Create Facility

This document explains how you create a facility shell and then complete the creation of the facility by connecting it to one or several warehouses.

Facilities are used to set authorization in time reporting component groups, and for activities such as sales, production or distribution.

A facility is a superior organizational level to a department but lower than a division, that is, a facility belongs to a division, which in turn belongs to a company. A facility can contain one or more warehouses. A user is always connected to a preselected facility. All product data and production data are stored per facility, and several facilities can exist in the same database.

Outcome

A facility is created and connected to a main warehouse and a division.

A facility is necessary when defining the overall inventory structure for your company. Facility is also the product structure and costing level.

Facilities are stored in the (CFACIL) table.

Before you start

  • A company must have been created in 'Company. Open' (MNS095).
  • A division must have been created in 'Company. Connect Division' (MNS100).
  • The conditions in the following documents must have been fulfilled:

    Create Warehouse Type

    Create Warehouse Subtype.

Parameters to set

Program ID/Panel Field The field indicates ...

(CRS008/E)

Division

… to which division the facility is to be connected. The division is a legal unit and the level for financial planning. Mandatory information.

(CRS008/E)

Main warehouse

...the main warehouse connected to the facility. A production warehouse is recommended. When creating a facility, it is always necessary to create a main warehouse at the same time.

(CRS008/E)

Object access group

...the predefined user group that is to have access to some objects; facility, divisions and accounting identities. Optional information.

(CRS008/E)

Our invoice address

...the address when invoicing the facility. Addresses of type 3='Invoicing Address' are defined in 'Internal Address. Open' (CRS235). Optional information.
(CRS008/E) APS enabled

….the check box to activate M3 APS products for the facility.

Activating APS will, among other things:

Enable the APS client application.

Modify panel layouts in Work Center. Open (PDS010), Product. Connect Materi-als/Operations (PDS002) and Manufact Order. Open Lines (PMS101).

Place the load on the work center resource level instead of on the work center level.

(CRS008/E)

M3 SWB active

...if the module M3 Scheduling Workbench (SWB) is to be activated for the facility. These are the valid alternatives:

  • 0 = No
  • 1 = Yes

For more information, see the M3 SWB module documentation.

(CRS008/E)

Shift planning

…if shift planning should be used for manufacturing orders at this facility.

These are the valid alternatives:

  • 0 = No
  • 1 = Yes

If shift planning is used, capacity and load planning are generated to the minute.

If shift planning is not used, planning is carried out by the day.

For further information, see the product data documentation.

(CRS008/E)

Shift pattern adjustments

...whether shift pattern adjustments are used in the facility.

These are the valid alternatives:

  • 0 = No
  • 1 = Yes

If yes, the system remembers changes of shift pattern by work center and date interval. This allows you to change a work center's shift pattern temporarily, for example from working one shift to two shifts.

For further information, see the product data documentation.

(CRS008/E)

 Version management

...whether version management of product structures is used in the facility.

These are the valid alternatives:

  • 0 = Not used
  • 1 = Version management is allowed
  • 2 = Version management is mandatory

(CRS008/E)

 Process manufacturing

…if process manufacturing functionality should be activated in this facility. If enabled, the system allows the selection of the MO consolidation method (MOCM) in 'Item. Connect Warehouse' (MMS002/E).

These are the valid alternatives:

  • 0 = No
  • 1 = Yes

If Process manufacturing is not enabled in the facility, the system does not allow you to specify an output in 'Output Items. Open' (PDS029) for formula or packaged item types of product structures.

(CRS008/E)

Global facility

…the global facility used to accumulate the balance per item from several facilities.

This information can be used to make common purchases when the accumulated balance falls below a specified reorder point.

A prerequisite for global facility to work is that planning method is indicated in 'Item. Connect Warehouse' (MMS002/E).

(CRS008/E) Geo code X, Y, Z … the longitude coordinate of the node (X), latitude (Y).
(CRS008/E) Retain APS date

…if the start and finish date/time planned by an APS tool is to be retained or not in this facility, when a planned or released manufacturing order is updated in M3 BE.

If the setting is activated (check box is selected), updates of start and finish date/time are restricted for planned manufacturing order processed in APS, for example disabling editing of start/finish date in 'Planned MO. Open' (PMS170) and planning date in 'Material Plan. Rescheduling' (RPS102).

Changes made in the planned or released manufacturing order that triggers rescheduling will not affect the values of start and finish date/time.

The 'SWB processed' value in the planned manufacturing order (MMOPLP) and MO header (MWOHED) will be retained to 1 (order processed outside M3 BE) even if the order is updated in M3 BE.

If the setting is not activated (check box is not selected), an update of planned or released manufacturing order can trigger date rescheduling regardless if the order is processed in the APS tool or not.

Create facility shell and details

  1. Start 'Facility. Open' (CRS008).
  2. On the B panel, indicate the alphanumeric value of the facility and select the Create option.
  3. On the E panel, specify the Name and Division fields.
  4. On the same panel, connect the main warehouse to the facility by filling in the Warehouse field.

    To create a main warehouse, see Create Warehouse.

  5. For the Facility ID just created, select the Change option on the B panel.
  6. On the E panel, specify any of the remaining information to create a complete facility corresponding to your needs:
    1. Object access group - Select a group ID to restrict access to different objects such as accounting identities, divisions, and facilities.
    2. Our invoicing address - Select the Address ID that reflects the facility's invoicing address.
    3. APS enabled - Select the check box to activate the APS client application for the facility.
    4. Shift planning - Select the check box if shift planning is to be used for this facility's manufacturing orders.
    5. Shift pattern adjustments - Select the check box to enable the use of shift pattern adjustments where the system remembers changes of shift pattern by work center and date interval.
    6. Version management - Select alternative 1 or 2 to allow/require product structures in the facility to use version management. Versions may be applied to product structures representing manufacturing processes when this facility setting is enabled.
    7. Process manufacturing - Select the check box to activate functionality related to Process manufacturing in the facility.
    8. Global facility - Select an appropriate Facility ID which represents a global facility used to accumulate the balance for each item from multiple facilities.
    9. Facility numeric name - Specify a numeric identifier for the facility, if desired. It can be used as part of the setup for invoice numbering for the facility.
    10. Geographical code X - Specify the longitude coordinate of the node, if desired.
    11. Geographical code Y - Specify the latitude coordinate of the node, if desired.
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