icon to select, the warehouse from which the MOs are
selected. This is a required field.Use this screen to print various manufacturing order forms. These forms are used by inventory control and shop floor personnel to determine what materials need to be picked for an MO (pick list), a document listing all the inventory and non-inventory components for assembly (assembly sheet), and a traveler listing all the routing steps an MO must go through and the work centers it must pass through (routing traveler). You can also print component labels to place on kitted material containers. Component labels are printed separately because they require different forms than the other reports. You can specify the reports to print at the time of printing or use the print flags defined for each MO when it is created.
Prior to printing these reports, you should define the rules and defaults for each form in the MO Documentation Print Options (Materials » Production Controls » Production Control) screen.
Once a form is printed for a selected manufacturing order, the printed flag for that form is set to Yes for that manufacturing order. This prevents the form from being reprinted, unless the Print Previously Printed Documents check box is checked.
This report typically only prints forms for manufacturing orders with a status of In-Shop or Released. You can optionally include firm planned, closed and/or completed manufacturing orders by using the screen parameters listed below. This process can also be used to update manufacturing order status codes, if the Update MO Status to Released and/or Update MO Status to In-Shop check boxes are selected.
Use this screen whenever manufacturing order documentation is required.
Enter, or use the binoculars icon to select, the warehouse from which the MOs are
selected. This is a required field.
Select this option to print the documents specified on each of the selected MOs.
The document package for each manufacturing order can be defined in the Header screen of the Enter Manufacturing Orders (Materials » Production Control » Manufacturing Orders) application.
Select this option to choose the documents to print for the selected MOs regardless of what documents have been defined for each MO in the Header screen of the Enter Manufacturing Orders application. Once you select this option, you can choose the following documents to print by selecting the applicable check box:
Pick List
Assembly Sheet
Routing Traveler
Select this check box to print pick lists for the selected MOs. The pick list generally displays all open inventory component part requirements by MO, as well as the inventory locations for the parts. Use the MO Documentation Print Options (Materials » Production Controls » Production Control) screen to specify additional information to include on the report.
When the Print Floor Stock Parts option is selected on the MO Documentation Print Options screen, MO requirement lines for inventory floor stock parts are included whether or not the MO requirement line has an inventory abbreviation associated with it. MO requirement lines that are non-inventory floor stock parts are also included if the Print Ref and Non-Inv Components option is selected on the MO Documentation Print Options screen. If this option is not selected, MO requirement lines that are inventory floor stock parts are included only if they have inventory abbreviations associated with them. Non-inventory floor stock parts are not printed.
Select this checkbox to print assembly sheets for the selected MOs. The assembly sheet can include all component requirements for the manufacturing order, regardless of whether they are inventory parts, floor stock parts, or not. Manufacturing BOM reference designator information can also be printed for each component requirement. Use the MO Documentation Print Options (Materials » Production Controls » Production Control) screen to specify what components to include, the default sort for component requirements, and whether MO header text and notes should be printed on the form.
Select this check box to print routing travelers for the selected MOs. The routing traveler includes the MO routing operation steps required to produce the MO build part. Use the MO Documentation Print Options (Materials » Production Controls » Production Control) screen to specify what other information (such as MO notes, routing notes, or text) should print included on the form.
Select this check box to print as-built configurations for the selected MOs. This option is not available at this time.
Select this option to print component labels for the selected MOs. This uses the same selection and sort as in the Pick List option, except for MO header notes and text options, which are not printed. Component labels may be used for items that require labeling on material containers, for example. Component labels are printed separately from reports because they often require different form layouts and printer paper stock.
From the drop-down list, select manufacturing orders to include by the range of assigned planners. Options are:
All (default)
One
Range
From Beginning
To End
If a range other than All is
selected in the Range
Option field, enter, or use to select, the required parameters.
From the drop-down list, select the range of manufacturing orders to include in the forms. Options are:
All (default)
One
Range
From Beginning
To End
If a range other than All is
selected in the Range
Option field, enter, or use to select, the required parameters.
From the drop-down list, select the manufacturing orders to include by the range of MO build projects. Options are:
All (default)
One
Range
From Beginning
To End
If a range other than All is
selected in the Range
Option field, enter, or use to select, the required parameters.
Use this group box to specify which individual component requirements and routing operations to print, based on the assigned work center in the Enter Manufacturing Orders (Materials » Production Control » Manufacturing Orders) screen.
From the drop-down list, select the range of work center component requirements and routing operations to include in the forms. Options are:
All (default)
One
Range
From Beginning
To End
If you select All, all routing operations and all MO requirements are considered, even if no work center is specified on the routing or requirement line.
If a range other than All is
selected in the Range
Option field, enter, or use to select, the required parameters.
The primary sort option for all forms is by manufacturing order. The sort options below define how component requirements and routing operations are sorted within a MO.
From the drop-down list, select how you want the pick list or component labels sorted. You can sort by:
Work Center
Component Part
Line Number
Find Number
Component Location
The default for this field is taken from the MO Documentation Print Options (Materials » Production Controls » Production Control) screen, but can be changed here.
If you select Component Location, the primary component's primary location is taken from the Preferred Location field in the Part Project Data (Materials » Product Definition » Part Master) screen (if the Warehouse field in the Enter Manufacturing Orders (Materials » Production Control » Manufacturing Orders) screen matches the Preferred Warehouse field in the Part Project Data (Materials » Production Definition » Part Master) screen).
If such a match does not exist, the primary location is then taken from the Planning Part Data (Materials » Product Definition » Part Master) screen (if the Warehouse field in the Enter Manufacturing Orders screen matches the Warehouse Location field in the Planning Part Data screen). If no warehouse match is found in the Part Project Data or Basic Part Data screens, or if a warehouse match is found but the value is blank (there may be a warehouse match in the Part Project Data screen but the Preferred Location field might be blank, since it is not a required field), the system selects the first on-hand type of inventory location (alphabetically sorted) for the part in Enter Manufacturing Orders (as long as it has a quantity greater than zero). If the first location has a quantity of zero, the system continues to the next location.
From the drop-down list, select how you want the assembly sheet sorted. Available sort options are:
Work Center
Component Part
Line Number
Find Number
The default for this field is taken from the MO Documentation Print Options (Materials » Production Controls » Production Control) screen, but it can be changed.
Enter a limit date; MOs with a planned shop date after this date are not included.
By default, these check boxes are selected to indicate that the locations and quantities of pick list and assembly parts, and their applicable serial and/or lot numbers, print on the pick list and assembly sheet. Clear one or both of these check boxes to prevent serial/lot information from being printed. If you did not select the Enable Inventory Serial/Lot Tracking checkbox in the Serial/Lot Settings (Materials » Inventory » Inventory Controls) screen, both check boxes are disabled.
Select this check box to include serial numbers and/or lot numbers on the header of the routing traveler. If you did not select the Enable Inventory Serial/Lot Tracking check box in the Serial/Lot Settings (Materials » Inventory » Inventory Controls), this check box is disabled.
If you selected the Print Traveler Serial/Lot check box, select this check box to print a separate routing traveler document for each unique serial/lot combination assigned to the manufacturing order.
Select this check box to print documents that have already been printed.
Select this check box to include MOs with a status of Closed/Completed.
Select this check box to include MOs with a status of Firm Planned.
Select this check box to set the MO status to Released for all selected Firm Planned MOs. This check box is not available unless you have already selected the Include Firmed Planned MOs check box.
Select this check box to set the MO status to In-Shop for all selected Firm Planned or Released MOs for which routing travelers are being printed.
Some routing operation steps are defined purely for loading additional instructions to a separate Advanced Planning and Scheduling (APS) system. The operation ID of these routing lines begins with a caret “^”. Select this check box to include routing lines with operation IDs that begin with a caret "^" symbol on the routing traveler.