Configure Shop Order Settings
Explanation
This activity is used to configure settings related to shop orders.
On the Parameters for Supply Chain and Manufacturing page:
- Auto Avail Check of Shop Order enables the possibility to order
an availability check when releasing shop orders and when reserving shop
order material, regardless the setting on the inventory part.
- Create SO in Status Planned controls whether the default value
in the Site page should be set to create shop orders in planned
status.
- Shortage Handling controls whether the shortage handling functionality
for inventory parts should be enabled in the system. Shop order material
lines are shortages listed when a reservation cannot be fulfilled as requested.
On the Site/Manufacturing page, General
tab:
- Use Current Revision for Past Due Supplies controls whether shop
order requisitions and shop orders created with a start date in past due
should use the revision buildable on the creation date rather than the revision
valid on the start date. This is applicable when creating supplies manually
and also when supplies are generated from planning functions.
- Create Shop Order in Planned Status controls whether shop orders
should be created in Planned, or Released status.
- Receive Shop Orders in Background controls whether shop orders
by default should be received using a background job, or online.
- Set Prototype Orders as Supplies, controls whether prototype
shop order by default should be considered supplies.
- Auto Build Tracked Structure controls whether tracked structures
should be created automatically when parent serial and/or lot batch numbers
are reserved and components are reserved/issued.
- Auto Close Shop Orders controls whether shop orders should be
created with Close Code set to Auto Close, or Manually
Close.
- Create Multilevel Repair Shop Orders controls whether repair
shop orders for multilevel tracked parts by default should be created as
multilevel repair shop orders.
- Unreserve on Partial Picking controls whether any remaining quantity
to pick will be unreserved when less than the full quantity is reported
as picked for a shop order pick list line.
- Calculate Cost and Progress in Background controls whether project
cost and progress update for shop orders will be handled as a background
process.
- Allow Reserve and Issue from Lot/Batches Outside the Batch controls
whether a batch balanced shop order should be allowed to auto reserve and
issue the balanced component from other lot/batch numbers than the ones
originating from the balanced supply order.
- Availability Control field in Shop Order Connected Handling
Units section. The part availability control to be applied for parts
connected to handling units connected to a shop order. When receiving parts
from a shop order into a handling unit this availability control will be
automatically applied to the parts until the handling unit is completely
filled, or manually disconnected from the shop order.
- Use Shop Order Lot/Batch No for By-Products controls
whether lot tracked by-products should use the shop order lot/batch number
or if it should be possible to reserve a separate lot/batch number for the
by-product. It is not allowed to create analysis for lot tracked by-products
when this setting is enabled.
On the Inventory Part/Manufacturing page:
- Process Type field. The process type selected here will automatically
default to shop order requisitions and shop orders created for this part.
- Close Tolerance field. This value will default to shop orders
created for this part.
- Adjust on Op Qty Deviation. This value will default to shop orders
created for this part.
- Over Reporting controls whether it should be allowed to report
shop order operations for this part with a quantity higher than the operation
quantity.
- Over Report Tolerance controls how much more than planned operation
quantity it should be allowed to report if over reporting is allowed for
the part.
- Lot/Batch String field. The value entered here is added as a
prefix to lot/batch numbers generated for shop order requisitions and shop
orders for this part. All parts with the same value will share a common
number series.
Prerequisites
N/A
System Effects
Based on the setting configuration, system will depend differently when creating
and processing shop order requisitions and shop orders.