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Factory Order Entry

Use this form to enter factory orders for manufactured items. You must use a unique reference number for each factory order.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Order number

Enter or select an order number, up to 20 alphanumeric characters. If the option to Automatically Generate Factory Order Number is selected on the Manufacturing Module Control form, you can leave this field empty. Greentree Desktop generates a number when the order is saved.

Order date

Enter the date the order is created. The default value is the Greentree Desktop system date.

Release date

Enter the date the order is released to the factory. This defaults to the system date.

Note: If the order is generated using the MRP Review process, the date uses the order due date, minus the calculated manufactured lead time. You can change this date until the order is completed.

Required date

Enter the date on which you expect to receive the factory order. This defaults to the system date. You can change this date until the order is completed.

Parent code

Enter or select the parent item code that the factory order is for. You can only select items that have a bill of material attached to them.

Description

Enter or select the parent item description that the factory order is for.

Location

If there is a location specified in the user's Manufacturing Preferences, it displays here. Otherwise, enter or select the location to receive the parent item into.

Qty required

This field displays the batch size of the parent item, which is specified in the bill of material.

Lead time

This field displays the lead time for the factory order. Greentree Desktop calculates it using the lead time displayed on the Bill of Materials Maintenance form.

This field is read only.

Estimated total cost

This field displays the total estimated cost of the factory order, based on the bill of material component costs, and the factory order quantity required. The cost reflects the component item costs based on when the re-cost process was last run.

If the re-cost process has not been run for some time, the cost may not accurately reflect the latest inventory item costs. The estimated total cost calculated is compared to the actual cost of the factory order for enquiries and variance reporting.

This field is read only.

Status

This field displays the status of the factory order.

Parent Serial/Lot

This button is enabled if the parent item is serial/lot controlled, and a serial/lot number has already been assigned to the parent.

If you select the Manufacturing Module Control option Assign serial/lot number on commit, you must assign serial/lot details to the parent item when the Commit materials option is selected. Otherwise, you can do that when the order is received. If you've also selected the Manufacturing Module Control option Auto assign serial/lot number, Greentree Desktop creates a serial/lot number and you don't need to enter the detail.

The numbers are formatted using the serial/lot number format and length settings defined on the Inventory Item Maintenance form for the parent item, and the Next number displayed on the Manufacturing Module Control form. If the Manufacturing Module Control option Auto assign serial/lot number is not selected, enter serial/lot numbers.

Once serial/lot numbers have been assigned to an order, click the Parent Serial/Lot button to edit serial/lot details before the order is received. You can also click this button to view parent serial/lot details.

Route plan

If a route plan is defined for the bill of material that is of the manufactured item, click this button to view details of the route plan.

Adjustment

Click this button to open the Factory Order Adjustment form. You cannot make adjustments if the outstanding quantity or the quantity remaining is zero. All factory order adjustments are assumed to be negative.

Inventory Issue Options

Auto issue on commit

Select this option to issue component quantities when you click the Commit materials button. This option defaults to new factory orders from the Manufacturing Module Control form.

Backflush materials

Select this option to issue component quantities when the factory order is received. This option defaults to new factory orders from the Manufacturing Module Control form.

Location View Options

Select Location

Select this option to view the availability of components in a selected location. Components and availability display when a location is selected and the Show materials button is clicked.

Select Warehouse

Select this option to view the availability of components in a selected warehouse all locations in the selected warehouse). Components and availability display when you select a warehouse and click the Show materials button.

All

Select this option to view the availability of components at all locations in all warehouses. Components and availability display when you click the Show materials button.

Show materials

Click this button to display a list of the components (based on the bill of material definition) required to make the manufactured item, the quantity required (based on the factory order quantity required), and the inventory locations.

Details defaults to the table on the Select Materials tab.

Save Order

These updates occur when you save the order. The In production quantity for the manufactured item increases by the factory order quantity required.

Commit materials

Click this button to commit component quantities to the factory order (from the locations selected).

If any of the component items are serial/lot controlled, enter serial/lot details based on these conditions:

The inventory issue option is Auto issue on commit, or
The inventory issue option is Backflush materials and the Module Control option Serial/lot numbers required at FO Entry for backflush is selected.
Note: If the Module Control option is not selected, you must enter serial/lot details for backflush issues when the factory order is received.

Updates occur when materials are committed, using the inventory issue option of the order:

Auto issue on commit

If this inventory issue option is selected, this occurs:

Components are issued to the order. The Document & Posting Date form displays when Commit materials is clicked. You can change the inventory transaction document date and posting date from today's date. Greentree Desktop creates general ledger transactions based on these dates and the Issue materials transaction type assigned on the Module Control form.
The On-hand quantities of component items reduce by the component quantity required to complete the order.
If the issued components are in a bin-managed warehouse, they are issued from bins using the WBM picking logic.

Backflush materials

If you select option, the Committed to factory orders quantities of component items increase by the component quantity required to complete the order.

Note: If the Inventory Item option Allow negative available is selected for the component item, you can over-commit components so that the available quantity for the item becomes negative. If the option is not selected for the item, you can't commit materials if the component quantity available is less than component quantity required. You can save the order and recall it when the component items are available.

Print picking list

Click this button to print a Factory Order Picking List from the Factory Order Entry form.

Material serial/lot

This button is enabled if a component item is serial/lot controlled. Click this button to view, add, or edit component serial/lot detail. You must assign serial/lot details when you select the Commit materials option. If the option to Auto issue on commit is selected, you can't edit the serial/lot information following the commit.

If the option to Backflush materials is selected, you can edit component serial/lot details up until the component is issued.

Note: If you enter serial/lot details for components and do not select the Commit materials option before saving the factory order, the serial/lot details are not saved.

Select materials table

This table displays component line detail for the factory order.

Notes

Enter factory order notes in this form.

If the option to Allow link to Sales Orders is selected in Manufacturing User Preferences, when you enter a factory order line for an item that has backorders for it, the SO-FO Link form displays when you save the factory order. The same form can also be accessed by clicking the SO Link button on the Factory Order Entry header.

Note: You can use the Multiple Factory Order Entry form to enter multiple factory orders on a single form.