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Goal

To reduce steps to report output and to finish a work order.

Setup

By default, GoldFinch report outputs at the last step, by Work Order.

For items that require to report output by routing, check the field highlighted below.

image-20241121-141738.png

Steps

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

image-20241121-140540.png

Click the Finish button.

image-20241121-141358.png

On the Fiinsh Work Order page, toggle display standard fields or advanced fields based on a custom setting (AdvancedFinishWO).

If AdvancedFinishWO = false

image-20241121-140407.png

If AdvancedFinishWO = true, display 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 finshed.

  • 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, and if AdvancedFinishWO = false

  • Execute the existing code to finish the work order 

If AdvancedFinishWO = true, execute new code to:

  • Create and Post Production Journal.

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

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