D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

Job Card Reporting vs Operations Reporting

  • 1.  Job Card Reporting vs Operations Reporting

    Posted 15 days ago
    To all -

    Has anyone used job cards in D365FO for tracking labor cost (time and dollar) in a discrete manufacturing environment?  We had been advised that using job cards (aka MES) was highly administratively intensive and that this process makes more sense to use at a "per item" or "per production cell" than across a full business / plant.

    We have a requirement where a plant must provide "traceability" on a finished good product that includes "who" made the product, "how" much time it took to make the product, and "when" the finished good was completed.

    Unfortunately - some users decided to go out to the internet and are making some assumptions that Job Card reporting would solve their requirements but others feel that this would require more work on the operator and distract them from actually performing their job in making product.

    I am seeking anyone in the D365FO community that may have experiances in using job card reporting vs operational reporting.  looking for info on pro's and con's in applying this method across a plant for all items.

    Thank you.

    #jobcards, #operations, #discrete, #operations, #production

    ​​​​​​

    ------------------------------
    Erik Fischer
    ERP Program Manager
    HBD Industries
    Dublin OH
    ------------------------------


  • 2.  RE: Job Card Reporting vs Operations Reporting

    TOP CONTRIBUTOR
    Posted 15 days ago
    Hi Erik,
    There could be confusion that Job cards can only be used with MES. You can use Jobs scheduling and report using job cards without the integration with Manufacturing execution and the Time and Attendance module. MES and T&A definitely require a lot of overhead and what causes a lot of companies to see extra non-value added processes. If you don't need the Supervisor approval aspect and time clock punch in and out, then you do not need MES and T&A and could look at using Route cards or Job cards to track user time. Happy to discuss any questions you have on either approach, it sounds like there are concerns about the effort to capture the actual times within the job cards, but that would be the same if you are using Route cards and operations and having users enter times rather than post the estimated routes.

    ------------------------------
    Andrew Lencsak
    Solution Architect
    DXC
    GA
    ------------------------------



  • 3.  RE: Job Card Reporting vs Operations Reporting

    Posted 14 days ago
    Andrew -

    Thanks for getting back to me.  Regarding job cards - can they be used for data collection points only?  We do Operational scheduling and route card reporting for standard labor cost.  The intent of using job cards ON TOP of all of that is to have visibility to WHO worked on a production order for product traceability.  We have many customers who need to be able to see an audit trail on who worked on that product.  A added benefit would be to also see how much time was spent on the production order but not for payroll - this would be used to measure efficiency (quantity produced during a certain time period.​

    ------------------------------
    Erik Fischer
    ERP Program Manager
    HBD Industries
    Dublin OH
    ------------------------------



  • 4.  RE: Job Card Reporting vs Operations Reporting

    TOP CONTRIBUTOR
    Posted 14 days ago
    Hi Erik,
    You typically would not use both Route cards and job cards together. You can capture the WHO in route cards and operations scheduling, There is the user ID for who posted the Route card that is recorded on the Route card header if that is the person doing the activity or you can capture the Worker account in the Route card line details if you are not auto-posting them, by recording this value when the Route card is created but not posted yet.




    ------------------------------
    Andrew Lencsak
    Solution Architect
    DXC
    GA
    ------------------------------



  • 5.  RE: Job Card Reporting vs Operations Reporting

    Posted 14 days ago
    Andrew -

    Here is the requirement that I am trying to achieve.  Maybe you have an idea on using a different method.

    Business has the need to collect and record the following information on a items produced -
    Name of person performing the work on a production order
    Actual time spent on production order

    Secondary requirement -
    Compare standard time to  complete work vs actual time spent completeing work (report)
    Measure productivity by comparing actual number of units completed vs standard number of units to be produced during a fixed time interval (Report)
    Measure efficiency by recording reasons ​why actual units does not match standard units produced during a fixed time period (Note / Report).

    Any thoughts on how to satisfy these requirements without changing how the system is currently set up (using Operational Planning / Scheduling) would be helpful.

    ------------------------------
    Erik Fischer
    ERP Program Manager
    HBD Industries
    Dublin OH
    ------------------------------



  • 6.  RE: Job Card Reporting vs Operations Reporting

    TOP CONTRIBUTOR
    Posted 14 days ago
    A couple points to add to Andrews suggestion which is a good, viable workaround to MES / T&A for some clients:

    1.) If you're going to capture the worker on the Route card journal line, you need to create Worker records for your shop floor employees, they don't need to have an AX userID.

    2.) To get the worker onto the journal line and the corresponding Route transaction, you can either:
    • Have some sort of manual process, IE turn slips into a data entry office that keys the journal. You can key journal lines against many production orders / operations at once.  Also, you can personalize the Worker field up to the grid for easier entry.  
    • set the workers up as Resources of type "human resources", and then schedule against them, and then the Worker field will get populated automatically when the journal is posted based on the resource (worker) that was scheduled against. 
    3.) The user ID that posted the route card journal does not get posted to the corresponding route transaction record.  If you do use the Worker field, it does get posted, then you can easily review data at Production control -> Inquiries & Reports -> Production -> Route Transactions.  You'll need to do some personalization, but this will have all your quantity and time data in it.  Note that a row is posted for Time and a row for quantity for the same line from a Route Card journal.


    One warning, I wouldn't ever suggest reporting / investigating "who worked on something" based on posted journals since posted journals can (and eventually should) be deleted.   Each journal posts to a corresponding transactions table, which you should report from since a transaction can never be deleted by itself, you either have to delete the source of the transaction, or post an offsetting transaction.   

    You can also look at the Production Control -> Operations -> Current operations as a "mini" MES.

    In general, there are a ton of ways to solve this requirement.  I'd suggest working with your partner on the best approach for your process and effort vs. results desired.

    ------------------------------
    Colby Gallagher
    Manufacturing Systems Consultant
    Agility Business Solutions
    Brecksville OH
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role