Shop Order Maintenance

You use this activity to define shop orders. For more information, see Shop Order.

This activity allows you to do the following:

Create different types of shop orders
Specify transfer settings for shop orders
Define the Build Status for shop orders
Enter custom data for shop orders
View the Shop Order by Step report

Integration

You can also create customer orders in the system and release demand for these orders when releasing shop orders. You can associate SFC numbers and shop orders with specific customers, as well as track customer information in the system.

Note that if you want users to associate every shop order with a customer order, you need to set the Shop Order requires Customer Order system rule to true in System Rule Maintenance.

Fields

The following table describes fields requiring explanation:

Main Tab Page
Field	Description
Status	Specifies the status of this shop order Releasable: You can send this shop order to the floor to be worked on. Hold: You cannot send this shop order to the floor to be worked on. This status is temporary. When the hold issue is resolved, you can change the status of this record. Note If the SFC Place Hold activity was used to place a hold on the shop order, the field is read-only and the hold ID next to this field is displayed. Use SFC Release Hold to release it. End of the note. Done: The system automatically closed this shop order when the build quantity was reached, and all SFC numbers in this shop order had a status of Done, or were scrapped, or deleted. Closed: The user closed this shop order manually. Note You cannot release SFC numbers for a Repetitive shop order after the planned end date, regardless of the status. End of the note.
Order Type	Production: An order to build product to a specified quantity Repetitive: An order to build product continually on the shop floor The quantity demanded can exceed the build quantity specified in a repetitive shop order. You can release demand for repetitive orders until the planned end date. Note You cannot release SFC numbers for a Repetitive shop order after the planned end date, regardless of the status. End of the note. RMA: An order authorizing the return of the product to the shop floor Engineering: An engineering or prototype order Inspection: An order to inspect incoming purchased materials Rework: An order to rework a material after a first-time build Tooling: An order type used for the building tools that are used for manufacturing Spare: An order type used for producing spare materials Installation: An order type used to identify a work package that is used to build a collector material
Planned BOM	The bill of material used to build this material Note that if this field is left blank, the system uses the BOM specified in the BOM field in Material Maintenance.
Planned Routing	The routing used to build this material 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 for any order type, the system uses the routing for the order type Production, defined in Material Maintenance. End of the note.
LCC	Caution Use only with sites where Labor Tracking is set up. End of the caution. 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 (see Labor Charge Code).
End Unit Number	This field appears only if you select Installation or Production in the Order Type field and the Display End Unit Number system rule is set to true. This field is read-only if the shop order was released.
Require Serial Number Change	Select this checkbox to indicate that the material requires a serial number change to occur before the production order can have a status of Done. Note 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. End of the note.
Collect Parent Serial Number	Select this checkbox to indicate that the Installation order should collect the parent serial number for the parent production order. Note 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. End of the note.
Planned Work Center	The work center where SFC numbers are released
RMA Shop Order Data Type	This field appears only if you select RMA in the Order Type field. Specifies the fields displayed in RMA Shop Order Receipt None: Displays no fields RMA Shop Order Receipt: Displays the fields defined in this data type. You can create additional fields for this data type in Data Type Maintenance. User-Defined: Displays additional data type fields defined in Data Type Maintenance
RMA SFC Data Type	This field appears only if you select RMA in the Order Type field. Specifies the fields displayed in RMA SFC Receipt None: Displays no fields RMA SFC Receipt: Displays the fields defined in this data type You can create additional fields for this data type in Data Type Maintenance. User-Defined: Displays additional data type fields defined in Data Type Maintenance
Priority	The priority number for this shop order, and each SFC number released by this shop order The higher the number, the higher the priority.
Build Quantity	The build quantity of the material for this shop order The build quantity may be greater than the value in the Ordered Quantity field to allow for defects during manufacturing. Note Decreasing a build or ordered quantity for an existing shop order does not delete any SFC numbers that have been released at any operation. End of the note.
Unreleased Quantity	The quantity (number of pieces) of this shop order left to be released
Planned Start	The date when work can begin on this shop order. Typically used with repetitive shop orders.
Planned End	The date when work must end for this shop order Typically used with repetitive shop orders. Demand for repetitive shop orders cannot be released after this date.
Scheduled Start	The expected date when work can begin for this shop order if you are using a third party scheduling application
Scheduled End	The expected date when work must end for this shop order if you are using a third party scheduling application
Customer	The customer who ordered or returned the product

Transfer Tab Page
Column	Description
Default	Default transfer type for this shop order Note that `NO_TRANSFER` is not permitted as the default transfer type.
Transfer Type	`SFC_SPAN`: Specifies that the SFC numbers in this shop order began manufacturing at one location and will be moved to another location for further processing `SFC_CONSUME`: Specifies that the SFC numbers in this shop order have completed the manufacturing processes and will be consumed as a subassembly in a top level assembly `NO_TRANSFER`: Specifies that the SFC numbers in this shop order cannot be transferred Note that a transfer type can be defined for a destination site only once.
Receive	Specifies whether the transfer type record must be received through the SFC Receipt activity on the destination site If selected, enables you to receive the transfer type record manually through the SFC Receipt activity; otherwise, you receive the transfer type record automatically.
Destination Site	The destination site into which an SFC number can be transferred Note that `NO_TRANSFER` does not have a destination site.
Export Template	Specifies the export template to be used for the SFC transfer (see Export Template Maintenance) Note that if `NO_SFC_DATA` is selected, the system transfers the SFC number with no SFC data records.
Event Type	The type of the event that occurs on a destination site after the SFC number has been transferred

For more information, see SFC Number Transfer.

Build Status Tab Page
Field	Description
Ordered Qty	The ordered quantity of the material for this shop order Note that if you leave this field blank, the system uses the value in the Build Qty field on the Main tab page.
Done Qty	The number of pieces of this material that are already completed
Batch Number	The batch number for this shop order Note that this field is visible only when the ERP Integration Active system rule is set to true.
Actual Start	The date and time when this shop order was started
End	The date and time when this shop order was completed