ERP 2.50:Configuration Manual/Production management

ERP 2.50:Configuration Manual

ERP 2.50:Configuration Manual/Introduction ERP 2.50:Configuration Manual/Getting started ERP 2.50:Configuration Manual/Modeling your enterprise ERP 2.50:Configuration Manual/Setting up accounting ERP 2.50:Configuration Manual/Accounting reports ERP 2.50:Configuration Manual/Setting up taxes ERP 2.50:Configuration Manual/Tax Payment ERP 2.50:Configuration Manual/Tax reporting ERP 2.50:Configuration Manual/Document types ERP 2.50:Configuration Manual/Roles and users ERP 2.50:Configuration Manual/Business partners ERP 2.50:Configuration Manual/Setting up products ERP 2.50:Configuration Manual/Pricing ERP 2.50:Configuration Manual/Importing data ERP 2.50:Configuration Manual/Procurement ERP 2.50:Configuration Manual/Warehouse management ERP 2.50:Configuration Manual/Assets ERP 2.50:Configuration Manual/Production management ERP 2.50:Configuration Manual/Material requirement (MRP) ERP 2.50:Configuration Manual/Project management ERP 2.50:Configuration Manual/Personalizing Openbravo ERP ERP 2.50:Configuration Manual/Modules Management ERP 2.50:Configuration Manual/Configuration changes that affect the Core module ERP 2.50:Configuration Manual/Appendix

Index

This chapter explains how to set up Openbravo ERP to manage the manufacturing processes in your enterprise.

Contents 1 Setting up production area sections 2 Dividing sections into work centres 3 Cost Centers 3.1 Setting up a Cost Center 4 Machines 4.1 Creating a machine category 5 Setting up a machine 6 Toolsets 7 Maintenance 7.1 Setting up a maintenance task 7.2 Setting up a maintenance schedule for a machine 7.3 Setting up a maintenance schedule for a machine category 8 Activity 8.1 Setting up an Activity 9 Quality control procedures 10 Setting up periodic quality control

Setting up production area sections

Sections are a way of dividing the production area into meaningful units. For example a bakery with three production lines for bread could create a section for each production line. Or, a factory making shoes could be divided into a section where the leather is cut, a section where the leather is stitched, and a section where the upper shoe is glued to the lower.

To create a section:

1. From the Application menu, select Production Management > Setup > Section.
2. Click New.
3. From the Organization list, select the organization where the section is located.
4. In the Name field, give the section a name.
5. In the Description field, type a brief description of the section if required.
6. Click Save.

Dividing sections into work centres

You can divide sections into work centres where specific production activities are taking place:

1. From the Application menu, select Production Management > Setup > Work area.
2. Click 'New.
3. From the Organization list, select the organization where the work area is located.
4. In the Search Key field, type a brief expression for use in searching.
5. In the Name field, type the name of the work area.
6. From the Section list, select the section where the work area is located.
7. Click Save.

When you have set up machines you can specify which machines comprise a work centre:

1. Select the Machine Station tab.
2. From the Machine list, select the machine you want to add to the work centre.
3. Click Save
4. Add further machines to the work centre, as required.

Cost Centers

Cost centers are areas of a business which do not directly generate profit and add to the running costs of the business. Setting up cost centers enables you to monitor and manage the manufacturing costs within your operation.

Setting up a Cost Center

1. From the Application menu, select Production Management > Setup > Cost Center.
2. Click New.
3. If the cost center is connected to a particular organization, select it from the Organization list. Otherwise, select *.
4. In the Search key field, type a brief expression for use in searching.
5. In the Name field, give the cost center a name.
6. Select the Calculated checkbox if costs for the cost center are calculated by Openbravo ERP.
7. If you selected the Calculated checkbox, specify how the calculation is made. Select the By Default checkbox to use the work requirement to calculate the costs. Clear the checkbox to use the work effort.
8. Click Save.
9. Select the Version tab.
10. Click New.
11. Select the unit of measurement in which costs for this cost center are measured. You can choose from:
    • Percentage
    • Per hour
    • Per kilogram
    • Per unit produced.
12. In the Cost field type the cost per unit of measurement specified. The cost will be used to calculate the total cost incurred by the cost centre.
13. In the Valid from date field, type the date from which costs will be counted, or use the calendar tool to select a date.
14. Click Save.

Machines

You can set up each machine used in a manufacturing process in order to record its cost and maintenance requirements, and also to manage its usage and capacity. You can also group similar machines together in machine categories.

Creating a machine category

1. From the Application menu, select Production Management > Setup > Machine Category.
2. Click New.
3. If the machine category is used only in a particular organization, select it from the Organization list. If the machine category is used across all organizations, select *.
4. In the Name field, give the machine category a name.
5. In the Description field, type a brief description of the machine category if required.
6. Click Save.

Setting up a machine

1. From the Application menu, select Production Management > Setup > Machine.
2. If the machine is only used by one organization, select an organization. Otherwise, select * for all organizations.
3. In the Search Key field, type a brief expression for use in searching.
4. In the Name field, type the name of the machine.
5. If the machine belongs to a machine category, select it from the Machine Category list.
6. In the Purchase year field, type or select the date that the machine was purchased.
7. In the Lifespan field, type the lifespan of the machine in years.
8. Click Save.

To specify the cost of a particular machine

1. Select the Cost tab
2. Click New
3. In the Valid From date, type the date from which the cost of the machine was incurred.
4. If the cost of the machine is depreciated, type the amount of the total cost that will be depreciated. For example a machine could cost EUR 5000 but only EUR 3500 of that might be depreciated.
5. In the Annual cost field, you can specify the annual cost of the machine in terms of:
   • Percentage of its total cost.
   • Per hour
   • Per kilogram
   • Per units produced.
6. Specify the unit of measurement used for the annual cost in the Cost UoM field.
7. Click Save.

Toolsets

Toolsets are combinations of tools required to do a particular task. For example a mould, saw and chisel. To create a toolset:

1. From the Application menu, select Production Management > Setup > Toolset.
2. Click New.
3. In the Name field, give the toolset a name.
4. In the Description field, type a brief description of the toolset if required.
5. In the Lifespan field, type the lifespan of the toolset in years.
6. Click Save.
7. Select the Toolset tab.
8. Click New.
9. In the Search Key field, type a brief expression used for searching.
10. In the Storage Bin field, type or look up the warehouse storage bin where the toolset is stored.
11. Click Save.

Maintenance

If a machine requires maintenance, you can specify the nature and frequency of the maintenance required, by machine category or individual machine.

Setting up a maintenance task

1. From the Application menu, select Production Management > Setup > Maintenance Task.
2. Click New.
3. In the Name field, give the mainenance task a name.
4. In the Description field, type a brief description of the task.
5. Click Save.

Setting up a maintenance schedule for a machine

1. From the Application menu, select Production Management > Setup > Machine.
2. In grid view, select the machine you want to work with.
3. Select the Maintenance tab.
4. If the maintenance is carried out in a particular organization, select it from the Organization list. Otherwise, select *.
5. In the Name field, give the maintenance activity a name.
6. In the Description field, type a brief description of the maintenance activity if required.
7. From the Maintenance Type select the type of maintenance activity. You can choose from:
   • Preventive: routine maintenance to keep the machine working correctly.
   • Corrective: correcting a fault with the machine.
   • Corrective (urgent): correcting an urgent fault, for example where there are health and safety implications if the fault is not repaired as soon as possible.
8. From the Maintenance task list, select the maintenance task required.
9. In the Planned Time field, type the amount of time, in hours, to perform the maintenance task.
10. To automatically schedule the maintenance task for all machines in the category when it is scheduled, select the Include in Machines checkbox.
11. Click Save.
12. Select the Periodicity tab.
13. Click New.
14. From the Periodicity Type list, select how often the maintenance work must take place. You can choose from:
    • Bi-Monthly
    • Daily
    • Half-yearly
    • Montly
    • Quarterly
    • Weekly
15. From the Shift list, select the shift on which the maintenance work should take place. You can choose from:
    • Morning shift
    • Swing shift
16. In the Starting Day field, type the starting date for the maintenance work, or use the calendar tool to select it.
17. To exclude weekends from maintenance work, select the Exclude weekends tab. Clear the tab to enable maintenance work to be scheduled any day of the week.
18. Click Save.

Setting up a maintenance schedule for a machine category

1. From the Application menu, select Production Management > Setup > Machine Category.
2. In grid view, select the machine category.
3. Select the Maintenance tab.
4. If the maintenance is carried out in a particular organization, select it from the Organization list. Otherwise, select *.
5. In the Name field, give the maintenance activity a name.
6. In the Description field, type a brief description of the maintenance activity if required.
7. From the Maintenance Type select the type of maintenance activity. You can choose from:

   Preventive: routine maintenance to keep the machine working correctly.

   Corrective: correcting a fault with the machine.

   Corrective (urgent): correcting an urgent fault, for example where there are health and safety implications if the fault is not repaired as soon as possible.

8. From the Maintenance task list, select the maintenance task required.
9. In the Planned Time field, type the amount of time, in hours, to perform the maintenance task.
10. To automatically schedule the maintenance task for all machines in the category when it is scheduled, select the Include in Machines checkbox.
11. Click Save.
12. Select the Periodicity tab.
13. Click New.
14. From the Periodicity Type list, select how often the maintenance work must take place. You can choose from:
    • Bi-Monthly
    • Daily
    • Half-yearly
    • Montly
    • Quarterly
    • Weekly
15. From the Shift list, select the shift on which the maintenance work should take place. You can choose from:
    • Morning shift
    • Swing shift
16. In the Starting day field, type the starting date for the maintenance work, or use the calendar tool to select it.
17. To exclude weekends from maintenance work, select the Exclude weekends tab. Clear the tab to enable maintenance work to be scheduled any day of the week.
18. Click Save.

Activity

Activities are specific actions that contribute to an item being manufactured.

Setting up an Activity

1. From the Application menu, select Production Management > Setup > Activities.
2. Click New.
3. In the Name field, give the activity a name.
4. In the Description field, type a brief description of the activity if required.
5. To allocate the activity to a particular cost center, select it from the Cost Center list.
6. To allocate the activity to a particular work center, select it from the Work Center list.
7. Click Save.
8. To allocate a particular toolset to the activity, select the Toolset tab.
9. Click New.
10. In the Utilization coefficient type the number of times that the toolset will be used for each instance of the activity.
11. Click Save.

Quality control procedures

Many manufacturing processes require periodic quality control tests to ensure that the product meets required quality or safety standards. You can use Openbravo ERP to factor in quality checks in the manufacturing process and log the results.

Setting up periodic quality control

Periodic quality control means that quality control checks are performed at intervals, for example every hour. For example, a production line making computers may want to schedule a check point to verify that the machine powers up, and a subsequent checkpoint to verify that the final shipped products are complete (mouse, keyboard, cables etc).

To set up periodic quality control:

1. From the Application menu, select Production Management > Setup > Periodic Quality Control.
2. Click New.
3. If the quality control activity occurs only in a particular organization, select it from the Organization list. Otherwise, select *.
4. In the Name field, type the name of the quality control activity.
5. In the Description field type a brief description of the quality control activity if required.
6. Click Save.
7. Select the Check Point .
8. Click New.
9. In the Name field, type the name of the checkpoint.
10. In the Description field type a description of the checkpoint.
11. In the Waiting period type the length of time, in hours before production can continue while the test is taking place.
12. Click Save.

---

ERP 2.50:Configuration Manual/Material requirement (MRP)