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Goal
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
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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.
Create a custom Finish Work Order page 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 checked
Visible and Editable
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.
EditableIf Report Output by Routing is checked.
Defaults to Remaining Qty.
Error if it not equal to the Remaining Qty.
By default, we only allow one output of finished goods per work order
Assume no scrap.
If Report Output by Routing is not checked
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)
If Output Reporting by Routing is checked- And
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.
- And
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.
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 |
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Open, WIP, Finished | ||||||
Add New Fields to Work Line
Actual Qty.
Will be populated by 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.
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.
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Add a checkbox to the Finished Work page above the component list.
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Fields |
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Will be populated by the new finished work order routine.
This number cannot be negative, and cannot be greater than Quantity on the Work Line.
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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 |
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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. Base on Hand in Other Bins (might need to exclude QB bins) |
Finish Work Order button
Update Actual Qty. on component Work LineLines.
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