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Table of Contents
stylenone

Goal

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

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On the Work Order page, click the Finish button.

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On the Create a custom Finish Work Order page , display fields based on the AdvancedFinishWO custom setting:

If AdvancedFinishWO = false

  • Display standard fields.

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If AdvancedFinishWO = true

Display in Yakta instance

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Display and configure the following fields:

  • 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 Defaults 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 checked.

      • Default Defaults to Remaining Qty.

      • Error if it is not the same as equal to the Remaining Qty.

      • By default, we only allow one output of finished goods per work order and

      • Assume no scrap.

    • If Report Output by Routing is not checked

      • Default Defaults to Remaining Qty.

      • By default, we can allow multiple outputs of finished goods per work order.

      • Assume no scrap

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

  • Close Work Order (a check boxCheckbox)

    • If Output Reporting by Routing is checked

      • And if the Operation is the last step

        • Visible and default to checked.

      • If the Operation is not 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 Operation is 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

Routing List

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

Work Center

Operation No.

Quantity

UOM

Line Status

Finished Date/Time

No. of Components

Open, WIP, Finished

Component List

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

Component

Description

Unit of Measure

Actual Qty.

Consumed Qty

Qty. To Consume

Qty. in Input Bin

Short Qty

Qty. in Other Bins

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

  • We want to consume as many components as possible when closing a step.

  • Managers will work with exceptions using a report.

Add a checkbox to the page:Finished Work page above the component list.

  • Hide Components Consumed Already (default to yes)

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Component

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Description

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Unit of Measure

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Actual Qty.

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Consumed Qty

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Qty. in Input Bin

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Short Qty

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Qty. in Other Bins

New Fields on WLWork Line

  • Actual Qty.

    • Will be populated by this the 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, and if Actual Qty - Consumed Qty., Actual Qty - Consumed Qty., or display 0

    • We will need this field to run reports.

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  • If Output Reporting by Routing is checked

    • Components linked to the current Operation No. and to all previous Operation No.

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

  • If Output Reporting by Routing is not checked

    • All components for the work order

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  • If Qty to Consume - Qty in Input Bin > 0, Qty to Consume - Qty in Input Bin, or 0. Do not display negative.

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Finish Work Order button

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If AdvancedFinishWO = false

  • GoldFinch executes existing routine to finish the work order 

If AdvancedFinishWO = true,

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  • Update Actual Qty. on Work Line.

  • Create a Production Journal.

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

  • Post a Production Journal.

  • If Close Work Order = true, finish the work order.