SD-B Work Order Defaults
Purpose of Program
Use this program to establish various set up parameters used by the Work Orders module.
Field Explanations Setup Tab
Work Order Status Code
Each work order is assigned a status code when it is created. Status code F is the most common default setting. The values are:
S = Scheduled. The work order is scheduled for the future and no labor and materials have been allocated.
F = Firmed. Labor and material are allocated.
R = Released. Labor and material are allocated and the work order is released to the shop floor with an actual start date.
Default Priority Code [1/2/3]
Each work order is given a priority code for scheduling purposes. Open work orders will be sorted by scheduled finish date within priority code on certain reports. This field sets the default priority code. Priority code 2 is the most commonly used default.
Default Class Code
This is a user-defined classification code for any purpose you may have. It is used as a filter on various reports. It is a one character alphanumeric field.
View only in Enter WO Bills of Mat?
Set this field to Y if you don’t want users to have the ability to make changes to the work order bill of material after it is created. They will be able to view bill of material detail, but will not be able to edit the screen.
View only in Enter WO Routings?
Set this field to Y if you don’t want users to have the ability to make changes to the work order routing after it is created. They will be able to view routing detail, but will not be able to edit the screen.
Prevent Editing of Desc in WO-A (Y/N)
If this is Y then the item description in WO-A can not be modified.
WO Types that Affect Bus Status
Indicate whether Status S or I Work Orders should be included in the Business Status WIP total.
Allow WO for Make From Items
Indicate whether Work Orders should be allowed for Make-From items
Disable Recalc Est Cost in WO-A (Y/N)
If this is Y then WO-A will not recalculate Estimated cost, thus always retaining the original estimate of cost for a job.
Use Material Burden & Burden Item
This sets up a type N part to be used as a placeholder for the material burden transactions generated when issuing burdened materials to work orders.
Show Open or Open/Closed WO in WO-A (O/B)
B or Blank will display all work orders in the WO-A Opening list. O will limit to Open Work Orders only. Note that setting this to O will slow the program load because the closed work orders need to be filtered from the list.
Allow Reopen Closed/Canceled WO (Y/N/P)
If Y or Blank, anybody with access to WO-A can reopen Closed or Canceled Work Orders. If N they can not be reopened and if P, a Password (as entered on the next line) is required.
Allow Edit of Component Description in WO-G (Y/N)
If Y then WO-G will save an edited description of items issued to work orders. This can be useful if generic part numbers are used.
Work Order Default Location
If a value is entered here, then rather than the master Inventory Default location, Work Orders entered at WO-A will be assigned to the location defined here.
Calculate Labor from Bill of Material
This is set to Y then the DBA Classic version of Convert Estimate to WO will allow BOM Labor items tied to routing sequences to populate the routing sequence time.
WO-B Limit to 1 Work Order
If set to Y WO-B will only allow releasing one work order at a time
WO-K-M Limit Scrap Type to (FMLV)
If this is set to F, M, L or V then only Scrap Codes labeled as the defined type in RO-G are allowed
WO-K-M Require Reason Code
If set to Y a Scrap code will be required in WO-K-M Parts Requester
Field Explanations - Processing Tab
Labor Prompt in Kit Issues?
You can include labor item numbers (inventory type L) as part of kit issues in order to charge the work order the standard labor defined in the work order bill of material. If you enter an N in this field, labor will automatically be part of kit issues within WO-G and when backflushing materials in WO-I If you enter Y to this default, a pop-up window will ask you if you wish to include the labor, giving you the opportunity to answer no and report the labor separately for a simple form of labor job costing.
Backflush in Enter Finished Prod? (Y/N/A/B)
If you wish to use backflushing of bill of material components in WO-I, enter a** Y** here so that a pop-up window will ask if you want to backflush the components. If you enter an N, the window will not be presented and backflushing cannot be performed. If you enter an A here, you are indicating that you ALWAYS want backflushing to be performed. No window will pop up to ask if backflushing is to be performed; it will always be done. A B in this field means to always backflush but only backflush the quantity needed to bring the component quantity issued up to the quantity needed for the number of assemblies produced. This feature enables mixing issuing components manually (perhaps for high dollar items that should be carefully tracked) and backflushing the needed quantity of other components.
Close WO in Enter Finished Prod?
Normally work order closing is a separate step performed in WO-J. You can have a pop-up window present the option of closing the work order during WO-I by entering a Y in this field. If you answer N, the window will not be presented and you will have to close the work order as a separate step. If you have set the Process WIP Variance in WO-J to Y, you will not be able to set this to Y.
Use Std Cost in Ent Fin Prod?
When entering completed production through WO-I, you have a choice of putting the items into finished goods inventory at standard cost, or at an automatically calculated or manually entered actual cost. If you want to always enter finished goods at standard cost, enter a Y. If you ever want to use actual costs, enter N.
Use Actual Costs in Labor Entry?
If Y, the system will use labor rates from the employee file as entered in SM-G for job costing in the Work Orders and Job Costing modules. If set to N, the system will use standard labor rates from the work centers the labor takes place in.
Post Overhead as % of Labor?
If Y, the overhead rates (fixed and variable overhead) for each work center will be calculated as a percentage of labor (rather than as an hourly rate) and will be applied accordingly to each dollar of labor entered in the **Work Orders **module. If set to N, the overhead rates defined in the work centers are hourly rates that will be applied to each hour of labor reported.
Divide Labor Cost by # Jobs Worked
If an employee is working two work orders at the same time, by entering a Y to this default you can have the employee’s labor cost divided in half (or thirds, or fourths, etc.). If you enter N, each work order will be charged the full labor rate. This default affects both WO-F and DC-A and DC-C.
Use Lead Time Scheduling (F/B/N)?
Set this field to F for forward Lead Time Scheduling, B for Backward Lead Time Scheduling or N to use the lead time from the inventory master rather than the calculated lead time when creating work orders. See How Lead Time Scheduling Works for additional information.
Backflush by Sequence in Enter Labor?
If you plan on using the backflush by routing sequence feature in which bill of material components are tied to specific sequences, enter a **Y **in this field and you will be prompted for backflushing of components via a pop-up window during WO-F and can backflush materials by sequence when posting labor using WO-N or DC-H If you do not plan on using this feature, enter an N.
Use Projected or Estimate $ and Hours (P/E)?
Enter a P in this field if you want to use WO-K-G to recalculate projected work order labor hours after labor has been entered. Leave blank or enter E if you do not want to allow use of this program.
WO-G Setting for Kit Issues (N,Y,L)
This predefines the Kit Issue setting on the WO-G screen to N, Y or K.
Check Comps at Finished Production
If Y then at WO-I and WO-J, you will be warned if sufficient components have not been issued to the work order to support the number of assemblies completed. If it is set to L then Labor parts will be ignored as the actual quantity issued may be less than the BOM quantity.
Specify Comp Loc in WO-G/WO-I
If Y then the Inventory Location for components being issued or backflushed to Work Orders can be specified as something different than the Work Order Location for each component. If K then one location can be specified for all components of a kit issue. If N then the components will pull from the work order location.
Check if Qty per Seq > WO Qty (Y/N/W)
If Y then entering a quantity complete against a labor sequence greater than the WO quantity will not be allowed. If it is set to W, a warning will pop up but the entry will be allowed. N means do not check.
Reduce WO balance by FP Scrap (Y/N)
If Y then the quantity entered as scrap in WO-I will also be added to the Work Order Quantity Completed so that the balance to be completed on the work order as used by MRP, Inventory Inquiry and other programs will be reduced by the scrap quantity.
Allow WO Dates to update SO (Y/N)
If Y then when a WO finish date is changed in WO-A or any of the scheduling module programs that change Work Order dates, you will be prompted to also update the corresponding Sales Order Estimated Ship Date for Work Orders converted from Sales Orders.
WO-F, DC-A post standard setup
Set to Y for the standard setup time to be charged to a work order the first time labor is reported against a sequence.
Process FP Scrap Serial Number in WO-I (Y/N)
Indicate whether or not you want finished production items scrapped in WO-I to be assigned a serial number.
Reduce WO Balance by Lab scrap in WO-F (Y/N)
Indicate whether the net quantity to be made on the work order should be reduced when a part is scrapped in WO-F
Process WIP Variance in WO-J
If Y, then when closing work orders at WO-J any variance posting will be distributed to on-hand inventory if it exists up to the work order quantity. If there is insufficient on-hand stock, the remaining residual cost will post to WIP Variance. If this is set to Y then the Close WO at Enter Finished Production setting will be set to N.
Divide Overhead by Number of Jobs Worked
If Y then if employees are simultaneously working on multiple work orders, the Overhead cost will be divided by the number of jobs.
Divide Setup by Number of Jobs Worked
If Y then if employees are simultaneously working on multiple work orders, the Setup cost will be divided by the number of jobs.
Include FP Scrap in cost of good parts (Y/N/A)
If Y, the cost of any assemblies entered as scrap in WO-I will be amortized among the good parts completed. If N a separate transaction will be posted for the scrap. A means Ask which way the costs should be processed each time scrap is entered. In any case, a Receipt transaction record with a scrap code will be generated for the scrap assemblies and, if any backflushing of materials is turned on the materials for the scrapped assemblies will also be pulled.
Remove Scrap $ in WO-F (Y/N)
Indicate whether the cost of an item scrapped in WO-F should be removed from the Work Order or left behind to ultimately be rolled into the eventual cost of the good parts.
Process Paperless in Seq/Batch
Indicate whether labor and test reporting in HH-I is to be tracked strictly by Work Order and Sequence or if more detailed tracking by smaller batches within a work order is required.
Enter Reg/OT hours together in WO-F
Indicate whether WO-F will enter both Regular and Overtime hours together in a single entry.
Use WO Number as Lot Number in WO-P (Y/N/A)
Indicate whether the Work Order number should automatically be assigned as the Lot Number when performing Enter Finished Production. N or Blank means that a Lot Number needs to be manually entered. Y means that the Work Order Number will be used and the operator will not be prompted and A indicates that there will be a prompt but the WO number will be the suggested entry that can be overridden.
Allow Dec Entry # Jobs Worked
If Y, then the Number of Jobs worked can be entered as a decimal number to force the calculation to allocate costs disproportionally
Control Over-Issues in WO-G (Y/N/A)
Indicate Y to prevent issuing more of a component than the BOM requires, N or blank to allow overissues and A to Ask when issuing more than required.
Use Markup to Calculate Scrap %
If Y then the scrap percentage of components entered in BM-A will be used as a markup (percent of base quantity required) in the calculation when Work Orders are generated. If blank or N, it will use a Margin calculation (percent of total needed). Thus if the total quantity of a component required for a work order was 100 pieces and a 20% scrap was indicated, if Markup was indicated, the scrap quantity would be 20 (20% of the base quantity). If Margin was used, the scrap quantity would be 25 (20% of the total quantity of 125 issued).
Display Base Price in WO-I (Y/N)
If Y then the base price of the item being manufactured will be displayed as a reference in WO-I
WOI/HHD/HHI Suppress Final Qty for this WO
If Y the pop-up question whether it is the final quantity for the work order will be suppressed.
Field Explanations - Processing II Tab
WO-A Display WO Number when Saving New WO (Y/N)
If Y then the Work Order number assigned to a new work order will be displayed when saving in WO-A
Check Quantities per Sequence (Y/N)
If Y then labor reporting will compare the sequence start quantity with the quantity reported as complete.
Prevent WO-G from taking Inventory negative (Y/N)
If Y then regardless of quantity entered on the screen, the actuual issue quantity will not take inventory negative.
Apply full overhead to team labor (Y/N)
If Y then WO-F will apply the full work center overhead to each member of a team when team based labor is reported.
Link Work Center Dept to GL Dept(Y/N)
If Y then the Absorbed Labor and Overhead postings made in WO-F or using Data Collection will post to the default GL Account and the Department based on the Work Center Department
Pull Comps from Dflt Location regardless of WO Loc (Y/N/S) (Y/N)
If this is blank or N then components will pull from the Work Order Location. If Y then components will pull from the Default Location regardless of the work order Location and a setting of S means that Service/Repair work orders will pull from the Default Location.
Prompt for user password in WO-F (Y/N)
If Y then users must re-enter their password to enter labor.
Prevent re-using Serial Number for the same item in WO-I (Y/N)
If Y then the same serial number can not be entered more than once for an item even if the current on-hand is zero (as in the case of a return or repair)
AutoGen of Serial Numbers in WO-S and process in WO_I (Y/N)
If Y then WO-S Label printing will generate the serial numbers for finished items when the labels are printed and WO_I will then use those Serial Numbers for the finished production.
Process FP Scrap Lot No in WO-I, WO-F, DC-H (Y/N)
If Y then Lot Controlled items scrapped in WO-I, WO-F and DC will require assignment of a Lot number
Allow Holiday Hours for regular WO in WO-F (Y/N)
If Y then Holiday Labor can be entered against a Released Work Order, not only a Indirect Work Order
Limit Num of Decimal Places for WO-F (0,1,2)
Enter the number of decimal places for the hours entered in WO-F
Allow More QTY than needed in QWO (Y,N,W)
If this is set to N then the Quick Work Order will prevent creating a work order that will put more parts into stock than are on Sales Order. If W it will Warn and blank or Y does not check
Finished Production to post Standard Labor for Employee
If an employee number is entered here, then WO-I will use that employee number, the Routing time standard and the quantity complete being reported to post labor and overhead to the work order.
Limit WO-J to closing 1 Work Order
If Y then WO-J can not be run for a range of work orders
WO-A Disable Rebuild Stock Status
Set to Y to eliminate rebuilding stock status on all components of a work order when saving.
WO-A Prevent WO Qty < Vendor Min Qty for O/P Oper (Y/N/A)
If Y then a work order can not be created in WO-A for a quantity less than any vendor minimum for outside process operation. If it is set to A the user will be warned if the quantity is less and asked if they want to continue.
Round to next Int Qty for Comps with same MR-D setting
If this is set to Y then kit issues and backflushing of components with the “Round MRP Quantities to the next whole number” will also round up material issues to the next integer quantity
Disable Stock Room Management for Posting Part Request
If Y then WO-K-N will issue the components needed rather than waiting for a supervisor to review and post
WO-I Prevent Changing Actual Unit Cost (Y/N/W)
If Y then WO-I will not allow manually editing the calculated unit cost. W will warn but allow.
WOF/WOKK/WOM Update WO Actual Start Date (Y/N/W/A)
If Y and labor is entered with a date prior to the WO Actual Start Date, the WO Actual Start Date will be changed to match the labor date. W provides a Warning and A asks if the change should be made.
Track Lot/Serial or Both for Serialized parents
If Y or B WO-S is run to pre-assign serial numbers to items being made on a work order and WO-K-O and WO-K-P are used to map the specific lot or serial number of each controlled component to the parent part.
WO-I Create BKARTXNS records to assign Serial # to SO
If Y then if a work order was converted from a sales order, WO-I will populate the serial number file used for shipping to map the serial numbers to the sales order line.
WO-I Create BKARTXN records to assign Lot # to SO
If Y then if a work order was converted from a sales order, WO-I will populate the Lot number file used for shipping to map the Lot numbers to the sales order line.
Prevent WO-I and WO-P from posting negative unit cost
If Y then when the final receipt for a work order is processed and the net unit cost ends up a negative value because prior receipts have taken more cost out of the work order than actual costs were put in, recalculate the unit cost as total actual cost in the work order divided by total quantity of parts made and post the production using that value. Closing the work order will then make a WIP Variance posting for the difference.
Disable Kit program from double validating part numbers
If Y then WO-K-I will only require the component to be scanned once.
Save in the Kit program will also post material issues
If Y then WO-K-I will issue the components kitted and not require supervisor review.
Allow Kit program to select different Locations
If Y then WO-K-I will allow pulling components from different warehouse locations.
WOF/DCA/DCB Backflush Prevent OH Negative
If Y when backflushing components a warning will pop up if there is insufficient stock of a component and it will not be issued.
WOM Autopost Labor Records
If Y then saving an entry in WO-M will also post it
WOA Update BM/Routing/All when saving WO (BRAN)
When a work order is saved in WO-A the program will then call WO-K-A for a R setting, WO-K-B for a B setting, both back to back for A and neither for N or blank.
WO-I/WO-P/HH-D Backflush to ignore Scrap %
If set to Y, processing a Work Order Finished Production with Backflushing enabled will only post the standard quantity per and not any scrap percentage allowing scrap to be manually tracked with scrap codes.
Field Explanations - Processing III Tab
WO-A Ask for reason when reopening a work order
If Y, a Notes screen will open when changing the status of a closed work order back to open prompting for a reason
WOI/WOP Backflush prevent taking components negative
If Y, Backflushing will not be allowed to take components negative.
WO-I Suppress the Rebuild Actual Costs prompt
If Y, the rebuilding of costs will happen automatically without being prompted.
WO-I Use Estimated Cost instead of Std Cost
If Y, the prompt to use Standard cost will instead use the Work Order total Estimated Cost divided by the number of parts on the work order as the unit cost
Field Explanations - Printing Tab
Print BOM Remarks? - Traveler
If Y, any remarks attached to bill of material components will print underneath the component in the bill of material section of the shop traveler.
Print BOM Comments? - Traveler
If Y, any comments added to the work order bill of material will print underneath the component in the bill of material section of the shop traveler.
Print Job Schedule? - Traveler
If there are multiple work orders sharing the same work order prefix and you want them printed in the header section of the shop traveler, enter a Y in this field. These would represent related work orders that are to be completed as a group. If this information is not needed, enter an N.
Print Short Form? - Traveler
Enter a **Y **if you want the short format traveler, enter an N if you prefer the long format traveler.
Print Bill of Mat? - Traveler
If you don’t want the bill of materials printed on the shop traveler, enter an N in this field.
Print Mat in Seqs? - Traveler
If work order bills of material components are tied to specific routing sequences and you want them printed on the shop traveler within the sequences in which they are used or consumed, enter a Y in this field.
Print Machine and Tool - Traveler
If you are assigning machines and tools in your routings and want them printed on shop travelers, enter a Y. If you don’t use machines and tools, enter an N.
Print Inspection Fields - Traveler
Optional inspection fields can print on the shop traveler which allow entry of sign-offs for quantity, first article, last article, accepted, rejected. If you don’t want these fields, enter an N.
Print Multi Routings? - Traveler
In RO-A you can specify different sequences to print on different routing numbers. When you print the shop traveler it will produce multiple routings within the same work order number instead of a single routing. If you intend to use this feature, enter a Y in this field.
Print Routing Seqs Order (A/D)
When printing graphical format travelers using WO-C you can specify whether the routing sequences print in ascending or descending order. Most shops will choose ascending order; however descending is offered for those who wish to use the traveler as a ear-off?labor ticket.
Print Short Header on Travelers
If this is Y then multi-page travelers will have an abbreviated Heading section on pages after the first page.
WO-I Print Inventory or WO Labels (Y,N,A,W)
If set to Y then WO-I will call IN-G for the items produced. A will ask and W will call WO-S