Create Shop Order from Chart

Explanation

Use this activity to create a new shop order for the part record selected in a chart. The shop order will be backward scheduled. The start date is equal to the need date minus the total manufacture time.

To perform this activity from the Inventory Part Availability chart, select one or more demand segment(s) in the chart and click New Shop Order.

• The sum of the demands for the selected segment(s) appears by default in the Supply Quantity field, but can be manually changed.
• The earliest due date from the selected demand(s) appears by default in the Due Date field, but can be manually changed.

To perform this activity from the Material Lines Availability chart, select one or more demand segment(s) in the chart and click Create Shop Order(s).

Prerequisites

• The part must not be configured.
• The part must not be connected to a project.
• The Part Type list should be set to either Manufactured or Manufactured Recipe on the Inventory Part page.
• A Part Revision must exist for the part on the date start date.
• For the system to automatically create allocations, the part must have a buildable structure.
• If a routing is used, it must be in the Buildable state. The system cannot reserve, issue to, or receive an order if there are no allocations on it.
• If the activity is performed from the Material Lines Availability chart, selected demand segment(s) must have availability category set to Supply Covers Demand, Shortage and/or Need Order.

System Effects

As a result of this activity the system creates a new shop order for the selected part. When this happens, the system creates material requirements and schedules operations. It retrieves operations and structures according to the part, structure revision and alternative, and routing revision and alternative that you entered.

The shop order will be created with Revision/Alternate valid for the given supply date and the lot size entered.

If the activity is performed from the Material Lines Availability chart, the created shop order will be pegged to the material line.

Pages

Visual Inventory Part Availability Planning
Visual Shop Order Materials Planning
Visual Shop Orders Planning

Activity Diagrams

Plan Shop Order Material Availability using Visual Planning