Introduction

Simple Order Processing Assembly Scan Dashboard

This document describes a number of tutorial exercises to familiarize you with the features of the SimpleMES application.

The goal of these tutorials is to introduce basic features of an MES to you. These tutorials do not dig deeply into the all features. The basic purpose of each tutorial is:

  • Simple Order Processing - Introduction to running applications, define records, using dashboards and reports.

  • Assembly - Creating products with Bill of Materials, assembling components and displaying component history.

  • Scan Dashboard - Basic use of the scan barcode dashboard, printing traveller report.

  • Assembly Create New Product with components Create Order Release Start Assemble Components Display Assembly Info Display Component Usage Complete Display Order History Report

  • Barcode Dashboard Create Order for existing product with components Release Print Traveller Start in Scan DB Assemble Demo component Display Assembly Info Display Component Usage Complete Display Action Log Report.

Simple Order Processing

Logging In Define a Product Create the Order Release the Order Create a Dashboard Display the Dashboard Start/Complete the Order Display Order History Display Production Report

This tutorial covers using simple order processing. It starts with how to log in and run various applications. It demonstrates how you can create an order and track how it is processed on ths shop floor.

Logging In

  1. Navigate to the home page (see Demo Server for the public demo server):

    home
    Figure 1. Home Page

  2. Click the Login button. Enter user/password (admin/admin on demo server will work).

Define a Product

First you need to define a product to be built.

  1. Click on the Products button to display the Product Definition page:

    productList
    Figure 2. Product List

    This displays the list of all products currently defined.

  2. To create a new product, press the productCreateButton button. This displays the Create Product page:

    productCreate
    Figure 3. Create Product

  3. Fill in the required fields (marked with "*") and enter the Title. Then press the createButton button. This displays the product in the Show Product page:

    productShow
    Figure 4. Show Product

Create the Order

Now, you need to create an Order.

  1. You will need to open the Order List page using the Task Menu . Click on the taskMenuButton button in the upper left of the current page. You can also press F9 to display the task menu. This displays the Task Menu popup:

    taskMenu
    Figure 5. Task Menu

  2. Select the Demand → Order from the Task Menu to display the Order List page:

    orderList
    Figure 6. Order List

  3. To create a new order, press the orderCreateButton button. This displays the Create Order page:

    orderCreate
    Figure 7. Create Order

  4. Fill in the required fields (marked with "*") and select the Product you created above (BIKE-27). Make sure the Overall Status is set to Ready.

  5. Press the createButton button. This displays the order in the Show Order page:

    orderShow
    Figure 8. Show Order

Release the Order

The order has been created, but is not yet released to production.

  1. If not on the Show Order page, navigate to it.

  2. Press the releaseButton button (on the far right side of the toolbar). This displays confirmation message:

    orderReleased
    Figure 9. Order Released

  3. Click on the orderStateTab tab to see that the quantity to build has been placed in queue.

Create a Dashboard

Dashboards are the main interface used by shop floor operators to tell us what they are working on, what actions they are making and to display the order status.

These dashboards are created in a number of ways, but the easiest is to load the demo data.

  1. In the browser, browse to the URL (Demo Server )

  2. This will display the demo data loaded:

    demoData
    Figure 10. Demo Data Loader
There are two variants of the dashboard: 'Operator' and 'Manager'. The 'Operator' variants are Scan Dashboard variants. The 'Manager' variants have a simple input field for the order/LSN input.

Display the Dashboard

You can start a dashboard in a number ways, but the easiest is to select Manager Dashboard from the home page.

  1. In the browser, browse to the home page ( Demo Server ).

  2. Select Manager Dashboard from home page. This will display the Traditional manager dashboard:

    dashboardTraditional
    Figure 11. Traditional Manager Dashboard

    This dashboard is designed for keyboard input of values and actions. Typically, it has Start/Complete buttons and buttons to reverse those actions. The lower panel displays the work list, which shows the orders with a quantity in queue or in work.

Start/Complete the Order

  1. Display the dashboard (see Display the Dashboard).

    dashboardTraditional
    Figure 12. Traditional Manager Dashboard

  2. Select the order to Start.

  3. Press the Start button. The started message will be displayed:

    orderStarted
    Figure 13. Order Started

  4. Press the Complete button. The completed message will be displayed:

    orderCompleted
    Figure 14. Order Completed

Display Order History

  1. Display the dashboard (see Display the Dashboard).

  2. Select the order.

  3. Press the Reports button.

  4. Press the OrderHistory report button. This displays the Order History Report.

    orderHistory
    Figure 15. Order History Report

    This Order History Report will also show component Assembly history details, if defined.

Display Production Report

  1. Display the dashboard (see Display the Dashboard).

  2. Press the Reports button.

  3. Press the ProductionChart report button.

    productionChart
    Figure 16. Production Chart

    This chart shows the production for a period of time. The default time period is this calendar year. The report filters can be changed with the Change Filter(s) link. You can click on the bars in the chart for details on that date/product.

Assembly

Setup Define a Product Create and Release the Order Display the Dashboard Start the Order Assemble Components Display Order History Search for Component Usage

This tutorial covers basic processing and assembly using the normal, manual dashboard. See Scan Dashboard for details on how to assemble using a barcode-scanner and the scan dashboard.

Setup

Some setup is needed for this tutorial. You will need to follow these steps:

  1. Logging In.

  2. Create a Dashboard (Manager Assembly).

Define product

Next, you will need to define a product with some components. If you followed the Create a Dashboard steps above, then these products will be created:

productList
Figure 17. Product List

The Bill of Material for the product BIKE-27 will require two components:

  1. SEAT - Quantity 1 - Data Collected on Assembly: LOT.

  2. WHEEL-27 - Quantity 2 - Data Collected on Assembly: LOT.

You can create your own product structure for this demo if you like, but the screenshots below will use the above structure.

Create and Release the Order

Now, you need to create an Order.

  1. You will need to open the Order List page using the Task Menu .

  2. To create a new order, press the orderCreateButton button. This displays the Create Order page:

    orderCreate
    Figure 18. Create Order

  3. Fill in the required fields (marked with "*") and select the Product you created above (BIKE-27). Make sure the Overall Status is set to Ready.

  4. Press the createButton button. This displays the order in the Show Order page:

    orderShow
    Figure 19. Show Order

    The order has been created, but is not yet released to production.

  5. Press the releaseButton button (on the far right side of the toolbar). This displays confirmation message:

    orderReleased
    Figure 20. Order Released

Display the Dashboard

  1. Open the Manager Assembly dashboard using the Task Menu :

    dashboardManagerAssy
    Figure 21. Manager Assembly Dashboard

    This dashboard provides the assembly activity in the second panel. This allows you to see and alter the components assembled on the order.

Start the Order

  1. Enter your order in the dashboard.

  2. Press the Start button. The started message will be displayed:

    orderStarted
    Figure 22. Order Started

Assemble Components

Next, you will assemble two components into your bike assembly.

  1. Press the addButton button on the SEAT component. This displays the Add Component dialog:

    dashboardAssembleComponent
    Figure 23. Add Component Dialog

  2. Enter a lot (e.g. 'LOT869375534') and press the Assemble button. This will update the component list on the dashboard with the new status.

  3. Repeat this assembly process for the WHEEL-27 component. This will show the order as fully assembled:

    dashboardManagerAssyDone
    Figure 24. Add Component Dialog

    This displays all components as assembled. From this list, you can also remove components as needed.

Display Order History

  1. Display the dashboard (see Display the Dashboard).

  2. Select the order.

  3. Press the Reports button.

  4. Press the OrderHistory report button. This displays the Order History Report.

    orderHistoryComponents
    Figure 25. Order History Report - Components

    This Order History Report shows the component history details. Note the LOT information entered during assembly.

Search for Component Usage

  1. Display the Global Search page from the Search Task Menu .

  2. Enter the LOT you used above in Assemble Components and press Search. This displays the order you used:

    searchComponent
    Figure 26. Search Component

    Clicking on this link will take you to the order show page:

    orderShowComponents
    Figure 27. Show Order - Components

  3. Click on the Components tab to see the component(s) assembled.

Scan Dashboard

Setup Define a Product Create and Release the Order Print Traveller for Barcode Scanner Start the Order Assemble Components Complete the Order Display Order History

This tutorial covers assembly of components into an order using the barcode-scan oriented dashboard. See Assembly for details on how to assemble with just keyboard input.

Setup

Some setup is needed for this tutorial. You will need to follow these steps:

  1. Logging In.

  2. Create a Dashboard (Operator Assembly).

  3. Configure your barcode scanner to send the data to the browser as keyboard input.

  4. Configure your barcode scanner to send a TAB character as the suffix after the data is sent.

If you don’t have a barcode scanner, then you can simulate the scanner’s behavior by typing in the values using a keyboard, followed bya TAB key. The dashboard will display the text as you type.

Define product

Next, you will need to define a product with some components. If you followed the Create a Dashboard steps above, then these products will be created by the demo data loading step:

productList
Figure 28. Product List

The Bill of Material for the product BIKE-27 will require two components:

  1. SEAT - Quantity 1 - Data Collected on Assembly: LOT.

  2. WHEEL-27 - Quantity 2 - Data Collected on Assembly: LOT.

You can create your own product structure for this demo if you like, but the screenshots below will use the above structure.

Create and Release the Order

Now, you need to create an Order.

  1. You will need to open the Order List page using the Task Menu .

  2. To create a new order, press the orderCreateButton button. This displays the Create Order page:

    orderCreate
    Figure 29. Create Order

  3. Fill in the required fields (marked with "*") and select the Product you created above (BIKE-27). Make sure the Overall Status is set to Ready.

  4. Press the createButton button. This displays the order in the Show Order page:

    orderShow
    Figure 30. Show Order

    The order has been created, but is not yet released to production.

  5. Press the releaseButton button (on the far right side of the toolbar). This displays confirmation message:

    orderReleased
    Figure 31. Order Released

Print Traveller for Barcode Scanner

Now, you can optionally print a traveller document for easy barcode-scanning. For this, we will use the Manager Assembly dashboard:

  1. Open the Manager dashboard using the Task Menu :

    dashboard
    Figure 32. Manager Dashboard

    This dashboard provides access to the Reports.

  2. Select the order.

  3. Press the Reports button.

  4. Press the Traveller report button. This displays the Traveller Report:

    traveller
    Figure 33. Traveller Report

    This Traveller report shows the components required with a barcode for the component. On the second page of the traveller, some sample barcodes are printed to demonstrate the supported Barcode Formats . You can create your own barcodes using online sites such as www.onlinelabels.com. The sample components look like this:

    travellerSampleComponents
    Figure 34. Traveller - Sample Components

  5. Print this from the web-page or as a PDF.

Start the Order

Next, you will switch to the Operator Assembly dashboard, which is a barcode scanner oriented dashboard:

  1. Open the Operator Assembly dashboard using the Task Menu :

    dashboardScanAssy
    Figure 35. Operator Assembly Dashboard

  2. Scan the order ID (e.g. M1005 in the example below) to start work on the order. The status is changed to In Work and the component list is displayed:

    dashboardScanAssyStarted
    Figure 36. Operator Assembly Dashboard - Started

Assemble Components

Now, you will assemble some components using the sample components from the traveller:

  1. Scan the first sample component (SEAT) from the traveller’s second page:

    travellerSampleComponents
    Figure 37. Traveller - Sample Components

  2. Scan the second sample component (WHEEL-27) from the traveller’s second page: This will assemble the components with the dummy lot: ACME14327. (Both components have the same dummy lot in the traveller report).

    dashboardScanAssembled
    Figure 38. Scan Dashboard - Assembled Components

  3. Alternative: You could also just scan the component (e.g. SEAT) and then enter the lot in the dialog:

    dashboardAssembleComponent
    Figure 39. Add Component Dialog

Complete the Order

Next, you will complete work on the order by just scanning the order a second time:

  1. Scan the order ID (e.g. M1005 in the example below) to complete work on the order. The status is changed to …​:

    dashboardScanAssyCompleted
    Figure 40. Operator Assembly Dashboard - Completed

Display Order History

  1. Display the Manager dashboard (see Print Traveller for Barcode Scanner).

  2. Select the order.

  3. Press the Reports button.

  4. Press the OrderHistory report button. This displays the Order History Report.

    orderHistoryComponents
    Figure 41. Order History Report - Components

    This Order History Report shows the component history details. Note the LOT information entered during assembly.

Table 1. Attributes

asciidoctor-version

2.0.10

safe-mode-name

unsafe

docdir

/home/runner/work/simplemes-core/simplemes-core/mes/src/main/docs/asciidoc

docfile

/home/runner/work/simplemes-core/simplemes-core/mes/src/main/docs/asciidoc/tutorial.adoc

doctype

book

imagesdir-build

images

imagesdir-src

images

imagesdir

images