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1
Infor SyteLine
March 4, 2014
01_0010900_IEN0004_SYT
SyteLine:
Using Bills of Material & Engineering
Change Notices (BOM/ECN)
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Tools you can use
• Chat
• Type your question and click Send
• Raise your hand
• Let the facilitator know
you have a question
• Annotation tools
• Select an annotation tool and
click inside the Content Viewer to use
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Training server information
• Install Citrix client for SyteLine application from the following location:
https://inforeducation.infor.com
Log on credentials:
User ID: SytelineTest011 – 017
Password: nah5rehest
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Introductions
• Name and location
• Course expectations
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Learning objectives
After completing this course, you will be able to:
• Describe the general procedure for creating a bill of materials (BOM).
• Create item records for use in a BOM.
• Create item operation records, to include outside operations.
• Create resource and work center records.
• Create material records, to include alternate materials and add them to item
operations.
• Generate BOM reports.
• Copy routings and BOMs.
• Activate Engineering Change Notice (ECN) control and manage item
revisions through ECNs.
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Agenda
•
•
•
•
•
•
•
•
•
Lesson 1: Introduction to Bills of Material (BOM)
Lesson 2: Creating items for use in a BOM
Lesson 3: Creating resources and work centers for use in a BOM
Lesson 4: Creating item routing for use in a BOM
Lesson 5: Creating and adding materials
Lesson 6: Adding outside operations
Lesson 7: Other BOM activities
Lesson 8: Setting up Engineering Change Notices (ECNs)
Lesson 9: Using Engineering Change Notices (ECNs)
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Lesson 1: Introduction to Bills of Material
(BOM)
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Learning objectives
After completing this lesson, you will be able to:
• Define the SyteLine BOM.
• Identify the five BOM types.
• Explain the general procedure for creating a BOM.
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What is the SyteLine BOM?
• Bill of materials - a comprehensive list of raw materials, components, and
assemblies required to build or manufacture a product
• Routing - group of operations, or steps that must be performed to
assemble an item
Routing for SA-50910
Step
Description
10
Weld
20
Paint
30
Assemble
40
Inspect
Bill of Materials for SA-50910
Bill of Manufacture for SA-50910
SA-50910, Bicycle Frame
SA-50910, Bicycle Frame
TR-20000, Aluminum Frame
SP-908, Sprocket
PT-10000, Blue Paint
10, Weld
TR-20000, Aluminum Frame
20, Paint
PT-10000, Blue Paint
30, Assemble
SP-908, Sprocket
40, Inspect
SyteLine - bill of manufacture is "bill of materials" or "BOM”
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Types of BOMs
•
•
•
•
•
Current – used as a template
Standard
Job
Production Schedule
Estimating
BOM Types – Arrows represent copy directions
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SyteLine resource model
Parts of a BOM
SyteLine Resource Model
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Creating a BOM overview
• Procedure
Step 1
Create item
records
Step 5
Create work center
records
Step 2
Create shift
records
Step 3
Create resource
records
Step 6
Create operations for
end item
Step 4
Create resource
groups
Step 7
Create material records
for operations
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Forms
The primary forms for creating a BOM:
• Current Operations - contains information about the time and resources
required for an operation.
• Current Materials - contains information about the materials used for an
operation.
• Engineering Workbench - shows key operation and material fields and
allows you to add both operation and material records to a BOM.
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Origin of BOM default values
Many default values on the following forms originate from other forms:
• Work centers
• Operations
• Materials
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Check your understanding
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Check your understanding
In SyteLine, what is the difference between an item routing
and a bill of materials?
An item routing is a group of operations, or steps that must
be performed to assemble an item.
A bill of materials (BOM) describes the set of materials
needed to complete each of the operations.
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Check your understanding
There are five different BOM types in SyteLine. Which one
of the BOM types serves as a master template for the other
BOM types?
Current BOM
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Check your understanding
Place the activities in the correct order that they must be performed
to build a bill of materials.
Place a number to the left of each step to indicate the sequence in
which each step should be performed.
_1_
5
___
4
___
6
___
2
___
3
___
_7_
Create item records.
Create work center records.
Create resource group records.
Create operation records for your end item.
Create shift records.
Create resource records.
Create material records for your operations.
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Lesson 2: Creating items for use in a BOM
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Learning objectives
After completing this lesson, you will be able to:
• Identify the key item fields for creating a BOM.
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Introduction
• In this lesson, we will focus on a few of the fields that are key to creating
BOMs.
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Item fields specific to BOMs
• Items form – General tab
• Items form – Planning tab
• Inventory Parameters form
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Items form - General tab
• Stocked
• Alternate Item
• Type
•
•
•
•
Material
Fixture
Tool
Other
• Source
• Purchased
• Manufactured
• Transferred
• U/M
• Low Level Code
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Items form - Planning tab
• Shrink Factor – linked to the Yield field on any of the item’s operations
• Phantom Flag – used for subassembly not normally stocked
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Inventory parameters
• Low-Level On Line check box – if checked, low-level codes of affected
items when a change is made to a BOM or when creating a new BOM
are recalculated
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Demo: Create items for a bill of materials
• Observe as your instructor demonstrates how to
create one of the items that will be used later for a
bill of materials.
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Exercise 2.1: Create items for a bill of
materials
• Refer to your Training Workbook for instructions to
complete this activity on your own.
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Check your understanding
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Check your understanding
What does a low-level code of zero indicate for an item?
That the item is an end item (finished good) and is not a
subcomponent of another item.
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Check your understanding
Which of the following may be a phantom item in a BOM?
a)
b)
c)
d)
An item that cannot be seen
A prototype of the end item being manufactured
A non-inventoried item that is included for cost balancing
A subassembly that is not stocked that may be sold as a
replacement part
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Lesson 3: Creating resources and work
centers for use in a BOM
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Learning objectives
After completing this lesson, you will be able to:
• List the steps for creating a resource record.
• Describe the use of a resource group.
• List the steps for creating a work center record.
• Explain how a work center affects planning and scheduling.
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Introduction
• Items for BOM have been created.
• Resources, resource groups, and work centers are now needed before
defining operations.
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Creating resource records
• Resource – non-specific person, machine, or tool. Examples:
•
•
•
•
•
Machine
Crew
Fixture
Space
Tool
• Procedure
• Create a resource record.
• Complete the header fields.
• Specify the shifts that a resource is available.
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Creating resource group records
• Resource group is a list of similar resources such as crew, machine, or
fixtures.
• Resource groups, not resources, are assigned to operations.
• Procedure
• Create a resource group record.
• Complete the header fields.
• Specify the resources that are part of the group.
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Modeling specific and alternate resources
• Assigning a specific resource to an operation
• Create resource group with only one resource
• Specifying alternate resources
• In the resource group, list primary resource first
• Add additional alternate resources
• Set allocation rule to Select In Sequence
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Creating work center records
• Work center fields that indirectly affect planning and scheduling:
•
•
•
•
•
Schedule Driver (defaults from resource group)
Efficiency (affects cost and scheduling)
Queue Hours (wait time prior to operation)
Finish Hours (wait time after operation)
Resource Groups (scheduling)
• Procedure
• Department
• Resource Groups
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Demo: Resources, resource groups, and
work centers
• Observe as your instructor demonstrates how to
create a resource, a resource group, and a work
center.
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Exercise 3.1: Resources, resource
groups, and work centers
• Refer to your Training Workbook for instructions to
complete this activity on your own.
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Check your understanding
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Check your understanding
How can you assign one specific resource to an operation?
Create a resource group that contains only that specific
resource. Then assign that resource group to the operation.
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Check your understanding
After creating a new resource, what happens if you do not
assign a shift to it?
a) The resource can’t be scheduled.
b) The shift for the resource defaults to first shift, 5 days per week.
c) The resource is considered available 24 hours a day, 7 days per
week
d) The resource record can’t be saved until you assign it a shift.
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Check your understanding
True or false. Resources cannot be directly assigned to
operations. They must be part of a resource group.
True. Only resource groups can be assigned to an
operation.
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Check your understanding
How do you specify that the member resources of a
resource group are to be selected for an operation in the
same order as they are listed in the resource group?
By selecting the In Sequence allocation rule on the
Resource Group form.
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Lesson 4: Creating item routing for use in a
BOM
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Learning objectives
After completing this lesson, you will be able to:
• Identify the key fields on the Current Operations form for creating a BOM.
• Describe the procedure for adding an operation to an item.
• Explain how resource groups are assigned to an operation.
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Introduction
• The following elements for our BOM have been created in the last two
lessons:
•
•
•
•
Items
Resources
Resource groups
Work centers
• In this lesson you will learn how to add operations records to an item
routing, set production times, and assign resource groups to each
operation.
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Creating operation records for an item
• An operation specifies the times, resources required, and costs of a
manufacturing process step.
• For this course, we will look at:
• Creating an operations record.
• Filling in the manufacturing time fields.
• Specifying resource groups required to perform the operation.
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Procedure
To add operation records to a new item routing:
1.
2.
3.
4.
Open the Current Operations form.
Turn off the Filter-in-Place mode.
Select Actions > New.
Select the item for which you are creating the routing from the Item drop-down
list.
5. Select an operation number from the drop-down list or accept the default
number.
6. Select a work center from the drop-down list.
7. Save the record.
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Current Operations – Standards tab
• Complete the fields on the Standards tab:
• Fixed schedule fields
• Use Fixed Schedule check box
• Fixed Sched Hours
• Hours/Piece fields
• Machine Hours per Piece
• Pieces per Machine Hour
• Labor Hours per Piece
• Pieces per Labor Hour
• Sched Driver field – important
• Run Duration
• Yield
• Hours fields (Move, Queue Time, Setup, Finish, Use Offset, Offset Hours)
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Current Operations – Resources tab
• Resource Group and Description
• Default from the work center
• Up to six resource groups
• Quantity
• Setup Resource Group
• Must be set if setup time is specified on Standards tab
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Current Operations – Costs tab
• Costing fields (direct costs)
• Overhead rates fields (indirect costs)
Adding notes to an operation:
•
•
•
•
•
Select Actions > Notes for Current.
Type a [subject] for the note into the Subject field.
Select the Internal check box.
Type the [text of the note] (or copy and paste) into the Note field.
Click OK.
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Demo: Item routing
• Observe as your instructor demonstrates how to
create an operation record for a new item routing.
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Exercise 4.1: Item routing
• Refer to your Training Workbook for instructions to
complete this activity on your own.
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Check your understanding
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Check your understanding
When entering the hours per piece on an operation record,
the value of which field determines whether the Machine
Hours per Piece field or the Labor Hours per Piece field is
used?
The Sched Driver field – Machine or Labor
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Check your understanding
An item’s yield amount for an operation is linked to which
field on the item record?
a)
b)
c)
d)
Shrink Factor
Lot Number
Safety Stock Percent
Unit Cost
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Check your understanding
For an operation, the delay time between the completion of
this operation and the start of the next operation in the
routing describes which field on the Operations form?
a)
b)
c)
d)
Move
Queue Time
Setup
Finish
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Lesson 5: Creating and adding materials
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Learning objectives
After completing this lesson, you will be able to:
• Identify the key fields on the Current Materials form for creating a BOM.
• List the steps for adding materials to an operation.
• Explain how alternate materials are specified for an operation.
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Introduction
• In previous lesson, we:
• Created routings with groupings of operations that define the steps to assemble
the products.
• Defined our production standards and assigned resource groups for each
operation.
• In this lesson you will learn how to add materials to operations, and how
to specify alternate materials as needed.
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Adding materials to an operation
• To add materials to an operation:
• Create material records
• Complete the quantity per fields
• Costing information covered in another course
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Procedure
• From appropriate Operations form, click Materials.
• Inventory item: Current Materials form
• Job: Job Materials form
• Production schedule item: Production Schedule Item Materials form
• Production schedule release: Production Schedule Release Materials form
• Estimate job: Estimate Materials form
• Complete fields on tabs:
• Materials tab
• Costs tab
• Resources tab
• Save the record.
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Current Materials – Materials tab
• Complete fields as needed:
•
•
•
•
•
•
•
•
•
•
•
Material
Quantity
Per Lot Quantity/Unit
Scrap Factor
Probable
Effective
Obsolete
Backflush
Backflush Location
Alt Group
Alt Group Rank
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Current Materials – Costs tab
• Costing fields (direct costs)
• Overhead Rates fields (indirect costs)
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Current Materials – References tab
• Complete fields as needed:
•
•
•
•
Assembly Seq
Ref Seq
Reference Designator
Bubble #
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How to specify alternate materials for an
operation
1.
2.
3.
4.
5.
Add primary material first and take note of Alt Group number.
Add alternate material.
Change Alt Group number to be the same as primary material number.
Alt Group Rank of alternate material = 1.
Add more alternate materials as needed.
For Item 2, Item 3a is primary material, Item 3b is first alternate material, Item 3c is second alternate material
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How to change the ranking within an
alternate group
• Ranks for Alternate Materials form:
1.
2.
3.
4.
Select material record of the primary material.
Click Ranks.
Select an alternate material.
Click Up or Down to change the rank order of selected alternate material.
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Demo: Job materials
• Observe as your instructor demonstrates how to
add a material to an operation.
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Exercise 5.1: Job materials
• Refer to your Training Workbook for instructions to
complete this activity on your own.
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Check your understanding
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Check your understanding
Describe how the Effective Date field on the Current
Materials form is used.
If an effective date is specified, the planner will ignore the
operation containing this material.
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Check your understanding
If a material for an operation has an Alt Group Rank
value of 1, it indicates that __________________________.
a)
b)
c)
d)
The material is the primary material in an Alt Group
The material is not part of an Alt Group
The material is the first alternate material in an Alt Group
The material is sequenced as the first component of an assembly
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Check your understanding
True or false. Materials for an operation may only be
inventoried items.
False. Non-inventoried items may also be used.
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Lesson 6: Adding outside operations
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Learning objectives
After completing this lesson, you will be able to:
• List the system records that must be set up for using outside operations in
a routing.
• Explain the process for creating an item for an outside operation.
• Describe the procedures for processing an outside operation.
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Introduction
• If the actual work on an operation is performed at a location other than
your shop floor, you must perform special steps to capture the status of
the operation for accurate APS, scheduling, and costing.
• If you do not represent and manage an outside operation properly, the
effects can ripple down through subsequent processes, resulting in an
over-conservative plan and schedule.
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Setting up outside operations
Outside operations can be set up so that the system:
• Captures the cost of the outside processing in a separate GL account.
• Uses a PO to order the work from the vendor.
• Uses that PO’s due date when scheduling the finish date of the operation.
• Automatically prompts you to issue the processed material to the job
when you receive the PO and then moves the finished pieces to the next
routing step.
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On the Scheduling Shifts form
• Open the Scheduling Shift form and:
• Create a shift that starts on Sunday at 00:00 hours and ends on Saturday at 24:00
hours (7 days x 24 hours).
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On the Resources form
• Open the Resources form and:
• Create a new resource for the outside operation.
• General tab – accept the default values for all fields
• Shifts tab – add the scheduling shift created in previous step (24 x 7)
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On the Resource Groups form
• Open the Resource Groups form and:
•
•
•
•
•
Create a new resource group.
In the Infinite Capacity After field, type 0.
Select the Infinite check box.
Select the Resources tab.
Add the outside resource created on the previous slide to the resource group.
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On the Work Centers form
• Open the Work Centers form and:
•
•
•
•
Create a new work center to use for outside operations.
On Scheduling tab, select the Outside check box.
Select the Resource Groups tab.
Add the infinite resource group created on the previous slide.
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On the appropriate Operations form
• Open the Current Operations form and:
•
•
•
•
•
Add a new operation.
Select the outside work center created on previous slide.
Type fixed schedule hours or hour per piece/pieces per hour.
Set the Move and Finish times for transit time to and from the vendor.
Set the Fixed or Variable hours equal to the time it will take the vendor to complete
this operation.
• Select Resources tab and verify that the infinite resource group created earlier is
displayed.
• Select Costs tab and type 0 into all of the costing rate fields.
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On the Items form
• Open Items form and:
•
•
•
•
•
•
•
Add a new item to represent the outside operation.
Clear the Stocked check box.
Select Purchased for the Source.
Select Other for the Type.
Select Actual for the Cost Type.
Select Specific for the Cost Method.
Select Controls tab and select the Lot Tracked check box.
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On the appropriate Materials form
• Open the Operation record for the outside operation and:
•
•
•
•
Click Materials.
Add the item created for the outside operation as a material.
Type 1 into the Quantity field.
Select the Lot Quantity radio button.
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Processing an outside operation
• Unposted Job Transactions form - enter transaction to move WIP from
previous operation to outside operation.
• Post Job Transactions form – post the transaction.
• Operations form – ensure all operations before outside operation are
completed.
• Create a source purchase order (PO).
• Send PO and materials to vendor (due date = scheduled end date of
operation).
• Receive materials from vendor.
• Automatic issue of materials to the job
• Automatic record the operation complete and move materials to next operation.
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Scenario: Adding outside operations
• Refer to your Training Workbook for instructions to
complete this activity on your own.
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Check your understanding
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Check your understanding
How should a scheduling shift for an outside operation
resource be set up?
As a 24-hour, 7-days a week shift
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Check your understanding
What should be done on the Costs tab on the Current
Operations form for an outside operation?
Type 0 into all of the costing rate fields.
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Check your understanding
What item type should be used for an item that is created to
be used in an outside operation?
The item type should be set to Other.
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Lesson 7: Other BOM activities
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Learning objectives
After completing this lesson, you will be able to:
• Explain the use of the Item Current Routing and Indented Current BOM
reports.
• Describe the procedure to copy a BOM/routing.
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Introduction
• There are other activities in SyteLine that you may find useful when
working with BOMs.
• These activities include:
• Generating some useful reports of BOM information
• Copying routings/BOMs
• Using the Engineering Workbench to create or edit BOMs
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Generating Item Current Routing Report
• Shows each operation for the standard job for a selected range of items,
product codes, and operations.
• Also includes:
• Materials
• Alternate materials
• Notes
• May also include:
• ABC codes
• Reference fields
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Generating Indented Current BOM Report
• Shows the indented component material requirements of a parent item,
indicated in the item's current BOM.
• Can be produced for a range of:
• Items
• Product codes
• ABC codes
• Can be filtered by:
•
•
•
•
Item type
Item source
Stocked/non-stocked
Other
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Copying routings/BOM
• Open Master Explorer >
Modules > Production > Jobs >
Activities > Copy Routing BOM
form.
• Select source and destination of
the copy activity.
• Select or enter appropriate data
to specify the elements of a
routing or BOM that you want to
copy.
BOM types – Arrows represent copy directions
• Click Process.
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Copy Routing BOM form
• Fields for setting copy parameters:
•
•
•
•
•
•
•
•
•
From Category
To Category
Job
Sched ID
Rework
Item
Release
Revision
Starting and Ending Operation
•
•
•
•
•
•
•
•
Copy UET Values
Copy Indented BOM
Extend by Scrap Factor
Option
Labor, Material, or Both
After Oper
Effective
Copy to PS Release BOM
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Use the Engineering Workbench for BOM
activities
Engineering Workbench form
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Use the Engineering Workbench for BOM
activities, continued
• Selecting transactions
• Use the view field to select the type of BOM and the other header fields to select
the item, job, or production schedule to which you want to add routing/BOM
information.
• Creating routings
• Use the operations grid to add new operation records. Right-click an operation for
more actions.
• Adding materials
• Use the materials grid to add new material records. Right-click a material for more
actions.
• Left pane
• Easily view all BOM items, operations, materials.
• Copy operations and materials from various BOMs to BOM on the right.
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Check your understanding
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Check your understanding
Give an example of how you might use the Copy
Routing/BOM activity.
Some examples include:
• To create a BOM for a different item with only minor editing
• To use an item’s current BOM as a job BOM
• To use an item’s current BOM as an estimate BOM for a quote
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Check your understanding
List two advantages that using the Engineering Workbench
to create a BOM provides.
Some advantages include:
• One form to add or edit routing/BOMs
• Using the BOM filter button to customize views of BOMs
• Using the Copy BOM button to copy routings/BOMs
• Using the Copy Operation and Copy Material buttons to copy
operations and materials from BOMs in the left pane to BOMs in
the right pane
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Lesson 8: Setting up Engineering Change
Notices (ECNs)
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Learning objectives
After completing this lesson, you will be able to:
• List the steps for activating ECN control.
• Identify the supporting code lists that must be set up for ECNs.
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Introduction
• SyteLine Engineering Change Notices (ECNs) are used to control and
track revisions made to a bill of materials or to the routing of an item. The
ECN process is crucial in ensuring high quality, safety, and consistency of
products.
• ECN control provides following features:
•
•
•
•
Keeps a comprehensive audit trail of changes
Maintains notification distributions
Requires approval prior to changes
Prevents changes outside of an ECN
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Activating ECN control
• ECN planning
•
•
•
•
Which BOM types and items need control
List of reasons that changes are needed
Priorities for implementation
Distribution lists for notifications and approvals
• Inventory Parameters form
• Select BOM types to control (Current, Job, or Estimating)
• All – all changes for that BOM type are under ECN control
• Individual – only items within that BOM type with Revision Track check box selected are
under ECN control
• Never – ECNs are not used for that BOM type
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Activating ECN control, continued
• At the item level
• ECN control for that BOM type is set to Individual on Inventory
Parameters form
• Item header fields:
•
•
•
•
Revision Track - must be selected for ECN control to be active
Revision
ECN
Drawing Number
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Supporting code lists for ECN control
• ECN reason codes
• Every ECN requires a reason for any changes that are to be made.
• Establish standard set of reasons.
• ECN priority codes
• Priorities should be established to define suggested time limits for making
changes.
• ECN distribution codes
• Approvers and those who need to be notified of changes can be established
through the use of ECN distribution codes.
• All three forms can be found in Master Explorer > Modules > Materials >
Engineering Change Notices > Files folder.
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Scenario: ECN set up
• Refer to your Training Workbook for instructions to
complete this activity on your own.
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Check your understanding
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Check your understanding
What are the three BOM types that ECN control can be
established for?
1. Current BOM
2. Job BOM
3. Estimating BOM
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113
Check your understanding
If the ECN Use for Current BOM/Routings parameter on the
Inventory Parameters form is set to Individual, how would
you activate ECN control for an item’s routing and BOM?
By selecting the Revision Track check box on the item
record.
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Lesson 9: Using Engineering Change
Notices (ECNs)
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Learning objectives
After completing this lesson, you will be able to:
• Identify the steps for creating an ECN.
• List the steps for creating an ECN item.
• Describe the process for approval/disapproval of an ECN.
• Explain how item revisions are made.
• Identify the criteria for posting ECNs.
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Introduction
• Steps to making BOM
changes through ECNs
are depicted on the
right.
• Notice there are three
ways to create ECN
items.
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Creating an ECN
•
•
•
•
Engineering Change Notices form
Contains header information for the ECN
Does not contain specific changes to routings/BOMs
Form fields:
• Status
• Requested – default upon creation of ECN
• Approved
• Complete
• History
• Dates – Requested, Effective, Approved, Completed
• Code fields – Priority, Reason, Distribution
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Demo: ECN creation
• Observe as your instructor demonstrates the steps
to create ECN records.
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Exercise 9.1: ECN creation
• Refer to your Training Workbook for instructions to
complete this activity on your own.
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Creating ECN items
• An ECN item is a change you want to make to a BOM.
• Three methods for creating ECN items:
1. Manually create operation or material ECN items.
2. Generate ECN items using mass material substitution.
3. Copy ECN items from existing ECNs.
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Adding operation or material ECN
manually
• From Engineering Change Notice form, click ECN Items.
• Complete form fields. Important fields include:
• Type – the BOM type and BOM element (operation or material) for which the
change is being made
• Action Code – Add, Update, or Delete
• Item – for the BOM being changed
• Operation – for the routing operation being changed
• Revision – number of the item revision (item revision can be created later)
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Generating ECN items using mass
material distribution
• Uses the Material Substitution ECN Item Generation form
•
•
•
•
•
•
•
•
•
To ECN
Line Status
Group Default
Effective Date
Mfg Type
Current Material, Quantity, and U/M
Substitute Material, Quantity, and U/M
Starting and Ending Item, Product Code
Process Preview and Commit
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Copying ECN items
• Copy Engineering Change Notices form
• Can also copy History ECNs
• Form fields:
• From Type
• Line Status
• From and To ECN
• Starting and Ending ECN Line
• Job Type
• Process Preview and Commit
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Demo: ECN items creation
• Observe as your instructor demonstrates how to
create ECN items and ECN items for mass
substitutions.
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Exercise 9.2: ECN items creation
• Refer to your Training Workbook for instructions to
complete this activity on your own.
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Approving/Disapproving ECNs
• An ECN must be approved or not approved before it can be posted.
• All ECN items within the ECN must be approved or not approved before
the ECN can be approved or not approved.
• Status of the ECN items and the ECN can be individually changed
manually or by using a change status utility.
• Change ECN item status
• Change ECN status utility
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Change ECN item status
• Used to change status of several ECN items at once
• Form fields:
• From and To item status
• Starting and Ending ECN, ECN line
• Process Preview and Commit
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Change ECN Status utility
• Used to change status of several ECNs at once
• Form fields:
• From and To status
• Starting and Ending ECN
• Process Preview and Commit
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Maintaining item revisions
• If using item revisions, the revision level of the item must be changed
before posting the ECN.
• Use the Change Item Revision utility.
•
•
•
•
Item
Copy From Revision and Drawing
New Revision and Drawing
Process button and outstanding ECN items grid
• Item Revision Report
• Lists revisions that are associated with items, and the current item routing for any
or all revisions of a particular item.
• Delete Item Revision utility
• Deletes old revisions from the system. The current revision level cannot be
deleted.
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Posting ECNs
• If ECN status = Approved,
• ECN can be posted.
• All changes to the BOMs in the approved ECN items are made .
• ECN status will automatically change to Complete after posting.
Post Engineering Change Notice utility
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Demo: Item revision, ECN item and ECN
approval, and ECN posting
• Observe as your instructor demonstrates how to
create an item revision, approve ECN line items and
an ECN, and post an ECN.
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132
Exercise 9.3: Item revision, ECN item
and ECN approval, and ECN posting
• Refer to your Training Workbook for instructions to
complete this activity on your own.
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Check your understanding
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134
Check your understanding
Which utility do you use to save the current bill of materials
for an item to History?
Change Item Revision utility
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Check your understanding
Select the true statements below regarding the posting of
ECNs. Select all that apply.
a) Before an ECN can be posted it must have the status of
Requested or Complete.
b) Before an ECN can be posted it must have the status of Approved
or Not Approved.
c) During posting, the approved changes in an ECN are made to the
affected routings/BOMs.
d) During posting, operations or materials set to be deleted in the
ECN will not be processed.
e) Once posting is complete, the ECN status is changed to
Complete.
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136
Check your understanding
Explain how ECN items and ECNs are approved or
disapproved.
By using the Change ECN Item Status and the Change
ECN Status utilities to change statuses to Approved or Not
Approved.
Note: All ECN items must be approved or not approved
before an ECN can be approved.
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137
Check your understanding
What are the three methods for creating ECN items?
Select all that apply.
a) Manually create operation or material ECN items.
b) Generate ECN items using mass material substitution.
c) Select the Revision Track check box on the item record to create
the ECN item.
d) Copy ECN items from existing ECNs.
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138
Course summary
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Course review
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Course review
Select the BOM types that are supported by SyteLine.
Select all that apply.
a.
b.
c.
d.
e.
f.
g.
Current
Estimating
Industry
Job
Production Schedule
Standard
Temporary
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141
Course review
Which one of the bill of materials types serves as a master
template for the others?
a)
b)
c)
d)
e)
Current
Estimating
Job
Production Schedule
Standard
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142
Course review
Place the activities in the correct order that they must be
performed to build a bill of materials.
Place a number to the left of each step to indicate the
sequence each step should be performed in.
1
5
___
4
___
6
___
2
___
3
___
7
Create item records.
Create work center records.
Create resource group records.
Create operation records for your end item.
Create shift records.
Create resource records.
Create material records for your operations.
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143
Course review
Which of the following may be a phantom item in a BOM?
a)
b)
c)
d)
An item that cannot be seen
A prototype of the end item being manufactured
A non-inventoried item that is included for cost balancing
A subassembly that is not stocked that may be sold as a
replacement part
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Course review
What is the maximum number of scheduling shifts for which
a resource can be made available?
a)
b)
c)
d)
One
Two
Three
Four
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Course review
An item’s yield amount for an operation is linked to which
field on the item record?
a)
b)
c)
d)
Shrink Factor
Lot Number
Safety Stock Percent
Unit Cost
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Course review
On the Operations form – Setup field, which of the following
entries correctly displays a setup time of 20 minutes?
a)
b)
c)
d)
20.00
0.20
0.33
20/60
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Course review
If you enter a setup time on an operation record, what else
must be selected so that the operation will incur the setup
time?
a)
b)
c)
d)
A Setup Resource Group on the Resources tab
A Scheduler Rule on the Resources tab
A Break Rule on the Resources tab
An Effective Date on the Standards tab
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Course review
What scheduling shift should be specified for a resource of
an outside operation?
a)
b)
c)
d)
From Monday at 00:00 to Sunday at 24:00
From Monday at 00:00 to Friday at 24:00
From 08:00 to 16:00, Monday through Friday
From 08:00 to 16:00, Monday through Sunday
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Course review
Which item source should be used for an item that is
created to be used as an outside operation?
a)
b)
c)
d)
Manufactured
Other
Purchased
Transferred
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150
Course review
Which three BOM types can ECN control be established
for? Select all that apply.
a)
b)
c)
d)
Current BOM
Job BOM
Estimating BOM
Standard BOM
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151
Course review
Place the steps in the correct order for making BOM
changes using ECNs.
Place a number to the left of each step to indicate the
sequence in which each step should be performed.
3 Approve or not approve ECN items
___
5 Post ECN
___
1 Create ECN
___
4 Approve ECN
___
2 Create ECN items
___
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Additional resources
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Documentation
• Access Infor Xtreme for support materials and related information at the
following web address:
• www.inforxtreme.com
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Training courses
• Access Infor Campus for a complete listing of course offerings for this
product line at the following web address:
• http://education.infor.com
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155
White board
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Thank you.
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