantity: the material proportionately to the finished product quantity, without exceeding the planned quantity,
  • According to the produced quantity: the material proportionately to the finished product quantity.
  • Manual issue only (field STOCODMAN)

This parameter is a constraint for the user to choose manually the stock for consumption.

  • Filter (field MATFLTFLG)

These check boxes are used to specify an automatic tracking option on materials completed, not completed, or on both criteria.

  • Single warehouse (field WRHOBY)

The presence of this check box is subject to the WRH activity code.

  • If this check box is selected, it will be mandatory to enter the warehouse in the entry screen header. As far as the document line parameter is concerned, it cannot be defined as Entered, but only as Hidden or Displayed.
     
  • If this box is not checked, the warehouse will not be a mandatory criterion of the documents. As far as the document line parameter is concerned, it will be possible to define it such that it allows them as being possible to enter, thus authorizing the management of multi-warehouse entriyelines
  • Warehouse (field WRHCOD)

The presence or absence of this option is subject to the activity code WRH.
This option is used to define, for this entry transaction, whether the header warehouse must be:

  • Hidden:
    The field is not displayed on the entry screen.
  • Displayed:
    The field is displayed and cannot be modified.
  • Entered:
    The field is displayed but can be modified.

SEEINFO If the Single-warehouse box is checked, this field automatically takes the value Entered. It is indeed mandatory to specify the warehouse in the document header.

  • Container (field LPNRCPCOD)

 

Block number 2

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Tab Filters/Sort

Presentation

In this tab, the following must be defined:

  • A default filter that is used to select the products to be proposed in the grid (closed, not closed, all)
  • The possibility or not to modify this filter,
  • Two sort criteria to be combined from the four possible choices: these sort criteria can be modified during the use of the production workbench.
  • Transaction codes for entries and issues: these stock transaction codes are used to specify rules within the same transaction type (refer to the stock management rules).
  • Automatic journal codes for entries and issues: the automatic journals that will be used to post the movements created with this transaction should be mentioned here.

 

Fields

The following fields are present on this tab :

Filter

  • Filter default value (field FILTDEF)

Use this field to set, for this entry transaction, the default value for the Filter field (field FILTOPE).

  • Filter (field FILTFLG)

Use this field to define, for this entry transaction, if the Filter field (field FILTOPE) should be:

  • Entered: The value of the Filter default value field is assigned and displayed.
  • Displayed: The value of the Filter default value field is assigned and displayed but cannot be modified.
  • Hidden: The value of the Filter default value field is assigned but the Filter field is not displayed.

Sort

  • Criteria 1 (field CRIT1)

This field gives the main sort criteria for the table of records to be processed.

  • Criteria 2 (field CRIT2)

This field gives the second sort criteria for the table of records to be processed.

Stock receipt

Movement group, initialized by the movement group of the transaction being used.
This statistical information is recorded in the stock journal when saving the receipt/disposal movements. This movement group comes from the miscellaneous table number 9. The value given in the transaction setup corresponds to a default value that can/cannot be visualized and/or modified according to the transaction setup (entered, displayed, hidden field).

Statistical information used in the stock transactions associated with the shipment. This value is fixed if the original document does not reference a movement group. Otherwise, the movement group of the document at the origin of the quality control is suggested in priority.

This field is used for this transaction to specify the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting entries with respect to the stock movements created with this transaction.
This field can only be accessed if the SCOIFA - WIP accounting interface parameter is set to No.

A stock transaction code is used to specify rules within a similar transaction type.

SEEINFOThese codes must be created in the miscellaneous table number 14.

The movement code is used to define specific stock receipt and issue rules for some transactions. For example, a dedicated transaction associated with experienced users can authorize the receipt to stock of goods in A status while the other users may be associated with a transaction authorizing the receipt to stock of goods in Q status.
SEEWARNINGThis will only be possible for product categories authorizing this type of receipt rules and having such a movement code (seeProduct category).

Stock issue

Movement group, initialized by the movement group of the transaction being used.
This statistical information is recorded in the stock journal when saving the receipt/disposal movements. This movement group comes from the miscellaneous table number 9. The value given in the transaction setup corresponds to a default value that can/cannot be visualized and/or modified according to the transaction setup (entered, displayed, hidden field).

Statistical information used in the stock transactions associated with the shipment. This value is fixed if the original document does not reference a movement group. Otherwise, the movement group of the document at the origin of the quality control is suggested in priority.

This field is used for this transaction to specify the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting entries with respect to the stock movements created with this transaction.
This field can only be accessed if the SCOIFA - WIP accounting interface parameter is set to No.

A stock transaction code is used to specify rules within a similar transaction type.

SEEINFOThese codes must be created in the miscellaneous table number 14.

The movement code is used to define specific stock receipt and issue rules for some transactions. For example, a dedicated transaction associated with experienced users can authorize the receipt to stock of goods in A status while the other users may be associated with a transaction authorizing the receipt to stock of goods in Q status.
SEEWARNINGThis will only be possible for product categories authorizing this type of receipt rules and having such a movement code (seeProduct category).

 

Tab Display

Presentation

This tab makes it possible to define all the columns that should be displayed in the Material Issue Workbench, along with their display order.

Also specified here is whether the quantities produced should be pre-loaded or not.

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Fields

The following fields are present on this tab :

Block number 1

  • Preload quantity completed (field CPLUPDFLG)

Preload of times/quantities carried out.
If this setup is set to 'YES', the passed times and the quantities carried out/consumed are preloaded.

Block number 2

  • Number of lines (field NBRLIG)

This field indicates the maximum number of lines in the grid.

  • Number of fixed columns (field NBRCOL)

The first N columns specified in this field remain visible on the screen when scrolling.

Grid List of fields

  • Field (field INTIT)

 

  • Input (field DAC)

Use this column to define which fields are to be displayed and the order in which those fields are displayed.

 The associated field is not displayed if this field is blank.

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Tab Stock

Presentation

This tab is used to set up the fields that should be displayed, entered or hidden during the entry to stock. Only the information of the detail window can be set up.

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Fields

The following fields are present on this tab :

Entry

  • Enter packing unit (field UOMSAIFLG)

This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement.

  • If the entry of PAC unit is allowed the entry screen is generated with the fields packing unit, Quantity in PAC, PAC/STK conversion factor, Quantity in STK (this quantity is calculated and cannot be entered).
  • If the entry of PAC unit is not allowed the entry screen generated only displays the quantity in STK.

The specific case of Customer returns:

If the entry of PAC unit is allowed, then it is possible to modify the sales unit in the return by selecting a different sales unit among the following units:

  • stock unit,
  • packing unit,
  • customer packing unit.

Otherwise, the sales unit cannot be modified and the PAC/STK coefficient and the STK quantity fields are not displayed.

Special case ofLoan returns:

The entry in PAC is not possible in a load return line. The sales unit cannot be modified for this type of return.
However, for this type of document, the conversion coefficient between the document unit and the stock unit will always be displayed as well as the corresponding quantity in stock unit.

  • Supplier lot (field BPSLOTCOD)

Use this parameter to define, for this entry transaction, if the product Supplier lot number must be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.
  • Entered: The value can be modified.
  • field BPSLOTSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Lot (field LOTCOD)

Parameter used to define, for this entry transaction, whether the product Lot number must be:

  • Hidden,
  • Displayed,
  • (Entered).
  • field LOTSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Sublot (field SLOCOD)

Parameter used to define, for this entry transaction, whether the product Sub-lot number must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
  • field SLOSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Number of sublots (field NBSLOFLG)

Use this parameter to define, for this entry transaction, if the Number of sub-lots must be displayed.

  • Status (field STACOD)

This setup is used to define, for this entry transaction, whether the entry status must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified and in this case, the value entered is controlled with the rule for the product management.
  • field STASCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Location (field LOCCOD)

Parameter used to define, for this entry transaction, if the location for the product receipt must be:

  • Hidden,
  • Displayed,
  • Entered.
  • field LOCSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Order price (field MVTPRICOD)

Use this parameter to define, for this entry transaction, if the Order unitary price must be:

  • Hidden,
  • Displayed,
  • Entered.

This information is used to intervene in the valuation of the stock receipt:

  • In the case of a receipt, the default value is calculated from the net price of the receipt line.
  • In the case of a loan or subcontract material return, this information is not available.
  • field MVTPRISCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Starting serial number (field SERCOD)

Parameter used to define, for this entry transaction, whether the first product serial number for receipt to stock must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
  • field SERSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Ending serial number (field SERECOD)

Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
  • field SERESCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Identifier 1 (field IDECOD01)

The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:

  • Hidden
    The field is not displayed on the entry screen.
  • Displayed: 
    The value is displayed but cannot be modified.
  • Entered:
    The value can be modified.
  • field IDESCR01

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Identifier 2 (field IDECOD02)

 

  • field IDESCR02

 

  • Movement description (field MVTDESCOD)

Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:

  • Hidden,
  • Displayed,
  • Entered.
  • field MVTDESSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Warehouse (field WRHCOD1)

The presence or absence of this option is subject to the activity code WRH.
It is used to define, for this entry transaction, whether the warehouse on the document line must be:

  • Hidden: The field is not displayed. This will be single-warehouse managed.
  • Displayed: The field is loaded with the warehouse entered in the header, and cannot be modified. This will be single-warehouse managed.
  • Entered: The field is displayed and it can be modified. This setup allows a multi-warehouse management.
    This value cannot be selected if single-warehouse management has been activated in the transaction header.
  • field WRHSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Container (field LPNCOD)

This field is subject to the LPN - License plate no. management activity code.

For this entry transaction, specify if the container and license plate number on the document line must be:

  • Hidden
    The fields are not displayed on the entry screen.
    If the conditions are met for creating license plate numbers 'on the fly', the default container is used (even if hidden), and one or several license plate numbers are assigned automatically .
  • Displayed
    If the conditions are met for creating license plate numbers 'on the fly', the default container is used and one or several license plate numbers are assigned automatically. These values are displayed but cannot be modified.
  • Entered
    The default container value is loaded in the field. It is displayed and available for modification. The license plate number can be entered or modified if determined automatically.
Please refer to the License plate number field help linked to the Miscellaneous receipts function for more information on creating license plate numbers 'on the fly'.

  • field LPNSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.

Detail

  • Enter packing unit (field UOMSAIFLG1)

This setup is used to define, for this entry transaction, whether the entry in packing units is authorized or not in the receipt movement.

If the the entry of the PAC is possible, it is then possible to modify the PAC/STK conversion factor (on the condition that the product unit authorizes this modification).

  • Supplier lot (field BPSLOTCOD1)

Use this parameter to define, for this entry transaction, if the product Supplier lot number must be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.
  • Entered: The value can be modified.
  • field BPSLOTSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Major version (field ECCCOD)

This parameter is used for this entry transaction to define whether the Major version number should be:

  • Hidden: the field is not displayed in the entry screen
  • Displayed: The value is displayed but cannot be modified

The management of the version numbers is only carried out at the Lot complement window level.

  • field ECCSCR

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Minor version (field ECCCODMIN)

This parameter is used to define, for this entry transaction, whether the Minor version number must be:

  • Hidden: the field is not displayed in the entry screen.
  • Displayed: The value is displayed but cannot be modified

The management of the version numbers is only carried out at the Lot complement window level.

  • field ECCSCRMIN

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Identifier 1 (field IDECOD1)

The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:

  • Hidden
    The field is not displayed on the entry screen.
  • Displayed: 
    The value is displayed but cannot be modified.
  • Entered:
    The value can be modified.
  • field IDESCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Identifier 2 (field IDECOD2)

 

  • field IDESCR2

 

  • Printing (field PRNCOD1)

Specify if label printing is authorized for this entry transaction. You can authorize the printing of:

  • Stock labels,
  • License plate number labels created 'on the fly',
  • Stock labels and license plate number labels created 'on the fly'.

When printing is authorized, it is launched automatically when the stock receipt entry is completed.

The automatic printing of stock labels applies when using an ADC terminal: all the setup rules required for the launch are specified in the Miscellaneous receipts function implementation documentation (ADCs).

  • field PRNSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Number of copies (field PRNNBFLG1)

Parameter used to define, for this entry transaction, if the number of documents to be printed can be entered or not.

  • field PRNNBSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Order price (field MVTPRICOD1)

Use this parameter to define, for this entry transaction, if the transaction price in the Stock receipt entryscreen must be:

  • Hidden: The field is not displayed on the entry screen.
  • Displayed: The value is displayed but cannot be modified.

SEEINFOIn the case of a loan or subcontract material return, this information is not available.

  • Ending serial number (field SERECOD1)

Parameter used to define, for this entry transaction, if the last product serial number, when these numbers are consecutive, must be:

  • Hidden: The field does not appear on the entry screen but the default value is assigned to it.
  • Displayed: The default value is assigned to the field and displayed. It cannot be modified.
  • field SERESCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.
  • Movement description (field MVTDESCOD1)

Setup used to define, for this entry transaction, if the movement description that will be written in the stock journal must be:

  • Hidden,
  • Displayed,
  • Entered.
  • Available stock (field AVSTOCOD1)

Use this parameter to define if, for this entry transaction, the available to promise stock in the stock entry screen must be:

  • Hidden
  • Displayed
  • field AVSTOSCR1

Specify, for this entry transaction, if the field must be present in:

  • Form and table mode
  • Form mode
  • Table mode.

Lot

  • Expiration (field SPERFLG)

Select this check box to indicate that the lot expiry date must be entered.

  • Potency (field SPOTFLG)

Select this check box to indicate that the lot title must be entered.

To use this transaction in VT mode (ADC), do not select this check box: the lot title is not editable in this mode.

  • field SRUB1FLG

This setup is used to specify for each of the user free fields 1-2-3-4 of the Lot addition entry window whether these fields must be entered.

These fields are used to associate additional information to a lot.

To use this transaction in VT mode (ADC), do not select this check box: the user headings 1-2-3-4 are not editable in this mode.


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Tab Analytical

Presentation

In this function, the following fields cannot be accessed:

  • Entry.
  • Line distribution,
  • Header section,

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Fields

The following fields are present on this tab :

Block number 1

  • Header dimensions (field HEACCECOD)

Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:

  • Hidden: The options/analytical dimensions menu of the main window will be hidden.
  • Displayed: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear but it will not be possible to access them.
  • Entered: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear and it will be possible to access them.
  • Distribution line (field DSPCOD)

This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:

  • Hidden: the field does not appear on the entry screen but the default value is attributed to it,
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
  • field DSPSCR

Parameter used to define, for this entry transaction, if the field must be present in:

  • Record +Table modes,
  • Form mode,
  • Table mode.
  • Stock movement dimensions (field STOCCECOD)

Specify for this transaction if the analytical dimension fields related to stock movements must be:

  • Hidden
  • Displayed: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed but cannot be accessed.
  • Entered: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed and can be accessed.
This screen is common to the entry transactions for the orders and open orders. In the open orders entry transaction, this field is not available.

Entry

  • field CCESCR

 

Grid Dimension line

You can enter an analytical dimension type code on each table line.
You can access a function from the Actionsicon to pre-load all the dimension types defined on the sites of a given group of sites.

  • Method (field CCECOD)

Parameter used to define, for this entry transaction, if the analytical dimension must be:

  • Hidden: The field is not displayed on the entry screen. However, it is possible to initialize this field with a default section code.
  • Displayed: The default value is allocated to the field and displayed but the value cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified, and, in that case, the entered value is checked in the analytical dimension table.
    The default value assigned to the analytical dimension is dependent on the dimension setup performed.

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Action icon

Pre-loading dimensions

Click the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.

 

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Specific Buttons

This button is used to save the setup carried out and to trigger the generation of the corresponding screens:

This button allows the user to copy the transaction to another folder.

Error messages

In addition to the generic error messages, the following messages can appear during the entry :

You do not have the access rights for this code

This message appears when the access code entered does not exist in the user profile. To remedy this problem, it is necessary to choose an access code from the list displayed or (provided the user has the authorization) to add the requested access code to the user profile.

Tables used

SEEREFERTTO Refer to documentation Implementation