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Create Area#

🔒 Area.Create

🔒 Area.CreateTemplate

🔒 Area.CreateFromTemplate

Overview#

This operation is used to create a Area. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Area does not currently exist in the system.

Sequence of Steps#

Step 1: General Data#

  1. Provide a name for the Area.
  2. Optionally, provide a description of the Area.
  3. Select the Area type. The list of possible values is taken from the lookup table AreaType.
  4. Select the Facility where the Area is located.
  5. Select the display order for the Area in the fabExplorer view.

  6. Select the appropriate Area Type. This is separate from the Type selected above and serves as the distinction for the classification of the Area as Parent or Child. Types can be:

    • Area
    • Production Line
    • Storage Area

  7. If the Area Type selected in 6 is other than Area, a Parent Area for the new Area must be defined.

create_area

Step 2: Additional Information#

For Area Type Area:

  1. Select the Calendar that should be associated to the Area.
  2. Optionally, select a Schedule for the Area.
  3. If a Schedule is selected, choose the Scheduling Area Group for this Area. Values are taken from the Lookup Table SchedulingAreaGroup.
  4. Optionally, select a Cost Center for the Area. Cost Centers are taken from the Lookup Table CostCenter.

  5. If the Area should have a Shift Logbook enabled, check the Enable Shift Logbook option. If the Enable Shift Logbook option is checked, it's possible to define a Distribution List that will receive summary Shift Logbook reports once they are signed-off.

    Note

    If a Distribution List is defined, it must be well formed - it must contain valid email addresses, and if multiple email addresses are provided, they must be separated by a semicolon.

  6. Select Create to complete the operation and the new Area will be created.

For Area Type Production Line:

  1. Select a Flow Path for the Area to be primarily used when receiving a Material at this Area or when creating a Material at a Storage Location.

    Note

    The Step must exist in the same Area of the Storage Area.

  2. Specify whether the Production Line sets the Flow Path or not when receiving a Material.

  3. Optionally, define Incoming and Outgoing Picking Places.
  4. Select Create to complete the operation and the new Area will be created.

For Area Type Storage Area:

  1. Select whether the Area is an External Storage Area.

  2. Select a Flow Path for the Area to be primarily used when receiving a Material at this Area or when creating a Material at a Storage Location.

    Note

    The Step must exist in the same Area of the Storage Area.

  3. Specify whether the Storage Area sets the Flow Path or not when receiving a Material.

  4. Optionally, define Incoming and Outgoing Picking Places.
  5. Optionally, define a Picking Strategy from an existing SortRuleSet.
  6. Optionally, define a Picking Sequence from an existing SortRuleSet.
  7. Select Create to complete the operation and the new Area will be created.

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