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.
您可以将资源组和资源分配给作业（制造方法）上使用的工序，以进行调度。每个资源组必须至少包含一个资源，并且在您为其创建资源之前处于非活动状态。
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.
在生产中，您通过设备、工具和人员的共同努力来制造产品。您可以使用资源组应用程序在制造流程中定义其中的每一项。
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.
如前所述，一个资源组必须至少拥有一个资源。资源是特定的制造资产。它可以是冲床或激光打标机等设备，是生产组件所需的工具。它也可以是员工，例如设置员或操作员。
Resource groups can also define equipment and skills that are placed together within a physical location.
资源组还可以定义在物理位置内放置在一起的设备和技能。
You cannot view or maintain resource groups or resources that were created in a site other than where you are logged in.
您无法查看或维护在您登录的站点以外的站点中创建的资源组或资源。
In this article, we will cover:
在本文中，我们将介绍：
- Add a Resource Group 添加资源组
- Define Costing Rates 定义成本费率
- Define Scheduling Parameters
定义调度参数 - Define Calendar Exceptions
定义日历例外 - Add a Resource to a Resource Group
将资源添加到资源组
Add a Resource Group 添加资源组
First, create a new resource group.
首先，创建一个新的资源组。
To create a resource group:
创建资源组：
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Open the Resource Group app.
打开资源组应用程序。The Landing page displays. The page lists all the existing 'Resource Groups' records. To select an existing record, select the 'Resource Group ID' link inside the grid.
将显示登陆页面。该页面列出了所有现有的“资源组”记录。要选择现有记录，请选择网格内的“资源组 ID”链接。
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To add a new resource group, select New.
要添加新资源组，请选择“新建” 。 The Details card displays.
将显示“详细信息”卡。 -
Enter an identifier for the new group using the Resource Group field.
使用资源组字段输入新组的标识符。
Enter a description for the resource group you are entering.
输入您要输入的资源组的描述。-
In the Resource Type field, search for and select a resource type.
在资源类型字段中，搜索并选择资源类型。This depends on what type of a resource group you want to create. The options include:
这取决于您要创建的资源组类型。选项包括：- Cell (C) 细胞（C）
- Machine (M) 机器（中）
- People (P) 人（P）
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In the Department field, select the to which this resource group is assigned.
在“部门”字段中，选择此资源组分配到的部门。Assigning a department to a resource group provides a way to collect multiple resource groups for various reporting and selection purposes.
将部门分配到资源组提供了一种收集多个资源组以用于各种报告和选择目的的方法。The department you select on the resource will also override any departments originally selected to record applied 'labor' and 'burden'.
您在资源上选择的部门也将覆盖最初选择用于记录所应用的“人工”和“负担”的任何部门。To learn hot to create a department, review the Creating Job Departments article.
要了解如何创建部门，请查看创建工作部门一文。 -
If this resource group is a physical place within the manufacturing center, select the Location check box.
如果该资源组是制造中心内的物理位置，请选中“位置”复选框。
More about Location 有关位置的更多信息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.
选中此复选框会导致资源组被定义为车间的目的地，原材料和部分完成的产品数量均在此交付。它还指示从该资源组中取出已完成的产品数量以发送到下一个工序、运送给客户或接收到库存。位置资源组还定义了针对劳动力交易的制造负担（间接费用）的主要金额。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 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.
由于此功能，定义为位置的资源组可以控制操作的实际负担量。位置资源组上定义的负担率会覆盖为作业操作选择的主要资源组上使用的任何负担率。当车间员工针对地点资源组输入劳动力时，该资源组的负担率将用于劳动力交易，而不是作业工序中计划资源组的负担率。您可以使用此功能来分配工具、产品夹具等的负担成本，以便将它们包含在实际负担金额中。 -
In the Warehouse/Bins group box, in the Input Warehouse and Input Bin fields, select a warehouse and bin records.
在仓库/库位组框中的输入仓库和输入库位字段中，选择仓库和库位记录。
This is 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.
这是资源组从中提取材料的仓库。当前站点中包含的仓库和共享仓库都显示在此列表中。More about Input Warehouse and Bin
有关输入仓库和箱的更多信息- 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 apps '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 in the 'Material Queue' app.
- When the input warehouse and bin are the same as the output warehouse and 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 the 'Report Quantity' app or 'End Activity' (Data Collection). 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.
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Select Output Warehouse and Out Bin.
选择输出仓库和出库。
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.
这指定一旦需要移动该资源组中的工作，物料将移至的仓库。当前站点内包含的仓库和共享仓库都可供选择。 -
If required, select Backflush Warehouse and Bin.
如果需要，请选择“反冲仓库”和“料仓” 。
This specifies the warehouse that 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.
这指定用于仓库/箱拣选的仓库。如果资源组的“输入仓库/仓位”值在该位置没有正的现有数量，则将从该位置反冲工序。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.
反冲是物料的自动发出。当现场特定的劳动操作需要该材料时，或者作为工作结束过程的一部分时，可能会发生这种情况。 -
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.
如果需要，请选中“自动移动”复选框，以表明您不想在完成此资源组中的工作时创建物料队列请求。
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If required, select the Subcontract check box to indicate that this resource group is used for subcontract (outside processing) operations.
如果需要，请选中转包复选框以指示该资源组用于转包（外部处理）操作。
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.
如果您正在创建的资源组实际上是您的供应商之一或位于供应商的站点，则您将选中此复选框。 -
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.
如果需要，如果该组中的机器资源应与外部数据收集 (DC) 同步，请选中机器 MES复选框。您可以将该组中的资源分配给与机器 DC 集成的操作记录。
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.
当您选中此复选框时，会出现一条确认消息，通知您组中所有资源的机器类型将更改为 M（机器）。选择“是”继续或选择“否”取消。This check box activates only if your resource group holds the M (Machine) resource type.
仅当您的资源组拥有M（机器）资源类型时，此复选框才会激活。 Select Save.
选择保存。 Remain in the Resource Group app.
保留在资源组应用程序中。
Define Costing Parameters
定义成本核算参数
You define costing at the resource group an resource levels.
您可以在资源组和资源级别定义成本核算。
To define costing parameters:
要定义成本核算参数：
You are on the Details card.
您位于详细信息卡上。-
In the Costing Burden Rates group box, enter a burden rate value in the Production field.
在成本核算负担率组框中，在生产字段中输入负担率值。
These rates control the burden, or overhead cost, associated with running a resource group.
这些费率控制与运行资源组相关的负担或管理成本。 -
In the Setup field, enter a burden rate value.
在设置字段中，输入负担率值。The setup rate is multiplied by the setup hours or cost.
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Select Flat or Percent in the Type field.
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.
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In the Quoting Burden Rates group box, enter a burden rate value in the Production field.
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.
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In the Setup field, enter a burden rate value.
The setup rate is multiplied by the estimated setup hours.
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Select Flat or Percent in the Type field.
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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.'
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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'.
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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.
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In the Setup field, enter a setup labor rate value.
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.
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Define the burden hours using the Burden Hours group box.
View OptionsThe options include:
- Split Burden - Controls the distribution of labor and burden hours during 'Data Collection'. 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.
- 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 'Data Collection'.
- 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.
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In the Crew Sizes fields, enter how many shop employees work within this group.
You can have different crew sizes for 'setup' and 'production'.
Select Save.
Remain in the Resource Group app.
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:
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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.
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In the Calendar field, search for and select the production calendar associated with the resource group.
The selected calendar is the default calendar used for resources created within this resource group.
To learn about how to create a production calendar, review the Adding a Production Calendar article.
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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 to handle the scheduling blocks, then the operation's total time can be reduced.
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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.
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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.
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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 to '0', meaning that any overload displays on the 'Overload Informer'.
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The Daily Production Capacity is a non-time constraint you can use to measure the available capacity on a resource. It defines the amount of non-time units a resource can produce during a working day. Resources that use non-time constraints to measure capacity typically referred to as Batch resources. These resources can combine materials from multiple jobs into a single batch for production. Non-time constraints only work when you use the Finite Capacity calculation (finite scheduling) against your resources.
For example, a resource may only be able to produce a 10 quantity of cubit yards of cement per working day, or an oven only has 4 racks that can be filled per working day. When you enter the Daily Production Capacity for a resource or a resource group, the scheduling engine will not schedule more load against this capacity constraint - even if there is capacity available.
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Define the rest of the scheduling related options.
View OptionsThe options include:
Select the Use Calendar for Move Time check box to use the calendar for move time.
Select the Use Calendar for Queue Time check box to use the calendar for queue time.
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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.
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.
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In the Finite Horizon field, enter a finite horizon value in production days.
The 'Finite' capacity represents 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. The value you enter in this field specifies how many days ahead of the current date load is calculated.
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 = Resource > Resource Group > Site
Select Save.
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 'Frida'y 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:
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Scroll slightly down to locate the Calendar Exceptions card and expand it.
You can also select the 'Calendar Exception' node in the Nav tree.
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On the Calendar Exceptions card, select the date on which the hours normally worked, but now on a specific date will be different.
To navigate to the month you want, use the 'forward' and 'backward' buttons.
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Double-click the day inside the calendar.
The Calendar Exceptions panel opens.
In this case, we double-clicked '10th April' of '2023'.
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Inside the panel, select or clear the check boxes to indicate the hours during which work will or won't occur on this date using the Production Hours group box.
Inside the panel, enter a label for you exceptions using the Exception Label field.
Select OK to confirm and to close the panel.
Select Save.
Remain in the Resource Group app.
Add a Resource to a Resource Group
Next, learn how to add a resource to a resource group.
When you add a resource, you can define different values to the resource group the resource belongs to or the added resource can have the same values, depending on whether you clear or select the 'Use Resource Group Values' check box.
In this article, we will only cover settings that are resource specific and you cannot define them at the 'Resource Group' level using the 'Details' card. The majority of the setting are the same as on the 'Detail's card.
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You are on the Details card.
If the 'Details' card does not display, in the Nav Tree, select the Details node.
This is the very top node.
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In the Nav Tree, select the Resources > Resource Details node.
The Details card displays.
Select New.
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In the Resource field, enter the unique identifier for the resource.
From here onwards, we will only address the settings that are 'resource' specific.
Enter a description for the resource you are entering.
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In the Resource Type field, search for and select a resource type.
This depends on what type of a resource group you want to create. The options include:
- Cell (C)
- Machine (M)
- People (P)
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Specify a production calendar if different from the calendar defined at the resource group level.
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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.
More About Concurrent CapacityThis 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 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.
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If the resource is a tool or something else has a part number associated with it, search for and select a part in the Linked Part field.
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If applicable, specify the asset number for this resource using the Asset Number field.
Asset Number License Rules- 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.
- 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.
The Equipment ID field displays the identifier for the equipment record (if any) associated with this resource.
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Select the Create check box to specify if a capital equipment record should be created for this resource.
Select the check box to create an equipment record for use in the 'Maintenance Management' module. This allows you to identify the resource as a capital piece of equipment, for which maintenance tasks are being tracked. You can update the resulting record in the 'Equipment' app.
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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.
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In the Specification ID field, search for and select a specification being used for calibration of the piece of equipment (if any) associated with this resource.
To learn how to create a new specification, review the Creating Specifications article.
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The Last Calibration Date specifies a date when the item was calibrated using the 'Inspection Data Entry' app.
To learn how to create inspection plans, review the Adding Inspection Plans article.
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In the Operation field, search for and select an operation you want to associate with this resource.
When this resource is added to a method of manufacture (routing) during 'Job Entry', 'Quote Entry', or in the 'Engineering Workbench', this operation is the one used to create the operation sequence.
To learn about adding operations in Kinetic, review the Creating Operations article.
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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.
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Scroll slightly down to locate the Capabilities card and expand it.
The card displays capabilities the resource is linked to. You link resources to capabilities in the 'Capability' app.
To learn about how to create a capability record, review the Creating Capabilities article.
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Scroll slightly down to locate the Machine MES card and expand it.
This card 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.
The card is only available for entries, if the added resource is set to 'Machine MES'.
You can specify the following fields:
- 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.
- Runner Wt - The amount of excess material that is consumed during a machine cycle and that does not go into the resulting part.
- 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.
- 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.
- Misc Info - Additional notes about the tool. This is a user definable field.
- Brand - The tool maker for the tool.
- Loc ID - Location of the tool.
- 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.
- 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.
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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:
- Resource type
- Machine MES (check box)
- Number of cavities
- Runner weight
- Resource description
- Setup time and tear down time
- Status
- Miscellaneous info
- Brand and location
- (PM) Preventative maintenance map
- Setup URL
- Last Sync - The date and time that this resource record was last synchronized between Kinetic and the machine DC.
To set your resource to Mobile Resource, scroll slightly down to locate the Mobile card and expand it.
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Select the Epicor Mobile Resource check box.
Mobile resources are used in the 'Mobile' applications and are linked to mobile operations. A mobile operation must satisfy one of the following criteria:
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 to 'Location' in the 'Resource Group' app.
At least one resource group that includes a resource marked as 'Epicor Mobile Resource' must be linked to a mobile operation in the 'Job Entry' app. The resource group must be set to '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.
Select Save.
Exit the Resource Group app.