Exact Globe+

Overview of materials for production orders to be issued

Introduction

This screen allows you to select the materials to be issued for a particular production order. You can search for the relevant production order(s) in order to perform the relevant process. The processes include enriching or allocating materials to a production order, viewing a production order, and fulfilling the issuance of materials required for the production order.

Menu path

Manufacturing ➔ Entries ➔ Issue

Fields

You can filter the orders that you want to display. To search for orders, you can define one or more of the following criteria and click Search. The orders that match the search criteria you have entered are then displayed.

Warehouse section

Warehouse

Type or select the warehouse to search for all orders that are linked to the warehouse. If you want to display orders for all warehouses, select All.

Selection section

Select the required option to display the type of orders you want to issue material to such as Sales order, Production order, Internal use, Interbranch transfer, or RTV order. To see more criteria, click Advanced. Depending on what you select, you will see different criteria.

If you select Production order, the following fields will be displayed:

Selection code

Type or select the selection code to display the production orders with that specific selection code.

Customer

Type or select a debtor code to display the production orders that are linked to the debtor.

Person

Type or select the person ID to display the production orders entered by the person.

Item code

Type or select an item code to display the production orders that are linked to the production of the item.

Order

Type or select an order number to display the production orders linked to the order.

Production order

Type or select a production order number to display the production order.

Note: This option is only available if you have the E-Manufacturing module, and if the projects have been linked to the production orders.

Order type

Select either Production order or Production order: Disassemble to display the respective type of orders.

Group by, Sort ascending, Sort by warehouse location

Select the required option to group the production orders by the order number or item code.

Select the Sort ascending check box to sort the grouping by ascending order.

Select the Sort by warehouse location check box to display the items in the overview of items to be issued and the corresponding picking list by warehouse locations.

Note: The Sort by warehouse location check box is available only when you select the Warehouse locations check box in the Fulfillment section of Inventory settings. For more information, see Inventory settings.

Make item

Type or select the manufactured item to display the production orders for that item.

Parent project

Type the parent project to display the production orders that are linked to the parent project.

Show

Select Parent project to display only the parent projects, or All to display both the parent production orders and child production orders that are linked to the parent project.

Cost center

Type or select a cost center to display the production orders that are linked to the cost center.

Transaction date

Type or select a date to enter the material issuance transaction.

Fulfillment date

Type or select a date to display the production orders with fulfillment dates on or before the selected date. Select All to see all production orders.

Operation section

Operation

Type or select the operation to display production orders that run this operation.

Note: This field is available only if you select the Operations check box in the Operations section under Manufacturing settings at System ➔ General ➔ Settings.

After defining the search criteria, click Refresh to display the search results.

Note: It is possible that not all the columns in the example are displayed. You can add or delete columns as required. See Inserting and deleting columns.

Buttons

Refresh

Click this to update the search results according to the defined criteria.

Print labels

Click this to print the labels for parts before they are issued to the production floor. You can also select an appropriate layout. In the Print labels screen, you can select the items to include in your label such as finished goods, part items, labor hours or machine hour. For more information, see Printing labels for production orders.

New

Click this to enter a new fulfillment. The fulfillment has to be linked to a project and a person before you can process it.

Note: To enable this button, you have to select a warehouse.

Auto enrich

Click this to automatically allocate stock items for the selected production order. If the item is a serial or batch item, then a serial or batch number will be assigned. If Parent project is selected at Show, the parent project and all its sub-projects will be allocated even though only one project is selected. If Fulfillment date is specified, any items in a production order with a date that is the same as or before the specified fulfillment date, will be allocated. For more information, see Allocating materials to production orders.

Note: Batch items with a shelf life will be allocated based on the earliest expiry date. If the two or more of the batch items have the same expiry date, the batch with the higher quantity will be allocated first. If additional quantity is required, the next batch to be allocated will be from the main location where the batch has the earliest start date but without an expiry date. If more quantity is required, the next batch to be allocated will be from the other locations according to alphabetical order. The batch allocated first will be the one with the earliest start date but without an expiry date. To enable this button, go to System ➔ General ➔ Settings and click Order settings. Then, select the Check stock and Enable enrichment options in the Fulfillment section.

Clear enrichment

Click this to remove any allocated stock items for the selected production order. This will remove the serial or batch number from the stock items while the location of the allocated item will be replaced with the default location of the item, if any.

Note: To enable this button, go to System ➔ General ➔ Settings and click Order settings. Then, select the Check stock and Enable enrichment options in the Fulfillment section.

Complete

This button is disabled if you have selected Production order in the Selection section.

Process