Create Shop Order Manually

Explanation

Use this activity to create a new shop order for a specified part. When you create a shop order, you specify whether the shop order should be scheduled backward or forward. With backward scheduling, the system schedules material requirements and operations based on the need or finish date that you enter. The start date is equal to the need date minus the total manufacture time. With forward scheduling, you enter the earliest start date. The finish date is equal to sum of the earliest start date and the total manufacture time.

Note: You cannot create a shop order manually if you have a multilevel configuration.

Prerequisites

The part that you want to manufacture must have been entered in the Inventory Part window. For the system to automatically create allocations, the part must have a buildable structure. If a routing is used, it must be in the Buildable state. For prototype shop orders, you can use a structure/routing in the Tentative state as well. The system cannot reserve, issue to, or receive an order if there are no allocations on it.

To create a shop order manually from the Production Line Management window, a routing revision/alternate valid for the production line must have been selected using the Routing Operation Parameters dialog box

System Effects

As a result of this activity the system creates a new shop order for the selected part. When this happens, the system creates material requirements and schedules operations. It retrieves operations and structures according to the part, structure revision and alternative, and routing revision and alternative that you entered.

Initially the Revision/Alternate fields will be filled by the application once the lot size is entered. You can modify the application suggested values. If you navigate or enter values for any of the Revision/Alternate fields, those values will not be changed by the application when the start date changes as a result of entering the lot size. The ability to specify values for Revision/Alternate that differ from the ones suggested as a default by the application allows you to manufacture either future or past revisions of the part. Once the record is saved, you can change the Revision/Alternate values by using the Update Allocations and/or Operations right mouse button option. If the shop order is created from the Production Line Management window, the routing revision and alternate will be set based on the routing revision/alternate selected for the production line part.

When the manufactured part on a manually created shop order does not have an appropriate buildable structure revision/alternative, enter the part revision in the Structure Revision field and add components later in the Materials tab.

Window

Shop Order
Shop Orders
Production Line Management

Related Window Descriptions

Shop Orders
Shop Order
Shop Order/Details
Shop Order/Materials
Shop Order/Operations
Shop Order/Operation Tools
Shop Order/By-Products
Production Line Management
Production Line Management/Shop Orders

Procedure

For parts with date structure effectivity:

  1. Create a new record.
  2. Enter an order number if you wish. If you do not do so, the system assigns one automatically.
  3. Enter the part number of the part that you want to manufacture. Use the List of Values to select from available parts. A value appears automatically in the Description field.
  4. From the Sched Direction list, select either Forward Scheduling or Backwards Scheduling.
  5. Enter either the earliest start date or the need date. The system calculates the start and finish dates automatically based on routing operations of the part.
  6. Enter the desired lot size that you want to manufacture.
  7. Enter new values in the Structure or Routing fields if you want to use another structure or routing revision and/or alternative. Use the List of Values to select from available values.
  8. Save your changes.

Note:  If you have specified a value in the Close Tolerance field of the Inventory Part/Manufacturing tab, it will display in the Tolerance field of the relevant shop order by default.

For parts with serial structure effectivity:

  1. Create a new record.
  2. Enter an order number if you wish. If you do not do so, the system assigns one automatically.
  3. Enter the part number of the part that you want to manufacture. Use the List of Values to select from available parts. A value appears automatically in the Description field.
  4. From the Sched Direction list, select either Forward Scheduling or Backwards Scheduling.
  5. Enter either the earliest start date or the need date. The system calculates the start and finish dates automatically based on routing operations of the part.
  6. Enter the desired lot size that you want to manufacture.
  7. Save your changes.
  8. The Reserve Serials for Shop Order dialog box will open.
  9. To reserve non-consecutive serial numbers, click New and enter the numbers in the Serial No column for each serial number. Only numeric values can be reserved as serial numbers for serial structure effective parts.
  10. To reserve a serial number range, click Sequence to open the Enter Sequence/Interval dialog box. Click New and specify the range in the From Serial No and To Serial No fields.
  11. Click OK.

Note:  If you have specified a value in the Close Tolerance field of the Inventory Part/Manufacturing tab, it will display in the Tolerance field of the relevant shop order by default.

Note: You have to manually enter the structure revision/alternate and routing revision/alternate in order to create prototype shop orders. That is, no automatic fetching of structure/routing revisions/alternates takes place according to the date/serial effectivity of the part. You can use either the Prototype or the Manufacturing structure/routing type when you create prototype shop orders.