Auto Process Shop Order Requisition or Shop Order per Site or Part

Explanation 

Use this activity to automatically release shop orders or reserve groups of shop orders. This is a batch process. To perform it, you must enter a set of parameters that specify how you want the system to perform the auto processing. You can start auto processing immediately or at a time and date in the future that you specify.

All requisitions and orders that have had a shop order process type associated will be automatically processed according to the process type rules. In the case of requisitions, they will be converted to shop orders. In the case of shop orders, they will be moved from Planned status to Released status, and optionally, on to Reserved, according to the process type steps.

Prerequisites

This activity has the following prerequisites:

• Shop order process types must have been defined in the Shop Order Process Type tab of the Manufacturing Standard Basic Data window.
• These process types must have been linked to the inventory parts in the Manufacturing tab of the Inventory Part window.
• For existing shop orders, process types must be linked in the Shop Order/Detail tab.
• These parts must have a buildable structure. For reservation of allocations, adequate material must be available in inventory.

System Effects

As a result of this activity:

• The system releases and/or reserves shop orders based on specified parameters.
• Shop orders with no shop order process type attached are not subject to automatic order processing.
• When auto reserve process reserving material to a shop order where pegged material line(s) exists, the automatic reservation will reserve the quantity that is not pegged.

Window

Execute Auto Process

Related Window Descriptions

Execute Auto Process
Manufacturing Standard Basic Data
Standards/Shop Order Process Types
Part Attributes
Shop Order Basic Data/Shop Order Priority   

Procedure

You can define shop order auto processing either by direct execution (Procedure A) or by scheduling the task to execute as a background job (Procedure B). 

Procedure A:

1. In the Offset From Normal Time Span field, enter the number of days that you want the system to offset from the shop order release date.
2. In the Process Type field, specify the shop order process type that the system will use to perform this activity. Use List to select from available process types. If you leave this field blank the system will consider all shop order process types.
3. In the Planner field, specify the planner that the system will consider when performing this activity. Use List  to select from available planners. If you leave this field blank the system will not limit its processing to a specific planner.
4. In the Site field, specify the site that the system will use to perform this activity. Use List to select from available sites. If you leave this field blank the system will not limit its processing to a specific site.
5. In the Part No field, specify the part that the system will use to perform this activity. Use List to select from available parts. If you leave this field blank the system will not limit its processing to a specific part.
6. Click OK to immediately begin automatic order processing.

Procedure B:

Click Schedule and specify the required parameters.