Workstation User Manual
Workstation User Manual
1. Overview
The Workstation module in ERPNext is designed to manage different workstations in a manufacturing environment. It tracks operational costs, working hours, job assignments, and efficiency.
2. Key Features
- Workstation Setup: Define workstation details, including name, type, and location.
- Operating Costs Management: Track labor, electricity, rent, and consumable costs.
- Working Hours Configuration: Set up working hours, shifts, and holidays.
- Job Assignment: Assign job cards and track status.
- Real-time Monitoring: Dashboard for real-time workstation performance tracking.
3. Pre-Requisites
Before using Workstations, ensure the following:
- A Warehouse is set up for material storage.
- Workstation Types are defined under Workstation Type.
- Holiday Lists are configured to manage working and non-working days.
- Job Cards are linked for tracking work progress.
4. Step-by-Step Usage
Step 1: Creating a Workstation
- Navigate to Manufacturing > Workstation.
- Click New to create a new workstation.
- Enter the Workstation Name.
- Select the Workstation Type.
- Assign a Warehouse where materials are stored.
- Define Hourly Rates for labor, rent, electricity, and consumables.
- Attach an On and Off Status Image (optional).
- Click Save.
Step 2: Setting Up Working Hours
- Open an existing Workstation.
- Scroll to the Working Hours section.
- Click Add Row.
- Enter Start Time and End Time.
- Select a Holiday List to exclude non-working days.
- Click Save.
Step 3: Assigning Workstation to Job Cards
- Navigate to Manufacturing > Job Card.
- Select or create a new Job Card.
- Choose the Workstation for the operation.
- Assign the Employee responsible.
- Click Save.
- Monitor the progress via the Workstation Dashboard.
5. Script Customizations
- Automate Workstation Status Updates: Modify
set_illustration_image(frm)in JavaScript to dynamically update images based on status. - Custom Job Assignment: Customize the
get_job_cards()function in Python to fetch job details based on conditions. - Overtime Restrictions: Modify
check_if_within_operating_hours()to enforce strict working hours.
6. Troubleshooting (Common Errors and Resolutions)
| Error | Cause | Solution |
|---|---|---|
| Cannot start job | Workstation not assigned | Assign a workstation in the job card |
| Workstation closed on holidays | Holiday List restriction | Change holiday settings in Workstation configuration |
| Job status not updating | Incorrect permissions | Ensure user has Job Card and Workstation access |
| Workstation timings conflict | Overlapping working hours | Adjust start and end times to prevent conflicts |
7. User Roles and Permissions
Roles Available:
- System Manager: Full control over workstation setup and operations.
- Manufacturing User: Can create and manage workstations.
- Job Card Operator: Can log time and track job progress.
Permissions Matrix
| Action | System Manager | Manufacturing User | Job Card Operator |
|---|---|---|---|
| Create Workstation | ✅ | ✅ | ❌ |
| Assign Job to Workstation | ✅ | ✅ | ✅ |
| View Workstation Dashboard | ✅ | ✅ | ✅ |
| Edit Workstation Details | ✅ | ✅ | ❌ |
8. Key Notes
- Workstation Hourly Rates should be updated regularly to maintain cost accuracy.
- Job Assignments must be tracked via the dashboard to ensure productivity.
- Always check Working Hours and Holiday Lists before scheduling production.
- Regularly monitor the Workstation Status to identify issues early.
This manual provides a complete guide to Workstation Management in ERPNext. For further assistance, contact your System Administrator or refer to ERPNext Documentation.
Last updated 4 days ago
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