Transferring Shop Order Processing Transactions to Finance—Key Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Discrete Manufacturing Overview Racing Engine

Purpose: The purpose of this exercise is to create the required data that is used in the Discrete Manufacturing exercises. This sets up data for your site and only needs to be done once for the Discrete Manufacturing exercises.

  1. If you haven't done so already, set up your site so that it includes all the Discrete Manufacturing data for racing engines.

General exercise for Overview of Discrete Manufacturing Data

Inventory Location

Purpose: The purpose of this exercise is to set up an inventory picking location for running functionality isolated by site.

Windows:
Inventory Locations

  1. If you haven't done so already, create the inventory picking location in the table below.
Site Location No Warehouse Location Name Location Group
Your Site 2C Sub Subassembly inv 30

General exercise for Entering Inventory Locations

Required Data

Unposted Processing Transactions

Purpose: The purpose of this exercise is to verify that there are unposted processing transactions to use in the exercise below.

Windows:
Operation History
Labor History

  1. Verify you have some unposted processing transactions by querying for your site and where Voucher Number has no value in the Operation History and Labor History windows. Record the transaction IDs for a few transactions to use in the exercise below.
  2. If there are no unposted transactions, create a shop order on your site for 10 of part number 21-230 (Electrical Systems), and receive the electrical systems by backflushing the component material and auto reporting the operations.

General exercise for Discrete Manufacturing Processing

Main Exercise

Purpose: The purpose of this exercise is to transfer shop order processing transactions to finance.

Windows:
Transfer Processing Transactions
Background Jobs
Operation History
Labor History

There are transactions for shop order processing that you want to transfer to finance.

Transferring Processing Transactions

You want to transfer the shop order processing transactions to finance.

  1. Open the Transfer Processing Transactions dialog box. Verify that the current date is in the To Date field and that your site is in the Site field.
  2. Click OK to transfer the transactions to finance.
  3. Open the Background Jobs window and verify that the two background jobs have completed. If they have not completed, wait and query again.
  4. If both jobs completed without error, query for the transaction IDs you recorded earlier and verify that the Voucher No field now has a value for each record.
  5. If the one of the jobs completed with an error, make the changes necessary for incomplete accounting as identified in the Finance course.