To split costs first set work orders in WO Criteria and Product Criteria boxes. Then select Split Materials mode and enter date which is usually represented by the last date of period. Then enter cost ID used in work orders. Plus enter total amount of costs. You can obtain total amount of materials manually or by user-defined procedures. Having entered all data on split costs and a log is displayed if successful. Otherwise a list of IRIS error messages appears on how to remove errors. For detailed treatment see Collective Materials in Split WO.
The window consists of:
1. A taskbar with the following buttons
- Refresh: Having entered criteria refresh the bottom list of WOs. If you entered total materials they are split across individual work orders.
- Recalculate: Click it to split materials once again.
- Run: Click it in order to record data in work order, create issue slips and recalculated price of own product plus allowing you to display the log.
2. Criteria
3. WO List
Set work orders for processing in criteria.
Work Order Criteria
Mode
| Mode |
Select which of the following types of mode will be performed:
- Split Costs
- Split Materials
|
WO Criteria
| WO From - To |
Enter or select initial and end number of WO for processing. |
| Parent WO |
Restricting by entered parent WOs. |
| WO From - To |
Restrict work orders by a set of parent WOs. |
| No Parent WO |
If checked, allows you to select criteria only for those WOs without parent WOs. |
| All Linked |
If checked, selects all parent and child work orders according to set criteria.
If you checked All Parents other checkboxes will be hidden. |
| All Parents |
If checked, selects all parent work orders. |
| All Children |
If checked, selects all child work orders. |
| Include Parents |
If checked, includes parent WOs according to set criteria. |
| WO Status |
Here you can select work order status or statuses by which you want to restrict selection:
- D - In Progress
- E- Partially Finished
- Z - Closed
|
| Materials Issued |
If checked, selects only such work orders with material requirements issued. That is, those marked as finished. |
| Operations Finished |
If checked, selects only such work orders containing finished operations. |
| Plan |
Enter or select a plan by which you want to restrict selection. |
| Date From - To |
Enter start and end date of period in which work order was created. |
| Start Date From - To |
Enter or select start date period by which you want to restrict selection. |
| End Date From - To |
Enter or select end date period by which you want to restrict selection. |
| Order From - To |
Enter or select order ID by which you want to restrict selection. |
| Doc. From - To |
Enter or select linked issue slips with data on materials and work completed by which you want to restrict selection. |
| Document Types |
Select work order document type or types. |
| Priority |
Enter or select Priority ID by which you want to restrict selection. |
Product Criteria
| Item |
Enter or select an item in work order. |
| Name |
Enter or select a name of the item. Make use of the % sign. |
| Prim. Category |
Enter or select an ID of primary category of item. |
| Sec. Category |
Enter or select an ID of secondary category of item. |
| Item Type |
Enter or select an ID of product item type. |
Split Costs
| Splitting Mode |
Select among the following modes:
- Value of Materials Used
- Value of Finished Work
- Value of Materials and Work
- Amount of Finished Work
- Planned Material Quantity - The option is visible only after unchecking Create Work Preparation.
|
| Splitting Date |
Enter or select a date on which you want to split materials, that is, the date on which corresponding documents will be created. |
| Create Work Preparation |
If checked, determines that a line will be created for issue entered. Otherwise lines of work orders containing materials, recorded in table and matching other criteria for selecting work orders will be issued. See follow-up for description of lines appearing in the bottom section after having selected WOs. |
| |
|
| Table of Materials in Split WO |
Here you can enter ID and name of material and its quantity to be split, plus a warehouse used in material issuance. When entering IDs to a list you can selected among those which belong to materials, or more precisely, semi-finished products and do not have serial number tracking checked. Should you leave the warehouse field empty, then the issuing warehouse is set according to the set type of material and manufacturing document type. Click Recalculate in order to refresh data after having made any changes in the table. |
To enter data to the table you can use user-defined procedures using SQL InterActive. For detailed treatment see examples of use in Collecting Materials in Split WO.
Here are displayed lines of work order. Having checked Create Work Preparation displays a line or lines for adding to work order. On the other hand, when trying to split materials without previously checking Create Work Preparation those lines are added that matching the criteria and IDs of materials in the table. When trying to split materials negative or positive values can be used with the entered amount. Amounts are split only in those lines where divisor value matches the value of entered amount.
1. Split materials to WOs having checked Create Work Preparation
Having entered data click Refresh to generate a list of work orders used in splitting materials.
Lines in WO List
| Sel. |
If checked, marks WOs among which materials will be split. Uncheck this field so as to exclude individual WOs you do not want to burden.
You can do this by using the right-click menu as well.
|
| WO |
Displays a number of work order. |
| Divisor |
Here a certain value is displayed which determines the share of total amount to be included on the WO. The higher the divisor amount the higher the amount of materials that will be included to WO. |
| Quantity |
Displays split materials in WO. It is calculated based on total amount and divisor. |
| Doc. Type |
Shows a document type of work order. |
| Status |
Displays a wok order status. |
| Item |
Displays ID of item in work order. |
| Name |
Displays name of item in work order. |
| Planned Qty |
Displays planned quantity in work order. |
| Recv. Qty |
Displays quantity of products received. |
| Component ID |
Displays component ID. |
| Start Date |
Displays start date of work order. |
| End Date |
Displays end date of work order. |
| Plan |
Displays plan No. where work order was created. |
| Mat. Finished |
If checked, marks whether lines of material in WO were issued. That is, marked as finished. |
| Oper. Finished |
If checked, marks whether operations in WO are finished or not. |
2. Split materials to WOs leaving Create Work Preparation unchecked
Having entered data click Refresh to generate a list of work orders used in splitting materials. A list is generated according to the set criteria; and IDs must match the materials in the table.
Lines in WO List
| Sel. |
If checked, marks WOs among which materials will be split. Uncheck this field so as to exclude individual WOs you do not want to burden.
You can do this by using the right-click menu as well.
|
| WO |
Displays a number of work order. |
| Divisor |
Here a certain value is displayed which determines the share of total amount to be included on the WO. The higher the divisor amount the higher the amount of materials that will be included to WO. |
| Quantity |
Displays split materials in WO. It is calculated based on total amount and divisor. |
| Doc. Type |
Shows a document type of work order. |
| Status |
Displays a work order status. |
| Item |
Displays ID of item in work order. |
| Name |
Displays name of item in work order. |
| Planned Qty |
Displays planned quantity in work order. |
| Recv. Qty |
Displays quantity of products received. |
| Component Line |
Displays number of line of material (component) in work order. |
| Component Alternate |
Displays alternate line of material (component) in work order. |
| Component ID |
Displays an item in work order. |
| Comp. Name |
Displays a name of item in work order. |
| Planned Comp. Qty |
Displays quantity in line of material (component) in work order. |
| Comp. UM |
Displays primary unit of measurement (U/M) used in line of material (component) in work order. |
| Start Date |
Displays start date of work order. |
| End Date |
Displays end date of work order. |
| Plan |
Displays plan No. where work order was created. |
| Mat. Finished |
If checked, marks whether lines of material in WO were issued. That is, marked as finished. |
| Oper. Finished |
If checked, marks whether operations in WO are finished or not. |
| Warehouse |
Displays issuing warehouse. It is set regardless of the item type and document type in manufacturing. If you were to enter the warehouse in the table, the material will be issued from this warehouse. |
Take care when splitting materials to WOs so as to keep in consideration different types or modes of manufacturing as well as ways of splitting materials.
You should be careful in manufacturing using multi-level work orders. This means having one type of work orders with which you make semi-finished products and another type where the former are integrated. If so, you have to split materials for work orders with semi-finished products and then do it separately for those including products. Because should you try to perform this simultaneously, the own price of products would probably be calculated incorrectly. Perhaps such price would not include total split materials.
It gets even more complicated should you set Value of Materials Used since in this case you could get incorrect split materials based on the value of integrated semi-products. This can change with further splitting of materials.
It is wise you split materials at the lowest level. Then recalculate having checked Recalculate Valuation Prices and repeat the procedure at higher levels.
Regardless whether you are using single-level or multi-level production you should recalculate transactions for products which are used in other business events prior to the end of accounting period. Such as for example when issuing from warehouse because of insufficient amount on other work orders; or in end-customer sales, etc since the current computer systems performance does not allow for all calculations to be performed parallel to splitting materials.