3 Setting Up Product Data Management

This chapter contains the following topics:

• Section 3.1, "Understanding Product Data Management Setup"

• Section 3.2, "Setting Up User-Defined Codes"

• Section 3.3, "Setting Up Standard Procedures"

• Section 3.4, "Setting Up Quantity Decimal Conversion"

• Section 3.5, "Setting Up Manufacturing Constants"

• Section 3.6, "Defining Document Type Constants for Work Orders"

• Section 3.7, "Setting Up Repetitive Manufacturing Information"

• Section 3.8, "Setting Up Engineering Change Management"

• Section 3.8.2, "Prerequisites"

3.1 Understanding Product Data Management Setup

Before you can use the JD Edwards EnterpriseOne Product Data Management system you must set up:

• User-defined codes (UDCs) and standard procedures for the bills of material.

• Manufacturing constants and decimal settings that are unique to the branch/plants.

• Company work days and shifts by month and year.

You must set up manufacturing information that is necessary for the JD Edwards EnterpriseOne Product Data Management system. This information includes decimal placement for quantities, manufacturing constants, and calendars. If you want the system to display quantities with the decimal set to something other that zero, you must change the decimal setting. You can change the manufacturing constants to record bill of material changes, perform online component and parent validation, and retrieve information from the master routing when attaching the routing instructions. You define workdays and shifts for the branch/plants by month and year by using the shop floor calendar.

See Also: "Setting Up Shop Floor Management, Setting Up Shop Floor Calendars" in the JD Edwards EnterpriseOne Applications Shop Floor Management Implementation Guide.

3.2 Setting Up User-Defined Codes

User-defined codes (UDCs) are stored in tables by system and code type. For example, system 30, type TB represents JD Edwards EnterpriseOne Product Data Management (system 30) and time basis code (TB). To set up UDCs, use the User Defined Codes program (P0004A) to identify the codes to use. If you are working in a program and attempt to enter a UDC that was not defined on the User Defined Codes form for a particular UDC table, the system displays an error message.

This table lists UDCs that are primary to the JD Edwards EnterpriseOne Product Data Management system:

User-Defined Code	Description
Bill Type (40/TB)	This code indicates the type of bill of material, such as manufacturing bill, rework bill, and spare parts bill. Regardless of the other bill of material types that you define, only the standard manufacturing bill (M) is planned and costed. A planned bill of material facilitates the master scheduling of material planning and forecasting. A costed bill of material extends the quantity per amount of every component by the cost of the components.
Time Basis Code (30/TB)	This code indicates the rate that is used for machine or labor hours as you enter a routing instruction. These programs and systems use the value of the time basis code to determine run time per unit: Leadtime Rollup program (R30822A) Product Costing Capacity Requirements Planning Shop Floor Management
Stocking Type Code (41/I)	This UDC table maintains stocking type codes that indicate whether an item is purchased or manufactured. For example, you can define types such as subassemblies and purchased raw materials. M (manufactured) and P (purchased) are hard-coded and appear as the first character in the Description 02 field on the User Defined Codes form. You can use any other letter to define additional make and buy values.
Routing Type (40/TR)	This code indicates the type of routing instruction, such as alternate routing instruction, standard manufacturing routing instruction, rush routing instruction, and rework routing instruction. Regardless of the other routing types that you define, only the standard manufacturing routing (M) is planned for capacity and costed.
Type of Day (00/TD)	This code specifies the type of day on the shop floor calendar. Day type W is hard-coded for workday. You set up codes to identify non-working days.

3.3 Setting Up Standard Procedures

This section provides an overview of standard procedures and discusses how to:

• Set processing options for Standard Procedures (P00191).

• Set up standard procedures.

3.3.1 Understanding Standard Procedures

You can set up codes and text to describe standard procedures for the work orders. For example, you can:

• Designate a specific procedure for a work order or group of work orders.

• Provide a list of instructions to complete a work order.

• Include messages for work orders.

For example, you might set up a code called 1000 for a 1000-hour maintenance inspection. For the 1000 code, you can enter text to describe procedures, such as checking coolant levels and adjusting belt tension.

To avoid retyping similar procedures for every work order, you can also copy the appropriate message text from another procedure.

After you set up standard procedures, you can assign them to the appropriate work orders.

3.3.2 Forms Used to Set Up Standard Procedures

Form Name	FormID	Navigation	Usage
Enter Generic Message/Rates	W00191D	Product Data Management Setup menu (G3041), Std. Procedure Descriptions Select a message type and click Select.	Define standard procedures with instructions for work orders.
General Message	W00191E	On Enter Generic Message/Rates, locate a code and select General Message from the Row menu.	Define the specific instructions supporting the generic message.

3.3.3 Setting Processing Options for Standard Procedures (P00191)

Use these processing options to set default values, identify the text type displayed by the system, and define the display column width.

3.3.3.1 Defaults

These processing options supply default values for the Std. Procedure Descriptions (standard procedure descriptions) program.

1. System Code

Specify a default system code. Enter a valid code from UDC 98/SY.

2. Record Type

Specify a default record type.

3.3.3.2 Display

1. Text Type

Specify the type of text displayed. Values are:

1: Rate Text

2: Message Text

2. Text Column Display

Specify the column width. Values are:

1: 60 Column Display

2: 80 Column Display

3.3.4 Setting Up Standard Procedures

Access the Enter Generic Message/Rates form.

Figure 3-1 Enter Generic Message/Rates form

Description of "Figure 3-1 Enter Generic Message/Rates form"

Product Code

Enter a UDC (98/SY) that identifies a system. Values include:

01: Address Book

03B: Accounts Receivable

04: Accounts Payable

09: General Accounting

11: Multicurrency

User Defined Codes

Enter a code that identifies the table that contains UDCs. The table is also referred to as a UDC type.

Message Number

Displays a list of valid codes for a specific UDC list.

3.4 Setting Up Quantity Decimal Conversion

This section provides an overview of quantity decimal conversion and discusses how to:

• Run Quantity Decimal Conversion.

• Set processing options for QNTY Decimal Conversion (R30QNTY).

3.4.1 Understanding Quantity Decimal Conversion

Some tables in the JD Edwards EnterpriseOne Manufacturing systems from Oracle maintain the Quantity (QNTY) data item:

• Bill of Material Master File table (F3002).

• Bill of Materials Change File table (F3011).

• ECO Parts List Detail table (F3013).

• Work Order LSN table (F3105).

• Rules Table Detail table (F3283).

• Assembly Inclusions Rules table (F3293).

The JD Edwards EnterpriseOne system ships the QNTY data item in the data dictionary with the display decimals set to zero. You can change the decimals on this data item to a value other than zero. If you change the display decimals, the system displays any data that has already been entered into the tables incorrectly on forms and reports. To insure that the display decimals are correct, run the QNTY Decimal Conversion program before anyone enters any new data using the new display decimals.

Use the QNTY Decimal Conversion program to convert the QNTY data items on all affected tables from a specified number of decimal places to a new number of decimal places. You use the processing options to identify these numbers. If you enter 0 as the Display Decimals From value and 2 as the Display Decimals To value, the system adds two decimal places to the existing QNTY value. For example, the system converts 1 to 100 and displays it as 1.00. If you convert from two decimals to zero decimals, the system removes two decimal places. For example, the system converts 100 (displayed as 1.00) to 1.

Note: The system first rounds the value before adding or removing decimal places. If you convert from two decimals to zero decimals, and the display quantity is 1.51, the system rounds the quantity to 2.00 and then converts 200 to 2.

You should run this program only if you have changed the Quantity field to display decimal places. You can run this program in proof mode and final mode. Proof mode displays the changes that you made to the decimal placement but does not update any tables. Final mode displays the changes and updates the tables.

The system performs special processing based on these conditions:

• Prints a warning message when rounding a co-product or by-product quantity on the Bill of Material Master File table or the Bills of Materials Change File table.

• Prints a warning message when rounding a percent bill quantity on the Bill of Material Master File table or the Bill of Materials Change File table.

• Prints an error message, and does not convert the quantity when you are increasing the number of decimals and the quantity value is too large, such as adding decimal positions that would cause an overflow on the nondecimal portion of the quantity.

• Converts only P and Q type records on the Rules Table Detail table and the Assembly Inclusions Rules table.

  
  

  Important: You should understand the changes that this program makes to the system and the existing data before you run this program. Because of the way that the system stores numeric values in Microsoft Access databases, you should not run this program for any Access tables.

  
  

3.4.2 Running Quantity Decimal Conversion

Select Advanced Product Data Management (G3031), QNTY Decimal Conversion.

3.4.3 Setting Processing Options for QNTY Decimal Conversion (R30QNTY)

Use these processing options to convert the QNTY data items on all affected tables to display a new number of decimal places.

3.4.3.1 Process

These processing options determine the display decimals converting from, the display decimal places converting to, and whether you run this program in proof or final mode.

1. Proof or Final Mode

Specify whether the program runs in proof mode and produces a report or final mode and updates the tables. Values are:

Blank: Proof mode

1: Final mode

2. Displays Decimals From

Specify the number of decimal places the system currently displays.

3. Display Decimals To

Specify the number of display decimal places you want the system to use during the conversion process.

3.5 Setting Up Manufacturing Constants

This section provides an overview of manufacturing constants and discusses how to set up manufacturing constants.

3.5.1 Understanding Manufacturing Constants

You set up manufacturing constants to define branch-specific information that affects processing throughout the JD Edwards EnterpriseOne Manufacturing systems. You can use the Manufacturing Constants program (P3009) to specify the values for constants.

3.5.1.1 Manufacturing Constants

These constants specify:

• Whether the system validates bills of material online as you enter them.

• Whether an audit trail tracks all changes made to bills of material.

• Whether the system uses the master routing for an item or the routing instructions that are defined for the parent item.

3.5.1.2 Shifts

These constants specify the number of work hours that the plant typically operates in a day.

Note: Shifts can also be set up by work center. The work center shifts override the shifts set up at the constants level.

3.5.1.3 Commitment Control

These constants specify when inventory is committed and backflushed.

3.5.1.4 Costing Options

These constants specify which overhead cost calculations are used and whether the system considers work center efficiency when it calculates direct labor and overhead costs. You can specify whether costs are maintained by cost components and work center or by cost component only. Costing options also include the source for machine and labor rates.

3.5.2 Forms Used to Set Up Manufacturing Constants

Form Name	FormID	Navigation	Usage
Manufacturing Constants Revision	W3009B	Product Data Management Setup (G3041), Manufacturing Constants On Work with Manufacturing Constants, locate and select a branch/plant.	Set up manufacturing constants.

3.5.3 Setting Up Manufacturing Constants

Access the Manufacturing Constants Revision form.

Figure 3-2 Manufacturing Constants Revision form

Description of "Figure 3-2 Manufacturing Constants Revision form"

Skip to Branch/Plant

Enter a code that represents a high-level business unit. Use this code to refer to a branch or plant that might have departments or jobs, which represent lower-level business units, subordinate to it. For example:

• Branch/Plant (MMCU)

• Dept A (MCU)

• Dept B (MCU)

• Job 123 (MCU)

Business unit security is based on the higher-level business unit.

Log Bill of Material

Indicates whether changes to the bill of material are recorded in the Bill of Material Change File table. When you log bill of material changes, the system saves the old bill of material and the new, changed bill of material. To record changes to the bill of material, click the Log Bill of Material option under the BOM/Routing Options heading.

On-Line BOM Validation (on-line bill of material validation)

Indicates whether the system performs an online component or parent validation and low-level code assignment when you revise a bill of material.

It is recommended that you validate items online unless the bills of material are extremely large. If you select not to validate items online, you must validate the items in batch. Run the Integrity Analysis program (P30601) after updates to the bill of material and before you run the Item Cost Component - Frozen Update program (R30835) or perform a DRP/MPS/MRP generation (R3482).

To specify that the system validates items online, click the On-Line BOM Validation option under the BOM/Routing Options heading. If you do not click the On-Line BOM Validation option, the system does not validate items online.

Master Routings

Indicates whether the system uses the master routing for an item or a routing defined for the parent item. Both routings are retrieved from the Routing Master table.

If you check for master routings, the JD Edwards EnterpriseOne Shop Floor Management system checks the Item Cross Reference table (F4104), cross-reference type MR, for the parent item. If it finds a cross-reference, the program uses the master routing from the Routing Master table. If it does not find a cross-reference, the system uses the routing defined for the parent item. If you do not check for master routings, the program uses the parent item's routing from the Routing Master table.

For JD Edwards World from Oracle, values are:

Y: Yes, use the master routing for an item, if one exists.

N: No, do not check for a master routing for the item.

For JD Edwards EnterpriseOne:

To specify whether the system checks for cross-references and uses a master routing for the item, click the Master Routings option under the BOM/Routing Options heading.

3.6 Defining Document Type Constants for Work Orders

This section provides an overview of document type constants and discusses how to:

• Run the Document Type Master (F40039) Conversion program.

• Set processing options for Document Type Master (F40039) Conversion (R31P40039).

• Run the Order Type Conversion program.

• Set processing options for Order Type Conversion (R31P802).

3.6.1 Understanding Document Type Constants

Document types are used in the software to specify particular types of transactions. You define the characteristics of document types in the Document Type Maintenance program (P40040). The document type constants defined in this program affect all software transactions. The order type for each of the document types must be defined so that the system knows how to process the activity for it. For example, the document type for a manufacturing work order can be set to WO for the correct transactions that relate to the processing of a manufacturing work order.

To differentiate the various work order document types from each other, you assign a specific order type to each work order document type. For example, a manufacturing work order is associated with order type 02.

The order type values for work order processing are stored in the UDC table 48/OT (Order Type) and are hard-coded:

Document Type	Order Type
Manufacturing Work Order	02
Manufacturing Rework Work Order	03
Equipment Work Order	04
Service Order	05
Warranty Claim Order	06
Supplier Recovery Order	07
Engineering Change Order	08
Engineering Change Request Order	09
Real Estate Management	10
ETO Summary Order	11
Rate Schedule	12

Each type of work order is designated by a specific work order type. If you have existing records in the Document Type Master table, these records now require a specific value in the Work Order Type field. You run the Convert F40039 to ERP 9.0 program (R31P40039) only once to enter the desired values in this field. You determine the values entered in the processing options. Depending on which systems you use, you complete the fields on the appropriate tabs. For example, you complete the fields on the Manufacturing tab for manufacturing work orders. You can run this program in either proof mode or final mode.

Different work orders have to be designated by different document types. For example, if manufacturing work orders have document type WO, equipment orders have to be assigned a different document type. To ensure that the different types of work orders have unique document types, you run the Order Type Conversion program. You use the data selection to define which orders in the Work Order Master File table (F4801) need to be converted. The program assigns new document types to work orders based on the definition in the processing options.

3.6.2 Running the Document Type Master (F40039) Conversion Program

Select Upgrade Conversions (GH9619A), Convert F40039 to EnterpriseOne.

3.6.3 Setting Processing Options for Document Type Master (F40039) Conversion (R31P40039)

Use these processing options to set the order type values.

3.6.3.1 Process

This processing option controls whether you run the conversion program in proof or final mode.

1. Mode

Specify whether the system runs the report in proof or final mode. Values are:

Blank: Proof mode

1: Final mode

3.6.3.2 Manufacturing

These processing options specify which order types are assigned to manufacturing orders during conversion.

Order Type values 01 through 05 for Manufacturing Orders

Specify the order types for manufacturing work orders.

3.6.3.3 Manufacturing Rework

These processing options specify which order types are assigned to manufacturing rework orders during conversion.

Order Type values 01 through 05 for Engineering Change Request Orders

Specify the order types for manufacturing rework work orders.

3.6.3.4 Equipment

These processing options specify which order types are assigned to equipment orders during conversion.

Order Type values 01 through 05 for Equipment Orders

Specify the order type for service work orders.

3.6.3.5 S/WM

These processing options specify which order types are assigned to service during conversion.

Order Type values 01 through 05 for Service Orders

Specify the order types for service work orders.

3.6.3.6 Warranty Claim

These processing options specify which order types are assigned to warranty claim orders during conversion.

Order Type values 01 through 05 for Warranty Claim Orders

Specify the order types for warranty claim orders.

3.6.3.7 Supplier Recovery

These processing options specify which order types are assigned to supplier recovery orders during conversion.

Order Type values 01 through 05 for Supplier Recovery Orders

Specify the order types for supplier recovery orders.

3.6.3.8 ECO

These processing options specify which order types are assigned to engineering change orders during conversion.

Order Type values 01 through 05 for Engineering Change Orders

Specify the order types for engineering change orders (ECOs).

3.6.3.9 ECO Request

These processing options specify which order types are assigned to engineering change request orders during conversion.

Order Type values 01 through 05 for Engineering Change Request Orders

Specify the order types for engineering change request orders.

3.6.3.10 Real Estate Management

These processing options specify which order types are assigned to Oracle's JD Edwards EnterpriseOne Real Estate Management orders during conversion.

Order Type values 01 through 05 for Real Estate Management Orders

Specify the order types for property management orders.

3.6.3.11 Rate Schedule

These processing options specify which order types are assigned to rate schedules during conversion.

Order Type values 01 through 05 for Rate Schedule Orders

Specify the order types for rate schedules.

3.6.3.12 ETO Summary Order

These processing options specify which order types are assigned to ETO summary orders during conversion.

Order Type values 01 through 05 for ETO Summary Orders

Specify the order types for engineer to order summary orders.

3.6.4 Running the Order Type Conversion Program

Select System Administration Tools (GH9011), Batch Versions in the JD Edwards EnterpriseOne Windows environment.

Alternatively, type BV in the Fast Path.

3.6.5 Setting Processing Options for Order Type Conversion (R31P802)

Use these processing options to convert an existing order type to a new order type.

3.6.5.1 Default

This processing option defines the new order type to which the selected work orders should be converted.

1. Order Type (to be converted to)

Specify the new order type to which orders are converted. The order type that you specify here is the default order type for the selected records.

3.6.5.2 Process

This processing option controls whether the conversion program runs in proof or final mode.

1. Mode

Specify whether the program runs in proof mode or final mode. When you run the program in proof mode, the system generates a report but does not update data. When you run the program in final mode, the system updates the order type in the Work Order Master File table. Values are:

Blank: Proof mode

1: Final mode

3.7 Setting Up Repetitive Manufacturing Information

This section provides an overview of repetitive manufacturing setup and discusses how to:

• Set up shifts in the manufacturing constants.

• Set processing options for Work Center Resource Units (P3007).

• Set up resource units.

See Also: "Setting Up Kanban Management" in the JD Edwards EnterpriseOne Applications Kanban Management Implementation Guide. "Setting Up Shop Floor Management, Setting Up Shop Floor Calendars" in the JD Edwards EnterpriseOne Applications Shop Floor Management Implementation Guide. "Setting Up Shop Floor Management, Setting Up Item-to-Line Relationships" in the JD Edwards EnterpriseOne Applications Shop Floor Management Implementation Guide. "Setting Up Capacity Planning, Determining Available Capacity" in the JD Edwards EnterpriseOne Applications Requirements Planning Implementation Guide.

3.7.1 Understanding Repetitive Manufacturing Setup

Repetitive or rate-based manufacturing of discrete products uses manufacturing techniques that are associated with achieving just-in-time or flow line production. Repetitive manufacturing aims to achieve the continuous production of a mix of similar items on a specialized flow line rather than the traditional work order with its fixed quantity and due date of a single item. It is usually the preferred method with families of products that have minor variations among products with a constant, high-volume demand, such as cameras and electronics.

Repetitive manufacturing dedicates entire production lines to a family of products. These product families share similar components and routing instructions. Generally, these products are manufactured in a continuous process, which requires less inventory movement to and from the production line. Work center setup and changeover times among related products are minimized.

Equipment and work centers are designed to manufacture a family of products and enable quick setup changes. Repetitive environments define production in terms of units per hour. The capacity for the line is determined by one constraining operation. You define the constraining operation as the slowest cell in the line. Scheduling this line requires the tools to schedule, sequence, and balance production. Balancing the line so that the workload is distributed evenly along the production line is very important and you can produce a mix of products with different constraining operations. This product mix, when properly sequenced, enables the production line to operate consistently and efficiently.

The product mix is typically not a large batch of one item. Instead, the mix is the integration of different variances within the product family members through the production line in an order that optimizes the production line. For example, when manufacturing cameras, the cast body remains the same while certain components vary, such as top and bottom covers. The production line can be mixed by ordering the production of cameras: 3 black, 2 silver, 1 black with silver trim, 3 black, 2 silver, 1 black with silver trim, and so on. This product mix meets production demand.

To supply the product line, inventory can be pulled from stock or another work center and delivered as needed to the consuming operation or delivered directly to the line by external suppliers. While requirements for material are driven by demand, movement is controlled by visual cues called kanbans. The kanban authorization to produce is generated by actual demand.

Repetitive manufacturing:

• Decreases work-in-process inventory.

• Increases responsiveness to the customer's requirements.

• Reduces leadtime.

• Ties inventory consumption to production completion.

• Ties frequent supplier deliveries to actual production demand.

• Minimizes non-value-added activities.

  
  

  Important: All items that are produced in a repetitive manufacturing environment must have an Order Policy Code value of 5, defined in the Item Master program (P4101) or Item Branch program (P41026). This value defines the item as a rate scheduled item.

  
  

3.7.1.1 Example: Manufacturing Bicycle Frames

The table illustrates a production line that is operating in a repetitive manufacturing environment.

This production line manufactures three aluminum bicycle frames for three different bicycles:

Consuming Location	Material	Operation Number	Work Center	Description
LA.10	50mm aluminum tubing	10	R-112	Cut to length.
		20	R-121	Mill ends.
		30	R-122	Drill mounting holes and pin.
LA.10	Rear assembly, touring	40	R-112	Cut to length.
		50	R-121	Mill ends.
		60	R-134	Form rear assembly.
LA.70	Head tube light Bottom tube	70	R-101	Weld frame.
LA.80	Front fork, touring	80	R-103	Inspect welds.

3.7.1.2 Repetitive Terminology

You should be familiar with the industry terminology before working with repetitive manufacturing:

Term	Description
Production line	A production line is a sequence of operations that are arranged to produce a family of products. The production line is defined as a work center. The operations that make up the production line might or might not be work centers. You defined these in the routing instruction. The capacity of the production line is determined by the constraining operation within the production line.
Bill of Material	For items produced in a repetitive manufacturing environment, the operation sequence number on the bill of material is crucial to ensure that the components are delivered to the production line at the operations for which they are needed. Because the line is setup to run in a continuous fashion, components typically are setup to be consumed through backflushing, at a specific paypoint, or upon completion.
Routing Instruction	The relationship between the production line and the operations or work centers that the line contains are defined in the routing instructions for the parent item. Each operation is tied to its production line by the line or cell number in the Line/Cell field on the routing instruction. The consuming location is the inventory location from which the production line pulls components that are necessary to produce the parent at a particular operation. The consuming location must be identified in the routing instruction to ensure that inventory is always available to the line. When the system backflushes and relieves inventory from the consuming location, it triggers the kanban, a visual cue, to replenish inventory as materials are consumed.
Kanban	Kanban is a method of just-in-time production that uses standard containers or lot sizes. It is a pull system in which work centers or locations signal that they need to withdraw parts from feeding work centers, inventory locations, or suppliers. This signal alerts manufacturing to build, or suppliers to furnish, the required part in the standard lot size that is defined by the Kanban Master table (F3016).
Item to Line Relationship	Item-to-line defines the relationship between an item produced in a repetitive manufacturing environment and the production line or lines on which the item is produced. Each relationship defines the number of resource units that are required by the line to produce one end product.

3.7.1.3 Shifts

You must identify specific shift information for repetitive manufacturing in three places:

• Manufacturing constants

• Work centers

• Shop floor calendars

You set up information in the manufacturing constants to identify the usual number of work hours by shift that the plant operates in one day. Use the Manufacturing Constants program to establish shifts that are unique to the branch/plants. You can identify up to six shifts for a 24-hour period. However, the work hours per day are calculated only from the first three shifts that are listed.

You must define shop floor calendars by shift so that the system can use the calendars to schedule and sequence lines by shift. To increase plant capacity, you can run production lines for multiple shifts, as well as run different lines of production on different days of the week. The system uses these calendars for line sequencing by shift in repetitive manufacturing. Shift calendars are not used for Distribution Requirements Planning (DRP), Master Production Schedule (MPS), and Material Requirements Planning (MRP).

You can further define a shop floor calendar by using name-specific calendars within a shift. Named calendars are tied to work centers or production lines based on specified shifts. When setting up named calendars you must have a first shift and then you can add additional shifts. The named calendar is used as a basis for generating resource units and calculating line capacity to support the operation of a particular production line.

If you locate a month and year that does not exist, it appears with default values for workdays (Monday through Friday) and weekends (Saturday and Sunday). Holidays are always user-defined.

Enter production line information that corresponds to the facilities on the shop floor. Any work hours per shift that you enter in the Work Center Revision program (P3006) override all of the hours per shift information in the Manufacturing Constants table.

You also set up resource unit information that indicates the capacity of a work center on a given day for a specified shift. Use the Work Center Resource Units program (P3007) to identify additional shifts for the work centers.

Note: When you add resource units for a shift, the system also adds a blank shift that represents the total of all shifts.

3.7.2 Forms Used to Set Up Repetitive Manufacturing

Form Name	FormID	Navigation	Usage
Manufacturing Constants Revision	W3009B	Product Data Management Setup (G3041), Manufacturing Constants On Work with Manufacturing Constants, locate and select a record.	Set up shift information on the Shifts tab.
Work Center Resource Unit Revision	W3007B	Shop Floor Management Setup (G3141), Enter/Change Resource Units On Work with Resource Units, locate and select a record.	Enter shift information for resource units. You cannot manually change the values if the value in the Shift field is blank. A blank value in the Shift field represents the sum of all shifts for a work center for a specific period of time.

3.7.3 Setting Up Shifts in the Manufacturing Constants

Access the Manufacturing Constants Revision form.

Figure 3-3 Manufacturing Constants Revision form, Shifts tab

Description of "Figure 3-3 Manufacturing Constants Revision form, Shifts tab"

Work Hours

Enter the number of work hours that the manufacturing plant operates per day.

Shift Code

Enter a UDC (00/SH) that identifies daily work shifts.

In Oracle's JD Edwards EnterpriseOne payroll systems, you can use a shift code to add a percentage or amount to the hourly rate on a timecard.

For payroll and time entry: If an employee always works a shift for which a shift rate differential is applicable, enter that shift code on the employee's master record. When you enter the shift on the employee's master record, you do not need to enter the code on the timecard when you enter time. If an employee occasionally works a different shift, you enter the shift code on each applicable timecard to override the default value.

3.7.4 Setting Processing Options for Work Center Resource Units (P3007)

Use these processing options to set default values for the Work Center Resource Units program.

3.7.4.1 Defaults

These processing options specify the unit of measure and shop floor calendar version.

Unit of Measure as Input

Specify the default unit of measure. The default unit of measure is HR.

Work Day Calendar

Identify the shop floor calendar version. The default version is ZJDE0001.

3.7.5 Setting Up Resource Units

Access the Work Center Resource Unit Revision form.

Figure 3-4 Work Center Resource Unit Revision form

Description of "Figure 3-4 Work Center Resource Unit Revision form"

Total Resource Units

Identifies the total resource units for the month.

Efficiency

Displays a user-defined value that indicates how efficiently a work center operates.

This value usually refers to staff efficiency. When you enter a value in this field, and the Modify Cost by Work Center Efficiency field in the Manufacturing Constants table is set to Y, the system creates a new cost component (B4) from the cost calculated from the direct labor cost (B1).

For example, if the constant is set to Y, the value of this field is 80 percent, and the direct labor cost is 10, the system creates a B4 cost component for 2 in the Item Cost Component Add-Ons table (F30026).

The Refresh Resource Units program also uses this value as a default when calculating rated capacity.

Enter percents as whole numbers. For example, enter 80 percent as 80.00.

Note: The system expects that the routing times entered for each operator are the actual times it takes to complete an operation. Efficiency does not affect total cost. Efficiency does reassign some costs into different cost components. Efficiency does not change the duration or backscheduling of a work order.

Utilization

Displays a percentage that indicates how intensively a work center is being used. This value usually refers to machine use. It is the ratio of the direct time charged for production activities to the planned hours.

The Refresh Resource Units program also uses this value as a default when calculating rated capacity.

Enter percents as whole numbers. For example, enter 80 percent as 80.00.

3.8 Setting Up Engineering Change Management

This section provides an overview of Engineering Change Management setup and discusses how to:

• Set up UDCs for engineering change management.

• Set processing options for ECO Approval Routing Master (P4808).

• Set up an ECO approval routing master.

• Set up order-specific approval routings.

3.8.1 Understanding Engineering Change Management Setup

Before you use Engineering Change Management, you must set up codes, next numbers, and the approval routing master for engineering change orders (ECOs). The codes that you must set up are user-defined and specify the type, priority, and status of the ECO. The UDCs also indicate how the system handles existing items that are affected by the ECO and the reasons for the ECO. You must also set up next numbers to automatically number ECOs according to the specifications. You can set up the system to route the ECO information to specified reviewers for their approval before it is processed. To do so, you must identify an ECO approval routing.

3.8.1.1 Approval Routings

Use an approval routing to maintain a list of reviewers who should receive an electronic mail notification of pending ECOs.

You can set up two types of approval routing:

• Approval routing master.

  The approval routing master applies to a specific branch/plant and order type combination.

• Order-specific approval routing.

  An order-specific approval routing applies to a specific ECO.

After you set up an approval routing master for the branch/plant, you can customize the routing for a specific ECO.

The system notifies all of the reviewers in a group at the same time. The system notifies the groups in the order that is defined within the UDC. The codes do not have to be numeric. The system waits to send notification to a group until all of the members in the prior group have approved the ECO.

3.8.2 Prerequisites

Before you complete the tasks in this section:

• Define the work centers.

• Define the items in the JD Edwards EnterpriseOne Inventory Management system.

• Ensure that the document type for ECOs is set up in Document Type Maintenance program (P40040).

  See Defining Document Type Constants for Work Orders.

• Set up system next numbers.

  See "Setting Up Next Numbers" in the JD Edwards EnterpriseOne Applications Financial Management Fundamentals Implementation Guide.

3.8.3 Forms Used to Set Up Engineering Change Management

Form Name	FormID	Navigation	Usage
ECO Approval Routing Revisions	W4808B	Engineering Change Management (G3013), ECO Approval Routing Master On Work With ECO Approval Routing Master, click Add.	Set up approval routings for engineering changes.
Order Specific Routing Approval Revisions	W48182C	Engineering Change Management (G3013), ECO Order Specific Routing Approval	Define an order-specific approval routing.

3.8.4 Setting Up User-Defined Codes for Engineering Change Management

You set up UDCs to use with Engineering Change Management:

User-Defined Code	Description
Work Order/ECO Type table (00/TY)	This code indicates the type of ECO, such as G for government change and R for rework.
Order Type table (48/OT)	This code enables you to distinguish each work order record in the Work Order Master File table (F4801) from other records with different work order types. For example, you do not use the same document type and work order type to represent both an equipment work order and a manufacturing work order. The relationship between the document and its related work order type is defined in the Document Type Maintenance program (P40400).
Work Order Priority table (00/PR)	This code indicates the priority of the ECO, such as H for high priority and 3 for normal priority.
Work Order Status table (00/SS)	This code indicates the status of the ECO, such as EM for emergency and A for approved.
Phase In table (40/PH)	This code specifies how to phase in ECOs, such as IMD for immediate and AVL for as available.
Existing Disposition table (40/ED)	This code specifies what to do with existing items that are affected by the ECO, such as CNL for cancel, RWK for rework, UAI for use as is, and SCP for scrap.
Engineering Change Reason table (40/CR)	This code indicates the reasons for defined ECOs, such as CC for customer change and RF for federal requirements.
ECO Next Revision Levels table (30/NR)	This code indicates the sequence of revision levels that are assigned to ECO transactions.

3.8.5 Setting Processing Options for ECO Approval Routing Master (P4808)

Use these processing options to set the default order type and the versions accessed from the Approval Routing Master program.

3.8.5.1 Defaults

Order Type

Specify a default order type. If you leave this processing option blank, the system uses EN.

3.8.5.2 Versions

Address Book (P0101)

Specify the Address Book version the system uses.

3.8.6 Setting Up an ECO Approval Routing Master

Access the ECO Approval Routing Revisions form.

Figure 3-5 ECO Approval Routing Revisions form

Description of "Figure 3-5 ECO Approval Routing Revisions form"

Seq# (sequence number)

Enter the sequence set up for the order in which valid environments are displayed for JD Edwards EnterpriseOne.

Enter a sequence or sort number that the system uses to process records in a user-defined order for Oracle's JD Edwards World.

Group

Enter a number used to combine similar records.

Approver# (approver number)

Enter a number that identifies an entry in the JD Edwards EnterpriseOne Address Book system from Oracle, such as employee, applicant, participant, customer, supplier, tenant, or location.

3.8.7 Setting Up Order-Specific Approval Routings

Access the Order Specific Routing Approval Revisions form.