Outside Processing: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for performing the outside processing, and to understand (and change, if needed) the settings that affect the processing workflow.
Prerequisites
Mare sure that the following tasks have been performed before you start implementing production processing:
- The system has been prepared for manufacturing implementation, as described in System Preparation for Manufacturing Implementation: Implementation Activity.
- Configuring Production Cost Drivers: Implementation Activity so that the needed cost drivers have been created in a company with the U100 dataset preloaded.
Implementation Checklist
We recommend that before you initially perform outside processing, you make sure the needed settings have been specified and entities have been created, as described in Outside Processing Configuration: General Information and summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Numbering Sequences (CS201010) | The numbering sequence for vendor shipments has been created. |
| Production Preferences (AM102000) | The numbering sequence for vendor shipments has been specified in the Vendor Shipment Numbering Sequence box in the Numbering Settings section of the General Settings tab. |
| Work Centers (AM207000) | For each vendor who performs outside processing, at least one work center with the Outside Process check box selected in the Summary area has been created. |
|
Stock Items (IN202500) Non-Stock Items (IN202000) |
The needed stock items or non-stock items that you will use to pay each vendor for its services have been created. |
| Vendors (AP303000) | The needed vendors who will represent subcontractors have been created. |
| Bill of Material (AM208000) | The needed bills of material that you will use for tracking
outside processing operations have been created. The settings for
each bill of material must be specified as follows:
|
Recommended Settings for Work Centers
When you create a work center dedicated for outside processing, we recommend that you specify the following settings in the Summary area of the Work Centers (AM207000) form:
- Outside Process: Selected
- Standard Cost: 0
- Basis for Capacity: Crew Size
- Scrap Action Default: No Action
- Backflush Materials: Selected
- Backflush Labor: Selected
Other Settings That Affect the Workflow
You can affect the workflow of outside processing by specifying additional settings in the Vendor Shipment Settings section of the Production Preferences (AM102000) form as follows:
- To cause vendor shipments to be created with the On Hold status (so that the user can verify them before processing them further), you select the Hold Shipments on Entry check box.
- To make the system validate totals on vendor shipments, you select the Validate Shipment Total on Confirmation check box.
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you perform instructions similar to those described in Outside Processing: Process Activity.