SOP-MES0018 Multi-Level Containerization Configuration

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MES Multi-Level Containerization Configuration Version MES15 Portal 1.0 Work Instruction

 

This Work Instruction is 42Q's corporate standard.  This document is under revision control. The latest revision is located on Intranet.  Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.  Contact the IT Global Education and Training Department to submit suggested alterations and or updates.

This edition applies to MES15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.

 

Shop Floor Control

As its name implies, the Shop Floor Data Collection system is responsible for the collection of data from the shop floor. The collected information is then stored in the Manufacturing Execution System (MES). Specifically, the real-time information collected by SFDC is utilized by Reporting and MES Web to create quality control reports. The SFDC system uses manual and automated barcode scanning to monitor and collect data for a product line or plant. Thus SFDC plays an important role in maintaining unit histories and directing product movement on the manufacturing floor.

The system provides Access Control between the modules of the application, including the functionalities of each screen. The current version has a Shop Floor Configuration page that provides access to all submodules pages and its functionalities (view, add, edit, delete, print, and generate output file).

Multi-Level Containerization Configuration

Containerization tracks the placement of serial numbers in a container, box, or carton. If a container is opened, any serial number entry that follows the container configuration will be attached to the open container. As performed by SFDC Containerization, all units added to the container must be at status 30 (Completed).

Depending on the configuration, the application allows adding units with the same revision as the first serial added to the container. Container quantities are defined by part number. Once a unit is containerized, it cannot be scanned at any other data collector, except if a serial number is scanned at a start station in Shop Floor, then it will be removed from the container. It is not recommended, it is better if users remove units from containers first.

Container definitions are specified by part number, level (container or lot), capacity, project ID, active flag, serial algorithm procedure or serial mask, and description. Multi-Level Containerization creates and modifies container definitions.

This document explains the application user interface, data fields, and configuration requirements.

This module allows the user to perform actions like create, print/export filtered results, edit, copy, delete, view, or print/export container configuration.

1. To access the Multi-Level Containerization page, navigate to Shop Floor Control >

Configuration >

Multi-Level Containerization Configuration.

2. The main Multi-Level Containerization Configuration page is displayed.

Figure 1: Multi-Level Containerization Configuration

 

Container List

The Container List displays all container levels and allows performing the following actions:

• Filter Data
• Edit a Container Configuration
• Copy a Container Configuration
• View a Container Configuration
• Delete a Container Configuration
• Print/Export details of a Container Configuration

Note that it is possible to execute two actions from the Task Panel:

• Add a new Container Configuration
• Print/Export all Filtered Container Configurations

 

Filter Settings

1. To perform searches, enter information into one or more of the following fields:

• Container Level: Predefined container levels are: "99 LOT", "100 BOX", "110 SKID" and "120 PALLET"; levels 101-999 are Multi-Level Containers.

• Level Description: The default description for the level.

• Part Number: A number that serves to uniquely identify a part (product).

• Project ID: The project identification number.

• Active (All, No, Yes): NO implies inactive for containerization. Default=YES.

2. Enter the information and select Filter.

Figure 2: Multi-Level Filter Settings

 

3. To clear the fields' contents, select Clear to start a new filter.

 

Edit Container Configuration

1. To edit a Container Configuration, select the box to the left of the container level and then select Edit.

Figure 3: Container Configuration- Edit

 

2. A Warning box displays alerting the user that all containers will be affected by the changes to configuration.

3. Select OK to continue.

The Container Configuration Maintenance screen displays:

 

Figure 4: Container Configuration Maintenance

 

4. Edit the Container's information as desired.

5. Select Save to confirm, Reset to clear the fields, or Cancel to exit.

All the container configuration information is updated according to the updates applied and the container configuration is displayed in the container configuration's list.

Container Level, Part Number, and Project ID cannot be edited, as they are the keys of the record.

Note: For further information about the fields, see the next topics.

 

Close Container Option: the user must enable the Shipping Level option, to be able to auto export the closed containers. 

Figure 5: Closed Container. Export container

When the user closes the container it will be auto exported and a message will be sent confirming that the container was exported and closed, as well as the email with the XML file.

 

 

Copy Container Configuration

1. To copy a Container Configuration, select the box to the left of the Container level and select Copy.

2. The Container Configuration Maintenance window is displayed:

 

Figure 6: Container Configuration-Copy

 

3. Change the necessary information and select Ok. The new Container configuration created is displayed in the Container Configuration List.

 

Delete Container Configuration

1. To delete a Container Configuration, select the box to the left of the container level and select Delete.

 

Figure 7: Container Configuration-Delete

 

2. A confirmation message displays. Select Yes to confirm the deletion or No to cancel.

3. The Container Configuration will be deleted from the containers list.

 

View Container Configuration

1. To view a Container Configuration, select the box to the left of a container level and select View.

2. The container configuration maintenance window displays:

 

Figure 8: Container Configuration-View

 

Note: All the fields are read-only.

 

Print/Export Container Configuration

1. To print or export a Container Configuration, select the box to the left of a container level and then select Print/Export.

 

Figure 9: Container Configuration-Print/Export

2. Select a program from the Open with drop-down list, and then select OK.

3. A report is generated:

 

Figure 10: Container Configuration-Report

Note: The column Algorithm is changed to Container Mask only when the Container mask is filled.

 

Figure 11: Container Configuration Level > 100 - Report

In the viewer screen, select Save or Print to save or print the report

4. In the viewer screen, select Save or Print to save or print the report result.

 

Add Multi-Level Configuration Containers: Type>100

 

1. To add a container configuration, select the Add button located above the container level list on the Container Configuration Maintenance main page.

2. The Container Configuration Maintenance screen is displayed:

 

Figure 12: Container Configuration- Add

 

Container Configuration fields description:

• Container Level: defines the container level (99 to 999) – default is Empty. For this topic, the level used is 99(LOT). The default Container Levels, 99 - LOT, 100 - CONTAINER, 110 - SKID, and 120 - PALLET cannot be edited or deleted, it ’

s created automatically by the application.

SFDC Lot Rules Description:

• Algorithm: not used when Serial Mask is specified. The field can contain either (i) a predefined program filename or (ii) an algorithm number if the algorithm was defined using the Algorithm Maintenance – default N/A;
• Container Mask: not used when the Serial Algorithm Procedure is specified. Up to 30 characters in length. The mask of the serial number for the container or lot. Using a serial mask, container serialization schemes can be different per part number – default Empty;

3. To manage the container levels select the Manage icon:

 

Figure 13: Manage Icon

 

The Manage Level screen is displayed:

 

Figure 14: Container Level

 

The user is able to Add, Edit, or Delete container levels.

 

Add Container Level

1. To add a container level, select Add located above the Container Level list in the Container Level screen.

2. The Add Container Level window displays:

 

Figure 15: Add Container Level

 

3. Enter the Container Level with a value between 99 to 999 and the Level Description with a value that does not exist in the database.

4. Select OK to complete.

5. The new container level will be displayed in the containers level list and the user will be able to select it when creating/editing a container configuration.

 

Edit a Container Level

Edit Container Level: (maintenance button) can be performed at any time except for a default value or a container definition that already exists for that level; otherwise, if there are no definitions, editing a container level is allowed.

Type 99 (LOT) cannot be edited. If a definition already exists, then the container level cannot be modified.

1. To edit a container level, select the box to the left of the desired container level, and then select Edit.

2. The Add Container Level window displays and is available to edit.

3. Edit the information and then select Save to confirm or Close to cancel.

 

Figure 16: Edit Container Level

 

 

Delete Container Level

Delete Container Level: (maintenance button) can be performed at any time except for a default value or a container definition that already exists for that level.

Also, all types without a container configuration associated can be deleted

1. To delete a container level, select the box to the left of the desired container level, and then select Delete.

2. A confirm screen displays.

3. Select Yes to confirm deletion or No to cancel.

 

Figure 17: Delete Container Level

 

Add Multi-Level Configuration Containers: Type>100

 

1. To create a new Container Configuration, select the Add button located above the container level list on the Container Configuration Maintenance main page.

2. The Container Configuration Maintenance window is displayed:

Figure 18: Container Configuration-Add Level

 

The following fields are displayed just for containers>100

• Container Level
• Level Description
• Part Number
• Project ID
• Active
• Capacity
• Label Program
• Disable printing when the container is not full (checking this option, the container configuration will print only when the container is full).

The following checkboxes are displayed as Multi-Level Container Rule:

1. Revision Controlled: If selected only one revision can be containerized together. Please correct and check the default value.

2. Shop Order Controlled: If selected only units from a single shop order can be containerized together – default No;

3. Shipping Level: If selected, defines that a specific container is the Shipping level of containerization – default No;

4. AutoClose: Yes / No – default No;

5. Multi-Part: Allow multiple part numbers in a container. It is possible to add elements from another part number, but it must have the same Project Id.

The user can define the Container Dimensions by entering the weight (kg), height (m), length (m), volume (m3) and width (m). Selecting the Dimension per Unit flag, it is possible to fill for each configuration container. If the dimension is in different measures, the data will be converted.

Two new fields are available under the Validation section: Close Container and Add Element.

These two Combobox were created to allow users to add validations different from the default ones. The values in these fields are all Operations available for a specific Site/Plant that are configured by Customization, according to their needs. The user only needs to select which operation will be assigned. The Operations should be assigned to one Tag, previously in order to be displayed on the option list

Note: The Container Level 99 not allows to configure a custom validation.

 

Print/Export All Filtered Container Configurations

1. To Print/Export all Filtered Container Configurations, select the Print icon located on the Multi-Level Container Configuration main page.

2. Select a program from the Open with drop-down list, then select OK.

 

'Figure 19: 'Print/Export All Filtered Container Configurations

Multi Level Print Export.png

 

A report is generated:

 

Figure 20: Container Configuration Report

Multi Level Configuration Report.png

 

3. The user can perform some actions (print, save, fit page…) selecting the buttons in the top of the report.

 

 

Document Revision History

Date	Author	Title	Version	Change Reference	Approved by
08/07/13	Elaine Fonaro	Technical Writer	v 1.0	This is the first revision of the Multi-Level Containerization Configuration Guide
02/28/14	Ashley Martin	Technical Writer	v 1.0	Accuracy and new images added
02/28/14	Elaine Fonaro	Technical Writer	v 1.0	Review and Formatting for Wiki
04/26/16	Elaine Fonaro	Technical Writer	v 1.0	Converted to 42Q
07/22/16	Molly Kitts	Technical Writer Intern	v 1.0	Converted to Google Doc
04/05/18	Elaine Fonaro	Technical Writer	v 1.0	Apply new Template for format
11/19/19	Elaine Fonaro	Technical Writer	v 1.0	Updated the new Validation Fields and updated the images that this feature affects. (4, 5, 7, 8, 9, 11, 16, 17 and 18	Cleber Rodrigues
05/11/20	Elaine Fonaro	Technical Writer	V1.0	Updated Algorithm Tool to Algorithm Maintenance according to new Portal labels.
05/11/20	Elaine Fonaro	Technical Writer	V1.0	Updated the Auto Export Closed Container option	Fernanda Castilho
06/24/20	Elaine Fonaro	Technical Writer	V.2.5.0	Updated the following items: - Container Configuration -> Export Container - Add the new Container Mask in the report for Level >100  - Multi-Level Container Configuration -> Print Container Config. Details - Missing Validations Information - Container Configuration -> Export Container - Change Lot Mask to Container Mask	Fernanda Castilho
07/23/20	Elaine Fonaro	Technical Writer		Updated occurrences of SFDC Configuration to Shop Floor Configuration