Creating Project DOP Headers for Serial Items—Exercises

Basic Data Setup

Inventory Location

Purpose: The purpose of this exercise is to create an inventory location for the receipt of project-specific items to inventory. 

Windows:
Inventory Locations

1. If you have not already done so, create the following new inventory location at your site:

General exercise for Entering Inventory Location

Required Data

Approving the Project Product Structure

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below.

1. Approve the project product structure.

General exercise for Approving Project Part Definitions and Project Items

Releasing Project Activities

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below.

1. Release the project activities connected to the project items in the project product structure.

General exercise for Executing Activities

Running the Gross Requirements Calculation (GRC)

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below.

1. Perform the gross requirements calculation (GRC) for your project.

General exercise for Running the Gross Requirements Calculation (GRC)

Main Exercise

Purpose: The purpose of this exercise is to show you how to create DOP Header for serial project item, and then handle the DOP Header in order to track the costs and progress back to the connected activity.

Windows:
Project Product
Project Navigator/Activity
DOP Header
DOP Order
DOP Order/Supply
Purchase Order
Shop Order

Creating DOP Headers for Serial Items

Note: You must have chosen some project-specific items to be serialized items. For more information on how to set some of your items to serial, refer to Defining Serial Numbers exercise.

1. Open the Project Product window, and query for your delivery project.
2. Click the Items tab and connect a project activity to the project-specific serial item.
3. Select Dynamic Order Processing in the Supply Option field against the serial item.
4. Click the Demand tab, and on the MPL tab run GRC as described in the previous exercise.
5. Select the serial item, right-click, and then click Create Project Supply Request. A message appears asking you if you want to create a request for the part.
6. Click Yes to create a DOP Header.
7. Click on the Supply/DOP Headers tab to see that a record has been entered for the DOP header.
8. Click the Connections tab to view the DOP header connection to the project activity. The System Connection check box will be selected, indicating a system connection exists between the project activity and DOP header.
9. Right click on the DOP header record in the Supply/DOP Headers tab and click DOP Header Detail to view the DOP header.

Note: The Dynamic Order Processing right mouse button option is enabled only if IFS/Dynamic Order Processing is installed and existing in the executable.

8. On the DOP Header window, right-click, click Create Project DOP Structure and then click Create Structure.
9. Click the Structure tab to view the created structure.
10. Right-click on the header again and click Release All to release all the DOP orders created for the DOP structure.
11. Click on Costing tab and on the navigator, right-click on the top node of the DOP structure and select Calculate DOP Cost. In the dialog box that opens up, enter your site and select all DOP cost types. 
12. In the Structure tab, right-click and then click the DOP Order Detail menu option to view the DOP order.
13. In the header portion of the DOP Order window, right-click and then click Serial No to reserve serial parts for the DOP Order.
14. In the Reserve Serials for DOP Order window, click New and enter a serial number on the row. If the required quantity of a particular serial part is more than one, click Sequence, click New and enter the required information. Click Apply and OK.
15. Verify on the Serial No Reservations tab that required serial numbers have been reserved for the DOP Order.
16. Click the Supply/Summary tab and check that a pegged order has been created for the part.
17. Select the record then right click and click Go to Supply menu option to view the created supply for the part.

Handling Pegged Order to Report Cost and Progress on Activity

1. Go to the created supply pegged to the DOP order. If it's a purchase requisition, convert to a purchase order then release it. If it's a shop order, then go directly to step 8.
2. Go back to the Costing tab of the DOP header and calculate the DOP cost, as described in step 11 of the previous exercise.
3. Go to the project activity that has been connected to the part. Refresh the window and see if the cost has been retrieved back to the activity. Note that the cost calculated in the Estimated Accum Cost field in the DOP Header/Costing tab will give you committed cost back in the project activity.
4. Go back to the purchase order. Confirm and receive it.
5. Close the DOP order.
6. Observe the progress in the project activity. Since this is the only DOP order connected to this activity, the progress will be 100%, if the chosen Progress Method is DOP Header.
7. Repeat steps 2 and 3. Note that the cost calculated in the Actual Accum Cost field in the DOP Header/Costing tab will give you used cost back in the project activity.
8. If the created supply is a shop order, then release it.
9. Repeat steps 2 and 3.
10. Reserve then issue the material to the shop order.
11. Repeat steps 2 and 3 and observe what happens to the committed and used costs back in the project activity.
12. Report operations on the shop order, and then repeat steps 2 and 3.
13. Observe the hours and costs retrieved in the project activity.
14. Receive the shop order.
15. Close the DOP order.
16. Observe the progress in the project activity. Since this is the only DOP order connected to this activity, the progress will be 100%, if the chosen Progress Method is DOP Header.