Maintain Plant or Equipment
Business Example
You are a machine tool manufacturer with large milling machines you carefully maintain. You have decided to manage this maintenance activity using a non-standard discrete job.
Assumptions
Your manufacturing engineers have already set up a non-stockable item and a primary routing for each of the various types of factory machines. In this case, the mill has a primary routing that includes all the operations and resources required for periodic maintenance.
Setup
Use the Discrete Jobs window to define a non-standard discrete job with no assembly and with a job quantity of zero. There is no need to enter an assembly since you will not be moving or completing anything. Select an expense type non-standard accounting class for the maintenance activities. Use a class with accounts that correspond to your maintenance expense accruals.
Enter the mill routing into the Routing Reference field to create the WIP operations and resources. Since you will not be making moves, you can use the routing as a task reference list and as operations for resource charging.
Print the Discrete Job Pick List Report and release the job using the Discrete Jobs window.
Transactions
Use the Resource Transactions window to charge resource time incurred during maintenance.
Use the WIP Material Transactions window to issue any items that the maintenance activities might require, such as lubricants, spare parts, and disposable tools.
Costing
Since you will do this maintenance on a periodic basis, you can leave this job open for as long as you want. The job must have an ending balance equal to the material, resource, and overhead charges incurred during maintenance in any period. The balance is written off as a variance when you close the job or at period end when expense type non-standard jobs are automatically expensed.
See Also
Defining Discrete Jobs Manually
Adding and Updating Material Requirements
Adding and Updating Operations
Charging Resources Manually
Issuing and Returning All Push Components
Performing Move Transactions
Completing and Returning Assemblies
Overview of Discrete Job Close
