Report an Operation Transaction for Discrete Work Orders

In this example, you can perform an operation transaction.

Steps to Perform for an Operation Transaction

The example discusses the steps required for completing the required quantities to inventory for a work order operation for a discrete manufacturing work order.

1. In the Work Execution work area, verify the manufacturing organization on the page. If it is not the correct organization, click the Change Organization and set it to the required organization.

2. On the Work Execution Overview page, in the Tasks pane, click the Review Dispatch List link.

3. On the Review Dispatch List page, use the Search region to search for the work order for which you want to perform the transaction. You can also search for a work order in a specific status.

   The following table lists the specific values if you want to search for a work order by its status:

   Field	Value
   Work Area	Select the work area of the work order.
   Work Center	Select the work center of the work order.
   Status	Select the status of the work order. The valid values are: Complete, Optional, Ready, Reject, and Scrap.
   Work Order	Enter the work order.
   Work Method	Select the work method of the work order. The valid values are Discrete Manufacturing and Process Manufacturing. For discrete manufacturing work orders, select the Discrete Manufacturing work method. For process manufacturing work orders, select the Process Manufacturing work method.

4. Click the Search button. The records that fulfill the search criteria are displayed. Note that, you can also use the following fields to perform a search as per your requirement: Item, Start Date, Completion Date, and Serial Number.

5. Search for the row with the work order for which you want to perform the operation transaction. Click the expansion icon in the first column to expand the row.

6. Select the check box in the Complete column for the first serial number.

7. Click the Complete with Details button. Note that the Complete with Details option can be used only for Complete, Reject, or Scrap quantity, and not more than one quantity can be populated.

8. Leave the Transaction Date as system current date and time.

9. Enter any value in the Transaction Note field to indicate any information for the transaction.

10. Click Next. The Materials train stop is displayed.

11. In the Materials train stop, review the operation pull material requirements derived from the work order definition.

12. For the component that you want to perform the transaction, update the To Transact quantity. Note that the To Transact quantities are defaulted from the work order definition and can be updated to reflect actual usage quantities.

13. Click Next. The Resources train stop is displayed.

14. In the Resources train stop, for the resource that you want to perform the transaction, update the To Charge quantity. Note that the To Charge quantities are defaulted from the work order definition and can be updated to reflect actual usage quantities.

15. Click Next. Inventory train stop is displayed.

16. In Inventory train stop, leave the Subinventory as populated by the default value. Preassigned lot numbers of the product display in the drop-down list.

17. You can perform product completions or returns for work orders with preassigned lots. You will be able to complete or return the product only to one of the preassigned lots.

    Note: This enforces completion to one of the preassigned lots during automatic product completions. Preassign lot number defaults lot number if only one lot is preassigned or if work order number is a preassigned lot number.

18. Click Generate Lot or Generate Serial in the following cases:

    • If the product is set up as Full lot control enabled in the Product Information Management work area, you can select the required number of rows and click Generate Lot to automatically generate sequential lot numbers for your product.

    • If the product is set up as serial control enabled, and it has the serial generation attribute set up as Dynamic entry at inventory receipt in the Product Information Management work area, you can select the required number of rows and click Generate Serial to automatically generate sequential serial numbers for your product.

    Note: You can also enter lot and serial numbers manually.

19. You can update lot control dates such as, Lot Expiration Date, Lot Origination Date, and Hold Until Date.

20. Click Save and Close. A confirmation message is shown to confirm that the required quantities have been completed to inventory for the work order operation.

    Note: You can update the lot control dates such as Lot origination date, Expiration date, and Hold Until date at the time of product completion using user interface, REST services and file-based data import (FBDI).
    Note: Dual units of measure is supported in operation 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.