Release AM Documents

Form ID: (AM503000)

You can use this form to release production transactions and WIP adjustments that have a status of Balanced. It can be scheduled to run automatically using automation schedules (for details, see Automated Processing: General Information).

This caters to situations where the batches are held until reviewed and approved. For example, all batches created by users are in a Hold status. Another user reviews the batches and releases the hold and the status changes to Balanced.

The form lists all adjustment, material, and production batches that have status of Balanced. You can select some or all to release. The following describes the processing that occurs when each type of batch is release.

Releasing Material Batches

Multiple material batches can be released by using this form all at once. Batches also can be created one by one on the Labor (AM301000), Move (AM302000), or Materials (AM300000) forms.

The form uses the standard inventory posting process. It is critical that the inventory posting process completes correctly so the information is properly updated on the production order.

• Therefore, the first step of the process is a verification step. This step will check the batch to make sure the proper quantities are available in the right locations so that the inventory batch will be released properly. If the inventory allows negative quantities, the system will permit that unless the item is lot- or serial-tracked or is a specific cost Item.
• Once the batch has passed the verification step, the release process will create an Inventory Issue batch and create the Inventory transactions.
• The process will then call inventory posting process to post the Inventory batch.
• When the batch is posted, the process will update the production transactions with the actual costs posted by inventory and update the WIP values on the production order.

Releasing Production Batches

Production batches can be released either individually through their transaction entry on the Labor (AM301000) or Move (AM302000) form or as a group through this form.

Releasing a labor transaction while reporting completed quantities is a very complex process. The application is processing several transactions relating to that one transaction depending on how the system is setup. The following discusses the process of posting the labor transaction:

• The labor transaction is posted to the production order. A GL batch is created and a GL transaction is created for each labor transaction, debiting WIP and crediting the labor account specified on the work center.
• The production order is updated with the hours and cost on the transaction.
• If the quantity completed is entered, the production order is updated with the move information. The operation reflects the quantity completed or scrapped. If it is not the last operation, the next operation reflects the quantity available to produce. If it is the last operation, the production order is updated with the total Quantity Completed.
• If the Complete check box is selected, the operation status is changed to complete. If it is the last operation, the statuses of all the operations on the production order are changed to complete and the production order status is changed to complete. An event is written to record the production order status being changed to complete.
• An event is also written for each production order that this batch has been posted.

Releasing WIP Adjustments

WIP Adjustments are used to enter additional costs directly into a production order. They are created by using the WIP Adjustment (AM308000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Table

The table lists all material, labor, move, and WIP adjustment transactions that have the Balanced status.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.