Work Ticket Class Maintenance

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Select Production Management Setup menu > Work Ticket Class Maintenance.

Overview

Use Work Ticket Class Maintenance to create work ticket classes that define different job types. Multiple classes can be created, for example, for normal production, rework production, for each product line, and for different locations.

User defined fields can be specified for each work ticket class. Some Production Management reports can be grouped by the work ticket class to easily calculate subtotals.

After entering a new work ticket class number, you can click Copy From to copy information from an existing class to use in the new one.

At least one work ticket class must be defined.

Fields

 

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

Enter a description for the work ticket class.

Enter a short description for the work ticket class. The short description appears in Work Ticket Entry, Work Ticket History Inquiry, and in reports when the long description doesn't fit.

Enter an expiration date, or click the Calendar button to select a date from the calendar. The expiration date determines when the work ticket class can be used to create work tickets in Work Ticket Entry.

A work ticket class cannot be assigned to a new record in Work Ticket Entry if the Production Management accounting date is after the work ticket class expiration date.

Leave this field blank to always allow work tickets to be created using the work ticket class.

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 pro-rated 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 an option for the report.

  • Select Sort by Item Code to sort the report by item code.
  • Select None if you don't want to print the report.

This field is available if Auto Issue is selected in the Materials Issue Method field.

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

Select this check box to use the prorated cost for WIP when entering a partial completion against the work ticket in Work Ticket Transaction Entry. For example, if the material cost for 10 items is $100 (unit cost = $10) and you enter a partial completion quantity of 2, when the Work Ticket Transaction Register is updated WIP will be reduced by $20.

Clear this check box to use the total cost for WIP when entering a partial completion against the work ticket in Work Ticket Transaction Entry. For example, if the material cost for 10 items is $100 (unit cost = $10) and you enter a partial completion quantity of 2, when the Work Ticket Transaction Register is updated WIP will be reduced by $100.

This check box is available if Actual or Lower of Budget/Actual is selected at the Cost Completion Method field and Auto Issue or Manual is selected at the Labor Issue Method field and Materials Issue Method field.

Select this check box to automatically release an open work ticket when the work ticket is saved. Clear the check box to manually release a work ticket.

This check box is available when the Auto Release Work Ticket check box in Production Management Options is selected.

Select this check box to allow multiple steps in work tickets. Clear the check box to allow only step 000000 to be created for a work ticket.

Steps identify processes or tasks performed to manufacture a final product or parent item. Informational text, user-defined information, start and due dates, and materials can be defined for each work ticket step.

Step numbers must be numeric.

This field can only be viewed after a work ticket or work ticket template is created using the work ticket class.

Type the increment to use for numbering steps created in Work Ticket Entry when the Next Step Number button is clicked.

The new step number is assigned based on the largest step number existing in the work ticket and the increment entered in this field.

This field is available if the Step Entry check box is selected.

Type the increment for numbering steps created in Work Ticket Entry when sub-steps are created by copying from a Bill of Materials bill number containing option codes with template numbers.

This field is available when the (Integrate with) Bill of Materials check box in Production Management Options and the Step Entry check box in this task are selected.

Select this check box to track completed quantities of the parent item at the step level.

Completed quantities entered in a step represent the number of parent items completed at each step of the production process, and they do not affect the parent item's total quantity completed value on the Work Ticket Entry Header tab.

Completed quantities for work ticket steps can be entered in the Qty Completed field on the Work Ticket Entry Steps tab, Labor Entry, P/O Receipt of Goods Entry, and P/O Receipt of Invoice Entry.

Select one of the following options to define when step text, such as instructions, can be assigned to step records in Work Ticket Entry.

  • Select Step 000000 to enter text for only step 000000.
  • Select No to disable the Step Text button for all steps.
  • Select All Steps to enter unique step text in for each work ticket step. This option is available if the Step Entry check box is selected.

Select one of the following options to define when user defined information can be assigned to step records in Work Ticket Entry. You can add up to five user-defined fields for each work ticket class.

  • Select Step 00000 to enter user-defined information for step 000000 only.
  • Select No to not allow user defined information for all work ticket steps.
  • Select All Steps to enter user defined information for each work ticket step. This option is available if the Step Entry check box is selected.

Select one of the following options to specify the sort order of materials on the Work Ticket Entry Materials tab when the Re‑order Lines button is clicked.

  • Select Item Code to sort materials alphabetically by the item code.
  • Select Find No to sort materials by find number and then by the item code.
  • Select Entry Order to sort materials by the order in which the materials were assigned to the work ticket.

Enter an activity code, or click the Lookup button to list all activity codes.

This activity code is the default value in the Activity Code field in Work Ticket Entry when a step is created manually or when copying from a template that is not assigned an activity code.

A new activity code can be added on the fly if you have the appropriate security setup.

Enter a work center, or click the Lookup button to list all work centers.

This work center is the default entry in the Work Center field in Work Ticket Entry when an activity code is selected but it can be changed to any other work center that exists for that activity code.

A new work center can be added on the fly if you have the appropriate security setup.

Enter the general ledger account number to post the cost of work in process (labor, materials, Accounts Payable direct cost) incurred on open work tickets. Click the Lookup button to list all general ledger account numbers.

Enter the general ledger account number for scrap transactions created in Work Ticket Transaction Entry. Click the Lookup button to list all general ledger account numbers.

The general ledger account number assigned to this field should represent a scrap expense account and is debited during the Work Ticket Transaction Journal/Update.

Enter the general ledger account number to update costs incurred for closed work tickets, or click the Lookup button to list all general ledger account numbers.

Cost transactions for closed work ticket include labor, Accounts Payable direct costs, Purchase Order receipt of goods entries with linked work ticket materials, and Purchase Order variances resulting from receipt of invoice entries with linked work ticket materials.

This account is also updated when a variance exists between actual cost incurred and the recognized value of the finished goods when a closing transaction is updated by the Work Ticket Transaction Journal/Update.

Enter the general ledger account number to update for issued quantities of special items recorded in Work Ticket Entry and updated by the Daily Materials Usage Register/Update.

This general ledger account number is also updated when special item codes are assigned to materials issued transactions created in Work Ticket Transaction Entry and updated by the Work Ticket Transaction Journal/Update.

Enter the description for the user-defined field. The description appears as the user-defined field label in Work Ticket Entry and Work Ticket History Inquiry.

This field is available if an option other than No is selected in the User Defined Info field.

Select one of the following data types for the user defined field.

  • Select String to enter an alphanumeric value.
  • Select Date to enter a date using the MM/DD/YY format.
  • Select Number to enter a numeric value.
  • Select Code to enter a user-defined code class. User-defined code classes are created and maintained in Production Management Options on the User Defined tab.
  • Select Yes, No to display a check box for the field.

This field is available if an option other than No is selected in the User Defined Info field.

If String is selected in the Data Type field, enter the maximum number of characters allowed in the field. Up to 30 characters are allowed in the first user-defined field, and up to 10 characters are allowed in user-defined fields two through five.

This field is available if an option other than No is selected in the User Defined Info field.

If Code is selected in the Data Type field, enter a user-defined code class, or click the Lookup button to list all user-defined code classes.

This field is available if an option other than No is selected in the User Defined Info field.

Select the check box to require a value to be assigned to the user defined field on the Work Ticket Entry Steps tab.

Clear the check box to not require a value to be assigned to the user defined field on the Work Ticket Entry Steps tab.

This field is available if an option other than No is selected in the User Defined Info field.

If Number is selected in the Data Type field, enter the number of digits to the left and right of the decimal to define a format for the field.

For example, type 3.2 in the Mask field to allow users to enter up to 999.99 in the field.

Type the tool tip description that displays when the mouse is placed over the field in Work Ticket Entry.

Enter a description to identify an assignee category. Up to three assignee labels can be defined.

This description appears as the field label in Work Ticket Entry and Work Ticket History Inquiry.

If you don't enter a description in this field, the Assignee field is not available in Work Ticket Entry and Work Ticket History Inquiry.

Select the check box to display a lookup button next to the Assignee field in Work Ticket Entry. Clicking the lookup button opens the Employee List window.

Clear the check box to manually enter up to 10 characters in the Assignee field in Work Ticket Entry.

Select this check box to calculate overhead costs on Accounts Payable invoices associated with a work ticket step.

Clear the check box to not calculate the overhead costs.

This field is available when the (Integrate with) Accounts Payable check box in Production Management Options is selected.

If the Calculate Overhead check box is selected, select one of the following methods to calculate overhead for invoices associated with a work ticket step in Accounts PayableInvoice Data Entry and Manual Check and Payment Entry.

  • Select Percent to calculate overhead as a percentage of the invoice amount.
  • Select Amount to calculate overhead as a flat rate for the invoices.

Important: Changing the overhead type affects the overhead calculation for new invoices and for existing invoices if you make changes to them in A/P Invoice Data Entry or A/P Manual Check and Payment Entry.

If you selected Percent in the Overhead Type field, enter the percentage amount used to calculate overhead on Accounts Payable invoices associated with a work ticket step.

Important: Changing the overhead percentage affects the overhead calculation for new invoices and for existing invoices if you make changes to them in A/P Invoice Data Entry or A/P Manual Check and Payment Entry.

If you selected Amount in the Overhead Type field, enter the overhead amount to apply to Accounts Payable invoices associated with a work ticket step.

Important: Changing the overhead amount affects the overhead calculation for new invoices and for existing invoices if you make changes to them in A/P Invoice Data Entry or A/P Manual Check and Payment Entry.

Enter the general ledger account number to update with overhead costs , or click the Lookup button to list all general ledger account numbers.

An applied overhead general ledger account number should be entered in this field to offset the value updated to the Work In Process account.

The general ledger account assigned to this field is updated by the Accounts Payable Invoice Register.

Select the check box to select the Overhead check box in Work Ticket Entry by default when a material is added to a work ticket step.

Clear the check box to not calculate the overhead costs.

Select one of the following overhead types.

  • Select Percent to calculate materials overhead based on a percentage of the total cost of materials issued.
  • Select Flat Rate to calculate materials overhead as a flat rate, regardless of the quantity issued and cost values.
  • Select Unit Rate to calculate materials overhead as a unit rate for the quantity issued.

Important: Changing the overhead type affects the overhead calculation for new work tickets and for existing work tickets if you make changes to them in Work Ticket Entry or Work Ticket Transaction Entry.

If Percent is selected in the (Materials) Overhead Type field, enter the percentage to use for calculating overhead on materials.

Important: Changing the overhead percentage affects the overhead calculation for new work tickets and for existing work tickets if you make changes to them in Work Ticket Entry or Work Ticket Transaction Entry.

If Flat Rate is selected in the (Materials) Overhead Type field, enter the overhead amount to apply to issued materials.

Important: Changing the overhead amount affects the overhead calculation for new work tickets and for existing work tickets if you make changes to them in Work Ticket Entry or Work Ticket Transaction Entry.

If Unit Rate is selected in the (Materials) Overhead Type field, enter the overhead unit rate to be applied to issued materials. The material overhead cost is calculated by multiplying the issued quantity by the unit rate amount.

Important: Changing the overhead amount affects the overhead calculation for new work tickets and for existing work tickets if you make changes to them in Work Ticket Entry or Work Ticket Transaction Entry.

Enter the general ledger account number to update with the overhead cost, or click the Lookup button to list all general ledger account numbers.

An applied overhead general ledger account number should be entered in this field to offset the value updated to the Work In Process account.

The general ledger account assigned to this field is updated by the Daily Materials Usage Register/Update and the Work Ticket Transaction Journal/Update.