Work Instruction Template

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WI 01-0000_13a00 Kell-Strom Process Control System O

S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013

1.0 Purpose The purpose of this work instruction is to define the navigation and use of the Kell-Strom process control system.

2.0 Scope This work instruction applies to Sales Control, Inventory Control, Accounting Control, Manufacturing Control, Manufacturing Pricing, Inquiry, Reporting and Administrative Functions.

3.0 Overview 3.1 Definitions See Quality Manual (QM) / Appendix-A Terms & Definitions

3.2 Discussion Kell-Strom’s online process control system supports the scheduling, logging, and status of customer orders and related critical support processes such as purchasing and inventory availability. Inquiry features support search by multiple keys (e.g. PO, Work Order, Inventory Allocations …). Real-time and trend reports provide visibility supportive of critical business decisions.

4.0 Work Instructions Navigation Structure / Table-of-Contents (see referenced page for details) MS1 - MAIN SCREEN...... 3 1. LOG ON/OFF...... 4 2. SC1 – SALES CONTROL / CUSTOMER SERVICE...... 4 3. IC1 – INVENTORY CONTROL...... 4

3.1 IM1 - INVENTORY MAINTENANCE...... 5 3.1.1 IM1 - Inventory Master File Maintenance...... 5 3.1.2 Month & Year End Inventory File Clear...... 5 3.1.3 Issues & Receipts Entry...... 5 3.1.4 Issues & Receipts Register...... 5 3.1.5 Inventory Cycle Count...... 6 3.1.6 Inventory Physical Count...... 6 3.1.7 Inventory Price Change...... 6 3.1.8 Rebuild M/B Code in Inventory...... 6 3.1.9 Input Inventory Costs...... 6 3.1.10 Inventory with Qty by Product...... 6 3.1.11 Reset G/L Account Inventory...... 6 3.1.12 Inventory Transfer...... 6

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 3.1.13 Price Change Code List...... 7 3.1.14 Create ILS List...... 7 3.1.15 No Description Inventory Report...... 7 3.1.16 Negative Availability Report...... 7 3.1.17 Description Maintenance...... 7 3.1.18 Cost vs Selling Price...... 7 3.2 PO1 - PURCHASE ORDER PROCESSING...... 7 3.3 IA1 - INVENTORY AVERAGE COSTING...... 8 3.4 IN1 – INVENTORY ANALYSIS...... 8 3.5 R.F.Q. PROCESSING...... 8 3.6 BAR CODE LABEL PRINTING (NOT USED)...... 8 3.7 GOVERNMENT BARCODE LABELS (NOT USED)...... 8 3.8 PLAIN LABEL PRINTING (NOT USED)...... 8 3.9 GSA LABELS (NOT USED)...... 8 3.10 ADJUSTED AVERAGE COST VS NET LIST...... 8 3.11 CROSS REFERENCE INQUIRY...... 9 3.12 CROSS REFERENCE MAINTENANCE...... 9 4. AC1 – ACCOUNTING CONTROL...... 9 5. MC1 – MANUFACTURING CONTROL...... 9

5.1 WO1 - WORK ORDERS...... 10 5.1.1 Work Order Entry (header only)...... 10 5.1.2 Work Order Edit List...... 10 5.1.3 Work Order Inquiry...... 10 5.1.4 Work Order Report...... 10 5.1.5 Work Order Progress Entry...... 10 5.1.6 Work Order Progress Register...... 11 5.1.7 Work Order Maintenance...... 11 5.1.8 Work Order Reschedule...... 11 5.1.9 Work Center File Maintenance...... 11 5.1.10 Manufacturing Shop Calendar...... 11 5.1.11 Customer Service / Work Orders...... 12 5.1.12 Work Order Entry (operations only)...... 12 5.1.13 Work Order Print...... 13 5.1.14 Open Work Order Report...... 13 5.1.15 Open POs by Work Order...... 13 5.1.16 Bin Input...... 14 5.1.17 S/O by W/O Inquiry...... 14 5.1.18 Unmarried Work Order Report...... 14 5.1.19 Work Order Purchase Inquiry...... 14 5.1.20 PM1 - Calibration Maintenance...... 14 5.2 LB1 – LABOR REPORTING...... 14 5.3 MA1 – MATERIAL REPORTING...... 14 5.4 RT1 – ROUTINGS...... 15 5.4.1 Manual Routing Entry / Maintenance...... 16 5.4.2 Routing Purge List / Entry...... 16 5.4.3 Same As Except for Routing Build...... 16

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 5.4.4 Routing Print...... 16 5.4.5 Work Center File Maintenance...... 17 5.4.6 Renumber Router...... 17 5.4.7 Routine Cost Report (quote/regular)...... 17 5.4.8 Rebuild B.O.M. for Router...... 17 5.4.9 Planned Buy List...... 17 5.4.10 Lead Time Parameter Maintenance...... 17 5.4.11 Lead Time Calculation...... 17 5.4.12 Lead Time Report...... 18 5.4.13 Lead Time File Maintenance...... 18 5.4.14 RT2 - Global Router Changes...... 18 5.4.15 Pick Slip Information Maintenance...... 18 5.4.16 Replace Existing Lead Times...... 18 5.4.17 New Work Center Maintenance...... 18 5.5 CP1 – CAPACITY PLANNING...... 19 5.6 CALIBRATION MAINTENANCE...... 19 5.7 RF1 – R.F.Q. PROCESSING...... 19 6. MF1 – MANUFACTURING COSTING...... 19 7. EC1 – ENGINEERING CONTROL...... 19 8. $$1 - SYSTEM MAINTENANCE & INQUIRY...... 19 9. USERS ON SYSTEM...... 19 10. TERM FOR UNIX ( FILE TRANSFER )...... 20 11. BACKUP SYSTEM...... 20 12. FAST PATH – ENTER SELECTION...... 20

12.1 CS1 – CUSTOMER SERVICE...... 20 12.2 RM1 – RAW MATERIALS...... 20 12.3 SC1 – SALE CONTROL...... 20 12.4 SO1 - SALES...... 20

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 MS1 - Main Screen

Used by: ______Function: Main Screen / navigate to desired function

1. Log On/Off < screen shot here >

Used by: ______Function: navigation …. Access authority, enter id & password

2. SC1 – Sales Control / Customer Service

Used by: ______Function: navigation … Sales control functions … e.g. shows all part number; lookup work orders, commits, quantity on hand and inventory location if the item is in stoc; shows sales order number, customer number and customer name.

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 3. IC1 – Inventory Control

Used by: supervisors Function: navigation … inventory control functions …. e.g. creates new part numbers

1 IM1 - Inventory Maintenance

Used by: ______Function: navigation … inventory maintenance functions

1.1 IM1 - Inventory Master File Maintenance < screen shot here > Used by: ______

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 Function: ______

1.2 Month & Year End Inventory File Clear < screen shot here > Used by: ______Function: ______

1.3 Issues & Receipts Entry < screen shot here > Used by: ______Function: ______

1.4 Issues & Receipts Register < screen shot here > Used by: ______Function: ______

1.5 Inventory Cycle Count < screen shot here > Used by: ______Function: ______

1.6 Inventory Physical Count < screen shot here > Used by: ______Function: ______

1.7 Inventory Price Change < screen shot here > Used by: ______Function: ______

1.8 Rebuild M/B Code in Inventory < screen shot here > Used by: ______Function: ______

1.9 Input Inventory Costs

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 < screen shot here > Used by: ______Function: ______

1.10 Inventory with Qty by Product < screen shot here > Used by: ______Function: ______

1.11 Reset G/L Account Inventory < screen shot here > Used by: ______Function: ______

1.12 Inventory Transfer < screen shot here > Used by: ______Function: ______

1.13 Price Change Code List < screen shot here > Used by: ______Function: ______

1.14 Create ILS List < screen shot here > Used by: ______Function: ______

1.15 No Description Inventory Report < screen shot here > Used by: ______Function: ______

1.16 Negative Availability Report < screen shot here > Used by: ______

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1.17 Description Maintenance < screen shot here > Used by: ______Function: ______

1.18 Cost vs Selling Price < screen shot here > Used by: ______Function: ______

2 PO1 - Purchase Order Processing < screen shot here > Used by: ______Function: ______

3 IA1 - Inventory Average Costing < screen shot here > Used by: ______Function: ______

4 IN1 – Inventory Analysis < screen shot here > Used by: ______Function: ______

5 R.F.Q. Processing < screen shot here > Used by: ______Function: ______

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 6 Bar Code Label Printing (not used) Labels produced by Bar Tender Software ( see WO 70-7500)

7 Government Barcode Labels (not used) Labels produced by Bar Tender Software ( see WO 70-7500)

8 Plain Label Printing (not used) Labels produced by Bar Tender Software ( see WO 70-7500)

9 GSA Labels (not used) Labels produced by Bar Tender Software ( see WO 70-7500)

10 Adjusted Average Cost vs Net List < screen shot here > Used by: ______Function: ______

11 Cross Reference Inquiry < screen shot here > Used by: ______Function: ______

12 Cross Reference Maintenance < screen shot here > Used by: ______Function: ______

4. AC1 – Accounting Control < screen shot here > Used by: ______Function: ______

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 5. MC1 – Manufacturing Control

Used by: ______Function: navigation … manufacturing control functions

13 WO1 - Work Orders

Used by: ______Function: navigation … work order functions … e.g. creation, maintenance, scheduling...

13.1 Work Order Entry (header only) < screen shot here > Used by: ______Function: ______

13.2 Work Order Edit List < screen shot here > Used by: ______Function: ______

13.3 Work Order Inquiry < screen shot here >

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 Used by: ______Function: ______

13.4 Work Order Report < screen shot here > Used by: ______Function: ______

13.5 Work Order Progress Entry < screen shot here > Used by: ______Function: ______

13.6 Work Order Progress Register < screen shot here > Used by: ______Function: ______

13.7 Work Order Maintenance < screen shot here > Used by: ______Function: ______

13.8 Work Order Reschedule < screen shot here > Used by: ______Function: ______

13.9 Work Center File Maintenance < screen shot here > Used by: ______Function: ______

13.10 Manufacturing Shop Calendar < screen shot here >

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13.11 Customer Service / Work Orders Authority: View: ______; Update: n/a

Function Options . 1-on order: Customer Service screen showing open work order and part numbers as well as issue date and schedule date . 3-committed: Customer Service Screen with a example of part number and commit screen expanded showing all customers for this part.

1-on order

3-committed

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 13.12 Work Order Entry (operations only) < screen shot here > Used by: ______Function: ______

13.13 Work Order Print < screen shot here >

Used by: ______Function: Print the work traveler that is the descriptive break down of the items required to manufacture a part from raw material, purchased material, labor steps and QC Inspection steps to pack and ship.

Sample Printed Work Order

13.14 Open Work Order Report < sample report here > Used by: ______

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13.15 Open POs by Work Order < sample report here > Used by: ______Function: ______

13.16 Bin Input < sample report here > Used by: ______Function: ______

13.17 S/O by W/O Inquiry < sample report here > Used by: ______Function: ______

13.18 Unmarried Work Order Report < sample report here > Used by: ______Function: ______

13.19 Work Order Purchase Inquiry < sample report here > Used by: ______Function: ______

13.20 PM1 - Calibration Maintenance < sample report here > Used by: ______Function: ______

14 LB1 – Labor Reporting < sample report here > Used by: ______

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15 MA1 – Material Reporting < sample report here > Used by: ______Function: ______

16 RT1 – Routings

Used by: Manufacturing Engineering Function: navigation to router functions … This is our routing file create or build screen. Manufacturing Engineer creates the router that then becomes the traveler.

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 16.1 Manual Routing Entry / Maintenance Used by: ______Function: Router Maintenance Options . option C – Change . option-CR – another step

C-Change

CR-Another Step

16.2 Routing Purge List / Entry < sample report here > Used by: ______Function: ______

16.3 Same As Except for Routing Build < sample report here >

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16.4 Routing Print < sample report here > Used by: ______Function: ______

16.5 Work Center File Maintenance < sample report here > Used by: ______Function: ______

16.6 Renumber Router < sample report here > Used by: ______Function: ______

16.7 Routine Cost Report (quote/regular) < sample report here > Used by: ______Function: ______

16.8 Rebuild B.O.M. for Router < sample report here > Used by: ______Function: ______

16.9 Planned Buy List < sample report here > Used by: ______Function: ______

16.10 Lead Time Parameter Maintenance < sample report here > Used by: ______Function: ______

16.11 Lead Time Calculation

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 < sample report here > Used by: ______Function: ______

16.12 Lead Time Report < sample report here > Used by: ______Function: ______

16.13 Lead Time File Maintenance < sample report here > Used by: ______Function: ______

16.14 RT2 - Global Router Changes < sample report here > Used by: ______Function: ______

16.15 Pick Slip Information Maintenance < sample report here > Used by: ______Function: ______

16.16 Replace Existing Lead Times < sample report here > Used by: ______Function: ______

16.17 New Work Center Maintenance < sample report here > Used by: ______Function: ______

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17 CP1 – Capacity Planning < sample report here > Used by: ______Function: ______

18 Calibration Maintenance < sample report here > Used by: ______Function: ______

19 RF1 – R.F.Q. Processing < sample report here > Used by: ______Function: ______

6. MF1 – Manufacturing Costing < screen shot here > Used by: ______Function: navigation … Manufacturing costing functions

7. EC1 – Engineering Control < screen shot here > Used by: ______Function: navigation … Engineering Control functions

8. $$1 - System Maintenance & Inquiry < screen shot here > Used by: ______Function: navigation … System maintenance and inquiry functions

9. Users on System < screen shot here > Used by: ______Function: navigation – manage users on system

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S Dept or Cross Approved: Effective Date I Functional Sales, QA, Manufacturing 07 / 25 / 2013 10. Term for Unix ( file transfer ) < screen shot here > Used by: ______Function: navigation … file transfer functions

11. Backup System < screen shot here > Used by: ______Function: navigation … backup functions

12. Fast Path – Enter Selection

Used by: employees Function: Fast-Path navigation to screens by entering screen code. Some screens can only be accessed through this method and have no navigation menu. Some screens may have multiple menus to navigate and direct access is more timely.

20 CS1 – Customer Service < sample report here > Used by: ______Function: ______

21 RM1 – Raw Materials < sample report here > Used by: ______Function: ______

22 SC1 – Sale Control < sample report here > Used by: ______Function: ______

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23 SO1 - Sales < sample report here > Used by: ______Function: ______

5.0 References References should always be used in the most current form.

QSP 4.2.4 Record Control

6.0 Records - The implementation of this document requires the use of the below listed forms or systems. Forms, which are subject to revision, should always be used in the most recent form.

Kell-Strom Network System - Process Control Records

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