Work order

The planning site for the work order. The planning site and production site can be different.

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

The work order production site.

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

The work order reference. You can leave this field blank to generate the next sequential work order number.

To amend an existing work order, select the Selection icon then select the work order you need from the displayed list.

Indicates if the work order is for an "in design" product. An "in design" product was created from a product design BOM revision. It has a New product in design mode warning displayed in the home section of the parent product.

The initial work order status: Firm or Planned.

Planned orders cannot be allocated, printed, or tracked. They can be scheduled and can be respected by the Material Requirements Planning (MRP) process.

The release mode for the work order. The transaction you select determines which of the following values are available for selection and what controls are applied to your selected value.

Complete: Both components and routing operations are added to the work order. The list of components from the bill of material (BOM) record and the operations in the routing are loaded automatically. The default order for the list of components reflects the order of the components in the BOM but can be amended.

Materials only: Initially, only components are added to the work order. If the selected transaction is set to To be completed, you need to define a routing number before you can start tracking the work order. You can release the work order without routing information if the selected transaction is set to Complete.

Operations only: Initially, only routing operations are added to the work order. If the selected transaction is set to To be completed, you need to define component requirements before you can start tracking the work order. You can release the work order without components if the selected transaction is set to Complete.

The code of the product to be released. The product code needs to be valid for the defined production site.

Certain criteria apply to the selected product before it can be processed. It needs to be a manufactured product, as defined by the product category, held in stock, as defined by the stock management mode, and be active, as defined by the product status. The bill of material (BOM) defines the materials, the components and ingredients needed to manufacture the product, and whether it's printed on pick lists.

To add an unplanned by-product or secondary product to the work order, select the next line in the table then from the Actions icon, select Addition of a by-product. A by-product is a product that will be produced as a secondary result while making the main product. For example, if a component is cut from sheet metal, the offcuts can be returned to stock to be used for smaller components.

The current 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.

You can enter a different version of the product. This field is not available for entry if the product code defined in the Product field is not version managed.

The current 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.

You can enter a different version of the product. 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 release volume or mass unit of measure for the product for the order. The unit and any applicable unit conversion are defined for the product on the product record.

Multiple bills of material (BOMs) can be defined for a single product. Each BOM code can be assigned specific management features. For manufactured or subcontracted products this includes restriction of the BOM to a specific site and to specific areas of functionality (for costing or for capacity planning).

The first valid BOM code for the product at the production site is displayed by default.

Links production of the product with a specific project.

You can enter one of the following:

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

If the value of this 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 budget structure or the project operational (task) 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."

The lot to assign to the released product, based on the product management mode.

If the product is managed with automatic lot numbers, the lot number is assigned when the work order is created.

The type of product that's on the order line.

Product: A manufactured product. An order line is generated for the parent product and for each component in the bill of material (BOM).

By-product: A secondary product. An order line is generated for the product.

Indicates if the work order line was created as a back-to-back order from a sales order.

Yes: The work order released product line was created to meet a product line in a demand order.

No: The work order released product line was added to the work order manually.

The analytical dimensions are initialized in compliance with the Default dimensions setup. Entry or modification of an analytical dimension is determined by the selected entry transaction.

When an analytical dimension is used for tracking Project management costs in finance from work orders, the assigned Project code (PJT) determines the Project analytical dimension (CCE(n)).

For any subsequent product lines on a work order, project analytical dimensions for the released product are initialized for the assigned project, whereas the components in the bill of material (BOM) and routing operations are initialized for the project assigned to the first released product line on the order.

The scheduling method for the work order.

Backward: With "backward" or upstream scheduling, the system calculates the production start date (Start date field) from the end or completion date (End date field).

Forward: With "forward" or downstream scheduling, the system calculates the completion date (End date field) from the defined production start date (Start date field).

These calculations rely on the production lead time, reduction factor, and economic quantity defined on the product-site record.

The planned production start date. The date is determined by the Scheduling mode:

• Forward scheduling respects this date. You need to enter the date.
• Backward scheduling respects the defined End date. Leave this field blank. The system calculates the date from the production lead time, reduction factor, and economic quantity defined on the product-site record.

The end or the work order completion date. The date is determined by the Scheduling mode:

• Backward scheduling respects this date. You need to enter the date.
• Forward scheduling respects the defined Start date. Leave this field blank. The system calculates the date from the production lead time, reduction factor, and economic quantity defined on the product-site record.

The operation lead-time is used during launch and in the MRP calculations. It’s used to calculate the date of the component or material requirement with respect to the production start date of the parent product.

It’s expressed in calendar days. You can enter a negative value.

Based on the selected transaction, increases or decreases the lead times for all the work order operations.

By default, the lead time reduction rate suggested is defined by the GPERCOMP—% default LT reduction parameter (GPA chapter, LOA group).

The times affected by the reduction are defined by the GTPSCOMP—Lead-time reduction parameter (GPA chapter, LOA group).

If the lead time reduction percentage is represented by x, and if x is between 1 and 100 (ranges included), times are decreased by x%. If x is greater than or equal to 101, times are increased by (x - 100)%.

The Allocation (materials), Scheduling, and Status fields display a status for the work order. These fields update automatically.

The current status or progress of the work order displays in the Scheduling and Status fields. Selected combinations to note are as follows:

• Not scheduled and Pending: The work order is awaiting scheduling. You cannot submit it for scheduling in Production Scheduler, Sage X3 Web Scheduling or in any web scheduling solution developed by an ISV (independent software vendor).
• Scheduled and Pending: The work order is scheduled but has not actually been submitted for scheduling.
• Scheduled and Being optimized: The work order is being scheduled. It was submitted for scheduling. At these statuses you cannot modify the work order.
• Optimized and Pending: The scheduler has optimized the work order operations.

The work order allocation values are defined in the 336 local menu.

The scheduling status values are defined in the 335 local menu.

The work order status values are defined in the 339 local menu.

The Allocation (materials), Scheduling, and Status fields display a status for the work order. These fields update automatically.

The current status, or progress of the work order displays in the Scheduling and Status fields. Selected combinations to note are as follows:

• Not scheduled and Pending: The work order is awaiting scheduling. You cannot submit it for scheduling in Production Scheduler, Sage X3 Web Scheduling or in any web scheduling solution developed by an ISV (independent software vendor).
• Scheduled and Pending: The work order is scheduled but has not actually been submitted for scheduling.
• Scheduled and Being optimized: The work order is being scheduled. It was submitted for scheduling. At these statuses you cannot modify the work order.
• Optimized and Pending: The scheduler has optimized the work order operations.

The work order allocation values are defined in the 336 local menu.

The scheduling status values are defined in the 335 local menu.

The work order status values are defined in the 339 local menu.

The Allocation (materials), Scheduling, and Status fields display a status for the work order. These fields update automatically.

The current status, or progress of the work order displays in the Scheduling and Status fields. Selected combinations to note are as follows:

• Not scheduled and Pending: The work order is awaiting scheduling. You cannot submit it for scheduling in Production Scheduler, Sage X3 Web Scheduling or in any web scheduling solution developed by an ISV (independent software vendor).
• Scheduled and Pending: The work order is scheduled but has not actually been submitted for scheduling.
• Scheduled and Being optimized: The work order is being scheduled. It was submitted for scheduling. At these statuses you cannot modify the work order.
• Optimized and Pending: The scheduler has optimized the work order operations.

The work order allocation values are defined in Local menu 336.

The scheduling status values are defined in Local menu 335.

The work order status values are defined in Local menu 339.

The routing code describes the process involved in manufacturing or processing a product. It describes the sequence of operations and tools that are involved in producing or processing a particular product.

The routing code matches the product code. The product code can be a manufactured product, a bill of material, or a generic reference to a parent routing that's linked to several products.

By default, the system presents the first valid production routing for the released product at the production site unless the product is not linked to a standard routing, in which case this particular routing is submitted.

Select the Selection icon to open the list of valid routings for the released products.

A control is performed to check consistency between the following:

• The routing and BOM codes
• Material assignment operations and routing operations. A warning encourages the user to enter the modifications that are neededS.

The version of the routing that applies on the scheduled start date (Start date field), if the selected routing is version managed. You can enter a different routing version.

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 displayed routing code is not version managed.

The minor version of the routing. 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 displayed routing code is not version managed.

Select Product notes from the Actions icon to open a window displaying notes associated with the product.

This information can relate to product availability, additional or substitute products, or a promotional message.

This window could open automatically depending on the setup defined when creating the notes.

Select Addition of a by-product from the Actions icon to add an unplanned by-product or secondary product to the work order. A by-product is a product that's produced as a secondary result while making the main product. For example, if a component is cut from sheet metal, the offcuts can be returned to stock to be used for smaller components.

A component that's needed to produce the product. The list of components loads automatically from the bill of material (BOM) record. The default order for the list of components reflects the order of the components in the BOM, but can be amended.

The CUMMAT—Material total mode parameter (GPA chapter, WOM group) defines whether components that appear multiple times are consolidated onto a single line, and at which stage in the process.

Indicates which version of the component 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 component code defined in the Component or Material field is not version managed.

Indicates which minor version of the component 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 component code defined in the Component or Material field is not version managed.

This field displays a change request ID if the component, or the specific version or revision of the component 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 quantity of the component needed to produce the released product. This figure is calculated from the planned quantity (Release qty field) and the component quantity defined on the bill of material (BOM) record. This value can be modified.

Many factors affect the availability of a component such as demand and replenishments, free stock, and lead times. This date is calculated by your system. It’s the suggested earliest date when the availability of the component can cover, in full, the required quantity. The calculation observes the following principles when determining each "first availability" date:

• It recognizes existing assignments.
• It consumes any free or available stock (where Free stock = Physical stock - Allocated stock - Assigned stock).
• It considers expected receipts.
• It determines if unassigned stock awaiting partial assignment to an order can be used.
• It makes minimal changes to existing assignments.
• Where shortages (calculated as Demand - Allocated stock - Assigned stock > 0) exist, it runs the calculation based on the lead time for the shortage only.

Indicates if the component is stored in stock.

Physical: This is a physical component. Quantities are stored in stock.

Active: This is an active component such as nails or staples. Quantities are not stored in stock.

The quantity of the component that's outstanding for the work order to be completed.

Assigns the component to a specific operation in a production routing, according to the manufacturing requirements.

The percentage of the component that you expect to be scrap or lost during the production process.

Inquiries can display the following figures:

• Net quantities: The loss or scrap percentage is not included in calculations of the quantity needed to produce a parent product.
• Gross quantities: The loss percentage is included in calculations of the quantity needed to produce a parent product.

The component type.

Normal: A component defined on the bill of material.

By-product: An unplanned by-product or secondary product.

Text: Free-format text.

Costing: When a value is calculated for the provisional cost and the production cost price of the parent product.

Informs warehouse staff of any actions that apply when the component is picked for issue. You can select one of the following actions:

• Component not weighed at station. Setup level and weighing tolerance fields are disabled.
• Component weighed at station
• Component weighed in production
• Excipient phase at station
• Excipient phase in manufacturing
• Final work order excipient phase at station
• Final work order excipient phase in manufacturing
• Material correction at station. Blank option is available for Setup level.
• Material correction in manufacturing. Blank option is available for Setup level.
• QFS at end of manufacture

This field supports changes to a component line and changes to the work order header.

Changes to the work order header information can result in the products to be released being reloaded with the default information from the BOM record. This results in any previous changes to the components being removed. Changes include editing the work order start date or the planned quantity.

Use this field to explain the reason you made the change. This provides traceability by writing details to the Work order-component audit table (MFGMATREV). The audit details include the revision reason from this field, a revision code, and key details from the component line.

The analytical dimensions are initialized in compliance with the Default dimensions setup. Entry or modification of an analytical dimension is determined by the selected entry transaction.

When an analytical dimension is used for tracking Project management costs in finance from work orders, the assigned Project code (PJT) determines the Project analytical dimension (CCE(n)).

For any subsequent product lines on a work order, project analytical dimensions for the released product are initialized for the assigned project whereas the components in the bill of material (BOM) and routing operations are initialized for the project assigned to the first released product line on the order.

Select Material detail from the Actions icon to do the following:

• Add or amend selected details for the component using the standard screen display mode.
• Change the component to a different component. Select the Replace action, select the component, then update the component details.

Select Exclude line from the Actions icon to exclude or cancel the component. To reinstate the canceled component, select Reactivate.

Select Global allocation from the Actions icon to perform a global allocation of the selected component. Global allocation does not specify the details of the stock to be consumed, such as the location or lot. Global allocation simply increments the reserved stock for the component and decreases its available stock. When the materials are consumed, the system changes the global allocation to a detailed allocation.

Select Manual allocations from the Actions icon to manually allocate the selected component. A screen is displayed summarizing all the lines from which allocations can be selected. These include the lot, sublot, version, serial number, and location.

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

If the material has not been allocated, or you’ve 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 the selections if needed.

Select View allocation from the Actions icon to view the allocations for the selected component.

Select Tracking status from the Actions icon to view, in summary, the quantities of the component in progress for the work order.

The screen summarizes the line status (pending, in process, completed), the planned and consumed quantities, the material allocation status (global, detailed allocation, with or without shortage), and specifies whether negative stock is authorized for the component or not. If the component is allocated, the system can submit the allocation detail inquiry by quantity, lot, location, and stock status.

Select Revision history from the Actions icon to view a history of key changes to the selected component. This action is only active if the changes were saved.

The revision history can include a revision reason, a revision code, and key details from the component line. The current details for the selected component are displayed on the first line of the table. Amended fields are highlighted.

Select Add unexpected material from the Actions icon to add an unplanned component. If the work order is already allocated, you need to enter the details.

Select Add sub-assembly (phantom) from the Actions icon to add a phantom product to the work order. The system explodes the selected product to insert its components. If one of the components is a phantom component, the system checks the availability of stock at the time of release. If sufficient stock exists to at least partially cover the requirement, the system proposes the stock is consumed. The phantom and its components are displayed in the list of components.

The scheduling mode defined on the Header.

• Backward scheduling respects the defined End date field.
• Forward scheduling respects the defined Start date field.

Indicates the current stage of the work order in the scheduling process.

Identifies the production resource to use for the operation.

Enter from the Work centers table, the code of the resource to be used for the operation.

Identifies the date that the operation needs to start. The date is determined by the Scheduling mode and by the Scheduling status fields.

• If the work order is Not scheduled, the operation's start date matches the start date for the work order as defined in the Header section.
• If the work order is Scheduled, the operation's start date is the earliest date that the operation can start according to the scheduling process. The date is determined by the sequence of operations in time according to the durations, slack times, and relationships in the routing.

Identifies the date that the operation needs to be completed. The date is determined by the Scheduling mode and by the Scheduling status fields.

• If the work order is Not scheduled, the operation's end date matches the end date for the work order as defined in the Header section.
• If the work order is Scheduled, the operation's end date is the latest date the operation can be completed according to the scheduling process. The date is determined by the sequence of operations in time according to the durations, slack times, and relationships in the routing.

Operation start dates are scheduled according to the scheduling rules, as determined by the Scheduling mode and the Scheduling status fields. However, the operation should only be scheduled to start on a date when the full quantity of each component needed for the operation is available. This date is calculated by your system. It’s a suggested earliest date when the full quantity of each component needed for the operation is available.

Many factors affect the availability of a component such as demand and replenishments, free stock, and lead times. The calculation observes the following principles when determining each component "first availability" date and therefore the associated operation "earliest start" date:

• It recognizes existing assignments.
• It consumes any free or available stock (where Free stock = Physical stock - Allocated stock - Assigned stock).
• It considers expected receipts.
• It determines if unassigned stock awaiting partial assignment to an order can be used.
• It makes minimal changes to existing assignments.
• Where shortages (calculated as Demand - Allocated stock - Assigned stock > 0) exist, it runs the calculation based on the lead time for the shortage only.

Use this field to modify the start date of a scheduled operation, thereby forcing the start date of the operation in the scheduling process.

Use this field to modify the start time of a scheduled operation, thereby forcing the end date of the operation in the scheduling process.

The number of this particular production resource that's needed for the operation. You can amend this figure.

The planned quantity expressed in the operation unit.

The time that it takes for the machinery to be set up ready for use. The time is expressed in the defined time unit. The time can be zero.

The time that it takes for the machinery to execute the operation. The time is expressed in the defined time unit.

The time it takes to perform the operation for the number of items needed, as defined in the Planned quantity field.

The operating time:

• Is defined in hours or minutes (Time unit field)
• Is expressed for 1, 100, 1,000 or a lot of units of the operation based on the management unit

• Can be proportional or fixed based on the operating time type.

  Example

  Time unit = Hours
  Time type = proportional
  Management unit = Time for 100
  Operating time = 2
  Operating unit = kg
  Finished product unit = Un
  REL-OPE conversion coefficient = 0.5

  The operation time = 2 hours for 100 kg.
  If the work order is launched for 1,000 units of the finished product, the time needed for the operation is 10 hours to obtain 500 kg.

The total non-productive time. This is the sum of preparation time, waiting time, and post operation time.

Non-productive, or delay time occurs after a process was completed on a machine and until the machine can next be used. It can be either transit time or breakdown time. Non-productive time is not taken into account as workload on the work station.

Identifies the production resource to use for the subcontracted operation.

Enter from the Work centers table, the code of the subcontract resource to use for the operation.

Identifies the service to be carried out by the subcontractor to execute the operation.

Associates a labor work center with the machine, such as a labor work center that relates to the crew that operates the machine.

The number of this particular labor resource that's needed for the operation.

This field supports changes to an operation in a versioned routing, and changes to the defined routing or routing version, which results in the operations being reloaded from the new routing record.

Use this field to explain the reason you made the change. This provides traceability by writing details to the Work order-component audit table (MFGOPEREV). The audit details include the revision reason from this field, a revision code, and key details from the component line.

The analytical dimensions are initialized in compliance with the Default dimensions setup. Entry or modification of an analytical dimension is determined by the selected entry transaction.

When an analytical dimension is used for tracking Project management costs in finance from work orders, the assigned Project code (PJT) determines the Project analytical dimension (CCE(n)).

For any subsequent product lines on a work order, project analytical dimensions for the released product are initialized for the assigned project, whereas the components in the bill of material (BOM) and routing operations are initialized for the project assigned to the first released product line on the order.

Select Operation detail from the Actions icon to add or amend the details for the operation using the standard screen display mode.

The possible operation grouping criteria used by the optimization or scheduling functions is accessed from this screen.

Select Exclude line from the Actions icon to exclude or cancel the operation. To reinstate the canceled operation, select Reactivate.

Select Tracking status from the Actions icon to view, in summary, the quantities and operation times for the operation.

The screen summarizes the operation status (pending, in process, completed), the planned and actual quantities, and the planned and actual times for subcontract operations, as well as any relevant information related to the subcontract operations.

Select Text from the Actions icon to view, enter, or modify text associated with the operation. For example, information describing how to use the workstation, how to merge colors, how to use tools, the torsional movement to fix a screw.

Select Revision history from the Actions icon to view a history of key changes to the selected operation. This action is only active if the changes were saved.

The revision history can include a revision reason, a revision code, and key details from the component line. The current details for the selected component are displayed on the first line of the table. Amended fields are highlighted.

Select Additional operation not expected from the Actions icon to add an unplanned operation.

Controls label printing.

Manual: Labels are printed on demand using the Labels action.

Automatic: Labels are printed when progress is recorded using the Production tracking function (GESMTK).

Controls label printing.

Manual: Labels are printed on demand using the Labels action.

Automatic: Labels are printed when progress is recorded using the Production tracking function (GESMTK).

This action is available if the order is at Firm status and allocated at least globally. If some materials are in shortage, folder printing is only possible if these materials authorize shortages (the Release if shortage checkbox in the Manufacturing section of the product-site record is selected).

Select the WO documents action to start printing the production folder. The documents to be printed are defined in the selected entry transaction.