PeopleSoft Manufacturing Reports: A to Z
This section contains detailed information pertaining to many reports.
Field or Control |
Description |
|---|---|
Print Options |
These options denote detailed information you may want to appear on the hardcopy report. You can select All attributes of the BOM or Selected attributes. Attributes include:
Note: The names of Component Documents print only if PeopleSoft Engineering is installed.
Note: The names of any Assembly Documents will print only if PeopleSoft Engineering is installed. |
Field or Control |
Description |
|---|---|
Print Options |
These options denote detailed information you may want to appear on the report. You can choose either All or Selected attributes to print such as:
|
This report includes baseline routing and target routing.
Baseline Routing (RTG1):
Select a Routing State: Engineering or Manufacturing.
Select an Item ID range and a valid Routing Code.
Target Routing (RTG2):
The Routing State defaults to Engineering; it is a display-only field.
Select an Item ID and a valid Routing Code.
To compare one routing code to another (for example, the primary routing to one of the item's alternates), enter the primary routing code (1) as the From and To routing for the Baseline Routing (RTG1). Then enter as the Target Routing (RTG2) the alternate routing code to which you'd like to compare the primary.
To see if any of an item's routings are comparable to another item's routing, enter the Baseline routing codes (1 to 99 to compare the primary and all alternates) and the Target's routing code to which all routings will be compared.
Field or Control |
Description |
|---|---|
Print Options |
These options denote detailed information you may want to appear on the report. You can select All of the listed attributes or Selected attributes. Attributes include:
|
Field or Control |
Description |
|---|---|
Print Production Details |
Select this check box if you want to print production information for All dates or a Range of dates. The report will include all production whose start date falls within the criteria selected. |
Status Selection |
You can include production by selecting any of these statuses:
|
Field or Control |
Description |
|---|---|
Report Request Parameters |
You can select All, None, or a Range for these resources:
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Select Print All Usages or Print Selected Usages and one of these check boxes:
Field or Control |
Description |
|---|---|
Work Centers |
Lists all work centers where the selected crew, machine, or tool is specified as a primary or alternate resource. |
Tasks |
Lists all tasks that use selected crew, machine, or tool resources. |
Routings |
Lists all routings that use selected crews, machines, or tool specified as a primary or alternate resource. However, differences might occur when changes have been made to the specific item's routing. |
Production |
Lists all production IDs or production schedules that use selected crew, machine, or tool resources. |
Use the BOM Compare Report to compare any two engineering BOMs or a manufacturing BOM and an engineering BOM within the same business unit. Using this report, you can compare one or more baseline BOMs to one target BOM. In the Baseline BOM (BOM1) group box, specify the Item ID BOM that will serve as the basis for comparison. The baseline BOM may have an Engineering or Manufacturing BOM state. The Item ID you specify in the Target BOM (BOM2) group box is the BOM you are comparing with the Baseline BOM (BOM1). The Target BOM has an Engineering BOM State.
Field or Control |
Description |
|---|---|
Differences |
This field behaves the same way for all pages in this group. It displays the differences between the two BOMs.
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The report includes component and assembly differences between the two BOMs so that you can use it to track changes.
Baseline BOM (BOM1):
Select the BOM State: Engineering or Manufacturing.
Select an Item ID and a valid BOM Code from the available options.
If you want to use the BOM with a code of 1, select 1 in both fields. You can also compare all the existing BOMs for the item to the target routing by selecting the appropriate BOM codes.
Select the All Dates/Revs check box if you want to compare all effective dates and revisions for the baseline BOM(s). If you want to compare a BOM with a specific effective date, don't select the All Dates/Revs check box, and enter the specific Eff Date (effective date).
Target BOM (BOM2):
The BOM State field defaults to Engineering; it is display-only.
Select an Item ID and a valid BOM Code for the target BOM.
Select the All Dates/Revs check box if you want to compare all effective dates and revisions for the BOM. If you want to compare a BOM with a specific effective date, enter the specific Eff Date (effective date).
Field or Control |
Description |
|---|---|
Print Options |
These options denote detailed information you may want to appear on the hardcopy report. You can select All attributes of the BOM or Selected attributes. Attributes include:
|
Select All or a Range of work centers to be included in the report.
Print Options denote the detailed work center where-used information that you might want to appear on the hard-copy report. You can select any of these print options: Tasks, Routings, and Production.
Print Options denote detailed task where-used information that you might want to print on the hard-copy report. You can select any of these print options:
Field or Control |
Description |
|---|---|
Routings |
Lists all routings that use selected crews, machines, or tools that are specified as a primary or alternate resource. However, differences might occur when changes have been made to the specific item's routing. |
Production |
Lists all production IDs or production schedules that use selected crew, machine, or tool resources. |
Report request parameters include:
Field or Control |
Description |
|---|---|
Item ID |
Select All or Range to specify which item IDs to include. |
Cost Type and Cost Version |
The cost version you select must be valid for the cost type. You need to have rolled up costs using the particular combination of cost type and version in order to display the selected BOMs. |
BOM Code and Routing Code |
All items selected are costed using this BOM code and routing code combination. You can select any BOM code, but the system always calculates lower levels using the primary BOM code (1). |
Cost as Batch |
Select if the BOM has multiple outputs. |
Print Lower Level Outputs |
Select this check box if you want the hard-copy report to include the costs of multiple output items for components that are themselves end items. |
Eff Date and Depth |
Enter these values for the BOM you want to display. Note: It's best to select the maximum depth for revision-controlled bills of material. |
Print Lower Level Outputs |
If you want the hardcopy report to include the costs of multiple output items for components that are themselves end items, select this check box. |
Field or Control |
Description |
|---|---|
Item ID Range |
Select the radio buttons to determine which items to search for. Options are:
|
Levels Up |
Set to 1 to see just the component's parent assembly. The larger the number, the higher the level; for example, Level 3 is three levels higher in the bill of material structure than the component. |
Run the material readiness report to determine if the production ID or production schedule is ready to release by viewing the quantities and readiness status of the components. To view complete information about the material readiness report, see the "Releasing Production and Changing Production Statuses" topic.
The Close Production page includes:
Field or Control |
Description |
|---|---|
Report Only Mode |
Select this check box if you want to run this process the production that can and can't be closed as well as the variances that could be generated as a result of an accounting close. Note: This option enables you to view the production that can and cannot be closed as well as the reasons why production can't be closed. It also provides a preview of variances for those production IDs or production schedules that can be closed. |
Select Production IDs |
Select this check box to close production IDs based any of these values:
|
All or a Range |
Narrow down the production to close by combining any of these options. For example, you can close only those production IDs within a selected production area for a single item. |
Select Production Schedules |
Select this check box to close production schedules. Close production schedules based on:
|
The Close Status Selection page includes:
Field or Control |
Description |
|---|---|
Current Status |
Select one or more of these production statuses:
|
Close Production For |
Values are:
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Curr Prdn Due/Close Dates (current production due/close dates) |
Enter the appropriate date ranges. If you're closing any In Process or Pending Complete production, the system closes any production IDs or production schedule quantities whose production due date falls within the date range specified. If you are closing any production IDs or production schedule quantities whose current status is Complete or Closed for Labor, the system closes any production whose close date falls within the range specified. |
Complete with Component Shortages |
Select this check box if you want to close production even if you haven't issued all material for the production ID or production schedule quantity. In this instance, the quantity issued to production is less than the current scheduled quantity for the component. |
Close with Assemblies Remain (close with assemblies remaining) |
Select this check box if you want to close production even though the full production quantity hasn't been completed. |
Tolerance % |
You must indicate a tolerance percentage is you selected the Close with Assemblies Remain check box. Use this field to define what percentage of assemblies can remain uncompleted and still close production with remaining assemblies. For example, if you have a production ID with an order quantity of 100 but have completed only 92 units and enter a tolerance percent of 5, this production ID won't close because the quantity remaining to be completed is 8 percent of the order quantity. The default is 0 percent. The system closes any production in process, pending complete, complete, or closed for labor only if the quantity of assemblies completed and scrapped at each operation equals the quantity started at each operation. |
Variance Distrib Type (variance distribution type) |
Can be used in conjunction with the transaction group for variances to define the accounting entries to post the variance to the general ledger. The default distribution type for the transaction group (if one was defined) displays, but you can override the distribution type for each accounting close. This field is optional and used only when closing production for accounting. |
Note: If any of the production IDs are for production with one or more subcontracted operations, the system can't close production if the subcontracted purchase order(s) haven't been fully received. To close those production IDs, the material must be received and the subcontracted operation must be recorded as complete.
Warning! The close production process generates several .DAT files and writes them to the C:\TEMP directory. If you are trying to create a Production Close report or run the production close process, and an error message displays indicating permission is denied, you don't have write access to the C:\TEMP directory. See your system administrator to provide write access before running this process again.
Field or Control |
Description |
|---|---|
Current Status |
Select a current production status for the you'd like to reopen. |
Curr Prdn Due/Close Dates (current production due/close dates) |
Enter the appropriate dates. The system reopens any production IDs or schedules that are currently closed for accounting, labor, or complete and whose accounting or labor close date or completed date falls within the date range specified. When reopening production in the pending complete status, production will be set to In Process if the production due date falls within the date window specified. This process generates the Reopen Production Request report. The report details the before and after status of the production ID or production schedule once the process is complete. You can view the results of the variance postings and the reversal of the posting by running the Production Variance Report. |
Field or Control |
Description |
|---|---|
Variance Posting Date |
The dates production was closed for accounting. |
Prdn Due Date/Shift |
Enter a beginning and end production due date and shift. The Shift field must be between 1 and 3. |
Variance Tolerance Amount |
Enter the minimum monetary amount on which you want to display report results. By specifying a minimum monetary amount, you can focus in on those production IDs or production areas with significant variances. Enter 0.00 to report all variances for the production selected. |
This report includes production selection and potential variance selection.
Production selection includes:
Field or Control |
Description |
|---|---|
Report Request Parameters |
You can either report on production IDs or production schedules by selecting the appropriate check boxes. |
Select Production IDs |
Select All or a Range of one of these values:
|
Select Production Schedules |
Select All or a Range of one of these values:
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Potential variance selection includes these options:
Field or Control |
Description |
|---|---|
Current Production Status |
Select any of these statuses:
|
Report Variances Above Amount |
Enter the lower limit for variances that you want to print on the report. For example, if you enter 100.00 here, only those production IDs and schedules with a variance over 100.00 will be reported. To see variances on all production, enter 0.00. A favorable or unfavorable variance above the specified amount will be reported. |
Note: Once the selection criteria has been made and saved, you should schedule the job to run periodically using Process Scheduler. Once the process has completed, an email notification will be sent to the designated role. The email notification will include an attached report, detailing those production IDs and schedules in violation of the specified variance amount.
Note: If you choose not to run this process periodically, you can still submit this process manually.
You have the option of creating a shortage report that displays one or both:
Pending Shortages exist when the pending consumed quantity and/or the pending yield loss quantity is greater than 0. This condition indicates that the component wasn't found in the WIP location or stores location if kitting, or insufficient quantity on hand was found and the full quantity couldn't be issued.
Production Shortages exist if any of these occurs:
Type 1 Shortage: A quantity of the component is required for the production but hasn't yet been issued from stock. This type of shortage is only reported if the order or operation start date falls within a user-defined date range. They are shown for Kit or Issue production.
If component issue method = Kit or (component issue method = Issue and quantity Per = Order), then the shortage quantity = current scheduled quantity - issue quantity - minimum (yield quantity, current schedule quantity * (1 - Yield % / 100)).
If component issue method = Issue and quantity per = assembly, then the shortage quantity = (order production quantity - operation completion quantity - operation & previous operation scrap quantity) * Qty Per * 100/Yield %.
Type 2 Shortage: you have tried to consume or issue more components from the WIP or stores location than were available. The system always reports Type 2 Shortages.
Shortage quantity = Pending Consumed Qty + Pending Loss Qty.
Note: If both a Type 1 and a Type 2 shortage exist for the same component/operation and the issue method is Kit or the quantity per is Order, the quantity short shown on the report is the greater of the two. If both a Type 1 and a Type 2 shortage exist for the same component/operation and the issue method is Issue and the quantity per is assembly, the quantity short shown on the report is the sum of the two.
Type 3 Shortage: the quantity in the WIP location is negative. This could be the result of Issue or Replenish production.
Shortage quantity = WIP Location Qty On Hand (absolute value).
Note: Type 3 shortages aren't currently shown on the Shortage Report.
The Dispatch List details production ID or production schedule information, including operation and task details for each work center or range of work centers. Use this document when you want to see the type and quantity of production that occurs at all work centers or at a particular work center for a particular date or range of dates. In addition, you can generate a dispatch list by production start date and due date, or generate a report that lists production that is past due. You can create your own reports that include this types of information:
Component information for each work center/operation or a range of work centers.
Operation start and due dates and times.
Production operations that are past due.
Subcontracted operation information.
Comments at the production and operation level.
Item substitution information.
Dispatch List Selection:
Field or Control |
Description |
|---|---|
Print Bar Code |
If you select this check box, the system prints bar codes for bar coded fields on the dispatch list. |
Print Bar Coded Control Flags |
Select to attach an item's control flags to the bar code printed on each line of the dispatch list. These control flags enable the electronic data collection system to prompt for the lot ID, serial ID, staged date, or shipping serial ID immediately after the user scans the bar-coded line number field. For cases that do not require control flags, you might prefer not to select this check box. The format for the bar code printed for each detail line is LSDAH:99999, where:
Note: PeopleSoft delivers printer settings for all SQR output to a generic line printer. However, when printing bar coded information on reports on a PCL printer (HP Laser Jet), you must first define the printer type accordingly. You may do this by changing the printer type settings delivered in SETENV.SQC from LINEPRINTER to HPLASERJET. |
Work Center Range |
Select All if you want to generate a Dispatch List for all work centers. If you're specifying a Range of work centers, select a particular work center in From WC (work center) and To WC (work center). |
Dispatch List Date Options |
Select one of these values:
|
From Date and To Date |
Enter the date ranges for the dispatch list. |
Dispatch List Report Options |
Indicates the detailed production information that can be printed on the report. You can select any of these report options:
|
Production Selection:
Field or Control |
Description |
|---|---|
Select Production IDs and Select Production Schedules |
Select one or both check boxes to generate a production report for production IDs, production schedules, or a combination of both. |
All, Range, Prdn ID (production ID), Prdn Area (production area), or Item IDs |
Select values for production IDs. |
All, Range, Prdn Area (production areas), or Item IDs |
Select values for production schedules. |
Note: Production documents are applicable for production IDs only.
The PID print status options include:
Field or Control |
Description |
|---|---|
Ready to Print |
Print production documents for production IDs with a production document status of Ready for Printing. The Prdn Doc Status displays on the Production ID Maintenance page. |
Ready to Print + Reprints |
Print production documents for production IDs within the range, with a document status of Ready for Printing and Printed. |
Reprints Only |
Print production documents for every production ID within the range with a production document status of Printed. |
Selection Criteria |
Select one or more of these options:
|
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Click the Item Search button to access the Item Search page to locate a different item. |
The report options include:
Field or Control |
Description |
|---|---|
Sort Option |
You can generate the report by:
|
Print Attachments or Print Text |
Select if you want to print a list of attachments or text for the production ID. |
Print Original Components |
Select this check box to print the original component ID and description where substitutions have been made. Bar codes, however, won't be printed for the original component ID. |
Print Config Detail (print configuration code details) |
If you are using PeopleSoft Product Configurator, you can select this check box to include information on configured production. |
Print Bar Code |
Select this check box to print bar codes for bar coded fields. Note: PeopleSoft SCM applications do not support the printing of bar codes from processes running on OS390 servers. You should run your SQRs that print barcodes on a process scheduler server that is running on a non-OS390 operation system. |
Print Bar Coded Control Flags |
Select to attach an item's control flags to the bar code printed on each line of the production document. These control flags enable the electronic data collection system to prompt for the lot ID, serial ID, staged date, or shipping serial ID immediately after the user scans the bar-coded line number field. For cases that do not require control flags, you might prefer not to select this check box. The format for the bar code printed for each detail line is LSDAH:99999, where:
Note: PeopleSoft delivers printer settings for all SQR output to a generic line printer. However, when printing bar coded information on reports on a PCL printer (HP Laser Jet), you must first define the printer type accordingly. You may do this by changing the printer type settings delivered in SETENV.SQC from LINEPRINTER to HPLASERJET. |
The Production Report Selection page includes:
Field or Control |
Description |
|---|---|
Start Date Range |
Indicate whether you want to print a production report for All or a Range of dates. |
Sort Options |
Select one of these values:
|
Print Text |
Select this check box if you want to include production text for the specified production IDs and production schedules. |
Print Output |
Select this check box if you want to include production output information for the specified production IDs or production schedules that have multiple outputs. |
Select Production Status |
You must select at least one status to run the Production Report, and the system selects all statuses as a default. Statuses are:
|
The Production Selection page includes:
Field or Control |
Description |
|---|---|
Select Production IDs and Select Production Schedules |
Select one or both check boxes to generate a production report for production IDs, production schedules, or a combination of both. |
All, Range, Prdn ID (production ID), Prdn Area (production area), or Item IDs |
Select values for production IDs. |
All, Range, Prdn Area (production areas), or Item IDs |
Select values for production schedules. |
The Component Selection page includes:
Field or Control |
Description |
|---|---|
All or Range |
Select values for the component. |
Date Type |
Select one of the options:
|
All dates or Range of dates |
Select an option and enter dates in the fields. |
Sort Option |
Select an option:
|
Substitutes |
Select this check box if you want component substitutes to be printed on the report. |
Status Selection |
Indicates the production status of the component. Select All Status or Select Range Status. Select one or more of these production statuses:
|
The Production Selection page includes:
Field or Control |
Description |
|---|---|
Select Production IDs and Select Production Schedules |
Select one or both check boxes to generate a production report for production IDs, production schedules, or a combination of both. |
All, Range, Prdn ID (production IDs), Prdn Area (production area), or Item IDs |
Select values for production IDs. |
All, Range, Prdn Area (production areas), or Item IDs |
Select values for production schedules. |
The Production Schedule by Area Report page includes:
Field or Control |
Description |
|---|---|
Unit and Production Area |
Select values. |
From |
Enter the Start Date Range in this field for the production area that you'd like to review. |
The Subcontracted Purchase Order Report page includes:
Field or Control |
Description |
|---|---|
All or Range |
Select either option for one of these values:
Enter values for the ranges. If you select a range of operation start dates, all purchase orders with production IDs whose subcontracted operations start within the date range specified will be included. |
Sort Option |
Values are:
|
Print Text |
Select this check box if you want to print the associated text with the Sort Option. |
Production Status |
Select any of these values:
|
This report displays the production IDs and the components associated with subcontracted operations.
The Subcontract Components Report page includes:
Selection Criteria
Field or Control |
Description |
|---|---|
Unit |
Select a specific PeopleSoft Manufacturing business unit. This is a required field. |
Select any of these optional fields. If you leave the fields blank, the system retrieves all applicable information:
Field or Control |
Description |
|---|---|
All or Range |
Select either option for one of these fields:
|
Issue Method Selection
Select the issue method for the subcontracted components. Values are:
Kit
Issue
Replenishment
The Material Picking Plan page includes:
Field or Control |
Description |
|---|---|
Production Area Information |
The production selection options available on this page depend on the material issue method you chose on the picking options page. For example, if you select the Kit method on the picking options page, the WIP Location Range for Issues group box items won't be available. |
Prdn Areas (production areas) |
You can select one of these options when generating picking plans for components using the Issue or Kit method: All: If you select this option and the issue method you selected is Issue, you can additionally enter a range of WIP locations. Range: If you select this option, the system looks at all WIP locations for the production selected. |
Options for Kits |
You can select one of these options when generating picking plans for components using the Kit method:
|
WIP Location Range for Issues |
Select All or Range if all production areas use the Issue method. Within the range of storage area, you can further define the selection by any of the 4 location levels set up in the inventory. If you selected a range of production areas, you can't select a range of WIP locations. Note: If you're selecting consigned kit issue components, including lot- and serial-controlled components, the system picks from both owned and non-owned WIP storage locations. |
Run |
Click to run this request. Process Scheduler runs the Pick Plan process and report (SFS6000) at user-defined intervals. |
Note: PeopleSoft SCM applications do not support the printing of bar codes from processes running on OS390 servers. You should run your SQRs that print barcodes on a process scheduler server that is running on a non-OS390 operation system.
The Genealogy Exception Report page includes:
Report Request Parameters
Field or Control |
Description |
|---|---|
Prdn ID (production ID), Prdn Area (production area), Item ID |
Select All or enter a Range of values. |
Prdn Status |
Select one or more of these production statuses:
|
Display Prdn if Serial ID is not Associated with Assembly Scrap |
Select this check box if you want this information printed on the report. |
Sort Option |
Select one of these sort options:
|
These are exception messages that you may encounter when you generate a Genealogy Exception Report.
Field or Control |
Description |
|---|---|
Assembly Exceptions Serial IDs not associated with Assembly Scrap |
There is assembly scrap that does not have a serial ID associated with it. If you want to associate serial IDs to the scrap, you will need to reverse the scrap and then rescrap. |
Serial IDs associated > Completed + Scrap |
There are serial IDs associated with the production ID that have not been completed or scrapped. You should verify that the serial IDs are still in production |
Component serial/lot association rows do not exist |
There are completed serial assemblies that do not have any serial or lot components associated. You may need to enter the component association transactions. |
Component Exceptions Component Issue <> Trace Usage |
You have consumed more serial IDs than have been associated with an assembly. You should verify the correct component associations have been recorded. |
Component serial/lot association rows do not exist |
You have consumed quantity but no component association rows have been recorded. You should verify the correct component associations have been recorded. |
Comp List qty per <> Sum of Trace Issue Qty |
You have associated more or less quantity than what is scheduled. You should verify the correct component associations have been recorded. |