Outside Processing: Automatic Move Transaction

You can set up an outside operation in such a way that the system will automatically generate a move transaction for the completed items when the related purchase receipt is released. To do this, you add a material line for subcontractor charges with the Subcontract material type and the Purchase and Move subcontract source on the Production Order Details, Bill of Material (AM208000), Engineering Change Request (AM210000), Engineering Change Order (AM215000), or Estimate Operation (AM304000) form.

Attention:
You can add only one material line with the Purchase and Move subcontract source to each outside operation.

Automatic Generation and Release of the Move Transaction

When a purchase receipt is released on the Purchase Receipts (PO302000) or Receive and Put Away (PO302020) form, a move transaction is automatically created and released if all of the following conditions are met:

  • The purchase receipt has the Receipt type.
  • A purchase receipt line is linked to a purchase order line associated with a production order's material line with the Subcontract material type and Purchase and Move subcontract source.
  • The status of the linked production order’s material line is Released or In Process.
  • The status of the material line's operation is Completed but Warn or Allow is selected in the Move on Completed Operation box on the Production Order Types (AM201100) form for the order type of the linked production order.
  • The Qty Remaining of the production order's outside operation equals or exceeds the Receipt Qty of the linked purchase receipt line.

A move transaction with the On Hold status is automatically created on release of a purchase receipt if all of the following conditions are met:

  • The purchase receipt has the Receipt type.
  • A purchase receipt line is linked to a purchase order line associated with a production order's material line with the Subcontract material type and Purchase and Move subcontract source.
  • The Qty Remaining of the production order's outside operation is less than the Receipt Qty of the linked purchase receipt line.

No move transactions will be created automatically if any of the following conditions are met:

  • The status of the linked production order’s material line is Canceled, Closed, Completed, Planned, or Locked.
  • The Release IN Documents Automatically check box on the General tab of the Purchase Orders Preferences (PO101000) form is cleared, and Allow is selected in the Under Issue Backflush Material box on the Production Order Types form for the order type of the linked production order.

Information about the automatically generated move transaction is displayed on the Move tab of the Purchase Receipts (PO302000) form.

Setup Recommendations for the Purchase and Move Subcontract Source

To avoid issues with automatic release of the move transactions for an outside service operation with the Purchase and Move subcontract source, observe the following recommendations:

  • If a production order is lot- or serial-tracked, do not set an outside service operation as the last operation if the lot or serial class of the stock item has the User-Enterable issue method with the automatic number generation disabled and if the lot or serial numbers are not preassigned or involve more than one record.

    For example, suppose that the Allow Preassigning Lot/Serial Numbers check box is cleared for the production order on the Production Order Maintenance (AM201500) form; also suppose that the User-Enterable issue method is selected and the Auto-Generate Next Number check box is cleared for the stock item's lot or serial class on the Lot/Serial Classes (IN207000) form. The system will require you to manually enter the lot or serial number. In this scenario, the move transaction cannot be automatically released.

  • Do not use the Purchase and Move subcontract source if the production order has attributes with the Transaction Required check box selected and a value specified in the Value box on the Attributes tab of the Production Order Maintenance (AM201500) form. The transaction requires manual input of the attribute values, so the automatic release of the move transaction will fail.
  • Do not create a purchase order on the Inventory Planning Display (AM400000) form for a material line with the Purchase and Move subcontract source. This form does not support the assignment of purchase orders to production order material lines, so the system will not generate an automatic move transaction for such a purchase order.