to select, the employee ID of the person
who performed this relief.Use this screen to signify completion of unit(s) against an MO, cost the units, and place them into inventory. Reliefs are considered inventory transactions and relief IDs can be automatically assigned in the Transactions IDs subtask of the Warehouses screen in Costpoint Inventory by selecting the "Manufacturing Order Receipt" description, and then selecting "Y" (Yes) in the Auto-Assign column.
In addition to completing a MO and relieving all open quantities, other types of reliefs can be created in this screen:
Partial Relief - A partial relief is a positive quantity relief that does not complete or close a manufacturing order. The cost of the partial relief depends on the costing method selected in the Partial Relief Options subtask.
Negative Relief - This increases the on order quantity and decrease the on-hand quantity of the build part. It also decreases the MO relief costs.
Cost-Only Relief - Use this relief type to increase or decrease the MO relieved costs without affecting any quantities. In this case, the Relief Quantity field should be zero and the value entered in the Extended Cost field should be equal to the relief cost.
You can also use this screen to issue a completed part directly to another manufacturing order or to a sales order when relieving a manufacturing order.
If you are relieving a manufacturing order that is not a customer repair MO type, and you have selected the Relieve Manufacturing Orders checkbox in the Back Order Processing Settings screen in Inventory, the system checks for outstanding approved reservations for the part, inventory abbreviation, and warehouse ID based on the Need Date for the MO and the Need Date Filter (Standard Calendar Days) in the Back Order Processing Settings screen. The system displays a warning message indicating the reservations that may be due or past due for this MO.
When loading a manufacturer order, the system will ask you if the MO requirements should be automatically loaded for the backflush parts or all required inventory parts, if they exist (if you have selected the Relief radio button for Backflush Timing in the Production Control Settings screen). If you elect to autoload requirements, all applicable backflush components listed as MO requirements will load if the backflush location is populated and the inventory reserved quantity is greater than zero.
If you have selected the Allow Net Change MRP checkbox in the MRP Corporate Settings subtask of the MRP Settings screen in Material Requirements Planning and the part's planning type is "MRP" (in the Planning Part Data screen in Product Definition), or if the part's planning type is "MPS" and you have selected the Plan MPS Part Requirements checkbox, the build part's Net Change Flag will be set to "Y" when a positive or negative quantity relief is saved and/or the MO status changes. If you delete or insert reservation lines, the same will occur for each reservation line in which the part is listed.
Use this screen as required to relieve manufacturing orders.
Enter the ID of the relief you want to add. You can automatically assign Relief IDs in the Transactions IDs subtask of the Warehouses screen in Costpoint Inventory. If the Auto-Assign option is "Y" for the "Manufacturing Order Receipt" description in the Transaction IDs subtask, leave this field blank.
Enter the date this transaction took place. The accounting period will be derived from this date. This required field defaults to the current date but can be changed. This transaction date must fall within an open inventory period/subperiod.
Enter, or use to select, the employee ID of the person
who performed this relief.
Enter, or use to select, the ID of the manufacturing
order against which these parts are being relieved. MOs with a status
of "Planned" or "Firm Planned" cannot be relieved.
This field displays the status of the relieved MO. This status can be changed if required. If the MO status is changed to "Closed" and all of the original build quantity has not been retrieved, and average actual costing is being used, any unrelieved costs will be allocated to the quantities in the closing relief.
If the total build quantity has been relieved, the MO status will change to "Completed." You cannot change the status to "Completed" if there are uncompleted units. If the status is "Completed" and a negative quantity relief is done, the MO status will be changed to "In-Shop."
If the status is not changed to "Completed" during the relief, positive reliefs will be costed using the default partial relief option in the Partial Relief Options subtask, or when you change the relief option or relief unit cost amount, or when you save the transaction. If you calculate costs before saving and you change any quantities, the system must recalculate the price to reflect the new quantity. Unit labor and subcontract hours must also be relieved to inventory for average actual costing. The system will not recalculate inventory costs when relieving to an "on-hold" location type.
This field displays the warehouse in which the MO is being built.
This field displays the planner responsible for the MO.
This field displays the supervisor responsible for the MO.
This field displays the total quantity of the part being built from the MO.
This field displays the part ID the MO is building. A description of the build part displays below this field.
This field displays the build part's revision level.
This field displays the build part's default/inventory unit of measure.
This field displays the total open quantity to build on the MO. This is the Build Quantity less the previously relieved quantity for the MO.
This field displays the inventory abbreviation to which the build part will be relieved, as specified in the Allocations subtask of the Enter Manufacturing Orders screen.
This field displays the relieve to inventory abbreviation’s project ID.
This field displays the quantity of the build part being relieved for the specified inventory abbreviation. The default for this field is the open quantity remaining on the MO for the specific MO allocation line, but it can be changed. Entering a negative quantity will cause inventory to be pulled from the To warehouse location.
This field displays the warehouse to which the build part is being relieved. The value defaults to warehouse ID entered in the Warehouse field in the Enter Manufacturing Orders screen for the MO. For negative reliefs, the inventory is pulled from this warehouse.
Enter, or use to select, the warehouse location to
which the build part is being relieved. For negative reliefs, the inventory
will be pulled from this warehouse location. This field must be entered
if you are not doing a cost-only relief. This field's value defaults to
the Preferred Warehouse field for the build part in the Part Project Data
screen in Product Definition (if the warehouse is the same as the To Warehouse
for this row), or the build part's default warehouse ID as entered in
the Warehouse field in the Planning Part Data screen in Product Definition
(if the warehouse is the same as the To Warehouse for this row). If you
select Lookup for this field, all in-shipping and on-hand relief locations
display for the selected To Warehouse, as well as the current inventory
quantities for the part and inventory abbreviation.
This field displays the total open quantity for this MO Allocation. This is the MO Allocation Build Quantity minus the Completed Quantity.
Enter the expected remaining yield quantity for this MO allocation in this field. This field displays the yield quantity allocated to this inventory abbreviation in MO Allocations. If the Incl Scrap/Yield % in MO Requirements check box is selected in the Production Control Settings screen, this field is calculated as (Build Quantity - Completed Quantity)* Yield. The Build Quantity and Completed Quantity values are stored in the Allocations subtask in the Enter Manufacturing Orders screen. If the part is an MBOM assembly, its yield percentage is entered in the Assembly subtask in the Maintain MBOM and/or Release MBOM screens in Costpoint Bills of Material. If the Incl Scrap/Yield % in MO Requirements check box is cleared, this field is hidden.
This field displays the unit cost of the part and cannot be changed. The unit cost of a partial relief will depend on the costing method selected in the Partial Relief Options subtask.
The extended cost of the build part is displayed in this field. This can be changed for "Cost-Only Reliefs."
Enter, or use to select, the reference number from
which the relieved part costs are being pulled. These optional fields
must contain valid reference numbers from the screens in the Reference
Numbers (Ref) menu in Costpoint General Ledger and are used by Accounting
for alternate financial reporting. Data Entry Headings "Ref No 1"
and "Ref No 2" are defined in the G/L Settings screen.
Enter, or use to select, the reference number to which
the relieved part costs are being issued. These optional fields must contain
valid reference numbers from the Reference Numbers (Ref) menu in Costpoint
General Ledger and are used by Accounting for alternate financial reporting.
Data Entry Headings "Ref No 1" and "Ref No 2" are
defined in the G/L Settings screen.
Enter, or use to select, the Manufacturing Order to
which the relived quantity is being issued , if you wish to automatically
issue the completed items to the next manufacturing order. If
a manufacturing order is entered, here, the system creates two inventory
transactions, one for the MO relief, one for the MO issue.
Enter, or use to select, the Issue-to MO Requirement
line number against which these parts are being issued.
Enter, or use to select, the sales order to which the
build part will be issued to, if you wish to automatically issue the completed
items to a sales order. If a manufacturing order is entered, here, the
system creates two inventory transactions, one for the MO relief, one
for the SO issue.
Enter, or use to select, the sales order line to which
the build part will be relieved, if you wish to automatically issue the
completed items to a sales order.
If you wish to issue to a SO line component, enter, or use to select, the sales order component line to which the build
part will be relieved.
Click this button to display information about the accounting periods (fiscal year, period, subperiod, and ending date) to which the transaction is being charged.
Click this button to enter, view, or modify notes about this transaction.
Click this button to specify a partial relief costing option.
Click this button to open the documents subtask, where you can assign documents to the manufacturing order relief transaction.
Click this button to view or change charge flags for the relieved MO. If the MO status is changed to "Closed" or "Completed" in the relief, this subtask will default the settings you selected in the Default Restrictions for Closed/Completed MOs group boxes in the Production Control Settings screen.
Click this button to record or view serial/lot information for the selected transaction line.
Click this button to view inventory cost element information for the selected transaction line.
Click this button to open the Part Documents subtask, where you can assign documents to the manufactured part.
This field displays the sum of relief quantities for all lines.
This field displays the total relieved amount, for all lines.
To reverse an existing MO relief, first clone the original MO relief by selecting File » Clone from the menu toolbar. A separate window displays, where you can enter the Relief ID that you would like to clone or reverse, as well as the Warehouse for a particular Relief ID. If the Relief ID, MO, and Relief Lines have been loaded in the main screen, the clone function populates them by default with that Relief ID. Click the Execute button to proceed with the clone transaction, or select Cancel to discontinue and return to the main screen.
Once the transaction is cloned a message displays, giving you the option to reverse it. Select Yes to reverse the quantities of the cloned transaction (along with the serial/lot), and all original transaction cost elements are loaded. After reversing a cloned transaction, you can adjust quantities and locations, but all other columns are disabled in the table window. Reversing quantities cannot exceed the original transaction quantities. Select No to keep the cloned transaction as it appears.