Setup#

Engineering & Design Setup#

The "Design & Development Setup" is the central place for the setup of the "Design & Development" module. Call up the "Design & development setup" via the user search and make the necessary settings with the help of the tables below.

General#

Field	Description
Variant required	This defines whether in the design & development with article variants must be posted. (If the required article master has variants).
Usable status article version	With this selection you can control which status article versions may be used in the design & development processes. The following selections are available: All: The article version can be used independent of the status. Certified only: Only certified item versions can be used. Display FA in reservation structure Depending on the selection in this field, the E+D mask or the standard mask is called in the reservation structure in the FA. The following selections are available: Standard FA: As soon as the "Display document" function is used in the reservation structure, the production order is called up in the standard mask. E+D Order: As soon as the "Display document" function is used in the reservation structure, the production order is called up in the E+D order mask.
Barcode separator	The separator for the barcode in report 5500 - "FA component and routing" is hereby defined. Example: Barcode separator = $ Barcode in the "FA Component and Routing" report would be for released FA 101031, item 1000, operation 010: 101031$1000$010
Stepwise E+D Position no.	This facility is required for the determination of a unique E+D position. With this field you can define the step-by-step positioning in the E+D order lines of the "E+D position" field.
Position item separator	This setup is required for the determination of a unique E+D position. With this field you can define the separator for the items in the E+D order lines of the "E+D position" field.
Position phantom separator	This setup is required for the determination of a unique E+D position. With this field you can define the separator for the phantom BOMs in the E+D order lines of the "E+D position" field.
Position operation separator	This setup is required for the determination of a unique E+D position. With this field you can define the separator for the operations in the E+D order lines of the "E+D position" field.
Position common part summary	This facility is required for the determination of a unique E+D position. This field specifies the character for the common parts grouping. If an article is used in several assemblies of a production order, the system combines them and generates a "collective FA line" for this. Such production order lines are marked in the E+D position with the defined character as suffix. Important: The system only groups together non-variable parts if no item no. is maintained in the component.
Position Additional costs	Separator This facility is required for the determination of a unique E+D position. This field specifies the separator for the additional costs (only with the "Valuation & calculation" module) in the E+D order lines of the "E+D item" field.

Item Mapping#

Field	Description
Automatically transfer attributes to versions	Define here how the system should behave when assigning new attributes to an article: Not: Entering new attributes at the article has no effect on the article version. New only: Newly entered article attributes are transferred to article versions with the status "New". to Certified: Newly entered article attributes are transferred to article versions with the status "New" as well as "Certified". to Certified and reset to New: Newly entered article attributes are transferred to article versions with the status "New" and "Certified". If the status of the article version is Certified, it is reset to "New". All: Newly entered article attributes are always transferred to the article versions.
Item attribute logistic structure resolution	If the same attribute is stored at the FA component, the E+D order lines are categorized according to the article attribute values for the logistical structure explosion based on the specified article attribute.
Item attribute logistic structure resolution Name	Specifies the name of the assigned value in the "Item attribute logistic structure resolution" field.

Execution#

Field	Description
Precision duration	Presets the field of the same name in the E+D order with the option: "millisecond", "second", "minute", "hour" or "day".
Calculate times incl. secondary operations	With the activation of the switch, the secondary operations are taken into account for the calculation of times and completed quantities ("Planned time (ms)", "Consumed time (ms)", "Remaining time (ms)", "Planned time", "Consumed time", "Remaining time", "Consumed time %", "Completed quantity" and "Completed quantity (base)") in the E+D order lines.
Calculate routing in change message through comparison	For the "Reschedule" function in the production order, the planning direction is preset with Forward or Backward.
Shipping units for logistic structure resolution	Specify here whether you want to have the logistic view or the shipping units displayed via an attribute assignment. For more information on this topic, see "Shipping units" and "Item attributes". Note: If you activate the switch, the value in the "Item attribute logistic structure resolution" field will be cleared.
Observance of the production type in the D+D order	Use this field to define how the system should behave when calculating production orders with maintained E+D project no. in relation to multi-level production: Standard The system checks whether the production order line is set to production type "make-to-order" and procurement method "production order". Always contract manufacturing In principle, make-to-order production is implemented regardless of the parameterization to articles or inventory data. Contract manufacturing according to master data The system checks whether the component is set to production type "make-to-order" and procurement method "production order". This setting is the default value. In the production order, the production type can again be adapted to the specific order using the function "E+D Change production type".
Procurement type for quantity increase	At this point, define how the system is to behave in the event of quantity changes in the FA: Enterprise Resource Planning The system behaves as in the standard Project management and enterprise resource planning If component quantities in a production order are increased after they were originally procured, this setting does not include the requirement in the planning worksheet, but it is handled as follows during the FA update: The quantity deviation is implemented by duplicating the FA component with the deviating quantity in the system. In the background, a reserved purchase order is created directly in the purchasing case and a new FA line is created for the duplicated component in the production case.
Autom. update after E+D planning	If the switch is active, the E+D order lines are automatically updated when the E+D order planning has been carried out.
Check status (finished parts list/work plan)	Define here whether the status of the routing and production BOM: Always Always be checked If E+D project no. empty Only if the field "E+D project no. " is empty should be checked.
Calculate available for relocation in E+D planning	Specify here whether the quantity should be calculated for other storage locations for information purposes during (E+D) order planning. If the switch is active here, the information is not displayed. This field is particularly useful for a large number of storage locations, as it can optimize the runtime.
Planning - Accept event message	The "Accept event message" identifier is preset to "Yes" in E+D planning if the Automatic option is selected. Otherwise, the identifier "No" is preset for Manual.
Structure Explosion	Preallocates the field of the same name in the E+D order with the selected option. You can choose from the following options: • Konstruktiv • Dispositiv • Logistisch
Calculate routing	Preallocates the field of the same name in the E+D order with the selected option. You can choose from the following options: • No • Hide Sec. Rtng. Lines • Show Sec. Rtng. Lines

Monitoring#

Field	Description
Max. Finished parts list level	Specifies the maximum finished parts list levels for the plausibility check for design monitoring. If the system determines a higher vertical range of manufacture, the system terminates when the level is exceeded and shows this as a structural error in the result.
Item no. required	Specifies whether the "Position" field in the finished parts list line must be filled. If the switch is active here, the system checks whether the "Position" field in the finished parts list line is filled when the finished parts list is certified.

Traffic Light#

Field	Description
Incl. blanket orders in availability	Specifies whether blanket orders should be taken into account when calculating item availability.
Incl. planning proposals in availability	Specifies whether planning proposals for calculating item availability should be taken into account.

Prod. Order Types#

The production order types have been extended by KUMAVISION factory365 as follows:

Field	Description
Precision duration	Presets the field of the same name in the E+D order with the option: "millisecond", "second", "minute", "hour" or "day".
Structure Explosion	Preallocates the field of the same name in the E+D order with the selected option. You can choose from the following options: • Konstruktiv • Dispositiv • Logistisch
Calculate routing	Preallocates the field of the same name in the E+D order with the selected option. You can choose from the following options: • No • Hide Sec. Rtng. Lines • Show Sec. Rtng. Lines

Note

If a production order type is assigned to the production order, the fields: Precision duration, structure explosion and routing in the E+D order are filled with the stored values of the production order type. Otherwise, the default values come from the "Design & development setup".