Creating a Task from a Manufacturing Batch

The components list within EBMS is used to create the bill-of-materials.  The kitting process can accommodate multiple level BOMS based on the manufacturing process or multiple layer sub-assemblies to manage the parts of the finished product.  Most BOMS consist of parts, subassemblies, or raw material.  EBMS recommends that the labor or sub-shop process is included in the BOM using a task.  These service items may add labor cost to the finished goods, create work orders to allow workers to track time and record details, and be used for scheduling.  The following sample of labor codes coupled with Task Types is a great way to add labor into a manufacturing batch:

The following labor types should not be included in the BOM but treated as overhead costs since the labor is not applied to individual projects.

Creating Service Codes and Task Types

  1. Create a list of labor codes needed in the manufacturing process.  These codes may be identified based on a distinct process or action.  These codes often parallel the labor estimating categories used by the design team.
  2. Create a Task Type for each BOM labor type.  Select Labor > Task Options > Task Types tab from the main menu as shown below:

    Review Getting Started > Creating Task Types and Defaults for steps to create Task Types and set defaults.  
  3. Verify that the Task Type defaults are set properly for each Task Type.
  4. Create a matching product code classified as Service as shown below:
    1. Create a new product item that is classified as Service:  Review [Inventory] Product Catalog > None Inventory Items > Service Codes for instructions to create new service codes.

An inventory item classified as a Service item can be configured to create a task when it is entered into a manufacturing batch.  The Enter task for this item option must be enabled within the General tab of the inventory item classified as Service. Review Attaching a Task to a Service Item for configuration details for a service item.

Enter the service item into a batch as shown below. The system will prompt the user to create tasks when the batch is saved. Click File > Save to activate the create task dialog. The dialog will not appear if the task is not attached to the service item or if the service item was entered previously and the dialog was canceled.  

The user can also right click on the detail line of the batch and select Attach New Task or Attach Existing Task from the context menu as shown below: