Create Step#

Step.Create

Step.CreateTemplate

Step.CreateFromTemplate

Overview#

This operation is used to create a Step. 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 precondition of the transaction.

Preconditions#

• The Step name cannot contain special characters such as : or /.
• The Step name does not exist in the system.
• The system only allows the properties Fixed Cost, Cost Per Unit, and Cost Per Hour to be modified if the Costing module is properly licensed in the system.
• If the property Is Material Transfer Step in the Step is changed from true to false, there must not be any active Material Transfer that references that Step as either a From Step or To Step.
• If Step Use In Step Sampling is true, the Step Sub-Material Track State Depth must be below or equal to 1.
• If the Pass-Through property is set to true, the Step cannot be referenced either as From Step or To Step in any active Material Dependency entry.

Sequence of Steps#

Step 1: General Data#

1. Provide a name for the Step.
2. Optionally, enter a description of the Step.
3. Select the Step Type. The list of possible values is taken from the StepType Lookup Table.

4. Define the Step processing type:

   • Logistical - a Step that serves as a waystation between other Steps, such as warehouse depositing, storage or physical hold.
   • Metrology - a Step typically used for measurement, quality control or inspection procedures.
   • Process (default) - a Step used for Material processing and transformation.

   Info

   When a Material is tracked in at a Resource in a Step defined as having processing type Process, the value for Last Process Resource of the Material is set with that Resource.

5. Specify the display order (for reporting and display purposes). Steps are first sorted by their display order and afterwards, by their name.

6. Optionally, select a Material Sort Rule Set to be used for sorting the Materials in the Step View. If not specified, the Materials will be sorted by name.

7. Optionally, select a Resource Sort Rule Set to be used for sorting the Resources when selecting a Resource for a Material. If not specified, Resources will be unsorted.

   

8. Optionally, specify a Printable Document to be used as Lot Traveler for this Step.

   Note

   Only the Printable Documents of type Lot Traveler can be selected.

9. Optionally, specify a Printable Document to be used as a Material Label for this Step.

   Note

   Only the Printable Documents of type Label can be selected.

10. Specify whether the Step is Pass-Through. A Material in a Pass-Through Step can only be moved next, it cannot be dispatched or tracked in.

11. If the Step is not Pass-Through, define whether the Step is a Packing Step. If the Packing Step property is set to true, you need to enter the following information:
    • From Packing Level
    • To Packing Level
12. If the Step is not Pass-Through, define whether the Step Enables In-Process Verification.

13. Specify the Sub-Material Track State Depth - 0 (default) means that only the Top-Most Material State is tracked, 1 means that only the first level of Sub-Materials are tracked and so forth.

    Info

    For more information on Sub-Material Track State Depth, see the Sub-Material Processing tutorial.

14. Specify the Setup Characteristics (defaults to Null). If you set this property to Rule, you must provide a Setup Calculation Rule.

    Info

    For more information on Setup Characteristics, see Scheduling Setups.

15. Specify whether Dispatch and Track-In are linked by default, that is, if they are performed together. This determines the default button that is shown in the Resource and Step views when a Material is Queued.

    Note

    If the Dispatch and Track-In by Default flag is true for a given Step, in Step View, Resource View and Material Details, the Dispatch and Track In operation remains in the ribbon and the Dispatch operation is moved to the More section of the ribbon. If the Dispatch and Track-In by Default flag is false, the Dispatch operation will remain in the ribbon and the Dispatch and Track-In is moved to the ribbon.

16. Specify whether Track-Out and Move Next are linked by default, that is, they are performed together.This determines the default button that is shown in the Resource and Step views when a Material is In Process.

    Note

    If the Track-Out and Material Move Next by Default flag is true for a given Step, in Step View, Resource View and Material Details, the Track-Out and Material Move Next operation remains in the ribbon and the Track-Out operation is moved to the More section of the ribbon. If the Track-Out and Material Move Next by Default flag is false, the Track-Out operation will remain in the ribbon and the Track-Out and Material Move Next is moved to the ribbon.

17. Select the Track-Out Losses Mode:

    • Main Material - losses for main material screen are shown during the track out.
    • None - no loss screen is shown during the track out.
    • Sub-Materials - losses for sub-materials screen are shown during the track out.

    

18. Select whether the Step can be used in Split and Track-Out operations, allowing partial Material quantities to be tracked out while the main Material remains tracked in.

19. Select whether the Step sets the Material units or not by setting the Set Units property. If the Step sets units, upon arriving to the Step the Material will have their units converted to the Step units. If the Step does not set units, upon arriving to the Step, Materials will retain their original units.
20. If the Set Units property is set to true, it is necessary to specify the primary units and optionally, the secondary units of the Step.
21. Select whether Shipping is allowed for this Step.
22. Select whether Material Transfers are allowed from/to this Step.
23. Select whether Decimal quantities are allowed. If no Decimal quantities are allowed, only integer quantities can be specified for the Material in this Step.
24. Select whether Auto Split by Product is allowed - this is only applicable for binning. When set, if the Material is graded at Track-Out, it will automatically be split by Product.
25. Select whether the Step is allowed to count the quantities as volumes for Plan.

26. Select whether the Step marks the Product Completion or not. When a Step marks the Product completion, if a Material arrives at the Step and it is associated to a Production Order, the system will enforce that the Material Product and Units match the Production Order Product and Units and the Material will be considered Completed in the Production Order.

    

27. Select whether Enable In-Process Verification should be enabled for this Step (in accordance with 12 above).

28. Select whether the Enable Step Certifications Requirements should be available for this Step. These Certifications are checked in addition to the Resource Personnel Requirements.

    Note

    If you want the Enable Step Certification Requirements property to be available for use at the Step level, the Integration User property must be set to false. For more information, see Users.

29. Select whether Time Constraints are enabled from/to this Step.

30. Select whether Instruments (Resources of Processing Type equal to Instrument) are required for Track-In operations.
31. Select whether Instruments should be disassociated from the Resource at Track-Out.
32. Define whether Pass Yield should be calculated at this Step.
33. Define whether to Use Container Restrictions or not (defaults to false).

34. Select the behavior regarding Checklist Instances when splitting a Material:

    • Create Copy - a copy of the existing Checklist Instance in its current state is copied to the Child Material(s).
    • Create New - a new Checklist Instance is created.
    • Create None - no Checklist Instance is created.

35. Select whether when using mapping and recording losses in the GUI, the loss classifications should be considered mandatory or not in this Step.

36. Define whether the Default Execution Mode for the Future Logistic Actions is manual or automatic. Logistic Actions include Splits, Splits For Step and Merges.
37. Define whether if Material Labels are automatically printed at this Step.

38. Optionally, select the Queued and Processed services used for Storage of Material at this Step - these services must be of type Storage and they will be used by the Store Material operation for queued and processed Material respectively.

    

Step 2: Areas#

1. Specify the Areas to which the Step belongs, by using the and buttons in the grid's toolbar. A Step must belong to at least one Area and it can only belong to one Area per Facility.
2. Select Create to complete the operation.