Versions Compared

Key

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

Goal

Simplify the steps to report outputs and complete a work order.

...

  • Output Quantity (not editable)

  • Finished Qty (not editable)

  • Remaining Qty. (not editable)

  • Operation No.

    • If Report Output by Routing is checked

      • Visible and Editable

      • Default to the first Routing Step that is not finished.

      • Users can scan Operation No. barcode to confirm

      • Error if Operation No. is not the first routing that is not finished.

    • If Report Output by Routing is not checked

      • Not Visible

  • Actual Output Qty.

    • Editable

    • If Report Output by Routing is not checked.

      • Default to Remaining Qty.

      • Error if it is not one.

      • By default, we only allow multiple outputs one output of finished goods per work order.

    • If Report Output by Routing is not checked.

      • Default to Output Qty. from the previous step. If first step, default to Remaining Qty.

      • By default, we only allow one output multiple outputs of finished goods per work order.

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

  • Close Work Order (a check box)

    • If Output Reporting by Routing is checked

      • And if the Operation is the last step

        • Visible and default to checked.

      • If the Operation is the last step

        • Hide

    • If Output Reporting by Routing is not checked

      • Visible and default to checked.

  • Serial No.

    • If Output Reporting by Routing is checked

      • Visible only if the Output Item is Serial Tracked and the last Operation No.

    • If Output Reporting by Routing is not checked

      • Visible only if the Output Item is Serial Tracked

    • Error is Actual Quantity is not 1

    • Use Finished_Good_Serial_No__c on Work Order to default Serial No.

      • For Yakta, GoldFinch uses the next sequential serial number

      • For Arrowquip, users scan the serial number, and Finished_Good_Serial_No__c must be blank

  • Display a list of all routing steps for the work order for visibility:

...

  • Display a list of to be consumed components for the routing step.

    • We want to allow to close a step even if some components are not available.

    • We want to consume as many components as possible.

    • Managers will work with exceptions using a report.

Add a checkbox to the page:

Only Display Components to Consume (default to yes)

Component

Description

Unit of Measure

QuantityActual Qty.

Consumed Qty

Qty. To Consume

Qty. in Input Bin

Short Qty

Qty. in Other Bins

...

New Fields on WL

  • Actual Qty.

    • Populated by this new finished work order routine.

    • This number cannot be negative, and cannot be greater than Quantity on the Work Line.

  • Short Qty.

    • Formula Field

    • If Actual Qty != 0, Actual Qty - Consumed Qty., or 0

    • We will need this field to run reports.

Explanations of Fields on the list:

Components:

  • If Output Reporting by Routing is checked

    • Linked to the current Operation No. and to all previous Operation No.

...

    • Components not linked to any operation should be included on the last step

  • If Output Reporting by Routing is not checked

    • All components for the work order

Actual Qty:

  • If Output Reporting by Routing is checked

    • Input Actual Output Qty. x Qty Per on the Work Line

  • If Output Reporting by Routing is not checked

    • (Finished Qty. on Work Orer + Actual Output Qty.) x Qty Per

  • Assuming no output scrap.

Consumed Qty: From Work Line

Qty. to Consume: Actual Qty - Consumed Qty.

If Only Display Components to Consume = true, hide lines with Qty. to Consume = 0.

Short Qty = if Qty to Consume - Qty in Input Bin > 0, display Qty to Consume - Qty in Input Bin, or display 0. Do not display negative.

When clicking the Finish Work Order button:

...

  • GoldFinch executes new code to:

    • Create a Production Journal.

      • Add components with Qty. to Consume > 0 and Short = 0

    • Post a Production Journal.

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