How You Pick Materials for Work Orders

In the Work Execution work area, use the Pick Materials for Work Orders task to pick materials for work orders that are in released status. Clicking the Pick Materials for Work Orders task opens the scheduler job page. This task initiates the movement of those materials from a common stock inventory to a shop floor supply subinventory to make them available to the work orders scheduled for maintenance work. As a Maintenance manager, you can schedule or submit the materials picking to more effectively control and move the materials to the shop floor for use in maintenance work.

You can initiate the picking of materials for timely availability of materials during maintenance work from the following pages:

  • Manage Work Orders page

  • Manage Material Availability Assignments page

  • Pick Materials for Work Orders scheduler job, which is initiated by clicking the Pick Materials for Work Orders task on the Work Execution work area

Define Parameters for Picking of Materials

Initiate the scheduled process for picking from the Work Execution work area. The scheduled process creates a movement request to move your wanted materials to the appropriate shop floor location.

Follow these steps:

  1. In the Work Execution work area, select the Tasks panel.

  2. In the Execute Production section, select the Pick Materials for Work Orders task.

  3. Specify the parameters required for picking.

    The following table provides you information about how to specify the different parameters:

    Parameter

    Value to be Specified

    Considerations

    Organization

    Specify the organization where you're executing maintenance work.

    This is a required parameter. The list of values displays all organizations that you have access to and you can select from the list.

    Work Method

    This value is populated based on the organization you select. Depending on the organization, the work method parameter takes one or more of these values:

    • All

    • Discrete Manufacturing

    • Process Manufacturing

    • Maintenance Management

    If you have selected a maintenance-enabled organization, which has more than one work method, the work method is defaulted as All.

    Work Order Type

    Select one of the following values:

    • All

    • Standard

    • Nonstandard

    • Rework

    • Transform

    If the work method is discrete manufacturing, you can choose the type of work order from this list of values.

    If the work method is process manufacturing, only the standard work order is available.

    If the work method is maintenance, you can choose the type of work order from the list of values:

    • All

    • Preventive

    • Corrective

    Pick Materials For

    Select one of the following values to pick materials for multiple work order operations:

    • All Work Orders

    • Partially Picked Work Orders

    • Work Orders Not Picked

    If you have selected a partially picked work orders, the materials are picked up for work orders that have been partially picked.

    The All Work Orders is the defaulted value to pick materials for work order operations.

    From Work Order

    Select a work order to pick materials from the work orders list.

    This parameter defines the range of work orders to pick materials from a work order.

    To Work Order

    Select a work order to pick materials from the work orders list.

    This parameter defines the range of work orders to pick materials to a work order.

    From Operation Sequence

    Provide a specific work order operation sequence to pick materials from.

    This parameter is a numeric value.

    To Operation Sequence

    Provide a specific work order operation sequence to pick materials to.

    This parameter is a numeric value.

    Hours Ahead

    The default value is 8. You can specify any value up to 500.

    This is a required parameter. This represents the number of hours ahead of current time until which you want materials to be picked.

    Hours Behind

    You can specify any value up to 500.

    This represents the number of hours behind the current time within which you want materials to be picked.

    Pick Slip Grouping Rule

    The list of values are defaulted from what's specified in plant parameters.

    This is a required parameter. The grouping rule enforces on what basis your pick slips can be grouped together.

    Project Number

    The project number associated with the work order. This parameter is available if the organization is tracked by project.

    None

    Task Number

    The task number associated with the work order. This parameter is available if the organization is tracked by project.

    None

  4. The Print pick slips check box selection is inherited from what's specified in the plant parameter. If you don't want to print the pick slip report you can deselect the check box.

    You can also route the pick slip report to the output devices such as fax, printer, and email, based on the plant parameters defined up in the Manage Inventory Document Output Preferences task in Inventory. You can configure these output devices through the Manage Inventory Document Output preferences inventory task for the Pick Materials for Work Orders scheduled process.

  5. Select the check box Pick a work order only if all eligible materials are available if you don't want partial picking for work orders.

  6. Click Submit.

Note: You can also schedule this task periodically to generate the picking request. Click Advanced and select Using a schedule.

You can pick materials only for work orders that are in Released status. The following table summarizes how picking is carried out for other work order statuses.

Work Order Status

Impact on Picking

Canceled

If the pick slip is confirmed when the work order status is set to canceled, there is no impact on picking.

If the pick slip isn't confirmed when the work order is set to canceled, the pick slip line is canceled.

Closed

If the pick slip is confirmed when the work order status is set to closed, there is no impact on picking.

If the pick slip isn't confirmed when the work order is set to closed, the pick slip line is canceled.

Unreleased

If the pick slip is confirmed when the work order status is set to Unreleased, there is no impact on picking.

If the pick slip isn't confirmed when the work order is set to Unreleased, the pick slip line is canceled.

Conditions for Material Issue During Picking

The following table summarizes the various conditions, parameters, and scenarios that have an impact on material issue during the picking activity.

Issue Push materials Directly

Work Order Operation

Material

Supply Type

Subinventory

Move Order

Move Order Line Type

Yes

Serialized

Serial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Serialized

Nonserial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Serialized

Serial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Serialized

Serial-tracked

Push

Not specified

Not picked

Not applicable

Yes

Serialized

Nonserial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Serialized

Nonserial-tracked

Push

Not specified

Not picked

Not applicable

Yes

Nonserialized

Serial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Nonserialized

Nonserial-tracked

Pull

Derived in the plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

Yes

Nonserialized

Serial-tracked

Push

Specified in the work order

Directly issued to work order

WIP Material Issue

Yes

Nonserialized

Serial-tracked

Push

Not specified

Directly issued to work order

WIP Material Issue

Yes

Nonserialized

Nonserial-tracked

Push

Specified in the work order

Directly issued to work order

WIP Material Issue

Yes

Nonserialized

Nonserial-tracked

Push

Not specified

Directly issued to work order

WIP Material Issue

No

Serialized

Serial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

No

Serialized

Nonserial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

No

Serialized

Serial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

No

Serialized

Serial-tracked

Push

Not specified

Not picked

Not applicable

No

Serialized

Nonserial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

No

Serialized

Nonserial-tracked

Push

Not specified

Not picked

Not applicable

No

Nonserialized

Serial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

No

Nonserialized

Nonserial-tracked

Pull

Derived from plant parameters or specified in the work order

Moved to subinventory

WIP Material Pick

No

Nonserialized

Serial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

No

Nonserialized

Serial-tracked

Push

Not specified

Directly issued to work order

WIP Material Issue

No

Nonserialized

Nonserial-tracked

Push

Specified in the work order

Moved to subinventory

WIP Material Pick

No

Nonserialized

Nonserial-tracked

Push

Not specified

Directly issued to work order

WIP Material Issue

Overpicking Materials for Work Orders

In a scenario when you can't reasonably or quickly split up the allocated quantity of material on your pick slip, you need the ability to pick more than the requested quantity and then move it to an area for further processing. To enable overpicking materials for work orders, you need to select Allow overpicking for special handling in Manage Inventory Organization Parameters. This enables you to specify more than the requested quantity on your pick-and-move requests for work orders, and move it to a staging or processing location.

You can overpick materials under the following conditions:

  • The materials are nonserial-tracked.

  • Detailed level reservation doesn't exist for the materials. You can overpick materials if high level reservation exists.

  • If eligible for direct issue, the requested quantity will be directly issued to work order. The excess quantity remains in the staging subinventory or supply subinventory, which can then be moved back to the source subinventory.