Each production order consists of a list of operations to be executed by (labor) resources on the production floor. Each day, labor resources on the shop floor will have a list of operations which need to be completed so that finished goods are delivered on time.
Such users need to know what tasks they have for the day, the order in which tasks should be carried out, and which components are required to complete their task. DEAR MES mobile application makes this information available to users on the go and allows them to mark production actions as executed from a mobile device. Users can only see tasks that have been assigned to them.
MES allows users to carry out the following actions directly from their workstation or device:
- View production tasks that have been assigned to them.
- Start, suspend, and complete operations
- Track actual time elapsed in an operation
- Specify output location
- Specify batch/serial # and expiry date of finished products
- Enter actual produced and wastage quantities
- Consume components
- Edit operation components and resources to reflect actual quantities
- View notes and attachments
- Add notes and attachments for production operations
- Put away finished products
- Pick finished products and components from shopfloor work centers
- Put away picked items to any organization location
Actions executed in the MES application are passed to DEAR to initiate stock movements and accounting transactions for production orders, production run, capacity planner, and scheduler.
NOTE: MES application requires Android 4+. Application does not support offline mode.
- Getting Started with the Production Module
Table of Contents
- Specify human resources
- Set user permissions
- Download MES application
- Log in to MES
- Configure Work Center Settings
- View production Task List
- Put Away finished products
Specify labor resources
DEAR MES application allows production actions to be executed by the workers on your shopfloor. In order for DEAR to keep track of who has performed which actions with full transparency, each worker must be specified as a labor resource before production actions can be assigned.
When logging in, the login email is checked against the list of resources in DEAR. The user will automatically only see operations in which the resource they belong to is listed. A user will not see operations to which they are not added as a resource. If the user is not added as a resource to any operation, no tasks will be displayed.
See Managing Production Resources for detailed instructions on how to add a new resource in DEAR and how to specify its operational hours and capacity.
Set user permissions
Users must have the following permissions enabled in order to access DEAR MES:
- Production List and Tasks (full access) - grants access to the Task List and production tasks.
- Production order fulfillment (full access) - grants access to Put Away tasks.
Users will also need to be granted access to the Shopfloor locations where they will execute tasks. If access is not granted to a location, tasks in that location will not appear on a user's task list.
Download MES application
The MES application is available for download in the Google Play store (for Android). Please download the MES application to the devices where it will be used and install before continuing. MES is not currently available for iOS but this is planned for a future release.
Log in to MES
Open the DEAR MES application to see the login screen. Account credentials (email and password) are the same as the credentials used to log in to DEAR.
When logging in, the login email is checked against the list of labor resources in DEAR. The user will automatically only see operations in which the resource they belong to is listed. A user will not see operations to which they are not added as a resource. If the user is not added as a resource to any operation, no tasks will be displayed.
Select Working Area
Once a user has logged in to the application, they can select their Working Area: Organization and Shopfloor.
- Organizations contains a dropdown list of all organizations which the user has access to.
- Shopfloor contains a dropdown list of all locations defined as shopfloor within that organization. If access is not granted to a location, tasks in that location will not appear on a user's task list.
Once working area has been selected, pressing Next will take the user to the Main Menu screen.
Configure Work Center Settings
Access Work Center Settings from the main menu. On this screen, the user can specify which work centers of a shopfloor they belong to. Only tasks assigned to the selected work centers will be shown on the Task List.
All available work centers created in DEAR and connected to the working area Shopfloor are shown. By default, all are checked. Non-operational work centers are not displayed in this list.
The user must select all work centers they belong to. Users will receive all production tasks assigned to this work center.
View production Task List
Users can view tasks assigned to them from the Task List. From here, users can:
- View production operations which use resources the user belongs to
- Start, suspend, and complete production operations
- Consume components for production
- View notes for production operations, runs, and orders
- Add and edit notes for production operations.
- View and add attachments.
Actions executed in MES will be communicated to DEAR inventory and vice versa.
Production order tasks are passed to the MES application when a Production Run is created and saved. If a released production order is Completed, Undone or Voided, it will be removed from the task list. Users can only view the tasks that have been assigned to them at the work centers selected in the Work Center Settings.
Access the Task List from the Main Menu. Pull the device screen or switch from one tab to another to refresh the task list.
- By default, the user can view All tasks, Overdue tasks, or tasks scheduled Today and Tomorrow. Time is calculated from the user's local time.
- Search tasks by operation name, product name, Production Order/Run number, product name and work center code.
- Filter tasks to show In Progress, Scheduled, or Suspended tasks.
Each task view card contains:
- Work Center code, operation name, and production order #.
- Priority indicator (Urgent, Medium, Safe) based on the remaining manufacturing buffer remaining for the production run.
- Final product being produced for this production run/order.
Tapping the task view card opens the operation screen, where further actions can be taken.
Tapping the task view card opens the operation view. Work center code, operation name, and product name are displayed on the top bar of the screen. Next, the operation card displays:
- Quantity to Produce: Quantity of finished product for the current Production Run.
- Actual Time: Timer which tracks actual time elapsed from starting the operation.
- NOTE: Actual time is calculated from the times the operation is started, suspended, resumed, and completed. It is not possible to edit production time from the MES application, however, users with the Edit actual time permission can edit actual production time from within DEAR if required.
Tapping Start starts the production operation and the timer. This updates DEAR with inventory movements and accounting transactions for component and resource costs.
Save saves changes made to the production operation. Reset returns the operation to its default values.
Components, resources, notes, and attachments (files) can be managed and viewed from their respective tabs.
The To Consume tab shows what is consumed and expected to be produced in this operation. This includes components, inputs, outputs, and finished products. See Production BOM entry types for more information on operation entry types.
Outputs and finished products are listed the expected quantity to be produced from this operation. This quantity cannot be edited.
Components and inputs are listed with the following information:
- Required: Planned component quantity for this operation.
- Consumed: Quantity consumed from inventory for this operation.
- Wastage: Optional field to input wastage quantity if application.
Clicking Auto-consume automatically enters the Consumed field with the quantity from the Required field, picking components from the operation work center's connected input bin. If the quantity of required components in the connected bin is not sufficient, the user will have to manually consume components from another location (see below).
Tapping Consume/Wastage on a component allows the user enter the actual quantity consumed. If the component has a serial/batch #, it can be scanned or entered here. Users can also change the pick bin. Components and quantities can be edited at any time until an operation is completed.
NOTE: BOM components cannot be deleted from an operation, however the quantity can be set to 0.
Add a new component by clicking on the Search button and typing in the product name or SKU, then tap on GO or tap the Enter/Arrow key of the keyboard (depending on device). Select the product from the list.
In the new window select the search button again, the product will populate on the screen with the default qty 1. Amend the QTY if needed then press Finish. In the new screen, press save.
NOTE: Products with the tag New Components can be deleted. BOM components cannot be deleted, but their quantity can be set to 0.
The resource tab displays all planned resources for the operation.
- Click Add resource to add a new production resource.
- Tap the delete icon to remove a resource.
- Tap Quantity to edit resource quantity.
Resources can be edited at any time until the production operation is completed.
Notes and files
The Notes tab displays production operation notes. Click Add note to add a new note to the operation. Clicking an existing note allows the user to edit the note. Tapping the delete icon deletes the note from the operation. Users can edit or delete notes made by other users.
The Files tab displays attachments for the production order, production BOM or for any resources allocated to the operation. Tap a file to view it, tap delete to remove the file. Click Add file to upload a file to the operation. Users can delete files added by other users.
Start and suspend operations
Tapping Start starts the production operation and the timer. Tapping Suspend pauses the operation and the timer, the user must select from a menu of reasons for suspension (see Add reasons for work center suspension). Tapping Resume restarts the timer.
NOTE: Actual time is calculated from the times the operation is started, suspended, resumed, and completed. It is not possible to edit production time from the MES application, however, users with the Edit actual time permission can edit actual production time from within DEAR if required.
Pressing Complete completes the operation and stops the production timer. Components and resources can no longer be edited. If the production operation does not produce output or finished products, this completes the operation and returns the user to the task list.
Products Output will now be displayed if the operation produces an output or finished product.
If production operation produces an output, the system will place the output in the specified output bin for that work center. User can manually enter the produced and wastage quantity if they differ from expected values.
Finished products of the operation are displayed on this screen. Pressing Edit output data allows the user to edit the following data:
- Produced quantity: User can edit this field to reflect actual quantity produced. By default, this field will contain the planned quantity.
- Wastage quantity: User can edit this field to edit any wastage quantity.
- Location: Output will be stored by the system in this location or bin until put away is executed. By default, contains the output bin location for this work center.
- Serial/batch (Serial/batch costing methods only): Text or scan input for serial and batch numbers. If no serial/batch # is input by the user, the system will auto-generate numbers.
- Expiry date (FEFO costing methods only): Date picker for expiry date input.
Press Complete to finish the operation and return to the task list.
NOTE: This does not put the items away. Output will be stored by the system in the specified output location until put away is executed.
View Put Away List
Put Away executes picking finished products or components from the work center output locations and putting them away in other locations of the organization. Output locations must be mapped for this work center.
In order to be able to see the FG in the Put Away list in MES, the work centre for that operation which contains an output or FG should be mapped to the Output Bin.
Put Away causes changes in Production Order, Production Run, stock movements, and accounting operations.
Users can access the Put Away list from the Main Menu. All work centers with finished products or components for the selected shopfloor will be displayed. Tapping Finished Goods or Components to open the pick screen.
Pick components or finished products for put away by scanning barcodes or manually entering the SKU and tapping enter. Picking can be partial or full. Tapping Pick All will pick all available items at that work center. When picking is done, click Finish Picking to move to another work center.
When all items have been picked, click To Put Away to move to the next stage. A popup will be displayed with a list of suggested put away locations. Select a location to continue. All picked products must be put away to the selected location.
Select a bin (if applicable) where the items will be put away. Select items to put away by scanning barcodes, manually entering the SKU and tapping enter, or entering the number of items to put away and tapping Place. When there are no items left to put away click Finish. This will create a completed transfer order to the indicated location in DEAR to reflect the stock movements. User can now exit Put Away.