CREATE MO SUBCONTRACTOR REQUISITIONS

Use this screen to generate requisitions for manufacturing order subcontractor requirements. You can then access the requisition in Costpoint Procurement Planning. When you generate requisitions in this application, transactional and functional currencies are assumed to be the same, and therefore all transactional and functional amounts for requisitions will be the same (that is, the exchange rate is 1). Purchase Orders generated from these requisitions will have their PO costs added to the cost of the manufacturing order and will have the MO ID as the order reference ID.

During requisition generation, the preferred vendor is not assigned if it is a payroll vendor, if its Approval Code is Pending or Not Approved, or if its Vendor Status for PO is On Hold.

Click the Generate Reqs button after selecting the MO Status criteria and additional fields to limit the displayed MOs or MO Routing lines. You can select the planner, default build-to project, netting group, warehouse, and MO status of the MOs to display. Closed and completed MOs are excluded from the display.

Use this screen to pull up either a list of open MOs or a list of open MO routing lines referencing subcontractor operations that meet the entered selection criteria.

Location

Planner

Enter, or click to select, the ID of the planner of the MOs to be displayed. Leave it blank to display all MOs.

Project

Enter, or click to select, the project of the MOs to be displayed. Leave it blank to display all projects.

Warehouse

Enter, or click to select, the warehouse of the MOs to be displayed. Leave it blank to display all MOs.

Netting Group

Enter, or click to select, the netting group of the MOs to be displayed. Leave it blank to display all MOs.

Show Open Subcontract Operations Only

Select this check box to determine how MOs or MO Routing Lines should be loaded in the table window of this screen. If you select this check box, the system will find any open MO routing subcontract operation lines for any MOs that meet the Planner, Warehouse, Project, Netting Group, and status requirements. If you do not select this check box, the table window will load those MOs that meet the Planner, Warehouse, Project, Netting Group, and status requirements; however, the operation-related fields will be unavailable. If you have not installed Costpoint Routings, this option is not available.

Sort By

Use this drop-down list to sort the MOs or MO routing lines in a specified order. Available options include Need Date, Project, MO, and Status.

Select MO Status

Use the options in this group box to select the MO statuses that will display in the table window.

Released

Select this check box to include MOs with a Released status.

In-Shop

Select this check box to include MOs with an In-Shop status.

Table Window

MO

This field displays the manufacturing order ID.

Type

This field displays the type of the manufacturing order.

Status

This field displays the current status of the manufacturing order.

Build Part

This field displays the ID of part for which the MO was created.

Rev

The field displays the revision ID of the part for which the MO was created.

Description

This field displays the description of the part for which the MO was created.

Part Security

This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the part for which the MO was created is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the part you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that part:

The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.

Requisitions Exist

This field displays Y (Yes) if there are one or more requisition lines that exist for that row. This field initially defaults to N (No).

Create Requisition

Select this check box to have the system generate a new requisition when the generate requisitions action is selected

Planner

This field displays the ID of the planner responsible for the MO.

Supervisor

This field displays the supervisor responsible for the MO.

Order Reference

This field displays the order reference number for which this MO is being built.

Build Inventory Abbrev

This field displays the inventory abbreviation of this MO allocation line.

Build Inventory Abbrev Name

This field displays the name of the build inventory abbreviation.

Build Project

This field displays the project of the build inventory abbreviation. If you enter the project and execute the search, this field will be unavailable.

Build Project Abbrev

This field displays the project abbreviation of the build project. It cannot be modified.

Netting Group

This field displays the netting group of the build project. If you enter the netting group and execute the search, this field will be unavailable.

Order Date

This field displays the date the MO was originally ordered.

Need Date

This field displays the date on which the MO needs to be completed.

Planned Completion Date

This field displays the date on which the MO is due to be completed.

Planned Release Date

This field displays the date on which the MO is planned for release to the stockroom. This field is unavailable when a search is executed with the Planned and Firm Planned check boxes not selected.

Release Date

This field displays the date on which the MO was released to the stockroom. This field defaults to the current date if it was previously blank and the MO status was changed to Released or In-Shop. This field is blank if the MO status is Planned or Firm Planned.

Planned In-Shop Date

This field displays the date on which the MO will be issued to the shop floor. This field is unavailable when a search is executed with the Planned, Firm Planned, and Released check boxes are not selected.

In-Shop Date

This field displays the date on which the MO was issued to the shop floor. This field defaults to the current date if it was previously blank and the MO status was changed to In-Shop. This field must be blank if the MO status is Planned, Firm Planned, or Released.

MO Build Qty

This field displays the total quantity of the part that is to be built on this MO.

Completed Qty

This field displays the total quantity that has been completed on the MO.

Organization

This field displays the ID of the organization associated with the MO.

Org Abbrev

This field displays the organization's abbreviation.

Allow Subcontracts

Select this check box depending on whether or not subcontract charges to this MO are allowed. You cannot modify this field if the MO Status is Firm Planned.

Subcontract Charges

This field displays Y (Yes) or N (No) depending on whether or not subcontractor charges have been applied to this MO.

Generate Reqs

Select this action to create requisitions for manufacturing order subcontract operations.

Subtasks

Subtask

Description

Requisition Info

Click this link to assign optional information to the requisition.

Subcontractor Reqs/PO

Click this link to show all existing subcontractor requisitions and/or purchase orders that have been created for the selected MO.