Report an Operation Transaction for Process Work Orders

As a production operator, here are the steps you can perform to complete the required quantities to inventory, for a work order operation of a process manufacturing work order.

1. In the Work Execution work area, verify the manufacturing organization on the Overview page. If it's not the correct organization, click 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. Here are the listed attributes 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 process manufacturing work orders, select the Process Manufacturing work method. Note: The work method field is available only when you perform an advanced search.

4. Click Search.

   The records that fulfill the search criteria are displayed.

   Note: You can also use the following fields to perform a search as per your requirement: Item, Start Date, Completion Date, and Serial Number.

5. (Optional) Click Advanced Search.

   The records that fulfill the search criteria are displayed.

   Note: You can also use the following fields to perform an advanced search as per your requirement: Work Area, Work Center, Status, Work Order, Start Date, Completion Date, Serial Number, and Work Method.

6. 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.

7. Enter the quantity for the Complete, or Reject, or Scrap.

8. Click Complete with Details.

   You can use the Complete with Details option only for Complete, Reject, or Scrap quantity, and not more than one quantity can be populated.

   The Product train stop is displayed.

9. In the Product train stop, leave the Transaction Date as system current date and time.

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

11. Click Next.

    The Materials train stop is displayed.

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

13. For the material that you want to perform the transaction, update the To Transact quantity.

    Note: The To Transact quantities are defaulted from the work order definition and can be updated to reflect actual usage quantities. You can change the quantity during Backflush. This change is allowed based on the plant parameter setup, which must be set as Materials or Both.

14. Click Next.

    The Resources train stop is displayed.

15. In the Resources train stop, for the resource that you want to perform the transaction, update the To Charge quantity.

    Note: The To Charge quantities are defaulted from the work order definition and can be updated to reflect actual usage quantities. You can change the quantity during Autotransact. This change is allowed based on the plant parameter setup, which must be set as Resources or Both.

16. Click Next.

    Inventory train stop is displayed.

    For process manufacturing work orders, Inventory train stop is displayed for all operations for operation completions but not for the Reject or Scrap transactions. For product completion with lot number preassigned for the products, you can complete to the preassigned lot numbers only. You can add any ad hoc output items for this operation. You can add output items, delete defaulted output items, or change quantities.

17. In Inventory train stop, for the output item that you want to perform the transaction, update the Output Type as product or by-product, and update the To Transact quantity.

    Note: The Primary output item must have at least one lot number preassigned. Preassigning lot numbers to other products and by-products is optional. The default output item value of the To Transact quantity for process manufacturing work orders is the expected quantity. You can update the To Transact field manually. If the output item is serial controlled, then to transact quantity will be 1. The validation on the To Transact quantity isn't possible.

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. 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: 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.