13 APS 13.11.2018

This documentation and training is provided to you by beas group AG This documentation and training is provided to you by beas group AG. The documents are neither approved nor in any way acknowledged or endorsed by SAP. For SAP Business One, only the documentation and training officially released by SAP shall be binding upon SAP. SAP shall not be responsible for any content of this documentation and training and this documentation and training shall not be binding upon SAP in any way. The official current SAP Business One documentation and training for SAP Business One is available at http://service.sap.com/sbocustomer/documentation and http://service.sap.com/sbocustomer/training. 11/13/2018

Requirements for this Tutorial You will need a good grasp of: The basics of SAP Advanced be.as skills 11/13/2018

Learning Targets After working through the lesson, you will be able to: Generate and edit calculation types Generate and edit calculation scenarios Carry out planning in the graphical/detail view 11/13/2018

Agenda APS 1: General 2: Working with APS 11/13/2018

General (Online Connection) Database be.as be.as APS Production planning is always implemented directly from the production data. This means that current data is always available for calculation. A copy of the data is never created for planning. in the graphical view too, the calculation is always performed from the original data. Each change therefore always directly affects production. If an incorrect action was unintentionally implemented in the graphical view, effective undo functions are available. Production planning is always implemented directly from the production data. A copy of the data is never created for planning. in the graphical view too, the calculation is always performed from the original data. Each change therefore always directly affects production. If an incorrect action was unintentionally implemented in the graphical view, effective undo functions are available. 11/13/2018

General (Important Parameters) APS Factory calendar Basis for resource scheduling Production order Define work orders and delivery dates Calculation types Forward, backward, etc Resources Enter capacities in master data The correct settings for a wide range of parameters is the basis for correct use of APS. These include: Resources : Enter capacities in master data Factory calendar: Basis for resource scheduling and calculation of attendance Work orders: Define work orders and delivery dates (Training unit 10) Calculation types: the following calculation types are available Backward simulation: determines the latest possible start date without consideration of time reservations and material availability Backward scheduling: optimized for material, scheduling to the latest possible date with consideration of time reservations Forward scheduling: resource optimized, time reservations are considered. Standard method for rough and detailed planning. Re-allocate forward: resource optimized from start date. If delivery date cannot be met, resources are overloaded stepwise, until the delivery date can be met Catch up: For planned orders, which have not startet yet. Operations are moved and compressed. Further information: see documentation Backward scheduling: optimized for material, scheduling to the latest possible date with consideration of time and material reservations Forward scheduling: resource optimized, time reservations are considered. Standard method for rough and detailed planning. Re-allocate forward: resource optimized from start date. If delivery date cannot be met, resources are overloaded stepwise, until the delivery date can be met Catch up: For planned orders, which have not startet yet. Operations are moved and compressed. Backward simulation: determines the latest possible start date without consideration of time reservations and material availability 11/13/2018

General (Activating the APS License) In order to activate APS, a computer license must be assigned. Otherwise, you wont be able to access certain settings. In order to assign a license, open the following menu option: Administration – License – License administration (be.as) You can assign the license via the icon next to the APS license. Use the New button to add a new user/computer. 11/13/2018

General Scheduling: Backward Backward- calculation is optimized for material requirement backwards from date of delivery, start date as late as possible. 2 order related sub-assemblies. Subassemblies are finished, when „Assembly 1“ starts. At backward scheduling the calculation is optimized for material requirement: backwards from date of delivery, start date as late as possible. Work order with 2 order related sub-assemblies. Calculation backwards from delivery date. Subassemblies are finished, when „Assembly 1“ starts. 13.11.2018

General Scheduling: forward „Assembly 1“ can be produced only, after all sub-assemblies have been finished. last operations of the sub-assemblies are linked to the first operation of „Assembly 1“. Work order with 2 order related sub-assemblies The superordinated „Assembly 1“ can be produced only, after all sub-assemblies have been finished. You can see, that the last operations of the sub-assemblies are linked to the first operation of „Assembly 1“. If the work order is scheduled with assignment of assemblies to routing positions, a further optimization is possible. See Blog entry 2095: Linking of operation sequences to order related subassemblies 13.11.2018

Agenda APS 1: General 2: Working with APS 11/13/2018

Work with APS Standard: planning based on work orders Start APS: three planning areas are available: Optimization: resource optimized planning Standard: planning based on work orders Resource: plannign based on resources Use the buttons below to create a new scheduling, (New) or to edit an existing one (Edit) or to open the selected one (View). Examples: Planning for resource-critical machines (eg. laser machine)    Planning view only for the next 5 days and only for one resource group „laser machine“   Order related planning for an assembly line (ressource groupe x) Project oriented planning for project X Planning with reference to employee: In the resource the responsible officer is deposited. Only work orders are considered, which have resources, managed by this employee. Planning on company level: to catch up backorders Planning for special machines with nesting     eg punching machine, nested raw material and thickness     eg chemical industry: nested chemical configuration Standard: planning based on work orders Resource: planning based on resources Examples: Planning for resource-critical machines (eg. laser machine) Planning view only for the next 5 days and only for one resource group „laser machine“ 13.11.2018

Work with APS (planning view) The planning view provides the following possibilities:   1. Filter production orders by resource usage and other criteria 2. Sort production orders 3. Plan and dispatch production orders 4. Change/set flags As long no detailed scheduling on resource level is required, the planning view is the perfect tool for production scheduling on work order level. For a detailed resource scheduling the graphical view is recommended ( slides 21, 22 ) The planning view can be configured. Description of buttons and tabs: see documentation Filter production orders by resource usage and other criteria Sort production orders (Planning with priority) Plan and dispatch production orders 13.11.2018

Work with APS (planning view) The planning view provides the following possibilities:   1. Filter production orders by resource usage and other criteria 2. Sort production orders 3. Plan and dispatch production orders 4. Change/set flags As long no detailed scheduling on resource level is required, the planning view is the perfect tool for production scheduling on work order level. For a detailed resource scheduling the graphical view is recommended ( slides 21, 22 ) The planning view can be configured. Description of buttons and tabs: see documentation Set flags for manufacturing control MRP Scheduling ID Posting 13.11.2018

Work with APS (planning view) The planning view provides the following possibilities:   1. Filter production orders by resource usage and other criteria 2. Sort production orders 3. Plan and dispatch production orders 4. Change/set flags As long no detailed scheduling on resource level is required, the planning view is the perfect tool for production scheduling on work order level. For a detailed resource scheduling the graphical view is recommended ( slides 21, 22 ) The planning view can be configured. Description of buttons and tabs: see documentation Block work orders Direct access on work order structure 13.11.2018

Work with APS (planning view) The planning view provides the following possibilities:   1. Filter production orders by resource usage and other criteria 2. Sort production orders 3. Plan and dispatch production orders 4. Change/set flags As long no detailed scheduling on resource level is required, the planning view is the perfect tool for production scheduling on work order level. For a detailed resource scheduling the graphical view is recommended ( slides 21, 22 ) The planning view can be configured. Description of buttons and tabs: see documentation Shortage per work order Material requirement per work order 13.11.2018

Work with APS (Sorting in the planning view) If the planning view is opened, the production list is pre-sorted according to the settings. If manual sorting is enabled, you can use drag and drop: 1. Pre-sort via right click on column header – sort by column xyz. 2. Left click on document number and keep mouse button pressed. Move the selected entry. If a work order was moved, the sorting is saved (activate "manual sorting" in planning settings) Pre-sort via right click on column header – sort by column xyz. Left click on document number and keep mouse button pressed. Move the selected entry (drag and drop). 13.11.2018

Working with APS (Graphical View – PO – Description) Header Gantt Display The detail view is divided into the header and the work order view area. 1: Menu header In the upper area, the menu is always displayed. The menu depends on the selected area. Depending on what precisely is selected, further tabs appear or are hidden. 2: PO list / resource list In the bar, all WOs/resources that were selected in the planning view are displayed. In the list, WOs/resources can be individually expanded. In the View tab, you can expand or minimize the whole list. 3: Time scale The time scale displays the set time period in the set time unit. Using the View tab, the time scale can be customized. 4: Gantt display In the Gantt display, a work order is displayed in the graphical view from left to right. The work order includes a totals bar, each individual assembly in turn has its own bar, individual maintenance sequences are connected with an arrow and represent the processing sequence in the time chart. Lastly, the delivery date is indicated by a red dot. Menu header: Depends on selected area PO list / resource list: all WOs/resources that were selected in the planning view are displayed, individually expanded. Time scale: Day, hour Gantt display: each individual assembly in turn has its own bar 11/13/2018

Working with APS (Structuring a Routing Position) The timeline of a routing position is divided into three parts: 1. Transfer time, which is stored in days in the resource 2. The job time, based on set-up time and job time x number of units as per routing position 3. The idle time as per routing position. 4. Material entry 5. Delivery date can not be hold All other icons are in the documentation under APS – Graphical view – Gantt display. 11/13/2018

Working with APS (Menu Area) Depending on the field just selected in APS, the menu automatically adjusts. Only those fields that are currently necessary are displayed. Depending on the field just selected in APS, the menu automatically adjusts. Only those fields that are currently necessary are displayed. 11/13/2018

Working with APS (Moving Operations) Routing positions can be freely moved You can configure what happens after the move. select the Settings tab and then select the desired setting in the After moving field. Routing positions can be freely moved in the graphical view. You can configure what happens after the move: To do this, select the Settings tab and then select the desired setting in the After moving field. 11/13/2018

Working with APS (New Calculation) to carry out a new calculation in the graphical view, at least one operation must be selected. After you have done this, you can use the button to begin calculations. To carry out a new calculation in the graphical view, at least one operation must be selected. After you have done this, you can use the button to begin calculations. 11/13/2018

Working with APS (Undo) it is possible to undo the last action carried out in the graphical view. be.as stores the 10 most recent actions. In the General tab, it is possible to undo the last action carried out in the graphical view. be.as stores the 10 most recent actions. Using the Undo button, you can also find information about which action will be undone next. 11/13/2018

Working with APS (Resource Utilization) Shows the overall utilization of the resource. 2. Resources Shows the individual operations which are currently dispatched to the resource. Resource utilization is divided into two areas. The first area shows the total capacity of the resource and the second area shows the operations dispatched to the resource. To activate these two displays, an operation must be selected. Select the Resource tab. You can now activate the relevant diagram using the buttons. 1: Utilization Shows the overall utilization of the resource. 2: Resources Shows the individual operations which are currently dispatched to the resource. 11/13/2018

Working with APS (Resource Utilization) resource group allocated to an operation Alternative operation allocated to an operation this can be done directly in APS. In the lower area operation can be planned and dispatched If a resource group or alternative should be allocated to an operation, this can be done directly in APS. To do this, select the operation and display the respective resources. In the lower area, you will now see all resources for which the operation can be planned and dispatched. Now select the resource and click on the button Replace. 11/13/2018

Working with APS (Grouping Function) 1. Hold down the Ctrl+ key and click on the routing positions 2. Click on the empty Gantt area, hold and drag a rectangle over all routing positions to be selected 3. Hold down the Ctrl+ key and click on the scale (upper timeline): All routing positions from that day are selected. As soon as more than one operation is selected in the Gantt display, the Group tab appears in the menu view. This tab provides various group functions. Multiple routing positions can be selected simultaneously as follows   1. Hold down the Ctrl+ key and click on the routing positions 2. Click on the empty Gantt area, hold and drag a rectangle over all routing positions to be selected 3. Hold down the Ctrl+ key and click on the scale (upper timeline): All routing positions from that day are selected. 11/13/2018

Summary You can now: Generate and edit calculation types Generate and edit calculation scenarios Carry out planning in the graphical/detail view 11/13/2018

Thank you for your participation! 11/13/2018