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Overview
Simplify the steps to report outputs and complete a work order.
Setup
GoldFinch defaults to reporting outputs at the last step by Work Order.
For items that require output reporting by routing (which is typically for top level items), check the field highlighted below on the item page.
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Steps
| Note |
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We should allow Create Output Journal even if the Work Order’s Allocation Status is not Full and if all required components are not in the Input bin yet. We recommend not to use Pick Ticket for Work Order. Instead, use Replenishment to move inventory to the Input bin. |
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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
in Yakta instance
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If Report Output by Routing is Checked
Typically, for Top Level Items
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 checkedVisible 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.
DefaultDefaults to Remaining Qty.
Error if it
isnot
oneequal to the Remaining Qty.
By default, we only allow one output of finished goods per work order
.If Report Output by Routing is not checked
Default to Remaining Qty.
By default, we 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 box)
If Output Reporting by Routing is checked
AndCheckbox)
if the Operation is the last step
Visible and default to checked.
If Hide 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 checkedVisible only if the Output Item is Serial Tracked and the Operation is the last Operation No.
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
If Report Output
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by Routing is Not Checked
Typically, for level 2 or level 3 items
Display and configure the following fields:
Output Quantity (not editable)
Finished Qty (not editable)
Remaining Qty. (not editable)
Actual Output Qty.
Editable
Defaults to Remaining Qty.
By default, we can allow multiple outputs of finished goods per work order.
Assume no scrap
Finished Date (editable, defaults to today)
Close Work Order (Checkbox)
Visible and default to checked.
Serial No.
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 |
Display a list of to be consumed components for the routing step.
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We want to consume as many components as possible.
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Managers will work with exceptions using a report.
Add
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Only Display Components to Consume (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. To Consume
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Qty. in Input Bin
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Short Qty
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Qty. in Other Bins
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New Fields to Work Line
Actual Qty.
Populated Will be populated by this the new finished work order routine.
This number cannot be negative , and cannot be greater than the 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.
Explanations of Fields on the list:
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Add a checkbox Above the Component List
Hide Components Consumed Already (default to yes)
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 |
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Fields | Explanations |
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Components |
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Actual Qty |
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Consumed Qty |
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Qty. to Consume |
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Qty. in Input Bin | Qty. Base on Hand in Input Bin |
Short Qty |
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Qty. in Other Bins | Qty. |
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Base on Hand in Other Bins (might need to exclude QB bins) |
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 component Work Lines.
Create a Production Journal.
Add components with Qty. to Consume > 0 and Short = 0 to Item Journal Lines.
Qty. on IJL should be
if Qty in Input Bin >= Qty. to Consume, Qty to Consume
if Qty in Input Bin < Qty. to Consume, Qty in Input Bin
Post a Production Journal.
If Close Work Order = true, finish the work order.
Error if there are any component Work Lines with Short > 0