Job Entry

This program lets you create and maintain jobs in the Work in Progress module, as well as maintain material and operation allocations for jobs.

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Field	Description
File
Create Job	Select this to create the job according to the details you specified. Jobs can also be created using the Copy option from the Edit menu of the Browse on Jobs program.
Update Job	Select this to update the job with the details you entered or changed. This only applies when you are maintaining an existing job. Expected job costs are not automatically updated when a job quantity is changed. This is deliberate as you may choose to retain these costs for comparison purposed. To update the current expected costs (or original costs) you need to run the Expected Job Cost Recalculation program.
Function
Job Entry	Select this to create a new job for a standard item (i.e. a finished item or sub-assembly within the Bill of Materials module) or an item against which no material or operations are attached; or a non-stocked item.
Job Maintenance	Select this to update an existing job with changes you make. If a Custom Form is defined against jobs and a field on the form is defined as mandatory, then you cannot save your changes without entering the custom form details.
Hold/Release Hold	Select Hold to suspend processing for the job, or Release Holdto remove the hold on the job. You cannot place a hold on a job that is already complete. This option is only available when maintaining a job.
Preferences
Preferences	Select this to define option defaults to apply when adding jobs.
Create Job Numbering Script	Select this to load the Scripted Job form to create and test a VBScript to assign a unique job number for a new job added. This applies when your job numbering method is defined as Scripted (Set Key Information). To create and test a script, right click in the Scripted Job form and select Macro for: WIPP05L7. Use the OnRefresh event to create the script (see VBScript Editor). For example: Function ManualJob_OnRefresh() ManualJob.CodeObject.Job = "SA11" & JobDetails.CodeObject.StockCode End Function If you create a job for parent item A100, then the above script results in a Job number of SA11A100. In your script, for fields that change as the stock code changes in sub jobs, you need to use the ManualJob fields. Once the script is saved, you can use the Test Script option to test it. The scripted job number can be built up using values from other entered fields. For example, using characters from the stock code together with the branch code and date. The fields required by the Test script job number must be populated on the job for them to be displayed in the Test script window. Note that if the scripted job number is alphanumeric, then the Job key must be alphanumeric (Set Key Information). If you are creating a job with sub jobs, a scripted job number is created for each sub job. You need to ensure that each sub job number is unique. If the script causes duplicate sub job numbers, then the Job field is enabled for a manual job number entry for the sub job(s). The reason is the sub job creation process cannot be halted. However, if the script creates a duplicate job number on the parent item, you will be able to exit.
Job	Indicate the job number you are creating or maintaining. If you are adding a job, then you can browse on existing jobs to locate the last job number that was used. This facility is not available if you are creating jobs from within the WIP Query or the Browse on Jobs program. Job numbering considerations The next job number depends on your configuration of the Numbering method setup option in the WIP inspection section: If this is defined as Manual, you are prompted to enter a job number when you select the Create Job function. If this is defined as Branch, then the number specified at the Next job number field defined against the WIP branch is used. If a prefix length is defined for WIP, then the Next job prefix defined against the WIP branch in the WIP Branch Maintenance program is used. If this is defined as Job classification, then the number specified at the Next job suffix field defined against the job classification is used as the job number. If a prefix length is defined for WIP, then the Next job prefix defined against the job classification in the Job Classification program and the next job suffix are used.
Notepad	Select this icon to use the Admin Notepad Editor (Rich Text) program to add rich text format notes to the job. These notes can only be entered after the job has been created, because the job number is saved as the key to the notes.
Job Query	Select this to use the WIP Query program to view detailed information for the job.
Create Job	Select this to create the job according to the details you specified. This option is only displayed when you are adding a new job. You are prompted to enter the job number when your Job numbering method is defined as Manual (Set Key Information). If you selected the Preference: Use route defined against warehouse control and the route defined against the warehouse is the same as the route to use, then the reorder quantity against the warehouse is used instead of the EBQ and the pallet quantity against the warehouse is used instead of the pan. Material allocations are reserved for the job if the Automatically reserve allocations option is enabled and the job is set to Confirmed. If you selected to reserve lots/serials for parent items and/or components (Work in Progress Setup) and the parent item, co-product or a component is defined as lot traceable or serialized, then the WIP Reserve Lots & Serials Maintenance program is loaded, enabling you to reserve lots/serials for the parent item and its components. The WIP Reserve Lots & Serials Maintenance program also enables you to maintain/change lots previously reserved. You can select to reserve lots/serials only when a job is confirmed by enabling the option: Reserve lots/serials at job confirmation. On the final window confirming the successful creation of the job, you can select to add/maintain materials, operations and notes for the job (these functions can also be selected from the menu when browsing jobs). If a Custom Form is defined against jobs and a field on the form is defined as mandatory, then cannot create the job without entering the custom form details. When you create a hierarchical, non-stocked job using a standard hierarchy, custom forms defined against the standard hierarchy are copied to the new job providing that the layout of the custom forms for the standard hierarchy and the job hierarchy are identical.

Copy Material and Labor Allocations

When you create a job for a non-stocked item and you selected the Preference: Copy material and labor allocations, then these options enable you to indicate which stocked item's bill of material you want to copy to your job.

Once you have copied the bill of material from the stocked item you can change the material and/or labor allocations as required for the non-stocked item using the WIP Material Allocations - Browse and WIP Browse on Labor Allocations programs.

Field	Description
OK	Select this to accept the information you entered and to copy the material and/or labor allocations to the non-stocked job.
Cancel	Select this to return to the previous screen without performing the copy.
Copy Material and Labor Allocations
Options
Copy material allocations	Select this to copy the material allocations to the non-stocked job.
Copy labor allocations	Select this to copy the labor allocations to the non-stocked job.
Copy from
Non-stocked	Select this to indicate a non-stocked code from which to copy the bill of material information.
Stock code	Enter the code of the stocked or non-stocked item from which to copy the bill of material information.
Description	This indicates the description for the stock code.
Revision	Enter the revision number of the stocked item from which you want to copy the bill of materials. This only applies for items defined as ECC controlled (Stock Codes). The wording for this field defaults to Revision, but is replaced by whatever wording you have assigned to these user-defined fields (Bill of Materials Setup).
Release	Enter the release number of the stocked item from which you want to copy the bill of materials. This only applies for items defined as ECC controlled (Stock Codes). The wording for this field defaults to Release, but is replaced by whatever wording you have assigned to these user-defined fields (Bill of Materials Setup).
Stocked route	Indicate the stock item's route number from which to copy. This only applies when Alternate routings is enabled (Bill of Materials Setup).
Non-stocked route	Indicate the non-stocked item's routing number from which to copy. If more than one route is defined against the non-stocked code (Non-stocked Codes) then the routes with a description defined against them are displayed in the drop-down. This only applies when Alternate routings is enabled (Bill of Materials Setup).

Hierarchy

This screen is displayed when you select the Create Job option and you are creating an hierarchical job.

Field	Description
Continue	Select this to continue with the process of creating the job.
Cancel	Select this to return to the previous screen.
Hierarchy
Linked to contract	If you create a new hierarchical job and link it to a contract, then the hierarchy defaults to that defined against the contract, but can be changed.
Contract	Indicate the contract to which the job must be linked. Contracts are defined using the Browse on Contracts program.
Contract description	This indicates the description defined against the contract.
Hierarchy	Indicate the hierarchy to use for the job.
User defined	Select this to manually define the hierarchy for the job. Job hierarchies are maintained using the P&C Maintenance of Job Hierarchies program.
Standard	Select this to use a standard hierarchy for the job. If custom form data that exists against a standard hierarchy is copied to the new job hierarchy providing the custom form fields defined against the hierarchy exactly match the custom form fields defined against the job hierarchy. Standard hierarchies are created using the Standard Hierarchies program and can be maintained using the Standard Hierarchy Heads-Sections program.
Contract default	Select this to use the hierarchy defined against the contract.
Hierarchy code	This indicates the code for the hierarchy.
Hierarchy description	This indicates the description of the hierarchy code.

Job Created

This screen is displayed for information purposes, once the job is successfully created.

When creating a Master job and creating sub jobs (where the components are configured to create sub jobs in Structures and Routings) the Job Created screen is not displayed. The reason is that multiple jobs are being created, so to display information only for the top level job would not be correct.

No quantities are reserved against the parent when creating a job for a parent which results in a sub job being created for a component, because the sub job will satisfy the demand. This applies when the Reserve stock for confirmed jobs option is enabled (Work in Progress Setup).

In the case of master and sub jobs you can optionally view the bill of jobs created and from there (via the job query) choose to maintain the jobs as required. A link is, however, created from all the sub jobs to the master job and from each sub job to its immediate parent job, irrespective of whether the master job is an hierarchical job.

Links are created in the WIP Job Master table from each sub job back to Master job 1. In addition, links are created for Sub jobs 4 and 5 back to Sub job 2 as well as from Sub job 6 to Sub job 5.

If the Advanced Planning & Scheduling system is required and you selected the option: Link Work in Progress directly to APS (Work in Progress Setup) then whenever a job is added, changed or canceled the APS system is updated accordingly.

The following information is displayed for the job created:

Column	Description
Job assigned	This indicates the job reference number created.
Stock code	This indicates the stock or non-stock parent item that the job is creating.
Stock description	This indicates the description for the Stock code.
Warehouse	This indicates the warehouse for which the job was created. ** is displayed if the job is for a non-stocked item
Quantity to make	This indicates the quantity you selected to manufacture for this job. If the job was created from Sales Orders, then the Quantity to make reflects the total for the sales order less any jobs that have already been created for that sales order.
Gross quantity	This indicates the gross quantity to make for the job.
Net quantity	This indicates the net quantity to make for the job.
Unit of measure	This indicates the manufacturing unit of measure to make for the job.

Job Confirmed

This screen is displayed when the Preference: Print documentation for confirmed jobs is enabled. This enables you to print the factory documentation for the current job online, if the job is confirmed.

Field	Description
Print Document	Select this to proceed to the next screen.
Define Format	Select this to use the Factory Documentation Format program to define a format for the factory document you want to print.
Close	Select this to return to the previous screen without printing the document.
Job Confirmed
Document number 1- 4	Indicate the factory document number you want to print.

Online Printing Document Selection

Field	Description
Document format selection
Document number	This indicates the document number you selected to print on the previous screen.
Format	Indicate the document form you want to print. Against Document number 1, you can print formats A to I. Against Document number 2, you can print formats J - R. Against Document number 3, you can print formats S - Z and 0. Against Document number 4, you can print formats 1 - 9.
Format description	This indicates the description defined against the document format you selected to print.
Options
Include completed allocations	Select this to print details of completed allocations on the document.
Include allocations with zero outstanding	Select this to include allocations with zero outstanding when printing the factory document.
Preview Document	Select this to preview the document on the screen before printing it.
Print	Select this to print the document according to your selections.
Close	Select this to return to the previous screen.

Preferences

You use the Preferences function to set option defaults that you want to apply when maintaining jobs.

Field	Description
Save Preferences	Save these preferences against your operator code and use them for future runs of the program until next you change them.
Close	Save the preferences for the current run of the program only.
Factory documentation
Print documentation for confirmed jobs	Select this to default to printing factory documentation on-line when creating a confirmed job.
Document number 1 - 4	Indicate the document number to use as the default for printing factory documentation for jobs.
Defaults for adding jobs
Non-stocked	Select this if (when creating a job) you want the job to default to being non-stocked. This preference is not applied when creating jobs from the Job Review or Job Creation Import programs.
Hierarchical	Select this if (when creating a job) you want the job to default to being hierarchical. This preference can be selected only if you have enabled the Non-stocked preference and the Projects & Contracts module is installed. This preference is not applied when creating jobs from the Job Review or Job Creation Import programs.
Warehouse for stock code	Your entry here overrides the warehouse to use assigned to the stocked parent part when creating a job. This preference is not applied when creating jobs from the Job Review or Job Creation Import programs. If this program is called from the Back Order Review program, then the warehouse against the sales order line overrides the W/h for stock code preference.
Use route defined against wh control	Select this to use the route defined against the parent part (Warehouses) as the routing for materials and operations assigned to jobs created. If you select this preference and the route against the warehouse is the same as the route to use for the stock item, then the reorder quantity against the warehouse is used instead of the EBQ and the pallet quantity against the warehouse is used instead of the pan.
Use comp wh defined against wh control	Select this to use the component warehouse to use defined against the parent part (Warehouses) to be the warehouse from which material allocations must be allocated to jobs created.
Copy custom forms from master job to sub jobs	Select this to copy mandatory custom form information from the top level of the master job through to its sub jobs.
Include allocations	Select this if (when creating a job) you want to default to including any allocations assigned to a structure for the stocked item. This preference is not applied when creating jobs from the Job Review or Job Creation Import programs.
Create sub jobs for components	Select this if (when creating a job) you want to default to creating sub jobs for all components in a structure against which you indicated that a sub job must be raised.
Copy material and labor allocations	This applies to creating non-stocked jobs. Select this to default to copying material and labor allocations from the bill of material for a stocked item to the non-stocked job.
WIP ledger code	The default ledger code depends on the integration level of Work in Progress to the General Ledger, which is specified at the Apply integration level at setup option: If the integration is defined at WIP branch level, the WIP control account defined against the branch in the WIP Branch Maintenance program is displayed. If the integration is defined at Job classification level, the WIP control account defined against the job classification in the Job Classification program is displayed. If the integration is defined at Company level, the ledger account defined in one of the following areas is used (in this order): The WIP GL accounts defined against the default warehouse (in the Warehouse Maintenance program) for the operator. The WIP ledger code defined at the Preferences settings of the Job Entry program. The WIP ledger control account defined against the stock code in the Stock Code Maintenance program. The WIP ledger code defined against the warehouse in the Warehouse Maintenance program. If none of these are defined, then the field defaults to the control account specified at company level that is defined at the Work in progress setup option at the General ledger control accounts section. For sub jobs, the WIP ledger code defined the stock item is used. If this is not defined, then the WIP ledger code defined against the warehouse is used. If this is not defined, then the master job's WIP ledger code is used. A ledger code must be entered, even if Work in Progress is not integrated into General Ledger. The ledger code is however only validated when: you add a job for a stocked item and Inventory is integrated to General Ledger you add a job for a non-stocked item and Work in Progress is integrated into General Ledger The ledger code is not validated at this time if integration is not set as above, but if you post to the job via Accounts Payable or Cash Book you need to enter a valid ledger code.
Non-stocked WIP ledger code	This indicates the WIP ledger code to use for a non-stocked item. The only time the ledger code for a non-stocked item is used in a job is when the job is created from a quotation/estimate.
Job classification	Your entry here overrides the default job classification configured for the operator (Operators). When you access the Job Entry program from within the Advanced Trial Kitting (Legacy) program to create a job and the job classification is not yet defined, then the default job classification against the stock code is used as the job classification. This preference is not applied when creating jobs from the Job Review program.
Job priority	Your entry here overrides the default job priority that is assigned when creating jobs. The default job priority is 50. This preference does not apply when creating jobs from the Job Review or Job Creation Import programs.
Routing	Indicate the default routing that must be used when adding a job for a stocked item if the option: Alternate routings is enabled (Bill of Materials Setup). This preference does not apply when creating jobs from the Job Review or Job Creation Import programs.
Date calculation method	This preference only applies to direct job creation using the Job Entry program and not when you access the Job Entry program from within the Job Review program by maintaining a suggested job. When you create a live job from a suggested job via MRP Job Review, it is assumed that all the dates are correct (whether you set these dates by maintaining the job in MRP Review, Forward Finite Scheduling or Snapshot job maintenance). When the live job is created the information is simply copied from the snapshot data to the live data. Option Description Delivery date to be calculated Select this to default to calculating the delivery date when creating a job. Start date to be calculated Select this if (when creating a job) you want to default to calculating the start date. Manually entered dates Select this if (when creating a job) you want to default to entering dates manually. If, against any component included in the job, you selected Create sub job for component (Structures and Routings) and against the job you select to Create sub jobs for components, then you cannot manually enter dates. This is irrespective of your selection at this option. The date calculation method is set to Start date to be calculated and cannot be changed. Finite scheduled delivery date Select this if (when creating a job) you want to default to calculating the delivery date according to the available free capacity. Your entry at the Maximum generated queue time (days) option (Work in Progress Setup) determines the number of days that the program will try to load the job.

Job Details

Field	Description
Job	This indicates the number allocated to the job.
Hierarchical job	Select this to create a hierarchical job. This option is disabled when creating a job linked to a sales order, as you need to create a hierarchical sales order in order to link a hierarchical job to a sales order line. If you select this option and the Copy material and labor allocations option, then the Job confirmed option is disabled. This is to ensure that hierarchies are defined against material and labor allocations at the time of confirming the job.
Non-stocked	Select this to create the job for a finished item you do not stock.
Stock code	Indicate the finished item required to be made. Considerations If you enter the code of an item which is not made-in or subcontracted, a warning is displayed, but you will be allowed to continue. If you enter the code of an item defined as a Co-product (Stock Codes), then you are prompted to change this to the code of the notional part to which the co-product is attached. Although co-products can be manufactured individually (i.e. not as part of a notional part), they must be manufactured on a different route. For example: You attach a co-product to a notional part on Route 0. To manufacture the co-product on its own, you need to define a bill of materials for the co-product using a different route, such as Route 1 (see Structures and Routings). For a multi-grade co-product structure, a job can only be created for the principle co-product, which is the co-product with a planning weight of 1. Therefore, if you enter the code of a notional item for a multi-grade co-product structure (Setup Options), you are prompted to create the job for the principle co-product of the structure. The same prompt is displayed when you enter the code of a non-principle co-product in a multi-grade co-product structure. The structure and routing for the notional part however, is used for the job. You cannot create a job for a notional part with no co-products attached, because the material and labor cost apportionment for the co-products need to be correctly allocated. If the job is being created from the Asset Capex Items program for a capex requisition line, then this field defaults to the asset code defined against the capex line if both the Asset code and the Stock code are defined as being Alphanumeric. A warning message is displayed when the asset code is alphanumeric and the stock code is numeric and a numeric stock code must be entered to create the job.
Stock description	Assign a description for non-stocked items. Considerations For stocked items, both the description and long description held against the stock code is automatically displayed. If the job is being created from the Asset Capex Items program for a capex requisition line, then this field defaults to the asset description defined against the capex line. When you maintain a job created from Sales Orders, the stock description from the sales order is used as the item's description for the job. If the description was changed and you want the description defined against the stock item (Stock Codes) to be reapplied to the job, then you can use the WIP Period End program and select the option: Update stock descriptions from inventory file.
Long description	This indicants the long description for the stock item being manufactured.
Job description	Assign a description for the job. For stocked items this defaults to the stock description, but can be changed. If you are creating sub-jobs for components, then the job description entered in this field is used as the job description for all attached sub-jobs. If you add a master Job, and do not change the Job description, then when you create the sub-job(s), the master job retains its description and the sub job is created with its own job description. If you add a master job and change or enter a new Job description, then the job description entered is used for all attached sub jobs. If the job is being created from the Asset Capex Items program for a capex requisition line, then this field defaults to the asset description defined against the capex line, but can be changed.
Routing	Indicate the routing required for each operation. When you create a job from the Back Order Review program, the default Routing set in the Preferences is applied. This only applies when the option: Alternate routings (Bill of Materials Setup) is selected.
WIP branch	This lets you assign a WIP branch to the job using the Browse on WIP Branch program. For stocked items, this defaults to the WIP branch defined against the bill of material route, when the Alternate routings setup option is enabled (Setup Options > Preferences > Manufacturing > Bill of Materials). Else the WIP branch defaults to the following: For non-stocked items, this defaults to one of the following (in this order): The WIP branch defined against the job classification, if the General Ledger integration setup option Apply integration level at is defined as Job classification level (Setup Options > General Ledger Integration > General Ledger Codes > Work in progress integration methods). The WIP branch against the operator in the Operator Maintenance program. The WIP branch defined at company level (Setup Options > Preferences > Manufacturing > Bill of Materials). This field is disabled when maintaining a job that uses multiple WIP branches for work centers and operations. You can use the Transfer Job to WIP Branch program to transfer the job from the original WIP branch to the branch allocated to the operation, in order to administrate the costs per operation in separate WIP branch ledger accounts. This is only available if Work in Progress is integrated to the General Ledger by WIP branch, which is defined at the Apply integration level at setup option (Setup Options > General Ledger Integration > General Ledger Codes).
Branch description	This indicates the description for the branch code.
Warehouse	Indicate a specific warehouse to be used for the finished stock code. If the Preference: Use route defined against warehouse control is selected, then the warehouse route is used as the route to use and the EBQ and Pan fields displayed are updated with the warehouse reorder quantity and warehouse pallet quantity respectively. If the job is linked to a sales order and you change the warehouse, you are prompted to also change the warehouse for that sales order line. If you select Yes, then the sales order line is changed. If you select No, then the sales order is not changed. If you do not select to update the sales order, then when you receipt the job, the sales order quantity remains on back order and the order is not displayed in the Back Order Review.
Warehouse description	This indicates the description for the warehouse code.
Customer	Indicate the customer for whom the job is being created. When processing a part billing, this is the customer for which the sales order is created. If, in Browse on Customers you set the Sequence to Customer Name or Customer Short Name, then you can enter the customer's name or short name in this field if you press Alt+F9 first, even if your customer key is set to numeric (Company Maintenance).
Customer name	Enter the customer's name, if the customer is not held on file. If the customer is held on file, then this field displays the customer name defined against the customer code (Customers) and cannot be changed.
WIP Ledger code	This lets you select the ledger account to which you want the value of work in progress to be posted when a job is created to manufacture the finished stock item. You can only change the ledger account for jobs that haven't been confirmed and against which no transactions have been posted. A ledger code must be entered even if Work in Progress is not integrated into General Ledger (General Ledger Integration). This field is disabled when maintaining a job that uses multiple WIP branches for work centers and operations. If the Work in Progress module is integrated to the General Ledger at WIP branch level - as defined at the Apply integration level at setup option (Setup Options > General Ledger Integration > General Ledger Codes) - then the job costs are posted to the WIP ledger code defined against the WIP branch used for the operation. You can use the Transfer Job to WIP Branch program to move the job costs to the WIP ledger code defined for the operation, before the costs for the operation can be posted to the job. Default considerations The default ledger code depends on the integration level of Work in Progress to the General Ledger, which is specified at the Apply integration level at setup option: If the integration is defined at WIP branch level, the WIP control account defined against the branch in the WIP Branch Maintenance program is displayed. If the integration is defined at Job classification level, the WIP control account defined against the job classification in the Job Classification program is displayed. If the integration is defined at Company level, the ledger account defined in one of the following areas is used (in this order): The WIP GL accounts defined against the default warehouse (in the Warehouse Maintenance program) for the operator. The WIP ledger code defined at the Preferences settings of the Job Entry program. The WIP ledger control account defined against the stock code in the Stock Code Maintenance program. The WIP ledger code defined against the warehouse in the Warehouse Maintenance program. If none of these are defined, then the field defaults to the control account specified at company level that is defined at the Work in progress setup option at the General ledger control accounts section. For sub jobs, the default WIP ledger code is determined as follows: The ledger code defined against the stock code is used. The code defined against the warehouse is used. The ledger code defined against the master job is used. Ledger code validation If Work in Progress in not integrated to the General Ledger, the ledger code is only validated when: you add a job for a stocked item and Inventory is integrated to General Ledger. you are add a job for a non-stocked item and Work in Progress is integrated into General Ledger. The ledger code is not validated at this time if integration is not set as above, but if you post to the job via Accounts Payable or Cash Book you need to enter a valid ledger code. Jobs created from the Asset Capex Items program If the job is created from the Asset Capex Items program and the Assets module is integrated to the General Ledger (General Ledger Integration) then this field defaults to the Capex in progress account defined against the relevant asset branch/cost center/group combination defined using the Assets Ledger Interface program and cannot be changed. If the job is created from the Asset Capex Items program and the Assets module is not integrated to the General Ledger, then you can enter a ledger code in this field.
Quantity to make	Indicate a positive quantity of the finished stock item that is required to be made. This cannot be less than the quantity already manufactured and should not be less than the startup quantity on any operation for the job. We do no not recommend that you create a quantity that is less than 1, as this may result in incorrectly calculated costs for labor that is not directly dependent on quantity. The default quantity to make amount is determined by the buying rule assigned to the stock item. Depending on your selection at the Manufacturing quantity basis field (Stock Codes) either the economic batch quantity or the pan size is displayed alongside this field. If the job was created from Sales Orders, then the Quantity to make reflects the total for the sales order less any jobs that have already been created for that sales order. Use the Expected Job Cost Recalculation program to recalculate the costs after updating the quantity against an existing job. You can't change the quantity to make for an hierarchical job once the job is created. When changing the quantity to make against an existing job, floorstock and bulk issue items are NOT automatically adjusted. Use the Job Issues program and do a specific issue to the job for these items. This applies whether you increase or decrease the quantity to make. The required quantity of materials is, however, adjusted when the quantity to make is changed. If the job is for a notional part with a concurrent or sequential co-product structure (Setup Options) and you selected the option: Co-product against Quantity capture for co-product jobs (Work in Progress Setup) then you are prompted to enter the quantities to make for each individual co-product attached to the notional part (see Co-Products). The quantity to make for the notional part is then calculated accordingly. If you change the Quantity to make of a confirmed job and the option Automatically reserve allocations is enabled, then the reserved quantity for the allocation is adjusted accordingly. However, allocations linked to sub jobs and purchase orders are not recalculated and must be manually adjusted using the WIP Reservations Review or WIP Material Allocations - Maintenance programs.
Unit of measure	Indicate the unit of measure for the Quantity to make. You can create a stocked job in the Stocking, Alternate, Other or Manufacturing unit of measure, providing that the unit of measure selected is defined against the parent item (Stock Codes). For a non-stocked job, the default unit of measure defined against the non-stocked code is used and cannot be changed. The default unit of measure in job creation is as follows: When the job is created from a Sales order, the Sales order unit of measure is used. When the job is created directly from the Job Entry program and a Manufacturing unit of measure is defined against the stock code, then that is used. If this is not defined, then the parent unit of measure defined in the Structures and Routings is used. When the job is created using the Job Creation Import program, then the stocking unit of measure is used.
Gross quantity	Select this to indicate that your entry at the Quantity to make field refers to the gross quantity of the parent part. The program calculates the net quantity according to the operations defined in the bill of material for that parent part (i.e. the material allocations linked to the operation are inflated to cater for any scrap values). For example: Scrap for operation Qty to make Gross Net quantity Gross quantity 50% 200 Selected 100 200 50% 200 Not selected 200 400 The gross quantity to make is displayed on the Job Information pane. If you do not select this option, then it indicates that your entry at the Quantity to make field refers to the net quantity of the parent part. This option is enabled only if you enabled the option: Progressive scrap (Bill of Materials Setup).
Job classification	This indicates the group of jobs to assign this job. You can use the job classification as a selection criterion when printing reports in the Work in Progress module. In addition, if you are numbering your jobs by job classification, then the next number for this classification will be assigned to the job on the Trial Load screen. Any non-blank entry made here is validated. However, you are only required to make an entry here if you selected the Job creation option: Job classification required (Work in Progress Setup). When you create a job from the Advanced Trial Kitting (Legacy) program and the job classification is not defined, then the default job classification against the stock code is used. When creating sub jobs, the Job classification defined against the parent is used for the component sub job if a default job classification against the component is not defined in Stock Codes. When creating the master job for the parent, the default job classification against the parent in Stock Codes is initially loaded but can be changed. There are a number of programs in SYSPRO from which you can configure a default entry for this field. The job classification assigned to the parent stock code takes precedence. If this is blank, then the job classification assigned within the job preferences function is used. If this is blank, then the default job classification assigned to the operator is used (Operators). If this is blank then you will be required to manually enter a job classification. If you are importing jobs using the Job Creation Import program, then the job classification defined in the import file is used. If the job classification is not defined in the import file, then the job classification is assigned according to the above defaults.
Tender date	The entry made here is used for documentation purposes when printing your factory documentation.
Job priority	Indicate the priority of the job by entering a number in the range 1 to 99 (where 1 indicates the lowest priority and 99 indicates the highest priority).
Dates	When creating a job for a parent item which has sub jobs and against the parent item you selected the options: Create sub jobs for components and Include allocations, then the only date calculation method that can be selected for the parent item is Start date to be calculated. The Elapsed time, start and end dates are recalculated when you change the job quantity or when you re-run the trial load. Refer to WIP Trial Loading for additional information on Trial loading.
Date calculation method	Select this to load operations according to the elapsed time (dynamic or fixed), move time and fixed queue times from a specified start date to calculate a delivery date. The work center capacity calendar is used only to establish non-working days. Therefore, the work center capacity calendar must be correctly defined for each work center (Capacity Calendar Maintenance) or the calculated delivery date or start date may fall on a non-working day of the factory calendar. Note that it is possible for a work center to work on non-working days defined in the factory calendar. For example in brewing, whilst the beer is fermenting it is doing so 24/7 even though no one is in the factory. This is why the work center capacity calendar is used and not the factory calendar. Option Description Delivery date to be calculated Select this to load operations according to the elapsed time (dynamic or fixed), move time and fixed queue times from a specified start date to calculate a delivery date. The work center capacity calendar is used only to establish non-working days Start date to be calculated Select this to load operations according to the elapsed time (dynamic or fixed) move time and fixed queue times from a specified delivery date to calculate a start date. The work center capacity calendar is used only to establish non-working days. The program processes each operation attached to the finished item and assumes the queue date of the first operation to be the start date of the job. The finish date of the first operation is calculated by adding the queue time and elapsed time of that operation. The start date of the next operation is the finish date of the previous operation plus one day plus movement time. The delivery date of the job is equal to the finish date of the last operation plus movement time. Manually entered dates Select this be able to enter the start and delivery dates. If, against any component included in the job, you selected Create sub job for component (Structures and Routings) and against the job you select to Create sub jobs for components, then you cannot manually enter dates. This is irrespective of the preferences selected. The date calculation method is set to Start date to be calculated and cannot be changed. Finite scheduled delivery date Select this to load operations according to the available free capacity, thereby calculating elapsed and queue times from a specified start date to calculate the delivery date. This option is also available when load leveling is selected and you are copying materials and labor for a non-stocked code (see Browse on Jobs). This is re-checked in the copy routine and if no labor allocations are copied, then you can either set focus back on the copy window or set the date calculation method to 'D' delivery date. You cannot select this option for any of the following reasons: you have not indicated that Work in Progress load leveling is required (Work in Progress Setup) no operations are held against the job the Bill of Materials module is not installed Typically, the planner estimates material availability to establish a start date and then loads the job in forward finite mode in order to give the customer a realistic delivery date. If the calculated delivery date is satisfactory, the planner will have achieved the aim of loading the job without disturbing any other planned job. If the calculated delivery date is unsatisfactory, the planner may try loading in backward infinite mode from the desired delivery date. Obviously, if the calculated start date is earlier than when the necessary materials can be obtained, the planner will load the job using forward infinite mode from the materials supply date. The planner will then have to enter the Load Levelling program and attempt to adjust other jobs to eliminate overloads. The planner should not use forward finite mode unless already working with dynamic elapsed times and a realistic base capacity profile.
Include overtime % in date calculation	Select this to include the value calculated from the overtime percentage when determining the available capacity for the work center for the job being loaded. The overtime percentage is held against the work center and is used optionally within the calculations of both the capacity available on a given day for the work center and the calculation of the capacity that can be used by an operation on a given day. It is treated as a percentage over and above the normal capacity. You can only select this option if you selected the Finite scheduled delivery date option.
Start date	This indicates the start date of the job. If you did not select the option: Include allocations, then you will be required to manually enter the start and delivery dates of the job. If you selected the option: Structure on/off dates (Bill of Materials Setup) then the structure on/off dates are checked against this start date irrespective of the date calculation method selected.
Delivery date	This indicates the delivery date of the job. If the job is created from Sales Orders, then: The start of the job delivery date is either the line ship date (from the Sales Order Detail table) if the sales order is scheduled or an SCT type order, or the order ship date on the order header (from the Sales Order Master table). The program then adds the item's Dock to stock (days) (Stock Codes) to the days defined at the Days after stock arrival it can be used option (Requirements Planning Setup). This is irrespective of whether the Requirements Planning module is installed. The factory calendar is used to calculate the working date on which the job must be receipted sets this to the default delivery date. Therefore, if you require the delivery date to equal the line ship date, you need to set the Dock to stock days against the item to zero and enter 0 at the Number of days after stock arrives that it can be used option.
Job Options
Job confirmed	Indicate that the job is confirmed. You cannot post operations and materials to jobs that have not yet been confirmed. Jobs that are already confirmed can only be unconfirmed if the job has not yet been started (i.e. no operations or materials have been issued). You can indicate that jobs are confirmed by default (Work in Progress Setup). When you select to create a hierarchical job and you select the option: Copy material and labor allocations, the Job confirmed option is disabled irrespective of whether you selected to confirm jobs by default (Work in Progress Setup). This is to ensure that hierarchies are defined against material and labor allocations at the time of confirming the job. The Job confirmed option is also disabled if you create a hierarchical job for a stocked item.
Reserve lots/serials at job confirmation	Enable this to reserve lots for traceable items and serials for serialized items when the job is confirmed. This option relates to your selection at the four options to reserve lots and/or serials for parent items, and reserve lots and/or serials for material allocations (Work in Progress Setup). Enabling this option allows you to defer the reservation of lots and serials for traceable and serialized items until the job is confirmed (i.e. the WIP Reserve Lots & Serials Maintenance program will only be loaded when the Job confirmed option is enabled). This option is not related to the Reserve stock for confirmed jobs setup option in Work in Progress Setup, which is used to reserve stock for material allocations at stocking level at the time of confirming created jobs. The Reserve stock for confirmed jobs option refers to the entire stock code and quantities in the warehouse, and is not related to lots and serials specifically.
Sequence checking on operations required	Enable this to indicate that operations are required to be entered in sequence when posting hours in the Labor Posting program. You can indicate that sequence checking on operations is required by default (Work in Progress Setup). You cannot enter transactions against an operation if work has not already commenced on the previous milestone operation.
Include allocations	Select this to indicate that material and/or operation allocations must be created for the job from the allocations and offsets defined within the structure and routing file. When you select this option and components and operations are defined for the parent item, the allocations are assigned to the job automatically from the details held against the structure. These allocations can then be maintained using the Job Maintenance option. This option is only enabled if the Bill of Materials module is installed and the job is for a stocked item. If the Bill of Materials module is not installed, then this option is set to No and cannot be changed. In addition, no material or operation allocations are assigned to the job.
Create sub jobs for components	Select this to create the required sub jobs for all components in a structure against which you indicated that a sub job must be raised (within the Structures and Routings program). This will create, in effect, a bill of jobs for all relevant components down the BOM chain. You can only access this option if you selected the option: Include allocations. If alternate routings are in use and material allocations exist for the sub-assembly parent item on the bill of material or estimate for the current route, then the program uses the current route to create the sub job. If there are only operations, then the program prompts you to choose whether to create the sub job for the current route, or use route 0 (this will apply to all subsequent sub jobs). If there are no materials or operations for the current route, then the program uses route 0 to create the sub job. When manufacturing co-products, you cannot link a sub job with multiple outputs to a master job. If a component is a co-product and is manufactured on the route via a notional part, then you cannot create a sub-job for the component. All sub jobs are automatically created with a batching rule of lot for lot. When you attempt to create a job and sub jobs for allocations, and one or more of the allocations are not stocked in the selected warehouse, a message indicating this is displayed and no jobs are created.
Copy material and labor allocations	Select this to copy material and labor allocations from a stocked bill of material to your job for the non-stocked item. This option is only enabled when you create a job for a non-stocked item. However, when you create a job for a stocked item, you can select the Copy option from the WIP Material Allocations - Browse program to copy material allocations to the job. You typically select this option when you need to manufacture a non-stocked item which is similar to a made-in stocked item for which a bill of materials already exists. Once you have copied the bill of material from the stocked item you can change the material and/or labor allocations as required for the non-stocked item. You can set this option to be enabled by default for all non-stocked jobs you create using the Preference: Copy material and labor allocations. When you select this option, the Job confirmed option is disabled to ensure that hierarchies are defined against material and labor allocations at the time of confirming the job.
Override components warehouse to use	By default, components are issued from the warehouse to use defined on the BOM Structure (Maintain Components for Stock Code). If this is not defined, then the warehouse to use held against each component (specified at the Warehouse to use field of the Stock Codes program) is used when allocating material to the job. This option is applied when no warehouse is defined on the BOM structure. It enables you to indicate a specific warehouse that must be used when issuing all components to the job. The warehouse entered at the Warehouse to use for components is then used instead of the one defined on the Inventory master. Irrespective of your selection here, if there is a warehouse to use specified against the component in Structures and Routings, then that warehouse is used. This option is only available when manually creating jobs (i.e. not when creating jobs from MRP) and can only be selected when initially adding the job.
Warehouse to use for components	Enter the warehouse that must be used when issuing all material to the job. This applies when you select the option: Override components warehouse to use. If the component is not stocked in the warehouse specified here, then the warehouse to use held against the component (specified at the Warehouse to use field of the Stock Codes program) is used.
Automatically reserve allocations	Enable this to automatically reserve stock for allocations when creating the job subject to the following: The option: Reserve stock for confirmed jobs (Work in Progress Setup) is enabled. The job is set to Confirmed. If an allocation is linked to a Sub job or a Purchase order, then the Sub job or Purchase order quantity is used first to satisfy the quantity required for the allocation. Thereafter, any remaining quantity still to be reserved must be reserved manually using the WIP Reservations Review program. Reservations are recalculated when you change the Quantity to make for a confirmed job. However, allocations linked to Sub jobs and Purchase orders are not recalculated. These must be adjusted using the WIP Reservations Review or WIP Material Allocations - Maintenance programs. If an allocation is ECC controlled at revision or release stock level and the item is not lot traceable but multiple bins are installed, then the reservation takes place based on the quantity available in the default bin against the stock code warehouse. The total quantity required is reserved for each allocation unless the stock quantity available is not enough. In this case, the total available quantity is reserved. Stock for the following items must be manually reserved using the Reserved lots and serials column of the WIP Reservations Review program: serialized items lot traceable items ECC controlled items which are lot traceable and stock control is at revision or release level Stock cannot be reserved for: Bulk issue items - unless these are added as normal allocations to the job Floorstock items Non stocked items Allocations with a negative quantity required You need to manually create reservations using the WIP Reservations Review or WIP Material Allocations - Maintenance programs when this option is not enabled.
Billing information	You use these options (when creating a job for a non-stocked item) to indicate a selling price for the finished item; the expected unit costs for operations and materials; and to assign additional percentage charges to the job. You must enter all monetary values in your local currency.
Traceable	Select this to indicate that the finished stock code is a traceable item. When part billing the job, a lot number is created for the finished stock code. You can only select this option if the Lot Traceability module is installed. If you selected the option: Parent traceable if component traceable (Lot Traceability Setup) then you cannot issue any traceable materials to a job that is not defined as traceable.
Selling price	Enter the selling price of the finished item. This value is used in the Part Billings program to determine the value of the sales order. If the job is being created from the Asset Capex Items program for a capex requisition line, then you will be unable to change the selling price using the Browse on Jobs program. When a job is created from a sales order, the selling price is taken from the sales order. However, the job's selling price is not updated when the sales order is maintained and the price is changed. When a job is imported, the selling price of a non-stocked item is taken from the import file, while the selling price of a stocked item is taken from the inventory master and price tables.
Original expected operation unit cost	Enter the expected unit cost for operations. This value is used to print a variance report indicating the difference between the actual and expected costs of the job.
Original expected material unit cost	Enter the expected unit cost for materials. This value is used to print a variance report indicating the difference between the actual and expected costs of the job.
Operations charge percentage	Enter an additional percentage charge for operations. This value is used in the Part Billings program to increase the value of unbilled operation entries held against the job. This enables you to charge a customer based on the cost value of hours booked to a job, plus the operation percentage added on.
Material charge percentage	Enter an additional percentage charge for materials. This value is used in the Part Billings program to increase the value of unbilled material entries held against the job. This enables you to charge a customer based on the cost value of material issued to a job, plus the material percentage added on.
Profit percentage	Enter an additional profit charge percentage for the job. This is used in the Part Billings program to increase the invoice value by a given percentage.
Expected unit cost
ECC information	These options apply when you create a job for a stock item which is defined as ECC controlled (Stock Codes). If you reserved lots and/or serials against the job and you change the revision/release then: if the lots/serials are new and not used elsewhere in the system, then the revision/release against the reserved lots/serials is updated with the new revision. if the lots/serials exist elsewhere in the system, then the reserved lots/serials are released and you will need to manually reserve lots/serials against the new revision/release. When you change the revision/release for an existing job, the material/labour allocations are not automatically updated to be correct according to the bill of material for that rev/rel. In addition, if the job was created from a sales order or an RMA, then these are not automatically updated to reflect the new rev/rel saved against the job. A warning message to this effect is displayed.
Revision	Enter the revision number required for the parent item.
Release	Enter the release number required for the parent item.
Links
ATP	Select this to use the Inventory ATP Query program to view the available to promise details for a particular stock code/warehouse combination.
Co-products	Select this to define quantities of co-products to make for the job. This option is only enabled if the job is for a notional part (see Co-Products). If you selected Notional at the Quantity capture for co-product jobs option (Work in Progress Setup) then you use this link to indicate the co-products for the job.
Configurator	Select the Configure hyperlink to create a customized product using the Product Configurator Wizard Program: CFGPC1.

Stock Code Interchange

The Field Selector at the Stock code field enables you to select which stock code linked to a SYSPRO stock code you want to enter in the Stock code field when adding a job.

Field	Description
Select Using Alternate key 1	Select this to be able to enter the code defined in the Alternate key 1 field of the stock item (Stock Codes).
Select Using Customer Interchange	Select this to enter the customer's stock code that is linked to a SYSPRO stock code in the Stock code field. This option is only available after you enter a Customer for the job. To enable the interchange of stock codes for the customer: Enable the Stock code interchange required option against the customer (Customers). Use the Customer Stock Codes program to define the link between the customer's stock code and the SYSPRO stock code.
Select Using Supplier Interchange	Select this to be able to enter the supplier's catalogue number that is linked to a SYSPRO stock code in the Stock code field. After you enter and accept the supplier's catalogue number, the equivalent SYSPRO stock code is entered in the Stock code field. To enable the interchange of supplier catalogue numbers and SYSPRO stock codes: Enable the Supplier/stock code interchange system option (Inventory Setup). Define a supplier code against the SYSPRO stock code (Stock Codes). Use the Supplier Stock Code Cross Reference program to create links between the supplier's catalogue numbers and SYSPRO stock codes.
Select Using Matching Stock Codes	Select this to be able to enter a partial SYSPRO stock code in the Stock code field and view the stock codes matching your partial entry in a listview. This enables you to select the full stock code you require from the listview.
Select Using Approved Manufacturers	Select this to be able to enter an approved manufacturer's part number in the Stock code field. You use the Approved Manufacturers Parts program to define details of approved manufacturers' part numbers and to link these part numbers to your SYSPRO stock codes.
Remove This Selection	Select this to be able to enter only the full SYSPRO stock code in the Stock code field.
Interchange popup toolbar	This is displayed when you select one of the stock code interchange options. Depending on your selection, you will enter either the alternate key 1 code, the customer's stock code, the supplier's catalogue number, a partial SYSPRO stock code or an approved manufacturer's part number in the first field.
Go	Select this arrow to use the stock code entered.
Close	Select this to close the interchange popup toolbar for the current job and return to the Stock code field.
Remove	Select this to remove the current interchange selection, close the interchange popup toolbar and return to the Stock code field. The interchange popup toolbar is not automatically displayed again for the current job.

Job Information

The following information is included in this pane.

• Quantity

  The program calculates the net quantity according to the operations defined in the bill of material for that parent part (i.e. the material allocations linked to the operation are inflated to cater for any scrap values).

  For example:

  Scrap for operation	Qty to make	Gross	Net quantity	Gross quantity
  50%	200	Y	100	200
  50%	200	N	200	400

• Dates

  If you are using the Factory Scheduling module and you selected the option: Update planned dates to scheduled dates (Factory Scheduling Setup) then planned dates against a job are updated with the scheduled dates from the Factory Scheduling system.

  • Delivery date

    When suggested jobs are created as live jobs, the suggested job's delivery date is saved as the original delivery date.

Stock Information

This pane displays details of the stock item for which you are creating the job.

Field	Description
Batching rule	This indicates the batching / buying rule for the stock item that is used by the Requirements Planning system and indicates how quantity shortages for the stock item are addressed. A - Lot for lot The order quantity is the shortage quantity. All sub jobs are automatically created as lot for lot. You would typically select this batching rule when implementing MRP (Requirements Planning) in SYSPRO for the first time. The rule simply generates planned supply (jobs, purchase order requisitions and purchase orders) for the actual net shortage in demand for each period. Once you have familiarized yourself with SYSPRO's Requirements Planning module, you can implement the other batching rules as required. B - Multiples of EBQ To calculate the order quantity, the shortage quantity is rounded up to the next multiple of the economic batch quantity. For example: If the Economic batch quantity is 10 and the shortage is 32, then the order quantity will be 40. 4 x EBQ (10) = 40. The system will always exceed and never short manufacture/buy. C - Fixed time period When a shortage is encountered, the order quantity is calculated by adding all the shortages in the fixed time period ahead (i.e. a consolidation of all orders in the chosen time period into a single order quantity). For example: If the shortage is 32 today and 14 tomorrow, and the fixed time period is 1 day (1 future working day) then the order quantity will be 46 (32 + 14). D - Order to maximum if shortage When a shortage is encountered, the order quantity is calculated to increase the stock holding up to the maximum quantity defined against the warehouse. For example: If the shortage is 32 and the maximum quantity is 100, then the order quantity will be 132 (32 + 100). This is because the shortage of 32 must be filled, plus 100 are required to bring the stock holding up to its maximum of 100. E - Order to max if less than min As soon as the result field falls below the minimum quantity (during netting-off) an order quantity is calculated to order enough to increase the quantity available up to the maximum quantity. For example: If the minimum quantity is 50 and the maximum quantity is 200 and the result field is 12, then the order quantity will be 188 (200 - 12). When you select this option, the MPS Review and MRP Master Production Schedule programs use the minimum and maximum quantities defined against the warehouse to calculate the suggestions made. Safety stock is not taken into account. F - Multiples of pan This rule is identical to rule B, except that the pan quantity is used instead of the economic batch quantity. To calculate the order quantity, the shortage quantity is rounded up to the next multiple of the pan size. For example: If the Pan size is 10 and the shortage is 32, then the order quantity will be 40. G - Multiple EBQ lots If a shortage occurs, then multiple orders are created to satisfy the shortage, each the size of the Economic batch quantity. For example: If the Economic batch quantity is 10 and the shortage is 32, then 4 orders (each having an order quantity of 10) are suggested. H - Multiple pan lots This rule is identical to rule G, except that the pan quantity is used instead of the economic batch quantity. If a shortage occurs, then multiple orders are created to satisfy the shortage, each the size of the pan. For example: If the Pan size is 10 and the shortage is 32, then 4 orders (each having an order quantity of 10) are suggested. I - Min of EBQ If a shortage occurs, the order quantity is the quantity required to meet the shortage, unless this is less than the Economic batch quantity (in which case the EBQ is used). For example: If the Economic batch quantity is 10 and the shortage is 8, then the order quantity is 10 (the 8 required to meet the shortage is less than the EBQ, so the EBQ is used). However, if the shortage is 32 and the Economic batch quantity is 10 then the order quantity is 32. J - Minimum of pan This rule is identical to rule I, except that the pan quantity is used instead of the Economic batch quantity. If a shortage occurs, the order quantity is the quantity required to meet the shortage, unless this is less than the Pan size (in which case the Pan size is used). For example: If the Pan size is 10 and the shortage is 8, then the order quantity is 10 (the 8 required to meet the shortage is less than the Pan size, so the Pan size is used). However, if the shortage is 32 and the Pan size is 10 then the order quantity is 32. K - Multiples of EBQ fixed time This rule is a combination of rules B and C. The order quantity is calculated by adding all the shortages in the fixed time period ahead. Once this total shortage quantity has been calculated, then this is rounded up to the next multiple of the Economic batch quantity. L - Multiples of pan fixed time This rule is a combination of rules F and C and is identical to rule K, except that the pan quantity is used instead of the economic batch quantity. The order quantity is calculated by adding all the shortages in the fixed time period ahead. Once this total shortage quantity has been calculated, then this is rounded up to the next multiple of the Pan size M - Multiple EBQ lots fixed time This rule is a combination of rules G and C. The order quantity is calculated by adding all the shortages in the fixed time period ahead. Once this total shortage quantity has been calculated, then multiple orders (each the size of the Economic batch quantity) are suggested. N - Multiple pan lots fixed time This rule is a combination of rules H and C and is identical to rule M, except that the pan quantity is used instead of the Economic batch quantity. The order quantity is calculated by adding all the shortages in the fixed time period ahead. Once this total shortage quantity has been calculated, then multiple orders (each the size of the pan) are suggested. O - Min of EBQ thereafter multiples of pan If a shortage occurs, the order quantity is at least the Economic batch quantity. However, if the EBQ is insufficient to satisfy the shortage, then the remaining shortage is rounded up to the next multiple of the pan quantity. For example: If the Economic batch quantity is 10 and the pan quantity is 5, a shortage of 3 would cause an order quantity of 10 (the shortage is less than the EBQ). A shortage of 23 would cause an order quantity of 25. P - Suppress MRP ordering Demand generated for this item won't result in any suggested replenishment orders, unless you have indicated that batching rules must be overridden (Setup Options > Preferences > Manufacturing > Requirements Planning). This is the default batching rule for an item defined as a By-product and cannot be changed. In addition, when you set the Stock code status to Clear, the batching rule for that stock code is automatically set to P - Suppress MRP ordering. This cannot be changed until the Stock code status is changed to either Normal or Temporary. Q - Apply warehouse order policy This indicates that you want to define the order policies against the individual warehouses in which the item is stocked, using the Warehouse Maintenance for Stock Code program (Program List > Inventory > Setup). Different order policies can be defined for each warehouse in which the item is stocked. The following order policies are available: C - Cover shortages I - Cover shortages if less than min M - Order to max if less than min O - Cover shortages less than min overages up to max P - Suppress MRP ordering S - Order to max if shortage
Order policy	This indicates the order policy for the stock item, which depends on the equivalent batching rule. The order policy defined against the warehouse to use (Stock Code Maintenance) is applied when the Consolidate selected warehouses option is enabled (Requirements Planning Setup). The following order policies are available: C - Cover shortages This order policy covers shortages irrespective of any other settings specified for the warehouse like minimum quantity, etc. For example: If the available is 7, the demand 40 and the minimum 20, then MRP will suggest supply of 33. This is the 33 required to meeting the demand (7 - 40 = 33). The 20 to meet the minimum is ignored. The 33 will be determined by the other options selected like pan size, multiples of pan, economic batch quantity (EBQ), etc. This order policy is basically the same as I - Cover shortages if less than min, except that it ignores the minimum, i.e. the order point is reached when available is insufficient to meet the demand (effectively, the minimum is taken to be zero, even if it isn't). I - Cover shortages if less than min If the quantity available minus the demand is less than the minimum level, then MRP will recommend supply to meet demand and to top up to the minimum level. For example: If available is 7, demand is 40 and minimum is 20, then the suggested supply will cover the shortage of 40, less the quantity on hand (7 - 40= -33). This is the shortfall that will be added by the system. As the warehouse minimum is 35, a further order for 35 will be produced to get to the warehouse minimum. The minimum warehouse quantity should be the minimum stock level being retained in the warehouse. If the available drops below the minimum stock level, suggestions will be raised to achieve the minimum stock level. If demand is raised causing the available quantity to fall below the minimum stock level, suggestions will be raised to satisfy the demand without compromising the minimum stock level. This ignores the Fixed time period (days) option defined in the Stock Code Maintenance program. This rule can be used with the Inventory Optimization module. Dynamic safety stock levels can be applied, i.e. minimum stock levels per period, without the need for a maximum stock level. The rule orders up to the minimum regardless of whether the min/max levels are defined against the warehouse or against the Inventory Optimization module. S - Order to max if shortage This ignores the minimum. The order point is reached when the quantity available is insufficient for the demand. This ignores the Fixed time period (days) option defined in the Stock Code Maintenance program. M - Order to max if less than min If demand causes available to be less than the minimum, then MRP will recommend supply up to the maximum. This ignores the Fixed time period (days) option defined in the Stock Code Maintenance program. When using the Inventory Optimization module, the goal of this policy is to suggest supply that will satisfy the target service level defined against the IO policy defined in the IO Policies program. O - Cover shortages less than min overages up to max If the business needs to increase stock in preparation for an event, this order policy will allow them to build stock to the maximum, irrespective of how much stock there is in the warehouse. The stock level may go slightly over the maximum quantity, depending upon batch size, but will never go below. This caters for raising a suggestion when the minimum stock level in the warehouse is greater than the demand. Further supplies can be raised outside of MRP until the maximum is reached, at which time a cancel action is raised (i.e. when the supply quantity exceeds the warehouse maximum for that stock code). This could be used where demand is seasonal and supply can't match demand until a later stage, resulting in an increase in the stock holding level until the maximum has been reached. This order policy was developed to allow building stock for an event like a promotion and ignores all quantities except maximum quantity and batch size. For example: If the warehouse minimum is 100 and the warehouse maximum is defined as 200, the policy will keep 100 in stock using MRP suggestions while taking all demand into account. Supply created in the form of purchase orders or internal jobs will be kept to a maximum of 200 while considering all demands, stock on hand, etc. The purchase orders or internal jobs in excess of the maximum will be canceled by MRP. This policy can also be applied to co-products that are produced via a notional part, as the notional part is the driver for the order policy. If you manufacture a co-product without a notional part, it is handled like a normal made-in item. Considerations: This feature is not applied to ECC depletion. This option applies to sites that are not licensed for the Inventory Optimization modules, but which are using warehouse order policies in MRP. This rule can only be used if the Schedule jobs and purchase orders setup option is enabled (Setup Options > Configuration > Manufacturing > Requirements Planning) and when running the Requirements Calculation in legacy mode. When this order policy is applied to co-products, it must be applied to the notional part and use the min/max levels defined against the notional part (i.e. ignore the min/max levels defined against the co-product). P - Suppress MRP ordering Demand generated for this item will not result in any suggested purchase orders. S - Order to max if shortage This ignores the minimum. The order point is reached when the quantity available is insufficient for the demand. This ignores the Fixed time period (days) option defined in the Stock Code Maintenance program.

List of Created/Maintained jobs

The list of jobs created or maintained during the current run of the program is displayed in this pane.

Note that when creating Master and Sub Jobs, only Master Jobs are added to the list.

Column	Description
Job	This indicates the job number which was added or maintained.
Stock code	This indicates the parent part of the job.
Quantity	This indicates the quantity to make of the parent part.
Unit of measure	This indicates the unit of measure for the quantity.
Status	This indicates whether the job was created (added) or maintained.

Co-Products

This screen is automatically displayed when you create a job for a notional part with a concurrent or sequential co-product structure and you selected the option: Co-product against Quantity capture for co-product jobs (Work in Progress Setup). This screen enables you to enter the quantities to make for each individual co-product attached to the notional part. The quantity to make for the notional part is then calculated.

If you selected Notional against Quantity capture for co-product jobs (Work in Progress Setup) then you need to select the Co-products option in the Links section of the Job Details pane to display this screen. You can then edit the co-products for the notional part job.

You cannot create a job for a notional part with no co-products attached, because the material and labor cost apportionment for the co-products must be allocated.

Field	Description
Close	Select this to return to the previous screen.
Sequential/Concurrent/Proportional Co-products	This listview displays the sequential, concurrent and proportional co-products attached to the notional part.
Co-product Quantities	You can only maintain a co-product quantity to make, of a notional part job, through the Job Entry program, as any change you make to a co-product can influence the other co-products against that job and will definitely have a bearing on the notional quantity as well as the materials and operations. You can only change the quantity to make for co-products if the setup option: Quantity capture for co-product jobs is set to Co-product (Work in Progress Setup). The quantity to make for the co-products can be changed providing the quantity to make exceeds the quantity already manufactured.
Save	Select this to save the quantity entered for the co-product.
Quantity per notional	This indicates the quantity of the co-product to make per notional part made. Enter the quantity of the co-product to make per quantity of the notional part made. You can only define this quantity for proportional co-products (BOM Co-Product Maintenance).
Quantity to make	Enter the quantity of the co-product that you want to manufacture in the current job. You can only define this quantity for concurrent or sequential co-products.
Notional quantity	This indicates the quantity of the notional part that must be made. This field is automatically recalculated when you change the quantity to make for sequential or concurrent co-products.
Include co-product	Select this to manufacture the optional co-product as part of the current job. This option is only enabled if the co-product is defined as optional against the notional part (see BOM Co-Product Maintenance). You cannot exclude co-products from being manufactured if the job is confirmed. When a co-product is excluded, the remaining co-product percentages are re-apportioned. If you do not select this option then the optional co-product is not manufactured as part of the current job. When you exclude a co-product, the material quantities required and the operation run times are reduced by the cost apportionment percentages. The costs apportioned to the excluded co-products are re-apportioned against the remaining co-products. If you exclude a co-product which is apportioned at 100% to a material allocation or an operation, then that material allocation or operation is excluded. You can only exclude optional co-products from being manufactured up to the time that the job is confirmed. Once confirmed and work starts on the job, material and labor costs are apportioned according to the cost percentages against the co-products and therefore co-products cannot just be deleted from the job.
Proportion of quantity %	This indicates the proportion of the total 'build' that the co-products make up. This percentage cannot exceed 100%, but can be less. The percentage is recalculated when you change the quantity per for Proportional co-products, because the material and labor cost apportionment ratio between the co-products needs to remain the same. The material, labor and subcontract operation percentages also need to be recalculated back to 100% when a co-product is excluded.

Trial Loading

Trial Loading is used to load operations held against the job onto the productive capacity of a work center.

Considerations

• You are prompted to run a trial load when any of the following occur:

  • You change the quantity to make against a job.

  • You change the dates against a job which uses manual dates.

  • You change the date calculation method to Manual against a job.

• The trial load is automatically run when any of the following occur:

  • When you maintain a job that has progressive scrap and which uses a manual date method. The trial load automatically runs to correctly calculate the material and labor allocations for the job.

  • If you have a notional part job which uses manual dates and any of the co-product quantities change or co-products are excluded.

• If the Use factory calendar for move times setup option is enabled (Setup Options > Preferences > Manufacturing > Bill of Materials):

  Operations are loaded according to the company calendar (see Company Calendar).

  If the Use factory calendar for move times setup option is disabled:

  Operations are loaded according to the work center calendar (see Capacity Calendar Maintenance).

• The Elapsed time, start and end dates are recalculated when you change the job quantity or when you re-run the trial load.

• The calculation of the total number of days required to complete all operations (i.e. queue time, elapsed time, start time, complete time and move time) is affected by your selection at the setup option: Operation to end earlier than prior (Work in Progress Setup).

• If sub jobs need to be created for components, then no trial load takes place and backward infinite loading (i.e. Start date to be calculated) occurs for all jobs, regardless of any predefined date method preference.

  Once you accept the master job, you will be unable to cancel the creation of any subsequent sub jobs for that master job.

  The job priority assigned to the master job is incremented by one for each sub job that is created, unless the master job's priority is set to 99 (in which case all sub jobs are assigned a job priority of 99).

  All sub jobs are automatically created with a batching rule of lot for lot.

  A job created from the Asset Capex Items program for a capex requisition line cannot be linked as Master/Sub job.

Resource Locking

Resource locking is used to manage access during trial loads, particularly when the Date calculation method for planned jobs setup option is defined as F - Finite Scheduled Delivery Date.

Two types of resource locks control trial load execution:

• Live Job Resource Lock:
  Applied when running a trial load from the Work in Progress module.

• Snapshot Job Resource Lock:

  Applied when running a trial load from the Requirements Planning module.

Once a resource lock is acquired, you cannot run a trial load for any date calculation method until the lock is released.

If a resource is already locked, an error message will display, indicating the resource is unavailable:

A resource lock is automatically removed once the associated job is added or updated.

However, if a resource lock is not released as expected, it can be manually cleared by following these steps:

1. Log off the original operator, as the lock is tied to the operator who initiated it.

2. Open the Job Entry program (from either Work in Progress or Requirements Planning - depending on where the lock originated) and access the job in question.

3. Close the program and the resource lock is removed immediately.

To identify the operator or origin of a resource lock, you can employ either of the following solutions:

• Use the Data Dictionary Viewer to review the AdmResourceLock table to view current locks.

  WIP-MAINT indicates a lock from Work in Progress.

  MRP-MAINT indicates a lock from Requirements Planning.

• Within Microsoft SQL Server Management Studio, query the AdmResourceLock table in the System DB to locate and remove specific locks.

  You can search for WIP-MAINT and MRP-MAINT lock types directly.

Trial Loading - Forward Infinite/Manual/Backward Infinite/Forward Finite

The title of this window varies according to the Trial Load Date calculation method selected.

Field	Description
Job start	This indicates the date on which the job must be started.
Job delivery	This indicates the date on which the job must be finished.
Sales order	This indicates the sales order for which the job was created, if applicable.
Line	This indicates the sales order line, if the job was created for a specific sales order line.
Ship date	This indicates the date on which the sales order should be shipped.
Change date method to manual	Select this to set the trial loading date method to manual. This prevents the Material Requirements Planning programs from suggesting moving these dates or cancelling the job.
Overload	Select this to use the WIP Browse on Overloaded Work Centers program to view the potential trial overloading created by the job. This function is disabled if you selected the option: Finite scheduled delivery date.
ATP	Select this to use the Inventory ATP Query program to view details of the finished product, excluding the current trial loading for the current job.
Save	Select this to accept the resultant dates for the job. If you selected to prompt the operator to reserve lots and or serials (Work in Progress Setup) then the WIP Reserve Lots & Serials Maintenance program is loaded, enabling you to reserve the lots/serials required. The Job Created screen is displayed after this process.
Cancel	Select this to return to the previous screen.

Notes and warnings

Restrictions and limits

• You cannot update a job that is on hold (Stock Code On Hold Maintenance)

• You cannot maintain a job for a stock code which is on either Partial hold or Full hold (Stock Code On Hold Maintenance).

• If you change the Customer against the master job, the sub jobs for the master job are not automatically updated.

• You can't change the WIP branch and WIP ledger account fields when maintaining a job that uses multiple WIP branches for work centers and operations if the Work in Progress module is integrated to the General Ledger at WIP branch level.

  The WIP branch and ledger accounts that are defined against the work center used for an operation in the Bill of Material for the parent part are used for the labor and material allocation of the job.

Bulk Issue items

• The warehouse quantity is not reduced when a bulk issue item is issued and no journal is created.

  However, once issued, if you want to delete the job, you will need to first reverse the bulk issue allocation. A job cannot be deleted until all the issues are reversed.

• Items defined as Bulk issue items which are defined against the bill of material for the job are issued when the job is marked as Confirmed. However, if the Quantity to make for the job is changed, the bulk issue items issued to the job are NOT automatically adjusted. You need to use the Job Issues program to do a specific issue to the job to adjust the bulk issue quantity. This applies irrespective of whether the Quantity to make is increased or decreased.

Floorstock items

• If a floorstock item is defined against the bill of material for the job (Structures and Routings) and the job is marked as Confirmed, then the WIP Issue Floor Stock Allocations program is loaded to allocate the floorstock item(s) to the job.

• The warehouse quantity in the Floorstock warehouse (Work in Progress Setup) is reduced when a floorstock item is issued and a journal is created. However, if the Quantity to make for the job is changed, then the floorstock issued to the job is not automatically adjusted. You need to use the Job Issues program to do a specific issue to the job to adjust the floorstock quantity. This applies irrespective of whether the Quantity to make is increased or decreased.

ECC considerations

• You can create sub jobs for any component which is set to Deplete oldest rev/rel first (Component) (Bill of Materials Setup). The sub job will be created for the current rev/rel of the item and the ECC consumption method of the allocation for the master job will be set to specified with the current rev/rel.

  When you set the ECC consumption method to Deplete oldest rev/rel first (Component), then you want to take account of all stock across all revisions/releases of an item. The system does not look at a single, individual revision/release of an item when this option is enabled. However, sub jobs are created for specific revisions/releases of an item.

eSignature considerations

Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.

Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the eSignature Setup program.

eSignature Transaction	Description
WIP Job creation from Job Maintenance	Controls access to the Create Job function in the Job Entry program.
WIP Job maintenance	Controls access to the maintenance of jobs in the Job Review and Job Entry programs.
WIP Job deletion	Controls access to the deletion of jobs in the Job Review and Job Entry programs.
WIP Manually set job on hold status	Controls access to enabling the Hold option in the Browse on Jobs and Job Entry programs to set a job on hold.
WIP Manually clear job on hold status	Controls access to disabling the Hold option in the Browse on Jobs program and the Release Hold option in the Job Entry program.

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operators program.

Activity	Description
P&C User defined hierarchies	Controls whether an operator can selecting the User-defined hierarchies option in the Quotations and Job Entry programs when adding a hierarchical quotation or job. The option to select a user-defined hierarchy is disabled if access to this activity is denied. You typically deny this activity if you only use standard hierarchies.
WIP Allow rev/rel change on job change	Controls whether an operator can change the ECC revision and/or release information against a parent stock code after material and labor issues have been processed to the job. When this activity is allowed, a warning message is displayed when the revision and/or release information is changed.

Hints and tips

Record amendments

• You can track details of live jobs added, confirmed, changed, deleted or placed on hold, and for labor and material allocations added, changed or deleted against these jobs by enabling the option: Capture job amendment journals in the Work in Progress Setup program.

  The journals can be viewed in the Browse on Job Amendment Journals program and in the Additional Information pane of the WIP Query program, and a report can be generated using the WIP Job Amendment Journals Report program.

FAQs

System messages

Informational messages