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 in the Comprehensive Shop Order Split dialog box.

Prerequisites

• A shop order with a quantity available to receive must exist.
• The split reason must have been defined in the Split Checklists Basic Data/Split Reason Code tab.
• 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 to uncheck Adjust on Op Qty Deviation check box.
• Shop order must have status Planned, Released, Reserved or Started.

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 indicated by you. Reserved as-built structures will belong to the shop order with the reserved lot/batch numbers.
• For component material to be included in the new shop order created by the split process, 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, 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.
• 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.

Window

Shop Order

Related Window Descriptions

Shop Order
Comprehensive Shop Order Split

Procedure

1. Open the Shop Order window.
2. Query for the shop order.
3. Right-click, point to Merges and Splits and then click Comprehensive Shop Order Split. The Comprehensive Shop Order Split/Header dialog box opens with the details of the original shop order populated in the Orig. Shop Order to Split area.
4. Enter the reason for the split in the Split Reason field. Click List to select a suitable reason.
5. Select the appropriate split type. Possible options are Discrete Split and Percentage Split.
6. If tracked structures have been built for serial or lot tracked parts, they will be listed in the In Tracked Structure group. Select the tracked parts by selecting the Inc.in split check box. 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 Orig. 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 Percentage field. The value in the Orig. 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.
7. In the Remaining Pre-assigned area, the reserved serial and lot numbers that do not have tracked structures yet will be listed. Select the Inc.in split check box to move the reserved serial and lot numbers to the new shop order.
8. Click Next.
   Note: Values will be entered automatically in the New Split Lot Size and Orig. New Lot Size fields.
9. The Allocation Info table shows the information about the component material on the shop order.
10. In the Split Issued Material table, 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 Split Reserved Material table, 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 values, click Apply Excess to Split option.
11. Click Next. The values will be displayed in the New Lot Size and Orig. New Lot Size fields.
12. 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 values, click Apply Excess to Split option.
13. Click Finish.