This chapter contains the following topics:
Section 10.3, "Entering and Releasing Blanket Orders for Production Controlled Items"
Section 10.4, "Entering Purchase Orders for Production Controlled Items"
Section 10.5, "Entering Receipts for Production Controlled Items"
Section 10.6, "Reversing Receipts for Production Controlled Items"
Section 10.7, "Working with Production Controlled Items in a Receipt Route"
Procurement is the process of obtaining products and services from suppliers. It includes decisions about how much to purchase and when to purchase goods and services, the actual purchasing of goods and services, and the process of receiving the requested goods or services.
The JD Edwards EnterpriseOne Procurement Management system integrates with JD Edwards EnterpriseOne Project Manufacturing to support production controlled items.
The system processes an order based on the items that you purchase and the supplier from whom you make the purchases. You can specify the items that you purchase from a supplier to create supplier and item relationships.
The process flow for Procurement Management for Project Manufacturing uses many of the same programs as JD Edwards EnterpriseOne Procurement Management. The process flow consists of these steps:
Enter purchase order (P4310 and P43101).
Print purchase order (R43500).
Print purchase receiver (R43510).
Perform purchase order receipt (P4312).
Perform voucher match (P4314).
You can associate a production number with production controlled items on a purchase order by:
Automatically pegging a purchase order with a production number through Material Requirements Planning (MRP).
Manually entering a blanket or purchase order.
Manually pegging a purchase order using the Production Number Reassignment program (P34404).
You can also use the Production Number Reassignment program to assign a new production number to replace a generic production number on a purchase order.
When entering purchase orders, purchase order receipts, and item ledger records, the system stores the production numbers in the appropriate system tables.
After you enter orders, you can print them to review the orders and then send them to the appropriate suppliers. You use the Purchase Order Print program (R43500) to print purchase orders.
The Purchase Order Print program does not contain any specific functionality for production controlled items. Thus, production numbers do not print on purchase orders.
A purchase receiver is a document that you use to manually record the receipt of goods upon delivery. You use the Purchase Receiver Print program (R43510) to print purchase receivers.
The Purchase Receiver Print program does not contain any specific functionality for production controlled items. Thus, production numbers do not print on purchase receivers.
You must create a voucher before you can pay a supplier for purchases. You use the Voucher Match program (P4314) to match vouchers.
The Voucher Match program does not contain any specific functionality for production controlled items. Thus, production numbers are not included on vouchers.
Before you work with production controlled items in JD Edwards EnterpriseOne Procurement Management, you must:
Ensure that supplier address information is set up in the JD Edwards EnterpriseOne Address Book system.
Ensure that appropriate JD Edwards EnterpriseOne Procurement system setups are in place to support production controlled items.
Define supplier information, including supplier and item information and supplier purchasing instructions.
Set the processing options for your version of the Purchase Order Print program (R43500).
Set the processing options for your version of the Purchase Receiver Print program (R43510).
Set the processing options for your version of the Voucher Match program (P4314).
This section provides an overview of blanket orders for production controlled items, lists prerequisites, and discusses how to:
Enter blanket orders for production controlled items.
Release blanket orders for production controlled items.
You can enter a blanket order when you have an agreement with a supplier to purchase a certain quantity or amount of goods over a period of time. When you enter a blanket order, you must specify the entire quantity or amount of the item or service to order.
You enter and print a blanket order in the same way that you enter and print a purchase order. To enter a blanket order, you must enter a single detail line for the entire blanket order quantity or amount.
The JD Edwards EnterpriseOne Procurement Management system supports the creation of blanket orders for production controlled items. You use the ZJDE0006 Order Entry - Blanket version of the Purchase Orders program (P4310) and document type OB for blanket order entry of production controlled items.
Each time you are ready to receive a portion of the goods or services from a blanket order, you must release the quantity or amount for which you want to create a purchase order. You can generate a purchase order from a blanket order if the blanket order was created for the production controlled item using the Purchase Orders program.
You use the Generate POs from Requisitions/Blanket Order Release program (P43060) to release all or part of a blanket order. The Production Number field appears in the detail grid and Query by Example (QBE) line of the Work With Order Release form. The production number is a criterion for order release, and you must have a blanket order with a specific production number. The blanket order release generates purchase orders for production controlled items.
You can also access and release purchase orders from a blanket order using the Purchase Orders program. From the Order Detail form, you select a detail line and then select the Blanket Release option from the Row menu. The Production Number field in the header of the Blanket Release form is not editable. The Production Number field is also in the detail grid with a QBE line.
After you select a quantity on the Blanket Release form and return to the Order Detail form, the system disables the Production Number field.
Before you enter blanket orders for production controlled items, you must:
Set the processing options for ZJDE0006 Order Entry - Blanket version of Purchase Orders program.
Set the processing options for the Generate POs from Requisitions/Blanket Order Release program.
Access the Order Release form.
To release blanket orders for production controlled items:
Specify the quantity from the blanket order to release to the purchase order in the Release Qty field on the Release Information tab.
Enter the requested delivery date in the Requested field on the Dates tab.
Review the blanket order quantities remaining to purchase within the blanket order on the Work With Order Release form.
Click Close.
On the Cancel Order Generation Confirmation message, click OK to generate the purchase orders.
If you click Cancel, the system does not generate the purchase orders.
Review the list of generated purchase orders on the Generated Purchase Orders form.
Click Close.
This section provides an overview of purchase orders for production controlled items, lists prerequisites, and discusses how to enter purchase orders for production controlled items using the production number master.
Each time you want to purchase goods or services, you must enter a purchase order. You enter orders to specify details about the goods or services you are purchasing, to indicate the supplier from whom you are purchasing, and to specify other pertinent information.
The production number tracks the supply of production controlled items on purchase orders. You enter purchase orders for production controlled items using the Purchase Orders (P4310) and Purchase Order Workbench (P43101) programs.
The JD Edwards EnterpriseOne Procurement Management system supports the following types of purchase orders for production controlled items:
OP (purchase order)
OT (transfer order)
OK (purchase intercompany order)
OQ (purchase quote or bid)
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Note: The system does not support B (G/L Account & Item Number-Bulk) and J (G/L Account Number) line types in procurement for production controlled items. |
The Production Number field does not appear on the Work With Order Headers form. The Production Number field appears in the detail grid of the Order Detail form for production number entry.
For the Purchase Order Workbench program, the Production Number field appears in the detail grid of the Purchase Order Workbench form (W43101B).
You cannot update or copy an existing purchase order for production controlled items. You can only create new purchase orders with production numbers. When adding a purchase order, you can include multiple purchase order detail lines with different production numbers and different suppliers.
To associate a production number with a production controlled item in a purchase order detail line, select an existing production number from the Production Number Master File table (F34401) using the Visual Assist button in the Production Number field to access the Production Number Search form (W34401C).
You can also manually enter a production number in a purchase order detail line. However, you cannot automatically generate a production number for a purchase order detail line.
The system does not consolidate purchase orders based on production number.
To cancel an order, you must cancel out of the form but not cancel individual order lines.
The system stores the production number in the following tables:
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Note: The system does not support purchase orders with a negative quantity for production controlled items. |
The system supports creating and receiving purchase orders through electronic data interchange (EDI) using the Inbound Receiving Advice Inquiry program (P47070).
Before you enter purchase orders for production controlled items, you must set the processing options for your versions of the Purchase Orders program (P4310) to use for OP, OT, OK and OQ order types.
To enter purchase orders for production controlled items:
Enter the order header information required for the order.
Enter the order detail information required for the order.
Click in the Production Number field.
Click the Visual Assist button in the Production Number field.
On the Production Number Search form, search for and select the row for a specific production number and then click Select.
Click OK on the Order Detail form and then click Cancel.
This section provides an overview of receipts for production controlled items, lists prerequisites, and discusses how to enter receipts for production controlled items.
After you receive the goods in a purchase order, you must record the details of the receipt. You must verify the quantity, cost, and so forth for each order that you receive.
The JD Edwards EnterpriseOne Procurement Management system supports the creation of purchase orders receipts for production controlled items. You enter receipts for production controlled items by purchase receipt or by item using the PO Receipts program (P4312).
You can set the Lot Number Override processing option on the Process tab of the PO Receipts program to override the lot number with the production number during receipts processing.
Before receiving purchase order lines, you can review on-hand availability of production controlled items by item number, production number, branch/plant, location, and lot serial number. To access the Production Number On Hand form, select the Prod No. Location option from the Row menu of the Purchase Order Receipts form. The Production Number On Hand form displays relevant information from the F41021T table.
The Production Number field and QBE line appear in the detail grid of the Work With Purchase Orders to Receive form. The Production Number field also appears for the detail lines in the Purchase Order Receipts form, but it is not an editable field. After you select an order to receive, you cannot change the production number of the production controlled item in the order.
The system does not support a negative quantity for production controlled items on purchase order receipts. If you enter a negative quantity for production controlled items, the system enables you to select inventory to use from generic inventory and other production controlled items.
You consume the remaining required inventory using either blind or interactive mode.
You set the Production Number On Hand Consumption processing option in the PO Receipts program to blank to activate blind inventory consumption.
When the PO Receipts program is run to receive inventory blindly for production controlled items, the algorithm:
Allocates generic inventory.
Generic inventory is inventory for items that are not production controlled and, therefore, are not associated with a production number.
Allocates inactive production numbers.
These are production controlled items that have the Production Number Status set to I in the Production Number Master File table (F34401).
Allocates orphaned production numbers.
These are production controlled items that are no longer associated with a supply or demand.
Allocates production number by end item demand date.
This is the demand date of a production controlled item that is the farthest in the future. The system then replans the end item to meet the demand.
If you set the Production Number On Hand Consumption processing option to a value of 1 to interactively select inventory, then the system displays the Select Inventory for Consumption form. You select the specific inventory and quantity to consume.
You must complete the Secondary Quantity field if the item you are receiving is set up with dual units of measure in the item master record.
After you select the inventory to consume, you can access the Select Inventory to Consume form to review or redistribute inventory. You must have a value in the Quantity field to access the Prod No. Consumption option on the Row menu.
When receiving inventory for purchase order detail lines for production controlled items, the system updates the F41021 and F41021T tables. The F41021T table shows the on-hand quantity for production controlled items. The F41021T on-hand quantity increases if the purchase order receipt contained a production controlled item.
If the on-hand quantity in the F41021 is negative during purchase order receipts, then the receipt quantity of the production controlled item does not increase the on-hand quantity in the F41021T table. In this scenario, the system adds the receipt quantity of the production controlled item to the on-hand quantity in the F41021 table.
A reversal of production controlled inventory transactions increases or decreases the on-hand quantity of the production number used in the transactions.
The on-hand quantity for production controlled inventory in the F41021T table does not go negative. Therefore, if the on-hand quantity for the production controlled item is insufficient, then the F41021T table shows zero on-hand quantity and the F41021 table shows a negative on-hand quantity. All on-hand quantity for production controlled items must be consumed before the on-hand quantity of generic items goes negative.
You can manage production number inventory through the Production Number Workbench program (P34403) before receiving purchase order lines.
Before you enter receipts for production controlled items, you must:
Set the processing options for your version of the PO Receipts program (P4312).
Set the Lot Number Override processing option on the Process tab of the PO Receipts program.
The system overrides the lot number with the production number during receipts processing.
Set the Production Number On Hand Consumption processing option on the Process tab of the PO Receipts program.
This section provides an overview of receipt reversal for production controlled items, lists prerequisites, and discusses how to reverse receipts for production controlled items.
You can create and receive a purchase order and then reverse the receipt if necessary. You use the Purchase Receipts Inquiry program (P43214) to reverse receipts.
The Production Number field and QBE line appear in the detail grid on the Work With Purchase Receipts form. The Production Number field is not an editable field.
The Purchase Receipt Detail form (W43214F) shows the detail information for the receipt, but the form does not contain the production number.
The Work With Purchase Receipts form shows the receipts to date and enables the selection of receipts for reversal.
You select the purchase order with associated production number and then select the Reverse Receipt option from the Row menu. The system reverses the receipt and reverses the on-hand quantity from the F41021T table.
You cannot reverse the receipt if the quantity has been moved. Thus, if the quantity is not available, then the system displays an error. The system enables you to select inventory to use from generic inventory and other production controlled items during the receipt reversal if the original receipt quantity is not available.
You reverse the remaining required inventory using either blind or interactive mode.
You set the Production Number On Hand Consumption processing option in the Purchase Receipts Inquiry program to blank to activate blind inventory consumption.
When the Purchase Receipts Inquiry program is run to reverse receipts blindly for production controlled items, the algorithm:
Allocates generic inventory.
Generic inventory is inventory for items that are not production controlled and, therefore, are not associated with a production number.
Allocates inactive production numbers.
These are production controlled items that have the Production Number Status set to I in the Production Number Master File table (F34401).
Allocates orphaned production numbers.
These are production controlled items that are no longer associated with a supply or demand.
Allocates production number by end item demand date.
This is the demand date of a production controlled item that is the farthest in the future. The system then replans the end item to meet the demand.
If you set the Production Number On Hand Consumption processing option to a value of 1 to interactively select inventory, then the system displays the Select Inventory for Consumption form. You select the specific inventory and quantity to reverse on the receipt.
You must complete the Secondary Quantity field if the item you are reversing is set up with dual units of measure in the item master record.
After you select the inventory to reverse, you can access the Select Inventory to Consume form to review or redistribute inventory.
The on-hand quantity for production controlled inventory in the F41021T table does not go negative. Therefore, if the on-hand quantity for the production controlled item is insufficient, then the F41021T table shows zero on-hand quantity and the F41021 table shows a negative on-hand quantity. All on-hand quantity for production controlled items must be consumed before the on-hand quantity of generic items goes negative.
You can manage production number inventory through the Production Number Workbench program before receiving purchase order lines.
Before you reverse receipts for production controlled items, you must:
Set the processing options for your version of the Purchase Receipts Inquiry program (P43214).
Set the Production Number On Hand Consumption processing option on the Process tab of the Purchase Receipts Inquiry program.
This section provides an overview of production controlled items in a receipt route, lists prerequisites, and discusses how to work with production controlled items in a receipt route.
You can monitor items from the moment that they leave a supplier's warehouse. The receipt route that you assign to an item determines the series of operations through which you process the item upon its receipt (for example, transit, staging, and stock).
The system enters an item into the first operation of the route upon receipt. You must transfer the item to subsequent operations in the route. You can remove (disposition) items from a receipt route.
When you transfer items to the last operation in a receipt route, the system updates the items to a received (on-hand) status.
You use the Receipt Routing Movement and Disposition program (P43250) to manage production controlled items in a receipt route.
MRP considers receipt routing quantities for production controlled items as on-hand inventory if the Receipt Routing Quantities processing options on the On Hand Data tab of the MRP/MPS Requirements Planning (R3482) and On Hand tab of the Master Planning Schedule - Multiple Plant (R3483) programs are set to 1 (Release 9.1 Update).
The production number appears in the detail lines of the receipt routing on the Work With Routing Statuses and Receipt Routing Movement forms. You can search by production number using the QBE line on the Work With Routing Statuses form. Although you have visibility to the production number, you cannot change an existing production number or add a production number to a receipt routing.
You use the Receipts by Purchase Order (P4312) processing option on the Versions tab of the Receipt Routing Movement and Disposition program to specify the version that the system uses when you access the Receipts by Purchase Order program. You use the Receipts by Purchase Order program when you are moving items to an operation that is set up to move quantities into inventory.
You can set the Lot Number Override processing option on the Process tab of the PO Receipts program to override the lot number with the production number during receipts processing.
When receiving inventory on a receipt route detail line for production controlled items, the system updates the F41021 table to include the received quantity as on hand. The system does not update the F41021T table for production controlled items in a receipt route.
The last step in the receipt routing process is disposition, which moves production controlled inventory to an on-hand status and updates the F41021T table.
The system does not support a negative quantity for production controlled items on purchase order receipts. If you enter a negative quantity for production controlled items, the system enables you to select inventory to use from generic inventory and other production controlled items.
You consume the remaining required inventory using either blind or interactive mode.
You set the Production Number On Hand Consumption processing option in the PO Receipts program to blank to activate blind inventory consumption.
When the PO Receipts program is run to receive inventory blindly for production controlled items, the algorithm:
Allocates generic inventory.
Generic inventory is inventory for items that are not production controlled and, therefore, are not associated with a production number.
Allocates inactive production numbers.
These are production controlled items that have the Production Number Status set to I in the Production Number Master File table (F34401).
Allocates orphaned production numbers.
These are production controlled items that are no longer associated with a supply or demand.
Allocates production number by end item demand date.
This is the demand date of a production controlled item that is the farthest in the future. The system then replans the end item to meet the demand.
If you set the Production Number On Hand Consumption processing option to a value of 1 to interactively select inventory, then the system displays the Select Inventory for Consumption form. You select the specific inventory and quantity to consume.
You must complete the Secondary Quantity field if the item you are receiving is set up with dual units of measure in the item master record.
After you select the inventory to consume, you can access the Select Inventory to Consume form to review or redistribute inventory. You must have a value in the Move Quantity field to access the Prod No. Consumption option in the Row menu.
When receiving inventory for purchase order detail lines for production controlled items, the system updates the F41021 and F41021T tables. The F41021T table shows the on-hand quantity for production controlled items. The F41021T on-hand quantity increases if the purchase order receipt contained a production controlled item.
If the on-hand quantity in the F41021 is negative during purchase order receipts, then the receipt quantity of the production controlled item does not increase the on-hand quantity in the F41021T table. In this scenario, the system adds the receipt quantity of the production controlled item to the on-hand quantity in the F41021 table.
A reversal of production controlled inventory transactions increases or decreases the on-hand quantity of the production number used in the transactions.
The on-hand quantity for production controlled inventory in the F41021T table does not go negative. Therefore, if the on-hand quantity for the production controlled item is insufficient, then the F41021T table shows zero on-hand quantity and the F41021 table shows a negative on-hand quantity. All on-hand quantity for production controlled items must be consumed before the on-hand quantity of generic items goes negative.
You can manage production number inventory through the Production Number Workbench program before receiving purchase order lines.
Before you work with production controlled items in a receipt route, you must:
Set the processing options for your version of the Receipt Routing Movement and Disposition program (P43250).
Set the processing options for your version of the PO Receipts program (P4312).
Set the Lot Number Override processing option on the Process tab of the PO Receipts program.
Set the Production Number On Hand Consumption processing option on the Process tab of the PO Receipts program.