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Prerequisites

   Release a job or repetitive schedule. See: Releasing Discrete Jobs and Releasing Repetitive Schedules.

   To select a sales order, discrete job, or repetitive schedule:

1. Navigate to the WIP Material Transactions window.

2. Select a Sales Order, repetitive Line and Assembly, Assembly, or Job. The cursor defaults to one of these fields based on how the TP:WIP:Material Transactions First Field profile option is set. See: Work in Process Profile Options.

You can only select a discrete job or a repetitive line and assembly for a repetitive schedule if the job or schedule has a status of Released or Complete.

   To define issue or return transaction header information for discrete jobs:

1. In the Transaction region, select the transaction type: WIP component issue, WIP component return, WIP negative component issue, or WIP negative component return. See: WIP Material Transaction Types.

2. Enter the transaction Date and time.

The date and time must fall within an open accounting period and cannot be greater than the current date or less than the release date of the job.

3. Select the supply Subinventory and, if required by the subinventory, the supply Locator. See: Supply Subinventory and Locator Fields.

The supply subinventory/locator is optional. If it is entered here, it is used as the default in the transaction detail window for those components that do not have a supply subinventory/locator defined at the component or item level.

If the Oracle Inventory INV:Allow Expense to Asset Transfer profile option is set to Yes, you can select an expense subinventory.

4. Choose the Include All Material option.

5. In the Criteria region, optionally enter any criteria or combination of criteria that is valid for the job: Assembly Quantity, Operation Sequence, or Department.

Assembly Quantity: If you enter an assembly quantity, it must be less than or equal to the job quantity. If the job has a routing and you do not enter an assembly quantity, required component quantities -- original required quantity minus component quantities already issued -- for all push components are calculated and displayed as defaults in the transaction detail folder window. You can change these defaulted quantities.

Operation Sequence: If the job has a routing, you can issue push components to or return push components from a specific operation.

If the job does not have a routing and you do not enter an assembly quantity, required component quantities are not automatically displayed in the transaction detail folder window.

Department: If the job has a routing, you can issue push components to or return push components from a specific department.

Supply Subinventory: If you select a supply Subinventory, only those components that have the same default supply Subinventory are displayed in the transaction detail folder window. This is convenient when assembly components have different subinventories and these subinventories are controlled by different users.

Attention: You can optionally use the 'All Material' option to add push components to the work in process bill. However, you can only add requirements that already exist on that bill. Conversely, you can return only components that already exist on the work in process bill when you return components.

6. Choose the Transact button.

Depending on the transaction type selected, the transaction detail folder window (WIP component issue, WIP component return, WIP negative component issue, or WIP negative component return) appears.

   To define issue or return header information for repetitive schedules:

1. After selecting a repetitive schedule, repeat steps 1 through 3 above.

2. Choose the Include All Material option.

3. In the Criteria region, enter the Start Date and time and the number of Days.

Push component requirements are issued or returned to repetitive schedules based on the schedule Start Date and number of Days. The component quantities required to support the number of days entered are calculated and displayed as defaults in the transaction details folder window. You can change these defaulted quantities.

When you issue push components to repetitive schedules, all component requirements for the number of days and from the start date you specify -- regardless of what you have already issued -- are issued.

4. If the schedule has a routing, optionally select the Operation Sequence number, the Department, or both.

Operation Sequence: You can issue push components to or return push components from a specific repetitive schedule operation.

Department: You can issue push components to or return push components from a specific department of a repetitive schedule operation.

Supply Subinventory: If you select a supply Subinventory, only those components that have the same default supply Subinventory are displayed in the transaction detail folder window. This is convenient when assembly components have different subinventories and these subinventories are controlled by different users.

5. Choose the Transact button.

Depending on the transaction type selected, the transaction detail window (WIP component issue, WIP component return, WIP negative component issue, or WIP negative component return) appears.

   To issue or return push components:

1. From the transaction detail folder window (WIP component issue, WIP component return, WIP negative component issue, or WIP negative component return), select the component Item.

2. If the item is under revision control, select the item Revision. See: Item and Routing Revisions.

The item's current revision is defaulted.

3. Select the supply Subinventory and, if required by the subinventory, the supply Locator. See: Supply Subinventory and Locator Fields.

If the Oracle Inventory INV:Allow Expense to Asset Transfer profile option is set to Yes, you can select an expense subinventory. See: Inventory Profile Options.

4. Select the UOM. See: Overview of Units of Measure.

The available to transact quantity and the current on-hand quantity for the component are displayed in this unit of measure.

5. Enter the transaction Quantity.

You can change the default quantity (original required quantity minus component quantities already issued). You can enter any nonzero quantity including a quantity that results in an over-issue or over-return of the job or schedule's components requirements. You can issue partial quantities or over-issue quantities.

For repetitive schedules, if you over-issue or over-return components with positive or negative requirements, quantities are appropriately allocated to the first or last open repetitive schedule. See: Repetitive Component Issues and Returns

6. Optionally, select the transaction Reason code. See: Defining Transaction Reasons.

7. Optionally, enter the transaction Reference.

References can be used to identify transactions on standard reports. They can be up to 240 characters of alpha numeric text.

8. If the component is under lot, serial, or lot and serial control, choose the Lot/Serial button. See: Assigning Lot Numbers and Assigning Serial Numbers.

9. Choose the Done button to save your work.

   To display details for components being added or issued:

1. From the transaction detail folder window (WIP component issue, WIP component return, WIP negative component issue, or WIP negative component return), select or add the component Item

2. If you are adding a component, enter the transaction quantity. (See Above).

You cannot view component item details until you enter a quantity.

3. Choose Component Item Details from the Special Menu. See: Special Menu.

The Component Item Details window appears displaying complete information about the component in a single record format.

See Also

Setting Up Material Control

By-Product Recovery

Issuing and Returning Specific Components