Production of Lot- or Serial-Tracked Items: To Assign Parent Serial Numbers to Materials on Issue

The following activity will walk you through the process of creating and processing a production order with a serial-tracked item and serial-tracked material. During processing, you will assign the serial numbers of the item to be produced (the parent item) to the units of serial-tracked materials when the materials are issued.

Story

Suppose that based on the analyzed sales demand from previous periods, the sales department of SweetLife has asked the production department to produce five juicers. These juicers are serial-tracked and include a serial-tracked motor base as one of the materials, according to the bill of material dedicated to the juicer's production. Further suppose that the serial number of each motor base must be assigned to the serial number of a juicer for whose assembly the motor base was used. The production manager should assign the serial numbers when the materials for a production order are issued. The information about the serial numbers must be stored in the system because SweetLife provides service for juicer repairing and replacement. They must be able to confirm that the juicer and its parts were bought from SweetLife and to track the components that were used in the production of this specific juicer.

The materials required for the juicer's production are in stock; you do not need to purchase any of them. Also suppose that the scheduling priority is standard (that is, you do not need to produce the juicers more quickly or more slowly than the other items in the queue).

Acting as a production manager, you will create a production order for producing five juicer units, generate serial numbers for the juicer units, issue the materials required for the juicer's production, assign the generated serial numbers to the motor base units, and process the other related transactions.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

• On the Warehouses (IN204000) form, the WORKHOUSE warehouse has been defined, and its locations include MGI and MTL.
• On the Stock Items (IN202500) form, the CFJFRUITSN, PULPCONT1L, JUICECUP05L, MRBASESN, FNSIEVE, and GRDISC01 stock items have been defined.
• On the Lot/Serial Classes (IN207000) form, the SNJCRPRT and ASNCFGJCR serial classes have been created.

Process Overview

In this activity, to process the documents and transactions related to the production of the juicers, you will do the following:

1. On the Production Order Maintenance (AM201500) form, you will create the production order for the serialized item and specify the serial number tracking settings.
2. On the Materials (AM300000) form, you will issue the components required for the production order and assign the serial numbers of the parent item to the serial-tracked material units.
3. On the Move (AM302000) form, you will record the produced quantity of the items.
4. On the Close Production Orders (AM506000) form, you will close the production order.

System Preparation

Do the following:

1. As a prerequisite to the current activity, complete Configuration for the Production of Lot- or Serial-Tracked Items: Implementation Activity so that the system is ready for processing the production of serial-tracked items.
2. Launch the MYOB Acumatica website, and sign in to the company in which the prerequisite activities have been performed. You should sign in as the production manager by using the peters username and the 123 password.
3. In the info area, in the upper-right corner of the top pane of the MYOB Acumatica screen, make sure that the business date in your system is set to today’s date. For simplicity, in this activity, you will create and process all documents in the system on this business date.

Step 1: Creating the Production Order

To create the production order for five juicers and specify the serial number tracking settings, do the following:

1. On the Production Order Maintenance (AM201500) form, add a new record.
2. In the Summary area, specify the following settings:
   • Order Type: RO
   • Inventory ID: CFJFRUITSN
   • Warehouse: WORKHOUSE
   • Location: MGI
   • Order Date: Today's date
   • Description: Production of 5 fruit juicers
3. On the General tab, specify the following settings:
   • Qty. to Produce: 5
   • Require Parent Lot/Serial Number: On Issue
4. On the form toolbar, click Save.
5. Go to the Line Details tab, and notice that the system has generated five serial numbers (one for each unit to be produced), as shown in the following screenshot.

   
   

   

   
   

6. On the form toolbar, click Release Order. The order status is changed to Released.

Step 2: Issuing the Components for the Production Order

In this step, you will issue the components for the production order and assign the serial numbers of the juicer units to the motor base units. Do the following:

1. While you are still viewing the production order you have created on the Production Order Maintenance (AM201500) form, on the More menu (under Transactions), click Release Materials. The system opens the Material Wizard 2 (AM300020) form with the list of components from the production order.
2. On the form toolbar, click Select All. The system creates the material transaction, adds the selected components to a transaction, and opens the transaction on the Materials (AM300000) form.
3. In the Description box of the Summary area, enter Materials for 5 fruit juicers.
4. Try to release the material transaction as follows:
   1. In the Summary area, clear the Hold check box. The system changes the transaction's status to Balanced.
   2. On the form toolbar, click Release. The system returns an error message stating that you need to assign parent serial numbers to the serial-tracked materials before releasing the material transaction.
5. In the Summary area, select the Hold check box. The system changes the transaction's status to On Hold.
6. In the table, click the row with the MRBASESN item.
7. On the table toolbar, click Line Details.
8. In the Line Details dialog box, which opens, do the following:
   1. In the Parent Lot/Serial Nbr. column of each row, select a serial number from the list of numbers that have been preassigned to the production order (as shown in the following screenshot). You must assign a unique parent serial number to each material row.

      
      

      

      
      

   2. Click OK to save your changes and close the dialog box.
9. Notice that in the Lot/Serial Nbr. and Parent Lot/Serial Nbr. columns of the row with the MRBASESN item, <SPLIT> is specified. This means that multiple serial numbers have been selected for the material units.
10. In the Summary area, clear the Hold check box.
11. On the form toolbar, click Release. The system successfully releases the material transaction and changes the status of the transaction to Released.

Step 3: Recording the Produced Items

Suppose that warehouse workers have assembled all five juicers and moved them to the MGI location of the WORKHOUSE warehouse. In the production environment, you would record the workers' time spent on juicer assembly, but in this activity, for simplicity, you will record only the movement of the assembled juicers. Do the following:

1. On the Production Order Maintenance (AM201500) form, open the production order that you created earlier in this activity.
2. On the form toolbar, click Create Move Transaction. The system opens the Move (AM302000) form with the row for the production order added to the table.
3. On the table toolbar, click Line Details. The system opens the Line Details dialog box.
4. Notice that in each table row, in the Lot/Serial Nbr. column, the system selected a serial number from the list of numbers that have been generated for to the production order (as shown in the following screenshot).

   
   

   

   
   

5. Click OK to close the dialog box.
6. In the Summary area, do the following:
   1. Make sure that today's date is specified in the Date box.
   2. In the Description box, enter Recording the movement of 5 fruit juicers.
   3. Clear the Hold check box. The system changes the transaction's status to Balanced.
7. On the form toolbar, click Release. The system releases the move transaction.
8. Open the production order on the Production Order Maintenance form and notice that it is assigned the Completed status.

Step 4: Closing the Production Order

Now you will close the production order. Do the following:

1. While you are still viewing the production order on the Production Order Maintenance (AM201500) form, on the More menu (under Processing), click Close Order. The system opens the Close Production Orders (AM506000) form with a row for the production order added.
2. Notice that the check box in the unlabeled column of this row is selected.
3. On the form toolbar, click Process. In the Processing dialog box, which opens, review the processing details, and when the processing is completed, click Close.
4. Go to the Production Order Maintenance form, and notice that the status of the production order has changed to Closed.

You have processed the production order with the serialized item and assigned the parent serial numbers to the serialized material units.