Understanding Operation Lists

You can create an operation list for regular production by:

• Accepting planning messages and converting planned orders into firmed or released production IDs or production schedules.

• Changing the production status from Entered to Firmed or Released.

  When production has a status of Firmed or Released, the system copies a routing into its associated operation list. The system uses the master routing option defined for the item to determine which routing to copy. The end item can have either its own routing or can reference another item's routing, the routing of the item assigned to its item group or to its item family.

• Recording a completion for the production quantity.

  When you specify a production ID that has a status of Entered or Firmed during the completions and scrap reporting process, upon request, the system releases the production, and creates the operation list for production with a status of Entered production. Releasing production IDs when recording completions and scrap is dependent on how you've set up the PeopleSoft Manufacturing business unit options. You can only record completions for a production schedule with a status of Firmed or Released. If the production schedule is Entered, you must change the status to Firmed or Released before recording completions.

• Adding a production schedule after you have completed manufacturing an item.

  When you add a production schedule quantity at the same time you're recording operation completions and scrap, the system automatically creates the production schedule, releases production, and creates the component and operation lists. After backflushing, components are consumed, operations are recorded as complete, scrap is recorded, and costs are posted for the completed quantity.

• Running the production configuration process for a configured order.

  When the production ID is created for the configured item, the operation list is created based on the tasks selected during sales order entry.

PeopleSoft Manufacturing creates an operation list for rework production using a rework routing, if it exists. If you want to create an operation list for reworked items that do not have rework routings, you must manually enter the scheduling information. For teardown production, the system uses a teardown routing for the operation list. Or, manually create the operation list, and manually enter the start date and due date. If you're using PeopleSoft Supply Planning and material and capacity constraints are concerns, you'll want to use the Optimizer to schedule rework and teardown production based on the operation list that you created.

When the system creates the operation list, it copies the routing along with its details to production. Routing details include the operation sequences, count points, attachments, and all the planning and costing times, such as queue time, intransit time, and run rates, associated with each operation. The system displays the item whose routing is copied. When the end item utilizes a master routing, the copied routing can be that of another item, the one assigned to the end item's family or to its item group. If an item references a master routing, it also uses the reference routing item's rework routing if one exists. At the same time, it determines each operation's start and due date based on the start or due date of the production ID or production schedule. If PeopleSoft Supply Planning is not installed, the system also takes into account setup, operation overlap, and the possibility of simultaneous setup and queue. As assemblies are completed at each operation, PeopleSoft Manufacturing tracks the quantity issued to the operation, as well as the quantity completed and scrapped at each operation.

You can modify the operation list using the Update Operation List component. You may add, delete or change operations if end item completions, scrap, or earning of setup costs have not occurred at the operation. You may change existing operations by modifying standard production times, tasks, or work centers.

If you're maintaining production schedules using the PeopleSoft Supply Planning solver, the production of one or more of the operations may have a frozen status. The frozen status indicates that a decision was made to hold or firm up the production ID, production schedule, or operation's due date and that changes within PeopleSoft Manufacturing could result in a change to the schedule created by PeopleSoft Supply Planning. If the production or operation has a frozen status, and you change information that impacts the actual start or due dates and times, PeopleSoft Manufacturing displays a warning message indicating that the operation or production is frozen. You have the option to continue or cancel the changes. If you proceed with changing the operation or production, the operation or production is no longer frozen.

When you modify an operation list and if you're integrating to a third-party Manufacturing Execution System (MES), PeopleSoft Manufacturing uses the Production Order Update EIP to publish a message to the MES with the transaction information. The MES then subscribes to that message and updates the MES information.

If you use outside suppliers to perform an operation, set up and maintain the routing and operation list to take this into consideration. A subcontracted operation can be defined when setting up a task, a work center, an operation on a routing, or when creating or maintaining an operation list.

When you specify that an operation will be performed by a subcontractor, also select a preferred supplier for performing the work. If you do not select a preferred supplier, PeopleSoft Purchasing uses autosourcing to determine the supplier.

If you're creating or maintaining a subcontracted operation, note that:

• Any production with one or more subcontracted operations on the operation list must be tracked using a production ID.

• If you're using count points, all subcontracted operations must be defined as a count point.

• You must copy the routing to production during release.

  Select the Copy Routing to Production check box on the Routing header to ensure that the routing is copied to production during the release process.

• You can specify only labor planning and costing operation times.

• You cannot generate multiple outputs such as co-products or by-products at subcontracted operations.