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 (which is typically for top level items), 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

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 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, defaults to today)
Close Work Order (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 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
- 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

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

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.
Post a Production Journal.
If Close Work Order = true, finish the work order.
- Error if there are any component Work Lines with Short > 0