Work plan

Work plan

Description Functionality Related topics Technical documentation

Description

Work plans describe the work steps that must be carried out to produce a manufacturing part. A work plan consists of work sequences, which in turn may have their own work plans. Each sequence of operations describes which workstations and which machines are required for the production of the part and for how long.

The basic heading includes an operation, a work station and a machine, and the times required for production are recorded.

A variant item is a conditional list of basic headings. When exploding the routing, the (single) item whose condition is the first to be fulfilled is used.

Functionality

• Input window
• List window
• Work plan positions (across different work plans)
• Selection window
• Option window
• Work plan items (search results)

Input window

This window is used to maintain work plans. You can select a task list by entering the desired number in the Number field and confirming with RETURN. If several task lists with the number exist, the selection window is displayed and you can select the desired task list. If you want to call up the list window, you can select the menu item "Search".

If you create a new work plan, you must first save it before you can add work sequences. The creation date and user are preset and can be changed.

A work plan consists of one or more items, which can be structured differently:

1. Single sequence
2. Conditional sequence of operations

The single item contains a resource (work centre, work group, machine, supplier) which is required in the specified (constant or calculated) quantity.

If a supplier was specified as a resource on the routing item, this is referred to as an external work sequence(extended workbench). This means that the work defined using this sequence is not carried out by the company itself, but is ordered from the supplier specified in the resource. For more information, see Extended Workbench - External Sequences.

Since routings themselves are only assigned to the part to be produced (the part to be finished, e.g. water pump), but the purchase order for the external work must be created via another part or unit of activity (e.g. unit of activity galvanising), the order article via which the external work is ordered can also be specified on the work sequence.

An external work sequence therefore contains the following data, which makes it an external work sequence:

• workplace (e.g. surface finishing)
• Resource (e.g. supplier A)
• Order article (e.g. performance unit "galvanising" (which article is subsequently on the order to the supplier as an external service to be rendered)

A variant item is a conditional list of basic headings. When exploding the routing, the (single) item whose condition is the first to be fulfilled is used.

You can change the order of the work plan sequences with "up" and "down" arrow buttons. To do this select a position and then move it up / down. The new sequence is automatically saved.

Before you use a routing (which contains conditional items or calculated/conditional time specifications), you should test it (Test Resolution).

Menu

Menu item	Description
Edit	-
: Sequence of work	-
: : Insert	-
: : : Single sequence	Inserting a new single sequence
: : : Conditional sequence of work	Inserting a new conditional sequence of operations
: : Edit	Edit selected sequence of operations
: : Delete	Delete selected sequence of operations
: Search terms	-
: : Insert	Insert search term
: : Remove	Remove search term
: Validity	Set validity
Copy	Copy routing
Close	Close window
Search	Call up list window
Testing Resolution	Test Call upResolve

Toolbar

Symbol	Description
	Creating a new work plan
	Save changes
	Delete routing
	Print Preview
	Set validity
	Testing Dissolve
	Show part(s)
	Show production articles
	Display the usage of the task list
	Create/edit notes
	Copying sequences of operations to the clipboard
	Open first document

Fields

Field	Description
Master data
: Number	Work plan number. The formatting can be specified by the CX_JOB_SCHEDULE counter. It is also possible to set a counter using this counter. By default there is no formatting and no counter.
: Index	Version of the work plan
Description	Description text
: Search terms	Search terms
: Editor	Selected editor
date	Creation date, can be changed manually
: Reference quantity	the production quantity to which the data in the routing refer
Copied from	Original work plan, if created via menu item "Copy
: Work sequences	Listing of the work sequences
: : Show variants	Variants are displayed
Features
: Features	List of characteristics
Documents
: Structure tree	Using the structure tree on the left side, subfolders or subnodes( ) can be generated. Associations (document references, parts, partial roles, partner functions, etc.) can be moved within the structure by drag & drop and thus structured. In addition, you can navigate through the structure tree to display the associations of the folder in the right-hand list. (At present only document references can be structured).
: List	The list of document references is on the right-hand side. The local document references are marked with the box symbol ( ) and the global ones with the document reference icon ( ) are shown. In addition, global document references can also be inserted as conditional tables. Of the associated documents, the description of the document reference is displayed next to the type. This can be either the short title in the operating language or the description text. The type and the file name are also displayed. link: Description of the buttons for maintaining the assignments to the document references
Description of structure node	For the folder (structure nodes) defined in the structure tree, a different description can be entered here and saved using the save button to the right of the field.

Buttons

button	Description
Master data
Editor	Call up the user selection window
Insert EP	Create new single item
Insert VP	Create new variant item
Delete item	Delete selected sequence of work plans
Documents
Open	Opens the document of the selected document reference in the preview. Depending on the file type, Adobe Acrobat Reader, Word or, for example, Internet Explorer is started.
Insert	When inserting, you can choose between local document references and global document references. Context menu Global document reference Select Using the selection mask of the document references, an existing global document reference can be selected from the master data and associated with the object. : Create A new global document reference is created and directly associated with the object. Conditional table An existing global document reference can be selected via the selection mask of the document references. This document reference is then the first entry of a conditional table, which is associated with the object. Local document reference File (storage in database) A file can be selected, which is created as a local document reference and associated with the object. The file is imported and saved in the database. : Email - Outlook import (storage in database) The e-mail marked in Outlook is created as a local document reference and associated with the object. The email is imported and saved in the database. : Email attachment - Outlook import (storage in database) The attachment of the e-mail marked in Outlook is created as a local document reference and associated with the object. The attachment is imported and saved in the database. : File (reference) A file can be selected. The path to this file is stored in the local document reference. The document is therefore not saved in the database, but the document reference refers to the original document. : Email - Outlook Import (storage in directory) When this function is called, the e-mail marked in Outlook is saved in a directory (server directory). The file name and directory are defined by the user by means of a query. A local document reference is then automatically generated which refers to the saved email. : Email attachment - Outlook Import (storage in directory) When this function is called, the file attachment of the e-mail marked in Outlook is saved in a directory (server directory). The file name and directory are defined by the user by means of a query, and the file name is preset based on the attachment. A local document reference is then automatically generated which refers to the saved file. If the marked email has several attachments, one of the attachments must be selected by a user query.
Edit	The document reference can be edited in its editing mask.
Remove	If a global document reference is selected, the link between the document reference and the part is broken. Local document references are deleted.

List window

Used to list the work plans.

Menu

Menu item	Description
Edit	-
: Check	-
: : No value for piece time
: : External production	-
: : : External production, show all
: : : External production with wrong units
Options	Call up the option window

Toolbar

Symbol	Description
	Creating a new work plan
	Edit work plan
	Delete routing
	Print Preview
	Search for material characteristics. All task lists are searched for the set characteristics. Task lists whose assigned parts correspond to this search are also displayed as search results. The positions of routings are also searched. The positions found are displayed in the search result window for task list positions.
	Empty list and delete search terms
	Create/edit notes
	Copy all objects to the clipboard

Search fields

Field	Description
Number	Search by work plan number. Formatting can be specified by the CX_JOB_SCHEDULE counter. It is also possible to set a counter using this counter. By default there is no formatting and no counter.
Search Keyword	Search by keyword
Editor	Search for editor
Date	Search by date

Buttons

button	Description
Edit	The current work plan is displayed in the input window.
New	An empty input window opens.
Delete	The selected job plan is deleted.
Close	The window is closed.

Work plan positions (across different work plans)

In this window the positions of the previously selected task lists are displayed.

Toolbar

Symbol	Description
	Copy listed parts list items to the clipboard + export + print

List fields

Column name	Description
Type	Type of the superior task list
Work plan	Number of the superior task list
Episode	number of the sequence of operations in the work plan
Index	Change index of the item
Place	Quantity of the part (for a bill of materials) or required minutes (for a work plan)
Setup time	Set-up time of the routing sequence
Piece time	piece time of the work plan sequence
Lead time	Lead time of the work plan sequence
Activity	Activity to be carried out
Condition	Condition for the work plan sequence

Selection window

This window is used to select a task list.

Search fields

Field	Description
Number	Search by work plan number. Formatting can be specified by the CX_JOB_SCHEDULE counter. It is also possible to set a counter using this counter. By default there is no formatting and no counter.
Search Keyword	Search by keyword
Editor	Search for editor
Date	Search by date

Buttons

button	Description
OK	The selected routing is adopted.
Close	The selection is cancelled.

Option window

All settings for the search can be made here. The window can only be closed with the "OK" button.

Menu

Menu item	Description
Edit	-
: Set default settings	all changed settings are reset to default

Fields

Field	Description
Search options	-
: Immediate take over in case of a hit	If only one working plan is found during a search, this is opened in the input window
Clear the list before starting a new search	The list is cleared before each new search
: General Search	Use search terms from the work plan itself
Advanced search	Search terms of the roles of the work plan are taken into account
Validity	Validity
Number of objects	Determines the maximum number of objects in the list that can be displayed during a search

Buttons

button	Description
OK	The settings are saved and the window is closed.

Work plan items (search results)

If a search was carried out using set attributes, the positions to which the search applied are displayed here.

A search for attributes applies if the subitem itself has the attribute you are looking for in any specified form, or if the subitem has a formula or conditional table as a quantity that contains this characteristic.

For quantities as formulas or conditional values, the value of the characteristic is never checked.
This means that if you search for LENGTH=34mm, a BOM/routing item is not displayed, even if it contains a quantity table with an entry LENGTH=34mm.
Likewise, conditional BOM/routing items whose condition exactly matches the searched expression are not found.
Only if this position also has the fixed attribute LENGTH=34mm, it will be found.

So if you want to search all conditional entries and formulas for an attribute, you have to use the search on "available".

Toolbar

Menu item	Description
	The position selected in the list is opened for editing
	The task list selected in the list is opened for editing

A double click on an entry opens the editing mask of the position

Buttons

button	Description
Close	The window is closed

Related topics

• Index
• Sequence of operations
• Explode task list
• Conditional sequence of operations
• Part master data