SOP-5-I-MES0008-C Mfg Hold Maintenance
42Q Home > Shop Floor Control > Configuration > MFG Hold Maintenance
This edition applies to MES 15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.
Contents
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).
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.
MFG Hold Maintenance
MFG Hold enables the user to place units on hold within SFDC, preventing the normal movement dictated by the SFDC routing. SFDC checks the database table once a minute to see if any hold status changes have occurred. If so, the SFDC PC processes the place/release hold request.
The user can add a comment or a description for the; MFG Hold if desired. These fields are available too in SFDC version 6.0 and higher. A comment entered into the comment field, will result in a comment being automatically added to the unit history of any scanned serial number affected by the manufacturing hold. If the comment field is left blank, then a comment will not be recorded in the unit history of any scanned serial number affected by the hold.
It is possible to add a comment, a description or both for the MFG Hold if desired. Comments are used to provide users with information about the hold through a Sirens’ email which can be configured at Notification and Escalation; while description can only be consulted within the hold itself at MFG Hold Edit Screen (reference image pending).
If MFG Hold entry has Description = "SPC Hold", theEdit and Release buttons will be disabled.
NOTE: Neither Comment or description creates a record at Unit history.
List Manufacturing Holds
1. To list Manufacturing Holds, select MFG Hold Maintenance from the SFDC Configuration page.
Manufacturing Hold list (Filter Settings) is displayed:
Figure 2: MFG Hold Main Page
Filter Results
1. Perform desired filtering by populating the fields Part Number,Shop Order, Serial Number, Release Status, Hold Type, Shop Floor ID, or a combination of these fields.
- Select Filter to view filter results.
- Select Clear to clear the fields and start a new search.
Figure 3: Filter MFG Holds
Placing on Hold
This functionality enables a user to create active Manufacturing Holds. Manufacturing Holds can be placed using any combination of:
- Part Number (non-ERP)
- Shop Order (non-ERP)
- Serial Number (non-ERP)
- User Defined
- Location
- Process
NOTE: Based on the original ERP/MES interface design, holds for ERP Part Numbers, Shop Order Numbers and/or Serial Numbers need to be controlled by the ERP. The ERP hold will send a transaction to SFDC, and SFDC will put the Shop Order on hold until the ERP Discrete Job is changed back to a status of released.
1. To place a hold, select Place on Hold located on the MFG Hold main screen.
Figure 4: MFG Hold - Place on Hold
The Place on Hold screen is displayed:
Figure 5: Place on Hold
2. Create the desired Rules using the Options drop-down menu. At least one rule is required for creating a Manufacturing Hold.
3. Select a category from the Options drop-down list, then enter the required information in the following field.
4. After Part Number, Shop Order, Serial Number, User Defined, Location, or Process have been selected and the required information has been entered, select Add Rule.
NOTE: Refer to figures 6 and 7 as examples of how to place a hold; however, depending on the category selected, the required information will change.
Figure 6: Place on Hold Options
Figure 7: Place on Hold - Rules
The created hold is displayed as a rule in the Rules section.
5. To remove it, select Remove Rule.
6. To place the configuration on hold, select OK located at the bottom right of the screen. The following prompt will appear.
Figure 8: Confirm
7. Select Yes to confirm or No to cancel.
Selecting Part Number:
If the Manufacturing Hold is Part Number based, select Part Number from the Options drop-down menu. The user can use the filter option to search part numbers in the part number table. As valid filter criteria are entered, the Results field is updated.
1. To select a Part Number, double click on it.
2. Select Add Rule to confirm the rule addition.
Selecting Shop Order Number:
If the Manufacturing Hold is Shop Order based, select Shop Order from Options drop-down menu.
1. Either key in the shop order value, or select the Browse button to display the Shop Order Browser screen. The user can use the filter option to search shop orders. As valid filter criteria are entered, the Results field is updated.
2. To select a Shop Order, double click on it.
3. Select Add Rule to confirm the rule addition.
NOTE: If creating a hold using Shop Order, as a Rule, the user does not need to create the Part Number based Rule, unless the shop order contains multiple part numbers (in the event serial numbers change part number midway through the route).
Selecting User Defined field:
1. If the Manufacturing Hold is User Defined based, select User Defined from Options drop-down menu.
2. Key-in the valid User Defined data (up to 20 characters) to identify the desired units.
3. The user can use the filter option to search shop orders. As valid filter criteria are entered, the Results field is updated.
4. Select Add Rule to confirm the rule addition.
Selecting Serial Number field:
1. If the Manufacturing Hold is Serial Number based, select Serial Number from Options drop-down menu.
2. Key-in the serial number value.
3. Select Add Rule to confirm the rule addition.
NOTE: Only one hold for a serial number is allowed. If there is an attempt to add another hold for a serial number that already has a hold defined, a message is displayed stating that a record already exists for the serial number
Selecting Location field:
1. If the Manufacturing Hold is Location-based, select Location from the Options drop-down menu.
2. Either key in the Location name, to display the Location Browser screen. The user can use the filter option to search by Line and/or Location. As valid filter criteria are entered, the Results field is updated.
3. To select a Location, double click on it, or highlight it and select Ok.
4. Select Add Rule to confirm the rule addition.
NOTE: If the Location and Process Options are left blank or not selected, as a Rule, SFDC puts the unit(s) on hold regardless of current Location or Process. If the location is provided, SFDC will not allow units that match the other Rule criteria to be scanned at this location. If the Process is provided, SFDC will not allow units which match the other Rule criteria to be scanned at this Process (including any/all locations assigned to this process name).
NOTE: It is not allowed to put only a location on hold. The user must select a part number, shop order, serial number or user defined to place the configuration on hold.
Keep in mind that if a hold is placed by Location, only units at that specific Location are affected by the hold. If hold is desired for many Locations with the same process name, it is preferred that the Process Option be used instead.
Selecting Process:
1. If the Manufacturing Hold is Process-based, select Process from Options drop-down menu.
2. Key in the Process name to display the Location Browser screen. The user can use the filter option to search the Process name. As valid filter criteria are entered, the Results field is updated.
3. To select a Process, double click on it, or highlight it and select Ok.
4. Select Add Rule to confirm the rule addition.
NOTE: If the Process and Location Options are left blank or not selected, as a Rule, SFDC puts the unit(s) on hold regardless of current Process or Location. If the location is provided, SFDC will not allow units that match the other Rule criteria to be scanned at this location. If the Process is provided, SFDC will not allow units that match the other Rule criteria to be scanned at this Process (including any/all locations assigned to this process name).
After putting a configuration or a Unit on Hold, an e-mail will be sent to the user if the following configurations are set:
On Administration ->Generic Attribute Maintenance:
Table = project
Attribute Name = mfg_hold_notification_rule_id
Value = {Rule ID}
Figure 9: Generic Attribute Configuration
MFG Hold email template needs to be configured and active on Administration ->Notification & Escalation ->Rule:
Figure 10: Notification and Escalation: Email Configuration
The following values will be replaced with:
{&Detail} = Configurations put on Hold
{&Comments} = Comments
{&User} = User that put on hold
Place Many on Hold
To place many part numbers, shop orders, serial numbers, user-defined, locations or process on hold, select Place Many on Hold from the Manufacturing Hold main screen.
Figure 11: Place Many on Hold
Place Many on Hold pop up window provides an option to either scan in the computer files to select one with CSV format, or get the template to put the mapping information of the items that would be put on hold.
The .CSV file has to have the following format: part_number, serial_number, shop_order, process, location, user_defined.
Figure 12: .CSV File Template
Each row of the file might contain the mapping information of individual MFG Hold records
Figure 13: MFG Hold File example
If the user requires to establish a parent-children set of MFG Holds, all the children must be entered in the same row of the parent, separated by a comma.
Figure 14: MFG Hold parent-child by Part Number example
To create multiple holds from a single parent hold, include the following:
- A change to the structure of MFG Holds to create a parent or master hold.
- Display parent/child relationships.
- Individual holds (multiple serials, part numbers, SOs, etc.) would be listed under the parent hold.
- Individual holds would have the same rules as the parent hold, with the exception of the unique rule (serial number, part number, etc.)
- Individual holds that could be deleted or parent hold could be deleted, deleting all individual holds listed underneath.
- Allow or support comma-separated file for serials, part numbers, and shop orders, etc. when multiple holds are required. Importing a comma-separated file will create the parent and child hold relationship.
Business rule: Only a single rule in an MFG hold can have multiple entries (i.e.: serial number, part number, etc.) Multiple entries cannot be entered for multiple rules (i.e.: multiple locations, and multiple serial numbers, etc.)
Each row is an MFG Hold record. Only one option may have multiple comma-separated entries. This will create a parent and children set of MFG Holds.
Example: "TESTPN1, TESTPN2, TESTPN3, TESTPN4", "", "", "", "PACK", ""
Will create a location hold for part numbers TESTPN1-TESTPN4 at the location PACK
After the user imports the CSV file, it can be viewed as a result in the Manufacturing Hold screen.
Figure 15: Manufacturing Hold
NOTE: For more than one kind of rule configured the list displays "***" instead of the rule.
Editing a Hold
This functionality enables the user to edit just the Hold Description.
1. Select an existing hold, and then select Edit.
Figure 16: Edit Hold
2. From the Manufacturing Edit screen, place a check in the box to the left of the hold to edit under the Holds Menu.
3. Edit the Description and select OK.
Figure 17: Holds Menu
3. Edit the Description and select OK.
Figure 18: Delete Hold
Releasing a Hold
This functionality enables the user to release an existing Manufacturing Hold.
1. To Release (remove) a Manufacturing Hold, select the desired hold, then select Release a Hold.
Figure 19: Release a Hold
A confirmation message is displayed:
2. Select Yes to confirm (or No to cancel the operation).
3. The record is removed from the Active Manufacturing Holds list.
Print/Export Filtered MFG Holds
This functionality enables the user to print/export filtered MFG Holds.
1. To print/export filtered mfg holds, click the Print Filtered MFG Holds.
Figure 20: Print/Export Filtered MFG Hold
A report is generated and the user is able to save the file or print it.
Appendix A
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 site minder username (or a partial string)
Document Revision History
| Date | Author | Title | Version | Change Reference | Approved by |
|---|---|---|---|---|---|
| 08/16/13 | Elaine Fonaro | Technical Writer | v 1.0 | This is the first revision of MES Mfg Hold User's Guide | |
| 02/10/14 | Ashley Martin | Technical Writer | v 1.0 | Grammar and images review | |
| 02/12/14 | Elaine Fonaro | Technical Writer | v 1.0 | Formatting | |
| 12/07/15 | Kala Burson | Technical Writer | v 1.0 | Surface-level edits (TOC links, including Figures, basic formatting, small grammatical edits). | |
| 04/04/16 | Elaine Fonaro | Technical Writer | v 1.0 | Updated Oracle Occurrences to ERP. | |
| 04/26/16 | Elaine Fonaro | Technical Writer | v 1.0 | Converted for 42-Q | |
| 07/20/16 | Molly Kits | Technical Writer | v 1.0 | Converted to Google Docs | |
| 09/20/16 | Benjamin Cavanaugh | Technical Writer | v 1.0 |
Minor editing |
|
| 04/03/17 | Martha Jordan | Technical Writer | v 1.0 | Rewrite SFDC introductory paragraph according to current 42Q functionality | |
| 04/11/18 | Elaine Fonaro | Technical Writer | v 1.0 |
Applied new Template for the format. |
|
| 06/04/18 | Jeremy Plunkett | Technical Writer | v 1.0 | Minor edits | |
| 23/04/19 | Mildred Rodrigues | Technical Writer | v 1.0 | Minor edits | |
| 24/04/19 | Mildred Rodrigues | Technical Writer | v 1.0 | Screenshots update along with information adding. | |
| 10/14/19 | Elaine Fonaro | Technical Writer | v 1.0 | Added Notification functionality: After putting a configuration or a Unit on Hold, an email will be sent to the user according to Gen. Attribute configuration; Updated Images; |
Stephanie Borges |
| 10/21/19 | Elaine Fonaro | Technical Writer | Images Updates, Revision History updated; |
