Release Shop Order

Explanation

This activity is used to release a planned shop order. Once the order is released, you can begin processing it. If the shop order is created from a shop order requisition, where the shop order requisition type is Material Requirements Planning (MRP), a check should be performed. If alternate components are used, then you should modify shop order components to avoid shortage problems. 

When releasing a shop order, you can perform an availability check on that order. It is not possible to release a shop order connected to a project activity in IFS/Project, if the activity is not released.

Prerequisites

• This activity requires the existence of a shop order with status Planned. To perform an availability check, the value of Auto avail check of shop order must be either Yes or Allowed on the Parameters for Distribution and Manufacturing window.
  
  • If the value is Allowed, then the check box Availability Check is editable.
  • If the value is Yes, then the check box Availability Check is non-editable but selected.
  • If the value is No, then the check box Availability Check is non-editable and not selected
     
• The check box Availability Check must be selected on the Misc Part Info tab of the Inventory Part window for the materials in the shop order, in order to perform the availability check.
• Finally, the Expected Lead Time must be defined for the part on the Acquisition tab of the Inventory Part window.

System Effects

As a result of this activity:

• The status of the shop order changes to Released.
• If an outside operation is included, the system releases the purchase order requisition, if this was not already done during the planning of the shop order. However outside operations are not handled for component repair orders (CRO). An external service order (ESO) is created for any outside work.
• If the shop order is connected to an activity that is not released, a message appears when you attempt to release the shop order.
• If you perform Next Level Demand planning, a single level material plan will be created. The part planned will be sourced using make/buy splits and supplier part information to determine the order proposals. If the net requirement is for a part that is sourced from a multi-site planned internal supplier, then a distribution order will be created. If the part is sourced from a make/buy split with supplier splits this process would result in the creation of a combination of outputs in the form of shop requisitions, distribution orders, and purchase requisitions. Otherwise, the inventory part type and the inventory part supply type will determine the type of requisition or order to create.  
• If planning alerts exist, the Planning Alerts check box in the Shop Orders window will be selected. If MRP has used alternate components, the Alternate Component Used check box in the Shop Orders window will also be selected.
• Note that if the shop order is connected to a project activity, the shop order will begin to report Committed Cost and Hours to the project, once it has been released. Committed Cost and Hours will be reported through the project cost element that is based on the posting control type for Work-in-Progress.
• If the shop order contains outside operation(s), an associated purchase requisition or purchase order will be created depending on the selected value in the Outside Op Supply list in the Shop Order/Operation tab.
• If the shop order has material lines supplied from a DOP order with parts in temporary inventory, the parts will be automatically reserved to the material line. However, if the parts reserved to DOP temporary inventory are included on a transport task they will not be delivered until the transport task has been executed.

Window

Shop Order
Shop Orders
MRO Shop Order
Production Line Management

Related Window Descriptions

Shop Order
Shop Orders
MRO Shop Order
Production Line Management
Production Line Management/Shop Orders

Related Visualization Chart Descriptions

Shop Order Machine Load
Shop Order Labor Load
Machine Operation Load In Standard Hours
Labor Operation Load In Standard Hours
Shop Orders Material Availability
Shop Orders Material Availability Summary

Procedure

To release shop order(s) using the data view:

1. Select one or more shop orders that you want to release:
   • In the Shop Order, MRO Shop Order and Disposition Shop order windows, select a single shop order from the Order No list.
   • In the Shop Orders or Production Line Management/Shop Orders window, select one or more shop orders in the table.
2. Right-click anywhere in the header, point to Shop Order Status and then click Release. The Release Shop Order dialog box appears.
3. If required, select the check box Automatic Availability Check. This tells the system to perform an availability check on the selected shop order. (Note that the availability check will occur only if you have met the conditions outlined in the Prerequisites section above.) If you do not want to perform the availability check, leave the check box cleared.
4. Click OK. The status of the shop order changes to Released.
   Note: To view the planning alerts, right-click in the Shop Orders window and then click Planning Alerts. The Planning Alerts - Shop order window will open.

To release shop order(s) using using the visualization view:

1. Open a visualizer enabled window and query for the site needed.
2. If the Data View is displayed, click Visualization View on the title bar.
3. Right-click and click Select Visualization. The Select Visualization dialog box is opened.
4. Double-click Shop Order Machine Load, Shop Order Labor Load, Machine Operation Load in Standard Hours, Labor Operation Load in Standard Hours, Shop Orders Material Availability or Shop Orders Material Availability Summary.
5. Select the bar/segment representing the shop order(s) you want to release, right-click, point to Shop Order Status and then click Release. The Release Shop Order dialog box appears.
6. If required, select the check box Automatic Availability Check. This tells the system to perform an availability check on the selected shop order. (Note that the availability check will occur only if you have met the conditions outlined in the Prerequisites section above.) If you do not want to perform the availability check, leave the check box cleared.
7. Click OK. The status of the shop order changes to Released.