View Operations

When a Works Order is created, the operation details are copied from the operations (or Route) on the Bill of Materials for the built item.

If version control is in use, the Active version of the BOM is used.

Before the order is completed operations can be added, removed or amended, if they differ from those defined on the Bill of Materials.

Open: Works Orders > Utilities > File Maintenance > Archived Works Order List

  • Select the View button above the list view.

Or from the menu:

Open: Cim200 Works Orders > Enquiries > View Archived Works Order

  • Enter the Works Order number.

 

Viewing Operations

The operations list is a list of the operations used on the order.

  • The Seq column shows the sequence number of the operation
  • The Reference column shows the operation reference.
  • The Description column shows the operation description.
  • The Qty Outstanding column shows the quantity left to complete on the operation. This is only updated by recording actual times and completions against operations.
  • Operations are either Standard or Subcontract. This is displayed in the Type box.

 

View Bookings

Open: Works Orders > Utilities > File Maintenance > Archived Works Order List

  • Select the View button above the list view.

Or from the menu:

Open: Cim200 Works Orders > Enquiries > View Archived Works Order

  • Enter the Works Order number
  1. Click on the Operations tab
  2. Select an operation and click View Bookings

Further details of each booking are displayed.  The booking could have been recorded either through entering Works Order Times and Cost, through Timesheet entry, or through Shop Floor Data Capture.

In the Operation Bookings area a grid displays booking details.

 

Entered By : The username who entered the booking.

Date : The date of the booking.

Completed Qty : The quantity completed whilst the booking was entered.

Labour Time : The amount of runtime labour recorded on the booking.

Labour Rate : The unit cost of the runtime labour recorded on the booking.

Labour Value : The total value of the runtime labour recorded on the booking.

Setup Time : The amount of setup time recorded on the booking.

Setup Rate : The unit cost of the setup recorded on the booking.

Setup Value : The total value of the setup recorded on the booking.

Machine Time : The amount of runtime machine recorded on the booking.

Machine Rate : The unit cost of the runtime machine recorded on the booking.

Machine Value : The total value of the runtime machine recorded on the booking.

Teardown Time : The amount of runtime labour recorded on the booking.

Teardown Rate : The unit cost of the runtime labour recorded on the booking.

Teardown Value : The total value of the runtime labour recorded on the booking.

Total Value : The total value of the booking.

Started : The start time entered on the booking.

Finished : The end time entered on the booking.

Posted : Indicates whether the booking has been posted to the Works Order.

In the Notes area at the bottom of the screen, any notes entered during the booking are displayed.

 

 

View the operation Details

 

Subcontract : If the operation is a subcontract type, the check box is ticked.

Do not print operation : If this is ticked the operation was not included on printed documentation.

Overlap quantity : To start the next operation before selected operation finishes, enter a quantity. This is the quantity of operations that may still be running when the next operation starts. MRP uses this value to calculate the time that must elapse before the next operation starts. This enables subsequent operations to start earlier, resulting in a shorter lead time for the works order.

Overlap percentage : To start the next operation before the current one finishes, enter a percentage. The percentage of the current operation will be overlapped with the next operation. MRP uses this value to calculate the time that must elapse before the next operation starts. This enables subsequent operations to start earlier, resulting in a shorter lead time for the works order.

Shrinkage : The percentage by which the operation time shown on route cards or job sheets is shrunk.

Run Time Defaults : The default run time for resource details to the operation.

    • Run Time Hours : The default number of run time hours.
    • Run Time Minutes : The default number of run time minutes.
    • Run Time Seconds : The default number of run time seconds.

Delay : The delay time entered in the Delay – Hours, Delay – Minutes and Delay – Seconds boxes will increase the calculated lead time of the works order.

    • Delay Hours : The number of hours delay.
    • Delay Minutes : The number of minutes delay.
    • Delay Seconds : The number of seconds delay.

Quantity Per Run : The quantity per run.  Time details on Runtime resource details are divided by the quantity per run when calculating lead time and cost.  Where it is not applicable to measure runtime per 1, for example when a large volume is produced in a short time, the quantity per run can be set to a higher quantity and the runtimes can be expressed in terms of this quantity.

 

View Operation Resources

  • Select the Resources tab.
  • Select a resource from the list.

 

View a Resource record

Step No. : The step number is the resource position in the sequence of operation resources.

Phase : The operation phase when the resource is used. This can be SetupRuntime or Teardown.

Resource Type : The resource type: Labour ResourceLabour Resource GroupMachine ResourceMachine Resource GroupTool Resource or Tool Resource Group.

Reference : The resource type reference. The Description appears automatically.

Primary : Ticked if the resource is the primary resource.

Secondary : Ticked if the resource is the secondary resource.

 

View Resource Details

Select the resource in the header list and view the resource details.

  • If the operation has been added from the Operations Register all resource details will be copied from the Operation.

Rate : The rate per hour for labour and machine resources and per quantity for tool resources.

Quantity : The Quantity for costing.

This is relevant if the resource is a tool or tool resource group. Alternatively, it must be a labour resource that has the Piece Work option selected.

Time : The expected time in HrsMin and Sec for costing and lead time calculation.

  • This time is used in conjunction with the Quantity Per Run value on the operation details, to define how many can be made during the expected time.

Fixed Length : Ticked if the operation has a fixed length of time when it will be completed.

  • If this setting is enabled, the calculated lead time was fixed regardless of the quantity being produced on the Works Order.  This setting is applicable for Setup and Teardown phase types.

Fixed Quantity : The quantity that can be made during the Time duration, if applicable.

  • This will be zero if the entered Time is fixed.  Alternatively, this is the quantity that can be made in the Time. For example, setting Time of 1 hour and Fixed Quantity of 5 would mean that 5 can be completed per hour.  If a Works Order of 100 was entered, the calculated lead time would be 20 hours.

Manning Level : The number of people assigned to the operation.

Notes : Any notes about the resources.

 

View Operation Subcontract details (subcontract operations only)

  • Select the Subcontract tab.
  • Select the preferred supplier details.
  • Select a supplier to view the following details:

 

Code : The supplier account. The Name appears automatically.

Order Ref. : The supplier’s reference number.  This is an internal reference, it was not copied to the purchase order.

Lead Time : The Lead Time, in working days. Suggested purchase order dates are calculated using the lead time, based on the order/operation start date.

Order Details : The details entered here were copied to the purchase order line when the purchase order was created from the Works Order module.

Saturday : Ticked if the supplier includes Saturdays in their planning operations.  If ticked, this will reduce the calculated lead time of the works order operation, if it goes over a Saturday.

Sunday : Ticked if the supplier includes Sundays in their planning operations. If ticked, this will reduce the calculated lead time of the works order operation, if it goes over a Sunday.

Cost Heading : The cost heading for the subcontract costs.

Note: This can only be an operations cost heading type (LabourMachineTooling or Subcontract).

Currency : The supplier currency is displayed.

 

 

Manage Quantity Breaks

  • Select the supplier record in the Suppliers List.
  • Any quantity breaks for the supplier are listed.
  • Quantity break details show the following details:

 

From : The start quantity.

To : The end quantity.

Cost : The cost.

Note: The cost is in the supplier’s currency.

Rate Per Item : Ticked if the cost is for each item. Unticked if this is the total cost for any quantity in the band.

Hours Offsite : The number of hours spent offsite. This is used when calculating schedules.

 

View Components linked to an Operation

On the Components tab, components linked with specific Works Order operations are shown.

For components linked to standard operations, MRP would calculate the required date for each component from the start date of its linked operation.

Components linked to a subcontract operation can be printed on subcontract despatch notes.

  • Select the Components tab.
  • The Sequence number is the sequence number of the linked component.
  • The Quantity is the quantity of the component which is linked to the operation.
  • The Unit of Measure of the linked component is displayed

 

Operation notes

Operation notes can be added to Works Order documentation, to give operatives more information such as specific instructions on how to perform the work.

  • Select the Notes
  • View any notes about the operation.

 

View Analysis Codes

Analysis codes are extra pieces of information that can be added to Works Orders or copied from the Bill of Materials.

Before using analysis codes in Works Orders, they must first be setup in Bill of Materials > Utilities > Maintenance > Maintain Operation Analysis Codes.

Each analysis code can optionally be set with a set of values which can be selected from a drop-down list, or could allow for free text entry.

  • Select the Analysis Codes
  • Any analysis codes and values are listed.