Create WO By Source

Create Work Order By Source

This activity allows you to create an order for an item by splitting the work order among the different sources available for the item. In order to raise an order, you must select the item either by entering it or by using the help facility. On retrieving the item, the system displays all the product structures available for the item in the multiline along with process plans linked to each product structure. Against the required product structures, you can enter the receipt quantity that can also be split into different proportions and can be distributed among all the sources along with the order start date, due date and warehouse.

Items can have more than one source that represents “Production”, “Purchase” or “Sub-contract”. For the selected source of the item you can generate the order either manually by entering the unique order number or the system automatically generates the work order using appropriate work order number options. On entering the necessary details you can initiate the “Create WO By Source” operation to create the orders for the selected item that belong to various sources. You can create a work order by source in an online mode or batch mode. In online mode, you can raise a work order immediately. In batch mode, the work order is kept pending to be processed during next MRP run.

Select the “Create Work Order By Source” link under the “Work Order Management“ business component.

The “Create Work Order By Source” page appears.

Enter the following details

Item Code	The code identifying the item for which the work order is created. Mandatory. Enter the code if it is known or make use of the help facility.
	Press <Enter> key.
	For the item, the system retrieves all the valid product structures/process plans of category “Production” or “Sub-Contract” for the login Business Unit. The system also retrieves the corresponding material planner as defined for the item-warehouse combination, and the product controller as defined for the corresponding process plan (if attached).
	Help facility available.

Note: For the Business Unit, Item code and Variant combination, the system checks for the validity of the item.

Variant Code

The code identifying the variant of an item being created. If the item has variants, then the variant should not be blank.

Click the “Get” pushbutton to retrieve the Desc and Material Planner of the item.

The system displays the following:

Desc.	The description of the item/item variant.
	Zoom facility available.

Enter the following details:

Work Order No. Option

Use the drop-down list box to select the mode of creating the work order number. You can select from “Automatic” or “Manual”. The system displays “Automatic” by default on launch of the page.

The system displays the following:

Matl. Planner

The material planner defined in the control unit being defined.

Enter the following details:

Plan Online

Select the check box to indicate whether the work order is generated immediately or at a later stage when MRP is run. The system leaves the box "Checked" by default on launch of the page.

Enter the following in the “Source Split Details” multiline:

Work Order No.

The unique number identifying the work order to be created for the selected item. Mandatory. A work order is a group of documents or schedule conveying authority for the manufacture of specified parts or products in specified quantities. It specifies the components and activities required to produce the desired item. In case “Automatic” Work Order Number Option is selected, the system generates the work order number. In case “Manual” Work Order Number Option is selected, the Work Order number has to be entered.

Note: If the Work Order Number Option is set to “Manual” then the Work Order No for each of the selected rows in the Multiline should not be blank and should be unique for the Business Unit and should not exist in the system.

Source

Use the drop-down list box to select the source of the item. You can select from “Production”, “Sub-Contract”, “Purchase” or “Blank”. The system displays “Blank” by default on launch of the page. If the PS No category is “Production”, the source is set to “Production”, else if PS No category is Sub-Contract”, the source is set to “Sub-Contract”. Values are

Note: The system checks whether the Source selected is “Production”, if yes, then the Order Status should be either “Requested” or “Released”. For each of the selected rows, the Source should not be blank and should have been a valid source for the item. The source selected is validated against the source of the item code.

Receipt Qty.	The quantity of the item that is to be produced based on the requirements. Mandatory. For each of the selected rows, Receipt quantity should not be blank and should be greater than zero. The system does not allow entering fractions or decimals if the production UOM of the item does not allow fraction.
Start Date	The date on which the work order has to be started. Mandatory.
Due Date	The date on which the work order has to be completed. Mandatory.

Note: For each of the selected rows, either start date or due date should be specified. The dates specified should be as per Date Format. If Start date is specified, it should be equal to or greater than the Current System Date.

Order Status	Use the drop-down list box to select the status of the work order. You can select from “Requested”, “Accepted”, “Firmed” or “Released”. The system displays “First Value” by default on launch of the page. If “Requested” value is not valid, then the other value in order is taken up as the default value. Values and their description are
Supplier Code	The code identifying the supplier from where the order has to be Purchased or Sub-Contracted. If the source is Production then supplier code need not be specified. If the source is Purchase or Sub-Contract, then supplier code is mandatory. If this field is left blank, the requests will be generated for the standard vendor.

Note: For each of the selected rows, if supplier code is specified, then the system validates the supplier code.

The system displays the following in the “Source Split Details” multiline:

PP No.	The number identifying the process plan that is attached to the product structure of the item.
PS No.	The number identifying the product structure defined for the item selected corresponding to the source displayed.

Note: For each of the selected rows, if the Source is “Production” or “Sub-Contract”, then the PS and PP No should have been selected and should exist in the selected row.

Plant

The plant where the work order for the item specified is created. If the source is "Production" or "Sub-contract", then this field refers to the one at which the corresponding product structure is defined. If the source is "Purchase", this field refers to the purchase plant of the item selected.

Enter the following in the “Source Split Details” multiline:

Warehouse Code	The warehouse where the work order for the item specified is created. If the source is "Production" or "Sub-contract", then this field refers to the one at which the corresponding product structure is defined. If the source is "Purchase", this field refers to the purchase warehouse of the item selected. The validity of the specified warehouse is checked by the system. Mandatory.
	Help facility available.

The system displays the following in the “Source Split Details” multiline:

Matl. Planner	The material planner of the output item.
Prodn. Controller	The production controller of the process plan of the output item.
Min. Order Qty.	The minimum work order quantity of the output item of the product structure.
Max. Order Qty.	The minimum work order quantity of the output item of the product structure.
Valid From	The date from which the product structure is valid.
Valid To	The date till which the product structure is valid.

Click the “Create WO By Source” pushbutton to create a work orders for the selected item source.

The system ensures that at least one row in the multiline should have the values entered. For each of the rows selected in the multiline, the system generates and plans either a work order or purchase request or sub-contract request. The source selected is passed, along with the PS/PP selected, so that either a production work order or a sub-contract request or purchase request is generated. The order category is set based on the source.

The system retrieves the details of all the orders/request generated and displays them back onto the screen. If “Plan Online” field is not checked, then the work order no would still be generated, however the order would not be planned immediately. Such orders would be put in queue that would be cleared by the batch process.

The login user ID and the system date are updated in the “Created By” and “Created Date” fields.

The system displays the following:

Created By	The login user ID of the person who has created the work order by source.
Created Date	The date on which the work order by source was created.

To proceed, carry out the following

Select the “Edit Work Order” link at the bottom of the page to modify the work order details
Select the “Edit WO Process Plan” link at the bottom of the page to modify the work order process plan details
Select the “Edit WO Product Structure” link at the bottom of the page to modify the work order product structure details
Select the "Operational Checklist" link at the bottom of the page to record the check list details of the work order.
Select the "Supplier for Activity Subcontracting" link at the bottom of the page to specify the suppliers for activity subcontracting.

Prerequisites

Mandatory

Item Code should have been defined under “Item Administration“ business component.

Warehouse should have been mappped in the “Maintain Item – Warehouse Planning parameters” activity under the “Item Administration” business component.

Optional

Work Order Number Option should have been defined in the “Edit WO No Scheme” activity under the “Work Order Management” business component.

Material Planner should have been mapped in the “Item – Warehouse Planning parameters” activity under the “ Item Administration“ business component.

Supplier Code should have been defined in the “Create Supplier” activity under the “Supplier“ business component.

PP No should have been defined in the “Create Item Process Plan” activity under the “Process Model” business component.

PS No should have been defined in the “Create Product Structure” activity under the “Bill of Material Model” business component.

Minimum Order Quantity should have been defined in the “Create Product Structure” activity under the “Bill of Material Model” business component.

Maximum Order Quantity should have been defined in the “Create Product Structure” activity under the “Bill of Material Model” business component.