SO-N Convert Sales Orders to Work Orders
Purpose of Program
Use this program to generate work orders automatically from line items entered in SO-A. This eliminates the double entry that would be involved in entering both a sales order and a work order.
General Program Operation
Create a Multi-Yield Work Order? This option will only be available if a Multi-Yield placeholder part number has been entered in SD-M as the “SO-N Multi-Yield Part Number”. If this has been enabled and you respond Y to Create Multi Yield Work order then all the lines on the Sales Order regardless of part number will be combined to a single work order for the Multi Yield placeholder part number. All components of all the line items will be added to the work order Bill of Materials and the Routing for the Multi-Yield part number will be used for the work order. When the Work Order is processed in WO-I the program will automatically present a list of the items on the sales order during the Multi-Yield processing.
Type in the sales order number, or select the sales order from a pop-up window by pressing the F2 key (or clicking on the Lookup button).
If an item was entered on multiple lines with different due dates, you have a choice as to how you want it converted to a work order. You are asked Combine Duplicate Items into Single Work Orders? Enter Y if you want the sales order lines consolidated into a single work order with multiple delivery dates. Enter an N if you want a separate work order created for each sales order estimated ship date.
Next is a prompt to Create WO for Balance Required which will create a work order for any shortages.
You are then asked Prompt for Work Order Quantity? If you enter Y, then when creating the work orders, the program will present a pop-up window for each item on the sales order that will show current inventory status for the item. If you enter A it will only present the option if there is insufficient available stock to meet the order.
Include Backorder Quantity? with options of Y, N or O for Only.
Create Work Orders for Kit Components? If Y, then components of Selling Kits which are type A or F will have Work Orders generated.
Create WO for Non-Inventory Items? Some people use type N Non-Inventory items for warranty or tooling which do need work orders; others use them exclusively for restock charges and the like which do not require Work Orders.
Create Multi-Assembly Orders? If Y, then for the lower level components in the BOM, the program will automatically call WO-K-D to create the exploded lower level assembly work orders needed.
Generate WO for SO Lines not yet generated? If set to Y then only newly added SO Lines that have not already been converted will get Work Orders generated.
Create Work Orders for Make from Items? will only be available if the default to allow work orders for Make From items is enabled.
Create WO for SO Blanket Lines? If you have blanket orders and want to make the total quantity and then release shipments enter Y. If you want to release production as the customer issues releases against the blanket quantity enter N.
Prevent Creating WO with lapsed start date? Yes, No, Warn or Ask if the calculated work order stare date is in the past.
Exclude 0 Qty components from WO BOM? Some people use 0 quantity items on a BOM for things like tooling and non-inventory hardware so they want them listed on the WO BOM and others use it for items removed from the BOM and no longer used so they would not be included.
You can then filter by a range of item Category and Class
Next, you are asked Use Inventory Lead Time for Start Date? If no, the program will prompt for a date to use as the start date for the work orders that get generated. If yes, it will use the inventory lead time to determine a start date. If you have set the default for “Use Lead Time Scheduling” to either F (Forward) or B (Backward) in SD-B this program will always use backward scheduling to generate a start date based on the order quantity and routing time standards (see How Lead Time Scheduling Works).
The next prompt asks Use Shop Calendar to Determine Start Date? If Y, the program will make sure that the start date is moved back until it falls on a valid date on the shop calendar and the number of days of lead time will take the shop calendar active work days into account. If you are using Lead Time Scheduling, this will always be Y.
Use Cust Due Date or Est Ship Date as WO Due Date? If C, then the line item Customer Due Date will become the Work Order Due Date. If E, the Estimated Ship Date will be used.
Offset Finish Date by Days? This allows you to enter a number of days prior to the Estimated Ship Date that the Work Order Estimated Finish Date should be set to.
Match WO Suffix to SO Line Number? If this is set to Y then the SO Line Number and WO Suffix will be matched. Using this setting conflicts with the “Create Multi-Assembly Orders” so they should not both be set to Y. If a work order already exists with the number that would be created by matching the suffix to the line number, the line will be skipped.
Increment Work Order Suffix by Enter the value by which you want the Work Order suffix to increment as each line of the sales order is processed. This will allow better grouping of work orders; for example all suffixes through 19 are associated with Line 1 of the Sales Order and its subassemblies, Work Order suffixes 20-39 are associated with Sales Order line 2, etc. This increment can be given a default value in SD-M
Work Order Status for S/R WOs? If the program is being called by the Service/Repair module, you can specify a different status for the WO than the normal default.
Work Order Class Enter a class if you want all the work orders to have a WO Class
Use Default WO Location to create WO? Enter Y if you want to use the Work Order Location entered as a default rather than the Location passed from the Sales Order.
Print WO Confirmation Report? Enter Y to get a report confirming the Work Orders that are created.
If you entered N to use Inventory lead time for start date you will be prompted for a work order start date. Next if you answered Y to prompt for work order quantity you are presented with a review window for each item to be converted. In the window you are asked Please Enter the Quantity to Convert. In that field will be the quantity from the sales order, but you can override it if you want a different quantity. Also displayed in the window are inventory status fields for on-hand, on sales order, on backorder, on purchase order, allocated, and in work-in-process to help you make your order quantity decision. If you decide to skip a given item and make no work order, change the quantity to 0 and no work order will be generated.
If you had answered N to Prompt for Work Order Quantity?, the program will immediately start creating work orders using the exact quantities entered on the sales order(s). Work orders will be created for inventory items coded type F (finished good) and A (assembly). The program will use each line item’s estimated ship date as the work order finish date.
As each line has its work order generated, if the Create Multi-Assembly Work orders? had been selected, then the same screen as seen in WO-K-D will be presented for each sales order line.
The work orders created through this program use the sales order number as the work order prefix number for cross-reference purposes. The first line item converted gets a work order suffix of “-001”, the next will get a suffix based on the increment specified and so on. Through the common prefix we know these work orders are linked to a common sales order. All work orders linked to a common work order prefix optionally print on the shop traveler in a section titled Job Schedule.