Add a new SKU including to the Wheel Design

Owned by John Peberdy, created
Last updated: Jan 28, 2022 by Mia Nall
5 min read

In order to schedule the production of a new product, the product needs to be added as master data and then added to the appropriate wheel design. This guide covers both parts.

Hint: If you have several materials to add, create them all first (Step 1), before continuing to Step 2.

Table of Contents

Instructions

Step 1: Create the material

There are two ways to create the new material depending on how similar it is to an existing material:

  1. If the material is similar to an existing material, navigate to the existing material and use the “Make a Copy” function.

    1. Press the “Make a Copy” button

    2. In the dialog, change any attributes that differ:

      1. Enter the new name and description

      2. Set the forecast to the new value

      3. Set any attributes that differ

    3. When making the copy, ensure the Production Rates and BOM items checkboxes are checked

    4. Press the Make a Copy button. You will be navigated to the new material

    5. If production rates, modify them now

    6. If the BOM or BOM consumption rates differ for this material, modify them now

  2. Or, if the material is quite different, you can create a new material

    1. Navigate to the Materials page and press the Create button

    2. Enter appropriate master data

    3. Enter production rates if applicable

    4. Enter BOM items including their rates if applicable

    5. Check that there are no warnings on the material detail page

  3. In either case, ensure that the new material has the correct material type, forecast, COGs, rates and material attributes.

Step 2: Create a new Wheel Design session from the previous one

  1. Navigate to the “Wheels” page and identify the Wheel session to modify

  2. Use the “More Actions” dropdown to select the “New Version” action

  3. When processing is complete, you’ll see the new version with an incremented number (in this case 106). Note that version 105 is available if you set the filter to “Archived”.

  4. Navigate to the newly created session

Step 3: Add the material to the new Wheel Design session

Navigate to the new version that was created above. In the following step, we’ll be applying the new materials to several of the steps. As an overview, these are the steps that we’ll visit in the next steps:

  1. Setup → Select Materials

  2. Families → Setup Material Families (If applicable)

  3. Allocation → Materials to Line Allocation

  4. Design → Line Ideal Sequence

  5. Design → Frequencies and Wheel Length

  6. Design → Allocate Materials to Wheel Cycles

  7. Design → Wheel Sequencing

  8. Review

Here are the steps in detail:

 

  1. Navigate to the “Select Materials” step under “Setup”

  2. Select the new material and press Save

  3. Only if you are using families: add the material to the appropriate family using the “Setup Material Families” step under “Families”. Then update the “Family Ideal Sequence” too, if applicable.

  4. Navigate to the “Materials to Line Allocation” step under “Allocation” and make the allocation

     

  5. Now we’ll go through each of the “Design” steps for the lines whose allocation was modified.
    Hint: In the following steps, use similar materials as a guide or starting point for your decisions

  6. Navigate to the “Line Ideal Sequence” step under “Design” and navigate to the line

  7. Verify the new material is at the appropriate sequence, and save the new sequence

    1. When saving, if there is a warning about applying the sequence to the “Wheel Sequence” step, read the message carefully. If in doubt, press the “Save ideal sequence only” button.

  8. Continue to the “Frequencies and Wheel Length” step

  9. Assign a frequency for the new material

  10. Once all materials have a frequency, you’ll be able to continue to the “Allocate Materials to Wheel Cycles” step

  11. Find the new material and verify it is in the appropriate cycles

  12. Continue to the “Wheel Sequencing” step. Review the sequence is appropriate. Pay attention to the “Irregularity” column to ensure production is regular across cycles

  13. Now we’re ready to activate the new wheel on the “Review” step. The changes described here is not a “major change” so there is no need to unscheduled orders first.

  14. You will be navigated back to the “Wheels” page once activation is complete. Your new wheels will now be used next time you schedule!

 

If you make a mistake that is difficult to recover from or want to review old wheel designs, you can always review Archived designs or even create a new active session from an old version.

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