1. System Setup
1.1 Introduction
If we want to optimize our planning and production with FlowOpt, we will first have to determine for whom we are going to produce, what we are going to produce, how we are going to produce and where we are going to produce. Are we going to use specific resources or tools? What is our available capacity and how did we determine it? Are special calendars needed and how should we set up FlowOpt to be able to use this optimally?
1.2 How to get started

In 5 steps we have indicated what needs to be done to get started with the system. We assume that you have set up the basic parameters with the implementation partner. There is a separate instruction for administrators on how to set the parameters and how they can affect the system behavior and usage .
The steps to take refer to the Who, What, How and Where, as indicated earlier.
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First we record the basic information of the customers, this is used for internal and external communication.
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In this step, the ERP products or customer products are recorded. These are used for the sales orders that are recorded in FlowOpt to track the order in detail, but also to have a direct relationship with the Production Orders that are processed in FlowOpt.
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Then the cells, work centers or machines must be defined, where the various steps in the process are executed.
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Subsequently, the template or planning products are recorded. These serve to define each step and, if necessary, the required material in the Bill of Process. This can be either a product that relates to a process activity or material to be used in the process. A planning product can be a generic product that refers to multiple ERP- or customer products or a specific customer product.
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A Bill of Process or Process map is the combination of a Routing and a BOM, in which the entire process that an order must go through is defined with the necessary planning information and associated documents and/or Resources (separate module)

Before you start to set-up a Bill of Process, we will explain you what it is and where it is used for.
A Planning Product can be used for multiple end products or ERP products such as those used in the sales process. To get the relationship between an ERP product and a Planning Product you will have to link them together.
In the slides below we explain how you can link an ERP product to an ERP product.
A Planning Product can be used for multiple end products or ERP products such as those used in the sales process. To get the relationship between an ERP product and a Planning Product you will have to link them together.
In the slides below we explain how you can link an ERP product to a Planning Product.
Copy a complete or partial Bill of Process
A Bill of Process Process can be copied completely (the entire tree structure) or partially to a new Bill of Process. This can be used if a Product is very similar to another Product, to avoid having to rebuild the entire structure.
Through the slides below we explain what is possible and how you can copy a Bill of Process
Replace a Product (material) with another Product in the full Bill of Process structure
If a product (material) in the complete Process Map needs to be replaced by another Product, this can be done in one action via this function.
In the slides below we explain what you can do and how you can do this.
















