Operation Maintenance

Menu Path: Manufacturing $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Operation Maintenance

Purpose

Set up and maintain operation codes.

Overview

Use Operation Maintenance to create, edit, and delete operation codes. Operation codes are used to track a specific step performed to create a product during manufacturing (sawing, sanding, assembly, drying, etc.). Each operation can have one or more cost categories that describe what is being done to complete the operation. You can also set up account resolution for manufacturing accounts for each operation.

Creating Operation Codes

To create an operation code:

Click the New button in the ribbon.
Enter a location prefix or name in which the operation is performed in the Location Prefix or Location Name field, or if the operation is performed in all locations, select the All check box.
Enter the operation code in the Operation Code field.
Enter a name for the operation in the Operation Name field.
Enter the default work center or work center group for the operation in the Default Work Center Code or Default Work Center Group Code field.
If the operation is in an operation category, enter the operation category code or name in the Category Code or Name field.
Click the Cost Category tab.
Enter a cost category code or name associated with the operation in the Category Code or Category Name field.
Enter a sequence number for the cost category in the Order field.
Enter the time the cost category will take in the Time field, and click the Lookup button to select whether the time is in seconds, minutes, or hours. Verify that the time entered is appropriate for the displayed time type.
If you want to override the default multiplier for a per unit cost category, select the Override check box and enter the multiplier in the Multiplier field.
If you want to override the default labor rate for the cost category, select the Override check box and enter the labor rate in the Labor Rate field.
If you want to override the default overhead rate for the cost category, select the Override check box and enter the overhead rate in the Overhead Rate field.
If the operation is used for outside processing, enter the service product code or name in the Service Product Code or Name field, and then enter the purchase class in the Purchase Class field.
Click the Enter button. The cost category information is added to the Cost Categories grid.
Repeat steps 8 to 15 for each cost category associated with the operation.
If you want general ledger accounts to resolve from the operation, click the Manufacturing Accts tab, and enter the accounts.
Click the OK button in the ribbon. The operation is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Operation Maintenance window.
New	Click this button to create a new operation.
Update	Click this button to update the selected operation.
Delete	Click this button to delete the selected operation.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first operation for the selected location.
Prev	Click this button to display the previous operation for the selected location.
Next	Click this button to display the next operation for the selected location.
Last	Click this button to display the last operation for the selected location.

Fields and Buttons

Field or Button	Description
All	Select this check box to display or maintain operations for all locations.
Location Prefix	Enter a location prefix for which you want to display or maintain operations, or click the Lookup button to select a location prefix.
Location Name	Enter a location name for which you want to display or maintain operations, or click the Lookup button to select a location name.
Operation Code	Enter a code for the operation, or click the Lookup button to select an existing operation code.
Operation Name	Enter a name for the operation, or click the Lookup button to select an existing operation name.

Main Tab Fields and Buttons

Field or Button	Description
Operation Category Code	Enter an operation category code for the operation, or click the Lookup button to select an operation category code. For information on setting up operation categories, see Operation Category Maintenance.
Name (Operation Category)	Enter an operation category name for the operation, or click the Lookup button to select an operation category name. For information on setting up operation categories, see Operation Category Maintenance.
Default Work Center Code	Enter the default work center code for the operation, or click the Lookup button to select the default work center code. This field is only available if the All check box is cleared.
Default Work Center Group Code	Enter the default work center group code for the operation, or click the Lookup button to select the default work center group code. This field is only available if the All check box is selected.
Name (Default Work Center)	Enter the default work center name for the operation, or click the Lookup button to select the default work center name. This field is only available if the All check box is cleared.
Name (Default Work Center Group)	Enter the default work center group name for the operation, or click the Lookup button to select the default work center group name. This field is only available if the All check box is selected.

Cost Category Tab Fields and Buttons

Field or Button	Description
Category Code	Enter a cost category code that you want to associate with the operation, or click the Lookup button to select a cost category code. You can only enter or select a cost category code that is set up for the location of the operation. Cost categories for all locations can be assigned to work center groups. For information on setting up cost categories, see Cost Category Maintenance.
Category Name	Enter a cost category name that you want to associate with the operation, or click the Lookup button to select a cost category name. You can only enter or select a cost category name that is set up for the location of the operation. Cost categories for all locations can be assigned to work center groups. For information on setting up cost categories, see Cost Category Maintenance.
Order	Enter a sequence number to indicate the order in which work for the cost category is performed. Example If work for three cost categories is performed for the operation, you could enter 10 for the cost category performed first, 20 for the cost category performed second, and 30 for the cost category performed last.
Included in Total Work Time	Select this check box if the cost category is used to calculate the operation times and expected finish dates for work orders. This check box is selected by default if the cost category is set up to be included in total work time.
Time	Enter the time it takes for work for the cost category to be performed, and click the Lookup button to select whether the time is in seconds, minutes, or hours. The time type (Per Unit or Fixed) is also displayed to indicate whether you are specifying the overall time it takes to complete work for the cost category or the time for each unit of product worked on for the cost category.
Cost Type	This field displays one of the following cost types for the selected cost category: Fixed - The cost for the cost category is fixed and not related to units manufactured or the time it takes to perform work. Per Unit - The cost for the cost category is calculated per unit of finished good manufactured. Per Hour - The cost for the cost category is calculated per hour of work.
Override (Multiplier)	Select this check box if you want to override the default cost category multiplier for the operation. This check box is cleared by default. This check box is only available if the selected cost category's cost type is Per Unit.
Multiplier	This field displays the multiplier for the cost category if the cost is for a subunit of a product. Example The cost category is for painting legs of a chair. Enter 4 as the multiplier if all 4 legs are always painted. This value is used as the product quantity ordered for the service product purchase order for outside processing. If you select the Override check box to the left of this field, you can change the multiplier for the cost category and operation. This field is only available if the selected cost category's cost type is Per Unit.
Override (Labor Rate)	Select this check box if you want to override the default cost category labor rate for the operation. This check box is cleared by default.
Labor Rate	These fields display the labor rate, rate currency, and cost type for the selected cost category. If you select the Override check box to the left of these fields, you can change the labor rate for the cost category and operation.
Override (Overhead Rate)	Select this check box if you want to override the default cost category overhead rate for the operation. This check box is cleared by default.
Overhead Rate	These fields display the overhead rate and rate currency for the selected cost category. If you select the Override check box to the left of these fields, you can change the overhead rate for the cost category and operation.
Service Product Code	Enter the product code of the service product associated with the cost category, or click the Lookup button to select a service product code. This is typically entered for outside processing to indicate that product that is added to the automatically generated purchase order. This field defaults to the service product code associated with the cost category.
Name	Enter the product name of the service product associated with the cost category, or click the Lookup button to select a service product name. This is typically entered for outside processing to indicate that product that is added to the automatically generated purchase order. This field defaults to the service product name associated with the cost category.
Purchase Class	Enter the purchase class to use for the automatically generated purchase order if the cost category is used for outside processing, or click the Lookup button to select the purchase class. This field defaults to the purchase class associated with the cost category.
Enter	Click this button to associate the entered cost category information with the selected operation.
Remove	Click this button to remove the selected cost category from the Cost Categories grid.
Cost Categories	This grid displays cost categories set up for the operation. To edit cost category information for the operation, double-click a cost category, make any changes in the fields above the grid, and then click the Enter button.

Manufacturing Accts Tab Fields and Buttons

Field or Button	Description
Inventory	Enter all or part of the inventory general ledger account to use when resolving the account from the operation, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on inventory accounts, see Manufacturing Account Resolution. The entered account is only used for component products. It is not used for manufactured products. Note You can enter asterisks (*) for account elements you do not want to resolve from the operation. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Work in Process - Material	Enter all or part of the material work in process general ledger account to use when resolving the account from the operation, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on material work in process accounts, see Manufacturing Account Resolution. The entered account is only used for component products. It is not used for manufactured products. Note You can enter asterisks (*) for account elements you do not want to resolve from the operation. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Work in Process - Labor	Enter all or part of the labor work in process general ledger account to use when resolving the account from the operation, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on labor work in process accounts, see Manufacturing Account Resolution. The entered account is only used for component products. It is not used for manufactured products. Note You can enter asterisks (*) for account elements you do not want to resolve from the operation. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Work in Process - Overhead	Enter all or part of the overhead work in process general ledger account to use when resolving the account from the operation, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on overhead work in process accounts, see Manufacturing Account Resolution. The entered account is only used for component products. It is not used for manufactured products. Note You can enter asterisks (*) for account elements you do not want to resolve from the operation. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Work in Process - Outside Processing	Enter all or part of the outside processing work in process general ledger account to use when resolving the account from the operation, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on outside processing work in process accounts, see Manufacturing Account Resolution. The entered account is only used for component products. It is not used for manufactured products. Note You can enter asterisks (*) for account elements you do not want to resolve from the operation. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Absorbed - Labor	Enter all or part of the absorbed labor general ledger account to use when resolving the account from the operation, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on absorbed labor accounts, see Manufacturing Account Resolution. The entered account is only used for component products. It is not used for manufactured products. Note You can enter asterisks (*) for account elements you do not want to resolve from the operation. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Absorbed - Overhead	Enter all or part of the absorbed overhead general ledger account to use when resolving the account from the operation, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on absorbed overhead accounts, see Manufacturing Account Resolution. The entered account is only used for component products. It is not used for manufactured products. Note You can enter asterisks (*) for account elements you do not want to resolve from the operation. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Absorbed - Outside Processing	Enter all or part of the absorbed outside processing general ledger account to use when resolving the account from the operation, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on absorbed outside processing accounts, see Manufacturing Account Resolution. The entered account is only used for component products. It is not used for manufactured products. Note You can enter asterisks (*) for account elements you do not want to resolve from the operation. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Scrap Expenses	Enter all or part of the scrap expenses general ledger account to use when resolving the account from the operation, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on scrap expenses accounts, see Manufacturing Account Resolution. The entered account is only used for component products. It is not used for manufactured products. Note You can enter asterisks (*) for account elements you do not want to resolve from the operation. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.