I am setting up a new site for the first time, and i am slowly getting everything accomplished so we can start putting in parts. Here is where i am at currently:
GL accounts have been put in.
Buyer has been created.
Raw Material has been put in.
GL control code/account mapped to Raw Material.
Where do i go from here? Is this enough to enter a few test parts? Sorry for being such a rookie at this.
But are you looking to run MRP, Global Scheduling, perform inventory transactions, create a MOM, etc.? If you just want to enter a part, you should be all set.
If you want to test “production”, you’ll need a manufactured part part number, at least one component part part number, at least one production operation, and then a Revision on the manufactured part that includes the component part as a material and the production operation as an operation. With those pieces, you can create a job for the manufactured part, create a purchase order for the component part, receive the component to inventory, issue the component to the job, and add labor to the job.
There are a lot of stages to getting to the point to be able to test production and unfortunately I don’t think there are any short cuts, apart from hiring a consultant to take you through stages or dedicating time to reading the documentation and educating yourself.
In terms of a checklist, if you have the DMT tool, the engineering sub menu within the migration main menu provides a logical breakdown of the data to be loaded.
Not all is required (e.g. Global Lot Sequence, Reference Category), but if you go through these data items and read the supporting documentation, up to and including phase 4, you should be at the stage where you can create a job and understand the data behind it.
I would go through the DMT list and see what has been set up at a company level.
It’s been mentioned in a previous post but the bare minimum is a bill of materials and a bill of operations.
For the bill of operations you will need
Top level part - i.e. the part to be made
Component parts - i.e. the parts that make up the top level part
For the bill of operations you will need:
Warehouse
Warehouse Bins
Resource Groups
Resources
Operations
If you want to schedule jobs, you will need:
Production Calendar
The DMT list is useful, if you have not specified things like Part Classes. Product Groups, UOM etc, but it sounds like you many have these already defined for your company.