Monitoring#
Execution monitoring is used to get a quick overview of the execution status of the design and development process.
For this purpose, there is the design monitoring for the master data view and the disposition monitoring for the design + development order view (E+D orders). In both monitoring functions, the scope of monitoring can be defined specifically according to articles, sales orders and E+D orders and projects in the case of MRP monitoring.
The MRP monitoring also lists the finished parts lists and operation lines, but compares these with the components and operations of the E+D order or production order. Additionally, information regarding date and quantity as well as procurement is displayed.
Construction Monitoring#
Design monitoring allows you to monitor the status of your production master data. Design monitoring lists the finished parts lists and operation lines and displays their processing status.
Note
Please note that the system takes into account the inventory data, if available, when determining the data.
You can call up the "Design monitoring" via the user search.
General#
In the "General" area, you can first define what should be checked and how.
| Field | Description |
|---|---|
| Sales order filter | If you want to check the production data for an entire sales order, maintain the order number here. The system determines all articles entered in the order. |
| Article filter | Enter here the article no. of the article to be checked. |
| Calculate work plan | Use this field to specify how the system should take the routings into account: No: Routings are not taken into account in the calculation and are therefore not included in the result. Show primary AG Routings are included in the calculation, but secondary operations are not shown. Display primary and secondary AG Routings are fully considered in the calculation, primary as well as secondary operations are shown. |
| Structure check only | Activate the switch if you only want to see items with notes in the result. This means that you will only see lines whose BOM levels are greater than the value in the "Max. finished BOM level" field in the Design and Development setup. |
Lines#
The main fields of the display lines are explained in more detail below:
| Field | Description |
|---|---|
| E+D position | This field displays the E+D position. The top level is filled with the "Order position no. " in case of an order reference. Otherwise, the value is initialized according to the Design & Development setup in the "Step size E+D item no. " field. The other levels are calculated according to their definition in Design & Development. |
| Level | Represents the BOM level. |
| Sales order no. | In this field the possibly passed order no. is displayed. |
| Type | This field shows the type of line: (blank): It is a comment line Article: It is an item, the sources are production order line and components. Note: Please note that the variant code is maintained when displayed in blue. Phantom Bill of Materials: The component is defined as a phantom. Workstation Group: This is an operation of the "workstation group" type. Workplace: This is a "workstation" type operation. Additional costs: This is an additional cost item from the calculation. Functional Level: It is an attribute value according to your attribute definition in the Design & Development setup in the "Item attribute functional structure resolution name" field. Logistical level: It is an attribute value according to your attribute definition in the Design & Development setup in the field "Item attribute logistic structure resolution name". Notice: Please note that the types Additional costs, Functional as well as Logistical level are not used in construction monitoring. |
| No. | In this field, depending on the "Type", the "No. " field of the respective master data record is displayed. |
| Description | Depending on the "Type" and "No. ", the description of the source data set is displayed here. |
| Finished parts lists Status | For the types "Article" and "Phantom BOM", the status of the stored production BOM is displayed here. |
| Finished parts list no. | For the types "Article" and "Phantom BOM" the production BOM no. of the stored production BOM is displayed here. |
| Routing status | For the types "Article", "Workstation" and "Workstation group", the status of the stored production parts list is displayed here. |
| Work plan no. | For the type "Article", the routing no. of the stored routing is displayed here. |
| Procurement method (master data) | Here you are shown the procurement method from the article master for type=article. For type=workstation group, depending on whether it is external work, at Outside work: Purchasing Internal: Production order set. In the case of type=phantom bill of materials, "Stock transfer" is displayed. |
| Production type (master data) | Here with kind=article with the procurement type "production order" the production type from the stockkeeping data is represented to you. For items with the procurement type "Purchase", a reference to the re-procurement procedure, whereby: • (empty) is displayed with " ". • Order quantity with order production • the others are shown with make-to-stock production. For type=phantom BOM, " " (empty) is always displayed here. Comment Here the system shows you irregularities of your master data. |
Functions#
Calculate#
With this action you perform the calculation according to your calculation settings.
Routing Plan#
Use this action to open the displayed routing(s).
Production BOM#
With this action you open the displayed production BOM (version).
Item#
With this action you open the article card for items.
Disposition monitoring#
The MRP monitoring offers a resolved tree structure of the production order. The required quantity and the availability balance of the components and capacities can be viewed here.
Visualization takes place with the dispositive and capacitive availability traffic light.
If there are reserved requirements coverers available for the requirements originators, these can be called up using the info box.
General#
In the "General" area, you can first define what should be checked and how.
| Field | Description |
|---|---|
| Sales order filter | A sales order filter can be specified. If there are sales lines for the sales order that are reserved with a production order, the reserved production orders are listed and resolved in the MRP monitoring. |
| Project filter | The project filter acts here analogously to the sales filter. If production orders are reserved for project task lines, the production orders are listed in the MRP monitoring. |
| Article filter | If an article filter is specified, the MRP monitoring searches over all production orders for the specified article filter and lists the production orders found in the MRP monitoring. |
| Production application filter | Enter here a production order no. of the item to be checked. |
| Calculate work plan | Use this field to specify how the system should take the routings into account: No: Routings are not taken into account in the calculation and are therefore not included in the result. Hide sec AG: Routings are included in the calculation, but secondary operations are not shown. Sec. AG Ads: Routings are fully considered in the calculation, primary as well as secondary operations are shown. |
| Overall structure | Activate the switch if you want to display the overall structure in the result. |
Lines#
| Field | Description |
|---|---|
| E+D position | This field displays the E+D position. The top level is filled with the "Order position no. " in case of an order reference. Otherwise, the value is initialized according to the Design & Development setup in the "Step size E+D item no. " field. The other levels are calculated according to their definition in Design & Development. |
| Level | Represents the BOM level. |
| FA Status | Indicates the status of the stored production order. |
| FA no. | Indicates the number of the stored production order. |
| Sales order no. | In this field the possibly passed order no. is displayed. |
| Project no. | In this case, the corresponding project number is displayed. |
| Procurement method (master data) | Here you are shown the procurement method from the article master for type=article. For type=workstation group, depending on whether it is external work, at Outside work: Purchasing Internal: Production order set. In the case of type=phantom bill of materials, "Stock transfer" is displayed. |
| Production type (master data) | Here with kind=article with the procurement type "production order" the production type from the stockkeeping data is represented to you. For items with the procurement type "Purchase", a reference to the re-procurement procedure, whereby: • (empty) is displayed with " ". • Order quantity with order production • the others are shown with make-to-stock production. For type=phantom BOM, " " (empty) is always displayed here. |
| Dispositive availability traffic light | Shows the availability of the component. Assemblies inherit the "worst" result of the components. see also: -Availability traffic light -Setting up the availability traffic light |
| Capacitive availability traffic light | Shows the availability of the workstation (group). Assemblies inherit the "worst" result of the components. see also: - Availability traffic light - Setting up the availability traffic light |
| Type | This field shows the type of line: (blank): This is a comment line. Article: It is an item, the sources are production order line and components. Notice: Please note that the variant code is maintained when displayed in blue. Phantom Bill of Materials: The component is defined as a phantom. Workstation Group: This is an operation of the type work center group. Workplace: This is a "workstation" type operation. Additional costs: This is an additional cost item from the calculation. Functional Level: It is an attribute value according to your attribute definition in the Design & Development setup in the "Item attribute functional structure resolution name" field. Logistical level: It is an attribute value according to your attribute definition in the Design & Development setup in the field "Item attribute logistic structure resolution name". Note: Please note that the types Additional costs, Functional as well as Logistical level are not used in construction monitoring. |
| No. | In this field, depending on the "Type", the "No. " field of the respective master data record is displayed. |
| Description | Depending on "Type" and "No. " the description of the source dataset is displayed here. |
| E+D Proposed change available icon | Indicates whether an E+D change proposal exists. |
| Finished parts lists Status | For the types "Article" and "Phantom BOM", the status of the stored production BOM is displayed here. |
| Routing status | For the types "Article", "Workstation" and "Workstation group", the status of the stored production parts list is displayed here. |
| Requirement date | Indicates when the item is needed. |
| Quantity required | Indicates the quantity required. |
| Reserved quantity | Indicates the reserved quantity if in stock or on order for this line. |
| Residual requirement quantity | Indicates the demand of the quantities not yet withdrawn or produced. |
| Requested from | Specifies the demand originator for this line. |
| Availability balance | For items, the available quantity in stock and demand date is displayed. For work center/work center group the available capacity of the FA work operation from start date/time to end date/time is displayed. |
| Reserved stock (base) | Indicates the reserved quantity if in stock for this line. |
| Due date | Date by which the production order should be completed. |
| Quantity | Specifies the quantity of this line. |
| Finished quantity | Here you can see the already finished quantities. |
| Duration | The duration is calculated from "End date/time" minus "Start date/time" of the FA operation and the FA line. |
| Supplied by | Specifies the demand cover for this line. |
| Comment | Here the system shows you irregularities of your master data. |
Functions#
Calculate#
With this action you perform the calculation according to your calculation settings.
Production order#
With this action you open the associated production order.
Work plan#
Use this action to open the displayed routing(s).
Component#
Use this action to open the FA component row overview.
E+D Order#
With this action you open the corresponding E+D order
E+D Contract Work Plan#
With this action you open the E+D order routing.
E+D order components#
Use this view to open the E+D order component overview.
Article#
With this action you open the article card for articles.
E+D Proposed change#
Opens the E+D change proposal.