SD-B  Work Orders Defaults

Purpose of Program

Use this program to establish various set up parameters used by the Work  Orders modules.

Field Explanations

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.

Next Work Order Number

This is the next work order number that will be assigned by the system.  This number increments each time a new work order is automatically assigned a number.  This number will not increment when work orders are manually assigned numbers out of sequence or when creating work orders by SO-N  Convert Sales Orders to Work Orders.

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  Issue Materials and when backflushing materials in WO-I  Enter Finished Production.   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)

If you wish to use backflushing of bill of material components in WO-I  Enter Finished Production, 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  Close/Cancel Orders.  You can have a pop-up window present the option of closing the work order during WO-I  Enter Finished Production 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 in SD-Q IS Tech Support Defaults you will not be able to set this to Y.

View only in 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.

Use Std Cost in Ent Fin Prod?

When entering completed production through WO-I  Enter Finished Production, 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 set to Y, the system will use labor rates from the employee file 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 set to 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.

Calculate Labor from Bills of Mat?

If during ES-E  Convert Estimates you wish to have bill of material labor item numbers (type L) which are tied to routing sequences totaled and dumped into the work order routing, enter a Y in this field.  This will cause a pop-up window to be presented within ES-E that will ask whether you want the calculation made or not.

Delete Labor after BOM Calc?

If you entered N in the previous default, enter an N in this field also.  If you entered a Y, this default results in a second pop-up window during ES-E  Convert Estimates, which will ask if you want to delete the labor item numbers from the bill of material after they have been converted to time within the routing sequences.  Generally you would answer Y to this default if you had entered Y to the previous default.

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.

View only in Enter 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.

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  Enter Labor and can backflush materials by sequence when posting labor using WO-N  Post Labor Batches or DC-H  Post Labor Transactions.  If you do not plan on using this feature, enter an N.

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  Enter Labor and DC-A  Enter Labor/Production and DC-C  Enter Labor Only.

Use Projected or Estimate $ and Hours (P/E)?

Enter a P in this field if you want to use WO-K-G Recalculate Projected Hours to recalculate 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.

The following fields set default switches for WO-C, Print Travelers.  These settings can be overridden as shop travelers are selected for printing.

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  Enter Routings 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  Print Travelers 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.