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Goal

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, check the field highlighted below on the item page.

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Steps

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

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

Scan or type the Work Order No. in the global search box.

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On the Work Order page, click the Finish button.

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

If AdvancedFinishWO = false

  • Display standard fields.

image-20241121-140407.png

If AdvancedFinishWO = true

Display and configure the following fields:

  • Quantity (not editable)

  • Finished Qty (not editable)

  • Remaining Qty. (not editable)

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

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

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

  • Operation No.

    • Visible only if Report Output by Routing is checked for the Output Item.

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

    • Users can scan Operation No. barcode.

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

  • Serial No.

    • Visible only if the Output Item is Serial Tracked and Actual Quantity = 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.

Work Center

Operation No.

Remaining Qty

UOM

Line Status

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:

    • Create and Post a Production Journal.

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

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