Work Ticket Template Maintenance

Enter a template number, or click the Lookup button to view all template numbers.

Click the Item List button to view a list of all item codes. You can select an item code to use as the template number.

Assign the template number as follows depending on the item type:

• If an inventory item is used as a work ticket parent item, use the inventory item number as the template number.
• If a special item is used as a work ticket parent item, enter an asterisk (*) followed by the special item code as the template number.

If an inventory item will be used to create work tickets and has an associated bill of materials with options, a work ticket template number must exist and be the same as the parent item code. This is so the options specified during Work Ticket Entry have the correct materials configured and incorporated to the work ticket's materials list.

Enter a description for the template.

Enter a revision number or click the Lookup button to list all revision numbers for this template.

Click the Next Revision No. button to enter the next available revision number.

You can maintain multiple revision numbers for each template. The revision with the Current Revision check box selected is used by default. However, you can select a revision that is not current in Work Ticket Entry when copying from a template to create a new Work Ticket.

This field is not available when creating a new template or step number.

Enter a step number or click the Lookup button to view a list of step numbers for this template. Step 000000 is automatically entered when creating a new template and cannot be changed.

For an existing template, click the Next Step No. button to enter the next available step number.

If no work ticket class is assigned to the template, step numbering begins at 000001.

If a work ticket class is assigned to the template:

• You can add steps only if the Step Entry check box is selected in Work Ticket Class Maintenance.
• Step numbering is based on the value in the Auto Step Increment field in Work Ticket Class Maintenance.

Enter a description for the step.

If this field is empty and an activity code is assigned to the step, the activity code description is used.

Select this check box to assign this template revision as the current revision. This check box must be selected for one of the revisions.

Only the current revision of the template is used, even if there are other revisions on file.

This field is available when step 000000 is selected.

Enter a work ticket class code to assign a work ticket class. Click the Lookup button to view all work ticket class codes.

Entering a class code is optional and can be done only for step 000000.

When you assign a work ticket class, some fields in the work ticket template are governed by the class settings entered in Work Ticket Class Maintenance. The user-defined information (UDI) fields created for the work ticket class are available, and step creation options are enforced for the template.

If a work ticket class is not assigned, UDI and extended text fields are not available for the template.

If you assign a make-to-stock work ticket class to a template, the template’s assigned class is used to create work tickets instead of the default work ticket class selected in Production Management Options.

When creating a work ticket, if you enter a work ticket class that is different than the one assigned to the work ticket template, a message asks if you want to continue. You'll have the option to change the work ticket class that is assigned to the work ticket template.

If the current step will be subcontracted to a vendor, or if the step's materials will be purchased from a specific vendor, enter the vendor number. Click the Lookup button to view a list of vendors.

The vendor number assigned to the step is used when creating step cut purchase orders. However, the vendor number does not need to be used when purchase orders are generated to acquire individual parts.

This field is available on steps other than step 000000.

Enter an activity code for the task required to complete the step. Click the Lookup button to display a list of activity codes.

When hours are entered in the Setup Hours or Estimated Hours field, the activity code's standard cost per hour plus overhead percentage/amount is used to calculate the labor and labor overhead portion of the step’s budget cost.

Note When an activity code is assigned to a step and the step Description field is blank, the activity code description is used as the step description, but it can be changed.

Enter a work center or click the Lookup button to view a list of work centers.

This field is available after an activity code has been entered. You must enter a work center that is valid for the activity code entered.

Enter a tool code to specify which tools are intended to be used to complete the step. Click the Lookup button to view a list of tool codes.

Enter a status code to use for the step when creating work tickets. Click the Lookup button to display a list of all status codes.

If an initial status is not entered, new work ticket steps created using this template have a New status.

Select an option to assign the step's production start date when creating a work ticket from this template.

• Select Actual Date to assign the date entered in the Starting Date field as the step’s production start date. Leave the Start Date field empty to avoid assigning a start date to the step.
• Select System Date Plus to calculate the step's start date based on the Production Management accounting date plus the number of days entered in the Number of Days field.

• Select Prev Step Due Date Plus to calculate the step's start date based on the previous step's due date plus the number of days entered in the Number of Days field.

  This option is valid only for steps greater than step 000000.

If you selected Actual Date in the Production Start Date field, enter a starting date for the step. Click the Calendar button to select a date from the calendar.

Leave this field empty to avoid assigning a start date to the step.

If you selected either System Date Plus or Previous Step Due Date Plus in the Production Start Date field, enter the number of days past the applicable date to calculate the step's start date.

Select an option to assign the step's due date when creating a work ticket from this template.

• Select Actual Date to assign the date entered in the Due Date field as the step’s due date. Leave the Due Date field empty to avoid assigning a due date to the step.
• Select System Date Plus to calculate the step's due date based on the Production Management accounting date plus the number of days entered in the Number of Days field.

• Select Prod Start Date Plus to calculate the step's due date based on the previous step's production start date plus the number of days entered in the Number of Days field.

If you selected Actual Date in the Production Due Date field, enter a due date for the step. Click the Calendar button to select a date from the calendar.

Leave this field empty to avoid assigning a due date to the step.

If you selected either System Date Plus or Prod Start Date Plus in the Production Due Date field, enter the number of days past the applicable date to calculate the step's due date.

Enter the name of the person or work group to whom the work ticket step should be assigned.

About assignment fields: 

• If a work ticket class is associated with the template, the assignment fields that appear are based on the user-defined Assignee fields set up for the associated class in Work Ticket Class Maintenance.
• If the work ticket class has no Assignee fields set up, the Assignment area of this tab is empty.
• If there is no work ticket class associated with the template, the labels Assign to 1, Assign to 2, and Assign to 3 are used.
• If the Validate check box for the Assignee field is selected in Work Ticket Class Maintenance, a valid employee number from the P/M Employee file must be entered.

The values entered in these fields are the default entries in Work Ticket Entry. The exception is if the Validation check box is selected in Work Ticket Class Maintenance, and the value entered is not a valid employee number in the P/M Employee file.

Enter the number of hours needed to complete the setup of this step.

The hours in this field are included in the automatic calculation of the step's budget labor cost by multiplying the hours by the standard cost per hour (factored by overhead) from the step's activity code.

If the step has a scaling option assigned, the scaling option is not considered in this calculation.

If the template has multiple steps, the total hours for all steps can be recorded in default step 000000 or in each individual step.

Important To avoid overstating hours, do not enter the total hours for all steps in default step 000000 and enter hours for individual steps.

Enter the estimated number of hours needed to complete the step.

The hours in this field are included in the automatic calculation of the step's budget labor cost by multiplying the hours by the standard cost per hour (factored by overhead) from the step's activity code. If the step has a scaling option, enter the estimated hours as they relate to the step’s scaled quantity.

If a template has multiple steps, the total estimated hours for all steps can be recorded in default step 000000 or in each individual step.

Important To avoid overstating estimated hours, do not enter the total hours for all steps in default step 000000 and enter hours for individual steps.

Enter the labor cost for this template or use the automatically calculated amount. If setup hours or estimated hours are entered, the budget labor cost is automatically calculated by multiplying the hours by the activity code's standard rate per hour, and then the overhead and variable overhead rate from the activity code are factored.

Note When a template is used to create a work ticket or step, the budget is copied to the work ticket from the template, unless a calculated budget is specified. Whether the step has a manual or calculated budget, when scaled, the work ticket’s budget labor cost is also scaled based on the template's specified labor scaling option.

Enter the cost of materials for this template. After required work ticket materials and quantities are entered on the Materials tab, the materials budget cost can be automatically calculated by clicking the Recalc Budget button.

The materials budget is calculated by multiplying the required work ticket part quantities by either the default parts cost specified in Production Management or the standard cost if an inventory item uses standard cost valuation.

For inventory items, the cost is based on the item's standard unit of measure.

Note When a template is used to create a work ticket or step, the budget cost is copied to the work ticket from the template unless a calculated budget is specified. Whether the step has a manual or calculated budget, when scaled, the work ticket’s budget material cost is scaled based on the template’s scaling factor.

Select a scaling method to specify the calculation method to use in conjunction with the specified scaled or production run quantity when creating the material quantities required, estimated labor hours, and budget costs for the work ticket step.

The scaling methods and quantities apply only when creating a work ticket with a parent item quantity ordered.

Specify one of the following scaling methods to use for each step in the work ticket template.

• Select No Scaling to use the estimated hours, budget costs, and required work ticket part quantities that are defined in this work ticket template.

• Select Production Run to manually enter a quantity in the Production Run field.

  This option is best if a parent item requires large production runs with smaller hours requirements. Enter the number of parent items that are produced in the Production Run field for the template step’s estimated hours, budget costs, and required parts quantities (or the Bill of Materials required component quantities multiplied by the Production Run quantity).

• Select No. of Parents per Template to calculate the scaled quantity as the labor hours, parts quantity, and budget cost requirements that are needed for the step to produce the scaled quantity of parent items.
• Select No. of Templates per Parent to calculate the scaled quantity as the number of bills and/or templates needed to produce one parent item.

Enter the quantity for a production run that reflects how many parent items are produced for the work ticket template step’s estimated hours, budget costs, and required parts quantities (or Bill of Materials component quantities required multiplied by the Production Run quantity).

This field is available if Production Run is selected in the Method field.

Select the Labor check box to use labor scaling.

In the Quantity field, enter the estimated number of labor hours required for the step to produce the parent items.

• If the No. of Parents per Template scaling method is selected, the scaled quantity should represent the labor hours and budget cost requirements for the step that are needed to produce the scaled parent items.
• If the No. of Templates per Parent scaling scaling method is selected, the scaled quantity represents the number of bills and/or templates that are needed to produce one parent item.

This field is available if either No. of Parents per Template or No. of Templates per Parent is selected in the Method field.

Select the Materials check box to use materials scaling.

In the Quantity field, enter the quantity for the materials required for the step to produce the quantity of parent items.

• If the No. of Parents per Template scaling method is selected, the scaled quantity should represent the quantity of required work ticket parts for the step that are needed to produce the scaled quantity of parent items.
• If the No. of Templates per Parent scaling method is selected, the scaled quantity should represent the number of bills and/or templates that are needed to produce one parent item.

This field is available when either No. of Parents per Template or No. of Templates per Parent is selected in the Method field.

Enter the inventory, miscellaneous, or special item needed for the step.

• Click the Lookup button to display a list of inventory items.
• To display a list of all miscellaneous item codes allowed in a work ticket, enter a forward slash (/) and press the F2 function key.
• When assigning a special item code, enter an asterisk (*) followed by the code.

Note Special item costs are not stored in work ticket templates. The unit cost value for special items can be entered for the line item record after the work ticket is created.

If an inventory or miscellaneous item is not on file, the item can be created on the fly if you have the appropriate security setup.

Note You can enter multiple instances of the same item code for a step.

Enter the quantity of the work ticket materials needed for the step based on one of the following rules:

• If the item is flagged as scaled, or the template step's scaling method is set to Production Run, enter the quantity of the item needed to complete the step based on the step's scaled quantity or production run quantity.
• If the step or the material is not scaled, the item's required quantity is copied into the work ticket as-is regardless of the number of parent items ordered.

Select this check box to indicate that the item is usually purchased specifically for the work ticket. If a vendor number is assigned in Work Ticket Template Maintenance, this check box is automatically selected.

Enter a description for the item code. For inventory item codes, the description and extended description from Item Maintenance are automatically entered, but they can be changed. For miscellaneous item codes, the description from Miscellaneous Item Maintenance is automatically entered, but it can be changed.

If a template is created by copying from an open or historical work ticket, the item description and extended description assigned to the item is copied to the new work ticket template step.

Enter a comment.

Select the Scale check box to calculate the item's required quantity based on the template's scaling rules when a work ticket is created.

If the template step has a scaling method specified in this task, the Scale check box is automatically selected, but it can be cleared to allow scaled and non-scaled work ticket parts in a work ticket template step.

The exception is if Production Run is the selected scaling method. The Scale check box is then selected and cannot be cleared. All work ticket materials for a production run scaling method template step must be scaled.

If the Scale check box is selected for a work ticket template part, and a work ticket is created by copying the work ticket template, the quantity required for the work ticket part is calculated using the scaling method, the scaled quantity, or the production run value entered in the template along with the parent item's quantity ordered.

If the Scale field is not selected, the quantity required for the work ticket part is copied from the template regardless of the scaling rules and quantity of parent items.

If a bill number is entered in the Item Code field, select this check box to populate the work ticket step with the components assigned to the bill number.

When revisions are used in Bill of Materials, the assigned bill number's revision 000 must exist in order for the bill components to populate the work ticket's step materials list. If multiple revisions exist for the bill, the current revision assigned to the bill number is used to generate the work ticket step materials list.

If a multilevel bill number is assigned to a work ticket template step, components from the bill are brought forward to the work ticket at the highest level. Indented bill items (subassemblies) are not exploded.

Phantom blow through bills are supported in Production Management. A bill component that is a phantom bill explodes the bill components to the work ticket step. Miscellaneous charges and comments assigned to a bill number are not copied to the work ticket step.

Tip For subassemblies in multilevel bills, create separate templates for each subassembly, or assign multiple steps in the template for each subassembly.

Enter a number to track and identify a part. The find number can be used as a reference when matching specific items to an engineering drawing.

This field displays the item's extended current cost. The current unit cost is based on the selection in the Default Materials Budget Cost field in Production Management Options. The current cost value is calculated by multiplying the quantity required by the current unit cost.

The following exceptions apply to the calculation of the current cost value.

• If the standard cost valuation method is assigned to an inventory item, the standard cost is always used to calculate the current extended cost, regardless of the Default Materials Budget Cost field.
• If the PO check box is selected, the item’s last cost is used to calculate the extended cost.
• For miscellaneous items, the value entered in the Standard Unit Cost field in Miscellaneous Item Maintenance is used to calculate the extended cost.

Note Because cost values are displayed and not stored in work ticket templates, the current cost for special items is not available.

The standard unit of measure appears for inventory items and cannot be changed.

The unit of measure assigned to a miscellaneous item in Miscellaneous Item Maintenance displays for miscellaneous items and cannot be changed.

This field is not available for special items.

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

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

This field displays the accounting date when the attachment was added and can only be viewed.

This field displays the user code for the user who added the attachment and can only be viewed.

This field displays the attachment category.

Click anywhere in the attachment's row to open the Edit Template Attachments window and select a different category.

This field is available if there are attachment categories set up in Attachment Category Maintenance.

Enter a description for the attachment.

This field displays the location of the attachment file.

Click anywhere in the attachment's row to open the Edit Template Attachments window and enter a different file location.