Changing Shop Order Information—Key Exercises

Basic Data Setup

Discrete Manufacturing Overview Racing Engine

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

1. Set up your site for discrete manufacturing of racing engines.

General exercise for Overview of Discrete Manufacturing Data

Required Data

Shop Order

Purpose: The purpose of this exercise is to set up a manually-created shop orders with information that will be modified in the exercises below.

1. Create a shop order for the part and lot size identified in the table below.
2. Record the shop order numbers so that it will be easy to identify the correct shop order for each main exercise.

General exercise for Creating Shop Orders Manually

Main Exercises

Purpose: The purpose of these exercises is to change information on an existing shop order.

Windows:
Shop Order

You are the person responsible for maintaining the shop order information. Today you need to make changes to a shop order for building an electrical system. The changes are:

• Change the need date of the electrical systems to be three days earlier that the existing date because you learned that the electrical systems will be needed earlier than originally planned.
• Subtract four days from the earliest start date and change scheduling direction to forward because you know the shop order can start four days earlier than originally planned.
• Increase the quantity to be produced by 10 because you learned that additional electrical systems will be needed.
• Change the close tolerance on the order to 50% so that the shop order can can close when less has been received than the originally planned.
• Change the shop order closure code so that the shop order will not close automatically when the close tolerance has been satisfied.
• Add note text to the shop order to record the reasons for your changes. Add a document text that will print on the shop order reports to indicate that the shop order must be closed manually.

Changing the Need Date

Change the date the electrical systems to be three days earlier because you learned that the electrical systems will be needed earlier than originally planned.

1. Open the Shop Order window and query for the shop order for this exercise. If you did not record the shop order number, query for your site, the 21-230 part number, and a quantity of 100. Verify that the status of the shop order is either Planned or Released.
2. In the Need Date field, change the date to be three working days earlier than the date in the field. If this date is earlier than the date in the Earliest Start Date field, change that value as well. The need date cannot be earlier than the earliest start date, on backward scheduled orders.

Note: Record the values of the Start and Finish fields so that you can see the changes to the values in later steps. Also, the Sched Direction field should have defaulted to Backwards scheduling.

3. Save the information. Verify that the values in the Start and Finish fields have changed in response to shop order being rescheduled backwards as a result of changing the need date. The value in the Finish field should be the day before the date in the Need Date field. The system allows the value in the Start field to be earlier than the value in the Earliest Start Date field.

Changing the Scheduling Direction

Subtract four days from the earliest start date and change scheduling direction to forward because you know the shop order can start four days earlier than originally planned.

1. In the Shop Order window for the 21-230 part, click Forward scheduling from the Scheduling Direction list. 
2. In the Earliest Start Date field, change the date to be four working days earlier than the existing date in the field.

Note: Record the the values of the Start and Finish fields so that you can see the changes to the values in later steps.

3. Save the information. Verify that the values in the Start and Finish fields have changed in response to the shop order being rescheduled when you changed the earliest start date and changed to forward scheduling. The value in the Start field should be the same day as the date in the Earliest Start Date field. The system allows the date value in the Finish field to be later than the date in the Need Date field.

Note: You can change the schedule direction anytime during the shop order process before the shop order is closed. However the results will vary depending upon the operation reporting status and the receipt of material.

Changing the Lot Size

Increase the quantity to be produced by 10 because you know that additional electrical systems will be needed.

1. In the Shop Order window for the 21-230 part, verify that the value in the Lot Size field is 100.
2. Click the Material tab. Verify that the quantity required for each of the components is 100.
3. Click the Operation tab. Verify that there are 22 remaining manufacturing hours and 22 remaining labor hours.
4. In the Lot Size field, change the value from 100 to 110.
5. Save the information.
6. After you have refreshed the information on the shop order, verify that the quantity required for each of the components is now 110 and that the remaining hours for manufacturing and labor is now 22.

Note: You can change the lot size anytime during the shop order process before the shop order is closed.

Changing the Close Tolerance

Change the close tolerance on the order to 50% so the shop order can receive more product than originally planned and can close when less has been received than originally planned.

1. In the Shop Order window for the 21-230 part, click the Detail tab. Verify the value in the Tolerance field, in the Auto Close area. Verify that Auto Close is selected from the Code list.
2. In the Tolerance field, change the value to 50. The order would auto close if at least 55 electrical systems are received on the shop order.
3. Save the information.

Note: If you have specified a value in the Close Tolerance field of the Inventory Part/Manufacturing tab, it will be fetched to the Tolerance field of the relevant shop order by default. It is possible to change the close tolerance anytime during the shop order process before the shop order is closed.

Changing the Shop Order Closure Code

Change the shop order closure code so the shop order will not close automatically when the close tolerance has been satisfied.

1. Under Auto Close, click Manually Close from the Code list. This will ensure that the shop order does not close automatically when the close tolerance has been satisfied.
2. Save the information.

Note: You can change the auto close code anytime during the shop order process before the shop order is closed.

Creating Document Text on a Shop Order

Add note text to the shop order to record the reasons for your changes. Add a document text that will print on the shop order reports to indicate that the shop order must be closed manually.

1. In the Shop Order window for the 21-230 part, right-click anywhere in the header, point to Notes and Texts, and then click Notes.
2. In the text editor that appears, enter a sentence or two recording the reasons for the changes you made to the shop order. When you are done, click OK to return to the Shop Order window. Save the information.
3. Right-click anywhere in the header, point to Notes and Texts, and then click Document Texts.
4. When the Document Texts for Shop Order window appears, click New to add a new record to the table.
5. In the Output Type field, enter 40 or click List to see the available output types.
6. In the Note field, enter a sentence to indicate that the shop order must be closed manually. This sentence will appear on the appropriate documents determined by the output type.
7. Click Save to save the information.
8. Close the Document Texts for Shop Order window to return to the Shop Order window.
9. You could preview the work instruction report to see the document text you entered.