Issuing Materials to WO
Having selected Issue tab in WO Creation opens a panel for entering and viewing transactions of materials issued from warehouses to work orders.
Whichever tab you select the main section offers the same fields.
Here you can see lines that can otherwise be found in manufacturing specification. The fields appearing here depend on whether you set parameters for scrap and waste in program parameters. If you have not selected them, they will not be displayed and you cannot enter them.
Table of contents
- Main Section in Issue Panel
- Lines in Issue Panel
- Bottom Section Displaying Summary Data
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Validations of issued quantities
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1. Main Section in Issue Panel
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HINT
Reposition columns using drag and drop in order to customize displayed data. Order fields in any column in ascending or descending order by right-clicking column title bar.
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| Issue On |
Enter or select a date on which material was issued, that is the date on which you confirmed issue. |
| Confirm Issue |
Click it in order to confirm the currently entered issues. |
| Input gross issued Quantity |
If this option is cheked input quantity in field Quantity is filed into Scrap and waste by percentage |
| Warehouse from doc. Type |
If warehouse from document type is selected, warehouse is taken from work order movement settings |
| Warehouse from resource |
If warehouse from resource is selected program takes all warehouses (issue, scrap, waste) from resource, if resource has warehouse specified. On the right side the small form will aper where is possible to select the specific resource in the case of using multiresources on operations.
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| Custom Warehouse |
If custom warehouse is selected on the right side the drop down list of values will apear where you can select the warehouse from for the issue. To enable the selection press the button change warehouse.
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2. Lines in Issue Panel
| Alt. |
Displays an alternate line from manufacturing specification. |
| Line |
Displays a line from manufacturing specification. |
| Item |
Displays an item. |
| Item Type |
Displays item type. |
| Description |
Displays a short text giving description of item (naming it). |
| Quantity |
Displays remaining net quantity for issue to WO. Quantities are colored red and sometimes when quantities relieved from inventory are greater than the planned ones marked with a positive (+) sign. On the other hand, when quantities are smaller than planned they are marked with a negative (-) sign. |
| Issued Qty |
Enter net quantity for issue to WO. |
| Scrap |
Displays remaining scrap quantity for issue to WO. |
| Issued Scrap |
Enter scrap quantity for issue to WO.
If material of issued scrap has serial numbers then you can also issue scrap of this material by serial numbers. When you enter the quantity of issued scrap the window for entering serial numbers will pop up.
When you entered serial number for issued scrap the new window will pop up where you can enter new serial number for received issued material scrap.
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| Scrap ID |
Displays scrap ID. |
| Waste |
Displays remaining waste quantity for issue to WO. |
| Issued Waste |
Enter waste quantity for issue to WO. |
| U/M |
Displays unit of measurement used with item. Displays unit of measurement used with item. A unit of measurement (U/M) can be primary, secondary set by the collective U/M. It can also be set by the customs U/M which is tertiary. Set units of measurement in the Items register. |
| Finished |
If checked, marks that line was issued. It is checked automatically when the required quantity gets issued. Depending on the settings of issue you can also check it manually. For more details see topic on closing work order. |
| Prim. Category |
Displays an ID of primary category of item. |
| Sec. Categ. |
Displays an ID of secondary category of item. |
| S/N |
If checked, serial number tracking is switched on for material. |
If serial number tracking is checked for item, a window for issuing serial numbers opens after having entered quantity. On the other hand, in case of negative issue the window for issuing serial numbers for negative issues.
Enter quantities in the window for issuing serial numbers in primary U/M. After having entered, quantities recalculated to the U/M accordingly.
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WARNING
Entered quantities for issue are shown in blue before confirming the issue. Entered quantities for issue which exceed available quantities (as determined in manufacturing specification) are shown in red.
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3. Bottom Section Displaying Summary Data
| Stock |
Enter or select an ID of warehouse from which you want to issue as specified in Document Types settings (issue of quantities, scrap and waste). You can change warehouse at will. This is not possible for items with checked serial number tracking. |
| (quantity) |
Displays available stock of item in the specified warehouse. It needs to be noted that the allocated quantity is deducted from it. Available stock for dates of issue prior to the current date is checked and displayed on the grounds of performed transactions, that is, according to the warehouse card. To check available stock for the current date and those after it the current stock is checked. |
| (U/M) |
Displays unit of measurement used. Here can be found main unit of measurement which is set as primary, a secondary unit of measurement set as collective unit of measurement and customs unit of measurement set as tertiary. Set units of measurement in the Items register. |
| Allocated |
Displays allocated quantity of item. |
| Department |
Enter or select a department contained in the line of work order. It depends on set parameter in Post to Department Set In box that can be found in Settings | Program | Document Types | Work Orders | Movements. You can change the department.
Post to department according to the set parameter:
- Resource Register - A line contains department from resource. If no department is entered with resource, the one from work order will be entered.
- Work Order - A line contains department from work order.
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| Total Quantity |
Displays total net quantity for issue to WO. It can be found in manufacturing specification. |
| Issued Qty |
Displays total issued quantity so for. |
| Alloc. Qty |
Displays allocated quantity of item. |
| Scrap Total |
Displays total scrap quantity for issue to WO. It can be found in manufacturing specification. |
| Issued Scrap |
Displays total issued quantity of scrap so for. |
| Alloc. Scrap |
Displays allocated scrap quantity. |
| Waste Total |
Displays total waste quantity for issue to WO. It can be found in manufacturing specification. |
| Issued Waste |
Enter waste quantity for issue to WO.
If material of issued waste has serial numbers then you can also issue waste of this material by serial numbers. When you enter the quantity of issued waste the window for entering serial numbers will pop up.
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| Alloc. Waste |
Displays allocated waste quantity. |
| Grand Total |
Displays a grand total quantity required in order to process WO (quantity + scrap + waste). |
| Issued Total |
Displays total issued quantity in order to process WO (quantity + scrap + waste). |
| Alloc. Total |
Displays total allocated quantity in order to process WO (quantity + scrap + waste). |
| Scrap Receiving |
Enter or select an ID of warehouse for receiving scrap. You can change warehouse at will. This is not possible for items with checked serial number tracking. |
Entering Material Transactions to Work Order
Enter data on net issued quantities for quantity, scrap and waste in corresponding fields.
Repeat procedure in all remaining lines.
After having finished entering quantities issued , posting is executed by confirming quantities issued. For more details see next topic.
Having confirmed the quantities issued, the data are erased from fields and the remaining quantities for issue are displayed.
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WARNING
Use a command in right-click menu to check Finished field. right-click.
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4. Validations of issued quantities
As set for a specific group of work orders in Document Types settings, checking for quantities issued to work order is performed in various ways. Determine settings in general panel for work order document types. For options see below:
- No Used Quantity Check: In this case any quantities were entered and posted. Should you enter a greater quantity than allowed you are warned by quantity displayed in red.
- Reported and Required Quantity Must Be Equivalent: In this case you are unable to enter a quantity greater than the one set in manufacturing specification. Otherwise an error is returned.
- When you want to mark a line containing a smaller issued quantity than set as finished you receive a message and you have to confirm it to proceed.
- Reported Must Be Equivalent or Less than the Required: In this case you are unable to enter a quantity greater than the one set in manufacturing specification. Otherwise an error is returned.
- Reported Must Be Equivalent or Greater than the Required: In this case you are unable to enter a quantity greater than the one set in manufacturing specification. Otherwise an error is returned.
- When you want to mark a line containing a smaller issued quantity than set as finished you are not allowed to proceed but you can post the difference by confirming it.
Check for Documents of Movement in Issuing (No Entered Issue Warehouse)
According the above-mentioned possibilities the following error can be returned:
Check for stock at warehouse according to the entered quantity for issue:
Check when changing warehouse in line containing an item with serial number tracking checked and which already includes entered quantity in line of WO:
Check when changing warehouse in line containing an item whose quantities are allocated.
Check for entering quantities for issuing a phantom item. The check is performed in case Compound Goods and Services as Phantoms being switched on. You will not be able to proceed with issuing but you can mark lines as finished.
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HINT
Reposition columns using drag and drop in order to customize displayed data. Order fields in any column in ascending or descending order by right-clicking column title bar.
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