KingdeeK/3V14.2SchedulingUserManualStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutthepriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.November,2015PrefaceThankyouforusingtheUserManualforKingdeeK/3V14.2Scheduling.Themanualisorganizedinthefollowingsections,helpingyoutoeffectivelyusetheMRP: ModuleOverview OperationInstructions DetailedProcedures FunctionsandFeatures ModuleSettingsThePrefaceprovidesyouwiththewaytoobtainotherhelpfulinformationaswellastheconventions.TargetReadersThismanualisintendedforuserswhohavesolidworkexperienceandexpertiseintherelatedareaandknowthebasicsoftheKingdeeK/3system.Beforefirsttimeuse,itisrecommendedthatyouattendoneormoreourtrainingprograms.Formoreinformationaboutthetraining,pleasecontactourlocalKingdeeoffice.Tolearnmoredetailsaboutthesystem,suchasuserinterfaces,pleasefamiliarizeyourselfwiththeKingdeeK/3systemandtheMSSQLSERVER,andreadthetechnicaldocumentationthatcomeswiththeKingdeeK/3system.SourcesofRelevantInformationYoumayacquaintyourselfwithoursystemandgetserviceandhelpthroughthefollowingchannels.1OnlineTokeepyouuptodatewithourlatestKingdeeK/3products,applicationsandsolutions,pleasevisitourwebsiteathttp://www.kingdee.com/.2Pre-saleConsultingTomeetenterprises’developmentandmanagementneeds,weprovidemanagementconsultationandsolutions,helpingenterprisestomakequickandrightdecisions.3ProductTrainingTostayattheforefrontoftechnologicalandmanagementinnovations,Kingdeeiscommittedtoprovidingcustomerswithholisticindustrialsolutions.Inadditiontoitswiderangeofqualityproducts,Kingdeealsoofferscomprehensivetraining,helpinguserstoquicklydeploytheirsoftwareapplications.4ConsultingBasedontheextensiveexperienceofmorethan10,000customersaswellasadvancedmanagementideasandmanagementsoftwareapplicationsworldwide,KingdeehasdevelopedGoldenFingerImplementationMethodology,asoftwareapplicationmethodologythatsuitsChina’sactualsituation.KingdeehasnohesitationinhelpingyouachievemoresuccessbyleveragingitssolidexperienceandexpertiseinenterprisemanagementandITtechnology.5FieldSupportOurqualifiedprofessionalsarealwaysreadytodiscusswithyoufacetofaceaboutanyissuesandconductfieldresearchandanalysistoworkoutarightsolutionimmediately.6CRMServiceByutilizingtheKingdeeEAS-CRM,apowerfulcustomerrelationshipmanagementsystem,Kingdeehasestablishedacomprehensivecustomerinformationmanagementlibrary,enablingKingdeetosolvecustomers’problemsimmediately,tomaintainanexhaustivecustomerrecordandtoprovidecustomerswithlong-term,sustainable,efficientservices.7CSPServiceKingdeereliesonitsyearsofexperienceandstate-of-the-artmanagementpracticestoprovideintegratedCSPservicethatbestsuitscustomers’need.Astheindustry’smostholisticservice,theCSPisdistinguishedbyafullrangeoffeaturesthatbuildonKingdee’scutting-edgetechnologyandprofessionalserviceteam.8CallCenterThroughcustomercallcenter,weprovideyouwithattentiveserviceandrespondtoyourquestionsandconcernsquickly.9PersonalizedServiceInresponsetocustomers’needforpersonalizedservice,weprovidecustomizedserviceandutilizealltheresourcesavailabletoofferyoufull-featuredapplicationstogetherwithourpartners.10ConvenientServiceAsaproviderofbothsolutionsandproducts,weofferyoueasyaccesstoourservices,removingyourworryofchoosingfromawideselectionofsolutionswhileatthesametimeensuringthecompatibilityandintegrityofourproductsandsolutions.11PartnershipWearelookingtoforgestrategicpartnershipwithotherITindustryleadersinordertoprovideyouwithanextensivearrayofservices,includingenterprisemanagementconsulting,systemsintegration,trainingandmore.InadditiontoKingdee’sbroadserviceportfolio,youalsogainaccesstoservicesofferedbyKingdee’spartners.12UpgradeOurupgradeserviceenablesyoutomitigateinflationrisks,toprotectyourvalue-addedinvestmentovertime,andtocost-effectivelyupgradeyoursystem.ProductDesignBasedonthebasemanagementphilosophy,KingdeeK/3incorporatesrobustmanagementcapabilities,includingbusinessflowplanning,organization,andcoordinationacrosstheproduct(service)valuechainaswellaseffectivebusinessandmanagementprocedures.Intermsofstrategicmanagement,thesystemfocusesonenterprises’masterdata,basicbusinessflows,internalcontrol,knowledgemanagement,employee’sconduct.Additionally,itprovidestheabilitytosupplyalltheinformationrequiredfordecision-makingthroughoutstrategicmanagementproceduresbyutilizingawidevarietyoftoolsandmethodsandtomonitortheproblemsarisingoutofstrategyimplementationinrealtime,thushelpingenterprisestosharpentheircompetitiveedge.Acornerstoneoftheenterprise'scontinuousmanagementpractice,basemanagementdetermineswhethertheenterprise’sstrategicobjectivescanberealizedandwhethertheenterprise’sdevelopmentisreallysustainable.Thismanagementpracticefeaturesprocessmanagement,becauseitprovidesfirst-handdocumentsthatcantrulyreflectbusinessproceduresandhelpsmakebusinessandstrategicdecisionsthroughrationalknowledge.AboutKingdeeKingdeeInternationalSoftwareGroupCompanyLimitedisaleadingproviderofbusinesssoftwareande-businessapplicationsolutionintheAsia-Pacificregion,andoneofthefast-growingISVinglobalsoftwaremarket,andaleadingcompanyofChinesesoftwareindustry.ThesoftwareproductdevelopedandsoldbyKingdeeincludesthebusinessmanagementsoftwarethatmeetsthedemandofbusinessmanagementofthefast-growingnewmarket,thee-businessapplicationsoftwarethatoffersserviceviaInternet,aswellasthemiddlewaresoftwareusedbyenterprisestoestablishe-businessplatform.Besides,Kingdeealsoprovidescustomersworldwidewithsoftware-relatedmanagementconsulting,implementationandtechnicalservice.Kingdee’sunique“fastconfiguration,fastimplementation,fastapplication,fasteffect”globalizedproductandservicepositioningcanhelpcustomersmeetthechallengeoftheuncertaincommercialenvironmentcalmly,realizetheperfectcombinationofbusinessflowandITtechnology,carryouteffectivemanagementinnovationandensurefast,sustainableandhealthygrowthoftheorganization.KingdeeInternationalSoftwareGroupCompanyLimitedisthecreatorofChina’sfirstaccountingsoftwarebasedonWINDOWS,firstpureJAVAmiddlewaresoftware,andfirstthree-tierERPsystembasedonInternetplatform.KingdeeK/3isthebusinesssoftwarewiththehighestoccupationratiointheERPmarketamongChinesesmallandmedium-sizedenterprises.InOctober2004,Kingdeeformallyreleasedthenewgenerationproduct-KingdeeEAS4.0(KingdeeEnterpriseApplicationSuite).KingdeeEASbasesitselfuponKingdeeBOS-thecommercialoperationsystemindependentlyresearchedanddevelopedbyKingdee.Ittargetsatlargeandsmall-sizedenterprises,adoptsthenewestERPIImanagementideaandintegrateddesign.Itiscomposedofover50applicationmodulesandcoversenterprise’sinternalresourcemanagement,supplychainmanagement,customerrelationshipmanagement,knowledgemanagement,commercialintelligence,etc.andrealizesthebusinesscoordinationamongenterprisesandtheapplicationintegrationofe-business.CompilationAgreement AgreementofGeneralFormatFormatDescriptionArialCharacterTextItalicInputMessagePromptMessage AgreementofGraphicalInterfaceFormatFormatDescriptionBoldWindowname.Generalmenuitemordendritestructuremenuitem.Buttoninthewindow.Optionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure. AgreementofKeyboardOperationFormatDescriptionKey1Keynameonthekeyboard.Key1+Key2Presstwokeyssimultaneously. AgreementofMouseActionFormatDescriptionClickPressleftmouseandclickanobject.Double-clickContinuallypressleftmousetwiceandopenanobject.Right-clickSelectanobjectandpressleftmouse.Drag-dropNon-stoppressleftmouseandmovemousetodesignatedpositionthenreleasesthemouse. SpecialSignsFormatDescriptionTipRemindsusersofpossibleseriousconsequenceandcalluser’sattentiontouseitdiscreetly.NoteProvidessomeimportantdescriptions.ExampleGivesanexamplesothatuserscanunderstanditveryclearly.PreconditionReferstotheoperationthatmustbecompletedbeforeacertainoperation.DefinitionDefinesfinancialorcomputertermsthatappear.DescriptionofSymbolsofFlowChartThismanualusesEPC(Event-driven-ProcessChain)todepictthemainbusinessflow.EPCreferstoEvent-driven-ProcessChain.Throughconnectingtoeventandtask,userscansetupthemoduleofcomplicatedbusinessflowandmakeananalysis.EPCmethodnotonlyusesintelligiblesymbolsandlanguagetohelpusersandconsultantsdescribebusinessinformationsystem,butalsointegratesorganizationalstructure,function,dataandinformationflow.EPCmodulecandemonstratehowtheinterruptionoftaskchainandliabilitychainaffectsacompany’sabilitytooptimizeitsbusinessflow.Bymatchingtheorganizationwitheachtask,userscanseewhichdepartmentorpostisinvolvedwiththeflowveryconveniently.ConcerningthedescriptionofthesymbolsmentionedinEPCchart,seethetablebelow:NameIconDefinitionExampleEventItdescribesthehappeningofthestateofaffairs,andoppositelyactsasatrigger.ReceivingoriginalvoucherFunctionsItdescribestheconversionfrominitialstatetofinalstate.NewVoucherOrganizationUnitItdescribestheenterprise’sstructureroughly.AccountantoffinancialdepartmentInformation,Material,ResourceObjectItdescribestheobjectinrealworld(forexample,businessobject,andmaterialobject).AccountRouteItdisplaystheprecedencerelationshipofconnectionofdifferentflows(navigationassistance).VoucherhandlingprocedureLogicOperationalCharacterXORVVItdescribesthelogicrelationshipbetweeneventandfunctionorflow.“XOR”:Onehastomakeexclusivechoicefrommultipleflows.“V”:Itstandsfor“or”relation.“Λ”:Itstandsfor“and”relation.ControlFlowItdescribestheprecedenceandlogicdependencyrelationsh pbetweeneventandfunctionorflow.InformationFlow,MaterialsCirculationItdefineswhetherafunctioncanberead,alteredorwrittenin.AllocationofResource,OrganizationUnitItdescribeswhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.ThismanualisdeliveredtogetherwithafeedbackformYouarehighlyappreciatedtoindicateyouropinionsandsuggestionsonourproductorusermanualandsendtheformtoourlocalKingdeeofficeorfaxittoourK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtoyoursuggestionsandopinions.-9-ContentsChapter1SystemOverview.121.1AboutThisSystem.121.1.1ElaborateDefinitionoftheResourceCalendar.121.1.2CentralizedDisplayofResource-RelatedInformation..131.1.3QuickBuildingandMaintenanceofVisualizedRoutingModels..141.1.4SchedulingCalculationMethodsinDifferentGranularities.141.1.5Multi-DimensionalDisplayofSchedulingResults.141.1.6DeliveryPromiseAnalysisinDifferentDimensions.141.1.7QuickExecutionReportQueryandAnalysis..151.2InterfaceswithOtherModules.151.1.8InterfacewithSystemSettings-MasterData.151.1.9InterfacewiththePDMModule.151.1.10InterfacewiththeSalesModule..151.1.11InterfacewiththePurchaseModule..161.1.12InterfacewiththeSubcontractManagementModule..161.1.13InterfacewiththeMRPModule.17Chapter2BusinessModel.182.1BusinessType.182.1.1BusinessSchedulingbyMainPlan.18Chapter3SystemApplicationBasis..223.1SystemInitialization..223.1.1SettingMasterData..233.1.2SettingandCheckingtheBOM..233.1.3EstablishCalendarScheme.233.1.4SetandCheckResourceModel.233.1.5SetandCheckRoutingModel..233.1.6CheckingTransactionProcesses.243.1.7SummaryofPremisesforSchedulingSystemApplication..343.2SystemSettings..353.2.1MaterialMasterData..353.2.2WarehouseProperties..373.2.3OtherMasterData..37-10-3.3PermissionManagement..38Chapter4MasterData.394.1CalendarScheme.394.1.1WorkDayType-New..394.1.2WorkDayType-Edit.414.1.3WorkDayType-Delete.414.2ResourceModel..424.2.1MaintainResourceOrg.424.2.2MaintainResourceCluster.504.2.3ResourceDetails..524.3RoutingModel.544.3.1ProductListGroup.554.3.2ImportRoutingModel.554.3.3MaintainRoutingModel..564.4SystemSettings..634.4.1RequirementsCalculationParameters.644.4.2SchedulingParameters..67Chapter5MPS.685.1MPSPlatform..685.1.1ProductTaskList..685.1.2GanttChartofProductTask.775.2ReportAnalysis.855.2.1GanttChartofProductTask.855.2.2GanttChartofResourceLoad..855.2.3KeyMaterialRequirementReport..855.3PlannedOrder.875.3.1Itemdescription..875.3.2MRPPlannedOrderOperations.90Chapter6OperationSchedule.916.1AboutOperationSchedulingPlatform.916.2PartTaskList.916.3TaskGanttChart.936.4ResourceGanttChart.946.4.1QuickQuery.946.4.2ResourceListandDate..956.4.3OperationBlocks..95-11-6.4.4AdjustmentofResourceGanttChart..96Chapter7PromisedDeliveryDate.997.1Itemdescription.997.2ImportingDemandDoc.1007.3CalculatingAddedPromise.1017.4CalculatingInsertedDocPromise..1017.5DeliveryDateInfluenceReport..101Chapter8ExecutionReport.1038.1ExecutionReport.1038.2BackfillingWorkshopOperationReport..104AppendixAGlossary.106AppendixBRefernce..109AppendixCFeedbackForm.111-12-Chapter1SystemOverviewTheschedulingsystemisthecoreoftheERPmanagementsoftware,abasisrequiredforERPsystemdevelopment.Withtheschedulingsystem,youcanchangemarketdemandstointernalexecutabledailyproductionplanandworkshopoperationplan,andgeneratearelatedmaterialpurchasingplanbasedontheseplans/Thewayofmanagementoftheschedulingsystemcansolvetheproblemof-productionplanwithlimitedresourcecapabilities-.ComparedtomanualmanagementorMPS/MRP,theschedulingsystemcangreatlyimprovetheperformabilityofaplan,effectivelyreducethematerialinventory,shortentheproductioncycle,improveorderdeliveryrate,andcutdownontheplannerworkload.Itcoversallcommonfunctionssuchasplanadjustment,documentinsertion,anddeliverydatepromise.1.1AboutThisSystemToday,infiercemarketcompetitions,itisakeypointforthedevelopmentofmodernenterprisesthatthediscretemanufacturingindustryhasanproductionmodeladaptingtothoseorderdemandswithanumberofvarieties,smallbatches,diversifiedrouting,deliverypressure,lowerinventorycosts,andshortdeliverytime.KingdeeK/3SchedulingSystemprovidesyouwiththeschedulingfunctionsbasedonlimitedresourcecapabilities,andprovidesvisibleresourcemodels.Youcanflexiblysetvisualizedroutingmodelswithparalleledoperations.Onthisbasis,youcanscheduledailyproductionplansandworkshopoperationplanswithconsideringtheconstraintsoflimitedresourcecapabilitiesandorderpriorities.Itprovidesflexiblefunctionsincludingplanadjustment,inserteddocumentcalculation,andcycleRe-schedulingafterexecutionreports.KingdeeK/3SchedulingSystemhasthefollowingfeatures:1.1.1ElaborateDefinitionoftheResourceCalendarKingdeeK/3SchedulingSystemallowsyoutosetthecalendarbyresource.Youcandefinespecificworkingperiodsfordifferenttypesofresources.Onthebasisofexistingworkingperiods,youcansetdifferentworkingdaytypesandcreatecalendarsfordifferentresources.KingdeeK/3SchedulingSystemalsoprovidesyouwiththefunctionofeditingyourcalendarbydayorbyweek.Duringplanadjustment,youcanedittheresourcecalendarbydaysoastochangethefunctionsofresourcecapabilities.-13-1.1.2CentralizedDisplayofResource-RelatedInformationKingdeeK/3SchedulingSystemprovidesmaintenancefunctionsforresourcemodels.Itshowsallresource-relatedinformationononeinterfacetohelpyouquerydata.Onthemaintenanceinterface,thesystemprovidesthefollowingtabs:ResourceOrg.:Bydefault,itautomaticallysynchronizesadepartmentthatisenabledwiththe-Workshop-departmentattributetotheresourceorganizationlist.Inthelist,youcanadddifferenttypesofresourcesandmaintaintheresourcepropertiesfromtherightresourcepropertieslist.ResourceCluster:Onthistab,youcanmanuallyadddifferenttypesofresourceclusters.AfteryoumaintaintheResourceClusterfieldinresourceproperties,thesystemautomaticallyaddtheresourcesthatbelongtothisresourceclustertotheresourceclusterlist.MasterData:Masterdatashowsresourcepictureinformationsothataplannercanquicklylocatearesourceanditsrelationshipwiththematerialobject.Italsoprovidestheinformationaboutresourcestatus,wherearedboxindicatesthataresourceisdisabled,whileagreenarrowindicatesthataresourceisenabled.Scheduling:Foraplanresource,thesystemallowsyoutoqueryaplanoperationtaskallocatedtotheresource,acknowledgedwithinaselecteddaterange,orinlockedordeliveredstate.Foradispatchresource,thesystemallowsyoutoqueryadispatchoperationtaskallocatedtotheresource,orinschedulingstatewithintheselecteddaterange.ResourceGanttChart:Itshowstaskassignmentsandloadconditionsinmultipledimensions.Forexample,itshowsataskallocatedtoaresource,theloadpercentagecoveredbythetask,andremainingprocessingtimefortheresourceinhistogram.Foradispatchedresource,thesystemshowstheinformationaboutthetasksallocatedontoeachprocessingtimeperiodoftheresource.CapacityInfo:Aresourceisreferencedindifferentoperationsofdifferentroutingmodelsanditsproductioncapabilityneedstobesetintheoperations.Theproductioncapabilityrecordsareshownonebyoneinthecapacityinformation.Theplannercanquerythem.ResourceCalendar:Aftertheresourcecalendariscreated,thedailydetailedworkingperiodsareshownonitstabs.Youcanedittheworkingtimelengthdaybyday.-14-1.1.3QuickBuildingandMaintenanceofVisualizedRoutingModelsInroutingmodelmaintenance,byabstractingtheentireprocessingprocessoftheself-madeMPSpartsintoaspecificoperation,thesystemimportsBOMandautomaticallygeneratestheroutingmodelandalloperationsaccordingtotheBOMstructureandschedulingpolicy.Basedontheauto-generatedroutingmodel,youcanalsomanuallyaddoperations.Thesystemsupportsconcurrentoperations,andyoucansetoptionalprocessingresourcesfortheoperations.1.1.4SchedulingCalculationMethodsinDifferentGranularitiesBydefiningplananddispatchoperationsintheroutingmodel,thesystemcangenerateproducttasksandplanoperationtasksaccordingtotheroutingmodelduringorderimport.Then,ontheMPS,thesystemcanscheduletheplanoperationtasksinschedulingcalculationandgeneratefactorydailyplans.Afterthedailyplansarereleased,thesystemcangeneratedispatchoperationtasksaccordingothereleasedplanoperationtasksandroutingmodelontheOperationSchedulingPlatform,andgeneratetheoperationplansforworkshopsbyschedulingthedispatchoperationtasks.1.1.5Multi-DimensionalDisplayofSchedulingResultsThesystemshowstheschedulingresultsintwodimensions.Intheproducttaskdimension,thesystemusesanorderGanttcharttoshowtheplannedquantityoftheplanoperationtaskondifferentdatesandtherelationshipbetweenoperationtasks.Intheresourcedimension,thesystemusesaresourceorresourceloadGanttcharttoshowthedetailedtaskinformationallocatedtoaresourceondifferentdates.1.1.6DeliveryPromiseAnalysisinDifferentDimensionsAfterreceivinganorder,asalespersonneedstopromisethecustomersanexpecteddeliverydateaccordingtothecustomer'srequirementandactualproductionconditions.Inthiscase,youcandoasimulatedoperationanalysisfortheorderbyusingthedeliverypromisefunction.Thesystemprovidestwotypesofsimulation.Oneisappendedpromiseanalysis,whereyoucontinuetoarrangeasalesordertaskontheexistingplan,andcalculatetheexpecteddeliverydateofthesalesorder.Oneisinserteddocumentpromiseanalysis,whereyouinsertasalesordertaskinthe-15-productionplanusingthespecifiedstartdateontheexistingplan,andcalculatedtheexpecteddeliverydate.Thesystemautomaticallydoesadeliverydateachievementanalyzesforotherordertasksaffectedbydocumentinsertion.1.1.7QuickExecutionReportQueryandAnalysisOntheExecutionReportinterface,thesystemprovidesyouwithquickfilterandqueryfunctionsinresourceandtaskdimensions.Accordingtothequeryresult,youcanmanuallyinputthetaskcompletionreportdata,andthentransferthedatatotherelatedcompletionquantityfieldontheMPSplatform.IfyouhavealsoboughttheSFCManagementModule,thesystemcanautomaticallyobtaintheoperationreportdataaccordingtotherelationshipbetweentheroutingmodelandtherouting.1.2InterfaceswithOtherModules1.1.8InterfacewithSystemSettings-MasterDataTheschedulingsystemneedstousetheinformationaboutdepartmentandwarehouseinthemasterdata.InDepartment,theDepartmentAttributeparameterhasanimpactonthecreationofaresourcemodel.InWarehouse,theparametersAvailableMPS/MRPQtyandWarehouseTypehaveimpactsonthecalculationofakeymaterialrequirementreport.1.1.9InterfacewiththePDMModuleTheschedulingsystemmainlyneedstousetheinformationaboutBOMandcustomerBOMintheproductiondatamanagement(PDM)module.BOMisthesourceofgeneratingaproductroutingmodel.FordetailsabouthowtosetBOM,seePDMUserManual.1.1.10InterfacewiththeSalesModuleSaleordersinthesalesmoduleisarequirementsourceforschedulingcalculationbytheschedulingsystem.-RequiredQuantityofSaleOrders-DeliveredQuantity-isusedasthesourcedatafor-16-schedulingcalculation.Ifyourorganizationwantstousetheschedulingsystemmodule,youneedtostandardizethesalesordermanagementasfollows:Salesdeliveryshouldbecarriedoutbasedonsalesorders.Ifyourorganizationagreesthatacustomershouldcancelanorder,youneedurgeyoursalesdepartmenttomanuallyclosetheorderintime.Fordetailsonhowtodealwithasalesorder,seeSalesModuleUserManual.1.1.11InterfacewiththePurchaseModuleThepurchaseordersandpurchaserequisitionsofthepurchasemoduleareusedasthescheduledreceiptsquantityoftheschedulingsystem,joiningthecalculationsofnetrequirementsandkeymaterialrequirementreportsoftheschedulingsystem.-RequiredQuantityofPurchaseOrders-DeliveredQuantity-isusedasthescheduledreceiptdata.
