Move Shop Order Reservations with Transport Task
Explanation
This activity is used to initiate the move of shop order material, WIP products and tool/equipment reservations
to a new location in the warehouse using a transport task. Typical use cases include:
- Moving reserved material from a location in the main warehouse to a shop floor location before it is
consumed.
- Moving a WIP product from the outbound location of a work center to the inbound location of the next work
center.
- Moving a tool/equipment from the tool crib to work center tool location.
You can initiate the move in one of the following ways:
- For selected material lines on the Shop Order/Materials, Shop Order
Materials or Shop Floor Workbench/Materials pages: select the material
line(s), click Reservation, and then Move Reservations with Transport
Task.
- For selected WIP product lines on the Shop Order/WIP Products, Shop
Order WIP Products or Shop Floor Workbench/WIP Products pages: select the
WIP product line(s) and click Move with Transport Task.
- For selected tool demand line(s) on the Shop Order/Operations page: Expand the
operation, select the tool demand line(s), click Reservation and then Move Reservations
with Transport Task.
- For selected shop orders on the Shop Order or Shop Orders
pages: select the shop order(s), click Material Actions, and then Move Reservations with
Transport Task.
- For selected shop order operations on the Shop Floor Workbench page: select the
operation(s), click Reservation, and then Move Reservations with Transport
Task.
- From the navigator: Open the Move Shop Order Reservations with Transport Task
dialog.
In the dialog:
- In the From Location section, specify the selection criteria for the location to
move from, i.e., all reservations from these locations will be considered for the move.
- In the To Location section, specify the destination location. You can either enter a
specific location or choose to move the material to the inbound location defined for the resource or work center
that requires the material or WIP products.
- Enable Include Full Qty of Top Handling Unit if you want to include all stock
packed in the same top-level handling unit structure in the transport task. For example, if a reservation
includes only part of the quantity from one box on a pallet, all boxes on that pallet will be included in the
transport task.
- If the dialog is opened from the navigator or from a selection of shop orders or operations:
- Enable the Materials toggle to include material reservations and the WIP
Products toggle to include WIP product reservations.
- Filter the material lines to be included by defining criteria in the Material Selection
section. Note: When opened from a selection of operations, only material lines connected to
those operations are considered.
- Filter the WIP product lines to be included by defining criteria in the WIP Product
Selection section. Note: When opened from a selection of operations, only WIP
product lines connected to those operations either as the From Operation or the To
Operation are considered.
- If the dialog is opened from the navigator, filter the tool/equipment to be included by defining criteria in
the Tool Selection section.
- If the dialog is opened from the navigator, you can filter the shop orders to be included by defining
criteria in the Shop Order Selection section. You can choose whether to create a transport
task(s) directly or schedule it as a background job.
Prerequisites
- To move material reservations, the shop order material line(s) must have a reserved quantity that is not
already included in a transport task.
- To move WIP product reservations, the shop order WIP product line(s) must have a received quantity that has
not yet been issued and is not already included in a transport task.
- When initiated for selected shop orders or operations, the shop order status must be either
Reserved or Started.
- When initiated for selected operations, the operations must have connected material lines.
- The Move Reserved Stock setting on Site/Warehouse
Management/General tab should be set to Not Pick Listed,
Not on Printed Pick List, or Allowed. Furthermore, if the setting is set to
Not Pick Listed, the shop order reservation must not appear on a pick list. If the setting is
set to Not on Printed Pick List, it must not appear on a printed pick list.
- To move material reservations to the inbound location, the material line(s) must be connected to an operation
performed at either a work center resource or work center that has a single inbound location defined.
- To move WIP product reservations to the work center inbound location, it must be linked to a To
Operation, and the operation must be performed at either a work center resource or work center with a
single inbound location defined.
- To move tool reservations to the tool location, the connected work center resource or work center must have a
tool location defined.
System Effects
- The shop order material and/or WIP product reservation(s) will either be added to existing transport task(s)
according to consolidation rules, or assigned to newly created transport task(s).
- If you have scheduled the task as a background job, the task will be automatically performed based on the
specified selection criteria.