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You use this activity to release shop orders to the shop floor. You have to release a shop order to send it to the production area for constructing the appropriate number of materials. A partial quantity release enables an amount less than the total build quantity to be sent to production. Shop orders are released in specified amounts until the total build quantity or the planned production date is reached. For more information, see Shop Order.

If needed, you can modify some elements of the shop order before release. For an unreleased shop order, you can change all values except for the values in the following fields in Shop Order Release:

  • Status

  • Order Type

  • Build Qty

  • Ordered Qty

  • Available Qty To Release

For a released shop order, you cannot change values in the following fields in Shop Order Release:

  • Status

  • Order Type

  • Planned Material and Version

  • BOM Type

  • Planned BOM and Version

  • Planned Routing and Version

  • Build Qty

  • Ordered Qty

  • Available Qty To Release

  • Customer Order

  • Customer

Prerequisites

You have set up required system rules (see Order Rules).

Note that phantom components ignored on release if the Create Subassys on Shop Order Release system rule is set to true.

Rules

The following table describes rules and settings that you can change for this activity in Activity Maintenance:

Rule

Setting

CUSTOMER_MODIFY

YES: Allows the operator to modify the Customer field

NO: Prevents the operator from modifying the Customer field

CUSTOMER_ORDER_MODIFY

YES: Allows the operator to modify the Customer Order field

NO: Prevents the operator from modifying the Customer Order field

LCC_MODIFY

YES: Allows the operator to modify the LCC field

NO: Prevents the operator from modifying the LCC field

PLANNED_BOM_MODIFY

YES: Allows the operator to modify the BOM and Version fields

NO: Prevents the operator from modify the BOM and Version fields

PLANNED_END_MODIFY

YES: Allows the operator to modify the Planned End field

NO: Prevents the operator from modifying the Planned End field

PLANNED_ITEM_MODIFY

YES: Allows the operator to modify the Planned Material and Version fields

NO: Prevents the operator from modifying the Planned Material and Version fields

PLANNED_ROUTER_MODIFY

YES: Allows the operator to modify the Planned Routing and Version fields

NO: Prevents the operator from modifying the Planned Routing and Version fields

PLANNED_START_MODIFY

YES: Allows the operator to modify the Planned Start field

NO: Prevents the operator from modifying the Planned Start field

PLANNED_WORK_CENTER_MODIFY

YES: Allows the operator to modify the Planned Work Center field

NO: Prevents the operator from modifying the Planned Work Center field

PRIORITY_MODIFY

YES: Allows the operator to modify the Priority field

NO: Prevents the operator from modifying the Priority field

SCHEDULED_START_MODIFY

YES: Allows the operator to modify the Scheduled Start field

NO: Prevents the operator from modifying the Scheduled Start field

SCHEDULED_END_MODIFY

YES: Allows the operator to modify the Scheduled End field

NO: Prevents the operator from modifying the Scheduled End field

Note that by default all rules are set to YES.

Fields

The following table describes fields requiring explanation:

Field

Description

Planned Material

The material this shop order is requiring the floor to build

Planned BOM

The bill of material (BOM) used to build this material

BOM Type

The type of the BOM (Master, Shop Order, SFC)

Planned Routing

The routing used to build this material

Use the conventions of your shop floor.

Note Note

When defining a shop order with order types other than Production, you must assign the appropriate routing for that order type. If you leave this field blank, the system uses the routing for the Production order type, defined in Material Maintenance.

End of the note.

LCC

The labor charge code for this shop order

The system assigns this LCC to each SFC number generated on release of this shop order. Leave blank to use the default LCC. You can change the LCC for any shop order that has Releasable SFC numbers.

Note that you can use it only with Labor Tracking (see Labor Charge Code).

Planned Work Center

The work center used to build this material

Priority

The importance of the shop order

The higher the number, the higher the priority.

Build Qty

The quantity of the material to be built for this shop order

May be higher than the value in the Ordered Qty field to allow for defects.

Available Qty to Release

The remaining unreleased quantity of the material

It equals the build quantity value minus the quantity already released.

End Unit Number

This field is visible only if the Display End Unit Number system rule is set to true.

Require Serial Number Change

If selected, this checkbox indicates that the material requires a serial number change to occur before the production order can have a status of Done; otherwise, a serial number change is not required.

Note that this checkbox appears only if you select Production in the Order Type field and the Display End Unit Number system rule is set to true.

Collect Parent Serial Number

If selected, indicates that the Installation order should collect parent serial number for the parent production order; otherwise, the collection is not required.

Note that this checkbox appears only if you select Installation in the Order Type field and the Display End Unit Number system rule is set to true.

Qty To Release

The quantity of the material to be released to the shop floor

To release partial quantity to the floor, enter a number in the Qty to Release field that is less than the number in the Available Qty to Release field. If you do not enter a value in the Qty to Release field, the system releases the entire available build quantity.

Add To New Process Lot

If selected, creates a process lot number to group SFC numbers together

Planned Start

The expected starting date and time for this shop order

Planned End

The expected completion date and time for this shop order

Scheduled Start

The expected starting date and time for this shop order if you are using a third party scheduling application

Scheduled End

The expected completion date and time for this shop order if you are using a third party scheduling application

Customer Order

The customer order the system has to associate this shop order with

Customer

The name of the customer related to this shop order