Production Order Types
Form ID: (AM201100)
You use this form to create and view production order types, which provide the default settings for production orders. You must specify a production order type when you create a production order.
The function of a production order type determines how production orders of the type are used. To start processing production orders, you must create at least one type with the Regular function and specify it in the Default Order Type box of the Production Preferences (AM102000) form.
If you use material requirements planning, you must also create at least one production order type with the Planning function and specify this type in the Plan Order Type box of the Inventory Planning Preferences (AM100000) form.
You cannot delete a production order type if production orders of this type exist in the system.
Form Toolbar
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
Summary Area
This area contains the summary settings of the production order type. You can enter the basic settings of a new production order type or select an existing production order type and view and edit its settings.
| Element | Description |
|---|---|
| Order Type | The identifier of the production order type, which is a two-character alphanumeric string. |
| Active | A check box that indicates (if selected) that the production order type is active, which means that users can create production orders of the type. |
| Description | The description of the production order type. |
| Function |
The function of the production order type, which determines the usage of production orders of this type. You can select one of the following functions:
|
General Tab
On this tab, you can view and modify settings of the production order type.
| Element | Description |
|---|---|
| Order Numbering Sequence | The numbering sequence that the system uses to generate reference numbers for production orders of this type. |
| Element | Description |
|---|---|
| Work in Process Account | The default Work in Process (WIP) GL account to which the system posts the costs of a production order of the type until the production order is closed. In this box, you can select only a GL account of the Asset type. |
| Work in Process Sub. |
The default subaccount for the WIP account. This box appears only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form. |
| WIP Variance Account | The default variance GL account to which the system posts the difference between the actual costs of a production order of the type and the WIP account balance when the production order is closed. In this box, you can select only a GL account of the Expense type. |
| WIP Variance Sub. |
The default subaccount for the WIP Variance account. This box appears only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form. |
| Element | Description |
|---|---|
| Costing Method |
The default costing method to be assigned to an order of the type. The costing method determines how the system calculates costs for produced items with a valuation method of Average, FIFO, or Specific when the system creates production receipts that record the movement of the produced items to a warehouse. You can select either of the following methods:
We recommend that you read the information in Cost Calculation for Produced Items: General Information before deciding which method to select for the production order type. |
| Exclude from MRP | A check box that indicates (if selected) that by default, the items in a production order of this type and the materials required for item production are excluded from material requirements planning (MRP). If the check box is cleared, then by default, the system includes production orders of this type in MRP. |
| Substitute Work Centers | A check box that indicates (if selected) that production orders of this type allow the substitution of work centers. If the check box is cleared, any substitute work centers that are specified on the Substitutes tab of the Work Centers (AM207000) form are ignored by the system. |
| Automatic Backward Reporting |
A check box that indicates (if selected) that production order operations for orders of this type should be reported in a sequential order. This check box is displayed only for production order types that have the Regular function. |
| Element | Description |
|---|---|
| Print Production Report ID | The report the system uses for printing production tickets for orders of this type. By default, the system inserts the Production Ticket (AM625000) report. |
| Element | Description |
|---|---|
| Check for Material Availability | A check box that indicates (if selected) that the system makes sure that materials are available in advanced planning and scheduling for orders of this type. |
| Element | Description |
|---|---|
| Scrap Source |
The default source of scrap storage settings, which the system uses to find an appropriate warehouse and warehouse location for storing scrapped items. The system copies the warehouse and warehouse location to each new production order of the type. You can select any of the following sources:
|
| Scrap Warehouse | The default warehouse that may be used for storing scrapped items of a production order of this type. The system uses this warehouse when Order Type is selected in the Scrap Source box. |
| Scrap Location | The default warehouse location that may be used for storing scrapped items of a production order of this type. The system uses this warehouse location when Order Type is selected in the Scrap Source box. |
| Element | Description |
|---|---|
| Item/Header | A check box that indicates (if selected) that the system copies the attachments and notes added to the bill of material by using the Files and Notes buttons on the title bar. |
| Operation | A check box that indicates (if selected) that the system copies the attachments and notes added to each operation row in the Operations table. |
| Material | A check box that indicates (if selected) that the system copies the attachments and notes added to each material row on the Materials tab. |
| Step | A check box that indicates (if selected) that the system copies the attachments and notes added to each step on the Steps tab. |
| Tool | A check box that indicates (if selected) that the system copies the attachments and notes added to each tool row on the Tools tab. |
| Overhead | A check box that indicates (if selected) that the system copies the attachments and notes added to each overhead row on the Overhead tab. |
| Setting | Description |
|---|---|
| Under Issue Material |
The system behavior when a user records the quantity of completed items in a move transaction on the Move (AM302000) form or a labor transaction on the Labor (AM301000) form if materials are not backflushed for a production order of this type. The system can validate that the quantity of materials required for item production has been issued for a production order of this type. The system performs this validation for each operation added to the transaction and for all previous operations of the same production order for which the item quantity has not been recorded. You can select one of the following options:
This box is displayed only when the order type function is Regular. |
| Under Issue Backflush Material |
The system behavior when a user records the quantity of completed items for operations with backflushed materials in a production order of this type by using a move transaction on the Move (AM302000) form or a labor transaction on the Labor (AM301000) form: The system can validate that a sufficient quantity of materials is available in stock. The system performs this validation for each operation added to the transaction and for all previous operations of the same production order for which the item quantity has not been recorded. You can select either of the following options:
This box is displayed only when the order type function is Regular. |
| Over Issue Material |
An indicator of whether a user can release a material transaction on the Materials (AM300000) form if the user adds a row for an operation in a production order of this type and specifies a quantity of materials that exceeds the material quantity in the production order. You can select one of the following options:
|
| Include Unreleased Batch Qty. |
A check box that indicates (if selected) that when the system validates the material quantity in a material transaction, it considers the material quantities specified in unreleased material transactions for a production order of this type. Attention: When this check box is selected, transaction processing time
may significantly increase if a large number of unreleased material transactions
exist in the system.
This check box is available only when the Warn or Do Not Allow option is selected in the Over Issue Material box. |
| Issue Material Not on Order |
An indicator of whether a user can release a material transaction on the Materials (AM300000) form if the transaction includes materials that are not in the production order of this type that is specified in the transaction rows. You can select one of the following options:
|
| Move on Completed Operations |
An indicator of whether a user can record the quantity of completed items by releasing a move transaction on the Move (AM302000) form or by releasing a labor transaction on the Labor (AM301000) form for an operation of a production order of this type if the operation has the Completed status. You can select any of the following options:
|
| Excess Qty. for Operations |
An indicator of the system's response when a user attempts to release a move or labor transaction with a quantity of completed items that exceeds the quantity to produce specified in a production order of this type. You can select one of the following options:
|
| Excess Qty. for Orders |
An indicator of whether for the last operation in routing, a user can release a move or labor transaction to record a quantity of completed items that exceeds the item quantity to be produced specified in a production order of this type on the Production Order Maintenance (AM201500) form. You can select one of the following options:
If the Include Scrap in Completions check box is selected on the Production Preferences (AM102000) form, the system calculates the quantity of completed items as the sum of the completed items and the scrapped items. If the check box is cleared, the system validates only the quantity of completed items for the last operation. |
| Default Operation Move Qty. | A check box that indicates (if selected) that when a user adds a row for an operation of a production order of this type to a move transaction on the Move (AM302000) form, the system copies the remaining quantity of items from the operation on the Production Order Details (AM209000) form and inserts this quantity as the default value in the Quantity column of the row. A user can change this default quantity, if needed. |
| Allow Preassigning Lot/Serial Numbers |
A check box that indicates (if selected) that you need to specify the lot or serial numbers for items when you create production orders on the Production Order Maintenance (AM201500) form. This check box is displayed only when both of the following are true:
Attention: You can preassign lot or serial
numbers only when they are assigned to a lot or serial class that has the When
Received assignment method selected on the Lot/Serial Classes (IN207000) form.
|
| Require Parent Lot/Serial Number |
An indicator of whether and when the system verifies that the lot or serial number of the parent item is specified for lot- or serial-tracked materials for a production order of the type. You can select one of the following options:
This box is available only when the Allow Preassigning Lot/Serial Numbers check box is selected. |
Attributes Tab
On this tab, you can add attributes to be used for production orders of this type. If a user must specify a value for an attribute, the user specifies the value in production transactions related to a production order, such as a labor transaction on the Labor (AM301000) form or move transaction on the Move (AM302000) form.
You can use the same attributes for multiple production entities, such a production order type, bill of material, or product configurator. Each of these entities must have a unique label so that users can understand from which entity the attribute came and so that the system does not override the attribute in a production order.
For example, suppose that the attribute with the same label is used in a product configuration and in a production order type. When a user creates a production order, the system uses the attribute from the product configurator and ignores the attribute from the production order type.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Element | Description |
|---|---|
| Attribute ID | The attribute identifier. You select the identifier from the list of existing attributes. |
| Label | The unique label that identifies the attribute. |
| Description | The attribute description. |
| Enabled | A check box that indicates (if selected) that a production manager can change the attribute value in a production order of this type, and a shop-floor employee can specify the attribute value in labor or move transactions for the production order. If the check box is cleared, the attribute value cannot be changed. |
| Transaction Required | A check box that indicates (if selected) that a user must specify the attribute value in a production transaction (such as a labor or move transaction) before they release the transaction. If the check box is cleared, the attribute value can be specified in a production transaction regardless of the transaction status. |
| Value | The default value of the attribute, which the system copies to production orders of the type. |