Changing Work Orders

The user will automatically be placed in the NEW work order option and can begin entering a new work order. To exit from the New work order option press Enter and a Select an Open Work Order window will appear with the following information:

• EXIT – Select EXIT and the system will exit the open work order option.
• NEW – Select NEW to create a new work order.
• FIND - Select Find to find open and completed work orders. Refer to the Finding Work Orders in Adding Work Orders for more information.
  • Date Closed - Select Date Closed to find a completed work order based on the completed date of the work order.
  • Work Order Number - Select Work Order Number to find an open or completed work order based on the work order reference number.
  • Raw Material Items - Select Raw Material to find completed work orders by the raw material item.
  • Finished Good Item - Select Finished Good Item to find completed work orders for a specific finished goods item.
• PRINT – Select Print to print specified work orders, refer to the Printing for more information.

• A list of all Open Work Orders and Completed Uncosted Work Orders sorted by open and expected date, then uncosted completed work order. The following information will display:
  • Status - Open = Open Work Order, Uncosted = Completed Uncosted Work Order
  • The expected completed date for the work order.
  • Work Order opened date and work order number.
  • The raw material item id and name.
  • Planned - The total quantity and unit of measure of the raw material assigned to the work order.
  • Yield - The average finished goods yield for the work order.
  • Next Lot - The quantity and unit of measure of the raw material assigned to the Next available lot, If the Other raw material is not specified ORM Next lot will appear.

1. Select Scroll up or down the list of open work orders and press Enter or use the Find option to find the work order to change. To view the definitions of the fields found on the work order, see the field list on Work Orders.

2. Command line options will appear: The positions of the buttons will change as the required information is entered.

The positions of the FG, RM, ORM, and Update buttons will change as the required information is entered. The Update button will change to the Yield button and appear on the left side of the command line if all the required information for the raw material, finished goods, and other raw material have been entered. Selecting the Update button from the left of the screen will allow the user to change the Yielding method used to allocate the raw material cost to the finished goods items and complete the work order. Missing information will appear in Red. If information is missing, the Update option will save the open work order without the option to complete the work order.

• Next Page – Select Next Page to move to the next page of items on the work order, if multiple pages exist.
• First Page – Select First page to return to the first page of the work order. This option will appear when you reach the last page of a multiple page work order.

• FG– Select FG to enter the quantity of the finished good item (based on the stocking unit of measure) to produce on the work order. See FG - Adding/Changing the Finished Goods Production Plan below for more information.
• RM - Select RM to assign the raw material lot(s) to the work order. This option will only appear after the finished goods production plan is entered. It will appear in front of the FG button. The standard quantity is based on the actual/historical yield for the finished goods items or the standard yield of the finished goods items based on the Use Standard Yield not Actual setting in Inventory Options. See RM - Adding/Changing Raw Material Lots below for more info.
• ORM – Select ORM to enter the actual quantities of the other raw materials (ORM) that are associated with the finished goods on this work order. This option will only appear after the finished goods production plan is entered and there are ORM items on the BOM for one or more of the finished goods item being produced. It will appear in front of the FG button. The standard quantity shown is calculated based on the ORM setup provided in the bill of materials for each finished good. See ORM - Adding/Changing Other Raw Material Lots to Work Orders for more information.
• Change - Select Change to change the production plan quantity, manufacturing cost, location , lot number, COOL Identifier and/or item info lot attributes of a single finished goods line item. The MFG command option will only appear if the Manufacturing Cost Accrued setting in Ledger Options is set to Y (Y=yes). See Change - Changing a Single Finished Goods Line item for more information.
• Info - Select Info to enter the lots, slots, COOL Identifier and other item info lot attributes of the finished good item for all finished good items on the work order. See Adding/Changing Lot Info to Work Orders for more information.
• Note - For lotted items, select Note to add an optional lot induction note.
• Slot - Select Slot to add the slot details for the lot if the location is a slotted location. If the location is a slotted location, a "#" will appear to the left of the lot field indicating that this is a slotted location and a Select An Option window will appear displaying the following choices: EXIT, SLOT BY VOLUME, SLOT BY SLOT. See Entering Slot Information for more information.
• Header - Select Header to enter an optional header note, enter/change the Work Order Opened Date, and/or enter or change the Expected Date. The system will default the current system date as the opened and expected date. See Changing Header Information below for more information.
• Add - Select Add to add a finished goods items to the work order. See Add - Adding Finished Goods Items by Item Id below for more information.
• BOM - Select BOM to add finished goods items to the work order based on the Bill of materials for the raw material items, Scroll up and down the list to tag additional finished goods items from the BOM Finished Goods Item list. See BOM - Adding Finished Goods Item via the BOM
• Delete - Select Delete to delete a line previously entered on the work order. To change an item id , the item must be deleted and then added back to the work order. Scroll up or down to the finished goods item to delete and press Enter. The raw material and other raw material standard quantities will be re-calculated.

• Update – Select Update to save the open work order without completing the work order. The Update button will only appear if the raw material, other raw material or finished good line item information is missing. Missing information will appear in Red. The work order cannot be completed until all the require information is entered.
• If all raw material and other raw material lots have been selected and all required COOL Identities, location, lot numbers and item info attributes have been entered for the finished goods items the Yield Button will appear to the left of the command line. Select Yield to change the yielding method used to allocate the raw material cost to the finished goods items or to Complete the work order.The default Yielding Method is based on the Default Yielding used in Work Orders setting in Inventory Options. The yielding methods available are: AVERAGE, Item Specific YIELD, Item Specific COST or Base Selling PRICE 1-8. Which methods can be used are defined in Inventory options. See Yield below for more information. To save or complete the Work Order, select Complete. See Completing the Work Order the Work Order below for more information.

• Void – Select Void to void and exit the work order.
• Exit – Select Exit to exit the work order. The following message line displays: "WO was Changed !! Exit Anyway? No/Yes."
• If you select no, the system will abort exiting and will allow you to continue processing this work order.
• If you select yes, the system will exit without saving any of your entries or edits.

Note: The RM command option will only appear after entering the production plan for the finished goods items.

Note: The Yield command option will only appear after entering the production plan for the finished goods items, lot numbers, slot numbers, COOL identities and required item info attributes have been assigned to the finished goods items and the raw material and other raw material lots have been assigned to the work order.

Note: If you select the Update option prior to selecting the raw material or other raw material lots, the standard quantity will be assigned to the NEXT LOT automatically.

Note: Next Page and 1st Page options in command options will appear if there are more than 18 finished good items to be produced on the work order, The Next Page and 1st Page options will appear to move from one display window to another.

3. Use the command options to make the appropriate changes to the work order. See Adding Work Orders for more information.

4. When all necessary changes have been made, Select Update to save the work order as an open work order that can be completed based on actual raw material and other raw material lots and quantities used and the actual finished goods item quantities and lots produced.

If all raw material and other raw material lots have been selected and all required COOL Identities, location, lot numbers and item info attributes have been entered for the finished goods items the Yield Button will appear to the left of the command line. Select Yield to change the yielding method used to allocate the raw material cost to the finished goods items and/or Complete the work order. Change the yielding method used to allocate the raw material cost to the finished goods items or select Update to save and/or complete the work order. See Yield in Adding Work Orders for more information.

Important: Your changes will not be saved unless you select Update.

To view the definitions of the fields found on the work order, see the field list on Work Orders. For more information on the Open Work Order option see Work Orders.

Security Required : Inventory - Work Orders