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 select 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 select 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.                                                                                                                      Completed quantity of an operation cannot be transferred to the new shop order operation if it has a WIP product line linked as the From Operation.
• 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 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 displays the information about the shop order operations.
• In the Split Qty Complete field, enter the quantity that should be reported as complete for the operation in the new split shop order. This value will be used to report operations.
• In the Split % Time field, enter the percentage of time to be reported. This value is used to split both machine and labor time reports.
• In the Split Qty Shipped WIP field, enter the quantity that should be reported as shipped WIP for the operation in the new split shop order. This value will be used to report shipped WIP.
• To automatically enter the split values, click Apply Excess to Split.

You can use the Shop Order Split Structure page to view the split shop orders graphically, navigate to each split shop order and handled the shop orders.

Prerequisites

• A shop order must exist with a quantity available to receive.
• 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.
• The shop order must not be automatically pegged to a customer order.
• If a material order line is manually pegged against a purchase order line or a shop order, that pegging must be removed first.
• If the parent part is manually pegged against a customer order line or a shop order, that pegging must be removed first.
• If the shop order includes a complete received outside operation, it can only be split from the next operation.
• The shop order must not contain split operations.
• If the shop order includes operations reported with quantity deviations, splitting is not allowed when Adjust for Op Deviation Qty is disabled.
• Shop order must have status Planned, Released, Reserved or Started.
• The number of serial numbers reserved for a co-product, disassembly or component line cannot exceed the remaining quantity on the original shop order after the split. If it does, 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 cannot be become less than the quantity already scrapped and received on the original shop order after the split.
• Completed operation quantities cannot be transferred to the new shop order for operations that produce WIP products.

System Effects

• A shop order will be created by the system. The original part number, material, operations and WIP products 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 for 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 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 report the work on the new shop order.
• If operation time has been reported through shop floor workbench clocking is split, the particular clocking records will be deleted.
• If a Split from Operation No has beed defined, WIP products with a From Operation before this operation will not be included on the new shop order.
• Co-product, by-product and disassembly component receipts will remain on the original order.
• Analysis will be created according to the triggers in 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, as this would require performing the analysis again for the new shop order and the same product will be evaluated twice.

Pages

Production Line Management
Shop Order
Shop Order Splits Structure
Shop Orders

Activity Diagrams

Handle Disassembly Shop Order Split and Merge
Handle Shop Order Split and Merge