Finish Work Order Enhancements

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

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

On the Work Order page, click the Finish button.

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

If AdvancedFinishWO = false

• Display standard fields.

If AdvancedFinishWO = true

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

    • Default 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.

    • Default to Remaining Qty.

    • Error if it is not the same as the Remaining Qty.

    • By default, we only allow one output of finished goods per work order and no scrap.

  • If Report Output by Routing is not checked

    • Default to Remaining Qty.

    • By default, we allow multiple outputs of finished goods per work order.

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

• Close Work Order (a check box)

  • 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

• Display a list of all routing steps for the work order for visibility:

• Display a list of to be consumed components for the routing step.

  • 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 page:

Hide Components Consumed Already (default to yes)

New Fields on WL

• Actual Qty.

  • Will be populated by this 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 on 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.

Short Qty:

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

When clicking the Finish Work Order button:

If AdvancedFinishWO = false

• GoldFinch executes existing routine to finish the work order 

If AdvancedFinishWO = true,

• GoldFinch executes new routine to:

  • 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.