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Department

Responsibility/Role

File Name 27761464.docRevision

Document Generation Date 18/01/2010 09:34:00

Date Modified 1/18/2010 09:34:00 AM

Last Changed by

Status

Defining a Department

Trigger:

Concept

The Departments page enables you to define a department. A department is an area within your

organization that consists of one or more people, machines, or suppliers, where you collect costs,

apply overhead, and compare load to capacity. You can assign a department to each operation in a

routing, and assign resources that are available for that department.

When you define a department, specify any department overhead costs and the resources that are

available. You can enter multiple resources for each department. For each resource, you canspecify the shifts that the resource is available in.

In this topic, you will define a department.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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Procedure

Step Action

1. Begin by navigating to the Departments page.

Click the vertical scrollbar.

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Step Action

2. Click the Manufacturing and Distribution Manager link.

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Step Action

3. Click the vertical scrollbar.

Step Action

4. Click the Departments link.

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Step Action

5. Use the Organizations page to select your organization.

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Step Action

6. Click the M1 Seattle Manufacturing list item.

Step Action

7. Click the OKbutton.

orPress [Alt+O].

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Step Action

8. Use the Departments page to define a department, to view the overhead rates for

the department, and to assign and update resources to the department.

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Step Action

9. Click in the Department field.

Step Action

10. Enter the desired information into the Department field. Enter "Machines".

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Step Action

11. Click in the Description field.

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Step Action

14. Enter the desired information into the Class field. Enter "Assembly".

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Step Action

15. Click in the Location field.

Step Action

16. Enter the desired information into the Location field. Enter "Addison, TX".

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Step Action

17. Click in the Location Description field.

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Step Action

18. Click in the Project Expenditure Org field.

Step Action

19. Enter the desired information into the Project Expenditure Org field. Enter

"Seattle Manufacturing".

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Step Action

20. Click in the Inactive On field.

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Step Action

21. Use the Calendar to enter an inactive date on which you can no longer assign this

department to routing operations.

Step Action

22. Click the 24 button.

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Step Action

23. Click the OKbutton.

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Step Action

24. Click the Rates button.

orPress [Alt+R].

Step Action25. Use the Overhead Rates page to enter the cost type and overhead rates for the

Machines department.

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Step Action

26. Click in the Cost Type field.

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Step Action

27. Enter the desired information into the Cost Type field. Enter "Engineer".

Step Action

28. Click in the Overhead field.

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Step Action

30. Enter the desired information into the Rate or Amount field. Enter "100".

Step Action

31. Click the Save button.

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Step Action

32. You have completed the Defining a Department procedure.

End of Procedure.

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