Creating Project Shop Orders for Serial Items— Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

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:
Location No Warehouse Location Name Location Group
PROJ A Proj parts PICK

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 lesson 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 show you how to reserve a serial number for a project-specific serialized manufactured item and create a shop order for it.

Windows:
Part
 Project Product
Shop Order
 Receive Shop Order
Prerequisite: Perform these exercises instead of those included in the Creating Project Shop Orders key exercises, and if you have done the Defining Serial Numbers exercises.

Defining Serial Tracking Flags and Reserving Serial Number

  1. Open the Part window, and query for the top part 20–10XX (Engine 1600).
  2. On the General tab, select the After Delivery Serial Tracking and Inventory Serial Tracking check boxes, if they are not already checked. Save your changes.
  3. Open the Project Product window, and query for your project XXPD–01.
  4. On the Items tab, select part 20–10XX, right-click, and then click Serial – Reserve Serials. 
  5. Enter the desired serial number.
  6. Click OK. 

Creating Project Shop Order for Serial Manufactured Item

  1. Open the Project Product window, and query for your project XXPD–01.
  2. Click the Procurement tab. 
  3. On the MPL tab, select the project-specific serial 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 Procured tab, and 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 shop order.

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

  1. Open the Shop Order window, and query for your shop order at your site.
  2. Verify that backward scheduling has occurred from the earliest finish date on the shop order.
  3. Verify that the lot size is equal to the required quantity from the delivery project and that the site is the default project site. 
  4. Verify that one of the allocations created, e.g., 20–11XX (Engine Block 1600) is a child node in the delivery structure, and that the quantity per assembly is correct. 
  5. Click the Tracking and History tab. Verify that the shop order has been posted with the correct project ID and activity sequence. 
  6. In the header portion of the window, right-click and then click Release to release the shop order.
  7. In the header portion of the window, right-click and then click Material Actions – Reserve to reserve the parts to the shop order.
  8. Click the Material tab.
  9. Select all lines, right-click, and then click Manual Issues to manually issue each part to the shop order. The Manual Issue Shop Order window appears.
  10. Verify that the location number is the correct inventory location depending on whether the part is standard planned or project specific.
  11. In the Qty to Issue field, enter the correct quantity for each material.
  12. Save each record.
  13. Close the window.
  14. Refresh the shop order, and verify that the status is now Started.
  15. In the header portion of the window, right-click and then click Material Actions – Manual Receive to receive the shop order. The Receive Shop Order window appears, as does a warning about a proposed location that is required for serial inventory receipt.  
  16. Click OK.
  17. In the Proposed Location field in the header portion of the window, select the project inventory location PROJ using the List of Values. Click OK.
  18. Verify that the lot size is equal to the required quantity for the part.
  19. Select the Auto Report of Operations check box.
  20. In the header portion of the window, right-click and then click Build Serial Structures.
  21. Click the Serial Inventory Receipt tab. A message appears indicating that the serial structure has been built. 
  22. Click OK.
  23. In the Serial No field, enter the corresponding serial number that was reserved for part 20–10XX in the exercise above.
  24. Save your changes.
  25. Close the window.