ShopData PDF

EnterpriseIQ
ShopData
Version: 16
Copyright © 1989-2018, IQMS. All rights reserved.

Contents
ShopData 2
ShopData Toolbars ....................................................................................................................................... 3
Configure ShopData ..................................................................................................................................... 6
Time Clock ........................................................................................................................................ 7
Controls ............................................................................................................................................. 7
Default Work Center ......................................................................................................................... 8
Advanced ........................................................................................................................................... 8
Quick Inspection................................................................................................................................ 9
Pallet Builder ..................................................................................................................................... 9
Time and Attendance in System Parameters............................................................................................... 13
ShopData Modules...................................................................................................................................... 17
Time Clock ...................................................................................................................................... 17
RT Scan to Inventory....................................................................................................................... 19
Floor Disposition ............................................................................................................................. 24
Pallet Builder ................................................................................................................................... 48
RealTime Monitoring - Individual Work Center View ................................................................... 55
RealTime Monitor - Grid View ....................................................................................................... 66
RT Process Monitor ......................................................................................................................... 69
Rejects ............................................................................................................................................. 70
Plant Layout .................................................................................................................................... 80
Inventory Transactions and Locations ............................................................................................. 86
Work Order Materials & Components ............................................................................................ 93
Kanban Supermarket ....................................................................................................................... 99
Heijunka ........................................................................................................................................ 101
Reject Reporting ............................................................................................................................ 104
Downtime ...................................................................................................................................... 106
Internal and External Documents .................................................................................................. 114
RealTime Labels ............................................................................................................................ 115
Sales Order Labels ......................................................................................................................... 122
Inventory Labels ............................................................................................................................ 124
Serial # Tracking ........................................................................................................................... 126
SPC Quick Inspection.................................................................................................................... 137
Maintenance, Repair and Overhaul (MRO) Work Order .............................................................. 140
Report Production by Work Order ................................................................................................ 146
Additional ShopData Options ........................................................................................................ 156
Index 159
ShopData Page i
CHAPTER 1
ShopData
ShopData is a touch screen system designed for plant floor employees. ShopData brings together
essential plant floor modules under one screen. Each feature in ShopData is related specifically to the
responsibilities of the shop floor, including RealTime Monitoring and Floor Disposition. And with the
touch screen technology, ShopData places the tools at your fingertips - literally. The full-screen display
provides large versions of standard EnterpriseIQ controls, including pick lists. It also provides additional
touch-screen controls, such a number pad and a full-screen keyboard. But while ShopData may be a
touch screen application, it also functions with a keyboard and a mouse.
Note: ShopData is designed to work on monitors with resolution of 1366 x 768 or higher.
ShopData contains fully functional versions of the following EnterpriseIQ modules:

 Plant Layout
 Inventory Transactions and Locations
 Rejects & Reject Reporting
 Internal & External Documentation
 Serial # Tracking
 Printing Labels via Label Matrix
 MRO Work Order
 Report Production by Work Order
If the system has a license for 'RT Monitor' the following modules will be available:
 RT Scan to Inventory
 Floor Dispositions
 RT Work Center
 RT Monitor
 Downtime
 Print RealTime™ Labels
Depending on licensing you may also access modules such as SPC Quick Inspection, Process Monitoring,
Pallet Builder, and Work Order Materials & Components.
ShopData Page 2 of 162

ShopData Toolbars
ShopData has two toolbars. The top toolbar, or Work Center Navigator, exists primarily to show the
selected work center. Unless that work center is changed, all screens in ShopData will show information
for that work center alone (this filter can be overridden in certain areas). The following figure shows the
Work Center Navigator:

Menu - This button opens the menu form to choose a module and to access other options such as
Configure ShopData, Submit an Announcement, and the Help menu (See Additional ShopData Options
for details on the features available on the Options portion of the Menu). Use the Previous and More
buttons to move through the screens to find the desired module. Push the button to access the module.
The Close button will close the menu.

Clock – This buttons takes the user to the Time Clock screen.
Toolbox – This brings up a box to select the on screen keyboard, keypad, or calendar for touch screens.
The tool box can be set to ‘AutoHide’ when changing screens, by depressing the top button. If it is not
selected the tool box will remain on the screen as the user moves from module to module. When the
user clicks on a field that requires an entry to be made using one of the tools they will become available
to select on the Tool Box. Note: When using the keypad to enter numeric values there is a +/- button
available to enter negative values when allowed (such as in Quick Inspection). The value must be entered
first then the user can select the +/- button to change the sign.
Search – This brings up a pick list of work centers. This pick list also includes Item #’s and descriptions.
Navigator Bar – The navigator bar allows the user to scroll through work centers.
Windows Task Bar settings:
If the Windows Task Bar settings are set to overlap ShopData, a warning will pop up when ShopData is
first opened that says "The Windows Task Bar options are currently set so it will overlap the ShopData
window. To correct this, either set the Auto-hide option or unset the Always On Top option”.
If the user is at a keyboard click on the Windows Start button to see the Windows task bar
below the ShopData screen.
Resizing the Screen - The ShopData screen can be resized. When using dual monitors users can set the
target to indicate multi (for example, "C:\Program Files\IQMS\IQWin32\Shopdata.exe" _multi_). With
this set two windows can be opened to different work centers on the same workstation.
If the 'Display User ID on Launcher' option is checked in Security Inspector on the Password Policy tab, un
logging into ShopData the username will display in the title bar.
In This Chapter
Configure ShopData ........................................................... 6
Time and Attendance in System Parameters ..................... 13
ShopData Modules ............................................................. 17

Configure ShopData
Some attributes of the ShopData screen can be configured by the user. To change the configuration of
the screen push the ‘Menu’ button, select the More button then select Configure ShopData.

Following are the available configuration options:
Time Clock
Show Time Clock at Startup - With this checked the Time Clock will be visible when ShopData is started.
What will display is dependent on the option selected (see below). If this is not checked the date and
time will not appear on the ShopData screen.
Options
 Clock Only – This displays the date and time only. Users cannot clock in when this option is selected.
 Time Clock Only - With this checked the Time Clock screen will display the current date and time and
allow users to punch in/out for the day. However, if the Task Clock is enabled in System Parameters
(see below) the Task Clock will automatically appear after the user punches in.
 Time and Job Clock - With this option checked the date and time will appear and the user will be able
to clock in/out for the day as well as clock in/out to specific tasks.
 Task Clock Only – This option will display the date and time and defaults to the Task Clock screen to
allow the user to clock in/out of tasks. The Punch In/Out clock is also available by selecting the
‘Punch-In Clock’ button.
 Task Clock by Class - This option allows a user to select a task class and a specific task, and then
multiple users can clock into that task in row without having to select the class/task again. This is to
help speed up multiple users tasking into the same class.
Task Clock – The Task Clock can also be made visible on this screen. This parameter is set up in Sys
Setup->System Parameters->Time & Attendance tab. The user can select the Enable Task Clock In/Out for
all work stations (Global) or override the global setting for the local workstation. If this option is checked
the user will have access to the Task Clock and be able to clock In/Out of specific tasks.
Controls
 Allow navigating work centers at runtime – With this checked users will have access to the navigator
buttons to scroll through work centers as well as the Search Work Centers speed button. If this is not
checked both the navigator buttons and the search button will not be visible and the user cannot go
to a different work center.
 Can override default designated locations - If a default designator is setup at the work center level this
option will allow the user to add a different location using the Add (+) button on the form. (Before
this option the user could not add a new location but had to use the work center default designated
location). Note: If the default designated location is setup on the inventory item, the system does not
look at this option. Users can have the ability to add a new location if they have the proper security
setup.
 Hide Mouse Cursor - This option will hide the mouse cursor which is not applicable to touch screens.
It can be overridden by pressing F4. This setting is also available in System Parameters->Company File
Information->Application tab.

 Print RealTime Labels - show grid when multiple parts running - When this option is selected, a grid
showing multiple parts (when applicable) displays at top of the Print RealTime Labels screen, and
labels can be printed directly from this grid using the Printer icon for a single part, or select a part
from this grid and then use the Print Label button from the main screen below. The parts grid can be
re-sized to show all or one part at a time with scroll bar on the right. Screen setting is remembered
after printing labels for a single part running, then returning to print labels for family tool parts.
 Launch last form on Start Up - When this is checked, on start up, the system will launch the last form
that was accessed in ShopData. This options defaults to No. When No is selected, the system will
open Shop Data to the Clock (Punch In/Out) screen based on other settings such as Default Work
Center and Clock options.
 Prompt for Badge # for Scan to Inventory, Print Labels and IQLog - If this is checked, users will be
prompted for their badge number when accessing RT Scan to inventory, when selecting the Print
Label button for any type (RealTime, Inventory, or Sales Order), and when creating a new Work
Center Log record from RT Work Center or RT Monitor.
Default Work Center

Users can establish a default work center which will show when ShopData is started. If no default work
center is selected the screen will display the first work center in the list. To select a default work center
click on the eyeglass button and select the work center from the list using the search option or navigator
buttons. This option does not preclude navigating to other work centers as long as the “Allow navigating
work centers at runtime” option is checked. To clear the default work center select the Clear button.
Note: A work center default can be set up using a command line parameter. This will override the default
setting stored in the registry. For example, change the Target line on the Shortcut tab in the
Shopdata.exe properties to include the machine number ("C:\Program
Files\IQMS\IQWin32\Shopdata.exe" machine="05"). This can be useful when running in a Citrix
environment.
Advanced
Default Component Reject transaction Code - A default transaction code can be selected or updated that
will be used when rejects are entered for components. The user can change the reject code from the
default before posting the rejects. Select the reject code from the pick list. Select the Clear button to
remove the default.
Scanned Serial Option:

 Prompt for quantity - If checked and a 'carriage return' is submitted with the scan, then the operator
will be allowed to enter a quantity. If unchecked and a 'carriage return' is submitted with the scan,
then the default quantity from the label will be retrieved and the disposition process will begin.

 Allow non-production scan - If this is selected the user will be able to scan non-production items
using the RT Scan to Inv option. Boxes dispositioned to a pallet this way will not be picked up for
backflushing - no components will be taken out of inventory. If it is not selected only items currently
running or in unprocessed production reports will be able to be dispositioned. If a user tries to
disposition an item not running they will get an error message: 'Non-production scan! Please try
again.'
Note: These are a registry setting.
Quick Inspection
 Select the Scanned Login option to require employees to scan in when performing a Quick Inspection
from ShopData. If the Scan Login option is checked, choose either Employee # or Badge #.
 Default Inspection Source - A default source can be selected so when employees select Quick
Inspection the system will automatically open it for the default selection. For example, if Work
Centers is selected as the default the system will open Quick Inspection for the current work center.
If Parts is selected the system will open Quick Inspection for the item currently running on the work
center. In the case of family tools a pick list of parts will appear first for the employee to select from.
If the work center does not have an item currently running the employee will see a pick list of all
parts with inspection groups. If the source does not have an inspection group setup an error will
appear stating, 'Inspection groups have not been created for this item'. To select the default source,
press the search button and select from Parts, Processes, or Work Centers. To clear the default
selection select the clear button.
 Startup - Users can choose to have the system display the Trend, Control, X-Bar charts, the X-Bar and
Range chart, and/or the P and NP chart when accessing the Quick Inspection module from ShopData.
To have a chart display on startup check the option.
Pallet Builder
Local Settings:
 Printer - Prompt on Pallet Complete - If checked, this will notify the user that the pallet is complete.
If the Auto Print Pallet button is depressed in the pallet Builder module, the application will
automatically prompt the user to print a pallet label as soon as the pallet is completed. The
parameter default is not checked.
 Control
 Warn for Non-Conform Scan - When enabled, this setting will surface an error message popup
immediately after scanning a serial # located in a non-conform location. The message will state,
'Serial # XXXXXXXXX is in a Non-Conforming Location. Would you like to continue?'. If OK is
selected the system will add the scanned serial as normal. If NO is selected the system will
continue building the pallet as normal without losing any previous scans, but it will not include
the non-conform located serial # that was just scanned.
 Dispo on Pallet Complete - This will eliminate individual transactions made for each scan,
reducing the total number of records in translog. With this setting active, one transaction is done
when the pallet is completed.

 Prompt Pallet Quantity - If the Dispo on Pallet Complete is checked this option will be available.
When checked, a form will surface when selecting the Pallet Complete button allowing the user
to fill in the pallet quantity. It will have the total scanned value, which may be overridden by the
user. The application then takes the quantity entered, divided by the number of serials, and
updates the quantity of each child label prior to dispositioning them all at once.
Global Settings:
 Do Not Force BOL Data - If this is checked, the system will then look to the setting of the option
Override BOM Information on the inventory item's BOL Data settings. If that setting is checked, the
system will use the information in the BOL Data screen for packaging information in Pallet Builder. If
it is not checked, Pallet Builder will use the packaging information on the BOM instead. If the' Do Not
Force BOL Data' option is set to No, Pallet Builder will always look at the BOL Data packaging
information.
 Allow Mixed Lots - When the option is checked, child serials of mixed lots are allowed on a single
pallet. The system follows the same transaction rules as when building mixed lot pallets from
scanners, and ensures child serials added to a pallet have a Lot # when 'Lot # is mandatory' is
selected on the item.
After setting the desired configuration options, click either the OK or the Apply button. The Apply button
will allow you to see the effect of the configuration options without closing the Configuration screen.
Reset – The Reset button will reset the ShopData General Settings to the default settings. The Default
settings are: Show Time Clock at Startup with both Time and Job Clock checked. Also, all three Control
options are set to on (checked).
System Parameters
In Sys Setup->System Parameters on the Time & Attendance tab there are settings that apply to the
ShopData module also. See the section below for details (Time and Attendance in System Parameters).
Time Zone Setup

Since Shop Data includes RealTime the user may have to set up the Time Zone. There are two ways to set
up the time zone offset. For users in North America, with the exception of Arizona and Eastern Indiana,
using the method listed below is sufficient. For users in these areas or outside of North America (Europe,
Asia Pacific), use the second method described below.
To set your plant information:
From the main system (in the location where your Oracle server resides), set EnterpriseIQ to the correct
Time Zone.
1 Log into EnterpriseIQ for the EPlant where the Oracle server resides
2 Go into System Setup->System Parameters and go to the Regional tab within System Parameters.
3 Select the appropriate time zone for the region where the Oracle server resides by clicking the
ellipsis and selecting the time zone from the pick list that appears.

Note: Regions such as Eastern Indiana and Arizona are not represented in the pick list. If you are in these
areas, please refer to the Arizona and Eastern Indiana section below for more information and do not
continue to steps 4 and 5 of this procedure.
4. Within the Operating system of both the Oracle Server and computer where RTServer resides, use
the ‘Date and Time’ functionality to set the system to the proper time zone.
5. If your region abides by Daylight Savings time, click the “Automatically adjust clock” option.
Basic North America Setup
RealTime uses the local time zone settings to understand the time offset between the Oracle server and
the local RT unit. For example, consider the case where the corporate system, including the Oracle
server, resides in Chicago (Central Standard Time). The second plant may reside in Los Angeles (Pacific
Standard Time). There is, of course, a two-hour difference between the two time zones. The Oracle
server should be set to the Central Time zone, while the RT computer in the Los Angeles facility should
be set to the Pacific Time zone.
When a signal is detected at the LA site, RTServer queries the Oracle server in Chicago to get the time. A
special function then checks the two time zones in both computers. The system sees the difference in
the two zones and then subtracts in this case exactly two hours from the time found on the Oracle
server, residing in Chicago. This is the date and time stamped on the cycle that just came through. Using
this logic, the California plant will properly stamp each cycle with the correct time, perfectly in sync with
the Chicago based Oracle server. Any signal coming in from an RT computer in Chicago will of course not
find any difference between the RT computer and the Oracle server, so the time will not be altered.
Arizona and Eastern Indiana
In places where the time does not change, a second technique must be employed to handle the changes
in Standard and Daylight Savings times. If all plants reside in one of these areas, there are no
adjustments to make. Choose a time zone; make sure all remote RT boxes are set to the same time zone
within System Parameters and the Windows regional settings. However, if one or more RT computers
reside outside of one of these areas, the following technique must apply. If the server resides in an area
that does not use the shift to Daylight Savings, it must be manually adjusted twice a year to account for
the changes encountered at other facilities.
For example, assume the main plant and Oracle server resides in Arizona, and the remote plant resides
in Chicago. During Standard Time, the Arizona system should be set to Mountain Standard Time. The
Chicago RT computer should be set to Central Standard Time. These settings properly tell EnterpriseIQ
that the two systems are one hour apart. During the spring, at the time of Daylight Savings, the Chicago
facility will automatically shift forward to the new time. Arizona, on the other hand, should not move
forward. The way to accomplish this is to now adjust the Arizona computer back to the PACIFIC Time
Zone. This ensures that both systems are now properly two hours apart.
During the fall, the system administrator will adjust the Arizona system back to the Mountain Time Zone,
and the Chicago facility will automatically shift back to Central Standard.

If the Oracle server resides in a time changing environment, but the remote plant(s) resides in a non-
changing environment, then the reverse would be true. The RTServer computer in the remote location
should be changed manually as above during the changeover period, while the central server should be
allowed to automatically adjust to the changeover.
Note: On the day that daylight savings time begins there will be no 2AM hour. Placing or having work
orders with a start time in that hour can cause an error stating 'specified field not found in datetime or
interval.’ To prevent this error from occurring you can set up a holiday in the shop calendar to run from
01:59:59AM – 3:00:00AM on the day of daylight savings. This will prevent work orders from being
loaded at that time.
Europe and Other Time Zones
Oracle does not directly support other time zones, so setting the time zone parameter in System
Parameters will not be effective. Simply leave the value as it is.
Because EnterpriseIQ requires an offset value, there is a second method that will provide this value.
When RTServer first attempts to contact the main server, the program checks the local time zone as set
in the Windows Operating System. It then compares this zone against the list of Oracle supported time
zones. If the computer with the local time zone does not find a match, then the message as shown below
appears. Select the Do not show again option to not see the warning again. It can be turned on again
from the Dialog Check Boxes window in Shop Data. Note: Having ‘Force Offset Time’ checked in About >
Options > Time Zone Offset, prevents the message from popping up as well.
Use the Set Time Zone Difference form to insert the number of hour’s difference between the local site
where the computer lives and the main plant where the Oracle server lives. Use negative or positive
numbers to make up the offset. Click Save to store the value. To reset this value, select 'About’ from the
Help menu, then Time Zone Offset from the Options menu. This value is stored in a local registry setting.

Time and Attendance in System Parameters
Time and Attendance is a separate module which is used to keep track of employees punch in and outs
as well as track hours they have worked on specific tasks.
Options
The options are displayed on the screen based on whether they apply to the Time Clock, the Task Clock,
or General Settings. The table below lists all of the options in alphabetical order.
Adjust task clock in out times This will adjust the first and last task clock in and out times based on employees
based on Shift Settings shift setting based on what rounding and grace period was associated to the punch
clock shift.
Append Training Sessions When this is not checked, the system will overwrite the Employee Training records
when Updating Employee with the most current information.

Training Records When this option is checked, upon clicking on the 'Update Employee Records'
button, the training items will append to the Employee Training Records. A new
record will be added for that Sessions training item and the old training items will
not be overwritten. This is a global setting that will affect all sessions.
Auto Log Off Task Clock In/Out If a value is entered in this field, when a user does not log off the Tasks Clock
screen (in seconds) In/Out form and the screen sits idle for the amount of seconds entered, the user
will automatically be logged out of the form.
Clock in Errors If an invalid punch occurs the system will generate a sound based on the attached
WAV file and display an error message with the background color selected. To
select the error’s background color select it from the drop down list next to the
Error Form Color field. To attach a WAV file select the folder button next to Error
WAV File field and select the WAV file from the Open form.
Clock out of all tasks without If this option is checked, when punching out of the Time Clock, the employee will
reporting production when automatically be clocked out of all tasks and the task clock.
punching out of the Time Clock
If this is not checked when an employee attempts to clock out for the day from the
Time Clock while still clocked into a task, the task clock in/out screen will appear to
allow the user to clock out of the tasks and enter good parts/rejects. If the
employee selects Close without closing the tasks, a warning will appear, 'Not all
good parts have been reported against the process. You have not clocked out.' and
the employee will not be clocked out.
Default to Select Task on Task With this option checked when an employee clocks into a task, the ‘Select Task’
Clock In field will be highlighted for user entry rather than the ‘Select Task Class’ field.
Disable Clock In Employee If this is checked the system will not display the Employee pick list at Clock In. If it is
Pick List unchecked or Null employees can access the pick list. This applies to Clock In
through EIQ, IQ_Clock standalone, RTStation and ShopData.
Display OK button when If checked the OK button will display on the clock in/out screen.
clocking in/out
Display Who is clocked in If this option is checked a grid will display the employees that are currently clocked
in in the Punch-in Clock module available in Time & Attendance, ShopData, and
ASSYData. This also applies to the IQClock.exe. It displays their Name, Last Name,
and Time in. The grid is sorted by Time In by default. A pick list is available to
search for specific employee. Once a Clock In record, has a corresponding Clock
Out record, it is removed from the grid.
Do Not Allow Employees to If this option is checked and an employee is task clocked in to a task, upon clocking
Task Clock In to Multiple Tasks into another task, the system will automatically task clock out of the previous
record and will populate the time out in TA_LABOR.TIME_OUT with the current
time of clocking into the new task.
If it is not checked employees can clock into multiple tasks.
Do Not Require TA Clock In If this is checked employees will not be required to punch into the Time Clock prior
before Task Clock In to punching into the Task Clock. This applies wherever an employee can clock into
a task: IQClock, ShopData, AssyData, and RTStation.

Edit via supervisor hierarchy With this option checked when a user enters Clock In/Out Maintenance the list will
automatically filter and show only employees which report directly to them. If it is
not checked all employees will display, but the list can be manually filtered by
clicking on the Employees/Supervisors button. The supervisor hierarchy is set up in
Employee Maintenance on the Misc. tab using the Supervisor check box and
Employee Supervisor fields.
Note: Supervisors must also have the pay group(s), that are associated to the
employees they are the supervisor of, assigned to them in Security Inspector.
Note: If the IQMS user is not a supervisor they are sill allowed access to Time and
Attendance forms, without any employee information, in order to establish
security.
Enable Final Assembly In/Out This is the Global setting for enabling the Final Assembly speed button on all work
(Global) stations. When enabled, IQ_Clock and Clock In/Out screens will have access to the
Final Assembly speed button on all work stations.
Enable Final Assembly In/Out This enables the Final Assembly speed button for an individual work station. For
(Local) IQClock standalone, hit the Alt-shift-P keys. A pop up will appear with this
parameter ‘Enable Final Assembly (Local)’. To disable the task clock hit the Alt-
shift-P keys and un-check the option. Enabling or disabling from System
Parameters will also enable or disable the option in the shift-alt-p menu on the
Clock In/Out screen and vice versa.
Enable Task Clock In/Out This is the Global setting for enabling the task clock. If you enable Task Clock In/Out
(Global) when an employee clocks in to work the Task clock will automatically come up for
them to clock into a particular task.
Enable Task Clock In/Out This enables the task clock for an individual work station. For IQClock standalone,
(Local) hit the Alt-shift-P keys. A pop up will appear with this parameter ‘Enable Task Clock
in/out (Local)’. Check the option and you will see a small clock icon appear on the
screen. This will allow the user to clock into and out of tasks. To disable the task
clock hit the Alt-shift-P keys and un-check the option.
Mask Badge #/Emp # when If checked this will hide the badge or employee number when the employee is
Clocking I/O clocking in or out of Time & Attendance or in Shop Data.
Prevent Users from Clock If a value is entered for this option, when a user clocks In/Out the system will check
In/Out within x seconds of Last to see if they have already done so within the parameter time. If so the user will
Clock In/Out receive the error ‘Invalid interval between Clock IN/OUTs’. The error has an OK
button, but will go away after 5 seconds if the user does not have an input device.
The system will clear the previously entered badge/employee number from the
field in order to prevent users from having Clock in/out records with blank seconds.
NOTE: This parameter defaults to null and will not change how the software
functions currently.
Prompt Setup Clock In for If this option is checked, for all Mfg types except ASSY1/ASSY2/ASSY3, when the
Work Orders employee select a work order (WO), the system will pop up a confirmation asking
‘Clock In as Setup?’ with Yes/No buttons (defaults on the No button).
 If No is selected, the employee will be clocked in as usual.
 If Yes is selected, the system will clock in the employee and mark
TA_LABOR.IS_SETUP = Y.

Require Percent Complete for If this is checked when an employee clocks out of a TL task they will be required to
Project Tasks enter a percent complete.
Separate Pick lists for Projects With this checked, when an employee clocks into a TL, PM, AS, WO for ASSY, or JS
and Tasks type task they will first see the Project or work order pick list. Once a record is
selected a pick list of tasks or processes associated to that record will appear. If this
option is not checked only one pick list will appear containing both project and task
information for all projects.
Note: If this option is unchecked, when clocking into a TL, PM, WO, or JS type task
users that are not certified for the job/process will be able to log into certified
processes through Time and Attendance Task Clock. Employees will receive the
error if they are not certified when clocking into an AS type task because this
setting does not apply as the system does not bring up the pick list. This also
applies to Line Clearance required feature in AssemblyData.
Supervisor may not edit own With this option checked the supervisor cannot insert, edit, or delete clock in and
Timecard out details on their own record. If they try to make a change, a message pop
message appears stating, ‘Editing own timecard is not allowed.’ Note: This does not
impact the employee portal feature where employees sign off on their timecard,
that function is still allowed.
Supervisor must approve When this option is checked the system will only include approved clock in and
Timecards outs in Time and Attendance Prepost Log calculations.
Task Class is included as a If the ‘Default to Select Task on Task Clock In’ option is checked then this option
prefix to the task barcode also becomes available. If it is checked, a single barcode can be used to put in the
WO Class then the WO # all in one scan. After accepting the task scan, the system
will parse the scan and apply the task prefix so the correct pick list will appear.
Time allowed on task clock in This option helps to prevent the task time for employees who clock into a task
before shift change (in early and just prior to shift change from being shown on the incorrect production
minutes) shift. Enter the value in minutes for the time an employee is allowed to clock in
early before a shift change. When the shift does change, the posted task time will
be posted to that shift. Before the shift change, any tasks clock in times that may
have been indicated with a ‘Y’ for the CLOCK_IN_EARLY column, will be converted
to a ’N’ at shift change so that the task time will be reported for that shift (after
being calculated/posted for that shift prior to shift change).
Time before automatically This is used to indicate the number of seconds the punch clock confirmation form
closing touch-screen message will display indicating whether an employee punched in or out. Default time is zero
box (in seconds) as a global option.
Use Badge # for Clock I/O This allows the employee to log in to Time and Attendance or clock in/out through
Shop Data using a badge number instead of the employee code.
Use fingerprint for Clock In/Out This feature is obsolete.

Please refer to the Time and Attendance Input Device Information TechNote.

ShopData Modules
Time Clock
The Time Clock is used to keep track of employees’ time. Clock in simply by entering employee ID
number in the field, or hit the enter key or the Search button and the employee pick list will appear.
Clocking in can also be done with a barcode scanner or magnetic card reader.

If the Time and Attendance System Parameter 'Display Who is clocked in' is checked a grid will display the
employees that are currently clocked in in the Punch-in Clock module. It displays their Name, Last Name,
and Time in. The grid is sorted by Time In by default. A pick list is available to search for specific
employee. Once a Clock In record, has a corresponding Clock Out record, it is removed from the grid.
Once an employee number is entered or selected from the pick list the employee is now punched in. The
next time that employee is selected the time clock will assume it is an out punch, and clock the
employee out.
If the parameter is set to automatically display the Task Clock when an employee punches in it will
display after the employee is selected. The employee can enter the task(s) they are working on. The Task
Clock is used to keep track of the task or work order that an employee has worked on. An employee can
log into the time clock and then log into a particular task or tasks from the Task Clock. This information
then gets posted to the appropriate work order. This information builds the actual labor costs associated
with individual work orders.

From this screen the employee clicks on the drop down menu to choose what type of task they want to
log into. The task choices are manufacturing Work Orders, MRO task (PM), Project Manager (TL) task,
Sales Order, Job Shop, User Defined task, a Return and Repair work order, a work center, or a MRB work
order. The Key Pad button may be used to enter a specific work order number or use the Search button
to bring up a pick list of work orders. Once a work order is chosen press the enter key. An employee may
be logged into one task or several tasks at once.
Employees can enter a Note related to the task in the Note field. Select the keyboard button to bring up
the keyboard form to enter a note. Depending on the task reported, the note will be displayed on the
labor record for that task.
At the end of the shift the employee again enters their ID number or chooses their name from the pick
list to clock out. To clock out of a particular task, highlight the clock out column and depress the enter
key, a dialog box will appear asking you to confirm clocking out of the task - Yes or No. Users can also re-
key the task number and press OK to clock out. Depending on the settings for the manufacturing type
the user may be prompted to disposition items when clocking out. Please see the Floor Disposition for
specific Manufacturing Types section below for more information.
The Enable Task Clock In/Out (local and global) option is in Sys Setup->System Parameters->Time &
Attendance tab.
For more information on the Time Clock and Task Clock please refer to the Time and Attendance help
file.
RT Scan to Inventory

RT Scan to Inventory moves manufactured items from production to inventory using the label's serial
number. Users can disposition labels after having archived and deleted the Work Order. An entry in the
production report's Floor Dispo Qty field is also created. By default, it is through the production
reporting process that the raw material dispositions take place based on work center cycles.
There are two Scanned Serial Option settings in ShopData Configuration (accessed from the Options
menu) under the Advanced tab that effect how this will function:
 Prompt for quantity - If checked and a 'carriage return' is submitted with the scan, then the operator
will be allowed to enter a quantity. If unchecked and a 'carriage return' is submitted with the scan,
then the default quantity from the label will be retrieved and the disposition process will begin.
 Allow non-production scan - If this is selected the user will be able to scan non-production items
using the RT Scan to Inv option. Boxes dispositioned to a pallet this way will not be picked up for
backflushing - no components will be taken out of inventory. If it is not selected only items currently
running or in unprocessed production reports will be able to be dispositioned. If a user tries to
disposition an item not running they will get an error message: 'Non-production scan! Please try
again.'
Select the RT Scan to Inventory button to access this module.

If the 'Prompt for Badge #' Control is set to Yes in the ShopData Configuration when the user first
accesses this module the system will Prompt for the Badge #. As transactions are entered the system will
populate the BADGENO field in TRANSLOG.
Follow the steps below to scan items into inventory:
 Scan/enter the item number. A keyboard button is available for data entry if required.
 Select the Apply button or enter (carriage return).
 If the prompt for quantity option is checked the default quantity will display but the user can
scan/enter a different quantity to be dispositioned into inventory. Clear and Keypad buttons
can be used to make an entry in the quantity field.
 Select the Disposition Amount button. If the serial number is a duplicate the user will receive
and error stating, 'Error! Duplicate scan or Partial Disabled'.
Note: When the prompt for quantity option is not checked and the user enters a 'carriage return' rather
than selecting the apply button the item will be dispositioned into inventory immediately, they will not
have to press the Disposition Amount button.
 Options: Current Shift Only - This allows operators to specify “Current Shift Only” or not. Select
this button to toggle it from Off to On and vice versa. If it is set to On only items associated
to the current shift can be scanned into inventory. If it is off users can disposition items for
any un-opened production report. A pick list of un-opened reports will display to choose
from. This setting will be remembered in the registry.

Note: When using RT Scan to Inventory through ShopData the system will not require a Trans Code even
if the Trans Code Mandatory option is checked in Inventory Parameters.
Consumed Materials
If the Inventory->Additional tab option 'RF/ShopData Backflush by Serial' is checked on a consumed item
and the the ‘Auto Backflush on RT Scan to Inventory’ is checked in Production Reporting->Parameters,
users will be prompted to scan serial numbers for the materials that will be backflushed. This applies to
Serialized Inventory Control (SIC) items as well as Non-SIC items. The Consumed Materials screen will
appear to select serials to backflush.

The left side will list the materials required and includes fields for Quantity Required, Quantity Scanned,
Scan Count, and Balance.
Select the + button at the top right and select the label(s) from the Labels Linked to Inventory Item form.
From the Consumed Materials form there are additional options:

 Repack - Select this button to repack the highlighted label. Enter the quantity of the new label and
optionally reprint the label by selecting Yes from the pop up message. The new label will be listed
with the entered quantity and the original label will be reduced by the new label's quantity.
 Clear List - Select this button to clear the list of labels. A confirm message will appear, 'Clear scanned
serials for Item # xxx'. Select Yes to continue or No to return to the form with no changes. Single
labels can be removed from the list of serials by selecting the minus button.
Note: When the quantity scanned is not in balance with the Quantity Required, users receive an error,
"The total relieved quantity (xx.xx) must equal the quantity (yy.yy) of backflushed materials. Please check
the quantity values". The user must balance the transaction by adding/removing serial numbers using
the repack option, or manually cancel it.

Floor Disposition

The Floor Disposition module is used to floor disposition manufactured items into inventory or
disposition raw material out of inventory. There are two options available: Dispo In which will disposition
the manufactured items into inventory and potentially automatically backflush components; and Dispo
Out which enables users to enter raw material usage.
With the Dispo In option the user has the ability to add parts to inventory prior to a shift change and
affect the production report. Floor dispositions are useful in maintaining good inventory flow by moving
material directly from production into inventory before shipping. Any parts added to inventory using this
method will automatically become a part of the shift production report, but will be shown in the
production report as having been floor dispositioned. This eliminates any double counting of production.
The system may also automatically disposition raw materials, labor, and overhead based on standard
when items are floor dispositioned depending on the system settings.
NOTE: If the backflush materials box in inventory is not checked, the program will only automatically
backflush if the shift is currently running and the ‘Auto Backflush on RT Scan to Inventory’ is checked in
Production Reporting->Parameters. If it is a past shift, then only if the ‘Backflush Materials’ is checked
will the program backflush raw materials. If the backflush materials box is not checked, dispositioning to
a prior shift will not backflush materials. If the ‘Auto Backflush on RT Scan to Inventory’ is not checked in
Production Reporting->Parameters, then there is no backflush of the attached components regardless of
whether the Inventory backflush option is checked or not. (Please see the flowchart below for more
information).
During dispositions, when backflushing from the production report, the program will look for the
quantity already backflushed and backflush the difference (qty to backflush - floor backflushed).
Backflush Flowchart

The following figure shows the Floor Disposition screen:

The Production Date and Shift grid initially shows only jobs for the current production date, shift and work
center.
Floor Disposition Steps

 Select Work Center – Select the work center the parts were manufactured on. If the correct
work center is not displayed and the user has rights to change the work center, select the
correct one using the Search or navigator buttons.
 Select the correct Production Date and Shift – Select the Current or Finished button then highlight
the desired shift from the list. This list is filtered based on the work center selected at the
top of the screen. Users can also use the Search button to bring up a pick list of shifts.
 Current Shift - The Current Shift is the shift currently running. With this selected only the current
production date and shift information for the selected work center is displayed.
 Finished Shift – Finished Shifts are those that are in the past and have not had a Production
Report opened yet for them. With this selected all finished shifts will be displayed. Users can
enter Floor Disposition information for a shift until a production report is opened for the
date/shift. (Finished Shifts will be in this list as long as the shift is on the New tab in production
reporting).
 Select Inventory Item – Select the Inventory Item button. This will display the items
manufactured on the selected work center for the selected date/shift. If more than one item
was manufactured or more than one lot number, highlight the correct one.

 Select one of the Dispo options. Only one of the buttons can be down at a time. (The
selection is remembered in the registry).
 Dispo In - This will disposition the manufactured items into inventory and potentially automatically
backflush components as described above in the Backflush Flowchart.
 Dispo Out - This option enables users to enter the raw material usage. When this is selected the next
screen will list the materials involved based on the BOM or the work order hard allocation.
Dispo In
 If the item is a Serialized Item a list of serial numbers (labels) will appear for the user to
select from. Select the serial number(s) to be floor dispositioned and press next. If the user
attempts to disposition a different quantity than what is on the label a warning will appear
stating: “This is a serialized inventory controlled item - total qty must match total labels qty
xxx.”
 Select the Location to disposition items to – This will display the list of locations currently
associated with the selected item. Select the Location from the list. The locations are color
coded: Green = Default In location for Work Center; Yellow = Default Auto Disposition
Designator; White = No default designator.
 If the current work center has a dispo designator IN location set then it displays as a default location,
even when this location does not currently exist for the item being dispositioned.
 If the work center does not have a dispo designator IN location set, then the user will see the + to
insert a new location. Select the + button in the navigator bar to create a new location. A pick list of
Master Locations will appear from which the user can select the desired one. Highlight the correct
location on the pick list, enter a Lot number if desired, and press Select. The new location will now
appear in the location list for the item. The user can also select the location by lot number. To do this
select the Current Lot # button and the location which corresponds to the lot number associated to
the item will automatically be highlighted. If the option to use the work order number as the FG lot #
is selected in scheduling parameters, that number will automatically fill in the lot number field.
(Note: Locations cannot not be deleted from here).
 If the item has a location that is marked as a floor disposition designator (shows in yellow), and the
user chooses or adds a different location to floor dispo the parts into, the system will prompt the
user and ask if they want to make this location also a Disposition designated location.
 Enter the lot number or select the Use Current Lot # button to populate the lot number with
the one currently associated to the BOM.
 Enter the Quantity to Disposition – Be sure the correct location is highlighted then enter the
amount to disposition in the Quantity field. Type the value using the keyboard or use select
the Show Keypad button to bring up the number keypad which can be utilized with a touch
screen or mouse. Note: With the work center checked for RT Server, the RealTime Server
not signaled, and Floor Backflushed is checked, the Backflush Materials will be flagged to
ON. Otherwise it will always display off. This does not mean that backflushing will not take
place. Please see the Backflush Materials section for more information on when backflushing
will occur.

 Primary Material Usage - If the work center has the 'Floor Actual Material Usage' option
checked the user can enter the actual quantity of the primary material that was used. This
will either replace the calculated material usage in the production report or add to it based
on the 'Add Floor Disposition Out Qty to Calculated Usage' setting for the Mfg Type. If this
parameter is checked the out disposition quantity will be added to the calculated material
usage during production reporting by shift. A separate line for the material for the quantity
entered will display in the Materials Involved section of the Production Disposition form. If it
is not checked it will replace the calculated material usage in the production report. In
Production Reporting, during the “Recalculate Material Used” process, the system will
replace the calculated material usage with the actual usage so that the
MATPROD.TOT_MAT_QTY field will populate with MATPROD_ACTUAL_USE.ACT_QTY. Users
can create reports to compare the actual quantity to the standard quantity using the values
in the MATPROD table. Note: You must have Backflush Materials checked on the
Manufacturing tab in Inventory for the manufactured item, and Auto-Backflush on RT Scan
to Inventory un-checked in Production Reporting parameters. Having Auto-Backflush on RT
Scan to Inventory checked can lead to double-dispositioning of raw material. Note: The
system will use the BOM standard calculation if no value is entered for 'Primary Material
Usage'.
 Disposition – Select the Disposition button and the parts will be added into inventory. The
transaction date will be the date of production (not the disposition date). This prevents
mismatched dispositions in Post Inventory Transactions.
Backflush Materials:
For items floor dispositioned for a current shift raw materials will automatically be backflushed if the
‘Auto Backflush on RT Scan to Inventory’ is checked in Production Reporting->Parameters, regardless of
whether the ‘Backflush Materials’ option is checked (Inventory->Manufacturing tab).
If items are floor dispositioned for a previous shift raw materials will only be backflushed if the Backflush
Materials box is checked for the item. If the box is not checked in inventory, raw materials will not be
backflushed automatically. They will be removed during production reporting instead. (See the Backflush
Flow Chart above for more information on backflushing).
users will be prompted to scan serial numbers for the materials that will be backflushed. This applies to
Serialized Inventory Control (SIC) items as well as Non-SIC items. The Consumed Materials screen will
appear to select serials to backflush.


When dispositioning from the production report, the program will look for the quantity already
backflushed and backflush the difference (qty to backflush - floor backflushed).
Dispo Out
This allows users to disposition raw materials/components on a work order. The screen will list the
materials involved based on the BOM or the work order hard allocation. Users can also disposition
manufactured items (i.e. Rework) by manually adding them to the disposition out screen.
Item
Item #, Items Description, and Class.
Information
Part Per This comes from either the WO Hard Allocation or the BOM.
Kind This is either Primary Material or Component.
This is the column that they enter the amount to consume in this session. The Consumed
Consumed
amount will be added to XMATPROD_ACTUAL_USE.ACT_QTY.
Total This is the amount that has been consumed against this item in a previous session (based on
Consumed the DAYPART_ID+ARINVT_ID). (This value comes from XMATPROD_ACTUAL_USE.ACT_QTY).
Process This will either be “Attached Components” or “Attached Packaging” and comes from either the
Description BOM or WO Hard Allocation.

From the Floor Disposition Out screen select the ellipsis button in the Consumed field to enter the
quantity of the item that was consumed. Do this for all the applicable items. Select the Disposition
Amount button to record the entry. The values entered here will carry over to the Production Report like
it does with the 'Floor Actual Material Usage' option mentioned above. When a blend is involved and if
one of the blend components is also attached as a component, each will appear on the production
report on it's own line. During the 'Recalculate Material Used' process in production reporting, the
system will replace the calculated material usage with the actual usage entered using the Floor
Disposition Out option.
Add Materials - Users can select the plus icon to add a component that is not on the BOM. The inventory
pick list will display to select an item.
Hard Allocated
When Materials Involved are Hard Alloc Based, a 'Hard Allocations' button is available. This brings up a
touchscreen version of the Work Orders->Material Allocation screen. If a different item is added in the
Hard Allocations screen (non-Standard), that item is then added to the Floor Disposition Out screen for
dispositioning.

See the Material Allocation section below for more information. This is the section from the Work Order
manual so the screen shots will be slightly different. Also there are some slight differences such as in
Shop Data there are no right click options.
Serialized Inventory Control Items:
Users can scan or select specific labels to disposition for Serialized Inventory Control items (SIC). For an
SIC item when the user clicks on the ellipsis button the 'Select from Labels Linked to Inventory Item' will
display, with the focus on the Serial # field, instead of the keypad. Scanning a serial number into the
Filter by Serial # field strips the prefix so that the filter will find the scanned serial number correctly.

If the work center has a dispo OUT location setup, the list of the items serial numbers that are in the
work center’s dispo OUT location will display. If there are no serial #’s in the dispo OUT location, select
the ‘All Serials’ button to view all the serial numbers. If the work center does not have a dispo OUT
location, the system will display a list of all serial numbers.
A serial number can be scanned and the system will locate the serial number in the grid, and it will be
applied (the system emulates the OK button click). (If a serial number does not exist it will just bring up a
blank screen). Or users can use the Search button to access the pick list of serial numbers to find a
specific record. The Apply Filter button will load the serial number(s) in the form based on the filter
setting (by Serial # or All Serials). Select the Eraser button to clear the Filter by Serial # field. There is also
a Keyboard button to allow users to type information.
Select the serial number(s) to be dispositioned using the toggle buttons. Once the serial number(s) have
been selected click the OK button to record the entry. Just like with non-SIC items, the values entered
here will carry over to the Production Report, however note that the actual inventory transaction takes
place for SIC items during the Dispo Out transaction, rather than in the resulting Production Report
disposition as is the case with non-SIC items..
Adjusting total consumed for SIC items
If an error was made for the consumed quantity for a SIC item, adjustments can be made by pressing the
ellipsis button in the 'Total Consumed' field. The user will select a serial number to either un-dispo or
repack and transact the repacked serial number back to inventory. A pick list will appear displaying the
consumed serial numbers. After selecting a serial, the 'Repack Consumed Item' form will appear:

Return to Inventory - Select this button to return the quantity consumed associated to the serial number
back to inventory. A pop up will display asking the user if they wish to reprint the label.
Repack Quantity - Select the ellipsis button next to the Repack Qty field. Enter the quantity on the keypad
to be repacked (returned to inventory). Select the Return to Inventory button, and select whether to
reprint the label or not. The total consumed will be reduced by the amount repacked. The repacked label
is displayed in the available to consume labels immediately.
Zero Quantity - This can be used if a Serialized Inventory Control (SIC) component label needs to be
specified, but the quantity used is zero. Select the SN as normal and then click the Zero Quantity button.
The zero quantity transaction will flow into the resulting Production Report as a zero quantity
transaction for the component.
Floor Disposition for specific Manufacturing Types

Parameters can be set to have the floor disposition option automatically appear when a user clocks out
of a task. This option is based on specific Manufacturing Types.
To set this feature up the user must check the Backflush on Clock Out option on the Manufacturing
Types form (Sys Setup->System Parameters->Lists->Manufacturing Types->General tab).

Backflush on Clock Out - If this option is checked when the user clocks out of a task they will be
prompted with the Floor Disposition screen. From the floor disposition screen the user can enter the
quantity of parts produced while clocked in to the task. The quantity reported will populate the Good
Parts field in the Task Clock In/Out Maintenance screen.
Non RT Backflush - If the Floor Dispo on Clock Out option is checked the Non RT Backflush option
becomes available. With both the Floor Dispo and the Non RT Backflush checked when the user clocks
out of a task they will be prompted to disposition parts from the work order they clocked out of and
backflush components. This backflush is not tied to the production report. The transactions are made in
inventory and tied to the labor record.
 Enter the number of Good Parts and Lot #. The Scan Serial button will allow the user to
scan a serial number or add an existing label to disposition. Select the Print Label button to
access the label screen to enter the label information. The Box Quantity will populate with
the quantity of Good Parts.
Note: It is not required that the user enter a value in the Good parts field. This form can be uses to just
enter rejects or print label.

Users can also enter Rejects for components or the manufactured item by selecting one of the Reject
buttons at the top of the Report Production screen. See the Rejects section for details.
Material Allocation
Once a work order has been marked Firm material can be hard allocated to the work order. Select
the Material Allocation speed button and the Allocated Materials form will appear:

The top section displays the BOM tree view. It includes the basic item information such as item number,
item description, UOM, quantity required, and on hand. In Inventory->Additional tab there is a field
'Hard Allocation Decimal Rounding'. If the field is 0 or greater, in the Qty field, the quantity for the
inventory will be rounded to the nearest number based on this value. If this field is null it will round out
up to six decimals depending on the actual quantity required. Note: This is not applicable for Serialized
Inventory Control items (SIC). The full quantity of serial(s) selected are hard-allocated regardless of this
setting.
There are also three additional fields; Substitute, Kind and Attribute.
 The Substitute check box will be checked if the material is manually added as a substitute, or if using
the 'Alternate Item# Applied to Work Order Allocation' feature where users can substitute alternate
items from material exceptions for specific work orders.
 The Kind field describes the type of item it is such as Top Item, Primary Material, Components, or
Blend.
 The Attribute field will display Blend or Blended at Work Center depending on the type of blend. Any
Blends that are blended at the work center will be indented and the attribute for the components of
the blend will display as Blend Component. The line item for a top item (the manufactured item) and
any item with ‘Blended at work center’ as an attribute will be gray and they cannot be selected for
hard allocation.
Consume All - This option is only available for ASSY1, 2 and 3 Mfg Types. If checked, during Labor
Reporting in ASSY1 or 2, or in Final Assembly in ASSY3, the system does not calculate usage, only the
hard allocated amount is removed regardless of BOM parts per on the item. If the component does not
have any hard allocated it will be skipped.
For blends created as a Generic BOM (Phantoms) the manufactured item will display as the primary
material and the components will also display (they will be indented). The phantom item Qty to Allocate
will be zero but users are allowed to allocate it. The parts per for the phantom's components are based
on the Parts Per of the phantom and the phantoms Parts Per to the parent item. Allocations can be made
for the components of a phantom item.
For Compound and MBATCH MFG Types the top section will include a column for Total Material Allocated
and Total Percent. The Total Material Allocated is populated for the manufactured item with the total
quantity hard allocated on the work order from the Total Allocated column. The Total Percent is the sum
of items (not packaging) specified to be allocated in the Percent field for Compound, or the Parts Per
field for MBATCH (the system adds the top level (some might be blends) parts per and multiplies by 100
to get the Total Percent). If the Total Percent for each TOP ITEM is not 100 a warning will appear, and the
user must correct it. If the allocated materials have been adjusted, and are under or over, when closing
the form a warning will appear stating, 'You have under/over-allocated material. Would you like to
recalculate the Percent and Parts Per columns based on the Total Allocated?' Selecting Yes will ensure
that when reporting a partial of a work order through PRW that the correct quantity of materials are
removed from inventory during disposition. There is also a button (lightening bolt) that will perform this
function.
Notes:

When changing material or adding components to a substitute mfg #, the user must recalculate the hard
allocation requirements.
After adding/substituting material in the hard allocate screen and running update schedule, update
schedule will calculate any material exceptions for the added/substituted material.
Adding/substituting material for Assy1/2/3 is not recommended through Hard Allocation because the
item is not produced at the process level. It is recommended to use Substitute Boms.
The bottom left section will display any materials that have been hard allocated and the existing location
information such as lot number and on hand.
The bottom right section displays the items inventory locations and details. Locations that are already
hard allocated will be highlighted aqua blue; MTO will be lavender, and Expired locations will be red.
Non-conform locations that are marked 'Allocatable' will be included in the location list.
Substitute Material for Hard Allocation

The Hard Allocation screen defaults to the items and quantities required to manufacture the product
based on the BOM. Substitutions and additions can be made from the Hard Allocation form.
Add Item - To add an item to allocate either select the Insert (+) button or right click and select 'Add Item
to Allocate'. The Select Substitute screen will appear:

To choose a substitute from inventory select the ellipsis button in the Item # field and a pick list of all
master inventory items will appear to chose the item from. To choose from the list of Alternate Items,
first depress the 'Use Alternate Items List' button and then select the ellipsis button in the Item # field.
Only the items that have been set up as alternates for the default item will appear in the list. The
Consumption Type will default to Unknown or N/A but can be changed to Primary Material or
Process/Operation by checking the appropriate box. If Primary Material is selected the Kind field on the
main Allocated Materials screen will display Primary Material, if Process/Operation is selected the Kind
field will be Component. Once an item is added, enter the 'Parts Per' field and the system will
automatically calculate the 'Qty' to allocate field. (The parts per defaults to one). The added item will
have the Substitute box checked and will display in blue text.
Remove Item - To remove an item from the Allocated Material list, select the delete (-) button.
Recalculate Hard Allocation requirements

Select the calculator button at the top of the form to recalculate the BOM tree and hard allocation
requirements, and cancel any existing hard allocations.
Note: If deletions or additions were made to the materials, when the user recalculates the requirements,
the system will add back any items that were removed if they are from the BOM. The items that were
added manually will still remain in the hard allocated screen.
Note: Before allocating material, the ‘Recalculate Hard Allocation Requirements’ needs to be run when:
 Using a substitute BOM
 Changing the MFG # on the work order
 Changing the quantity on the work order
 Any combination of the above.
Inventory Locations
There are two tabs in the Inventory Locations section (note the tab the user is focused on is remembered
in the registry):
 Trans Locations - For users with the Advanced WMS license this tab will display the location to use
based on the Inventory Transaction Location Plan. This tab can also be used to designate a specific
location manually and then use the 'Allocate All Locations' feature (described below).
 All Locations - This tab will display all the locations associated to the highlighted item. It will not list
non-conforming locations unless they are marked 'Allocatable'.
Allocate Materials from All Locations tab
To hard allocate a material from the 'All Locations' tab, highlight the material in the top section and
select the arrow left button in the lower section. A form displaying the existing locations associated to
the item will display. (New locations cannot be created). Expired items will display in red, Hard Allocated
displays aqua blue, and MTO lavender, so users can differentiate the locations. The inventory locations
grid can be filtered by clicking the 'Filter dataset' button. The filter setting will carry over to the Allocate
Material form as well. For example, if the locations grid is filtered for a specific location, the Allocate
Material form will also only display that location.

The Qty to Allocate field will display the calculated requirements for the item. In Inventory->Additional
tab there is a field 'Hard Allocation Decimal Rounding'. If the field is 0 or greater, in the Qty to Allocate
field, the quantity for the inventory will be rounded to the nearest number based on this value. If this
field is null it will round out up to six decimals depending on the actual quantity required. Note: This is
not applicable for Serialized Inventory Control items (SIC). The full quantity of serial(s) selected are hard-
allocated regardless of this setting.
Highlight a location/lot to allocate the material from and enter the quantity to allocate or leave it to the
calculated value. Press OK to allocate the material. Multiple locations can be hard allocated. If the entire
calculated portion is not hard allocated with the first selected location, the user can select the arrow left
button again and the Qty to Allocate form will display the remainder to be allocated. Select a location
and press OK to allocate the rest of the material. If the user attempts to exit the hard allocation screen
before allocating all materials a warning will appear stating. “Not all of the required materials have been
allocated in full. Would you like to correct it now?”. Select Yes or No to continue.
A move transaction takes place that moves the calculated or user modified quantity to the new location
and a new fgmulti row is added with all of the same information as the chosen location (such as lot
number). The WO # field in the transaction log will be populated with the work order the material was
allocated to. The location in Inventory->Transactions and Locations will be marked in blue and the work
order it has been allocated to will display in the Hard Allocated field. The hard allocated locations are
"locked down" in the inventory module. The only out transactions that are allowed must be for the
designated work order. And the following rules apply to inventory moves for hard allocated locations:
When moving from a hard allocated location to:

 Another hard allocated location associated with the same work order, a regular move is executed.
 Another hard allocated location associated with a different work order, a new location is created. (In
the same manner as when lot #’s do not match).
 Any non hard allocated location, a new location is created like when lot #’s do not match.
When moving from a non hard allocated location to:
 A hard allocated location an error is raised.
 Any non hard allocated location, a regular move is executed.
If the user attempts to hard allocate to a 'No Backflush' location a message will display: 'Unable to hard
allocate to a No Backflush location'. Select OK and choose another location.
If the Qty to Allocate is manually changed to a different value than what is calculated, the only time the
system will use that value is in Production Reporting by Work Order and only when the 'WO Completed'
option is checked. For other transactions, such as a manual transaction, the system will use the Parts Per
in the Hard Allocation instead of the Parts Per in the BOM.
For Serialized Inventory Control items the system will perform another check of the current serial status
in inventory when the user clicks the OK button to complete the material allocation. If the serial status
has changed (e.g. location or quantity), a message will surface stating, 'The Location(s) associated to the
label(s) in this transaction are no longer current - operation aborted'.
Allocate Materials from Trans Locations tab - Allocate All Options

For users with the Advanced WMS license: To hard allocate a material from the 'Trans Locations' tab,
highlight the material in the top section. For Advanced WMS users select the 'Trans Location Plan' button
to calculate the location plan. The calculated locations will populate on the Trans Locations tab. For non
Advanced WMS users or to manually select location(s) select the Insert (+) button on the Trans Locations
tab. A pick list of locations (FGMULTI locations) associated to the item will appear to add to the Trans
Locations tab. Multiple locations can be selected and users can edit the Qty field. Modifications are
saved when the user leaves the hard allocation form and goes back in at a later time.
Once locations for all of the items have been selected choose an allocation option from the drop down
list on the Allocate All speed button .
 Allocate All Locations - When this is selected, the system will hard allocate all the
material/components/pkg/etc based on the Trans Locations tab. If the item is a Serialized Inventory
Control (SIC) item, the user will see the Linked Labels form to select the serial(s).
 Allocate and Move to Dispo Location - When this is selected, the system will hard allocate all the
material/components/pkg/etc based on the Trans Locations tab. If the item is a SIC item, the user
will see the Linked Labels form to select the serial(s). The hierarchy is:
1. Staging Location beneath the Trans Location grid
2. Work Center Dispo Out location
3. Mfg Cell Dispo. Location
4. The selected location(s) under the Trans Location grid

Note: When adding a Trans Location, if the Transaction Plan is not in place for the work order,
consumed material and the master location, a warning message will surface: "Could not add record.
Record not found in v_inv_trans_plan [source = 'WORKORDER_BOM', source id = xxxx]." A Transaction
Plan must be in place before a location can be added.
Note: When material has been allocated to a work order through an Inventory Transaction Location Plan,
the allocation is removed and the plan is deleted when the work order is deleted.
Cancel or Edit a Hard Allocation

To cancel or edit a single hard allocation, highlight the line in the lower left section and select the Arrow
right button. Select Yes on the Confirm box. The Allocate Material pop up box will display with the hard
allocated location highlighted.
To Edit the hard allocated location select a different location from the list and select OK. The location
that was added when the item was hard allocated will be toggled back to a non allocated location. And
the new location will be toggled to a hard allocation location for the work order.
To Cancel the hard allocation, select Cancel from the Allocate Material box. The location that was added
when the item was hard allocated will be toggled back to a non allocated location. No transactions will
occur.
Right Click Options

From the top section the user can right click and select:
 Add Item to Allocate- Opens the Select Substitute screen to add an item (described above).
 Jump to Inventory
 Item Transaction Log
Speed Buttons
Recalculate Hard Allocation Requirements - Select the calculator button at the top of the form to
recalculate the BOM tree and hard allocation requirements, and cancel any existing hard allocations.
Advanced Filter - The locations displayed can be filtered based on Warehouse/Division or Work Zone
Locations by selecting the Advanced Filter button at the top of the Material Allocation form .

 None will display all of the item's locations.
 Warehouse/Division - To filter for only locations associated to a specific Warehouse/Division, select
Warehouse/Division and then select one from the pick list accessed by clicking on the ellipsis button.
 Work Zone Locations - Select Work Zone Locations to filter the locations based on locations that are
associated to the work zone(s) the logged in user is associated to.
The filter setting is remembered in the registry.
Trans Location Plan - This will only be visible for users with the Advanced WMS license. This will calculate
the location plan based on the established inventory transaction rules.
Directed Staging Report - This will print the Directed Staging Report. This report will list the Transaction
Locations for each raw material from the ‘Trans Locations’ tab on the location plan. The report is
assigned on the System Parameters->Reports and Forms tab. The default report is called
direct_staging.rpt.
Allocate All - This button accesses the two allocate all options described above.
Dispositioning against hard allocated locations.

Any disposition/backflush that knows what the work order is, will consume the hard allocated
location(s). If there is not enough on hand in a hard allocated location the system will look for another
hard allocated location for the same work order. If none are found the hard allocated location will be
driven negative. If the location is brought to zero and the 'Delete Empty Locations' Inventory Parameter
is checked, it triggers the system to remove the hard allocate/disposition designator status and the
system will delete the location. When ‘Delete Empty Locations’ is turned off the empty hard
allocate/disposition designator location remains, but users can right click to release the hard allocation
and this will also remove the disposition designator status from the location.
Notes:
If an item has been hard allocated on a work order (ex: attached packaging item) and the item is marked
as ‘Exclude Backflush’ on on the BOM Item Details tab, during Production Reporting for this WO, the
item will not being excluded from backflushing.
Hard Allocations can also be viewed, added and edited from the Scheduling module. Select
Requirements->Hard Allocated to WO. See the Hard Allocated to WO Scheduling section for details.
If hard allocating components to a work order that is a family tool, with all items using the same
component, after a partial disposition the Allocated Materials screen from the work order will show
reducing the allocation quantity on only one of the family items. This continues until that item is used up
and then the other items’ allocation are reduced. The end result is a wash, but in the period in between
a partial disposition and complete disposition, when going into the Allocated Materials screen and
exiting, you will get a message saying “Not all of the required materials have been allocated in full.
Would you like to correct it now?”
The 'Components Based On' field on the work order will display BOM unless the components have been
hard allocated. If material has been allocated, deleted, or added it will display 'Hard Allocation'.

If the Option (Work Order->Options menu) 'Release Hard Allocated Material on WO Archive' is checked,
when a WO is archived, the system will release the hard allocation on any remaining material hard
allocated to the work order.

Pallet Builder
The Pallet Builder module allows the user to scan a master label serial #; when scanned and validated
against the currently running work center’s work order, the application will disposition the serial # and
add it to the correct pallet. The disposition reason in translog will be 'Floor Disposition'. This module
supports multiple pallets in the event that a family tool is running and will match the label to the correct
part. Multiple pallets can also be created for a single part.
Setup
A pallet label must be set up so a label will print when the pallet is filled to capacity.
By default BOL Data must be setup for items in order for the system to calculate the correct amount of
parts per package and package per pallet. However if the 'Do Not Force BOL Data' (in ShopData
Configuration->Pallet Builder->Global setting) is set to Yes, the system will look to the setting of the
option Override BOM Information on the inventory item's BOL Data settings. If that setting is checked,
the system will use the information in the BOL Data screen for packaging information in Pallet Builder. If
information.
BOL Data
From the inventory item screen, go to the Inventory item in EnterpriseIQ, open the Options menu and
select ‘BOL Data’. From within BOL Data, enter the appropriate number of Items Per Package and Items
Per Pallet. Items Per Package refers to the number of items in a box, while the Items Per Pallet refers to
the number of total items to a single pallet.

Pallet Builder will use the following calculation to determine the number of boxes per pallet: (Items Per
Pallet / Items Per Package) = # of boxes per pallet
Label
The pallet label used will be the label set in Label Maintenance as a ‘Manufactured’ label type and
‘Pallet’ label kind. In the event that the user has multiple ‘Pallet’ kind labels with specific customers
associated to them, the system will use the customer-specific label if the customer on the label matches
the customer set as the Default Customer on the inventory item. (The Default Customer is set in the
Inventory module Additional tab).
Pallet Builder Settings in ShopData

From the Pallet Builder settings in Configure ShopData there are several options relevant to Pallet
Builder.
Local Settings:
 Printer - Prompt on Pallet Complete - If checked, this will notify the user that the pallet is complete.
If the Auto Print Pallet button is depressed in the pallet Builder module, the application will
automatically prompt the user to print a pallet label as soon as the pallet is completed. The
parameter default is not checked.
 Control
 Warn for Non-Conform Scan - When enabled, this setting will surface an error message popup
immediately after scanning a serial # located in a non-conform location. The message will state,
'Serial # XXXXXXXXX is in a Non-Conforming Location. Would you like to continue?'. If OK is
selected the system will add the scanned serial as normal. If NO is selected the system will
continue building the pallet as normal without losing any previous scans, but it will not include
the non-conform located serial # that was just scanned.
 Dispo on Pallet Complete - This will eliminate individual transactions being made for each scan,
reducing the total number of records in translog. With this setting active, one transaction is done
when the pallet is completed.
 Prompt Pallet Quantity - If the 'Dispo on Pallet Complete' parameter is checked this option will be
available. When checked, a form will surface when selecting the Pallet Complete button allowing
the user to fill in the pallet quantity. It will have the total scanned value, which may be
overridden by the user. The application then takes the quantity entered, divided by the number
of serials, and updates the quantity of each child label prior to dispositioning them all at once.

Global Settings:
 Do Not Force BOL Data - If this is checked, the system will then look to the setting of the option
'Override BOM Information' on the inventory item's BOL Data settings. If that setting is checked, the
system will use the information in the BOL Data screen for packaging information in Pallet Builder. If
information.
 Allow Mixed Lots - When the option is checked, child serials of mixed lots are allowed on a single
pallet. The system follows the same transaction rules as when building mixed lot pallets from
scanners, and ensures child serials added to a pallet have a Lot # when 'Lot # is mandatory' is
selected on the item. Note: When the 'Allow Mixed Pallets' in WMS Profiles is set to Y, and the
system determines that the pallet is mixed, each child label will be dispositioned one at a time to the
correct location/lot. Additionally, when the 'Allow Mixed Lots' Pallet Builder setting is checked and
the pallet is a mixed lot, the pallet label's Lot # will be nulled as soon as the label is entered and the
pallet becomes mixed.
Building Pallets
The following section will discuss the various controls within the Pallet Builder application as well as
instructions for building pallets.
Pallet Builder Controls:

Load Pallet Allows the user to view a pallet that was already created against the work center.
A popup will appear where the user can enter a pallet or case serial #. This can be
used to view the pallet in order to reprint a pallet label.
Pallet Complete If the ‘Auto Print Pallet’ functionality is not activated, the user can click the ‘Pallet
Complete’ button to print a label for the pallet.
Reprint Label This allows the user to reprint the selected pallet label. The user must use the
‘Load Pallet’ button and enter the pallet serial # to view the pallet and reprint the
label.
Auto Print Pallet When this button is depressed, the application will automatically prompt the
user to print a pallet label as soon as the pallet is completed.
Remove Carton Users can select the Remove Carton button to remove the highlighted carton
from the pallet. When this option is selected a popup form will display with three
options:
 Adjust (Out Transaction) - Removes the label from the screen and removes the
item(s) from inventory with a transaction code. A pick list of transaction codes
will appear to choose from.
 Scrap (Out Transaction) - This also removes the label and item from inventory
but with a reject code. The Rejects form will appear to choose a reject code.
 Disassociate (No Inventory Transaction) - This removes only the label with no
transaction. The item remains in inventory.

Get Current BOM When a new work order is added, the Get Current BOM turns red and signals the
user that a new BOM was setup. This button should be toggled when the current
BOM showing in the Items/Pallets section does not match the BOM that’s
currently running in first position in Finite Schedule for the work center. The
system will refresh this button every 15 seconds.
Note: If there are pallets in progress a warning with Yes and No buttons will
display: 'Warning: The current Pallet Builder configuration has pallet(s) in
progress. Do you want to force 'Get Current BOM' and apply the next
configuration? Current Configuration: [ WC#: #, BOM#: xxx, Item#(s):xxx, Next
Configuration: [ WC#: #, BOM#: yyy , Item#(s): yyy'
From within the Pallet Builder module, set the desired ‘Auto Print Pallet’ setting (on or off), and enter
the first serial number into the ‘Scan Serial #’ field and click the ‘Go’ button.
Once the first box serial # is entered, a pallet serial # will be generated as well. The user can continue to
add additional boxes to the pallet utilizing the same method used to enter the first box #.

If the 'Warn for Non-Conform Scan' setting in ShopData Configuration for Pallet Builder is set to Yes, if a
serial number in a non-conform location is scanned an error message will display stating, 'Serial #
XXXXXXXXX is in a Non-Conforming Location. Would you like to continue?'. If Yes is selected the system
will add the scanned serial as normal. If No is selected another message will display, 'Non-Conforming
serial #XXXXXXXXX was prevented from being scanned to the pallet', and the system will continue
building the pallet as normal without losing any previous scans, but it will not include the non-conform
located serial # that was just scanned.
By default if a serial is scanned that does not match the lot number a message will display, 'Serial
#XXXXXXXXX, Lot #yyy, does not match Lot #zzz'. If the 'Allow Mixed Lots' is set to Yes (in ShopData
Configuration->Pallet Builder->Global setting), child serials of mixed lots are allowed on a single pallet.
The system follows the same transaction rules as when building mixed lot pallets from scanners, and
ensures child serials added to a pallet have a Lot # when 'Lot # is mandatory' is selected on the item.
If the 'Use SN Labels to control MTO Dispositions' parameter is checked (System Parameters -> Purchase
Order and Sales Order Setup tab, during Pallet Builder floor dispositions by SN if the
MASTER_LABEL.ORD_DTL_ID is populated the system will lookup the order line item to see if it is marked
MTO. If it is marked MTO the disposition will be processed as an MTO. It will not look at the Work Order
for the MTO designation if this parameter is checked.
Multiple Pallets
Multiple Pallets can be created for a single item. A new pallet can be created by selecting the + button in
the Pallets section. A new tab will display with 'Pallet # Empty'. Serial numbers can then be scanned to
the new pallet and a pallet serial # will be generated.

Additional Pallets can also be loaded to the screen using the Load Pallet button.
An empty pallet can be deleted by selecting the - button. The - button is not available for a pallet with
attached serial #'s.
User Defined Field
Each pallet can have a value populated in the User Defined Field. The name of the User Defined Field can
be set by selecting the right click option 'Define Label Text' and entering text in the New Value field. The
list of selections is created by right clicking on the drop down arrow and selecting 'Edit User Defined List'.
The list can be a drop down or pick list based (where an SQL is assigned).
For example, the pick list based option could be used to allow users to visually identify for whom the
pallet is being loaded. An SQL could be created that would query the CNTR_SCAN_PALLETS and link back
to the work order to display a list of all customers assigned to the releases section of a work order via the
link back through sales orders to customers.
Remove Carton
Users can select the Remove Carton button to remove the highlighted carton from the pallet. When this
option is selected a popup form will display with three options:

 Adjust (Out Transaction) - Removes the label from the screen and removes the item(s) from
inventory with a transaction code. A pick list of transaction codes will appear to choose from.
 Scrap (Out Transaction) - This also removes the label and item from inventory but with a reject code.
The Rejects form will appear to choose a reject code.
 Disassociate (No Inventory Transaction) - This removes only the label with no transaction. The item
remains in inventory.
Pallet Complete
Once the maximum number of boxes has been added to the pallet, an indicator will display on the screen
indicating that the pallet is complete. At this point the user can toggle the ‘Pallet Complete’ button in the
upper left portion of the screen to print a pallet label.

If the ‘Auto Print Pallet’ function was activated, a prompt to print a pallet label will automatically appear
when the user adds the last box to the pallet. If the user does not have the ‘Auto Print Pallet’
functionality enabled, the same prompt will appear when the user toggles the ‘Pallet Complete’ button.
Note: If a family tool is running, Pallet Builder supports multiple pallets. It will match the label to the
correct part when scanned.
RealTime Monitoring - Individual Work Center View

RealTime Monitoring for an individual work center displays the Production Summary for the currently
running job on the selected work center. This displays the same information as the Individual Center Info
screen available in the RealTime module. As you will note, as in RealTime, this data is continually
updated with the latest information. The following figure shows the RealTime Monitoring – Individual
Work Center screen in ShopData:
To view the individual RealTime data for a different machine the user can use the scroll or search
buttons in the top work center navigator bar if enabled. For EPlant users, only the work centers
associated with the EPlant the user is logged into will be available.
Below is a field listing for this screen:
General Job Information

WO # Work Order number.
Customer Shows the customer (and customer number) associated with this work order.
Mfg. # and
This is the manufacturing number and description currently running on the work center.
Description
Work Center #
and Shows the number and description of the work center you are currently viewing.
Description
WO # Work Order number currently running.
Order # This shows the number assigned to identify this order at the time it was opened.
Production Summary
STD Cycle BOM standard cycle time.

Last Cycle Cycle time for the last cycle received.
AVG Cycle Average of the last 50 cycles received.
Cycles To Date How many cycles have been received to date since work order was set up.
Daily Cycles Shows the number of cycles received since the beginning of Shift 1.
Shows the number of cycles received during the shift that the job has been running (i.e. shift
Shift Cycles
1, 2, or 3).
Cycles Req Shows the number of cycles required in order to complete the work order.
The number of cycles remaining to complete the work order.
When jobs are running back to back the day parts are per work order. Cycles Required -
Total Cycles.
This field is Length Left for the Extrusion MFG type and Lbs Left for the EXT2 MFG type
Cycles Left
NOTE: When the Do Not Disposition Partials option is unchecked in Production Reporting
parameters, the cycles left field in RealTime Production Monitor will not take into account
cycles that have been placed on production reports for previous days. The cycles left field
will be calculated based on the current Cycles required – daily cycles. If the Option is
checked, the Cycles Left will be calculated based on the Cycles Required- Cycles to Date.
Shows the cycle efficiency for the entire run. Compared against the Net Cycles/hr field in the
BOM.
Cycle
Effective %. Cycle Effective % is calculated as follows:
((Good Parts / Shift Up Hrs) / (3600 / STD Cycle)) x 100
Shift Up Hours Shows the number of hours that this work center has been running during this shift.
Hours To Go The number of hours remaining to complete the work order.
Shift Down
Number of hours this work center has been down on this shift.
Time
Shows continuous downtime since the last setup.
Example: During the first shift a problem occurred and the press went down. This downtime
Continuously lapsed over into the second shift. Usually when a new shift begins, downtime is set back to
Down zero. Continuous downtime keeps track of the entire time that press was down until it is
brought
back up.
Downtime
The downtime description if applicable.
Description
Next Config #
Shows the next configuration # and description scheduled to this work center. If nothing is
and
scheduled, this field will show down-time.
Description
Next Material Shows the material that will be used in the next work order.
Next Order # Shows the next sales order number in line for production.
Availability OEE Availability percent calculated: (Shift Up Hrs / (Shift Up Hrs + Shift Down Hrs)) * 100
OEE Performance percent calculated: ((Shift Parts / Shift Up Hrs) / (1 / (Std Cycle/Std
Performance
Cav/3600)) * 100

Quality OEE Quality percent calculated: (Shift Good Parts / Shift Parts) * 100
OEE Overall percent calculated: ((Availability % / 100) * (Performance % / 100)* (Quality % /
Overall
100)) * 100
Lower Section Information

Cycles Graph - This section displays the last 50 cycle times received by RealTime.
Summary - This is a summary of the work order. It includes: Prod Date, Shift, Good Parts, Avg Cycle,
Rejects, Scrap %, Performance, Prod Hrs, Down Time, Actual Cav or Multiplier, and Std Cav or Multiplier
(based on MFG type). This data comes from archived, un-opened, and open production reports.
The Totals include: Good Parts, Avg Cycle, Rejects, Scrap %, Performance, Prod Hrs, and Down Time.

Internal Documents - This tab displays internal documents based on the BOM, Customer, Inventory, AKA,
Work Center & MRO. There will be an icon on the Internal Documents tab if an document is associated
to a record.
External Documents - This tab displays external documents based on the BOM, Customer, Inventory, AKA,
Work Center & MRO.There will be an icon on the External Documents tab if an document is associated to
a record.
Note: For the Customer section the system will display documents associated to every customer
associated to the work order in first position on the Work Center.
Button Options in RealTime Individual Work Center View

Rejects - When clicked, the ShopData Rejects screen for the current work center and item will display.
Downtime - This will access the ShopData Downtime screen for the current work center and item.
Change FG Lot# - From this button the user can change the FG Lot number for the items manufactured
on the work center.
Actual Cavitation - This button allows the user to enter the current actual cavitation of the tool running
on the work center. This is important in order for RealTime to capture the actual parts produced. (Note:
If the Tool Box number pad is required to make the entry be sure to click in the field to activate the Tool
Box and then select the number pad).
Start Next Setup – This button brings up the Start Next Setup form from which the user can select the
next job that will be run on the work center. It removes the work order from the first position in the
schedule and starts the selected work order. This also resets several counters in RealTime to start
counting over for this new work order on the press. This form lists the work orders currently scheduled
on the work center in the order they are scheduled. If a work order has a material exception it will
appear in red text. Upon selecting this function, the following screen will be displayed:

You may need to suspend the currently running work order if the machine is running. If so, the system
will ask for confirmation. Setup will remove the work order in the first position, move all work orders up
one sequence and RealTime will then begin registering production against the newly scheduled work
order.
If the machine is currently down, you will not need to suspend the machine. Highlight the work order to
be set up and press Select.
Additional Setup Options:

 Return Work Order ID # to Scheduling Pool - If this option is checked, the work order will be returned
to the scheduling pool keeping the original bucket number and be available for scheduling on
another machine.
 Leave Work Order ID# in Schedule - When this box is checked, the work order that was in the first
position goes to the second position in the same work center schedule.
Note: These two options are mutually exclusive to each other - only one option can be selected.
 Work order ID # is finished - When this option is checked the system will update the Actual End Date
(in HIST_ILLUM_RT) with the date and time the work order was moved out of the first position. Note:
When the work order is put in the first position the system populates the Planned End Date field in
HIST_ILLUM_RT with the work order end date/time. This will allow users to compare the two dates.
If this option is selected the system will display a warning, 'This Work Order has production required',
if the 'Cycles Left' calculated field is greater than 0. The warning has Cancel and Continue buttons.
Security can be placed on the Continue button.
If Return Work Order ID # is not checked the system will pop up a screen asking the user if it should be
returned to the Scheduling Pool, deleted or archived.

 Selecting Return to Scheduling Pool will put the work order back into the scheduling pool so it can be
scheduled again.
 Selecting Delete will remove the work order from the system.
 If Archive and Delete is selected the work order information is written to the Hist_Workorder table.
Archived work orders can be viewed from Work Order>File>View Archived Work Orders, or via the
drop down menu item 'Search Archived Work Orders' on the binoculars icon on the work order form.
Archived work orders are read only when viewing them.
If deleted or archived, the system will automatically re-number any scheduled buckets for that
configuration. For example, bucket number two would become bucket number one, bucket number
three would become bucket number two, and so forth. If demand is still required the next time update
schedule is run a new work order will be created for the removed work order.
From the Start Next Job box the user can select the Change FG Lot# button to easily change the lot
number during the set up procedure. Once selected the Set FG Lot# form will appear to enter the new
lot number for the highlighted Mfg #.
NOTE: If the machine is currently running, you must click the (Suspend Machine?) option in order to force
a setup. Since the machine is down, RealTime will not count cycles, but it will count downtime against
the setup.
If a Checklist is associated to the Work Center, BOM, or Process, during a setup the web based Setup
Checklist form will appear for the user to enter responses to the checklist items. If a BOM/Process and
Work Center both have checklists the checklist will be combined on the same form with the Work
Center's checklist listed first.

Print Work Order – This button will display the print work order form for the current work order
scheduled on the work center. To print the current work order, select OK. The work order will be printed
to the printer along with any internal or external documents set to print with the work order. From the
destination tab the user can select where the work order(s) will be printed: Printer, Screen, File, Email, or
Fax.
Print Next Work Order – This button will print the next scheduled work order with attached documents to
the printer. The user can adjust the work orders to be printed and the destination as mentioned above.
Work Center Log – This button will bring up the Work Center Log. From this form users can add or view a
log entry for any job. This function can be used to record notes, tool changes, or any other information
pertaining to a job and the machine it ran on. From the Machine Log screen the user can view previous
log entries, create a new entry, or even attach a graphic image (bitmap) to an entry.
Note: If the 'Prompt for Badge #' Control is set to Yes in the ShopData Configuration when the user
creates a new log the system will Prompt for their Badge #. This will populate the BADGENO field in
LOG_DETAIL.
 To ADD a log entry for a new configuration/work center combination, follow the steps below:
 Select a Work Center and a Mfg Configuration by clicking on the drop down arrow list in each field.
 Next, press the ADD (+) button located on the Navigator bar in the right section. This will insert
the Log date, Production date, Shift and User ID. The date defaults to the system date and the
Production date and shift defaults to the current production date/shift. These fields may be
edited by typing over the existing data.
 Enter in the desired information. REMEMBER to save the entry before exiting.
 To ADD an entry to an existing log:
 Find the work center and Mfg # combination on the left side of the form and highlight the correct
line.
 Select the ADD (+) function key on the navigator bar in the right section. This will display a new
date and time. Enter the desired information in the bottom portion of the screen.

 Deleting a Log Entry
 The user may delete a log entry for a single date, or delete all entries for a particular work center
and configuration number.
 If wishing to remove a particular entry, move the cursor to the desired work center/configuration
number to delete and press the DELETE function on the navigator bar in this section. A prompt
will appear asking the user to confirm their action.

 Place Shortcut External Documents - Documents attached as external documents on the BOM
with 'Shopdata' specified under the 'Place Shortcut' drop down will appear next to the Print
Work Order button. A scrollable section lists the documents (Doc # and name) and clicking
on the document name brings up the document to view. The documents will appear in the
order set in the 'Shortcut Seq' field on the External Documents tab in the BOM.
Cell and Filter – The Cell and Filter form is available by clicking on the module bar (top bar) and selecting
RealTime Monitor Sort and then Cell and Filter. This will allow the user to change the Cell and/or filter to
display the desired information.
Jump To's – From the RealTime screen users can right click and jump to the BOM, Inventory, Work Order,
MRO Work Order, Schedule, SPC, or the Work Center for the highlighted item.
Right Click Options - Users can access the same right click options that are available in RealTime, such as;
Change FG Lot #, Actual Cavitation, and Priority Note.
BOM Tree - This will open the BOM Tree for the BOM that is in the first position of the work center that
ShopData is on. It is set to 'stay on top'.
Print RealTime™ Labels - Select this button to print RealTime™ Labels. This will open the print label form
for the item running. If the 'Prompt for Badge # for Scan to Inventory, Print Labels and IQLog' control is
checked users will be prompted for their badge number.

Disposition Options from Print Label
From the Print Label form users can choose a Disposition option.
 Disposition Label(s) Current Shift - Selecting Current Shift and printing will print a label and
disposition from the currently running job into inventory.
 Disposition Label(s) Multiple Shifts - Selecting Multiple Shifts will bring up the Shop Data Floor
Disposition screen listing the current and past shifts to choose from for dispositioning into inventory.
Bulletin Board
A Bulletin Board will display on the Individual Work Center module in Shop Data. To hide or show the
Bulletin Board select the Hide/Show button . The bulletin board will display messages associated to
the EPlant, Work Center, BOM, Inventory Item, and Customer if relevant to the current work center. The
number of Bulletins will display at the top. The messages will be bold until marked read. Select the blue
source header or the text to mark it as read. Select the 'Read All' button to mark all the messages as
read.

Note: This requires the IIS Server to be setup and the information populated in System Parameters-
>Company File Information tab->Web tab for the Bulletin Board to be available. Please see the IIS
Installation TechNote http://my.iqms.com/cfs-file.ashx/__key/Technote/IIS_2D00_Installation.pdf for
more information.
To create a message select the 'Add/Edit Bulletin(s) button . The Bulletin Board Editor will display.
Select the Source from the drop down list. Then select the ellipsis button to access the corresponding
pick list, i.e. BOMs, Work Centers, etc. Select the ellipsis button in the Message field to enter a message.
The Date and User fields will populate automatically with the date/time the message was created and
the logged in user name (these fields are not editable). The bulletin board messages will appear as they
pertain the the current work center.
RealTime Monitor - Grid View

The RealTime Monitor grid View displays all of the work centers monitored by RealTime in a grid format.
The screen will display this information based on manufacturing cells. The screen can be sorted by work
center number or work center description. To change the sort, press the RealTime Monitor bar or right
click and select RealTime Monitor Sort from the pop up list. Also available from this option is Cell and
Filter. Use this option to change the cell displayed or filter the displayed information.
The screen below shows all of the data that will be displayed.

This screen is identical to the RealTime monitor screen accessed through EnterpriseIQ on the RealTime
tab of the launcher bar.
From this screen the user can view the machines from six different perspectives. Each screen is related,
but with a different focus.
For example, the user can watch a Parts to Go quantity for a work order slowly count down as cycles are
received, or they can view the next mold or material change.
Other fields will change accordingly on each of the six screens available:
 Work Orders
 Part Numbers
 Quality Control
 Setup Control
 Material Control
 Cycle/Part Counts
Additionally the user has access to the following features from this screen:
 Start Setup
 Downtime reporting
 Rejects
 Labor reporting
Cell and Filter – The Cell and Filter form is available by clicking on the module bar and selecting RealTime.
This will allow the user to change the Cell and or filter to display the desired information.
Jump To's
From the RealTime screen users can right click and jump to the BOM, Inventory, Work Order, MRO Work
Order, Schedule, SPC, In-Process Inspection Log, the Work Center, or Inventory Availability for the
highlighted item.
Note: If there is not MRO work order associated to the record that jump to option will be grayed out.
When jumping to In-Process Inspection Log, if inspections have not been set up for the item a message
will appear stating, "The selected Inventory Item has not been configured for SPC. Would you like to
show Inspection Setup?" If No is selected the user will be returned to the RealTime screen, if Yes is
selected the Inspection Setup module will open.
Right Click Options - Users can access the same right click options that are available in RealTime, such as;
Change FG Lot #, Actual Cavitation, and Priority Note.
Please reference the RealTime chapter in the Manufacturing Manual or access the online help for
RealTime from the RealTime module (select Help/Contents from the menu) for additional information.

RT Process Monitor
This option will only be visible for users with the RT Process Monitoring License.
RealTime (RT) Process Monitoring allows the user to monitor specific parameters based on the work
center and device capabilities. This information is set up for each work center and can be set up for
specific MFG #'s. For those who utilize EnterpriseIQ SPC modules, these capabilities can be tied to items
as well. RT SPC parameters can be established for items so that when it is scheduled to run on a work
center that has a device with the associated capabilities, data collected in the logging instance will
populate the SPC tables in the primary instance. Ultimately users can view the real time process
information (SPC Web Charts and Direct RealTime Data) from RT Web Charts which can be displayed in a
web browser, in ShopData, and Smart Page.
When the user clicks on this button they will be taken to the IIS Server and directly to RT Process
Monitoring for the work center they are focused on in ShopData.
Below is an example of the IQMS RealTime Web Charts in ShopData:
For more information on this module please refer to the RT Process Monitoring TechNote
http://my.iqms.com/cfs-file.ashx/__key/Technote/RT_2D00_Process_2D00_Monitoring.pdf.

Rejects
From this option in ShopData the user can enter Rejects for manufactured items. Reject information can
be entered for any manufactured item from any shift that has not had a production report opened up.
The following figure shows the Rejects screen:
As in Floor Disposition, the Production Date and Shift grid initially shows only jobs for the current
production date and shift and work center. The three buttons, showing the work center icon, provide
three ways to view the data.
 The Current Work Center for Current Shift/Date button shows the default view: current production
shift/date and current work center.
 The All Work Centers for Current Shift/Date options will show all work centers for the current
production date and shift.
 The All Production Dates/Shifts for All Work Centers option will show all production dates and all
shifts that have not had a production report opened for all work centers.
Steps to Enter Rejects

1 Select the data to view using the buttons mentioned above.
2 If using either the all work centers or all production date buttons, highlight the correct work center
and Date/Shift.
3 Select the Inventory Item button. Then select the correct item form the list.

4 Select the Reject button. Press the Add button and enter the quantity of rejects from the Rejects
Keypad or type the value in with the keyboard. The item's default UOM will display next to the reject
quantity field. A different UOM can be selected from the drop down list if the item has a UOM
conversion set up. The rejects are shown in the item's default UOM on the Reject tab. The default
UOM is shown in the column header.
5 Select a Reject Code from the Reason list. The system will display the sequential reject codes as
follows:
If there are reject codes on the BOM Level the system will only show those codes
If there are reject codes on the Work Center level the system will only show those codes
If there are reject codes on both the BOM and Work Center levels both will be visible
If there are no reject codes on either BOM or Work Center levels all codes will display with soft filters on EPlant and the MFG Cell
6 Enter a comment if desired.

7 For applicable manufacturing types the user will also be able to enter the cavity number associated
to the rejects.

The Custom UOM button applies to all MFG Types. Select this option to enter the quantity of the rejects
instead of in the default UOM associated to the item. For example, users can enter the weight in pounds
and have it converted to eaches based on the UOM conversion set up for the item. The Rejects form will
display the items native UOM and the reject quantity in that native UOM.
Note: A conversion factor to Eaches should be setup on the item. If not the system cannot convert and
an error will appear stating, 'Unable to convert [uom] to EACH'.

The user can also Change or Delete previously entered rejects by selecting the appropriate button from
the main rejects screen.
Change – To change a quantity entered, highlight the correct line item then select the Change button.
The information in the rejects keypad will default to the previous data. Enter the correct quantity and
reason. As an alternative users can select the green plus button to increment the reject quantity by one
for every click or the red minus buttons to decrement the reject quantity.
Delete – To remove a reject entry select the Delete button. Highlight the reject entry to be deleted and
select the Delete button. From the confirmation box select Yes.
Note: When entering rejects on items that are ‘Completed’ or ‘Completed this Shift’, the system will
reduce the good parts by the quantity of rejects entered.
 Non Conform Location Rejects - If the selected reject code has a non conform location
associated to it (Reject Codes list) the system will do an IN disposition transaction with a
reason of 'Non Conform Mfg Rejects' for the quantity rejected into the location associated to
the reject code. (This does not update the Floor Dispo column in the production report).
Once the reject is posted a form will display to enter the FG Lot #, Non Conform Code and
prepare labels. Enter the FG Lot # in the field if desired. If the item has the 'Lot # is
mandatory' option checked in inventory it is required. Select the Non Conform Code from the
pick list accessed by clicking on the ellipsis button in the field. This will be the non conform
code associated to the non conform location in inventory. Labels can be prepared by
manually entering in the number of labels and quantity per label, or existing label serial
numbers can be selected from the pick list.

Print Label
Select the Print Label button to print a Reject label. This prints a Non Serial label. The following fields are
included:

Reject Components
Components associated to operation(s) attached to the BOM associated to the work order can be
rejected automatically if the employee has the 'Backflush Rejects' user setting checked in Security
Inspector->General tab. If that option is checked the system will backflush the components based on the
quantity of rejects. The setting associated to the employee will display under the item description. It will
say Backflush Rejects: ON or OFF. If the user selects the Add or Subtract buttons to make an adjustment
to the reject quantity the system will automatically make adjustments to the rejected components. The
'Exclude Reject Backflush' box can be checked (BOM->Attached Materials Detail tab) to exclude the
attached material from being backflushed when reporting rejects. For example, if an item is rejected it
may not be placed in a packaging item therefore the package should not be backflushed when rejecting
the manufactured item. The materials are backflushed from a location based on the same hierarchy used
in production reporting. It will skip the designated work center location if the work center cannot be
determined.
Components can also be rejected manually. From the Rejects screen select the Reject Components
button to reject components associated to operation(s) attached to the BOM. Components can be
rejected regardless of whether there is a reject entry for the manufactured item.

Once the Reject Components button is selected the following screen will appear. Any components that
have the 'Dispo by Cycles' option checked on the BOM will have the Parts Per field display in yellow.

 The quantity can be entered manually in the Qty field, or the user can select the button to
have the system populate the Qty field based on the number of rejects entered for the
manufactured item and the Parts Per of the component. Once a value is entered in the Qty
field the icon will change to a red minus symbol. After making all of the desired reject
entries, select the Reject Code from the list accessed from the ellipsis button. The reject
code defaults to the one selected when rejecting the manufactured item. If a 'Default
Component Reject Transaction Code' is setup in ShopData Configuration it will populate this
field. The user can change the reject code from the default before posting the rejects. A
comment can also be entered.
 Select Next to continue.
 From the Location form users can select the specific location/lot to remove the rejected
components from. This is optional unless the 'Component Reject Location is mandatory'
option is checked for the Manufacturing Cell (System Parameters->Lists->Manufacturing
Cells). If the option is not checked the location section will display 'Locations - Optional'. If it
is checked it will display 'Locations - Mandatory'. The reject detail will be highlighted in light
red indicating location(s) are required with the quantity equal to the Reject Quantity. If
required and a location/lot is not selected an error will appear stating: 'A component reject
location is mandatory. Please select a location'.

 For Non-Serialized Inventory Control (SIC) components, select the ellipsis button in the Location field
and a pick list of locations associated to the component will display. Select a location/lot from the
list. The quantities of the rejects will be removed from the location(s) chosen (negating the
hierarchy).
 If the component is SIC, select the ellipsis button in the Location field and a pick list of locations
associated to the component will display. Once a location is selected, then the labels linked to that
location will display for the user to choose from.
Note: Rejected components cannot be over reported or under reported on the location level in relation
to the totally reject quantity.
 Select the Post button to post the reject entry. Component rejects will write to the rejects
table and will be removed from inventory, based on the disposition hierarchy by default, or
from the selected location, at the time they are rejected. A Disposition translog record will
be created for the quantity of component(s) backflushed with the reject code description as
the reason. The quantity rejected will populate the Posted field on the Reject Components
form and is the running total of rejects.
 Select the Cancel button to return to the main rejects screen without finishing the
transaction.
 Select the Back button to return to the prior form.
Note: The logged in user ID will populate in the REJECTS table in order to track who reported rejects. (In
shop floor applications like ShopData that are shared among more than one user, the user recorded is
the user logged into the application, not who entered the transaction).
Note: At the time of reject entry, the system will populate the TOP_WORKORDER_ID field with the work
order ID associated to the top level item. For example, A consumes B, B consumes C, and C consumes D;
if D is rejected, TOP_WORKORDER_ID would be the work order ID associated to A.

Plant Layout
The Plant Layout element is used to create a layout of the plant floor. This also provides a visual of the
status (fast, slow, down, etc) of the work centers based on RealTime data. The Plant Layout element also
provides jump to options such as to RealTime and Scheduling, as well as access to RT Charts and alarms
for RT Process Monitor users. This element is also visible from ShopData. The system will remember in
the registry the Plant Layout that was last used and default to that one the next time it is run.
Below is an example of the Plant Floor element before any changes have been made.

Configure Plant Layout
From the Tools menu select Configure Plant layout to access the list of Mfg Types and their
corresponding images, and the RealTime™ Status Color settings.

Mfg Type Icons tab - This will display the default images associated to each Mfg Type. Users can select the
ellipsis button next to a record to select a different image.
RealTime™ Status Color tab - From this tab users can change the work center status colors for Down,
Fast, Normal, Not Signaled, and Slow. Select the drop down arrow in the Color field and choose a color
from the color gird.

Toolbox
The Toolbox section has three areas:
 Tools - The zoom factor can be changed using the scroll bar. This will change the zoom level of the
diagram.
 Color Legend - This displays the color legend. This is the same color coding used in RealTime, where
green is a work center running within the standard threshold, red is a work center running slower,
Yellow is a down work center, and so forth. Each work center in the diagram will display the current
status based on RealTime data.
 Work Centers - This displays the active work centers associated to the EPlant the user is logged into.
From this section work centers can be dragged and dropped into the Diagram section. Use the scroll
bar or enter text in the quick search (white) box to find a specific work center.

Creating a Plant Floor Layout
Creating a plant floor layout simply involves dragging work centers from the toolbox into the diagram
section based on where they physically reside on the plant floor. From the Layout menu users can
optionally include a background image to create a more realistic display. To do this, select 'Choose
Background Image' from the Layout menu drop down. Browse to the desired file and select Open. The
image will appear in the diagram area. The image will come in by default in 'Top-Left' mode but the
mode can be changed by selecting 'Background Image Mode' from the Layout menu and choosing, Top-
Left, Fit, Center, Stretch, or Tile.
Note: If you choose to use a background image, make sure it is on a mapped drive so that all applicable
workstations will be able to access/see it when they load the plant layout. If the picture is coming from
an unshared folder that is not a mapped drive on other workstations, the background image will not
display on the plant layout.
After dragging work centers into the diagram they can be rotated, moved, and/or resized. To rotate a
work center click the colored description box until you see a circle at the top. Hover over the circle and
you will see arrows. Use the mouse to rotate the image. To resize the image hold the cursor over the
image and drag the side/corner to change the size. A work center image can be moved by clicking on the
image until the 4-way arrows appear. Then just drag and drop it to the desired location.
Other Layout Options:

 The current plant layout is shown in the box at the top. A different layout can be selected from the
drop down list in this box.
 Refresh - If the Work Center information changes and the work center is part of the Plant Floor
Workspace, users can refresh the information by using this option. (Note: The other conditions
(alarms, RT state, etc.) already refresh based on the configured RT refresh rate).
 Zoom - In addition to the Tools zoom option, zooming can also be done by selecting the zoom
options under the layout menu: Zoom In, Zoom Out, Zoom to Fit.
 Show Layout Grid - This option displays a grid in the background to help in the alignment of work
centers. Toggle this option to turn the grid on and off.
 Show Descriptions - This option toggles the work center description (the color coded box above the
work center) to display or not.
 Clear Background Image - This will clear the background image, but keep the diagram (work centers
and positions). A confirmation message will appear, select OK to clear the image.
Once the plant floor layout is complete select the Save, or Save As option from the Diagram drop down
menu. Enter the Diagram Name and Description in the pop up form. Multiple plant floor layouts may be
created and saved.
Other Diagram Options:

 New - Select this option ot create a new plant layout.
 Save - This option saves the current diagram.
 Save As - This option saves the current diagram and allows the user to enter a new name and
description.
 Import - This option allows users to import a plant layout from a file.
 Export - This option allows users to export a plant layout to a file.
 Delete - This will delete the entire diagram and background image from the system. A prompt to
confirm the deletion will appear. Security can be placed on the Yes button.
 Print - this will print a hard copy of the layout to the selected printer.
 Print Preview - This will allow the user to preview the layout in print format. A hard copy can be
printed from the print preview by selecting the printer button.
Plant Layout Right Click Options:
Right click on a work center image to access the following right click options.
 Open RealTime Charts - (Requires a RT Process Monitoring license). This will open the RealTime
charts for the work center.
 View Alarm Details - (Requires a RT Process Monitoring license). This opens a pop up displaying the
Alarm Message(s), alarm time, and Capability Name. A Details button in the Alarms screen brings the
user to a chart specifically for the capability that triggered that alarm, zoomed to the time of the
alarm. Users can clear alarms from this option also.
 Jump to Work Center - Jumps the user to the work center module for the selected work center.
 Jump to RealTime Monitor - Jumps to RealTime in 'Individual Center Info' mode for the selected work
center.
 Jump to Schedule - Opens the Schedule module for the work center.
 Properties - This opens the properties list for the selected work center. This includes the attributes
and display properties. Properties can also be accessed by selecting the Properties option on the
right side of the Plant Layout element. The Attributes include: Cell, Center Type, Descriptions, #, and
MFG Type. This information comes from the work center module and cannot be changed from here.
The Display Properties include the Fill Color, Font details, Rotation Angle, and Text. These details can
be modified to change the look of the work center image. The Fill Color will affect the interior color
of the work center image. This defaults to white but can be changed by selecting the drop down
arrow to access the color options. The Font affects the work center images's text. The rotation angle
will change the rotation of the image, and the Text will change the text displayed on the image. The
Visible option defaults to true but can be set to false to make the work center not visible.
Exiting Plant Layout
If changes have been made to the plant layout, when the user exits the module a message will appear,
"The Plant Layout has changed. Save Changes?", with Yes/No/Cancel options.

Inventory Transactions and Locations
This module allows users to view location information for items and perform in and out inventory
transactions similar to the Transaction and Locations module in EnterpriseIQ.
Select the Inventory Transactions and Locations button on the module bar to access this module. The
inventory pick list will appear. The pick list includes many columns to search on such as, item #,
description, location, or lot #, in order to quickly locate the desired item. Once an item is selected the
screen will display the locations associated to the selected item with color coding just like in
EnterpriseIQ.

Functions available in the Shop Data Inventory Transaction and Location module:
New Location
Select the New Location button to associate a new location to the item. Select the location from the
arrow down list by scrolling down to the location or type in the first character of the location and the
system will 'hyperbrowse' to the location, or select the search button to access the pick list of locations.
Once you have chosen a location, enter in the Lot Number of the material, if applicable. In the case of a
manufactured item the user may enter the lot number or touch the arrow icon and the program will
bring over the current lot number from the BOM.
The new location can be specified as a Default Disposition location.This is used during auto dispositioning
in production reporting. If an item has a default location set up it will be used when adding or removing
inventory during auto dispositioning. To set the location to be a default designator click on the check box
next to the Associate with Mfg# or select the Set as Default Designated Location box next to this field.
Both options can also be selected. A Dispo Designator column is displayed on this screen. These fields are
discussed in greater detail in the Disposition Options section in the Production Reporting chapter.
Press [OK] to finish the entry and link the location to the inventory item.
Lot Date - The Lot Date field can be used to enter the date of the lot for locations with a lot number.
Select the calendar button in the field to access the pop up calendar to select the Lot Date. Lot Dates can
also be entered during PO Receiving through EIQ or RF. If the item has a value in the shelf life field other
than zero on the Additional tab in inventory, when the difference between the system date and the lot
date exceeds the shelf life the location will automatically be marked in red indicating it is expired. Costs
Associated to Locations.
Delete Location
Highlight the location to be deleted then select the Delete Location button. Confirm the deletion by
pressing Yes. If the location has a quantity, the Remove from Location screen will appear otherwise the
location will deleted. From the Remove from Locations screen, accept or edit the Quantity to be
removed. The user can enter a Reason, Transaction Code, or other Options. See Removing Material from
Inventory below for more information. Once removed the location will no longer show in the list of
locations associated with the inventory item.
Add to Location
Highlight the location that material will be added to then select the Add To Location button. The Add to
Location screen will appear.

Enter the Quantity to be added to the location. To enter a quantity press the quantity field to open the
quantity pop up form. (If adding an item of class PL, the option to enter a Regrind Quantity will also be
available). Press the show keypad button and enter the quantity to be added.
Select a Transaction Code from the pick list, if desired.
Enter the Transaction Date. The date will default to the system date and time but the user has the option
to change it by selecting a different date from the drop down calendar or touch screen calendar form
accessed by pressing the calendar button next to this field.
Enter a Reason for the transaction (optional) by selecting the button next to this field and typing in the
keyboard pop up form.
Remove from Location

Highlight the location that material will be removed from then select the Remove from Location button.
The Remove from Locations screen will appear.

Enter the Quantity to be removed from the location (if removing an item of class PL, the option to enter a
Regrind Quantity will also be available). To enter a quantity press the quantity field to open the quantity
pop up form. Press the show keypad button and enter the quantity to be removed.
Select a Transaction Code from the pick list, if desired.
Enter the Transaction Date. The date will default to the system date and time but the user has the option
to change it by selecting a different date from the drop down calendar or touch screen calendar form
accessed by pressing the calendar button next to this field.
Enter a Reason for the transaction (optional) by selecting the button next to this field and typing in the
keyboard pop up form. Note this field will change to Scrap if the Scrap option is set to Yes.
Scrap - If the material to be removed from inventory is going to be scrapped, press the No button to
change it to Yes. Then select the Scrap Code from the pick list in the Scrap field. When entering scrap the
system will look up the manufacturing cell on the BOM and only surface the reject codes with a cell that
matches the BOM. Reject codes with no manufacturing cell will also display. When entering scrap where
the BOM does not have a cell, the system will only surface the reject codes with no cell associated to
them. Scrap transactions are written to the rejects table.
Move To Location
The Move To Location option allows users to move a quantity from the highlighted location to another
location.
Highlight the Location to be removed from then select the Move to Location button.
Select a Target Location from the pick list of all locations associated to the item, or select the New button
to associate a new location. When the new button is selected the Master Location pick list will appear to
choose from.
For Non-Serialized items, once a target location is selected a pop up form will appear to enter the
quantity to be moved and optionally a reason.

For Serialized Items, a form will appear for the user to choose the label(s) to move.
Show Linked Labels - For Serialized Items users can select the Show Linked Labels button to view the
labels associated to a specific location. The form displayed will look similar to the one above.
Note: When the ‘Freeze locations during Worksheet’ option in Physical Inventory is selected, during
transactions the system will check the location (SOURCE or TARGET) to see if it is associated to a current
physical inventory immediately after the location is scanned/selected. Users will receive a violation
message, 'Location XXXX is part of active physical inventory count - operation aborted' when performing
a transaction on a location that is associated to an active Physical Inventory. This occurs in the following
areas: Add to Location, Remove from Location. and Move to Location – SOURCE and TARGET.

Work Order Materials & Components
This module is only available if licensed for 'Advanced WMS'.
From this module users can see the Work Center, Mfg #, and Item information as well as the material
requirements for the work order in the first position on specific work centers. It also provides the ability
for users to request material that is not part of the BOM to be moved to the work center's Dispo Out
location.

The left section includes the following fields:
Work Center This displays the Work Center number and Description.
This section also includes the work center's Dispo Out Location (set in the Shop Floor
Disposition Parameters in the Work Center module); and the Inventory Zone Code
associated to the location.
Work Order # The work order number running on the work center.
Mfg # The Mfg # and Description.
Cycles and Hours The current cycles and hours to go.

to Go
FG Lot # The FG Lot Number.
Cust # The customer number and name associated to the work order.
Process # The process number and description associated to the work order if applicable.
Staging Qty in Hrs This is the number of hours the system will use to determine the staging quantity of
materials required. This defaults to 8 hours but can be changed from this field or a
specific value can be assigned to a work center that will override the default.
To change the value associated to the work center select 'Shop Floor Disposition
Parameters' from the Options menu in the Work Center module. Enter a value in hours in
the 'This work center' field in the Staging Qty (hours) section.
The Default can also be changed from the parameters form that will affect all work
centers.
To change the staging hours value from this ShopData module select the button in this
field and select a value from the pop up keypad and push OK. This will also change the
value in the 'This work center' field in the 'Shop Floor Disposition Parameters'.

Item Information This section includes the Item #, Description, Rev, and Ext Description for the
manufactured item(s).
Materials Section
The materials listed in this section will be those that are in the Dispo Out Location associated to the work
center and the materials required to run the specific work order. This is filtered to only display
components from the EPlant the user is logged into. If an item has the 'Exclude from Work Order
Materials and Components' option checked on the Additional tab in Inventory it will not show here. The
materials are color coded based on their status.
 Green - Material is required for this work order and the On Hand is equal to or greater than the
Staging Quantity.
 Yellow - Material is required for this work order but the On Hand is not equal to the Staging
Quantity.
 Red - Material is not required for this work order.
The fields in this section include:
Item Information Item #, Item Description, and Ext Description
On Hand The on hand quantity of the item in the Dispo Out Location.
Staging Qty The required quantity for staging based on the staging hours.
Total Required The total required to complete the work order.
Total Phantom This will display the total quantity of any Phantom item.
Required
Transaction Request
Users can double click an Item in the Material/Component grid to request a 'Staging Request' or 'Pickup
Request'. The default transaction will default to Pickup (Out) if the item does not belong to the work
order that is running (Red). It will Default to Staging (In) if the item is yellow or green.

The form will display the Work Order and Item information. It will list all FGMulti records associated to
the work center location, as each record may have a specific serial number and/or lot #.
Select the 'Staging Request' button (green arrow) to request the items to be sent to the work center. The
quantity defaults to amount required for the work order.
Select the 'Pickup Request' button (red arrow) to request the items to be picked up from the work
center. The quantity defaults to the amount in the location that is not needed for the work order.
The quantity can be changed by selecting the button next to the field and entering a different value using
the keypad.
Press OK and the transaction request will display in the Pending Transactions Alert section of the
module.
Pending Transactions Alert

In this section users can view existing requests, or request materials that are not part of the BOM.
To add a request:
 Select the + button and a pick list of inventory will display.
 Find the item in the list and press Select.
 The item will be added to the lower section.

The pending transaction alert record will be in red text if there is a problem with the transaction plan
(i.e. could not find a matching rule or insufficient qty or locations). This will enable users to visibly see
right away there is a problem. Users can right click on the record and select 'Inventory Transaction Plan'
to review the plan.
Pending Transaction Alert section Field Listing:
Priority When adding a transaction from the Pending Alert section this field will default to High
but can be changed by selecting Med or Low from the drop down list. When adding a
transaction using the Transaction Request form it defaults to null, but can be changed
using the drop down list.
Qty This is the quantity of items requested. This will default to one but can be changed by
selecting the button in the field and entering the desired quantity in the pop up Keypad.
Transaction # This is the transaction number assigned by the system.
Item Information Item #, Item Description, Class, Item Ext Description, and Rev
Kind This will display 'Staging' in green, or 'Pickup' in red.
Alert Description The system will populate the Alert Description with “User Requested XXX to LLL” where
the XXX is the Inventory description the LLL is the Location.
Time Stamp The date and time the request was made.
Refresh button - A Refresh is available in the upper part of the screen that when pushed will refresh the
screen. The screen will automatically refresh based on the entry in RealTime™ Monitor>Plant
Parameters> Screen Refresh Time.
A table is populated with the information necessary to process the transaction alert along with the date
and time the alert was submitted. When a transaction alert is initiated, the work center’s disposition
'out' location’s zone is written to the transaction alert table. When a new transaction alert is added to
the table, a notice will display to all WMS users that are assigned to the inventory zone. When a user
acknowledges the alert and completes the transaction, that transaction alert row is moved to a history
table along with the date and time that the transaction was completed.

Kanban Supermarket
This button provides users can direct access to the Kanban Cards.
Select an item from the pick list and the Kanban Supermarket form will appear. The form displays the
Kanban cards. The screen shot below shows the fields when the item is marked as a serialized inventory
control item. Non-serialized items will not have the Serial #, Location, Qty, Lot #, or Inventory Status
fields.
To create Kanban cards select the Insert (+) button. Continue this process to create the recommended
card count quantity. Each Kanban card will be assigned a unique card number which is used in RF
Scanning. Select the Print button to print each card. (The report used is assigned in System Parameters-
>Reports and Forms). These cards are attached to the container of material. When first created the
status of the cards are inactive. The status of the cards are changed using IQRF. The status can be either
On Hand or On Order. As the status is changed the color code is changed on this form. Green indicates
on hand status and yellow indicates on order status. The user name of the person who last changed the
status will populate in the Last User ID field.
Kanban Cards Grid

 Cards – Displays whether the card is in the Kanban Rack or Inventory.
 Status – When Kanban cards are first created, the status of the cards are inactive. The status of the
cards can be changed either manually or through IQRF/WMSIQ. The status can be either On Hand,
On Order, or Pending Accumulation. As the status is changed the color code is changed and the card
moves back and forth between the Kanban rack and Inventory. Green indicates on hand status,
yellow indicates on order status, and blue indicates pending accumulation.
Note: The status can be changed manually within this form but when done this way it will not update
the PO releases, therefore it is not recommended. Only use IQRF.

 Last User ID – the last user ID when the Kanban card’s status is changed.
 Card # - The card number.
 Additional fields for Serialized items: Serial #, Location, Qty, Lot #, and Inventory Status.
Kanban Card Speed buttons
 Print Card(s) – Allows the user to print the cards.
 Assign label to the kanban card – Allows the user to assign an existing label to a kanban card.
Kanban Supermarket Options:
The same functionality available from Kanban Control exists in Kanban Supermarket, such as reporting
production and assigning serial numbers to cards. For a complete discussion of these options please
refer to Kanban for Purchased Items or Kanban for Manufactured Items depending on the type of item.

Heijunka
Heijunka is a Japanese term that refers to the overall leveling, in the production schedule, of the volume
and variety of items produced in given time periods. Heijunka is what most lean companies are working
towards as they try to be able to make just what the customer wants in the time or when the customer
wants it. In Heijunka, the company is trying to do two things. One is to level production by volume and
the other is to level the production by product type or mix of products. Heijunka takes the total volume
of orders in a period and levels them out so the same amount and mix are being made each day. In
short, what you are trying to do is to build a level schedule everyday by taking the actual customer
demand, determine the pattern of volume and mix, and building your level schedule.
A tool used to help level both the mix and volume of production is a Heijunka box. A Heijunka box has a
column of kanban slots for each pitch interval, and a row of kanban slots for each product type. Kanban
are placed into the leveling box in the desired mix sequence by product type.
To enable Heijunka scheduling, check the ‘Heijunka/KanBan Scheduling’ option in System Parameters >
Application tab. Once this option is checked, the user will need to log out of EnterpriseIQ and log back in
to see the Heijunka Box icon on the Manufacturing tab. The Heijunka Box icon will also be available in
EIQ and AssemblyData.

Field Information:
Name Name of the Heijunka Box.
Description Description of the Heijunka Box
Mfg Cell The Mfg Cell of the Heijunka Box.
Work Center Type The work center type of the Heijunka Box.
Demand Period The Run scope of the Heijunka family. The Mfg # run scope must be equal to the
Heijunka run scope. Once a BOM is part of a Heijunka family, the run scope on the BOM
cannot be changed.
EPEI Every Product Every Interval - The smallest possible lot size for a part in a process is a
reflection of the “production interval” or “EPEI”. This interval defines the maximum
frequency that you can produce each part without running out of capacity because of too
many setups on all parts. It is an expression of how frequently each item produced in a
process can actually be run without incurring a capacity penalty. This value is calculated
or a user defined EPEI formula can be created and assigned.
Formula Name - The EPEI formula assigned to the Heijunka Box. If left blank, the system
uses the default EPEI formula
EPEI Stats:
 Last Recalc
 Daily Avail (min)
 Daily Load (min)
 Daily Setup (min)
 EPEI
 # Change Over
Fixed Pitch The frequency at which finished goods are withdrawn from a pacemaker process as well
as the corresponding amount of schedule released to that process.
The default formula for Fixed Pitch = (Std Container Capacity * longest cycle time of the
items) * 3
Formula Name – The Fixed Pitch formula assigned to the Heijunka Box. If left blank, the
system uses the default Fixed Pitch formula.
Report Production
Production can be reported from this screen for manufactured items. If a card is yellow users can double
click on the item # to access the Report Production form.
Top Section Fields:

 Pacemaker – only applicable for manufactured items

 Item # - Displays the Item #, Description, Ext. Description, Class, Rev, and UOM of the item.
 Backflush – only applicable for manufactured items
Non Serialized Items:
The Enter Quantity tab will only be visible for non-serialized items. To report production enter a quantity
in the Good Parts field, and enter a lot number if applicable. A Manual/Backflush In transaction will occur
for the quantity of good parts entered. The Backflush check box will be checked if the 'Scanner Print
Label/Backflush' check box is checked for the item in Kanban Control in EIQ. It cannot be check or un-
checked from this form.

Serialized Items:
Scan Serial is available for SIC items. Select the search button to access the pick list of all SN#s for this
item that have not been dispositioned. A Manual/Backflush In transaction will occur for the quantity
associated to the serial number.
Print Labels tab
This is only applicable for manufactured items. The default information will populate in the other fields
as with all labels. Make any necessary changes on the General tab or User-Defined tab and select the OK
button to print the label. A Manual/Backflush In transaction will occur for the quantity associated to the
label.
Reject Reporting

The Reject Reporting option brings up a screen displaying a Rejects Trend chart and Pareto diagram for
the work center displayed in the top tool bar.
The top section of the Reject Reporting screen displays the Production Date, Shift, and Item information.
The user can select a different production date from the drop down calendar and/or a different shift
from the list. If the date or shift is changed select the ‘Apply’ button (lightning bolt) to refresh the screen
for the selected date/shift.
The Rejects Trend Chart shows a line graph of the quantity of rejects and the time they were reported.
The Rejects Pareto Chart displays a bar graph of the quantity and reason for the rejects.
To close out of this screen select the Close button in the bottom right corner.

Downtime

This selection allows the user to give a reason why a machine is down. This will only apply to
unscheduled downtime. Unscheduled downtime is determined by RealTime as not receiving a cycle after
the ‘Downtime Threshold Multiplier’ times the greater of either standard cycle or average cycle has past
or a minimum of 120 seconds. The Downtime Threshold Multiplier is set in The RT Server module under
the Options/Parameters menu. This value defaults to three. At this point RealTime will open a Downtime
Interval and keep track of how long the machine was down. As long as the machine is down, it is referred
to as an open interval. When RealTime receives a cycle, it closes the downtime interval. The downtime is
now referred to as a closed interval.
Note: The Downtime Threshold Multiplier is a global setting for all RTServers connected to the same
Oracle database.
Select the Downtime button. By default the current work center will be displayed. Use the search button
to select a different work center from the pick list, or use the navigator bar to scroll to the desired work
center. If the criteria is set to include all work centers, the system will remember this in the registry and
the downtime form will display all work centers each time it is opened.
This screen is divided into the following sections:
Downtime Interval- This section allows you to narrow the search for downtime intervals on machines
Select Criteria reported by RealTime.
Down Code Entry After completing the Select Query portion, your query selections will appear in
Screen this section.
This section allows you to enter more detailed information to explain the
Downtime Memo downtime more fully than just a downtime code. You may have a separate memo
for each downtime interval.
The following figure shows the Downtime screen:

Selection Criteria:

Select between Current Shift Intervals, Current Shift Open Intervals, Current Shift Closed Intervals, or Past
Shift Intervals.
 If Current Shift Intervals is selected, the Downtime screen will display open and closed intervals for all
work centers or the selected work center. The open intervals will be highlighted a light yellow, and
the closed intervals will be white.
 If Current Shift Open Intervals is selected, the Downtime screen will display unscheduled down
intervals for the selected work center or all the work centers.
 If Current Shift Closed Interval is selected, the Downtime screen will display the downtime intervals
for the current shift that are closed.
 If the user selects Past Shift Intervals, the Downtime screen will display all past shifts - closed
intervals.
Additional Criteria Selections:
 Mfg Type - Select a Mfg Type from the drop down list to filter the downtime intervals displayed
based on work centers associated to the selected Mfg Type. Select the 'Include All' option to see all
Mfg Types.
 Work Center - The downtime intervals displayed defaults to the current work center. A different
work center can be selected by specifying a work center using the drop down list or the pick list in
the criteria form. To view for all work centers select the 'Include All' check box. The pick list is filtered
based on the EPlant the user is logged into.
 Mfg # - A specific Mfg # can be selected from the pick list, or choose to include all. This is
remembered in the registry.
If Past Shift Intervals is chosen you may filter the selection even further for:
 Production Date - Select a date from the drop down calendar or check the 'Include All' option.
 Shift - select a Shift button or check the 'Include All' option.
Steps to Enter Downtime:
 Selection Criteria – To enter a downtime code for something other than the Current Shift
Open Interval for the current work center (the default), press the Selection Criteria button.
Select the desired Interval.
For Current Shift Closed Intervals, press OK to view all work centers or select a specific work center from
the drop down or pick list in the Work Center # field.
For Past Shift Intervals: Select a specific Production Date (using the drop down calendar or select the
calendar speed button to access a large touch screen calendar), Shift, or Mfg #, or select Include All for
any of them. Note: When you click Edit Downtime it does not show the exact second the downtime
ended (it rounds to the nearest minute), the Interval End field on the main screen does show the hours
minutes and seconds.
 Select the Edit Downtime button – A form will appear to enter the downtime reason accessed
from the pick list and a comment. The list is filtered as follows:
 If there are downtime codes on the BOM Level – only show those codes
 If there are downtime codes on the Work Center level – only show those codes

 If there are downtime codes on both the BOM and Work Center levels – only show the combined
codes
 If there are no downtime codes on either BOM or Work Center levels – show all codes with soft
filters on EPlant.
 A downtime code can be added to multiple records at once by first pressing the 'Automatic
Multi-Select' button and click on the desired records.

 Downtime Comment – Each Downtime interval may have a separate comment. Comments are
optional. To enter a comment place the cursor in the Downtime Comment field and type the
comment using the actual keyboard if available or select the Keyboard button to bring up
the touch screen keyboard. Once all data is entered select OK.
Other Options:
When the 'Current Shift - Opened' criteria has been selected a Reopen Interval icon allows you to
‘restart' the downtime for a specific open downtime interval. Highlight the interval you would like to
‘reopen' and click this icon. The Interval Start time will change to the current date and time. This option
is only available on Current Shift Open intervals.
The Split Downtime Interval speed button allows the user to enter two different downtime reasons for
one closed interval. This feature can be used to specify two downtime codes for a closed interval from
the Current Shift Closed Intervals or the Past Shift Intervals (this cannot be used with open intervals).
To split the downtime interval highlight the closed interval and click on the speed button. The following
form will appear:

The top section displays the interval start and end times as well as the total hours the work center was
down. The bottom section displays the interval split in two. The system defaults to dividing the interval
in half but the amount of hours for each interval can be changed. To change the split the user can use
the bar or type the information in the down hours field on the first interval. To change the hours using
the bar, drag it in either direction and the hours for each interval will change. The hours may be changed
by entering in the number of hours for the first interval and the system will automatically calculate the
hours for the second interval based on the total down hours in the top section.
Once the number of hours has been established for each interval select the downtime reason for each
from the pick list (Search button) next to Down Code, or use the drop down lists in the Down Code field.
There will now be two line items for the interval on the main form. Each interval can have a separate
comment associated with it.
Adding Downtime Intervals for Non-Signaled Work Centers

Users can manually enter downtime intervals on work centers that are connected to RealTime™ but
marked as 'RTServer is Not Signaled'. The Downtime Intervals screen will have a plus and minus icon to
add or delete an interval.

To Add a downtime interval select the insert record (+) button and the following form will appear with
the Work Center #, Mfg #, and EPlant ID populated:
The Interval Start defaults to the current date and time. Select the Set Date button to enter the date and
time information in the field.
The Interval End field can be left blank, which makes it an open interval. Once the downtime is over, the
user can select a date from the Set Date button and the time from the Set Time tab available within the
date form.
Select the Downtime Code from the pick list accessed by clicking on the search button next to the field.
The Code Description will fill in based on the selected code. Press OK to close the form and return to the
RT Downtime Interval screen. The entered downtime will be listed.
To Delete a downtime record, click on the 'delete Record (-) button and select OK.
Print
The Print speed button will access the list of registered reports for the module.

Internal and External Documents
From the Internal and External Document screen the user can view, edit, add, delete, or print the
documentation associated with the BOM, Inventory Item, Equipment, and Customer for the job currently
running on the selected work center. The two document screens, internal and external function basically
like the documents in EnterpriseIQ. The following figure shows the External Documents screen with BOM
button selected:

Both document screens (internal and external) identify the manufacturing configuration that is running,
the customer for whom the work order is running, and the item number being produced in the upper
grid. Both screens are divided further into Runs Best, BOM, Customer, Inventory, AKA, Work Center, and
MRO documents. This provides you with a view of all the documentation connected in one way or
another with the job running currently on the selected machine. For example, if you wanted to see
documents associated with the manufacturing configuration, click the BOM button. To see documents
associated with just the customer, click the Customer button. For documents connected with the item
number (second grid), click the Inventory button. The Runs Best option will display internal and external
documents associated to the Runs the Best information for the BOM.
When the MRO option is selected the user will get a message: “Show MRO Equipment for Work Center
only? If you select No, MRO will be shown for BOM Equipment.” If showing documents for Work Center,
the parent data looks at the Work Center and obtains the associated MRO record. A MRO record must
exist for this work center for data to appear. Only one grid will appear at the top, and will display the
MRO record for the selected Work Center. If showing documents for “BOM Equipment,” then the left
grid at the top will display the currently running BOM (as it always has), and the right grid at the top will
display the Equipment itemized for the selected BOM (as listed under the “Tool Information” on the
BOM screen).
Note: The system will remember in the registry the last Document type accessed, such as BOM or
Inventory.
From the Internal Document screen the user can do the following by selecting the corresponding button
or using the navigator buttons:
 Add – Add a new document.
 Edit – Edit an existing document.
 Delete – Delete an existing document.
 Print – Print a document.
From the External Document Screen in the user can do the following by selecting the corresponding
button:
 Search - Search for an associated document using the pick list
 Filter - Access to the advanced filtering form
 Launch Document Control
 Print
 Scan
RealTime Labels

Shop personnel can access RealTime™ Labels to print labels. When you click the RT Labels button the
following form will appear:
Notes:
 If a machine is currently scheduled with downtime the user will be unable to open RT Labels.
 If the user tries to print labels and the item # is not the same as the item # currently running, a pop
up a warning, with OK and Cancel buttons, will appear stating: "<itemno> is no longer the current
job. Continue?" Security is available on the OK and Cancel buttons.
If the work center is running multiple items a grid will appear at the top listing all of the items. A label
can be printed directly from the grid using the printer icon next to the item.
Labels can be printed directly from this screen for the item currently running on the selected work
center. If the item is not an item directly ordered from the customer a pop up message will appear
stating this. The user can select the OK button and will be taken to the label screen.
Enter the correct data in the editable fields using the drop down buttons, pick lists, and keypads.
Below is a field listing for the Print Label screen for a manufactured item:
Date This will default to the current date but can be changed.

This will display the customer associated with the sales order. This cannot be changed for a
work order that is associated to a sales order.
Customer
The Default and AKA customers will be available in the list for WOs that are not associated
to any Order# such as MANUAL and FORECAST WOs.
This is the order number associated with the selected item. This field can be changed by
Order #
clicking on the pick list speed button and selecting a sales order from the list.
PO # This is the purchase order associated with the order # for the item selected.
AKA Item # This will display the AKA Item # when applicable, such as when printing labels from sales
orders. This will populate based on the AKA # from the sales order. It will not display when
printing labels from inventory.
Sales Order Qty This is the quantity of items on the work order release.
Equip. # Work Center where item is being manufactured.
This is the bill to address associated with the order. This can be changed if additional bill to
Bill To addresses exist for the customer by clicking on the drop down arrow and choosing from
the list.
This is the ship to address associated with the order. This can be changed if additional ship
Ship To to addresses exist for the customer by clicking on the drop down arrow and choosing from
the list.
This is the label that will be printed. To change the label type click on the drop down
Label
arrow. This is a list of the label menu titles that have been created.
This is the manufacturing number associated with the order/part. When printing labels for
Manufacturing # an AKA Selling item that has a BOM associated to it, the Print Label screen defaults to the
AKA BOM.
Lot # The user may type in a lot number to print on the label.
The sequence one packaging item associated with the part. If more than one packaging
Package item is associated with the item the user can select a different one from the drop down
list.
This is the number of items per packaging item. This information comes from the BOM.
If the item has a standard box quantity and the user enters a larger value they will get a
PK Unit warning: "The Box Quantity you entered is greater than the standard box quantity.
Quantity Continue?" Select Yes to continue printing the label. Security can be set on this warning to
not allow labels to be printed for a quantity greater than the standard.
If the item does not have a standard box quantity the warning will not surface.
This is the number of labels to be printed. This defaults to one. The system will calculate
this by clicking on the calculator icon (Work Order quantity/Box Qty = labels qty).
Labels Quantity
If a value of zero is manually entered the user will receive an error when attempting to
print the label, 'Valid Labels Quantity must be entered'.
This is the number of the first box. The user can edit this field by clicking on the icon next
First Box #
to the field and typing in the first box number.
This information populates with the volume data from the additional tab in inventory for
Volume
the associated packaging item.

This information comes from the detail tab on the Items Details tab in BOM for the
Weight
packaging item.
Country of This is the Country of Origin for the item. The user can select this from the user defined
Origin drop down list, or enter it manually. This will populate in the Master Label table.
Printer If the selected label is a Label Matrix label this field will be visible for the user to select a
specific printer. The selected printer will be remembered.
Label This allows users to override the label disposition setting. The drop down choices are:
Disposition System, Dispositioned, Non-Dispositioned.
Setting
 If the user does not touch the drop down it will be blank and the system will use the
global parameter in System Parameters -> Label Setup -> Print all Labels (Purchased or
Manufactured) based on whether the item is Purchased or Manufactured.
 If the user selects System, the global parameter will be used.
 If the user selects Dispositioned, the system will set all labels printed in this session as
Master_label. Dispo_Scan = Y.
 If the user selects Non-Dispositioned, it will set all labels printed in this session as
Dispo_Scan=N
The system does not remember the previous drop down selection, it will always default
the field to blank, which uses the global setting. Security can be added to the field.

The User Defined button accesses the user defined fields. These are additional fields that can be added to
labels. The label text and data are user defined and can be used for any purpose. Security can be placed
on the user fields to prevent users from editing the information.
Print Labels
Once the information is entered select the Print Label button to print the label(s). A pop up will appear
asking the user if they would like to print another label. When the user answers No to 'Print Another
Label' the system will revert to whichever screen was showing before the Print Label module was
accessed. (Security is available for this pop up message including the No and Yes buttons).
Note: The ShopData Printer Configuration Utility can be used to define the printer a Crystal Report label
should be printed to for a part number/work center combination. This utility limits the work necessary
on the user side to setup and maintain the system. Printer designation is also useful if the user wants
someone other than the shop floor personnel to select the printers for printing RealTime Labels. For
more information please see the ShopData Printer Configuration Utility http://my.iqms.com/cfs-
file.ashx/__key/Technote/Printer_2D00_Configuration_2D00_Utility.pdf TechNote.
Note: When printing a dispositioned label, if the parameter 'Trans Code is Mandatory' is turned on in
EnterpriseIQ, a ‘Transaction Code must be entered’ message will surface. However, the system will still
print the label and will also write to the MASTER_LABEL and TRANSLOG tables when printed.
selects the print button the system will Prompt for the Badge #. This will populate the BADGENO field in
MASTER_LABEL.
Note: If 'Lot# is Mandatory' is checked and a Dispo Designator is set at the Work Center, if the Dispo OUT
location does not exist when attempting to Print RT Labels from Shop Data an Error will surface, even if
you enter a Lot# for the Parent item: "Error: Missing mandatory field 'Lot#'. [Item: item# of RawMaterial,
Loc ]", and the label will not print.
Disposition Options
Disposition Labels(s) Multiple Shifts - When this button is down a disposition form will appear to allow
the user to floor disposition the items. With Disposition label depressed and after you enter the
information to print on the label, and then Print label, the user is automatically brought to the
Disposition Form where the shift, work center, item# and other information is visible. The quantity
indicated on the label(s) will automatically populate in the quantity field. The user can enter a lot# and
choose the location before dispositioning. The Master Label will be updated. (See the Floor Disposition
section above for more details).
Disposition Label(s) Current Shift - If this button is depressed the item will be dispositioned to the current
shift using the disposition hierarchy, the user will not have to select a shift or a location. If the item is not
currently running, the user will be alerted.
Only one of the two disposition buttons can be depressed at a time, however, both can be deselected if
the user does not want to disposition the label while printing.

when using one of the Disposition Label options, users will be prompted to scan serial numbers for the
materials that will be backflushed. This applies to Serialized Inventory Control (SIC) items as well as Non-
SIC items. The Consumed Materials screen will appear to select serials to backflush.


Create a New Label

The user also has access to the New Label form. Select the New Label button and the following screen
will appear from which the user can create a new label.
Please reference the Label chapter in the Manufacturing Manual or access the online help for Labels
from the Print Label form in EnterpriseIQ (select Help/Contents from the menu) for additional
information.
Sales Order Labels

The Sales Order Labels button accesses the pick list of manufactured items and their corresponding sales
order numbers. From this pick list the user can select an item to create label(s) for. The user can select
how the pick list is sorted by clicking on the column header. The sort column will become the first
column. Several columns are available for sorting such as: Item #, Description, Sales Order #, and PO#.
The user can scroll through the items using the navigator bar or type information in the Search Text field
and select the search button to find a specific item in the list.
Once an item is selected the user will see the Manufactured label form to enter in the details of the label
and print. (Refer to the field listing in the RealTime Labels section for details). After printing a label, a pop
up will appear asking the user if they would like to print another label. When the user answers No to
'Print Another Label' the system will revert to whichever screen was showing before the Print Label
module was accessed.
If the item has a standard box quantity and the user enters a larger value they will get a warning: "The
Box Quantity you entered is greater than the standard box quantity. Continue?" Select Yes to continue
printing the label. Security can be set on this warning to not allow labels to be printed for a quantity
greater than the standard.
If the item does not have a standard box quantity the warning will not surface.
MASTER_LABEL.

Inventory Labels
The Inventory Labels button will display a pick list of all master inventory items. The user can select an
item from the list by scrolling with the navigator bar or utilize the search text feature.
Once the item is found press Select and the label form will appear.
If the item is a manufactured item the Manufactured label type will appear. If the item is purchased the
Purchased label type will appear. Below is an example of the purchased label screen:

Enter in the data in the editable fields and select the Print Label button to print the label(s).
Below is the field listing for a Purchased label:
Date This will default to the current date but can be changed.
This is the label that will be printed. To change the label type click on the drop down arrow.
Label
This is a list of the label menu titles that have been created.
Lot # The user may type in a lot number to print on the label.
Pk Unit
This is the number of boxes.
Quantity
Labels
This is the number of labels to be printed.
Quantity
Country of This is the Country of Origin for the item. The user can select this from the user defined drop
Origin down list, or enter it manually. This will populate in the Master Label table.
Printer If the selected label is a Label Matrix label this field will be visible for the user to select a
specific printer. The selected printer will be remembered.
Label This allows users to override the label disposition setting. The drop down choices are: System,
Disposition Dispositioned, Non-Dispositioned.
Setting
 If the user does not touch the drop down it will be blank and the system will use the global
parameter in System Parameters -> Label Setup -> Print all Labels (Purchased or
Manufactured) based on whether the item is Purchased or Manufactured.
 If the user selects System, the global parameter will be used.
 If the user selects Dispositioned, the system will set all labels printed in this session as
Master_label. Dispo_Scan = Y.
 If the user selects Non-Dispositioned, it will set all labels printed in this session as
Dispo_Scan=N
The system does not remember the previous drop down selection, it will always default the
field to blank, which uses the global setting.
AKA Item # This will display the AKA Item # when applicable, such as when printing labels from sales
orders. This will populate based on the AKA # from the sales order. It will not display when
printing labels from inventory.
The manufactured label field listing is the same as when printing from RT. For details please see
RealTime Labels.
After printing a label, a pop up will appear asking the user if they would like to print another label. When
the user answers No to 'Print Another Label' the system will revert to whichever screen was showing
before the Print Label module was accessed.
MASTER_LABEL.

Serial # Tracking
Serial Number Tracking is used to view label information for specific Serial Numbers.
EnterpriseIQ uses a master label table to manage the data from the creation of labels. Every label
created through EnterpriseIQ adds a record to this table, and each record/label is assigned a unique
serial number.
The information stored within this table is based on when the label was created. It is essentially a record
of the label itself, though other tables are actually used to create the label. Note that data elements such
class, itemno, description, serial number and FG_lotno are part of this table. This provides easy access to
the pertinent manufacturing data included in the box or package containing the label.
The serial number is stored as a character string (typically nine digits), preceded by leading zeros. It is
based on the unique ID number automatically assigned during the creation of the label.
To view the label data based on the serial number select the Serial # Tracking button from the Menu in
ShopData. A pop up form will appear to enter the serial number. To enter a serial number select the
button next to the field to access the keyboard. Or select the search button to access the pick list of
serial numbers. The pick list includes fields such as: serial #, item information, print date, quantity, and
VIN #.

Once entered select OK.

The Serial Number Tracking form will appear displaying the details about the label. The transaction log
details for the serial number will be visible for packages that have been dispositioned with labels.
Container Labels - If the label is a pallet label the form will display information for the pallet, containers
on the pallet, and if foreign serial numbers were used to fill the containers those will show also.
VIN Tracking - This tab will be available for users licensed for VIN Generator.The information comes from
the VIN_HISTORY table which is populated based on the table below.
Note: The VIN History table will not populate the VIN # unless the Config Code is populated in inventory
on the Manufacturing tab.
Field Name in Column Name in data When the field is populated

system base
(if applicable)
VIN Number VIN_NO VIN Generation
Serial # SERIAL VIN Generation
Config Code SMART_CODE VIN Generation

ARINVT_ID VIN Generation
Item # ITEMNO VIN Generation
Rev REV VIN Generation
Class CLASS VIN Generation
Description DESCRIP VIN Generation
Ext Description DESCRIP2 VIN Generation
Mfg # MFGNO VIN Generation
STANDARD_ID VIN Generation
Weight CONFIG_WEIGHT VIN Generation, can be edited.
This is taken from the BOL Data
page(s) of component(s) attached to
the BOM. Entries are calculated as
Case Info: Weight (Lbs) divided by
Case Info: Items per Case.
For example, if BOL Data: Case Info
shows Qty = 1, Weight = 32, and
Items per Case = 10, then VIN
Tracking: Weight = 3.2, derived as the
weight of a case (32) divided by the
number of items in the case (10).
GAWR GAWR VIN Generation, can be edited
GVWR GVWR VIN Generation, can be edited
Tire Size TIRE_SIZE VIN Generation, can be edited
Rim RIM VIN Generation, can be edited
PSI PSI VIN Generation, can be edited
Single/Dual SINGLE_DUAL VIN Generation, can be edited
Vehicle Attributes VEHICLE_ATTRIB VIN Generation
Spare Tire SPARE_TIRE VIN Generation, can be edited
Number of Axles NUM_AXLES VIN Generation
Model Year MODEL_YR VIN Generation
ARCUSTO_ID VIN Generation
Company ARCUSTO_COMPANY VIN Generation
Order # ORDERNO VIN Generation
Updated with Packing Slip generation
ORD_DETAIL_ID VIN Generation
PO # PONO VIN Generation
Work order Number WORK ORDER_ID VIN Generation

LM_LABELS_ID VIN Generation
CRM_QUOTE_DETAIL VIN Generation
_ID
Sales Value UNIT_PRICE VIN Generation
Sales List Price LIST_UNIT_PRICE VIN Generation
Dispo Date DISPO_DATE Reporting Final Assy or RT Scan to
Inventory
Lot # FG_LOTNO Reporting Final Assy
Location LOC_DESC Reporting Final Assy
SHIPMENT_DTL_ID Packing Slip creation
Config Choices ARINVT_CARGO.DATA VIN Generation, can be edited
1

Note: When a VIN label is generated/printed it contains customer and sales order information, and it
also generates a master_label record with the same detail. When a RF/WMS user has the Verify order
option=Y and ships the label toward a different order and customer the ARCusto_ID, ARCusto_Company,
OrderNo, Ord_Detail_ID, PONo, and CRM_Quote_Detail_ID fields in master label and VIN_History tables
are updated. The system will also update this information if an item was allocated to a sales order,
released from that order and then re-allocated.
Note: The ARCUSTO_ID and ARCUSTO_COMPANY fields are updated in VIN_HISTORY when the customer
is changed on the sales order.

Repack To and Repack From Information
If the label has been repacked to or from another serial number that information will display in the
'Repacked To SN#' and 'Repacked From SN#' fields in the upper section. Only the first serial number will
appear in the top section. An additional grid displays at bottom of the form for 'repacked to' serials. This
will list multiple serial numbers when applicable. Right click in the lower grid and select 'Jump to SN' to
jump to the repacked to serial number. The Serial Number tracking form will open to the highlighted
serial number.

Dimensional Inventory
This tab will display the Dimensional Inventory information for the serial # for serialized inventory
control (SIC) items. The information on this tab is not editable. (The tab is visible for non-SIC items as
well but will not have information).
Right Click Options from the Upper Section

 Drill Down by Lot # - This option opens the Lot Number Tracking form for the item associated with
the label.
 Jump to Inventory - Jumps to the inventory module for the item associated to the label.
 Jump to BOM - Jumps to the BOM for the item. If the item is not associated to a BOM, the BOM pick
list will appear.
 Jump to Work Order - If applicable users can select this option to jump to the work order.
 Jump to Packing Slip - If a packing slip is associated to the label this option will be visible to jump to
the packing slip.
 Copy Cell to Clipboard - This option will copy the information in a cell to the clipboard to be pasted
elsewhere.
 Show Serial Numbers - This option is available from the Serial # Transaction Tracking tab. This option
displays serial numbers associated to individual transactions for the item made from anywhere in the
system, including IQRF and WMSIQ. (This information is recorded in the TRANSLOG_MASTER_LABEL
table in Data Dictionary). Select the lock button to ensure the serial number(s) remain in the pop up
when another show serial numbers form is opened. If it is not locked when a subsequent Show Serial
Numbers form is opened the previously opened one will refresh to display the second forms serial
numbers
Speed Button Options
 Search Serial # - This brings up the form to enter the serial number to search for.
 Reprint Label - This option will reprint using the original label from master_label.lm_labels_id
column, regardless of ‘Reprint Original Label’ setting in System Parameters > Label Setup tab. For
older labels if master_label.lm_labels_id was not filled in, this will reprint according to the label
hierarchy. When reprinting LM labels through Serial Number tracking, the printer set on the LM label
will be used. (See Reprint a Range of Labels section below for details on printing a range of labels).
 Inventory Move Transaction Location Plan Simulation - (This option is only available if licensed for
'Advanced WMS') - When selected the Transaction Rules will be processed based on the SN that is in
focus. The Transaction Plan will be displayed for troubleshooting purposes. No Move transaction will
take place. (For more information refer to the Advanced WMS http://my.iqms.com/cfs-
file.ashx/__key/Technote/advanced_2D00_wms.pdf TechNote).
Reprint a Range of Labels
Select the Reprint option on the 'Enter Serial Number' form to reprint a range of labels.

Enter the From and To serial numbers using the keyboard accessed by clicking the button next to the
fields, and select Apply. The labels will be listed in the lower section displaying the label details such as
Item #, Description, Qty, Shipped, etc.
Note: Serial Number Tracking is filtered by EPlant to prevent users from printing labels from other
EPlants. Labels in the selected range not from the users EPlant will not appear. When in view all, users
can print labels from from any EPlant.
Default Label - Select the search button to select a label format to use to reprint all the selected labels.
Once a default label format is picked a pop up message will display stating, "Do you wish to update all
the labels in the range?". Click Yes to update all of the selected labels with the selected label format.
Clicking No will return the user to the reprint form with no changes. A different label can be selected for
a specific serial number by clicking on the ellipsis button in the Label field in the lower section. The pick
list of labels will appear to choose from.
Setup CRW Printer - This allows users to select the CRW printer for reprinting the labels. This alleviates
the user from having to select a printer for each Crystal label. Select the ellipsis button to bring up the
Print form to select a printer. If a printer is selected, when clicking on Reprint, the system will use the
specified printer for printing all of the CRW labels.
To reprint all of the listed labels select the Reprint button.
Note: Without a default label applied, the Label column fills in with the label format used when last
printed. The label format entered overrides a label assigned to an item (example: Inventory > Additional
tab), and regardless of the ‘Reprint Original Label’ option in System Parameters > Label Setup tab. If it is
not desired to reprint based on the last label used be sure to change the default label for all records
(Default Label option in upper section), or the label for a specific record (Label field in lower section). For
older labels the Label column may display as null if the master_label.lm_labels_id was not filled in, and in
this case will print according to the label hierarchy unless another label is selected.
Foreign Serial Numbers

Foreign Serial numbers are serial numbers from labels typically from purchased items. Foreign serial
numbers may contain up to 50 alphanumeric characters. Foreign serial numbers can be linked to boxes
with labels bearing EnterpriseIQ generated serial numbers. This link is done through the Scan Line
module. (Please refer to the Scan Line TechNote for more details). Once in place, the system can be used
to trace foreign serial numbers back to the box and pallet used during packing and shipment. To trace a
Foreign Serial number, select the 'Foreign' box on the Serial Number form and enter the foreign serial
number. The system will display the boxes/pallets that are associated with that foreign serial number.
Void Labels

This option will allow the user to void a range of labels. The label can only be voided if it has not been
dispositioned or used in a shipment. This function will remove the label permanently from the master
label table.
Select the Void button from the search form. Enter the range of labels in the from and to fields and
select Apply. The selected labels will appear in the lower section. If the label cannot be deleted it will
appear in red.
Select the Void button to complete the process. To exit without voiding the labels select Cancel.

SPC Quick Inspection
This option is available to customers with the EnterpriseIQ SPC module. From this option users will be
able to perform a SPC Quick Inspection of a Part, Process, Buying and Selling AKA, MRO/Tooling item, or
Work Centers. The user will first select the Filter option: All, Running, or Scheduled and the Type from
the pop up box (unless a Default Inspection Source has been selected in Configure ShopData).
The filters work as follows:

 Parts
 Running -> pick list of the inventory item(s) currently running on the work center if an Inspection
Setup has been created for the item.
 Scheduled -> pick list of inventory items scheduled on the work center with an Inspection Setup.
 All -> pick list of all inventory items with an Inspection Setup.
 Buying and Selling AKA
 Running and Scheduled - AKA is not considered. (AKA only applies to the All option). This
functions like the Parts option described above.
 All - This will bring up a pick list of all items with Inspection Setup with columns for AKA #/AKA
Description.
 Process (AS and FAB Class processes)
 Running -> pick list of work order currently running on the work center with a process that has an
Inspection Setup.

 Scheduled -> pick list of work orders scheduled on the work center with a process with an
Inspection Setup.
 All -> pick list of all work orders with a process with an Inspection Setup.
 Tooling/MRO (only pertains to the work center).
 Running and Scheduled -> If the work center has an Inspection Setup the quick inspection
process will start for the work center.
 All -> pick list of all Tooling/MRO equipment.
 Work Centers
 Running and Scheduled -> If the work center has an Inspection Setup the quick inspection
process will start for the work center.
 All -> pick list of all work centers.

Note: If a record is selected that does not have an Inspection Setup an error will appear stating: "The
selected [Work Center/Inventory Item/MRO Equipment] has not been configured for SPC".
Note: The Tooling/MRO option in ShopData->Quick Inspection only pertains to the work center and
functions the same as that option. However, when selecting the Tooling/MRO option from RealTime™ a
pick list of of tooling associated to the BOM will appear. This feature can be accessed from the right click
'Quick Inspection->Tooling/MRO' option available in the RT Work Center and RT Monitor modules in
ShopData.
Next enter the employee name using the employee or team member list. (Check the 'Do not show next
time' box if you would prefer to not see this option). If the 'Enable electronic signature sign off' option is
checked in System Parameters->Company File Information->Application tab the employee will be asked
to enter their username and password.
Depending on the type of inspection selected, the next pick list will be for the part, tooling/MRO, work
center, or processes. Select the correct item from the list and the list of Quick Inspections associated
with the item will be listed. Select the inspection to be performed. The gage/device selection box will
appear, select a gage/device or cancel to use the first one. Users can check the 'Do not show next time'
box on this screen also to not have this pop up appear each time. Once past this screen the SPC Quick
Inspection screen will appear.
Note: If there are open CARs, MRBs, ECOs, Deviations, or PPAPs a status exception will be raised
requiring authorization to proceed.
Quick Inspection Screen

When creating a Quick Inspection record in ShopData, the information for Mfg#, Work Order #, or Work
Center # will only be populated on the Quick Inspection group information section if the item is running
on the work center selected at the top of the screen. Otherwise, the values will be null and can be
edited as needed. If the work order # required option is selected for the Inspection Group, the user will
be required to select a work order # from the pick list.
Select the 'Group Information' toggle to switch from viewing the group information and the sample
details, to just the sample details.
Note: For Tooling/MRO quick inspections the Work Center #, Serial #, Cavity #, Manufacturing #, Receipt
#, and Tool # fields are not displayed.
Speed Button Options:

 Charts - Select the Charts button to select a chart for viewing (X-Bar, X-Bar and Range, and P and NP).
Select the 'Enable Multiple Charts' option to be able to view multiple charts at one time.
 Print Labels _Opens the Print Labels form
 Print Reports - Accesses the registered reports menu for reports associated to the Quick Inspection
module.
 Carry Over Inspection Detail - Depress the 'Carry Over Inspection Detail' button to carry the details
from the current quick inspection to a new record. When a new record is created using the + button
the system will carry over the following information: Manufacturing #, Work Order #, Receipt #, PO #,
Vendor #, Vendor Company, Note, User Text 1-3, FG Lot#, and Serial#. This will prevent the inspector
from having to manually enter the information when performing multiple inspections on the same
material and lot.
Note: For non-DBA users only 10 Quick Inspections can be opened at a time on one workstation
For additional information on Quick Inspections please see the SPC help file.
Maintenance, Repair and Overhaul (MRO) Work Order

From this option the user can view existing MRO work orders or create a new miscellaneous MRO work
order for any piece of MRO equipment. After selecting the MRO Work Order button, by default the list of
equipment associated to the BOM or Work Center will appear. To view all equipment select the toggle
button on the pick list . A check box called ‘Show existing Work Orders’ is available on the pick list. If
checked, when a piece of equipment is selected, a pick list of open work orders associated to that
equipment will appear (if any) to choose from. Select a work order from the pick list to view/edit. To
create a new work order, highlight the equipment in the first pick list and click on the ‘OK’ button.
When a new work order is created a form to enter text describing the maintenance required.
Information can also be entered in the Hours, Number of People, Hours for Task, Code, Department,
Status. Priority, Requested By fields, and WO Type. Much of the data is entered via drop down lists. A
touch screen keyboard is available for the user to enter text where applicable if a keyboard is not
available.

Once the task information has been entered, select the OK button and the MRO work order will appear:

The Work Order screen will display the basic information about the work order. The fields with data in
the above screen shot are automatically filled in by the system. The Work Order Date and Start Date
default to the date/time the work order was created. The WO Type defaults to Emergency. The user can
make adjustments to the fields or add information in the ones without data.
Other options:
Select the corresponding speed button to access one of the following:

 Filter – This will filter the pick list to display only open, only closed, or both types of work orders.
 Print – This option will print a single work order or a range of work orders.
 Search – This brings up a pick list of existing work orders.
Tasks
To view the Task information, select the ‘Tasks’ button:

From this screen the user can associate labor and material to the task, create notes, and close task(s)
once completed, by using the speed buttons. There is also a Quick Inspection button which will access
the Quick Inspection module for the equipment. If the equipment has not been added to the Inspection
Setup module a warning will appear stating, 'The selected MRO Equipment has not been configured for
SPC'.
Task Details - The Task Details such as General, Checklists, and User Fields can be displayed/hidden by
selecting the double blue arrow button. When displayed, information such as Code and Comment can be
entered on the General tab. If the task has a checklist associated to it users can select the Checklist
button to enter the status of the checklist items. This form functions similar to the MRO work order form
within the MRO Module.
Close Work Order - After selecting Close Selected, or Close All the following form will appear:

Task Values:
 Closed Date - Use this field to enter the actual date and time the task was completed. The
information will default to the current date and time. Click on the drop down calendar to select the
date. Use the up/down arrows or type in the time the task was completed. The date and time can
also be changed by selecting the 'Date' speed button at the top of the form and entering the
information in the pop up box. Changing the date is available regardless of which Task Unit
Count/Task Reset Option that is selected.
 New Total Units - This is the Current Total Units less the Starting Units. This value can be changed by
typing over the calculated value. The value in this field will carry over to the Total Units for the task
on the Tasks tab on the main screen. If the task is not associated with an equipment the user will not
be able to edit the field.
 Starting Units - This is the starting units on the task when the work order was created.
 Current Total Units - This field will display the current total units for the task found on the Tasks tab
on the main screen.
 Incomplete - Click the 'Incomplete?' button to toggle it to Yes if the task was not completed. The task
line will be yellow. Labor and inventory can still be entered. Marking a work order incomplete will
reset the New Total Units to zero by default when the reset when closing or zero when closing task
unit count parameters are used. Users can manually adjust the New Total Units, if it is not desired
that they return to zero. Both the starting units and current total unit information is available.
Select the Disposition Attached Inventory and Attached Labor buttons to enter the labor and disposition
inventory from the corresponding forms.
(For additional information on entering this data please see the MRO help file available by selecting
Help->Contents from within the MRO module).
Scheduling
To view when the work order is scheduled select the ‘Scheduling’ button:

This screen will list the date and time when the MRO work order is scheduled.
Report Production by Work Order

This is a separate production reporting module to report production by work orders rather than by shift.
Note: This module should not be used on the same MFG Cell that you are currently reporting production
with the Production Reporting by Shift module. Both modules can be used together but on different
MFG Cells. For RealTimeTM users the 'Disable RealTime Shift Report' option in Shop Calendar should be
checked for MFG Cells where the Production Reporting by Work Order module will be used.
The wizard will allow the user to select a work order, enter/scan/print labels for good parts, enter a lot #,
select a work center, enter production hours, enter labor hours, enter rejects, disposition the parts, and
post the production report by the work order instead of by shift. The end of the wizard will display a
summary page and costing information.
Start
Select the Report Production by Work Order button on the Module Toolbar. A pick list of work
orders will appear. Select the desired work order and the following form will appear:

This tab will display the Work Order #, Work Order Qty, and Remaining Qty, and the Item information
based on the selection made from the pick list. To change the work order or item select the ellipsis
button in the fields and select from the corresponding pick list. The Clear button will remove all of the
data that was entered to start the production report over.
For COMPOUND1 and MBATCH Mfg types the system will display a ‘COMPOUND1 (or MBATCH) Hard
Allocated Qty’ field with the total quantity allocated under the Mfg # field.
Select the WO Completed box if the work order is complete. After clicking on the 'Finished' button on the
Summary or Costing tab if this box was checked the system will ask if the user wants to delete the WO,
“WO# xxxxx has been marked completed. Delete this WO?”
Right Click 'Jump To' Options available on the Start tab:

 Jump To Work Order
 Jump To Inventory
 Jump To BOM
 Jump To Work Center
Once the information is complete, select the Next button.
Quantity

From this tab users will enter the quantity or scan serial labels to report the quantity manufactured. Only
one or the other option can be used. If the user enters a quantity in the Good Parts field and then selects
the Scan Serial or the Print Labels side tabs a warning will appear stating, “Warning: Labels scanned or
printed will override entered quantity. Either enter quantity or scan/print labels.” The same warning
message will also be displayed if the user goes to the Scan Serial or Print Labels side tabs first then
subsequently goes to the Enter Quantity tab.
For RealTime users the system will get the good parts from Illum_Part.Shift_Qty+Day_Qty+Total_Qty, or
if it is not currently running it will use the Total Qty from the Hist_Illum_Part table. The system will
subtract out from Good parts any floor disposition quantity that has already been put into inventory. The
floor dispo quantity is visible on the Enter Quantity tab.
Enter Quantity - Select this side tab to enter a quantity in the Good Parts field. The Lot # will
automatically populate with the current lot of the MFG#. A Lot # can be manually entered or the user
can select the 'Set Next FG lot #' button to have the system apply the next lot number. If the WO
Completed box is checked, if the quantity being reported is less than the WO quantity when clicking
‘Next’, a warning will appear: ‘Quantity reported is less than the work order quantity.’ This warning has a
‘Do not show again’ option. Security can be placed on this warning.
Scan Serial - If labels have already been created, select this side tab to enter the production based on
serial numbers. Select the search button to access a pick list of labels. Use the toggle buttons to multi-
select labels.
Print Labels - Select this side tab to print labels for the manufactured quantity. The system will
automatically populate the Customer, Order #, PO #, Bill To and Lot# from Work Order information. The
user can populate the Volume and Weight by selecting the ‘Calculate Labels Total Weight and Volume’
button. Enter any additional information if desired and press next. After entering the label information,
the label(s) printed will populate the Scan Serial side tab automatically. For more information on labels
refer to Printing Labels.
Note: When using the System Parameters > Options > BOL Parameters > 'BOL weight is based on
individual component weights' and the 'Use serialized labels volume & weight' options, the system will
use the weight and volume from the labels to calculate BOL information. When selecting Next on the
Quantity tab in PRW, the user will be prompted with a confirmation ‘Would you like to recalculate the
label total weight & volume?’ If Yes is selected, the volume and weight will be recalculated based on the
volume of the packaging item and the weight based on box quantity. If No is selected, the system will
work as it does now and continue to the next tab. If Cancel is selected or the user ‘X’s out of the
confirmation, the volume and weight will not be calculated and the user will remain on the Quantity tab.
Note: The Order # on the labels will default to the first order in the PTORDER table for the WO. The
Order # pick list will list all sales orders for the item. If there are no orders (in PTORDER) for the item
(forecast or manual WOs) the pick list will display all orders. The Customer, Bill To and PO# will always
match Sales Order.
Prod Hours

Select the Work Center from the pick list accessed by clicking on the ellipsis button in the field. Then
enter the production hours.
For RealTime users the system will pull this information from:
 Work Center - From either Illum_RT or Hist_Illum_RT
 Prod Hrs - From (Illum_RT.Shft_Up+Day_Up+Total_Up)/3600, or if not currently running from
Hist_Illum_RT.Total_Up/3600
Note: Currently Preventative Maintenance total units are not updated when reporting production hours
using this module, however, in future versions this will occur.
Labor

Specific employees can be associated to the production report record. Select the + button to add a labor
record. Then select the ellipsis button in the 'EmpNo' field and select an employee from the pick list. The
Prod Hours field will populate with the Prod Hours entered on the previous tab. This value can be edited
to record the actual labor hours associated to the specific employee. Multiple labor records can be
created by selecting the + button again.
Rejects
Rejects for attached components or for the manufactured product can be entered from the Rejects tab.
From the Mode field select the ellipsis button and choose: Reject Components or Reject Mfg Parts from
the pop up form.

Reject Mfg Parts
When the Reject Mfg Parts option is selected enter the quantity of rejects in the Mfg Parts field, and
select the Reject Code from the pick list accessed from the ellipsis button. The eraser button next to this
field can be used to clear the selected reject code. The system will automatically calculate the reject
quantity for the components based on the Mfg Parts reject quantity, but it can be overridden by entering
a different value in the Reject Qty field for the specific component. The Reject Code will default to the
same code that was selected for the manufactured item but can be changed by selecting a different code
from the pick list. Additional information can be entered by typing in the Reason field.
Reject Components
Select this option to reject the components without rejecting the manufactured item. The components
associated to the BOM for the manufactured item will display in the middle section. Highlight the item to
be rejected and enter the quantity in the Reject Qty field in the bottom section of the form. Select the
reject code from the pick list and enter a reason if desired.
Disposition
The Disposition tab displays the manufactured item and it's unit of measure (UOM). It will populate the
'Add To' and 'Materials Involved' sections based on the reported good parts and the BOM information.
The system automatically updates the Relieve section with the materials involved and quantities based
on the BOM, or what has been hard allocated. (The system will display 'BOM Based' or 'Hard Alloc Based'
in that section).The materials involved section includes item information including the UOM. If the ‘Do
not backflush this item’ is checked, the item will not be included in the materials involved grid.

The locations the system uses is based on the disposition hierarchy:
1 Hard Allocated to the work order

2 Mfg # default designator
3 Default Designator
4 Designated Work center location
5 FIFO
6 Temporary

Note: Since there is not a prompt to select a MFG Cell when the production report by work order is
created, the system will not filter the locations based on a Division/Warehouse.
The locations and quantities can be manually edited for non serialized items. A different location or
additional locations can be added in the top section using the + and - navigator buttons. The lot date
field on the Disposition tab is read-only. It is surfaced from the location or when adding a new location.
The New Location and Lot # form allows the user to select the Lot Date.
For Serialized items (SIC), users can change or add a new location, but they will be limited to locations
with the same lot number. Click the ellipsis button in the Add To location field. A pick list of locations
with the same lot number as being dispositioned will appear. Select an existing location or select the
New button to add a new location. When adding a new location the lot # field cannot be changed.
Relieve Section - To make changes to the relieve section users can use the single arrow button to move a
single record back to the materials involved side or the double arrow button will move all of them back.
Then adjustments can be made to the quantity and/or item. Once adjustments are made users can use
the single or double arrow buttons to move the materials to the relieve section. A right click 'Jump To
Inventory' option is available in the Materials Involved section.
Note: If the Qty to Allocate is manually changed to a different value than what is calculated when Hard
Allocating materials, the only time the system will use that value is in Production Reporting by Work
Order and only when the 'WO Completed' option is checked. For other transactions, such as a manual
transaction, the system will use the Parts Per in the Hard Allocation instead of the Parts Per in the BOM.
Once the Next button is selected the Summary screen will appear. The transaction will not post until the
Post button on the Summary tab is selected.
Note: If the quantity relieved for any of the material drives the location negative, the user will get a
warning, 'Transaction drives inventory location negative'. Security can be placed on the yes button on
the warning to prevent users from making locations go negative.
Summary
The Summary tab displays the information that was entered in the production report, such as serial #'s,
labor, locations and backflush information.

Once the information is reviewed, the transaction can be posted by selecting the Post button. A confirm
message will display stating, "Are you sure you want to post this production report?" If Yes is selected, a
'Disposition' type transaction will be made. Selecting No will return the user to the summary tab without
posting the transaction. If information needs to be edited prior to posting select the Back button to
return to the previous tab(s).
From the Summary tab users can right click and choose to copy and paste the summary, or print it (print
or print preview).
Costing
This tab displays the Costing information for the item. This functions just like the Process Cost module on
the Process Cost tab on the EIQ Launcher Bar. For a complete discussion on the process costing module
please refer to the Introduction to Process Costing topic in the Standard Cost section of the help files.
Note: The costing will not include any floor dispositioned amounts if they were not backflushed during
scanning.
Finish
Once the the production report is complete, select the Finish button and select Yes to the confirm
message. The user will be returned to the Start tab.

Additional ShopData Options
The following options are available from the Menu button. Use the More and Previous buttons to access
all available screens.
Submit an Announcement
For users with the IQVoice module the Submit Announcement option will be available in the right click
options list (accessed by clicking on the top module bar). The user can submit announcements from
ShopData. The pages that can be manually submitted are the “announcement” type set up in Master
Pages. These pages are used to announce the need for assistance at a work center or any other type of
user defined page.
A box will appear for the user to input the announcement information:

The Work Center will fill in with the current work center number. To change it, click on the drop down
arrow and choose a work center from the list. Select the announcement from the drop down list. Only the
master pages that are an "announcement" type will show in this list. The Interval Between and How Many
Times will populate with the information set up in Pages in IQVoice. To change this information type over
the existing values. For more information on IQVoice please refer to the IQVoice TechNote
http://my.iqms.com/cfs-file.ashx/__key/Technote/iqvoice.pdf.
More Options
Popup Form Timer Interval Setup - This controls the length of time the time clock summary message box
will be displayed on the screen. Enter the time interval in seconds. The time clock message box displays
after an employee punches in or out and states the employee name, action and time.
Configure Shop Data - Opens the Configure Shop Data form. See Configure ShopData above for details.
Dialog Check Boxes - This access the Dialog Check Box form to specify if you want certain messages in
the software to show or not.
Login - Opens the Login box
Login into Enterprise Plant - This opens the form to choose which EPlant you would like to be logged into.
This displays only those EPlants assigned to the user in Security Inspector->Users tab->Accessible EPlants
tab, or all EPlants if none are added to the Accessible EPlants tab for the user.
Notes when switching EPlants:

 The time will not change when switching to another EPlant in a different time zone.
 If you have a module open at the time of the change (Quick Inspection not included), the screen is
cleared back to the main screen.
 The default work center from the new EPlant replaces the one displayed at the top of the screen.
 If you have a Plant Layout created for both EPlants, the last opened layout opens, they are not coded
by EPlant.
Who is Logged In - This will show all employees logged into any Work Order running in RealTime. It will
display the employee information, Task Source, WO#, Process, In Time, Elapsed Time, Work Center #,
and Manufacturing #. Use the Search button to find a specific employee. This form also includes the
Form/Table toggle button.
Security Inspector - The Security Inspector module can be accessed from within Shop Data. Note: A Non-
DBA user has to have the security inspector sbtn assigned in order to access this module. Users with
rights to the security module can perform all functions from this option.
Help
Contents

The Contents menu will link the user to the Help Files for Shop Data. The help files have a listing of
Contents, Indexes, and search tab. The Contents tab lists all of the topics within the specific help file. The
user can expand the list by clicking on the plus (+) next to the topic to find additional subtopic
information.
The Index tab lists all words that are part of the index. Type the word you are looking for in the white
space at the top and the system will automatically browse to the indexes that match. Once an index is
found, double click on it to bring up the corresponding section in the help file.
The Search tab allows the user to search for a specific topic. Type in a keyword in the white space then
select the List Topics button. All of the chapters with that topic in them will be listed. Double click on the
topic to bring up that portion of the help file. The word searched for will be highlighted in the help file
selected.
The user can print sections of the help file, or cut and paste from the screen itself.
NOTE: Some pop up boxes do not have a Help menu. Often times a link to the correct help section is
available by selecting the <F1> key.
Knowledge Center
The Knowledge Center allows users to search all of the EIQ documentation in the master home
IQMS\TECH NOTES folder for a specific word or phrase.
Wiki/SOP
Every IQMS customer may create their own Wiki pages using a free third party Wiki program called
Twiki. When you are in a module and click on Wiki/SOP it creates a new text file in your master home,
C:\IQMS\WEB\TWIKI\data\Main. The URL that will be created for each form in the software will be the
Apache server name + the Form ID. For example, from the main launcher it will be
http://ApacheServerName/twiki/bin/view/Main/EIQ_1022813.
About
From the Help menu the user can access the current release version and module number. Occasionally
you may be asked this information when calling in to the Support department.
Other options from the about form include:
Reset Form to Default - This function resets the form to the default status. This feature may correct
certain errors that occur.
Alter Session - This feature is used for a trouble shooting and tuning performance tool. It returns SQL
tuning info such as usage statistics, shared pool, rows processed, etc. If you are experiencing speed
issues a technical support person may request you set this feature for the module you are experiencing
problems with.
Time Zone Offset – This option allows the user to adjust the time zone offset for RealTime. Please see the
Time Zone Setup section for more information

159
Index
A R
Additional ShopData Options • 156 RealTime Labels • 115
RealTime Monitor - Grid View • 66
C RealTime Monitoring - Individual Work Center
Configure Shop Data • 6 View • 55
Controls • 6 Reject Reporting • 104
Options • 6 Rejects • 70
Show Time Clock at Startup • 6 Report Production by Work Order • 146
Configure ShopData • 6 Resizing the Screen • 2
Create New PM Work Order • 140 RT Process Monitor • 69
RT Scan to Inventory • 19
D
S
Downtime • 106
Sales Order Labels • 122
F Serial # Tracking • 126
Floor Dispo on Clock Out • 24 Shop Data • 2
Floor Disposition • 24 Additional Options • 156
Shop Data Modules • 17
H Down Time • 106
Heijunka • 101 Steps to Enter Down Time • 106
I Floor Disposition
Backflush Materials • 24
Internal and External Documents • 114
Inventory Labels • 124 Floor Disposition • 24
Inventory Transactions and Locations • 86 Floor Disposition
Floor Disposition Steps • 24
K
Internal and External Documents • 114
Kanban Supermarket • 99 Label Matrix – InventorySee • 124
M Label matrix – Sales Order • 122
RealTime Label Matrix • 115
Maintenance, Repair and Overhaul (MRO) Work RealTime Monitor – Grid View • 66
Order • 140 Rejects • 70
Material Allocation • 38 Steps to enter rejects • 70
N SPC Quick Inspection • 137
Non RT Backflush • 24 Time Clock • 17
Shop Data Toolbars • 2
P ShopData • 2
Pallet Builder • 48 ShopData Modules • 17
Plant Layout • 80 SPC Quick Inspection • 137
Primary Material Usage • 24 Submit Announcement • 156
System Parameters
160 Index
Time & Attendance

Mask Badge #/Emp # when Clocking I/O • 6
Use Badge # for Clock I/O • 6
T
Time and Attendance in System Parameters • 13
Time Clock • 17
W
Work Order Materials & Components • 93

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EnterpriseIQ

Copyright © 1989-2018, IQMS. All rights reserved.

ShopData contains fully functional versions of the following EnterpriseIQ modules:

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Windows Task Bar settings:

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Default Work Center

Scanned Serial Option:

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Time Zone Setup

To set your plant information:

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Basic North America Setup

Arizona and Eastern Indiana

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Europe and Other Time Zones

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Use fingerprint for Clock In/Out This feature is obsolete.

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Follow the steps below to scan items into inventory:

 Select the Apply button or enter (carriage return).

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From the Consumed Materials form there are additional options:

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Floor Disposition Steps

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Serialized Inventory Control Items:

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Adjusting total consumed for SIC items

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Floor Disposition for specific Manufacturing Types

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Substitute Material for Hard Allocation

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Recalculate Hard Allocation requirements

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When moving from a hard allocated location to:

Allocate Materials from Trans Locations tab - Allocate All Options

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