cats:procedures:production:createproduction

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
cats:procedures:production:createproduction [2016/03/16 16:22] – jencats:procedures:production:createproduction [2018/11/13 17:38] (current) – [Generating the Output Contract] jen
Line 1: Line 1:
 ===== Using Production to Convert Material ===== ===== Using Production to Convert Material =====
 +{{entry>0;Production Request;-}}
 The [[cats:features:production:production|production module]] can be used to model a process that converts one or more types of material into one or more outputs. We will walk through the process of generating a production request, entering a production item, and then creating and modifying the output contract. This example is for filtering raw coffee but the production module is flexible enough to be used for almost any product. The [[cats:features:production:production|production module]] can be used to model a process that converts one or more types of material into one or more outputs. We will walk through the process of generating a production request, entering a production item, and then creating and modifying the output contract. This example is for filtering raw coffee but the production module is flexible enough to be used for almost any product.
  
-To create the production request, from the main menu select **Production > Add**+To create the production request, from the main menu select **Production > Add**.
  
-[{{:cats:features:production:production_menu.png?nolink|Select Add to create a new production.}}]+[{{:cats:procedures:production:production_addmenu.png?|Select Add to create a new production}}]
  
 ==== Adding a Production Request ==== ==== Adding a Production Request ====
Line 11: Line 11:
 Each production request has a unique identifier that references it in the system. CATS will suggest a unique number, but you can put in whatever identifying information makes sense for this production request. Each production request has a unique identifier that references it in the system. CATS will suggest a unique number, but you can put in whatever identifying information makes sense for this production request.
  
-[{{:cats:procedures:production:unique_identifier.png?nolink|Enter the unique identifier for this production request.}}]+[{{:cats:procedures:production:production_createnew.png?|Enter the unique identifier for this production request.}}]
  
 The production request can be used to coordinate multiple independent production batches. Output from each batch will be merged into a single contract and once completed, a production invoice for the entire operation can be generated. The production request can be used to coordinate multiple independent production batches. Output from each batch will be merged into a single contract and once completed, a production invoice for the entire operation can be generated.
  
-[{{:cats:procedures:production:enter_header_information.png?nolink|Enter header information for this request.}}]+[{{:cats:procedures:production:production_addcontractandinvoice.png?|Add input and output for production}}]
  
 Enter the **Purchase Contract Number** for the output material. This can be a new contract number, which will close out the original purchase (input) contract and create a new purchase contract. We suggest that you use a numbering system that will differentiate output contracts from standard purchases. Enter the **Purchase Contract Number** for the output material. This can be a new contract number, which will close out the original purchase (input) contract and create a new purchase contract. We suggest that you use a numbering system that will differentiate output contracts from standard purchases.
Line 21: Line 21:
 <note tip>You can also use an existing purchase contract number to place material on an existing contract as a new contract item.</note>  <note tip>You can also use an existing purchase contract number to place material on an existing contract as a new contract item.</note> 
  
-Enter the **Account** that will stand in as the purchasing agent for the production output. This should be a dummy account that is set up specifically for this purpose.+Enter the **Account** that will stand in as the purchasing agent for the production output. This could be a dummy account that is set up specifically for this purpose, or the supplier account from the original contract.
  
 Finally, enter the shipment **Terms** for the output contract. Finally, enter the shipment **Terms** for the output contract.
Line 32: Line 32:
 ==== Entering a New Batch ==== ==== Entering a New Batch ====
 \\ \\
-[{{:cats:procedures:production:production_addbatch.png?|Entering a New Batch}}] 
 The production batch window displays the inputs and outputs as well as the overall status of the current batch. Newly created production batches start with a single (blank) production input and a single (blank) production output. All batches need at least one allocated input and at least one defined output before the production contract can be completed. You can add as many inputs or outputs as you need. The production batch window displays the inputs and outputs as well as the overall status of the current batch. Newly created production batches start with a single (blank) production input and a single (blank) production output. All batches need at least one allocated input and at least one defined output before the production contract can be completed. You can add as many inputs or outputs as you need.
  
-[{{:cats:procedures:production:batchscreen_top.png?800|The batch screen summary information.}}]+[{{:cats:procedures:production:production_addinputandoutput.png?|The batch screen summary information}}]
  
 The production batch screen shows a variety of summary information. The production batch screen shows a variety of summary information.
Line 50: Line 49:
 === Input Material === === Input Material ===
  
-Input material is displayed on the left-hand column. Each entry in this list represents a specific production input. You can have as many inputs as you need. To add a new input entry click on the ''Add Input'' link, select the //Copy// icon on an existing input, or select **Material > Add Material > Input** from the menu.+Input material is displayed on the left-hand column. Each entry in this list represents a specific production input. You can have as many inputs as you need. To add a new input entry click on the **''Add Input''** link, select the //Copy// icon on an existing input, or select **Material > Add Material > Input** from the menu.
  
-Enter the grade code and the total amount of the material to be used as input. (Weight can be entered in pounds, kilos, metric tons, or units.) If you already have material you would like to use as input, you can click on the ''[select mark]'' link or select **Allocate** from the menu. CATS will prompt you to lookup the material and then add the material as input to the production.+Enter the grade code and the total amount of the material to be used as input. (Weight can be entered in pounds, kilos, metric tons, or units.) If you already have material you would like to use as input, you can click on the **''[select mark]''** link or select **Allocate** from the menu. CATS will prompt you to lookup the material and then add the material as input to the production.
  
 If you want to track or account for the cost of production in your output material, you can enter those costs here. Depending on the process, you may pay based on the input material or based on the output material. CATS allows you both options. If you want to track or account for the cost of production in your output material, you can enter those costs here. Depending on the process, you may pay based on the input material or based on the output material. CATS allows you both options.
  
-[{{:cats:procedures:production:allocated_input.png?nolink|An allocated input item.}}]+[{{:cats:procedures:production:production_addinput.png?|Add input material}}]
  
 === Output Material === === Output Material ===
Line 62: Line 61:
 Entering outputs works similarly. Again, you can have one or more outputs on each production batch. Enter the grade (along with the optional identifier for the output item) and the amount. You can enter the production costs and also change the output item's unit weight. Entering outputs works similarly. Again, you can have one or more outputs on each production batch. Enter the grade (along with the optional identifier for the output item) and the amount. You can enter the production costs and also change the output item's unit weight.
  
-[{{:cats:procedures:production:output_editing.png?nolink|Entering an output item using percentage yield.}}]+[{{:cats:procedures:production:production_addoutput.png?|Add output}}]
  
 On both the input and output, CATS displays the unrealized change in the item's amount in either green (for increases) or red (for decreases). This can help you understand how your adjustments will affect the output contract. On both the input and output, CATS displays the unrealized change in the item's amount in either green (for increases) or red (for decreases). This can help you understand how your adjustments will affect the output contract.
Line 70: Line 69:
 Our production batch is all set up and ready to generate the output contract. Our production batch is all set up and ready to generate the output contract.
  
-[{{:cats:procedures:production:ready_for_contract.png?800|This production batch has one input and three outputs.}}]+[{{:cats:procedures:production:production_createproduction.png?|Production is all set up and ready to create a contract}}]
  
 ==== Generating the Output Contract ==== ==== Generating the Output Contract ====
  
-The next step is to create the contract. Click on the ''**Create**'' button in the **Output Purchase** area or select ''Update'' from the menu.+The next step is to create the contract. Click on the ''**Create**'' button in the **Output Purchase** area or select ''**Update**'' from the menu.
  
-[{{:cats:procedures:production:confirm_create_contract.png?nolink|Confirm that you wish to create the output contract.}}]+[{{:cats:procedures:production:production_createnewcontract.png?|Confirm that you wish to create the output contract}}] 
 + 
 +Depending on your companies settings, you may be required to have a DO and BR before you can create the contract. If so, create the DO or BR, by clicking on **Orders** on the top menu bar, or the **+** next to documents. 
 + 
 +[{{:cats:procedures:production:convertmaterial_batchscreen.png?|}}]
  
 CATS will generate the output contract. For each distinct grade on the production batch, a purchase contract item will be created on the output contract. CATS tries to combine similar items where possible. If you want to generate multiple marks on one contract you can do that by entering distinct output items with the same grade. CATS will generate the output contract. For each distinct grade on the production batch, a purchase contract item will be created on the output contract. CATS tries to combine similar items where possible. If you want to generate multiple marks on one contract you can do that by entering distinct output items with the same grade.
Line 84: Line 87:
 Clicking on the link to the output contract we can see the newly generated contract.  Clicking on the link to the output contract we can see the newly generated contract. 
  
-[{{:cats:procedures:production:contract_screen.png?800|The output contract itself.}}]+[{{:cats:procedures:production:production_newcontract.png?|The output contract itself}}]
  
 Note that the material shows up as //Charged//. (CATS will also mark the material as in warehouse.) You can begin working with this output material immediately in CATS.  Note that the material shows up as //Charged//. (CATS will also mark the material as in warehouse.) You can begin working with this output material immediately in CATS. 
Line 90: Line 93:
 Meanwhile, the material we used for input has been moved out of inventory completely. Meanwhile, the material we used for input has been moved out of inventory completely.
  
-[{{:cats:procedures:production:original_purchase.png?800|The original input contract showing 50MT has moved out of inventory.}}]+[{{:cats:procedures:production:production_inputcontract.png?|The original input contract}}]
  
 ==== Adjusting the Batch ==== ==== Adjusting the Batch ====
Line 110: Line 113:
 [{{:cats:procedures:production:batchscreen_updated.png?800|The updated production screen summary.}}] [{{:cats:procedures:production:batchscreen_updated.png?800|The updated production screen summary.}}]
  
-Finally we need to apply the changes we entered to the underlying contracts. Click on the ''**Update**'' button or select ''Update'' from the menu to apply our changes to the underlying contracts.+Finally we need to apply the changes we entered to the underlying contracts. Click on the ''**Update**'' button or select **Update** from the menu to apply our changes to the underlying contracts. 
  
 +{{tag>"production module" "entering and adjusting the batch"}}
  
  
-{{tag>"production module"}} 
-{{tag>"entering and adjusting the batch"}} 
  • cats/procedures/production/createproduction.1458145344.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)