WIP Over Completion Training Documentation

Table of Contents WIP Over Completion Tolerance ................................................................................................................ 2 Over Completion Tolerance Feature....................................................................................................... 2

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or Job (and Schedule) Level. do not enter a value. However. the default over-completion tolerance percent will be null. We will review the setup screens used for setting these tolerances at the Organization Level and Item Level. this value will be the default over-completion tolerance percent for all items in the Inventory Organization. Note that the field for entering the Inventory Organization Default Over Completion Tolerance Percent can be entered on this form. If you then try to over-complete assemblies. When you set this parameter at the Inventory Organization level. The tolerance level which is either a number or a percent. Choose “Other” Tab. Page 2 of 12 . the transaction will fail. Close the form.WIP Over Completion Tolerance Over Completion Tolerance Feature Over Completion refers to completing an assembly quantity into inventory that is greater than the Discrete job or Repetitive schedule start quantity. If you want to over complete assembly quantities in the manufacturing process. Item Level. whether or not the assemblies have a routing. If the quantity is greater than the tolerance allows. you must setup a tolerance level for the quantity of assemblies that can be over–completed on a job or schedule. To review setup for entering Over Completion Tolerances at the Organization Level: Navigation: → WIP Setup Parameters. If you do not set a tolerance level. You can set up tolerances at these levels: Organization Level. you receive a message telling you that you cannot over-complete the assemblies because there is no tolerance. which in effect is equal to zero percent or no tolerance. For the purposes of this review. for this exercise we will only enter the actual tolerances at the job level. is used to validate the quantity being overcompleted.

Close the form.To review setup for entering Over Completion Tolerances at the Item Level: Navigation: → INV Items Organization Items. Page 3 of 12 . Choose the WIP Tab. For the purposes of this review. do not enter any values. Note that the field for entering the Inventory Organization Tolerance Type (either Amount or Percent) and the Tolerance value (a number for Amount Tolerance Type and percent for Percent Tolerance Type) can be set on this form. The tolerance you set at the item level overrides the tolerance that you set up at the organization level. Query any item.

Otherwise.In order to setup Over Completion Tolerances at the Job Level. Type = Standard (Standard Discrete Job) Assembly = Assembly to be built using this Discrete Job.) Page 4 of 12 . Set up Discrete Job in Work In Process Step PreReqs Prerequisites Define Discrete Job in Work In Process OC 1 Setup Required Required Org Setup Responsibility: Work In Process Navigation: → WIP Discrete Discrete Jobs [New] Discrete Jobs form opens. we will first create a discrete job. If the job number defaults. Class = Discrete (The Discrete WIP Accounting Class will be used. enter Job Number for this Discrete Job. record the Job Number.

. Repeat the job creation process one more time so that a total of two discrete jobs have been created.g.g. Page 5 of 12 . Note the Discrete Job form allows you to enter either: 1..g. FGI Accept default values Dates: More Tab: Routing Tab: Other Tabs: Save the record. A Tolerance Type of Amount and a Tolerance Value amount.) Start = e. or 2. today’s date Completion = leave blank Enter Tolerance Type = Percent Enter Tolerance Value = 10 Enter a Default Completion Subinventory e.. Step Transact Discrete Jobs Using Over Completion.g.. 20 MRP Net = e. A Tolerance Type of Percent and a Tolerance Value percent.Status = Released Quantites: (The job will be released to the shop floor. 20 Start Date = e.

In the “From” Operation Sequence field..g.g. Save the record. Click the Over Completing check box. select the first Operation Sequence Step from the List of Values. 22.. 10. Note: You must select the Over Completing check box before entering the over completing quantity. e. e.PreReq OC2 Create Discrete Jobs Transact a Discrete Job in the Move Transaction Form Using Over Completion Required Required Completed in OC1 Navigation: → WIP Move Transactions Move Transactions. Query the first Discrete Job created in Step OC1. Enter the over completing quantity in the Quantity field. Page 6 of 12 . Important Note: If you are attempting to “uncheck” the over-completion check box. remove the quantity from the Quantity field or you will not be able to make the change to the over-completion check box. Click the “Complete” check box.

g. Note that the quantity available to return is the quantity that you over completed in step OC2. In the “To” Operation Sequence field. Enter the Assembly Over Return quantity in the Quantity field. e. select the “To Move” Operation Sequence Step for the next to last operation from the List of Values. Page 7 of 12 . Note: The Over Completion check box is disabled if you are performing a Return transaction or a reverse move transaction.Step PreReq OC3 Transact Discrete Job Using Assembly Over Return OC1 Transact a Discrete Job in the Move Transacton Form Using Assembly Over Return Required Required Over Complete Discrete Job Navigation: → WIP Move Transactions Move Transactions. However. You cannot return more assemblies than you have completed to standard discrete jobs. Save the record.g. 30. e... you can return more assemblies than you have completed to non-standard discrete jobs. Query the Discrete Job that was over completed in Step OC2. Click the “Return” check box. 22.

Enter the full job quantity in the Quantity field. Create Discrete Jobs Transact a Discrete Job in the Completion Transactions Form Using Over Completion Required Required Completed in OC1 Navigation: → WIP Move Transactions Move Transactions.g. In the “From” Operation Sequence field. In the “To” Operation Sequence field.Step PreReq OC4 Transact Discrete Jobs Using Over Completion..g. Click the “Move” check box. select the last Operation Sequence Step from the List of Values. Page 8 of 12 . e. e. 10. 40.. Save the record. 20.. select the first Operation Sequence Step from the List of Values.g. e. Query the second Discrete Job created in Step OC1.

Query the second Discrete Job created in Step OC1. Click the [Continue] button.Navigation: → WIP Material Transactions Completion Transactions. Page 9 of 12 . Click the “Over Completion” box.

Page 10 of 12 .g..Enter the over completing quantity in the Quantity field. 22. e.

the process will go back to the beginning operations and compute at 160. When using Over Completion functionality. If you complete more than the available quantity in To Move. unless you issues the additional 20 components to the job only the 100 will be calculated in cost incurred. it is important to note: Resources for over-completed assemblies are automatically charged and any backflush components are backflushed. Also note that the system administrator must setup user access privileges that identify who has permission to perform over-completion transactions. the Over Completion check box will not be accessible on the Assembly Completion and Move Transaction forms. The job. For example. as before. then costs will be incurred for only what components you issue to the job and resource charges you record. If the user does not have permission. if you start a job for 100 and move 120 into To Move then cost will be incurred against the 120. For example.Click the [Done] button. Cost implications: For backflush components and WIP move resources. any extra quantities will be moved through each operation. Page 11 of 12 . will relieve cost based on quantity complete. cost will be re-figured based on what you put in To Move. if you start a quantity of 100 but complete 160. If you issue the components for 100 but complete 120. If your components are Push and your resources Manual move.

This is the end of the Over Completions training. Page 12 of 12 .