Issue

On the Issue tab of the Process WO form, you can track and input material transactions of issuing materials from warehouses to the Work Order.

The following case presents how to issue materials for production of the semi-finished product LARA3_DOOR.

CASE SUMMARY The person responsible, Marc Manufacture, enters materials used for the production of WO 22-6000-000019. From the Materials warehouse, Marc issues materials needed to manufacture the WO. Marc enters data about used materials on the Issue tab. This is done as follows: Opening the Create WO From WO Processing Tool Selecting a Sales Order Creating WO From WO Processing Reviewing Created Orders and General Data

1. Opening the Create WO From WO Processing Tool

To open the Process WO tool, the person responsible selects Work Order 22-6000-000019 for item LARA3_DOOR in the Process Work Orders window and clicks the (Process WO) button.

HINT The Process WO form can also be opened by double-clicking the WO or clicking the (Process WO) button in the WO field on individual WO lines if the WO status is Released, In Progress, Partially Finished, or Finished. If the WO status is Planned, Open, or Reserved, the Work documentation reports form opens.

Next, the person responsible selects the Issue tab in the lower part of the window.

2. Selecting the Warehouse and Issue Date

At the top of the tab, the person responsible selects the checkbox in the Warehouse from Doc. Type field and so defines the issue warehouse selected on the Document Type.

In the Issue On field, the person responsible defines the issue date 3.06.2022.

3. Entering Used Materials in Lines

When a specific line is selected, data about stock and current material usage appears in the lower part of the window.

The quantity of the issued materials is entered in the line.

For material PVC_FOIL, the estimated quantity 15 units is entered in the Quantity field. During production, 14 units were used. The person responsible enters the used quantity in the Issued Qty field and confirms the material issue by selecting the Confirm Issue button.

The person responsible enters scrap quantity 0,1 units into the Issued Scrap field the same way.

By selecting the checkbox in the Finished field, the person responsible marks the transaction for this line Complete.

HINT You can set the control of minimal and maximum issued quantity on WO. The control is activated when the WO is finished. For more information, see the chapter Quantity Check.

WARNING The checkbox marking finished transactions is checked automatically when the issued quantity reaches the needed quantity.

In lines of materials POLYESTER and ZIPPER, the issued quantity of material is the same as the estimated quantity. To make things easier, the person responsible enters material to these lines by right-clicking the line and selecting Completely Issue for Line. The issue is confirmed by clicking the Confirm Issue button.

HINT When the issue is confirmed on the Issue tab, issue documents from warehouses are automatically created. Documents are visible on the Work Order on the Linked Documents tab.   Materials can also be issued by using the special Issue Materials form. For more information about the form, see the chapter Issue Materials.