Edit Item Process Plan

This page allows you to modify the details of the process plan. Tell me more

Select the “Edit Item Process Plan” link under the “Process Model” business component.

The “Edit Item Process Plan” page appears.

Modify the following, if required:

Process Plan No.	The unique number identifying the process plan either generated by the system or entered manually. Mandatory. A Process plan gives information detailing the method of manufacture of a particular item.
	Help facility available.

Click “Get” pushbutton to retrieve the process plan details.
Modify the following, if required:

PP Desc.	The description of the process plan.
	Zoom facility available.
Status	Use the drop-down list box to select the status of the process plan. Mandatory. The system displays “Active” by default on launch of the page. The options available are
	Active – indicates valid process plan.
	Draft – indicates incomplete process plan.
	Inactive – indicates invalid process plan.

Item Code	The code identifying the item for which process plan is defined. Mandatory.
	Press <Enter> key.
	The item code should be valid. If variant is left blank, then the item code should exist and should be in “Active” status. If the variant is not left blank, then the item and variant combination should be valid and should be in “Active” status. In both the cases, the item should have been defined in the warehouse Organization Unit to which Process Model Organization Unit is mapped. The system retrieves the item details for the specified item and variant (if any) combination. If the item does not have a variant, then the system retrieves the item description. If the item has a variant, then the system retrieves the item and variant description (concatenated). If the Item has more than one variant and the variant is not specified, then the system retrieves only the item description.
Variant Code	The code or number identifying the variant of the item. Mandatory.

The system displays the following:

Desc.	The description for the combination of item and its variant.
	Zoom facility available.

Note: If help on Item code was taken, the description gets fetched along with the Item code.

Modify the following, if required:

PP Type

Use the drop-down list box to select the user-defined types of the process plan. The system retrieves the types from the “Create Types” page of the “Organization Model” business component. The system displays “Blank” by default on launch of the page.

The system displays the following:

PP Usage	The process plan usage. It can be “Standard”, “Alternate1”, “Alternate2”, “Alternate3”, “Alternate4” or “Alternate5”.
PP Category	The category of the process plan. It can be “Production”, “Costing”, “Engineering”, “Subcontracting” or “ReWork”

Modify the following, if required:

Maintained By

Use the drop-down list box to select the “Maintained By” control units for which the login user has “Transaction” and/or “View” access permissions. Mandatory. The system retrieves the control units from the “Organization Model” business component. The system displays “Default Maintained By” defined for the login user. Otherwise, the system displays the first value as the default value.

Prodn. Controller

Use the drop-down list box to select the production controllers control units for which the login user has “Transaction” permission. Mandatory. The system retrieves the control units from the “Organization Model” business component. The system displays the “Default Production controller” defined for the login user. Otherwise, the system displays the first value as the default value.

The system displays the following:

Prodn. UOM	The production unit of measure in which the output item of the process plan is produced. The UOM should be valid in the UOM administration business component.
Plant	The plant where the item is identified. The system retrieves all the warehouses Organization Unit to which Process Model Organization Unit is mapped.

Modify the following fields in the “Activity Sequence” multiline, if required:

PP Seq.

The sequence number identifying the activity position in the process plan. Mandatory. The process plan sequence should not be zero.

Note: The default initial value is 0 and the incremental value is 10are retrieved from control unit for the given “Maintained By” that is., for each row it is increased by 10 as defined by the control unit in the “Create Control Unit” screen.

Activity Code	The code identifying the standard or non-standard activity. Mandatory. If a non-standard activity is specified and the Standard field is changed to “Yes”, then the system displays an error message. Standard activities cannot be created from non-standard activities.
	Press <Enter> key.
	The activity code should not be left blank. The activity should be valid and should be in “Active” status. For all the selected rows, the system retrieves the activity details mapped to the specified process plan and primary resource mapped to the activity.
	Help facility available.
Desc.	The description of the activity.
Std.	Use the drop-down list box to specify an activity as a standard activity or non-standard activity. You can select from “Yes” or “No. The system displays “Yes” by default on launch of the page.
Resource No.	The number identifying the resource that is required during the activity.
	Press <Enter> key.
	The resource should not be left blank. The resource should be valid and should be “Active” status. If the activity is “Standard”, then the resource should already have been mapped to the activity. For the specified activity code, the system retrieves the primary resource attached to the activity.
	Help facility available.

Overlap %	The percentage of completion of an activity after which the subsequent activity can start. If the overlap percentage is specified, it should be greater than or equal to zero. Overlap percentage cannot exceed 100%.
Transfer Lotsize	The quantity of an item moved between sequential resources during production. If the transfer lot size is specified, then it should be greater than zero.
Yield %	The ratio of usable output from a process to its input in terms of percentage is Yield %. If yield percentage is specified, it should be greater than or equal to zero and cannot exceed 100%.
Run Time	The time duration required for the run sub-activity for the activity selected.

Time UOM	Use the drop-down list box to select the time unit of measure of the run time field. You can select from “Hrs”, “Mins”, “Secs”, “Days” or “Blank”. The system displays “Blank” by default on launch of the page.
Run Timetype	The activity time type defined for the run sub-activity of the selected activity.
	Help facility available.

Note: The activity time type refers to the one defined in the "Create Activity Cost Details" screen. This field should not be blank if Run Time exists for the activity.

Run Qty.

The quantity of the output item during the run time of activity.

Note: The value is displayed from the "Create Activity" screen. You can modify run quantity for non-standard activities. If Run Time is non-zero, the value in this field should be non-zero.

Qty. UOM	The quantity unit of measure of the output item of the activity.
	Help facility available.
Setup Time	The time required for the setup sub-activity of an activity selected.

Time UOM	Use the drop-down list box to select the time unit of measure of the setup time field. You can select from “Hrs”, “Mins”, “Secs”, “Days” or “Blank”. The system displays “Blank” by default on launch of the page.
Setup Timetype	The activity time type defined for the setup sub-activity of the selected activity.
	Help facility available.

Note: The activity time type refers to the one defined in the "Create Activity Cost Details" screen. This field should not be blank if Setup Time exists for the activity.

Batch Time

The time required for the batch sub-activity of an activity selected.

Time UOM	Use the drop-down list box to select the time unit of measure of the setup time field. You can select from “Hrs”, “Mins”, “Secs”, “Days” or “Blank”. The system displays “Blank” by default on launch of the page.
Batch Timetype	The activity time type defined for the batch sub-activity of the selected activity.
	Help facility available.

Note: The activity time type refers to the one defined in the "Create Activity Cost Details" screen. This field should not be blank if Batch Time exists for the activity.

The system displays the following details in the “Activity Sequence” multiline.

Inspection Required (QC)

Indicates whether inspection is required or not for the activity.

Enter the following details in the “Activity Sequence” multiline.

Subcontract	Use the drop-down list box to indicate whether an activity has to be subcontracted. You can select from “Yes” or “No. The system displays “No” by default on launch of the page.
Supplier Code	The code identifying the supplier of the activity that is subcontracted.
Queue Time	The time buffer that is to be given at the beginning of an activity, which uses this resource. This is useful when the actual start time of an activity differs from the planned time. If the actual start time is within the buffer time, no rescheduling is done.
Wait Time	The time buffer that is to be given at the end of an activity, which uses the resource being defined. This is useful when the actual end time of an activity is different from the planned time. If the actual end time is within the buffer time, no rescheduling is done.
Transport Time	The time required for the job on this resource to move to the next resource.
Time UOM	Use the drop-down list box to select the unit of measure of the queue, wait and transport time defined. You can select from “Hrs”, “Mins”, “Secs”, “Days” or “Blank”. The system displays “Blank” by default on launch of the page.
Costing Reqd.	Use the drop-down list box to specify whether the activity requires costing purpose. You can select from “Yes” or “No”. The system displays “Yes” by default on launch of the page.
Costing Basis	Use the drop down list box to select the type of costing. You can select from "Standard", "Actual Time" or "None". The system displays "Actual Time" by default on launch of the page. The options available are:
	Standard – indicates that the costing type for the process plan is “Standard”.
	Actual Time – indicates that the costing type for the process plan is “Actual Time”. That is., the actual cost that is incurred on completion of the activity.
Prodn. Reqd.	Use the drop-down list box to specify whether the activity is used for production purpose. You can select from “Yes” or “No”. The system displays “Yes” by default on launch of the page.
Lot No. Gen.	Use the drop-down list box to specify whether the activity requires lot number generation. You can select from “Yes” or “No”. The system displays “No” by default on launch of the page. Only one activity should be lot controlled.
Serial No. Gen.	Use the drop-down list box to select the serial generation number. You can select from “Yes” or “No”. The system displays “No” by default on launch of the page. Only one activity should be serial controlled.
Setup Cap Units	The capacity of resource that is used during setup sub-activity. If the setup capacity for the resource has been specified and if the resource is a “Discrete” resource, then the setup capacity should be a whole number.
Batch Cap Units	The capacity of resource that is used during batch sub-activity. If the batch capacity for the resource has been specified and if the resource is a “Discrete” resource, then the batch capacity should be a whole number.
Run Cap Units	The capacity of resource that is used during actual processing of the activity. If the run capacity for the resource has been specified and if the resource is a “Discrete” resource, then the run capacity should be a whole number.
Valid From	The date from which an activity is valid. If the date is specified, then the system checks if it is in the correct date format. If both valid from and valid to date is specified, then the system ensures that the valid from is lesser than valid to date. If the date is not specified, then the system displays “Low Date” as the default date.
Valid To	The date till which an activity is valid. If the date is specified, then the system checks if it is in the correct date format. If the date is not specified, then the system displays “High Date” as the default date.
Min. Qty.	The minimum quantity of the activity. If the minimum quantity is specified, then it should be greater than zero. If the minimum and maximum quantity is specified, then the minimum quantity should be lesser than maximum quantity. If the quantity is not specified then the system displays “Low Quantity” as the default quantity.
Max. Qty.	The maximum quantity of the activity. If the maximum quantity is specified, then it should be greater than zero. If the quantity is not specified then the system displays “High Quantity” as the default quantity.
Checklist Code	Use the drop-down list box to select the checklist code for creating the item process plan. The combo is loaded with all checklist codes as defined in the “Master Checklist” activity. The system displays “Blank” by default on launch of the page.

Click the “Get” pushbutton to retrieve the activity and resource details for the selected rows in the “Resource Sequence” multiline

Click the “Delete” pushbutton to delete the activity and resource details in the “Activity Sequence” multiline

For the rows marked for deletion, the login user must have “All” access permission for the "Maintained By" of the process plan. The system ensures that at least one row in the multiline should be present. This check has to be made even in the cases where rows are marked for deletion. After deletion, there should be at least one row. So the system checks for that existence before deletion. If there are rows marked for deletion, then for the PP No and PP Seq of the activity, the system deletes the activity details.

Check the box in the “Select” column to select the process plan for modifying its details.

Click the “Edit Process Plan” pushbutton to modify the item process plan details.

The login user should have “Modify” or “All” access permission for the "Maintained by" CU of the process plan. The system checks the status of the item process plan. If the status has been changed from “Draft” to “Active”, then the system generates all the validations and updates the PP status as Active. If the status is changed from “Active” to “Inactive”, then the system updates the PP status as “Inactive”. If the status is changed from “Draft” to “Inactive” then the system performs no action. If the status is changed from “Inactive” to “Active”, then the system generates all the validations and updates the PP status as “Active”. The system ensures that at least one row in the multiline should be present. The system saves the process plan details.

The login user ID and the system date are updated in the “Created By”, “Created Date”, “Edited By” and “Edited Date” fields.

To proceed, carry out the following

Select the “Edit Resource Requirements” link at the bottom of the page to modify the resource requirement details.

Select the “Edit Activity Options” link at the bottom of the page to modify the activity option details.
Select the “Attach Notes” link at the bottom of the page to modify the notes.
Select the “Maintain Option Rule” link at the bottom of the page to maintain the option rules.
Select the “Maintain Activity QC Masters” link at the bottom of the page to maintain the activity QC masters.

The system displays the following:

Created By	The login user ID of the person who has created the item process plan.
Created Date	The date on which the item process plan was created.
Edited By	The login user ID of the person who has modified the item process plan.
Edited Date	The date on which the item process plan was modified.

Edit Item Process Plan – An overview

You can make use of the help facility to search the process plan for which you can modify or delete the details. You can modify the process plan details by entering the process plan. On entering the details in the help screen the system fetches the corresponding results in the multiline. Once the details are retrieved, you can modify the activity attached to the resource together with the other fields in the multiline. You can define different resource and activity details using the same screen and retrieve the corresponding details.

You can also delete the resource and activity details of the item of the process plan by making the appropriate selection in the multiline. Once the details are selected in the multiline, you can delete the record containing the process plan details and initiate the delete operation. On modifying and deleting the necessary fields, you can update the changes made to process plan.