3. PDC bookings in SAP B1

Many manufacturing companies do not need the full-fledged data collection terminal. Instead, they could do very well with the much simpler PDC office terminal. In this scenario, the production data is collected (mostly) on paper, and the data is entered at the end of the day by an office assistant.

Open the sheet generator via: Production > PDC > PDC Sheet Generator.

The ‘PDC Sheet Generator Parameters’ screen will open up.

To print a prefilled sheet, tick the ‘Prefilled’ box then select the data to add to the sheet. The sheet can be prefilled with the following data:

• Employee ID
• Pr. Ord. No
• Operation Code
• Work Center

Enter the number of rows you would like to add for each allocation to the ‘Rows per allocation’ field.

Click on ‘Ok’ then set the printing options on the ‘Select Report Layout’ screen.

The Allocation ID is the identification number of the allocation that can be seen on the Job Requirements Report:

The Posting Code stands for the status of a certain phase in PDC booking. (Eg.: ‘Partial setup’, ‘Completed Job’)

Enter the data collected on the PDC screen on the PDC Bookings office terminal form. Open the form via: Production > PDC > PDC Bookings office terminal.

With the office terminal it is not mandatory to record all phases (setup, job, shutdown, break, etc.) of the operation; most typically only the job completion is booked.

When the bookings have been inserted and user presses the ‘Update’ button, the appropriate material issue for production or product receipt from production (according to the milestone settings of the operation and material lines) inventory transactions will be committed as well. After a job completion is booked on the office terminal, the status of the operation is set to ‘Finished’.

The Simple PDC Shop-Floor Wizard is an obsolete function. It is recommended to use the Mobile PDC instead.

On the PDC Administration form PDC bookings can be reviewed and modified. Open the form via: Production > PDC > PDC Administration.

The upper part of the screen is a filter. Bookings can be filtered with the following:

• Employee
• Work center
• Operation code
• Item code (of the main product)
• Production order number (range)
• Production order operation ID (range)
• Date (range)

Check the ‘Errors only’ box to list only bookings with processing errors. Uncheck the ‘Hide undone bookings’ box to include undone bookings in the list as well.

Click on the ‘Reload’ button to get the list of the bookings with the applied filters. The bookings will be listed on the upper grid.

On the middle of the screen a ‘Material’ grid and a ‘Product’ grid is displayed. When the ’Use Operation Parameters’ option is enabled on the PDC tab of Produmex Manufacturing Settings, an additional ‘Parameter’ grid is shown.

On the ‘Material’ grid the materials issued during the selected booking are listed. On the ‘Product’ grid the products received during the selected booking are listed. On the ‘Parameter’ grid the quality assurance parameters will be displayed.

Click on the ‘Close’ button to close the form.

Modify
To modify a booking, select its row and click on the ‘Modify’ button. The ‘Modify PDC Booking’ form will open up. On this form the following can be modified:

• Posting Date and Time
• Machine and Person Duration
• Completed and Rejected Quantity

If the PDC booking has inventory transactions, the completed and the rejected quantities cannot be modified.

Set to Unprocessed
To reprocess every failed transaction displayed on the screen, click on the ‘Set to Unprocessed’ button. The status of the transaction will be set to ‘Unprocessed’. These transactions will be reprocessed when the PDC Processor runs again.

Redo failed transactions
To individually reprocess bookings with inventory transaction errors, select the row of the booking and press the ‘Redo Inventory Transactions’ button.

The System Message shows the number of the successful and failed reprocesses.

Undo a booking
When the ‘PDC Allow Undo’ option is enabled on the PDC tab of the Produmex Manufacturing Settings, PDC transactions can be undone. An additional ‘Undo’ button is displayed on the screen.

To undo an erroneous booking, select the row of the transaction and click on this button. Undone bookings are marked with a tick in the box on the ‘Is Undone’ column. Undoing a Close or IsCompleted booking changes the status of the operation back from Finished to Started or Created.

When the ‘PDC Undo Only No Transaction’ option is disabled, PDC bookings with inventory transactions can also be undone. Please note that undoing a PDC booking with inventory transaction is strongly discouraged. During the process a system warning will open up. Press the ‘Yes’ button to proceed with the undoing. The inventory transactions booked for the PDC transaction will be undone too.

PDC bookings containing materials or products managed by serial or batch numbers cannot be undone.

To correct PDC transactions that were unsuccessful due low stock quantity of batch managed materials, enable the ‘Managing Rejected Batched PDC Transactions’ option on the PDC tab of Produmex Manufacturing settings. Open the form via: Production > PDC > Managing Rejected Batched PDC Transactions.

On the header transaction details can be overviewed.
The grid can be filtered with the following:

• Show successful: Tick the box to show the successful transactions linked to the rejected batches.
• Beginning of the Item Code: To filter the list based on the item code, start to enter the item code to the textbox.

Displaying options can also be set on the header:

• Grouped by Batches/ Work Centers/ Employees: Enable the grouping options by ticking the box.
• Order by Time Descending: By default the rows are sorted by the batch/ serial numbers. When this option is enabled, the rows are ordered descending by the creation date and time.

Reload
Click on the ‘Reload’ button to get the list of rejected batched transactions with the applied filters.

The transactions are grouped by the item. Click on the black arrow next to the item code to reveal the rows of the failed transactions belonging to the item.

PDC Redo
To reprocess bookings with rejected batches, select the row(s) of the booking(s) and press the ‘PDC Redo’ button.

Batch Number Change
When the transaction is failed because there are insufficient stock from the added batch but there are stock available from other batches, the transaction can be corrected by changing the batch number.
Select the transaction row to change then click on the ‘Batch Number Change’ button. The ‘Batch Number Change’ form will be open.

Batches with available quantities are listed on the grid. Add the quantity to change to the ‘Change Quantity’ cell on the row of the new batch. Remarks can be added on the ‘Comment’ textbox.
The transaction will be reprocessed by the PDC processor.

Receipt
When the transaction is failed because there are insufficient stock in the inventory, the transaction can be corrected by receiving the missing quantity. Select the transaction row(s) then click on the ‘Receipt’ button.

Add the quantity to receive to the ‘Receipt Quantity’ cell on the opening form then press the ‘Ok’ button to create a ‘Goods Receipt’ document and receive the items.

Please note: In order to create the goods receipt document, a ‘GoodsReceipt Series Name’ should be set on the PDC tab.

The selected transaction(s) will be reprocessed by the PDC processor.

Inventory Transfer
When the transaction is failed because there are insufficient stock from the batch in the warehouse, the transaction can be corrected by receiving the missing quantity from another warehouse. Select the transaction row(s) then click on the ‘Inventory Transfer’ button.

The selected transaction(s) will be reprocessed by the PDC processor.

Undo
Rejected batch transactions have no inventory bookings linked therefore can safely undone. To undo rejected batch transactions, press the ‘Undo’ button then add the quantity to undone to the ‘Undone Quantity’ field.

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