Comprehensive Shop Order Split

Explanation

Use this activity to define how the material and work should be allocated between the original shop order and the new shop order, in order to divide the actual costs when a shop order is split. When the shop order is split, the serial numbers, lot/batch numbers, material and operation quantity and time that will be allocated to the new shop order can be defined in the Comprehensive Shop Order Split dialog box.

Prerequisites

• A shop order with a quantity available to receive must exist.
• The split reason must have been defined on the Split Checklists Basic Data/Split Reason Code tab.
• A shop order cannot be split, if a particular operation is connected to an outside operation purchase part number. 

System Effects

• A new shop order will be created by the system. The original part number, material and operations are used by default, but you can modify the shop order after the split.
• The original lot/batch quantity of the original shop order will not be changed automatically. You have to change it manually according to your requirements.
• The reserved serial numbers and lot/batch numbers will be distributed as indicated by you. Reserved as-built structures will belong to the shop order with the reserved lot/batch numbers.
• For component material that is indicated to include in the new shop order created by the split process, transactions will be created to un-issue material from the original shop order and to issue the material to the new shop order.
• For work that is indicated to include in the new shop order created by the split process, transactions will be created to remove work from the original shop order and to report the work on the new shop order. 
• If operation time reported through shop floor workbench clockings is split, the particular clocking records will be deleted.

Window

Shop Order

Related Window Descriptions

Shop Order

Procedure

1. In the Shop Order window, right-click and point to Merges and Splits and then click Comprehensive Shop order split. The Comprehensive Shop Order Split/Header dialog box opens with the details of the original shop order populated in the Orig. Shop Order to Split area.
2. Enter the reason for the split in the Split Reason field. Click List to select a suitable reason.
3. Select the appropriate split type. Possible options are Discrete Split and Percentage Split.
4. If Tracked Structures have been built for serial or lot tracked parts, they will be listed under the In Tracked Structure group. Select the tracked parts by selecting the Inc.in split check box. The selected tracked parts will be included in the new shop order.
   Note: If you selected Discrete Split, you must enter the quantity of the new shop order in the New Lot Size field. The value in the Orig. New Lot Size field will be updated automatically.
   If you selected Percentage Split, you must enter the percentage of the new shop order in the Percentage field. The value in the Orig. Percentage field will be automatically updated.
   If serial parts are used, the values will be automatically entered for the new lot size or percentage fields depending on the split type you selected.
5. In the Remaining Pre-assigned area, the reserved serial and lot numbers that do not have tracked structures yet will be listed. Select the Inc.in split check box to move the reserved serial and lot numbers to the new shop order.
6. Click Next.
   Note: Values will be entered automatically in the New Split Lot Size and Orig. New Lot Size fields.
7. The Allocation Info table shows the information about the component material on the shop order.
8. In the Split Issued Material table, enter the value in the Qty Split field for the issued material, which you want to issue to the new shop order instead. In the Split Reserved Material table, enter the value in the Qty Split field for the reserved material, which you want to reserve for the new shop order instead. To automatically enter the values, click Apply Excess to Split option.
9. Click Next. The values will be displayed in the New Lot Size and Orig. New Lot Size fields.
10. In the Split Qty Complete field, enter how much should be reported as complete in the new split shop order, for the operation. This value will be used to report operations.
11. Enter the percentage to be used to report time in the Split % Time field. This value is used to split both machine and labor time reports.
12. Click Finish.