ShopFloor Main setup

ShopFloor main setup

The ShopFloor main setup consists of several run parameters to be adjusted.

!Whenever a parameter or setting is changed you must always close the ShopFloor client if running, and start it again to reflect any new settings.

Logically these questions have been put into 6 different sections: The Client, Quality control, Material, Print, Planning and General.

*The Client section

Order status

Select what orders you want to work on and see in ShopFloor planning:

• Released,
• Released + Firm planned
• Released + Firm planned + Planned

Show Arriving Operations

If this box has been check marked, the order stack “Arriving” is shown on the operator SHOPFLOOR screen, too.

If the box has not been check marked, only “Processing” and “Queuing” operations are shown as default.

Note: All 3 order stacks are always shown on the planning screen.

Show Setup and Run Times

If this box is check marked, for each order stack – the remaining processing (Queuing and Future orders), the time left, is shown for respectively setup and labor.

The times shown are the accumulated value of the order routings,which can be seen on the screens.

Placement of the First Operation

When a production order is released, this choice determines, whether the first production order routing operation on this route should be placed in the order stack

• Queuing
• Future Orders.

Placement Send-Ahead

The choice in this box determines (if you are using NAV send-ahead) in which order stack send-ahead operations have to be placed.

Either it will be placed in the “PROCESSING” stack for next subsequent routing operation or in the “QUEUING” stack for the subsequent operation.

Sorting Date

Sorting date) specifies how the sequence of the order stack will be.

It is possible to choose the sequence based on one of 4 criteria:

• Start date of the production order.
• Start date of the production order routing operation step.
• Due date for production order routing operation step.
• Due date for the production order.
   
  

Next Operation Start

When reporting an operation as finished, this check mark determines, if the subsequent order routing operation should be moved to

• Processing (Running)
• Waiting (Ready)
• Arriving

You may say that at the completion of an order routing step, considers the following operation to be moved and ready for processing at the next routing step.
Or you may say that completion of a production routing operation does not automatically launch the subsequent order operation status “Queuing”, but that this status changes from “Queuing” to “Processing” must be initiated by the operator.

Production Resource Relation

You must specify which resources can be active on a job:

• User-id
• Employee
• Resource
• Machine center
• Employee + resource
• Emplyoee + machine center

When starting a job and ending a job, the employee/machine or resource must be identified.

Production resource can be active on more jobs

• Yes
• No

Use standard NAV family orders

• Yes
• No

Output Journal Template Name

This field specifies the name of the output journal type to be used for job transactions. Look-up is available to access the NAV defined journal types.

Output Journal Batch Name

This field specifies the name of the output journal name to be used for job transactions. Look-up is available to access the NAV defined journal names.

Consumption Journal Template Name

This field specifies the name of the consumption journal type to be used for job transactions. Look-up is available to access the NAV defined journal types.

Consumption Journal Batch Name

This field specifies the name of the consumption journal name to be used for job transactions. Look-up is available to access the NAV defined journal names.

Show “No material was send” message

If you end a job and materials have not been issued, a warning message is send to the display.

Show warning if Output quantity is too high

If this box is highlighted, a warning will appear, if you try to report a number of items consumed that exceeds the expected number, according to the production order line.

Post output journal when posting when posting NAVEKSA capacity ledger entries

Enabling this function will automatically transfer ShopFloor transactions to the NAV output journal.
Codeunit 6170493, ShopFloor – Automatic Post shall be run via a NAV JobScheduler to make the automation work.
A piece of advice: Normally new installations run the posting procedures manually a month or 2 until people have learned the system, and thus provide error free transactions. And then you automate.

Post output automatically

Enabling this function will automatically post the output journal.
Codeunit 6170493, ShopFloor – Automatic Post shall be run via a NAV JobScheduler to make the automation work.
A piece of advice: Normally new installations run the posting procedures manually a month or 2 until people have learned the system, and thus provide error free transactions. And then you automate.

Job time calculations

• According to estimated time
• According to estimated quantity

Click here to read more about distribution methods

Calendar based working hours

In this field you tell the system, if the calculation of actual operation time shall be based on the NAV production calendar.
3 options are available:

• Total work hours
• Total works deducted breaks
• Production calendar work time deducted breaks

Assign just one single Lot Number at a time at Output

If this field is highlighted, just one lot number is assigned per production order line. The number will be assigned in advance.

Block Output, if the end date is in the Future

If this field is highlighted, the operator can report an output later on, than at the time being. To be used when manual ending time is active on the resource.

*Quality Assurance

Show QA button in ShopFloor

Turn this on to show a QA function button on the execution client

QA software

Select what QC reporting software you will be using.

• Use Microsoft Infopath
• Use a standard NAV web page
• Use machine output

Show proces note on Start job

If active an aprocess note exists for the order operation it will show up be default when starting this order operation.

QA directory

Please enter a location where the filled in QC reports shall be stored.

*The Materials section

Check of Material Availability when Planning

If this selection has been activated, a material availability check will be made, when changing the priority upwards for a production order.

Values to choose from:

Blank = No check
Confirm = A message is send if shortages
Block = Priority cannot be changed if shortages exist

Check materials in ShopFloor client

Values to choose from:

Blank = No check
Confirm = A message is send if shortages
Block = An order cannot be started if shortages exist.

Start job without materials

Shall it be possible to start a job with component shortages?

End job without materials

Shall it be possible to finish an order without having issued the allocated components?

Material check ignore boundary

When operators start putting small weird percentages as material waste or adding components with eg 0.001 pcs, it is easy for the operator to correct if there are a number of components they often use instead of add and look for them.

But in order for the material issue button not to be dark blue all the time, there is a boundary, so you can write 0.01, and then ignore the logic components with the lower limit value in the remaining amount.

Variable material consumption

Variable material consumption deals with the non-standard BOM component issue (adding components to an order during progress)

Post consumption automatically

Enabling this function will automatically post material consumption in NAV.
Codeunit 6170493, ShopFloor – Automatic Post shall be run via a NAV JobScheduler to make the automation work.
A piece of advice: Normally new installations run the posting procedures manually a month or 2 until people have learned the system, and thus provide error free transactions. And then you automate.

*The Print section

• Print method – Pallet label
• Print method – Job card
• Print method – Job slip
• Print method – Material requisition

For each of the reports you have 3 choices:

• Silent
• ShopFloor client
• NAV web client

Use barcode reports

Putting a tick mark in this field, enables the ShopFloor bar code scanning options in various areas. Read more about bar coding here:

Scan employee only

Putting a tick mark to this field disables the selectiong of an employee number or keying in the emplyee number field. The function is used in companies with various standards for execution and unique identification of executing employees.

Job tag report

This is the NAV report number for a job tag.You can do a look-up to the NAV object.

Pallet label report no

This is a NAV report number for a job tag. .You can do a look-up to the NAV object.
.
Lot Series Report no

This is a NAV report number for a job tag. .You can do a look-up to the NAV object.

!Please notice that all reports are just delivered as samples. You can modify the existing reports to the specific customer requirements.

Path for webservice print

This is the URL to the webservice print

Send Print Data via Web Service

In some environments it is not possible to specify a path to web service print. Instead, the print can be sent via web service by highlighting this field.

Binary print via WS

To be used for installations where the NAV server does not have a shared print drive.

*The Planning section

Prioritising allowed

Is the planner allowed to manually change the order sequence.

Change Priority on active Orders

In this field you specify whether it is allowed to change priority on orders, which have one or more processing operations. You could have restrictions that this is not allowed, due to order pallet sequence or for other reasons.

Automatic release to ShopFloor

In this field you have to specify whether orders are automatically released to the operator screen, when releasing a production order in NAV.

*IMPORTANT:
If the box is not check marked, released orders are placed only at the ShopFloor planning screen for further scheduling.
If the box is check marked, released orders are placed both on the planning screen and on the ShopFloor screen.

You can remove an order from the Operator screen by assigning the priority to status 1.

Planning horizon arriving orders

If you run with many long term orders you can delimit the number of orders to be seen in the Arriving section by inserting a number of days in this field.

*The General section

Web client URL

This is the URL to the web-client

How to find the webservice url?

Using Windows search write “Dynamics NAV / Dynamics 365 Business Central 201x web…”

You will get a screen like this:

Start the application. This will show this screen:

Copy the URL and paste it into the field “web client URL in the general setup:

Enable Web Service Log

If this field is highlighted, all calls are logged to web service in a table in Navision. Please be aware that the amount of data can be even very large. It is recommended primarily to use this function to track errors in the calls and not to turn it on in general.

Drawing placement

There are 3 options in this field:

• Production order link
• Item link
• Shared folder
• Combination

Path for drawings

Write the path to where your drawings are kept.
The path must be a shared UNC path which all the clients and the server can access.
The NAV server instance user and client users must have read access to the shared folder/location,

Drawing – file extension

Here you write the extension for the file type to be shown. F.ex. .pdf
 
Planning Horizon ShopFloor

Here the general planning horizon in ShopFloor for queuing and processing orders is specified.

Start-up Language

Here you can select which language the client has to start up with. The language can also be changed temporarily in the ShopFloor client.

Path to the Update Directory

As mentioned under the section running of the set-up file for SHOPFLOOR, an update of the SHOPFLOOR client can be carried out, if a new version of objects in Navision has been loaded, via the set-up window. The path to the updated client has to be specified here.

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