Work Ticket Entry

Enter a date, or click the Calendar button to select a date from the calendar.

Select a work ticket status.

• Select Open when creating a new work ticket or changing an estimate to an open work ticket. Work ticket information such as steps, materials required, and original budget values can be assigned to an open work ticket.

  Labor, direct costs, materials issued, completion and closing transactions cannot be assigned to open work tickets.

  Note If the Include Open W/T Materials as Inventory Demand check box is selected in Production Management Options, the Req for W/T column in Item Maintenance includes the material quantities on work tickets with an Open status. If that check box is not selected, they are not reflected in the Req for W/T field.

  The parent item that's being produced is not shown in the On W/T column in Item Maintenance regardless of whether the Include Open W/T Materials as Inventory Demand check box is selected in Production Management Options.

• Select Estimate to create an estimate work ticket. Work ticket information such as steps, materials required, and original budget values can be assigned to an estimate work ticket. Direct costs can also be assigned to estimate work tickets.

  Materials issued, completion, and closing transactions cannot be assigned to estimate work tickets.

  Materials Requirement Planning calculations and inventory demand do not account for work tickets with an Estimate status. Neither the parent item's quantity nor the material quantities are reflected in the inventory warehouse information.

• Select Released to release a work ticket into production.

  A work ticket must be assigned the Released status to:

  • Modify revised budget values
  • Record materials issued from Work Ticket Entry
  • Enter direct cost transactions from Accounts Payable
  • Create Receipt of Goods entries for materials linked to a purchase order
  • Create materials, labor, completion and closing transactions in Work Ticket Transaction Entry.

  The Req for W/T field in Item Maintenance includes the quantities for items on the Materials tab, and the On W/T column includes the quantity being produced for the parent item.

  If Auto Release Work Ticket is not set up for the specific work ticket class, you must select this option to post original budgets for hours, labor, and materials.

The default status can be selected in the Default Values for Work Ticket Entry window, but you can change it.

Note If the work ticket class is set to auto-release the work ticket and you have the security setup to release work tickets, the status is automatically changed to Released when you click Accept.

Enter a work ticket class or click the Lookup button to list all work ticket classes.

Enter the code identifying the planner responsible for the finished product, or click the Lookup button to list all planner codes.

Select one of the following options:

• Select Inventory to make the finished product for inventory.
• Select Sales Order to make the finished product in response to a sales order. This option is available when the Sales Order module is set up.
• Select Work Ticket to make the finished product for another work ticket.

This selection can be modified in Work Ticket Transaction Entry when a completion transaction is created for the work ticket.

Note All completed quantities of the finished product are received into inventory regardless of the selection in this field. The finished item quantities are not issued to another work ticket or sales order when a completion transaction is updated by the Work Ticket Transaction Journal.

If Sales Order is selected in the Make For field, enter the sales order number for which this work ticket's finished products will be used. Click the Lookup button to list all open sales order numbers.

After you enter the sales order number, the S/O Line List lookup window opens. Select the line number that the work ticket finished product will be assigned to.

The item, quantity ordered, warehouse code, and unit of measure from the sales order line are then automatically entered in their respective fields in this window, but you can change them.

If Work Ticket is selected in the Make For field, enter the work ticket number for which this work ticket's finished products will be used. Click the Lookup button to list all work ticket numbers.

After you enter the work ticket number, the Work Ticket Detail List By Step window opens. Select the step number that the current work ticket's finished product will be assigned to. The quantity required is automatically entered in the quantity ordered field.

Enter the item code or bill number of the parent item. Click the Lookup button to list all inventory item codes.

If the Bill of Materials module is integrated with Production Management, click the Bill of Materials List button to list all bill numbers.

Inventory and special items can be assigned as the parent item code. Enter an asterisk (*) before the item code to indicate that the item is a special (non-inventory) item.

You can add a new item on the fly if you have the appropriate security setup.

Enter the item description. Click the Extended Item Description button to view and maintain an extended item description for the parent item in Item Text Maintenance.

The Extended Item Description button appears yellow when an extended item description exists; otherwise, it appears blue.

Enter the revision number for the bill. The current revision number is the default value, but it can be changed. Click the Lookup button to list all revision numbers for the current bill.

This field is available if a bill is entered in the Item Code/Bill No. field and if the Require Bill Revisions check box is selected in Bill of Materials Options.

If a bill number is entered in the Item Code/Bill No. field, click the Bill Options button to open the Options Selection window and select options. The options entered are shown in this field.

This field is available if the Use Option Bills check box is selected in Bill of Materials Options, the Bill Has Options check box is selected in Bill of Materials Maintenance, and an option category is defined for the current bill number.

Enter the date that the current bill will be effective. Click the Calendar button to select a date from the calendar. All engineering changes through that date are included in the work ticket.

This field is available if a bill number is entered in the Item Code/Bill No. field and the Enable Engineering Change Control check box is selected in Bill of Materials Options.

Enter the quantity of the finished product to be produced for the work ticket.

You'll be asked to rescale labor and materials if a step record exists on the work ticket and the quantity ordered is modified.

Note The quantity ordered cannot be changed on released work tickets unless you have the security setup to override the parent quantity after the work ticket is released.

Enter the unit of measure for the finished product. Click the Lookup button to list all units of measure.

This field is not available if a serial item is entered in the Item Code/Bill No field.

Enter the yield percentage for the finished product. You must enter a positive number from 0.001 to 100.

The yield percentage is used to determine the quantity of finished products that must be produced to compensate for anticipated manufacturing losses.

You'll be asked to rescale labor and materials if a step record exists on the work ticket and the yield percentage is modified.

Note The yield percentage cannot be changed on released work tickets unless you have the security setup to override the parent quantity after the work ticket is released.

Enter the actual quantity of the finished product that the work ticket is planned to produce. The value is automatically calculated as the quantity ordered divided by the yield percentage multiplied by 100, but it can be changed.

You'll be asked to rescale labor and materials if a step record exists on the work ticket and the quantity planned is modified.

This field is available only if Open or Estimate is entered in the Status field.

This field displays the quantity of the finished product produced according to this work ticket, and it can only be viewed. This field is updated by completion transactions when the Work Ticket Transaction Journal is updated.

This field displays the quantity of the finished product that has been scrapped, and it can only be viewed. This field is updated by scrap completion transactions when the Work Ticket Transaction Journal is updated.

Enter a work ticket template number or click the Lookup button to view all templates.

When you enter a template number, the steps and materials from that template are added to the work ticket. After you've clicked the Steps or Materials tab, this field can only be viewed.

If a bill item with a template number associated with it is entered, this template number is automatically entered here and cannot be changed.

If an item code with a template number associated with it is entered, this template number is automatically entered here, but you can change it.

Enter a revision number for the work ticket template. Click the Lookup button to view all revisions for the selected template.

If a bill item with a template number associated with it is entered, this template revision number is automatically entered here and cannot be changed.

If an item code with a template number associated with it is entered, this template revision number is automatically entered here, but you can change it.

Enter a parent warehouse code or click the Lookup button to view all warehouse codes.

If the Require Multiple Warehouses check box in Inventory Management Options is cleared, the default warehouse code entered in Inventory Management Options appears in this field, and the field can only be viewed.

The default parent warehouse is determined as follows:

• The parent warehouse entered in the Default Values for Work Ticket Entry window is used if one is entered. If not...
• The warehouse entered in the Default Warehouse for Parent Item field in Production Management Options is used if the Use Item Default Warehouse for Parent Item check box in Production Management Options is cleared.
• The default warehouse entered in Item Maintenance is used if the Use Item Default Warehouse for Parent Item check box in Production Management Options is selected.

This field is not available if a special item code is entered in the Item Code/Bill No. field.

Enter a warehouse code. Click the Lookup button to list all warehouse codes.

If the Require Multiple Warehouses check box in Inventory Management Options is cleared, the default warehouse code entered in Inventory Management Options appears in this field, and the field can only be viewed.

The default warehouse is determined as follows: 

• The materials warehouse entered in the Default Values for Work Ticket Entry window is used if one is entered. If not...
• The warehouse entered in the Default Warehouse for Materials Item field in Production Management Options is used if the Use Item Default Warehouse for Materials check box in Production Management Options is cleared.
• The default warehouse in Item Maintenance is used if the Use Item Default Warehouse for Parent Item check box in Production Management Options is selected.

Select this check box to explode the subassemblies assigned to the current bill on the Lines tab.

Note If you select this check box, we recommend that the appropriate values be set for Auto Step Increment (Parent Work Ticket) and Bill of Materials Options Step Increment for the work ticket class assigned to the work ticket.

This field displays the item's cost completion method and can only be viewed.

Select a method for creating labor transactions in Work Ticket Transaction Entry.

• Select Auto Issue to automatically create labor transactions in Work Ticket Transaction Entry when the work ticket is released.

  This option is available when the Allow Auto Issue Labor check box is selected in Production Management Options.

• Select Backflush to automatically create labor transactions in Work Ticket Transaction Entry when a completion transaction is created for the work ticket.

  This option is available when the Allow Backflush Labor check box is selected in Production Management Options.

• Select Manual if you do not want to automatically create labor transactions in Work Ticket Transaction Entry.

Note If you select Auto Issue or Backflush, the transactions are created as labor-type transactions. They do not include employee information, and the cost is based on the rate for the activity code.

Select a method for issuing materials.

• Select Auto Issue to automatically create materials transactions in Work Ticket Transaction Entry when the work ticket is released.

  This option is available when the Allow Auto Issue Materials check box is selected in Production Management Options.

• Select Backflush to automatically create materials transactions in Work Ticket Transaction Entry when a completion transaction is created for the work ticket.

  If the backflush is generated based on a partial completion, the quantity issued will be prorated based on the quantity completed, not the total quantity planned for the work ticket.

  This option is available when the Allow Backflush Materials check box is selected in Production Management Options.

• Select Manual if you do not want to automatically create materials transactions in Work Ticket Transaction Entry.

Notes

• If you select Auto Issue or Backflush, total quantity of a material item may not be issued if the Limit Materials Auto Issue to the Quantity On Hand check box in Production Management is selected.

• Any items that use the lot or serial valuation method must be distributed in the material transaction before it can be updated.

Select this check box to print this work ticket.

After the work ticket is printed, this check box is automatically cleared and "*printed" appears next to it. You can reselect the check box to reprint the work ticket.

If the Print Work Ticket Upon Release check box in Production Management Options is selected, the work ticket is printed when the work ticket is released.

Select this check box to print the picking sheet for this work ticket.

After the picking sheet is printed, this check box is automatically cleared and "*printed" appears next to it. You can reselect the check box to reprint the picking sheet.

If the Print Picking Sheets Upon Release check box in Production Management Options is selected, the picking sheet is printed when the work ticket is released.

This field is available only if Sort by Warehouse or Sort by Work Ticket is selected in the Print Picking Sheets field in Production Management Options.

Enter the number of work ticket labels to print for the finished product when a completion transaction is updated.

This field is available if an option other than None is selected in the Print Work Ticket Labels field in Production Management Options.

Labels are printed after a completion transaction is updated by the Daily Work Ticket Journal/Update.

The buttons located above the primary grid allow you to view extended text for items, view memos, move up and down within the grid, and insert and delete rows. In addition you can:

• Click the Next Step No. button to automatically assign a step number based on the Auto Step Increment value defined for the work ticket class in Work Ticket Class Maintenance. This button is available when the Step Entry check box is selected in Work Ticket Class Maintenance for the work ticket class assigned to the work ticket. This button is disabled after a step number is assigned.

• Click the Step Copy button to open the Step Copy window. This button is available for new step records that are not assigned a step number.

• Click the Step Extended Text button to view or edit additional text for a step.

  The button appears yellow when a description greater than 30 characters is assigned to a step. This button is available when the Extended Text field is set to All Steps or Step 000000 in Work Ticket Class Maintenance for the work ticket class assigned to the work ticket.

• Click the Memo button to view, create, or maintain memos for the step. The Memo button is available only if the appropriate memo type has been set up in Memo Manager Maintenance for Work Ticket Entry. If a memo already exists for this task, the button appears yellow. If a memo does not exist, the button appears blue.

• Click the Recalculate Budgets button to recalculate budgets for the selected step record. Click the arrow and then select Recalculate Budgets All Steps to recalculate budgets for all steps. Only revised budget values are recalculated when the work ticket status is Released.

• Click the Purchase Order button to open the Create Purchase Order window.

  This button is available for released work tickets if the Production Management module is integrated with Purchase Order. The button is available for open work tickets if the modules are integrated and the Include Open Work Ticket Materials as Inventory Demand check box is selected in Production Management Options. If a purchase order has been created from a step, this button appears yellow.

• Click the Purchase Order Inquiry button to view information for a purchase order that exists for the current row.

Quick Row

This field displays the number of the selected row in the primary grid. Additional fields for the selected row appear in the secondary grid. Enter a row number to view or edit information for a different row, or click the Find Row button to search for a row in the Search Grid window.

This field displays the line number in the grid and can only be viewed. The line number appears red for lines that are new or modified. After the Accept button is clicked, the line number changes from red to black.

Enter a step number or click the Next Step No. button to create a new step record. At least one step number must be entered for each work ticket. Step numbers may be changed or renumbered by entering a different value in this field.

If the Step Entry check box in Work Ticket Class Maintenance is cleared for the current work ticket class, 000000 is the only step value that you can enter in this field.

Enter a step description. The activity code description is the default value in this field if a step description is not defined before entering an activity code.

Enter an activity code for the step. Click the Lookup button to list all activity codes. The work center associated with the activity code then appears in the Work Center field.

The activity code identifies the operation, process, routing, or type of work required for the step. A default activity code can be defined for a work ticket class in Work Ticket Class Maintenance. An activity code is required for each step record. Activity codes are defined in Activity Code Maintenance.

Enter a work center to specify where the step will be performed. Click the Lookup button to list all work centers.

The work center associated with the activity code appears in this field by default but you can change it.

The combination of the activity code and work center must exist in an activity code record in Activity Code Maintenance in order to assign a work center to a step record.

Enter the total number of hours needed to complete the step. The value entered is the default value in the Sched Hours field.

This field is available if the work ticket status is Open or Estimate and if you have the appropriate security setup.

By default this field displays the number of hours entered in the Orig Budget Hours field.

Use this field to enter revised total budgeted hours for the work ticket step after transactions are recorded for the work ticket. The value entered defaults to the Sched Hours field for released work tickets.

This field is available for work tickets with a Released status and if you have the appropriate security setup.

The standard labor and overhead rates from the activity code and work center assigned to the step and the step's original budget hours are used to calculate the original budget labor total cost that appears in this field.

This value is recalculated when the original budget hours or the activity code and work center assigned to the step record are changed.

Enter a value in this field after assigning an activity code/work center and original budget hours value to override the calculated original budget labor value.

This field is available if the work ticket status is Open or Estimate and if you have the appropriate security setup.

The total labor cost entered in the Orig Budget Labor field is the default value in this field, and it can only be viewed if the work ticket status is Open or Estimate.

Enter a revised budgeted labor cost for the work ticket step after a work ticket is released or transactions are recorded for the work ticket.

This field is available only if the work ticket status is Released and if you have the appropriate security setup.

The standard labor and overhead rates from the activity code and work center assigned to the step record and the step's revised budget hours are used to calculate the revised budget labor cost. This value is recalculated when the revised budget hours or the activity code/work center assigned to the step are changed.

Enter the original budgeted total cost of materials for the step. Alternately, assign materials for the step on the Materials tab and then click the Recalculate Budget button on the Steps tab to calculate the cost.

This cost is calculated by multiplying the required quantity by the unit cost for inventory, miscellaneous, and special items assigned to the step.

This field is available if the work ticket status is Open or Estimate and if you have the appropriate security setup.

The value entered in the Orig Budget Matl field in the default value in this field for open and estimate work tickets.

Use this field to enter a revised budgeted total cost of materials for the step after transactions are recorded for the work ticket. Alternately, assign materials to the step on the Materials tab, and then click the Recalculate Budget button on the Steps tab to calculate the revised budget materials total cost.

The revised budgeted total cost of materials is calculated by multiplying the required quantity by the unit cost for inventory, miscellaneous and special items assigned to the step.

This field is available for work tickets with a Released status and if you have the appropriate security setup.

Enter a status code, or click the Lookup button to view all status codes. The status code NEW is the default for all new steps that are either created manually or using the copy features.

The status code can also be assigned based on the Initial Status Code field in Work Ticket Template Maintenance if a work ticket or step is created by copying a template.

Status codes are created and maintained in Status Code Maintenance. A status change transaction is created when the status code is changed and the work ticket is saved. Review status change transactions on the Inquiry tab.

Enter a status comment for the step. A status change transaction is created when the status comment is changed and the work ticket is saved. Review status change transactions on the Inquiry tab.

Enter the number of finished goods completed for the step. This field is informational only and does not have an impact on completion transactions in Work Ticket Transaction Entry. This field is available if the Track Completed Quantities check box is selected in Work Ticket Class Maintenance for the class assigned to the work ticket.

Enter the tool code to be used by the step. Click the Lookup button to display a list of all tool codes. Tool codes are created and maintained from Tooling Code Maintenance.

Select this check box to designate that the step as a change order step. This field is informational only and can be used for reporting purposes.

Select this check box to indicate that the step is a reworked step. This field is informational only and can be used for reporting purposes.

Enter a vendor number if the vendor provides the work required to compete the step or if all or most of the materials assigned to the step are acquired from the vendor. Click the Lookup button to view all vendor numbers.

This field is available if the Purchase Order module is integrated with Production Management.

If a purchase order was created from the step, the purchase order number is displayed and can only be viewed.

This field is available if the Purchase Order module is integrated with Production Management.

Enter the hours scheduled to complete the step. The value entered in the Orig Budget Hours field is the default entry in this field for open and estimate work tickets, but it can be changed. The value in the Rev Budget Hours field is the default entry in this field for released work tickets.

Enter the remaining scheduled hours for the step.

Remaining hours are recalculated when actual labor hours are recorded for a step in Labor Entry or Work Ticket Transaction Entry and updated by the Labor Register or Work Ticket Transaction Journal/Update.

Enter the production start date for the step. Click the Calendar button to select a date from the calendar.

When the message asks if you want to reset the promise date on all materials for this step, click one of the following:

• Click Yes to enter the production start date in the Promise Date field on Materials tab for all materials assigned to the step.
• Click No to retain the date currently entered in the Promise Date field on the Materials tab for all materials assigned to the step.

When a work ticket step is created by copying a template, the production start date is determined based on the selection in the Production Start Date field in Work Ticket Template Maintenance .

Enter the production due date for the step. Click the Calendar button to select a date from the calendar.

When a work ticket step is created by copying a template, the production due date is determined based on the value entered in the Production Due Date field in Work Ticket Template Maintenance.

The buttons located above the primary grid allow you to view extended text for items, view memos, sort the lines, move up and down within the grid, and insert and delete rows. In addition you can:

• Click the Alias Item button to display all alias item numbers.
• Click the Item Quantity Inquiry button to view quantity information for the item in the current row. Click the arrow next to the button and select an option to view additional information for the item.
• Click the Lot/Serial Distribution button to distribute lot and serial numbers or to display lot and serial numbers that are already distributed for the current line item. If lot or serial numbers are distributed, this button appears yellow.
• Click the Sort Lines button to sort the lines by the option selected in the Materials Sort Order field in Work Ticket Class Maintenance for the current class.
• Click the Material Transaction Inquiry button to open the Material Transaction Inquiry window. This button is available for work tickets with a Released status if there is a value greater than zero in the Issued field.
• Click the Import Materials button to open the Import Materials List window. Materials can be imported from a template, a bill of materials, or an ASCII file.
• Click the Purchase Order button to open the Create Purchase Order window. This button is available for open and released work tickets if the Purchase Order module is integrated with Production Management and a value greater than zero is entered in the Required field. If a purchase order has been created from a step, the button appears yellow.
• Click the Purchase Order Inquiry button to view information for a purchase order that exists for the current row.

This field displays the number of the selected row in the primary grid. Additional fields for the selected row appear in the secondary grid. Enter a row number to view or edit information for a different row, or click the Find Row button to search for a row in the Search Grid window.

This field displays the line number in the grid and can only be viewed. The line number appears red for lines that are new or modified. After the Accept button is clicked, the line number changes from red to black.

Enter an item code identifying the material. Codes for inventory, special, miscellaneous, and comment items can be entered. Click the Lookup button to list all inventory items.

• Alternately, start typing an item description to locate an item code. 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 Alias Item button to display all alias item codes.
• Right-click and then select Item Maintenance to view inventory item information.
• Click the arrow next to the Item Quantity Inquiry button and select Alternate Item to select an alternate item.
• To view the comments list, type /C and press F2. To view the miscellaneous item list, type /M and press F2.

A new item or alias item can be added on the fly if you have the appropriate security setup. A window similar to Alias Item Number Maintenance or Item Maintenance opens; however, some non-essential fields are omitted to speed data entry. You can access Alias Item Number Maintenance or Item Maintenance later to complete the remaining entries for the new item.

Enter the step number where the material is to be used during the production process for the finished good. Click the Lookup button to list all step numbers.

A step number must be assigned to the line item. Steps are created on the Steps tab.

Enter the quantity of the material required to complete the step. The On WT field in Item Maintenance is updated when a work ticket is released or when you modify this field for a released work ticket and save the change. You can enter 0 (zero) or a negative value.

If the Dynamic Materials check box in Production Management Options is cleared, this field displays the quantity issued and can only be viewed. The quantity issued is automatically updated when a materials transaction is updated.

If the Dynamic Materials check box in Production Management Options is selected, you can enter the quantity issued if the work ticket has been released. For lot and serial items, click the Lot/Serial Number Distribution button to distribute the quantity to lot or serial numbers.

Notes

• You cannot increase the quantity issued if the material is linked to a purchase order or the Purchase check box is selected for the line.
• This field is not available for lot or serial items. Enter the quantity in the Distribution window instead.

Enter a comment related to the material.

Enter a description for the selected item.

Click the Extended Item Description button to view and maintain extended item descriptions in Item Text Maintenance. The Extended Item Description button appears yellow when a description greater than 30 characters is assigned to the item.

Enter a warehouse code or click the Lookup button to list all warehouse codes. This field is available for inventory items.

• The Materials Whse code on the Header tab is the default code in this field if the Use Item Default Warehouse for Materials check box in Production Management Options is not selected.
• The item's default warehouse code assigned in Item Maintenance is the default code this field if the Use Item Default Warehouse for Materials check box in Production Management Options is selected.

Enter a unit of measure for the item or click the Lookup button to list all units of measure.

Enter the unit cost for the item. The default value for a material is based on the item type. The default unit cost depends on the item type:

• For inventory items, either the Last, Standard, or Average cost is used depending on the selection in the Default Materials Budget Cost field in Production Management Options.
• For miscellaneous items, the Standard Unit of Cost entered in Miscellaneous Item Maintenance is used.
• For special items, the default cost is 0 (zero).

A unit cost can be entered in this field if:

• The Purchase check box is selected and a purchase order is not linked to the material.
• An inventory item code is selected and a negative value is entered in the Required field.
• A miscellaneous or special item is entered in the Item Code field.

Enter the date the material item is required to complete the step. Click the Calendar button to select a date from the calendar.

If a step number is assigned to this line, the production start date on the Steps tab is the default date.

Select this check box if the material will be purchased for the work ticket step.

This field is available if the Production Management module is integrated with Purchase Order module.

A purchase order can be created by clicking the Purchase Order button.

If a purchase order is linked to a material this check box is selected and can only be viewed.

This field displays the purchase order number linked to the material and can only be viewed.

Select the check box to calculate the overhead materials cost.

When an item code is entered, this check box is automatically selected if the (Materials) Calculate Overhead Default check box is selected in Work Ticket Class Maintenance for the work ticket class assigned to this work order.

This field displays the calculated overhead cost and can only be viewed. Overhead cost is calculated based on the selections in Work Ticket Class Maintenance.

This field displays the type of the item selected and can only be viewed.

This field displays the product type of the item selected and can only be viewed.

This field displays the product line of the item selected and can only be viewed.

This field displays the costing method of the item selected and can only be viewed.

This check box is selected if the item has an extended description. This field can only be viewed.

This field displays the vendor number assigned to the purchase order linked to the material and can only be viewed.

This field displays the purchase order required date for the purchase order linked to the material and can only be viewed.

This field displays the quantity ordered for the purchase order item linked to the material and can only be viewed.

This field displays the quantity received for the purchase order item linked to the material and can only be viewed.

This field displays the quantity invoiced for the purchase order item linked to the material and can only be viewed.

This field displays the purchase unit cost for the purchase order item linked to the material and can only be viewed.

Enter the base quantity. This value is used to calculate a required quantity if the Scrap check box is selected and a scrap percentage is entered for the selected material.

The formula to calculate a new required quantity is:

Required Quantity / (1 - Scrap %)

Enter the anticipated scrap percentage to be incurred by the material during the manufacturing process.

This value is used to calculate a required quantity if the Scrap check box is selected and a scrap percentage is assigned to the selected material. The formula to calculate a new required quantity is:

Required Quantity / (1 - Scrap %)

Select the check box to indicate the material record will be recorded as scrap.

Enter a find number to track and identify materials.

This field is updated when a material is copied to a work ticket when a work ticket or step is copied or when the material is imported from a template, a Bill of Materials bill number, or a file.

This field displays the alias item description for the item selected and can only be viewed.

This field displays the alias item code for the item selected and can only be viewed.

Select a step number to filter the lines on this tab.

Select the Status Changes option to display transactions recorded when the status code or status comment is changed for a work ticket step.

Step No

This field displays the step number where the status change occurred.

Trans Date

This field displays the transaction date when the status change occurred.

Time

This field displays the transaction time when the status change occurred.

User

This field displays the user logon ID of the user who created the status change transaction.

Old Status

This field displays the status code assigned to the step prior to the status change transaction.

Old Status Description

This field displays the status code description assigned to the step prior to the status change transaction.

New Status

This field displays the status code assigned to the step.

New Status Description

This field displays the status description associated with the assigned status code.

Comment

This field displays the status comment assigned to the step.

Select the Materials option to display materials-issued transactions recorded for the work ticket.

Step No.

This field displays the step number to which the material item was assigned when the materials issued transaction occurred.

Trans Date

This field displays the transaction date on which the materials-issued transaction occurred.

Time

This field displays the transaction time when the materials-issued transaction occurred.

User

This field displays the field displays the user logon of the user who created the materials-issued transaction.

Item Code

This field displays the item code assigned to the materials-issued transaction.

Whse

This field displays the warehouse code assigned to the materials-issued transaction.

Type

This field displays the transaction type. The following types can display.

• II displays for inventory issues from Work Ticket Entry and transactions updated by the Work Ticket Transaction Journal.
• IV displays for receipt of invoice variances that are updated by the daily receipt registers.

Src

This field displays the transaction source. The following values can display in this field.

• WT displays for materials issued entered on the Materials tab.
• TE displays for materials-issued transactions that are created in Work Ticket Transaction Entry and updated to the work ticket through the Work Ticket Transaction Journal.
• RG displays for receipts that are created in Receipt of Goods Entry for purchase order items linked to work tickets and updated to the work ticket by the Daily Receipt Register.
• RI displays for records with a cost variance due to a change in the cost on the Receipt of Goods Entry record to the Receipt of Invoice Entry record for purchase order items linked to work tickets. Transactions appear after they are updated by the Daily Receipt Register.
• CV displays for converted records.

Reference

This field displays the reference value. The following values can display in this field.

• The work ticket number displays for materials issued in Work Ticket Entry.
• The source journal displays for materials-issued transaction created in Work Ticket Transaction Entry.
• The purchase order number displays for materials issued when the daily receipt registers are updated.
• The purchase order variance displays for records with a cost variance.
• The transaction number displays for converted records.

Quantity Issued

This field displays the issued quantity for the materials-issued transaction.

Unit Cost

This field displays the actual unit cost assigned to the issued quantities.

Overhead

This field displays the total materials overhead cost calculated from the issued quantities.

Total Cost

This field displays the total cost for the materials issued transaction.

Select the Labor option to view labor transactions recorded for the work ticket.

Step No.

This field displays the step number assigned to the labor transaction.

Trans Date

This field displays the transaction date of the labor transaction.

Employee No

This field displays the employee number assigned to the labor transaction. An employee number appears only for labor transactions entered in Labor Entry.

Employee Name

This field displays the name of the employee assigned to the labor transaction.

Dept

This field displays the department number assigned to the labor transaction.

Source

This field displays the transaction source. The following values can display in this field.

• LE displays for Labor Entry transactions.
• TE displays for labor transactions entered in Work Ticket Transaction Entry.

Hours

This field displays the total hours assigned to the labor transaction.

Earnings Code

This field displays the earnings code assigned to the labor transaction.

Activity Code

This field displays the activity code assigned to the labor transaction.

Work Center

This field displays the work center assigned to the labor transaction.

Labor Cost

This field displays the labor cost calculated from the labor transaction.

Fixed OH Cost

This field displays the fixed overhead cost calculated from the labor transaction.

Var OH Cost

This field displays the variable overhead cost calculated from the labor transaction.

Total Cost

This field displays the total cost for the labor transaction.

Select the Direct Costs option to review direct cost transactions recorded on the work ticket.

Step No.

This field displays the step number assigned to the Accounts Payable invoice or manual check.

Trans Date

This field displays the transaction date for the Accounts Payable invoice or manual check.

Vendor No

This field displays the vendor number for the Accounts Payable invoice or manual check.

Vendor Name

This field displays the vendor name for the Accounts Payable invoice or manual check.

Invoice No

This field displays the invoice number for the Accounts Payable invoice or manual check.

Invoice Amt

This field displays the amount for the Accounts Payable invoice or manual check.

Overhead Amt

This field displays the overhead amount calculated for the Account Payable invoice or manual check.

Trans Amt

This field displays the transaction amount for the Accounts Payable invoice or manual check.

Comment

This field displays the comment for the Accounts Payable invoice or manual check.

Select the Purchase Orders option to review purchase orders containing items linked to work ticket materials.

Step No.

This field displays the step number with the material that is linked to the purchase order.

Purch Order No.

This field displays the purchase order number.

Vendor No.

This field displays the vendor number assigned to the purchase order with items linked to the work ticket.

Vendor Name

This field displays the vendor name.

Item Code

This field displays the item code on the purchase order line that is linked to the work ticket.

Req'd Date

This field displays the required date for the purchase order.

Quantity Ordered

This field displays the quantity ordered for the purchase order line item that is linked to the work ticket.

Quantity Received

This field displays the quantity received for the purchase order line item that is linked to the work ticket.

Amount Received

This field displays the total cost from the receipt of goods for the purchase order line item that is linked to the work ticket.

Select the Completions option to review completion transactions that have been updated to the work ticket.

Trans No.

This field displays the transaction number of the completion transaction.

Type

This field displays the transaction type. "Compl" displays for completion transactions for finished goods and "Scrap" displays for completion transactions defined for scrap.

Trans Date

This field displays the transaction date assigned to the completion transaction.

Item Code

This field displays the item code of the finished good.

Whse

This field displays the warehouse where the completed quantities were received for the finished good.

Description

This field displays the description of the finished good in the completion transaction.

Qty Completed

This field displays the quantity completed for the work ticket.

Cost Recognized

This field displays the total cost recognized for the completion transaction.

Select a step number to filter the lines on this tab.

Enter the production start date for the work ticket, or click the Calendar button to select a date from the calendar.

Enter the production due date for the work ticket, or click the Calendar button to select a date from the calendar.

Enter the date the work ticket is expected to be released, or click the Calendar button to select a date from the calendar.

This field is available only for work tickets with a status of Open or Estimate.

The date the work ticket was released displays and can only be viewed.

• Labor: The budget is calculated by multiplying each step's budget hours by the standard rate from the step's activity code/work center, including fixed and variable overhead.

• Materials: This value is calculated by multiplying the required quantity by the value in the Cost field on the Materials tab for all inventory, miscellaneous and special items assigned to the work ticket or the selected step number. Materials overhead cost is included in the materials budgeted cost.

  Note If the budgets for materials were not calculated by clicking the Recalc Budget button on the Steps tab, this amount may be zero. Or, it will be the value that was manually entered into the Materials Budget field on the respective steps within the Work Ticket.

• Direct Cost: This field always displays zero.

• Total Cost: This field displays the sum of the labor cost, materials, and direct cost budget.

• Hours: The Revised Budget Hours are used to calculate the budgeted hours.

• Labor: This field displays the actual labor and fixed and variable overhead costs incurred to date.
• Materials: This amount is calculated by multiplying the issued quantity by the value in the Cost field on the Materials tab for all inventory, miscellaneous and special items assigned to the work ticket or the selected step number. Materials overhead cost is included in the materials current cost value.
• Direct Cost: This field displays the total transaction amount of Accounts Payable direct cost transactions. This value includes overhead costs calculated from Account Payable invoices and manual checks assigned to work ticket steps.
• Total Cost: This field displays the sum of the labor cost, materials, and direct cost current amounts.
• Hours: This field displays the actual hours recorded for a work ticket or a selected step.

• Labor: The value in this field is determined based on the following:

  • The budgeted labor cost displays if the actual labor cost is zero.

  • The actual labor cost displays if the actual hours are greater than or equal to the budget hours.

  • The actual labor cost plus the remaining hours budgeted cost displays if the actual hours are greater than zero but less than the budgeted hours.

    The remaining hours budgeted cost is calculated by using the standard rates for labor and fixed and variable overhead from the activity code/work center assigned to a step.

• Materials: This value is determined by comparing the budget and current materials costs. The greater of the two amounts is displayed in this field.

  Note Regardless of whether the budget was recalculated, the projected amount is always the summation of the materials for a given step or work ticket. It also includes any modifications made to the work ticket following its creation and/or release.

• Direct Cost: This field displays the current direct cost amount.

• Total Cost: This field displays the sum of the labor cost, materials, and direct cost projected amounts.

• Hours: The projected hours are determined by comparing the budgeted and current hours. The greater of the two is displayed in this field.

• Labor: The projected labor cost variance is calculated by subtracting the projected labor cost from the budgeted labor cost value.
• Materials: The projected materials variance is calculated by subtracting the projected materials cost from the budgeted materials cost.
• Direct Cost: The projected direct cost variance is calculated by subtracting the projected direct cost from the budgeted direct cost.
• Total Cost: The projected total cost variance is calculated by subtracting the projected total cost from the budgeted total cost.
• Hours: The projected hours variance is calculated by subtracting the projected hours from the budgeted hours cost amount.

• Labor: The variance percentage is calculated by dividing the projected labor cost variance by the budgeted labor cost value.
• Materials: The variance percentage is calculated by dividing the projected materials variance by the budget materials cost value.
• Direct Cost: The variance percentage is calculated by dividing the projected direct cost variance by the budgeted direct cost.
• Total Cost: The variance percentage is calculated by dividing the projected total cost variance by the budgeted total cost amount.
• Hours: The variance percentage is calculated by dividing the projected hours variance by the budgeted hours.

• Labor: The per-unit labor cost is calculated by dividing the projected labor cost by the finished good (parent item) quantity planned.
• Materials: The per unit materials cost value is calculated by dividing the projected materials cost by the finished good (parent item) quantity planned.
• Direct Cost: The per-unit direct cost is calculated by dividing the projected direct cost by the finished good (parent item) quantity planned.
• Total Cost: The per-unit total cost is calculated by dividing the projected total cost by the finished good (parent item) quantity planned.
• Hours: The per-unit hours are calculated by dividing the projected hours by the finished good (parent item) quantity planned.

Select a step number to filter the lines on this tab.