Merge Shop Order Requisition into Shop Order

Explanation

This activity is used to combine multiple shop order requisitions into one shop order. You can also combine shop order requisitions with an existing shop order.

When shop orders and shop order requisitions are created by Material Requirement Planning (MRP) and/or Project MRP (PMRP), they receive a planning method based on the planning data of the part. This does not happen when orders or requisitions are created from the next level demand calculations or customer order-controlled production when demand determines the lot size. This means that many orders and requisitions have a smaller lot size than the maximum and you can combine them into one shop order with the correct quantity. This creates a relationship between the requisition and the shop order. If the shop order requisition is created by PMRP, the requisition will have project related information attached to it.

Prerequisites

• The shop order requisitions that will be combined must be of the same part as that of the shop order. This is because a shop order can process only one part.
• You must select more than one shop order requisition if you want to merge requisitions into a new shop order.
• The shop order with which you want to combine the requisition cannot originate from a customer order. This is because the completed parts must be reserved for that order at receipt.
• The shop order with which you want to combine the requisition must not have reached the Reserved, Started, or Closed statuses.
• Shop order requisitions created by PMRP can be merged into one shop order only if the parts are identical and the Program ID/Project ID/Sub Project ID/Activity ID (PPSA) are the same for the requisitions.
• If the parent part is manually pegged against a customer order line or a shop order, the pegging has to be removed first.

System Effects

• The system creates a new shop order for the selected shop order requisitions or it merges the demand on the shop order requisitions with that on an existing shop order.
• The maximum lot size of the part and quantity on the shop order requisition dictates how many new shop orders are created.
• The manufacturing lead time for the new shop order increases as a result of the new lot size. This affects the start and finish date of the shop order.
• If the requisitions are connected to a project activity, the planned committed costs and planned committed hours of the individual requisitions are combined to show the planned committed values attributed to the new shop order. If the requisitions are merged to an existing shop order, the planned committed values are added to the existing planned committed values of the shop order.

Window

Shop Order Requisition
Shop Order Requisitions
Shop Order Requisition Release

Related Window Descriptions

Shop Order Requisitions
Shop Order Requisition Release
Shop Order Requisition
Merge Shop Order

Procedure

Merging a shop order requisition in to an existing shop order:

1. Open the Shop Order Requisition window.
2. Populate or query for the desired requisition.
3. Right-click and then click Merge into Shop Order. The Merge Shop Order dialog box will appear. Verify if only the Merge into Existing Shop Order option is available.
4. Enter or use the List of Values to select the order number of the desired existing shop order and click OK.
5. Refresh the Shop Order Requisition window and verify if the status of the shop order requisition has changed to ShopOrderCreated.
6. To view the existing shop order: you can click the Shop Order tab, right-click on the selected shop order, and then click Show Shop Order.

Merging a shop order requisition into an existing shop order/merging several shop order requisitions to a new shop order:

1. Open the Shop Order Requisitions window or the Shop Order Requisition Release window.
2. Query for the desired requisition(s) and select the line(s).
   Note : The requisitions queried should be in the status ProposalCreated.
3. Right-click on the selected line(s) and then click Merge into Shop Order(s).
4. The Merge Shop Order dialog box will appear.
5. If you have selected only one shop order requisition, only the Merge into Exiting Shop Order option will be available and the merge can be performed as mentioned in the steps 4,5 and 6 of the above procedure.
6. If you have selected more than one shop order requisition, both Merge into New Shop Order and Merge into Existing Shop Order options will be available. To merge into a new shop order, select the option and click OK. To merge into an existing shop order, select the option and enter or use the List of Values to select the order number of the desired existing shop order, then click OK.

     Note: When merging several shop order requisitions, the requisitions should be for the same part and should have the same PPSA if it is related to a project.