Kinetic Engineering

User Guide
Version 2022.2
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Table of Contents
Setup 6

Creating Role Codes 7

Setting Up an Actual Costing Category 10

Adding a New Actual Costing Category 10
Adding a GL Account Group to the Category 10
Adding a GL Account Line 11
Creating Site Cost IDs 13

Establishing MOM Stage Numbers 15

Creating Resource Groups 16

Add a Resource Group 16
Define Attributes 19
Define Costing Parameters 21
Define Scheduling Parameters 23
Define Calendar Exceptions 24
Add a Resource to a Resource Group 25
Creating Operations 32
Adding New Operations 32
Define Attributes 35
Scheduling Operations 36
Adding RoHS to Operations 37
Creating Inspection Plans for Operations 38
Setting Up Operation Standards 38
Establishing Approved Suppliers for Subcontract Operations 38
Creating a Part 39
Enter General Part Details 39
Specify Accounting Information 43
Enter Reporting Details 43
Insert Integrations 45
Add Part Attributes 48
Create Revision 49
Set Up Substitutes and Complement Parts 53
Specify UOM Details 54
Set Up Lot Attributes and Generation Parameters 55
About Lot Attributes 55
Enter Site Information for Part 58
Define Planning Pool for the Planning BOM Parts 66

3 January, 2023
Operations 69

Using Engineering Workbench 70

Creating EСO Group 70
Checking Out Part 71
Adding Operation 72
Adding Resource Group and Resource 80
Adding Material 80
Planning BOM Logic 85
Planning BOM Concepts 85
Adding Salvage Part 86
Creating Alternate Method 88
Creating Tasks 89
Checking In Part 91
Operating with Revisions 93
Adding New Revisions 93
Checking in Part Revisions 94
Viewing Costs 96
Using the Co-Parts Functionality 98
Getting Details 99
Using the Get From Import Function 101
Using the Overflow Menu 102
Checking Out Parts in Express Part Checkout 103

ECO Workflow 105

Establishing Workflow Stages 106

Creating a Task 107

Adding Task Sets 109

Creating a Task Set Record 109
Adding Milestones 110
Defining Next Milestones 111
Workflow Group 112

Assigning ECO Workflows to ECO Groups 115

Updating and Completing Workflow Tasks 116

Using Costing Workbench 118

Adding Cost Groups 118
Loading Cost Details 119
Modifying Costs and Rates 121
Rolling Up Costs and Rate Values 122

4 January, 2023
 Reviewing Costs 123
Posting New Costs to Records 125
Manufacturing Lead Time Calculation 127

Understanding Restricted Substances 128

Adding Substances 129

Creating Substance Restriction Types 130

Running the RoHS Part Compliance Process 131

5 January, 2023
Setup
This section describes the primary records you need to create for the Engineering module. These
are in the Setup folder for this module. Only the primary records are described here. Some areas
within the next Operations section may also document setup records if they are required for a
specific workflow.

You may also need to set up some parameters in Company Configuration. Some modules have
global settings you define through this administration application. For more information, review
application help.

6 January, 2023
Creating Role Codes
Role codes are useful when you want to track each resource's assigned capabilities. Use Role Code
Maintenance to create role codes. You can assign role codes to employees, customer service
representatives, or sales representatives. Role codes are used when creating a customer account
and are associated with customer contacts and work force members.

Roles define the position of the contact within this customer's organization. Each contact record
established at either the sold to or ship to level can be further detailed by assigning them to a
predefined role. Work force members are also assigned a role. Roles are optional, but you can use
them for internal reference.

Role codes are used in Time and Expense to define an employee role. For example:

l Time and Expense Approval Role

l Project Manager Approval Role
l Supervisor Role
l Employee Submit Role

If you select more than one approver role option, tasks are created for individuals who
match that role criteria.

1. From the main menu, go to Production Management > Engineering > Setup > Role Code
Maintenance.

2. Use the Details card to enter the role code details and time and expense options.

3. Select New to add a new role ID.

l SalesM
l VPRES
l siteMgr
l Buyer
l Employee
l CSRV
4. In the Description field, add a description of the role code. This description appears on a Work
Force member record.

l Sales Manager
l Vice President
l Site Manager
l Buyer

7 January, 2023
 l Employee Submitx
l Customer Service
5. If this role is commissionable, select the Commissionable check box. The system
automatically adds commissionable roles assigned to the quote to the sales order.

6. The Resource Group Billing Rates check box indicates that the resource group is associated
with billing rates such as project billing.

7. Primary Resource group is used with advanced planning and scheduling. Create a role, or
search for existing records, in a primary resource group in the Primary Resource Group field
to associate the role with project capabilities. Employees assigned to the primary resource
group inherit the associated capabilities.

8. Specify the settings in the Time and Expense Options section.

l Employee Submit Role - Indicates an employee role. This information is used during
task development for time and expense approvals.

l Project Manager Approval Role - Indicates a project manager approval role. Select this
check box in conjunction with a Workforce Group, the time and expense approvals
process creates an approval task for the Project Manager.

l Supervisor Approval Role - Identifies a supervisor approval role. This information is

used in conjunction with the approval level to determine the supervisor approval role.

8 January, 2023
 l Time and Expense Approval Role - Indicates a time and expense approver. The Level
field indicates the levels of supervisors above the employee responsible for approvals.
This information is used for time and expense approval tasks. For example, zero (0)
indicates the approval is not required for the employee. One(1) indicates approval by the
employee's supervisor is required. Two (2) requires approval by the supervisor of the
employee's supervisor.

9. On the Rates List card, define the project role code rate details such as the effective and end
dates, the currency associated with the charge rate, and the time type code associated with
the role.

10. Select Save .

9 January, 2023
Setting Up an Actual Costing Category
Actual costing function enables you to precisely determine the product costs based on actual costs
incurred along the value chain. The calculation is based on actual cost of materials, actual cost of
labor, and actual overhead costs incurred for the final product for a specific accounting period.

The Actual Costing function uses groups of actual costs with similar settings, called Actual Costing
Categories. Kinetic uses these categories to generate actual cost allocations. You can create actual
costing categories in the Actual Costing Category app.

Adding a New Actual Costing Category

1. From the main menu, go to Production Management > Engineering > Setup > Actual
Costing Category.

2. Select New to add a new actual costing category.

3. In the Category field, enter the code that will help you identify this actual costing category
later.

4. Add more information in the Description field.

5. Define the fiscal book in the Book field.

6. Specify the Minimum Allocation Base Amount and Minimum Allocation Amount values for
the category.

7. To activate the costing category, select the Active check box.

8. Select Save.

Adding a GL Account Group to the Category

Next, add a General Ledger account group to the costing category.

10 January, 2023
 1. On the GL Account Group card, select New to add a GL account group.

2. Specify the Group Number.

3. Add a brief Description to the group.

4. Select a Section for the GL account group. The available options are Material, Labor, and
Burden.

5. Select the Suppress Negative check box, if Kinetic should change a negative group total to
zero when amounts for GL accounts are summarized per each section.

6. Select Save.

Adding a GL Account Line

Now, add a GL account line.

1. On the GL Account List card, select New to add a new GL account line.

2. Enter the Line Number, or accept the default value.

3. Select the Is Offset check box, if Kinetic should change a Debit/Credit value to the opposite
one when amounts for GL accounts are summarized per each section.

4. Specify the Formula for the GL account line.

The Chart of Account has five segments:

l Natural, length 5
l Seg 2, length 3
l Seg 3, length 6
l Seg 4, length 2
l Seg 5, length 4

11 January, 2023
 The following entries that can be separated by a comma:

12* (seg1 starting from 12)

12*|*|445678 (seg1 starting from 12, any seg2, seg3 = 445678)

*|A23|445678 (any seg1, seg2 = A23, seg3 = 445678)

12345|10||F* (seg1 = 12345, seg2 = 10, empty seg3, seg4 starting from F)

12345|10||F*, 2345|10, 14* ('seg1 = 12345, seg2 = 10, empty seg3, seg4 starting from F' AND
'seg1 = 2345, seg2 = 10' AND 'seg1 starting from 14')

If entries are separated by a comma, Kinetic processes them independently. For

example, the configuration line 12*, 123* will produce a double result, because
the second entry 123* is also included into the first entry 12*.

5. Select Save.

12 January, 2023
Creating Site Cost IDs
In Site Cost ID Maintenance, you can create IDs to reference different cost sets. Each cost set then
defines the cost method calculations for all the parts manufactured within the sites linked to the cost
set. This ensures that the same cost method is used for all the sites that are linked to the same cost
set.

If you need a different costing method between sites, create a separate cost set for each site. Then,
the system calculates the costing results accurately as unit costs are calculated for each part within
each cost set. Because each site has its own cost set, the costing values are consistent for the site.
Although it is possible to link sites with different costing methods to the same cost set, it is not
recommended.

Site cost identifiers are also used within the Costing Workbench. During the standard cost roll-up
calculation within the Costing Workbench, the application uses site cost identifiers as a source for
the cost amounts.

1. From the main menu, go to Production Management > Engineering > Setup > Site Cost
Maintenance.

2. Select New to add a new site cost ID. The Details page displays.

3. In the Site Cost ID field, enter a unique identifier.

4. In the Description field, enter a more descriptive name of the location.

5. From the Primary Site drop-down, select the site that is considered the primary site for this
cost set. The system uses this information as the default in the Costing Workbench.

6. Select the applicable check boxes to:

13 January, 2023
 l Load Alternate Methods - Use alternate methods during the What If cost calculation
within the Costing Workbench. An alternate method is a method of manufacturing for a
part revision that is different than the base method of manufacturing.
l Load Costing Lot Sizes - Use the Costing Lot Size settings for part/site combinations
during the What If cost calculation within the Costing Workbench. A costing lot size is
the manufacturing lot size the cost roll-up calculation uses to distribute setup costs.
l Enable FIFO Layers - Enable the maintenance of FIFO costs (layers) as secondary
costs for non-FIFO costed parts. Any issue or receipt of the part consumes or creates
PartFIFOCost records to reflect the movement of FIFO quantities and costs, in the
same manner in which the application updates/consumes FIFO costed parts.
l Skip Revision Costs of a Purchased Part with Method - Roll up costs of the assembly.
l Enable Actual Cost Allocation - Indicate if you want to enable actual cost allocation. It
unlocks the following fields in the Part Detail > Site > Detail card:
o Category - Specifies the actual costing category. Note this drop-down list is
available if you select the Manufactured part type.
o Use in Allocation - Identifies if this part will participate in actual cost allocation for
WIP Adjustment. Note that this drop-down list is available if you select the
Purchased or Sales Kit part type.

7. Select Save .

14 January, 2023
Establishing MOM Stage Numbers
With Stage Number Maintenance, add stage numbers when creating alternate methods of
manufacture for part revisions. You assign stage numbers to operation sequences in the method of
manufacture, and then as each alternate method is built, you define the appropriate stage number to
the material sequence to indicate at which operation sequence the material is used.

For example, a final assembly is made up of Part A, Part B, and Part C. You
manufacture this assembly using alternate methods . In one method, you need Part A
at operation sequence 10, but in another method, you need Part A at operation
sequence 20. Assign different stage numbers to operation sequences 10 and 20 in the
Engineering Workbench, and then assign the appropriate operation sequence stage
number to Part A depending on which method you are building.

To establish a stage number:

1. From the main menu, go to Production Management > Engineering > Setup > Stage
Number.

2. Select New .

3. Enter the stage number and description.

4. Select Save.

15 January, 2023
Creating Resource Groups
You assign resource groups and resources to operations used on jobs (method of manufacture) for
scheduling purposes. Each resource group must hold at least one resource and is inactive until you
create a resource for it.

In production, you manufacture an item through a combined effort of equipment, tools, and people.
You can define each of these items within your manufacturing process using the Resource Group
app.

As previously mentioned, a resource group must hold at least one resource. A resource is a specific
manufacturing asset. It can be a piece of equipment like a punch press or a laser wire marking
machine, a tool required to produce components. It can also be an employee like a setter, or
operator.

Resource groups can also define equipment and skills that are placed together within a
physical location.

You cannot view or maintain resource groups or resources that were created in a site
other than where you are logged in.

Add a Resource Group

First, create a new resource group.

To create a resource group:

1. From the main menu, navigate to Production Management > Scheduling > Setup >
Resource Group.

2. Select New.

The Details card displays.

3. In the Resource Group field, enter an identifier for the new group.

4. In the Description field, enter a short description for the resource group.

5. In the Calendar field, search for and select the calendar for this resource group.

This calendar is the default calendar used for resources created within the group.

6. In the Resource Type field, search for and select a resource type.

16 January, 2023
 This depends on what type of a resource group you want to create. The options include:

l Cell (C)
l Machine (M)
l People (P)
7. In the Department field, select the department that will collect information on multiple resource
groups for various reports.

8. In the Finite Horizon field, enter a finite horizon value in production days.

The value you enter in this field specifies how many days ahead of the current date load is
calculated.

l Finite Capacity - A resource group that has a certain number of machines working for a
certain number of hours in a day, and job operations cannot exceed this capacity.
l Infinite Capacity - A resource group has no capacity constraints. In this situation, the
application schedules jobs at the resource group as if its capacity is unlimited.
The finite horizon is the default for each resource you add to this resource group. However,
you can change this value at the resource level.

The value you enter cannot be greater than the horizon value defined for a site in
the Site app, with an exception of zero. If you attempt to change the value in this
field and you enter a value that is greater than the value defined in the Site app
then the Horizon value cannot be greater than Horizon of the site XXXX error
message displays (where XXXX are your site).

Finite Horizon Hierarchy:

l Resource > Resource Group > Site

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

9. If this resource group is a physical place within the manufacturing center, select the Location
check box.

Selecting this check box causes the resource group to be defined as the destination on the
shop floor where both raw materials and partially completed product quantities are delivered. It
also indicates where completed product quantities are picked up from this resource group to
be sent to the next operation, shipped to the customer, or received to inventory. Location
resource groups also define the primary amount of manufacturing burden (overhead) placed
against a labor transaction.

Because of this functionality, a resource group defined as a location controls the amount of
actual burden placed against an operation. The burden rate defined on a location resource

17 January, 2023
 group overrides any burden rates used on the primary resource group selected for the job
operation. When a shop employee enters labor against a location resource group, the burden
rate from this resource group is used on the labor transaction, instead of the burden rate from
the planned resource group on the job operation. You use this feature to allocate burden costs
for tooling, product fixtures, and so on in order to include them in actual burden amounts.

10. In the Warehouse/Bins group box, in the Input Warehouse field, select a warehouse.

This specifies the warehouse from which the resource group pulls its material. Both
warehouses contained within the current site and shared warehouses are displayed on this
list.

Notes:

l If you use the Advanced Material module, you should assign input
warehouses as soon as possible. If a resource group for a job operation
does not have an input warehouse, inspection programs DMR Processing
and Inspection Processing could misinterpret the absence of an input
warehouse as a reason to assign a blank destination warehouse. If the
Input Warehouse is the same as the Output Warehouse, a corresponding
move queue is not created on the Material Queue.
l When the Input Warehouse and In Bin are the same as the Output
Warehouse and Out Bin, and if the Auto Move check box is selected then
no automatic move request is generated, and the Request Move check box
is not selected in Data Collection Report Quantity or End Activity. This
arrangement works well for a production line, cell, or other resource group
that is in close proximity to other resource groups that also need this
material.

11. In the Warehouse/Bins group box, in the In Bin field, select a warehouse bin.

12. Select the Output Warehouse and Out Bin records.

This specifies the warehouse where material is to go once the work from this resource group
needs to be moved. Both warehouses contained within the current site and shared
warehouses are available for selection.

13. If required, in the Warehouse/Bins group box, in the Backflush Warehouse field, select a
warehouse.

This specifies the warehouse that is used for warehouse/bin picking. If the resource group's
Input Warehouse/Bin values do not have a positive on-hand quantity at the location,
operations are backflushed from this location.

Backflushing is the automatic issuing of material. This can occur as the material is needed for
specific labor operations on the site floor, or as part of the job closing process.

18 January, 2023
 14. In the Warehouse/Bins group box, in the Backflush Bin field, select a warehouse bin.

15. If required, select the Subcontract check box to indicate that this resource group is used for
subcontract (outside processing) operations. You would select this check box if the resource
group you are creating is actually one of your suppliers or is located at a supplier's site.

16. If required, select the Auto Move check box to indicate that you do not want to create a
material queue request when completing work in this resource group.

17. If required, select the Machine MES check box if the machine resources in this group should
be synchronized with an external Data Collection (DC). You can assign resources in this group
to operation records which are integrated with a machine DC.

When you select this check box, a confirmation message notifies you that the machine type for
all resources in the group will be changed to M (Machine). Select Yes to continue or No to
cancel.

This check box activates only if your resource group holds the M (Machine)
resource type.

If you select the Machine DC check then all the resources that belong to this
resource group must have a resource type of M (Machine) as well.

18. Select Save.

19. Remain in the Resource Group app.

Define Attributes
If you are creating a recipe using the Recipe Entry app, you can define attributes for your operations,
resource groups, or resources.

You can only define attributes if you install the Recipe Authoring license.

For more information about Recipe Authoring, refer to the article.

Next, learn how to define attributes for your resource group.

To define attributes:

1. You are on the Details card.

If the Details card doesn't display, in the Nav Tree, select the Details node.

19 January, 2023
 This is the very top node.

2. In the Class ID field, select the dynamic attribute class record that you want to use.

Notes:

l You must define an attribute class and its attributes using the Dynamic
Attribute Class app.

If you want to learn about how to set up a dynamic class with attributes for
an operation, resource group, and resource, refer to Creating Dynamic
Attribute Classes for Recipe Authoring.The article includes multiple
Related Articles that you can also review

For the dynamic attribute class record(s) to be listed in this field, the
attribute class must relate to Resource Group. This is Related To field
located in the Dynamic Attribute Class app.

l Selecting a dynamic attribute class record activates the Attributes...

button.

3. Select the Attributes... button.

The Dynamic Attribute Values Entry panel opens with the Values card in view.

4. On the Values card, select New Attribute Quantity.

There can be a lot of variations, depending on how you set up you dynamic
attribute class and its attributes.

Assume your dynamic attribute class is called 'Width' and it holds a Decimal
attribute (Data Type). In such a case, the grid that displays on the Values card
would be called 'Width'. Once you select the New Attribute Quantity , you can
select a decimal value inside the grid.

However, this is just an example and it depends on what attribute(s) your class
holds.

5. Select OK to close the Dynamic Attribute Values Entry panel.

6. Select Save.

7. Remain in the Resource Group app.

20 January, 2023
Define Costing Parameters
You define costing at the resource group an resource levels.

To define costing parameters:

1. You are on the Details card.

2. In the Costing Burden Rates group box, in the Production field, enter a burden rate value.

These rates control the burden, or overhead cost, associated with running a resource group.

The production rate is multiplied by the burden (machine) hours or labor cost at the time of
labor entry, depending on whether you have selected Flat or Percent.

3. In the Costing Burden Rates group box, in the Setup field, enter a burden rate value. The
setup rate is multiplied by the setup hours or cost.

4. In the Quoting Burden Rates group box, in the Production field, enter a burden rate value.

These rates are used as the burden costing rate when you enter quotes using the
Quote Entry app. If you don't enter any quoting rates, the production/setup
burden rates display as the defaults in the Quote Entry app.

The rate is multiplied by the estimated production hours in the Quote Entry app.

5. In the Quoting Burden Rates group box, in the Setup field, enter a burden rate value. The
setup rate is multiplied by the estimated setup hours.

6. In the Costing Labor Rate group box, in the Production field, enter a production labor rate
value. The rate controls how Kinetic costs labor when you enter time using the Time Entry app
or Data Collection.

7. In the Costing Labor Rate group box, in the Setup field, enter a setup labor rate value. The
rate controls how Kinetic costs labor setup when you enter time using the Time Entry app or
Data Collection.

8. In the Quoting Labor Rates group box, in the Production field, enter a production labor rate
value.

The rate is used as the labor costing rate when you enter quotes using the Quote Entry app. If
you don't enter any quoting rates, the production/setup costing rates display as the defaults in
the Quote Entry app.

9. In the Quoting Labor Rates group box, in the Setup field, enter a setup labor rate value.

21 January, 2023
 The rate is used as the labor costing rate for a setup when you enter quotes using the Quote
Entry app. If you don't enter any quoting rates, the production/setup costing rates display as
the defaults in the Quote Entry app.

10. Indicate how this rate calculates by using either the Flat or Percent method.

l The Flat method uses the Costing Burden Rate as a flat hourly rate. This value is
multiplied by the hours posted against a job to determine the total burden cost.
l Using the Percent method, the Costing Burden Rate is a percentage of the shop
employee’s Labor Rate and is multiplied by the hours posted against a job to determine
the total burden cost.

The Setup value defines the cost that occurs while the resource group is readied
for production. The Production value defines the cost that occurs while the
resource group is manufacturing materials.

11. In the Crew Sizes fields, enter how many shop employees work within this group. You can
have different crew sizes for setup and production.

12. Define the burden hours using the Burden Hours group box.

The options include:

l Split Burden - Controls the distribution of labor and burden hours during the Data
Collection app entry. Use this option only if you use Data Collection. If multiple
employees work on the same job operation at the same time, and you normally want to
split the burden (machine) hours among those labor entries to more accurately reflect
the actual machine usage, select this check box.
l Burden = Labor - Indicates that you want the number of burden hours to be the same as
the number of labor hours entered. Like Split Burden, this option applies only if you use
the Data Collection app.
l Use Estimates - Select this check box to apportion the actual labor time reported
against operations by using the estimated time on each operation. When an employee
clocks into multiple operations on the same resource group at the same time, this
functionality uses the estimated hours on each operation to calculate how much actual
labor time to place against each operation. If an employee is clocked into multiple
operations within different resource groups - and one resource group has its Use
Estimates check box selected, then Kinetic includes the operation estimates when
applying labor against each operation.

13. Select Save.

14. Remain in the Resource Group app.

22 January, 2023
Define Scheduling Parameters
Each resource group needs to hold certain scheduling parameters. You assign resource groups to
operations and operations are part of jobs in production. When you schedule a job, the scheduling
engine looks at the resource group and resource levels and considers the scheduling parameters
when scheduling the job.

To define scheduling parameters:

1. You are on the Details card.

If the Details card doesn't display, in the Nav Tree, select the Details node.

This is the very top node.

2. In the Scheduling Blocks field, enter how many resources one operation needs in order to be
complete.

The scheduling engine divides the production time by the number of scheduling blocks you
enter. It then finds resources that have capacity available in the required time frame. If enough
capacity is available then the operation's total time can be reduced.

3. The Queue Hours field defines how long materials wait before work begins on them.

This is the average number of hours that parts 'sit' before work begins using this resource
group. Kinetic adds the time to the estimated operation hours when operations are scheduled
for this resource group.

4. The Move Hours field indicates how long materials wait after the last operation is complete
before they move on to the next resource group.

This is the average number of hours parts 'sit' when they leave a particular resource group
before the next operation begins, or the number of hours it takes to move the parts from one
resource group to another. Kinetic adds the time to the estimated operation hours when
operations are scheduled for this resource group.

5. In the Min Overload % field, enter an overload value.

This specifies the minimum overload percentage that this resource group should display on
the Overload Informer. By default, the field is set at 0, meaning that any overload displays on
the Overload Informer.

6. In the Daily Production Capacity field, specify the production quantity developed to satisfy
demand.

23 January, 2023
 7. Select the Split Operations check box if you want to divide production time on a resource
evenly between multiple scheduling blocks at different points within the schedule for all
resources in this resource group.

As the engine allocates scheduling blocks against a resource, it can separate

these blocks at points wherever capacity is available. When you select this check
box, the scheduling engine can create scheduling blocks that produce fractions
of quantities like 33 or 34. The split means that a part quantity can be started
during one scheduling block but then finished during another scheduling block.

8. Select the Inform of Overload check box to indicate that you want overload information from
this resource group to display on the Overload Informer when it occurs.

9. Select the Use Calendar for Move Time check box to use the calendar for move time.

10. Use Calendar for Queue Time check box to use the calendar for queue time.

11. Select Save.

12. Remain in the Resource Group app.

Define Calendar Exceptions

Next, enter working day exceptions for the resource group with regards to the calendar assigned to
the resource group using the Calendar Exceptions card.

The 168 Ton Mold Machines resource group is always shut down for routine maintenance for 4 hours
on the third Friday of every month. However, the calendar assigned to the resource group is setup to
work 8 hours every Friday, so you would need to use this sheet to establish the 4-hour calendar
exception for the third Friday of every month for this resource group.

When scheduling, Kinetic checks to see if calendar exceptions exist at the resource
level first. If exceptions exist, then Kinetic will create the schedule around those
exceptions. If no calendar exceptions exist at the resource level then Kinetic checks for
calendar exceptions at the resource group level. If exceptions exist here then Kinetic
will schedule appropriately around those exceptions. If the resource has a calendar
defined, only the exceptions for the resource will be honored.

To define calendar exceptions:

1. In the Nav Tree, select the Details > Calendar Exceptions node.

The Calendar Exceptions card displays.

24 January, 2023
 2. On the Calendar Exceptions card, select the date on which the hours normally worked, but
now on a specific date will be different.

In this example, you select April 9th.

The Exception card displays.

3. In the Production Hours group box, select or clear the check boxes to indicate the hours
during which work will or won't occur on this date.

4. Select OK.

5. Select Save.

6. Remain in the Resource Group app.

Add a Resource to a Resource Group

Next, learn how to add a resource to a resource group.

To add a resource to a resource group:

1. You are on the Details card.

If the Details card doesn't display, in the Nav Tree, select the Details node.

This is the very top node.

2. In the Nav Tree, select the Resources > Resource Details node.

The Details card displays.

3. Select New.

4. In the Resource field, enter the unique identifier for the resource.

5. Enter a Description to identify the resource you are entering. This text displays on various
reports throughout Kinetic.

6. In the Calendar field, search for and select the calendar for this resource. This calendar is the
default calendar used for a resource you are entering.

7. In the Resource Type field, search for and select Cell (C), Machine (M), or People (P). This
depends on what type of a resource you want to create.

25 January, 2023
 8. In the Class ID field, select the dynamic attribute class record that you want to use.

Notes:

l You must define an attribute class and its attributes using the Dynamic
Attribute Class app.

If you want to learn about how to set up a dynamic class with attributes for
an operation, resource group, and resource, refer to Creating Dynamic
Attribute Classes for Recipe Authoring.

The article includes multiple Related Articles that you can also review.

For the dynamic attribute class record(s) to be listed in this field, the
attribute class must relate to Resource. This is Related To field located in
the Dynamic Attribute Class app.

l Selecting a dynamic attribute class record activates the Attributes...

button.

9. Select the Attributes... button.

The Dynamic Attribute Values Entry panel opens with the Values card in view.

10. On the Values card, select New Attribute Quantity.

There can be a lot of variations, depending on how you set up you dynamic
attribute class and its attributes.

Assume your dynamic attribute class is called 'Width' and it holds a Decimal
attribute (Data Type). In such a case, the grid that displays on the Values card
would be called 'Width'. Once you select the New Attribute Quantity , you can
select a decimal value inside the grid.

However, this is just an example and it depends on what attribute(s) your class
holds.

11. Select OK to close the Dynamic Attribute Values Entry panel.

12. Optionally, select the Finite Capacity check box to indicate the resource works only during a
specific number of hours each day. Any operation linked to this resource is not scheduled over
this capacity limit.

13. Define the Input and Output warehouses and bins.

26 January, 2023
14. In the Backflush Warehouse and Backflush Bin fields, select a warehouse and bin.

15. If you want to use the costing values you defined for your resource group, select the Use
Resource Group Values check box.

If you don't, define the costing burden and labor rates for production and quoting.

For field descriptions, refer to the Add a Resource Group topic above.

16. In the Daily Production Capacity field, specifies a value that represent the amount of non-time
units the resource can produce in a day.

You can use this setting to mark a resource as constrained in a way other than time. For
instance, a resource may only be able to produce a certain number of cubic yards of cement
per day, or an oven may only have a certain number of racks that can be filled in a day.

Notes:

l For example, an oven resource contains 4 racks. This is its Daily

Production Capacity. If one part takes up 1/4 of a rack as it's being
manufactured, enter .25 as its Production Consumption Rate at the job or
method of manufacture level. If a job has a production quantity of 16, it
would consume all 4 racks for the day.
l The value you enter in this field will have no effect on scheduling unless
you define a Production Consumption Rate value in the following locations:
l Job Entry
l Engineering Workbench

17. In the Concurrent Capacity field, enter a value that specifies the amount of capacity available
on the resource that can run during a specific moment in time.

This value is a non-time constraint that prevents scheduled operations from overloading the
resource. This is because the resource has, at any given time, only this defined amount of
concurrent capacity available.

Use this value when you have different operations with items you produce using the same
resource. If this value is defined, the engine adds another modifier in addition to time. When
this Concurrent Capacity value is reached, the engine will not schedule additional operations
at this resource – even if more capacity or time is available. The engine will then schedule the
operation when both time and concurrent capacity are available.

For example, 'Operation A' needs an oven rack from 1:15 to 3:30. If 'Operation B'
is already using 4 racks between 2:01 to 2:15, 'Operation A' will not be scheduled

27 January, 2023
 during this requested time. If you forward schedule then 'Operation A' would be
rescheduled with a new start time of 2:15. If you backward schedule then
'Operation A' would be rescheduled using a new end time of 2:01.

The scheduling engine checks to make sure the concurrent capacity for a resource is not
exceeded during a specific time. If concurrent capacity is exceeded then Kinetic schedules the
operation at the next available time.

18. If the resource is a tool or something else has a part number associated with it, enter that part
number in the Linked Part field and press Tab. You can also search for and select a part.

19. If applicable, specify the asset number for this resource using the Asset Number field.

Asset Number License Rules

l If you don't have the Asset Management license installed, the Asset Number field
remains active and you can enter a value in this field. However, the entered value is for
informational purposes only.
l If you do have the Asset Management license installed then Kinetic will link the asset
value you enter in this field with the existing asset record entered in the Asset app.
20. The Equipment ID field displays the identifier for the equipment record (if any) associated with
this resource.

21. If you want to create a capital equipment record for this resource, select the Create check box.

You create an equipment record using the Maintenance Management module.

This allows you to identify the resource as a capital piece of equipment, for which
maintenance tasks are being tracked in the Maintenance Management module.
You can update the resulting record in the Equipment app.

22. In the Operation field, search for and select an operation you want to associate with this
resource.

23. In the Operation Standard field, search for and select the operation standards you want to
associate with this operation.

The default setup and production estimates from this operation standard will also
be the defaults for any job, quote, or part where this resource is part of the
method of manufacture.

24. In the Inspection Plan field, search for and select an inspection plan being used for calibration
of the piece of equipment (if any) associated with this resource. You select an inspection plan
if the Enhanced Quality Assurance module is being used.

28 January, 2023
25. In the Specification ID field, search for and select a specification being used for calibration
ofthe piece of equipment (if any) associated with this resource. You select a specification if the
Enhanced Quality Assurance module is being used.

26. The Last Calibration Date specifies a date when the item was calibrated using the Inspection
Data Entry process.

27. Select Save.

28. You also define the following settings for the resource.

Capabilities

Review the capabilities that a resource possesses on the Resources > Capabilities card.
Resources are associated with capabilities in the Capability app.

For more information on capabilities, review Creating Capabilities.

Calendar

Enter working day exceptions for the resource with regards to the calendar assigned to the
resource.

For more information on calendars, review Adding a Production Calendar.

Machine MES

Specify whether the entered resource will be synchronized with a machine Data Collection
(DC). Use this card to define certain resource parameters that apply to a machine DC tool
only.

You can specify the following fields:

l Num Cavs - The total number of cavities for the tool. If the resource type for the
resource is T (Tool), the value cannot be 0.
l Runner Wt - The amount of excess material that is consumed during a machine cycle
and that does not go into the resulting part.
l Setup Time - An estimate of the amount of time that is required to setup the tool before
the job will be ready to produce parts. The Job Schedule uses this value to adjust
forecasted start/end times for non-running jobs.
l Tear Down Time - An estimate of the time that is required to tear down/uninstall this tool
after the job is complete. The Job Scheduled uses this value to adjust forecasted start
times. Tear down time is not supported in Kinetic, but it is in Advanced MES (Mattec).
You enter the time in minutes.

29 January, 2023
 l Misc Info - Additional notes about the tool. This is a user definable field.
l Pm Map No - The preventative maintenance map selected for this tool. PM maps are
collections of PM codes used for preventive maintenance tracking and forecasting.
When you create machine maintenance codes, you can set up the application to
forecast the next maintenance based on the machine run time, calendar time, or
machine cycles.
l Brand - The tool maker for the tool.
l Loc ID - Location of the tool.
l Setup URL - A web address (URL) of a setup sheet that is associated with this tool. You
can view the web-based setup sheet using the Document Control Center or by pressing
the View Document button. The Setup URL displays in the Mattec application to the
shop floor and can be used to set up instructions.
l Last Sync - The date and time that this resource record was last synchronized between
Kinetic and the machine DC.
l Sync Required - Indicates that data for a resource record has changed and a
synchronization to the Mattec MES application is required to synchronize the data. This
check box is automatically selected when the data between Kinetic and the machine DC
application for this resource is out of sync.
The Sync Required check box enables for new resources and when any of the following
data changes for an existing resource that synchronizes with a machine DC:

l Resource type
l Machine MES (check box)
l Number of cavities
l Runner weight
l Resource description
l Setup time and tear down time
l Status
l Miscellaneous info
l Brand and location
l (PM) Preventative maintenance map
l Setup URL
Mobile

Use the Mobile card to mark a resource as Mobile Resource.

Mobile resources are used in the mobile application and are linked to mobile operations. A
mobile operation must satisfy one of the following criteria:

30 January, 2023
 l At least one resource marked as Mobile Resource must be linked to a mobile operation
in the Job Entry app and an employee record in the Employee app. The resource must
be set as Location in the Resource Group app.
l At least one resource group that includes a resource marked as Mobile Resource must
be linked to a mobile operation in the Job Entry app. The resource group must be set as
Location in the Resource Group app.

When you assign a resource group record, which contains a mobile resource, to
a mobile operation in the Job Entry app then the Resource field located in the Job
Entry app must be void.

29. Select Save.

30. Exit the Resource Group app.

31 January, 2023
Creating Operations
Operations define the processes your company uses to manufacture product.

They are manufacturing tasks like Welding, Painting, Cutting, Stamping, Bending, and so on. There
are two types of operations: in-house operations you perform through your company and
subcontract operations you send out to an outside supplier.

In the Operation app add operations that employees must perform when working on a job.

Adding New Operations

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

2. Select New to add a new operation.

3. Name the operation and fill in the description.

4. Select the type:

l Manufacturing - Indicates this operation is used for manufacturing jobs.

l Service Call - Indicates this operation is used for service call jobs.
5. If applicable, select the Buyer who handles this subcontracted operation for your shop. Your
selection is used in the automated purchasing functions.

6. Assign an Analysis Code to this operation in order to segregate job costs in Project Analysis.
Use these codes to group materials, operations, assemblies, and headers together. You then
run a project analysis using a specific analysis code. Leverage this code to compare costs
across defined bill of material areas within all selected jobs.

7. Enter the Rough Cut Code assigned to this operation. Rough cut code includes modifiers to
further define production parameters used during rough cut scheduling. This scheduling
calculation uses the Need By Dates and Lead Time values on each material and operation to
calculate how much time is required for each job to finish its operations and gather its
materials. The rough cut scheduling formula infinitely schedules these future jobs. By
selecting a rough cut code, you include additional parameters, like Minimum Change and
Maximum Change for Setup Time, that fine tune the rough cut scheduling results. You create
rough cut codes within Rough Cut Parameter Maintenance.

You can also leave this field blank, which indicates the revision will not use rough cut
parameters during the MRP process.

32 January, 2023
 8. Use Send Ahead Type to define the offset calculation method used in order to more
accurately schedule a second operation in a Start to Start operational relationship. Start to
Start is an operation relationship that assumes you want to begin two operations at the same
time. In reality, however, you will likely start the first, or predecessor, operation before the
second, or subsequent, operation. The second operation is scheduled to start after the offset
period defined on the first operation.

Available Send Ahead Types:

l Hours - Indicates the offset period is calculated using a set number of hours.
l Pieces - Indicates the offset period is calculated using a set part quantity completed on
the previous operation.
l Percentage - Indicates the second operation will begin after a set percentage of the first
operation's duration has passed.
The value you define on the operation record is the default Send Ahead Type. Whenever this
operation is included on a method of manufacturing, this type value displays by default. If you
wish, you can override the default Send Ahead Type on a specific method.

9. For Send Ahead Offset, enter additional time required before a second operation can begin
work in a Start to Start operation relationship. Start to Start is an operation relationship that
assumes you want to begin two operations at the same time. In reality, however, you will likely
start the first, or predecessor, operation before the second, or subsequent, operation. The
second operation is scheduled to start after the offset period defined on the first operation.

Enter the time you need in this field. This offset time can be calculated by hours, pieces, or a
percentage of the total operation length. This value can also be entered manually by the user
on the primary operation.

The value you define on the operation record is the default Send Ahead Offset value.
Whenever this operation is included on a method of manufacturing, this value displays by
default. If you wish, you can override this default value on a specific method.

10. Use Primary Production Operation Detail and Primary Setup Operation Detail to select the
capability, resource, or resource group that will be used as the main item for production/setup
labor and burden costing purposes. All the items attached to the operation through the
Scheduling Requirements cards display on these lists.

11. After selecting the Create Shop Warning check box and/or the Send Shop Warning Alert
check box, in the Variance Under % field, enter the shrink percentage for the operation that
should trigger the application to create the particular application action (warning or alert) that
you selected.

This value is the under-production delta. The application looks for a variance between the
actual and estimated production quantities of the operation. If the variance is greater than the
percentage you enter in this field, the application will create a shop warning and/or alert,
depending on the application action you selected.

33 January, 2023
 Also, enter the increased production percentage for the operation that should trigger the
application action (warning or alert) that you selected in the Variance Over % field.

12. Select Recalculate Expected Yield check box if you want the application to adjust the job
production yield of any job that uses this operation and has been flagged to use the automatic
recalculation feature. The application will adjust the job production quantity only if the
operation results in under-production. Because of this feature, the option is only an under-
production delta. You enter this threshold in the Recalculate Yield Under % field on this card.
(If you want to monitor over-production, use the Create Shop Warning check box and/or the
Send Shop Warning Alert check box and set a threshold in the Variance Over % field on this
card.)

To determine if under-production has occurred, the application looks for a variance between
the actual and estimated production quantities of the operation. If the variance is above the
threshold established for this operation in the Recalculate Yield Under % field on this card, the
application automatically changes the estimated production yield quantity of the job that uses
this operation. The recalculated quantity displays in the Prod. field (Quantities section) in Job
Entry . (The original job production quantity is not displayed in Job Entry but is available for
reporting purposes. Your system administrator will need to create the report through Crystal
Reports or dashboards.)

For this setting to activate, the Production Yield check box on the Job Entry > Header card
needs to be selected for the job that uses this operation. If a job uses multiple operations, you
need to select the Recalculate Expected Yield option for each of the operations in Operation
Maintenance.

13. After selecting the Recalculate Expected Yield check box, enter the threshold for under-
production in the form of a percentage in the Recalculate Yield Under % field. If the
application finds a variance between the actual and estimated production quantities of the
operation, and that variance is greater than the percentage you enter in this field, the
application will recalculate the expected production yield quantity of any job that uses this
operation and has been flagged to use the automatic recalculation feature, and it will adjust
the job production quantity.

Tip: If you enter a zero value in this field, yield will never be recalculated
automatically. If you want to trigger automatic recalculation, enter a higher
percentage or do not select Recalculate Expected Yield check box. For example,
enter 3 to maximize yield recalculation.

14. Select Save.

15. Remain in the Operation app.

34 January, 2023
Define Attributes
If you are creating a recipe using the Recipe Entry app, you can define attributes for your operations,
resource groups, or resources.

You can only define attributes if you install the Recipe Authoring license.

To define attributes:

1. You are on the Detail card.

If the Detail card doesn't display, in the Nav Tree, select the Details node.

This is the very top node.

2. In the Class ID field, select the dynamic attribute class record that you want to use.

You must define an attribute class and its attributes using the Dynamic Attribute
Class app.

For the dynamic attribute class record(s) to be listed in this field, the attribute
class must relate to Operation. This is Related To field located in the Dynamic
Attribute Class app.

Selecting a dynamic attribute class record activates the Attributes... button.

3. Select the Attributes... button.

The Dynamic Attribute Values Entry panel opens with the Values card in view.

4. On the Values card, select New Attribute Quantity.

There can be a lot of variations, depending on how you set up you dynamic
attribute class and its attributes.

Assume your dynamic attribute class is called 'Width' and it holds a Decimal
attribute (Data Type). In such a case, the grid that displays on the Values card
would be called 'Width'. Once you select the New Attribute Quantity , you can
select a decimal value inside the grid.

35 January, 2023
 However, this is just an example and it depends on what attribute(s) your class
holds.

5. Select OK to close the Dynamic Attribute Values Entry panel.

6. Select Save.

7. Remain in the Operation app.

Scheduling Operations
Use the Scheduling Requirements cards to add capabilities, resources, or resource groups to the
maintenance operation. You add these items for scheduling, labor, burden rates, and costing
purposes.

For each scheduling requirement you add to a maintenance operation, a maintenance operation
detail record is created. You can only add two detail records to each maintenance operation.

Tip: If you have the Advanced Planning and Scheduling license installed, you can add
an extensive number of resource groups and resources to the operation. You can also
add capabilities to the operation.

Operations can also be linked to a capability. A capability is a skill or ability that a resource can
possess. When an operation has a capability, the scheduling engine searches for resources that
share the capability. If a resources has available capacity, the resource is selected for the operation.
In the case where multiple operations are competing for the same resource, the scheduling engine
will place the operation load against the resource with the highest priority, then the next highest
priority, and so on.

An operation standard can also have a capability. When an operation standard is selected on an
operation, the scheduling engine searches for resources that share the capability defined on the
operation standard.

Capabilities and resource groups can be combined on an Operation Detail. Linking capabilities to
resource groups causes the engine to schedule only the resources that share a capability within the
selected group. Thus, it restricts the options that the scheduling engine can use for this capability.

To add a capability to the maintenance operation:

1. Select New in the Scheduling Requirements Capabilities card to add a new operation.
2. Enter the identifier for the capability in the Capability ID field.
3. Scheduling Blocks defines the number of scheduling blocks available for this capability. If you
need, you can enter a new value in this field. Scheduling blocks are base units of time

36 January, 2023
 calculated by the scheduling engine. They measure the load that needs to be placed against
each resource's capacity. Each scheduling block defines a specific amount of time that will be
allocated to handle the load. Blocks are used to place Production Time on the schedule. The
engine assigns scheduling blocks to a resource's available capacity. The blocks can vary in
length, depending on the quantity being produced and any adjustments defined on the
resource group or operation.
4. Use Prod Crew Size and Setup Crew Size to define the average number of operators in this
resource group that will be working on an operation simultaneously. This value is used as a
multiplier to calculate the estimated labor hours for each operation. This value defines the
production crew size that will be the default on methods of manufacture, quotes, and jobs that
use this resource group.

Do not confuse crew size with resources per operation. Think of crew size as a
factor that increases your planned labor cost, because more people will be
working the job.

5. Repeat steps to add the capabilities you need.

You set up the primary values for an operation within the Operation Maintenance program. Use this
program to define the default resources, resource groups, and capabilities that are needed to run the
operation. One or more resources are required for each operation.

When you engineer the job method, you indicate how the resources will interact with each other. For
example, to run a Cutting operation, you need a Fly Cutter resource. This resource is defined on the
Operation Detail within the job method. The operation also requires a Block resource, so you create
a second Operation Detail. Lastly, the Cutting operation requires an End Mill resource, so you create
a third Operation Detail. The scheduling engine considers these resources to be dependent on each
other. During its calculations, the scheduling engine will attempt to locate capacity that is available
for all three resources at the same time.

Tip: You can only assign two resources or resource groups to each operation. If you
use the Advanced Planning and Scheduling (APS) module, however, you can assign as
many resources/resource groups as you need.

l
Select New in the Scheduling Requirements Resources card to add a new resource.
l
Select New in the Scheduling Requirements Resource Groups card to add a new
resource group.

Adding RoHS to Operations

Use the Restrictions card to view and enter information related to RoHS (Restriction of Hazardous
Substances) processing by operation.

37 January, 2023
For each operation, you can specify the operation weight limit for the operation to be in compliance
with your RoHS restrictions and substances rules. You can also specify if the operation is a
subcontract operation.

l Use the Restrictions card to view and enter information related to RoHS restriction types.
l Use the Restriction > Substances card to view and enter information related to RoHS
substances.

Creating Inspection Plans for Operations

Use the Inspection card to assign an Inspection Plan and Specification ID to an operation.

Inspection Plans - Is used for the inspection of parts, operations and calibrations. These plans are
revision controlled and can be used with multiple specifications.

Specification ID - A specification controls individual inspection elements that need to be verified

against the specification. This data can be shown in multiple formats depending on its attribute
properties, for example, minimum and maximum values or a list of acceptable results.

Setting Up Operation Standards

Use Operation Standard Maintenance to define the default setup and production estimates for
specific operations. Operation standards are optional, but they can be useful if you have operations
that take the same amount of time, regardless of the part produced. You can standardize operation
times in the method of manufacturing and in the quoting process.

For example, the Shearing operation can take additional setup and operation time, based on the
gauge of the material.

You can only access this program from Operation Maintenance. To launch this
program, from the Overflow menu , select Standards.

Establishing Approved Suppliers for Subcontract Operations

You can approve a supplier, the operation and, if applicable, the customer associated with this
supplier. This customer is only linked to the selected operation within this approved supplier entry.

Select Approved Suppliers from the Overflow menu .

38 January, 2023
Creating a Part
You enter information on each part you manufacture or purchase within Part Maintenance. What
details do you need to specify? A part has a unit of measure for its unit of cost, physical dimensions
for storage or shipping. You can assign parts to part groups or part classes. You can also switch on
such features as serial part tracking or constrained materials - when you activate them, the other
programs handle the parts in the different manner. Using Part Maintenance you can also specify
non-stock status, weight, and warehouse information (primary warehouse and bin, and minimum,
maximum, and safety stock quantities).

Enter General Part Details

On the Detail card, set up new part records, enter part number, description.

1. From the main menu, navigate to Material Management > Inventory Management > Setup >
Part.

2. Select New to add a new part.

3. Enter the part ID and its description.

4. Select the type of the part:

l Purchased - These are parts you normally purchase from external suppliers and use as
raw materials.

l Manufactured - These are parts you normally manufacture and sell to your customers.

l Sales Kit - These are sales kit parts that are sold together as a sales kit.

l Planning BOM - These parts define all the possible material combinations that are used
in the method of manufacture for related finished good items. The related finished good
items are known as Planning Pool Parts. Planning BOM parts are then used to generate
forecast demand for the Planning Pool parts

The following rules apply if you set a part to Planning BOM. However, the rules don't
apply to the materials you add to the Planning BOM part's bill of materials:

l You cannot setup replenishment/kanban actions against the part.

l You cannot cycle or physical inventory count this part.
l The part cannot be part of the RoHS compliance.
l You cannot use the part in Master Production Schedule (MPS).
l You cannot set this part to a different part type in other sites.

39 January, 2023
 l The part cannot include a subcontract operation.
l The part cannot be set to a salvaged part.
l You cannot add materials that hold the Planning BOM part type.
l You cannot add co-parts that hold the Planning BOM part type.
l If a job is an un-firm job and the job header part holds the Planning BOM part type,
you cannot add a co-part.
l If a job is a firmed job it cannot include the Planning BOM part on the job header.
l You cannot firm un-firmed jobs that include Planning BOM parts on the job
header.
You can plan lower level parts based on an overall quantity of a parent part and sub-
assemblies, based on percentages rather than individual sold part numbers.

For example, assume you operate configure-to-order manufacturing environments

characterized by different product combinations, where a single combination is made
from a few key sub-assemblies. There could be situations where delivery lead times are
shorter than manufacturing lead times. As a result, you need to start building key sub-
assemblies based on anticipated demand, and assemble specific configurations only
after you receive customer orders.

Assume you are building taxis. Thirty percent of the vehicles you sell are right-hand
drive, seventy are left-hand drive, sixty are powered by gasoline and forty percent are
diesel. In such a scenario, your Planning BOM part would be called Taxi and the part
would include four materials or sub-assemblies, depending on whether you purchase or
manufacture them (LeftHand, RightHand, GasolineTaxi, DieselTaxi). The taxi variations
could also have some combinations in common. For instance, all the variations come
with the same leather or fabric interior. As a result, you would add additional materials
when creating a bill of materials in the Engineering Workbench. In this case, TaxiFabric
and TaxiLeather. Therefore, the Engineering Workbench would include six materials for
the Taxi part.

When you enter the materials in the Engineering Workbench, you next define the
Planning Percentage for each material. You do this by using the Planning Percentage
field located on the Material Detail card. For example, you enter 30% for the right-hand
drive, 70% for the left-hand drive, 60% for gasoline, and 40% for diesel. You also enter
50% for fabric and leather as you have sold half of each variation last year and you know
you will probably sell the same amount this year.

You forecast one hundred units from January till December. Therefore, you enter a
forecast (Forecast Entry) for the required units. When you run the Material Requirement
Process (MRP), Kinetic examines the BOM for the Taxi part and looks at the Planning
Percentage values you entered for each materials listed in this example. Next, it builds
un-firm jobs or creates purchase order suggestions for the required amount, so you are
prepared once the sales order comes in.

40 January, 2023
 Finally, when you enter a sales order, let's say for five units of the left-hand, gasoline,
and leather variation, and run MRP again, Kinetic will reduce the overall planning
percentage in your forecast based on the ordered quantity and the ordered part's
materials.

The ordered part in this example must hold a unique part number in the
database and the method of manufacture that is compatible with the
ordered variation. The parts that can be ordered are called Planning Pool
Parts and are setup on the Planning BOM part under the Planning Pool
section of the Part app. Note that the objective of this feature is to have all
the required materials available and based on the entered Planning
Percentage value.

5. Specify the country of origin, weight, units of measure.

6. Use the following check boxes, if necessary:

Here is more information about the check boxes:

l Hold - Indicates this part is on hold from the normal flow of operations. To place a part
on hold, select this check box. When you select it, it enables the Hold Date field, and a
field below it where you select a code that denotes the reason for the part hold. This
check box is cleared by default.
l Run Out - Indicates that you want to phase this part out of your business.
l Web Saleable - Select the check box if part can be sold over a web site.
l Constrained Material - Select this check box if the part is considered constrained for job
scheduling purposes. The Scheduling engine determines when material will be
available for an operation (including subcontract operations), and uses that date as the
starting point for the related operation.
l Track Lots - Indicates if this part is a lot tracked item. When a part is lot tracked, you
need to specify lot number reference every time you enter an inventory transaction for
this part. Kinetic stores this reference with every inventory transaction for reporting and
audit purposes. You can select this check box for both purchased and manufactured
parts. Selecting of the Track Lots check box enables the Lot card.
l Package Control Specific UOMs - If you are using Package Control (PCID) functions,
this indicates if associated packaging information is part specific or has been defined at
the UOM code/UOM class level in the UOM Class Maintenance > UOMs card.
l Track Multiple UOMs - Specifies if inventory balances for this part should be stored in a
single base unit of measure (for example, Each), or if the application should store and
track inventory balances for the part in multiple units of measure (for example, Each,
Feet, Inches).
l Track Serial Numbers - Indicates if this part is a serial tracked item.

41 January, 2023
 l Shipping Docs Received - Select this check box to indicate that certificate documents
are required before a shipping transaction can be saved.

7. Select Save.

8. To duplicate the part, select Duplicate Part from the Overflow menu.

42 January, 2023
Specify Accounting Information
Use the cards in the Accounting section to define the accounts and journal codes available to the
posting processes for Part Maintenance and to define the part-specific tax exemptions.

To use the cards in the Accounting section:

1. Select Accounting in the upper part of the page.

2. On the GL Control card, you can associate one or more GL controls with a record in this setup
program. Each control associated with a record must belong to a different control type.

3. Define the part-specific tax exemptions on the Tax Exemptions card.

Enter Reporting Details

Review the cards in the Reporting section to define the reporting functionality associated with the
part.

43 January, 2023
To use the cards in the Reporting section:

1. Select Reporting in the upper part of the page.

2. Use the Comments card to enter manufacturing and purchasing comments that are
associated with a part. If you have standard comments that never change, or change only
slightly, you only need to enter them once in the Part Maintenance. They display for specific
jobs, quotes, sales orders, or purchase orders, and can be changed at that time.

3. Expand the cards RoHS Restrictions and RoHS Substances to specify which parts in Part
Maintenance need to be identified as Substance Restricted parts.

Use the Restiction > Detail card to specify a Substance Restriction Type for a part.

4. Use the RoHS Substances > Detail card to specify the substances, by weight percentage,
that are included in the Substance Restriction Type for a part.

44 January, 2023
 5. Enter an exempt date for substances that are exempt for a part. After this date, the substance
can be declared as exempt again for a certain period or as restricted. You can also enter an
exempt certificate identifier.

6. Expand the Country of Origin card to designate the countries of origin for this part. This
denotes the specific countries in which the item was manufactured, produced or grown, and
the percentage makeup based on quantity or value of the raw materials.

Some European countries require reporting of the specific countries of origin and relative
content/value percentage breakdowns per country when parts arrive from other European
Union (EU) countries. The rules determining the country of origin vary greatly, depending on
the industry and country to which or from the product is being shipping. The content and value
percentage breakdown is a labeling requirement for some industries. This information can be
overridden for specific shipments throughout the application.

Insert Integrations
Use the cards in the Integrations section to enter various integration-specific information related to
the part record.

To use the cards in the Integrations section:

45 January, 2023
1. Select Integrations in the upper part of the page.

2. Use the Manifest Info card to enter manifest carrier information that should be sent to an
interfaced shipping product, in particular Agile or Insite. The application does not specifically
use this information, but it is available for a custom report that you may wish to build.

3. Use the Mobile card to mark the part record in focus as a Mobile part.

46 January, 2023
 Only parts marked as Kinetic are transferred to the Kinetic application. This also applies to
anything linked to those parts, such as stock, for example. This is to limit the amount of data
transferred. For instance, some companies store parts used for selling, and other parts for
manufacturing or internal use only.

4. On the External CRM card, define options used to integrate a part entered in the Kinetic
application with an external Customer Relationship Management (CRM).

5. Use the Machine MES card to view integration information for a part entered in the Kinetic
application with an external Data Collection (DC).

47 January, 2023
 6. Expand the Dealer Network card to specify if a location inventory record is created for the part
during shipment and how.

7. Select Save.

Add Part Attributes

The Attributes card allows you to enter standard attribute information utilized by the Package
Control ID (PCID) functionality when it processes this part and dynamic attributes information.

Standard attributes include:

l Dimensional information (length, width, height, thickness and inner/out diameters) used to
ensure the part will fit in a specified container/package.

l A photo graphic file and general information for the part, including durometer, specification,
engineering alert and condition.

48 January, 2023
 l Commercial information for the part, including branding, category, style, size and color.

l Designation if the part is compliant, a restricted item, a safety item or is a gift card item.

Create Revision
You create revisions for manufactured parts. Each part can hold multiple part revisions and each
revision holds a specific method of manufacture that you create in the Engineering Workbench app.

Once you create a revision and define its method, you can then pull this revision to
quotes and jobs.

1. In the Nav Tree, select the Revisions > Detail node.

The Revision Detail card displays.

2. Select New Part Revision.

3. In the Rev field, enter a revision ID.

49 January, 2023
 For example, enter 'A'.

4. In the Description field, enter a description

For example, enter 'Initial Design'.

5. In the Effective Date field, enter a date date on which this revision becomes effective.

Kinetic uses this date to determine the default revision whenever a part with
revisions is entered.

For example, if you have part XYZ with revisions A (effective 05/02/21) and B
(effective 01/15/22), then revision B displays as the default for a job entered on
01/20/22.

The fields and check boxes include:

l ECO - Specifies an optional engineering change order reference. This field is for
reference only.
l ECO Group - Specifies the engineering change order group to which the revision
ischecked out. This field is for display only.
l Site - Specifies the site where this revision is manufactured.
l Concurrency - Identifies whether the co-parts are processed concurrently or
sequentially. The default is sequential. The selected value determines quantity reporting
and costing.

l If sequential then the quantity requirements of the co-parts are factored in the
total cost of the revision and then split according to the labor/material cost split set
up in the co-part.
l If concurrent then only the quantity requirement of the main part is considered
and then divided by yield to determine the total cost of the revision and then the
labor and material cost factors are used to split the costs.
l Approved/Not Approved - This check box indicates whether this revision has been
approved for use. Only approved revisions will be considered valid revisions in entry
apps.

Once a revision is Approved, you cannot make any changes to tha trevision or enter any
bill of material or routing information, so in order to check the revision out to an ECO
Group for maintenance, you must clear the Approved check box.

50 January, 2023
l Machine MES - Select this check box to indicate that the part is integrated with an
external Data Collection (DC). You select this check box only for top assembly parts.

For example, a top assembly part A includes two materials, B and C. If you
mark part A as Machine MES then materials B and C will be exported to an
external MES, because they are used for manufacturing of part A. Part
records in Kinetic that are considered materials in an external MES, don't
have to have the Machine MES check box selected.

l Validate Ref Designators - If selected, this check box specifies if Kinetic should perform
the following validations of reference designators when creating and approving methods
of manufacture for the part revision:

l Determining if it is a valid number of reference designator for each material

record.
l Determining if the reference designator being used is unique.
Select the check box to perform these validations for the part revision when the part is
entered into the Engineering Workbench or Job Entry apps. When Kinetic performs
these validations, it displays an error message if the validations fail, and prevents the
revision from being checked in. Clear the check box if these validations should not be
performed when creating and approving methods of manufacture for the part revision.

l Co-Parts - If selected, this check box indicates the selected part has co-parts
associated with it.

l Use Stage Numbers - Indicates if this revision is to use stage number or operations on
materials. If you select this check then Kinetic will use the staging numbers. If you keep
this check box cleared then the operation sequences are used instead.

l Configurator ID - Search for and select a configurator record that you want this part
revision to be linked with.

You must first create a configurator record using the Configurator Entry
app. Assigning a Configurator ID links the part revision to a specific
configurator process you design for your configurator using the
Configurator Designer app.

l Configurable - Indicates that the revision has either a configuration linked to it or the bill
of materials (BOM), created for the revision through the Engineering Workbench app,
contains a material or sub-assembly that has a revision with a configuration linked to it.

If the revision for the current part doesn't have a configuration, you can still select the
Configurable check box because its BOM contains a material or sub-assembly that has

51 January, 2023
 configuration. Or, it has a material or sub-assembly which itself has a configurable
material or sub-assembly in its revision.

For example, if a revision is approved then Kinetic launches a

Configuration Sequence process (visible through the System Monitor app)
that proceeds through all of the sub-assemblies/materials in the BOM for
the current part, and searches for configurations in them and inside any
lower-level BOMs. If any are found, the part revision in question is marked
as Configurable. After this, the same process branch upwards, going to
any part that contains the current part as a sub-assembly and then
recalculates its Configured field by performing the same logic that was
executed for the original part (goes through all of its sub-
assemblies/materials).

l Primary - Select this check box to mark the part as a primary part. Once you link a part
to a configurator using the Configurator ID field and select this check box, the part you
are linking the configurator with will automatically default in the Configurator Rule Entry
app, when you search for and select the configurator record.

To be able to select this check box you must first select a configurator in
the Configurator ID field.

If you clear the Configurator ID from a part that is marked as Primary then
the Primary check box automatically clears.

If you add another part record and link it to the same Configurator ID and
mark this part as Primary then Kinetic will replace the current primary part
and clear the Primary check box on the replaced part.

l Web Configurable - If selected, this check box indicates the revision can be configured
in StoreFront.

l Rough Cut Code - Identifies the rough cut code to which this revision is assigned.
Rough cut code includes modifiers to further define production parameters.

l Sync Required - Indicates that data for a part revision record has changed and a
synchronization to the Mattec DC application is required to synchronize the data. This
check box is automatically selected when the data between Kinetic and the external DC
application for this part revision is out of sync.

l Recipe - Specifies a recipe the part revision is associated with. You enter recipes using
the Recipe Entry app. For this field to display a Recipe ID, you must enter this part on

52 January, 2023
 the recipe you create.

The following logic applies:

l A manufactured part you enter on your recipe cannot hold a revision

in the Part app, since you define a revision when you create a recipe
in the Recipe Entry app. If your part holds a revision and you try to
create a recipe for this part then you cannot define a revision ID on
your recipe that is identical to the revision entered in the Part app.
l If a Recipe ID displays in this field, that is if a part is entered on a
recipe in the Recipe Entry app, then you know the part revision is for
the Process Manufacturing. If it doesn't then it is for the Discreet
Manufacturing.
l When you check out a part revision that holds a Recipe ID then
Kinetic launches the Recipe Entry app instead of the Engineering
Workbench.
l This field only displays if you install the Recipe Authoring license.

l Recipe Description - Specifies a description of the recipe associated with the selected
or created part.

This field only displays if you install the Recipe Authoring license.

6. Select Save.

7. Remain in the Part app.

Set Up Substitutes and Complement Parts

Use the Alternates card to set up substitute and complement parts for an item in your part record.
When you enter sales quotes, sales orders, or purchase orders for this part, a list of part substitutions
is available.

When you use complement items in Sales Order Entry or Opportunity/Quote Entry, the application
adds a new line that contains the new complement item. When you use substitute items in Sales
Order Entry or Opportunity/Quote Entry, the application substitutes another part in place of the
originally ordered item.

To add the record:

53 January, 2023
 1. From the Overflow menu, select New .

2. In the Alternate Part field, specify the part number that can be used as an alternate, substitute,
or complement for the original part you are maintaining. Enter a description for the part.

3. In the Alternate Type field, specify if the alternate part number is a Substitute or Complement.

4. If Substitute was selected in the Alternate Type field, use the Substitute Type field to specify if
the substitute part is a Comparable, Upgrade, or Downgrade type item.

5. In the Suggested Qty field, specify the quantity of the alternate part being used per each base
unit of measure for the original part. Select the unit of measure in which the suggested quantity
is being expressed.

6. Select Save.

Specify UOM Details

Expand the UOMs card to view unit of measure (UOM) information and to enter UOM conversion,
net volume, and product code information for the part/UOM combination. Global Trade Item Number
(GTIN-14), European Article Number (EAN-8, EAN-13 and EAN-14) and Universal Product Code
(UPC-12) product codes are unique registered numbers that identify a specific part and UOM. An
example of a product code is the UPC bar code found on most consumer items purchased in the
USA and Canada.

Other product codes that can be entered in the UOMs aard are used in various circumstances in
different regions but are all similar to the UPC bar code. Optionally, you can also specify an Health
Industry Barcode (HIBC) product code for the part/UOM combination. This product code is intended
for medical devices distributed throughout the US. This code applies a unique device identifier to
these medical devices, as required by the FDA. All part entry fields in the Kinetic application allow for
entry or scanning of product codes in lieu of entering an actual part number. If one of the product
codes is entered or scanned in a part field, the application replaces it with the internal part number
and the correct UOM. The appropriate product code can also be printed on transaction documents,
such as a receiving transaction.

54 January, 2023
Set Up Lot Attributes and Generation Parameters
If you select the Track Lots check box for this part, the app enables the Lots card.

On the Lots card, set lot attributes and lot generation parameters. After that, you can generate lot
numbers from Lot Number Entry.

You can access the Lot Number Entry from the Overflow menu . The current part
displays with its associated lots.

1. On the Attributes card, specify which additional lot attributes you need whenever a new lot is
first created or used for the specified part.

About Lot Attributes

55 January, 2023
The lot attributes store information that you can track at the lot level for a lot-tracked part. They
are available for use with Lot Number Entry and on certain reports / labels, and search apps.

You can also see the attributes when the Create New Lot from Transactions and Create New
Lot from Handheld app display. The Create New Lot from Transaction app only displays
when you need to enter at least one of these additional attributes for a specific part. If there is
no requirement for entry of additional lot information for the part, these apps don't display
during processing of the transaction.

The defaults for the fields on the Lots card come from the settings on the Company
Configuration > Inventory > Lots card for the current company. You can override them for
specific parts. If you don't change the default attributes, Kinetic simply uses the defaults
defined in Company Configuration as the lot defaults for the specified part. You can remove
these attributes from a part at any time, but you can only add them if no inventory balances
currently exist for the part. An error message displays if you remove attributes, and inventory
balances exist for the part.

You can define the following lot attributes:

l Batch
l MFG Batch
l MFG Lot
l Heat Number
l Firware
l Best Before Date
l Original Mgf Date
l Expire Date
l Country of Origin
On the Attributes card, you specify whether the specific lot attribute is mandatory, tracked, or
not tracked during lot creation and processing for this part. You can select the following values
for an attribute:

l Mandatory - This attribute is required at the moment of the lot creation.

l Tracked - You can specify this attribute at any stage of the lot processing, either at the
moment of the lot creation, or later.
l Not tracked - You don't need this attribute for the lot at all.
If the lot attribute is Tracked, the app will prompt you on different stages of part processing that
this attribute can be defined for the part. In the Defer Lot Attribute Entry pane, you can specify
for each stage whether you don't want to receive such prompts from the application:

Manual Entry - Indicates that you don't need to receive prompts to specify lot attributes when
you enter a lot.

56 January, 2023
 Purchase Receipt - Indicates that you don't need to receive prompts to specify lot attributes
when you process purchase receipts.

Job Receipt - Indicates that you don't need to receive prompts to specify lot attributes when
you process job receipts.

Inspection - Indicates that you don't need to receive prompts to specify lot attributes when you
inspect materials or parts.

Quantity Adjustment - Indicates that you don't need to receive prompts to specify lot attributes
when you perform quantity adjustment.

Inventory counts - Indicates that you don't need to receive prompts to specify lot attributes
when you perform count processing.

Shipments - Indicates that you don't need to receive prompts to specify lot attributes when you
process shipments.

Inventory Move - Indicates that you don't need to receive prompts to specify lot attributes
when you move inventory.

Asset Disposal - Indicates that you don't need to receive prompts to specify lot attributes
when you enter disposals to fixed assets.

RMA - Indicates that you don't need to receive prompts to specify lot attributes when you
return materials.

2. On the Generate card, set parameters used to generate lot number strings for the specified
part.

The Lot Number Entry and transactional apps throughout Kinetic, such as Receipt Entry,
contain a New Lot icon that allows for generation of new lot numbers for the part. The
application uses the parameters defined on this card to generate the actual lot number string.
These parameters include lot prefix, assignment of sequential numbers, number of digits,
assignment of leading zeroes, and trailing date string structure.

57 January, 2023
 The following is information about the fields on the Generate card:

l Prefix - Specifies the characters or numbers that you need to assign as a prefix to lot
numbers generated for the part. You can select any free-form text.
l Trailing Date String - Specifies the structure of the trailing date string that append to the
end of the generated lot number string. For example, DD, MM, YYY.
l Non-Part Specific - Indicates that the app should assign the sequential lot number on a
non-part specific basis. Use the Global Lot Sequence field to select the Global Lot
Sequence code previously defined in Global Lot Sequence Maintenance. When
Kinetic generates new lot numbers for the part, it uses the next sequence number
designated in Global Lot Sequence Maintenance for the selected code to generate the
next lot number.
l Next Number - Displays the next lot number based on the lot generation parameters
defined on this card.
l Leading Zeros - Indicates if leading zeroes append to the beginning of the trailing date
string.
l Number of Digits - Specifies the maximum number of digits for the serialized integer
portion of the generated lot number.
l The next generated lot will be - Based on the lot generation parameters defined on this
card, this field displays the next lot number that the app will generate based on those
parameters.

3. Select Save.

Enter Site Information for Part

Use the Sites cards to enter and update site information for the current part.

To use the Sites cards:

58 January, 2023
1. Select to add a new site.

2. Select the site in the site column.

3. Specify site, warehouse, costing method, and other parameters.

4. Use the Planning card to configure site planning details.

59 January, 2023
The important fields include:

l MRP Planning (Group Box)

l Planning Time Fence - Displays the number of days, within which jobs, POs and
TOs cannot bechanged, starting from the current date.

l Reschedule Out Delta - This value is used by MRP to prevent generating

postpone suggestions. This parameter is similar to the Reschedule In Delta
parameter, but is used for postpone suggestions.

l Reschedule In Delta - This value is used by MRP to prevent generating expedite

suggestions.

For example, you work with the following entries:

l Job 123 on Feb 24 for 10 pcs

l SO 456 on Feb 21 for 10 pcs
The job due dates can only be changed if the change is more than a
week away.

Without a value specified for the Reschedule In Delta parameter

MRP generates an expedite suggestion for Job 123 to move it from
Feb24 to Feb 21. With the job that cannot be moved the engineer
needs to ignore the expedite suggestion which can get annoying.
With a Reschedule In Delta of 5 there will be no expedite suggestion
generated.

60 January, 2023
 l Process MRP - Select this check box if MRP should process this part.

l Auto Consume Stock - Select this check box to indicate, that when MRP creates
a job, it should verify the on hand quantities when a part being used as material is
marked as Pull As Assembly on the job's parent part. Clear the check box if it
should not.

When the MRP engine evaluates an auto-consumed part, it uses the Available to
Promise calculation to determine whether stock is available for materials marked
as Pull As Assembly, when required by the job. The expected stock on-hand
quantity for the material is then set as a Pull Quantity on the sub-assembly, and
the production quantity for the sub-assembly is reduced by the pull quantity.

Ahe Available to Promise calculation determines when some of this material

quantity will be available in the future. This quantity amount is then considered
when the MRP engine calculates whether a firm job (or jobs) should be created for
the sub-assembly through the Plan As Assembly functionality.

l Lot Sizing (Group Box)

l Multiple - This is the manufacturing lot size multiple. MRP creates jobs in
multiples of this field. Any excess amount will be sent to stock. Zero is no lot
multiple (lot-for-lot).

For example,

l Required Quantity = 500

l Lot Multiple =150
l Lot Maximum = 450
Kinetic generates two jobs with the production quantities of 450, and
150.

This field and the entered value also apply to purchased parts and
purchase suggestions created by the Generate Suggestions app.

l Min Lot Size - Displays the minimum manufacturing lot size for the short horizon
planning. If the required quantity is less than this amount, MRP creates a job with
this production quantity.

l Max Lot Size - Displays the maximum manufacturing lot size. If the required
quantity is greater than this amount, MRP creates additional job(s) to satisfy the
required production quantity.

61 January, 2023
 For example,

l Required Quantity = 500

l Maximum Lot Size =150
Kinetic generates four jobs with the production quantities of 150,
150, 150, and 50.

This field and the entered value also apply to purchased parts and
purchase suggestions created by the Generate Suggestions app.

l Days of Supply - Displays the number of days used to record the normal order
lead time for apart for this site. The parameter is optional. The value is used as a
default value in the job material detail records for the calculation of suggested
order dates.

l Short Horizon Planning (Group Box)

l Horizon Days - Specifies the number of days during which Kinetic uses the
values of the Short Horizon Min Lot Size and Short Horizon Max Lot Size
parameters instead of the values of the Min Lot Size and Max Lot Size parameters
correspondingly.

l Min Lot Size - Displays the minimum manufacturing lot size for the short horizon
planning. If the required quantity is less than this amount, MRP creates a job with
this production quantity.

l Max Lot Size - Displays the maximum manufacturing lot size. If the required
quantity is greater than this amount, MRP creates additional job(s) to satisfy the
required production quantity.

l Days of Supply - Displays the number of days used to record the normal order
lead time for apart for this site. The parameter is optional. The value is used as a
default value in the job material detail records for the calculation of suggested
order dates.

l Manufacturing Lead Time (Group Box)

l Cumulative (Kinetic) - Specifies the manufacturing lead time calculated by

Kinetic. The manufacturing lead time includes the lead time of lower level
materials (sub-assemblies), irrespective of whether they are marked as Pull as
Assembly or not. You cannot edit this value.

62 January, 2023
 For example, assume you produce part XYZ with 2 component
assemblies, 1 and 2. Part 1 has its own method of manufacture, but
it is a common component that you try to keep in stock. Part 2 is a
unique assembly that you need to make as part of the XYZ
manufacturing process. When setting up part XYZ's bill of materials
in the Engineering Workbench, select the Pull as Assembly check
box for part 2. When you enter a job for XYZ and get manufacturing
details from this method, part 1 will be a material requirement on the
job, and part 2 will be an assembly requirement, with all the
associated material and operation detail. In this case, Kinetic will
consider the lead time of both components, part 1 and 2, when
calculating the Cumulative Time for the XYZ assembly.

l This Level (Kinetic) - Specifies the manufacturing lead time calculated by Kinetic.
The manufacturing lead time includes the lead time of lower level materials (sub-
assemblies) that are marked as Pull as Assembly. You cannot edit this value.

For example, assume you produce part XYZ with 2 component

assemblies, 1 and 2. Part 1 has its own method of manufacture, but
it is a common component that you try to keep in stock. Part 2 is a
unique assembly that you need to make as part of the XYZ
manufacturing process. When setting up part XYZ's bill of materials
in the Engineering Workbench, select the Pull as Assembly check
box for part 2. When you enter a job for XYZ and get manufacturing
details from this method, part 1 will be a material requirement on the
job, and part 2 will be an assembly requirement, with all the
associated material and operation detail. In this case, the application
will consider the lead time of part 2 only, when calculating the This
Level Time for the XYZ assembly.

l Top Level (Kinetic) - Displays the manufacturing lead time calculated by Kinetic.
This is the lead time needed to generate the part at the level of this part only. The
manufacturing lead time does not include the lead time of lower level materials
(sub-assemblies). You cannot edit this value.

For example, assume you make part XYZ with 2 component

assemblies, 1 and 2. Parts 1 and 2 have its own method of
manufacture, but could be common components that you may keep
in stock. Kinetic displays the lead time for the XYZ part as if you
pulled the components from stock. Kinetic does not consider the
component's manufacturing lead times when calculating the lead
time for the XYZ assembly.

63 January, 2023
 l Manual - Select to enter manufacturing lead times manually.

l Scheduling (Group Box)

l Production Prep Buffer - Displays the value used to determine the start date of
preparing the part.

l Kit Time - Displays the value used by manufactured parts to determine the due
date of the material.

l Receive Time - Displays the 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.

When you schedule a job, the scheduling engine takes the

requested by date and subtracts the receive time to calculate a net
requested by date. Scheduling then takes the net calculated date
and works backwards to calculate the start date. For example:

l Requested by Date = 30/05/2021

l Move Time = 5 days
l Calculated net Requested by Date = 25/05/2021
l Start Date = 23/05/2021 (calculated by Scheduling based on
the net requested by date)

l Start Min Lot Qty (Group Box)

l Lead Time - Specifies the lead time for considering constrained materials when
determining if a quantity can be started on a job. The field is available when you
enable the Start Min Lot Qty option.

l Min Start Qty - Indicates the minimum start quantity at job split-up. The field is
available when you enable the Start Min Lot Qty option.

l Forecast Window (Group Box)

l Days Before - Specifies the number of days before the actual forecast date that
the forecast should include sales order demand. Along with the Days After field,
this field establishes a range/window around the forecast date in which sales
order demand should be included in the overall forecast.

For example, if this number is 15, then the forecast for November 20,
2021 includes all sales orders whose required due date is between
November 5, 2021 and November 20, 2021.

64 January, 2023
 This becomes a default value used in the Generate Purchasing Suggestions app.
Note that this setting may possibly result in the truncation of the forecast
quantities the app considers when generating the resulting purchase suggestions.

If the value in this field is zero then Kinetic considers the Day After
value set in the Company Configuration app.

You can also set the Days Before value on the Advanced Planning
Detail card. You launch this card using the Nav Tree by selection the
Sites > Detail > Advanced Planning > Detail node.

The setting on this card relates to parts that hold attributes

(Advanced Unit Of Measure), but the concept is the same.

l Days After - Specifies the number of days after the actual forecast date that the
forecast should include sales order demand. Along with the Days Before field,
this field establishes a range/window around the forecast date in which sales
order demand should be included in the overall forecast.

For example, if this number is 15, then the forecast for November 20,
2021 includes all sales orders whose required due date is between
November 20, 2021 and December 5, 2021.

This becomes a default value used in the Generate Purchasing Suggestions app.
Note that this setting may possibly result in the truncation of the forecast
quantities the app considers when generating the resulting purchase suggestions.

If the value in this field is zero then Kinetic considers the Day After
value set in the Company Configuration app.

You can also set the Days After value on the Advanced Planning
Detail card. You launch this card using the Nav Tree by selection the
Sites > Detail > Advanced Planning > Detail node.

The setting on this card relates to parts that hold attributes

(Advanced Unit Of Measure), but the concept is the same.

5. Use the Advanced Planning card to set up the planning parameters for the Material
Requirement Process for individual attributes that belong to the Dynamic Attribute Class you
link to a part.

65 January, 2023
 6. Expand the Warehouses card to enter and update warehouse information associated with the
current site.

7. On the Sales Kits card, set up a sales kit processing rules. The configuration options on this
card enable you to instruct the application on such issues as kit updates, shipping, and pricing.

A kit parent is the part name for which you set up configuration options. Once you select the kit
configuration options on the Sales Kits sheet of the kit parent, add components to build the kit.
You do not need to set up configuration options for individual components. Configuration
options set up for the kit parent apply to the entire kit.

8. Use the Cycle Count card to enter count parameters for specific parts in specific sites. These
parameters include specifying quantity, quantity adjustment, percent, and value tolerances.

9. Select Save.

Define Planning Pool for the Planning BOM Parts

If you set a part to the Planning BOM type then you need to define the Planning Pool parts, which
are the actual finished good parts that will be made and sold to end user. The Planning Pool parts
also consume the forecast demand of the Planning BOM.

66 January, 2023
 Review the Concept of Planning BOM example located in the Entering General Part
Details above. Using this example, you would enter all six parts on the Planning Pool
card.

To enter Planning Pool parts:

1. Once you open Part, select New.

You are on the Part card.

2. In the Part group box, define part ID and description.

Use the Part* and Description fields.

3. In the Type* field, select Planning BOM.

For more information about this field, refer to the Entering General Part Details
topic.

4. Select Save.

5. In the Nav Tree, select the Details > Revisions > Detail node.

The Revision Detail card displays.

6. Select New Part Revision.

7. In the Rev* field, enter the revision ID.

8. In the Description field, enter its description.

9. Select Save.

10. In the Nav Tree, select the Details > Planning Pool node.

The Planning Pool card displays.

11. Select New Planning Pool.

67 January, 2023
12. In the grid, in the Pool Part Number column field, enter the part number of the material(s)
included in the Planning BOM part's method of manufacture and press Tab.

For more information about the Planning BOM logic and concept, review the
information located in the Entering General Part Details topic.

You can also right-click in the Pool Part Number column field and select the Part
Search option.

13. Next, check out the revision to the Engineering Workbench so you can add materials and
Planning Percentage values.

Once you check out the part to the Engineering Workbench, add the materials
relevant to the Planning BOM part and define the Planning Percentage values.

These are the materials (parts) you entered on the Planning Pool card.

14. Select Save.

15. Exit Part.

68 January, 2023
Operations
This section details the operations available through Engineering. Each operation is described as a
workflow to help guide you through the process from start to finish. These programs 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.

69 January, 2023
Using Engineering Workbench
Run the Engineering Workbench to build and maintain the method of manufacture for a part. The
method of manufacture for a part consists of its bill of material (BOM) and its routing. The BOM is a
list of the component parts needed to produce the final part. The routing is a list of the operations and
shop resources that are needed to produce the final part.

Each method of manufacture for a part is associated with a specific revision. You must enter a
revision for a part before you can enter a BOM or routing information for that part. Once the revision
has been entered for the part, you must check the revision out in order to work on it in the
Engineering Workbench. You can check a revision out directly in the workbench, or you can pull the
part revision up in the Part app and check it out to an existing ECO Group from there.

Creating EСO Group

The Engineering Workbench organizes its data through Engineering Change Order (ECO) Groups.
Before you can create or edit a part revision, you must create an ECO group that maintains and
tracks the part revision changes.

To create an ECO group:

1. From the main menu, navigate to Production Management > Engineering > General
Operations > Engineering Workbench.

2. Select New to add a new group.

3. Specify the Group ID and its description.

4. In the Due Date field, enter or select the drop-down to select the date by which this group’s
part revisions need to be complete.

5. Next, indicate when these part revisions are available for manufacturing within the Effective
Date field. Kinetic uses this date to determine the default revision whenever a part with
revisions is entered on a job or quote.

70 January, 2023
 6. Select Save.

7. Remain in the Engineering Workbench.

Checking Out Part

The next step in the process is to check out a part into the ECO group. This is the ECO group you
just created.

To check out a part:

1. From the Overflow menu , select Check Out Part.

The Part Revision Checkout panel displays.

2. In the Part field, enter your part and press Tab.

Notice the ECO Group field displays the created group.

You must create a part in the Part app where you define its revision. Remember,
you are checking out part's revision and not a part itself. Each part can hold
multiple part revisions.

3. On the Revisions card, in the grid, highlight the revision you want to check out.

4. Select OK.

Now the revision is checked out to the previously created ECO group.

5. Remain in the Engineering Workbench app.

71 January, 2023
Adding Operation
Now that you have a part revision checked out to an ECO group, you can define the part's method of
manufacture by adding operations and materials.

To add an operation:

1. In the Engineering Workbench app, expand the Nav Tree.

The Nav Tree includes two nodes, Operations and Materials.

2. In the Nav Tree, right-click the Operations node and select New Operation.

In the Nav Tree, kinetic generates a new sub-node.

3. In the Nav Tree, expand the Operations > Opr:10 OP: node.

The Operation Detail card displays.

This is if you are adding the first operation into your method of manufacture.
However, if your method already includes some operations, your operation
sequence number may be different.

4. In the Nav Tree, select the newly created sub-node.

The Operation Detail card displays.

If this is the first operation you are adding, select Opr: 10 OP:.

5. In the Operation group box, in the Operation field, select your operation.

You can select any operation from the field's drop down. However, you must
create the operation in the Operation app.

6. There are some important fields that you can define for your operation.

The fields include:

l Production - This is the physical location where the resource works to produce
quantities during this operation, such as an Assembly Area.

l Setup - This is the physical location where the resource performs the preparation work
for this operation.

72 January, 2023
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.

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.

73 January, 2023
 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 Qty - Indicates if the scrap quantity is enter as fixed quantity.

l % - Indicates if the scrap quantity is enter as a percentage of the quantity.

l 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 Additional Setup Quantity - Indicates the quantity that needs to be run before any
additional setup time is required on the operation. You indicate this time within the
Additional Setup Hours field. During the scheduling process, this additional time is
added to determine the total setup time required for this operation.

l Additional Setup Hours - Defines any extra setup time needed after a certain quantity is
run for the operation. During the scheduling process, this additional time is added to
determine the total setup time required for this operation.

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.

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

74 January, 2023
 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
complete.

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

l Auto Receive into Inventory - 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).

75 January, 2023
 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.

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 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.

76 January, 2023
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 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.

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 Subcontract - Indicates whether the current operation is a subcontract operation.

Subcontract operations are manufacturing steps in your process run by external
companies. For example, you manufacture automobile parts. When these parts reach a
stage in the method of manufacturing, you send them out to an external company for
painting. This painting step is a subcontract operation.

When you create a new subcontract operation, this check box is automatically selected.
You cannot change this value.

l Machine DC - Indicates that the operation in focus is integrated with an external Data
Collection (DC).

77 January, 2023
 Each operation integrated with a machine DC must be linked to:

l One resource which is linked to a resource type marked as Machine DC with the
Tool type selected.
l One resource, resource group or capability which is linked to a resource type
marked as Machine DC with the Machine type selected.
l If both the resource and resource group are not available, use the Machine DC
selected capability to determine if the resource type is Machine.
To verify that a machine resource exists for an operation, the following logic is used:

l If there is a resource, verify if the resource type is Machine.

l If the resource is not available, use the resource group to determine if the
resource type is Machine.
l If both the resource and resource group are not available, use the Machine DC
selected capability to determine if the resource type is Machine.

If an operation record has the Machine DC check box selected, the

exporting process automatically selects all the materials (part records)
linked to this operation in a method of manufacture (Engineering
Workbench), and transfers them to the Epicor Mattec MES application as
materials. Parts in the Epicor Mattec MES application are manufactured
items.

Only operations marked as Machine DC are sent to the Machine DC

application.

A method of manufacture (MOM) for a part includes five operations, three

of which are marked as Machine DC. If your machine MES is Mattec, each
operation marked as Machine MES in your MOM creates one job in the
Mattec application, as it does not have a concept of multiple operations.
Therefore, one Machine MES operation in Kinetic equals to one job in
Mattec.

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.

7. Select Save.

You can also add an operation that is subcontracted.

78 January, 2023
1. In the Engineering Workbench app, in the Nav tree, select the Operation node and
next select New Subcontract Operation.

2. In the Nav tree, select the newly generated operation sequence. In this case, the
sequence is number '40'.

The Operation Detail card displays.

3. Scroll slightly down to locate the Subcontract Detail card.

The card should be expanded by default.

4. In the Operation field, select an operation.

5. Next, search for and select a part and revision.

79 January, 2023
 If the part includes multiple revisions, you can select a specific revision.

6. Define other information as necessary.

7. Select Save.

8. Remain in the Engineering Workbench app.

Adding Resource Group and Resource

Each operation is tied to a specific resource group or resource. Next, add a new scheduling
resource.

To add a resource group and resource:

1. Scroll slightly down to locate the Scheduling Resources card and expand it.

The card probably includes some resources, because they are tied to the
operation you selected.

2. Select New Scheduling Resource.

3. On the Scheduling Resources card, in the Resource Group ID column field, select the
required resource group.

4. On the Scheduling Resources card, in the Resource ID column field, select the required
resource.

5. Select Save.

6. Remain in the Engineering Workbench app.

Adding Material
Once you add operations to your method of manufacture, next you add material(s). Materials specify
items you need to make the final assembly.

To add a new material:

80 January, 2023
1. In the Nav Tree, right-click the Materials node and select New Material.

The Materials card displays.

2. In the Nav Tree, expand the Materials > Mtl: 10 node.

The Material Detail card displays.

This is if you are adding the first material into your method of manufacture.
However, if your method already includes some materials, your material
sequence number may be different.

3. In the Part field, enter your part and press Tab.

4. If required, select a specific part revision.

5. In the Quantities group box, in the Qty/Parent field, enter a value.

Specifies the quantity of the material required to produce one base unit of the parent item.

81 January, 2023
 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.
6. There are some important fields that you can define for your material.

The fields include:

l Attribute Set - Displays the base short description for the selected attribute set.

Label Field Value

Length 100
Width 50
Dimension 4x8
Thickness 1/2
l Related Operation - Specifies an operation that the material in focus is related to.
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 six, since you would
return six 50 square inch sheets.

l Pull as Assembly - Specifies if this assembly should be pulled from stock or

manufactured as part of the job into which it is pulled.

82 January, 2023
 Select this check box to indicate that this material requirement should be manufactured
as it is needed. If the check box is selected, the material creates an assembly record on
the job/quote, and Kinetic pulls all material and operation manufacturing details into the
job or quote. Clear the check box to indicate that this material requirement should be
pulled from stock. If the check box is cleared then Kinetic pulls the assembly into the
job/quote as a material, with no related manufacturing details.

When you select the Pull as Assembly check box then you cannot enter a
zero as the Qty/Parent.

This check box is only available when this material sequence is for a part marked as
Manufactured in the Type field located in the Part app.

For example, you make part XYZ with 2 component assemblies, 1 and 2.
Part 1 has its own method of manufacturing, but it is a common component
that you try to keep in stock. Part 2 is a unique assembly that you need to
make as part of the XYZ manufacturing process. When setting up part
XYZ's bill of materials, clear the check box for part 1. Select the check box
for part 2. When you enter a job for XYZ and get manufacturing details from
this method, part 1 will be a material requirement on the job, and part 2 will
be an assembly requirement, with all the associated material and operation
detail.

If you add a part marked as Phantom BOM in the Part app as a material for
the assembly part (parent), and the Phantom part includes a method of
manufacture (Bill of Materials and Bill of Operations), the manufacturing
details of the Phantom material expand when you Get Details during the
job or quote entry for the parent part, irrespective of whether the Pull as
Assembly check box is selected for the Phantom material.

l Plan as Assembly - Select this check box to indicate this material requirement is fulfilled
from stock. If not enough stock is available during the manufacturing lead time, it is
planned as a sub-assembly by the MRP process. This functionally is only executed
when the job required date falls within the cumulative lead time. Jobs outside of the
cumulative lead time envelope are created in MRP. Clear this check box to indicate this
material requirement is fulfilled from stock and is not being planned as an assembly in
MRP if not enough stock is available during the manufacturing lead time.

This check box is disabled if the part is not defined as a sub-assembly or

assembly (that is, has no corresponding bill of material), and the Pull As
Assembly check box has been cleared.

83 January, 2023
 When you select the Plan as Assembly check box then you cannot enter a
zero as the Qty/Parent.

l View as Assembly - If you select this check box, the material required to make this
component displays in the parent part's bill of material. If you clear this check box, the
item's material will not display in the parent part's bill of material.

You can select this check box even if you have not selected the Pull As Assembly
check box. This check box is only available when this material sequence is for a part
marked as manufactured. The default for the check box is selected for stock items and
cleared for non-stock items.

For example, you make part XYZ with 2 component assemblies, parts 1
and 2. Part 1 has its own method of manufacturing, but it is a common
component that you keep in stock. When you run a job for part XYZ, you
want to pull part 1 from your stock as a material rather than build it as apart
of the manufacturing process, so clear the check box for part 1. However,
you still want to see a complete list of part 1's sub-components in your bill
of materials, so select the check box.

l RFQ Needed - Select this check box to indicate that a request for quotes (RFQ) needs
to be generated for this material requirement. In the Quotes Required field, enter the
number of quotes required from your supplier.

l Planning Percentage - You enter Planning Percentage values for materials that belong
to parts set to the Planning BOM type.

When you add your materials as Pool Parts in Part, check out the part's revision and add
the Planning Percentage values.

The following rules apply:

l The part to which the materials belong to must hold the Planning BOM type and
revision. You define the part type and revision in the Part app.
l The part to which the materials belong to must be checked out to the Engineering
Workbench.
l The materials in the part's Bill of Material (BOM) must be entered as Pool Parts for
the part you check out. For instance, part A includes material B, C, and D. You
must set part A to Planning BOM in the Part app and add materials (parts) B, C,
and D as the Pool Part. This is done in the Part app again.

Remember, the materials (part numbers) that you add must be added as
Pool Parts in the Part app for the part (assembly) that is checked out.

84 January, 2023
7. If required, in the Quantities group box, in the Planning Percentage field, enter a planning
percentage value.

If the assembly part holds the Planning BOM type then define this value for all
the materials included in its method of manufacture. This allows MRP to plan for
a percentage of the total quantity manufactured to utilize the material by its
percentage.

Planning BOM Logic

The following rules apply if you set a part to Planning BOM. However, the rules don't apply to
the materials you add to the Planning BOM part's bill of materials:

l You cannot setup replenishment/kanban actions against the part.

l You cannot cycle or physical inventory count this part.
l The part cannot be part of the RoHS compliance.
l You cannot use the part in Master Production Schedule (MPS).
l You cannot set this part to a different part type in other sites.
l The part cannot include a subcontract operation.
l The part cannot be set to a salvaged part.
l You cannot add materials that hold the Planning BOM part type.
l You cannot add co-parts that hold the Planning BOM part type.
l If a job is an un-firm job and the job header part holds the Planning BOM part type, you
cannot add a co-part.
l If a job is a firmed job it cannot include the Planning BOM part on the job header.
l You cannot firm un-firmed jobs that include Planning BOM parts on the job header.

Planning BOM Concepts

You can plan lower level parts based on an overall quantity of a parent part and sub-
assemblies, based on percentages rather than individual sold part numbers.

For example, assume you operate configure-to-order manufacturing environments

characterized by different product combinations, where a single combination is made from a
few key sub-assemblies. There could be situations where delivery lead times are shorter than
manufacturing lead times. As a result, you need to start building key sub-assemblies based on
anticipated demand, and assemble specific configurations only after you receive customer
orders.

Assume you are building taxis. Thirty percent of the vehicles you sell are right-hand drive,
seventy are left-hand drive, sixty are powered by gasoline and forty percent are diesel. In such
a scenario, your Planning BOM part would be called Taxi and the part would include four

85 January, 2023
 materials or sub-assemblies, depending on whether you purchase or manufacture them
(LeftHand, RightHand, GasolineTaxi, DieselTaxi). The taxi variations could also have some
combinations in common. For instance, all the variations come with the same leather or fabric
interior. As a result, you would add additional materials when creating a bill of materials in the
Engineering Workbench. In this case, TaxiFabric and TaxiLeather. Therefore, the Engineering
Workbench would include six materials for the Taxi part.

When you enter the materials in the Engineering Workbench, you next define the Planning
Percentage for each material. You do this by using the Planning Percentage field located on
the Material Detail card. For example, you enter 30% for the right-hand drive, 70% for the left-
hand drive, 60% for gasoline, and 40% for diesel. You also enter 50% for fabric and leather as
you have sold half of each variation last year and you know you will probably sell the same
amount this year.

You forecast one hundred units from January till December. Therefore, you enter a forecast
(Forecast Entry) for the required units. When you run the Material Requirement Process
(MRP), Kinetic examines the BOM for the Taxi part and looks at the Planning Percentage
values you entered for each materials listed in this example. Next, it builds un-firm jobs or
creates purchase order suggestions for the required amount, so you are prepared once the
sales order comes in.

Finally, when you enter a sales order, let's say for five units of the left-hand, gasoline, and
leather variation, and run MRP again, Kinetic will reduce the overall planning percentage in
your forecast based on the ordered quantity and the ordered part's materials.

The ordered part in this example must hold a unique part number in the database
and the method of manufacture that is compatible with the ordered variation. The
parts that can be ordered are called Planning Pool Parts and are setup on the
Planning BOM part under the Planning Pool section of the Part app. Note that the
objective of this feature is to have all the required materials available and based
on the entered Planning Percentage value.

8. Select Save.

9. Remain in the Engineering Workbench app.

Adding Salvage Part

A salvage part is a result of the production process and provides material(s), you can reuse in some
way. Examples of a by-product are the metal strips produced during the re-rolling mill process in the
steel industry or ethanol as a by-product of the sugar industry.

To add a salvage part:

86 January, 2023
1. Scroll down to locate the Salvage card and expand it.

2. In the Salvage Part group box, in the Salvage Part field, enter a part and press Tab.

The number can be the same as the material part number. It can also be a
different number. This lets you track the scrap separately within your inventory.

3. Select a part revision if required.

4. In the Quantity group box, in the Salvage Quantity Per field, enter a value.

This value specifies the material scrap factor. A percentage, this factor is then
multiplied against the Required Quantity to calculate the expected salvage
quantity. This is the quantity of the material salvaged for each base unit of the
parent job material.

Expected Salvage Quantity = Required Quantity x Salvage Quantity Per

After entering the quantity, select the UOM code that represents the unit of
measure (for example, Each, Case, Cubic Centimeters) in which the quantity is
expressed.

5. In the Credit group box, in the Unit Credit field, enter a value.

This value specifies the cost per unit being credited back to the job for each base
unit of the salvaged part. If the salvaged part exists in the part master file, the unit
cost from the part record appears by default. For example:

87 January, 2023
 l 5.07

l 13.00

The Unit Credit is multiplied by the expected salvage quantity to calculate a

salvage credit amount.

Salvage Credit Amount = Expected Salvage Quantity x Unit Credit

6. In the Material Burden group box, in the Salvage Mtl Burden Rate field, specify a value.

This value specifies the estimated material burden percentage of this salvage
material and is used to calculate any unallocated costs. For example storage and
purchasing cost are material burden costs, as they do not directly apply to the
part.

If this part exists in your part master file, the rate defined on the part record
displays by default.

Material Burden Unit Credit = Unit Credit x Salvage Material Burden Rate

7. Select Save.

8. Remain in the Engineering Workbench app.

Creating Alternate Method

You may have slightly different methods you use to manufacture each part, depending upon various
conditions. For example, if your company manufactures this part in different sites, the method of
manufacturing may also vary between these facilities. To account for these different methods, you
can define alternate methods for each part revision.

To create an alternate method:

1. In the Nav Tree, select the Rev: XXX Part: XXX node.

The Revision Detail card displays.

Where XXX stands for the revision and part IDs.

2. From the Overflow menu , select New Alternate Method.

88 January, 2023
 The Create New Alt Method panel displays.

3. In the Alternate Method field, enter a new revision ID.

4. In the Effective Date field, enter a date on which this alternate method becomes the alternate
method for this part within the current site. Kinetic uses this date to determine the default
alternate method whenever you enter a revision for a part.

5. If an engineering drawing was entered for the part revision, this default drawing number
displays within the Drawing field. If you need, you can enter a different number.

6. If you use reference designators, select the Validate Ref Designators check box to perform
validations for this alternate method.

7. Select OK.

8. Remain in the Engineering Workbench app.

Creating Tasks
Tasks are milestones that an engineer needs to complete as he/she creates a method of
manufacture in the Engineering Workbench app.

To enter a task:

1. Select the Tasks page.

The Task Maintenance card displays.

2. Select New Task.

3. In the Task field, select a task you need to define.

You create tasks in the Task app.

4. There are some important fields on the Task Maintenance card that you can select.

Here are the important fields on the card:

l Milestone - The check box is selected if the task is a milestone task. The check box
displays, selected or cleared, as a display-only reference.
l Send Alert at Creation - This check box, if selected, shows that creation of this task
requires an alert to be sent. The check box displays, selected or cleared, as a display-
only reference. This information is set up in the Task Set app.

89 January, 2023
 l Send Alert at Completion - This check box, if selected, shows that completion of this
task requires an alert to be sent. The default for this check box is set in the Task Set
app.
l Mandatory - Select this check box if completion of the task is mandatory.
l Complete - Select this check box if the task is complete. Once this check box has been
selected, you can fill out the completion status.
l Reason - This field is not applicable for tasks assigned to ECO groups.
l Next Task - The name of the task that should follow this one.
l Next Stage - The stage that comes after this one. This field is display only, and is useful
when you want a reference for where you are in the process.
5. Scroll down and expand the General card.

Here are the important fields on the card:

l Assigned To - Displays the sales representative to whom this task is assigned.

l Internal Contact - Displays a salesperson that the employee to whom this task is
assigned needs to contact to complete the task.
l Status - Displays the task status code.
l Priority - Displays the task priority. Valid values are 1 to 99, where 1 is high priority, and
99 is low priority.
l % Complete - Displays the percent of the task that is complete. Valid valuesare 0 to
100.
6. Scroll down and expand the Customer card.

Use this card to enter customer information related to a task.

7. Scroll down and expand the Supplier card.

Use this card to enter supplier information related to a task.

8. Scroll down and expand the People card.

Use this card to maintain a list of contacts related to a task.

9. Select Save.

10. Remain in the Engineering Workbench app.

90 January, 2023
Checking In Part
Assume that you are done with creating a method of manufacture. The last step in the process is to
approve and check in the part's revision.

To check in a revision:

1. In the Nav Tree, select the Rev: XXX Part: XXX node.

The Revision Detail card displays.

Where XXX stands for the revision and part IDs.

2. Select Approve and Check In.

The Description of Change panel displays.

If you select Approve you need to take another step and check the revision in.

3. Select OK.

The Information panel displays.

4. Select OK.

5. Note that the Overflow menu also includes a few important commands. You can use them
if required.

The commands include:

Mass Assign

Select to launch a panel that allows you to mass assign an ECO group description, effective
date, and ECO number (or any combination of these three) to all of the revisions that are
currently checked out to the ECO group. Select the Assign check box next to the element you
wish to mass assign to revisions, and then enter the applicable information into the
corresponding field.

Approve All

Select to approve all of the revisions in the ECO group at the same time.

Approve and Check In All

Select to approve and check in all the revisions in the ECO group at the same time.

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 Export to PLM

Export this engineering record to PLM (Product Life Cycle Management).

Check Out Part Revision

Select to launch the Part Revision Checkout app used to check a part revision out to an
Engineering Change Order (ECO) group. It is necessary to check a part revision out to an
ECO group in order to create or maintain the method of manufacture for the part.

An ECO group is established to group part revisions together under the same heading (ECO
Group Code). Kinetic requires that any time you add or maintain the bill of material or routing (
method of manufacture) for a specific revision of a part, that you first check that part revision
out to an ECO group.

6. Exit the Engineering Workbench app.

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Operating with Revisions
Use the Revision card to enter or update revision information for the part whose method of
manufacture you are building or maintaining.

Adding New Revisions

To create a new revision:

1. Select New on the Revisions card. The Create New Revision panel displays.

93 January, 2023
 2. Find and select the part for the revision.

3. Specify the revision ID, description, and its effective date.

4. Select Ok. The revision displays on the card.

Checking in Part Revisions

To complete the engineering process, you must check in the revision. After the revision is checked
in, it is available for use on jobs and quotes. You can only check in approved part revisions. Before
continuing, verify the approved part displays on the Revision > Detail card.

To check in the part:

1. To approve the revision, select the Approve icon on the Revisions card.

2. To check in the revision, select the Approve and Check in icon. The Description of Change
panel displays.

Make sure this description explains the reason for the change.

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 3. Select Ok. The part revision is now available for use.

Alternatively:

1. Select the revision from the tree view. The cards with revision details display.

2. Select the Check in icon on the Revision Detail card. The Description of Change panel
occurs.

Make sure this description explains the reason for the change.

95 January, 2023
 3. Select Ok. The part revision is now available for use.

Viewing Costs
Use this command to review costs for the selected part revision, or for the selected material within
the part's bill of material. The costs in the various grid columns display in the costing method
assigned to the part for which the cost is displayed.

View Costs uses the date you enter into the As Of field in the Engineering Workbench > Revision
Detail card to determine the correct material content to display by comparing the specified date to
the effective dates of each component. When it does this, it displays the exact components that are
in effect as of the specified date.

For example, if you enter July 1 into the As Of field, View Costs displays the costs of the materials
that are in effect for the assembly as of July 1.

To view costs:

1. Select a part revision from the tree view to review on the Revision Detail card, and specify the
"as-of" date into the As Of field.

This is the date View Costs uses to determine the correct material and method content to
display; it does this by comparing the specified date to the effective dates of each component.
Optionally, you can select a material sequence to review from the workbench's Tree View.

96 January, 2023
2. On the Revision Detail card, select View Costs. The View Costs panel displays.

3. In the Maximum Level field, enter the deepest level of the bill of material that you want
reflected on the window.

By default, 999 (the deepest possible level) appears. In other words, by default all levels are
shown.

4. If you want to see information only for assemblies in the bill of material, select the Assemblies
Only check box.

5. Review the window. Each line in the grid is for an assembly or for material beneath an
assembly. Each line also shows whether it has been approved; which level it occupies; the
part and revision number (if applicable); the cost for material, labor, burden,
subcontract,material burden, and total cost; the unit cost for material, labor, burden,
subcontract, labor burden, and total unit cost; the quantity per parent; the required quantity,
and the description of the part.

6. In the Quantity field, enter the quantity of parts for which you want to view costs. The costs on
the grid adjust to account for the quantity you enter.

7. Review the bottom region of the window.

The total, unit, and part costs are broken down by material cost, labor cost, burden,
subcontract, and material burden cost for each type of cost. These costs represent the
following: -Total Cost - The costs in this row are equal to the costs in the Unit Cost row
multiplied by the Quantity you entered at the top of the window. -Unit Cost - The costs in this
row represent the costs to make one unit of the top level part. These costs come from the
materials and operations that have been added to the top level part's method of manufacture
in the workbench. The Material costs are based on the costing method assigned to each of the
lower level materials. So, for example, if a lower level part is average costed, its average cost
is the cost used to calculate the Material Unit Cost for the top level part. -Part Cost - The costs
in this row represent the current cost of the top level part based on its costing method, which is
displayed in parentheses below the row. For new parts, this row will display all zeroes,
because if the top level part is standard costed, you must use the Costing Workbench to
establish and rollup the standard costs for the part; and if the top level part is average or last
costed, there must be production transactions for the part to establish those costs.

97 January, 2023
 8. Select Close when you are finished.

Using the Co-Parts Functionality

Use the co-parts functionality to define a method of manufacturing that can produce multiple parts
(co-parts) on a single job. During some part manufacturing processes, you can produce additional
parts as by-products from a primary part. You can also produce two nearly identical parts at the
same time using similar routing. An example of this is left and right bracket (with different part
numbers) where the only functional difference in the two parts is the bend operation or the placement
of the drilled holes.

Here is the example of co-parts:

Part A has co-parts B and C. B and C are only built when part A is built.

98 January, 2023
 Part A B C
Co-Part B, C None None
Method Yes - ABC No No
Result ABC Nothing Nothing
In Engineering Workbench, you can establish the yield per quantity of the co-parts, their costing
ratios, and whether this revision will be used to cost the co-part. Once this data is entered in the
Engineering Workbench (on the Revision > Co-Parts card), it is automatically pulled into the job or
quote when you select Get Details.

You can use this function if you have the Advanced Production module installed.

To select a new co-part for the identified primary part:

1. Select a part revision from the tree view to review on the Revision Detail card.

2. Select New on the Co Parts card.

3. Find and select the part number and revision for the co-part.

4. Use the Yield Per field, enter how many of the specified co-part will be made when one
quantity of the primary part is manufactured.

5. Select the Primary Costing check box to indicate this revision is used to cost the co-part. The
roll-up calculation then uses the co-part method and applies the costing factors to the total
cost of the method and divides by the Yield Per value. If this check box is clear, the part
method is used to determine the job costs.

6. Select Save.

Getting Details
Use the Get Details function to copy production details from a method of manufacturing, another job,
or an unlinked quote. Through this application, you can quickly create details for parts that are
manufactured through an identical or similar process that you have used before. You can get details

99 January, 2023
for the entire job, quote or part, but you can also get details for individual assemblies. Additionally,
you can get details for configured parts - and these details can contain bill of material information for
other configured parts.

If you are using Get Details to copy details from a quote or a job to a method of
manufacturer (bill of material) in the Engineering Workbench, the application
automatically creates parts in the Part Master table for those parts that are not there
already. The revision and its bill of material are also created. This is to satisfy the
requirement that all parts that are associated with a bill of material must exist in the Part
Master table. Launch the Get Details function through the Overflow menu in the
following programs: Engineering Workbench, Job Entry, Quote Entry, Service Job
Entry.

To get details:

1. On the Revision Detail card, select Get from Methods/Job... from the Overflow menu. The
Get Details panel displays.

2. Select the type from which you can get details - method, job, or quote.

3. Select Ok.

100 January, 2023

Using the Get From Import Function
Use this function to create a part's bill of material information from a text (.TXT) file. All major word
processing programs can create text files, and most CAD programs, such as AutoCAD, allow you to
export data into a text file. Therefore, this import function allows you to create a bill of material from a
CAD drawing or a word processing document.

To import a comma separated file into a bill of material, take the following steps:

1. Using a third-party application, such as a CAD application, create a .TXT file or a .CSV file that
can be imported into the Engineering Workbench. The information for each part in the bill of
material must be on a separate line in the imported file. Each line must be laid out as follows:
PartNum,Description,Type,Qty In this line, PartNum should be the part number, Description is
the part description, Type is the part type--either M (manufactured) or P (purchased)--and Qty
is the quantity per parent of this part in this bill of material. If the type code is neither M nor P,
the system will assign it a part type code of P.

Note that the items must be separated by commas with no spaces in between. If
the part description has an embedded comma in it, that element must be
surrounded by double quotes.

2. After you have created the file in your third-party application, in the Engineering Workbench,
go to the Overflow menu, and then click Revision, Get Details, and then Get From Import. You
can only use this function if you have not yet entered any details for the current assembly. The
Get Details menu option is disabled if any material or routing details have been entered for this
assembly.

3. Enter the complete path and file name of the file you want to import (for example,
c:\autocad\mypart.txt or c:\autocad\mypart.csv). Use the File Path button to select a file.

The default extension for the file is .csv, but that can be changed to *.* to be able
to search for all file types. However, whatever file is chosen must be an ascii file
with values separated by commas.

4. Select OK.

The software will import the information from the file. It will create a new part record from each
line in the file that does not yet exist in the part master file and will place these parts in the bill
of material for the current part. Any imported part marked to be purchased (Type = P) will
become a new material record on the bill of material. Any imported part marked to be made
(Type = M) will become a new assembly record on the bill of material. For each new type M
part record created, a single blank revision record is also created. This allows you to create a
bill of material for that sub-assembly.

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Using the Overflow Menu
Select the options from the Overflow menu, as necessary:

l Validate Bill - Select this option to have the software validate that the bill of material for the
part revision is valid (in other words, there is no circular logic in the current bill of material). The
software processes the information assigned to the part revision, and displays a message
stating whether or not the bill is valid (at that point). A "circular BOM" error can occur if you
enter the part number as a component of itself.

l Undo Check Out - Select this option to undo the check out of the displayed revision.

l Clear All - Select this option to clear all materials and operations for the displayed revision.
This option is useful if you have made mistakes in building the method of manufacture for the
part revision, and you wish to start over.

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Checking Out Parts in Express Part Checkout
Check out parts to the Engineering Workbench in Express Part Checkout. When you run this
application, you can simultaneously check out a part revision, create a new ECO group, and launch
the Engineering Workbench.

1. From the main menu, go to Production Management > Engineering > General Operations >
Express Part Checkout.

2. On the landing page, select the part you want to check out.

3. Review the part details, if necessary.

l Description - Description of the part you selected.

l Alternate Method - Sub-revision to the main revision.
l Effective Date - Effective date of the revision you selected.
l ECO Group - The application creates ECO Group when you perform the checkout process.
l Drawing - Drawing number of the part revision you selected.
l Revision - Revision ID.

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 4. Select the Launch Engineering Workbench check box to open the Engineering Workbench
after the checkout.

5. To check out the part record and launch the Engineering Workbench, from the Overflow menu
, select Checkout .

If you select the Launch the Engineering Workbench check box, the application opens. Note the
following:

l The application creates a new ECO Group. By default, the Group ID displays your User ID as
the identifier.
l The Description field displays Express Checkout as a prefix, followed by your User ID.

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ECO Workflow
A workflow is a series of tasks automatically assigned and routed to ensure processes, like
engineering changes and designing new products, are acted on and completed on time. Tasks are
tightly embedded into the application, so that transactions are updated only if the task is at the right
status. For example, when you assign a workflow to an ECO group, you can track if tasks are
complete before an updated part revision is available for production.

This section starts with the setup needed to create the workflow. Then you assign the workflow to an
ECO group and act on the tasks.

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Establishing Workflow Stages
In Workflow Stage Maintenance, establish workflow stages you need to identify the current stage of
a set task milestone. Workflow stages define the status of a case at a given time for a particular
workflow type. When the application defines task sets, it assigns each milestone task with a workflow
stage. You can use that stage as a criterion for searching the case database as well as for reporting.

A workflow is a series of tasks the application assigns and routs automatically to ensure acting and
completing processes on time (like engineering changes and designing new products). Tasks are
tightly embedded into the application, so it updates transactions only if the task has the right status.
For example, when you assign a workflow to an ECO group, you can track if tasks are complete
before an updated part revision is available for production.

1. From the main menu, go to Sales Management > Case Management > Setup > Workflow
Stage.

2. Select to add a new workflow stage.

3. Select the workflow type: ECO or Case Management.

4. Enter an identifier for the workflow stage.

5. Enter additional information to describe the workflow stage.

6. Select Save.

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Creating a Task
In Task Maintenance, create tasks that you and others will use in Case Management and Customer
Relationship Management. Tasks are the action items, or milestones, created and assigned to each
step in the sales process, from opportunity or quote to the sales order and follow-up. You can also
use tasks to track other activities not directly related to the sales process such as credit approval or
engineering requirements.

1. From the main menu, go to Sales Management > Customer Relationship Management >
Setup > Task.

2. Select the New icon to add a new task. The Details page displays.

3. In the Task ID field, enter a short code for the task.

4. In the Description field, enter a descriptive name of the task. This description displays on
opportunities and quotes as well as in Task Set Maintenance.

5. The Priority code is not required, but you can use it to weight the importance of a task. The
default is 50; you can enter between 1 and 99.

6. From the drop-down, select the Task Type option that corresponds with this task.

7. From the Role Code drop-down, select the role associated with this task. Only members
assigned to this role will have access to this task.

107 January, 2023

 8. If the task must be completed, select the Mandatory check box.

9. You can assign multiple persons within a role to a task. If you want the application to mark this
task (or milestone) as complete when any person assigned to the task marks it as complete,
select Any Approver.

10. The application can automatically send a message, or alert, to specific users when this task is
created or finished. To activate this feature, select Send Alert Create and/or Send Alert
Complete.

11. If necessary, add comments to this task.

12. Select Save.

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Adding Task Sets
Defining the ECO process workflow you want your team to follow is a key part in making sure new or
updated part revisions are not available to your manufacturing center until complete. You can set up
multiple workflow task sets to either guide or control the process within your engineering
environment. They can be as simple as a “to do” list of guidelines or as complex as a rigid series of
mandatory tasks that require electronic signatures at key milestones. You decide how to best
leverage this powerful workflow tool.

Once individual tasks are identified, they are organized into a task set. Within the task set, you
organize the milestones (tasks) into the sequence you want as viewed in the Engineering
Workbench, assign responsibility, define the number of days to complete the milestone, and add any
related tasks. You can create complex, branching workflows that can handle the requirements you
need.

Creating a Task Set Record

1. From the main menu, go to Sales Management > Customer Relationship Management >
Setup > Task Set.

2. Select New to add a task set.

3. Enter the new task set ID and its description.

4. Select ECO from the Workflow Type drop-down. You use this option in the Engineering
Workbench with ECO-based tasks

5. Select Save .

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Adding Milestones
Now you are ready to add milestones to this task set. A Milestone is a task completed in a specific
order (determined by the task set) and is typically assigned to a specific person. A Related Task is
used to describe details about tasks within tasks. These can be used if one task has several distinct
steps within it, each of which merits its own details.

1. Select the Milestone Details page in the navigation tree and select New on the
Milestones card to add a milestone.

2. If necessary, change the Sequence number the applications assigns by default. Sequence
numbers define the order in which you need to do the tasks.

3. From the Task drop-down, select the description of the task to you need to do in this task set.
You set up tasks in Task Maintenance.

4. Mark this task as the first one you need to do in the set using the First Milestone check box.

5. Specify/review the stage where the opportunity/quote process is as of this particular task.

6. Review the role this task requires. You set this up in Task Maintenance for the task, here it is
read-only.

7. Specify the days this task requires to complete.

Depending on the settings, you might need to go to the full page version of this
card to enter this value. To do it, select the Milestones Details node in the
navigation tree.

8. Depending on the workflow type of the task set, you might have different check box options.
Select the check boxes as applicable to your task set.

l Win Allowed - Allow a win for this task. If you select this check box and Win is selected
for the task, then you will need a reason code of the CRM Win type to complete the task.
Also, the application creates a sales order if all mandatory tasks at this milestone are

110 January, 2023

 complete.
l Lose Allowed - Allow a lose for this task. If you select this check box, once you complete
this task, it also closes all tasks and the quote. You will need a CRM Lose reason code
to complete the task.
l Any Approver - You can assign multiple persons within a role to a task. If you want the
application to mark this milestone as complete when any person assigned to the task
marks it as complete, select this check box. If you don't select this check box, then all
approvers must approve the task to mark it complete.
l Auto Complete - Auto complete the milestone when you complete the related tasks.
l Submit Task - Use the task to submit time or expense transactions. This option only
applies to time or expense task types.
l Check In Allowed - Select this check box to allow to check in revisions to this ECO
group at this milestone.
l Check Out Allowed - Select this check box to allow to check out revisions to this ECO
group at this milestone.
l Workflow Complete Allowed - Select this check box to allow the system to mark the
workflow as complete once it completes this milestone.

9. Select Save .

Defining Next Milestones

You can also add next milestones (tasks) to set up the order of milestones completion.

1. Expand the Related Tasks card and select New .

2. Enter the details as required. Refer to the Adding Milestones section for the details on the
process.

3. Select Save .

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Workflow Group
An expense approval workflow group consists of an approval task set and the group members
assigned to the approver roles. You assign group members to the roles in Workflow Group
Maintenance. You can copy a pre-defined workflow group, re-name it, and edit it as needed to
quickly create other workflow groups. The next example applies only to the pre-defined Multiple
Level Approval workflow group. If you use one of the other pre-defined groups, you do not need to
assign group members because the application uses the employee supervisor and/or the project
manager.

After you assign group members to the pre-defined approval workflow group, you associate the
workflow group with a specific employee in Employee Maintenance or you apply the workflow group
to all employees by setting it as the default in Site Configuration Control. You can also associate the
workflow group with a specific project or WBS phase in Project Entry.

In this article, we will cover assigning group members to the pre-defined Multiple Level Approval
workflow group.

To assign group members to the pre-defined Multiple Level Approval workflow group:

1. From the main menu, navigate to Service Management > Expense Management > Setup >
Workflow Group.

2. Select New to assign a new member.

3. On the Detail card, select the type in the Type field.

4. Select the Workflow Group search button to find and select the workflow group.

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5. On the Group Members card, select New .

6. In the Member field, select the employee you want to add to the workflow group.

7. In the Role Code field, select the approval role you want to assign to the group member from
the approval task set.

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8. Select Save.

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Assigning ECO Workflows to ECO Groups
You assign ECO workflows to ECO groups in the Engineering Workbench. Once defined, the task
set milestones and related tasks are automatically pulled into the ECO group.

1. From the main menu, navigate to Production Management > Engineering > General
Operations > Engineering Workbench .

2. Select the Group ID of the ECO group where you want to assign the workflow.

3. Select the ECO workflow to assign from the Workflow Group drop-down.

4. The Task Set assigned to this workflow group displays. If you need, change the task set.

5. Select Save.

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Updating and Completing Workflow Tasks
After you assign a workflow group and task set to and ECO group, the task set, including the
milestones and related tasks, display on the Tasks > Tree sheet. The members of the workflow
group can now update and complete tasks.

1. From the main menu, navigate to Production Management > Engineering > General
Operations > Engineering Workbench .

2. Select the Group ID of the ECO group where you want to assign the workflow.

3. Select the Tasks button.

4. Select the task you want to update in the navigation tree.

5. In the Task Maintenance card, select the Complete check box.

6. Optionally, update additional details regarding this task. For example, the reason the task is
now marked as complete, the person the task was assigned to, the status of the task, and the
percent complete.

Only ECO reason type codes are available in the Reason list. You set up reason
codes in Reason Code Maintenance.

7. Select Save. Notice the task icon now displays a green check mark. This indicates that the
task is complete.

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117 January, 2023
Using Costing Workbench
Run the Costing Workbench to pull in current costs from parts, operations, and resource groups into
a unique cost group you can review and modify. These values become the standard cost values for
the parts included in the cost group. If you modify labor and burden rates through this workbench,
these modified rates are also saved to the resource groups defined on the part methods. Leverage
this functionality when you want to generate the costs of a part at a specific point in time. You can
then use these values as a reference point for future transactions for the part. You run this program
by first creating a cost group. You then define the manufactured and purchased parts you want
included in the group. You also define other global options for the cost group. When you finish
defining the parts you want to include and the overall cost group options, you can then total, or roll
up, the costs to generate the standard values for the parts. However if you do not use the standard
costing method, you can still run the cost rollup process to generate a mass update of burden and
labor rates.

The Overflow menu of the application includes several features, like loading cost results, refreshing
cost details, viewing costs for the selected parts, importing rates, posting cost results, and other.

Any cost adjustments made to your parts are visible on the Material Transaction Detail
report.

Adding Cost Groups

To create a new cost group:

1. From the main menu, go to Production Management > Engineering > General Operations >
Costing Workbench.

2. Select .

3. Enter the name of the new costing group.

4. Select the Plant drop-down list to select the plant from which the initial costs are loaded into
the new cost group.

5. Select the Load Costing Lot Sizes check box to indicate all costing lot sizes defined on each
part plant combination are included in the costing group. You define the plant modifications for
each part within Part Maintenance.

6. Use the Costing Method options to define the method used to calculate costs for all the parts
within the group. Available options:

l Average – Calculates a weighted average of all receipt costs for all parts in the cost
group.

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 l FIFO – The First In First Out method assumes the next quantity to be issued or shipped
from stock is the oldest quantity stored in the warehouse. The application uses this cost
value until the entire quantity from the original receipt is used up.

l Last – Calculates the most recent receipt cost for parts within this group.

l Standard – Calculates a cost baseline for the parts within this cost group.

l Costing Method – The default method, selecting this radio button option indicates the
costing method defined on each part record will be used to calculate cost values.
Besides the methods available within the Costing Workbench, this option can also pull
in values calculated using the Lot Average and Lot FIFO costing methods.

7. Use the Burden Rates to determine which burden rates are used to calculate burden costs for
resource groups included in this cost group. You can select either the Costing or Quoting
burden rates.

8. Use the Labor Rates options to determine which labor rates are used to calculate labor costs
for selected resource groups. You can select either the Costing or Quoting labor rates.

9. Select Save.

10. From the Overflow menu, select Actions > Rollup to roll up costs from all the component
purchased parts, labor rates, and burden rates into the costs for the manufactured parts.

Loading Cost Details

When you finish setting up the default values for a cost group, you next select the manufactured and
purchased parts you want to include within the group. You do this by running the Load Cost Details
process.

1. From the Overflow menu, select Load Cost Details. The Load Cost Details panel slides on.

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 2. Select the Effectivity Date for the cost details. This date determines what active part revisions
will be used when costs are loaded into the Costing Workbench.

3. Select what part types you want to include in the cost group by selecting or clearing the
Manufactured Parts, Purchased Parts, and Kit Parts check boxes.

4. You can also indicate the Costing Method you will use with the part you are pulling into the
cost group. Notice these options are the same ones available on the Detail sheet.

5. Select the Burden Rates check box to select you want to pull burden costs from resource
groups into the cost group. You can pull in either Costing or Quoting burden rates.
6. Select the Labor Rates check box to indicate you want to pull labor costs from resource
groups into the cost group. You can pull in either Costing or Quoting labor rates.
7. Optionally, select the Retrieve unlinked Purchase Parts check box to indicate any purchase
parts defined for the current Site but not linked to any of the selected manufactured parts will
be included in the cost details.
8. select the Retrieve unlinked Labor/Burden Rates check box to include any labor or burden
rates defined for the current Site not linked to any of the selected manufactured part methods.
9. Use the Log Filename field to indicate the directory path and file name for the log generated
through this process. If an issue occurs, you can use this log to troubleshoot the cause of the
problem.
10. Use the Filter sheets to limit the cost details to specific parts, product groups, and/or part
classes. The filter options you select display within the Manufactured Part Selection Filter
Summary fields.
11. When you are ready to pull in the cost details, select Process.

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Modifying Costs and Rates
Once the cost details are pulled into the cost group, you can then display these details and modify
them as you need. These details display in a grid so you can move through them and make the
modifications.

1. Navigate to the card that contains the costs you want to modify. In this example, you want to
modify costs for manufactured parts, so you navigate to the Manufactured Parts card.
2. Use the Filter options to find and select the manufactured parts you want. The selected parts
display in the Manufactured Parts grid.
3. Modify the cost values you need. For example, you could modify the Costing Lot Size values
for all of the selected manufactured parts.

4. You can repeat this process on the Purchased Parts, Burden Rates, and Labor Rates sheets.
5. When you finish modifying the costs and rates, select Save.

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Rolling Up Costs and Rate Values
When you are ready to calculate these revised values as the standard cost for the selected parts,
you next generate, or roll up, these values. The new values display on the Costing Workbench report
for your review.

The Cost Rollup calculation is a complex routine that uses each level of assembly in the
part method to generate the final cost of each part.

1. From the Overflow menu, select Rollup. The Cost Rollup panel slides on.

2. Select the Effectivity Date when this rollup process will be active. The part costs you generate
are then used to determine cost estimates forward from this selected date.

3. Select the Consider Pull As Assembly Settings check box if you want the subassembly costs
to be included as material costs on the higher assemblies on the part methods.
4. Select the Consider Transfer Part as Material check box if Transfer type parts should be
considered as purchased material parts when their costs are rolled up in associated bill of
material records. In essence, it treats it like a purchased material part, not a manufactured
part.
5. Select the Consider Only Approved Revisions check box if the Rollup process should only
consider approved revisions when rolling up a part into a higher level assembly
6. Use the Log Filename field to indicate the directory path and file name for the log generated
through this process. If an issue occurs, you can use this log to troubleshoot the cause of the
problem.

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 7. Use the Filter sheets to limit the cost rollup to specific parts, product groups, and part classes.
8. When you are ready, select Process to generate the new part costs.

Reviewing Costs
Open the cards on the Details page to view the costing values for all parts included in the cost group.

1. Expand the Manufactured Parts card to review costs for manufactured parts loaded into the
workbench.

2. On the Purchased Parts card, review and update costs for purchased parts loaded into the
workbench.

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3. Use the Burden Rates card to review and update burden rates from resource groups.

4. Expand the Labor Rates card to review and update labor rates that were loaded into the
workbench.

5. If necessary, use the Refresh Cost Details feature from the Overflow menu to refresh costs in
the cost set group from the part cost table.

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 6. Select Ok.

Note, you can also modify the cost results in the grids. After you make the required
changes, select Save .

Posting New Costs to Records

When you are satisfied with the changes you have made to the part cost values, burden rates, and
labor rates, you then record, or post, these changes to part and resource group records. The revised
costs become the standard cost values for the selected manufactured and purchased parts, while
the labor and burden rates update on the selected resource groups.

1. From the Overflow menu, select Post. The Cost Post Set panel slides on.
2. Click the Post to Plant Cost ID drop-down list to define the plant cost ID, or cost set, to which
you want to post the results of the cost group. The posting process then updates all sites that
share the selected plant cost ID with your new cost values.
3. If you want to update the labor rates for resource groups included in the part methods, select
the Labor Rates check box.
4. If you want to update the burden rates for resource groups included in the part methods, select
the Burden Rates check box.
5. Select the Reason drop-down list to select the reason why you are updating the cost values. A
required field, this value displays on various reports and dashboards.
6. Use the Log Filename field to indicate the directory path and file name for the log generated
through this process. If an issue occurs, you can use this log to troubleshoot the cause of the
problem.
7. Use the Filter sheet to only update records for specific sites, product groups, and/or part
classes.
8. When you are ready to post the cost values to the selected parts and resource groups, click
the Process button.

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126 January, 2023
Manufacturing Lead Time Calculation
Use the Manufacturing Lead Time Calculation Process to enable manufacturing lead time
calculations for part(s), product group(s), or site(s). Manufacturing lead time is the total lead time
required to produce or manufacture all levels of an assembly. The calculated manufacturing lead
time is based on Bill of Materials (BOM) and Bill of Operations (BOO). If not calculated by Kinetic,
you can enter the time manually.

When the process starts, rough cut scheduling is used to calculate the lead time (in days) for the
Costing Lot Size specified by the part planning parameters. Rough cut scheduling uses the Need By
Dates and Lead Time Values on each material and operation to calculate how much time is required
for each job to finish its operations and gather its materials. You can view the calculation values
within Part Maintenance on the Parts > Sites > Planning sheet.

You can calculate manufacturing and cumulative lead times for manufacturing or engineering items.
Updating the values assigned to your lead times may impact functions that use dynamic lead time
offsetting - such as material and resource requirements planning. Updating cumulative lead times
can also impact material plans and available to promise calculations if these lead times are used to
set time fences.

The Selection parameters include:

l Include Subassemblies - Indicates if the process will consider subassemblies.

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 Schedule - Indicates when you want to run the process. If you select something other than
Now, the Recurring check box is available.
l Log Filename - Displays the path and filename that holds the log for this processing.
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. From the main menu, go to Production Management > Engineering > General Operations >
Mfg Lead Time Calculation.
2. Select the required parameters.

3. Select Process.

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Understanding Restricted Substances
Use the Restrictions that is in the Certain Hazardous Substances (RoHS) functionality to indicate
that current material used on parts complies with the weight limits defined for hazardous substances
in electronic equipment. Different legislative bodies, such as the European Union or the state of
California, have defined these weight limits to reduce accumulation in landfills.

Use the following programs to define the hazardous materials within the products you buy or sell.

l Substance Maintenance
l Substance Restriction Types
You can then select these materials on part records and other records.

To complete the process, run a verification program to determine whether the product meets the
standards for a selected locality.

To execute the job compliance roll-up for the engineered parts, use the RoHS Part Compliance
Process.

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Adding Substances
You add the hazardous substances within Substance Maintenance. Examples of hazardous
substances include Lead (Pb), Mercury (Hg), and Cadmium (Cd). Several of these substances are
already defined within the application, but if you need, use this program to enter additional
hazardous substances.

You later group these restricted substances through Substance Restriction Type Maintenance.

To enter a substance record:

1. From the main menu, go to Production Management > Engineering > Setup > Substance.

2. Select New .

3. Enter a unique identifier for the substance and the description.

4. Save your substance.

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Creating Substance Restriction Types
In Substance Restriction Type Maintenance, define the types of restrictions you can later select on
part records, jobs, and so on. Each type contains a series of substances designated as hazardous by
the governing locality. You can also assign the lowest level threshold percentage allowed by the
governing body to each substance.

1. From the main menu, navigate to Production Management > Engineering > Setup >
Substance Restriction Type.

2. Select New to add a new type.

3. In the Type field, enter a unique identifier for the restriction type.

4. Enter a Description for the restriction type.

5. Select the Validate Compliance check box to indicate this substance restriction type requires
the weight amounts on specific quantities be validated. When you select this check box, you
activate the other available check boxes.

6. If you want to activate validation for a specific function, select its corresponding check box.
Available options: Purchase Suggestions / Purchase Orders, Request For Quote, and
Sales Orders.

7. By default, the Inactive check box is clear. When this check box is clear, it indicates the
current substance restriction type is available (active) to use.

8. Select Save.

9. You are now ready to identify the substances included with this restriction type. On the
Substances card, select New to add a new substance.

10. Find and select a substance you defined within Substance Maintenance. The Description of
the substance displays by default.

11. Enter the Threshold percentage required by this governing entity. The percentage of the
product by weight cannot exceed this percentage.

12. Repeat these steps to add the substances you need to this type. When you finish, select Save.

You can now select this type on several records throughout your Epicor application. You can then
run a validation process to make sure the part quantity does not exceed the RoHS standards.

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Running the RoHS Part Compliance Process
Run the RoHS Part Compliance Process to execute the job compliance roll-up for the engineered
parts.

The Selection parameters include:

l Processing Options - Select how you want this process to run. You can select Net Change,
which only updates records either updated or added since the last time you ran the process.
You can also select Regenerative, which completely verifies all the current restricted
substances within Kinetic.
l Log - Specifies the name and directory path you need for the Log file. If you receive an error
during the process run, review this log file to help discover and resolve the error.
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.
To run the process:

1. From the main menu, go to Production Management > Engineering > General Operations >
RoHS Part Compliance Process.
2. Define the required options.

3. Select Process.

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