1. Unreleased Work Order List

1.1. Prerequisites for Unreleased WO List
Prerequisites for Viewing the Work Order Release Check list:

After activation, "Work Order Management" access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access. Note:  This screen is only to view the checklist.
 

Product Data Management (PDM) User MUST have this optional module to complete the Work Order Release Check list
Use Work Order Checklist Box (checked) This box MUST be checked in the Shop Floor Tracking Default screen in System Setup  
Customer Name   A Customer Name must exist and be associated with the Work Order.
Sales Order Number   (Optional)     
Product number The part number must exist in the item master for a product or part.
Work Order   An open Work Order must exist.
Work Order Release   The check list must exist in the Shop Floor Tracking Defaults  

 

                                                                                                                    

1.2. Introduction for Unreleased WO List

The Work Order Release Check List is originally developed in System Setup in the Shop Floor Tracking Defaults set up screen.    The Work Order Release Check List displays the following:  Work Order Number, Scheduled Ship Date, Part Number of the assembly, Revision Number pertaining to the assembly, Quantity in the Work Order and the Check List Items with information regarding items checked, by whom, the date and time.

 

The Work Center Check List Module is used to record that a process detailed in a check list established for the work center has been completed.  The users must view and acknowledge that a procedure has been performed, and enter their concurrence and time of event. This information is created in the PDM (Product Data Management) module. 

The overall purpose of the Work Order Release Check List is to provide better kitting status control and at the same time make the job a little easier for Production Control/Schedulers by automatically checking to see if various affected departments have checked off their part of the list.  Then once everything has been checked, the work order can be released so scheduling can be started and material can start moving through SFT. 

 

1.3. Fields and Definitions for Unreleased WO List

WO Number The Work Order Number assigned to the job for that particular assembly.  The user may sort on this column by depressing the WO Number button.
Ship Date    The date the assembled product is scheduled to ship. The user may sort on this column by depressing the Ship Date button.
Part Number  The number assigned to the completed assembly in the Inventory Master. The user may sort on this column by depressing the Part Number button.
Rev    The number of the revision associated with the Part Number of the Assembly.
Quantity  The number of the assemblies to be produced.
Description  The description assigned to the product. 
SO Number The Sales Order Number assigned to the job for that particular assembly.
Customer  The Name of the customer for that assembly. 
Proj Number  The Project number assigned to the assembly. 
Status The status of the Work Order. 
Chk A check will default in this box once the item listed has been performed.
Check List Check List items associated with the assembly.  For more detail on the Check List items see Article #1214.
Checked By The initials of the person will default in when they perform the item listed  
Date The date will default in when  the item listed is performed 
Time The time will default in when the item listed is performed

Highlight the line you are interested in viewing.  The information at the bottom of the screen will display the check list items associated with the assembly.  If the item listed has been performed, there will be a check mark at the left of the item and the user may view the name of the person who performed the checking plus the date and time checked.

 

1.3.1. Check List Items

Checklist Items within the Unreleased Work Order List .  .

 

 
 
 
  

KIT IN PROCESS  This item will  be checked, once the "Manual Kit or Auto Kit" button has been selected within the Kitting & Shortage Mgmt module.  This checklist item is hard coded into the system.
KIT COMPLETED  This item will be checked, when the "Kit Complete" box is checked within the Kitting & Shortage Mgmt module.  This checklist item is hard coded into the system
TOOL/FIXTURE RELEASED  This item will be checked, when the Tool/Fixture released check box is checked within the PDM module.  This checklist item is hard coded into the system
PDM RELEASED This item will be checked, when the PDM released check box is checked within the PDM module.  This checklist item is hard coded into the system
TRAVELER RELEASED This item will be checked, when the Traveler Released check box is checked within the Work Order Traveler Setup module.  This checklist item is hard coded into the system
Audit Customer BOM This item is defaulted in from the Work Order Check List (within the Work Order Traveler Setup module).    This item will need to be approved within the Unreleased Work Order screen. 
Inspect Consg. Items This item is defaulted in from the Work Order Check List (within the Work Order Traveler Setup module).   This item will need to be approved within the Unreleased Work Order screen

 

 

1.4. How To ...... for Unreleased WO List
1.4.1. View and Approve Work Order Checklist Items

Enter Production/Work Order Management/Unreleased Work Order List Module 

NOTE:  For this module to be available the "Use Work Order Checklist" box must be checked in the Shop Floor Tracking Default Screen in System Setup.

  

The following screen will appear:

Highlight the line you are interested in viewing.  The information at the bottom of the screen will display the check list items associated with the assembly. 


KIT IN PROCESS This item will be checked, once the "Manual Kit or Auto Kit" button has been selected within the Kitting & Shortage Mgmt module. This checklist item is hard coded into the system. 
KIT COMPLETED This item will be checked, when the "Kit Complete" box is checked within the Kitting & Shortage Mgmt module. This checklist item is hard coded into the system
TOOL/FIXTURE RELEASED This item will be checked, when the Tool/Fixture released check box is checked within the PDM module. This checklist item is hard coded into the system
PDM RELEASED This item will be checked, when the PDM released check box is checked within the PDM module. This checklist item is hard coded into the system
TRAVELER RELEASED This item will be checked, when the Traveler Released check box is checked within the Work Order Traveler Setup module. This checklist item is hard coded into the system
Audit Customer BOM This item is defaulted in from the Work Order Check List (within the Work Order Traveler Setup module). This item will need to be approved within the Unreleased Work Order screen.
Inspect Consg. Items This item is defaulted in from the Work Order Check List (within the Work Order Traveler Setup module). This item will need to be approved within the Unreleased Work Order screen

 


 If the item listed has been performed, there will be a check mark at the left of the item and the user may view the name of the person who performed the checking plus the date and time checked.   User will NOT be allowed to process material through SFT until the Work Order Release box within the  Work Order  module has been checked off   (Note:  this box will NOT be checked until ALL checkpoints including the "Kit Complete" have been checked).   This is to prevent moving material in SFT until everything has been approved.  
 
 
NOTE:  If a user has the Work Order Checklist feature active and tries to use the PO Receiving shortage and issues feature within the PO Receiving, it will not recognize the shortages until the kit has been flagged as "Kit Complete".  It is designed this way because the user will not know if the parts are short until the kit is completed. 

You may have parts in the inventory and have not pulled them to the kit yet.  If you allow seeing the shortage (which may not be a shortage because parts are not pulled yet) from the PO receiving, the receiver may be trained to automatically issue to the shortages first, but it may not be a shortage because parts have not been pulled from inventory, so how would they know if it is a real shortage or just not pulled from inventory yet.