You are on page 1of 20

WIP- Discrete Job Creation Process

(Manual)

Identify
Identify the
the
item
item to
to
Build
Build

Determine
Determine
the
the Job
Job
Number
Number

Standard
Standard
Assembl
Assembl
y?
y?

Create
Create
Discrete
Discrete Job
Job
YES

NO
Select
Select
type as
type
as
Non
Non
Standard
Standard

Select
Select
type
type as
as
Standard
Standard

Production

Enter
Enter Assembly
Assembly
and
and Quantity
Quantity

Select
Select BOM
BOM and
and
Routing
Routing

Attach
Attach a
a
document
document if
if
required
required

Release
Release a
a
Discrete Job
Discrete
Job

Create Discrete Job


Overview

Discrete jobs may be created from Planner Workbench through the WIP Mass
Interface, or they may be created using the Discrete Job form.

Non-standard discrete jobs for repair, engineering prototypes, and released new
build jobs using optional bills of materials or routings may be created using the
Discrete Job form.

A standard job is for items that have a standard released bill of material.

Non-standard jobs are more flexible than standard jobs. They can be used for
rework, field service repair, upgrades, disassembly, maintenance engineering
prototypes, and other miscellaneous projects

For a standard job, if a primary BOM and/or routing exist for the assembly they
will be defaulted. You can also enter an alternate BOM and/or routing.

You can attach illustrative or explanatory files-in the form of text, images, word
processing documents, spreadsheets, video, etc. to discrete jobs.

Change the Status on the job from Unreleased to Released.

Modify Discrete Job

Overview:

You can change discrete jobs using the Discrete Jobs and Discrete Jobs Summary
windows.

What We Can Change?

Date changes: For date changes, it is only necessary to change either the start
date or the completion date. If the start date is changed, the system will
forward schedule and recalculate the completion date. If the completion date is
changed, the system will backward schedule and recalculate the start date.
These changes can be made through the Define Discrete Job form.
Quantity changes: Quantity changes can be done with no restrictions if the job
is unreleased. You can also increase the quantity as a job is released. If the job
is released and work has begun on the assembly, you cannot decrease the job
quantity lower than the number of assemblies that have already passed the
Queue intraoperation step of the first operation. If a sales order is linked to the
job, you cannot decrease the job quantity lower than the order quantity.
Comments: The text of one-time comments can be amended. Standard
comments can either be added or deleted.

Modify Discrete Job

Status: Jobs can have the following statuses: Unreleased, Released, Complete Charges Allowed, Complete - No Charges Allowed, On Hold, and Cancelled.
Firm: Unreleased schedules or jobs may be firmed to prevent MRP date changes
from being reflected automatically on the schedule or job.

Note:

Changes cannot be made on components and operations in the Discrete


Job form.

WIP-Component Issue Process

Production

Pending
Pending
Material
Material
Requireme
Requireme
nt
nt ?
?

Check
Check the
the
material
material
requirement
requirement

Identify
Identify Discrete
Discrete
Job
Job

YES
Print
Print Move
Move
Order
Order Pick
Pick Slip
Slip

Stores

View
View and
and
allocate
allocate
material
material

Run
Run
Component
Component
Pick
Pick Release
Release

Transact
Transact Move
Move
Order
Order

WIP-Change Material Requirement


Process

Production

Planning

Check
Check Discrete
Discrete
Job
Job for
for which
which
additional
additional
material
material required
required

Open
Open Material
Material
Requirement
Requirement form
form

Query
Query discrete
discrete
job
job where
where
changes
changes are
are
required
required

Identify
the changes
Identify the
changes
in
in
item/Quantity/dates/
item/Quantity/dates/
comments/status/fir
comments/status/fir
m
m fields
fields

Enter
Enter and
and Save
Save
the
changes
the changes

Modify Material Requirement

Once a discrete job has been created you may modify material requirements if
they differ from the BOM. You may also use this form to add requirements for a
non-standard discrete job.
This responsibility is majorly provided to Planner or Shop Floor In charge as this
will cause audit issue when Require Qty in BOM V/S Actual Consumption
is calculated.
Caution:

Major changes in the Material Requirement are done through BOM revision.

Change the material requirement when the Job is in Release or Un-release State

Changes in material requirement after JOB completion may cause variance.

WIP-Move Transaction Process


(Inter-Operation Moves)

Operation 10

QUEUE
QUEUE

RUN
RUN

TO
TO MOVE
MOVE

REJECT
REJECT

SCRAP
SCRAP

Operation 20

QUEUE
QUEUE

RUN
RUN

TO
TO MOVE
MOVE

REJECT
REJECT

SCRAP
SCRAP

QUEUE
QUEUE

RUN
RUN

TO
TO MOVE
MOVE

REJECT
REJECT

SCRAP
SCRAP

Operation 30

Operation N

WIP-Move Transaction Process


(Intra-Operation Moves)

Operation 10

QUEUE
QUEUE

RUN
RUN

TO
TO MOVE
MOVE

REJECT
REJECT

SCRAP
SCRAP

Operation 20

QUEUE
QUEUE

RUN
RUN

TO
TO MOVE
MOVE

REJECT
REJECT

SCRAP
SCRAP

QUEUE
QUEUE

RUN
RUN

TO
TO MOVE
MOVE

REJECT
REJECT

SCRAP
SCRAP

Operation 30

Operation N

Move Transaction
Overview:
Using the Move Transactions form, you can move the assemblies you are
building from one operation and/or intraoperation step to another.
You can move assemblies forward and backward within and between operations.
Moving assemblies into the To Move, Reject, or Scrap intraoperation step of an
operation completes those assemblies at that operation.
When assemblies are completed at an operation, the system automatically
backflushes Operation Pull components and charges resources.
Interoperation Moves: Moving assemblies from one operation to another is an
interoperation move. Moves usually follow the forward sequence defined by the
routing, but you can move assemblies from any operation to any other, even
preceding operations.
Intraoperation Moves: Moving assemblies from one intraoperation step of an
operation to another intraoperation step of the same operation is an
intraoperation move. You can move assemblies from any enabled intraoperation
step, (Queue, Run, To move, Reject, or Scrap), as required.

Things to Check

View Pending Jobs

Use the Pending Jobs and Schedules form to view, update, delete, and resubmit
records that have failed validation and remain in the Open Job and Schedule
Interface table.
You cannot close a job if pending transactions exist. If no pending transactions
exist on a job then the results of the search will return nothing.
Navigate to: Discrete > Pending Jobs and Schedules

Pending Move Transactions

You can view, update, delete, and resubmit move transaction records that have
failed validation and remain in the Open Move Transaction Interface table.
You can view error messages associated with failed records. Error messages can
assist you in updating failed records before resubmission.

Navigate to: Move Transactions > Pending Move Transactions

Things to Check

Pending Resource Transactions

You can view, update, delete and resubmit resource transactions that have failed
validation or processing and remain in the Open Resource Transaction Interface
table.
You can view error messages associated with failed records, which can help you in
updating the failed records before resubmission.
At period close this table should be reviewed prior to closing the period to make
sure all resource transactions have cleared.
Navigate to: Resource Transactions > Pending Resource Transactions

WIP Value Summary

View A WIP Value Summary


Use the WIP Value Summary form to view the current value of open and closed
jobs.
Navigate to: Discrete > WIP Value Summary
How to Understand the form output:
Periods From/To:
This field will display the current period unless you entered a
range into the previous form.
Quantities: This area will display the quantity information related to the discrete job
selected.
Cost Element: Displays the cost element associated with the cost information listed.
Account: Displays the account associated with the cost you are viewing.
Cost Incurred: Displays the current cost incurred on the discrete job by element.
Cost Relieved: Displays the current cost relieved on the discrete job by element.
Variances Relieved: Displays the current cost variance relieved on the discrete job by
element.

WIP Value Summary

Variance Relieved= Costs Incurred - Costs Relieved


COST INCURRED >> (Production Cost) Term used to indicate the total amount
spent to produce an assembly by using/consuming applicable MATERIALS (sub
assembly & components) & RESOURCES (such as machine, man power,
consumables, tools etc.)
COST RELIEVED >> (BOM Cost) Cost or Rate of the assembly item produced by
the manufacturing process, which is defined as Item standard cost at Item
Costs form of costing module

WIP Material Transactions

When Material Transaction is used:

Excess material may have been issued in error to a job.


The bill of materials for an assembly may be incorrect and may call for too many or
too few components.
A component may have been damaged during assembly and it is decided to issue
another component to the schedule or job, while leaving the damaged component
charged to the schedule or job also.
Components may be consumed during assembly set-up and it has been decided to
leave the loss charged to the schedule or job and replace the components.
One WIP supply subinventory may have a short-term oversupply and it may be
decided to transfer the components to another WIP supply subinventory requiring
them.

WIP Material Transactions Types

WIP Material Transaction Types:

WIP Component Issue-Issues components from inventory to jobs and


schedules to fulfill positive material requirements.

WIP component Return-Returns components from jobs and schedules to


inventory.

WIP negative component issue-Issues components from jobs and schedules


to inventory to fulfill negative material requirements. (WIP negative component
issue is to return material into stock, material requirement should be yes)

WIP negative component return-Returns components to jobs and schedules


from inventory to fulfill negative material requirements. WIP negative
component returns reverse WIP negative component issues.

Replenishment supply subinventory-Replenishes the supply subinventories


of Operation Pull or Assembly Pull supply type components. This transaction
works the same as performing a subinventory transfer in inventory.

Inventory sub transfer-Performs a subinventory transfer of one subinventory


to another. This is similar to the replenishment supply subinventory type.

WIP-Complete Discrete Job Process

Check
Check Discrete
Discrete
Job which
Job
which needs
needs
to
to be
be complete
complete

Complete
Complete move
move
transaction
transaction

Is it a last
operation?

YES
YES

Production

Pending
Material
Requireme
nt?

YES

To component
Pick Release
Process

NO

Pending
Move
Transaction
?

NO

Use
Use Completion
Completion
Transaction
Transaction and
and
complete
complete desired
desired
assembly
assembly units
units

NO

Complete Discrete Job

Overview

A job must have a status of Released in order to have completions transacted


against it.

When the last assembly on the job is completed, Materials or Manufacturing will
process the final completion transaction and change the status of the job to
complete charges allowed.

The job will remain open for a determined amount of time in this state in order
to allow for all appropriate charges to be made against it.

At the end of that time, Cost Accounting will change the status of the job to
complete no charges allowed.

At the end of the accounting period, Cost Accounting will change the status of
all jobs currently at complete no charges allowed to closed.

WIP- Discrete Job Close Process

Identify
Identify the
the
Discrete
Discrete Job
Job
to
to complete
complete

Move
Move
assembly to
assembly
to
FG
FG or
or
Shipping
Shipping

Enter
Enter
completion
completion
data
data

Is
Is it
it a
a
serialize
serialize
d
d item
item ?
?

YES

Enter
Enter
serial
serial
numbers
numbers

NO

Production
YES

Partial
Partial
quantity
quantity
?
?

NO

Cost
Accounting

Change
Change the
the job
job
status
status to
to

Complete-No
Complete-No
Charge
Charge Allowed
Allowed

Charge
Charge the
the Job
Job
with
with
appropriate
appropriate
charges
charges

Close
Close
Discrete
Discrete Job
Job

Close Discrete Job

Overview

A job must have a status of Released in order to complete quantities against


it.

When the last assembly on the job is completed and transacted, Materials or
Manufacturing will change the status of the job to Complete-Charges Allowed.

The job will remain open for a determined amount of time to allow all
transactions to be done against the job and variances to be researched and
resolved.

Materials or Manufacturing will change the status to Complete-No Charges


Allowed. Cost Accounting will review all jobs in this status and then close the
jobs.