Bill of materials and progress tracking

Simultaneous access by multiple users can be allowed in Excel. This can be helpful to ensuring smooth processing.

More detailed information: https://support.microsoft.com/en-us/office/collaborate-on-excel-workbooks-at-the-same-time-with-co-authoring-7152aa8b-b791-414c-a3bb-3024e46fb104?ui=de-de&rs=de-de&ad=de

All cells containing an action have an "explanatory note." This is indicated by a red triangle in the upper-right of the cell.

The users also need to be instructed, because the bill of materials doesn’t include automatic self-checking.

Rows 1 to 20 are for detailed machine planning with Microsoft Outlook and must not be changed. If the Tebis Consulting Outlook Tool is also used, users need to read the corresponding description in the guideline for "Manufacturing planning and utilization overview."

Rows 23 to 30 referred to the names of the relevant employees. In the example, these are project managers, designers and programmers. The names can be adjusted individually.

The machining types are listed starting in row 41. They describe the steps that are necessary to manufacture the part. Column A contains the abbreviations selected in the bill of materials. The machining types are similar to those in a Job Manager.

Columns A to M contain classic bill of materials information that needs to be filled in by the designer.

Column D "Type" describes the part with regard to semi-finished products (purchased parts, inventory parts, manufactured parts or purchased parts with reworking).

In column M "Spare/wear," the user indicates whether this is a spare or wear part.

Column N "Delivery deadline" is generally filled out by work preparation employees. 

The actual work preparation activities begin in either column N "Delivery deadline" or O "Machining group."

Cells with a dark-gray background indicate that this work step isn’t necessary for manufacturing the part.

This is determined by the selection in column D "Type" and column O "Machining group."

If type "Purchased part" or "Inventory part" is selected in column D, all fields in columns O to AB are grayed-out in the corresponding row, and no machining is necessary.

Machining is necessary for all other part types. The relevant cells will have a white or gray background, depending on the machining group selected.

The machine that will manufacture the part can be selected in column P "Machine." If the part has to be manufactured on multiple machines, we recommend that you look at the tool "Detailed machine planning with Microsoft Outlook."

After the machining groups have been assigned for all parts by Work Preparation, the manufacturing process begins.

Each employee now has the task of specifying their status in %. To minimize the required effort, it’s possible to only define two machining status levels. For example, 1% for "work step started" and 100% for "work step completed."

The employee responsible for the last work step releases the part for assembly in column AC "Ready for assembly." The status then changes to green.

The Plan Part(s) button is only used for detailed machine planning. More information on this is provided in the "Manufacturing planning and utilization overview"