Production Group

In the Production Group Record is possible to record the machines the Engineering will use. The Production Group contains all the information respective to a machine or group of machines with similar characteristics.

The Production Groups gather the Functionalities – functions the group can execute, such as printing, folding, trimming, gathering etc. The arrangement of those functionalities determines the functions, restrictions and materials produced by the Production Group in the Engineering. For more information on Functionalities, refer to “Production Group Functionalities.”

In the Production Groups are also available the speed, waste, cost rules and units of measurement, among other important information for the cost per hour calculation in the Engineering.

The image below shows the main Production Group’s functions and records:

 

 

If the plant has many machines with similar or identical information it is recommended to group those machines in a Production Group in order to improve the time taken by the Engineering to make the required calculations. The real machines are represented in the planning and linked to a Production Group. 1TFor more information refer to1T “Production Group Planning.”

Note: If the plant has many machines with similar or identical information it is recommended to group those machines in a Production Group in order to improve the time taken by the Engineering to make the required calculations. The real machines are represented in the planning and linked to a Production Group. For more information refer to “Production Group Planning.”

 

Go to Sales > Records > iQuote > Engineering > Production Group to access the Production Group’s browser:

 

Note below a brief description of this toolbar’s buttons:

 

Note: For more information on adding and editing search features, how to add other information in columns and the buttons in this toolbar refer to "Views" in Introduction to iQuote.

 

Access

In order to set this record the user needs to have the following control accesses enabled:

EPS > SALES > RECORDS > IQUOTE > ENGINEERING > PRODUCTION GROUP

EPS > SALES > RECORDS > IQUOTE > ENGINEERING > PRODUCTION GROUP >  PRODUCTION GROUP ADVANCED SETTINGS

 

Adding Production Groups

Note that the unit of measurements have to be already set in the system prior to adding production groups. This record can be accessed using a fast link in the production group or at Administration > General configuration > Unit of measurement.

 

1. In the production group’s browser, click Add.
2. A new window will open. Complete the fields as described below:

 

1. When finished, click Confirm.
2. The following Advanced Settings screen will open:

Note: The Production Group Advanced Settings screen displays all the technical information on the groups, which are extremely important for adequate Engineering operation. The user that created the Production Group will need access permission to edit it. For more information, refer to “Edit Production Group Advanced Configurations”, in Engineering Records.

Note: Even if the user do not have access to the Production Group Advanced Configurations, it is possible to edit basic information - such as speeds and waste - in the Simplified Settings screen. For more information, refer to “Edit Production Group Advanced Configurations.”

Note: For more information on the buttons in this toolbar refer to “Standard Toolbar” in Introduction to iQuote.

 

1. Note below a brief description of this toolbar’s button:

Note: For more information on the buttons in this toolbar refer to “Standard Toolbar” in Introduction to iQuote.

 

1. Complete the fields as described below:

 

Editing a Production Group

1. In the Production Group’s browser, select the appropriate entry.
2. Click Advanced Settings.
3. Edit it as needed. For more information on the buttons and fields on this screen, refer to “Adding”.
4. When finished, click Save.

 

Deleting a Production Group

1. In the Production Group’s browser, select appropriate entry.
2. Click Delete.
3. Click Yes to confirm the action.

Note: Production groups in use by the Engineering cannot be deleted.

 

Production Group Functionalities

The functionalities are the main functions of a Production Group, and record its constraints and specific characteristics for each process. The system has several functionalities that represent the various functions of the printing process, for example, sheetfed printing, webfed printing, trimming, gathering, folding, etc.

Each functionality has a set of information relevant to the process, which must be defined. For example, it is necessary to inform margins, height, and width of the machine and number of colors for the sheetfed printing functionality. And in the gathering functionality it is necessary to report the number of pockets. 

It is possible to combine the functionalities together. For example, if a machine has a Webfed Printing functionality and should also cut the paper in sheets, it is necessary to record two functionalities: Webfed Printing and Sheeter.

For more information on the settings for each functionality refer to “Knowledge Base Article – iQuote Functionalities.”

The user is required to have enabled the following access options to be able to manage functionalities in the Production Group:

EPS > SALES > RECORDS > IQUOTE > ENGINEERING > PRODUCTION GROUP > PRODUCTION GROUP ADVANCED SETTINGS

 

Add Production Group Functionalities

Tip: For more information on the buttons in this toolbar refer to “Standard toolbar” in Introduction to iQuote.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Go to the Functionalities tab. Note below a brief description of the buttons on this tab:

Tip: For more information on the buttons in this toolbar refer to “Standard toolbar” in Introduction to iQuote.

 

On the Functionalities tab, click Add.

Complete the fields as described below:

 

Click Confirm. The system will display the added functionality will be add in the grid, allowing the user to edit other settings.

Complete the fields described below:

 

Copy Production Group Functionalities

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Functionalities.

Click the functionality name to select it.

Click Settings.

When finished click Save and Close.

 

Edit Technical Information on Production Group Functionalities

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Functionalities.

Click Copy.

Edit the functionality as needed. For more information, refer to “Production Group Functionalities”

Caution! If the functionalities’ information are wrongly edited it can lead to errors or even to the interruption of Engineering calculations for Estimate and the Job.

When finished click Save and Close.

 

Delete Production Group Functionalities

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Functionalities.

Click the functionality’s name to to delete it.

Click Delete.

Caution! If the functionalities’ information are wrongly deleted it can lead to errors or even to the interruption of Engineering calculations for Estimate and the Job.

 

Inputs for the Production Group

The inputs used in the Production Groups are all the Engineering components that a functionality can receive to execute an activity, such as raw materials, tools and components coming from other process (see the graph below). For more information, refer to “Engineering Component Types” For example, the inputs for the functionality Sheetfed Offset Press are paper, ink and plate.

The graph below exemplifies the functionality’s inputs and outputs. The blue boxes (dark) represent the functionalities and the grey boxes (light) represent the Engineering components. The green continuous lines show the components used by functionalities – that is, the input components. The orange dashed lines show the components produced by the functionalities – that is, the outputs.

The inputs already processed come from other functionalities that may or may not be in the same Production Group, as the sheet is.

It is necessary to inform a functionality’s inputs when adding it to the Production Group. Those inputs can be edited aor excluded later, as needed.

 

Add functionality’s input components in the Production Group

Tip: First you must record the Engineering component in order to be possible to add input components in the Production Group’s functionality. For more information, refer to “Add Engineering Component Types.”

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Under the Functionalities tab click to select the functionality in which the input will be recorded.

Click Input and New. The following dialog box will pop up:

Complete the fields as described below:

 

Slot Relations Tab:

Note: The Relationship Tab shall be filled only if there are more than one functionality in the Production Group and those functionalities are in line. For example, the webfed printer has folding in line and, therefore, the folding functionality has a relation with the printing functionality.

Complete the fields in this window as described below:

 

Slot Relations Tab:

Note: The Relations window should be filled only for functionalities such as gathering and collecting, therefore it is not necessary to fill it for other functionalities. For more information, refer to “Production Group Functionalities.”

 

Setup Tab:

Click New to inform the setup for each input component.

Complete the fields in this window as described below:

 

When finished, click OK.

Click Save and close.

 

Edit functionality’s input components in the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Functionalities.

Click the functionality’s name to edit its input components.

Click Input

Edit the functionality as needed. For more information, refer to “Production Group Functionalities.”

When finished click OK.

Click Save and Close.

Tip: If any Estimate or Job Engineering had already been calculated with the edited input component it will be necessary to calculate it again, so the input is modified.

 

Delete functionality’s input components in the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Functionalities.

Click the functionality’s name to delete its input components.

Click Input

Click the chosen engineering component type.

Click Delete.

When finished click OK.

Click Save and Close.

 

Outputs for the Production Group

The outputs used in the Production Groups are all the Engineering components that a functionality can produce. For example, the Sheetfed Offset Press functionality produces sheets. For more information, refer to “Engineering Component Types.” Each functionality has different Engineering components that can bu used as outputs. For more information, refer to “Production Group Functionalities.”

The graph below exemplifies the functionality’s inputs and outputs. The blue boxes (dark) represent the functionalities and the grey boxes (light) represent the Engineering components. The green continuous lines show the components used by functionalities – that is, the input components. The orange dashed lines show the components produced by the functionalities – that is, the outputs.

The inputs already processed come from other functionalities that may or may not be in the same Production Group, as the sheet is.

It is necessary to inform a functionality’s outputs when adding it to the Production Group. Those inputs can be edited or excluded later, as needed.

 

Add functionality’s output components in the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Under the Functionalities tab click to select the functionality in which the input will be recorded.

Click Input and New. The following dialog box will pop up:

Complete the fields as described below:

 

Note: The Filter, Characteristic an output component must not have and Characteristic an output component must have fields shall be filled only if the functionality have a restriction to be selected by the Engineering. For example, when selecting the Coated Paper option in the Characteristic an output component must not have field this functionality will not be selected if the product has a coated paper.
Likewise, you can apply filters to select a functionality only when a characteristic exists. For more information, refer to “Restriction for Selecting a Functionality in the Engineering.”

 

When finished click OK.

Click Save and Close.

 

Edit functionality’s output components in the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Functionalities.

Click the functionality’s name to edit its output components.

Click Output

Edit the functionality as needed. For more information, refer to “Production Group Functionalities.”

When finished click OK.

Click Save and Close.

Tip: If any Estimate or Job Engineering had already been calculated with the edited output component it will be necessary to calculate it again, so the input is modified.

 

Delete functionality’s input components in the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Functionalities.

Click the functionality’s name to delete its output components.

Click Output

Click the chosen engineering component type.

Click Delete.

When finished click OK.

Click Save and Close.

 

Production Group Activities

The Activity tab allows linking the activity types to the Production Group. The activity types are used for:

Facilitating the visualization of productive processes on the Engineering screen, through the link between the activity type and the activity group. For more information, refer to “Activities Group.”

Determining if the Production Group should or not be displayed in the Engineering as a productive process. A Production Group without any activity can be used in the Engineering, but can not be planned or receive production data. If there are a cost associated to this Production Group it will be added even with out the activity.

Facilitating the visualization of production data in standard or customized reports. The Job Summarizing report, for example, uses activity types to organizethe processes, showingthe production development by activity type.

Facilitating the organization of activities by classes in the printed Job.

Facilitating the visualization of productive and planning processes.

 

Link Activity Types to Production Groups

Tip: In order to be possible to link an activity type to the Production Group it is necessary to have recorded it previously.
This record can be accessed through the fast link when recording the Production Group.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Activities.

Click New.

Complete the fields as described below:

 

Note: it is possible to add the Activity type editing the Production Group.

Note: If there is only one activity type linked to the Production Group, there are no need to fill the fields in the windows Filters and Filter by Information Range. For more information, refer to “Link Multiple Activity types to a Production Group.”

When finished, click Save and Close.

 

Edit Activity types Linked to Production Groups

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Activity.

Edit the activity as needed. For more information, refer to “Link Activity types to Production Groups.”

Click Save.

Tip: If any Estimate or Job Engineering had already been calculated with the edited activity it will be necessary to calculate it again, so the input is modified.

 

Unlink Activity types to Production Groups

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Activity.

Click to select the activity type to unlink.

Click Delete.

Tip: If any Estimate or Job Engineering had already been calculated with the unlinked activity it will be necessary to calculate it again, so the input is modified.

 

Link Multiple Activity types to a Production Group

Activity types should be linked to a Production Group so it is possible to identify different activities based on product characteristic or Engineering. For example, when a guillotine cutter makes the initial and further trimming during process the links between the Initial Trimming and the other Trimming activity are required. This way the Production Groups activities will be displayed in an organized way in the Engineering.

The activity types determine also if the group will be planned or not. For example, when the Production Group Guillotine Cutter is working on an initial trimming process it will not be planned. Therefore, the Initial Trimming activity type will not be selected as planned. But if this same group is cutting, among other processes, this should be planned. So the activity type Cut will be selected as planned.

Tip: In order to be possible to link an activity type to the Production Group it is necessary to have recorded it previously. For more information, refer to “Add Activity types”.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Activity.

Click New.

Complete the fields as described below:

 

Filters tab:

Complete the fields as described below:

 

In the Conditions area, click New.

Click the first line in the Filter field.

Click the arrow next to the box and select the appropriate option. For more information, refer to “Add filters in the Production Group.”

Click the first line on the field Filter Option.

Click the arrow next to the box and select the appropriate option. For more information, refer to Add filters in the Production Group.”

 

Filter by Information Range area:

Complete the fields as described below:

 

Repeat steps from 5 to 10 to add the appropriate activity types.

Click the arrows up and down to move the activity types to the appropriate position.

Caution! The activity type’s options are mutually exclusive, that is, from all the added activity types, the system will use only the first one in the list having a filter condition that is obeyed. If none of the activity type’s options have a filter the system will use the first option in the list.

Click Save and close.

 

Production Group Costs

On the tab Costs is possible to determine the rules for the Production Group costs calculations. On this tab, are determined the cost accounts to which the Production Group should be linked and how the cost calculation formulas shall be applied. After recording the rules for the Production Group cost calculation, it is necessary to record its cost value in the Transformation Cost Table. For more information, refer to “Add Costs Transformation Cost Table”.

 

Link Cost Items to the Production Group

Tip: In order to be possible to link costs to the Production Group is necessary to record previously the transformation cost and unit of measurement. For more information, refer to “Add Costs in the Transformation Cost Table”.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Costs.

Click New.

Complete the fields as described below:

On Cost Items Definition click New.

Complete the fields as described below:

On Cost Items, click New.

Complete the fields as described below:

Note: If there is only one activity type linked to the Production Group, there are no need to fill the fields in the windows Filters and Filter by Information Range. For more information, refer to “Link Multiple Activity types to a Production Group.”

 

When finished click Save and Close.

 

Edit Cost Items Linked to the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Costs.

Edit the cost item as needed. For more information, refer to “Link Cost Items to the Production Group.”

Click Save.

Tip: If any Estimate or Job Engineering had already been calculated with the former linked item option it will be necessary to calculate it again, so the input is modified.

 

Unlink Cost Items from the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Costs.

Click to select the cost item to unlink.

Click Delete.

Tip: If any Estimate or Job Engineering had already been calculated with the unlinked item cost option it will be necessary to calculate it again, so the input is modified.

 

Link Multiple Cost Items Options to a Production Group

In the Costs tab it is possible to add several Cost Items options for the same Production Group. Therefore, it is necessary to create filters to determine when the Engineering should choose each option such as a cost item for all types of product and another one for the wire-o products.

To be able to link costs to the Production Group, it is necessary to previously record the transformation cost type and the unit of measurement. For more information, refer to "Add Transformation Costs” and “Add Units of Measurement."

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Costs.

Click New.

Complete the fields as described below:

On Cost Items Definition click New.

Complete the fields as described below:

On Cost Items, click New.

Complete the fields as described below:

Note: If there is only one activity type linked to the Production Group, there are no need to fill the fields in the windows Filters and Filter by Information Range. For more information, refer to “Link Multiple Activity types to a Production Group.”

 

Filters tab:

Complete the fields as described below:

In the Conditions area, click New.

Click the first line in the Filter field.

Click the arrow next to the box and select the appropriate option. For more information, refer to “Add filters in the Production Group.”

Click the first line on the field Filter Option.

Click the arrow next to the box and select the appropriate option. For more information, refer to Add filters in the Production Group.”

 

Filter by Information Range area:

Complete the fields as described below:

 

Repeat steps from 5 to 10 to add the appropriate cost items.

Caution! The cost items option are NOT mutually exclusive, that is, the system will use all the added cost items options having a filter condition that is obeyed. If none of the cost items options have a filter the system will all of them.

14.When finished, click Save and close.

 

Production Group Setups

In the Setups tab, it is possible to link setup times and wastes to the Production Group. Only the waste from the initial machine’s setups will be considered as setup waste. To configure the wastes during the process, refer to "Production Group Wastes on Running."

The setup waste unit will be the same unit recorded in the Unit of measurement field in the Speed area (Production Group record, in the Units tab). If the waste unit is different from speed (such as speed in number of prints/ hour and the waste in kilograms) it can be modified in the Setup Waste area, in the Production Group’s Units tab. For more information, refer to “Production Group Units of Measurement.”

 

Add Setups to the Production Group

In order to be possible to add setups to the Production Group, it is necessary to have the Setup Machine Types previously recorded.

It is possible to access this record through the quick link, when recording the Production Group. For more information, see "Quick Link".

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Setups.

Click New.

Complete the fields as described below:

 

Notes tab:

Complete the fields as described below:

Note: If there is only one activity type linked to the Production Group, there are no need to fill the fields in the windows Filters and Filter by Information Range. For more information, refer to “Link Multiple cost item types to a Production Group.”

 

When finished, click Save and Close.

 

Edit Setups in the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Setups.

Click the setup’s name to select it.

Edit the setups as needed. For more information, refer to “Add Setups to the Production Group.”

When finished click Save and Close.

Tip:  If any Estimate or Job Engineering had already been calculated with the edited setup it will be necessary to calculate it again, so the setup is modified.

 

Delete Setups in the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Setups.

Click the setup’s name to select it.

Click Delete.

When finished, click Save and Close.

Tip:  If any Estimate or Job Engineering had already been calculated with the deleted setup it will be necessary to calculate it again, so the setup is deleted from the calculation.

 

Add Multiple Setups to a Production Group

It is necessary to add several Setups in a Production Group for applying times or wastes of different setups based on different product characteristics or Engineering. For example, when a printer machine has a setup waste different from the standard setup waste for a paper that is thicker it is necessary to add one more Setup option taking in consideration only thicker papers

Tip: In order to be possible to add setups to the Production Group it is necessary to have recorded it previously.
This record can be accessed through the fast link when recording the Production Group.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Setups.

Click New.

Complete the fields as described below:

 

Notes tab:

Complete the fields as described below:

 

Filters tab:

Go to the Conditions tab > Filters.

Complete the fields as described below:

 

In Conditions, click New.

Click on the first line Filter field.

Click the arrow next to the box in this field and select the appropriate option. For more information, refer to “How to Add Filters in the Production Group.”

Click on the first line of the Filter Option field.

Click the arrow next to the box in this field and select the appropriate option. For more information, refer to “How to Add Filters in the Production Group.”

 

Filter by Information Range area:

Complete the fields as described below:

 

Repeat steps from 5 to 10 to add the appropriate setups.

Caution! The setup option are NOT mutually exclusive, that is, the system will use all the added cost items options having a filter condition that is obeyed. If none of the cost items options have a filter the system will all of them.

When finished, click Save and close.

 

Production Group Speeds

In the Speed tab is possible to link the speed tables that determine the Production Group speed. The speed table selected and the unit of measurement recorded in the Units tab, in the Speed section, Unit of Measurement field in the Production Group determines the machine speed. The default time unit used for calculating is hours. That is, if the unit for production is prints the speed will be in prints/ hours. For more information, refer to "Speed Tables."

 

Link Speed Table to the Production Group

Tip: In order to be possible to link a speed table to the Production Group it is necessary to have it previously recorded.
This record can be accessed through the fast link when recording the Production Group.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Speed.

Click New.

Complete the fields as described below:

Note: it is possible to add the Speed Table editing the Production Group.

Note: If there is only one activity type linked to the Production Group, there are no need to fill the fields in the windows Filters and Filter by Information Range. For more information, refer to “Link Multiple Speed Tables to a Production Group.”

When finished, click Save and Close.

 

Edit Speed Table Linked to the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Speed.

Edit the speed tables as needed. For more information, refer to “Link Speed Tables to the Production Group.”

When finished click Save.

Tip: If any Estimate or Job Engineering had already been calculated with the edited table speed it will be necessary to calculate it again, so the speed table is modified.

 

Unlink Speed Table to the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Speed.

Click to select the speed table to unlink.

Click Delete.

Tip: If any Estimate or Job Engineering had already been calculated with the unlinked speed table it will be necessary to calculate it again, so the speed table is deleted.

 

Link Multiple Speed Tables to a Production Group

To link multiple speed tables to a Production Group is important when the Production Group have different speeds tables based on product characteristics such as having coated paper. In this case, there would be two options in the Speed tab, one with a filter determining the linked speed table should be used only when the paper is coated and the other with a speed table for the other products.

Tip: To make it possible to link a speed table to the Production Groups it is necessary to previously record the speed table. For more information, refer to “Add Productive Table”.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Speed.

Click New.

Complete the fields as described below:

 

Filters tab:

Complete the fields as described below:

 

In the Conditions area, click New.

Click the first line in the Filter field.

Click the arrow next to the box and select the appropriate option. For more information, refer to “Add filters in the Production Group.”

Click the first line on the field Filter Option.

Click the arrow next to the box and select the appropriate option. For more information, refer to Add filters in the Production Group.”

 

Filter by Information Range area:

Complete the fields as described below:

 

Repeat steps from 5 to 10 to add the appropriate speed tables.

Click the arrows up and down to move the speed tables to the appropriate position.

Caution! The speed table options are mutually exclusive, that is, from all the added speed tables, the system will use only the first one in the list having a filter condition that is obeyed. If none of the speed table options have a filter the system will use the first option in the list.

Click Save and close.

 

Production Group Producing Waste

In the Producing Waste tab is possible to link the waste tables that determine the wastes applied to the Production Group. The Producing Waste uses only the waste during production and does not consider the waste produced during machine setup. For more information on machine setup waste, refer to “Production Group Setups.”

The waste table selected and the unit of measurement recorded in the Units tab, in the Control and Production section, Unit of Measurement field in the Production Group determines the producing waste. The producing waste can be calculated in prints, passes etc, according to what is defined in this field. For more information, refer to "Link Unit of Measurement to the Production Group.”

 

Link a Waste Table to the Production Group

Tip: In order to be possible to link a waste table to the Production Group it is necessary to have it previously recorded.
This record can be accessed through the fast link when recording the Production Group.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Producing Wastes.

Click New.

Complete the fields as described below:

Note: If there is only one waste table linked to the Production Group, there are no need to fill the fields in the windows Filters and Filter by Information Range. For more information, refer to “Link Multiple Waste Tables to a Production Group.”

When finished, click Save and Close.

 

Edit Waste Table Linked to the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Producing Waste.

Click the waste option to edit it.

Edit the waste option as needed. For more information, refer to “Link WasteTable to the Production Group.”

When finished click Save.

Tip: If any Estimate or Job Engineering had already been calculated with the edited waste table it will be necessary to calculate it again, so the waste table is modified.

 

Unlink the Waste Table from the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Producing Waste.

Click to select the waste table to unlink.

Click Delete.

Tip: If any Estimate or Job Engineering had already been calculated with the unlinked waste table it will be necessary to calculate it again, so the waste table is modified.

 

Link Multiple Waste Tables to the Production Group

Multiple Waste Tables should be linked to a Production Group when the Production Group has different waste tables based on product characteristics such as when a product has coated paper. In this case, there would be two options in the Producing Waste tab, one with a filter determining the linked waste table should be used only when the paper is coated and the other with a waste table for the other products.

Tip: In order to be possible to link a waste table to the Production Group is necessary to have previously recorded it. For more information, refer to “Add Waste Table.”

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Producing Wastes.

Click New.

Complete the fields as described below:

 

Filters tab:

Complete the fields as described below:

In Conditions, click New.

Click the first line in the Filter field.

Click the arrow next to the box and select the appropriate option. For more information, refer to “Add filters in the Production Group.”

Click the first line on the field Filter Option.

Click the arrow next to the box and select the appropriate option. For more information, refer to Add filters in the Production Group.”

 

Filter by Information Range area:

Complete the fields as described below:

Repeat steps from 5 to 10 to add the appropriate waste tables.

Click the arrows up and down to move the waste tables to the appropriate position.

Caution! The waste table options are mutually exclusive, that is, from all the added activity types, the system will use only the first one in the list having a filter condition that is obeyed. If none of the waste table options have a filter the system will use the first option in the list.

Click Save and close.

 

Production Group Factors

In this tab it is possible to record the factors applicable to the initial Production Group speed, waste or setups for modifying those. For example, if a Production Group has only one Speed table (speed) and suffers a speed reduction of 10 % when printing on a glossy coated paper it is not necessary to create a new table to modify the Production Group speed. Just create a 10 %, reduction to be applied only on this speed condition.

 

Add Factor in the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Factors.

Click New.

Complete the fields as described below:

 

Setup Factor area:

Note: In order to be possible to add a setup factor to the Production Group is necessary to have previously recorded the machine setup. For more information, refer to “Add Machine Setup Types.”

 

On Setup Factor click New.

Complete the fields described below:

Note: It is possible to edit only one option’s factor. For applying the factor only for speed, for example, simply enter the appropriate value in the field Speed Factor and keep the other factor fields with the default value 1,0.

 

On Filters in the Conditions tab:

Complete the fields as described below:

In Conditions, click New.

Click the first line in the Filter field.

Click the arrow next to the box and select the appropriate option. For more information, refer to “Add filters in the Production Group.”

Click the first line on the field Filter Option.

Click the arrow next to the box and select the appropriate option. For more information, refer to Add filters in the Production Group.”

 

Filter by Information Range area:

Complete the fields as described below:

Caution! The factor options are NOT mutually exclusive, that is, the system will use all the added factor options having a filter condition that is obeyed. If none of the factor options have a filter the system will all of them.

 

Click the Notes tab.

Enter information as needed in the Observations field.

When finished, click Save and Close.

 

Edit Production Group Factors

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Factors.

Click the factor’s name to edit it.

Edit the factor as needed. For more information, refer to “Add Factor to the Production Group.”

When finished click OK.

Click Save and Close.

Tip: If any Estimate or Job Engineering had already been calculated with the edited factor it will be necessary to calculate it again, so the factor is modified.

 

Delete Factors from Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Factors.

Click the factor’s name to delete it.

Click Delete.

Tip: If any Estimate or Job Engineering had already been calculated with the deleted factor it will be necessary to calculate it again, so the factor is deleted.

 

Production Group Units of Measurement

In the Units tab, it is possible to define the units of measurement used by the Production Group. The unit of measurement used depends on the type of machine and it is possible to record more than one unit for the same Production Group. For example, you can use prints for speed and kilograms for setup waste.

In the Control and Production area is possible to define the default unit used in the production module. If the fields in Speed and Setup Waste are not filled the system will use the default unit set in the Engineering for speed and setup waste. For more information, refer to “Add Unit of Measurement to the Production Group.” and “Add Setup Waste Unit to the Production Group”.

 

Link Production Group Units of Measurement

Tip: In order to be possible to link units to the Production Group it is necessary to have previously recorded it. For more information, refer to ”Add Units of Measurement”.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Units.

 

On Control and Production:

Complete the fields as described below:

 

Click Edit.

Complete the fields as described below:

 

Click Confirm.

 

On Speed:

Complete the fields as described below:

 

Click Edit.

Complete the fields as described below:

 

On Setup Waste:

Complete the fields as described below:

 

8.Click Confirm.

9.When finished, click Save and Close.

 

Edit Unit of Measurement Linked to the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Units.

Edit the functionality as needed. For more information, refer to “Production Group Functionalities.”

When finished click Save.

Tip: If any Estimate or Job Engineering had already been calculated with the edited unit of measurement it will be necessary to calculate it again, so the unit is updated.

Tip: The default unit of measurement it required and cannot be unlinked.

 

Unlink Unit of Measurement from the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Units.

Click to select the unit of measurement and erase it to unlink.

Click Save and Close.

Tip: If any Estimate or Job Engineering had already been calculated with the unlinked unit it will be necessary to calculate it again, so the unit is unlinked.

Tip: When the setup waste unit is unlinked the Engineering will use the default unit defined for waste.For more information, refer to “Link Unit of Measurement to the Production Group.”

 

Production Group Scopes

The scopes determine specific Production Group behaviors such as when it is not the Engineering first choice even being the cheapest (Alternative Scope). In the Scope record is possible to set multiple types of behaviors for the Production Group. For more information refer to “Scope”.

 

Link Scope to the Production Group

Tip: In order to be possible to link a scope to the Production Group it is necessary to have previously recorded it. For more information, refer to “Add Scopes”.
This record can be accessed through the fast link when recording the Production Group.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Units.

On the Scope area, click New.

Complete the fields as described below:

When finished, click Save and Close.

 

Edit the Production Group Scope

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Units.

Click the Scope area.

Edit the functionality as needed. For more information, refer to “Link Scope to the Production Group.”

When finished click Save and Close.

Tip: If any Estimate or Job Engineering had already been calculated with the edited scope it will be necessary to calculate it again, so the scope is updated.

 

Unlink Scope from the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Units.

On the Scope area, click the appropriate scope to select it.

Click Delete.

Click Save and Close.

Tip: If any Estimate or Job Engineering had already been calculated with the unlinked scope it will be necessary to calculate it again, so the scope is unlinked.

 

Apply Filters in the Production Group Scope

It is possible to select characteristics and technical information from Engineering to indicate if a scope should or shouldn’t be applied in the Production Group. For example, apply the alternative scope only when a 4-color printing functionality is used and the substrate selected is coated paper. For more information, refer to “Add Scope”.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Units.

On the Scope area, click the appropriate scope to select it.

Click Filter.

Tip: In order to be possible to apply filters it is necessary the scope linked to the group have one of the functionalities selected in the Functionality field. If no functionality is linked to the scope it will not be possible to access the filter screen when clicking Filter. For more information, refer to “Link Scope to the Production Group.”

Double click the Filters area (in blue).

Execute the appropriate filter. For more information on how to create filters, refer to “Production Group Filters.”

When finished click Save and Close.

 

Production Group Filters

It is possible to create filters in the Production Group for selecting a speed table, a waste, a factor or a cost item, for example, based on engineering, product or even client information.

Those filters should be created only once, using the Filters tab. Once the filters were created, they can be used in all the Production Group tabs, except the Functionalities tab.

 

Add Filters to the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Filters

Click New.

Complete the fields as described below:

Click Notes.

Enter additional information, as needed.

Click OK.

In the Filter Options area, complete the fields described below:

Click New and repeat step 9 for adding each filter option.

Tip: In order to delete an option click the tab where it was added and click Delete.

Click Notes.

Complete the fields described below:

Click OK.

On the Conditions for Filter Selection area, click New.

On the Filter Conditions – Output Components area, double click Filter.

Add filters as needed. For more information on how to create customized filters, refer to “Add Filter Conditions”.

Click OK.

Tip: For adding more than one filter condition repeat steps from 12 to 14. In order to the filter to be true on of its conditions must be met.

Note: In order to delete a condition click the tab where it was added and click Delete.

 

Filter Conditions – Functionalities area:

Select the functionality filter only if it should be used when the Production Group functionality is selected in the Engineering.

It is also possible to access functionality’s technical information for creating the filter. For example, when selecting the Gathering functionality it is possible to filter the number of pockets that is technical information for this functionality.

Select the appropriate Functionality clicking the box next to its name.

Select the Functionality to which the filter will be applied.

Click Filters.

Double click the Filter area.

Create the filters as needed. For more information on how to create customized filters, refer to “Add Filter Conditions”.

Click OK.

Click OK again.

When finished, click Save and Close.

Tip: When selecting more than one functionality in the same filter option both functionalities shall be used in the Engineering so that the filter can be considered true. If the filter has to be considered ture when one functionality or the other is used in the Engineering, it is necessary to create another filter condition in the same option.

 

Edit Production Group Filters

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Filters.

Edit the filter as needed. For more information, refer to “Add Filters to the Production Group.”

When finished Save and Close.

Tip: If any Estimate or Job Engineering had already been calculated with the edited filter it will be necessary to calculate it again, so the filter is updated.

 

Delete Production Group Filters

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Filters.

Click the filter to select it.

Click Delete.

Click Save and Close.

Tip: If any Estimate or Job Engineering had already been calculated with the deleted filter it will be necessary to calculate it again, so the filter is deleted.

 

Production Group Custom Raw Material

The custom raw material should be created in order to calculate the consumption of a specifc material that is not in the system by default. For more information on the required settings for specifying custom raw materials, refer to “Custom Raw Material.”

When linking a raw material to a Production Group, it is possible to determine the material’s consumption calculation and also to determine rules for its selesction.

 

Link Custom Raw Materials to the Production Group

Tip: In order to be possible to link a custom raw material to the Production Group it is necessary that a Generic Engineering Component Typehave been previously recorded. For more information, refer to “Add Generic Engineering Component Types”.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Custom Raw Materials.

Click New.

Complete the fields as described below:

In the blue area, click New.

Note: The custom material calculation options are displayed only if there is a functionality selected in the Fuctionality field.

Complete the fields as described below:

 

Raw Material area:

Complete the fields as described below:

Tip: The fields Raw Material and Or based on product’s characteristic are mutually exclusive, that is, when using one of the fields the other shall not be used.

 

Double click Filter.

Create filters as needed. For more information on how to create custom filters, refer to “Add Filter Conditions.”

Click OK.

When finished Save and Close.

Repeat steps from 6 to 10 to add each custom raw material of the same Engineering component type.

Repeat steps from 5 to 10 to add each custom raw material of a different Engineering component type.

 

Edit Custom Raw Materials in the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Custom Raw Material.

Edit raw materials as needed. For more information, refer to “Link Custom Raw Materials to the Production Group.”

When finished Save and Close.

Tip: If any Estimate or Job Engineering had already been calculated with the edited raw material it will be necessary to calculate it again, so the raw material is modified.

 

Unlink Raw Material from the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Custom Raw Material.

Click to select the material to unlink.

Click Save and Close.

Tip: If any Estimate or Job Engineering had already been calculated with the unlinked material it will be necessary to calculate it again, so the materials unlinked.

 

Production Group Additional Information

It is possible to record important information about the Production Group using an open field and link the Manufacturer with the Production Group and the Product Classification.

 

Add Production Group Additional Information

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click General.

Complete the fields as described below:

When finished, click Save and Close.

Note: The manufacturer and the classification can be added by editing the Production Group. For more information, refer to “Quick Link.”

 

Production Group Output Options

Registering output options allows you to restrict the number of different elements that can be produced by a machine. This configuration is normally used on rotary printers, but it can be used on any machine.

 

Add Production Group Output Options

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Ouput options.

Click New.

Complete the fields as described below:

 

Edit Production Group Output Options

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click the Output Options.

Edit the output option as needed. For more information, refer to “Link a Planning Group to the Production Group.”

When finished click Save.

Tip: If any Estimate or Job Engineering had already been calculated with the edited output option it will be necessary to calculate it again, so the output is updated.

 

Delete Production Group Output Options

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Output options.

Click the chosen output option to select it.

Click Delete.

Tip: If any Estimate or Job Engineering had already been calculated with the deleted output option it will be necessary to calculate it again, so the output option is updated.

 

Link Multiple Output Options to the Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Output options.

Click New.

Complete the fields as described below:

 

Filters area:

Complete the fields as described below:

In the Conditions area, click New.

Click the first line in the Filter field.

Click the arrow next to the box and select the appropriate option. For more information, refer to “Add filters in the Production Group.”

Click the first line on the field Filter Option.

Click the arrow next to the box and select the appropriate option. For more information, refer to Add filters in the Production Group.”

 

Filter by Information Range area:

Complete the fields as described below:

Repeat steps from 5 to 10 to add the appropriate output options.

Click the arrows up and down to move the output options to the appropriate position.

Caution! The output options are mutually exclusive, that is, from all the added output, the system will use only the first one in the list having a filter condition that is obeyed. If none of the output options have a filter the system will use the first option in the list.

Click Save and close.

 

Production Group Planning

The iQuote Engineering, with its activity sequence and Production Groups, allows the system to be integrated with other planning systems. It is possible to integrate iQuote either with M3 Planner or with Printflow/ Foundation.

On the Planning tab it is possible to link the Planning Groups created in M3 Planner or to link the resources directly to the Production Group, if the iQuote is integrated with Printflow/ Foundation and not with M3 Planner.

 

Systems integrated with M3 Planner

If the iQuote is integrated with M3 Planner it will be necessary to create Planning Groups that can be linked to the Production Group. The resources that can be used by the Engineering for creating the production routes are allocated in the Planning Groups.

Link a Planning Group to the Production Group

Tip: In order to be possible to link a planning group to the Production Group it is necessary to have previously recorded it in the M3 Planner. For more information on the M3 Planner system, refer to its Help files.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Planning and then click New.

Complete the fields as described below:

Note: If there is only one type of planning group linked to the Production Group, there are no need to fill the fields in the windows Filters and Filter by Information Range. For more information, refer to “Link Multiple Planning Groups to a Production Group.”

When finished, click Save and Close.

 

Edit Planning Group linked to the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Planning.

Edit the planning group as needed. For more information, refer to “Link a Planning Group to the Production Group.”

When finished click Save.

Tip: If any Estimate or Job Engineering had already been calculated with the formerly linked planning group it will be necessary to calculate it again, so the planning group is updated.

 

Unlink a Planning Group from the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Planning.

Click to select the planning group to unlink.

Click Delete.

Tip: If any Estimate or Job Engineering had already been calculated with the unlinked planning group it will be necessary to calculate it again, so the planning group is updated.

 

Link Multiple Planning Groups to a Production Group

Multiple Planning Groups should be linked to a Production Group when the Production Group represents multiple machines doing the same activity type, differing in some characteristics in order to improve the recording and Engineering calculations. The planning group is used for identifying those differences and heading the the planning.

For example, if two folding machines do the same types of foldings, except that only one of them do the double gate fold, the system could have only one Production Group for both of them called “Folding Machine”. The products with double gate fold will be send only to the machine that has this option. All the other products may be sent to both machines. Is only necessary to create a planning group for All folding types containing both machines and another one called Double gate folding only containing just the respective machine.

The Planning Groups should only be linked to the Production Groups if there is an integration with the M3 Planner system. For more information, refer to the M3 Planner Help files, on “Setting M3 Planner integration”.

Tip: In order to be possible to link the Planning Group to the Production Group it is necessary to have previously recorded it in the M3 Planner system. For more information on the M3 Planner system, refer to its Help files.

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Planning.

Click New.

Complete the fields as described below:

 

Filters area:

Complete the fields as described below:

In the Conditions area, click New.

Click the first line in the Filter field.

Click the arrow next to the box and select the appropriate option. For more information, refer to “Add filters in the Production Group.”

Click the first line on the field Filter Option.

Click the arrow next to the box and select the appropriate option. For more information, refer to Add filters in the Production Group.”

 

Filter by Information Range area:

Complete the fields as described below:

Repeat steps from 5 to 11 to add the appropriate planning groups.

Click the arrows up and down to move the planning group to the appropriate position.

Caution! The planing group options are mutually exclusive, that is, from all the added planning groups, the system will use only the first one in the list having a filter condition that is obeyed. If none of the planning group options have a filter the system will use the first option in the list.

Click Save and close.

 

Systems integrated with Printflow/ Foundation

If the iQuote system is integrated with Printflow/ Foundation the Planning Groups are not used. The resources are directly linked to the Production Group. It is required that at least one main resource be linked and secondary resources can be added as needed. Each resource secondary resource will generate a different production route in the Printflow, which simulates the best resource for planning an activity according to the machine’s availability.

 

Link a Resource to the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Planning.

Complete the fields as described below:

Note: If there is only one type of planning group linked to the Production Group, there are no need to fill the fields in the windows Filters and Filter by Information Range. For more information, refer to “Link Multiple Resources to a Production Group.”

 

When finished, click Save and Close.

 

Edit Resource linked to the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Planning.

Edit the resources as needed. For more information, refer to “Link a Resources to the Production Group.”

When finished click Save.

Tip: If any Estimate or Job Engineering had already been calculated with the formerly linked resources it will be necessary to calculate it again, so the resources is updated.

 

Unlink a Resource from the Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Planning.

Click to select the planning group to unlink.

Click Delete.

Tip: If any Estimate or Job Engineering had already been calculated with the unlinked resource it will be necessary to calculate it again, so the resource is updated.

 

Link Multiple Resources to a Production Group

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Others.

Click Planning.

Click New.

Complete the fields as described below:

 

Filters area:

Complete the fields as described below:

In the Conditions area, click New.

Click the first line in the Filter field.

Click the arrow next to the box and select the appropriate option. For more information, refer to “Add filters in the Production Group.”

Click the first line on the field Filter Option.

Click the arrow next to the box and select the appropriate option. For more information, refer to Add filters in the Production Group.”

 

Filter by Information Range area:

Complete the fields as described below:

Repeat steps from 5 to 11 to add the appropriate resources.

Click Save and close.

 

Helper Resources

You can link a Helper Resource to the Production Group, so that its time is taken into consideration.

Go to Planning > Record > Planner > Resource Record.

Select the record that you want to mark as a helper and click to Edit it.

Select the Helper checkbox and Save.

Note: Once you relate a Helper Resource with a Production Group, you cannot deselect the Helper checkbox.

Go to Sales > Records > iQuote> Engineering > Production Group.

Select a record and click to Edit it. Open the Costs tab.

Create a new Cost Item line or click to edit an existing one.

On the Helper Resource column, select one of the available resources.

If you have an integration with Foundation and there is a Job that uses a Production Group with a related Helper Resource, the system sends a new Operation node in the job integration with the total time of the process.

 

Edit Production Groups

The Production Group has two editing screens: the Simplified Settings screen and the Advanced Settings screen.

The user is required to have enabled the following access options to be able to edit simplified settings in the Production Group:

EPS > SALES > RECORDS > IQUOTE > ENGINEERING > PRODUCTION GROUP > EDIT PRODUCTION GROUP

 

Edit Production Group Simplified Settings

The Production Group Simplified Settings screen allows editing basic information such as speed and waste. This screen should be used when there is no access to the Advanced Settings screen. If any Production Group’s technical information is not available for editing it is possible to add more fields through publication. For more information, refer to “Add Technical Fields in the Production Group’s Simplified Settings.”

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Edit. The following screen will open:

Tip: For more information on the buttons in this toolbar, refer to Basic Navigation

Complete the fields as described below:

 

Setups – (Time and wastes during setup) area:

Complete the fields as described below:

Tip: It is possible to add new setups (setup time and waste) only through the Production Group Advanced Settings. For more information, refer to “Add Setups in the Production Group”.

 

Setup Factors – (Adjustments in setup time) area:

Complete the fields as described below:

 

Speeds area:

Complete the fields as described below:

Tip: Under the Interpolate Speeds field is displayed an interpolation calculation example based on the speeds applied in the standard table.

In the Default area, inside the Speed area, click New.

Tip: The Standard area represents a speed table and will always be available to be filled. For more information on adding more speed tables, refer to “Add Speed Tables through the Production Group Simplified Settings Screen.”

Complete the fields as described below:

 

Speed Factors area:

Complete the fields as described below:

 

Running Waste area:

Complete the fields as described below:

Tip: Under the Interpolate Wastes field is displayed an interpolation calculation example based on the wastes applied in the standard table.

In the Default area, inside the Speed area, click New.

Tip: The Standard area represents a waste table and will always be available to be filled. For more information on adding more waste tables, refer to “Add Waste Tables through the Production Group Simplified Settings Screen.”

Complete the fields as described below:

 

Waste Factors area:

Complete the fields as described below:

 

Add Speed Tables through the Production Group Simplified Settings Screen

The Speed Tables may be added using the Production Group Simplified Settings screen. When creating a new speed table it is displayed in the Production Group Simplified Settings and in the Advanced Settings screen.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Edit.

Click Speeds and Create Speed:

Tip: For more information on the buttons in this toolbar, refer to “Standard toolbar.”

Complete the fields as described below:

 

Conditions area:

On Conditions, click New.

Click the first line in the Attribute field.

Click the arrow next to the box in this field for selecting the appropriate option. For more information, refer to “Add Filters in the Production Group.”

Click the first line in the field Value for The Attribute.

Click the arrow next to the box in this field for selecting the appropriate option. For more information, refer to “Add Filters in the Production Group.”

Complete the fields as described below:

Tip: It is possible to add new setups (setup time and waste) only through the Production Group Advanced Settings. For more information, refer to “Add Setups in the Production Group”.

 

Filter by Information Range area:

Complete the fields as described below:

Tip: For more information on the buttons in this toolbar, refer to “Standard toolbar.”

On Speed Tables click New.

Tip: On the Speed Tables area the recorded speeds grid will be displayed in the default speed table.

Complete the fields as described below:

Repeat steps from 5 to 11 to add the appropriate speeds.

Click the arrows up and down to move the speeds to the appropriate position.

Caution! The speed table options are mutually exclusive, that is, from all the added speed tables, the system will use only the first one in the list having a filter condition that is obeyed.

When finished, click Save and close.

Tip: After adding the speed table its values can be edited through the main Group Production Simplified Settings screen. For editing the description or the selection conditions it is required to click on Speeds. For more information, refer to “Add Speed Tables through the Production Group Simplified Settings Screen.”

 

Edit Speed Tables through the Production Group Simplified Settings Screen

The Speed Table values can be edited in the speed grid in the main Production Group Simplified Settings screen. For more information, refer to “Edit Simplified Settings in the Production Group”.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Edit.

Click Speeds.

Edit the speed as needed. For more information, refer to “Add Speed Tables through the Production Group Simplified Settings Screen.”

When finished click Save.

Tip: It is not possible to edit the description and filter descriptions for the speed table through the Production Group Simplified Settings screen. In order to edit those information access the Production Group Advanced Settings screen. For more information, refer to “Link a Speed Table to the Production Group.”

 

Delete Speed Tables through the Production Group Simplified Settings Screen

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Edit.

Click Speeds.

Click the chosen speed option to select it.

Click Delete.

Click Yes to confirm this action.

Tip: It is not possible to delete a default speed table through the Production Group Simplified Settings screen. In order to delete it acess the Production Group Advanced Settings screen. For more information, refer to “Unlink a Speed Table from the Production Group.”

 

Add Waste Tables through the Production Group Simplified Settings Screen

The Running Waste Tables may be added using the Production Group Simplified Settings screen. When creating a new waste table it is displayed in the Production Group Simplified Settings and in the Advanced Settings screen.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Edit.

Click Wastes and Create Makeready Waste.

Tip: For more information on the buttons in this toolbar, refer to “Standard toolbar.”

 

Complete the fields as described below:

 

Conditions area:

Filters for selecting a table. The displayed filter options should be previously recorded through the Production Group Advanced Settings. For more information, refer to “Add filters in the Production Group.”

 

On Conditions, click New.

Click the first line in the Attribute field.

Click the arrow next to the box in this field for selecting the appropriate option. For more information, refer to “Add Filters in the Production Group.”

Click the first line in the field Value for The Attribute.

Click the arrow next to the box in this field for selecting the appropriate option.

Complete the fields as described below:

 

Filter by Information Range area:

Complete the fields as described below:

Tip: There must be at least one condition per waste table option. If no condition is selected the system is going to show a message when the inclusion is confirmed.

On Waste Tables click New.

Tip: On the Waste Tables area the recorded wastes grid will be displayed in the default waste table.

Complete the fields as described below:

Repeat steps from 5 to 11 to add the appropriate waste tables.

Click the arrows up and down to move the waste tables to the appropriate position.

Caution! The waste table options are mutually exclusive, that is, from all the added speed tables, the system will use only the first one in the list having a filter condition that is obeyed.

When finished, click Confirm.

Tip: After adding the waste table, its values can be edited through the main Group Production Simplified Settings screen. For editing the description or the selection conditions it is required to click on Wastes. For more information, refer to “Add Waste Tables through the Production Group Simplified Settings Screen.”

 

Edit Waste Tables through the Production Group Simplified Settings Screen

The Waste Table values can be edited in the waste grid in the main Production Group Simplified Settings screen. For more information, refer to “Edit Simplified Settings in the Production Group”.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Edit.

Click Wastes.

Edit the waste table as needed. For more information, refer to “Add Waste Tables through the Production Group Simplified Settings Screen.”

When finished click Save.

Tip: It is not possible to edit a default waste table through the Production Group Simplified Settings screen. In order to edit it acess the Production Group Advanced Settings screen. For more information, refer to “Link a Waste Table from the Production Group.”

 

Delete Waste Tables through the Production Group Simplified Settings Screen

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Edit.

Click Wastes.

Click the chosen waste table option to select it.

Click Delete.

Click Yes to confirm this action.

Tip: It is not possible to delete a default waste table through the Production Group Simplified Settings screen. In order to delete it acess the Production Group Advanced Settings screen. For more information, refer to “Unlink a Waste Table from the Production Group.”

 

Add Factors through the Production Group Simplified Settings Screen

The Factors applied to the speeds, setups and running wastes may be added through the Production Group Simplified Settings screen. When creating a new factor it is displayed in the Production Group Simplified Settings and in the Advanced Settings screen.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Edit.

Click Factors and New.

Tip: For more information on the buttons in this toolbar, refer to “Standard toolbar.”

Complete the fields as described below:

 

Conditions area:

Filters for selecting a factor. The displayed filter options should be previously recorded through the Production Group Advanced Settings. For more information, refer to “Add filters in the Production Group.”

On Conditions, click New.

Click the first line in the Attribute field.

Click the arrow next to the box in this field for selecting the appropriate option. For more information, refer to “Add Filters in the Production Group.”

Click the first line in the field Value for The Attribute.

Click the arrow next to the box in this field for selecting the appropriate option.

Complete the fields as described below:

 

Filter by Information Range area:

Complete the fields as described below:

Tip: There must be at least one condition per factor option. If no condition is selected the system is going to show a message when the inclusion is confirmed.

 

Factor area:

Complete the fields as described below:

11.Repeat steps from 5 to 10 to add the appropriate factors.

Caution! The factor options are NOT mutually exclusive, that is, system will use all the factors in the list having a filter condition that is obeyed.

When finished, click Confirm.

 

Edit Factors through the Production Group Simplified Settings Screen

The Factors can be edited in the speed, setup and waste areas in the main Production Group Simplified Settings screen. For more information, refer to “Edit Simplified Settings in the Production Group”.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Edit.

Click Factors.

Edit the factors as needed. For more information, refer to “Add Factors through the Production Group Simplified Settings Screen.”

When finished click Save.

Tip: It is not possible to edit the description and filter descriptions for the factors that were not created through the Production Group Advanced Settings screen. For more information, refer to “Add a Factor to the Production Group.”

 

Delete Factors Through the Production Group Simplified Settings Screen

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Edit.

Click Factors.

Click the chosen option to select it.

Click Delete.

Click Yes to confirm this action.

Tip: It is not possible to delete the description and filter descriptions for the factors that were not created through the Production Group Advanced Settings screen. For deleting this factors it is required to access the Production Group Advanced Settings. For more information, refer to “Add Factors to the Production Group.”

 

Add Technical Fields in the Production Group Simplified Settings

In the Production Group Simplified Settings screen is possible to add fields with functionalities technical informations, for viewing and editing without needing to access the Production Group Advanced Settings screen, such as margins, machine settings, etc.

Tip: To make it possible to add technical fields in the Production Groups simplified settings it is necessary to previously record the publications. For more information refer to “Production Group Technical Publication.”

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Functionalities.

Click the appropriate Functionality to add technical fields.

In Publications click the arrow next to the box and select the appropriate publication. Fore more information on how to add publications, refer to “Add Technical Publications to the Production Group.”

When finished, click Save and Close.

Tip: In the publication record is possible to define if a field should or shouldn't be available for edition more than once through the Simplified Settings screen when there are multiple functionalities recorded in the same Production Group sing the same field. For more information, refer to “Add Technical Publications in the Production Group.”

 

Delete Technical Fields from the Production Group Simplified Settings

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Click Functionalities.

Click the appropriate Functionality to add technical fields.

In Publications select the appropriate publications, erase the text in this field and press tab to exit it.

When finished, click Save and Close.

 

Edit Advanced Settings in the Production Group

The Production Group advanced settings allows accessing all the group’s technical information that are highly important for the appropriate Engineering operation. For this reason, it is necessary to know all the functionalities and its relations and settings and to have in mind improper editions can result in calculation errors, that can even interrupt the Engineering while it is working in the Estimate and the Job.

It is possible to make simple adjustments in the Production Group (such as changing speeds, wastes, etc.) through the Production Group Simplified Settings screen. For more information, refer to “Edit Production Group Simplified Settings”.

The user is required to have enabled the following access options to be able to edit the Advanced Settings in the Production Group:

EPS > SALES > RECORDS > IQUOTE > ENGINEERING > PRODUCTION GROUP > PRODUCTION GROUP ADVANCED SETTINGS

 

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Advanced Settings.

Edit the Advanced Settings as needed. For more information, refer to “Add Production Groups.”

When finished click Save.

 

Delete Production Groups

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Delete.

Click Yes to confirm the Production Group exclusion.

Note: If the selected Production Group is used the system will show a message informing it can not be deleted.

 

Activate Production Groups

In order to the Production Group functions to be used in the Engineering, the Production Group must be active. When activating it the functionalities will be available, if they are required for the production routes. When a Production Group is mistakenly activated and selected for the calculation, inappropriate Engineering routes might be created, influencing the selection of other groups that otherwise would not be considered.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Activate.

Note: For activating multiple Production Groups simultaneously, keep the Ctrl key pressed and click the appropriate groups for selecting them.

Tip: The Production Group can also be activated through the Production Group Advanced Settings. For more information, refer to “Edit Production Group Advanced Settings.”

 

Deactivate Production Groups

In order to the Production Group functions to be used in the Engineering, the Production Group must be active. When activating it the functionalities will be available, if they are required for the production routes. The same way when a Production Group is deactivated, this will not be considered by the Engineering anymore.

Therefore, a group should not be deactivated unless it is certain it should not be available in the Engineering. When a Production Group is mistakenly deactivated calculation erros may occur and the Engineering may stop working in the Estimate and the Job.

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click the appropriate Production Group.

Click Deactivate.

Tip: For activating multiple Production Groups simultaneously, keep the Ctrl key pressed and click the appropriate groups for selecting them.

Tip: The Production Group can also be deactivated through the Production Group Advanced Settings. For more information, refer to “Edit Production Group Advanced Settings.”

 

Import Production Groups

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click Import.

Note: Select Reload Libs so that the system will update new libs included since the last acess.

Tip: This screen will show to where the files containing the Product Group information are going to be imported. The default filesare made available during the system version update. For importing informations from a Production Group from other ambient, it is necessary to first export the appropriate Production Group information, using the Export function. For more information, refer to “Export Production Groups.”

Click the green arrow to continue with the importation. The following screen will open:

Wait until all Production Groups that can be imported are displayed.

Select the appropriate Production Groups by clicking the check box next to it.

Tip: For selecting multiple Production Groups and simultaneously importing them, click Select All, in the grid’s first column.

Complete the fields as described below:

 

When finished, click Confirm importing.

 

Export Production Groups

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click to select the Production Group to be exported. For selecting multiple Production Groups press and hold Shift and select the appropriate groups.

Click Export. The following window will open:

Complete the fields as described below:

When finished, click Confirm.

 

Copy Production Groups

In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.

Click to select the appropriate Production Group.

Click Copy. The following screen will open:

Complete the fields as described below:

 

When finished, click Confirm.