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 Co-Products controls whether lot tracked co-products should
use the shop order lot/batch number or if it should be possible to reserve a separate lot/batch number for the
co-product. It is not allowed to create analysis for lot tracked co-products when this setting is enabled.
- 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.