Issue Shop Order Material Automatically

Explanation

This activity is used to issue material automatically for a shop order. When this activity is performed, the system will select the inventory location. During the automatic issue of parts, the supply codes relating to the shop order material lines are taken into consideration. If the supply code is Inventory Order, only the standard inventory will be available for issue. If the supply code is Project Inventory, only the project inventory for the project connected to the shop order will be available for issue. If components are available, the parts belonging to the connected project activity will be issued.

To issue material automatically, select the relevant shop order(s), click Material Actions and then Issue.

If you want to issue only reserved material, enable Issue All Reserved Material.
If you want to issue all material for the shop order, including non-reserved material, enable Also Issue Non-Reserved Material. When this option is enabled, Issue All Reserved Material is enabled automatically.
If you want to perform a partial issue for the shop order, enter the quantity of the parent part that you want to manufacture in the Parent Quantity to Issue field. The specified quantity is issued first from reserved material, and then any remaining quantity is issued from non-reserved material. To issue all material, leave this field blank.
If you want to issue also non-operation material, enable Issue Non-Operation Material.
If you want to issue only operation material, enable Issue Operation Material. Enter the operation no to issue material for in Operation No field or use the List of Values.

The value in the Reserve/Issue Method field of the shop order material line is considered when automatically reserving/issuing material. This value determines how to reserve/issue material to the shop order.

For operation connected material, the option selected in the Outside Reserve/Backflush field on the Work Center page is considered when automatically reserving material. This value determines how the reserve/backflush of material is allowed from locations other than work center inbound locations.

If the Shared Location option is enabled in the Location tab of the Work Center page, material can be reserved/issued to any demand. If disabled, only the material demands from operations that are connected to the work center will be allowed to reserve/issue material from this location.

If the shop order is connected to a batch balance ID and the Allow reserve and issue from lot/batches outside the batch balance option is enabled in Site/Manufacturing page, issue of the component which the preceding balanced shop order is supplying is limited to the lot/batch numbers received from this shop order. Note: The shop order is limited to issue supply received from the preceding shop order, however any other shop order without a connection to a balance ID is allowed to issue the same material.

Note: If the catch unit is enabled for the part, it will only be possible to issue components automatically once the entire quantity in the inventory location is issued. If the entire quantity in the inventory location is not issued, a message will appear requesting you to enter the catch unit quantity. In such situations you need to perform the issue of components manually. For more information refer to the online help file: Issue Components Manually.

If this is the first issue of material for the selected assembly shop order, the system will automatically run the perform preliminary conformance check function, thereby creating (or updating) the expected on-log with the structure for the level below. For more information on this function, refer the online help file: Perform Preliminary Conformance Check.

This activity contains a security checkpoint which can be activated by an administrator. With an activated security checkpoint on a function you will have to authenticate yourself again in order to fulfill the function. Additionally, whenever a security checkpoint is successfully passed a security checkpoint log is written, creating an audit trail of what is done.

Prerequisites

All disassembly and repair orders connected to the assembly shop order must have been completely received.
Likewise, all disposition orders connected to the disassembly order in a shop visit must have been completely received.
(If an order on the level below is not finished, some serials may not be reserved. This may cause the expected on-log to be updated with incomplete information.)
The shop order must have been released and there must be enough unreserved material in stock. Note: it is not necessary to reserve the shop order.

System Effects

The following system effects will take place as a result of this activity:

Components are issued from inventory.
Each shop material allocation row receives the status Issued.
The status of the shop order will be set to Started.
Inventory transaction history records (SOISS) will be created for the issued components.
The system will locate and issue components according to the FIFO algorithm (First In First Out algorithm).
If the shop order was created from project delivery, the project delivery structure will be updated with the quantity issued.
If the catch unit is enabled for the part, the system will update the Catch Qty Issued field on the Shop Order/Material tab with the corresponding catch unit value.
When automatically issuing material for a shop order with a connected supply pegging, the issue will reduce the pegged quantity by the same quantity that was issued. Note: If more than one supply is pegged to the same demand, you will be prompted to manually adjust peggings prior to performing the issue of material.
The expected on-log is created (or updated) with the structure for the level below.
Log entries are generated each time the perform preliminary conformance check function is run (i.e., either manually or automatically). These entries can be viewed on the Shop Order/Prelim. Conformance Log tab or MRO Interim Order Structure/Preliminary Conformance Log tab.

Issue Shop Order Material Automatically

Explanation

Prerequisites

System Effects

Pages

Activity Diagrams