How You Manage a Work Order Header
A work order header stores some of key attributes of the work order business object. The work order header uniquely identifies the work order, describes the nature of work being carried out, and captures the details of the item being manufactured, the required quantity, the work definition to be used, and the start and completion dates.
The header attributes are displayed in the General Information tab of a work order.
The following table summarizes the attributes present in a work order header:
Name |
Description |
---|---|
Work Order Number |
A work order number identifies the work order and is unique within a plant. During creation of the work order, a unique number is automatically assigned from the numbering scheme defined per the plant parameters (Work Order Prefix, Work Order Starting Number). You can also manually enter a work order number during creation. Once a work order is created, the work order number can't be updated. |
Status |
This represents the status of the work order during its lifecycle. The predefined statuses supported are Unreleased, Released, On Hold, Completed, Closed, and Canceled. In addition, you can update work order status work order status to predefined or user-defined statuses. |
Start Date |
Planned start date and time of the work order. |
Completion Date |
Planned completion date and time of the work order. |
Description |
Description of the work order. |
Work Order Priority |
Represents the work order execution priority. |
Item |
Also referred as product or assembly. It represents the primary item that's to be manufactured. The item attributes Build in WIP and Transactable indicators must be enabled to create a work order. After the work order is created, the item can't be updated. This is applicable to only discrete manufacturing work orders. |
Quantity |
Quantity of the work order that's planned for and started with. This is applicable to only discrete manufacturing work orders. |
Undercompleted | Represents that the work is undercompleted based on the undercompletion tolerance value. |
UOM |
Represents the unit of measure of the quantity being manufactured. It is always the primary unit of measure of the item. This is applicable to only discrete manufacturing work orders. |
Process Name |
It is a unique identifier for a specific process manufacturing work definition that can produce multiple outputs. It can't be updated after the work order is released This is applicable to only process manufacturing work orders. |
Batch Quantity |
It is the batch quantity of the process manufacturing work order. During work order creation, this is defaulted from the work definition and can be scaled up or down. The batch quantity moves through operations until work order completion. This is applicable to only process manufacturing work orders. |
Batch Quantity UOM |
Represents the unit of measure of the batch quantity being processed. It is defaulted from the work definition and can't be updated on the work order. This is applicable to only process manufacturing work orders. |
Primary Output |
The Primary Output item is the most intended output for the process name specified in the process work order. The item attributes Build in WIP and Transactable Indicators must be enabled to create a process manufacturing work order. Once the work order is created, the primary output item can't be updated. This is applicable to only process manufacturing work orders. |
Version |
Represents the version of the primary output item. This is applicable to only process manufacturing work orders. |
Primary Output Quantity |
It is the quantity of the primary output item. The primary output item and its quantity are displayed in both work order header and work order output items. Any change in quantity in one place will automatically update the other. The primary output quantity can't be updated in the work order header when the work order is released. This is applicable to only process manufacturing work orders. |
Primary Output UOM |
Represents the unit of measure of the quantity of the primary output item. It is referred from the work definition and can't be updated. This is applicable to only process manufacturing work orders. |
Work Definition Name |
Work definition name of the item being manufactured. In a discrete manufacturing work order, the work definition is exploded to determine the operation, resource, and material requirements in the work order. It can't be updated after the work order is released. In a process work order, the work definition is exploded to determine the operation, resource requirements, material requirements, and expected outputs. It can't be updated in the work order. |
Work Definition Date |
Work definition date represents the effective date used to derive the work definition version. |
Work Definition Version |
Represents the version of the work definition. It is derived and displayed based on the work definition name and date specified. |
Production Priority |
Production priority identifies the primary and alternate work definitions of an item. A production priority of 1 indicates the primary work definition. The production priority is derived and displayed based on the work definition name specified. |
Preassign Lots |
This indicates if the output lot numbers can be preassigned to the work order. This is derived from the work definition and you can't edit this attribute. |
Serial-Tracked Production |
This indicates if serial-tracking is enforced for the work order. This is derived from the work definition and you can't edit this attribute. This is applicable to only discrete manufacturing work orders. |
Item Structure Name |
Represents the item structure name that's referenced on the work definition selected on the work order. This is applicable to only discrete manufacturing work orders. |
Item Structure Revision |
Represents the revision of the item whose item structure is referenced on the work definition selected on the work order. This is applicable to only discrete manufacturing work orders. |
Item Structure Version |
Represents the version of the item whose item structure is referenced on the work definition selected on the work order. This is applicable to only discrete manufacturing work orders. |
Work Order Type |
Indicates whether the type of work order selected during creation is Standard, Nonstandard, Rework, or Transform. For process manufacturing work orders, only the standard work order type is supported. |
Work Order Subtype |
Represents the specific nature of work being performed such as Standard Production, Prototyping, or Repair. Costing can derive work order accounts based on this attribute. |
Work Method |
Refers whether the work order is Discrete Manufacturing and Process Manufacturing. If an organization is enabled for process manufacturing, then both the work methods are available during the creation of work orders. If the organization is enabled for only discrete manufacturing, then the work method is discrete by default. |
Firm |
Indicator to enable or prevent Planning from suggesting rescheduling recommendations for the work order. |
Back-to-Back |
Indicator that this work order is created as a supply for a back-to-back sales order. You can't edit this attribute. This is applicable to only discrete manufacturing work orders. |
Contract Manufacturing |
Indicates a contract manufacturing work order. You can't edit this attribute. This is applicable to only discrete manufacturing work orders. |
Released Date | Indicates the date when the work order is released. |
Closed Date | Indicates the date when the work order is closed. |
Scheduling Method | Indicates the scheduling method (User or external scheduling, or Default scheduling) to schedule or reschedule work orders. |
Supply Type |
Represents the default supply types to be considered in the work order for operation items. |
Completion Subinventory |
Represents the default completion subinventory to be considered in the work order for product completion. This is applicable to only discrete manufacturing work orders. |
Completion Locator |
Represents the default completion locator of the subinventory to be considered in the work order for product completion. This is applicable to only discrete manufacturing work orders. |
Overcompletion Tolerance Type |
Indicates the tolerance type (percent or quantity) for overcompletion of the work order quantity.
|
Overcompletion Tolerance Value |
Indicates the editable field that displays the percent or quantity that's allowed to be completed over the work order quantity. |
Undercompletion Tolerance Type | Indicates the undercompletion tolerance type (percent or
quantity) that's allowed for the work order quantity.
|
Undercompletion Tolerance Value | Indicates the editable field that displays the percent or quantity of the selected tolerance type that's allowed to be completed lesser than the work order quantity. |
Update Work Order Status
You can use status of a work order to manage the work order through its entire lifecycle. Work orders are generally created in the Unreleased status. You can then update the status to Released once the work order is ready for execution. On executing the work order, when the last operation is complete, the work order is automatically updated to Completed status. You then update the status of the work order to Closed. You can also update the work order status to On Hold or Canceled.
You can query work orders using the available predefined and user-defined statuses using a REST API.
The following table lists the valid status transitions allowed for a work order:
From Status |
To Status Unreleased |
To Status Released |
To Status On Hold |
To Status Completed |
To Status Closed |
To Status Canceled |
---|---|---|---|---|---|---|
From Status Unreleased |
Not applicable |
Allowed |
Allowed |
Not allowed |
Allowed |
Allowed |
From Status Released |
Conditionally allowed Updating the work order status from Released to Unreleased isn't allowed when transactions or pending transactions against the work order exist. |
Not applicable |
Allowed |
Allowed only by application |
Conditionally allowed Updating the work order status from Released to Closed isn't allowed when pending transactions against the work order exist. |
Allowed |
From Status On Hold |
Conditionally allowed Updating the work order status from On Hold to Unreleased isn't allowed when transactions or pending transactions against the work order exist. |
Allowed |
Not applicable |
Not allowed |
Conditionally allowed Updating the work order status from Released to Closed isn't allowed when pending transactions against the work order exist. |
Allowed |
From Status Completed |
Not allowed |
Allowed only by application |
Not allowed |
Not applicable |
Allowed |
Not allowed |
From Status Closed |
Conditionally allowed Updating the work order status from Closed to Unreleased is only allowed when any of the Released, Completed, or Canceled dates weren't available on the work order. |
Conditionally allowed Updating the work order status from Closed status to Released is only allowed if there is a Released Date but no Completion or Canceled date on the work order. |
Not allowed |
Conditionally allowed Updating the work order status from Closed to Completed status isn't allowed when the completion date isn't available on the work order. |
Not applicable |
Conditionally allowed Updating the work order status from Closed to Canceled isn't allowed when the canceled date isn't available on the work order. |
From Status Canceled |
Conditionally allowed Updating the work order status from Canceled to Unreleased isn't allowed when transactions or pending transactions against the work order exist. |
Allowed |
Allowed |
Not allowed |
Conditionally allowed Updating the work order status from Canceled to Closed isn't allowed if any pending transactions against work order exist. |
Not applicable |
The following table summarizes the work order status change rules specific to supplier operations::
From Status |
To Status Unreleased |
To Status Released |
To Status On Hold |
To Status Completed |
To Status Closed |
To Status Canceled |
---|---|---|---|---|---|---|
From Status Unreleased |
Not applicable |
Purchase requisition creation initiated, if eligible as per plant parameter setting. |
Not applicable |
Not applicable |
Not applicable |
Not applicable |
From Status Released |
Not allowed if purchase requisitions exist. |
Not applicable |
Not applicable |
Not applicable |
Change Management Action: Attempt canceling any associated purchasing documents as appropriate. |
Change Management Action: Attempt canceling any associated purchasing documents as appropriate. |
From Status On Hold |
Not allowed if purchase requisitions exist. |
Purchase requisition creation initiated, if eligible as per plant parameter setting if the work wasn't released before. |
Not applicable |
Not applicable |
Change Management Action: Attempt canceling any associated purchasing documents as appropriate. |
Change Management Action: Attempt canceling any associated purchasing documents as appropriate. |
From Status Completed |
Not applicable |
Not applicable |
Not applicable |
Not applicable |
Not applicable |
Not allowed |
From Status Closed |
Not applicable |
Purchase requisition creation initiated, if eligible as per plant parameter settling. |
Not applicable |
Not applicable |
Not applicable |
Not applicable |
From Status Canceled |
Not applicable |
Purchase requisition creation initiated, if eligible as per plant parameter setting. |
Not applicable |
Not applicable |
Not applicable |
Not applicable |
All the status change validations including the user-defined statuses are as per the predefined status to which the user-defined status is mapped.
Update Work Order Quantity
If you update the work order quantity of a work order, the required quantities of operation items and required usage of operation resources are recalculated. You are prompted to make a selection to either forward schedule from the start date or backward schedule from the completion date to schedule the work order based on the new quantity.
The work order quantity can be reduced to the extent of the ready quantity available in the first count point operation. If the updated work order quantity equals the sum of the completed quantity at the last operation and scrapped quantities across all operations, then the work order is automatically set to Completed status.
When the work order quantity is increased, and if the work order is in Completed status, then the work order status is automatically updated to Released status. In the case of process work orders, the batch quantity will be considered as the work order quantity.
If the work order quantity is reduced to the extent of completed quantity for a partially completed work order, then the work order status will be automatically set to Completed.
Update Work Definition
You can update the work definition name or work definition date only when the work order is in Unreleased status. When you update these two attributes, all the existing operations, operation items, and operation resources of the work order are deleted, and a re-explosion of the updated work definition is triggered. In the case of process work orders, the work definition name can't be updated. Instead, you can update the process name to achieve the same behavior.
Update Work Order Date
Update the following attributes in order to reschedule and calculate new dates of the work order:
-
Start Date
-
Completion Date
-
Quantity
-
Work Definition Name (applicable to only discrete work orders)
-
Work Definition Date
-
Process Name (applicable to only process work orders)
-
Scaling Action (applicable to only process work orders)
Performing scaling action by updating batch quantity, primary output quantity, input item quantity, or output item quantity can reschedule process work orders.
Refer to the Scheduling of Work Orders section for more details.