4 Create Work Orders

This chapter contains these topics:

• Section 4.1, "Entering Work Order Headers"

• Section 4.2, "Attaching the Ingredients List Interactively"

• Section 4.3, "Attaching the Routing Instructions Interactively"

• Section 4.4, "Attaching Co-Products and By-Products"

• Section 4.5, "Attaching the Intermediate Items"

• Section 4.6, "Assigning Serial Numbers"

4.1 Entering Work Order Headers

A work order is a request to produce a certain quantity of an item by a given date.

Navigation

From Shop Floor Control (G31), choose Process Daily Order Preparation

From Daily Order Preparation - Process (G3113), choose Enter/Change Order

To enter a work order header, you identify the process or item, its branch/plant and quantity, and the requested date for the work order. You may, optionally, enter other information not required at order entry, such as the revision level for the bill of material or associated sales information.

The system calculates the start date based on the requested date that you enter. If the requested date is before the current date or is not defined as a work day, a warning message appears. The system cannot calculate the start date for the work order if the requested date is in error.

JD Edwards World recommends that you use different document types to identify the different types of work orders, such as rework, repair, or prototypes.

Use Engineering Change Order (ECO) Revision to create a work order against a prior revision level by:

• Selecting a revision level to attach to the work order

• Manually entering a different revision level

Entering work order headers include the following tasks:

• Entering identifying information

• Entering scheduling information

• Entering descriptive information (optional)

• Entering planning information (optional)

• Entering responsible persons (optional)

• Entering sold to information (optional)

• Entering accounting information (optional)

• Entering a revision level (optional)

Before You Begin

• Use the processing options for order entry to control how the system processes information on the order and to access associated information, such as the order's parts list and routing instructions.

• Set up the shop floor calendar for the work days and months that the order activity will span, including lead times. See Section 34.3, "Setting Up the Shop Floor Calendar"

• Set up the document types that you use to identify different work order types in the following places:

  • User Defined Codes (00/DT) table

  • Processing options of the Supply/Demand Inclusion Rules program, if the new document types are to be used in other parts of the Manufacturing system

• Enter the unit of measure in the processing options that you want the system to use for back scheduling the routing operations for the process.

• Check the availability of the ingredients that are needed to complete a work order before you create the work order. See Chapter 14, "Review Availability and Shortages"

• Set up valid work center locations. See Setting Up Work Centers.

• Use the processing options to initiate Warehouse Management system integration. See JD Edwards World Advanced Warehouse Management Guide for information about setting up Warehouse Management.

What You Should Know About

Topic	Description
Locating related sales order information	You can access Order Address Information if you need the address of the customer on the sales order related to your work order. Blank fields appear when there is no sales order associated with your work order.
Locating description details	You can access Work Order Detail Entry to add detail to the work order description.
Manufacturing Accounting system	If you use summarized journal entries in Manufacturing Accounting, the system uses next numbering to assign document numbers by document type for the batch of work orders being summarized. See Reviewing Summarized Work Orders in the JD Edwards World Product Costing and Manufacturing Accounting Guide.
Blending, filling, and packaging	Use a processing option for the Enter/Change Order program for the blending and filling processes. You specify the program ID of the Formula Optimization routine the system calls when you select to optimize the formula from the ingredients list. When you generate a work order ingredients list the system checks the allowed products matrix for an incompatibility between the ingredients list and the blending tank. The incompatibilities appear as errors. See JD Edwards World Bulk Stock Management Guide.
Quality Management test results	As you create a work order, you can: Use preference Profiles to maintain tests for the parent item. Maintain generic text to indicate when to test materials, and with which test. Enter test results for the tests defined for the parent item. See Working with Test Results in the JD Edwards World Quality Management Guide for more information.
Import/Export	This program supports Import/Export Functionality. See JD Edwards World Technical Foundation Guidefor more information.

To enter identifying information

On Enter/Change Order

Figure 4-1 Enter/Change Order screen

Description of "Figure 4-1 Enter/Change Order screen"

Complete the following fields:

• Process/Item

• Branch/Plant

Field	Explanation
Item Number - Unknown Format Entered	A number that the system assigns to an item. It can be in short, long, or 3rd item number format.
Branch	A code that represents a high-level business unit. It can be used to reference a branch or plant that might have departments or jobs, which represent lower-level business units (data item MCU), subordinate to it. For example: Branch/Plant (MMCU) Dept A (MCU) Dept B (MCU) Job 123 (MCU) Business unit security is based on the higher-level business unit. Form-specific information For Shop Floor Control and Manufacturing Accounting: This field identifies the branch/plant in which the item resides.

To enter scheduling information

If a scheduling problem exists on your work order, an error message appears. This message indicates that there is a difference between the work order start date and one or both of the following:

• The start date of the first routing operation

• The calculated start date for the work order, which indicates difficulty in back scheduling

On Enter/Change Order

Complete the following fields:

• Requested

• Quantity Ordered

Field

Explanation

Date - Requested

The date that an item is to arrive or that an action is to be complete. Form-specific information For Shop Floor Control When you change the requested date: The system calculates a new start date based on the new requested date if you delete the date in the Start Date field before you enter the new requested date. If you do not delete the start date, the system does not recalculate or change it. The system recalculates the operation start and complete dates according to the scheduling rules defined.

To enter descriptive information

Descriptive information further identifies the work order, such as, its classification, priority, lot identification, parent item, and the revision level of its bill of material.

On Enter/Change Order

1. Complete the following optional fields:

   • Type

   • Priority

   • Remarks

   • Lot Number

   • Parent Work Order Number

   • Revision Level

2. Choose Detail.

   Figure 4-2 W. O. Detail Entry screen

   
   Description of "Figure 4-2 W. O. Detail Entry screen"
   
   

3. On W.O. Detail Entry, complete the following field to add detail text regarding the work order:

   • Description

4. Choose Record Types.

   Figure 4-3 Work Order Records Type screen

   
   Description of "Figure 4-3 Work Order Records Type screen"
   
   

5. On Work Order Record Types, complete the following fields to identify up to three additional headings for the detail form:

   • Subtitle I

   • Subtitle II

   • Subtitle III

6. On Enter/Change Work Order choose Work Order Category Codes.

   Figure 4-4 Work Order/Rate Category Codes

   
   Description of "Figure 4-4 Work Order/Rate Category Codes"
   
   

7. On Work Order Category Codes, complete the following optional fields:

   • Phase (Category Code 1)

   • Category Code 2

   • Category Code 3

   • Category Code 4

   • Category Code 5

   • Status

   • Service Type

   • Skill Type

   • Experience Level

   • Category Code 10

   • Originator

   • Supervisor

   • Standard Description

   • Search Cross Reference

Field	Explanation
Type	A user defined code (00/TY) that indicates the type classification of a work order or engineering change order. You can use work order type as a selection criteria for work order approvals. Form-specific information For Shop Floor Control: If you leave this field blank on order entry, the system uses the value specified in the processing options.
Priority	A user defined code (system 00, type PR) that indicates the relative priority of a work order or engineering change order in relation to other orders. A processing option for some forms lets you enter a default value for this field. The value then displays automatically in the appropriate fields on any work order you create on those forms and on the Project Setup form. You can either accept or override the default value.
Remarks:	Extended description field for work order information. Form-specific information For Shop Floor Control: If you leave this field blank, the system displays the description for the item from the Item Master table. However, you can override this default by changing the field on the work order header.
Lot/SN	A number that identifies a lot or a serial number. A lot is a group of items with similar characteristics.
Parent W.O. No	This is the parent work order number. You can use this number to: Enter default values for newly added work orders, for example, Type, Priority, Status, or Manager. Group work orders for project setup and reporting. Form-specific information For Shop Floor Control: You can manually enter this number to: Identify multi-level configured items Provide the default for work orders for the lower configured item (if you enter it for the top-level configured item) Group work orders for project setup and reporting
Revision Level	Indicates the revision level of a bill of material. It is usually used in conjunction with an engineering change notice or order (ECN or ECO). The revision level of the bill of material should match the revision level of its associated routing (data item RREV), although the system does not check this. This value is defined and maintained by the user.
Sub-Title Description	A subtitle, description, remark, name, or address. The text you type in this field appears as a column head on the Work Order Detail Entry screen for the record type indicated.
Phase	A user defined code (00/W1) that indicates the current stage or phase of development for a work order. You can assign a work order to only one phase code at a time. Note: Certain forms contain a processing option that allows you to enter a default value for this field. If you enter a default value on a screen for which you have set this processing option, the system displays the value in the appropriate fields on any work orders that you create. The system also displays the value on the Project Setup form. You can either accept or override the default value.
Status	A user defined code (system 00, type W6) that indicates the status of the work order.
Service Type	A user defined code (system 00, type W7) that indicates the service type for the work order.
Skill Type	The type or category of work order. Form-specific information For Shop Floor Control: A user defined code (system 00, type W8) that indicates the skill type for the work order.
Experience Level	The type or category of work order. Form-specific information For Shop Floor Control: A user defined code (system 00, type W9) that indicates the experience level for the work order.
Originator	The address book number of the person who originated the change request.
Supervisor	The address book number of the supervisor. Note: A processing option for some forms allows you to enter a default value for this field based on values for Category Codes 1 (Phase), 2, and 3. Set up the default values on the Default Managers & Supervisor form. After you set up the default values and the processing option, the information displays automatically on any work orders you create if the category code criterion is met. You can either accept or override the default value.
Std. Desc. . . . . BBB	A user defined code (system 48, type SN) that is assigned to a standard note, message, or general narrative explanation. You can use this code to add instructional information to a work order. You set up codes for this field on Standard Description. Form-specific information For Equipment/Plant Maintenance users: You can use this code to assign narrative text for a standard procedure. The information appears on the Item PM schedule and the work order routing.
Search X-Ref	An alphanumeric value used as a cross-reference or secondary reference number. Typically, this is the customer number, supplier number, or job number.

To enter planning information

You can identify where the work order is in the process and if it has been frozen.

On Enter/Change Order

Complete the following optional fields:

• Status Comment

• Status

• Freeze Code

Field	Explanation
Status Comment	A brief description to explain the status of the work order.
Status	A user defined code (00/SS) that describes the status of a work order or engineering change order. Any status change from 90 thru 99 automatically updates the date completed. Form-specific information For Shop Floor Control: A processing option for order entry lets you enter a default value for this field.
Freeze Code	A code that indicates if the order is frozen. MPS/MRP will not plan for frozen orders. Valid codes are: Y Yes, freeze the order N No, do not freeze the order (Default)

To enter responsible persons

You can identify the persons associated with the work order.

On Enter/Change Order

Complete the following optional fields:

• Planner

• Supervisor

• Customer

Field	Explanation
Address Number - Manager	The address book number of a manager or planner. Note: A processing option for some forms lets you enter a default value for this field based on values for Category Codes 1 (Phase), 2, and 3. Set up the default values on the Default Managers and Supervisors form. After you set up the default values and the processing option, the information displays automatically on any work orders you create if the category code criterion is met. (You can either accept or override the default value.) Form-specific information For Shop Floor Control: If you leave this field blank, the system uses the planner for the item in the Branch/Plant table.
Address Number	A number that identifies an entry in the Address Book system. Use this number to identify employees, applicants, participants, customers, suppliers, tenants, and any other Address Book members.

To enter sold to information

You can identify sales associated information for the work order.

On Enter/Change Order

Complete the following optional fields:

• Reference

• Customer

• Associated Sales Order

The fields listed above will contain default information if there is a sales order associated with this work order.

Field	Explanation
Related PO/SO/WO Number	A number that identifies a secondary purchase order, sales order, or work order associated with the original order. This is for information only.

To enter accounting information

You can identify the business unit to be charged and its account.

On Enter/Change Order

Complete the following optional fields:

• Charge to Cost Center

• Cost Code

Field	Explanation
Subsidiary	A subdivision of an object account. Subsidiary accounts include more detailed records of the accounting activity for an object account. Form-specific information For Shop Floor Control and Manufacturing Accounting: If a value is not entered in the AAI table for subsidiary account, the system uses this value as a default in journal entries.

To enter a revision level

On Enter/Change Order

1. Do one of the following:

   • Complete the following field:

     • Revision Level

   • Access the list of revision levels from which you can select for the work order by pressing F1.

   Figure 4-5 Revision Level window

   
   Description of "Figure 4-5 Revision Level window"
   
   

2. On Revision Level, select the revision level to be placed on the work order header.

   The system closes the Revision Level window.

3. On Enter/Change Order, add the revision level to the work order header by pressing Enter.

Field	Explanation
Bill Revision Level	Indicates the revision level of a bill of material. It is usually used in conjunction with an engineering change notice or order (ECN or ECO). The revision level of the bill of material should match the revision level of its associated routing (data item RREV), although the system does not check this. This value is defined and maintained by the user.

See Also:

• Set up action code security in the JD Edwards World Technical Foundation Guide

4.1.1 Processing Options

See Section 35.1, "Manufacturing Work Order Entry (P48013)"

4.2 Attaching the Ingredients List Interactively

Navigation

From Shop Floor Control (G31), choose Process Daily Order Preparation

From Daily Order Preparation - Process (G3113), choose Enter/Change Order

After you enter your work order header, you attach an ingredients list to it. You can attach ingredients lists:

• Interactively, using a function key

• Manually, entering the ingredients

• In batch mode, using the Order Processing program

If a bill of material already exists in the system for the process, you can copy the bill of material information into the ingredients list. You can then attach this ingredients list to your work order header. You attach the ingredients list interactively using function keys.

After you interactively attach the ingredients list, you can:

• Specify or change a substitute item or quantities from different locations

• Choose substitute items and their quantities on hand when an ingredient shortage is encountered

Use a processing option for Enter/Change Order to specify the substitute processing that you want to use:

• Commit using the commitment control set in Manufacturing Constants

• Commit using the commitment control set in Manufacturing Constants, but use substitutes for shortages

• Commit using the commitment control set in Manufacturing Constants, but use substitutes if the quantity available can cover the shortage

• Commit using the commitment control set in Manufacturing Constants, but display substitute availability when substitute quantity available can cover the shortage

Attaching the ingredients list interactively includes the following tasks:

• Attaching the ingredients list

• Entering substitutions (optional)

• Choosing substitute items (optional)

• Entering multiple locations (optional)

4.2.1 What You Should Know About

Topic	Description
Attaching the ingredients list manually	Use the manual method to change an ingredient on the bill of material or attach different substitutes. Or, make changes to these ingredients after interactive or batch attachment. See Chapter 5, "Process Work Orders"
Attaching the ingredients list using the batch program	Use the Order Processing program, and the appropriate processing option, to attach the ingredients list to the work order header. See Chapter 5, "Process Work Orders"
Copying an ingredients list from one work order to another	You can copy the ingredients list of a previously entered work order and attach it to a new work order. To do so: Locate the ingredients list of the existing work order Change the order number to the new work order Add the record
Using the generic text window	Access Work Order Component Master Text to create a separate generic text entry for each work order. This window enables you to provide more information and specific instructions per order. Any modifications you make to the text will not impact the text that was originally attached to the bill of material. You can also access the User Information and Text Model Selection windows to view user and date updates, as well as model selections.
Warehouse Management interface	If you use Warehouse Management and generate a parts list, the system searches for inventory in the staging or work center location. If you did not define a staging or work center location or inventory is not located, the system generates a pick request. The pick request notifies you of the need for materials from the warehouse. After the system creates the pick request, the Warehouse Management system processes instructions and creates suggestions for you to confirm. Then, the system updates the parts list and increases the quantity on hand for the To location and decreases the quantity on hand for the From location. When you recreate the ingredients list and the items are in warehouse two things can occur: Order Processing (P31415) prints In Warehouse for all items with the proper material status code Order Processing (P31410) prints a message indicating warehouse pick request exists, ingredients list not generated

To attach the ingredients list

On Enter/Change Order

1. Choose Ingredients.

   Figure 4-6 Ingredients List screen

   
   Description of "Figure 4-6 Ingredients List screen"
   
   

2. On Ingredients List, use the appropriate function key to copy the bill of material.

3. Add the bill of material to the ingredients list.

4. Review the following fields:

   • Process/Item

   • Quantity Ordered

   • Description

   • Quantity Ordered Unit of Measure

   • Line Type

5. Choose More Details.

   Figure 4-7 Ingredients List screen Including Bill of Material Information

   
   Description of "Figure 4-7 Ingredients List screen Including Bill of Material Information"
   
   

6. Review the following fields:

   • Revision Level

   • Material Status

   • Location

   • Lot

   • Operations Sequence

   • Requested

   • Fixed/Variable

   • Issue Type Code

   • Branch/Plant

   • From Potency

   • Through Potency

   • From Grade

   • Through Grade

   • Supplier

   • Issue and Receipts

Field	Explanation
LT	A code that controls how the system processes lines on a transaction. It controls the systems with which the transaction interfaces (General Ledger, Job Cost, Accounts Payable, Accounts Receivable, and Inventory Management). It also specifies the conditions under which a line prints on reports and is included in calculations. Codes include: S – Stock item J – Job cost N – Non-stock item F – Freight T – Text information M – Miscellaneous charges and credits W – Work order
UM	A user defined code (system 00/type UM) that identifies the unit of measurement for an amount or quantity. For example, it can represent a barrel, box, cubic yard, gallon, an hour, and so on. Form-specific information If you leave this field blank for an existing component, the system uses the value in the Bill of Material Master table. If you leave this field blank for a new component, the system uses the component unit of measure from the Item Master table. For both of these situations, the system updates the quantities in the Item Location table in primary unit of measure.
Location	A code that identifies inventory locations in a branch/plant. You define the format of the location identifier by branch/plant.
Operations Seq	In routings, this number is used to sequence the fabrication or assembly steps in the manufacture of an item. You can track costs and charge time by operation. In bills of material, this number designates the routing step in the fabrication or assembly process that requires a specified component part. You define the operation sequence after you create the routing for the item. The Shop Floor Control system uses this field in the backflush/preflush by operation process. In engineering change orders, this number is used to sequence the assembly steps for the engineering change. Skip To fields allow you to enter an operation sequence that you want to begin the display of information. You can use decimals to add steps between existing steps. For example, use 12.5 to add a step between steps 12 and 13.
Revision Level	The current revision level of a component on the bill of material. It is usually used with an engineering change notice or order (ECN or ECO).
Material Status	A code (table 31/MS) that identifies the current status of a particular component on the work order.
Fixed/Variable	Indicates if the quantity per assembly for an item on the bill of material varies according to the quantity of the parent item produced or is fixed regardless of the parent quantity. This value also determines if the component quantity is a percent of the parent quantity. Valid values are: F – Fixed Quantity V – Variable Quantity (Default) % Quantities are expressed as a percentage and must total 100% For fixed quantity components, the Work Order and MRP systems do not extend the component's quantity per assembly value by the order quantity. For Process Manufacturing, the system stores percent components. Therefore, the system treats zero batch sizes like variable quantity components, and treats batch sizes greater than zero like fixed quantity components.
Issue Type Code	A code that defines how the system issues each component in the bill of material from stock. In shop floor control, it indicates how the system issues a part to a work order. Valid codes are: I – Manual issue (default) F – Floor stock (no issue) B – Backflush (when part is reported as complete) P – Preflush (when parts list is generated) U – Super backflush (at pay-point operation) S – Sub-contract item (send to supplier) Blank – Shippable end item You can issue a component in more than one way within a specific branch/plant by using a different code on the bill of material and work order parts list. The bill of material code overrides the branch/plant value.
Potency	A code that indicates the potency of the lot, which is expressed as a percentage of active or useful material (for example, the percentage of alcohol in a solution). The actual potency of a lot is defined in the Lot Master table (F4108).
Grade	This field contains the grade of a lot expressed as an alphanumeric code. The grade is used to indicate the quality of the lot. For example: A1 – Premium grade A2 – Secondary grade The grade for a lot is stored in Lot Master table (F4108).
From Potency	A number that indicates the minimum potency, or percentage of active ingredients, acceptable for an item. The system displays a warning message if you try to purchase or issue items that do not meet the minimum acceptable potency. The system does not allow you to sell items that do not meet the minimum acceptable potency. Form-specific information The From Potency field and the Through Potency field define the allowable percent of active ingredients for an item. The From Potency value should be less than the Through Potency value. These values are also used to determine the potency requirements of a component in a bill of material or an item in a purchase or sales order. For example, the value of the From Potency equals 70.000%, and the value of the Through Potency equals 80.000%. In this case, inventory allocations for this item are made for lots for which the potency is greater than or equal to 70.000%, and less than or equal to 80.000%.
From Grade	A code (system 40, type LG) that indicates the minimum grade that is acceptable for an item. The system displays a warning message if you try to purchase or issue items with grades that do not meet the minimum grade acceptable. The system does not allow you to sell items with grades that do not meet the minimum acceptable level. Form-specific information The From Grade and the Through Grade fields define the allowable grades for an item. The From Grade should be less than the Through Grade. These values are also used to determine the grade requirements of a component in a bill of material or an item in a purchase or sales order. For example, the value of the From Grade equals A01, and the value of the Through Grade equals A05. In this case, inventory allocations for this item will be made for lots for which the grade is greater than or equal to A01, and less than or equal to A05.
Issue and Receipt	Indicates if an item is under a pay on consumption agreement. Blank – Purchases will be paid upon receipt of the item. 1 – Purchases will be paid when issued to the plant floor.
Address Number - Input (Mode Unknown)	The address number you want to retrieve. You can use the short format, the long format, or the tax ID (preceded by the indicators listed in the Address Book constants).
Oper Scrap %	The system uses this value to increase or decrease the amount of materials to account for loss within the operation. The system updates this value on Enter/Change Bill of Material when you run the Planned Yield Update program. The system calculates this value by compounding the yield percentages from the last operation to the first operation. Use a processing option in Enter/Change Routing to enable the system to calculate the component scrap percent.

To enter substitutions

You can specify substitutions for the ingredients. To do this, enter the substitute quantities in the Component Item Substitutions form. If there is no quantity available, no information appears on this form.

On Enter/Change Order

1. Choose Parts List/Ingredients List.

2. On Ingredients List, choose Component Substitutes.

   Figure 4-8 Component Substitutes screen

   
   Description of "Figure 4-8 Component Substitutes screen"
   
   

3. On Component Substitutes, complete the following field:

   • Quantity

4. Review the following default information:

   • Quantity Substituted

   • Unit of Measure

   • Item Number

   • Unit of Measure

   • Description

   • Quantity Available

Field	Explanation
Unit of Measure as Input	The basic measurement used to designate the quantity of an inventory item. Examples are: BA – bale LB – pound BG – bag MB – per thousand pieces BU – bundle MF – per thousand feet BX – box MW – per thousand weight CB – per hundred pieces PC – piece CF – per hundred feet PR – pair CS – per hundred square feet RL – roll CW – per hundred weight SF – square feet DM – drum SK – skein DZ – dozen TN – ton EA – each FT – feet
Quantity on Hand - Primary units	The number of units that are physically in stock. The quantity on-hand displays in the primary unit of measure.

To choose substitute items

When the system encounters an ingredient shortage, you can choose the available substitutes and quantity. After you enter the information, the system adds the selected items and quantities to the ingredients list and deducts the equivalent quantity from the component. You cannot access this screen unless there is at least one quantity available.

On Enter/Change Order

1. Choose Work Order Ingredients List.

2. On Work Order Ingredients List, choose Substitute Availability.

   Figure 4-9 Substitute Availability screen

   
   Description of "Figure 4-9 Substitute Availability screen"
   
   

3. On Substitute Availability, review the following information:

   • Quantity

   • Item

   • Quantity on Hand

   • Quantity Available

4. Change the following field as needed:

   • Quantity

5. Select the record to place the equivalent quantity for the component in the ingredients list.

The system calculates this quantity using the substitute item setup values (fixed or variable, partial, and so on).

To enter multiple locations

You can specify more than one commitment location for the ingredient. However, if you select a location that is not the primary location specified on the parts list, the system hard commits the item.

On Enter/Change Order

1. Choose Work Order Ingredients List.

2. On Work Order Ingredients List, choose Select Multiple Locations.

   Figure 4-10 Select Multiple Locations screen

   
   Description of "Figure 4-10 Select Multiple Locations screen"
   
   

3. On Select Multiple Locations, complete the following fields:

   • Quantity

   • Location

   • Lot

   • Branch/Plant

Field	Explanation
Location	A code that identifies inventory locations in a branch/plant. You define the format of the location identifier by branch/plant. Form-specific information If you select a location that is not the primary location specified on the parts list for a specific item, the system hard commits that item.
Quantity Available	The quantity available can be the on-hand balance minus commitments, reservations, and backorders. Availability is user defined and can be set up in branch/plant constants.

4.3 Attaching the Routing Instructions Interactively

Navigation

From Shop Floor Control (G31), choose Process Daily Order Preparation

From Daily Order Preparation - Process (G3113), choose Enter/Change Order

After you enter your work order header, you attach the routing instructions to it. You can attach the routing instructions:

• Interactively, using a function key

• Manually, entering the routing instructions

• In batch mode, using the Order Processing program

You can copy the routing instructions from an existing work order and attach it to another work order. You do this using function keys.

4.3.1 Before You Begin

• Verify that a record for the parent item exists in the Item Master and Item Branch tables

• Enter the document type, line type, and status code for the purchase order in the processing options for Order Processing

4.3.2 What You Should Know About

Topic	Description
Attaching the routing instructions manually	Use the manual method to change a step in the operation that the Order Processing program assigns, or you can change a step after interactive or batch attachment. See Chapter 5, "Process Work Orders"
Attaching the routing instructions using the batch program	Use the Order Processing program and the appropriate processing option, to attach the routing instructions to the work order header. See Chapter 5, "Process Work Orders"
Creating a purchase order for outside operations	You must create a purchase order for any step in the routing instructions that involves a subcontractor, using the Enter/Change Process program (P3003). After you enter purchase order information, supplier, type of operation, purchase order, and cost type, you may run the Order Processing batch program or interactively attach the routing to create the purchase order.
Locating a routing	When you locate a routing, the system displays the operations that are effective at the start date of the work order and those that are standard instructions or text lines. If a routing is not attached to the work order, no values appear in the fields.
Changing the status of a routing operation	If you change the status of a routing operation, the system can create duplicate purchase orders for that operation.
Deleting an outside operation for a routing	If you delete an outside operation with an associated purchase order, the system deletes the purchase order if the original status of the routing operation remains unchanged. When the system deletes the purchase order, it updates the quantity on purchase order value for the primary location and the open amount in the supplier instructions.
Item records	A record for the item in the work order must exist in the Item Branch table (F4102). If the system does not find the record, it creates one in the table.
Using the generic text window	Access the Work Order Routing Operation Master Text window to create a separate generic text entry for each work order. This window enables you to provide more information and specific instructions per order. Any modifications you make to the text will not affect the text that was originally attached to the item's routing. You can also access the User Information and Text Model Selection windows to view user and date updates, as well as model selections.
Using the Warehouse Management system	If you set up the work center as a valid location, the system checks the work center for availability before you use Warehouse Management.

See Also:

• Section 35.2, "Generate and Print Work Orders (P31410)"for instructions on running the Order Processing batch program

To attach the routing instructions interactively

On Enter/Change Order

1. Choose Routing Revisions.

   Figure 4-11 Routing Revisions screen

   
   Description of "Figure 4-11 Routing Revisions screen"
   
   

2. On Routing Revisions, choose the selection option to copy the routing.

3. Add the routing to the routing revisions.

4. Add the routing to your work order header.

5. Review the following fields:

   • Work Center

   • Operation Sequence Number

   • Description

   • Machine Run Hours

   • Labor Run Hours

   • Consumed/Produced/Both

6. Access the detail area.

   Figure 4-12 Routing Revisions screen, Detail area

   
   Description of "Figure 4-12 Routing Revisions screen, Detail area"
   
   

7. Review the following fields:

   • Equipment

   • Instruct Number

   • Start

   • Requested

   • Type Operation

   • Pay Point

   • Crew

   • Setup Hours

   • Queue Hours

   • Move Hours

Field	Explanation
Description - Line 2	A second, 30-character description, remark, or explanation.
Machine	This is the standard machine hours expected to be incurred in the normal production of this item.
Cons Prod	This flag indicates whether ingredients are consumed at a step and/or co and byproducts are produced. Possible values are: Blank – No consumed or produced resources are defined for the operation. C – Consumed resources (components, ingredients) are defined going into the operation. P – Produced resources (co-products, by-products) are defined coming out of the operation. Both – Both consumed resources (components, ingredients) and produced resources (co-products, by-products) are defined for the operation. Note: When using Process Manufacturing, if this field is highlighted, an intermediate exists for the operation.
Yield %	Represents the planned output yield percent for a step. The Planned Yield Update program uses this value to update the Cumulative Percent in the bill of material and the Operation Scrap Percent in the routing. Materials Requirements Planning uses the step scrap percent and the existing component scrap percent to plan component demand. Form-specific information This field is not input-capable. The system uses the value in the Routing table.
Op Typ	A user defined code (system 30, type OT) that indicates the type of operation. For example: A – Alternate routing TT – Travel time IT – Idle time T – Text (Enter text at Description)
Pay Point Code	A code that indicates if a work center will have labor, material, or both, backflushed through it when quantities are reported against operations occurring in the work center. The default value for this code is the routing sequence record unless overridden when the routing is defined. Valid codes are: 0 – Not a backflush work center B – Backflush material and labor M – Backflush material only L – Backflush labor only P – Preflush material only If you leave this field blank, the system uses the value in the Enter/Change Routing table.
Crew	The number of people who work in the specified work center or routing operation. The system multiplies the Run Labor value in the Routing Master table (F3003) by crew size during costing to generate total labor dollars. If the Prime Load Code is L or B, the system uses the total labor hours for back scheduling. If the Prime Load Code is C or M, the system uses the total machine hours for back scheduling without modification by crew size.
% of Overlap	The overlapping of successive operations. The actual overlap percentage entered for the operation sequence is the percent by which that operation overlaps the prior operation. For example, if you enter 80%, this indicates that work can begin on the overlapped operation when 20% of the prior operation is completed. Notes: .Overlapping has no effect on move and queue calculations. The percent entered must be less than or equal to 100%. Enter percents as whole numbers: 5% as 5.00 Form-specific information If you leave this field blank, the system uses the value in the Routing table.
Unit or Tag Number	A 12-character alphanumeric code used as an alternate identification number for an asset. This number is not required, nor does the system assign a number if you leave the field blank when you add an asset. If you use this number, it must be unique. For equipment, this is typically the number stenciled on the equipment.
Time Basis	A user defined code (system 30, type TB) that identifies the time basis or rate for machine or labor hours entered for any routing step. You can set rates per unit, per 10, per 1000, and so on. The system uses the values in the Description-2 field on the User Defined Codes screen for costing and scheduling calculations. The description is what the code represents, but is not used in calculations.
Setup Hours	The standard setup hours you expect to incur in the normal completion of this item.
Queue Hours	The total time (in hours) that an order is expected to be in queue at work centers and moving between work centers. The system stores this value in the Item Branch table (F4102). You can calculate this value using the Lead time Rollup program or you can enter it manually. When you run the Lead time Rollup program, the system overrides manual entries with calculated values.
Primary / Last Supplier Number	The address book number of the preferred provider of this item. You can enter the number for the supplier or you can have the system enter it each time that you receive the item from a supplier. You specify whether the system enters the supplier using processing options for Enter Receipts. Form-specific information The supplier can be entered in the item branch record for an item manually, or you can choose to update this field when the item is first received.
Purchase Order (Y/N)	Determines if the Work Order Generation program (P31410) or Interactive attachment creates a purchase order for a subcontracted operation within a routing. Valid values are: Y – Yes, create a purchase order. N – No, do not create a purchase order.
Cost Component	This code designates each element of cost for an item. An example of the coding structure is: A1 – Purchased raw material B1 – Direct labor routing sheet rollup B2 – Setup labor routing sheet rollup C1 – Variable burden routing sheet rollup C2 – Fixed burden routing sheet rollup Dx – Used for outside processing routing sheet rollup Xx – Usually used for extra add-ons, such as electricity, water, and so forth The optional add-on computations usually operate with the type "X" extra add-ons. This cost structure allows you to use an unlimited number of cost components to calculate alternative cost rollups. The system then associates these cost components with one of six user defined summary cost buckets.

4.4 Attaching Co-Products and By-Products

After you enter a work order header, you attach co-products and by-products to the work order. To attach co-products and by-products, you can:

• Use a selection from the Enter/Change Order program.

• Set a processing option to automatically create records when you create the work order header.

• Copy a bill of material, which automatically creates co-product and by-product records.

• Copy a routing, which automatically creates co-product and by-product records.

• Set a processing option to automatically create co-product and by-product records when you create work orders by answering detail messages in the Material Requirements Planning system.

You need to identify the percentage of the ingredients that the system issues to a specific co-product and by-product. Co-products and by-products exist at the final operation, their resource percent must equal 100 for the system to issue all ingredients.

Attaching the co-products and by-products includes the following tasks:

• Setting the resource percent for the co-products and by-products

• Attaching the co-products and by-products

4.4.1 What You Should Know About

Topic

Description

Blending, filling, and packaging

You can use Process Resource Revisions to add ingredients associated with an individual step in a process. The system allows a percent bill to be added to 100% and additional quantities to include fixed or variable definitions. The system also verifies the blending tank's or fill line's associated allowed product matrix is compatible with the work order's ingredients list, and displays any errors. See JD Edwards World Bulk Stock Management Guide.

4.4.2 Example: Feature Cost Percent

OP	Co-Product & By-Product	Percent	Cost this Operation	Co-Product & By-Product Cost
10	By 1	10	100.00	10.00
20	Co 1	30	100 + 90	57.00
	Co 2	20		38.00
30	---		100 + (190-95)
40	Co 1	60	100 + 195	177.00
	Co 2	30		88.50
	Co 3	10		29.50

To set the resource percent for the co-products and by-products

On Enter/Change Process

1. Choose Co/By-Product Revisions.

   Figure 4-13 Process Resource Revisions screen

   
   Description of "Figure 4-13 Process Resource Revisions screen"
   
   

2. On Process Resource Revisions, access the detail area.

   Figure 4-14 Process Resource Revisions screen, Detail area

   
   Description of "Figure 4-14 Process Resource Revisions screen, Detail area"
   
   

3. Complete the following optional field:

   • Resource Percent

Field	Explanation
Co/By-Product/Intermediate	Distinguishes standard components or ingredients from co-products, by-products and intermediates. Valid values are: C – Co-products are (concurrent) end items as the result of a process. B – By-products are items that can be produced at any step of a process, but were not planned for. I – Intermediate products are items that are defined as a result of a step but are automatically consumed in the following step. Generally, intermediates are non-stock items and are only defined steps with a pay-point for reporting purposes. Blank – Standard components (Discrete Manufacturing) or ingredients (Process) consumed during the production process.
Output Qty	The quantity of finished units that you expect this bill of material or routing to produce. This field allows you to specify varying quantities of components based on the amount of finished goods produced. For example, 1 ounce of solvent is required per unit up to 100 units of finished product. However, if 200 units of finished product are produced, 2 ounces of solvent are required per finished unit. In this example, you would set up batch quantities for 100 and 200 units of finished product specifying the proper amount of solvent per unit. Form-specific information This value specifies the quantity of each co-/by-product that the process produces. If you use batch bills, this is the quantity that the batch produces.
Feat Cost %	A percentage used by the Simulate Cost Rollup program to calculate the cost of a feature or option item as a percentage of the total cost of the parent. Enter the percentage as a whole number: 5% as 5.0 Form-specific information This value is used in Cost Rollup to calculate what percent of the cost, up to and including the operation, that the co-/by-product comes out of, is apportioned to the co-/by-products at that step. The total of all percentages at an operation cannot exceed 100%. The total of all percentages at the last operation must equal 100%.
Resource %	If this option is chosen, this value indicates what percent of the ingredients should be issued separately to co-products and by-products. Form-specific information This is used to issue ingredients separately to co-/by-products at work order completion, rather than a total issue for each ingredient. For co-/by-products at the final operation, their resource percent must equal 100 to issue all ingredients.

To attach the co-products and by-products

You can attach the co-products and by-products to the work order in one of two ways:

• When the work order header is created, if you set the processing option to do so

• When the ingredients list is attached to the work order header

On Enter/Change Order

1. Choose C/B Products.

   Figure 4-15 Co/By Product Revisions screen

   
   Description of "Figure 4-15 Co/By Product Revisions screen"
   
   

2. On Co/By Product Revisions, review the following fields:

   • Code

   • Co/By Product

   • Description

   • Output Quantity

   • Unit of Measure

3. Access the detail area.

   Figure 4-16 Co/By Product Revisions screen, Detail area

   
   Description of "Figure 4-16 Co/By Product Revisions screen, Detail area"
   
   

Field	Explanation
Co-Products/By-Products/Intermediate	Distinguishes standard components or ingredients from co-products, by-products and intermediates. Valid values are: C – Co-products are (concurrent) end items as the result of a process. B – By-products are items that can be produced at any step of a process, but were not planned for. I – Intermediate products are items that are defined as a result of a step but are automatically consumed in the following step. Generally, intermediates are non-stock items and are only defined steps with a pay-point for reporting purposes. Blank – Standard components (Discrete Manufacturing) or ingredients (Process) consumed during the production process.
Units - Order/Transaction Quantity	The quantity of units affected by this transaction.

4.5 Attaching the Intermediate Items

Navigation

From Shop Floor Control (G31), choose Process Daily Order Preparation

From Daily Order Preparation - Process (G3113), choose Enter/Change Order

Use intermediates to track the quantity of output of any operation in a work center at a specific time. You can define intermediates in different units of measure and quantities. You set up one intermediate per operation. However, you cannot define an intermediate for the last operation.

An example of an intermediate is fermented liquid. The liquid ferments for an extended period of time before being distilled. The resulting liquid is not a finished product, but it proceeds to the next operation (similar to a phantom item).

You can attach intermediate records in a variety of ways:

• Copy a bill of material, which automatically creates intermediate records.

• Copy a routing, which automatically creates intermediate records.

• Manually enter the intermediate items on the routing instructions or ingredients list.

• Set a processing option to automatically create a parts list when you create work orders by answering detail messages in the Material Requirements Planning system. The intermediate records are automatically created as well.

To attach the intermediate items

On Enter/Change Order

1. Choose Ingredients List.

2. On Ingredients List, choose Intermediate Product Revisions.

   Figure 4-17 Intermediate Product Revisions screen

   
   Description of "Figure 4-17 Intermediate Product Revisions screen"
   
   

3. On Intermediate Product Revisions, complete the following fields:

   • Item

   • Quantity Ordered

   • Unit of Measure

4. Access the detail area.

   Figure 4-18 Intermediate Product Revisions screen, Detail area

   
   Description of "Figure 4-18 Intermediate Product Revisions screen, Detail area"
   
   

Field	Explanation
Units - Order/Transaction Quantity	The quantity of units affected by this transaction. Form-specific information The quantity of the intermediate produced at this operation.
Unit of Measure	A user defined code (system 00/type UM) that identifies the unit of measurement for an amount or quantity. For example, it can represent a barrel, box, cubic yard, gallon, an hour, and so on.

4.6 Assigning Serial Numbers

Navigation

From Shop Floor Control (G31), choose Process Daily Order Preparation

From Daily Order Preparation - Process (G3113), choose Enter/Change Order

Alternatively, you can choose Assembly Serial Numbers from the Daily Order Preparation - Discrete menu (G3111). However, if you access Assembly Serial Numbers from the menu, you can use it only to locate existing serial numbers. You cannot update or add serial numbers when you access this program from the menu.

You assign serial numbers to your work orders to track serialized items within lots. You can assign serial numbers to work orders at any time. When you enter serial numbers, the system creates Serial Number Master records, as well as Work Order Lot/Serial Numbers (LSNs). The system does not validate any serial number that you enter until you complete the work order. If you do not assign a serial number to a serialized assembly, the system requires a number before you can complete the work order. After you complete a work order, you cannot modify any serial numbers that are assigned to the assemblies.

You can assign serial numbers to specific assemblies at any time prior to completing the work order using Assign Work Order LSN. You can also assign serial numbers to specific assemblies at the time of work order completions using Associate Issued Item LSNs. You can associate serialized components to a specific assembly either at inventory issues or work order completions. You must issue serialized components in their respective primary unit of measure to allow for association.

Assembly Serial Numbers assume a quantity of one in the unit of measure on the work order. For serialized assemblies, this will be the primary unit of measure. You cannot enter more serial numbers than the quantity on the work order.

4.6.1 Before You Begin

• Set the Lot Process Type and Serial Number Required fields on the Item Master Information screen for serial number processing

4.6.2 What You Should Know About

Topic	Description
Deleting serial numbers	You can only delete serial numbers if there is no activity detected for the number.

To assign serial numbers

On Enter/Change Order

1. To locate the work order you want to assign serial numbers to, complete the following field:

   • Order Number

2. Choose Exit to Assign Serial Numbers.

   Figure 4-19 Assign Serial Numbers screen

   
   Description of "Figure 4-19 Assign Serial Numbers screen"
   
   

3. On Assign Work Order LSN's, choose Generate Serial Numbers to assign serial numbers to your work order.

4. To view the serial numbers that were assigned, relocate your order number.