System Process Document

Defining a Department

Department
Responsibility/Role
File Name 27761464.doc
Revision
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 can
specify 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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System Process Document
Defining a Department

Procedure

Step Action
1. Begin by navigating to the Departments page.

Click the vertical scrollbar.

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Defining a Department

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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Defining a Department

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 OK button.

or Press [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
12. Enter the desired information into the Description field. Enter "Machinery".

Step Action
13. Click in the Class 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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Defining a Department

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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Defining a Department

Step Action
23. Click the OK button.

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Step Action
24. Click the Rates button.

or Press [Alt+R].

Step Action
25. 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
29. Enter the desired information into the Overhead field. Enter "Equip/Tool".

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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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