Assignment workbench

The work order production site.

The production site defined on the user record is displayed by default but can be amended.

The analysis period end date.

The version of the product. Major versions might be used where there have been increased or significant changes to the original or previous version. The "form, fit, or function" has changed.

This field is not available for entry if the product code defined in the Product field is not version managed.

The minor version of the product. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

This field is not available for entry if the product code defined in the Product field is not version managed.

This field displays a change request ID if the product, or the specific version or revision of the product is associated with an "active" change request. An active change request is a change request at the planning or implementation stage of the processing cycle. A warning icon is displayed with this field.

The minimum reorder quantity

The minimum reorder quantity is used in the Material Requirements Planning calculations according to the reorder policy. It’s submitted as the calculation quantity in the cost calculations. It represents:

• An economical production quantity
• A cost-effective order quantity
• A minimum order quantity imposed by a supplier

Double-click in the column to display the assignments that are available for an order. The arrow icon indicates that the order is selected.

To clear the selections, click the arrow icon.

The link icon indicates that the resource is available but is not assigned to the need.

Click the icon to assign the resource. To clear the assignment, click the icon in the Assignments table.

The order type that's currently work in progress plus the current status of the order.

The 3-character code represents the type of order that's currently work in progress plus the current status of the order. The first 2 characters are the type of order and the third character is the order status. So WOS is a work order suggestion, WOP is a planned work order, and WOF is a firm work order.

The document type, the document number, and the document line number are used to identify the origin of the stock movement:

• Supplier receipt
• Customer delivery
• Work order
• Receipt movement

Indicates which version of the product applies. Major versions might be used where there have been increased or significant changes to the original or previous version. The "form, fit, or function" has changed.

This field is not populated if the product code defined in the Product field is not version managed.

Indicates which minor version of the product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

This field is not populated if the product code defined in the Product field is not version managed.

This field displays a change request ID if the product, or the specific version or revision of the product is associated with an "active" change request. An active change request is a change request at the planning or implementation stage of the processing cycle. A warning icon is displayed with this field.

The number of early or late days, as calculated from the initial objective date and the current date.

If the difference is positive, the order is early. If the difference is negative, the order is late.

The associated project code. The content can be one of the following:

• A project code
• A project code and a project budget code
• A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of the field includes a character such as an exclamation mark "!", this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

Indicates how the goods needed for the order line are managed.

Normal: As a normal order, from stock.

With a back-to-back order:

• Direct back-to-back order: A purchase order is generated. The supplier delivers the product directly to the customer.
• Receipt direct order: A purchase order is generated. The purchasing department receives the goods and delivers the product to the customer.
• Work order: A work order is generated. The product is manufactured specifically for the customer. The customer code is copied to the work order release line.

The link icon indicates that the resource is assigned to the need.

To clear the assignment, click the icon.

The order type that's currently work in progress plus the current status of the order.

The 3-character code represents the type of order that's currently work in progress plus the current status of the order. The first 2 characters are the type of order and the third character is the order status. So WOS is a work order suggestion, WOP is a planned work order, and WOF is a firm work order.

The document type, the document number, and the document line number are used to identify the origin of the stock movement:

• Supplier receipt
• Customer delivery
• Work order
• Receipt movement

Select Modify from the Actions icon to modify the order details.

Select Modify/Initiate to modify the order details and release the order.

Select Modify/Order (if available) to modify the order details and create the order.

Select Plan/Initiate, Plan/Order, or Plan/Subcontract as available from the Actions icon to plan and create the request, order, or subcontract order.

• Plan/Initiate: If you select Plan/Initiate for a work order suggestion (WOS) the system automatically proposes the routing to be used. If the proposed routing is version-managed, the system selects the routing version that’s valid on the scheduled start date of the work order. You can type in or select a different version of the product to be released (BOM) and the associated routing, if required. The version you choose needs to have an Available to use status on the proposed production start date of the work order. If your selected routing version is not consistent with the calculated work order start date a Routing invalid on the date indicated <date> error is written to the log file. The work order is created with a Planned or Firm status, however it is not scheduled. This is because there's an inconsistency between the work order start date and your selected routing version.
• Plan/Order / Plan/Subcontract:
• If you select Plan/Order or Plan/Subcontract for a suggestion created for a purchase order suggestion by an MRP processing run (FUNMRP / FUNMRPG), MRP selects the preferred supplier for the order site. The default or preferred supplier is defined as the following:
• If the ITMBPSFCY—Supplier-site referencing parameter (ACH chapter, REF group) is set to Mandatory, the default supplier for the product-site record, or the supplier that is not "blocked" and that has the highest priority level defined on the product-site record. Otherwise no supplier is selected.
  
  Note - warningIf the MRP processing run (FUNMRP/FUNMRPG) fails to allocate the default supplier when the ITMBPSFCY—Supplier-site referencing parameter is set to Mandatory, you need to allocate a supplier manually before you can transfer a purchase order suggestion to a firm purchase order.
• If ITMBPSFCY is set to Optional or Not used, and the ITMBPS—Supplier referencing parameter (ACH chapter, REF group) is set to Mandatory, the default supplier for the product record, or the supplier that is not "blocked" and that has the highest priority level defined on the product record. Otherwise no supplier is selected.
Note - tipYou can change the assigned default supplier manually if you need to.
Note - informationYou need to change the default supplier manually if the selected supplier is subsequently blocked.
• If you select Plan/Order for a suggestion created as a result of demand from a Project management material task (order types MTP and MTF), the system automatically assigns available stock if an assignment rule with a standardized project priority is defined for the product.
• If you select Plan/Order for a suggestion created for a subcontract order suggestion by an MRP processing run (FUNMRP / FUNMRPG), MRP selects the preferred subcontract supplier for the order site. The default, or preferred subcontract supplier is defined as the following:
• If the ITMBPSFCY—Supplier-site referencing parameter (ACH chapter, REF group) is set to Mandatory, the default supplier for the product-site record and subcontract BOM code for the selected product-supplier record, or the supplier that is not "blocked", and that has the highest priority level defined on the product-site record with a subcontract BOM code for the selected product-supplier record.
• If ITMBPSFCY is set to Optional or Not used, and the ITMBPS—Supplier referencing parameter (ACH chapter, REF group) is set to Mandatory, the default supplier for the product record and subcontract BOM code, or the supplier that is not "blocked", and that has the highest priority level defined on the product record with a subcontract BOM code for the selected product-supplier record. If the preferred product-supplier has no subcontract BOM code defined, the BOM code defined in the MRP calculation parameters is used.
Note - tipYou can change the assigned default subcontract supplier manually if you need to. If your selected supplier has no subcontract BOM code defined, the "first" subcontract BOM code defined for the product record is assigned.
Note - informationYou need to change the default subcontract supplier manually if the selected subcontract supplier is subsequently blocked.
Note - warningIf the MRP processing run (FUNMRP/FUNMRPG) fails to allocate the default supplier, you need to define a Subcontract BOM code (XBOMALT field) in the Suppliers section of the Products function (GESITM) before you can transfer a suggestion for a subcontract order suggestion to a planned or firm subcontract order.

Select Component availability by date from the Actions icon for a production order to display an overview of projected stock movements for the components of the selected parent product (BOM). If there's a gap between available to promise stock and required stock, the system suggests the first date of availability of the component. The following actions are available from the Actions icon on the component lines:

• Projected stock: Select this action to view the projected stock movements for the component at one or all sites.
• Available stock: Select this action to project the available and available to promise stock for the component at the site in periods of days, weeks, or months.

Select Manual allocations from the Actions icon to allocate the component manually. A screen displays the lines that you can select from.

If the component is already allocated, the allocated lines are displayed. You can modify this selection or delete the allocations by selecting the Clear action.

If the material has not been allocated, or you have deleted the allocations, the system can perform the allocation for you. Select the Proposal action. You can specify a preferred lot, location, or status. The system displays the lines selected for allocation. You can modify these selections if you need to.

Select Allocate from the Actions icon to allocate materials to the firm work order. A WO allocation screen displays a summary of the allocation status for all materials.

• If the work order is not allocated (Allocation status = Not allocated), select a global or detailed allocation type then select Allocate. All the components in the work order are allocated simultaneously.

  • Global allocation does not specify the details of the material stock such as the location or lot to be consumed. It increments the reserved stock of the component and decreases its available stock. At the time of the effective consumption of the materials, the system changes the global allocation to a detailed allocation.

  • Detailed allocation specifies the location for the material consumption. The allocated stock of the material is increased and its available stock is decreased. The locations are determined by the allocation rule set up at product category level.

    After the allocation is performed, the Allocate action remains active and the summary data for the allocation status is updated.

• If the components are allocated (the Allocation status = Complete), the Deallocate action is active. You can make a complete deallocation, where all the materials that were allocated globally or in detail are deallocated. Alternatively you can make a deallocation by type, where the materials are deallocated by allocation type. After the materials are deallocated, the summary data is updated.

  Note - tipYou need to deallocate the materials if you need to modify an allocated component.

• If your selected entry transaction is set to automatically allocate materials when a work order is created, a global allocation is performed simultaneously for all components. As described above, you can view the summary data in the WO allocation screen and deallocate materials or reallocate materials using the Deallocate and Allocate actions respectively.

To view the details of the allocations, select the View action.

You can allocate a specific component from the Actions icon:

• Select Global allocation to perform a global allocation of the selected material.
• Select Manual allocations to manually allocate the selected material. A screen is displayed summarizing all the lines that you can select the allocations such as lot, sublot, version, serial number, and location from.

When the allocation is complete, the Allocation field in the Header section updates in the work order.

Select Scheduling from the Actions icon to schedule the work order. Scheduling is the process of sequencing the operations in time, according to the durations, slack times, and relationships in the work order, or for suggestions, the routing.

A target completion date displays in the Initial objective field. This field is initialized by the completion date defined in the End date field in the work order. This date is for information only. Although it can be amended, it does not affect the scheduling calculations. The number of days to or after the target completion date is also displayed in the Advance/delay field. This figure is calculated at the time of display.

The scheduling process schedules the operations in the defined routing, and if specified, routing version. It also calculates the production start date for the work order if backward scheduling has been defined.

You can specify a start date for an operation so that a work order is not scheduled to start before the materials are available, for example. If an operation's start date has been set, scheduling does not change the date, it will, however, reschedule other operations around this date.

If scheduling results in the production start date being calculated for a date in the past, a warning displays. The system proposes forward, or downstream scheduling from today's date in the Start date field, amending the completion date in the work order End date field accordingly.

When the scheduling information is correctly set, you can use the planning workbench to reschedule, deschedule, or to mark specific operations to be scheduled. Scheduling sets the start and end dates for the operations according to their productive and non-productive setting and operation times.

A Graph action is available when the work order is scheduled to view the relationship and duration of the operations in a graphical format.

A Load action is available to view the work center load in a graphical format.

Select the Available stock action to project the available and available to promise stock for the product at the site in periods of days, weeks, or months.