Creating Project Shop Orders—Exercises

Basic Data Setup

Inventory Location

Purpose: The purpose of this exercise is to show you how to create an inventory location for the receipt of project-specific items into 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 Exercises

Purpose: The purpose of this exercise is to create a shop order for a project specific item.

Windows:
Project Product
Project Product/Demand
Project Product/Supply
Shop Order
Project Navigator
Project Navigator/Activity
Prerequisite: Perform these exercises instead of those included in the Creating Project Shop Orders for Serial Items extended exercises, and if you have not done the Defining Serial Numbers exercises.

Creating Project Shop Order 

1. Open the Project Product window, and query for your project XXPD–01.
2. Click the Demand tab.
3. On the MPL tab, select the project-specific manufactured item 20-10XX (Engine 1600), right-click, and then click Create Request.  A message appears prompting you if you want to create a request for the part. 
4. Click Yes. 
5. Click the Supply tab and then the Procured tab. Make sure that a record has been created for the procurement of this project item.
6. Note the shop order number. 
7. Right-click and then click Shop Order to view the created shop order.

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

10. Open the Shop Order window, and query for your shop order at your site.
11. Verify that backward scheduling has occurred from the earliest finish date on the shop order.
12. Verify that the lot size is equal to the required quantity from the delivery project and that the site is the default project site. 
13. Verify that one of the allocations created, e.g., 20–11XX (Engine Block 1600), is a child node in the delivery structure. Also verify that the quantity per assembly is correct. 

Note: As no routing template ID has been connected to project-specific manufactured part 20–10XX before its transfer to inventory, you will manually create the operations for it directly onto the project shop order.

14. On the Operation tab, create the six operations shown in the following table:

    Operation No	Operation Description	Work Center No	Work Center Desc	Mach Setup Time	Mach Run Factor	Labor Class	Labor Setup Time	Labor Run Factor
    10	Pick Parts	100	Picking	0	0	1	0	0.1
    20	Add Engine Block 1600	300	General Assembly	0	0	3	0	0.5
    30	Add Cylinder Head 1600	300	General Assembly	0	0	3	0	0.5
    40	Add Electric System 1600	300	General Assembly	0	0	3	0	1
    50	Add Cooling System 1600	300	General Assembly	0	0	3	0	0.5
    60	Test Engine 1600	810	Test	0.2	2	3	0.2	2

15. Click the Tracking and History tab, and make sure that the shop order has been posted with the correct project ID and activity sequence. 
16. In the header portion of the window, right-click and then click Release to release the shop order. 
17. In the header portion of the window, right-click and then click Material Actions – Reserve to reserve the parts to the shop order. 

Note: Because you created the shop order for the top item in this exercise (i.e., not just a sub-assembly), you will continue with issuing the shop order in the Issuing Items from Inventory through a Shop Order exercises in the Assemble and Test Project Delivery Product course.

Checking Feedback of Shop Order to the Project Activity 

1. Open the Project Navigator window, and query for your project XXPD–01.
2. In the graphical project structure on the left side of the window, go to activity 2010 (Manufacture special engine), i.e., the activity connected to the project-specific manufactured item 20–10XX (Engine 1600). 
3. Click the Activity tab.
4. Review the results. Make sure that the progress method that is selected includes shop orders. 
5. Verify that the Calculated Progress is still 0% at this point.