Functional Manual
Contents |
Accounting
- Accounting Documentation : accounting module documentation
- Documentation_Module_Comptabilite (French only)
CRMSFA
in Neogia, it's possible to integrate CRM from opentaps project, it provides a full CRM component.
How to integrate it
currently documentation is only in French Installation CRM, use the google button (in Blue menu line at right) to translate it
- Run the ant run-install-fr process to load security data.
- And to finish and access CRMSFA menu you must add SalesManager security group to your user (admin for exemple) https://localhost:8443/partymgr/control/EditSecurityGroupUserLogins?groupId=SALES_MANAGER
Catalog (Product)
Product Revision
Product Revision is used to managed BOM (Bill Of Materials) or routing evolution for a manufacturing product
Main assumption is two revision numbers are always compatible; if managing compatibility is necessary, we suggest to create two different products.
Currently product revision management is dedicated to help the manual management
- revision number is associated to fromDate-thruDate
- creation of a new revision number closes automatically the previous one
- if necessary, you must manage fromDate and thruDate in BOM or routing to be similar with revision number
- revision number is copied in Production Run and Order (Sales or Purchase) depending on delivery date
- when a new revision number is created, if some ProductionRun or Order already exists with a previous revision number which should be changed (depending on delivery date), a warning message is created in the user log message. It's a manual action to change - or not - revision number in this ProductionRun or Order, and to change BOM or task fulfillment, if necessary.
- closed field is used to not authorised modification in the BOM (between fromDate and thruDate)
Content
Facility
- Default Facility Lookup : how to retrieve the default facility associated to a product?
- Product Facility Parameters Lookup : how to retrieve product facility parameters?
Configuration
Stock
Transfert
- Documentation for creation of TransfertList from TransfertListModel.
- Documentation for creation of TransfertList from StockEventPlanned.
Shipment
Facility Receive
Movements
Physical inventory
Picking List
Supplying
Manufacturing
Security management: MANUFACTURING for all screens except for Routing subcomponents and Product Revision which need MANUF_TECHDATA
Production Run
(Jobshop management)
There are two types of this menu's users; the Worshop Chief (or admin) and the operator.
Here is the possible access for the operator:
- Product Run (can see the list of the Product Run via a search)
- Task Declaration (quick way to do run advancement)
- Missing Component List
- if a productRun is selected:
- Edit Product Run (can print the report if a ProductRun is selected)
- Check Measure (details below)
- Check Measure Report
- if the productRun as Printed or Run status:
- Product Run Advancement
- Outgoing Material Declaration
- if the productRun as Finished status:
- Outgoing Material Declaration
- Receipt Run
The Workshop Chief will have the permission to access all the menus:
- Product Run (can see the list of the Product Run via a search)
- New Product Run
- Gantt (can see the gantt diagram of the product run)
- Task Declaration (quick way to do run advancement)
- Missing Component List
- if a productRun is selected:
- Edit Product Run
- edit ProductionRun data (quantity, date, ....) or change the Production Run status to Print if the ProductRun as status Closed_Plan,
- only print of report is possible if Production Run status is after Print
- if the productRun has other than finished and closed status:
- Task association (allows to see the associated task to the ProductRun, adding a task is always possible, edit or remove a task is only possible if the task has not the status Run)
- if the productRun has other than closed status:
- Component association (same as task association but for component)
- if the productRun has Printed or Run status (it's also possible to use):
- Product Run Advancement
- Outgoing Material Declaration
- if the productRun has Finished Status (it's also possible to use):
- Outgoing Material Declaration
- Receipt Run
- Check Measure (details below)
- Check Measure Report
- Edit Product Run
Component association
This screen allows you visualize the list of the components of a WRun. You can also Add/Edit/Remove components from this screen. The list of components is automatically created from the bill of materials of the product being built by the WRun.
Description of the run components fields:
- task: the operation at which component will be required. This information is retrieved from the Bill Of Materials link, if present; otherwise it's always the first operation of the WRun.
- component: the product
- estimated quantity: the required quantity. By default, it's the defined quantity on the Bill Of Materials link multiplied by the quantity to produce of the WRun.
- actual quantity: the quantity that has been picked from stock (increase by facility subsystem each time new quantity is picked from stock)
- quantity not available: the quantity that is not available (set by facility subsystem when some quantity is not available at the time of the operation)
- status:
- Planned: quantity to pick from stock has been planned
- Reserved: quantity to pick from stock has been planned and there is sufficient stock level at the time of the operation
- Close-Reserved: facility subsystem has physically reserved the remaining quantity to pick (all run component stock event planned has been attached to a stock item)
- Used: all the estimated quantity has been picked from stock
- Picking Facility: the facility to use for picking
Out stock declaration
Check Measure for a ProductionRun
If a ProductionRun is selected, it's possible to access to Check Measure button. If some checkMeasure has been added to the ProductionRun product (look Product parameters, in CheckMeasure tab) it's possible to add some measure for some serialNumber, one serialNumber for one Product instance. Currently no check is done between serialNumber number entry and ProductionRun quantity.
Stock out Run-Component by task
When the WRun status is "Printed", the user can access to the option "Stock out Run-Component by task". This screen is divided in 3 parts :
- on the bottom left hand corner, the WRun (read-only) form
- on the bottom right hand corner, the WRun edit form
- on the top:
- the RunComponents list
- the valid task-fulfillment.
A valid task-fulfillment is a task-fulfillment which has at least one RunComponent
Seizure of Times
This screen is divided in three parts.
Create or Search TimeReceiptReport
The first part will permit two operations:
- Create a TimeReceiptReport
- Search TimeSheet associated to a TimeReceiptReport
In order to create a TimeReceiptReport, 4 fields will be used , "Id Number" and "Project Period Id Name" are not mandatory, but the "Date Report" and "Description" fields are. If you enter "Id Number", a TimeReceiptReport with the identifier you have enter will be created (if the identifier does not already exist), the other fields will not be used for the creation.
For the research, all the fields can be used. The four first fields will be used to find TimeReceiptReport. "Date Report" will be used to find the TimeReceiptReport with the same day, "Description" will be used to find the TimeReceiptReport containing this description. If there is more than one TimeReceiptReport which correspond to the research, the first one will be selected. Then the research will continue with the research of TimeSheet, the result of the research will be the TimeSheet associated with the TimeReceiptReport and corresponding of the search criterion (party Id , skill Id Name)
The two other parts of the screen will only be displayed when a TimeReceiptReport is selected (result of find or after creation )
Create or Edit TimeSheet
The second part will be used to create or edit several TimeSheets. This operation is restricted to the connected user's access rights. The user will only be able to create or edit a TimeSheet if he has the right to do so, this means the connected user is the one who has executed this task or he is the person's superior who has done this task.
Display result of the search
The last part will be used to list all the TimeSheets matching the search. A button on the end of each line will be displayed to edit TimeSheet in the second part of the screen.
Routing
Costs
the costs of wruns are consultable through three screens:
For WRun
For TaskFulfilments
For RunComponents
estimatedCosts
updateWRunEstimatedCost
The method of calculation is as follows (in neogia/manufacturing/src/org/manufacturing/jobshopmgt/developed/WRunServices.java):
the updateWRunEstimatedCost service calls, for each one of these taskfulfilments, the function making it possible to calculate the cost of TaskFulfilments (calculateTaskFulfilmentCost) to obtain the estimated cost of this WRun (EstimatedCost).
calculateTaskFulfilmentCost
The function calculateTaskFulfilmentCost(in neogia/manufacturing/src/org/ofbiz/manufacturing/cost/developed/ProductCostHelper.java):
- calculate the cost of this task according to its budgetCode and set estimatedCost (of the TaskFulfilment table and without the costs of RunComponents), if no cost exists estimatedCost will be to 0. In calculates, the set-up times are not multiplied by the quantity of WRun to produce.
- Then, for each RunComponent corresponding, the function calls making it possible to calculate the cost of RunComponents (getRunComponentCost)
- return the cost of this taskfulfilment (with the cost of RunComponents).
calculateRunComponentCost
The function getRunComponentCost (in neogia/manufacturing/src/org/ofbiz/manufacturing/cost/developed/ProductCostHelper.java):
- seek the price of RunComponent according to its budgetCode and stock it in estimatedCost (of the RunComponent table), if no price is found estimatedCost will be to 0
- return the value of estimatedCost
actualCosts
updateWRunActualCost
updateWRunActualCost (in neogia/manufacturing/org/ofbiz/manufacturing/jobshopmgt/developed/WRunServices.java):
This service get all actual costs of all taskFulfilments and runComponents and set the wRun's actualCost with this cost
taskFulfilmentActualCost
create two new services :
- createTaskFulfilActualCost
- updateTaskFulfilActualCost
in file neogia/manufacturing/src/org/ofbiz/manufacturing/cost/developed/ProductCostHelper.java
Those services are call in editTimeSheet from neogia/servicemgnt/src/org/ofbiz/serviemgnt/timeSheet/developed/TimeSheetServices.java After created our updated taskFulfilment, those two functions call the updateWRunActualCost service to update wRun
createTaskFulfilActualCost
This function makes :
- take hourCosts of the task by using taskFulfilment
- set taskFulfilment's ActualCost
- call the updateWRunActualCost service
updateTaskFulfilActualCost
This function makes :
- take the initial hourAmount in the timeSheet
- take the initial taskFulfilment in the timeSheet
- compute the initial Cost of the timeSheet(initial hourAmount * actual hourCost )
- update the initial taskFulfilment's actualCost (taskFulfilment.actualCost - initialTimeSheetCost)
- compute the new cost of the timeSheet( new hourAmount * actual hourCost)
- update the taskFulfilment's actualCost ( taskFulfilment.actualCost + newTimeSheetCost)
- call the updateWRunActualCost service
warning :
- if the hourCost changes between the initial compute and the update compute, the initial actualCost is false!, but normally this cost doesn't have to change
runComponentActualCost
insertion of updateRunComponentQuantityAndActualCost's service in : neogia/facility/src/org/ofbiz/facility/picking/developed/PickingListServices.java This service :
- set the actual quantity
- set the runComponent status to "USED" if the runComponent stock event plan is empty, compute the actualCost and call the updateWRunActualCost service
To compute the actualCost, this service get the runCompoStockEvent(extend of stockEvent)
Bill Of Material
MRP
MRP : Material Requirement Planning
MRP is the replenishement process wich generates purchase and production propositions in order to minimize the stock level of all products according to their consumptions.
MPS
Projects
Calendar
Order
Party
Mode de règlement, la liste des modes de règlement se définit dans le composant Comptabilité (Mode de réglement)
Product
Quality
Check Measure
In Configuration subMenu, it's possible to add all possible CheckMeasure, necessary to ProductionRun. This list is used in product - checkMeasure screen to associated CheckMeasure to a Product. So for each ProductionRun for this Product it will be possible to entry these measures.
