7 Work with Commitments

This chapter contains these topics:

Section 7.1, "Defining Commitment Rules"

Section 7.2, "Defining Commitments at a Work Center Location"

Section 7.3, "Managing Commitments for Grade and Potency Controlled Items"

Section 7.4, "Creating Commitments for Potent Units"

Section 7.5, "Reposting Work Order Commitments"

When an ingredients list is attached to a work order header, either manually or using the batch program, the system automatically creates commitments for each ingredient.

What You Should Know About

Topic Description
Activating substitution checking When the system creates commitments, either manually or using the batch program, you can activate a processing option to verify if substitutes exist for an ingredient. When you create commitments manually, the item number is highlighted during the attachment process.

7.1 Defining Commitment Rules

When you define commitments, you set up the parameters that determine how the commitment is made. If you are using lot control, you also manage commitments by grade and potency. Repost commitments when you need to clear commitments and reassign quantities to other work orders.

When you create a commitment manually or using the batch program, you must define the following commitment rules for the work order:

  • Defining the commitment method for the item

  • Defining the commitment control and type of commitment

To define the commitment method for the item

Navigation

From Inventory Management (G41), choose Inventory Master/Transactions

From Inventory Master/Transactions (G4111), choose Item Branch/Plant Information

You can define the method that the system uses when creating a commitment. These methods are by location, lot number, or lot expiration date.

On Item Branch/Plant Information

Figure 7-1 Item Branch/Plant Information screen

Description of Figure 7-1 follows
Description of "Figure 7-1 Item Branch/Plant Information screen"

Complete the following field:

  • Commitment Method

Field Explanation
Commitment Method A code that indicates the method that the system uses to commit lot items from inventory. Valid codes are:

  1. The normal commitment method for inventory (default). The system commits inventory from the primary location and then from secondary locations. The system commits inventory from the locations with the most inventory before committing inventory from locations with the least. The system commits backorders to the primary location.

  2. The inventory commitment method by lot number. The system commits inventory by lot number, starting with the lowest lot number and committing orders to available lots.

  3. The inventory commitment method by lot expiration date. The system commits inventory from the locations with the earliest expiration date first. The system considers only locations with expiration dates greater than or equal to the sales order or parts list requested date.

To define the commitment control and type of commitment

Navigation

From Shop Floor Management (G31), choose Shop Floor Control Setup

From Shop Floor Control Setup (G3141), choose Manufacturing Constants

You can define the commitment control method and type for the work order. The control determines how the system commits inventory to a work order, and limits the inventory location to which commitments are made. The type specifies whether the commitment is soft, hard, or starts out soft and later becomes hard.

On Manufacturing Constants

Figure 7-2 Manufacturing Constants

Description of Figure 7-2 follows
Description of "Figure 7-2 Manufacturing Constants"

Complete the following fields:

  • Commitment Control

  • Hard/Soft Commit

Field Explanation
Commitment Control Determines how the system commits inventory to a work order, and limits the inventory location to which commitments are made. The system activates this field only when you create hard commitments. Valid codes are:

  1. Make commitments to the primary location in the branch/plant where the work order originates.

  2. Split the parts list and commitments to fill any component shortages. The system can cross branch boundaries to fill requirements. In this case, the system uses the next alphabetical branch/plant listed in the table that occurs after the branch/plant on the work order header. For example:

    CAL

    CHI

    CLE

    HOU

    If the system starts committing inventory at branch/plant CHI, it accesses CLE as the next branch/plant. If inventory is low in all locations, the system makes the remaining commitments to the primary location of the branch/plant on the work order header.

  3. Same as 2, but the system cannot cross branch boundaries.

When you set the Commitment Method field in the Item Branch/Plant table to 2 or 3 (lot number or expiration date control), you must set this field to 3.
Hard/Soft Commit Determines how the Shop Floor Control system commits inventory. Valid codes are:

  1. The system performs a hard commitment at the creation of the parts list. The hard commitment remains in effect until inventory is relieved.

  2. The system performs a soft commitment at the creation of the parts list. Changed to a hard commitment during the pick list print process for the work order. The hard commitment remains in effect until inventory is relieved.

  3. The system performs a soft commitment at creation of the parts list. The soft commitment remains in effect until inventory is relieved.

For World: When the hard/soft commit option is set to 2 or 3, any line item in the parts list may be hard committed prior to printing or relieving the inventory.

Note: When you set the Commitment Method field in the Branch/Plant Constants screen to 2 or 3, you must use 1 or 2 for this field because a hard commitment must be performed.

7.2 Defining Commitments at a Work Center Location

Defining commitments at a work center consists of:

  • Defining the location at the work center

  • Defining the work center in the item's routing

  • Defining the ingredients for a process

  • Defining how the system commits inventory during backflush

To define the location at the work center

Navigation

From Product Data Management (G30), choose Daily PDM Discrete

From Daily PDM Discrete (G3011), choose Enter/Change Work Center

On Enter/Change Work Center

Figure 7-3 Enter/Change Work Center screen

Description of Figure 7-3 follows
Description of "Figure 7-3 Enter/Change Work Center screen"

Complete the following fields:

  • Work Center

  • Location - Issue

To define the work center and location in the items routing

Navigation

From Product Data Management (G30), choose Daily PDM Process

From Daily PDM Process (G3012), choose Enter/Change Process

On Enter/Change Process

Figure 7-4 Enter/Change Process screen

Description of Figure 7-4 follows
Description of "Figure 7-4 Enter/Change Process screen"

Review the following field:

  • Work Center

  • Replenishment Location

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

This field overrides the location defined in the work center master, which allows for multiple work center locations.

To define the ingredients for a process

Navigation

From Product Data Management (G30), choose Daily PDM Process

From Daily PDM Process (G3012), choose Enter/Change Process

On Enter/Change Process

Figure 7-5 Enter/Change Process screen

Description of Figure 7-5 follows
Description of "Figure 7-5 Enter/Change Process screen"

  1. Complete the following fields:

    • Branch/Plant

    • Parent Item

  2. Access the detail area.

    Figure 7-6 Enter/Change Process screen, Detail area

    Description of Figure 7-6 follows
    Description of "Figure 7-6 Enter/Change Process screen, Detail area"

  3. Complete the following field:

    • Operation Sequence

  4. Choose Text.

    Figure 7-7 Routing Operation Master Text window

    Description of Figure 7-7 follows
    Description of "Figure 7-7 Routing Operation Master Text window"

  5. Create a separate generic text entry for a component item of the parent item.

    This window enables you to provide more information and specific instructions per component. You can also use the User Information and Text Model Selection windows to view user and date updates, as well as model selections.

7.2.1 What You Should Know About

Topic Description
Attaching notes Access the Notes window to create a separate generic text entry for each operation sequence of the routing. This window enables you to provide more information and specific instructions per step. You can also access the User Audit Information and Select Notes Template windows to view user and date updates, as well as templates.
Blending, filling, and packaging Use the Enter/Change Process program to add ingredients associated with a manufacturing product. The system allows a percent bill to be added to 100% and additional quantities to include fixed or variable definitions.

See JD Edwards World Bulk Stock Management Guide.

To define how the system commits inventory during backflush

Navigation

From Shop Floor Management (G31), enter G3141 in the selection or command line

From Shop Floor Control Setup(G3141), choose Manufacturing Constants

On Manufacturing Constants

Figure 7-8 Manufacturing Constants screen

Description of Figure 7-8 follows
Description of "Figure 7-8 Manufacturing Constants screen"

Complete the following field:

  • Backflush Options

Field Explanation
Backflush Options Determines how the system performs commitment and release of inventory during the backflush process. Valid codes are:

  1. Create a standard parts list based on the value in the Commitment Control field in the Manufacturing Constants table (F3009).

  2. Create a parts list, committing to the location indicated in the Work Center Master table (F30006). The Operation Sequence field in the Bill of Material table (F3002) determines the work center that is used.

Note: You must create the work order routing before the parts list. If you are running work order generation, the work order routing and the parts list must be created at the same time.

7.3 Managing Commitments for Grade and Potency Controlled Items

Navigation

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

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

On Enter/Change Order, choose Ingredients List.

Grade and potency controlled items must be lot controlled. When the system creates commitments for grade and potency controlled items, it moves the grade and potency range to the ingredients list. Only those lots within the range are eligible for commitments.

For example:

Unit Location Exp. Date Grade On Hand Commit
P         50
S 9406220000 08/31 A01 50 50
S 9406230000 08/15 A02 300 300
S 9406240000 12/12 A03 400 400
S 9406250000 09/01 A04 5  
S 9406260000 09/01 A05 5000  

In the above example, the work order quantity required is 800, and the grade range is A01-A03. The system makes the commitments in date sequence.

The system commits the quantities using the primary unit of measure. If all of the commitments cannot be made against specified lots in the range, the system commits the remainder to the primary location at standard grade or potency.

See Also:

7.4 Creating Commitments for Potent Units

When you define a unit of measure as a potent unit of measure, and the system creates commitments, the system converts the quantity to the primary unit of measure. For example, if the primary unit of measure is GA (gallons), the component unit of measure is GP (potent gallons), and the standard potency is 70%, the ingredients list requires 500 GP.

Unit Location Potency On Hand Potent Units Commit at Standard & 70%
P         43
S 9406220000 80% 50 40 50
S 9406230000 90% 300 270 300
S 9406240000 40% 400 160 400

In the above ingredients list example, only the equivalent of 470 GPs are available. The remaining 30 GPs are committed back to primary (30 GP/.7 = 43 GA).

Using the above example, if the primary unit of measure was GP, the potency associated with it in the Lot Master table (F4108) is only for conversion purposes. Potent units of measure are assumed to be 100% potent.

Also, a lot that consists of 100 potent units with a potency of 75% means that it is the equivalent of 133.3333... physical gallons (100/75). It is important for those companies that store in potent units to know the physical size of the inventory.

Caution:

The system issues a warning message when it changes the standard value for grade or potency on the branch/plant record. Commitments can be brought out of balance if the primary unit of measure for an item is non-potent and commitments exist from a sales order or work order in a potent unit of measure. The reverse is true as well. You can correct this by running a repost for the sales order and work order. JD Edwards World recommends that you run sales order reports, and repost the purchase order, after you repost the work order.

Creating commitments for potent units consists of:

  • Defining potent units

  • Setting up a unit of measure conversion

To define potent units

Navigation

From General Systems (G00), choose General User Defined Codes

On General User Defined Codes

Figure 7-9 General User Defined Codes screen

Description of Figure 7-9 follows
Description of "Figure 7-9 General User Defined Codes screen"

  1. Access the detail area.

    Figure 7-10 General User Defined Codes screen, Detail area

    Description of Figure 7-10 follows
    Description of "Figure 7-10 General User Defined Codes screen, Detail area"

  2. Complete the following field:

    • Special Handling Code

Field Explanation
Special Handling Code - User Def Codes A code that indicates special processing requirements for certain user defined code values. The particular value you enter in this field is unique for each user defined code record type.

The system uses the special handling code in many ways. For example, special handling codes defined for Language Preference specify if the language is double-byte or if the language does not have uppercase characters. Programming is required to activate this field.

Form-specific information

If a "P" is in the second position, the system identifies that unit of measure as a potent unit of measure.

To set up a unit of measure conversion

Navigation

From Inventory Management (G41), enter G4141 in the selection or command line

From Inventory System Setup (G4141), choose Standard Units of Measure

You set up a unit of measure conversion for potent units so that the system can:

  • Convert potent units of measure to physical units of measure

  • Convert physical units of measure to potent units of measure

On Standard Units of Measure

Figure 7-11 Standard Units of Measure screen

Description of Figure 7-11 follows
Description of "Figure 7-11 Standard Units of Measure screen"

Complete the following fields:

  • Unit of Measure

  • Quantity

  • Unit of Measure

7.5 Reposting Work Order Commitments

Navigation

From Shop Floor Control, enter 27

From Advanced Shop Floor Control (G3131), choose Repost Open Quantities

After you set up commitments, run the Repost Open Quantities batch program to:

  • Clear outdated or invalid commitments

  • Repost the commitments and on-order quantities specified in your work order to current requirements

Processing options allow you to limit the repost process to those work orders below a certain status.

7.5.1 Before You Begin

7.5.2 What You Should Know About

Topic Description
Inventory interfaces The system does not repost bulk items and lines that do not have an inventory interface.
Reposting open and on-order quantities When you repost open and on-order quantities on your work orders, the system:

  • Clears (sets to zero) all quantity and quantity committed values in the Item Branch table (F4102).

  • Reposts the quantity value in the Item Branch table for the parent item. The system uses the information from the Work Order Master table (F4801) and the following calculation: Quantity Ordered - (Quantity Completed + Quantity Scrapped)

  • Reposts the quantity committed value for components in the Item Branch table for the location specified on the work order parts list for the item. The system uses the information from the Shop Floor Control Parts List table (F3111) and the following calculation: Quantity Required - Quantity Issued

7.5.3 Processing Options

See Section 35.4, "Work Order Repost (P3190)"