Issue Shop Order Automatically
Explanation
This activity is used to issue all material automatically for one or several shop orders. 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 all material automatically for one or several shop orders, select the relevant 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 MRO 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
- 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.
- All MRO disassembly and repair orders connected to the MRO assembly shop order must have been completely
received.
- Likewise, all disposition orders connected to the MRO 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.)
- A serial or lot/batch tracked part must be reserved before it can be issued.
System Effects
- Components are issued from inventory and inventory transaction history records (BACFLUSH) will be created for
the issued components.
- The status of the shop material line will be set to Issued.
- The status of the shop order will be set to Started.
- The system will locate and issue components primarily according to the 5-levels shop order backflush
hierarchy, and secondarily according to the automatic reservation priority defined for the site.
- 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.
- If a material line with Lot/Batch Origin enabled is issued, a lot/batch number similar as
the issued lot/batch number with the suffix -1 will be generated and reserved to the shop order.
- 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.
- For a serial tracked part, the current position is set to Issued on Part
Serial page.