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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.

image-20241121-141738.png

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.

image-20241121-140540.png

On the Work Order page, click the Finish button.

image-20241121-141358.png

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:

  • 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 not checked

      • Default to Remaining Qty.

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

    • If Report Output by Routing is checked.

      • Default to Output Qty. from the previous step.

      • If first step, default to Remaining Qty.

      • By default, we only allow one output 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 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 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:

Work Center

Operation No.

Quantity

UOM

Line Status

Finished Date/Time

No. of Components

Open, WIP, Finished

  • 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.

    • Managers will work with exceptions using a report.

Component

Description

Qty. To Consume

Qty. in Input Bin

Short

Qty. in Other Bins

Linked to the current Operation No. and all previous Operation No. that have not been fully consumed yet

Item Decription

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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