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Begin Setup#

🔒 Resource.BeginSetup

Overview#

This operation is used to mark the Resource as being in setup, indicating that the user is beginning setup for a Material or Production Order Step on a given Resource.

Setup#

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

Preconditions#

  • The Processing Type of the Resource is Process or Line.
  • The Resource property In Setup must be false.
  • If the Resource Setup Mode is different from Not Required:
    • The Setup Characteristic property of the Step must be set.
    • A Material must be selected.

Note

If the Setup Begin and Complete Mode property of the Resource is Auto Begin and Complete, Begin Setup can only be called from the Perform Setup operation.

Sequence of Steps#

You can perform this operation from several points of entry:

  • If available, from the Production Order Step - from the Resource details page, go to the Schedule View, select the Production Order Step and select the Begin Setup button on the top ribbon to open the wizard.
  • From the Step - go to the Step View, select the Material or Resource that you need, and then select the Setup button to access the Begin Setup wizard.
  • From the Resource - since the Resource is already selected, select the Begin Setup button on the top ribbon to open the wizard.

Step 1: Setup Mode Not Required#

  1. Select a Resource matching the preconditions.
  2. If the Setup Mode of the Resource is Not Required, select the Begin Setup button on the top ribbon to open the wizard.

  3. You may change the state of the Resource by selecting a new state from the drop-down list. In case that the state transition is associated with Reasons, you can accept the suggested Reason or select another one:

    Screenshot showing a setup screen where "Setup Mode Not Required" is indicated.

  4. The system will suggest a default transition, and if applicable, also a Reason, which you will be able to override.

  5. Optionally, enter a comment.
  6. Select Begin to complete the operation.

Step 1: Setup Mode Is Required#

  1. If the Setup Mode of the Resource is Always or On Changeover, you must go to the Resource View and select a Material.

  2. In the More button, find and select the Begin Setup button:

    Screenshot showing a UI with a "Begin Setup" button highlighted in the context of setting up a device.

    Info

    If Running Mode and Lane configurations have been set, you must select valid options from the ones available in the drop-down list.

  3. The system will suggest a default transition, and if applicable, also a Reason, which you will be able to override.

  4. Optionally, enter a comment.
  5. Select Begin to complete the operation.

Note

If the Resource is a Top-Most Resource and its Processing Type is Line, you have the option to also Begin Setup for All Sub-Resources.

The default is taken from the GUIElementDefaultValue Generic Table with the following information: Context = Resource.BeginSetup, Element = BeginSetupForAllSubResources, and Value = True (by default).