Maintaining DOP Plan/Orders—Key Exercises

Basic Data Setup

Overview of Make To Order Data

Purpose: The purpose of this exercise is to simplify the process of setting up data correctly in order to complete the exercises below. It includes setting up your own site and copying specified data to that site. Before continuing with the exercises on this page, complete the lesson linked below. You need to do this exercise only once to support all Make to Order exercises in the current database.

Overview of Make To Order Data lesson

Main Exercises   

Propagate Date and/or Quantity from DOP Header

Purpose: The purpose of this exercise is to adjust the due dates and quantities on the top level DOP order and, optionally, its supply order after changes have been made to the date and quantity on the DOP header. You would normally do this if the demand quantity or the date on which it was due changed. The propagation of the demand quantity and the date from the header to the top order is normally followed by a propagation of the change throughout the DOP structure. This is shown in the next exercise.

Windows:
DOP Header/Detail
DOP Header/Structure

  1. Create a DOP and a DOP structure or use an existing DOP in the Unreleased or Netted Status. If you create a new DOP, enter 22-110 in the Part No field for your site. Enter 2 in the Qty Demand field, and specify a due date about a week from today.
  2. After creating the structure, click the Structure tab. Note the values in the Revised Qty Due and the Revised Due Date fields.
  3. Click the Detail tab. Change the quantity on the DOP header and save your change. This will not change the quantity for the top order on the Structure tab.
  4. In the header area, right-click and then click Update Top Level Quantity.
  5. Re-query the record. Note that this will update the Revised Qty Due field for the top order shown in the Structure tab.
  6. Note also that this will not update the quantities of the component records in the structure. You must explicitly propagate the quantity change made in the DOP header and DOP top order. This is shown in the next exercise.
  7. Click the Detail tab.
  8. Change the Due Date field to be a week later and save your change. This will not change the date on the top order on the Structure tab. Note the values in the Revised Due Date and Revised Start Date fields for the top order shown on the Structure tab.
  9. In the header area, right-click and then click Update Top Level Date. Re-query the record.
  10. Note that the values in the Revised Due Date and Revised Start Date fields for the top order have changed.
  11. Note also that this will not update the quantities of the component records in the structure. You must explicitly propagate the date change made in the DOP header and DOP top order. This is shown in the next exercise. 
  12. In the header area, right-click and then click Release All.
  13. After the background job completes, click the Detail tab.  Change the quantity on the DOP header and save your change.
  14. In the header area, right-click and then click Update Top Level Quantity.  A question appears to ask whether the quantity should be updated on the supply order.  Choose Yes.
  15. On the Structure tab, right-click in the header and then click DOP Order Detail to open the DOP Order window displaying your queried top order.
  16. Click the Supply tab and then click the Shop Order tab. Select the shop order record, right-click and then select Shop Order Details. Note the lot size for the shop order.
  17. Return to the Detail tab on the DOP header. Change the existing due date to the day after in the Due Date field and save your change..
  18. In the header area, right-click and then click Update Top Level Date.  A question appears to ask whether the date should be updated on the supply order.  Choose Yes.
  19. Go to the shop order for the top order. Note the Need Date for the shop order.

Propagate Dates and Quantities Through the DOP Structure

Purpose: The purpose of this exercise is to adjust the due dates and quantities on the DOP orders in the DOP structure and their supply orders after date and/or quantity changes have been made on higher levels in the DOP structure. When a demand quantity or date is changed in the top order, you need to adjust the rest of the DOP structure to fulfill the demand.

Windows:
DOP Header/Structure
DOP Order/Detail

  1. Create a DOP and a DOP structure or use an existing DOP in the Unreleased or Netted Status. If you create a new DOP, enter 22-110 in the Part No field for your site. Enter 2 in the Qty Demand field, and specify a due date about a week from today in the Due Date field.
  2. Note the values of the Revised Qty Due field in the records in the table area of the Structure tab.
  3. Click the Detail tab. Change the quantity and due date on the DOP header and save your change. This will not change the quantity or the revised due date for the top order on the Structure tab.
  4. In the header area, right-click and then click Update Top Level Quantity.
  5. On the Structure tab, right-click in the header and click Propagate Date/Quantity, and then click Propagate Quantity Upstream.
  6. This will propagate the quantity change to the component records and their components all the way through the structure. Verify this by looking at the values of the Revised Qty Due field in the records in the table area of the Structure tab.
  7. Note the values of the Revised Start Date and Revised Due Date fields in the records in the table area of the Structure tab.
  8. On the Structure tab, right-click in the header and click Propagate Date/Quantity, and then click Propagate Date Upstream.
  9. This will propagate the date change to the component records and their components all the way through the structure. Verify this by looking at the values of the Revised Start Date and Revised Due Date fields in the records in the table area of the Structure tab.
  10. In the header area, right-click and then click Release All.
  11. After the background job completes, click the Detail tab.  Change the quantity and due date on the DOP header and save your changes.
  12. On the Structure tab, right-click in the header and click Propagate Date/Quantity, and then click Propagate Quantity Upstream.  A message appears indicating that a quantity mismatch exists somewhere in the structure and to review the alarms for more details.
  13. On the Structure tab, right-click in the header and click Propagate Date/Quantity, and then click Propagate Date Upstream.  A message appears to indicate that a date mismatch exists somewhere in the structure and to review the alarms for more details.
  14. Click the Alarms tab.  There are several quantity and date alarms.  Note the DOP Ids for the alarms.
  15. Select one of the date alarms, right-click and click Adjust Date. Note the alarm disappears.
  16. Select one of the quantity alarms, right-click and click Adjust Quantity.  Note the alarm disappears.
  17. Go to the shop order for the DOP Id whose alarms have been removed.  Note the Lot Size and Revised Due Date for the shop order.

Note: If parts have been netted for any of the orders, the number of netted parts has been reduced if the new order quantity is lower than the number of parts previously netted to the DOP order.

Note: You can propagate these changes in various windows and tabs, where DOP orders are displayed.

Adding DOP Orders to Structures

Purpose: The purpose of the next four exercises is to show how DOP structures can be modified in different ways, by adding DOP orders, removing DOP orders, changing routing operations, and changing the quantity relationships between the structure levels before the DOP orders are released. DOP allows flexibility when creating DOP structures so that minor engineering changes can be made. In this exercise, you will add a DOP order and create a structure below it.

Windows:
DOP Header/Structure
 DOP Order/Components

  1. Create a DOP and a DOP structure or use an existing DOP in the Unreleased or Netted Status. If you create a new DOP, enter 22-110 in the Part No field for your site. Enter 2 in the Qty Demand field, and specify a due date about a week from today.
  2. Add a new DOP order by creating a new record in the table on the DOP Header/Structure tab or the DOP Order/Components tab.
  3. In the Part No field, select the part 22-260 from the List of Values. Set the quantity per assembly to 1. 

Note: If you specify a quantity per assembly, the revised quantity due will be calculated based on the parent quantity and the quantity per assembly. You can manually override this calculated quantity due.

  1. In the DOP order line, set the Create Pegged field to Pegged Orders. For purchased parts, this will create a purchase requisition when you release the order. For manufactured parts such as this, this setting will allow you to create a structure for the new DOP order.
  2. Save the new DOP order.
  3. The DOP order is now in the Created status. Right-click and then click Plan to change the status to Unreleased.
  4. Select the new DOP order, right-click and then click DOP Order Detail to open the DOP Order window.
  5. In the header area of the DOP Order window, right-click and click Change DOP Structure, and then click Change Revision and/or Alternative to open the Create DOP Structure/Routings dialog box.Click OK to accept the default revisions and alternatives. 
    Note that the Structure Changed and the Routing Changed check boxes are now selected.
  6. Click the Components tab to verify that the structure has been created.
  7. Click the Operations tab to verify that the routing has been created. 

Deleting DOP Orders

Purpose: The purpose of this exercise is to show another way that DOP structures are changed, by removing unneeded DOP orders from the DOP structure. For example, one or more unreleased DOP orders may not be needed if you are changing the structure in some way.

Windows:
DOP Header/Structure
DOP Order/Components

  1. Before a DOP order can be removed, it must be in a Canceled status.
  2. Create a DOP structure for part 22-110 or use the DOP from above.
  3. In the DOP Header window, click the Structure tab.
  4. Select the DOP order for part 22-250, right-click and then click Cancel.
  5. Click Remove on the toolbar to delete the DOP order from the DOP structure.
  6. Save your changes.
  7. Note that in the Detail tab, the Structure Changed check box will be selected. You may have to re-query the record to see this change.

Note: Alternatively, right-click and then click Remove Specific Branch(es). This removes the order and all its descendents without having to first cancel each order.

Changing DOP Routings

Purpose: The purpose of this exercise is to show another way that DOP structures are changed, by changing or removing DOP routings. This might be done, for example, because you want to use updated routings or if no routings are needed.

Windows:
DOP Order/Detail
DOP Order/Operations

Note: Routings are normally found only on DOP orders with the Create Pegged field set to Pegged Orders.

  1. The routing on one of the unreleased DOP orders needs to be changed.
  2. In the DOP Order window, query the above DOP ID and Part No 22-110.
  3. Note the operations listed in the Operations tab.
  4. In the Detail tab, note the Routing Revision/Alternative.
  5. Right-click and then click Change Routing Revision and/or Alternative.
  6. Select the desired routing revision and alternative from the List of Values.
  7. Verify that the routing revision and alternative are changed on the Detail tab. Also verify that the operations listed in the Operations tab have been replaced.
  8. Note that the Routing Changed check box for the DOP order is now selected.
  9. You can also remove routings. Using the same order, right-click and then click Remove Routing.
  10. Verify that the routing revision and alternative values are removed from the Detail tab. Also verify that the operations listed in the Operations tab have been removed.

Note: The Routing Changed check box will also be selected when routings are removed.

Changing Quantities in the DOP Structure

Purpose: The purpose of this exercise is to show another way of changing DOP structures, by changing the quantity relationships between the structure levels.

Windows:
DOP Header/Structure
DOP Order/Components

  1. In the DOP Header window, query for the above DOP.
  2. On the Structure tab, find the DOP order for the part 22-320 and change the quantity per assembly from 2 to 1. 
  3. Save your changes.
  4. Note that the revised quantity due will be recalculated based on your changes.
  5. Using the same DOP order, change either of the scrapping factors: Component Scrap or Shrinkage Fac. What happens to the revised quantity due?

Note: The scrapping algorithm is as follows:

Component quantity required = ((parent quantity * quantity per assembly) / (1 - (shrinkage factor / 100))) + component scrap 

Note that the Structure Changed check box for the parent DOP order is now selected. 

Adding DOP Orders to Released Structures

Purpose: The purpose of the next four exercises is to show how DOP structures can be modified in different ways—adding DOP orders, removing DOP orders, changing routing operations, and changing the quantity relationships between structure levels after DOP orders are released. DOP allows for flexibility when maintaining DOP structures so that minor engineering changes can be made. In this exercise, you will add a DOP order and create a structure below it.

Windows:
DOP Header/Structure
 DOP Order/Components

  1. Create a DOP and a DOP structure or use an existing DOP in the Unreleased or Netted Status.  If you create a new DOP, enter 22-110 in the Part No field for your site. Enter 2 in the Qty Demand field, and specify a due date about a week from today in the Due Date field.
  2. Release the DOP header and wait for the background job to finish.
  3. Add a new DOP order by creating a new record in the table area of the DOP Header/Structure tab or DOP Order/Components tab.
  4. In the Part No field, select the part 22-260 from the List of Values. Set the quantity per assembly to 1.

Note: If you specify a quantity per assembly, the revised quantity due will be calculated based on the parent quantity and the quantity per assembly. You can manually override this calculated quantity due.

  1. In the DOP order line, set the Create Pegged field to Pegged Orders. For purchased parts, this will create a purchase requisition when you release the order. For manufactured parts such as this, this setting will allow you to create a structure for the new DOP order.
  2. Save the new DOP order.  A message displays to indicate the pegged supply order(s) have been updated.
  3. Select the new DOP order, right-click and then click DOP Order Detail to open the DOP Order window.  The DOP order is in released status.
  4. Click the Supply tab.  Note there is a supply shop order created for the DOP order.
  5. Close the DOP Order window.
  6. In the Structure tab, right-click and click DOP Order Detail to open the DOP Order window for part 22-110.
  7. Click the Supply tab, highlight the supply order, right-click and click Go To Supply to open the Shop Order window.
  8. Click the Material tab. Note part 22-260 is added.
  9. In the header portion, right-click and click Release to make the status of the shop order released.
  10. In the header portion, right-click and click Report to open the Report Shop Order Operation window.  Highlight operation 10, right-click and click Report Time.
  11. Return to the the Structure tab of the DOP Header window.
  12. Add a new DOP order for part 22-260 from the List of Values.  Set the quantity per assembly to 1.
  13. Save the new DOP order.  A message displays to indicate it is not possible to change the structure when a DOP order is started.

Deleting DOP Orders From Released Structures

Purpose: The purpose of this exercise is to show another way that DOP structures are changed, by removing unneeded DOP orders from the DOP structure which is released. For example, one or more released DOP orders may not be needed if you are changing the structure in some way.

Windows:
DOP Header/Structure
DOP Order/Components

  1. Before a DOP order can be removed, it must be in a Canceled status.
  2. Create a DOP structure for part 22-110.
  3. Release the DOP header and wait for the background job to finish.
  4. In the DOP Header window, click the Structure tab.
  5. Select the DOP order for part 22-250, right-click and then click Cancel.
  6. Click Remove on the toolbar to delete the DOP order from the DOP structure.
  7. Save your changes. A message displays to indicate the pegged supply order(s) have been updated.
  8. In the Structure tab, right-click and click DOP Order Detail to open the DOP Order window for part 22-110.
  9. Click the Supply tab, highlight the supply order, right-click and click Go To Supply to open the Shop Order window.
  10. Click the Material tab. Note part 22-250 is removed.
  11. In the header portion, right-click and click Release to make the status of the shop order released.
  12. In the header portion, right-click and click Report to open the Report Shop Order Operation window.  Highlight operation 10, right-click and click Report Time.
  13. Return to the the Structure tab of the DOP Header window.
  14. Select the DOP order for part 22-230, right-click and then click Cancel.
  15. Click Remove on the toolbar to delete the DOP order from the DOP structure.
  16. Save your changes. A message displays to indicate it is not possible to remove a component due to the status of the pegged orders.

Note: Alternatively, right-click and then click Remove Specific Branch(es). This removes the order and all its descendents without having to first cancel each order.  This is allowed when there are no supply orders which have reached a started status.

Changing DOP Routings For Released Orders

Purpose: The purpose of this exercise is to show another way that DOP structures are changed, by changing or removing DOP routings for a DOP Order which is released. This might be done, for example, because you want to use updated routings or if no routings are needed.

Windows:
DOP Order/Detail
DOP Order/Operations

Note: Routings are normally found only on DOP orders with the Create Pegged field set to Pegged Orders.

  1. Create a DOP structure for part 22-110.
  2. Release the DOP header and wait for the background job to finish.
  3. In the Structure tab, right-click and click DOP Order Detail to open the DOP Order window for part 22-110.
  4. Note the operations listed in the Operations tab.
  5. In the Detail tab, note the Routing Revision/Alternative.
  6. Right-click and then click Change Routing Revision and/or Alternative.
  7. Select the desired routing revision and alternative from the List of Values. A message displays to indicate the DOP order and Pegged orders have been updated.
  8. Verify that the routing revision and alternative are changed on the Detail tab. Also verify that the operations listed in the Operations tab have been replaced. Verify the operations for the supply shop order are changed.
  9. Note that the Routing Changed check box for the DOP order is now selected.
  10. You can also remove routings. Using the same order, right-click and then click Remove Routing.
  11. Verify that the routing revision and alternative values are removed from the Detail tab. Also verify that the operations listed in the Operations tab have been removed.  Verify the operations for the supply shop order are removed.
  12. In the Detail tab of the DOP Order  window, right-click and then click Change Routing Revision and/or Alternative.  Select the desired routing and alternative to restore the routing operations for the DOP order and its supply shop.
  13. Go to the pegged shop order and report time for one its operations.
  14. In the Detail tab of the DOP Order window, right-click and then click Change Routing Revision and/or Alternative.  A message displays to indicate it is not possible to change the Structure/Routing due to the status of the pegged orders.

Note: The Routing Changed check box will also be selected when routings are removed.

Changing Quantities in a Released Structure

Purpose: The purpose of this exercise is to show you another way of changing DOP structures, by changing the quantity relationships between the structure levels, when the DOP structure is released. 

Windows:
DOP Header/Structure
DOP Order/Components

  1. Create a DOP structure for the part 22-110.
  2. Release the DOP header and wait for the background job to finish.
  3. On the Structure tab, find the DOP order for the part 22-320 and change the quantity per assembly from 2 to 1. Save your changes. A message appears indicating that the pegged order is updated. The pegged shop order status must be the same or less than the status defined for the shop order update flag on the DOP order.
  4. Verify that the pegged order is updated.
  5. Go to the pegged shop order and report time for one of its operations.
  6. On the Structure tab, find the DOP order for the part 22-320 and change the quantity per assembly from 1 to 2. Save your changes. A message appears indicating that it is not possible to change the component quantity due to the status of the pegged order.

Replicate Changes Between Customer Orders and DOP Headers

Purpose: The purpose of this exercise is to replicate the date and quantity changes between a customer order and a DOP header.  You have to change the date or the quantity on a customer order after it has been released, if the customer requests a change.  You have to change the date or quantity for a DOP header if there is a production problem. 

Windows:
Customer Order
 DOP Header

  1. Create a customer order for the part 22-110, for a quantity of 10, which is due about a week from today. Release the customer order to create the DOP header.
  2. Create the DOP structure for the DOP header.
  3. For the customer order, change the quantity from 10 to 20, and change the date from one week from today to two weeks from today. Save the changes.  A message appears inquiring whether the changes should be replicated. Click Yes.
  4. Query again for the DOP header and verify that the date and quantity have been changed.  Click the Alarms tab and verify that there are two alarms created for the difference between the date quantity of the top DOP order and the DOP Header.  In order to resolve the alarms, use the Update Top Level Date and Update Top Level Quantity options. Note that the Propagate Date Upstream and Propagate Quantity Upstream options must be used to apply the changes to the remaining DOP orders.
  5. Create a new customer order for the part 22-110, for a quantity of 10, which is due about a week from today. Release the customer order to create the DOP header. 
  6. Create the DOP structure and release the DOP header.
  7. For the customer order, change the quantity from 10 to 15, and change the date from one week from today to two weeks from today. Save the changes. A message appears inquiring whether the changes should be replicated. Click Yes
  8. Query again for the DOP header and verify that the date and quantity have been changed. Use the Update Top Level Date and Update Top Level Quantity options to update the top level DOP order. A message appears inquiring whether you want to apply the changes to the pegged shop order. Click Yes. Use the Propagate Date Upstream and Propagate Quantity Upstream options to update the remaining DOP orders.
  9. Click on the Alarms tab to see the existing alarms. Resolve each alarm by using the Adjust Date and Adjust Quantity options to update the pegged orders.
  10. Create a new customer order for the part 22-110, for a quantity of 5, which is due about a week from today.  Release the customer order to create the DOP header. Create the DOP structure.
  11. For the customer order, change the quantity from 5 to 10, and change the date from one week from today to two weeks from today.  Save the changes and do not replicate the changes.
  12. Query again for the DOP header and verify that the date and quantity of the DOP header is unchanged. Click the Alarms tab to verify that two alarms exist.
  13. For the DOP header, change the quantity from 5 to 11, and the date from one week from today to three weeks from today.  Save the changes and replicate the changes.
  14. Query again for the customer order and verify that the quantity and planned due date have been changed. 

Replicate Changes From Pegged Orders to DOP Orders

Purpose: The purpose of this exercise is to change the date and quantity for a pegged order and replicate the change to a DOP order. You might do this if there was a problem with a purchase order or a shop order.

Windows:
DOP Order
Shop Order

  1. Create a DOP structure for part 22-110, quantity of 1, a due date of one week from today.  Release the DOP structure.
  2. For the pegged shop order of the top DOP order, change its lot size from 1 to 2, and the need date from one week from today to two weeks from today..  Save the changes.  A question appears to ask whether to replicate the change to the DOP order. Respond with Yes.  Another question appears to ask whether to replicate the changes for the pegged orders of the materials which are DOP parts.  Respond with Yes.

Note: You have the option to replicate a date or quantity change from a pegged purchase requisition or pegged purchase order to a DOP order.

  1. Re-query the DOP header. Click the Tree Structure tab to verify the quantity and revised due date of the DOP orders for parts, 22-110, 22-210 and 22-240 are changed.

Note: When you choose to not replicate changes between pegged orders and DOP orders, the system creates date and quantity alarms automatically.

Split and Merge DOP Shop Orders

Purpose: The purpose of this exercise is to split and merge a shop order pegged to a DOP order. You might do this when production changes are necessary.

Windows:
DOP Order
Shop Order

  1. In the Shop Order window, query the shop order for the top DOP order in the previous exercise.
  2. In the header portion of the Shop Order window, right-click and click Merges and Splits and click Split Shop Order.  Split the shop order in half.
  3. In the DOP Order window, re-query the DOP order.  Click the Supply tab and click the Shop Order tab. There are two shop orders pegged to the DOP order.  Note the shop order numbers.
  4. Open the Shop Order window for the new shop order. Right-click and click Merges and Splits and click Merge into Shop Order. From the List of Values, choose the original shop order.
  5. In the DOP Order window, re-query the DOP order.  Click the Supply tab and click the Shop Order tab.  There is one shop order pegged to the DOP order.

Unpegging Customer Orders

Purpose: The purpose of this exercise is to unpeg or remove the connection between a DOP and a customer order. You would do this, for example, if the customer canceled the order or you want to peg another DOP to the customer order.

Windows:
Customer Order
 DOP Header

  1. Create a customer order for the part 22-110, for a quantity of 10, which is due about a week from today. If there is no value in the Order Type field, enter NO or select this value from the List of Values. Release the customer order to create the DOP header. 
    Refer to the the Creating DOP Headers from Customer Orders with Automatic DOP lesson to learn how to do this..
  2. At the end of the above lesson, you should have the DOP Header window open, displaying the queried DOP.
  3. On the Demand tab, select the record for the customer order. This is the record which pegs the customer order to the DOP. Note the customer order number ________.
  4. Right-click and then click Unpeg. This will remove the record which links the DOP and customer order. The two will no longer be linked.
  5. Now that the DOP is not linked to fulfill the customer order, it could be used to fulfill another customer order demand or if nothing has been done yet with the DOP, i.e., it is not released, it could be canceled.
  6. As an optional exercise, link the customer order to the DOP again.
  7. On the Demand tab, create a new record. Select the customer order that you just unpegged from the List of Values. Save the record.

Note: More than one DOP can be used to supply a customer order. Additionally, more than one customer order can be supplied by a DOP. 

Unpegging Supply Orders

Purpose: The purpose of this exercise is to unpeg or remove the connection between a DOP and an associated supply order. The supply order can be a shop order, a purchase requisition, or a purchase order. You can do this if there is a problem with the supply order, or if you want to create a different supply order because the DOP changed in some way. 

Windows:
DOP Header
DOP Order

  1. Create a DOP header for the part 22-110, for a quantity of 10, which is due about one week from today. Create the DOP structure and release it to create the supply orders. 
    Refer to the the Releasing All DOP Orders At Once lesson to learn how to do this.
  2. At the end of the above lesson, you should have the DOP Header window open, displaying the queried DOP.
  3. On the Structure tab, right-click in the header area and then click DOP Order Detail to open the DOP Order window with your queried top order. 
  4. Click the Supply tab and then click the Shop Order tab. Select the shop order record, right-click and then click Unpeg. This will remove the record which links the DOP and shop order. The two will no longer be linked.
  5. As an optional exercise, create a new pegged shop order for this DOP order.
  6. In the header area, right-click and then click Create Pegged Order. This will create a new pegged shop order to fulfill this DOP order. You will need to query again for the DOP to see this record on the Supply tab. 

Unpegging All Supply Orders

Purpose:

The purpose of this exercise is to unpeg all the supply orders in a DOP structure at one once. You can do this if there are problems with the supply orders or if you want to create a different set of supply orders because the DOP has changed in some way. 

Windows:
DOP Header
DOP Order

  1. Create a DOP header for the part 22-110, for a quantity of 10, which is due about one week from today. Create the DOP structure and release it to create the supply orders.
  2. In the header portion of the DOP Header window, right-click and then click Unpeg All. A message appears indicating that all the supply orders will be unpegged. 

Note: You can use the Unpeg Branch option to unpeg all the supply orders within a branch of a DOP structure.

  1. Click the Tree Structure tab to verify that there are no supply orders for the DOP orders.

Note: At this point, you need to create new supply orders for each DOP order, one at a time. 

  1. Create a new DOP header for the part 22-110, for a quantity of 2, which is due about one week from today. Create the DOP structure and release it to create the supply orders.  For one of the pegged shop orders, report time for one or more of its operations.
  2. In the header portion of the DOP Header window, right-click and then click Unpeg All. A message appears indicating that it is not possible to unpeg due to the status of one of the DOP orders.

Manually Peg/Re-Peg Existing Supply Orders

Purpose: The purpose of this exercise is to peg an existing supply order to a DOP order. You can do this if there are open non-pegged shop orders for a part, or if you unpeg a supply order and want to re-peg it to a DOP order.  

Windows:
DOP Header
DOP Order

  1. Create a DOP header for the part 22-110, for a quantity of 10, which is due about one week from today. Create the DOP structure and release it to create the supply orders.
  2. Right-click on the Tree Structure tab. Click on the DOP order for the part 22-240, right-click and then click DOP Order Detail.
  3. In the header portion, right-click and then click Manual Pegging.
  4. In the Manual Pegging of DOP Order window, click the Shop Order tab. For one of the available shop orders, set the peg quantity to 1. Save your changes.
  5. In the Dop Order window, click the Supply tab and then click the Shop Order tab. The pegged shop order exists as a supply order to the DOP order.
  6. In the header area, right-click and click Branch and then click Release Branch.
  7. After the DOP order is released, click the Supply tab and then click the Shop Order tab. The DOP order has a new supply shop order with a quantity of 9.
  8. Select this supply order, right-click and then click Unpeg.
  9. In the header area, right-click and then click Manual Pegging.
  10. On the Shop Order tab, set the peg quantity to 9 for the shop order which was unpegged.  Save your changes. Verify that this shop order is a supply order to the DOP order.

Note: You can manually peg or re-peg a purchase order to a DOP order for a part which is purchased.

Create New Pegged Supply Order

Purpose: The purpose of this exercise is to create a supply purchase order for a DOP order with a manufactured part. You can do this if there were production problems for a part and it could be purchased from a supplier. 

Windows:
DOP Header
DOP Order

  1. Before you can proceed with this exercise, create a purchase part record and a supplier for purchase part record for the part 22-210.
  2. In the DOP Header window, (in which the DOP header was created in the previous exercise), click the Tree Structure tab. Click on the DOP order for the part 22-210, right-click and then click DOP Order Detail.
  3. In the header area, right-click and click Branch,  and then click Release Branch.
  4. After the DOP order is released, click the Supply tab and then click the Shop Order tab.
  5. Highlight the supply order, right-click and then click Unpeg.
  6. Click the Purchase Order tab. In the table area of the window, right-click and then click Create New Pegged Order. A message appears inquiring whether you want to create a purchase order. Click Yes.

Note: You can create a new pegged shop order for a DOP order with a purchased part. In order to do this, it is necessary to have a manufacturing structure and a routing defined for the purchased part. 

Cancel Customer Order or DOP Header

Purpose: The purpose of this exercise is to cancel a customer order, a DOP structure, and all its supply orders. You can do this if a customer cancelled a customer order which was released. 

Windows:
Customer Order
 DOP Header

  1. Create a customer order for the part 22-110, for a quantity of 10, which is due about a week from today. Release the customer order to create the DOP header.
  2. Create the DOP structure for the DOP header.
  3. In the Customer Order window, cancel the customer order line. Select a cancellation reason from the List of Values. A message appears indicating whether the changes should be replicated. Click Yes. 

Note: When you choose not to replicate the change, the customer order is cancelled and the DOP header is unpegged from the customer order line. 

  1. In the DOP header window, verify that the DOP header is Cancelled.  Click the Structure Multilevel tab to verify that all the DOP orders have been cancelled.
  2. Create another customer order for the part 22-110, for a quantity of 5, which is due about a week from today.  Release the customer order to create the DOP header.
  3. Create the DOP structure for the DOP header.  Release the DOP header to create the supply orders.
  4. In the Customer Order window, cancel the customer order line.  Select a cancellation reason and replicate the changes.
  5. In the DOP Header window, click the Tree Structure tab to verify that the DOP orders have been cancelled and no supply orders exist.

Note: Canceling a DOP header which is not connected to a customer order cancels all the DOP orders and removes all the supply orders.

  1. Create another customer order for the part 22-110, for a quantity of 3, which is due about a week from today.  Release the customer order to create the DOP header.
  2. Create the DOP structure for the DOP header.  Release the DOP header to create the supply orders.
  3. For one of the shop orders, report time for one or more of its operations.
  4. In the Customer Order window, cancel the customer order line. Select a cancellation reason and replicate the changes.  A message appears indicating that a pegged order has a status which does not allow updates. In order to cancel the customer order line, unpeg the DOP header from the customer order line.
  5. In the DOP Header window, right-click in the header area and then click Cancel. A message appears inquiring whether you want to cancel the DOP header and all the DOP orders in the structure. Click Yes.Then a message appears indicating that the customer order line must be cancelled or the DOP header must be unpegged before the cancellation is done.

Auto Close DOP Orders and DOP Header

Purpose: The purpose of this exercise is to have the system automatically close DOP orders and the DOP header. You would do this to minimize the need to close each DOP order manually.  

Windows:
Site
DOP Header

  1. In the Site window, check the DOP Auto Close parameter for your site.
  2. For one of the existing DOP headers connected to a customer order line, reserve, issue, report and receive the shop orders for parts 22-210 and 22-240.  Reserve the shop order for part 22-210.
  3. In the DOP Header window, click the Tree Structure tab.  Verify the DOP orders for parts, 22-210 and 22-240, and their component DOP orders are closed.
  4. Complete the shop order for part 22-210.
  5. In the Dop Header window, verify the DOP header and all the DOP orders are closed.