Kinetic Job

Management User
Guide
Version 2024.1
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Table of Contents
Job Management 6
Job Types 6
Setup 7

Operations 8

Creating Jobs 9
Generating a Job Number 9
Entering Primary Job Information 10
Entering Demand Links 12
Defining Method of Manufacture 15
Reviewing Operations 18
Reviewing Materials 28
Engineering, Scheduling, and Releasing a Job 33
Reviewing the Job Scheduling Board 38
Recalculating Production Yield 38
Making Adjustments to the Jobs 43

Entering Co-Parts in Job Entry 44

Managing the Job Tree View 46

Reviewing Material Requirements for a Job 48

Assigning Serial Numbers to a Job 50

Assigning Serial Numbers 50
Unassigning/Deleting Serial Numbers 52
Splitting Jobs using Job Entry 53

Using Quick Job Entry 55

Running the RoHS Job Compliance Process 56

Using Planning Workbench 57

Selecting and Acting on Planning Suggestions 57
Creating Jobs 58
Using Job Manager 61

Changing Job Statuses 63

Tracking Jobs 70
Selecting a Job 70
Viewing Job Details 70
Reviewing a Method of Manufacture 71
Displaying Miscellaneous Shipments 75

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 Reviewing Serial Numbers 76
Viewing Part Locations 76
Viewing WIP Information 76
Reviewing Material Details 77
Displaying Inspection Information 77
Viewing Location History 77
Using Links 77
Reviewing Manufactured Receipts Details 77
Running the Auto Job Firm Process 78

Running the Auto Job Release Process 79

Lean Metrics 81

Production Activity Day Maintenance 82

Creating a Production Activity Day Code 82
Entering Details for an Activity Day Code 82
Establishing Weekly Work Patterns 84

Creating Production Activity Plans 86

Entering a Production Plan 86
Entering Production Plan Details 87
Creating a Production Activity Schedule 88

Running the Generate Production Activity Process 90

Working with Production Activity Maintenance 91

Adding a Production Activity 91
Entering Activity Details by Period 92
Refreshing Values 93
Understanding Data Collection 94

Adding Employees to Data Collection 96

Creating New Employees 96
Adding Production Information 98
Handheld / Data Collection Menu Security Access 99
Assigning Data Collection Security Privileges 100
Adding Epicor Mobile Warehouse to the Nav Tree 101
Role-Based Layouts in Data Collection 102
Production Apps 102
Material Apps 103
Package Control Apps 105
Shipping/Receiving Apps 106
Service Apps 107

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 Supervisor Apps 108
Enabling Shop Warnings 111

Clocking In for the Day 114

Clocking Out for the Day 116

Reviewing the Work Queue in Data Collection 117

Starting and Ending Activity in Data Collection 124

Starting/Ending a Production Activity 124
Overrides 129
Documents 130
Starting/Ending a Setup Activity 136
Starting/Ending a Rework Activity 138
Starting/Ending an Indirect Activity 140
Reporting Quantity in Data Collection 143

Reporting Downtime in Data Collection 148

Setting Up Downtime Codes 148
Entering Downtime 149
Entering Time 151
Entering Time 151
Submitting Time 157
Recalling Time 158
Retrieving Time Records 158
Calendar View 158
Completing and Closing Jobs 161
Reviewing Job Details 161
Reviewing Operations and Materials 163
Completing and Closing a Job 169
Running the Auto Job Completion Process 171

Running the Auto Job Closing Process 173

Reports 174

Generating the Job Traveler Report 175

Generating the Production Detail Report 177

Generating the Work in Process Report 179

Generating the Inventory/WIP Reconciliation Report 181

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Job Management
The Job Management module contains the central application functions for manufacturing
processes. The Job Entry app pulls information from sales orders, purchase orders, inventory, and
other sources into its core component – the job record. You then assign each job record a method of
manufacturing. This method in turn defines the job’s schedule for its production within your
company’s manufacturing center.

To help you create jobs, two key tools are available – the Job Manager app and the Planning
Workbench app. Use the 'Job Manager' app to review the demand for a part and then answer this
demand by creating jobs. Use the 'Planning Workbench' app to evaluate suggestions made to the
manufacturing center through sales orders, other jobs, and inventory requests. You can then create
the jobs you need.

As a job’s operations are worked on by shop employees, labor is recorded against these operations,
so you can precisely track labor costs. Use the Job Tracker app to accurately review the current real
time status of any job. At any point in the process, you can review a job through three key reports –
the Job Traveler, Production Detail, and Time Phased Material Requirements report apps. Each
report helps your supervisors manage job production from operation to operation.

You then finish the production cycle by indicating when production is complete and when the job is
finally finished, or closed. The part quantity can then be shipped to your customers, completing the
job management process.

Job Types
To help you organize jobs, four categories or types of jobs are available. Each category
automatically defines the specific need or purpose for the job, and indicates how the job is expensed.
The type is assigned immediately when you create a new job, and depends on the module where
launched the 'Job Entry' app. For example, a 'Maintenance' job is created when you launch the
'Maintenance Job Entry' app using the 'Maintenance Management' module.

You can use job types as a filter for searches to pull in the specific job you want to review. Available
job types include:

l Service – Use this job type for jobs created for field service orders.
l Maintenance – Use this job type for jobs created to record maintenance tasks on equipment.
l Project - Use this job type for jobs created to complete Work Breakdown Structure (WBS)
phases within a project.
l Manufacturing – Use this job type for jobs created to assemble a part quantity required to
satisfy one or more demand links.
You can review all job types in Job Entry; however, you cannot create all job types through this app.
For example, maintenance jobs must be created through the 'Maintenance Job Entry' app.

6 February, 2024
Setup
Most of the records required for the Job Management module are set up in other modules. However,
you have additional parameters you can define within Company Configuration. For more information
on these parameters, review application help for this module; the Configuration topic details the
options you define within Company Configuration.

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Operations
This section details the operations available through The Job Management module. Each operation
is described as a workflow to help guide you through the process from start to finish. These
applications are primarily found within the General Operations folder for this module. If a unique
setup record is required to run the operation, this is also described in this section.

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8 February, 2024
Creating Jobs
Each manufactured part you produce needs a job. You can manufacture parts for your inventory, or
you can ship the completed items directly to customers from a production floor (non-stock items). It
does not matter what items you manufacture, you always need a job.

Each job you enter in Kinetic needs a method of manufacture (MOM). You can define MOM at '3'
different levels.

a. Quote Entry

b. Engineering Workbench

c. Job Entry

Each method includes a bill of materials (BOM) and bill of operations (BOO). A job is available for
production only if you set it to 'Released'.

This article goes through entering a job and explains the necessary settings required to successfully
enter a job.

As you go through the article and review different pages/cards, you will come across
the 'Attribute Set' reference.

Generating a Job Number

First, have Kinetic to generate a new job number.

1. Open the Job Entry app.

The Landing page displays. Using the page you can select any of the existing jobs by click on
the job number link located in the grid. However, since you are going to create a new job, this
is not necessary.

2. Select New Job.

The New Job Number panel opens.

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 Using the panel, you can also enter a job using 'Quick Job Entry', where you
create, engineer, schedule, and release a job through one window.

3. Inside the panel, select the Next Job button.

Kinetic generates a job number.

4. Select OK.

The Job card displays.

Do not select 'Save', since we do not yet know the item the job is manufacturing.

Entering Primary Job Information

Kinetic has generated a new job number, but you still need to tell it what is it that you are going to
manufacture.

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1. In the Job/Part group box, enter a part number in the Part field and press Tab.

You can also search for the part using the 'Search' icon located inside the 'Part' field.

If the item that you want to make is not part of your database (part-on-the-fly)
then define the part number in this field. You have to enter part's description as
well. This means that you will be entering a method of manufacture directly in the
'Job Entry' app. In this case, you probably will not manufacture this part again (a
one off part).

2. In the Revision field, select a revision you want to make.

Each part can hold multiple revisions. A revision in Kinetic holds a method of manufacture (Bill
of Operations & Bill of Materials). You can have a single part that it manufactured using two
different ways.

The 'Revision' field is located next to the Part field.

3. In the Dates group box, select a date in the Required By field.

For example, assume the job needs to be ready in two weeks time. As a result, you enter a
date that is two weeks from today. However, this is just when you need the job to be
completed. Once you schedule the job Kinetic, the system determines when the job will start
and complete. This depends one many factors such as material lead time, operation
standards, resource availability, and so on.

4. Select Save.

You can save a job when you enter a part that you are going to make and define a date when
you need the job to be done. These are two prerequisites for saving a job. You will review the
'Start' and 'Final Operation' date fields later when you schedule the job.

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Entering Demand Links
Next, enter a demand link to indicate the purpose of the job.

l Are you going to make this part for your inventory? (Make To Stock)

l Is this is a non-stock part that will be shipped directly from production? (Make To Order)

l Do you need to make this part as it is needed as a material on another job? (Make To Job)

1. In the Job Entry app, in the Nav tree, select the Demand Detail node.

The Demand Detail card displays.

2. Select New Demand.

3. In the Make To field, select a demand link.

Make to Order

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If you have a sales order that the job needs to satisfy (Make Direct) then select the 'Make To
Order > Detail' node in the Nav tree. To make a new demand link, select New Make To Order
and fill in the sales order number, line, and release.

Normally, the quantity defined on a sales order line should be in sync with the production
quantity value you enter in the 'Production Qty' field. However, if you have the quantity in your
inventory, or partial quantity, then you can select a warehouse and enter the 'Our Pull Qty'
value using the fields located in the 'Pull From Stock' group box.

For example, assume one of your customers placed an order for '10' units of part 'A'. This is a
non-stock manufactured (Make Direct) part. As a result, you enter a new job and create the
'Make To Order' demand link, where you enter a sales order the customer placed.

Make to Job
If you have a job that needs this part as a result of its method of manufacture (material
requirement) then you would enter the 'Make To Job' demand link. To make a new demand
link, select New Make To Job and fill in the job, assembly, and material values.

For example, assume one of your customers placed an order for '10' units of part 'A'. This is a
non-stock manufactured (Make Direct) part. However, part 'A' needs part 'B' in its method of
manufacture. Part 'B' is a manufactured item that you need to make in order to manufacture
part 'A'. As a result, you enter a new job to produce part 'B' and another job for part 'A'. When
you create a job for part 'B', you define the 'Make To Job' demand link, where you specify a job
number for part 'A'. Next, you complete manufacturing of part 'B' and receive to the job for part
'A' using the 'Job Receipt to Job' app.

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4. On the Demand Detail card, in the Make To field, select Make To Stock.

This example uses part 'DCD-100-SP'.

5. In the Quantity field, enter the quantity you want to make.

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 In this case, we enter'10' units.

6. Normally, you ship the items from stock once you receive them to your warehouse bin.
However, if you wan to ship the items directly from production then select the Misc Shipment
from WIP check box.

7. Select Save.

Defining Method of Manufacture

Next, pull in the manufacture details (Bill of Operations/Bill of Materials). When you enter a job, you
can pull in the method created for a specific revision in the 'Engineering Workbench' app or you can
create a method directly in the 'Job Entry' app. For instance, if you are going to manufacture a part-
on-the-fly then you would create a method manually rather than have it linked to a specific revision.

l A bill of operations, or routing, defines the various tasks that need to be run to manufacture the
part. This defines the sequence of manufacturing and assembly operations required to build
the final product.

l A bill of materials specifies the materials required to complete the part; this includes all
purchased and manufactured components.

In this example, you pull in the already defined method of manufacture.

In the 'Job Entry' app, you define a method on the 'Assemblies' page.

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1. Select the Assemblies page.

The Assembly card displays.

2. Select Get Details.

The Get Details panel opens.

3. Review the panel.

In this example, we are using part 'DCD-100-SP'. The part holds '2' revisions. Depending on
what revision you select, the method of manufacture tied to the revision is pull into your job.

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4. Inside the panel, select a revision by highlighting the grid line and select OK.

5. Next, fully expand the Nav tree.

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 6. Review the method of manufacture.

In this example, we used part 'DCD-100-SP'. The method of manufacture for the part holds '6'
operations and a single material. One of the operations, operation '50', is a subcontract
operation.

7. Select Save.

Reviewing Operations
Next, review the job's operations.

Again, if you want to learn how to create a method of manufacture manually, refer to the
article. Inside the article, locate the 'Adding Operations' topic.

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1. In the Nav tree, click on the first listed operation.

The Operation card displays.

When you select the 'Operations' node, the 'Job Entry' app displays all the operations the job
includes.

To review/modify a particular operation, you can also select the operation link. This is instead
of using the Nav tree.

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The card can also display different costing information depending how you personalize
columns. To do so:

1. Select Personalize Columns from the Overflow menu.

The Personalize Panel opens.

2. In the Search field, enter cost.

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3. Active different Cost fields as required by moving the toggle button to the right.

4. Finally, select the Save button inside the panel.

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2. Review the card.

The card displays the operation settings relevant to the selected operation. In this case, we
use the 'Shear' operation.

The fields include:

l Qty/Parent - Specifies the operation quantity required to make one base unit of the
parent assembly part. The default value is 1. This value is multiplied by the assembly
production quantity to calculate the operation Production Qty.

Operation Production Quantity = Qty/Parent x Assembly Production Quantity

The Qty/Parent is 1 for many operations. If you do not have assemblies, this is the
quantity required to manufacture 1 of the end part. It can be greater than 1 if you work
with multiple assemblies.

The quantity (whole, or fractional with decimals) that can be entered in this field, and the
number of allowed decimal places, is dependent on the setting of the Allow Decimals
and Decimals fields in the UOM Maintenance app for the selected UOM code.

After entering the price, select the UOM code that represents the unit of measure (for
example, Each, Case, Cubic Centimeters) in which the quantity is being expressed. The
default is the base UOM code defined for the job material part in the Primary UOMs -
Inventory field in the Part app.

If you are making a car with 4 doors, the operations involved with making
the doors would have a Qty/Parent of 4, since there are 4 doors for each
car.

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 Note also that you can enter 0 (zero) quantity for a material. Do this if you need to add a
reference material to the BOM that may or may not be used during the manufacturing
process. You can also do this if you need to change a material on a BOM; set the
original material's Qty/Parent to 0 and add a new material.

If Qty/Parent is equal to 0:

l You can issue inventory to this material if the production worker uses it, using
either the Issue Material or Mass Issue apps, by manually entering the amount
used.
l Materials with a value of 0 in the Qty/Parent field are depicted on a tree field with a
special icon. If no materials are issued, the icon is blue. If materials have been
issued, the icon is green.
l It is skipped in backflush and no material is issued for it.
l In Job Actual Costing and Costing Workbench, Estimated Costs uses 0.00.

If you select Pull as Assembly or Plan as Assembly, you cannot enter a

zero quantity material.

l Scrap - This is the scrap quantity factor. This value can either be a defined quantity or a
percentage, depending upon which radio button, quantity or percentage, you select.
Enter the scrap factor that is required for this operation. For example:

The Scrap Quantity is calculated in two ways:

l Scrap Quantity = The scrap quantity that is entered in this field

l Scrap Quantity = Scrap Percentage X the Production Quantity
l Setup Hours - Specifies the estimated hours it will take to set up this operation. This
value is entered in a decimal format. If this operation has an operation standard, this
standard’s value displays by default, but you can also change the setup hours.

l Production Standard - Specifies the estimated production rate for this operation. If an
operation standard is selected, the default production standard displays here. The
standard is used to calculate the total estimated production hours for this operation.

The number you enter depends on the standard format you select. It can be a number of
pieces, hours, minutes, or operations.

If you select the Machine DC check box, the production rate must be
expressed in cycles per hour or cycles per minute. Only Cycles/Minute or
Cycles/Hour can be selected in the Production Standard Format field.

3. The Operation card also includes 7 sub-cards.

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4. Select the Scheduling Resources card.

The card lists a number of resources linked to the operation. In Kinetic, each operation is
linked to a resource group and each resource group holds resources. You create resources
and resource groups using the 'Resource Group Entry' app. You create operations using the
'Operation' app. You can add additional resource(s) here using 'New Resource'.

To learn how to create resource groups and resources, review the article.

To learn about how to create an operation, review the article.

5. Select the Scheduling Factors card.

The scheduling values you enter indicate how the job is scheduled. You must schedule each
job you enter before you release it. The 'Scheduling' engine calculates the 'Start' and 'Final
Operation' dates so you know whether the job will meet the required date.

Important fields:

l Scheduling Blocks - Specifies the number of resources a single job operation requires.
This is normally 1. Do not enter more than 1 unless you typically set up more than 1
resource for the same operation on the same job.

If you enter more than 1, operations scheduled in its resource group will use more of the
available. The scheduling engine will divide the production time by the number of
scheduling blocks. The engine then finds resources that have capacity available in the
required time frame. If there is enough capacity, the operation's total time can be
reduced.

A resource group with 4 resources at 8 hours per day has a production

capacity of 32 hours and a of 8 hours. If you enter a 2 here, a single
operation will be for 16 hours in a day (using 2 resources) instead of just 8.

l Start-To-Start - Kinetic schedules one operation to start as soon as the previous

operation begins. Only active if the production standard is set to Operations/Hour or
Operations/Minute.

l Finish-To-Start - Kinetic schedules one operation to begin as soon as the previous

operation ends.

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 The first operation on each assembly is always treated as finish-to-start.
The operation Start Date is based on the Due Date from the last operation
on a previous assembly.

l Finish-To-Finish - Kinetic schedules one operation to finish at the same time that a
previous operation finishes.

l Send Ahead Type - Defines what scheduling offset value will be used for the operation
that runs after this current operation when these operations share a Start-to-Start
relationship. Use this functionality when finished quantities on the current operation can
be advanced to the next operation before the current operation is complete. This
generates a schedule that more accurately reflects your manufacturing process. You
indicate on each site whether the Send Ahead Offset calculation starts from either the
operation's Setup Time or Production Time.

When you use this functionality, the following operation in a Start-to-Start relationship is
scheduled to begin using the value you enter in the Send Ahead Offset field. Select an
option on the Send Ahead Type drop-down list to determine how this value will be
measured during the scheduling process. You can send ahead a quantity using the
following types:

l Hours - A set period of time.

l Pieces - A number of completed parts.
l Percentage - A percentage of the operation duration that is complete.

After you select the type, you can then enter the value you will use within
the Send Ahead Offset field.

l Send Ahead Offset - Defines the value used during scheduling to calculate when parts
from this current operation can be moved on to the next operation. These operations
must share a Start-to-Start relationship. Use this functionality when finished quantities
on the current operation can be advanced to the next operation before the current
operation is complete. This generates a schedule that more accurately reflects your
manufacturing process. You indicate on each site whether the Send Ahead Offset
calculation starts from either the operation's Setup Time or Production Time.

You first define how the Send Ahead Offset value will be calculated using the Send
Ahead Type drop-down list. You can send ahead a quantity based on Hours (elapsed
time), Pieces (number of finished pieces), and Percentage Complete (a percentage of
the operation duration). After you select a type, enter the Send Ahead Offset value you
need in this field.

l First Article Quantity - Specifies the quantity from this operation that you want to submit
to Inspection Processing. The quantity you enter here will be inspected when it is

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 complete.

To calculate an amount for this numeric field, right-click in the field, and from the context
menu, select Calculator.

l Final Operation - When selected, this check box indicates that this operation will be
used to calculate the job completion quantity.

Only one operation on any assembly can be selected as the final operation. If you do not
select a final operation, the last sequential operation on the assembly is used as the
final operation.

The job Quantity Completed value is used on various reports and displays throughout
Kinetic. This quantity is equal to the labor quantity reported to-date against the final
operation.

The Final Operation check box also displays for operations in the Quote
Entry app. This check box setting will also be copied if you create jobs
using the manufacturing details from either quotes or methods of
manufacturing. This checkbox is automatically checked if the job is
automatically created as part of a project. As a result, the job does not have
to be opened for the purpose of closing this operation.

l Setup Group - Specifies the group used to sort schedules on the Scheduling Board.
Each group is assigned a precedence value; the higher the group's value, the more
precedence this operation will have during scheduling. Select the setup group you need
from the list.

l Auto Receive - Indicates whether labor or receipt transactions against this operation will
create automatic receipts to inventory. If you use this feature, this receipt updates the
quantity on hand on the part record. The process is triggered when you post labor
quantities against this operation that exceed the quantities required for the sales order.
This checkbox is automatically selected if the job is created as part of a project. As a
result, the job does not have to be opened for the purpose of closing this operation.

Normally, you will select this check box for the last operation on the assembly or the final
assembly. Parts are received to inventory at the current unit cost, based on the part
costing method (average, standard or last).

For example, you enter job 12345 to make Widgets, linked to a sales order
quantity of 75 and an additional stock quantity of 25. The last operation is
selected for Auto Receive. If you report a labor quantity of 110 pieces
against that operation, 35 pieces are received to inventory. This is
calculated by subtracting the sales order’s 75 quantity from the 110
quantity that was manufactured through the operation.

26 February, 2024
 The following rules apply:

l You cannot use the Auto Receive function on an intersite job. If you attempt to
select the check box on such a job, an error message displays.
l This check box is not available on service jobs, or if the Track Multiple UOMs
check box is selected in the Part app on the record for the manufactured part.
l You can automatically receive to stock a serial-tracked part on any job operation.
l If legal numbers are used for the transaction type and a legal number has not
been assigned, the legal number automatically generates during the auto receive
process. The process first looks for the first active legal number configuration
(alphabetically) that has a generation type of Automatic and has a selected WIP to
WIP or WIP to Stock Transaction Document Type marked as System Default for
the transaction type. If the process cannot locate a legal number configuration
that meets the first set of criteria, the process looks for the first active legal
number configuration (alphabetically) that has a Generation Type of Automatic
and has a selected WIP to WIP or WIP to Stock transaction document type. If the
process cannot locate an active, automatically generated legal number
configuration number for a WIP to WIP or WIP to Stock transaction document
type, no legal number is generated.
l Serial Numbers Required From This Operation - Triggers a prompt in the End Labor
Activity and Labor Entry app for the serial numbers produced from this operation when
you select this check box. Selecting this check box also automatically selects the Serial
Number Required when Shipping option in the Engineering Workbench app.

6. Select the Service card.

The Service card is active if the current job is a service job. Use this card to add and edit the
estimated labor costs for each operation that is needed to complete a service call. This lets
you track the operation costs of the service call.

After the actual operation costs are posted against the job, you can then compare these costs
against the estimated operation costs you entered on this card.

l Call – The unique identifier for the service call. You cannot edit this field; it is only
displayed for your information.
l Line – The call line used to define the service request. You cannot edit this field; it is only
displayed for your information.
l Billable – Indicates that this operation service call is billable. Whether or not this check
box is automatically selected depends upon the call line. If the call line has a service
contract, it is billable; if the call line has a warranty for the operation, it is not billable.
l Service Rate – The hourly rate charged for this service.

7. Select the Role Codes card.

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 Use this card to activate different roles. For example, 'Builder', 'Buyer', 'Consulting', and so on.

8. Select the Inspections card.

If this operation requires inspection, you can link it to an inspection plan by selecting the New
Operation Inspection button on the card.

9. Select the Restrictions card if you want to add a restriction type code to it. For example, the
'Restriction of Hazardous Substances' (RoHZ) code.

10. Finally, you can add a comment for each operation if required.

11. You can also add a new operation. This is if you are entering a new Method of Manufacture or
you want to modify an existing one. To do so, right-click the Operations node in the Nav tree
and select New Operation.

Reviewing Materials
Next, review the job's materials.

If you want to learn how to create a method of manufacture manually, refer to the
article. Inside the article, locate the 'Adding Materials' topic.

1. In the Nav tree, click on the first listed material.

The Material card displays.

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2. Review the card.

The card displays the material settings relevant to the selected material. In this case, we use
the '001PP' material as an example.

The card also includes '9' sub-cards.

l Qty/Parent - Specifies the quantity of the material required to produce one base unit of
the parent item.

You must enter a value in this field.

l If this material requirement has a fixed quantity, independent of the production

quantity, enter the fixed quantity, and select the Fixed Qty check box.
l If you select the Pull as Assembly or Plan as Assembly check boxes, you cannot
enter a zero quantity in his field.
l Kinetic multiplies this quantity by the assembly Qty/Parent to generate material
quantities required for each quantity quoted or produced.
If Qty/Parent is equal to 0 then:

l You can issue inventory to this material if the production worker uses it, using
either the Issue Material or Mass Issue apps, by manually entering the amount
used.
l It is skipped in backflush and no material is issued for it.
l In the Costing Workbench app, the estimated costs use 0.00.
l Attribute Set - Displays the base short description for the selected attribute set.

29 February, 2024
 Label Field Value
Length 100
Width 50
Dimension 4x8
Thickness 1/2

For more information about the concept of attribute sets, refer to the article.

l Number of Pieces - Specifies the number of pieces for inventory attribute tracked parts.

For example, the attribute set for the 'Metal Sheet' material you want to
return is '50' square inch. Assume that you need to return '300' square
inches. As a result, you enter '300' in the 'Quantity' field. In this case, the
'Number of Pieces' field would display the value of '6', since you would
return six '50' square inch sheets.

Again, for more information about the concept of attribute sets, refer to the
article.

l Backflush - Refers to the automatic issue of materials. Backflushing is dependent on

labor reporting. When a labor quantity is reported against a related operation, material is
issued to the job at that quantity, to the parent operation.

Backflushing materials can occur at two different points:

l When a quantity is reported against an operation and the prerequisites are met.
l At job completion when unissued material needs to be backflushed.
l Reassign Serial Numbers to Assembly - Select to allow the serial numbers of the
materials or sub-assemblies that are issued to the job to be reassigned as the serial
number for the parent assembly item itself.
l Make Direct – The check box is automatically selected if the part exists in your part
master file and this record has its Non-Stock Item check box selected. This indicates
that these parts are normally not stored within inventory.
l Misc Charge – Miscellaneous charges are additional costs which you need to include on
sales orders, quotes, and invoices. If you select the Miscellaneous Charge check box
then the Misc Charge field activates. Next, select the reason why this material will be a
miscellaneous charge from the list.
l Added Material – Indicates that this material was added after the initial setup of the job.
l Link to Contract - Indicates you can link the material to a planning contract.
3. Select Purchasing.

30 February, 2024
 The Purchasing card displays.

The card displays information if the material is a purchased item.

l Lead Time – The estimated number of days between when you order the material and
when the material is ready to be used on the job. Only active when the Purchase Direct
check box is selected, this value is used to calculate the Suggested Order date for
purchased materials.
l RFQ Needed – Indicates that a request for quote is required before this material is
purchased. This check box is only available if you select the Purchase Direct check
box.
l Inspection Required – Indicates that this purchased material must be inspected once it
is received into your shop. This check box is only available if you select the Purchase
Direct check box. As you enter a receipt for this Job Material line, you will automatically
receive it to inspection.
4. To specify the material costs for the selected material, select Costs.

The Costs card displays.

Using the card you can specify the 'Material', 'Labor', 'Burden', and 'Subcontract'
costs.

5. To add material salvage related information, select Salvage and select the material salvage
related information. This information lets you create credit back to the job and determines how
much of the planned scrap quantity can be recovered.

6. If the job is a service job, add and edit the estimated materials that are needed to complete a
service call. This lets you track the material costs of the service call.

31 February, 2024
 7. Select Reference Designators to define the reference designators related to the material
being used in the method of manufacture. The reference designators can be added as a series
using the Add Range button.

8. Select Inspections to review or add an inspection plant for the material. An inspection plan
ensures the quality of the material used during the job process.

9. Select Restrictions to view and enter information related to RoHS restriction types.

10. Select Fulfillment if you want to set the selected material for fulfillment.

If you select the 'Ready To Fulfill' check box, located on the card, you can fulfill
this material using the 'Fulfillment Workbench' app.

In Kinetic, you can automate allocating of materials. For more information about
'Automated Fulfillment' review the and articles.

11. Finally, you can also add a new material. This is if you are entering a new 'Method of
Manufacture' or modifying an existing one. To do so, right-click the 'Materials' node in the Nav
tree and select 'New Material'.

32 February, 2024
 12. Remain in the Job Entry app.

Engineering, Scheduling, and Releasing a Job

Next, finalize the job.

1. Select the Details page.

2. In the Nav tree, select the Details node.

The Job card displays.

This is the very top node.

3. Select the Engineered check box.

33 February, 2024
4. Select Job Scheduling.

The Job Scheduling panel opens.

34 February, 2024
You can schedule the job 'Forward' or 'Backward'.

l Forward Scheduling is logic used by the scheduling engine to calculate the length of
time it will take to complete a job. This logic begins with the Start Date on the job and
then moves forward through the Production Calendar used at the resource, resource
group, site, or company, and uses the lengths of time required on each operation
(Operation Time) - taking into account any operations that can run concurrently (peer
assemblies) - to arrive at the End Date.

l Backward Scheduling is a type of logic used by the scheduling engine to calculate the
length of time it will take to complete a job. This logic begins with the End Date on the
job and then moves backward through the Production Calendar used at the resource,

35 February, 2024
 resource group, site, or company, and uses the lengths of time required on each
operation (Operation Time) - taking into account any operations that can run
concurrently (peer assemblies) - to arrive at the Start Date.

l Select the Override Material Constraints check box to indicate you will ignore material
constraints defined for parts used on the current job.

When a material is constrained, the scheduling functionality determines

when this material is available for an operation. It then uses this date as the
operation’s Start Date. However, in some cases, you may wish to ignore
these material constraints.

l Parts are manufactured through operations that run on a group of related resources.
Scheduling is calculated through the values defined on each specific resource, which
can be either a machine or an employee. If a resource is defined as Finite, it means that
it is constrained to run for a specific number of hours each day and that the operations
cannot be scheduled beyond this hour limit – or Capacity. When you select the Finite
Capacity check box, all resources defined as finite are scheduled with this constrained
capacity. Any resources not defined as finite, however, are scheduled using Infinite
Capacity.

If you do not select this option, the scheduling functionality assumes that all resources
on this job have infinite capacity which means there is no limit to the number of
operations that can be scheduled within these resources. You have pros and cons for
both infinite and finite scheduling. Finite Scheduling does not allow overloaded
resources, but it can cause your jobs to miss their Required By Dates. Infinite
scheduling is useful for locating bottlenecks on specific resources, but more manual
work is required to resolve scheduling issues.

Finite Horizon Hierarchy:

Production Quantity = Stock Quantity + Job Quantity + Order Quantity

The Finite Horizon hierarchy is correct, only if Site Horizon is > = than the
Resource / Resource Group horizon.

l Select the What-If Schedule check box to test a job's schedule by first creating a
temporary schedule and then reviewing its impact on the overall schedule. On the
scheduling boards, these hours are displayed as what if times, and you can view them
independently from your current times. When you decide that the temporary schedule is
acceptable, you remove the job schedule’s What If status by accepting the changes on a
scheduling board. This job time is then incorporated into the current schedule.

l Select the Recalculate Expected Yield check box to indicate you want the application
to handle over-production or under-production for this job. You need to have already

36 February, 2024
 selected the Production Yield check box om Job Entry and at least one production yield
recalculation system action on the Operation master for every operation used on this
job.

l Select the Minimize WIP check box to reduce the gaps between operations on a single
job or a group of associated jobs that are scheduled via the Schedule Multi-Job feature.

5. Select OK.

Notice the 'Start' and 'Final Operation' date fields populate. Kinetic calculated the job
schedule.

l Start - When the job starts in production.

l Final Operation - Completion date of the operation marked as Final in the Method of
Manufacture (MOM) for the assembly part. If the operation in the MOM is not marked as
Final, the Scheduling engine uses the last operation in the MOM to calculate the
completion date.

6. Select the Released check box.

7. Select Save.

Here is some additional field information:

l Mode - Select either Concurrent or Sequential in the Mode field. The selected value
determines quantity reporting and costing.
l Locked – Indicates that this job’s schedule will not be changed by the Global Scheduling
or Load Leveling features. Only actual schedule dates are locked. When you lock a job’s
schedule, any what-if schedule created for this job is automatically removed.
l Priority – Importance that this job will have within your schedule. If you globally finite
schedule your jobs, this code determines which jobs need precedence over other jobs.
l Receive Time (Dates) - Amount of days required to move a part to stock or to the next
job. The Receive Time is subtracted from the Requested By date.

Production Quantity = Stock Quantity + Job Quantity + Order Quantity

l Expense Code - Expense code controls the GL expense account numbers used for
Payroll transactions created from labor entries for this job.
l Template – Indicates that this job or assembly should be listed as an option for the Get
Details program. Only jobs or assemblies for which the Template check boxes is
selected display within this program. This check box helps you shorten how many jobs
are available to copy for a specific part.
l Synchronize Req by Date with Demand Links - Determines the action that is taken
when the job is scheduled, specifically concerning the update of the job's Required By
date.

37 February, 2024
 l Completed - Displays the quantity completed on a job. For example, a job is for '10'
units of part 'A', but you have completed only '5' units so far. As a result, this field would
display the value of '5'.

Reviewing the Job Scheduling Board

When you schedule a job, you can visually review the job schedule using the 'Job Scheduling' app.

1. Select Job Scheduling Board.

The Job Scheduling Board app displays.

2. Review the job schedule.

To learn about how to review a job schedule, review the article.

Recalculating Production Yield

You can recalculate the expected production yield for jobs marked as Production Yield, on the basis
of job operations holding the completed status, meaning you enter labor against them using the
'Time Entry' or 'Dealer Portal' apps. Materials used on the jobs must come from sites that are also
marked for production yield recalculation in the 'Site Configuration Control' app.

For example, assume you have a job with the production quantity of '12' units. You scrap '4' at one of
the job operations. When you recalculate production yield, the job reduces the quantity to '8' units.
However, to implement 'Production Yield Recalculation', you must:

38 February, 2024
l Set up your you site.

l Set up your operation.

Kinetic will adjust the job production quantity only if the operation results in
under-production. You enter this threshold in the 'Recalculate Yield Under %'
field located on this card. If you want to monitor over-production, use the 'Create
Shop Warning' and/or 'Send Shop Warning Alert' check boxes and set a

39 February, 2024
 threshold in the 'Variance Under %' and 'Variance Over %' fields located on this
card.

l Set up your job.

l Depending on the operation production yield settings, you may not see a re-calculation
happen (percentage of change too small)

l Fixing production quantity on a job, be careful how you answer Kinetic prompt about updating
original production quantity.

40 February, 2024
l There is the 'Limit Production Yield Recalc' check box in the 'Part' app. If you use sub-
assemblies you may want to review this setting.

l If you don’t respect the job demand link (you ship partial quantities from stock jobs) then the
Time Phase is going to be out of sync.

l Part Advisor (and similar views) – Remember that the estimated material and run quantities get
updated, so historical estimated costs may be skewed. Production quantity is the demand link
not the original production quantity, so the yield could appear to be 100% all the time.

41 February, 2024
1. In the Overflow menu, select Recalc Production Yield.

42 February, 2024
Making Adjustments to the Jobs
Run Job Cost Adjustments to make specific changes to a job’s labor, material, or subcontract
records. For most fields in this program, enter values that are then added to the current values on the
job. Both positive and negative adjustments can be entered.

In this article, we will cover making adjustment to a job.

1. From the main menu, go to Production Management > Job Management > General
Operations > Job Adjustment.

2. Select the required job from the list.

3. On the Labor Adjustment card, select .

4. Specify the necessary adjustments to the labor.

5. Select Save.

Repeat the same procedure for the material or subcontract records.

43 February, 2024
Entering Co-Parts in Job Entry
You can enter 'Co-Parts' (multiple parts) manufactured through the current job. For example, a
manufacturer makes upholstered office chairs. They manufacture several different sized chair backs
which use the same fabric. In this scenario, you can enter a single job that creates two different parts
on one job operation (stamping the material into two different sizes).

The following rules apply:

1. You can only enter co-parts if you install the Advanced Production license.

2. You cannot delete a co-part from a job that has labor reported against it.

3. You cannot add co-parts for jobs that are set to 'Engineered'.

4. You cannot add 'on-the-fly' co-parts for 'Make to Stock' demand link.

To add a co-part:

1. Open the Job Entry app and search for and select a job.

2. Select the Details page and in the Nav tree select the Co-Parts > Co-Parts Detail node.

The Detail card displays.

3. Select New .

4. Search for and select the part you want to add.

5. Specify the other fields as required.

Here is more information about the important fields:

l Yield Per – The part quantity manufactured during each operation. If the job will be
produced in sequential mode, this field displays the value of one (1). If this is a
concurrent job, however, you can enter a different value in this field.
l Material Cost Factor – A value that defines the ratio used to prorate material costs on
each part. This value affects the final material costs that will accumulate for each part
quantity manufactured on this job.
l Labor Cost Factor – A value that defines the ratio used to prorate labor costs on each
part. This value affects the final labor costs that will accumulate for each part quantity
manufactured on this job.
l Stock Quantity – The part quantity that is available within inventory. If the part does not
exist in your part master file, you must enter a stock quantity. The stock quantity is used
to calculate the total Production Quantity.

44 February, 2024
 l Prevent Suggestions - Indicates that MRP will not create job suggestions for the
specified co-part. This check box is not enabled for the parent part.

6. Select Save.

45 February, 2024
Managing the Job Tree View
The Job Tree View visually displays the job’s method of manufacturing through a tree structure.
Navigate to the Assemblies page and add the entries for the operations, suboperations, materials.
Each method item is displayed with an icon and some descriptive text. Use the interface to quickly
view the job’s method, tracking the job’s progress as its quantities are manufactured. Use the
Assemblies page to select and drag method of manufacturing items onto the Job Tree View. You
can also define what items are displayed on the Job Tree View.

Each Job Tree View icon identifies the manufacturing item and in some cases, indicates the item’s
current status. Read the Icon Details section for a key of each icon and what it means.

Icon Description
This is an assembly linked to the job.

This is a job for inspection. Inspection plans can be linked to assemblies, oper-
ations or materials.
This item is a standard job.

This item is a material. This is a default icon for material.

Indicates material attention.

Engineering item. It allows to drag and drop material, assemblies and operations
onto a job from parts, quotes and BOMs.

The material is complete.

Indicates that the backflush location does not have enough on-hand quantity to
satisfy the requirement, but the job material record's warehouse - plus the back-
flush warehouse - does have enough on-hand quantity.
Indicates a material with a zero quantity per parent for which nothing has been
issued. The icon will display even after the job is completed and closed, so long
as the material is not issued.
An operation that has not been run yet. This icon may also be coupled with the
"tag with a red dot" icon to indicate that there are material constraints for the oper-
ation.

46 February, 2024
Icon Description
Operation has been complete.

Indicates operation detail.

Indicates that this subcontract operation is complete.

Indicates that the subcontract operation has a capacity constraint.

47 February, 2024
Reviewing Material Requirements for a Job
In Job Entry, review material requirements for a current open job using the Material Status option of
the Overflow menu. The panel that opens displays all the material requirements – including any stock
assemblies that have pull quantities. You can also filter the material requirement so that they only
display assemblies within the current job’s method of manufacturing where the current material
quantities do not satisfy demand.

1. In Job Entry, select an open job you want to review the material requirements for and select
Material Status from the Overflow menu.

2. Select the part you want to see the details for from the Material drop-down on the header of
the Material Inventory Quantities card. This drop-down helps you easily navigate through all
the parts in the job.

The Part and Description fields display the details for the material you select.

3. Review/change the cutoff date. This is the last date on which these material requirements will
appear so the system displays material requirements due on or before this date. The current
date is the default value.

4. Select the Exceptions Only check box if you want the panel to only display requirements with
the Quantity On Hand values that are either less than the required quantity or require an
outstanding quantity. This way it won't display any material requirements that are complete or
have sufficient stock materials.

5. Review/change the quantity of this part currently available within inventory in the On Hand
field. This quantity is the total for all the sites. The on hand quantity is equal to the sum of all
warehouse bin quantities listed for this part. If the part does not exist in the part master file, On
Hand is 0.

48 February, 2024
 For example, 100 pieces of part 1000ABC are available in Bin 1 from warehouse 1. 250 pieces
of part 1000ABC are available in bin 2 from warehouse 2. 350 appears as the On Hand
quantity for part 1000ABC.

6. Review other details of the material, if necessary.

Tip: Other factors enter into the inventory quantity that you should consider. For example, you
may need to consider planned receipt quantities from your suppliers or quantities currently in
production. Use the Time Phase inquiry in Part Tracker or the Time Phase report to get an
accurate picture of the stock available for any part.

l WIP Qty - Part total of the work in process (WIP) quantity.

l Available - The quantity of this part currently available in stock. This quantity is the total
for all the sites minus any quantities that are currently allocated to jobs. This way,
Quantity Available = Total Quantity On Hand - Total Allocated.

For example, 100 sheets of sheet metal part SM123 are currently stocked in inventory.
An order has been taken that calls for 45 sheets of part SM123. 55 is the quantity
available.

7. Review additional materials details on the Materials card and, if necessary, run the Material
Requirements report.

8. Select Save and then OK to close the panel and go back to Job Entry.

49 February, 2024
Assigning Serial Numbers to a Job
Assign serial numbers to serial tracked parts on a job in Serial Number Assignment.

Serial numbers can assist you in finding potential defects - both defects on items you purchase and
defects on items you ship to customers. The earlier you assign serial numbers, the better audit trail
you will have.

Assuming the material is designated as serial number tracked, you must enter serial numbers when
issuing the material from inventory or inspection to a job. You can also unassign serial numbers
assigned to jobs by mistake.

Assigning Serial Numbers

1. From the main menu, go to Production Management > Job Management > General
Operations > Serial Number Assignment.

2. On the landing page, select a job with a part for which you want to assign serial numbers.

3. Select the assembly to which you wish to issue material. This must be a valid assembly
sequence for the specified job. If you don't want to issue material to a specific assembly, leave
this field set to 0 (zero), which is the top-level assembly for the job. The other fields update
automatically.

l Assigned Quantity - Serial number quantity for this transaction.

l Description - Part description.
l Part - Part issued to the job. The default is the part number associated with the specified
job material sequence.
l Required Quantity - Required quantity from the job assembly record.

4. On the Assigned Serial Numbers card, select the Serial Numbers option to access the
Select Serial Numbers card where you can create serial numbers to assign to the parts.

50 February, 2024
 Creating Serial Numbers

The part number, part description, transaction quantity and the number of selected serial
numbers display in the top pane of the card. The sequence starts at 0 (zero) and automatically
increases each time you add another serial number.

If there are no serial numbers in the Select pane, this means there are currently
no serial numbers available for assignment or not enough for the quantity you are
requesting. If this occurs, enter new serial numbers in the Create Serial
Numbers pane.

1. Enter a serial number for the part.

If you don't know serial number(s) you can identify all needed serial
numbers from the Available Serial Numbers pane.

2. Select the Right Arrow option to move each highlighted serial number into the Serial
Numbers Selected pane.

3. To select multiple serial numbers, hold the Ctrl key. Use the Double-Right Arrow option
to move all serial numbers to the Serial Numbers Selected pane.

4. If you need to remove any serial numbers from the Serial Numbers Selected pane, use
the Left Arrow button. It returns the selected serial number(s) to the Available Serial
Numbers pane.

Use the Double-Left Arrow mouse option to return all serial numbers to the
Available Serial Numbers pane.

5. Once you complete the serial number selection process, select OK.

You must select the same number of serial numbers for the part as the
quantity that you're transacting, or you won't be able to save the
transaction.

5. The Assigned Serial Numbers pane updates with created serial numbers. The Assigned
Quantity field fills in with the number of serial numbers you created and assigned.

51 February, 2024
 6. Select Save.
7. If you later need to scrap or void any of the previously assigned serial numbers, use the Serial
Number Maintenance application. The relevant check boxes will show their status in the
pane.

Unassigning/Deleting Serial Numbers

If you assign a serial number to a wrong job, you can correct it if you haven't posted a labor record for
that serial number.

In the Select Serial Numbers card, select the serial number to unassign and use the Left Arrow
option to move it to the Available Serial Numbers pane.

The application deletes this serial number. If you want to reuse it, enter it manually in the Create
Serial Numbers card.

The status of the serial number changes to Unassigned. You can reassign it to another job in Serial
Number Assignment:

In the Serial Number field, manually enter the serial number and press Select. This action moves
the serial number to the Selected Serial Numbers list.

52 February, 2024
Splitting Jobs using Job Entry
You can split a job to divide it into multiple jobs. The part quantities on these split jobs are then
manufactured separately. The Split Jobs feature allows you to move pieces and costs from a job in
process to a new job. It divides one job into two jobs relative to the split quantity. Once a job split
occurs and the data is saved, undo process is no longer available, which makes this routine a real
time transaction. The split quantity can be manufactured for stock, sales order, or as a job material. It
also retrieves associated reference designators from the specified source job.

The Split Jobs feature can only divide jobs that produce a single part. If a job produces two or more
parts, you cannot split the job.

To split a job:

1. Open the Job Entry app and search for and select a job.

2. From the Overflow menu, select Job > Split Job to open the Split Job Entry panel.

3. Either enter the number for the new job in the New Job field or select the Next Job button.

53 February, 2024
4. Enter the date that the new job must be completed by in the Due Date field.

5. Select or enter the Split Targetvalues.

6. Select Save.

54 February, 2024
Using Quick Job Entry
With the Quick Job Entry app, you can create, engineer, schedule, and release a job through one
screen. This app is valuable when you have several jobs for stocked parts that do not have a lot of
detail, and you want to enter them quickly. The app uses the reference designators associated with
the method of manufacture when creating a new job record.

1. Open the Quick Job Entry app.

2. Select Next Job to add a new job.

3. Select the part search icon to find and select the part.

4. Enter the quantity for the job.

5. Select the check boxes if required:

l Engineered - Select the check box if you want to engineer a newly created job record.

l Released - Select this check box if you want to release a newly created job record.

l Scheduled - Select this check box if you want to schedule a newly created job record.

6. Select Save.

55 February, 2024
Running the RoHS Job Compliance Process
Run the RoHS Job Compliance Process to complete adding restricted substances for a part.

Issued materials and subcontract operations are included during the process run. Issued materials
are verified if the part is compliant or if the supplier or supplier part is compliant (even if the part is
not). Subcontract operations are verified if the supplier, operation master, or supplier subcontract
operation is compliant.

The Selections parameters include:

l Compliance Verification - Indicates which compliance verification will be processed. You can
run the process against jobs which contain parts that either engineered, the Engineering
option, or manufactured, the Built option.
l Processing Options - Select how you want the process to run. You can select Net Change,
which only updates records either updated or added since the last process run or
Regenerative, which verifies all the current restricted substances within Kinetic.
l Filter Summary - Informs you whether you used filters or not. After you select a specific filter
option, the fields located in this pane display values depending on whether you filtered (Some
Selected) or you did not (All Selected).
l Last Run - Specifies the date, time, and user ID so you know when and by whom was the
process run.
l Schedule - Indicates when you want to run the process. If you select something other than
Now, the Recurring check box is available.
l Recurring - Select this check box if you want the process to run on a repeating basis. This
check box is only available if you select the schedule other than Now.
Tu run the process:

1. From the main menu, go to Production Management > Job Management > General
Operations > Job Entry.
2. Select a job.

3. From the Overflow menu , select Job > RoHS Compliance.

4. Define the options.

5. Select Process.

56 February, 2024
Using Planning Workbench
Create new jobs or make changes to the supply/demand links on existing jobs with the Planning
Workbench app. You first find and select suggestions based on current sales orders. Then, you
create jobs and define the demand links by launching programs from the Planning Workbench.

If your company uses the Material Requirements Planning (MRP) module, the
application can also create suggestions not linked to sales orders. .

Selecting and Acting on Planning Suggestions

1. Open the Planning Workbench app.

2. Select the suggestion on the Suggestions card.

3. Based on the suggestion generated by the app, select one of the available options from the
Overflow menu to perform an action for the selected demand transaction.

57 February, 2024
 l Select the Job Manager to launch this suggestion within the Job Manager program.
You use this program to define the supply and demand links for the suggestion. To learn
more about this program, review the Job Manager article.

l Select the Order Job Wizard to launch Order Job Wizard. Use this program to
generate a job based on the selected order. To learn more about this program, review
the Order Job Wizard article.

l Instead of using the Order Job Wizard, you can select the Create Job to generate the
job. A panel displays that creates the job record. The next section describes how to use
this window.

4. Select Save.

Creating Jobs
Next, learn how to create a job using the 'Planning Workbench' app.

1. Select a suggestion.

2. Select Create Job.

58 February, 2024
 The Create Job panel opens.

3. To have Kinetic generate a new job number, inside the panel, select Next Job.

Kinetic generates a new job number.

4. OR, Select the Order Release button to use the sales order number, line number, and release
number for the new job number.

5. If this suggestion is from another job, select the Related Job button.

The job number is assembled using the job prefix followed by the original job number.

6. To pull the current method of manufacturing for the part, select the Get Details check box.

The Schedule check box activates.

59 February, 2024
 7. If you want the new job placed in the production schedule, select the Schedule check box.

The Release check box now activates.

8. Select the Release check box, if you want to indicate that production can start on this job.

9. Select the Mass Print check box to indicate this job can be included in batch printing.

Some reports, like the Job Traveler, can be set to print all the jobs that currently
have this check box selected; these jobs then all print at the same time.

10. Select the Submit Process button to generate jobs through background processing.

While this job process runs, you can continue to work in the app. You can then review these
jobs in Job Entry, Job Tracker, or other tracker and job management apps.

11. Finally, select the Create Job icon to create a new job from the selected suggestion.

12. Exit the Planning Workbench app.

60 February, 2024
Using Job Manager
Use the Job Manager app to easily control the manufacturing of a specific part. You use this app to
review a part’s current demand. You can then create new jobs or link existing jobs to satisfy this
demand. You can also remove supply and demand links you no longer need.

To use the 'Job Manager' app:

1. Open the Job Manager app.

2. Search for and select a part.

3. Review the inventory information for a specific part using the Inventory card.

4. Review the demand information for a specific part using the Supply card.

61 February, 2024
5. Review the Supply Links and Demand Links cards.

6. Select Save.

62 February, 2024
Changing Job Statuses
Run Job Status Maintenance to view or change the status of a job. This app is useful for reviewing
the status of several jobs at once.

To review or change the job status:

1. Open the Job Status Maintenance app.

The Job Status Maintenance app opens with the Search panel in view.

About the Search Panel

The 'Search' panel allows you to search for a job or jobs using a set of filter related fields to
narrow down your job search. For example, you want to retrieve only jobs with a specific 'Due
Date'. In this case, you would use the 'Due Date Start' and 'Due Date End' fields. However, you
can use other 'Search' fields depending on what job(s) you want to retrieve.

63 February, 2024
2. Using the Search panel, select a job or set of jobs you want the app to retrieve.

The Job Status card displays.

64 February, 2024
 In this example, we retrieved job '2031'. However, this is just an example.

The card shows you the basic information about the retrieved job(s). It shows you
the 'Start' and 'Due' dates, 'Production Quantity', and whether the job(s) is
'Engineered' and 'Released'.

3. Depending on what job(s) you have retrieved, use the button located on the card to firm,
engineer, release or mass print the job(s).

These are the available icons:

l Firm All - Select this icon to firm all the jobs listed in the Job Status grid.
l Engineer All - Select this icon to engineer all the jobs listed in the Job Status grid.
l Release All - Select this icon to release all the jobs listed in the Job Status grid.
l Mass Print All - Select this icon to mass print all the jobs listed in the Job Status grid.
l Set All - Select this icon to set all the jobs listed in the Job Status grid.
l Process - Select this icon to process all the jobs listed in the Job Status grid.
4. Next, click the job link in the Job column.

The Details page with the Details card displays.

The card shows information about the selected job. This includes part, description, revision,
quantity, scheduling, printing and status information.

65 February, 2024
5. Scroll down to locate and expand the Job Materials card.

The card allows you to 'Reserve' and 'Allocate' the material(s) of the retrieved job.

6. On the Job Materials card, in the grid, select the retrieved job for the 'Material' sequence you
want to reserve.

7. Select the Reserve button.

The Information panel opens confirming the reservation.

66 February, 2024
8. Inside the Information panel, select OK.

9. To allocate the material, select the job and select the Allocate button.

The Information panel opens confirming the allocation.

67 February, 2024
10. Inside the Information panel, select OK.

If you want to learn more about the 'Fulfillment' functionality in Kinetic, review the
article.

If you want to learn more about the 'Automated Fulfillment' functionality in Kinetic,
review the article and its related articles.

To be able to allocate a job material, you must select a template for the site you
are working in using the 'Site Configuration Control' app.

11. Scroll down to locate and expand the Plan As Assembly card.

The card allows you to view assemblies that are associated with the selected job that have
been designated as 'Plan As Assembly' items.

The Plan As Assembly functionality enhances MRP processing by planning lower component
manufacturing parts through a direct relationship with the end part. These lower manufacturing
parts do not have to be included in the assembly structure. The Plan As Assembly functionality
can still account for these demand quantities. It does this by leveraging the multi-level
assembly build structure to correctly synchronize demand requirements.

You can also use its flexibility so that subassembly part quantities can be manufactured to
stock or manufactured on a job directly linked to the parent part requirements. Any jobs
generated through the Plan As Assembly functionality can be automatically given the firm
status through the Auto Job Firm Process. This capability minimizes the impact to standard
MRP by using the Pull as Assembly (PAA) logic for creating PAA assemblies, using Auto-
Consume stock during the scheduling process, and creating a new process to firm up jobs
which breaks off PAA assemblies to separate jobs and creates the material demand links.

This card allows you to add a new job or edit an existing job. It also provides an overview of the
job and displays part information, quantities, revision, and due dates. This sheet also contains
check box options you select to indicate that the jobs planning is complete.

12. Select Save.

68 February, 2024
 If needed, you can launch the 'Fulfillment Workbench' app from the 'Overflow'
menu on the 'Details' page. Using the app, you can 'Allocate' and 'Reserve'. To
learn more about the concept of 'Fulfillment' in Kinetic, review the article.

13. You can use the Overflow menu, to firm the retrieved jobs or to print the Job Traveler.

If you run the 'Firm Jobs and Sub-assemblies Process', it changes any un-firm
jobs to firm jobs. Firmed jobs can be engineered and released to manufacturing.

The 'Job Traveler Report' explains exactly what is required on a specific job. It
divides the operations and materials by the assemblies for the parent job.

14. Exit the Job Status Maintenance app.

69 February, 2024
Tracking Jobs
The Job Tracker keeps you updated with everything that is going on with your part. It provides a
summarized view of all the operations and processes linked to the part, the related project,
materials. You can drill down to see greater details, such as part locations, shipments, quotes,
supplier information, and purchase orders.

Selecting a Job
The Jobs card contains basic information on the job, performed with the associated material or part.
You can review the project credentials, type of the job, staring and closing dates. You also can see
the status of the job, as well as the demand information for the part based on the order, stock, and
job data.

To access the Jobs data:

1. Open the Job Tracker app.

The Landing page displays.

2. Search for and select a job you want to review.

Viewing Job Details

The Job Details card provides a comprehensive insight to the information on the current job. You
can closely review the data for the materials, operations, assemblies, and subcontracts. When you
need to know the overall details of the specific part, refer to this card.

1. Make sure the Details page displays.

This displays the Job card.

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 2. Review the Job card.

Reviewing a Method of Manufacture

Next, review job's method of manufacture.

1. Select the Assemblies page.

The Assembly card displays.

2. Fully expand the Nav tree.

71 February, 2024
 In this case, we expanded the 'Operations' and 'Material' node. The job in this
example holds '6' operations and '1' material. However, your method of
manufacture may be different.

3. To review all the operations in your method of manufacture, in the Nav tree select the
Operations node.

The Operations card displays. The card lists all the operations in your method of manufacture.

The card can also display different costing information depending how you personalize
columns. To do so:

72 February, 2024
1. Select Personalize Columns from the Overflow menu.

The Personalize Panel opens.

2. In the Search field, enter cost.

3. Active different Cost fields as required by moving the toggle button to the right.

73 February, 2024
 4. Finally, select the Save button inside the panel.

4. To review a specific operation details, select an operation in the Nav tree.

The Operation card displays.

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 5. Review its details. You can review any operation in your method of manufacture.

6. To review details for a material, select your material in the Nav tree.

The Material card displays.

7. Review the material details.

Displaying Miscellaneous Shipments

The Miscellaneous Shipments card displays packing slips for miscellaneous (non-billable) material.
You can also view the slips for the return of discrepant parts to a supplier from a DMR (Discrepant

75 February, 2024
Material Report) record.

1. Select the Activity page.

2. Expand and review the Miscellaneous Shipments card.

Reviewing Serial Numbers

The Serial Numbers card helps you view the serial number status for the specific part, serial-tracked
transactions, location of the particular part, and service information for the parts.

Viewing Part Locations

There are three levels of locations: sites, warehouses and bins. Through these three levels you can
easily select the needed part. The Part Locations card contains details about Work in Process
(WIP), Material, and Inspection part locations by site, as well as location history.

You can view the following information on this card:

l Viewing WIP Information

l Reviewing Material Details
l Displaying Inspection Information
l Viewing Location History

Viewing WIP Information

WIP denotes inventory that has begun the manufacturing process and is currently in production, is
no longer included in raw materials inventory, but is not yet a completed product. The WIP card lets
you review all the part quantities that are currently in process for the selected job.

76 February, 2024
Reviewing Material Details
On the Material card you can view the materials that are currently issued to the job, but have not yet
been used in manufacturing. Because of this, these materials still have a location within the site.

Note that you can also hide the production location of each material part quantity. This lets you filter
the results so that they only display the warehouse information for each material quantity.

Displaying Inspection Information

Inspection means check-up of the discrepant material found during the job production. This
Inspection card displays parts that are currently being inspected. These parts are either related to
the selected job or the materials being used to manufacture the job.

Viewing Location History

If you need to view the overall location history for the parts, refer to the Location History card. Here
you can review the locations of all the parts that have so far been either used or manufactured on the
selected job.

Using Links
The Links card displays all the jobs for which the current job is supplying materials. When the parts
are complete on the current job, they will supply materials for the jobs displayed on the Links grid.

Reviewing Manufactured Receipts Details

On the Mfg. Receipts card, you can review all the manufacturing receipts created against the current
job.

77 February, 2024
Running the Auto Job Firm Process
Use the Auto Job Firm Process to automatically separate Plan as Assembly sub assemblies into a
new job when the primary job is firmed up.

When a firm job is selected for processing, the application checks for Plan as Assembly items. When
stock is available, the application creates a material record for the subassembly part and designates
the due date. The application uses the original job number, plus the assembly number with a
demand link to stock based on the MRP parameters.

If the production quantity is 5 and the minium lot size is 100, the system creates an
unfirm job for 100 parts. If the production quantity is 279 and the maximum lot size is
100, the system will create 3 unfirm jobs for 100 parts.

When stock is not available, the system creates a material record for the subassembly part with a
due date set to Make Direct.

Firming subassemblies also supports non-stock parts. The Auto Job Firm Process firms
sub-assemblies that are non-stock. When the non-stock subassembly is firmed it
displays as a material on the assembly (parent) job. The new firm job for the non-stock
subassembly will be linked to the new material record on the assembly (parent) job.

When MRP deletes and recreates the parent unfirm job, it recognizes that a firm job exists and
creates a material record instead of a subassembly. The link of the Plan As Assembly job is updated
to the new unfirm job number.

If the assembly part has a bill of materials (BOM) structure defined with a co-part, the Auto Job Firm
Process will NOT add the co-part to the firm job. The Auto Job Firm Process strictly copies the
assembly BOM from the unfirm job to the firm job.

78 February, 2024
Running the Auto Job Release Process
Run the Auto Job Release Process to automatically release jobs to the floor for processing.

TheSelectionparameters include:

l From and To - Enter the date range for the job start dates that you want to run the release job
process on.
l Dynamic - Specifies whether you want to run the process by a dynamic option or by a specific
date. When selected, the date fields display a list of options instead of the calendar.
l Select for Mass Print - Select this check box if you want to print all jobs marked as released
during a mass print of the job traveler.
l Schedule - Indicates when you want to run the process. If you select something other than
Now, the Recurring check box is available.
l Recurring - Select this check box if you want the process to run on a repeating basis. This
check box is only available if you select the schedule other than Now.
l Log Filename - Specifies the location of the log file.
To run the process:

1. From the main menu, go to Production Management > Job Management > General
Operations > Auto Job Release.
2. Enter the required dates in the From and To fields.
3. Select the Dynamic check box to run the process by a dynamic option.
4. In the Options pane, select the Select for Mass Print check box, if required.
5. Review additional process parameters in the Filter Summary pane.
The Sites, Product Groups, Planners and Parts fields default with All Selected. To change the
defaults, navigate to the Filter > Site, Filter > Product Group, Filter > Planner and Filter > Part tabs
respectively.

6. Select scheduling details. You can optionally select the Recurring check box to regularly run
this process.
7. Select or enter a Log Filename.
8. Select the Save Process Set icon if you want to add these items as tasks to a process set.
9. In the Save To Process Set window, select a Process Set, and then hit OK or Cancel.

10. Select Process.

You can run Auto Job Release manually, or schedule this process to run automatically. You can also
attach the process to a schedule to allow the production planner to automatically release jobs to the
floor.

79 February, 2024
80 February, 2024
Lean Metrics
Lean Manufacturing is a process that eliminates waste and cost through a continuous production
flow measured by customer demand. Use the Production Activity process both to establish lean
performance metrics and to automatically capture production data through shop floor transactions.
The data you capture through this process can then be analyzed as needed against any lean
performance metrics you define.

To plan the manufacturing process, you must set up the application so it optimizes customer demand
and eliminates waste. The metrics you define in the lean metrics setup programs contain key
information for your lean manufacturing processing. Configuring lean production activity metrics
assists you in generating the Production Activity records you need and also minimizes data entry.

81 February, 2024
Production Activity Day Maintenance
Establish a work pattern for each day using Production Activity Day Maintenance.

In this application, define the type of a day, and assign a code to identify it. Then define details for the
different periods/shifts of the day.

Creating a Production Activity Day Code

1. From the main menu, go to Production Management > Job Management > Setup >
Production Activity Day.

2. Select New to add a new day.

3. In the Day ID field, enter a unique code to identify a production activity day pattern. For
example, 10H-5AM.

4. In the Description field, enter an explanation of the code. For example, 10 hours 5 AM start.

5. Select a Type: Period or Shift.

If you select Period, you can enter period details for the production activity day. Likewise, if
you select Shift, you can enter shift details.

6. Select Save.

Entering Details for an Activity Day Code

If your day is of the Period type.

1. On the Day Detail card, for each period in the day, enter a Period number and a Start Time
and End Time. For example, Period 1 begins at 5:00 and ends at 5:59.

82 February, 2024
 2. Enter details for all the periods.

3. Select New to add more periods, if required.

4. Select Save.

If your day is of the Shift type.

1. On the Day Detail card, for each shift in the day, select a Shift identifier and a Start Time and
End Time. For example, Early Morning begins at 6:00 and ends at 14:30.

2. Enter details for all the shifts.

3. Select New to add more shifts, if required.

4. Select Save.

83 February, 2024
Establishing Weekly Work Patterns
Establish weekly work patterns for employees in Production Activity Week Maintenance.

Each day of the week has a designated day code, and the combination of the day codes creates a
pattern for the week. This pattern is flexible and allows you to incorporate typical work week
variables to accommodate different production hours when necessary, such as weekends or
seasonal work.

1. From the main menu, go to Production Management > Job Management > Setup >
Production Activity Week.

2. Select New to create a new record. The Details page opens.

3. In the Code field, enter an identifier for the week. For example, 40H-5.

4. In the Description field, enter more information to identify the week definition. For example, 40
Hours 5 Day Week.

5. For each day in the week, select a production activity day pattern, like 8H-7AM. This defines
the number of hours and the start time of the workday.

84 February, 2024
6. Select Save .

85 February, 2024
Creating Production Activity Plans
You can define a production plan for your manufacturing organization, including manufacturing
quantity, week patterns, resource groups, and other necessary work patterns per period. It is useful
when accounting for seasonal or other factors that can affect production. You enter production
activity plans in Production Activity Plan Maintenance.

Entering a Production Plan

1. From the main menu, go to Production Management > Job Management > Setup >
Production Activity Plan.

2. Select New to add a new plan.

3. Enter a unique identifier for the production plan in the Production Activity field.

4. In the Description field, enter additional information to identify the production plan.

5. In the Resource Group field, specify a resource group for this production plan. You can use
the search or enter the resource group directly.

6. In the Resource field, assign a resource to the production plan.

7. In the Week ID field, select an activity week pattern for this plan.

8. Specify an estimated number of Labor Hours, Burden Hours, Indirect Hours, and Rework
Hours.

9. Select Save.

86 February, 2024
Entering Production Plan Details
Now complete the metric estimates for the production activity plan on the Plan Detail card. For each
period in the day, complete the plan details.

1. Enter the estimated staffing for the period in the Crew Size field.

2. Specify the estimated number of pieces produced for this period in the Production Quantity
field.

3. In the Scrap Quantity field, enter the estimated number of pieces scrapped for this period.

4. Specify the estimated number of pieces identified as non-conformance for this period in the
Non-Conformance Quantity field.

5. In the Rework Quantity field, enter the estimated number of pieces identified as rework for this
period.

6. Select Save.

87 February, 2024
Creating a Production Activity Schedule
Create a production activity schedule in Production Activity Schedule Maintenance.

A production activity schedule is the manufacturing schedule used during a production activity plan.
The planning happens at the resource or resource group level, so you can account for a schedule
change that is required because of production planning alterations due to seasonal or product
needs.

Each plan has an effective date. The system uses this value in the Production Activity Generator to
generate activity records for resource groups with active production plans.

You can also use the same production plan on several resources or resource groups. Be sure to do
this when you have several resources and/or resource groups that perform the same tasks during
your manufacturing workflow.

1. From the main menu, go to Production Management > Job Management > Setup >
Production Activity Schedule.

2. Select New to create a new record. The Details page displays.

3. Use the Search icon in the Plan ID field to find the plan ID you want to schedule. Once you
select a plan, the details associated with it display.

4. The Effective Date for the plan defaults to today’s date. Change this if you need to.

88 February, 2024
5. Select Save .

The Schedule ID value is 0 by default and it does not change once you save the
record. However, if you go back to the landing page and select Refresh from
the Overflow menu , the grid refreshes and the new schedule gets assigned
its schedule ID.

89 February, 2024
Running the Generate Production Activity
Process
Run the Generate Production Activity Process to produce a production activity record for each
resource group with an effective plan. This generation process populates the production plan for an
entire company for a day, a week, or a preferred period.

The Generate Production Activity process does not delete any production activity records that exist
in the defined time frame. If you need to completely reset the application to regenerate, you must
delete all records manually.

The Selection parameters include:

l Starting Date - Select the starting date of the period for which you to generate production
activity records. You can also set up this process to run following a regular schedule. To do
this, select the Dynamic check box.
l Ending Date - Select the ending date of the period for which you to generate production
activity records. You can also set up this process to run following a regular schedule. To do
this, select the Dynamic check box.
l Dynamic - Select this check box to run the process by a dynamic option rather than by a
specific date. After you select this check box, the date field displays a list of dynamic options
instead of the calendar. If you select this check box, you should also select a schedule in the
Schedule field that works with the option you chose in the date field, and then select the
Recurring check box next to the Schedule field.
l Current Site - Select this check box to generate production activity records for the current site
only.
l Filter - Use this field to select specific Resource Groups to include in the process.
l Schedule - Define when to run the process. If you select something other than Now, the
Recurring check box is available.
l Recurring - Select this check box if you want the report to run on a repeating basis.
To run the process:

1. From the main menu, go to Production Management > Job Management > General
Operations > Generate Production Activity Process.
2. Select the parameters you want to use for the process.

3. Select Process.

90 February, 2024
Working with Production Activity Maintenance
After you generate a production activity plan, you need to establish production activity metrics by
period in Production Activity Maintenance. You define the metrics for each resource group, each
resource, and each day. This minimizes how much data you enter for time, resources, and materials.

However, you can manually update these default Production Activity values to handle changes in
your plans. For example, you may have less employees to work, or additional working hours needed
outside the plan. Through Time Entry, users enter actual labor quantity and hours they worked on
each job operation.

Adding a Production Activity

1. From the main menu, go to Production Management > Job Management > General
Operations > Production Activity Maintenance.

2. Select New to add a new activity.

3. In the Activity ID, enter the activity order number. If you don't enter any value, the app will
assign the next available number.

4. Select the production activity Plan to pull in production metrics.

5. Select the effective Date for this production activity.

6. Identify the Resource and Resource Group that will perform labor against the plan.

7. The production activity plan information defaults into the Hours group boxes:

l When you first establish the activity, all hours are the Estimated values for the plan.

l When employees enter time against the plan, the Actual values display.

8. Select the Approved check box.

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 9. Select Save.

Entering Activity Details by Period

1. On the Production Activity Detail Periods card, review or update specific production activity
information for each period.

The Estimated values for each period come from the production activity plan. The Actual
values display when employees report time against the plan.

92 February, 2024
 2. Select Save.

Refreshing Values
From the Overflow menu , you can select one of the following refresh options:

Refresh - Deletes actual values displaying, and recalculates the information by pulling the latest
metrics entered from the labor records.

Reset Period Data - Clears the actual values in Production Activity Maintenance and the
corresponding production activity fields in the labor detail.

Reset and Reload Period Data - Clears actual values in Production Activity Maintenance and the
corresponding production activity fields in the labor detail. Once the reset is complete, the
application recalculates the values, and populates the new production activity values to both
Production Activity Maintenance and labor detail.

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Understanding Data Collection
Data Collection is an easy-to-use, online system for the plant floor that allows real-time visibility for
plant transactions. Data Collection enables accurate labor reporting, as well as online transaction
tracking, which provides management with a real-time picture of what is occurring on the plant floor
by employee and job. Integration with Job Management, Scheduling, Quality Assurance, and
Advanced Material Management eliminates dual entry and provides online, real-time views of the
latest plant floor scheduling priorities. Through Application Studio, you can tailor the applications in a
cloud friendly, upgrade resilient way that requires low/no code.

In addition, an integration with the Document Attach Tool allows plant floor access to needed
documentation, such as product drawings, process documents, and multimedia videos.

The complete module functionality includes:

Feature Benefit
Flexible Data Use touchscreen, mouse, bar code, or keyboard interface to update
Entry Technology labor information from the plant floor. Eliminate data entry mistakes
and increase transaction speed by simply scanning a bar code tag to
complete a transaction.
Work Queue Provide employees with prioritized work schedules and make inform-
ation directly available to the plant floor. Data Collection is optimized
for use on the plant floor with the ability to select multiple operations for
work at the same time, full sheet views, views specific to current, avail-
able, or expected work, ability to target work based on TAKT, pieces,
hours, and setup group designations, and advanced search cap-
abilities.
Multiple Lan- Display the Data Collection screens in the employee’s primary lan-
guages guage.
Distributed Hours Automatically split labor hours across multiple jobs an employee works
simultaneously on. Likewise, split resource or machine hours when two
or more employees work on the same resource.
Quality Reporting Capture rework and scrap reason codes, along with miscellaneous
employee comments from the plant floor. Use the Quality Assurance
options to report setup inspection, first article, piece counts, and more.
Shop Warnings Shop warnings appear in various locations throughout the system
when certain conditions exist or certain events occur. You use them to
keep supervisors informed of a job’s status or an employee’s per-
formance.

94 February, 2024
Feature Benefit
Grace Peri- Manage clock-in and clock-out periods with adjustments made for
ods/Multiple user-defined grace periods. Accommodate split and staggered shifts.
Shifts
Trackers in the Users can access online trackers on the plant floor from within Data
Plant Collection. Job Tracker, Order Tracker, Customer Tracker, Shipment
Tracker, and more are available based on login and secure access.
Shop Tracker shows who’s here, who’s not here, current work center
activity, as well as user-defined alert conditions from the plant floor.
Shipping and In combination with the Advanced Material Management module, max-
Receiving imize responsiveness in the warehouse with Shipping and Receiving
functions from within Data Collection.
Inventory Man- In combination with the Advanced Material Management module, max-
agement imize responsiveness in the warehouse with Inventory functions such
as adjustment, material issues, and physical inventory counts from
within Data Collection.
Material Handling In combination with the Advanced Material Management module, max-
imize responsiveness of material handlers with material move queues
and give operators the ability to request in-process WIP moves of
product from one location to another, maximizing control of in process
products while reducing delays. Additionally, move WIP products into
inventory storage locations or stage WIP at the next resource based on
available space and time. Quickly and accurately identify WIP and
inventory containers with system generated bar codes.

To use the Data Collection functionality, your application must have the Data
Collection license. Many major functions on this interface also require the Advanced
Material Management (AMM) license; we recommend that you purchase this license
before you run Data Collection.

95 February, 2024
Adding Employees to Data Collection
Shop employees are the individuals who produce quantities within your manufacturing center.
Before they can access the Data Collection, they need an employee record. You can link an
employee to a User ID, so you can define both the security access and the language that this
employee uses. Several employees can be linked to one User ID, like Shop – English or Shop –
Spanish. Employees that create inventory or shipping/receiving transactions, however, should have
an individual ID for auditing purposes. This employee record also defines which functions are
available for each user on the Data Collection interface.

Each employee is assigned a Labor Rate value; the application multiplies this value against the
number of hours the employee worked on an operation. The resulting value is the actual labor cost
placed against the operation. The sum of all labor costs on every operation equals the final actual
labor cost on the job.

You can also define the job department for each shop employee. Job departments link shop
employees and resource groups together for display on specific reports.

You enter shop employees through the Employee Maintenance program. If your company uses the
Payroll module, however, you typically set up your shop employees in the Payroll Employee
Maintenance program. In this program, you can then indicate that this individual is a shop employee,
and a duplicate record is automatically generated in Employee Maintenance.

For security reasons, the Payroll and Job Management modules use separate employee files. Use
this design feature to set up miscellaneous or contract employees for use in labor reporting without
affecting any Payroll information.

Creating New Employees

1. From the main menu, navigate to Production Management > Job Management > Setup >
Employee.

2. Select New to add a new employee.

3. In the Employee ID, enter an identifier for the employee. This value uniquely identifies the
record on various reports.

4. Optionally, select the Person / Contact identifier for this employee record if one exists. If one
does not exist, the application uses the values in the employee information fields to
automatically create a person/contact record.

5. Enter employee information such as Name, Address, Phone, and Email.

6. In the Status field, verify the employee is an Active employee.

96 February, 2024
7. You next define what areas of Data Collection this employee can access. If this employee
works with material quantities, select the Material Handle check box. If this employee
supervises the shop floor, select the Shop Supervisor check box. If this employee ships out
parts and receives materials, select the Shipping/Receiving check box.

If you have an individual who needs to be defined on multiple records, like a shop
employee who is also a buyer, you can define this person in Person/Contact
Maintenance first and then link this person record to other records throughout
the application.

8. If you want name, address, phone, and email changes made to this employee record to
automatically update the linked person record in Person/Contact Maintenance, select the
Sync Name, Sync Address, Sync Phone, and/or Sync Email check boxes.

9. Select Save.

97 February, 2024
Adding Production Information
1. Expand the Production card.

2. Select the Shift during which this employee normally works. You create shift records in Shift
Maintenance. For more information, review the Shift Maintenance topics within application
help.

3. From the Department drop-down list, select the job department.

4. Optionally, select the User Name of this employee. Only the identifiers for current users within
the company display on this drop-down list. Use this identifier to link the employee to specific
security and language settings. The feature can define a many to one relationship that
includes several employees.

5. Optionally you can select a Resource Group for this employee. If a resource group is defined
it will be used as the default in Time Entry, Expense Entry and the Work Queue. For example
when an employee opens the Work Queue they will immediately see the jobs available for the
given resource group.

6. When the employee record is complete, select Save

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Handheld / Data Collection Menu Security Access
In Handheld/Data Collection Menu Security Maintenance, you configure security settings for Data
Collection and Handheld menus within your Kinetic application. You can select apps and make them
available to employee roles within your company. You can also select to hide menus and menu
items for all employees in your company, or reset all Handheld/Data Collection menu security
settings to defaults.

To access this app, an employee must have Security Manager rights.

You can select employee roles and package control permissions for employees in Employee
Maintenance. In Handheld /Data Collection Menu Security Maintenance, you define which
employee roles have access to menu items, and which employee roles and package control
permissions have access to handheld package control menu items.

For example, you select an employee role and/or package control for a menu item. Then all
employees that have the employee role and/or package control check box selected in Employee
Maintenance have access to this menu item.

To determine which employees have access to a Data Collection package control menu item, or a
non package control Handheld menu item, the following rules apply:

l If there are employee roles selected for a menu item, employees must have at least one of the
selected employee roles to access the menu item.
l If there are no employee roles selected for a menu item, no employees have access to it.
To determine which employees have access to a handheld package control menu item, the following
rules apply:

l If there are both employee roles AND package control roles selected for a menu item,
employees must have at least one of the selected employee roles AND at least one of the
selected package control roles to access the menu item.
l If there are no employee roles selected for a menu item, Kinetic ignores employee roles when
determining access to that menu item. Employees that have at least one of the selected
package control roles have access to the menu item.
l If there are no package control roles selected for a menu item, Kinetic ignores package control
roles when determining access to that menu item.
l If there are no employee roles AND no package control roles selected for a menu item, no
employees have access to the menu item.

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Assigning Data Collection Security Privileges
1. From the main menu, go to System Setup > Security Maintenance > Data Collection Menu
Security Maintenance.

2. In the Nav Tree, expand the Handheld or Data Collection menu to set security options.

3. Select the menu item for which you want to set security access options.

You cannot set security access for the whole menu. You can only select to hide
the menu.

4. In the Employee Roles group box, select the employee roles that should have access to the
selected menu item.

5. In the Advanced Package Control group box, select the package control security roles that
need access to the selected menu item.

The Advanced Package Control group box is only available for handheld
Package Control apps. They are not available for Data Collection package
control apps, or non package control Handheld apps.

6. Select Save.

7. If you want to hide the menu or menu item from users, select the Hidden check box.

100 February, 2024

 8. If you need to reset access privileges to defaults, select the Reset icon .

Adding Epicor Mobile Warehouse to the Nav Tree

You can also add the Epicor Mobile Warehouse node to the app's Navigation Tree.

Epicor Mobile Warehouse is the new generation handheld application that offers a modern and
intuitive user interface for warehouse and distribution functions. It provides workflow optimization for
fast and accurate scanning, which reduces time to process transactions, increases accuracy, and
reduces errors. You can download Epicor Mobile Warehouse from the Google Store to run on the
latest Android devices. It’s fully integrated to Kinetic.

To add Epicor Mobile Warehouse to the app, you must access the Epicor Services and locate the
Data Collection Menu Service. Next, from the methods, select the Import MES Menu Data
(ImportMESMenuData) method, and define the parameters before you run it. You can run it using
different API platforms such as Swagger or Postman. Both are publicly available.

METHOD: ImportMESMenuData

Import MESMenu data received in a MESMenuTableset, and add it into

MESMenu and MESMenuSecurity tables mesMenuTS: Dataset with MESMenu and
MESMenuSecurity records to be added into the DB.

mesMenuTS: Dataset with MESMenu and MESMenuSecurity records to be added into the DB.

fullMenuList: Indicates the type of process to run: if True, then a full dataset process.
This includes deleting exsiting seed data. If False, then an incremental partial dataset pro-
cess.
There is no elements deletion in this case.

recreateFromSeedData: Indicates if a recreation of the Menus based on the current seed data
is
required before the data processing. If True, then dataset is optional.

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Role-Based Layouts in Data Collection
Data Collection provides a way for administrators to set unique layouts for users depending on their
role: Service Technician, Material Handler, Shop Supervisor, Shipping/Receiving, or Production
Worker. With role-based layouts, supervisors can see different Kinetic apps than their direct reports,
while production workers can only see job-related content.

A shop employee has access to certain apps depending on their role defined in the Employee
Maintenance app. Expand the sections below to learn about each of the apps set.

Production Apps
Use the Production page to control all aspects of production on the current job(s).

The employee must have the Production Worker permission enabled in the Employee
> Detail card in Employee Maintenance.

You can launch the following apps from the Production page:

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 App Description
Report Quantity Report a production quantity is complete against a specific operation and
then request that the pallet/skid be moved to the next operation. You can
report the quantity without ending the current labour transaction.

If you have the Override Job Number check box selected on your user
record in Employee Maintenance, you can do this without having to clock
out of the operation. However, if you do not have these rights, you can still
do this without having to end the activity.

Non-Conformance Add or update non-conformant materials that occur during pro-

duction. Non-conformant materials are items that are defective or
require inspection in some way.
Get Request Request materials for use during an operation. Use this window to
put in requests so the materials you need arrive on time.
Move WIP Request Move a Work in Process (WIP) request from one physical location to
another physical location.
Move Mtl Request Enter a movement request for materials. Use it to move material
requests from one physical location to another physical location.
Move Inventory Enter a movement request for inventory. You can move a part quant-
Request ity request to another job or warehouse.
Return Return an assembly or a material request from a WIP job to stock.
Assembly/Material
Request
Return Mis- Return a part quantity request from one warehouse to another ware-
cellaneous Request house.
Return Salvage Send a salvaged part request from a job to stock.
Request
UOM Split/Merge Split an inventory quantity expressed in a specific unit of measure
into one or more alternate unit of measure quantities, or to merge
inventory quantities expressed in several alternate units of measure
into a single unit of measure quantity. It can only be used for parts for
which the Track Multiple UOMs check box is selected in Part Main-
tenance.

Material Apps
Use the Material page to handle the materials you need. You can process requests, issue materials
to jobs, adjust inventory, perform physical counts, and so on.

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 The employee must have the Material Handler permission enabled in the Employee >
Detail card in Employee Maintenance.

App Description
Mfg Receipts Receive manufactured parts into inventory.
Serial Tracker Display information about serial-tracked part records.
UOM Split an inventory quantity expressed in a specific unit of measure into
Split/Merge one or more alternate unit of measure quantities, or merge inventory
quantities expressed in several alternate units of measure into a single
unit of measure quantity. It can only be used for parts for which the Track
Multiple UOMs check box is selected in Part Maintenance.
Issue Material Issue material from inventory to a job.
Issue I issue an assembly from inventory to a specific job.
Assembly
Issue Misc Enter a miscellaneous issue of parts from inventory.
Mass Issue Issue all planned materials to a job, instead of issuing them one by one.
Return Mater- Record part quantities that have been returned.
ial
Return Record assemblies that have been returned.
Assembly
Return Misc Record miscellaneous issues that have been returned.
Trans Log Review transaction activity for parts and quantities.

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 App Description
Move WIP Move a Work In Process (WIP) part from one job operation to another. It
updates the PartWIP table, and if the job contains a serial tracked part,
the application updates the serial number and serial tracing tables to
reflect the newly assigned operation.
Move Material Move a raw material issued to a job to another location.
Adjust WIP Adjust the physical location or quantity of a Work In Process (WIP) part.
You only run this program when a WIP part is recorded in the application
in one physical location, but is actually in another physical location.
Adjust Material Use this program to adjust the physical location or quantity of a material.
You can only run this program when a material is recorded in the applic-
ation in one physical location, but is actually in another physical location.
Non-Con- Add or update non-conforming materials that occur during job production.
formance Non-conforming materials are items that are defective or require inspec-
tion in some way.
Move Invent- Transfer inventory quantities within the same site. These transactions
ory track the movement of parts from one warehouse/bin to another ware-
house/bin.
Adjust Invent- Adjust each part’s quantity on hand values within your inventory.
ory
Count Entry Enter physical inventory tag counts.
Unpick Sales Unpick materials for a specified order, line, release and part number, and
Order then return them to a specified warehouse and bin.
Process by ID Process a specified Queue ID in the Material Request Queue.

Package Control Apps

The following programs are available on the Package Control page:

The apps on this card are only available if the Advanced Material Management (AMM)
module is licensed and installed on your system.

App Description
Job Receipt to Inventory by Transfer items from a WIP status into inventory by PCID.
PCID
Package Control ID Tracker Track the movements of a Package Control ID.

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 App Description
Partial PCID Generate a PCID for a container that is only partially com-
plete.

The employee must have the Material Handler permission enabled in the Employee >
Detail card in Employee Maintenance.

Shipping/Receiving Apps
The Shipping/Receiving page gives you control over all areas of the shipping and receiving process.
Use these controls to record the materials you have received and the parts you have shipped out.

The programs on this card are only available if the Advanced Material Management
(AMM) module is licensed and installed on your system. Shop employees can also only
access these programs if they have the Shipping/Receiving check box selected within
Shop Employee Maintenance.

App Description
Receipt Entry Enter receipts from all inventory materials, non-inventory materials, and
subcontract parts.
Salvage Report receipts of salvaged materials from a job. Salvaged materials are
Material entered as inventory receipt transactions. They also reduce the material
Receipt cost against specific jobs.
Job Receipt Enter the receipt of manufactured parts to another job.
Transfer Record an inter-site transfer shipment. This program satisfies inter-site
Order Ship- demand.
ment
Transfer Enter a receipt for a transfer order.
Order
Receipt
Transfer Review current information about a transfer shipment.
Order
Tracker
Customer Process customer shipments. You can either relieve inventory or ship dir-
Shipment ectly from a job.

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 App Description
Bill of Lading Enter and update bills of lading. These items are shipping documents that
carriers use to identify cargo. Create these from existing packing slips, or
create them manually.
CustShpmnt Review current information about a customer shipment – including the
Tracker parts and quantities that were shipped.
Misc Ship- Enter packing slips for non-billable material. You can also use this program
ment to enter and print packing slips to return discrepant parts to a supplier.
MiscShpmnt Review current information about a miscellaneous shipment – including
Tracker what items were shipped.
RMA Pro- Control and track customer returns. Enter information about the return and
cessing then communicate this information to the different groups that may need to
take action — such as inspection, billing, and order processing.
Subcontract Process shipments to subcontract suppliers for parts with operations pro-
Shipment cessed outside your company.
Serial Display information about serial-tracked part records. You can review each
Tracker part’s serial tracker status, location, and part transactions.
RMA Dis- Dispose and complete RMA receipts from inspection.
position
Stage Ship Confirm shipments of stage pack IDs or master packs. You can filter these
Confirm staged pack IDs by stage number, shipping status, shipment type, and
ship via method.
Master Pack Combine separate pack IDs into one master pack group to ship as one
Shipment shipment. This pack is restricted to only shipments of the same type.

Service Apps
Use the Service apps to track preventative maintenance tasks performed on equipment used or
installed in a manufacturing or distribution facility. This can include internal capital equipment, tools,
gauges and fixtures such as air conditioning units, forklifts, shelving, and shop floor tools.

107 February, 2024

 The apps are accessible for a shop employee who has the Service Technician check
box selected in Shop Employee Maintenance.

App Description
Request Entry Request the maintenance be performed on a piece of capital equipment.
Request Disposition maintenance job requests previously entered into Main-
Queue tenance Request Entry.
Maintenance Use this app for direct entry of maintenance jobs used to initiate and track
Job Entry the progress of preventative maintenance performed on a piece of equip-
ment.
Meter Read- Record the meter data for a specific piece of equipment. You can enter
ing meter data for a piece of equipment regardless of whether it is attached to
a preventative maintenance plan with configured meter data. You can
view meter reading information as needed in the Equipment Tracker.
Request Review maintenance job request information entered into Maintenance
Tracker Request Entry.
Maintenance Track maintenance jobs used to initiate and track the progress of pre-
Job Tracker ventative maintenance performed on a piece of equipment.
Equipment Review master records for equipment installed and used in a man-
Tracker ufacturing or distribution facility.

Supervisor Apps
Review job progress within your manufacturing center.

The apps are accessible for a shop employee who has the Shop Supervisor check box
checked in Shop Employee Maintenance. However, AMM licenses are not necessary

108 February, 2024

 for this tab to work.

App Description
Project Tracker Review current projects.
Inspection Pro- Inspect the non-conformance entries made for defective assemblies
cessing and materials. You can also use this tool to inspect purchase order
receipts and customer returns.
PCID Generator Generate PCIDs and print PCID barcode labels. When you generate a
group of PCIDs and print labels, you can later use them in other areas
to load inventory. When you generate PCIDs, you can determine the
number of PCIDs, the package control type, the package control ID
code, package code and part. You can also enter the number of PCID
labels to print, and the printer from which you want to print a label.
Shop Tracker Review current shop activity. You can see information on resources,
labor activity, and shop warnings.
Error Log An alert error occurs when the application cannot send a global alert
(an automatic email notification) to a specific recipient. When such an
error occurs, an entry displays in this log.
Build/Split/Merge Build, split or merge PCIDs. You can build PCIDs that contain parts, or
parent PCIDs that contain child PCIDs, merge two or more PCIDs into
a single PCID, nest PCIDs into another PCID or split parts from a
PCID and add them to another PCID. You can also return parts in a
PCID to inventory.

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App Description
PO Tracker Review the current information about a purchase order. This includes
information like purchase order status, supplier name and address,
and order lines.
Receipt Tracker Review current information about a purchase order receipt. This
includes information like the purchase order number, the received
lines, and the landed costs.
Lot Tracker Display information about lot-tracked part records. Use this tool to
review lot numbers, on-hand quantities, and lot transactions.
Serial Tracker Display information about serial-tracked part records. You can review
each part’s serial tracker status, location, and part transactions.
Customer Ship- Review current information about a customer shipment – including the
ment Tracker parts and quantities that were shipped.
Misc Shipment Review current information about a miscellaneous shipment – includ-
Tracker ing what specific items were shipped.
Order Tracker Review current information about a sales order. You can review each
sales order’s lines and commissions.
DMR Processing Process job material, job assemblies, inventory, customer returns, or
purchase order receipts that fail inspection.
Corrective Action Specify what actions to take on non-conforming items. These items
are specified in non-conformance entries in Nonconformance.

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Enabling Shop Warnings
Shop warnings displays in various locations throughout Kinetic. You get the warnings when certain
conditions exist or certain events occur. They help keep supervisors informed of a job status or the
performance of an employee.

For example, Fred O'Meara, David Lewis, and Jean Duvall are all department managers. You want
to notify them automatically when events occur on jobs run in their departments. You create an alert
group for department managers and assign appropriate shop warnings and global alerts to the
group. When an event occurs on this job that triggers a shop warning or a global alert, the application
automatically sends an email out to everybody on the job's People list that are assigned to alert
groups that use the global alert or shop warning.

You cannot add or delete your own shop warning messages. Instead, you can use the
predefined warnings that inform you of a variety of critical events.

The warnings only display if activate this feature in the 'Company Configuration' app.

To enable a shop warning:

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1. Open Shop Warning app.

The Landing page displays. The page displays all the existing shop warning records.

2. To a shop warning, select a code link inside the grid.

The Detail card displays.

3. Next, update the report options by selecting the check boxes, if this warning should be
reported in 'Data Collection', 'Labor Edit List', 'Labor Entry' or 'Shop Tracker'.

4. Use the Variance Alert group box to set the percentage that triggers the warning.

For example, you enter '5' as the variance percentage for the 'Operation Over Quantity'
warning message. One hundred (100) is the planned operation quantity for operation '10' on a
certain job. An employee enters labor toward this operation, and enters a completed quantity
of '103' pieces. The operation is over quantity, but the discrepancy is less than '5' percent of
the planned quantity. The warning will not be reported. Another employee enters a completed
quantity of '107' pieces. The operation is over quantity and the discrepancy is greater than '5'
percent of planned. As a result, Kinetic triggers the warning.

5. Select the Send Alert check box to send an e-mail to appropriate personnel when the
condition that causes the warning occurs.

This option is only available for warnings that might be related to specific jobs.

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6. Select Save.

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Clocking In for the Day
At the beginning of each day, an employee must clock in to report indirect or direct time.

Launch Data Collection. It is usually an icon on your desktop.

Adding the Data Collection Icon to your Desktop

1. On your desktop, make a copy of your Kinetic icon and rename it to Data Collection (or
something similar).
2. Right-click this icon and select Properties. The Data Collection Properties window displays.
3. Add /Mode=MES to the argument in the Target field.

Make sure you add space before /Mode=MES.

For example:

C:\Epicor\ERP10\EUQA15\Client\Epicor.exe /config=EUQA15.sysconfig /skip /Mode=MES

Launching Data Collection in a Browser

You can also launch the web version of Data Collection.

In the browser, enter your Data Collection URL: <AppServer>/apps/erp/home/#/home?mode=mes.

For example: https://euvmguest.playground.local/ERPCurrent/apps/erp/home/#/home?mode=mes

On the Data Collection home page, select . Enter the Employee ID and press Tab to
accept the default shift.

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Your picture, name, current shift, clock-in date, and time details display in the upper left corner of the
home page.

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Clocking Out for the Day
You may clock out of the app whenever management wants you be off the clock while away from
work. For example, if the you are leaving the building for any reason, or at the end of a shift.

Selecting the button will close the current labor transaction as well as log you out of the
Data Collection terminal.

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Reviewing the Work Queue in Data Collection
The work queue contains a listing of all operations a specific selected resource group. This queue
informs you what operations you need to perform and in what order according to the schedule.

The work queue let's you to:

l Quickly identify active work and clock into multiple jobs.

l Start production activity for multiple job operations.
l Select multiple job operations and end activity on them simultaneously.
To view all open jobs for your resource group, select the Work Queue button.

If you are a member of a Resource Group, the current, available, and expected work
reflect all the work scheduled to that Resource Group. If working outside of your
normally assigned Resource Group, select the Search option from the Overflow menu
and pull in the Jobs assigned to that Group. When searching, you can filter by
Department to narrow down the search results.

When you are in your work queue, you can choose the job operations you want to focus on:

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 l Active - In-process job operations in the specified resource group which you are logged into.
l Current - Job operations in the specified resource group whose previous operation has been
completed.
l Available - Job operations in the specified resource group whose previous operation has not
been completed but the quantity is reported.
l Expected - All other future job operations.
Notice that all the job numbers in your work queue are links so you can tap on them to view more
details about the jobs.

This brings up the Job Details page. View job details for the selected job operation and enter
required comments.

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If there are any documents related to this job, the Documents button will display any documentation
attached to the job. These files need to be on a central access area and the viewer program must be
installed on your Data Collection terminal. Select Download to download the documents.

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To deliver the right parts to the proper resource for the selected job operation, use the Get Request
button, located next to the Documents button.

You can request either raw materials or WIP product to the pick queue.

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You can then process these requests in the Material Queue. Once the application processes the
request, it then creates a material transaction that can change the cost, quantity, and/or location of
this material.

Now, let's suppose you want to start production for multiple job operations. Select the Queue button,
and filter the grid to display the Current work queue. Then place a check mark in the Selected
column for each job that is expected to be started on this shift or in the amount of time being planned.

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Tap on the Start Activity button to move the selected jobs to the Active work.

To report job completion, select the Active button and place a check mark in the Selected and
Complete columns for the job that is complete.

Review and change, if necessary, the quantity in the Labor Quantity, Scrap Quantity, Scrap
Reason, Non-Conformance Quantity, and Non-Conformance Reason columns.

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 The app marks the operation complete if the reported Labor Quantity is equal to, or
greater than the amount required for the Job. If the reported amount is less than what is
required, the operation won’t be marked complete.

Select the End Activity button.

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Starting and Ending Activity in Data Collection
To work on any type of activity (production, setup, rework or indirect), you need to start it. When the
job is complete or your shift is over, end the activity.

You should always log out after starting or ending activity to leave the sheet blank for
the next worker.

Starting/Ending a Production Activity

Start a direct labor activity or production on a job. This is labor that is manufacturing part quantities
on a job.

1. Select Start Production in the Data CollectionMenu card.

2. Based on your Job Traveler, in the Job field, enter the job number on which you are going to
work and press Tab.

3. In the Operation field, select the operation on which you are going to work – the Resource ID
will get brought in automatically from the Job. You can still change the resource if you need.

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On this page, you can drill down to job details, override resource groups, and view attached
documents. Use the following options:

Select the More Info button to access the Job Details screen and view job operation
information.

On the Job Details screen, you can view the following job details:

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l Job - Shows the main job info, such as job start date, due date, final part, etc.

l Assembly - Displays the Job Assembly details, including part, production quantity, start
date, due date, etc.

Assemblies determine the correct operation hierarchy to schedule a job. Each part has
one or multiple assemblies. A parent assembly is any assembly made up of child
subassemblies. If a part has no subassemblies, you only need one parent assembly for
the produced end part quantity. In contrast, a part with a complex method can have
several parent assemblies.

126 February, 2024

l Operation - Procedures that shop employees perform when working on a job.

l Crew Size Details - The size of production and setup crews planned for the associated
job operation.

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The Crew Size is used for calculating labor estimates. This value defines the average
number of shop employees at this resource group who work on this resource at the
same time. You define two values for each resource group; one for Setup and the other
for Production. The Setup Crew Size defines the number of people it physically takes to
prepare for work at the resource/resource group. The Production Crew Size defines the
number of people it physically takes to manufacture part quantities at the resource.

The application uses this value as a multiplier to calculate the estimated labor cost for
each operation. Do not, however, confuse crew size with resources per operation. The
crew size value is a factor that increases your planned labor cost, as more people work
on the job.

You define the Crew Size modifier on resources and resource groups; however, you can
also override this default value by entering different Crew Sizes on job, quote, and part
methods. Use this to define estimated labor costs on a specific job record, quote, and/or
method of manufacturing.

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 l Job/Assembly/Operation Comments

Overrides
Select the Overrides button to change a resource or operation from the default ones, if
required.

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Documents
If there are any documents related to this job operation, the Documents button will display any
documentation attached to the job. These files need to be on a central access area and the
viewer program must installed on your Data Collectionterminal.

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4. The job you selected for production will move from Current Work to Active Work. You can see
all your active activities on the Queue card. The Labor type for production activities is set to P.

5. In case you need a material for your job, select the Move Mtl Request icon in the Production >
Apps card.

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 In the Move Material Request program, enter the job number and select the required material
from the Mtl drop-down. Once you change direction to In, enter the required quantity of that
material. Review and change the From and To Warehouse if you need. This sends a request
to the Material Handler Queue. Repeat for all materials needed for that job. Close the
Material Request window.

6. When the job is complete, select in the Data Collection Menu card.

This brings up the End Labor Activity panel. In the Current field, enter the quantity you have
produced since you started the operation.

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 If you enter the exact quantity that the job requires you to produce, then the
Complete check box will auto-select.

7. You may also at this point define any scrap or non-conformance quantities. Scrap means you
do not care about what happens to the product that you’re throwing away. Non-Conformance
means you do care: this quantity goes to inspection processing in the Quality module.

8. Enter the amount of scrap in the Scrap Qty field.

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 9. If you entered the scrap quantity, search for and select a reason using the Reason field.

10. Enter the amount of non-conformance pieces if any in the Non-Conform Qty field.

11. If you entered the non-conformance quantity, search for and select a reason using the Reason
field.

12. The Scrap and Non-Conformance group boxes include the Attribute Set field where you can
search for an select an attribute set.

To learn more about attribute sets, review the Understanding Attribute Sets
article.

13. If the non-conformance quantity you reported belong to a PCID, search for and select the
PCID using the Non-Conformance PCID field.

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 You can also generate a new PCID at the time of reporting the produced quantity
using the Generate PCID button located in the Non-Conformance group box.

14. Learn the Next Assembly, Next Operation, and Note group boxes.

l Next Assembly - Shows the number of the job assembly you have to manufacture once
this assembly is completed. For example, your job may hold multi-assembly. Let's say,
'0' and '1'. When you end activity for the last operation on assembly '0', then the 'Next
Assembly' field would displays '1', as this is the assembly to still need to complete. It all
depends how you set u your job.

The job in this example is a single assembly job.

l Next Operation - Displays the next operation sequence. Let's say you completed
operation '10' so operation '20' would display.

l Note - Enter a note, if any.

15. Selecting the Print Tags button will allow you to print box labels for the product made.

16. Only select the Complete check box if you are done with that operation and ready to move to
the next one. The Request Move check box will send a request to the Material Handler to
come pick up the product made.

17. You are now clocked out of that job, but still clocked into the system. Either start another
activity or select the Clock Out button.

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Starting/Ending a Setup Activity
Not all jobs have set-up time defined, but if yours does, you start the setup activity. Setup may be
required based upon the operation being performed. For example, you need to cut the material with
a CNC machine. The tool used to do the cutting needs to be attached onto the machine. Start setup
captures this for reporting purposes.

1. In the Data Collection Menu card, select Start Setup.

2. Based on your Job Traveler report, in the Job field, enter the job number on which you are
going to work and press Tab.

3. In the Assembly field, select the assembly on which you are going to work. If your job does not
have any subassemblies, you can skip this field.

4. In the Operation field, select the operation on which you are going to work – the Resource ID
will get brought in automatically from the Job. You can still change the resource if you need.

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5. The job you selected for setup will move from Current Work to Active Work. You can see all
your active work in the Queue card. The Labor type for setup activities is set to S.

6. When you are done with this setup activity, select your activity from the queue list, and then

select back on the Data Collection Menu card. Also ensure that you
have selected the correct line item. It is possible for a single employee to be logged into more
than one activity at the same time.

7. In the Setup % Complete field, enter 100 and select OK.

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 You can also enter the 'Scrap' and 'Non-Conformance' qty if required. This is the
same for Ending Production on a job.

Starting/Ending a Rework Activity

You perform rework activities when items have been sent back to production due to a correctable
defect and need to be re-worked. For example, a part fails inspection due to an incorrect dimension
cut measurement.

Rework is similar to the standard 'Start and End Activity' processing. The only
difference is that you are reworking a job that failed to produce items in line with your
production standards and the items needs to be reworked.

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1. In the Data Collection Menu card, select Start Rework.

2. Select the Rework activity.

3. To recover the part's value, select a job and operation that need rework.

4. You are now working on the rework activity. You can see it in your active queue. The Labor
type for setup activities is set to P (Production).

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 5. When the rework is complete or the shift is over, select your activity from the queue list, and

then select the in the Data Collection Menu card. This brings up the
End Labor Activity window. The process of ending the Rework activity is identical to ending
the Production Activity.

Starting/Ending an Indirect Activity

If you need to start an activity which is not directly associated with production, like maintenance or
cleaning, start an indirect activity.

1. In the Data Collection Menu card, select Start Indirect.

2. Select the Indirect Code and Resource Group ID.

3. Select OK.
You are now working on the indirect activity. You can see it in your active queue. All indirect
activities have I for Labor Type.

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4. When the job is complete or the shift is over, select your activity from the queue list, and then

select the in the Data Collection Menu card. This brings up the End
Labor Activity window.

Note that the Indirect Activity has no quantities or set-up % involved – you are just
tracking time spent working on something in the plant.

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Select OK to end the activity.

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Reporting Quantity in Data Collection
The Report Quantity app lets you report that a production quantity is complete against a specific
operation without having to end an activity. It also lets you request to move the skid or pallet on to the
next operation.

If you select the 'Override Job Number' check box on your user record in the 'Employee' app, you can
do this without having to clock out of the operation. However, if you do not have these rights, you can
still do this without having to end the activity.

1. Open the Data Collection app.

2. On the Queue card, highlight a job record line inside the grid.

3. Select Report Quantity on the Data Collection Menu card.

The Report Quantity panel opens.

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 You can report quantity without having to end an activity.

4. From the Operation drop-down, select the job operation that you're reporting the quantity
against.

5. Enter the quantity that you are reporting in the Current Quantity field.

6. If you have your current quantity entered, the Print Tags button displays, and you can
generate tags for the material transaction.

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7. Select the Request Move check box to generate a request to move of the completed quantity
to the correct warehouse and warehouse bin.

The generated transaction displays in the 'Material Request Queue' app.

8. If the job operation for which you report quantity is set to Serial Number Required For This
Operation or the reported job part is a serial tracked part, you select the Serial Numbers
button to search for and select a serial number.

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 9. You can also generate a new PCID or search for an existing one if the reported quantity belong
to one.

10. If the material you are reporting is a lot tracked item, you select an existing lot or have Kinetic
to assign one using the Next Lot button.

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11. Select OK inside the Report Quantity panel.

147 February, 2024

Reporting Downtime in Data Collection
In Data Collection, you can report downtime against a job. You use downtime when the resource is in
production and something interrupts that production, and the resource is down requiring immediate
attention. Or, for example there is electricity outage or you are waiting for materials. This is different
from indirect codes you use to track non-production time for a variety of reasons. When you report
downtime, you must select the downtime code that outlines the nature of the issue. You set up these
codes in Indirect Labor Code Maintenance and mark them as Downtime.

Example

You start production activity on job, but the machine runs out of material and you are waiting for
material to continue. Instead of clocking out of the job, you report downtime by selecting an
appropriate indirect code. When you select the Downtime button, it suspends time to any job(s) you
are currently clocked into and starts accruing time to the selected downtime code. When whatever
condition that caused the downtime is resolved, you end downtime, and time again starts to accrue
to the job(s).

You can also report downtime through Time and Expense Entry, but you must do any
job time adjustments for downtime manually.

Setting Up Downtime Codes

In Indirect Labor Code Maintenance, enter the PD - Power Down code, and select the Downtime
check box.

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For more information, refer to the Adding Indirect Labor Codes article.

Entering Downtime
Let's now enter downtime for one of the existing jobs. As you will see, to execute Downtime is very
simple. You start by logging in Data Collection and starting an activity. You then select the Downtime
button on the Data Collection Menu to report the downtime.

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From the Downtime drop-down, select Power Down. Add a note, for example, No electricity,
unable to work.

Once the power is restored, select the End Downtime button. This was a short downtime, and you
are now back to production. Once the job is over or your shift is over, you can End Activity and Clock
Out.

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Entering Time
Enter employee hours for indirect labor, production labor, or project labor and submit those hours for
approval.

Entering Time
You can enter time on a daily or weekly basis. After time transactions are entered, you can view,
modify, recall, and copy them. You can also monitor the status of entered transactions and enter
comments for approvers.

1. Open the Time Entry app.

2. To find and select the employee for whom you want to enter expenses, select Employee.

The Employee landing page displays.

In this example, we are signed in as Cherles L. Johnson, but want to change it to

a different employee.

3. Inside the grid, select an employee you want to enter time for by selecting the ID link located in
each grid line.

You can now report time based on your selected employee. In this example, we selected Cory
V Snyder.

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4. Scroll down to locate the Time Details card and select New Time Detail.

5. In the Nav tree, select the Time Detail node.

The Detail card displays.

6. From the Labor Type drop-down list, select the type of labor performed. The labor type
determines which fields are available for entry in the card, and default values populate some of
the fields.

7. In the Clock In/Clock Out group box, define the time the employee performed the labor.

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 When you select the 'Clock' icon in the 'Clock In' and 'Clock Out' fields, Kinetic displays the
'Time' box, where you can select the time you clocked in or clocked out.

To select your time, scroll up and down in the 'Hour', 'Minute', and 'AM/PM' columns. Once you
are happy with your time selection, select Set inside the 'Time Box'.

Based on your time selection, the 'Labor' and 'Burden Hours' fields display a time value.

In this example, we selected the 'Clock In' time of '4:00 PM' and 'Clock Out' time of '8:30 PM'.
Therefore, the fields show '4' hours.

8. Select one of the existing expense codes for the labor performed.

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 9. In the Location section, complete the fields as needed to define the default resource group,
department information, and resource for this time transaction.

The fields located in the 'Location' group box activate depending on the value you select in the
'Labor Type' field. I this example, we selected 'Production' and are reporting labor again a job.

The values will default if you select the 'Operation' sequence. This is if you are
reporting time against a job operation (Production).

The 'Operation' field identifies the sequence of the operation record within the
specific Job/Assembly to which this labor transaction applies. For setup and
production entries, this must be valid and must not be a subcontract operation.

10. Enter the total reported production quantity using the Labor Qty field.

Users can enter quantity in this field except for the last operation of a job with co-parts.

You can also enter the 'Scrap' and 'Non-Conformance' quantity. The 'Scrap' quantity is the
quantity you dispose of during production. The 'Non-Conformance' is the discrepant quantity

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 that you decide to report because there is something wrong with the produced products. Non-
Conformance quantity will need to go through inspection to determine whether the quantity
can be scrapped, reworked, or can be accepted as is.

11. Select the Downtime button to report downtime against a job, with a reason why production
stopped, for example: electricity outage, waiting for materials, and so on.

Downtime is used when the resource is in production and something interrupts that production
and the resource is down requiring immediate attention. This is different from indirect codes
which are used to track non-production time for a variety of reasons.

For example, you start production activity on job '1111' but the machine runs out
of material and you are waiting for material to continue. Instead of clocking out of
the job, you report downtime by selecting an appropriate indirect code. When the
downtime button is selected in MES the program suspends time to any job(s) the
employee is currently clocked into and starts accruing time to the selected
downtime code. When whatever condition that caused the downtime is resolved
the employee ends downtime and time again will start to accrue to the job(s).

12. Select other fields as necessary.

l Project ID - The project you are reporting time against.

l Project Phase - The project phase belonging to the project you are reporting the time
against.

l Expense Code - The expense code associated with the labor transaction.

l Capability - Specifies a capability. A capability is a skill or ability that a resource can

possess. For example, a machine resource can have a Shear capability or a human
resource can have an Engineer capability. Other typical capabilities include Turn, Set,
Paint, Drill, and so on. Capabilities support the concept of manufacturing cells,
collections of resources that act as independent production units within your
manufacturing center. When you link resources together through a capability, the
scheduling engine can schedule operations using these different cells.

l Setup % Complete - Percentage of the completed operation setup.

l User Rate - The labor rate that overrides the system defined labor rate.

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 l Payroll - The payroll hours of the employee that is reporting the time.

l Call - The service call associated with the service record.

l Rework Reason - The reason code used to describe the rework reason. This code links
the transaction to the reason master record.

l Scrap Reason - The reason code used to describe the scrap quantity reason. This code
indicates why the scrap occurred for analysis purposes.

l Discrepant Reason - The reason code used to describe the discrepant quantity reason.
This code indicates the reason for the non-conformance.

l Attribute Set - Attribute sets allow you to you to use different dimensions (attribute sets)
for the same part and then reuse those attribute sets depending on the dimension you
want to quote, order, purchase, manufacture, ship, receive, transfer, quantity adjust,
and so on.

To learn about attribute sets, review the Understanding Attribute Sets article.

Select Save.

The transaction is saved with a status of until you submit it for approval. You can change
the time entry until you submit it.

Use the Co-Parts card to enter labor against a job producing multiple parts. Available if the
Advanced Production module is installed, use the grid on this card to enter the quantities produced
for the various parts manufactured on the current job.

You can enter Co-Parts (multiple parts) manufactured through the current job. For example, a
manufacturer makes upholstered office chairs. They manufacture several different sized chair backs
which use the same fabric. In this scenario, you can enter a single job that creates two different parts
on one job operation (stamping the material into two different sizes).

For more information about co-parts, review the Entering Co-Parts in Job Entry article.

Use the Labor Equipment card to enter meter readings for equipment when entering time for a job
associated with the equipment.

This card is available when a resource is associated with the equipment used for the job, and the
equipment requires the tracking of meter readings for maintenance.

After you enter time against a job in the Daily Time > Details card, you can use the Labor Equipment
card and enter meter readings for the equipment. Default values may populate the fields depending
on the setup of the equipment in Equipment Maintenance.

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Submitting Time
After you enter and save a time transaction, you submit it for approval. If a previously submitted
transaction was rejected by approvers, you can change it and re-submit it for approval.

1. If you want to submit an individual time right after you enter it, select Submit.

2. If you need to see all the time transaction you want to submit, select the Time Details node in
the Nav tree.

The Time Details card displays.

3. In the Time Details card, switch to the Multi Select Submit/Recall mode.

4. Select the time transaction you want to submit by selecting the check box on each expense
line.

This example uses an example of '2' time transactions.

5. Select Submit.

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 Transaction(s) are now submitted. The transaction is submitted for approval and the status is

set to . You can review the approval details in the Approvals card.

Recalling Time
You can recall a time transaction if you unintentionally submitted it for approval.

You can also recall a previously approved or rejected time transaction if the Capture
WIP has not been executed.

1. In the Time Details card, switch to the Multi Select Submit/Recall mode.

2. Select the time transaction you want to recall.

3. Select the Recall button.

The transaction is recalled and the status changes to .

Retrieving Time Records

By default, all transactions of all statuses display in the Time Details card. To exclude a transaction
of a specific status from displaying, use the Retrieve Options action available in the Overflow
menu.

Status filter options include the following:

l Retrieve Approved Records - retrieves transactions with a status of Approved

l Retrieve Partially Approved Records - retrieves transactions with a status of Partially
Approved
l Retrieve Entered Records - retrieves transactions with a status of Entered
l Retrieve Reject Records - retrieves transactions with a status of Rejected
l Retrieve Submitted Records - retrieves transactions with a status of Submitted
l Retrieve Records By - retrieves transactions by day, week, or month.

Calendar View
The Calendar page displays your time entries for review by 'day', 'week', or 'month'. You can also
use the Calendar to enter time.

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The date and day of the week is shown at the top of the page and the time of day displays down the
left margin, just like a desk calendar or a day timer book. Any time that has been entered, submitted,
rejected, or approved for this day will show in color-coded blocks.

1. Select the Calendar page.

2. Inside the Calendar page, review the time transaction based on a particular day, week, or
month.

3. To enter time for a particular day, double click inside the calendar on the day you want to enter
the time for.

For example, in this example we double click on date 1/13 and time 8:00 AM.

The Detail card displays. The card displays the selected clock in and clock out values. in this
case, 8:00 AM through to 8:30 AM.

159 February, 2024

To complete the transaction, you must define all the values on this card and save and submit
it.

160 February, 2024

Completing and Closing Jobs
You can complete and close jobs using the Job Completion/Closing Maintenance app. Once you
close a job, you can close it in all the financial modules.

So when do you complete and close a job? You complete a job when you finish production and
report all the quantity and labor against it. When you complete a job, it removes all the remaining
shop load and material requirements. Once you complete a job, you can proceed to close it. You
close a job when you receive all the costs against it. The accounting department typically closes the
job after auditing the financial transactions. This will prevent you from using the job in any
transactions or adjustments. Remember, you must first complete a job before you can close it. Any
job that you complete in Kinetic becomes a candidate for closing.

You can also automate the job completion and closing in Kinetic using the Auto Job Closing and
Auto Job Completion apps. In such cases, Kinetic automatically closes any jobs that fall within the
thresholds you specify on 'closing' and 'completion' codes. Any jobs that fall outside these thresholds
fail to close or complete. To learn about how to create and assign those codes, review the Creating
Closing and Completion Codes for Jobs article.

Reviewing Job Details

1. Open the Job Completion/Closing Maintenance app.

The Landing page displays.

The Details card displays

The grid on the Landing page displays what jobs have been completed and
therefore are good candidates for closing. You can select a job inside the grid by
clicking a job link located in the Job Number column. You can also search for and
select the job you need by using the Job Num field.

You can select any job, depending on whether you want to complete or close it.

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2. Using the Details card, review the job details in the Current Job Selection group box.

For example, we selected job '2039' for '110' units of part 'DCD-100-SP' that we are producing
for a sales order (Make Direct). We need to complete and close the job.

In this case, the 'Shipped Qty' field displays the value of '110' pieces and the 'Received to Job'
and 'Received to Stock' fields display '0'. This is because of the demand link the job holds.
Assume, your job holds the 'Make To Stock' demand link, since you need to make '110' pieces
for your inventory. Once you make the items and received them to stock, the 'Received to
Stock' field would display the value of '110' while the 'Received to Job' and 'Shipped Qty' fields
would display '0'.

To learn more about the demand links, review the Creating Jobs article. Inside
the article, scroll down to locate the 'Entering Demand Links' topic.

3. Use the Review Filter field to control how Kinetic displays operations and materials in the
respective cards for the current job.

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 To make sure you do not complete or close a job before it is ready, review these operation and
material listings. You must post all material, subcontract and labor costs before you close any
job. The options include:

l All - This check box indicates that the system displays all the job’s operations and
materials in the material and operation panel cards. The system sorts in order by
assembly.

l Exceptions - Only operations and materials that are not complete display in the material
and operation panel cards.

4. The WIP Cleared check box indicates the job is no longer in the work-in-progress (WIP)
calculations.

You can manually clear this check box. However, if this check box is cleared by default, you
cannot select it.

Reviewing Operations and Materials

Next, review the job's bill of operations and bill of materials.

1. Select Operations.

The Operations card displays.

You can also select the 'Operations' card using the Nav tree.

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2. On the Operations card, review the operation details.

The card displays all the operations performed during this job.

In this example, the job includes '6' operations. Notice operation '20' includes some scrap
quantity. Each operation includes the 'Estimated' and 'Actual' setup and production time
values.

Personalize Columns

The columns on the card can display 'Burden', 'Labor', and 'Subcontract' costs if you activate
the column fields in the app. To do so:

1. From the Overflow menu, select Personalize Columns.

The Personalize Columns panel opens.

164 February, 2024

2. Activate Cost related fields depending on what cost you want to displays.

165 February, 2024

 3. Finally, select the Save button inside the panel.

3. Select Materials.

The Materials card displays.

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 Again, you can also use the Nav tree to select this card.

4. On the Materials card, review the material details.

The card displays all the materials used to manufacture the final part quantity. Use this card to
review the materials used on the job.

Using this example, the job includes '1' material with the required quantity of
'2.75' pieces. The quantity has been issued to the job.

5. Next, select Parts.

The Parts card displays.

6. On the Parts card, review the assembly part manufactured on the job.

Using this example, the job is for '110' pieces of part 'DCD-100-SP'.

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7. Additionally, you can select the Print Production Detail check box if you want to print the
Production Detail report for the current job.

The report displays all assemblies and cost details. You can print this report only for a closed
job.

8. If you want to backflush the materials on the job, select the Backflush check box.

About Backflushing

Backflushing is an automatic issuing of material against a job. This check box is only available
if you select the 'Complete' check box and if the completed quantity on the job is more than
zero.

Warning messages displays before the 'Backflush' process begins. When Kinetic prompts you
if you want to run the 'Backflush' process, select 'Yes'. Kinetic also warns you if the 'Complete
Quantity' value is less than the planned production quantity. If you choose to continue with the
'Backflush' process, then Kinetic will base the material issue quantity calculations on the
'Complete Quantity'.

Once you backflush a job, all material records are considered 'Issued Complete'. You cannot
reverse this process, so make sure you are ready to run this process on the current job.

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 If you backflush by mistake, you will need to adjust all inventory and job
quantities.

Completing and Closing a Job

Finally, complete and close the job.

1. Once you are ready to end labor on the job, select the Complete check box.

You can no longer edit the operation and assembly records on the job.

If inspections are not complete on the part quantity at this time, a warning message displays.
You can either select 'Yes' and continue or select 'No' and complete this job after the part
quantity passes inspection. You cannot close a job until the quantity passes inspection.

2. If there are no remaining costs left for this job, select the Closed check box.

At this time, you can no longer edit this job using the 'Job Entry' app and you cannot post
transactions against it. When you display a closed job within the 'Job Entry' app, you can see
its status changed to 'Closed'.

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3. Select Save.

Kinetic now considers the job finished. You can no longer place transactions
against this job, and Kinetic moves the costs to your financial records. If you
complete or close a job by mistake, you can reopen it by clearing the 'Complete'
or 'Closed' check boxes. If you do this, you can then make adjustments to it using
the 'Job Entry' app.

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Running the Auto Job Completion Process
Run the Auto Job Completion Process to automatically complete jobs. Any jobs that fall within the
thresholds defined on completion codes automatically complete. The jobs that fall outside these
thresholds fail to complete. The process saves you time to complete jobs individually.

Jobs that failed to complete display in the Job Closing Exception Tracker. Use the
tracker to determine why jobs failed to complete. You can open failed jobs in Job Entry
or other related programs to correct the generated exceptions.

You create job completion codes using the Job Complete/Close Code Parameters
Maintenance and link them to product groups using Product Group Maintenance.

The Selection parameters include:

l Log - The name of the audit log file the process creates. The log file saves within the
Mfgsysdata/Reports directory on your system's application server. After the Auto Job
Complete Process completes, you can review the generated log file to see jobs that did and
didn't complete.
The log lists each job with its criteria set and status. Jobs that failed to complete display the
Material, Operation, and Subcontract threshold percentages that caused the failure. For
example:

l Job 01002045 - Criteria Set A100 - Complteted

l Job 01002051 - Criteria Set C200 - Failed Asm Seq 0 - Opr Seq 50 - Qty 57%
l Job 01002051 - Criteria Set C200 - Failed Asm Seq 0 - Mtl Seq 20 - Cost 140%
l Sites - You can limit the process to only include jobs that are linked to a specific site. If you do
not use the Site filter, the process will consider all the jobs. After you select a specific site(s),
the Sites field displays whether you filtered using site(s) (Some Selected) or you did not (None
Selected).
l Schedule - Indicates when you want to run the process. If you select something other than
Now, the Recurring check box is available.
l Recurring - Select this check box if you want the process to run on a repeating basis. This
check box is only available if you select a schedule other than Now.
To run the process:

1. Enter your log name.

2. Select your schedule.
3. Filter by site, as necessary.

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4. Depending on what schedule you select, select the Recurring check box.

5. Select Process.

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Running the Auto Job Closing Process
Run the Auto Job Closing Process to automatically close jobs. Any jobs that fall within the
thresholds defined on closing codes automatically close. The jobs that fall outside these thresholds
fail to close. The process saves you time to close jobs individually.

Jobs that failed to close display in the Job Closing Exception Tracker. Use the tracker
to determine why jobs did not close. You can open failed jobs in Job Entry or other
related programs to correct the generated exceptions.

You create job closing codes using the Job Complete/Close Code Parameters
Maintenance and link them to product groups using Product Group Maintenance.

The Selection parameters include:

l Log - The name of the audit log file the process creates. The log file saves within the
Mfgsysdata/Reports directory on your system's application server. After the Auto Job Closing
Process completes, you can review the generated log file to see jobs that did and didn't close.
The log lists each job with its criteria set and status. Jobs that failed to close display the
Material, Operation, and Subcontract threshold percentages that caused the failure. For
example:

l Job 01002045 - Criteria Set A100 - Closed

l Job 01002051 - Criteria Set C200 - Failed Asm Seq 0 - Opr Seq 50 - Qty 57%
l Job 01002051 - Criteria Set C200 - Failed Asm Seq 0 - Mtl Seq 20 - Cost 140%
l Sites - You can limit the process to only include jobs that are linked to a specific site. If you do
not use the Site filter, the process will consider all the jobs. After you select a specific site(s),
the Sites field displays whether you filtered using site(s) (Some Selected) or you did not (None
Selected).
l Schedule - Indicates when you want to run the process. If you select something other than
Now, the Recurring check box is available.
l Recurring - Select this check box if you want the process to run on a repeating basis. This
check box is only available if you select the schedule other than Now.
To run the process:

1. Enter your log name.

2. Select your schedule.
3. Filter by site, as necessary.
4. Depending on what schedule you select, select the Recurring check box.

5. Select Process.

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Reports
This section describes some of the key Job Management reports. You can run these reports
whenever you need. You can also set up each report to generate and print through a recurring,
automatic schedule.

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Generating the Job Traveler Report
Run the Job Traveler Report to track manufacturing progress of jobs. Using the report you can
track multiple jobs.
The report displays a method of manufacture for assembly items manufactured on jobs, so a
production manager knows what operations and materials requirement is needed to complete each
job. The report also includes subcontract operations that some jobs may include.

The Selection parameters include:

l Report Options - Define what you want the report to display by selecting different report
options.
l Filter - Informs you whether you used filters or not. After you select a specific filter option, the
fields located in this pane display values depending on whether you filtered (Some Selected)
or you did not (All Selected).
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. This check
box is only available if you select a schedule other than Now.
To generate the report:

1. From the main menu, go to Production Management > Job Management > Reports > Job
Traveler.
2. Select the parameters depending on what you want the report to display.

3. Select Print Preview.

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176 February, 2024
Generating the Production Detail Report
Generate the Production Detail Report to print all labor, material, shipping, and invoicing activity to
date for the jobs and assemblies you select. Labor and burden display separately. Most cost
amounts in Kinetic, including Cost of Sales and WIP, are calculated using the base Unit of Measure
(UOM) assigned to the part for which the specific cost is being calculated.

The report also displays profitability information for each job by comparing job costs with the A/R
invoicing information as well as information about discrepant material.

For costs analysis in WIP, use the Work In Process (WIP) report. The Production Detail
Report doesn't display analysis of the actual unit cost, which is the total actual cost
divided by the number of completed parts, as long as the number is greater than zero.

The Estimated Hours value in the report reflects the Crew Size value entered in Resource Group
Maintenance. The Crew Size value is used as a multiplier to calculate the estimated hours displayed
in the report. Based on the Crew Size setting in Resource Group Maintenance, this value may vary
from the the value displayed in the Hours field located on the Job Entry > Job Details > Operations
> Detail sheet.

The Production Detail Report includes a Salvage column field that is located in the RAW
MATERIALS report section. The column contains the total Salvage Cost (Salvage Credit) performed
against a specific material. The cost is reflected as a deduction.
The Selection parameters include:

l Summary Only - Select to indicate that the report only displays assembly and total costs. The
report won't display Individual material and operation sequences.
l Consolidated Totals - This check box causes the report to display the total actual and
estimated costs for the selected jobs. The Report Totals displays the totals for the Setup,
Production, Labor, Burden, Material and Subcontract costs. The combined Total cost displays
at the end of the report.
l Print Material Transactions - Select to indicate that the material transaction details will
display in the report. Material transactions are all material receipts placed against a job.
l Print Material Cost Breakdown - This check box causes the report to separate material cost
details by labor cost, subcontract cost, and so on.
l Print Operation Transactions - Select to indicate that the operation transaction details will
display in the report. Operation Details include all reported labor and shipment/receipt
transactions for subcontract operations.
l Print First Article Transactions - Select to indicate the first article transaction details will
display in the report.
l Subtotal By Product Group - This check box causes the Product Group section display in the
report. The section divides the estimated and actual costs by each product group referenced
by the selected jobs.

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 l Exclude Miscellaneous Charges - Select to indicate that the shipment charges will be
removed from the report.
l Print Profitability Information - Select to indicate that the profitability information will display in
the report. The report will compare costs to the A/R invoices to determine each job's
profitability. Profitability data is sensitive information. You can restrict who can select this
check box through a security setting. Users who don't have security access to this check box
will not be able to select it.
l Print Serial Numbers - Select to indicate that the serial numbers will display in the report.
l Print Downtime - Select to indicate whether the report will include downtime. Downtime is used
when a resource is in production and something interrupts that production and the resource is
down requiring immediate attention. This is different from indirect codes which are used to
track non-production time for a variety of reasons.
l Filter - Informs you whether you used filters or not. After you select a specific filter option, the
fields located in this pane display values depending on whether you filtered (Some Selected)
or you did not (All Selected).
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Report Style - Select the report style you want to use to run this report.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
To generate the report:

1. From the main menu, go to Production Management > Job Management > Reports >
Production Detail.
2. Select the parameters depending on what you want the report to display.

3. Select Print Preview.

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Generating the Work in Process Report
Generate the Work in Process Report to review and print the current value of all Work in Process
(WIP), Cost to Inventory, and Cost of Sales (COS) items. The report first prints the total costs to-date
for each job. Based on the part's current status, the costs are moved into the Inventory, COS, and
WIP categories.

When you run the report, simulated COS and WIP activity is automatically captured
before the report prints.

The Selection parameters include:

l Current Site - Indicates that only the cost transactions for the currently selected site will
display.
l Include Jobs not Closed - Select to display open jobs with WIP balance.
l Job Closed Date Range - The start and end dates for the report. All the closed jobs dated
from the Start through to the End date display in the report.
l Transaction Date Range - The start and end dates for the report. All the jobs with part and
labor transactions dated from the Start through to the End date display in the report.
l Filter - Informs you whether you used filters or not. After you select a specific filter option, the
fields located in this pane display values depending on whether you filtered (Some Selected)
or you did not (All Selected).
l Status (No) - If you select the No option and generate the report, it will display only jobs that
have the WIP Cleared check box located in Job Completion/Closing Maintenance cleared.
l Status (Yes) - If you select the Yes option and generate the report, it will display only jobs that
have the WIP Cleared check box located in Job Completion/Closing Maintenance selected.
l Status (Both) - If you select the Both option and generate the report, it will display all the jobs
that have the WIP Cleared check box located in Job Completion/Closing Maintenance
selected or cleared.
l Include Phantoms - Select to include Phantom Purge WIP transactions in the report. Phantom
variances are created during the Capture COS/WIP Activity process. If you clear this check
box, the MFG-VAR amount is included on the last WIP report row.
l Include Non-Posted - Select to include manufacturing variance amount on the COS\MFG-
VAR row. If you clear the check box, the PartTrans MFG-VAR Transactions for the jobs that
are not posted to GL will not be included on the COS row in the report. They will display in the
WIP Balance row instead.
l Sort By - Specifies how you want to organize the report. The list items represent the sorting
hierarchy options.
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.

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 l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
To generate the report:

1. From the main menu, go to Production Management > Job Management > Reports > Work
In Process.
2. Select the parameters depending on what you want the report to display.

3. Select Print Preview.

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Generating the Inventory/WIP Reconciliation
Report
Run Inventory/WIP Reconciliation Report to reconcile the general ledger (GL) with costs from
inventory and work-in-process (WIP). You can also preview inventory and labor transactions that
the system have not yet posted to the GL before you run the Capture COS/WIP Activity process.

As inventory transactions generate, the costs accumulate in WIP and Inventory. Using
the report, you can summarize the costs and review the G/L accounts used for each
transaction.The system calculates most cost amounts in Kinetic, including Cost of
Sales and WIP, using the base unit of measure (UOM) assigned to the part for which it
is calculating the specific cost. When you run this report, simulated COS and WIP
activity is automatically captured.

The report parameters include:

l Book ID - Specifies the GL book identifier you are using for the report.
l Transaction Apply Date - Specifies if transactions should be selected for inclusion on the
report based on the dates they were entered into the Kinetic application. After selecting the
type of date, you can specify a range of dates in the Start and End fields.
l Select Transaction Apply Date if you wish to include transactions based on their
transaction dates.
l Select Transaction System Date if transactions should be included on the report based
dates they were actually entered into and created in Kinetic. When you do this, you can
specify a range of system dates in the Start and End fields.
l Transaction System Date - Specifies if transactions should be selected for inclusion on the
report based on the dates they were entered into Kinetic. After you select the type of date, you
can specify a range of dates in the Start and End fields.
l Start and End Dates - Specifies the start and end dates for which transactions are being
included on the report.
l Current Site - Select the check box if only transactions from the currently selected siteshould
be included on the report.
l Fiscal Year - The period of time for a fiscal year. This is usually a calendary year.
l Fiscal Year Suffix - The suffix of the fiscal year. For example, 'Q1'.
l Journal Code - The journal code you are using for the report.
l Journal Number - The journal number you are using for the report.
l GL Account - Specifies the G/L account for which transactions are being included in the
report. You can enter a single G/L account to report associated transactions, skip the field to
include all G/L accounts, or click the G/L Account button to find and select the G/L account. If

181 February, 2024

 you enter a single G/L account, the report only processes PartTran and LaborDtl records that
reference the entered G/L account.
l Include Offsetting Accounts - Select if you want the report to include complete GL
transactions for each inventory transaction that affects the selected G/L account.
l For example, when posting an Inventory transaction of type MFG-STK, Extended Cost
amount of $100 has been debited to Inventory. This Extended Cost amount of $100 has
been split into two 'cost buckets' of $90 Material Cost and $10 Burden Cost, which have
been credited to WIP Material and WIP Burden respectively. If you select the WIP
Material account and select the Include Offsetting Accounts check box, the report shows
all three movements: debit of $100 to Inventory and credits of $90 to WIP Material and
$10 to WIP Burden. If you do not select this check box, the report shows only the credit
of $90 to WIP Material.
l Project - Specifies the project (if any) you wish to include in the report.
l WBS Phase - Select a WBS phase for the project ID entered or selected in the Project field.
l Full - Select to display full report, meaning each part transaction that occurred within the date
range. The full report also displays the accounts associated with the part transaction.
l Summarized by Date/Job-Part/Tran Type - Select for the report to combine on one line all
the transactions for identical parts on identical jobs that were run during the same day.
l Summarized by Date/Tran Type - Select for the report to combine on one line all the
transactions that include the same transaction type on the same date. This is calculated for
each account.
l G/L Posting Detail - Select one of the three options to determine what you want the report to
display.
l Sort By - Select if you want the report to include complete GL transactions for each Inventory
transaction that affects the selected G/L account.
l Report Style - Select the report style you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.

To generate the report:

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 1. From the main menu, go to Production Management > Job Management > Reports >
Inventory/WIP Reconciliation.
2. Select a Book record.
3. Select the Date Range as necessary.
4. Define a specific journal entry settings.
5. Select the needed G/L Account.
6. Define a project, if any.
7. Select the Account Level Details as necessary.
8. Select the G/L Posting Details as necessary.
9. Select the Report Style for the report run.
10. If you want to generate the report immediately, verify the Schedule field displays the Now
option.
11. Enter how long you would like this report to remain available after it generates by selecting an
option from the Archive Period drop-down list. As long as the application clock has not passed
this time, the report is available on the server to preview and print.
12. Enter text in the User Description field.
13. Select the Recurring check box if needed.

14. Select Print Preview.

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