Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Goal

To reduce steps to report output and to finish a work order.

Setup

By default, GoldFinch report outputs at the last step, by Work Order.

For items that require to report output by routing, check the field highlighted below.

image-20241121-141738.png

Steps

Scan or type Work Order No. in the global search box.

...

image-20241121-141358.pngImage Removed

image-20241121-140407.pngImage Removed

Add Click the Finish button.

...

On the Fiinsh Work Order page, toggle display standard fields or advanced fields based on a custom setting (AdvancedFinishWO) to .

If AdvancedFinishWO = false

...

If AdvancedFinishWO = true, display the following fields, instead of the above out of box fields.:

  • Quantity (not editable)

  • Finished Qty (not editable)

  • Remaining Qty. (not editable)

  • Actual Qty. (editable, default to Remaining Qty.)

  • Finished Date (editable, default to today’s date)

  • Keep Work Order Open (editable, default to No)

  • Operation No.

    • Visiable Visible only if Report Output by Routing is checked for the Output Item).

    • Editable, default to the first Routing Step that is not finished\.

    • Users can scan Operation No. barcode.

    • Error if Operation No. is not the first Routing that is not finshed.

  • Serial No.

    • Visible only if the Output Item is Serial Tracked and Actual Quantity = 1

    • Use Finished_Good_Serial_No__c on Work Order to default Serial No.

      • For Yakta, system GoldFinch uses the next sequential serial number

      • For Arrowquip, users scan the serial number.

Work Center

Operation No.

Remaining Qty

UOM

Line Status

No. of Components

Open, WIP, Finished

When clicking the Finish Work Order button, and if AdvancedFinishWO = false

  • Same as before Execute the existing code to finish the work order 

If AdvancedFinishWO = true true, execute new code to:

  • Create and Post Production Journal Journal.

  • If Keep Work Order Open = false, finish the work order.

...