Work Order Subassembly Creation

Menu Path: None

To use Work Order Subassembly Creation, create work orders in Work Order Maintenance or Work Order Create that require subassembly (i.e., include components manufactured from other components), and click the Yes button when asked whether you want to create work orders for subassembly products.

Purpose

Create work orders for subassembly.

Overview

Use Work Order Subassembly Creation to create work orders for components of a manufactured product that are also manufactured from separate components. This window is only used for multiple-level bills of material for which a product is manufactured from component products that are also manufactured from other component products.

Creating Work Orders

To create work orders:

If the same product is displayed on multiple rows, select the check box in the Consolidate column if you want to consolidate the rows into a single work order.
Select the check box in the Create column for all products for which you want to create work orders.
In the Totals grid, select the check box in the Finalize column for work orders you want to mark as finalized.
Click the Print Options tab and select output options for the Automatic Work Order Creation report, which is output when you create work orders.
Click the Create Work Orders button in the ribbon. The work orders are created and the Automatic Work Order Creation report appears.

After you view the report, you can track work order progress in Work Order Maintenance, which allows you to edit, copy, and void existing work orders.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Work Order Subassembly Creation window.
Create Work Orders	Click this button to create work orders, and display the Automatic Work Order Creation report. After you click this button, the Confirm WO Create dialog box appears, and asks you to confirm that you want to create work orders. Click the Yes button to proceed.
Select All	Click this button to select the check box in the Create column for all products in the Products to Build grid (to indicate you want to create work orders for all displayed products).
Deselect All	Click this button to clear the check box in the Create column for all products in the Products to Build grid.
Build Inquiry	Click this button to display Build Inquiry, which allows you to view build information for the selected product.
Inventory Matrix	Click this button to display Inventory Matrix Inquiry, which allows you to view inventory and transaction information for the selected product.

Main Tab Fields and Buttons

Field or Button

Description

Products to Build

This grid displays products for which work orders need to be created. For each product, you can select whether or not to create work orders. This grid includes the following columns:

Create - Select this check box for products for which you want to create work orders, or click the Select All button in the ribbon to select this check box for all displayed products.
Consolidate - Select this check box to consolidate multiple rows for the same product into a single work order.
Level - This column displays the subassembly level for each product. The first level is the component of the top-level finished good.
Product Code - This column displays the product code for each product.
Product Name - This column displays the names of the products to be built. An active status bill of material has been set up for these products in Bill of Material Maintenance.
Version - This column displays the version of the bill of material being used for each work order. You can double-click to select a different version.
Revision - This column displays the revision of the bill of material being used for each work order. You can double-click to select a different revision.
Manufacture Quantity - This column displays the quantity to build for each product.
Manufacture UM - This column displays the unit of measure of the quantity to build for each product.
Expected Start Date - This column displays the expected date work will start for the work order for each product.
Expected Start Time - This column displays the expected time work will start for the work order for each product.
Expected Finish Date - This column displays the expected date work will finish for the work order for each product.
Expected Finish Time - This column displays the expected time work will finish for the work order for each product.
Manufacture Location - This column displays the location prefix of the location in which each product will be manufactured.
Category Code - This column displays the product category for each product.
Subcategory Code - This column displays the product subcategory for each product.
Able to Build - This column displays the quantity that can be built for each product.
Recommended Qty - This column displays the recommended quantity to build for each product. This is the quantity required for the subassembly.
Minimum Qty - This column displays the minimum stocking level for each product.
Maximum Qty - This column displays the maximum stock level for each product.
Qty. Available - This column displays the available quantity for each product.
Qty. on Order - This column displays the on order quantity for each product.
Qty. on Hand - This column displays the quantity on hand for each product.
Qty. Pending - This column displays the pending quantity for each product.
Qty. Future - This column displays the future order quantity for each product.
Qty. Allocated - This column displays the allocated quantity for each product.
Qty. Backordered - This column displays the backordered quantity for each product.
Qty. Not Available - This column displays the quantity of each product in not available bins.
Lead Time - This column displays the lead time for each product.
Last Cost - This column displays the last cost for each product.
Approx. Per Unit Components Cost - This column displays costs of all component products required to build each product. Component products are defined for a product on the Components tab in Bill of Material Maintenance.
Approx. Per Unit Cost Categories Cost - This column displays the sum of all component unit, per hour, or per unit cost categories for each product. These cost categories are defined for a product on the Cost Categories tab in Bill of Material Maintenance.
Approx. Flat Cost Categories Cost - This column displays the sum of all flat amount cost categories for each product. These cost categories are defined for a product on the Cost Categories tab in Bill of Material Maintenance.
Approx. Total WO Cost - This column displays the sum of all costs to build each product.
Estimated Run Time - This column displays the estimated time required to complete manufacturing for each product.
Time UM - This column displays the time unit of measure for the estimated run time for each product.

Totals

This grid displays totals for work orders you are about to create. This grid includes the following columns:

Finalized - Select this check box for each work order you want to mark as finalized when it is created.
Consolidate - This check box is selected for each work order that is consolidated from more than one order or source.
Product Code - This column displays the product code of the product to be manufactured for each work order.
Product Name - This column displays the product name of the product to be manufactured for each work order.
Manufacture Location - This column displays the location prefix of the location where each work order will be manufactured.
Version - This column displays the version of the bill of material being used for each work order.
Revision - This column displays the revision of the bill of material being used for each work order.
Shipping Location - This column displays the shipping location prefix for each work order.
Expected Start Date - This column displays the expected date work will start for each work order.
Expected Start Time - This column displays the expected time work will start for each work order.
Expected Finish Date - This column displays the expected date work will fill for each work order.
Expected Finish Time - This column displays the expected time work will fill for each work order.
Qty - This column displays the quantity of product to manufacture for each work order. If the Consolidate check box is selected for the work order, this may include quantities from multiple orders or sources.
UM - This column displays the unit of measure for the quantity of the product to manufacture for each work order.
Approx. Total WO Cost - This column displays the approximate total cost for each work order.
Estimated Run Time - This column displays the estimated time required to complete manufacturing for each work order.
Time UM - This column displays the time unit of measure for the estimated run time for each work order.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.