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VBA EXCEL APPLICATION INVENTORY SYSTEM 3 DEPARTMENTS Network Design Webpages Data Generated Screen shots Configuration Steps & VBA Linkage Operator Instructions & Process Flow Chart © Jason T. Powers

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Page 1: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

VBA EXCEL APPLICATION

INVENTORY SYSTEM 3 DEPARTMENTSNetwork Design Webpages

Data Generated Screen shots

Configuration Steps & VBA Linkage

Operator Instructions & Process Flow Chart

© Jason T. Powers

Page 2: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Networked Production Mgmt. System with 4 Excel VBA Spreadsheets

Grids

Paste

Process

Production

Coordinator

Plate Inventory

+ CW BOMs +

Orders

Order Status

Inventory Standing

$ amount Sales

$ Plate Inventory

Define – BOMS Accurate

Develop – Train Sups first; Operators Control Inventory

Discipline – Everything Tagged, Tracked, Audit & Verify

Deploy – 3/4 days to tag, verify to MAPICS

Page 3: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Grid Pallet

Application

INVENTORY

SHIFT

PRODUCTION

REPORT

OEE: SHIFT

HOUR BY

HOUR

SCRAP LOG

Web

page

Access

DB

Web

page

Web

page

Access

DB

Primary Access Secondary Access

Access

DB

TRANS LOGAccess

DB

Coms & File TypesFunction

Application Backups & Pallet ID

Web

page

Web

page

GRID

PASTE

PROCESS

APPLICATION

Page 4: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

ORDER MGMT APPLICATION – BOM VERSUS INVENTORY ( CRUDE REAL TIME)

1) PULL IN INVENTORY FROM HTML

2) BOM SHOWS PLATE & NO

3) ORDER TAB WOULD CALCULATE AGAINST

THE STANDING INVENTORY

Page 5: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

INVENTORYDescription GRID PN PLATE TYPE INVENTORY 10/30/2019 11:20

CJCSD- OS RC00754 NEG OS 0CJCSD- Q45 RC00743 NEGATIVE 0

CJCSD+ RC00741 POSITIVE 0CJCSD+ W RC00765 POSITIVE 0

CJSD- CO45 RC00742 NEGATIVE 0CJSD- OS RC00762 NEG OS 1000

CJSD+ CO45 RC00740 POSITIVE 0DCT- IS RC00860 NEG IS 0DCT- OS RC00859 NEG OS 0

DCT+ RC00569 POSITIVE 0DCT+ NUC RC01094 POSITIVE 1200

DJ- RC00996 NEGATIVE 2000

DJ HP- RC01107 NEGATIVE 0DJ HP+ RC01108 POSITIVE 700

DJ+ RC00995 POSITIVE 1400

DT- I RC00801 NEG IS 0DT- OS RC00807 NEG OS 0

DT+ RC00568 POSITIVE 0

HNC- RC00561 NEGATIVE 0HNC+ RC00559 POSITIVE 0HXC- RC00649 NEGATIVE 830

1) INVENTORY UPDATES OFF PALLET#

2) ADJUSTS IF SCRAP, MISLABELED

3) TIME OF ENTRY SHOWN

4) ADDITION VIEW IS POSSIBLE:

Page 6: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

SCRAP LOG

1)SCRAP TICKETS ARE GENERATED

2)OUTPUT TO HTML

3) LOOKUP & EMAIL AND HARD COPY

4) SCRAP LOG CREATION

Page 7: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

TRANSACTIONS

1)EVERY TRANSACTION IS LOGGED TO AN HTML PAGE

2)THIS TRACKS REVERSALS AND PALLET ID CHANGES OF PART#, QTY

Page 8: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

PRODUCTION REPORTING

1)SOME SETTINGS REGARDING SHIFT OPERATION CAN

BE MODIFIED

2)EMAIL PRODUCTION REPORT TO APPROPRIATE

PERSONNEL

Page 9: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

OE & LEAN OPS MGMT

1)PALLET ID LOGS PER MACH#

2) CONTROLS FOR TARGET SET

3) % OF TARGET & OE% IS CALCULATED

Page 10: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

BACKUP & PALLET IDS PDFS

1)BACKUP FILE CREATED ON COMMAND OR BY DATE

2) RECORD OF PALLETS ARE GENERATED FOR INITIAL

CAPTURE – TO REBUILD DATABASE IF A PROBLEM

OCCURS

Page 11: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

MAIN SCREEN & PALLET SEARCHES

Page 12: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

OPERATOR LOG

Page 13: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

INVENTORY LOG

Page 14: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

SCAN ADJUSTMENTS & RETURN TAG PARTIALS

Page 15: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

HELP & CONFIGURATION

Page 16: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

CONFIGURATION1. Open Application & Log In

2. Log In Again to Configure Storage Locations (File Output Locations)

3. Review Partmaster: Naming , Standard Pallet Quantities & Usage (RARE)

4. Clear Databanks in Worksheets (Data Only)

5. Re-protect Worksheets & Hide Appropriate Files As Noted

6. Run Test: Using a Sample (RC/RP00000) for 1st Entry & Print

❑ Create a Scrap Record from this Entry & Print

❑ Create a Return Grid Entry to Zero Pallet & Print

❑ Confirm All Transactions, Inventory, OP Log, etc. populated

❑ Barcodes – Install Fonts dependent on PC loaded on

7. Inventory Sheet: Troubleshooting for Misloaded Data

8. Review Security Settings: limit access to one or more functions for Operators

9. Do training with Supervision & Operators on Forms and Outputs

10. Access DB (Simple Filtering and Lookups)

Page 17: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

LOGINS• Login Will Hide Excel File

Application on Launch

• Login Is Used For Security

of Inventory Changes in

Various Controls

• Admin Login Will Access

Configuration• Sheets are always hidden in

VBA

• Add & Remove Users on

Sheets

• Under Formulas Tab is Name

Manager for Range Mgmt.

1

Page 18: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Current Configuration 2

Page 19: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

CONFIGURATION USERFORM & WORKSHEET1) Login into system

2) Login to Configuration Settings

3) Setup up ALL Output Locations

▪ Email locations - assign

▪ Shifts Ran

▪ Quality Login Access

▪ Save to Network – backup location (TEST)

4) Update Configurations –Verify the

existence of File Folders!

2

Page 20: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

PartMaster Worksheet Drives Naming & Std. Pallet PartMaster Worksheet:

Description is used to

Lookup For Populating Std

Pallet & Grid PN

PartMaster Worksheet:

Sorted GRID PN is for

Operator Log Form

Population

Several Forms operate with Vlookup & On Activate (This applies

to PASTE & PROCESS PART MASTERS – Paste Uses Grid & Paste# for

Scrap/Pallet Adjust)

Changes made to Part Master

(Additions)

Name Ranges will need updating

3

Page 21: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Databanks & Worksheets

Each of the highlighted worksheets must be cleared of all data – NOT THE HEADINGS! – before any

new launch in a new area.

❑ Sheet1(Data) – is the Main Database accessed by the Add_Record_Frm by Operators

❑ Sheet16(ProductionLog) – assigns Shift Data, Quantity, Date of Production & whether pallet is

“Split” or not on entry.

❑ Sheet2(TransLog) – Keeps record of all Transactions in this Database by Pallet ID & Change

Made

❑ Sheet20(ScrapLog) – Lk_Up_Pallet Form is used to create a scrap record; this records the Scrap

❑ Sheet9(SCAN IN) – Duplication of Data Record for Relieving Inventory, Recording Change Date

Separate from Main Database. Scan_Adjustment Form is accessed.

Sheet1(Data): MAIN DATABASE EXAMPLE

MAIN Pallet INFO Shift Qty, Qual State Transaction Time PN# Ass. Split Pal, Inspect Symbol, Inventory, Scrap Tix #

4

Page 22: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Hidden & Protection of Worksheets: Database Functioning Properly

These 4 Worksheets should be visible when in operation of this Database.

All others should be hidden. But, some are required based on VBA code – others are not.

REQUIRED HIDDEN - Reason OPTIONAL HIDDEN - Reason

Admin - Security

BARCODE PN_GRIDS - print

BARCODE PN_PASTE - print

SCRAP TICKET - print & pdf

PRODUCTION – HTML output

TransLog – HTML output

ScrapLog – HTML output

INVENTORY – HTML output

OperatorLog – HTML output

SuperAdmin2 - Security

SCAN RECT – Print Pallet Return

Grids – Pallet Print Barcode ID #

Paste – # Not Used in Grids

Processing - # Not Used in Grids

ProductionLog – Not Used in Print

Config – Prefer hidden but not required

BCPALLETS – Lookup values – reference data

PartMaster – Prefer hidden – Lookup PN#, Std.

Pallet Qty.

Protect Worksheets

Most sheets are in

Protection mode.

When macros are

performed, the

sheets

unprotect and re-

protect

accordingly.

5

Page 23: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Barcodes & Worksheets

*7 Worksheets have barcodes in operation. If Loading to new/different PC, check the type Fonts available & test Barcodes*

Unzip to a folder

Ctrl + C Font

Ctrl + V to Font Directory Location

6

Page 24: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Name Ranges for Web Outputs & Production Reports

InventoryData: HTML - PartMaster

Prod_Qty_Daily:

Used in Production & Operator Logs

Shift_Summary_Grids:

HTML for Operator Log

ProdRpt1:

HTML Production Report - PartMaster

Changes made to Part Master

(Additions)

Name Ranges will need updating

Production & Inventory require

Identical Listing - Part #’s &

Formulas

Referencing:Name Ranges are cited in Modules

for Web Pages

Change Range if Pallet Ct is >10000

TransactionLog:

HTML All Transactions

ScrapLog:

HTML Scrap Logging

Count Variables for

Dynamic HTML

creation

6

Static HTML creation:

Inventory, Production,

OP Log

Page 25: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

HTML Outputs

Web Pages provide monitoring. Linking to them would

Provide a rudimentary Operations Mgmt. System for Inventory changes in Real-time &

Operating Efficiency tracking.

Excel Linking to Orders Entry providing production needs/changes.

6

Page 26: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Inventory Worksheet & Display on Form

If the INVENTORY Worksheet is visible:

A) The HTML will not update

B) If Worksheet is left unprotected,

then the VALUE of Inventory will

show the LAST Value calculated

and not the new value. The sheet

will need to be recalculated with

the formula given in each cell:

REASON(S):

1) Configuration is not to any existing File Folder Location;

2) Excel is not in Automatic Calculation mode;

3) Forms referencing Cell will override value on erroring of

program

2

3

7

1

Page 27: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Security Settings

Splash_Open_Frm VBA Examples

8

In Both cases,

Reference back to

Configuration File

and Security

Settings

For Configuration

Settings, Admin

Log is required or

VBA Changes to

this.

Page 28: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Main User forms (Operator, Quality, Mgmt.) 9

Page 29: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Worksheets Versus User Forms 9

Page 30: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Access DB – Production Report, Inventory, Filter, Pallet Searches

Enter Date

Shift & Click

1

0

Page 31: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Operator Quality InstructionAttica Plant Grids Pallet Tagging

Pallet Management, Scrap, Print RecordsOperator Quality Checks & Process

Pallet Tag generated by Grid ApplicationOperator Checks for:1) Part Number/Part Type2) Machine ID3) Pallet Code4) Pallet Qty5) Barcode Print

Pasting Dept

Pasting will Update Usage from Pallet ID:1) Remaining Quantities2) Report Grids Scrapped prior to Pasting, if any always3) Mark “Zero” for no quantities left – quality will zero4) Return Pallet Tag to Grid Application Area

10 Scrap200 Left

Grid Dept

Grid Dept – Quality & Supervisory Personnel – Scrap & Adjust Qty Remaining:1) Enter Scrap on Pallet ID (first)2) Update Record & Email Production Clerk (Outlook Launch)

3) Then click: Grids Return Inventory Adjustment4) Update Inventory & Print Pallet Tag: Updated Qty and

Partial Usage Tag is different layout, same key information5) IF ZERO QTY REMAINS, Select OUT, And Enter 0.

Pallet Tag - Grid Application

Page 32: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Operator Quality InstructionAttica Plant Paste Pallet Tagging

Pallet Management, Scrap, Print RecordsOperator Quality Checks & Process

Pallet Tag generated by Paste ApplicationOperator Checks for:1) Part Number/Part Type2) Machine ID3) Pallet Code4) Pallet Qty5) Scan GRID Barcode ID* - Scrap Ticket6) Barcode Print on Pasting

Pallet Tag (After Pasted Scrap Adjustment)

GRIDS Scrap Entry in Application Operator will:1) SCAN Grid ID Barcode2) SELECT Part Type on Grid ID & Verify Part No.3) Enter Scrapped Grids Prior to Pasting4) Send Email & Print Ticket5) Send Ticket to Grids for Inventory Update

GRIDS SCRAP PASTE SCRAP

Look Up Pallet & Pasted Scrap Tix Operator will:1) Lookup Pallet2) Enter Scrapped

Pasted Plates3) Update Record4) Send Email to

Clerk (Auto Launches)

5) Reprint Pallet Tag (Above Left)

Page 33: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

HELP MENU & PRINT OUTS

Page 34: VBA Excel Application inventory system 3 departments · 2019-12-19 · Access DB Web page Web page Access DB Primary Access Secondary Access Access DB TRANS LOG ... Sheet1(Data):

Make Pasted Grids

Create Pallets w/ID

Inspected?

Put-away Pallets

Inspect

Grids Damage?

Scrap Reporte

d?

Pasting Dept Gets Pallets

No

Pasted Grids

Damage?

Grids Left?

Update Pallet Qty

& Return to Storage

No

Yes

Yes

Zero Pallet in

DB

Yes

No

Grids Excel

Database

Pasting Excel

Database

GRID DATABASE INVENTORY PROCESS FLOW: FROM GRIDS PALLETS TO PASTED GRIDS

Yes

No