icon to select, the warehouse
in which this MO is being built.Use this screen to create, maintain, and view information about manufacturing orders. You can issue Component Parts to manufacturing orders, charge timesheets to them, and create special requisitions and purchase orders to capture subcontractor operation costs required for a part. The system captures all the costs related to these activities and uses them to value the completed parts on an MO. You can copy Manufacturing Bills of Material (MBOMs) to an MO to generate a material requirement list and a corresponding inventory reservation. You can copy routings to MOs as well to record all labor and subcontractor processing requirements required to build.
Use this screen to create and maintain manufacturing orders as required.
Enter an MO ID up to 10 characters (the first character of the MO ID cannot be blank) or leave clear if one of the auto-numbering methods is used. You select the numbering method for manufacturing orders in the MO Numbering Method group box in the Production Control Settings (Materials » Production Control » Production Controls) screen. Orders can be manually numbered or system-generated by warehouse or inventory project.
Use this drop-down list to select the type of MO being created. The system-defined types are Standard (system default), Customer Repair, and Rework.
Select the current status of the MO. Options are Closed, Firm Planned, In Shop, Planned, and Released. You cannot change the status of the MO to Planned, Firm Planned, or Released if there have been material issues or units completed on the MO, or if there has been timesheet activity against it. You cannot reopen a completed MO.
When a manufacturing order that is not a customer repair MO type is Released and you selected the Relieve Manufacturing Orders check box in the Back Order Processing Settings (Materials » Inventory » Inventory Controls) screen, the system checks for outstanding approved reservations for the part, inventory abbreviation, and warehouse ID; the system performs the check using the Need date for the MO and Need Date Filter (Standard Calendar Days) in the Back Order Processing Settings (Materials » Inventory » Inventory Controls) screen. The system displays a warning message indicating the reservations that may be due or past due for this MO.
Once the Build Part has been relieved to an inventory abbreviation and the Status is changed to Completed in the Relieve Manufacturing Orders (Materials » Production Control » Manufacturing Orders) screen, the MO is assigned with a Relief ID upon saving the record. The Status for this MO displays as Completed where applicable throughout Costpoint, and the Completed Quantity for this MO displays based on the Relief Quantity and Open Quantity in the Relieve Manufacturing Orders (Materials » Production Control » Manufacturing Orders) screen. You cannot change the MO Status unless you delete the entire record. You cannot add additional requirement lines in the Requirements subtask once the MO Status is Closed or Completed.
Select from this drop-down list the planner responsible for this MO.
Enter, or use the binoculars icon to select, the warehouse
in which this MO is being built.
Use this drop-down list to select the supervisor responsible for this MO. This is an optional field.
Enter, or use
to select, the ID of the part that is being built for this MO. The part
must be active and have a status of Released
in the Maintain Parts (Materials » Product
Definition » Part Master) screen, (or Pre-Release
if you selected the Allow
MO for Unreleased Build Parts check box in the Production Control
Settings (Materials » Production Control
» Production Controls) screen). A description of the part displays
below this field.
Enter, or use
to select, the desired revision level. If you selected the Allow
Multiple Revisions for Each Item check box in the Product Definition
Corporate Settings subtask of the Product Definition Settings
(Materials » Product Definition » Product Definition Controls)
screen, the last revision assigned to this part is displayed.
The inventory unit of measure assigned to this part in the Basic Part Data (Materials » Product Definition » Part Master) screen is displayed in this non-editable field.
Enter the As of Date to determine the BOM and/or routing to load. The default is the current date. Only those components are loaded (in the Requirements subtask) where the starting effectivity date is earlier than, or the same as, the As of Date, and the ending effectivity date (if not null) is later than the As of Date.
Enter, or use
to select, the configuration ID to determine the BOM and/or routing to
load. This field is available only if you selected the Use
Configuration IDs check box in the BOM Corporate Settings subtask
of the BOM Settings (Materials » Bills
of Material » Bills of Material Controls) screen. If you enter
a configuration ID, components are loaded for each line number that either
match the configuration ID or, if no records for that line match the configuration,
the component is loaded with no configuration ID. The component rows must
still meet the effective date criteria before they are loaded in the Requirements
subtask.
Use to find the
serial number to determine which BOM configuration and/or routing to load.
No data entered in this field is saved.
Enter the quantity of the part to be built with this MO. This cannot be less than the value in the Completed Qty field. If you change the total MO Build Qty after requirements are generated, you can recalculate the requirement/reservation quantities for the listed component parts in the Requirements subtask. If you choose to do so, the following fields are updated for any MO requirement rows where the quantity type is A (Per Assembly): Required Quantity, Inv Reserved Quantity, Issued Quantity, and Total Reserved Quantity.
This field displays the current completed quantity of the part built with this MO. Once the Build Part has been relieved to an inventory abbreviation and the Status is changed to Completed in the Relieve Manufacturing Orders (Materials » Production Control » Manufacturing Orders) screen, the MO is assigned with a Relief ID upon saving the record. The completed quantity for this MO then displays, and the MO cannot be changed unless you delete the entire record.
Enter the number of BOM levels the system should go down when determining requirements. This number cannot be less than zero. The default level is 1.
If the level of explosion is greater than one, the system produces a summarized BOM listing of components, ignoring all subassemblies (but not ignoring their quantity per as a multiplier) in the Requirements subtask, and the Line No and Find No do not display.
If you select multiple levels of explosion, the MBOM quantity per for a given component line with a quantity type code of A (Per Assembly) is multiplied out by all the intermediate subassembly quantities for the selected end item to determine the cumulative quantity per. The cumulative quantity per is multiplied by the MO order quantity to calculate the required and inventory reserved quantities. The issue quantity for a component is determined by multiplying the cumulative quantity per by the Assembly Qty to Issue.
If the level of explosion is one, the system lists only the build part's components and subassemblies directly below it, along with the BOM line and find numbers.
If the component has a quantity type of O (Per Order), the component quantity per displays in all requirements' quantity fields for components and subassemblies.
If the component has a quantity type of R (As Required), all component quantities and subassembly component quantities are set to zero.
Select this check box to have the system generate material requirements from the BOM. This check box is automatically selected when you create or modify a standard MO in which the build part has released bills of material and requirements not yet saved. Otherwise, the check box is cleared (and also disabled if no bills of material exist). If you save the MO with this check box selected, the related MO requirements are automatically saved, even if nothing has been entered in the Requirements subtask.
If Costpoint Routings (Materials » Routings » Routing Controls) is initiated, select this check box to have the system generate labor/subcontract requirements from Routings, then enter the routing number of the part to be built in the untitled field to the right. The primary routing number of the build part loads as a default. This check box is selected when you create or modify a standard MO in which the build part has a released routing (or unreleased if you have selected the Allow MO to Use Unreleased Routings check box in the Production Control Setting (Materials » Production Control » Production Controls) screen) and routings are not yet saved. Otherwise, this check box is cleared and disabled. If you save the MO and this check box is selected, the related routing are automatically saved, even if nothing has been entered in the Routings subtask.
In the unnamed field to the right, enter or use to select the routing number of the part being built.
This number is limited to two digits.
If the Config field is clear, the system loads the routing (for the build part/revision) that has the Primary Routing check box selected in the Maintain Routings and Release Routings (Materials » Routings » Routings) screens. If a primary routing does not exist, the one with the lowest routing number is loaded.
If you entered an ID in the Config field, the system loads the default routing for that configuration, as set up in the Link Configurations subtask of the Maintain Routings and Release Routings (Materials » Routings » Routings screens (with the Preferred Routing field set to Y (Yes)). If no preferred routing exists for the configuration, Autoload functions as it does when the Config field is clear.
Inventory Abbreviations are established in the Inventory Abbreviations subtask of the Inventory Projects (Materials » Inventory » Controls) screen. After you enter the Inventory Abbreviations settings for each field in this group box, the settings from the Inventory Projects screen defaults in the Allocations subtask based on the inventory project and inventory abbreviation. Inventory Abbreviations using different cost methods cannot be combined on the same manufacturing order.
Enter, or use
to select, the primary inventory abbreviation to which the MO parts are
built. If you save the MO without using the Allocations subtask, the default
build-to inventory abbreviation and Build
Qty are automatically saved as allocations. This must be an active
inventory abbreviation with an Inv
Type of F (Finished Goods)
in the Inventory Abbreviations subtask in the Inventory Projects (Materials » Inventory » Controls) screen.
You cannot enter GFM inventory abbreviations (for example, you entered
GFM in the Acct
Type field in the Inventory Abbreviations subtask) in this field.
If you selected Customer Repair
in the Type field, an Expense
Acct Type
of inventory abbreviation is loaded here and a GFM inventory abbreviation
must be loaded in the Allocations subtask. This allows the system to charge
costs to expense accounts but signifies that the customer owns the finished
part.
You cannot change the default build-to inventory abbreviation once units have been completed against it or if charges have been applied to the MO.
Enter, or use
to select, the inventory abbreviation from which the MO pulls subassemblies
and other make parts. This inventory abbreviation must be active or allow
outgoing issues. If the abbreviation in this field is different from the
build-to inventory abbreviation's inventory project, the subassembly inventory
project must allow issues. For example, the Default
Subassembly Inv Abbrev is unrestricted, restricted to top-level project,
or restricted to netting group as selected in the Inventory Abbreviations
subtask of the Inventory Projects (Materials
» Inventory » Controls) screen.
Enter, or use
to select, the inventory abbreviation from which the MO pulls raw material
parts. This inventory abbreviation must be active or allow outgoing issues.
If the abbreviation in this field is different from the Default
Build-To field, the raw material inventory project must allow issues.
For example, the Default
RM Inv Abbrev
is unrestricted, restricted to top-level project, or restricted to netting
group as selected in the Inventory Abbreviations subtask of the Inventory
Projects (Materials » Inventory » Controls)
screen.
In this optional field, enter the inventory abbreviation from which the MO pulls common stock parts. This inventory abbreviation must be active or allow outgoing issues and must be linked to a common stock inventory project, as selected in the Common Stock Inv Abbrev field in the Inventory Projects (Materials » Inventory » Controls) screen.
Enter the beginning order date of the MO. This defaults to the date entered in the As Of Date field.
Enter the date by which the manufactured parts should be completed. If the Due/Completed (Planned) date field is null, the need date defaults to that field.
Enter the date by which the manufactured parts should be completed. When you enter a new MO, this field (if null) defaults with the entered need date. If the total lead time for manufacturing the build part is zero days, this date defaults to the actual need date but can be changed. If total lead time for manufacturing is greater than zero days, this defaults to the order date plus the total lead time days (default date can be edited). Lead times are set in the Part Lead Time subtask of the Planning Part Data (Materials » Product Definition » Part Master) screen. The various manufacturing lead times are Manufacturing Planning, Manufacturing Inspection, Manufacturing, Manufacturing Pick, and Manufacturing Stocking.
Enter the date the manufactured parts were completed on this MO. This field is usually filled in by the system when the MO status is changed to Completed after MO relief is complete, or if MO relief closes the order short. The date is then the relief transaction date.
This field must be clear if the Status field is Planned, Firm Planned, Released, or In Shop. If you change the Status field to Completed or Closed, this field defaults to the current date, if it was previously clear.
Enter the date the MO is to be released to the stockroom. If the build part's total manufacturing lead time (manufacturing, manufacturing pick, manufacturing inspection, and manufacturing stocking) is zero, this field has no default date. If it is greater than zero, the default date is equal to the need date minus the total lead time (manufacturing, manufacturing pick, manufacturing inspection, and manufacturing stocking).
Enter the date the MO was released to the stockroom. This field defaults to the current date if it was previously clear and the Status field is changed to Released or In Shop. This field must be clear if the Status field is set to Planned or Firm Planned.
Enter the date the MO is to be issued to the shop floor. If the build part's total manufacturing lead time (manufacturing, manufacturing inspection, and manufacturing stocking) is zero, this field has no default date. If it is greater than zero, the default date is equal to the need date minus total lead time (manufacturing, manufacturing inspection, and manufacturing stocking).
Enter the date the MO was issued to the shop floor. This field defaults to the current date if it was previously clear and the Status field is changed to In Shop. This field must be clear if the Status field is set to Planned, Firm Planned, or Released.
Click this button to add or view more information about the MO header.
Click this button to open a subtask where you can allocate the MO build quantities to multiple inventory abbreviations.
Click this button to open a subtask where you can attach standard text to the MO header.
Click this button to open a subtask where you can view the documents linked to the parts of the selected MO.
Click this button to open a subtask where you can add or view component/subassembly requirements for the MO.
Click this button to open a subtask where you can add or view labor/subcontract routings for the MO. This button is disabled if you do not have access to Costpoint Routings (Materials » Routings » Routing Controls).
Click this button to open a subtask where you can add or view serial/lot information about the items built on the MO.
Click this button to open a subtask where you can view total and relieved costs for the MO. This button is not available if cost suppression is in effect (for example, the Cost checkbox is selected in the Data Suppression group box in the Maintain Users (Other » System Administration » System Security) screen).
Click this button to view all existing subcontractor requisitions and/or purchase orders that have been created for the selected MO.
Click this button to open the subtask where you can view the Documents linked to the selected MO.