Manufacturing Project Miscellaneous Demand—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 manufactured items into inventory.

Windows:
Inventory Locations

1. Create the following new inventory locations at your site XX01, where XX is your initials.

General exercise for Entering Inventory Location

Required Data

Registering Miscellaneous Demand to Activities

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

1. For activities in your subproject structure, register miscellaneous demand for one of the manufactured parts in your site.
2. Save your changes.

General exercise for Registering Project Demand

Releasing Activities

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

1. Release the activity which has connected miscellaneous demand for the manufactured part.

General exercise for Executing Activities

Main Exercise

Purpose: The purpose of these exercises is to show you how to manufacture project miscellaneous demand.

Windows:
Project Navigator/Demand/Misc.Part
Project Navigator/Connections
Project Navigator/Activity
Shop Order
Shop Order/Tracking and History
Report Shop Order Operation
Receive Shop Order
Project Navigator/Supply/Reserved Materials

Note: If you are using an executable containing IFS/Project together with IFS/Shop Order, you can quickly reach information about the shop order created from your project demand. In the Demand/Misc. Parts tab, select the required demand record, right-click and click Shop Order Detail.

Also when using such an executable, two more tabs will be available which show the information from the shop order requisitions and shop orders connected to the activity. These additional tabs are Supply/Shop Order Req and Supply/Shop Orders. You can work in these two tabs instead of opening the Shop Order Requisition or Shop Order windows.

Creating Project Shop Order Requests

1. Open the Project Navigator window.
2. Query for your project.
3. In the Navigator, select the activity which has registered miscellaneous demand for which you would like to create a request.
4. Click the Demand tab, and then click the Misc. Parts tab.
5. Check that the Supply Option field has the value Shop Order for the manufactured part.
6. Select the desired demand record, right-click and then click Create Project Supply Request.
7. Click the Connections tab and verify that the shop order is listed here as a connected object to the activity and that it is a system connection.
8. Click the Demand/Misc. Parts tab again and select your demand record. Right-click and then click Shop Order Detail to open the Shop Order window populated with the connected shop order.
9. Click the Tracking and History tab and look at the information in the Project ID and Activity Sequence fields to verify that the purchase requisition has been preposted with the correct project and activity sequence number.

Handling Project Shop Orders

Note: Do the following exercise to handle the shop order, and to see the effects on the project activity.

1. Return to the Shop Order window, and note the shop order number you had created previously.
2. Return to the Project Navigator window populated with your project.
3. Select the relevant activity in the Navigator and click the Connections tab to verify that the shop order is listed here as a connected object to the activity and that it is a system connection.
4. Click the Activity tab and observe that no values have yet been retrieved to the Calculated Cost Progress, Calculated Hours Progress fields or the Committed columns on the Cost and Hours tabs.
5. Click the Demand/Misc. Parts tab and check that the shop order information is entered in the shop order fields.
6. Return to the Shop Order window, and in the header, right-click and then click Release to release the shop order.
7. Click the Connections tab again. Observe that the values retrieved to the Committed column are based on the shop order costs and hours.
8. Verify that these values update the correct cost elements, based on how you set up the posting control rule M40 and cost element mappings.
9. Click the Activity tab. Note that the values in the Committed column on the Cost and Hours tabs have been updated correctly from the connected objects.
10. Return to the Shop Order window. Right-click and click the Material Actions menu option. Then select Issue. (Optionally, you can reserve the shop order before issuing it.) 
11. Click the Activity tab. Observe that while the committed cost decreases and the Used cost increases, the Cost Progress and Calculated Cost Progress will be updated now. The cost progress will be calculated by dividing the cost for the used material by the total planned cost for the cost element, and then taking the percentage value of it.
12. Return to the shop order, and on the header, right-click and then click Report.
13. In the Report Shop Order Operation window, select the first operation, right-click and then select Report Time.
14. Click the Connections tab and observe that the connected miscellaneous demand line for the related shop order receives the cost and hour progress in proportion to the number of operations reported.
15. Click the Activity tab. Observe that the value retrieved to the Calculated Cost Progress and Calculate Hours Progress fields are based on the progress of the miscellaneous demand line.
16. Return to the Report Shop Order Operation window, select the rest of the operations and right-click, then select Report Time.
17. Return to the Shop Order window and right-click and then click on the Material Actions menu option. Then select Manual Receive.
18. In the Inventory Receipt tab of the Receive Shop Order window, enter the record for quantity to be received in the preferred inventory location.
19. Click the Demand/Misc. Parts. Verify that the material has been received by checking the Received Quantity and Received Date fields for this part.
20. Click the Supply/Inventory and Reserved Material tabs to verify that the parts are found in the project inventory and reserved for the demand.