Production Order Types

Form ID: (AM201100)

You use this form to create and view production order types, which provide the default settings for production orders. You must specify a production order type when you create a production order.

The function of a production order type determines how production orders of the type are used. To start processing production orders, you must create at least one type with the Regular function and specify it in the Default Order Type box of the Production Preferences (AM102000) form.

If you use material requirements planning, you must also create at least one production order type with the Planning function and specify this type in the Plan Order Type box of the MRP Preferences (AM100000) form.

You cannot delete a production order type if production orders of this type exist in the system.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

This area contains the summary settings of the production order type. You can enter the basic settings of a new production order type or select an existing production order type and view and edit its settings.

Element Description
Order Type The identifier of the production order type, which is a two-character alphanumeric string.
Active A check box that indicates (if selected) that the production order type is active, which means that users can create production orders of the type.
Description The description of the production order type.
Function

The function of the production order type, which determines the usage of production orders of this type.

You can select one of the following functions:

  • Regular: For production orders that are used to record item production.
  • Planning: For production orders that the system creates when reserving materials and production capacity during production planning. These orders are also referred to as planned orders. You cannot create transactions (such as material or labor transactions) for these orders.
  • Disassemble: For production orders that are used to record disassembly of produced items. These orders are also referred as disassembly orders.

General Tab

On this tab, you can view and modify settings of the production order type.

Table 1. Numbering Settings SectionIn this section, you view or specify the numbering sequence for production orders of the type. All types or multiple types can share a numbering sequence. But you can create a separate numbering sequence for each production order type, if needed.
Element Description
Order Numbering Sequence The numbering sequence that the system uses to generate reference numbers for production orders of this type.
Table 2. Account Settings Section

In this section, you specify the default GL accounts that the system uses when a new production order is created on the Production Order Maintenance (AM201500) form. You can override any of these accounts or subaccounts in a production order in a production order before any costs are posted to these accounts or subaccounts.

For more information about production-related transactions, see Production Processing: Generated Transactions.
Element Description
Work in Process Account The default Work in Process (WIP) GL account to which the system posts the costs of a production order of the type until the production order is closed. In this box, you can select only a GL account of the Asset type.
Work in Process Sub.

The default subaccount for the WIP account.

This box appears only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
WIP Variance Account The default variance GL account to which the system posts the difference between the actual costs of a production order of the type and the WIP account balance when the production order is closed. In this box, you can select only a GL account of the Expense type.
WIP Variance Sub.

The default subaccount for the WIP Variance account.

This box appears only if the Subaccounts feature is enabled on the Enable/Disable Features form.
Table 3. Order Defaults SectionIn this section, you can view and specify the default costing method for orders of the type and additional default settings that affect the workflow of production orders of the type.
Element Description
Costing Method

The default costing method to be assigned to an order of the type. The costing method determines how the system calculates costs for produced items with a valuation method of Average, FIFO, or Specific when the system creates production receipts that record the movement of the produced items to a warehouse.

You can select either of the following methods:

  • Estimated: Item costs are calculated by using a combination of actual and planned costs to account for transactions that may not have been posted.
  • Actual: Item costs are calculated by dividing the WIP balance by the quantity of completed items. When Disassemble is selected in the Function box, this method is automatically selected and is unavailable for editing.

We recommend that you read the information in Cost Calculation for Produced Items: General Information before deciding which method to select for the production order type.
Exclude from MRP A check box that indicates (if selected) that by default, the items in a production order of this type and the materials required for item production are excluded from material requirements planning (MRP). If the check box is cleared, then by default, the system includes production orders of this type in MRP.
Substitute Work Centers A check box that indicates (if selected) that production orders of this type allow the substitution of work centers. If the check box is cleared, any substitute work centers that are specified on the Substitutes tab of the Work Centers (AM207000) form are ignored by the system.
Table 4. Printing SectionIf you need to print production tickets, in this section, you specify the report that the system will use for printing these.
Element Description
Print Production Report ID The report the system uses for printing production tickets for orders of this type. By default, the system inserts the Production Ticket (AM625000) report.
Table 5. Scheduling SectionIn this section, you specify the setting that affects advanced planning and scheduling. The section is displayed only when the Advanced Planning and Scheduling feature is enabled on the Enable/Disable Features (CS100000) form.
Element Description
Check for Material Availability A check box that indicates (if selected) that the system makes sure that materials are available in advanced planning and scheduling for orders of this type.
Table 6. Scrap Section

In this section, you specify the default settings for scrap storage. For more information, see Configuration of Scrap, Waste, and By-Products in Production: Scrap Quarantine.

The section is displayed only if both of the following are true:

  • Regular or Planning is selected in the Function box of the Summary area.
  • Either or both of the following features are enabled on the Enable/Disable Features form: Multiple Warehouses and Multiple Warehouse Locations.
Element Description
Scrap Source

The default source of scrap storage settings, which the system uses to find an appropriate warehouse and warehouse location for storing scrapped items. The system copies the warehouse and warehouse location to each new production order of the type.

You can select any of the following sources:

  • None: The system does not insert a default warehouse or warehouse location for a production order of this type.
  • Item: The system copies the warehouse and warehouse location to a production order of this type from the Scrap section on the Manufacturing tab of the Item Warehouse Details (IN204500) form for the item being produced.
  • Warehouse: The system copies the warehouse and warehouse location to a production order of this type from the Scrap section on the Manufacturing tab of the Warehouses (IN204000) form.
  • Order Type: The system copies the warehouse and warehouse location to a production order of this type from the Scrap Warehouse and Scrap Location boxes of this section.
Scrap Warehouse The default warehouse that may be used for storing scrapped items of a production order of this type. The system uses this warehouse when Order Type is selected in the Scrap Source box.
Scrap Location The default warehouse location that may be used for storing scrapped items of a production order of this type. The system uses this warehouse location when Order Type is selected in the Scrap Source box.
Table 7. Copy BOM Notes SectionIn this section, you select the entities whose attachments and notes the system should copy from a bill of material assigned to an item when a user creates a production order of this type for the item. The system copies only attachments and notes added on the Bill of Material (AM208000) form.
Element Description
Item/Header A check box that indicates (if selected) that the system copies the attachments and notes added to the bill of material by using the Files and Notes buttons on the title bar.
Operation A check box that indicates (if selected) that the system copies the attachments and notes added to each operation row in the Operations table.
Material A check box that indicates (if selected) that the system copies the attachments and notes added to each material row on the Materials tab.
Step A check box that indicates (if selected) that the system copies the attachments and notes added to each step on the Steps tab.
Tool A check box that indicates (if selected) that the system copies the attachments and notes added to each tool row on the Tools tab.
Overhead A check box that indicates (if selected) that the system copies the attachments and notes added to each overhead row on the Overhead tab.
Table 8. Data Entry Settings Section

The settings in this section affect the system behavior when users create material, labor, or move transactions that include operations in production orders of this type; these settings are intended to reduce the likelihood of data entry errors. This section is displayed only if Regular or Disassembly is selected in the Function box of the Summary area.
Setting Description
Under Issue Material

The system behavior when a user records the quantity of completed items in a move transaction on the Move (AM302000) form or a labor transaction on the Labor (AM301000) form if materials are not backflushed for a production order of this type. The system can validate that the quantity of materials required for item production has been issued for a production order of this type. The system performs this validation for each operation added to the transaction and for all previous operations of the same production order for which the item quantity has not been recorded.

You can select one of the following options:

  • Allow (default): The system does not perform the validation.
  • Warn: The system performs the validation and displays a warning message if the quantity of issued materials is insufficient. The user can still release the transaction.
  • Not Allow: The system performs the validation and displays an error message if the quantity of issued materials is insufficient. The user cannot release the transaction until either they decrease the recorded item quantity in the transaction or the sufficient material quantity is issued for the production order.

This box is displayed only when the order type function is Regular.
Under Issue Backflush Material

The system behavior when a user records the quantity of completed items for operations with backflushed materials in a production order of this type by using a move transaction on the Move form or a labor transaction on the Labor form: The system can validate that a sufficient quantity of materials is available in stock. The system performs this validation for each operation added to the transaction and for all previous operations of the same production order for which the item quantity has not been recorded.

You can select either of the following options:

  • Allow (default): The system does not perform the validation.
  • Not Allow: The system performs the validation and displays an error message if the material quantity is insufficient. The user cannot release the transaction until either they decrease the recorded item quantity in the transaction or the sufficient material quantity is received in stock.

This box is displayed only when the order type function is Regular.
Over Issue Material

An indicator of whether a user can release a material transaction on the Materials (AM300000) form if the user adds a row for an operation in a production order of this type and specifies a quantity of materials that exceeds the material quantity in the production order.

You can select one of the following options:

  • Allow (default): A user can release a material transaction with any material quantity.
  • Warn: A user can release a material transaction with the excess material quantity, but the system displays a warning message when the user saves the transaction.
  • Not Allow: A user cannot release a material transaction with the excess material quantity; the system displays an error message. To release the transaction, the user must first reduce the material quantity in the transaction.
Include Unreleased Batch Qty.

A check box that indicates (if selected) that when the system validates the material quantity in a material transaction, it considers the material quantities specified in unreleased material transactions for a production order of this type.

Attention: When this check box is selected, transaction processing time may significantly increase if a large number of unreleased material transactions exist in the system.

This check box is available only when the Warn or Do Not Allow option is selected in the Over Issue Material box.
Issue Material Not on Order

An indicator of whether a user can release a material transaction on the Materials form if the transaction includes materials that are not in the production order of this type that is specified in the transaction rows.

You can select one of the following options:

  • Allow (default): A user can add any stock item to a material transaction.
  • Warn: A user can release a material transaction with materials that are not in the production order of this type that is specified in the transaction rows, but the system displays a warning message when the user saves the transaction.
  • Not Allow: A user cannot release a material transaction with materials that are not in the production order of this type that is specified in the transaction rows; the system displays an error message. The user must either remove the material row from the transaction or add the material to the needed production order by using the Production Order Details (AM209000) form.
Move on Completed Operations

An indicator of whether a user can record the quantity of completed items by releasing a move transaction on the Move form or by releasing a labor transaction on the Labor form for an operation of a production order of this type if the operation has the Completed status.

You can select any of the following options:

  • Allow (default): A user can release a labor or move transaction for an operation with any status.
  • Warn: A user can release a labor or move transaction for a completed operation, but the system displays a warning message when the user saves the transaction.
  • Not Allow: A user cannot release a labor or move transaction for a completed operation; the system displays an error message.
Excess Qty. for Operations

An indicator of the system's response when a user attempts to release a move or labor transaction with a quantity of completed items that exceeds the quantity to produce specified in a production order of this type.

You can select one of the following options:

  • Allow (default): The user can release a move or labor transaction with any completed quantity.
  • Warn: The user can release a move or labor transaction with an excess quantity of completed items, but the system displays a warning message when the user saves the transaction.
  • Do Not Allow: The user cannot release a move or labor transaction with an excess quantity of completed items; the system displays an error message and prevents the user from releasing the transaction. To release the transaction, the user must reduce the completed quantity.
Excess Qty. for Orders

An indicator of whether for the last operation in routing, a user can release a move or labor transaction to record a quantity of completed items that exceeds the item quantity to be produced specified in a production order of this type on the Production Order Maintenance (AM201500) form.

You can select one of the following options:

  • Allow (default): A user can release a labor or move transaction with any quantity of completed items.
  • Warn: A user can release a labor or move transaction with an excess quantity of completed items, but the system displays a warning message when the user saves the transaction.
  • Not Allow: A user cannot release a labor or move transaction with an excess quantity of completed items; the system displays an error message. To release the transaction, the user must reduce the quantity.

If the Include Scrap in Completions check box is selected on the Production Preferences (AM102000) form, the system calculates the quantity of completed items as the sum of the completed items and the scrapped items. If the check box is cleared, the system validates only the quantity of completed items for the last operation.
Default Operation Move Qty. A check box that indicates (if selected) that when a user adds a row for an operation of a production order of this type to a move transaction on the Move form, the system copies the remaining quantity of items from the operation on the Production Order Details form and inserts this quantity as the default value in the Quantity column of the row. A user can change this default quantity, if needed.
Allow Preassigning Lot/Serial Numbers

A check box that indicates (if selected) that you need to specify the lot or serial numbers for items when you create production orders on the Production Order Maintenance (AM201500) form.

This check box is displayed only when both of the following are true:

  • Regular is selected in the Function box of the Summary area.
  • The Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Attention: You can preassign lot or serial numbers only when they are assigned to a lot or serial class that has the When Received assignment method selected on the Lot/Serial Classes (IN207000) form.
Require Parent Lot/Serial Number

An indicator of whether and when the system verifies that the lot or serial number of the parent item is specified for lot- or serial-tracked materials for a production order of the type. You can select one of the following options:

  • Never (default): You select this option if the assignment of lot or serial numbers of each parent item to lot- or serial-tracked materials is not needed or if the majority of produced items do not contain lot- or serial-tracked materials.
  • On Issue: You select this option if a user must assign the lot or serial number of each produced item to lot- or serial-tracked materials when the user releases a material transaction on the Materials (AM300000) form. A user will not be able to release the transaction until they assign the lot or serial number of the produced item to each material.
    Note: With this option, backflushing of lot- or serial-tracked materials is not supported because this setting requires a lot or serial number to be assigned to the parent item at the moment when the materials are issued.
  • On Completion: You select this option if a user must assign the lot or serial number of the produced item to lot- or serial-tracked materials before the movement of the produced item in stock through the release of the appropriate transaction on the last operation. For assigning lot or serial numbers of the produced item to its materials after the materials have been issued, the user should use the Late Assignment (AM312000) form. The user must assign the lot or serial number of the produced item to each material to be able to release the transaction, which is a move transaction on the Move (AM302000) form or a labor transaction with a positive produced quantity on the Labor (AM301000) form.

This box is available only when the Allow Preassigning Lot/Serial Numbers check box is selected.

Attributes Tab

On this tab, you can add attributes to be used for production orders of this type. If a user must specify a value for an attribute, the user specifies the value in production transactions related to a production order, such as a labor transaction on the Labor (AM301000) form or move transaction on the Move (AM302000) form.

You can use the same attributes for multiple production entities, such a production order type, bill of material, or product configurator. Each of these entities must have a unique label so that users can understand from which entity the attribute came and so that the system does not override the attribute in a production order.

For example, suppose that the attribute with the same label is used in a product configuration and in a production order type. When a user creates a production order, the system uses the attribute from the product configurator and ignores the attribute from the production order type.

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

Element Description
Attribute ID The attribute identifier. You select the identifier from the list of existing attributes.
Label The unique label that identifies the attribute.
Description The attribute description.
Enabled A check box that indicates (if selected) that a production manager can change the attribute value in a production order of this type, and a shop-floor employee can specify the attribute value in labor or move transactions for the production order. If the check box is cleared, the attribute value cannot be changed.
Transaction Required A check box that indicates (if selected) that a user must specify the attribute value in a production transaction (such as a labor or move transaction) before they release the transaction. If the check box is cleared, the attribute value can be specified in a production transaction regardless of the transaction status.
Value The default value of the attribute, which the system copies to production orders of the type.