Report Shop Order Operations

Explanation

Use this activity to report the time and quantity for a shop order operation. It can be the time needed to set up an operation before manufacturing begins or the time of the actual manufacturing. The status of operations changes as you report them. This lets you report as many or as few steps as you desire, depending on the degree of detail planned in operation reporting. You can report more manufacturing or setup time than the default value.

If the operation is connected to a component line and that component line is not issued prior to reporting the operations, it will be issued using the backflush feature. If any of the components issued by the backflush feature is catch unit enabled, this activity can be performed only if the full quantity in the inventory part location is issued. If only a part of the quantity in an inventory location is issued, you will have to manually issue the components before reporting the operation.

Prerequisites

The shop order must be in at least the Released status.

System Effects

• As a result of this activity, depending on how you perform operations reporting, the system changes the status of the operation to Setup Started, Setup Complete, Partially Reported, or Closed. When you report that an operation is complete, the planned scheduling of the operation is reset so that the operation is released for another workload if the work center still has capacity. Operation-linked material which has not been issued is issued automatically. Work In Process (WIP) transactions are created.
• If the Adjust Schedule Due To Shop Floor Reporting check box has been selected in the Scheduling Basic Data/Shop Order Scheduling/Scheduling Server tab, the schedule will be adjusted to reflect the reported time.
• If Buffered Operations Reporting is enabled and the Adjust Schedule Due To Shop Floor Reporting check box in the Scheduling Basic Data/Shop Order Scheduling/Scheduling Server tab has been selected, at the next execution of buffered operations reporting the scheduling server will adjust the operation time due to remaining quantity and:
  • if Prioritize Reported Operation was chosen - the reported operation is given priority and scheduled as close as possible to now time.
  • if Keep Scheduled Operation Sequence was chosen - the schedule will be updated without altering the previous schedule sequence. Subsequent operations in the same order structure will move closer to the reported operation in order to fill any capacity gaps which occur immediately after the reported operation.
• When having operation-linked material line with a connected supply pegging, the issue will reduce the pegged quantity by the same quantity that was issued. However, if there are more than one supply pegged to the same demand you will be notified to manually adjust the peggings before the issue can be performed.
• For project connected shop orders in IFS/Project, the Labor, Set-up Labor, Machine and Set-up Machine Hours will be reported to the project as actual hours according to the project cost elements that have been defined in the Posting Control setup.

Window

Shop Order 
Shop Order Operations Reporting
Shop Floor Workbench
Time - Card - Day
Operation and Indirect Reports

Related Window Descriptions

Report Shop Order Operations/Operations
Report Shop Order Operations
Shop Order
Shop Floor Workbench/Approve Operations
Approve Operation
Time - Card - Day/Mfg Result
Operation and Indirect Reports

Procedure

Report Operations - Setup Started:

1. Open the Shop Order window.
2. Right-click and then click Report. The Report Shop Order Operation window opens.
3. Click the Operations tab, then specify how much of the setup time is reported for the operation in the Mach Setup to Report and Labor Setup to Report fields.
4. Enter zero (0) in the Mach to Report, Labor to Report and Qty to Report fields.
5. Select the line, right-click and then click Report Time, or save. The status of the operation changes to Setup Started.

Report Operations - Setup Complete:

1. Open the Shop Order window.
2. Right-click and then click Report. The Report Shop Order Operation window opens.
3. Click the Operations tab and leave the default value in the Mach Setup to Report and Labor Setup to Report fields for the operation. The default values always show the remaining setup time.
4. Enter zero (0) in the Mach to Report, Labor to Report and Qty to Report fields.
5. Select the line, right-click and then click Report Time, or save. The status of the operation changes to Setup Complete.

Report Operations - Partially Reported:

1. Open the Shop Order window.
2. Right-click and then click Report. The Report Shop Order Operation window opens.
3. Click the Operations tab, then scroll to the Qty to Report field and enter the quantity of parts you want to report for the operation. The default value shows the remaining quantity.
4. Select the line, right-click and then click Report Time, or save. Manufacturing and labor time are reported automatically based on the quantity of parts reported. The results of the calculations are shown in the Reported Mach and Reported Labor fields. The status of the operation changes to Partially Reported.

Report Operations - Closed:

1. Open the Shop Order window.
2. Right-click and then click Report. The Report Shop Order Operation window opens.
3. Click the Operations tab, then select the line of the operation you want to report.
4. Right-click and then click Report Time, or save. The line is reported with the values supplied by the system, which is the quantity remaining to be reported. The status of the operation changes to Closed.
   
   Note: If Shop Order Control Plan check box is selected in Mandatory Part, Mandatory Site or Mandatory Part/Site tab in Quality Basic Data window, but no control plan exists, when the operation status changes to Closed, a warning message will appear.
   If Shop Order Create Analysis check box is selected in Mandatory Part, Mandatory Site or Mandatory Part/Site tab in Quality Basic Data window, but no analysis exists,  when the operation status changes to Closed, a warning message will appear.
   If Shop Order Create Analysis check box is selected in Mandatory Part, Mandatory Site or Mandatory Part/Site tab in Quality Basic Data window, and analyses exist but not confirmed, when the operation status changed to Closed, a warning message will appear.
    

Report more Machine Time, Machine Setup Time, Labor Time, Labor Setup Time, or Quantity:

1. Open the Shop Order window.
2. Right-click and then click Report. The Report Shop Order Operation window opens.
3. Select the Operations tab, then specify more setup time in the Mach Setup to Report or Labor Setup to Report fields.
4. Specify more manufacturing time in the Mach to Report or Labor to Report fields.
5. Specify more quantity in the Qty to Report fields.
6. Right-click and then click Report Time, or save.

Operations reporting can also be done using the Approve Operation dialog box that can be accessed through the approve operation option in the Shop Floor Workbench window:

1. In the Shop Floor Workbench window, select the operation on which reporting should be done.
2. Click the Approve Operation option to open the dialog box.
3. In the Operation Report section, enter the quantity you wish to report in the Qty to Report field.
4. In the Time section, enter the Machine Time, Machine Setup Time, Labor Time, Labor Setup Time that you wish to report.
5. If labor time or labor setup time is reported, specify the crew size that worked on the operation. If the site which the operation belongs to is run in employee reporting mode you can optionally specify the employees that worked on the operation by selecting the Report Employees check box and enter a line for each employee. If a team is entered in Shop Floor Workbench the current team members will be displayed and may not be changed.
6. Click OK.

Operation reports can also be reported using Add Operation Result dialog box available from Shop Floor Workbench/Operation Reports tab and through the Add Operation Result option in the Time - Card - Day/Mfg Result tab and Operation and Indirect Reports window.

1. In the Shop Floor Workbench/Operation Reports tab right-click and click the Add Operation Results option.To open this dialog box from the Time - Card - Day window, right-click on the Mfg Result tab and then click Add Operation Result.
2. In the Operation ID field, use List of Values to choose which operation to register the reports on.
3. In the Date field, enter the date on which the reports should be applied.
4. In the Qty Completed field enter the quantity to report as completed.
5. In the Qty Scrapped field enter the quantity to report as scrapped and enter the reason in the Scrap Reason field.
6. If labor time should be reported, Crew Size must be specified. If the site is run in employee reporting mode you can instead specify the employee that worked on the operation in the Employee field.
7. If applicable enter a team that the time should be registered on.
8. Enter the time you want to report in the Mach Setup, Mach Time, Labor Setup and Labor Time fields.
9. Click OK.

Note: If there is a difference between the employee's reported manufacturing hours and the attendance hours, when the transaction is authorized, a new indirect transaction record with the Diff Auto Filled check box selected will be created to balance the difference.