Work Order Entry
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Enter the work order number for the work order, or click the Lookup button to list all work orders. Click the Template List button to list the available work order templates. Click the Next Order No. button to accept the next automatically incremented work order number.
1. Header
Type the creation date of the work order.
Select the work order status.
Select Firm Planned to set the work order as a firm planned order.
Select Estimate to set the work order as an estimate order.
If you are maintaining an existing work order, this field is available only if you are changing an estimate to a firm planned order.
Enter the work order number from which you want to copy information, or click the Lookup button to list all work orders. Click the Template List button to list all work order templates.
Select the module for which the finished product is made.
Select Inventory to make the finished product for inventory.
Select Work Order to make the finished product for use by another work order. If you select Work Order, the For W/O No. field appears.
Select Sales Order to make the finished product in response to a sales order. This option is available only if the Sales Order module is integrated with Work Order. If Sales Order is selected in the Make For field, the S/O No. field appears.
If the finished product is needed for multiple work orders or sales orders, you can select Inventory or select Work Order or Sales Order to indicate the type of order that requires the largest quantity to be made. If you are entering a work order template, this field will not be available.
Note Regardless of the entry in this field, work orders can still be completed to inventory, to another work order, or to a sales order using work order completion transactions in Work Order Transaction Entry.
If Work Order is selected in the Make For field, enter the parent work order number that the current work order will be assigned to as a subassembly. A work order cannot be assigned to itself, to a template, or to a closed work order. Click the Lookup button to list all work order numbers. When you have entered a work order number, the W/O Line List window appears. Select the line identifying the step of the parent work order that the current work order will be assigned to as a subassembly item. The step number will appear in the Step field.
If Sales Order is selected in the Make For field, enter the customer sales order number that the finished product from the current work order will be assigned to, or click the Lookup button to list all open sales order numbers. When you have entered a sales order number, the S/O Line List window appears. Select the line identifying the item detail line of the sales order that the finished product from the work order will be assigned to. The customer number and name on the sales order appear for reference in the Customer field.
Note Substeps resulting from option bills and phantom bills from the Bill of Materials module are not shown. Work orders cannot be assigned to substeps.
This field displays the step number associated with the selected work order number and can only be viewed.
This field displays the customer number associated with the selected sales order number and can only be viewed.
Enter the item or bill number of the finished product, or click the Lookup button to list all item codes.
Alternately, start typing an item description to locate an item. As you type, a list of records matching your entry appears. You can then select an item from the list, and the item code will appear in the field.
Enter an asterisk (*) before the item code to indicate that the item is a special (noninventory) item. You can enter a bill number in this field only if the Bill of Materials module is installed.
A new item can be added on the fly if the appropriate security is set up. A window similar to the Item Maintenance window appears; however, some non-essential fields are omitted to speed data entry. You can access Item Maintenance at a later time to complete the remaining entries for the new inventory item. For more information, see Add a New Inventory or Alias Item.
Note The system does not check whether the Inactive Item check box in Item Maintenance is selected for items entered in this field. Inactive items will appear in the Item List window when you click the Lookup button. To help distinguish which items are inactive, you can create a custom lookup view and add the InactiveItem field. For more information, see Create a Lookup View.
If you are entering a special item, type a description of the finished product. If you are entering an inventory item, the item description appears and cannot be changed. If you are entering a bill, the bill description appears and cannot be changed.
Enter the bill revision of the item to be produced by the current work order, or click the Lookup button to list all revisions for the current bill. This field is available only if the Bill of Materials module is installed, the Require Bill Revisions check box is selected in Bill of Materials Options, and if you entered a bill number in the Item/Bill No. field.
Enter the option codes that define the finished product, or click the Option Selection button to open the Option Selection window for the current bill. This field is available only if the Bill of Materials module is installed, the Use Option Bills or Bill Has Options check box is selected in Bill of Materials Options, the bill has options defined, and if you entered a bill number in the Item/Bill No. field.
Type the date that the current bill will be effective. All engineering changes through that date are included. This field is available only if the Bill of Materials module is installed and if the Enable Engineering Change Control check box is selected in Bill of Materials Options.
Type the quantity of the finished product to be produced by the current work order. If you are entering a work order template, this field defaults to 1.
The quantity entered in this field is verified against the quantity entered in the Maximum Lot Size field in Bill of Materials Maintenance. If the quantity ordered is higher than the lot size, a warning message appears.
Note The placement of the decimal is based on the entry format set in Common Information Options.
Enter the unit of measure for the finished product, or click the Lookup button to list all units of measure. This field is available only if you did not select a serial item in the Item/Bill No. field.
Enter a warehouse code for the parent warehouse to which the finished parent item will be assigned, or click the Lookup button to list all warehouse codes. This field is available only if the Require Multiple Warehouses check box is selected in Inventory Management Options, or if you are not entering a special item or work order template.
Note You can complete work orders to a different warehouse than the parent warehouse when entering work order completion transactions in Work Order Transaction Entry.
Enter the yield percentage for the finished product. You must enter a positive number from 1 to 100. The yield percentage is used to determine the quantity of finished products that must be produced to compensate for anticipated manufacturing losses.
Enter the warehouse code from which components will be issued, or click the Lookup button to list all warehouse codes. This field is available only if the Require Multiple Warehouses check box is selected in Inventory Management Options, if you are entering a special item, and if you are not entering a work order template.
This field displays the actual quantity of the finished product that the work order is planned to produce and can only be viewed. The quantity planned equals the quantity ordered divided by the yield percentage divided by 100. All extended quantity calculations for components are based on this quantity.
If the manufacturing process has a 90 percent yield percentage and the quantity ordered is 100, the quantity planned is 111.
Select an issue method to determine how material, labor, and outside processing transactions are created.
Select Automatic to automatically generate material, labor, and outside processing transactions when the work order is released if Yes or Available Quantity Only is selected in the Auto Issue Material field, and the Auto Generate Labor and Auto Generate Out-Process check boxes are selected.
Select Backflush to automatically generate material, labor, and outside processing transactions when a completion transaction is entered if Yes or Available Quantity Only is selected in the Auto Issue Material field, and the Auto Generate Labor Transactions and Auto Generate Out-Process check boxes are selected.
Select Manual to manually enter material, labor, and outside processing transactions during Work Order Transaction Entry.
The selection in the Work Order Issue Method field in Work Order Options determines the default setting in this field, but it can be changed.
Enter the routing number used to define the steps necessary for the manufacture of the finished product, or click the Lookup button to list all routing numbers. The routing number describes the steps, the order of the steps, and the work centers at which the steps must be performed to transform the raw components into the finished product. The default routing number originates from the Bill file if you are entering a bill with a routing number defined; it originates from the Inventory file if you are entering a bill with no routing number or if you are entering an inventory item that is not a bill.
Select this check box to print the picking sheet for the current work order. If the Print Picking Sheets Upon Work Order Release check box is selected in Work Order Options, the picking sheet is selected for printing when the work order is released. If the Print Picking Sheets Upon Work Order Release check box is cleared, the work order must be manually selected using Picking Sheet Printing.
Clear this check box if you do not want to print the picking sheet for this work order.
This check box is available only if Sort by Warehouse or Sort by Work Order is selected in the Print Picking Sheets field in Work Order Options.
Select this check box to print work order labels for the finished product when the current work order is completed. Clear this check box if you do not want to print work order labels. This check box is available only if you are not entering a special item. This check box is not available if None is selected in the Print Work Order Labels field in Work Order Options.
2. Additional
Type a description of the work order status, indicating the current manufacturing stage of the finished product. This status can be printed using Dispatch Sheet Printing. This field is available only if you are not entering work order templates.
Type the date that the current work order is due. If you selected Work Order in the Make For field, the due date defaults to the scheduled start date of the step of the parent work order that the current work order has been assigned to. If a different due date is typed, the Backward scheduling method is used to calculate the scheduled release date for the current work order. You must type a due date or a scheduled release date, but you cannot type both dates. This option is available only if you are not entering a work order template.
Note If you know when you want to release the work order and you want to determine when the finished product will be completed, leave this field blank and enter the scheduled release date in the Sched Release field. This will cause the Forward scheduling method to be used to calculate the total amount of time needed to complete the finished product.
This field displays the lead time necessary to produce the finished product and can only be viewed. Lead time is calculated during scheduling after routing and material information has been entered. This field is available only if you are not entering a work order template.
Type the date that the work order is scheduled to be released. You must enter a due date or a scheduled release date, but you cannot enter both dates. If you entered a due date in the Due Date field and you enter a scheduled release date, your entry in the Due Date field is deleted. This field is available only if you are not entering a work order template.
Enter the code identifying the planner responsible for the finished product, or click the Lookup button to list all planner codes. Planner codes are assigned to items in Buyer and Planner Code Maintenance.
Select this check box if the work order is on hold. Clear this check box if the work order is not on hold. A work order cannot be released in Work Order Transaction Entry until this check box is cleared. This check box is available only if you are not entering a work order template.
Select this check box if you want to explode the subassemblies. Clear this check box if you do not want to explode the subassemblies. This check box is available only if the Material Requirements Planning module is not integrated with Work Order.
If user-defined fields are established in Work Order Options, type the appropriate information. If the field is a date type, type an appropriate date. If the field is a text type, type the appropriate text.
Select a cost completion method to determine which costs are used to calculate the completion unit cost.
Note If Automatic or Backflush is selected in the Issue Method field and the Auto Generate Labor and Auto Generate Out-Process check boxes are selected, labor and outside processing transactions are automatically created for work orders.
Select Actual to base the completion unit cost on the costs updated to the work in process accrual account.
Work orders created with the Manual or Backflush issue method have a zero balance in the work in process accrual account after each completion entry is recorded. Whether the cost in the work in process accrual account represents the full-planned quantity or a partial quantity, the system assumes that all costs applicable to the completion entry are entered and that the cost in the work in process accrual account represents only that completion entry. For example, if the planned quantity for the work order is 100 items and you are processing a completion entry for the first 50 items, 100 percent of the cost in the work in process accrual account is used in the completion calculation for the 50 items.
Work orders created when Automatic is selected in the Issue Method field use the work order percent complete amount to allocate the costs updated to the work in process accrual account before the completion entry is recorded. This method leaves a zero balance in the work in process accrual account when the last completion entry for the work order is recorded.
Select Planned to base the completion unit cost on the standard costs that are calculated when the work order is created. The work order percent complete is used to calculate the cost for each completion. The Planned cost completion method can also create a positive or negative balance in the work in process accrual account if Yes or Available Quantity Only is selected in the Auto Issue Material field, the Auto Generate Labor and Auto Generate Out-Process check boxes are selected, and the automatically created material, labor, and outside processing transactions are edited. The automatically created transactions are based on the standard costs (calculated when the work order is created), and if they are edited, the variances between the standard costs and the edited costs are posted to the work in process accrual account. These variances are ignored by the completion calculation which always uses the standard costs.
Select Lower of Plan/Actual to check each step of the work order to determine if the standard or the actual cost is lower. The lower cost for each step determines which method is used to calculate the completion costs. If the standard cost is lower, the completion cost is calculated using the Planned Cost Completion method. If the actual cost is lower, the completion cost is calculated using the Actual Cost Completion method. This method leaves a zero balance in the work in process accrual account when the last completion entry for the work order is recorded.
The selection in the Cost Completion Method field in Work Order Options determines the default setting in this field, but it can be changed.
Select an option for generating material issue transactions automatically.
Select Yes to generate material issue transactions for components when work orders using the Automatic issue method are released in Work Order Transaction Entry, or when completion transactions are entered for work orders using the Backflush method.
Select No if you do not want to generate material issue transactions automatically.
Select Available Quantity Only to generate material issue transactions for components up to the available quantity of each component item when the Automatic issue method is used for the work order.
The default setting in this field is determined by the selection in the Auto Issue Material Transactions field in Work Order Options, but it can be changed.
This field is available only if Automatic or Backflush is selected in the Issue Method field.
Select this check box to automatically create labor transactions for work orders on their release if Automatic is selected in the Issue Method field and for work orders on their completion if Backflush is selected in the Issue Method field. Clear this check box if you do not want to automatically create labor transactions. This option is available for all cost completion methods.
The default setting in this check box is determined by the selection in the Auto Generate Labor Transactions check box in Work Order Options.
This check box is available only if Automatic or Backflush is selected in the Issue Method field.
Select this check box to automatically create outside processing transactions for work orders on their release if Automatic is selected in the Issue Method field and for work orders on their completion if Backflush is selected in the Issue Method field. Clear this check box if you do not want to automatically create outside processing transactions. This check box is available for all cost completion methods.
The default setting in this check box is determined by the selection made in the Auto Generate Outside Processing check box in Work Order Options.
This check box is available only if Automatic or Backflush is selected in the Issue Method field.
3. Operations
Enter the step number for the step or substep, or click the Lookup button to list all step numbers. At least one step number must be entered for each work order. Click the Next Step button to accept the next automatically incremented step number. If the step number represented by the next incremented value already exists, the difference between the current step number and the step represented by the multiple will be divided by two. If you are entering the first step number for a new routing, clicking the Next Step button will insert step number 0000 automatically. If you issue component material to your work orders as soon as the work orders are released, and the component material is required for the first step of the routing, create step number 0000 as a material issue step. Click the Save Steps button to save the current version of the routing to the Routing file.
Note New substeps cannot be created in this field; they can only be created automatically when phantom bills or bills with options are merged from the Bill of Materials module.
Type the step number followed by the alphabetical prefix and the subrouting number of the phantom or option bill.
0020-A-0010
Enter the work center code for the work center where this step will be performed, or click the Lookup button to list all work centers.
Note If Routing Maint or None is selected in the Addition of Work Centers and Op Codes field in Work Order Options, or if you do not have the appropriate security setup for Work Center Maintenance, you cannot establish new work centers.
Enter the operation code for the work to be performed for this step at the work center selected, or click the Lookup button to list all operation codes for this work center.
Note If Routing Maint or None is selected in the Addition of Work Centers and Op Codes field in Work Order Options, or if you do not have the appropriate security setup for Work Center Maintenance, you cannot establish new work centers.
Select this check box to ignore any queue time assigned to the current work center for this operation in Work Center Maintenance. Clear this check box to accept the queue time assigned to the current work center for this operation. Queue time is the amount of time that a job waits at a work center before the work is actually begun.
Type the percentage of overlap used to determine when this step is scheduled to begin in relation with the previous step.
Note An overlap percentage entry for the first operation step has no effect because there is no preceding step.
If you enter an overlap percentage of 0 for step 0020, step 0020 will not begin until the previous step has been completed. If you enter an overlap percentage of 25 for step 0020, step 0020 begins when the previous step is 75 percent completed.
Type the step description. Click the Extended Step Text Maintenance button to open the Step Text Maintenance window, which allows you to enter an extended step description. If an extended step description has been entered for the step, *Ext* appears to the right of the Extended Step Text Maintenance button.
Select the calculation method for the standard run time.
Select Hours per Operation to calculate the standard run time in terms of hours per operation.
Select Fixed Time per Lot to calculate the standard run time as a fixed amount of time per lot (for example, a setup operation).
Select Operations per Hour to calculate the standard run time in terms of operations per hour.
Note If it takes more than one hour to complete one operation, select Hours per Operation. If you complete more than one operation per hour, select Operations per Hour. If an operation always takes a fixed amount of time, regardless of the quantity being produced (for example, setup activities), select Fixed Time per Lot.
Hours/Operation / Hours/Lot / Operations/Hour
If Hours per Operation is selected in the Standard Run Type field, type the number of hours required to complete the current operation. If Fixed Time per Lot is selected in the Standard Run Type field, type the number of hours that the operation will be performed, regardless of the quantity being produced (the operation will be performed until the specified time has elapsed). If Operations per Hour is selected in the Standard Run Type field, type the number of operations that can be performed in one hour.
Select the parent item type required to indicate whether this operation produces more than one parent item (Parents/Operation) or whether more than one operation is required to produce this parent item (Operations/Parent). Select Operations/Parent if this operation, in conjunction with the other steps in this routing, will produce more than one parent item. This field is available only for existing line items if Hours per Operation or Operations per Hour is selected in the Standard Run Type field.
If Operations/Parent is selected in the Parent Item Type field, accept the default of 1 or type the number of times that this step must be performed to produce one parent item. If Parents/Operation is selected in the Parent Item Type field, accept the default of 1 or type the number of parent items that will be produced each time this step is performed.
Enter the tool number to be used by this step, or click the Lookup button to list all tool numbers.
This field displays the total time required to perform this step or substep in hours, based on the standard run type, run time (such as hours per lot, hours per operation, or operations per hour), parent item type, and factor for the step and the quantity planned for the work order. This field can only be viewed.
This field displays the date that the step or substep is scheduled to begin and can only be viewed. This field does not apply if you are entering a work order template.
Select a line item to modify or delete it. Enter any new information in the appropriate fields.
4. Materials
Enter the item code identifying the inventory item, phantom bill, subassembly, or special item for the line item, or click the Lookup button to list all item codes.
Alternately, start typing an item description to locate an item. As you type, a list of records matching your entry appears. You can then select an item from the list, and the item code will appear in the field.
Click the Search button to list all phantom bills. If the same item code is required from two warehouses, you must enter two line items; one for each warehouse.
Note The system does not check whether the Inactive Item check box in Item Maintenance is selected for items entered in this field. Inactive items will appear in the Item List window when you click the Lookup button. To help distinguish which items are inactive, you can create a custom lookup view and add the InactiveItem field. For more information, see Create a Lookup View.
Enter the revision code representing the bill configuration for the displayed item, or click the Lookup button to list all revision codes. The revision of the bill can be printed using Picking Sheet Printing. This field is available only if the Bill of Materials module is installed, if the Require Bill Revisions check box is selected in Bill of Materials Options, or you entered a bill in the Item Code field.
Enter the step that requires the current component item, or click the Lookup button to list all step numbers for this work order. Substeps cannot be entered. If the same item code is required for two steps, enter two line items, one for each step. If the step number entered is complete, the **STEP COMPLETE** message appears.
Note If a phantom or option bill is used as a component on a bill and that phantom or option bill has a routing of its own, the material required for the phantom or option bill is issued at the main step of the subrouting.
Type the scrap percentage (a positive number from 0 to 99.999) for this component item. The scrap percentage is used to increase the calculated gross requirements of specific component items to compensate for anticipated loss during the manufacturing process.
Enter the warehouse code from which this component item will be issued during the Automatic Issue process, or click the Lookup button to list all warehouses. This field is available only if the Require Multiple Warehouses check box is selected in Inventory Management Options, and if you are not entering a special item or a work order template.
Note If the same item code is required from two warehouses, you must enter two item lines, one for each warehouse.
If you are entering a special item, type a description of this special item. If you are entering an inventory item, this field displays the item description and can only be viewed. If you are entering a phantom bill, this field displays the bill description and can only be viewed.
Enter the unit of measure for this component item, or click the Lookup button to list all units of measure.. If you are entering a special item, you can enter any four-character unit of measure.
Type the quantity of this component item required to complete one finished parent item. This quantity is based on the unit of measure for the item entered in the U/M field, and is multiplied by the quantity planned and factored by the scrap percentage to determine the total quantity of this component required to complete this work order. To define this component item as a by-product of the finished product, enter a negative quantity. This indicates that during the manufacture of the parent item, you will also be producing a by-product component item.
Note The placement of the decimal point for quantity and cost entries for inventory items is based on the entry format established in Common Information Options.
Type the total quantity of this component item required at this step for this work order. The extended quantity for this component is calculated by multiplying the quantity per parent by the quantity planned and factoring the scrap percentage of the component item.
If the component item entered is a phantom bill, the phantom bill will be exploded into its component items. All of the components of the phantom bill will be assigned to the same step number that was entered for the phantom bill.
If you are entering a special item, type the cost of the special item. If you are entering an inventory item, the standard or average cost for the item, depending on the costing method, is displayed and can only be viewed.
This field displays the cost type for the inventory item and can only be viewed. This field is unavailable if you are entering a special item or phantom bill.
This field displays the procurement type for the item and can only be viewed. The procurement type indicates how this item was obtained. This field is not available if you are entering a special item or phantom bill.
Select a line item to modify or delete it. Enter any new information in the appropriate fields.
5. Scheduling
This field displays the scheduled release date entered in the Sched Release field and can only be viewed. The current release date is not updated until the schedule is accepted. This field appears only if a scheduled release date was entered in the Sched Release field.
This field displays the work order due date entered in the Due Date field and can only be viewed. The current due date is not updated until the schedule is accepted. This field appears only if a date was entered in the Due Date field.
This field displays the number of days of lead time required by the current work order when scheduling is completed. The lead time is the number of days between the scheduled release date and the current due date. This field can only be viewed.
Select a scheduling method.
Select Backward to use the backward scheduling method to calculate the scheduled release date based on a specified due date.
Select Forward to use the forward scheduling method to calculate the due date based on a speficied release date and required lead times. If the work order has been released, select Forward to calculate the due date.
Type the date that the current work order is due, or the date that the work order will be released. If Forward is selected in the Scheduling Method field, the Release Date field appears. If Backward is selected in the Scheduling Method field, the Due Date field appears.
Note If you are scheduling a released work order and a step number was modified, the scheduled start date of that step displays as the default release date.
Enter the first step or substep to be affected by rescheduling. Click the Lookup button to list all steps on the current work order. If you are entering a new work order, this field can only be viewed.
Note If you are rescheduling a released work order using forward scheduling and a step number was modified, that step number appears as the default in the First Step Affected field.
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