Secondary operations#

General#

In Microsoft Dynamics 365 Business Central¹ it is possible to assign tools and personnel to an operation. However, these assignments are managed by the system for information purposes only.

The secondary operations in KUMAVISION factory365 can be used to manage the capacity and costs of tools as well as personnel assignments.

The primary operation defines the main process of an activity. All dependent personnel or tool assignments are categorized as secondary operations. These are linked to the primary operation via permanently assigned fields. Dates and quantities are managed in the primary operation and automatically transferred to the secondary operations. This means that the secondary operations always run in parallel and within the start and end times of the primary operation.

It is possible to process the secondary operations, for example to load an assistant only 50% (simultaneous load = 0.5) in the case of multiple machine occupancy.

Routing Tools#

With this extension, you can manage and post specific tools for a machine in terms of capacity and costing via the operations. Tools can be managed as independent capacities in production planning (by work center or work center group), as items in the locations, in warehouse and scheduling, as assets in the financial area and as cost units for controlling.

Routing Personnel#

With this extension, you can manage personnel per operation for specific deployment and capacity planning and management via the operations. Planning at work center group level and confirmation or scheduling at employee work center level is recommended. Each employee is set up as a work center and the work center group as a consolidated calendar.

Industry 4.0#

The management of additional production factors such as energy or CO² certificates will become increasingly important in the future in order to describe the accompanying processes of production more comprehensively and transparently. With secondary operations, an approach has been found that plans and manages these in a capacity-relevant manner.

Setup#

Manufacturing Setup#

Open the Production Setup via the search icon and set up the fields of General Fasttab to the following table.

Routing#

To set up the secondary operations, call up the required routing via the item card. If you have not yet created a routing, create one first.

Then select the work process line. You can use the line menu to assign the operation accordingly by calling up "Tools" or "Personnel".

Routing Tools#

Routing Personnel#

These can be viewed via "Secondary operations" in the work plan.

The secondary operations are inserted whose operation number is made up of the primary operation + separator for personnel, tool + current operation no. personnel, tool.

The line values of the primary operation are copied to the secondary operations and can be edited here.

If you enter a routing separately from an item, the secondary operations are set up in the same way.

Standard Tasks#

The secondary operations for each operation can be pre-assigned using a standard tasks (standard operation). As soon as a standard task code is inserted in the routing line, the operation page (Tools, Personnel, Description, Quality Measures) is updated.

This procedure can be used, for example, to preset tool sets as a standard task.

To set up a standard tasks, open Standard Tasks via the search icon.

Via "New" in the ribbon you can create a new standard task under specification of a code and description.

Via "Std. Task" you have the possibility to assign tools / personnel to the standard catalog.

Then insert the standard task in a parallel routing on the desired line via the "Standard Task" field. Secondary operations are created for the individual tools. In this way, capacity management and cost allocation can be tracked at the desired level of detail for each individual tool.

Secondary operations in the production order#

Secondary operations can also be processed directly in a production order. The individual secondary operations can be edited and fine-tuned by production planning. It is important that the scheduling is within the start/end dates of the primary operation.

Using the example of a firmly planned production order, you can call this up via "Routings" in the line menu.

Execute the "Show secondary operations" function in the ribbon under the menu tab to display the secondary operations.

Delete / Insert#

To delete a secondary operation or add another one, first select the line of the primary operation.

Then select "Tools" or "Personnel" in the ribbon.

The corresponding page opens, on which you can add a secondary operation via "New" or delete an existing one via "Delete". Confirm your change with "OK".

Edit#

If the capacity of a secondary operation is to accompany the process with a certain percentage, proceed as follows:

Change the field: "To be charged at the same time" and the "Processing time" in equal proportions.

This means that the throughput time of the operation remains within the start/end time of the primary operation, the "extended capacity requirement" decreases and the target operation costs are reduced to the percentage share.