Versions Compared

Version Old Version 6 New Version Current
Changes made by

Scott Zhuo

Scott Zhuo

Saved on

Key

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

...

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.

...

Steps

Note

The Work Order must have Allocation Status = Full, and all required components must be 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 before you try to finish the work orderyet.

We recommend not to use Pick Ticket for Work Order. Instead, use Replenishment to move inventory to the Input bin.

...

On the Work Order page, click the Finish button.

...

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

If AdvancedFinishWO = false

  • Display standard fields.

...

in Yakta instance

...

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.

    • 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.

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

    • Editable

    • 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.

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

  • Keep Close Work Order Open (editable, default to “No”)Operation (Checkbox)

    • if the Operation is the last step

      • Visible and default to checked.

      • Hide if the Operation is not the last step

  • Serial No.

    • 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 by Routing is

...

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

...

Users can scan Operation No. barcode.

...

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 and

    • 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.

Remaining QtyQuantity

UOM

Line Status

Finished Date/Time

No. of Components

Open, WIP, Finished

When clicking the Finish Work Order button:

If AdvancedFinishWO = false

  • GoldFinch executes existing code to finish the work order 

If AdvancedFinishWO = true,

GoldFinch executes new code to:

...

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.

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.

Fields

Explanations

Components

  • 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 in 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

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

  • If Output Reporting by Routing is not checked

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

Consumed Qty

  • Copied from Work Line

Qty. to Consume

  • Actual Qty - Consumed Qty.

  • If Hide Components Consumed Already is checked, hide component lines with Qty. to Consume = 0.

Qty. in Input Bin

Qty. Base on Hand in Input Bin

Short Qty

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

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 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

    Keep

    Close Work Order

    Open

    =

    false

    true, finish the work order.

    • Error if there are any component Work Lines with Short > 0