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cats:procedures:production:createproduction [2016/11/03 15:51] – jen | cats:procedures:production:createproduction [2018/11/13 17:38] (current) – [Generating the Output Contract] jen | ||
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To create the production request, from the main menu select **Production > Add**. | To create the production request, from the main menu select **Production > Add**. | ||
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==== Adding a Production Request ==== | ==== Adding a Production Request ==== | ||
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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. | ||
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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. | ||
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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. | ||
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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. | ||
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The production batch screen shows a variety of summary information. | The production batch screen shows a variety of summary information. | ||
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=== 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 '' | + | 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 **'' |
- | 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 '' | + | 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 **'' |
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. | ||
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=== Output Material === | === Output Material === | ||
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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. | ||
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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. | ||
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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. | ||
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==== Generating the Output Contract ==== | ==== Generating the Output Contract ==== | ||
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The next step is to create the contract. Click on the '' | The next step is to create the contract. Click on the '' | ||
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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. | 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. | ||
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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. | ||
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Note that the material shows up as // | Note that the material shows up as // | ||
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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. | ||
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==== Adjusting the Batch ==== | ==== Adjusting the Batch ==== | ||
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- | Finally we need to apply the changes we entered to the underlying contracts. Click on the '' | + | Finally we need to apply the changes we entered to the underlying contracts. Click on the '' |