New features added, version 7.5.2
The purchasing model components for model work orders feature allows you to create purchase orders for the components of a model for which you have entered a sales order and created a work order. Once the purchase order is created and received, it is automatically issued to the work order. If all purchase order lines are received for the component items, the work order can be received and closed automatically. Automatic shipping can be set up in program REOM, One Step Receiver Entry/Maintenance, or you can ship or stage the items in program OEQS, Order Entry Quick Ship, or program RELX, Shipping New Receipts Batch Control.
Kit items are not considered model items for this feature.
This feature requires some setup.
AUTO_CREATE_MODULAR_WO: Set this parameter to YES to have work orders automatically created for parent model items when they are entered on sales orders. The work order will be created when the sales order status is changed to status O - Complete.
WO_RECV_AREA: Enter the stock area from program ILMM, Location Master Maintenance, to which the components received to work orders will be moved with the receiving program.
WO_RECV_BIN: Enter the bin location from program ILMM, Location Master Maintenance, to which the components received to work orders will be moved with the receiving program.
System Closing of Work Orders with PO's pop-list: This pop-list determines whether work orders will be automatically closed when all purchase order lines associated with the work order have been received fully and closed.
This feature is only applicable for work orders created from sales orders.
When the work order is closed, the components' inventory in the work order receiving area will be decremented. The finished item will be received to the location determined by the WO_RECV_AREA and WO_RECV BIN parameters in program MURM, Initialization Parameter Maintenance. If no value is found in program MURM, Initialization Parameter Maintenance, the finished item will be received to its default area from program ICEM, Item Plant Maintenance. The sales order line preferred pick area and bin will be updated to match the finished good receiving location. The quantity completed for the work order will be the sales order line quantity ordered.
* No Auto Close indicates that work orders will never be automatically closed. Work orders must be manually received and closed with program MRFE, Finished Goods Receipts Entry, and program WOCO, Work Order Close.
* Ask before Auto Close indicates that when the purchase order lines associated with the work order have been fully received and closed, the receiving programs will ask if you wish to close the work order. Work orders will be received and closed when the user indicates yes. Work orders that are not closed when their purchase order lines are fully received must be manually received and closed with program MRFE, Finished Goods Receipts Entry, and program WOCO, Work Order Close.
* If a purchase order line is closed short, the work order will not be closed automatically. The quantity complete for the purchase order line must be equal to or greater than the quantity ordered.
* System Auto Close indicates that all work orders should be automatically received and closed when their purchase order lines have been fully received.
Include Modular Lines flag: For the Purchasing Model Components for Model Work Orders feature to work as described, this flag should be set to off because the model items will have work orders created for them, and the components need to have the purchase order lines created for them.
* When is set to on, all modular sales order lines will be displayed in program POSE, Create Purchase Orders from Sales.
* The Include Modular Lines flag overrides all other flags. When this flag is set to off, no modular items will be displayed in this program regardless of the settings of the other flags.
* If the Show Maintain Onhand Components flag or the Show Non-Maintain Onhand Components flag is set to on, this flag will be set to off automatically.
Show Non-Maintain Onhand Components flag: For the Purchasing Model Components for Model Work Orders feature, if you are purchasing non-maintain on hand component items, set this flag to on.
* When set to on, the non-maintain on hand component items for model items entered on sales order lines will be displayed in program POSE, Create Purchase Orders from Sales, instead of the parent model item.
* The Include Modular Lines flag must be set to off when this flag is set to on.
* The component item's Make/Buy flag must be set to Purchased in item planning for the items to be displayed in program POSE, Create Purchase Orders from Sales.
Show Maintain Onhand Components flag: For the Purchasing Model Components for Model Work Orders feature, if you are purchasing maintain on hand component items, set this flag to on.
* when set to on, the maintain on hand component items for model items entered on sales order lines will be displayed in program POSE, Create Purchase Orders from Sales, instead of the parent model item.
* The Include Modular Lines flag must be set to off when this flag is set to on.
* The component item's Make/Buy flag must be set to Purchased in item planning for the items to be displayed in program POSE, Create Purchase Orders from Sales.
Enter sales order lines with parent model items.
If the AUTO_CREATE_MODULAR_WO parameter in program MURM, Initialization Parameter Maintenance, is set to YES, then when the sales order status is changed to O - Complete in any of these programs, a work order will be created for the model item automatically. Otherwise, you will have to manually create the work order with the [Create Work Order] button in program OEOE, Sales Order Entry/Maintenance.
The settings in program POPM, PO / Receiving Parameter Maintenance, determine which components will be displayed in this program. Create purchase orders for the model component items. These purchase order lines will have the destination of the parent model item's work order.
Receive the component purchase order lines. The default receiving location will be the stock area and bin location entered for the WO_RECV_AREA and WO_RECV BIN parameters in program MURM, Initialization Parameter Maintenance.
* If no values have been entered there, the receiving location in ILPM, Plant Code Maintenance, will be used.
The cost for the component items will be issued to the work order. When all purchase order lines for the work order have been received to the work order, or all purchase order lines have been closed fully received, the work order can be closed. If the System Closing of Work Orders with PO's pop-list was set to Autoclose, the work order will be closed automatically at this time.
* If a purchase order line is closed short, the work order will not be closed automatically. The quantity complete for the purchase order line must be equal to or greater than the quantity ordered.
If the work order is automatically closed from the receiving program, the components' inventory in the work order receiving area will be decremented and the finished item received.
The quantity complete for the work order is calculated based on the quantity received for the components for the parent item. The quantity complete is calculated as the maximum quantity of the parent item that can be built with the quantity issued for all of the components. If all components are backflushed, then the quantity complete will be the quantity ordered on the work order.
The sales order line's pick area and bin will be updated to match the receiving location of the parent model item. The quantity received is the quantity complete from the work order.
* The default receiving location will be the stock area and bin location entered for the WO_RECV_AREA and WO_RECV BIN parameters in program MURM, Initialization Parameter Maintenance.
* If no values have been entered there, the parent model item's default location from program ICEM, Item Plant Maintenance, will be used.
The work order must be status O - Open to have receipts entered in the receiving programs.
If the Auto Ship Receipts in REOM flag is set to on in program ILPM, Plant Code Maintenance, and the sales order to which the work order is assigned only has one line item, and the sales order is status O - Complete, the sales order will be shipped automatically when the work order is closed.
Otherwise, shipping the sales order must be completed in program OEQS, Order Entry Quick Ship, or program RELX, Shipping New Receipts Batch Control.
Ship sales orders lines. This program will change the status of the sales orders to J - Confirmed Incomplete. You must run program OESX, Shipping Director, or program OESC, Shipping Confirmation, to complete the shipment.