Production Order Types: To Create a Regular Production Order Type

In this implementation activity, you will learn how to create a production order type for regular production orders.

Story

Suppose that you are an implementation manager who needs to define production orders that will be used for producing items. You need to create the production order type that will generally provide the settings for these production orders, and define it as the default type for the orders.

Configuration Overview

The following entities, which you will use in this activity, have been predefined in the U100 dataset:

  • On the Numbering Sequences (CS201010) form, the AMPROD numbering sequence
  • On the Chart of Accounts (GL202500) form, the 12500 - Work in Progress for Manufacturing and 51500 - COGS - WIP Inventory Variance GL accounts

Process Overview

On the Production Order Types (AM201100) form, you will create an order type for regular production orders. Then on the Production Preferences (AM102000) form, you will specify this order type as the default order type for orders used for item production.

System Preparation

Before you start creating the order type, do the following:

  1. As a prerequisite to the current activity, complete System Preparation for Manufacturing Implementation: Implementation Activity so that the needed settings have been made in a company with the U100 dataset preloaded.
  2. Sign in to this company (in which the prerequisite activity has been performed) as a system administrator with the gibbs username and 123 password.
  3. Make sure that the Manufacturing feature has been enabled on the Enable/Disable Features (CS100000) form.

Step 1: Creating the Regular Production Order Type

To create the production order type for the regular production of items, do the following:

  1. On the Production Order Types (AM201100) form, add a new record.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. In the Summary area, specify the following settings:
    1. Order Type: RO
    2. Active: Selected
    3. Description: Regular production orders
    4. Function: Regular
  3. On the General tab, do the following:
    1. In the Order Numbering Sequence box of the Numbering Settings section, select AMPROD.
    2. In the Account Settings section, select the following accounts:
      • Work in Process Account: 12500
      • WIP Variance Account: 51500
    3. In the Costing Method box of the Order Defaults section, select Estimated.
    4. In the Copy BOM Notes section, select all the check boxes so that the system copies the notes to production orders of the type.
    5. In the Data Entry Settings section, specify the following settings:
      • Under Issue Material: Warn
      • Under Issue Backflush Material: Do Not Allow
      • Over Issue Material: Warn
      • Include Unreleased Batch Qty.: Selected
      • Issue Material Not on Order: Warn
      • Move on Completed Operations: Warn
      • Excess Qty. for Operations: Warn
      • Excess Qty. for Orders: Warn
      • Default Operation Move Qty.: Selected
  4. On the form toolbar, click Save.

Step 2: Specifying the Default Production Order Type in Preferences

Because you have created an order type for regular production orders, you will specify this type as the default type for these orders in the production settings. Do the following:

  1. Open the Production Preferences (AM102000) form.
  2. In the Default Order Type box of the General tab (Data Entry Settings section), select RO.
  3. On the form toolbar, click Save.

You have successfully created the production order type for the regular production of items and specified it as the default order type in the production settings.