WO-K-B  Enter Work Order Bills of Material

Purpose of Program

When a work order is created and has a status code of F (firmed) or R (released), or if an existing work order with status code S (scheduled) is changed to status code F, a copy is made of the standard bill of materials from the Bills of Material module to the work order bill of material file.

Any phantom assembly (inventory type B) defined in the standard bill of material will have the first level components of its own bill of material copied into the work order bill of material.  The item number for the phantom assembly itself does not become a component in the work order bill of material.

Once a work order bill of materials has been created, components can be deleted or added to customize the materials needed for this particular work order without affecting the standard bill of materials in the Bills of Material module.  This feature is ideal for custom manufacturers who make changes (such as color, fabric, finish, etc.) to basic product structures.

The quantity remaining to be issued for each component in the work order bill of material file is the amount that is shown in the Allocated status field for each component in the inventory master record.

All components in the work order bill of material will print in the bill of material section on the shop traveler or on the pick list.

Field Explanations

Work Order Number

The work order number for this bill of material.

Lin

The Lin number determines the sort order of the bill of material on the screen and on the shop traveler and pick list.  If left blank, the components will sort in item number order.  You can enter duplicate line numbers; the components will sort in item number order within line number groups.

Item number

The item number of the bill of material component.

T

The inventory type of the component.  These can be R (purchased part), A (subassembly), N (non-inventory), M (make-from).

Description

The inventory description of the component.

Quantity Per

The quantity of this component needed to make one unit of the item being manufactured.

UM

The stocking unit of measure of the component shown on this screen.  This field value comes from the inventory file.

Seq

If this component is tied to a sequence in the work order routing, the sequence number is entered here.

Scrap Per

The scrap quantity of this component that arises when making one unit of the item being manufactured.

Qty Req

The total quantity of this component required for the work order quantity-to- make of the item being manufactured.  This quantity is calculated by taking the Quantity Per plus the Scrap Per multiplied by the work order Qty to Make.

Ref

A short reference field for any user-defined purpose such as a drawing bubble number.

Ph

If this component is tied to a phantom assembly, a Y will be entered in this field.

Assembly

If the Ph field has a Y value, this field is displayed in a pop-up window.  The Assembly is the parent item number of the phantom assembly.

Description

This field also displays in the pop-up window and is the description of the phantom assembly parent item number.

General Program Operation

Use this program to delete or add components in a work order bill of material.  You can enter a complete bill of material from scratch if a bill of material did not previously exist in the Bills of Material module.

To add or modify a work order bill of material component, enter the work order number or select one from a lookup window by pressing the F2 key (or clicking on the Lookup button).  The parent item number and description will display at the top of the screen and any bill of material components will be listed in a display window.

Modifying an Existing Component

To modify an existing component, first bring it into the entry field.  You can do so several ways.  You can press the F2 key (or click on the Display Lines button) to get a listing of all components in a display window.  Highlight the component you want and press <Enter> or click on it.  You can also use the standard search keys and buttons to bring lines into the entry area and advance forward or backward through them: F5 (First button), F6 (Last button), F7 (Previous button), F8 (Next button).

Once the component is in the entry area and you <Enter> past the Item number field you can edit the Quantity Per, UM, Seq, Scrap Per, Qty Req and Ref.  You can also delete an entire component or add new ones, including Phantom assemblies.

Adding a Component

To add a new component, clear the entry area first, if necessary, by pressing the <End> key (or by clicking on the New Line button).  Enter the Lin number or leave it blank.  Enter the component Item number or select one from a lookup window by pressing F2 (or clicking on the Lookup button).  You can enter either the Quantity Per amount, which is the amount required to make one parent part, or you can wait and enter the quantity required, which is the total amount needed for the work order.  Each quantity field will update the other.

Enter a sequence number in the Seq field if you wish to tie the component to a particular work order routing sequence for backflushing-by-sequence purposes.

If you enter a Scrap Per quantity, it will increase the quantity required (Qty Req) accordingly.

Enter a reference in the Ref field if you wish.  This a free format alphanumeric field.

If the component is part of a phantom assembly, enter Y in the Ph field.  A pop-up window will ask for the phantom assembly item number.  Phantom assembly components will print as a separate bill of material on the shop traveler.

After finishing the component entry, you are asked if you wish to save the record and whether you want the work order change number to be updated.  The entry area will be cleared for entry of another component.

Deleting a Component

To delete a component, press the Delete button.  If a bill of material component already has a quantity issued, you will not be allowed to delete it but you will be prompted to reduce the quantity needed to the quantity already issued so the remaining allocation is set to 0.

Entering Comments

Free form comment lines may be attached to any bill of material component.  These comments will print on the shop traveler and are in addition to the standard bill of material remarks.  Comments are used for specific work orders, while bill of material remarks are generic remarks used each time the parent part is manufactured.

To enter comments, press <Home> (or click on the Comments button) while a component is in the entry area of the screen.  Enter comments as you wish, using the F3 key (or the Insert Line button) to insert lines and the F4 key (or Delete Line button) to delete lines.  When done, press <Esc> (or click on the Exit button) and you will be asked if you wish to save the comments.

Compress Feature

If components are duplicated in several places within a bill of material, sometimes it is desirable to compress them into a single quantity.  To do so, press F3 (or click on the Compress BOM button) while the entry area is cleared.  You will be asked if you wish to compress this bill of material.  If you indicate yes, the screen will process and list the bill of material in the display window in compressed form.

You cannot compress a bill of material after components have been issued.