1. How To ..... for WO Traveler Setup
1.1. Find a Work Order Traveler

Highlight Quality Engineering/Work Order Traveler Set-up.  

The following screen will be displayed:

In this screen, a Work Order Traveler setup is either Created or Edited. 

Depress the Find record icon, the following dialog box will be displayed:   

When the user elects to find a Product by the Part Number, the following screen will be displayed:

This screen will list available Part Number in numerical order, along with the Class, Type and Description.

The users selects the product by either entering it into the red box, or scrolling down the list and double-clicking on the desired part.

 

When the user elects to find a Product by the Part Class, the following screen will be displayed:

This screen will list the available part classes in Alphabetical order.

The user selects the Class by either entering it into the red box, or scrolling down the list and double-clicking on the desired class.

 

From this point, the “Find by Part Number” screen is shown, but only includes those parts in the selected class.

The user selects the desired product by either entering it into the red box, or scrolling down the list and double-clicking on the desired product. 

 

The following screen will be displayed with the data for the selected product.  


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1.2. Setup/Edit a Work Order Traveler Routing

Add/Removing Work Centers 

Find the desired Product number record.  

The  "Add/Delete"button enables the user to add or delete work centers to the Work Order Traveler Setup. The screen then fills the right side with all of the standard work centers, and enables an Add All and a Remove All button.

Work Centers may be moved to either side by double clicking on the side from which to move.

If the user wishes to add all work centers to the Work Order Traveler Setup, then remove a few unwanted ones, pressing the “Add All” button will transfer all work centers to the Work Order Traveler Setup. Likewise, pressing the “Remove All” button will remove all but the fixed work centers from the Work Order Traveler Setup.

Work Order Traveler Setups may be added more than once, to accommodate multiple visits to the same work area during production (e.g. test).  Depress the Done button when the movement is completed.

The  "Reorder" button allows the user to reorder the Work Order Traveler Setup in any order desired. Pressing this button will bring up ordering buttons on the left side of each work center in the Product Work Order Traveler Setup.

The user may then click on any of these buttons and drag a work center to the desired order.

Depress the Done button when the reordering is completed. 

Update Open Work Orders

This button allows the user the option to update specific work orders which will then reflect the modified Work Order Traveler Setup. Otherwise, current Work Orders will NOT be updated, but future Work Orders created will carry the modified Work Order Traveler Setup. Depressing the button will bring up the following screen:

To select multiple items in the list, hold the Ctrl key down and click on those items you want to update.

Depress the OK button.

 

Editing the Run/Setup Times or Part Number Info

Find the desired Product number record.

Depressing the Edit Record button within any of the tabs will display the following dialogue box:

 

WC Run/Setup time

Selecting the WC Run/Setup Time allows the user to edit the Work Center data on the mid-right side of the screen and if the product is serialized it allows you to choose the Work Center to start tracking ther serial number.

The user should place the cursor on the work center to be edited, then on the times to be edited. The user may modify one or more Work Centers, and then, after modification, the user must either Save or Cancel the modifications.

The area below this screen, labeled All Work Centers, will show the total times of all work centers and/or activities. This will automatically update. 
 
 
Note:  There are two different ways to track SETUP and RUN times for Job Costing and Product Data Management in ManEx.
 

1.    By entering Run and Setup Times in the Work Order Traveler Setup under Production Planning.

2.    By entering the Run and Setup Times in Activities Setup under the Work Center Setup.

Using the first choice is preferred when there is a great variability in the products produced and the setup and run rates in each work center. The second choice is preferred when the product flow is uniform, the machine rates are well established and the setup times very uniform regardless of product. The choice is made in the Production Schedule Setup module. Use of Run and Setup Times is optional unless Job Costing module is in use.

"Starting Work Center for Tracking Serial No"  Choose from the pull down which Work Center you would like to begin tracking the Serial numbers.  The system does not allow selection of "FGI" or "SCRP" as a starting WC for Serialization, because this will cause the system to become stuck bewteen SFT and Serial number assignment.   NOTE:   If the starting work center is removed, when user clicks “Update WO” button, all the WC qty and SN (if any) except for FGI and SCRP work centers will be moved back to STAG work center because the system will treat the STAG as the starting tracking SN work center.   
 

 Activity Run/Setup Time

Selecting the Activity Run/Setup Time will open up the Activities tab and then the system allows the user to edit the timing established for Activities associated with the work center.

If the Work Center has no activities assigned, the screen will remind the user accordingly.   

 If there are activities associated with the work center, they may be edited on the lower middle of the Action screen. 
 
Note:  If user enters setup/run times at activity level the system will accumulate the times for all the activities (for that specific work center) and assign it to the WC level and overwrite whatever number if any entered there. If the user tries to change the WC setup/run times they will receive a warning that there are setup/run times at the activity level and these must be removed before they will be allowed to change the WC setup/run times. If the user decreases the activity setup/run times to 0 or remove the activity, then the user can add or edit the WC setup/run time.

After modification, the user must either Save or Cancel the modifications. 

Part Number Information

Selecting the Part Number Information allows the user to edit the part description, status, and/or per pnl/sht.    

Note: Users MUST have special rights within the Security module to check the "Traveler Released" box.  Users with “supervisor’s rights” will automatically have access.    This box must be check when usiing the Unreleased Work Order List and the Work Center Checklist .





After modification, the user must either or Save or Cancel the modifications
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1.3. Copying a Work Order Traveler Setup

Find the desired Product Number, that you wish to have updated.

Depress the Copy Record icon.  The following dialogue box will be displayed:

 

Clicking on the down arrow at the Product Number box displays a listing of product numbers.

Clicking on the product number enters the number into the box. The user may elect to copy Routing Only or Routing & Instructions from the selected product by clicking on the appropriate radio button.  The Setup Times/Run Times, for Work Centers and Activities, WO Release Check List, Tooling, and Outsource information will also be copied.
 

After verifying entries are correct, pressing the “OK” button will copy the Work Order Traveler Setups (and instructions) to the current product.

 

1.4. Setup/Edit Work Center Activities

Note that if a Work Center has activities associated with it, the “ACTIVITIES” tab will be showing in red font.

Add/Removing Activities

In the Activities screen, the user may add or modify activities used in a work center.

The activities must have been set up in the Production Work Centers & Activities module and be attached to the Work Center. 
 
Find the desired Product number. Highlight the Work Center. Then enter the Activities screen.

The "Add/Delete" button will allow the addition or deletion of activities associated with the Work Center. The activities listed on the right side will show only activities associated with the work center in the system setup.

Make the desired selections. Depress the Done button. 

The "Reorder" button allows the user to reorder the Work Order Traveler Setup in any order desired. Pressing this button will bring up ordering buttons on the left side of each work center in the Product Work Order Traveler Setup.

The user may then click on any of these buttons and drag an activity to the desired order.
 
Depress the Done button.
 
See Article #850  to add or edit the Setup and Run Times for the Activities.
 
 
1.5. Add/Remove Work Order Release Check List Items

In this screen, the user may add or modify Work Order Release Check List items used in a Work Center.  These items are setup within the Shop Floor Default module.
 
 
Find a Product within the Work Order Traveler Setup module.
 


Highlight the Work Center you want to create a WO Release Check List for, then depress the Edit button and the following dialog screen will appear: 




Select "WC Run/Setup Time" and go to the WO Release Check List tab:



Depress the Add/Delete button and the Check List items will be displayed in the right screen.  Select or de-select the itemsto be associated with the Work Center by double clicking on them or using the "Add all" "Remove All" buttons.   

Check list items must have been set up in the SFT Defaults module prior to being used in this module. 

Once the WO Release Check List is complete depress the Done button.
 
The WO Release Check List items will then be displayed in the Unreleased Work Order List for approval.
 
 
 
 
 
1.6. Add/Edit Tooling Information

Adding Tooling Information  

The Tooling tab is used to describe the tooling requirements for the Work Center. It also provides for a location notation and an Expire Date. An example of a Check List item as discussed above might be to perform the Work Center tooling, as detailed in this tab.

 

Find the desired Product number, enter the Tooling screen.

Depress the "Add"  button. Select the description from the available pull down selections (originally setup within the System Setup/tooling Setup). Select the Work Center from the pull down menu, as illustrated:

 

Type in the Location. Type in the Expire date. Depress the Done button.  The completed screen will appear as follows:

You may Edit any of your entries after depressing the Edit button.

To delete a line item from the Tooling Tab. Highlight the line item.  Depress the Delete button. Click on the second column (which is NOT labeled), the field will change to Black.

Depress the Done button.

The item will then be removed from the record. 

1.7. Add Outsource Information

The Outsource tab shows the services to be performed outside of the user’s shop. These services are indicated with an “O” in the work center tab.
 

Highlight the Outsource Service, then go to the Outsource Tab and the following screen will appear:



Highlight the Outsource Service. Depress the Add button for the Supplier. Select the Supplier from the pull down.  

Then continue across the columns and enter the quantity, cost each and markup. The Charge column will automatically update. When data entry is complete, depress the Done button.
 
 

In a future release, outsourcing will be available to create POs, receivers, etc. 

If the "Certificate Required" box is checked, this indicates that the supplier of the outsourced service is required to provide a certificate of completion.

Depress the "Service Footnote" to attach a footnote regarding the services for this product.

Depress the "Outsource Note" to attach a note regarding the outsourcing for this product.

If you want to add a Service Footnote or an Outsource note, depress the applicable button.   Depress the Edit button. Type in the note. Depress the Save button. Depress the Exit button.

Depress the Save  button at the top of the screen to save changes, depress the Abandon changes button to abandon changes.