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.
Steps
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.
Scan or type the Work Order No. in the global search box.
On the Work Order page, click the Finish button.
Create a custom Finish Work Order page in Yakta instance
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.
Editable
If 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 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 |
|---|---|---|---|---|---|---|---|---|
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 Finished Work page above the component list.
Hide Components Consumed Already (default to yes)
New Fields on Work Line
Actual Qty.
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.
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:
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 components with Qty. to Consume = 0.
Short Qty:
If Qty to Consume - Qty in Input Bin > 0, Qty to Consume - Qty in Input Bin, or 0. Do not display negative.
Finish Work Order button
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.