Issue Components Automatically

Explanation

This activity is used to issue material automatically for a shop order. When this activity is performed, the system will select the inventory location. During the automatic issue of parts, the supply codes relating to the shop order material lines are taken into consideration. If the supply code is Inventory Order, only the standard inventory will be available for issue. If the supply code is Project Inventory, only the project inventory for the project connected to the shop order will be available for issue. If components are available, the parts belonging to the connected project activity will be issued.

You can issue material for an entire shop order, perform a partial issue or only issue reserved material. These options can be combined as per your requirements.

The value in the Reserve/Issue Method field of the shop order material line is considered when automatically reserving/issuing material. This value determines how to reserve/issue material to the shop order.

For operation connected material, the option selected in the Outside Reserve/Backflush at the Work Center window is considered when automatically reserving material. This value determines how the reserve/backflush of material is allowed from locations other than work center inbound locations.

If the Shared Location check box is selected in the Location tab of the Work Center window, material can be reserved/issued to any demand. If not selected, only the material demands from operations that are connected to the work center will be allowed to reserve/issue material from this location.

Note: If the catch unit is enabled for the part, it will only be possible to issue components automatically once the entire quantity in the inventory location is issued. If the entire quantity in the inventory location is not issued, a message will appear requesting you to enter the catch unit. In such situations you need to perform the issue of components manually. For more information refer to the online help file: Issue Components Manually.

If this is the first issue of material for the selected assembly shop order, the system will automatically run the Perform Preliminary Conformance Check function, thereby creating (or updating) the expected on-log with the structure for the level below. For more information on this function, refer the online help file: Perform Preliminary Conformance Check.

This activity contains a Security Checkpoint which can be activated by an administrator. With an activated security checkpoint on a function you will have to authenticate yourself again in order to fulfill the function. Additionally, whenever a security checkpoint is successfully passed a security checkpoint log is written, creating an audit trail of what is done.

Prerequisites

System Effects

The following system effects will take place as a result of this activity:

Window

Shop Orders
Shop Order
MRO Shop Order

Related Window Descriptions

Shop Orders
Shop Order
MRO Shop Order

Procedure

  1. Open the Shop Order, Shop Orders or MRO Shop Order window.
  2. Search for the record(s).
  3. In the Shop Orderr or MRO Shop Orderr window, right-click, point to Material Actions and click Issue. In the Shop Orders window, select the record(s) right-click, point to Material Actions and click Issue.
  4. If you want to issue only reserved material, select the Issue All Reserved Material check box under Criteria for Issue.
  5. If you want to issue all material for the shop order, including non-reserved material, select the Also Issue Nonreserved Material check box. When you select this check box, the Issue All Reserved Material check box is selected automatically.
  6. If you want to perform a partial issue for the shop order, enter the quantity of the parent part that you want to manufacture in the Parent Quantity to Issue field. The specified quantity is issued first from reserved material, and then any remaining quantity is issued from non-reserved material. To issue all material, leave this field blank.
  7. Click OK.