Walkthrough: Set Up New Capacity

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In this article, we take you through the steps to use the Contoso Coffee demo data in how you manage capacity.

Scenario

You are the production planner at Contoso Coffee. In response to changes on the shop floor, you must set up a new work center, Test Department. The new work center has one machine center, Testing. The new centers must have a capacity calendar for a single shift from 08:00:00 AM to 4:00:00 PM, Monday to Friday.

Steps

  1. Set up the work center.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter work centers, and then choose the related link.

    2. Choose the New action, and then fill in the fields as described in the following table.

      Field Value
      No. 700
      Name Test Department
      Work Center Group Code 1, Production department
      Direct Unit Cost 3.25
      Unit Cost Calculation Time
      Flushing Method Manual
      Gen. Prod. Posting Group NO VAT

      Note that this selection depends on your accounting setup and country/region.
      Unit of Measure Code MINUTES
      Capacity 1
      Efficiency 90
      Shop Calendar Code 1

      In the Shop Calendar Code field, the setting 1 means one shift from Monday to Friday.

    3. Close the work center card.

  2. Set up the machine center.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter machine centers, and then choose the related link.

    2. Choose the New action, and then fill in the fields as described in the following table.

      Field Value
      No. 760
      Name Testing
      Work Center No. 700, Test department
      Direct Unit Cost 3.25
      Flushing Method Manual
      Gen. Prod. Posting Group NO VAT

      Note that this selection depends on your accounting setup and country.
      Capacity 1
      Efficiency 90

    3. Expand the Routing Setup FastTab, and then, in the Setup Time field, enter 10.

  3. Calculate the machine center capacity calendar.

    1. Choose the Calendar action.

    2. In the Machine Center Calendar page, on the Matrix Options FastTab, set the View by field to Month.

    3. Choose the Show Matrix action.

    4. On the Machine Center Calendar Matrix page, choose the Calculate action.

    5. In the Calc. Machine Center Calendar page, on the Options FastTab, set the Starting Date field to January 01.

    6. Set the Ending Date field to December 31.

    7. On the Machine Center FastTab, in the No. filter field, select 760, Testing.

    8. Choose the OK button. After the batch job finishes, it returns you to the Machine Center Calendar Matrix page.

    9. Choose the Refresh action.

    10. On the line for machine center 760, Testing, drill down into the value in the January column.

On the Calendar Entries page, the daily capacity entries in the Capacity (Total) field are for 480 minutes. This reflects one eight-hour shift for each work day. Also, the Capacity (Effective) field shows 432 minutes. This reflects the 90 percent efficiency rate that you assigned to the machine center.

See also

Introduction to Contoso Coffee Demo Data