How You Report Orderless Transactions

You can report the production transactions, such as reporting of completion or scrap of an item, without having to create a work order. These transactions can be reported with reference to a work definition that's used to determine the material and resource usages.

The reported production transactions can be reversed by reporting either Orderless Return or Return From Scrap transactions. The referenced work definition is used to return the materials back to inventory. The resource charges are also reversed based on the work definition.

You can report the orderless completion and scrap using the Report Orderless Completion page that's accessible from the Work Execution Overview page. You can report the orderless return and return from scrap using the Report Orderless Return page that's accessible from the Work Execution Overview page. You can also import the orderless transactions through the Material Transaction Web Service or Import Material Transaction file based import process.

Caution: You can't perform orderless transactions in a contract manufacturing plant. You can't report orderless transactions for configured items and you also can't report orderless transactions for process manufacturing work definitions.

Specifying the Product Information

In the Product train stop, you must specify the following item information and the reference to the work definition.

Transaction Type: In the Report Orderless Completion page, select the Transaction Type as Complete for reporting the production completions. Or select the Transaction Type as Scrap for reporting the productions scraps. In the Report Orderless Return page, select the Transaction Type as Return for reversing the production completions. Or select the Transaction Type as Return from Scrap for reversing the production scraps. The Scrap and Return from Scrap transaction types are enabled only if you have the WIP_REPORT_SCRAP_TRANSACTIONS_PRIV privilege.
Transaction Subtype: The Transaction Subtype field represents the specific nature of the work that's being performed, such as standard production, prototyping, or repair. The Costing can derive the transaction accounts based on the Transaction Subtype field.
Work Definition: After selecting the item, the work definition with the production priority as 1 is defaulted. However, you can select another work definition that determines the correct material and resource usage as per your requirement.
Generate Serial: If your product is serial control enabled and has the serialization attribute set up as Dynamic entry at inventory receipt in the Product Information Management work area, you can either manually enter serial numbers or click Generate Serial to automatically generate sequential serial numbers.

Note: Dual units of measure is supported in orderless transactions. If you want to issue a material with dual units of measure, you must mention secondary quantity. If you want to complete a product with dual units of measure, you must mention the secondary quantity. In all transactions, the secondary unit of measure is derived from the item definition in Product Information Management. Only the secondary quantity is entered by the user.

Reviewing the Backflush materials

In the Backflush Materials train stop, you can review the material requirements. If the Include component yield in material requirements plant parameter check box is selected, the yield is considered in the calculation of the required quantity. The material usages specified in the selected work definition with the supply types as push, operation pull, or assembly pull are displayed.

If the plant parameter Allow quantity changes during backflush is set as either Materials or Both, you can perform the following:

Modify the transaction quantities for the materials.
Delete the defaulted material transactions.
Add new material transactions.

Lots can be defaulted or manually entered by the user, based on the setting of the plant parameter, Lot Selection During Backflush.

If the parameter is set to Manual, the lots aren't defaulted and the user manually enters the lots.
If the parameter is set to Lot FIFO, the lots are defaulted on the basis of first in first out, using the receipt date.
If the parameter is set to Lot FEFO, the lots are defaulted on the basis of first expiration first out, using the expiration date.

Note: If the lot and serial attributes descriptive flexfields attributes are set up, you can add additional information for the lot and serial attributes in the Additional Lot and Serial Information region.

Reviewing the Autotransact Resources

In the Autotransact Resources train stop, you can review the resource requirements. The resource usages specified in the selected work definition are defaulted as resource transactions with the required quantity.

If the plant parameter Allow Quantity Changes During Backflush is set as either Resources or Both, you can perform the following:

Modify the transaction quantities for the resources and optionally mention resource instances.
Delete the defaulted resource transactions.
Add new resource transactions.

The job profile is validated when reporting labor. You can confirm the operator's qualifications when reporting an operation or resource transaction using the labor resource instance. During operation completion or resource charging, you can't proceed with an unqualified operator and need to reassign to a qualified operator.

The equipment profile is validated when reporting an equipment resource. When reporting equipment resources, the system will enforce an entry of a qualified equipment resource instance. The transaction date is used to validate whether the resource instance possesses a valid qualification on this date. You can't proceed with an unqualified equipment resource instance or without specifying a resource instance and need to assign a qualified equipment resource instance to complete the transaction.

Specifying Inventory Details

In Inventory train stop, you can specify inventory information. This is only applicable for complete and return transactions. Inventory train stop is disabled for the scrap and return from scrap transactions.

You can complete or return the transaction quantity from more than one subinventory or locator. You can complete the quantities to an existing lot or you can specify a new lot number.

Note: You can't reference a work definition with supplier operations to perform an orderless transaction.

If your product is lot control enabled, you can either manually enter lot numbers, or you can click Generate Lot to automatically generate sequential lot numbers. Also, if the item attribute Child Lot Enabled is selected, you can optionally specify the parent lot number. You can either manually enter the parent lot number or you can click Generate Parent Lot to automatically generate the parent lot number. If an existing lot is used, the parent lot number can't be edited. If the existing lot doesn't have a parent lot number, the parent lot number can't be captured during completion transactions. Refer to Item Inventory Specification Attributes section in the Using Product Master Data Management guide for more details.

If the lot and serial attributes descriptive flexfields attributes are set up, you can add additional information for the lot and serial attributes in the Additional Lot and Serial Information region.

If you have enabled Electronic Signatures and Electronic Records, you can submit the orderless transaction for approval. An E-Signature page opens where you can view the status of the approval process of the orderless transaction.

For manufacturing plants which are enabled to track inventory by the country of origin, operators can optionally specify the country of origin from the list of countries. When the specific country of origin is specified, the on hand balances for the country of origin are updated. If the country of origin isn't specified, the on hand inventory tracked without the country of origin will be updated.

You can perform discrete and process manufacturing transactions without providing the country of origin for specific items or items assigned to a specific category even when the organization mandates otherwise. You can define an attribute tracking exception for the country of origin at the item or item-category level using the Configure Inventory Attribute Exceptions setup task for Inventory Management.