1UserManualforKingdeeK/3WISEShopFloorControl3StatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutthepriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.3PrefaceThemanualisorganizedinthefollowingsectionsthataredesignedtohelpyoueffectivelyusetheshopfloorcontrol:•GeneralDescription•Instructions•Procedures•Functions&Features•SystemSettingsThePrefaceinstructsyouhowtoaccessadditionalusefulinformationandformatconventions.TargetReadersThismanualisintendedforuserswhohaveextensiverelatedexperienceandexpertise,andwhoarealreadyfamiliarwiththebasicsoftheKingdeeK/3system.Beforefirsttimeuse,werecommendthatyouattendoneormoreofourtrainingprograms.Formoreinformationregardingtraining,pleasecontactyourlocalKingdeeoffice.Tolearnmoreaboutthesystem’sdetailssuchasuserinterfaces,pleasefamiliarizeyourselfwiththeKingdeeK/3systemandtheMSSQLSERVER,andreadthetechnicaldocumentationthatcomeswiththeKingdeeK/3systemthoroughly.SourcesofRelevantInformationYoucanaccessourservicesorrequesthelpthroughthefollowingchannels.1.OnlineTokeepuptodatewithourlatestKingdeeK/3products,applicationsandsolutions,pleasevisitourwebsiteathttp://www.kingdee.com/.2.Pre-salesConsultingTomeetenterprises’developmentandmanagementneeds,weprovidemanagementconsultationandsolutions,helpingenterprisestomaketherightdecisionsrapidly.3.ProductTrainingTostayattheforefrontoftechnologicalandmanagementinnovation,Kingdeeiscommittedtoprovidingcustomerswithholisticindustrialsolutions.Inadditiontoitswiderangeofqualityproducts,Kingdeealsoofferscomprehensivetraining,helpinguserstoquicklydeploytheirsoftwareapplications.4.ConsultingBasedontheextensiveexperienceofmorethan10,000globalcustomers,advancedmanagementideasandmanagementsoftwareapplications,KingdeehasdevelopeditsGoldenFingerImplementationMethodology,asoftwareapplicationmethodthatreflectsChina’sactualsituation.KingdeewishestohelpyouincreasesuccessbyleveragingoursolidexperienceandexpertiseinenterprisemanagementandITtechnology.5.FieldSupportOurqualifiedprofessionalsarealwaysreadytodiscussfacetofaceanyissuesyoumayhave,andtoconductfieldresearchandanalysistoworkouttherightsolutionimmediately.6.CRMServiceByutilizingtheKingdeeEAS-CRM,apowerfulcustomerrelationshipmanagementsystem,Kingdeehasestablishedacomprehensivecustomerinformationmanagementlibrary,enablingKingdeetosolvecustomers’problemsimmediately.4Bymaintaininganextensivecustomerrecord,weareabletoprovidelong-term,sustainable,andefficientservices.7.CSPServiceKingdeereliesonitsyearsofexperienceandstate-of-the-artmanagementpracticestoprovideanintegratedCSPservicethatbestsuitscustomers’need.Astheindustry’smostholisticservice,theCSPisdistinguishedbyafullrangeoffeaturesthatbuildonKingdee’scutting-edgetechnologyandprofessionalserviceteam.8.CallCenterThroughourcustomercallcenter,weprovideyouwithanattentiveserviceandrespondtoyourquestionsandconcernsquickly.9.PersonalizedServiceInresponsetocustomerdemandsforpersonalizedservicesweprovidecustomizedsolutionstogetherwithourpartners,andutilizeallavailableresourcestoofferyoufull-featuredapplications.10.ConvenientServiceAsaproviderofbothsolutionsandproducts,weofferyoueasyaccesstoourservices,removingthedifficultyofselectingfromawiderangeofsolutions,whileensuringthecompatibilityandintegrityofourservice.11.PartnershipWearelookingtoforgestrategicpartnershipswithotherITindustryleadersinordertoprovideyouwithanextensivearrayofservices,includingenterprisemanagementconsulting,systemsintegration,andtraining.InadditiontoKingdee’sbroadserviceportfolio,youcanalsogainaccesstoservicesofferedbyKingdee’spartners.12.UpgradeOurupgradeservicecanprotectyourvalue-addedinvestmentoverthelongterm,andcost-effectivelyupgradeyoursystem.ProductDesignInspiredbythebasemanagementphilosophy,KingdeeK/3incorporatesrobustmanagementcapabilitiesandproceduresincludingbusinessflowplanningandorganization,andcoordinationacrosstheservicevaluechain.Intermsofstrategicmanagement,thesystemfocusesonenterprises’masterdata,basicbusinessflows,internalcontrol,knowledgemanagement,andemployeeconduct.Additionally,itprovidestheabilitytosupplyalltheinformationrequiredfordecision-makingthroughoutstrategicmanagementproceduresbyutilizingawidevarietyoftoolsandmethods.Itmonitorstheproblemsarisingoutofstrategyimplementationinrealtime,thushelpingenterprisestosharpentheircompetitiveedge.5Asacornerstoneofanenterprise'scontinuousmanagementpractice,basemanagementdetermineswhetheritsstrategicobjectivescanberealizedandwhetheritsdevelopmentisreallysustainable.Thismanagementpracticefeaturesprocessmanagement,becauseitprovidesfirst-handdocumentsthatcantrulyreflectbusinessproceduresandhelpsmakebusinessandstrategicdecisionsthroughrationalknowledge.AboutKingdeeKingdeeInternationalSoftwareGroupCompanyLimitedisaleadingproviderofbusinesssoftwareande-businessapplicationsolutionsintheAsia-Pacificregion.ItisoneofthefastestgrowingISVintheglobalsoftwaremarket,andaleadingcompanyintheChinesesoftwareindustry.ThesoftwareproductsdevelopedandsoldbyKingdeeincludebusinessmanagementsoftwarethatmeetsbusinessmanagementdemandsofthefast-growingnewmarket,e-businessapplicationsoftwarethatoffersservicesviatheInternet,andmiddlewaresoftwareusedbyenterprisestoestablishe-businessplatforms.Kingdeealsoprovidescustomersgloballywithsoftware-relatedmanagementconsulting,implementation,andtechnicalservices.Kingdee’sunique’fastconfiguration,fastimplementation,fastapplication,fasteffect‘globalizedproductandservicepositioningcanhelpcustomerscalmlymeetthechallengeoftheuncertaincommercialenvironment,realizetheperfectcombinationofbusinessflowandITtechnology,carryouteffectivemanagementinnovationandensurerapid,sustainableandhealthyorganizationalgrowth.KingdeeInternationalSoftwareGroupCompanyLimitedisthecreatorofChina’sfirstaccountingsoftwarebasedonWINDOWS,thefirstpureJAVAmiddlewaresoftware,andthefirstthree-tierERPsystembasedontheInternet.KingdeeK/3isthebusinesssoftwareenterprisewiththehighestoccupationratiointheERPmarketamongChina’ssmallandmedium-sizedenterprises.InOctober2004,Kingdeeformallyreleaseditsnewgenerationproduct-theKingdeeEAS4.0(KingdeeEnterpriseApplicationSuite).KingdeeEASbasesitselfuponKingdeeBOS-thecommercialoperationsystemindependentlyresearchedanddevelopedbyKingdee.Ittargetslargeandsmall-sizedenterprises,adoptsthenewestERPIImanagementideasandintegrateddesign.Itiscomposedofover50applicationmodulesandcoversthemanagementfunctionforanenterprise’sinternalresources,supplychain,customerrelationships,knowledge,andcommercial6intelligence.Itrealizesbusinesscoordinationamongenterprisesandtheapplicationintegrationofe-business.FormatConventions•GeneralFormatFormatDescriptionArialCharacterTextInputMessageItalicPromptMessage•AgreementofGraphicalInterfaceFormatFormatDescriptionWindowname.Generalmenuitemordendritestructuremenuitem.Buttoninthewindow.BoldOptionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure.•AgreementofKeyboardOperationFormatDescriptionKey1AkeyofthekeyboardKey1+Key2Presstwokeyssimultaneously.•AgreementofMouseActionFormatDescriptionClickLeftclickmousetoclickonanobject.Double-clickLeftclickmousetwicetoopenanobject.Right-clickSelectanobjectandclicktherightmousebutton.Drag-dropLeftclickmouseonobject.Donotreleaseuntiltheobjectisdraggedtothedesiredposition.•SpecialSignsFormatDescriptionTipProvidesassistanceandcallsuser’sattentiontouseitwithcaution.NoteProvidessomeimportantdescriptions.ExampleGivesanexamplesothatuserscanunderstandclearly.PreconditionReferstoanoperationthatmustbecompletedbeforeyoutakethenextstep.DefinitionDefinesfinancialorcomputertermsmentionedinthedocument.DescriptionofSymbolsofFlowChartThismanualusesEPC(Event-driven-ProcessChain)todepictthemainbusinessflow.Throughconnectingtoeventandtask,userscansetupacomplicatedbusinessflowmoduleandconductananalysis.EPCnotonlyusesintelligiblesymbolsandlanguagetohelpusersandconsultantsdescribethebusinessinformationsystem,butalsointegratesorganizationalstructure,function,dataandinformationflow.TheEPCmodulecandemonstratehowtheinterruptionoftask7chainandliabilitychainaffectsacompany’sabilitytooptimizeitsbusinessflow.Bymatchingtheorganizationwitheachtask,userscanconvenientlyidentifywhichdepartmentorpostisinvolvedwhereintheflow.SeethetablebelowforadescriptionofthesymbolsmentionedintheEPCchart:NameIconDescribes/DefinesExampleEventActualstate.Oppositelyactsasaneventtrigger.ReceivingoriginalvoucherFunctionsConversionfrominitialstatetofinalstate.NewVoucherOrganizationUnitEnterprisestructure.AccountantinFinancialDepartmentInformation,Material,ResourceObjectRealworldobject(e.g,businessobject,andmaterialobject).AccountRoutePrecedencerelationshipbetweendifferentconnectionflows(navigationassistance).VoucherhandlingprocedureLogicOperationalCharacterLogicrelationshipbetweeneventandfunctionorflow.“XOR”:Onehastomakeexclusivechoicefrommultipleflows.“V”:Itstandsfor“or”relation.“Λ”:Itstandsfor“and”relation.ControlFlowPrecedenceandlogicdependencyrelationhipbetweeneventandfunctionorflow.InformationFlow,MaterialsCirculationDefineswhetherafunctioncanberead,alteredorwrittenintodata.AllocationofResource,OrganizationUnitWhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.Thismanualisdeliveredtogetherwithafeedbackform.Itwouldbehighlyappreciatedifyouwouldgiveusyouropinionsandsuggestionsonourproductorusermanual.PleasesendtheformtoourlocalKingdeeofficeorfaxittoK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtohearingyourviews.9TableofContentsChapter1ModuleOverview..11.1AboutThisModule..11.2ModuleLocationinK/3ERPSystem..21.3InterfacingwithOtherModules.3Chapter2BusinessModesandApplications.52.1OverallBusinessProcess.52.2EnablingOverallBusinessProcessofProcessFlowCard..72.3BusinessType.9Chapter3BasicsonModuleApplication.253.1MasterDataMaintenance.253.2AccountingParameterSettings..253.3ModuleInitialization..263.4SystemSettings..273.5BusinessFlowDesign.433.6Multi-levelApprovalManagement.473.7PermissionManagement..53Chapter4PublicFunctions.554.1PublicFunctionsofDocument..554.2PublicFunctionsofDocumentsList..704.3PublicFunctionsofReport..84Chapter5OperationPlan..915.1CreatinganOperationPlan..915.2QueryingandMaintaininganOperationPlan.1035.3ApprovinganOperationPlan..1065.4ClosinganOperationPlan..1085.5OperationPicking..1095.6InfluenceofProductAdjustmentonOperationPlan.113Chapter6OperationPlanChange..1176.1CreatinganOperationPlanChange.1176.2QueryingandMaintaininganOperationPlanChange.1206.3ApprovinganOperationPlanChange..1226.4ExecutinganOperationPlanChange..124Chapter7CapacityLoadAnalysis..1257.1CapacityLoadReport.1257.2LoadAdjustment.1277.3CapacityAdjustment.128Chapter8MOPrioritySettings.1298.1TaskPrioritySettings..129Chapter9OperationDispatch.1319.1CreatingaDispatchList..1319.2QueryingandMaintainingaDispatchList..1379.3ApprovingaDispatchList.1399.4ClosingaDispatchList.1419.5InfluenceofProductAdjustmentonDispatchList..142Chapter10OperationReport..14310.1MassOperationReport.14310.2CreatinganOperationReport.1461010.3QueryingandMaintaininganOperationReport.15410.4ApprovinganOperationReport..15610.5InfluenceofProductAdjustmentonOperationReport.158Chapter11OperationTransfer..15911.1CreatinganOperationTransfer..15911.2QueryingandMaintaininganOperationTransfer.16811.3ApprovinganOperationTransfer..17011.4InfluenceofProductAdjustmentonOperationTransfer..172Chapter12WIPManagement..17312.1WIPPhysicalCounting.17312.2EoPWIPCustomFormula..17712.3BoPWIP..178Chapter13ProcessFlowCard..18113.1CreatingtheProcessFlowCard.18113.2QueryingandMaintainingaProcessFlowCard..18713.3ProcessFlowCardPicking.201Chapter14DispatchPlatformoftheProcessFlowCard.20314.1DispatchPlatformoftheProcessFlowCard..203Chapter15ProcessFlowCardReport.20915.1QuickReportforProcessFlowCard..20915.2CreatingtheProcessFlowCardReport.21515.3QueryingandMaintainingtheProcessFlowCardReport.222Chapter16SubcontractOperationTransfer-out.23116.1CreatingtheSubcontractOperationTransfer-out.23116.2QueryingandMaintainingaSubcontractOperationTransfer-out..235Chapter17SubcontractOperationReceipt.23717.1CreatingtheSubcontractOperationReceipt..23717.2QueryingandMaintainingaSubcontractOperationReceipt.242Chapter18Time/PieceworkWage..24718.1EnteringTime/PieceworkWage..24718.2QueryingandMaintainingTime/PieceworkWage..25018.3ApprovingTime/PieceworkWage.25318.4ClosingTime/PieceworkWage.255Chapter19QueryandReport..25719.1DispatchPlanExecutionSchedule.25719.2OperationExecutionDetails.26019.3OperationReportDetails..26119.4OperationWIPStatistics(ByTask/ByResource).26319.5MonthOperationExecutionStatistics.26519.6ProductResourceConsumptionSummary..26619.7OperationTransferExecutionDetails.26719.8Time/PieceworkWageSummary..27119.9WorkshopWIPDailyReport.27319.10WIPInputandOutputDetails.27619.11WIPInputandOutputSummary.27819.12PickingAnalysisofProcessFlowCard..28019.13StatusChangeLogofProcessFlowCard..28119.14SubcontractOperationExecutionTrackingReport..28219.15ReasonforOperationDefectStatistics.28419.16CompletionReportAbnormalInfo.28611Chapter20SystemTools.28920.1TemplatePrinting..28920.2DocumentCustomization..28920.3Importing/ExportingtheData..29820.4QueryAnalysisTool..303AppendixAGlossary.309AppendixBFeedbackForm..311UserManualforKingdeeK/3V13.1ShopFloorControlChapter1ModuleOverview1Chapter1ModuleOverviewThischaptergivesanoverviewoftheSFCmodule.1.1AboutThisModuleTheSFCmoduleguaranteesthattheworkshopprocessingprocedureiscenteredonconfirmedproductionplans.Thismoduleallowsdistributedmanufacturerstodetermine,allocate,executeandtransfertheOperationPlansandprocessingprioritiesineachworkcenter.Thismodulealsocontrolstheinputandoutputworkload,maintainsstablelogisticsflow,reducesworkshopWIP,andcollectsdataformonitoringandcontrollingthewholeprocess.Thismoduleaimstohelpenterprisesbettermanageandcontroloperationlevelssoastoenhancebusinessmanagement,increaseproductivity,reduceshrinkageandcosts,andimprovequalityandcustomersatisfaction.TheKingdeeK/3SFCmoduleprovidesthefollowingfunctionstomanageworkshopcontrol. DefiningWorkshopManagementFlow HandlingSerialNumbers/BatchNumbers SupportingFull-FeaturedTime/PieceworkWageAccounting SupportingMultipleUoMs ManagingWorkshopWIP ManagingOperationRework1.1.1DefiningWorkshopManagementFlowYoucanflexiblydefinewhethertogenerateaDispatchList/OperationTransferautomaticallyduringeachprocedureintherouting.Youcanperformworkshopmanagementfreelyandflexibly.Forexample,youcangenerateanOperationReporteitherfromanOperationPlan,orbasedonaDispatchList.1.1.2SerialNumber/BatchNumberHandlingOperationPlans,DispatchLists,OperationReportsandOperationTransfersallsupportserialnumbers/batchnumbers.Youcantracktheconsumedrawmaterialsinproductionbasedonthebatchnumber.BymanagingserialnumbersofthesameOperationPlan,youcangettoknowthespecificoperatorsandequipmentinproduction.1.1.3SupportingFull-FeaturedTimework/PieceworkWageAccountingTheSFCmodulecanpreciselycalculatethewageforeachworkereitherbytimeworkorpieceworkbasedontheamountoffinishedproductionsandconsumedlaborhoursinOperationReport.Themodulecanalsodeductthewagebasedonthescrapsinproduction.Chapter1ModuleOverviewUserManualforKingdeeK/3V13.1ShopFloorControl21.1.4SupportingMultipleUoMsTheSFCmodulesupportsdifferentproceduresinthesameMOtousedifferentUoMsforreportingthroughcoefficientmanagementaboutworkshop.ThemodulecancalculatetheconversionrateamongdifferentUoMsaccordingtotheenteredcoefficient,thusfacilitatingdatastatisticsandmanagementintheworkshop.1.1.5ManagingWorkshopWIPForanyprocessedsemi-finishedproductlostwithoutaspecifiedreason,youcanadjustthequantitybyusingOperationTransfersofthephysicalcountingtypetoensurethattheactualquantityofproductsintheworkshopisthesamewiththatontheaccount.AlsoyoucanknowWIPinventorybyreferringtoWIPDailyReportstocontroltheproductionprocessintheworkshopprecisely.1.1.6ManagingOperationReworkOperationreworkmeansthatproductsaredisqualifiedduringprocessingandneedtobereworkedbeforetransferredtosubsequentprocedures.YoucandefinetheprocessingoperationsforreworkinaReworkOperationPlan.ReworkOperationPlansallowyoutodispatch,reportandtransferoperations.QualifiedreworkedproductsaretransferredtotheOperationPlanforsubsequentprocessingthroughtheOperationTransferforreworkcompletion.1.1.7UsageofOperationFlowCardYoucandeterminetheprocessingmethodbasedonproductroutingofOperationFlowCard.Forthemassmanufacturingorder,youwillneedtodeveloptheproductionplanofOperationFlowCardbasedonrequirementssuchasequipmentcapacityanddeliverytimeandcreatemultipleOperationFlowCards.Atthesametime,youcandeterminetheinformationincludingtheprioritiesofvariousOperationFlowCardsatthesameworkcenter,auxiliarydispatch,andtheproductionquantity,qualityandlaborhoursofproductionfinishingOperationFlowCard.1.2ModuleLocationinK/3ERPSystemSeeFigure1-1.UserManualforKingdeeK/3V13.1ShopFloorControlChapter1ModuleOverview3ActivitySalesandOperationsPlanningPurchaseMgmtImportMgmtPDMMTORepetitivePPKanbanMPSMRPMOSFCRCCPCRPSubcontractEquipmentSalesMgmtExportMgmtDistributionRetailMgmtRetailTerminalCRMOpportunitiesMgmtMarketMgmtQCInventoryA/PG/LCashMgmtReportAssetsPurchaseOnlineBankCostCenterConsolidatedAccountsA/RConsolidatedStatementInventoryAccountingActualCostCostAnalysisABCDailyCostSCMFinanceOrg.PlanningEmployeeMgmtCompetenceModelPerformanceAttendancePayrollRecruitmentTrainingHRMMobileBusinessMobileERPBOSIDEUniversalReportToolDataExchangeToolRemoteDataTransmissionToolSDKBPMStandardCostMBOCapitalBudgetMgmtPortalBusinessMgmtBudgetMgmtExpenseMgmtBIRiskAssessmentSupplierRelationSupplierMgmtSupplierCollaborationOnlineReimbursementExpenseMgmtCustomerMgmtServiceMgmtCustomerPortalVMIFixedAssetsConstruction-in-progressAnalysisInfo&CommunicationConsumablesMobileHRE-mailIMOAInfoPortalDocumentProcessingKnowledgeCenterDocumentCirculationNewsCenterMeetingMgmtDirectoryOnlineForumInternalControlFigure1-11.3InterfacingwithOtherModules1.3.1InterfacingwithMOWhenanMOismaintainedintheMOmodule,iftheproduct.
