SOP-42Q-MES0011 Part Number Maintenance

42Q Home > Shop Floor Control > Configuration > Part Maintenance

SFDC Configuration Part Maintenance Version MES15 Portal 1.10 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 1.10 Application and all subsequent releases and modifications until otherwise indicated in new revisions.

SFDC Configuration Setup

42Q’s powerful data collection system collects critical information from a plant’s shop floor, utilizing shop floor data collector, an intuitive tool developed by 42Q’s experienced manufacturing team. The aggregate information is stored in a cloud database, and available to MESWeb, where quality reports are generated. The 42Q system uses manual and automated barcode scanning to collect data for a product line or plant. Thus, 42Q plays an important role in maintaining unit histories and directing product movement on the manufacturing floor. The current version of 42Q includes configuration capabilities, which provide access to all sub-modules pages and their functionalities (view, add, edit, print/generate output files).

SFDC Configuration

To access SFDC Configuration, navigate to Shop Floor Control > Configuration > SFDC Configuration.

The main SFDC Configuration and sub modules page is displayed:

Figure 1: MES Portal – SFDC Configuration Sub-modules

NOTE: A user only has access to the modules assigned to his/her profile.

Part Maintenance

The Part Maintenance module defines part numbers and descriptions for products found in the SFDC System. A part number refers to the product ID of a top assembly, a base, or any component or sub-component making up a unit. A unit is an individual serial number assigned through SFDC. Scanning a serial number allows the system to track the unit from creation of a printed Traveler and/or serial number, through manufacturing, to shipping.

The Part Maintenance module provides the capability to Add, Delete, View, and Update Part Numbers.

Part Numbers List

This functionality enables the user to list available part numbers in the database. The list results include the Part Number, Part Description, Part Type, and Part Family.

To access the part numbers list, select Part Maintenance from the SFDC Configuration Maintenance module.

The Part Number List window is displayed:

Figure 2: Part Number List

Filter Results

The user can filter the Part Number results by entering into the field Part Number, Part Status, Part Type, and/or Part Family.

Figure 3: Filter Results

1. Select Filter to view filter results

2. Select Clear to clear the fields and start a new search.

Export List

The user is able to execute the following actions: Add, Edit, Copy, Delete, Import, Obsolete Part Numbers, and Print/Export, Print/Export Filtered Part Numbers, Export Filtered Part Numbers and export the Part Number List as it is displayed in the page in several formats (.CSV, .HTML, .PDF, .XLS).

Figure 4: Export List

The user is able to custom the exported files by selecting Custom:

Figure 5: Export Configuration

1. Select the file type (.CSV, .HTML, .PDF, .XLS), the page orientation (portrait or landscape) and the fields to be displayed in the file to be exported by double clicking on the field or selecting the green arrows.

2. Select Export to save the file.

Add Part Numbers

This functionality enables the user to add part numbers to the database.

1. To add a Part Number, select Add Part Number from the Part Number List main page.

Figure 6: Add part number

The Part Number Form is displayed:

Figure 7: Part Number Form

Standard Tab - Add Part Numbers

1. Populate the Part Number field. Other mandatory fields in red are auto-populated by default but may be modified as necessary.

2. Populate remaining fields as required.

Common Part Number field descriptions:

PART: This section defines the part number

Figure 8: Part Number Form

Part Number: The unit part number. (50 Character limit)

As a general rule, the part number should match the Oracle part number.

Description: The default description for the part number (150 Character limit).

As a general rule, the part description should match the Oracle part description.

S/N Algorithm: Select the desired Serial Number Algorithm used during Release process. If the selected Algorithm is a Part Based Algorithm, the maintenance button is enabled for managing the appropriate fields.
Part Type: Defines the part type
- Base: Base Part (top level assembly) This is the default when creating a part number
- Base/FIO: Base Part with Factory Installed Option
- FIO: Factory Installed Option
- FIO Kit: Factory Installed Option Kit
- ICP
- Internal Make Assembly
- Kit
- Make Buy Base/FIO
- Product Family: Defines a part number for use as a "Part Family" to associate other part numbers to. The user must first create a Part Family before adding parts to it.
- Spare
- Sub-Assembly: Sub-Assembly part that is merged to Base part type.
- Undefined
Obsolete: Check-box to indicate obsolete part number.
Generate Skeleton: Selecting it the part will use a mask to generate a serial number.
Requires Inspection: By default it comes selected and it means thatthe part must be inspected.
Oracle Part Number: Check if the part comes from Oracle.
RoHS Category: It comes from Oracle. Ready only.
KV Controlled: It comes checked by default and means that the part will be managed by Kit Verify.
Serialized Item: if the Traceability Code (information from Oracle) starts with "S", this checkbox will be checked informing to Kit Verify that the part will have serial numbers.

BOM: This section defines Bill of Materials requirements of the part number.
Figure 9: BOM

Traveler Type:
Unit ID:
Quantity: The quantity of units to appear on the traveler, as well as the quantity per unit serial number

Label: This section defines additional part fields used for label printing.

Figure 10: LABEL Section

All field data can be retrieved in label printing process.

Manufacturing: This section defines manufacturing requirements of part number.

Figure 11: MANUFACTURING Section

Part Family: Select the desired Part Family. Only parts defined as a "Product Family" Part Type are available for selection.
Warrant Code:
Release Exit Function: This field has been created to allow that new operations can be performed after the release of the Orders Orders. Note that the options for this field will only be available for the plants that requested this customization. Since this field is a multi-selection field, the user can select more than one option.

Shipping: This section defines dimensions of shipment requirements used in Containerization.
Figure 12: SHIPPING Section

All field data used to define packing material dimensions, weight, skid and box quantities.

3. Click Save to create the Part Number, or click Cancel to cancel Part Number creation. To clear all filled fields, click on Reset.

4. The Part Number is created and available for tracking in the system.

Flex Field Form

The Flex Form Field tab helps to create new fields in an existing form. When the user adds a new field in this form, the field will be reflected in all forms of the Part Number Maintenance.

Figure 13: Flex Field Form

It is possible to add or delete fields by selecting Add/Delete buttons.

Flex Field Form - Add Field

Figure 14: Add Field

To add a new field, enter the attribute name and the respective value for it. The new attribute is considered a generic attribute but is not displayed at Generic Attribute module.

To edit the attribute, click over it. If the user edits the attribute name, it will be reflected in all parts that have this field. The value is not affected since the value is unique for each created field.

NOTE<u</u: If there is a generic attribute with the same name that the user is creating, an error message is displayed informing that it is not possible to create the attribute.

Flex Field Form – Delete Field

Figure 15: Delete Field

Figure 16: Delete Item From All Records

There are two options to delete the field:

1. The generic attribute will be removed from database: select Yes.

2. The generic attribute will be removed only from the page: select Yes and Keep Values.

Edit Part Number

This functionality enables the user to edit an existing Part Number. The Part Number field is unavailable for editing.

1. Select desired Part Number and select the Edit icon.

2. The Part Number Form is displayed:

Figure 17: Edit Part Number Form

3. Perform desired Part Number modifications. Reference section ''''2.1.2 Add Part Number for additional information on Part Number fields.

4. Select Save to confirm the update or Cancel to ignore updates.

5. The Part Number is updated.

Part Revision Maintenance.

This functionality enables Revision Control for the selected Part Number. When releasing a Shop Order or performing revision changes, the revision is limited to the values contained in this section. Using revision control will lessen the risk of tracking units using an improper revision.

1. To Add/Delete a Part Number Revision, select Revision Maint from the Part Number form.

2. The Part Revision Maintenance window is displayed:

Figure 18: Part Revision Maintenance

3. Check the Revision Controlled Part to enable revision control. (Operators and users are only capable of releasing and/or changing unit revisions to those listed here).

4. Select Add Revision to add a revision to the selected Part. Enter desired Revision (double click) and select Update. To add another Revision, follow the same process.

5. Select Save to confirm, or Cancel to ignore.

6. To remove a revision from Part, select desired Revision and click the Remove Revision.

7. A confirmation is displayed. Select Ok to remove.

8. Select Save to confirm.

Load BOM

This functionality is part of DPMO (Defect per Million of Opportunities). It involves three modules: Defect Code, Generic attribute and Part Number Maintenance. Generic attribute module should be configured with the following options:

Generic attribute required:

part_opportunities_reference_designator_column
part_opportunities_process_column
part_opportunities_joint_errors_column
part_bom_revision_column
part_bom_reference_designator_column
part_bom_quantity_column
part_bom_part_number_column
part_bom_description_column

Sample of CSV file to be loaded:

Figure 19: Sample of BOM file

To load the BOM file, select the file and then select Ok.

Figure 20: Load BOM

A message telling all BOM was uploaded successfully is displayed and Load Defect Opportunities button becomes available.

The following information is displayed:

BOM items information*:
Part Number
Quantity
Revision

This information will be displayed for each record in the spreadsheet.

See the rules below to ensure that the calculations are correct.

To ensure that the calculations are correct, the following rules must be validated:

1º rule:
- This rule checks the total of opportunities. After all the calculations, this rule is displayed.
- There will be 1 record for the Total number of opportunities, for a part number, which will have "Total" as the process name.
- The total number of component opportunities will be the count of the components (the sum of the quantity field in the BOM that was imported).
- The total number of placement opportunities will be the count of the components (the sum of the quantity field in the BOM that was imported).
- The total number of termination opportunities will be the sum of the termination counts (Column H, "JointErrors", in the above sample. The total number of assembly opportunities is 1.

2º rule:
- This rule is executed to check if there is a mechanical process or not. Mechanical processes are considered when missing process information, process filled as Mechanical, No Ref. Designator or quantity information than Qty. Ref Designator.
- Create a record to hold the data with the part key and process name populated.
- The number of component opportunities will be the count of reference designators that are added at that process.
- The number of placement opportunities will be the count of reference designators that are added at that process.
- The number of termination opportunities will be the sum of the termination opportunities for the reference designators at that process. The number of assembly opportunities is 0.
3º rule:
- This is to check if the mechanical calculation is correct. The number of component opportunities will be the number of total component opportunities minus the sum of the component opportunities in the other process records.
- The number of placement opportunities will be the total placement opportunities minus the sum of the placement opportunities in the other process records.
- The number of termination opportunities will be the number of total component opportunities minus the sum of the component opportunities in the other process records. The number of assembly opportunities will be 1.

Load Defect Opportunities

This functionality is part of DPMO (Defect per Million of Opportunities). The Load Defect Opportunities button will be available after import a BOM file.

Generic attribute should be configured to the following options:

part_opportunities_reference_designator_column
part_opportunities_process_column
part_opportunities_joint_errors_column
part_bom_revision_column
part_bom_reference_designator_column
part_bom_quantity_column
part_bom_part_number_column
part_bom_description_column

Figure 21: Load Defect Opportunities

Sample of CSV file to be loaded:

Figure 22: Sample of CSV file

The file is loaded and a success message is displayed informing all Defect Opportunities were loaded.

The following information is displayed:

BOM items information*:

Part Number

Quantity

Revision

Defect Opportunities information*:

Process Name

Ref Des

Terminal

These information will be displayed for each record filled in the spreadsheet.

Delete Part Number

This functionality enables the user to delete an existing part number.

NOTE: It is not possible to delete an existing Part Number if activity records have been recorded for it.

1. Select the Part Number record to be deleted and select Delete. A confirmation message is displayed.

Figure 23: Delete Part Number

2. Select Yes to confirm or No to cancel deletion operation.

3. The Part Number is deleted from the database, provided no activity records had been recorded for it.

Print/Export Part Number

This functionality enables the user to print/export an existing part number. The report results include the Part Number, Description, Part Type, Print Sequence, Part Family, Product Number, Product Internal, Model Number, Model Description, Product Option, Graphic, Length, Width, Height, Weight, and the External Part Number.

1. Select the desired Part Number and click the Print/Export button. A report is generated and the user is able to save the file or print it:

Figure 24: Part Report

Copy Part Number

This functionality enables the user to copy existing Part Number information to a new Part Number.

1. To copy an existing Part Number, select the desired Part Number; then select Copy. The Copy Part page is displayed:

Figure 25: Copy Part dialog

2. Enter the new part number.

3. Select the desired checkboxes to choose other assignments to copy to the new part number.

Algorithm Assignment
Assembly Assignment
Flex Field Assignment
Route Assignment
Attribute Assignment

4. Select Ok to confirm, or Close to cancel copy.

5. The new Part Number is created and added to the part table.

Obsolete Part Number

This functionality enables the user to set a Part Number as obsolete.

To set a part number as obsolete the shop orders must be at status C (Completed) or X (Canceled).

NOTE: There are situations that the part number cannot be set to obsolete:

It is not possible to set a Part Number as obsolete when assigned to a pending Shop Order (SO status different than "R" (Released) or "N" (Unreleased). If an attempt is made, an error message is displayed: "The Part Number cannot be set as "Obsolete". There is at least one pending Shop Order assigned to it." If a Shop Order is at R status, it means that there are opened or WIP serials.
It is not possible to set a Part Number as obsolete when assigned to a test configuration. If an attempt is made, an error message is displayed: "The Part Number cannot be set as "Obsolete". There is at least one Test Configuration using it on Kit Verify."
It is not possible to set a Part Number as obsolete when it is assigned to a Container Opened (Unit Status = 34)
It is not possible to set a Part Number as obsolete when it is assigned to a Serial Number in WIP (Unit Status < 30)

1. To set a Part Number as obsolete, select the desired part number from the Active list and then select Obsolete Part Numbers.

Figure 26: Obsolete Part Numbers

2. The Part Number is set as obsolete.

See bellow the available status for shop orders:

Shop Order Status:

"N" => Unreleased or Not Released
"R" => Released
"X" => Cancelled
"C" => Completed

Import Part Numbers

This functionality allows the user to import some parts at the same time.

1. Select Import to choose the file to be imported.

Figure 27: Import Part Numbers

2. Select Get Template to acquire the CSV file. Enter the data and save it locally. Select the saved file and then select Ok. A Success message is displayed.

Export Filtered Part Numbers (full)

This functionality generates a CSV output file for all Part Number fields. No report is generated for this option.

1. To print/export filtered part numbers (Full), perform the filter and select Print/Export Filtered Part Numbers.

Figure 28: Export Filtered Part Numbers (Full)

A report is generated and the user is able to save the file or print it.

Figure 29: Export Filtered Part Numbers (Full) results

Export Filtered Part Numbers

This functionality generates an output file with the current filtered part numbers. The report results include the Part Number, Quantity, Description, Status, Part Type, and Print Sequence.

1. To export filtered part numbers, select Export Filtered Part Numbers.

Figure 30: Export Part Numbers

2. A report is generated and the user is able to save the file or print it.

Figure 31: Export Filtered Part Numbers

Appendix

Glossary

Access Control

A module that will set the permissions for users and external customers of 42Q

Administrator

The System Administrator has full access - all plants, all reports, all users.

Component

A component is a specific piece of data that appears on a label, for example: bar code, part numbers, graphic images, line or text. Hence, label components are broken down into several different types: text, graphic images, MES database values, or a combination of text and database values.

Framework

In software development, a framework is a defined support structure in which another software project can be organized and developed. A framework may include support programs, code libraries, a scripting language, or other software to help develop and glue together the different components of a software project.

SFDC Configuration

The rules used to define how SFDC collects data, provides analysis, controls processing and maintains unit histories.

Site Minder

Universal login of 42Q

Username

The username is the siteminder username (or a partial string).

Document Revision History

Date	Author	Title	Version	Change Reference	Approved by
20/08/2013	Elaine Fonaro	Technical Writer	v 1.0	This is the first revision of MES Part Maint User's Guide
10/02/2014	Ashley Martin	Technical Writer	v 1.0	Grammar and images review
12/02/2014	Elaine Fonaro	Technical Writer	v 1.0	Formatting
08/12/2015	Kala Burson	Technical Writer	v 1.0	Document formatting.
26/01/2016	Elaine Fonaro	Technical Writer	v 1.10	Added new Functionalities: Flex Field Form; Export List; New images added; New Fields added in Add/Edit Part Form; New Tab Standard was added; Formatting;
04/03/2016	Elaine Fonaro	Technical Writer	v 1.10	Updated Oracle Occurrences to ERP
10/07/16	Benjamin Cavanaugh	Technical Writer	v 1.10	Converted for 42Q
8/02/17	Lucas Hopkings	Technical Writer	v 1.10	Edited images for 42Q.
04/03/17	Martha Jordan	Technical Writer	v 1.0	Rewrite SFDC introductory paragraph according to current 42Q functionality	Bob Moss
04/12/18	Elaine Fonaro	Technical Writer	v 1.0	Applied new Template for format.
06/19/19	Elaine Fonaro	Technical Writer	v 1.0	Added new Functionality: Release Exit Function for Add Part Number and Copy Part Number.	Fernanda Castilho
10/02/19	Elaine Fonaro	Technical Writer	v 1.0	Added more details for ERP shop orders status during set a Part Number to Obsolete	Stephanie Borgers