Processing Shop Orders Automatically—Extended 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. If you haven't done so already, set up your site for discrete manufacturing of racing engines.

General exercises for Overview of Discrete Manufacturing Data

Process Type

Purpose: The purpose of this exercise is to set up shop order process type to be used in the main exercise.

Windows:
Manufacturing Standard Basic Data/Shop Order Process Type

1. Open the Manufacturing Standard Basic Data window and click the Shop Order Process Type tab.
2. Populate the window.
3. Check to make sure that the process types shown on the table are in the system. If these process types are not already created, create them. 

4. Check to make sure that the events shown on the table are defined for process type 10. If these events are not already created, create them. 

Note: By defining the events above, you will be able to release a group of shop requisitions into released shop orders. This will also allow the system to release shop orders in a Planned state.

5. Check to make sure that the events shown on the table are defined for process type 20. If these events are not already created, create them. 

Note: By defining the events above, you will be able to release groups of shop requisitions into reserved shop orders. This will also allow the system to update Planned and Released shop orders to Reserved.

General exercises for Shop Order Process Type

Process Type Link to Inventory Part

Purpose: The purpose of this exercise is to link the defined process type to an existing inventory part.

Windows:
Inventory Part/Manufacturing

1. Open the Inventory Part window.
2. Query for the 21-230 part on your site.
3. Click the Manufacturing tab.
4. Enter 10 into the Process Type field. This will attach this process type (Create Released Shop Order) to the inventory part, which means that every shop order requisition or shop order created for the part will default to this process type.
5. Save the record.

Required Data

Create Shop Requisitions

Purpose: The purpose of this exercise is create shop requisitions to be used in the main exercises below.

Windows:
Shop Order Requisition

1. Open the Shop Order Requisition window.
2. In your site, create two requisitions as shown on the table below. You will need to update the default process type in the second shop requisition to process type 20.

General exercises for Creating Shop Requisitions Manually

Create Shop Orders

Purpose: The purpose of this exercise is to create shop orders to be used in the main exercises below.

Windows:
Shop Order

1. Open the Shop Order window.
2. Create two orders in your primary site as described in the table below. You need to update the default process type in the second shop order to process type 20.

General exercises for Creating Shop Orders Manually  

Inventory Part Balance

Purpose: The purpose of this exercise is to make sure you have the correct quantity of the parts available to you before you begin the main exercises.

Windows:
Inventory Part Currently On Hand
Receive Inventory Part

1. Open the Inventory Part Currently On Hand window.
2. Verify that you have at least the quantity of parts shown on the table available for manufacturing. If you do not have at least that quantity, receive enough parts into the inventory picking locations so that you have at least the quantity shown.

General exercise for Receive Inventory Part

Main Exercises

Purpose: The purpose of this lesson is to perform shop order automatic process on shop requisitions and shop orders created above.

Windows:
Auto Processing Shop Order
Background Jobs
Shop Order Requisition

Automatically Processing Shop Orders as a Background Job

1. Open the Auto Processing Shop Order window.
2. Enter 30 (days) into the Offset From Normal Time Span field so the system will include all shop requisitions and shop orders you created in the required data exercise.
3. Enter your site in the Site field.
4. Enter 21-230 in the Part No field.
5. Click OK.
6. Open the Background Jobs window and populate it with all records. Verify that the automatic shop order processing job is listed in the window.
7. Wait until the state on this job is Ready and then re-query for the shop requisitions you created for the 21-230 part in the Required Data section.
8. Select the first shop requisition, which has the process type 10. Note that it is in a ShopOrderCreated state.
9. Click the Shop Order tab. You will see a new shop order listed there.
10. Select the record for the new shop order, right-click and then click Show Shop Order. The Shop Order window opens and displays the new shop order with state of Released. 
11. Close the Shop Order window and return to the Shop Order Requisition window.
12. Select the second shop requisition, which has the process type 20. Note that the state of this requisition has also been updated to ShopOrderCreated.
13. Click the Shop Order tab. Select the shop order record, right-click and then click Show Shop Order. The Shop Order window opens and displays the new shop order with a state of Reserved.
14. From the Shop Order window, re-query for your shop orders created in the Required Data exercise.
15. Check the states of the shop orders. The first shop order, with process type of 10, is Released. The second shop order, with process type 20, is Reserved.

Scheduling Shop Order Auto Processing

You can schedule the shop order auto processing function to run on regular days and at a specific time. You can schedule it to run one or more times a week. 

1. Open the Auto Processing Shop Order window.
2. Enter 30 in the Offset From Normal Time Span field.
3. Enter your site in the Site field.
4. In the Scheduling area, select the Activate check box. Once Activate is selected, scheduling parameters are available.
5. Specify the time of day to schedule the processing. (Use a 24-hour format.)
6. Select the day or days on which you want the process to be performed.
7. Click OK.

Note: Now the process is registered to run regularly. This scheduled job can be removed only by the system administrator using the IFS/Admin tool.