EXPORT PROJECT MANUFACTURING DATA

Use this screen to select the data export rules for Shop Floor Time (SFT) and Manufacturing Execution (MES). You can only use this interface if you have licenses for SFT and/or MES.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Export Options

Changes Since Last Export

Select this check box to include only the record changes since the last time that the export process ran.

Charging and Employee Information

Select this check box to indicate whether or not charging and employee information will be exported. If you select this check box, the export includes data for projects, accounts, organizations, inventory abbreviations, PLC, Employee, Employee Leave, and Project Work Force

Map Costpoint User-Defined Labels to Shop Floor Time Employee Values

If you use SFT, then use this group box to map user-defined labels for the Shift, Policy, Schedule Cycle, and Policy Group fields in SFT. You must initially set up user-defined labels in the Manage Employee User-Defined Labels screen, and then select the appropriate user-defined labels in this group box. The fields in this group box are only available if you select the Charging and Employee Information check box.

Shift

Enter, or click

to select, the user-defined label which is used to assign Shift values to SFT employees.

Policy

Enter, or click

to select, the user-defined label which is used to link Policy values to SFT employees.

Schedule Cycle

Enter, or click

to select, the user-defined label which is used to assign Schedule Cycle values to SFT employees.

Policy Group

Enter, or click

to select, the user-defined label which is used to assign Policy Group values to SFT employees.

Parts and Bills of Material

Select this check box to indicate whether or not basic master data in materials will be exported. If you select this check box, the export includes data for parts, manufacturing bills of material, work centers, and operations (labor and subcontractor).

Manufacturing Order Information

Select this check box to indicate whether or not manufacturing order related information will be exported. If you select this check box, the export includes data for manufacturing orders, MO updates, MO status updates, MO issues, MO schedule updates, and MO routings.

Set released MOs to "PENDING" in Manufacturing Execution

Select this check box so that MOs with a Released status in Costpoint will be set to a PENDING status in MES. This check box applies only for exports to MES.

Set released MOs to "HOLD" in Shop Floor Time

Select this check box so that MOs with a Released status in Costpoint will be set to a HOLD status in Shop Floor Time. This check box applies only for exports to SFT.

Include Total Quantities Completed/Rejected/MRB in MO Routing Export to Shop Floor Time

Select this check box if you want to include total completed, rejected, or MRB quantities in the export process to SFT. This check box applies only for exports to SFT.

You usually include the total completed, rejected, MRB quantities in the initial download to address the partial inspections and completions done in Costpoint before exporting project manufacturing data to SFT. The fields are updated in SFT, and then the changes are sent back to Costpoint. You should avoid selecting this check box in subsequent updates to prevent overriding of data.

Suppliers and PO Inspection Information

Select this check box to indicate whether or not data related to purchase order inspections will be exported. If you select this check box, the export includes data for vendors, purchase orders, and purchase order receipts.

The following table discusses only the Costpoint - Materials data that is included in the project manufacturing export. Information about other Costpoint information exported to SFT and/or MES will be added in a future update.

Materials Data

Export Process Information

Work Centers

(SFT and MES)

The export process includes all work centers that have an associated Plant ID. Work centers with an Inactive status in Costpoint will be marked as Obsolete in MES.

Labor and Subcontractor Operation

(MES Only)

The export process includes all labor and subcontractor operations. No filters will be used.

Parts

(MES Only)

The export process includes parts that are Active with part status of Released, Phased-Out, or Obsolete.

Parts with a type of MPS Planning Only will not be included.

Manufacturing Bills of Material (MBOMS) (MES only)

The export process includes MBOMs where:

The BOM has a Release or Partially Released status.
The component has been released.
The component Type is not Deleted or Tool.
The component is not flagged to be omitted.

Manufacturing Orders (MOs)

(SFT and MES)

MES MO Export

The export process to MES includes MOs where:

A Plant ID is associated with the warehouse for the MO.
The Export MO to Manufacturing Execution check box is selected on the Project Manufacturing tab of Manage Manufacturing Orders screen for the MO.
The MO has a Released or In-Shop status.
The MO Type is not MRO or Discrepancy Rework.
The MO has an associated routing number.

SFT MO Export

The export process to SFT includes MOs where:

A Plant ID is associated with the warehouse for the MO.
The Export MO to Shop Floor Time check box is selected on the Project Manufacturing tab of Manage Manufacturing Orders screen for the MO.
The MO has a Planned or Firm Planned status.
The MO Type is not MRO or Discrepancy Rework.
The MO has an associated routing number if the Operation Sequence Number check box is selected in the Timesheet Entry Requirements group box on the Configure Production Control Settings screen.

Manufacturing Order Routing Schedule Updates

(MES only)

If there is a change to the MO schedule dates, but there is no change in the schedule dates on the MO routing line, the export will include only the MO header information.

If there is a change to the schedule dates on the MO routing line, but there is no change in the schedule dates on the MO header, the export will include only the MO routing lines that were changed.

The export process includes MO routing schedule updates where:

A Plant ID is associated with the warehouse for the MO.
The Export MO to Manufacturing Execution check box is selected on the Project Manufacturing tab of Manage Manufacturing Orders screen for the MO.
The MO has a Released or In-Shop status.
The MO Type is not MRO or Discrepancy Rework.
The MO has an associated routing number.

Manufacturing Order Inventory Issues

(MES Only)

The export process include MO inventory issues where:

A Plant ID is associated with warehouse for the MO.
The Export MO to Manufacturing Execution check box is selected on the Project Manufacturing tab of Manage Manufacturing Orders screen for the MO.

Vendors

(MES only)

The export process includes all vendors.

Purchase Orders (PO) (MES only)

The export process includes PO information where:

A Plant ID is associated with the warehouse for the PO line.
The PO Type is either Purchase Order or Release Order.
The PO line has inventory abbreviations.
The PO line requires QC inspection.

Purchase Order Receipts

(MES Only)

If you are licensed for MES, you need to:

Select the Hard Edit on QC Required PO lines check box on the Configure Receiving Settings screen so that QC required lines will not be inadvertently accepted in Receiving.
Clear the Allow Item Change in Receiving check box on the Configure Receiving Settings screen since MES does not support QC inspections of substitution parts against the original PO lines.

The export process includes purchase order receipts where:

A Plant ID associated with the warehouse on the receipt header of the receipt line.
The PO Type (of the PO tied to the PO line associated with the receipt line) should be either Purchase Order or Release Order.
The PO line associated with the receipt line has an inventory abbreviation.
The PO line associated with the receipt line requires QC inspection.

Inventory Abbreviations

(MES only)

The export process includes all inventory abbreviations with a Y (Active) or O (Outgoing) status.

Manufacturing Order Updates (MES only)

The export process includes all MO updates where:

A Plant ID is associated with warehouse for the MO.
The Export MO to Manufacturing Execution check box is selected on the Project Manufacturing tab of Manage Manufacturing Orders screen for the MO.
The MO has a Released or In-Shop status.
The MO Type is not MRO or Discrepancy Rework.
The MO standard change date is more recent than the previous export.

Manufacturing Order Status

(MES Only)

The export process includes status changes of MOs where:

A Plant ID is associated with warehouse for the MO.
The Export MO to Manufacturing Execution check box is selected on the Project Manufacturing tab of Manage Manufacturing Orders screen for the MO.
The MO has a Closed or Completed status.
The MO Type is not MRO or Discrepancy Rework.
The MO status change date is more recent than the previous export.

EXPORT PROJECT MANUFACTURING DATA

Identification

Parameter ID

Description

Export Options

Changes Since Last Export

Charging and Employee Information

Map Costpoint User-Defined Labels to Shop Floor Time Employee Values

Shift

Policy

Schedule Cycle

Policy Group

Parts and Bills of Material

Manufacturing Order Information

Set released MOs to "PENDING" in Manufacturing Execution

Set released MOs to "HOLD" in Shop Floor Time

Include Total Quantities Completed/Rejected/MRB in MO Routing Export to Shop Floor Time

Suppliers and PO Inspection Information

Related Topics

The following table discusses only the Costpoint - Materials data that is included in the project manufacturing export. Information about other Costpoint information exported to SFT and/or MES will be added in a future update.

MES MO Export

SFT MO Export