Comprehensive Shop Order Split
Explanation
This activity is used to define how the material and work should be allocated between the original shop order
and the new shop order, in order to divide the actual costs when a shop order is split. When the shop order is
split, the serial numbers, lot/batch numbers, material and operation quantity and time that will be allocated to
the new shop order can be defined.
To perform a comprehensive split of a shop order, click Merges and Splits and then Comprehensive Shop
Order Split.
In the first assistant step, shop order header options are specified:
- Select the reason for the split in the Split Reason field.
- Select the appropriate split type. Possible options are Discrete Split and Percentage Split.
Serial tracked parts can only be split using the discrete split.
- If tracked structures have been built for serial or lot tracked parts, they will be listed in the In
Tracked Structure section. Select the tracked parts by enabling the Include in Split option. The
selected tracked parts will be included in the new shop order.
Note: If you selected Discrete Split, you must enter the quantity of the new shop order in the
New Lot Size field. The value in the Original New Lot Size field will be updated
automatically.
If you selected Percentage Split, you must enter the percentage of the new shop order in the New
Percentage field. The value in the Original Percentage field will be automatically updated.
If serial parts are used, the values will be automatically entered for the new lot size or percentage fields
depending on the split type you selected.
- In the Remaining Pre-assigned Serials and Remaining Pre-assigned Lot/Batches section, the
reserved serial and lot numbers that do not have tracked structures yet will be listed. Enable the Include in
Split option to move the reserved serial and lot numbers to the new shop order.
In the second assistant step, material options are specified:
- The Materials list shows the information about the component shop order materials.
- In the Issued list, enter the value in the Qty Split field for the issued material, which you
want to issue to the new shop order instead.
- In the Reserved list, enter the value in the Qty Split field for the reserved material, which
you want to reserve for the new shop order instead.
- To automatically enter the split values, click Apply Excess to Split.
In the third assistant step, operation options are specified:
- The Operations list shows the information about the shop order operations.
- In the Split Qty Complete field, enter how much should be reported as complete in the new split shop
order, for the operation. This value will be used to report operations.
- Enter the percentage to be used to report time in the Split % Time field. This value is used to split
both machine and labor time reports.
- In the Split Qty Shipped WIP field, enter how much should be reported as shipped WIP in the new split
shop order, for the operation. This value will be used to report shipped WIP.
- To automatically enter the split values, click Apply Excess to Split.
The Shop Order Split Structure page can be used to view the split shop orders in a graphical
way, navigate to each split shop order and handled the shop orders.
Prerequisites
- A shop order with a quantity available to receive must exist.
- None of the operations on the shop order can have Manual Operation Qty enabled.
- The split reason must have been defined on the Split Reason Codes page.
- A shop order should not have automatic pegging against a customer order.
- If a material order line is manually pegged against a purchase order line or a shop order, the pegging has to
be removed first.
- If the parent part is manually pegged against a customer order line or a shop order, the pegging has to be
removed first.
- If the shop order includes a complete received outside operation, it is only possible to split from the
following operation.
- The shop order must not contain split operations.
- If the shop order includes operations reported with quantity deviations, it is not allowed with the
Adjust for Op Deviation Qty disabled.
- Shop order must have status Planned, Released, Reserved or Started.
- The number of serial numbers reserved to a co-product disassembly or component line may not exceed the
remaining quantity on the original shop order after the split. In such scenario you must first unreserve the
required number of serial numbers from the co-product or disassembly component line.
- The lot size of a disassembly component line may not become less then the quantity already scrapped and
received on the original shop order after the split.
System Effects
- A shop order will be created by the system. The original part number, material and operations are used by
default, but you can modify the shop order after the split.
- The reserved serial numbers and lot/batch numbers will be distributed as specified. Reserved as-built
structures will belong to the shop order with the reserved lot/batch numbers.
- If a lot/batch number and/or serial numbers have been reserved to a by-product or disassembly component,
these will remain on the original shop order.
- For component material to be included in the new shop order created by the split process, inventory
transactions will be created to un-issue material from the original shop order and to issue the material to the
new shop order.
- For work to be included in the new shop order created by the split process, operation and labor transactions
will be created to remove work from the original shop order and to report the work on the new shop order.
- If operation time reported through shop floor workbench clockings is split, the particular clocking records
will be deleted.
- Co-product, by-product and disassembly component receipts will remain on the original order.
- Analysis will be created according to the triggers on the control plan. If acceptance sampling is used you
should cancel the analysis on the original order and create a new one to get the correct sampling plan. We do not
recommend splitting the shop order after the analysis has been confirmed, since you will have to perform an
analysis again for the new shop order and the same product will be evaluated twice.