Process Troubleshooting

Scrapping Parts from the System

If you would like to remove parts from a process, here are some things you could try:

1. First, If you attach the same part group to both hold groups, and they are on the same WO, this should group them all together under 1 scrap group.
2. If you exit parts from the WO it will update the margin report correctly.
3. The cost would still calculate as having processed 5 parts, but only getting profit from 2 parts.
4. If you are willing to add a part group to parts before exiting them, a report can be written based on the group.

Composer Not Adding Processes

If your process composer crashes when used or otherwise fails to add processes, here are some things to try:

1. For the best initial solution, go to the page for your process.
2. Click on the sort and fill node on the tree.
3. Choose to "opt in" or "disable".
4. Refresh and go and create your part number and compose the process.
5. Once part # is all set and process is created for it, go back to the your process and choose opt out for the sort and fill node (this will update the node back to opt out for all processes it is included in).

Rack Parts to Combine Data Gathering

If you would like a way for the timer and temperature Specs to populate all part numbers in the tank that they are processing at one time rather than clicking on each one to start the timer and record the temperature, see Racking and Unracking.

1. If the Parts are on a Rack, you can take all measurements at once.
2. If they are not on a Rack each Part measurement needs to be taken separately.

To Rack the Parts properly, press the button showing a person and a gear which takes you to the work Parts screen. Once there, select the Parts you want to Rack and then select the button to Rack them:

Send Parts to Location

If you would like to assign parts to a specific destination using workboards, here are some things you could try:

1. First it is helpful to ensure that your workboards are all associated with process nodes for smooth workflow.
2. One good method is to assign a destination through the work order directly, here is how that will look:
   
3. Additionally a location can be assigned through the Work Parts button, the way that works is a little different because you can choose a type of transfer there, but the destination node has already been saved earlier once you reach that step:
   

Remove Duplicate Part Numbers

If you have unnecessary copies of a part number, here are some things to try:

• The extra ones should be archived, the way to do this from the part number menu is by selecting the archival checkbox in the info card for this part number. Unintentional extra copies can possibly be recognized by things like empty descriptions and information that is incomplete or not up to date.

  

• If this happens in a treatment process, it will look like this:

  

• You can exit the part to disconnect them:

1. Go to the part transfers screen:
   

2. Use the box by the PN to "move multiple parts".

3. In the part count box click the +/- box and type in the total amount and it will say you are adding x parts.

4. Save and submit.

5. Then exit the other parts by clicking that same box to move multiple parts.

6. Finally in the transfer type you can EXIT the parts and they'll disappear.

Faulty Part Step from Shipping

If your Work Order fails to move from Shipping to Invoicing, here are some things you could try:

• Consider the active shipping quadrant.
  • If you are not using the 4th shipping quadrant to complete shipping, the parts get stuck in the shipped process node, and then need to be moved (on the work order) into the invoicing node to show under the ready to invoice filter.
  • If you are using the 4th quadrant to complete shipping, the parts automatically get stepped into the next node, invoicing.
    

Processes for Jobs to run on Multiple Systems

If you would like different processes for jobs that can run on two different systems, here are some things to try:

1. If you have the same part number but running different processes and you want them on the same SO, you just have to change the process when adding the parts.
2. If the order was already entered and you need to change the process for the parts, this example may be helpful:
   • Say you have 80 parts and 20 ended up needing to move onto a difference process
   • In this case you would go to the SO and change the quantity and there it will let you select a process

Rename a Process on One Work Order

A Process can be renamed for a single Work Order, establishing a unique Recipe Name. This can be useful to give a job a distinct name to print on Job Tags.

When you are on the Work Order, scroll down to the Process Tree and click on the top Node with the Process name.

When you select the top Node and then scroll up, you will see the box for the 'Recipe Node' (this is how you know it is for just this Work Order). Select the edit pencil icon, and rename the Recipe to whatever you need it to be.

When you go into the Work Order again you will see the new Recipe name. This name should then appear on your QR code when you reprint it.

Move Recipe to new Work Order

If you want to assign a Recipe to a new Work Order but it does not appear on the drop-down list, here are some things to try:

1. If your Process Nodes have Tags, it should be possible to choose a "generic" Process.
2. Before beginning to work the Parts, the edit button above the Work Order tree can be used to add and delete Nodes from the chosen Process.

Assign Default Process to a Part Number

1. Open the Part Number.
2. If the desired default Process exists, select it from the Process Setup menu.
   1. The next time that we receive an order for this Part Number it's going to assume this Process.
3. If the desired Process hasn't yet been created, go to "Edit Part Number", then Process Composer, and then create a Process for this Part.
4. Now either:
   • Create.
   • Select from a default Process.
   • Or use Process Composer to create a brand new Process that will be stored with that Part Number.
5. Open the Sales Order and add the desired Parts.
6. Click SAVE.

What's essentially being done is adding new parts to the order with the correct, process and then archiving the old work order. If there's any work order Job Tags that have been printed for those parts, those will need to be replaced, but this is a workflow that can be supported right now to update the process information for an already created order.

Failure of Partial Order Card

If the Partial Order card is not working as you had intended or it automatically alters things it shouldn't be, here are some things you could try:

1. Note that in order for these parts to be seen in the "partial" card, they should be in the partial node in the tree.
2. One thing you could consider doing is adding a "partial" label to your orders that are partials.
3. Then, in the watch tower you could filter by the label partial and see all orders in the system.