When Personal Time Management is enabled, you have to log in with PTM before starting the work with the Production Data Collector. Press the PDC icon. Enter the employee ID and click on the ‘Login’ button to log in.

If the employee has any open jobs, the system will proceed to the ‘Running Jobs’ screen otherwise the user will be redirected to the ‘Start Job’ screen.

The running jobs window shows all operations that were already started by the employee that has logged in. The jobs for which there is already a started booking (setup or job) or a partial booking will appear.

Displayed information:

1. Operation phase
2. Doc Entry – Line Number (Operation code – name)
3. Production order number, Main product code (name)
4. Open quantity, Planned Quantity, Assigned work center
5. Time of the last PDC booking for the operation
6. Date of the last PDC booking for the operation
7. Type of the last PDC booking for the operation

Select an operation from the list. Tick the white box or scan the DocEntry-LineNum identified to the search bar then press TAB.
The DocEnry- LineNum identifier can be found on the Job Requirements report.

To start a new operation that is not listed, scan or enter the DocEntry-LineNum identifier from the related production order then press the ‘Start’ button. The system will proceed to the ‘Start Job’ screen. See: 2.2.2. Start Job

To stop a running operation, press the ‘Stop’ button. See: 2.2.7. Complete Setup or 2.2.8. Complete Job
To make partial booking for a running operation, press the ‘Partial’ button. See: 2.2.3. Partial Completion
To review bookings, press the ‘Admin’ button. See: 2.2.9. Admin
To logout as the current employee, press the ‘Logout’ button.

If the employee has no running jobs, he is redirected to the Start Job page.

The default work center is the work center defined for the terminal on the ‘PDC Terminal Configuration’ user table. To disable the default work center, set the ‘Work Center Ignore’ option to ‘Yes’ for the employee on the PDC Extended Configuration user table. When there is a default work center, bookings can be created only for operations with the feature assigned to the default work center.

Scan or enter the DocEntry-LineNum identifier of the operation to the ‘Operation’ field.

If there is a default work center, the work center field will be populated automatically. The user cannot modify the work center if the default work center is mandatory. The default work center is mandatory in the following cases:

• The employee and/or the work center has no configurations set on the PDC Extended Configuration user table and the ‘PDC Modifiable WC for Start’ option is disabled on the Thin Client tab of Produmex Manufacturing settings.
• The ’Work Center Modification’ option is disabled on the PDC Extended Configuration user table for the employee and/or work center.

Otherwise the work center is not mandatory and the user can select an alternative work center.

If there is no default work center, the user has to enter the work center or select it from a list of available work centers by pressing F11. If there is only one work center for the feature that belongs to the operation, the work center field will be automatically populated with it.

If the operation has a mandatory work center, the operation can only be started on the mandatory work center.

Then he can click on 'Start Setup' or 'Start Job' to start the operation. Based on the settings on the Thin Client tab, setup bookings might be allowed for operations without setup or might be forbidden for every operation. Only operations that meet the following conditions can be started:

• Production order is released
• The operation status is Created or Started

The ‘Clear’ button erases the contents of all fields, so the entered data will be lost. If the user clicks on the ‘Logout’ button, he will be logged out and redirected to the Login screen.

On the next screen the user can overview the details of the operation. Press ‘Done’ to start the setup/job or press ‘Cancel’ to go back to the previous screen.

During the Start Job/Setup phase, materials might be issued depending on their milestone type. For more information about issuing materials please see:2.2.5. Materials.

To create bookings for a partially completed job/setup, press the ‘Partial’ button. After a partial booking the job/setup remains open therefore it will be listed among the running jobs.

Enter the completed and rejected quantity (if any) for the operation.

Define a Bin Location for material issues/product receipts on the ‘Bin Location’ field. The default Bin Location is the bin location specified on the PDCExtendedConfiguration UDT. If no bin location has been defined on that form, by default the bin location specified for the work center is shown. If there is no bin location specified on either form, the bin location is empty by default.

The bin location selected on this screen can be overridden for materials and products.

Press the ‘Done’ button to proceed.

If there are by-products for the operation or the operation is the last operation on the production order and the product is linked to it with a milestone, ‘Products’ screen will open up. Please see: 2.2.4. Product and By-Products

If an operation has materials linked to it with a milestone, the ‘Materials’ screen will open up. Please see: 2.2.5. Materials

After the booking was created, the system will return to the Running Jobs screen or the Start Job screen if the employee has no running jobs. When the ‘Logout after PDC bookings’ option is enabled on the Thin client 2 tab, the employee will be automatically logged out and redirected to the Main Menu.

When the ‘Enable Partial Book & Stay’ option is set to true, an additional ‘Done & Stay’ button is displayed on the Partial Job screen. To stay on the ‘Partial Job’ screen after the booking was created, perform the partial completion after pressing this button.

Receive the products or by-products on the ‘Products’ screen. On the grid the main product and the by-products (if any) are listed. The main product is always listed first.

Select the product on the grid then enter the quantity. Add the quantity by pressing the ‘Add’ button or overwrite the quantity by pressing the ‘Update’ button.

The default quantity of the main product is the quantity added on the partial or complete job/setup screen.

The default quantity of a by-product is calculated from the received quantity of the main product and the base quantity of the by-product. It is possible to receive more or less of a by-product than the calculated quantity.

The default bin location is the bin location specified for the operation but it can be adjusted. Scan or enter the destination bin location to the ‘Bin Location’ field or select it from a list after pressing F11. To add a product to different bin locations, select the bin location then press the Bin Location button (F3). The ‘Product Bin Location Picker’ screen will open. (Please see: 2.2.4.3. Product Bin Location Picker). Please note: The bin location for items managed by batches or serial numbers can be added on the Product Batch/Serial Numbers screen therefore the bin location picker function is not available for such items.
When using the Legacy mode, the Bin Location button is not displayed and the Product Bin Location Picker screen cannot be reached.

After the PDC processor processes the booking, the system automatically creates the Receipt from Production document for the main product and receives it to the inventory. By-products will be taken into stock with a Goods Receipt document which will be converted to a Receipt from production document after the main product has been booked.

If the main product is managed by batches or serial numbers, add the serial/batch numbers before receiving the product. Press the ‘Serial/Batch’ button. If the product is managed by batches, the Product Batch Numbers screen will open. (Please see: 2.2.4.1. Product Batch Numbers).

If the product has serial numbers, the Product Serial Numbers screen will open. (Please see: 2.2.4.2. Product Serial Numbers). If the ‘Skip product serial/batch quantities screen’ option is enabled on the Thin client 2 tab, this button will not be active and the serial/batch numbers will be determined by a custom query. For more information please see: Product serial/batch number

By-products cannot be managed by serials/batches.

If it is a batch numbered product, the ‘Product Batch Numbers’ form appears.

Enter the created batch number into the ‘Batch Number’ field then press TAB to add the batch number to the grid. Multiple batch numbers might be added.

Select the batch on the grid. Enter the quantity of the batch into the ‘Quantity’ field and scan the bin location or select it on the ‘Bin Location’ field then press TAB. All bin locations must have the same warehouse. Please note: When using Legacy mode, the Bin Location cannot be specified on this screen.

To register the batch for rejected quantities, select the line of the batch number then press the ‘Rejected’ button. It is possible to set completed and rejected quantities for the same batch number.

To receive the same batch into multiple bin locations, select the batch then press the ‘Split’ button. The line of the batch will be duplicated but the bin location and the quantity value on the new line will be empty.

To remove a wrongly entered batch number, select it on the grid and click on ‘Delete’.

If the product is serial numbered, the ‘Product Serial Numbers’ window will open.

Add the serial numbers into the ‘Serial Number’ field then press TAB to add it to the grid. If the serial number already exist, an error message will be shown.

To define the bin location, select a serial number and add the bin location to the ‘Bin Location’ field then press TAB. all bin locations must have the same warehouse. Please note: When using Legacy mode, the Bin Location cannot be specified on this screen.

To add serial numbers belonging to rejected quantities, first enter the serial number, then select it on the grid and press the ‘Rejected’ button. The serial number will be marked as ‘Rejected’.

To remove a wrongly entered serial number, select it and press the ‘Delete’ button’.

After every serial number has been entered, press the ‘Done’ button to proceed.

Please note: The added batch/serial quantity must equal to the quantity entered on the partial or complete job/setup form.

On the ‘Product Bin Location Picker’ screen scan the Bin Location or select it by pressing F11 or pressing the ‘…’ button then press TAB to add it to the grid. Select the Bin Location line then add the quantity to receive to the ‘Quantity’ field.

It is of high importance to keep in mind that when working with MultiBranch company databases the user must select a target warehouse from the same branch as defined for the production order, otherwise SAP B1 will reject the inventory transaction. In case of an error the user can fix the issue in the PDC administration screen on the terminal.

Consumed materials might be reported in different operation phases, depending on their Milestone type.

• Materials with the milestone type ‘Depends On Begin’ have to be issued when starting a job.
• Materials with the milestone type ‘Depends on Every’ can be issued in partial and completed PDC bookings.
• Materials with the milestone type ‘Depends on End’ can only be issued when completing a job.

If the operation has no linked materials, the system will automatically skip this screen.

Scan the item code or enter it to the ‘Item’ field. When the ‘Can insert new materials into production orders‘ option is enabled on the Thin client settings, the user might be able to add items not linked to the operation.

Select the line of the material. If you scan the item code of the material or enter it to the ‘Item’ field, the material line will be automatically selected.

After that the cursor will be automatically positioned into the Quantity field. Here you can enter the used quantity and click on ‘Add’ or ‘Update’. To add the entered quantity to the already booked quantity, press ‘Add’. To overwrite the already booked quantity with the entered quantity, press ‘Update’. When the ‘Can insert new materials into production orders’ option is enabled on the Client 2 tab, new materials can be added during the booking. Scan the item code or enter it to the ‘Item’ field then press TAB. The item will be listed on the grid. Add the consumed quantity and the bin location as described above. After the booking is processed, a new material line is automatically inserted before the operation on the production order.

If the materials are serial or batch managed, you have to select the batches/serials that were used. Select the line of the material then press the ‘Serial/Batch’ button. If the material is managed by batches, the Material Batch Number Picker screen will open. (Please see: 2.2.5.1. Material Batch Number Picker) If the material has serial numbers, the Material Serial Number Picker screen will open. (Please see: 2.2.5.2. Material Serial Number Picker)

Please note: If you don’t enter any quantity on the Materials screen, and click on Serial/Batch button, then the needed quantity will be zero. It means the user can add as many serial/batch numbers as he wants, but he cannot add more than the remaining quantity for the operation.

If the ‘Skip material serial/batch quantities screen’ option is enabled on the Thin client 2 tab, this button will not be active and the serial/batch numbers will be determined by a custom query. For more information about the custom query please see: Material serial/batch number

The default bin location is the bin location specified for the operation but it can be adjusted. Scan the source bin location or add its code to the Bin Location field or select it from a list after pressing F11. To add materials from multiple bin locations select the material then press the ‘Bin Location’ button. The Material Bin Location Picker screen will open. (Please see: 2.2.5.3. Material Bin Location Picker)
When using the Legacy mode, the Bin Location button is not displayed and the Material Bin Location Picker screen cannot be reached.

After the transaction is processed by the PDC processor, the booked materials will be issued with an Issue from Production document.

Add a batch to the grid by scanning the batch number or entering it to the ‘Batch Number’ field then press TAB. Only existing batches can be added. Select the batch on the grid then add the quantity to the ‘Quantity’ field and scan the Bin Location or enter its code to the Bin Location field then press TAB. If the bin location is specified, the batch must exist in the bin location with the specified quantity.

All batch numbers must have the same warehouse.

1. Existing batch number
2. Warehouse
3. Bin location
4. Allocated quantity
5. Available quantity in the bin location
6. Available quantity in the warehouse
7. Total allocated quantity
8. Total allocated quantity
9. Needed quantity

To issue the same batch from multiple bin locations, select the batch then press the ‘Split’ button. The line of the batch will be duplicated but the bin location and the quantity value on the new line will be empty.
Please note: When using Legacy mode, the Bin Location cannot be specified on this screen.

To delete a line, select a line then press the ‘Delete’ button.
Press ‘Cancel’ to go back.
Press ‘Done’ to proceed.

Add the serial number to the serial number field. Already added serial numbers will be listed on the form. Only existing serial numbers can be added. It is not possible to scan serial numbers from different warehouses.

To delete the serial number, select its line and press the ‘Delete’ button.

You have to add all needed serial/batch numbers. Partial definition is not possible. After all serial/batch numbers have been defined, you can click on ‘Done’.

On the ‘Material Bin Location Picker’ screen scan the Bin Location or select it by pressing F11 or pressing the ‘…’ button then press TAB to add it to the grid. Select the Bin Location line then add the quantity to consume to the ‘Quantity’ field.

It is of paramount importance that when working with MultiBranch company databases the user must select a source warehouse from the same branch as defined for the production order, otherwise SAP B1 will reject the inventory transaction. In case of an error the user can fix the issue in the PDC administration screen on the terminal, nevertheless.

You will get a confirmation dialogue with all the data you entered.

Click on ‘Done’ to finish the process. If the booking does not need approval or quality controlling, it will be processed by the PDC Processor. Click on ‘Cancel’ to go back to the Materials screen where the entered data can be changed.

To finish a setup, press the ‘Stop’ button. The steps of a setup completion are identical to the steps of a partial completion. After the setup is completed, the system will ask whether to start the job part of the operation. Press ‘Yes’ to start the job. A start job booking will be created for the operation. Press ‘No’ to start the job later. Only a ‘Complete setup’ booking will be created and the user must manually start the job for the operation.

When a setup was finished, the phase is closed and it will not be listed on the Running jobs screen.

To finish a job, press the ‘Stop’ button.

Enter the completed and rejected quantity (if any) for the operation.

Define a Bin Location for material issues/product receipts on the ‘Bin Location’ field. The default Bin Location is the bin location specified on the PDC Extended Configurations UDT. If no bin location has been defined on that form, the bin location specified for the work center is shown by default. If there is no bin location specified on either form, the bin location is empty by default.

The bin location selected on this screen can be overridden for materials and products.

If the employee has permission to mark operations as completed, the ‘Completed’ checkbox is active. You can set this permission on the PDC Extended Configurations user table. If the employee checks the ’Completed’ checkbox, the operation is marked as ‘Completed’ and the status of the operation is changed to ’Finished’ when the booking is processed. Finished operations cannot be started again.

Press the ‘Done’ button to proceed.

If there are by-products for the operation or the operation is the last operation on the production order and the product is linked to it with a milestone, ‘Products’ screen will open up. Please see: 2.2.4. Product and By-Products

If an operation has materials linked to it with a milestone, the ‘Materials’ screen will open up. Please see: 2.2.5. Materials

After the booking was created, the system will return to the Running Jobs screen or the Start Job screen if the employee has no running jobs. When the ‘Logout after PDC bookings’ option is enabled on the Thin client 2 tab, the employee will be automatically logged out and redirected to the Main Menu.

After a job is completed, it is not shown on the running jobs screen.

On the Admin screen the employee can overview the bookings he created. Press the ‘Admin’ button to open the ‘Admin’ screen.

1. Allocation Code
2. DocEntry- LineNumber (operation code –name)
3. Production order number. Main product code (name)
4. Booking date and time
5. Work center
6. Employee (who made the booking)
7. State/ Phase
8. Completed/ Rejected quantity
9. Process status

The upper part of the window is a filter. The user can select what type of bookings he wants to see (unapproved, approved, rejected, processed or error) for which operation and work center in which date range. When the user filled the filter fields he has to click on the ‘Refresh’ button to get the list of the operations in the grid below.

Please note: Only employees with approver role can change the Employee code and see the bookings of other employees. Employees without approver role can only see their own bookings.

Details
To overview the details of a booking, select the operation and press the ‘Details’ button. First the summary page will be shown. To see the details of the selected materials or products (if any) click on the ‘Done’ button. To go back to the Admin page, press ‘Cancel’.

When the materials/ products are managed by serials or batches, an additional ‘Serial/Batch’ button is displayed. Press this button to review the added serials/batches. Click on the ‘Done’ button to proceed.

Modify
If the Worker can modify bookings setting is enabled, employees can change their bookings. If the Approver can modify bookings setting is enabled, employees with approver role can change any bookings.

To modify the booking, press the ‘Modify’ button. The following can be modified:

• The booked time.
• Completed status. (Please note: Only employees/approvers who have the permission to mark an operation as ‘Finished’ can modify the completed status. The permission can be set on the PDC Extended Configurations user table.)

It is not advised to use this function for correcting material/product bookings. Use these SAP BO functions instead:

• right-click menu on the Production order: Report completion >Return components
• Goods Issue/ Goods receipt
• Disassembly order

Complete
To finish a job booking, press the ‘Complete’ button. Only jobs with ‘Started’ status can be completed.

PDC supports approving of the PDC bookings by the appointed approver person only.

If there is at least one material/product where the ‘NeedsPDC Approval’ option is set to ‘Yes’, approval is needed for the PDC booking. To approve the PDC booking the approver employee has to log in to the mobile PDC, and click on the ‘Admin’ button on the Start Job page.

The filter form will open preloaded with all the operations that are unapproved:

The filter fields works as described in the 2.2.9. Admin section. Approver employees can see the bookings of other employees too. Press the ‘Details’ button to review or press the ‘Modify’ button to revise the details of the selected booking.

On the summary page additional ‘Approve’ and ‘Reject’ buttons are displayed if the status of the selected operation is ‘Unapproved’.

If the PDC booking is rejected, the material bookings will not happen and the booking will be marked as ‘Rejected’.

If the PDC booking is approved, it will be processed by PDC Processor.

Employees without approver role cannot perform an operation that has materials or products that needs to be approved. If a non-approver employee starts a job for such operation, it will be disposed automatically to an approver employee. When this setting is enabled, sticky jobs completed by approver employees will be automatically approved.