Work orders

Use this field to assign a code to this entry transaction.
This transaction determines the way in which information is entered in the associated function, and how information is displayed and printed.
Upon validation of this entry transaction, entry screens are created which can be used by any user with the defined access code in their profile when accessing the associated function. If multiple transactions are available to the user they can choose which one to use when loading the associated function; if only one transaction has been set up they are not offered a choice, the default entry screen is displayed.

Use this field to identify this transaction.

Use this check box to activate (field Active=selected) or deactivate (field Active=clear) this record.

Inactive records are not available for selection.

This access code is used to restrict access to data by user or group of users.
If this field is entered, only users with this access code in their profile can use this transaction.
If several transactions are available, you can choose the transaction you want to use to open the function. If only one transaction is available, there is no selection to be made: the default entry screen opens directly.

Use this field to restrict access to this transaction to a specific site/company group.

Click this check box if this entry transaction code is dedicated to the automatic work order generation functions (to support the release of order plans). These include the functions Enterprise planning (FUNGBENCH), Planning workbench (FUNDBENCH), Grouping (FUNMPICK) and Automatic release (FUNMAUTR).

 This transaction code must be attached to the general stock parameter MFGMTSNUM - Automatic WO transaction (chapter STO, group MIS).

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

Alternatively, select 'By selection'. This value requires the user to choose the initial status upon order entry.

Use this field to control the addition of released products to a work order.

• Click this check box if multiple released products can be added to a work order.
• Leave clear if a work order can only contain one released product line.

 Sage recommend that a work order for a project should be single product only. That is, one work order for one product for one project. If this Entry transaction will be used for project-related work orders Sage advise that you leave this check box clear. With multiple products on a single work order it can be difficult to trace inconsistencies in the postings if they occur. If you click this check box to permit multiple released products on a work order, Sage advise that all additional product lines are for the same project as the first product line or blank (not assigned to a project). 

 Parameter WOPJMMSG - Block multiple projects on WO (TC chapter, PJM group)

This field defines the release mode for a work order.

• Click this check box if both components and routing operations are mandatory. The list of components from the defined bill of materials (BOM) record and the operations in the defined routing will be loaded to the work order automatically. The default order for the list of components reflects the order of the components in the BOM, but can be amended.
• Leave clear if a work order can initially be raised with only components or routing operations defined.
  
  

This field defines the release mode for a work order.

• Click this check box if components are mandatory. The list of components from the defined bill of materials (BOM) record will be loaded to the work order automatically. The default order for the list of components reflects the order of the components in the BOM, but can be amended.
• Leave clear if both components and routing operations are mandatory for a work order, or a work order can initially be raised with only routing operations defined.
  
  

This field is used in conjunction with the Materials only (field MFGMODM) release mode, as follows:

• To be completed. Initially, only components are mandatory for a work order. A routing number must be defined before a work order can be tracked.
• Complete. A work order can be released without routing information.
  
  

This field defines the release mode for a work order.

• Click this check box if routing operations are mandatory. The operations in the defined routing will be loaded to the work order automatically.
• Leave clear if both components and routing operations are mandatory for a work order, or a work order can initially be raised with only components defined.
  
  

This field is used in conjunction with the Operations only (field MFGMODO) release mode, as follows:

• To be completed. Initially, only routing operations are mandatory for a work order. Material (component) requirements must be defined before a work order can be tracked.
• Complete. A work order can be released without material requirements.
  
  

This field defines when components are allocated to the work order.

• Manual. Components are allocated when requested manually.
• Automatic (global). Components are allocated/deallocated automatically to the work order upon creation, modification and deletion. A global allocation is performed simultaneously for all components. 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.
• Automatic (detailed). Components are allocated/deallocated automatically to the work order upon creation, modification and deletion. Detailed allocation specifies the location from which the material will be consumed. The allocated stock for the material is increased and its available stock is decreased. The determination of these locations is performed based on the allocation rule set up at product category level.
  
  

This field defines when the work order is scheduled. Scheduling is the process of sequencing the operations in time, according to the durations, slack times, and relationships in the work order (or routing for suggestions).

• Manual. The scheduling process schedules the operations in the defined routing, and if specified, routing version when requested manually.
• Automatic. The scheduling process schedules the operations in the defined routing, and if specified, routing version automatically. The target completion date is initialized by the required completion date for the work order.
  
  

Are work orders submitted to the Production Scheduler for detailed scheduling manually or automatically?

 This field is only available for selection if the Scheduling mode (field MODJAL) is set to 'Automatic'.

 Activity code POPS must be activated to use Production Scheduler for detailed scheduling.

 Production Scheduler only applies to on-premises instances of Enterprise Management.

This field defines when the defined production folder documents are printed.

• Manual. Planned documents from the production folder are printed when requested manually.
• Automatic. All planned documents from the production folder are printed automatically. Once all planned documents from the production folder have been printed the work order advances to status 'Printed'.
  
  

Use this field to permit (check box=selected) or prevent (check box=clear) modification of the release unit where the displayed unit is different from the stock unit.

Use this field to control entry or modification of the production routing.

• Click this check box if the routing code can be entered. 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.
• Leave clear if the routing code must match the product code and cannot be modified. The product code might be a manufactured product (a bill of materials), or a generic reference to a parent routing which is linked to several products.
  
  

This field defines the default release/tracking quantity. 

• Economic lot. The economic order quantity defined on the product-site record (field EOQ);
• Technical lot. The lot size defined on the product-site record (field Technical lot);
• None. The release/tracking quantity must be entered manually.
  
  

Do you use lot numbers? If yes, do you assign a lot number manually to a released product or are your lot numbers assigned automatically?

Do you add manual descriptions?

Do you manually define the site or customer to ship a released product to?

Do you manually associate a released product with a project code?

Do you want to manually adjust lead times for the work order operations? The default lead time reduction rate is defined by the GPERCOMP - % LT reduction default (GPA chapter, LOA group) parameter.

Do you prioritize orders?

Do you want to see if a Change request has been raised and is being processed against a product?

Do you want your system to calculate (suggest) the First Date of Material Availability for components?

 Component availability

This field defines the scheduling method for a 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).
• By selection. The scheduling mode (Backward/Forward) is set manually.

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

 If this entry transaction code is dedicated to the automatic work order generation functions, that is the Transaction reserved for automatic generation (field TRSAUTO) check box is selected, you must select either Backward or Forward

Use this field to control entry or modification of the Major version number for a product. You can set this field to one of the following values:

• Hidden:
  The Major version field is not displayed on the entry screen
• Displayed
  The version number is loaded automatically if a product is version managed. It cannot be modified.
• Entered
  The version number can be entered. The version number is loaded automatically if a product is version managed but can be modified.
  
  

Use this field to control where a Major version number is displayed or available for entry. If the Major version parameter is hidden this field is not available for selection.

Use this field to control entry or modification of the Minor version number for a product. You can set this field to one of the following values:

• Hidden
  The Minor version field is not displayed on the entry screen.
  The minor version is always hidden if the major version is hidden.
• Displayed
  The version number is loaded automatically if a product is version managed. It cannot be modified.
• Entered
  The version number can be entered. The version number is loaded automatically when a product is version managed but it can be modified.
  You can only select this value if the Major version is set to 'Entered'.
  
  

Use this field to control where a Minor version number is displayed or available for entry. If the Major version parameter is hidden this field is not available for selection.

Specify for this transaction if the analytical dimension fields related to stock movements must be:

• Hidden
• Displayed: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed but cannot be accessed.
• Entered: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed and can be accessed.

Parameter invisible and not used.

You can enter an analytical dimension type code on each table line.
You can access a function from the Actions icon to pre-load all the dimension types defined on the sites of a given group of sites.

Parameter used to define, for this entry transaction, if the analytical dimension must be:

• Hidden: The field is not displayed on the entry screen. However, it is possible to initialize this field with a default section code.
  
• Displayed: The default value is allocated to the field and displayed but the value cannot be modified.
  
• Entered: The default value is assigned to the field and displayed. It can be modified, and, in that case, the entered value is checked in the analytical dimension table.
  The default value assigned to the analytical dimension is dependent on the dimension setup performed.

Parameter invisible and not used.

You can enter an analytical dimension type code on each table line.
You can access a function from the Actions icon to pre-load all the dimension types defined on the sites of a given group of sites.

Parameter used to define, for this entry transaction, if the analytical dimension must be:

• Hidden: The field is not displayed on the entry screen. However, it is possible to initialize this field with a default section code.
  
• Displayed: The default value is allocated to the field and displayed but the value cannot be modified.
  
• Entered: The default value is assigned to the field and displayed. It can be modified, and, in that case, the entered value is checked in the analytical dimension table.
  The default value assigned to the analytical dimension is dependent on the dimension setup performed.

Parameter invisible and not used.

You can enter an analytical dimension type code on each table line.
You can access a function from the Actions icon to pre-load all the dimension types defined on the sites of a given group of sites.

Parameter used to define, for this entry transaction, if the analytical dimension must be:

• Hidden: The field is not displayed on the entry screen. However, it is possible to initialize this field with a default section code.
  
• Displayed: The default value is allocated to the field and displayed but the value cannot be modified.
  
• Entered: The default value is assigned to the field and displayed. It can be modified, and, in that case, the entered value is checked in the analytical dimension table.
  The default value assigned to the analytical dimension is dependent on the dimension setup performed.

Click this check box if a Material issue note (BSM) must be printed. If a Material issue note is not required, leave clear.

If the associated document check box is selected, enter the report code for the standard printed document.

Enter, select or build an Enterprise Management filter calculation expression using the formula editor to calculate the number of copies of the associated document to print.

Click this check box if the Routing sheet (FICHSUI) must be printed. If the Routing sheet is not required, leave clear.

Click this check box if a Job ticket (BONTRV) must be printed. If a Job ticket is not required, leave clear.

Click this check box if a Production slip (RECETTE) must be printed. If a Production slip is not required, leave clear.

Click this check box if the Technical sheets (FICHTEC) must be printed. If the Technical sheets are not required, leave clear.

This field controls the printing of labels. Set to 'Manual' to print labels on demand or 'Automatic' to print labels 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.

The provisional cost calculation is launched at the end of creation or modification of a work order.
It is possible to manage the printing of documents linked to this calculation in the following way:

• No. No print-out.
• Report. Print of the summary report on the cost calculation.
• Trace. Print of the summary log file for the provisional cost calculation.
• Report and trace. Print of both the report and the log file.

This field controls the selection of work orders in the Weighing functionality. Set to 'Manual' to use the Weighing plan (FUNWEIGH) function to manually select a work order or 'Automatic' if a work order is to be selected automatically by the weighing plan when created.