pc/MRP MANUAL CHAPTER 13.1 03/20/98

13.1.1

From the Main Menu, select "Work Orders".
From The Work Order Menu, select "Add A New Work Order"

Note: (at the lower left hand corner) the Root Address and Part number check boxes are activated (with check marks). This indicates that the screen is set to look up address and part information from the data base.
The "Account #" and "Part #"fields are always linked to the Customer Address Book and Part Master. This implies that the entries to these two data fields must be valid numbers contained in the Address Book or the Part Master..

Step 1: Select Customer

Enter your company's name in the Customer Field or your company's ID in the Account # Field.

Step 2: Select Part

Place the cursor in the Part # Field, Description Field or Model Number field.
Type in the first few characters of the part #, part description or model number.
A list of parts matching the characters (that you have entered) will appear.
Scroll to the desired part and hit [Rtn] or double click. All the necessary data will be entered automatically.Note: The part number must be a valid assembly no. in the Partmaster. It should not be a component part or "NA".

Step 3: Enter Quantity

Type in the quantity. Unit and pricing data will be entered automatically. If there is a price/quantity break, the price data will be different for different quantity levels.

Step 4: Enter Date Required

Type in the date when the parts are required. This data allows pc/MRP to track and print Overdue Work Order Reports.

Step 5: Enter the rest of the fields

Each item can have as many comments as necessary.
Work Orders are one line item only.
Work Orders can be designated as being consumable. This is Only applicable if the Infinite Bucket Module has been activated. Consumable work orders will be used to fulfill open Sales Orders and work orders whose date due exceed that of the consumable work order. See the chapter on the Infinite Bucket for more details.

Step 6: Save the Work Order when finished

When you are satisfied with the all the entries, click "Finished" to save.

Note: pc/MRP will check all the data validity. If the Customer Account # or Part Number is not valid (cannot be found in the Address Book or Part Master), the user will be prompted to take corrective actions.

Option Buttons

Auto Look-Up Return

The selections of the "Auto Look-Up Returns will determine what appear in the customer list and the part number list during the selecting customer and selecting parts operations.

The Whole Database (default setting)-- The window (e.g. Address Book) will contain the whole data base starting at the first matching name. By scrolling up and down, every entry of the data base can be displayed. This is the fastest look-up method.
Starts with Entered Characters -- The window will only show the entries starting with the characters entered in the data field.
Contains Entered Characters -- The window will show all the entries as long as they contain the characters entered.. This is the most versatile look-up method but is also the slowest of the three methods with large database.

Resort the Order Items
This is deactivated.
Update all Header Information
This is deactivated.

Notes:

When a work order is entered pc/MRP increments the ondemand quantity for the completed assembly and not the parts in that assembly. The explosion is done later in a temporary scratch pad field whenever purchasing runs an MRP Report. The MRP Report takes each assembly's on demand quantity and allocates finished on hand assemblies and subassemblies and finally parts to fill the demand. When it runs out of parts or goes below the minimum quantity level it prints out that part number and the quantity to purchase.

The above method provides pc/MRP with the following advantages:

* The ondemand status of any assembly is available
* Line items can be quickly entered w/o waiting for an explosion
* You can build to stock, stocking finished-assemblies and sub-assemblies

13.1.3 Edit/View (Scroll/Delete/Undelete Work Order)

Select Scroll/Edit/Delete/Undelete A Work Order from the Work Order Menu.
The Scroll the Sales/Work Order Database file window will appear.

Select "Edit" or "View" and hit "OK". Please note: if "View" action is selected, modification to Work Orders will be prohibited.
From the Scroll Window, select the sort field you want to scroll on (the document number is the Work Order number)
Enter the first couple of characters to begin scrolling at.
The Work Order Entry Screen with the selected line item will appear and ready for modification. All the buttons (of this screen) function exactly the same as described in "Enter A WO" section.
If "Edit" is selected, you can modify the information on the current screen:
If :View" is selected, the modification to the Sale Order will not be saved. Thus all the information in the Work Order will not be changed.
Re-save the Work Order by clicking "Finished" button in the Work Order Menu.

The Change Order Number is used to note any changes in the order.
The Issued to Mfg and Qty Assmbd appear on the edit screen for order entry sales orders as these type of orders automatically become work orders. pc/MRP will automatically enter a "Y" when the assemblies are issued from stock to manufacturing. The Qty Assembled field is automatically updated when the assemblies are received by the stock room from manufacturing for that work order number.

If you were to edit the quantity on a work order you must also edit the quantity on order in the partmaster. The reason pc/MRP doesn't edit the other files automatically is that if the other files were edited first, your edit would then re-adjust the previous edit. This could create an endless loop of confusion. To edit the address, simply edit the address in the first line item.

The Complete, and Qty Assembled Fields are displayed only in the edit mode and are filled in automatically when the work is received from manufacturing into stock room. pc/MRP uses the Complete Field to determine if a record is overdue, open or closed. A "Y" in the Complete Field marks the record as closed. An "N" in the Complete Field marks the record as open.

Use the delete button to mark a record for deletion. Once the record has been marked for deletion you must return to the menu and select REMOVE ALL DELETED RECORDS FROM DISK AND REINDEX.

13.1.4 Print (Display A Work Order)

13.1.5 Reports (Printout/Display Work Order Reports)

ALL RECORDS (OPENED AND CLOSED)
ALL RECORDS FOR A SPECIFIED DAY
ALL RECORDS FOR A SPECIFIED PERIOD OF TIME
ALL RECORDS FOR A SPECIFIED PRODUCT TYPE
ALL RECORDS FOR A SPECIFIED PART NUMBER
ALL RECORDS FOR A SPECIFIED ACCOUNT
ALL RECORDS FOR A SPECIFIED ACCOUNT AND TIME PERIOD
ALL RECORDS FOR A DIVISION FOR A SPECIFIED TIME PERIOD
ALL RECORDS DUE ON A SPECIFIED TIME PERIOD
ALL CASH RECORDS FOR A SPECIFIED DAY
ALL OPEN RECORDS (Backlog and Mfg Schedule
ALL OPEN RECORDS FOR A VEND/CUST ACCOUNT #
ALL OVERDUE RECORDS

Any of the above may include the following:

Matching Exact:

Matching Partial:

Any of the above may be sorted by:

WORK/SALES ORDER NUMBER
PART NUMBER
ACCOUNT NUMBER
DATE
DIVISION
TERRITORY
SALESMAN
DATE REQUIRED (Mfg Schedule)

13.1.6 Index

13.1.7 Remove Marked Records

13.1.8 Remove Over X Years

13.1.9 Summary of Flag Files

SHORTRTN.FLG

If the flag file SHORTRTN.FLG exists work orders returned from manufacturing short will be automatically closed.

WORK ORDER MODULE