Work order

Type in or select the planning site for this 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.

Type in or select the production site at which this work order is to be processed.

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

Type in a reference for this work order, or leave this field blank to generate the next work order number (unique ID) on file.

To amend an existing work order select the Selection icon then choose the required work order from the displayed list.

This checkbox is selected if this work order is for an "in design" product, that is, the product has been created from a product design BOM revision and has a New product in design mode warning displayed in the home section of the parent product.

You cannot create this prototype work order to cover demand for a sales order.

Use this field to set the initial status for this work order as "Firm" or "Planned." Planned orders can not be allocated, printed, or tracked. They can, however be scheduled, and can be respected by the Material Requirements Planning (MRP) process.

Use this field to define the release mode for this 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 mandatory for this work order. The list of components from the bill of material (BOM) record and the operations in the routing will be 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 mandatory for this work order. If the selected transaction is set to "To be completed" you need to define a routing number before you can start tracking this work order; you can release this work order without routing information if the selected transaction is set to "Complete."

Operations only: Initially, only routing operations are mandatory for this work order. If the selected transaction is set to "To be completed" you need to define material (component) requirements before you can start tracking this work order; you can release this work order without material requirements if the selected transaction is set to "Complete."

This field displays a line number in this particular grid.

Type in or select 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 (product category), held in stock (stock management mode), and be active (product status). The bill of material (BOM) defines the materials (components, ingredients) required to manufacture this product, and whether it is printed on Pick lists.

To add an unplanned by-product or secondary product to this 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.

This is the description from the product record.

The current version of this product is displayed:

• Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed.
• 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 type in, or select a different version of this product, if required. 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 this product, or the specific version or revision of this 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.

If a warning icon is displayed, put your work order on hold until the relevant change request has been closed. At that point a change to this product will have either been seen through to its conclusion and the change delivered, or the change request rejected. You are always authorized to progress this work order should you decide to do so.

This field tracks the progress and status of this work order line. You cannot modify it.

This field displays the release unit of measure (volume or mass) for this product for this order. This unit and any applicable unit conversion are defined for this product on the product record.

 You cannot create this prototype work order to cover demand for a sales order.

This field displays the planned quantity. The quantity is expressed in the release unit. The base quantity for this product defined on the bill of material (BOM) record is loaded by default but can be amended.

This field displays the product-specific conversion factor applied between the stock unit and the release unit of measure. This unit conversion is defined for this product on the product record.

This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes, etc.

This field displays the planned quantity. The quantity is expressed in the stock unit.

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 this product at this production site is displayed by default.

This field displays the short description of the bill of material (BOM) code.

Use this field to link production of this product with a specific project.

Type in, or select from the Projects table, 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 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."

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

This is the lot to be assigned to the released product, based on the product management mode.

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

Use this field to identify the destination for this product. This can be a site or a customer.

Use this field to define the site or customer to ship this product to. The appropriate reference is determined by the value of the Ship-to type field (field BPCTYPDEN).

This field displays the destination site name, or the destination corporate or company name. The appropriate reference is determined by the value of the Ship-to type field (field BPCTYPDEN).

This is the journal number at the origin of the requirement.

Use this field to type in a short free-format description or reference for this order.

This field displays the type of product that is on this order line.

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

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

The loss percentage corresponds to the production loss reported with each operation. The quantity to be produced at the next operation is decreased by this reported average loss.

Operator in charge of performing the production planning or product ordering.

This field indicates if the work order line has been created as a back-to-back order from a sales order.

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

No: The work order released product line has been 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 (field PJT) determines the Project analytical dimension (field 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.

 A modification to the Project code (field PJT) can result in the Project analytical dimension code (field CCE(n)) being reinitialized.

Use this field to define the scheduling method for this work order.

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

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

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

The transaction you select determines if this field is available for entry.

This field identifies the planned production start date for this work order. The date is determined by the Scheduling mode:

• "Forward" scheduling respects this date. You need to, therefore, define this date manually.
• "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.

This field identifies the end or required completion date for this work order. The date is determined by the Scheduling mode:

• "Backward" scheduling respects this date. You need to, therefore, define this date manually.
• "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 is used to calculate the date of the component (material) requirement with respect to the production start date of the parent product.

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

Example: A work order has a start date of June 26:

• If the operation lead-time is 7 days, the material requirement date will be calculated on July 3 (June 26 + 7 days).
• If the operation lead-time is -7 days, the material requirement date will be calculated on June 19 (June 26 - 7 days).

Based on the chosen transaction, use this field to increase or decrease the lead times for all the WO operations.

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

The times affected by this reduction are those defined by the general parameter GTPSCOMP-Lead-time reduction (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)%.

Use this field to assign a priority to this work order.

This field displays the planned quantity. The quantity is expressed in the stock unit.

This field displays the release unit of measure (volume or mass) for the products on this order. This unit and any applicable unit conversion are defined on the product record.

The Allocation (materials), Scheduling, and Status fields display a status for this work order. These fields are updated automatically by the system.

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

• "Not scheduled" and "Pending." The work order is awaiting scheduling. It cannot be submitted 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 (has been submitted for scheduling). At these statuses you cannot modify the work order.
• "Optimized" and "Pending." The work order operations have been optimized by the scheduler.

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.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the generic Finite scheduler interface.

 Production Scheduler only applies to on-premises instances of Sage X3. The generic Finite scheduler interface provides an integration connector to any web scheduling solution for either cloud or on-premises solutions.

The Allocation (materials), Scheduling, and Status fields display a status for this work order. These fields are updated automatically by the system.

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

• "Not scheduled" and "Pending." The work order is awaiting scheduling. It cannot be submitted 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 (has been submitted for scheduling). At these statuses you cannot modify the work order.
• "Optimized" and "Pending." The work order operations have been optimized by the scheduler.

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.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the generic Finite scheduler interface.

 Production Scheduler only applies to on-premises instances of Sage X3. The generic Finite scheduler interface provides an integration connector to any web scheduling solution for either cloud or on-premises solutions.

The Allocation (materials), Scheduling, and Status fields display a status for this work order. These fields are updated automatically by the system.

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

• "Not scheduled" and "Pending." The work order is awaiting scheduling. It cannot be submitted 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 (has been submitted for scheduling). At these statuses you cannot modify the work order.
• "Optimized" and "Pending." The work order operations have been optimized by the scheduler.

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.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the generic Finite scheduler interface.

 Production Scheduler only applies to on-premises instances of Sage X3. The generic Finite scheduler interface provides an integration connector to any web scheduling solution for either cloud or on-premises solutions.

This routing code describes the process involved in manufacturing (producing) or processing a product. That is, 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 which is 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 will be submitted.

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

A control is performed so as to check the consistency:

• between the routing and BOM codes,
• between operations of material assignment and routing operations: a warning encourages the user to perform the required modifications manually.

Multiple routings can be defined for a single product. Each routing code can be assigned specific management features. These include restriction of the routing to a specific site and to specific areas of functionality (for use in a manufacturing environment, for costing or for capacity planning).

The version of this routing that applies on the scheduled start date (field Start date) for this work order is displayed, if the selected routing is version managed.

You can type in, or select a different version of this routing, if required.

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

If you choose to select a different version of this routing, the version selection screen only displays those versions that are available for use on the scheduled start date. The list includes those versions with an exception date that matches the start date. You can, however, use the Routing Management (GESROU) function to view all versions of the selected routing. The operations used for the selected version of the routing are loaded automatically (if permitted for the release mode defined in the header information). If you change the routing version to comply with a change to the production start date, the routing operations are reloaded accordingly.

Select Popup view from the Actions icon to enter the production information for this product using the standard screen display mode.

Select Manufacture detail from the Actions icon to view the product details as planned for this work order.

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

Select Stock - Site from the Actions icon to view the inventory levels for the selected product, by site.

Select Management data from the Actions icon to view inventory management data for this product.

Select Projected stock from the Actions icon to view the projected stock movements for this product at 1 or all sites.

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

Select Assignments from the Actions icon to use the assignment workbench to assign this work order to meet demand.

Select Product-site from the Actions icon to view the data associated with this product at this site.

Select this action in order to open a window displaying notes associated with this 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.

Notes are limited to a screen inquiry and cannot be printed.

For further information, see the Notes documentation.

Select Addition of a by-product from the Actions icon to add an unplanned by-product or secondary product to this work order. 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.

 Production Scheduler cannot include "by-products" in the scheduling process.

 Production Scheduler only applies to on-premises instances of Sage X3.

This field displays the planned quantity. The quantity is expressed in the stock unit.

This field indicates the maximum quantity (in the release unit) that can currently be produced with the resources available. It is only displayed after components have been allocated.

This field displays the unit in which the product will be manufactured. It provides the key to prices, costs, volumes, etc.

Use this field to add a component (material) required to produce the product. The required list of components is loaded 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.

This is the description from the product record.

This field indicates which version of this component (material) applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is 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.

This field indicates which minor version of this component (material) 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 this component, or the specific version or revision of this 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.

If a warning icon is displayed you should consider delaying this work order until the change request identified is closed. At that point a change to this component will have either been seen through to its conclusion and the change delivered, or the change request rejected. You will not, however, be prevented from progressing this work order should you decide to do so.

This field tracks the progress and status of this component.

This field displays the quantity of this component required to produce the released product. This figure is calculated from the planned quantity (field Release qty) and the component quantity defined on the bill of material (BOM) record. This value can be modified.

 You need to be authorized to change this figure if this is a component of a versioned product (BOM).

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 is the suggested earliest date when the availability of this 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 (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.

 This date is only a reference date. It is an indication of the "First Date of Material Availability."

This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes, etc.

This field indicates if this component is stored in stock.

Physical: This is a physical component for which quantities are stored in stock.

Active: This is an active component such as nails or staples for which quantities are not stored in stock.
 Active components have a "potency" percentage defined on their stock record.

This field displays the quantity allocated to the order line.

This field displays the quantity of this component that is outstanding for this work order to be completed.

This quantity is ignored if the Release if shortage checkbox on the Product-site record is selected.

This field displays the available quantity expressed in the stock unit of the components.

This field displays the quantity of this component consumed to produce the bills of material (BOMs) on this work order.

This field displays the date on which the requirement arises.

Use this field to assign this component to a specific operation in a production routing, according to the manufacturing requirements.

 You need to be authorized to assign or reassign an operation if this is a component of a versioned product (BOM).

Type in the percentage of the component that you expect to be scrap (lost during the production process).

Inquiries can display the following figures:

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

This field displays 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.

This field is used for managing losses incurred during production. It applies to the parent product (BOM). Set to "No", any loss percentages defined on the components of the BOM are ignored.

This field identifies the sequence number of this component in the BOM (bill of material).

This field displays the line number of the released product.

Operator in charge of performing the production planning or product ordering.

Select "Yes" to display the total available stock at the bottom of the page.

Use this field to specify if this component needs to be printed on the Material issue slip for this work order.

This field displays the replenishment source for this component. This might be "Internal", made available to a subcontractor or supplied by a subcontractor.

Use this field to inform warehouse staff of any actions that apply when this 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 is only available if the MWM-Weighing station activity code is active.

 You need to be authorized to change this statement if this is a component of a versioned product (BOM).

This field supports the following changes to a work order for a versioned product:

• Critical changes made by an authorized user to a component line.
• Changes to key information in the work order header.

Critical changes to a component line are defined as the following:

• Addition of a component using the Add unexpected material or Add sub-assembly (phantom) action (from the Actions icon).
• Exclusion (or canceling) of a component, or reinstatement of a (canceled) component using the Exclude line or Reactivate actions respectively (from the Actions icon).
• Changes to the required quantity of a component (field Requirement qty).
• Changes to a pick list component issue statement (field Pick list code).
• Assigning, or changing, a specific manufacturing operation for a component (field Op. (Operation)).

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 to key information in the work order header are therefore defined as the following:

• Changes to the work order start date.
• Changes to the planned quantity.
• Deletion of a product to be released.

Use this field (maximum 50 characters) to explain the reason you made the change. This field is mandatory for a change listed above when the product to be released is version-managed and the MFGREV-Revision management parameter (GPA chapter, WOM group) is set. It provides traceability of these changes by writing details of each change to the Work order-component audit table (table MFGMATREV). Details written to this table include the revision reason from this field, a revision code and key details from the component line.

Changes to key information in the work order header update this field automatically.

 MFGREV (Revision management) parameter

 Revision history action

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 (field PJT) determines the Project analytical dimension (field 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.

 A modification to the Project code (field PJT) can result in the Project analytical dimension code (field CCE(n)) being reinitialized.

Select Sort by operation / material from the Actions icon to sort (order or reorder) the components based on the order of the operations to which they are attached.

Select Sort by product / sequence from the Actions icon to revert the list of components to the default order, as determined by the line sequence of the components in the bill of material (BOM).

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

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

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

You cannot exclude a component if it is already allocated.

 You need to be authorized to perform these actions if this is a component of a versioned product (BOM). If the MFGREV-Revision management parameter (GPA chapter, WOM group) is set to Yes you need to provide a reason (maximum 50 characters) for taking this action (Revision reason field).

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 (location, lot) to be consumed. Global allocation simply increments the reserved stock for the component and decreases its available stock. At the time of the effective consumption of the materials, the system transforms the global allocation into a detailed allocation.

 Allocations action

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

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 required.

 Allocations action

 You can only allocate individual serial numbers if the Serial number management field on the component record is set to Received/Issued. If the Serial number management field on the component record is set to Global Received/Issued you can only select the lot from which the serial numbers are to be allocated.

 Requesting a global allocation of all components does not affect manually allocated components.

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

 Allocations action

Select Projected stock from the Actions icon to view the projected stock movements for this component at 1 or all sites.

Select Text from the Actions icon to view, enter or modify text associated with this component.

Select Tracking status from the Actions icon to view, in summary, the quantities of this component in progress for this 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 this material or not. If this component is allocated, the system can submit the allocation detail inquiry (by quantity, lot, location, and stock status).

Select Management data from the Actions icon to view inventory management data for this component.

Select Assignments from the Actions icon to use the assignment workbench to assign this component to meet demand. 

Select Product-site from the Actions icon to view the inventory levels for the selected component, by site.

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 MFGREV-Revision management parameter (GPA chapter, WOM group) is set, and the selected component is a component of a versioned product (BOM). The revision history includes 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 (top) line of the table. Amended fields are highlighted.

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

 You need to be authorized to perform this action if this work order is for a versioned product (BOM). If the MFGREV-Revision management parameter (GPA chapter, WOM group) is set to Yes you need to provide a reason (maximum 50 characters) for taking this action (Revision reason field).

Select Add sub-assembly (phantom) from the Actions icon to add a phantom product to this 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.

 You need to be authorized to perform this action if this work order is for a versioned product (BOM). If the MFGREV-Revision management parameter (GPA chapter, WOM group) is set to Yes you need to provide a reason (maximum 50 characters) for taking this action (Revision reason field).

This field displays the scheduling mode defined on the Header. "Backward" scheduling respects the defined End date ; "Forward" scheduling respects the defined Start date.

This field indicates the current stage of this work order in the scheduling process.

The lead time of an unscheduled work order can be changed manually by modifying one of the start or end dates.

This field displays the sequence number of this operation.

This field tracks the progress and status of this operation.

Use this field to identify the production resource that is to be used for this operation.

Type in, or select from the Work centers table the code of the resource to be used for this operation.

 You need to be authorized to change this resource if this is an operation in a versioned routing for a versioned product (BOM).

This field displays the short description defined for the selected work center.

This field identifies the type of operation that is performed on the selected work center. This might be a machine, labor, or a subcontracted operation. Work centers of type Subcontracting are managed externally by subcontract suppliers.

This field identifies the date this operation needs to start. The date is determined by the Scheduling mode and by the Scheduling status fields.

• If this work order is "Not scheduled", this operation's start date matches the start date for this work order (as defined on the Header).
• If this work order is "Scheduled", this operation's start date will be the earliest date this operation can start according to the scheduling process. That is, this date will be determined by the sequence of operations in time according to the durations, slack times and relationships in the routing.

This field identifies the date this operation needs to be completed. The date is determined by the Scheduling mode and by the Scheduling status fields.

• If this work order is "Not scheduled", this operation's end date matches the end date for this work order (as defined on the Header tab)
• If this work order is "Scheduled", this operation's end date will be the latest date this operation can be completed according to the scheduling process. That is, this date will be 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, this operation should only be scheduled to start on a date when the full quantity of each component required for this operation is available. This date is calculated by your system. It is a suggested earliest date when the full quantity of each component required for this 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 (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.

 The scheduling process does not consider component availability when determining operation start dates. This date is only a reference date. It is an indication of the "First Date of Material Availability."

 If you use Production Scheduler, Sage X3 Web Scheduling, or a web scheduler for detailed planning, the scheduler can use the calculated earliest operation start date as a constraint in the optimization of the operations.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the generic Finite scheduler interface.

 Production Scheduler only applies to on-premises instances of Sage X3. The generic Finite scheduler interface provides an integration connector to any web scheduling solution for either cloud or on-premises solutions.

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

 If you force a start date for this operation and you use Production Scheduler, Sage X3 Web Scheduling, or a web scheduler, you are effectively preventing the scheduler from optimizing its scheduling capabilities. A forced start date on a work order fixes and automatically pins the start date for the operation in the planning schedule. The work order needs to be removed from the scheduling, the date adjusted accordingly (or deleted) then the work order resubmitted for scheduling as "pinned" operations are blocked from manual changes.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the generic Finite scheduler interface.

 Production Scheduler only applies to on-premises instances of Sage X3. The generic Finite scheduler interface provides an integration connector to any web scheduling solution for either cloud or on-premises solutions.

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

 If you force a start time for this operation and you use Production Scheduler, Sage X3 Web Scheduling, or a web scheduler you are effectively preventing the scheduler from optimizing its scheduling capabilities. A forced start time on a work order fixes and automatically pins the start time for the operation in the planning schedule. The work order needs to be removed from the scheduling, the time adjusted accordingly (or deleted) then the work order resubmitted for scheduling as "pinned" operations are blocked from manual changes.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the generic Finite scheduler interface.

 Production Scheduler only applies to on-premises instances of Sage X3. The generic Finite scheduler interface provides an integration connector to any web scheduling solution for either cloud or on-premises solutions.

This field identifies the group of work centers to which this work center belongs. Work center groups are used to review workloads.

This field displays the description defined for the routing operation.

This field displays the number of this particular production resource that are required for this operation. You can amend this figure, if required.

 You need to be authorized to change this figure if this is an operation in a versioned routing for a versioned product (BOM).

This field displays the planned quantity expressed in the operation unit.

 You need to be authorized to change this figure if this is an operation in a versioned routing for a versioned product (BOM).

This field displays the unit in which this work order operation quantity is expressed. Work order operation quantities are expressed in the operation unit.

This field displays the unit of time in which this operation is measured.

Use this field to define the time that it takes for this machinery to be set up ready for use. The time is expressed in the defined time unit. The time can be zero (0).

 You need to be authorized to change this figure if this is an operation in a versioned routing for a versioned product (BOM).

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

 You need to be authorized to change this figure if this is an operation in a versioned routing for a versioned product (BOM).

This field displays the time it takes to perform this operation for the required number of items (as defined in the field Planned quantity).

 You need to be authorized to change this figure if this is an operation in a versioned routing for a versioned product (BOM).

The operating time:

• Is defined in hours or minutes (field Time unit).
• Is expressed for 1, 100, 1000 or a lot of units of the operation based on the management unit,
• Can be proportional or fixed based on the operating time type.
  For 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 is equal to 2 hours for 100 Kg. If the Work order is launched for 1000 units of the finished product, the time necessary to produce this operation is 10 hours to obtain 500 Kg.

This field displays the total non-productive time, that is, the sum of preparation time, waiting time and post operation time. Non-productive, or delay time occurs after a process has been 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.

This field displays the sum of the setup time plus the run time for the required number of items (as defined in the field Planned quantity). That is, the time that it takes for this machinery to be set up ready for use plus the time it takes to perform this operation. The time is expressed in the defined time unit.

This field indicates if this operation is subcontracted to an outside company. Subcontract is the term used to describe the purchase of a service for carrying out an operation for a work order.

This field identifies the group of work centers to which this subcontracted work center belongs. Work center groups are used to review workloads.

Use this field to identify the production resource that is to be used for this subcontracted operation.

Type in, or select from the Work centers table the code of the subcontract resource to be used for this operation.

Use this field to identify the service to be carried out by the subcontractor to execute this operation.

 You need to be authorized to change this service if this is an operation in a versioned routing for a versioned product (BOM).

This field displays the number of days for the subcontractor to execute the operation.

This field displays "Calendar days." This is the unit of time that is used to measure this subcontract operation.

This field identifies the group associated with the labor work center.

Use this field to associate a labor work center with this machine. For example, a labor work center that relates to the crew that operates this machine.

 You need to be authorized to change this resource if this is an operation in a versioned routing for a versioned product (BOM).

This field displays the short description defined for the selected work center.

Use this field to define the number of this particular labor resource that are required for this operation.

 You need to be authorized to change this figure if this is an operation in a versioned routing for a versioned product (BOM).

This field supports the following changes to a work order for a versioned product:

• Critical changes made by an authorized user to an operation in a versioned routing.
• Changes to the defined routing or routing version in the work order header which result in the operations being reloaded from the new routing record.

Critical changes to an operation in a versioned routing are defined as the following:

• Addition of an operation using the Additional operation not expected action (from the Actions icon).
• Exclusion (or canceling) of an operation, or reinstatement of a (canceled) operation using the Exclude line or Reactivate actions respectively (from the Actions icon).
• Changes to the production resource that is to be used for an operation (fields Work center or Number of resources).
• Changes to the planned quantity for an operation (field Planned quantity).
• Changes to machinery running costs (fields Setup time, Unit time or Run time).
• Changes to labor costs (fields Labor wk C, No. lab res. or Subcontract product).

Use this field (maximum 50 characters) to explain the reason you made the change. This field is mandatory for a change listed above when the product to be released and the defined routing is version-managed, and the MFGREV-Revision management parameter (GPA chapter, WOM group) is set. It provides traceability of these changes by writing details of each change to the Work order-operations audit table (table MFGOPEREV). Details written to this table include the revision reason from this field, a revision code, and key details from the operation line.

Changes to the defined routing or routing version update this field automatically.

 MFGREV (Revision management) parameter

 Revision history action

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 (field PJT) determines the Project analytical dimension (field 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.

 A modification to the Project code (field PJT) can result in the Project analytical dimension code (field CCE(n)) being reinitialized.

Select Operation detail from the Actions icon to add or amend the details for this 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) this operation. To reinstate this (canceled) operation, select Reactivate.

 You need to be authorized to perform these actions if this work order is for a versioned product (BOM) and the routing defined to manufacture the BOM is versioned. If the MFGREV-Revision management parameter (GPA chapter, WOM group) is set to Yes you need to provide a reason (maximum 50 characters) for taking this action (Revision reason field).

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

This is a subcontracted operation for which a Purchase order has not yet been created. Select Order from the Actions icon to enter details for, and then generate a Purchase order for this operation.

Select Subcontracted operation situation from the Actions icon to view order information for this subcontracted operation.

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 MFGREV-Revision management parameter (GPA chapter, WOM group) is set, the product is versioned and the selected operation is in a versioned routing. The revision history includes a revision reason, a revision code, and key details from the operation line. The current details for the selected operation are displayed on the first (top) line of the table. Amended fields are highlighted.

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

 You need to be authorized to perform this action if this work order is for a versioned product (BOM) and the routing defined to manufacture the BOM is versioned. If the MFGREV-Revision management parameter (GPA chapter, WOM group) is set to Yes you need to provide a reason (maximum 50 characters) for taking this action (Revision reason field).

If selected, a Material issue note (BSM) is printed. If clear, a Material issue note is not required.

If selected, the Routing sheet (FICHSUI) is printed. If clear, the Routing sheet is not required.

If selected, a Job ticket (BONTRV) is printed. If clear, a Job ticket is not required.

If selected, a Production slip (RECETTE) is printed. If clear, a Production slip is not required.

If selected, the Technical sheets (FICHTEC) are printed. If clear, the Technical sheets are not required.

This field controls the printing of labels. Set to "Manual" labels are printed on demand using the Labels action. If set to "Automatic", labels are printed when progress is recorded using the Production tracking function (GESMTK).

 This field is ignored when production reporting is made via subcontract receipts, the production tracking plans or imports.

This field controls the printing of labels. Set to "Manual" labels are printed on demand using the Labels action. If set to "Automatic", labels are printed when progress is recorded using the Production tracking function (GESMTK).

 This field is ignored when production reporting is made via subcontract receipts, the production tracking plans or imports.

Select the Header text action view, enter or modify text associated with this work order..

Use this option, based on the released quantity, to view the availability of the required components. In case of non-availability, the system proposes a first availability date.

Use this option to launch the theoretical provisional cost calculation and the provisional cost calculation for the release.

Select the WIP cost inquiry action to view the production costs for this work order and to compare the actual costs with the planned costs.

Use this option to access the Cost price Inquiry function.

Use this option to access the Provisional cost inquiry function.

Use this option to suspend or place a work order on "hold." Suspended status is displayed in the home section. You cannot track suspended work orders. Reactivate this work order if you need to track it.

Select the WO close action to complete and close this work order.

Select the Transaction action to view the format of this Entry transaction.

This action is available if this order is at Firm status and allocated at least globally. If some materials are in shortage, folder printing will only be 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).

Select the Labels action to print the production labels.