WIP (Work Order Processing)

The following control maintenance records belong to the WIP (Work Order Processing) category.

Auto Reconcile Work Orders

Use this record to enable automatic reconciliation of the setup and material costs on a work order.

Options	Off - There is no automatic reconciliation of the setup and material costs on a work order. To reconcile the displayed work order, use the Reconcile option or Auto Reconcile-On/Off option and select one of the On options. The Auto Reconcile-On/Off option on the Work Order Entry window is set to Off and the box in the bottom right-hand corner of the Work Order Entry window is blank. By Step or by In/Out Grouping - The system takes the setup costs and process costs applicable to the work being done and applies those costs to the material costs of the finished product coming back when you specify the quantity going into stock on the Work Order Entry Material Detail window. The system sets the Auto Reconcile-On/Off option in the Work Order Entry window to On and the selected option displays in the bottom right-hand corner of the Work Order Entry window. by Step - The system reconciles material by individual step. Important: If you want the system to record the process cost for each step when backordering work orders, you must select this option and set the Method For Calculation process Qty For Work Orders control maintenance record to In to Stock. by In/Out Grouping - The system reconciles material coming out of stock with material going into stock, regardless of the number of steps.
Outcome of setting this control record	Determines if the system auto reconciles the setup and material costs on work orders. See the detail above for further explanation.
Default Value(s)	By Step
Action if set to Null	Off
Additional Information	If you plan to use auto reconcile once you have created the template to get the cost of the finished product going back into stock, we recommend that you select by In/Out Grouping and have the system do it for you when you escape out of the Material Details window.

Default Work Order Process Steps For Cutting Products

Indicate the default step to use on the work order that is created when you enter product cuts on an order, and for the final process for cut products.

Settings	Default For Cutting Steps - Determines what process is entered in the Process column when the system creates a work order for cuttable products. Default For Final Process - Determines what process is used for the final process of the work order and indicates all steps for a cuttable product work order are completed.
Outcome of setting this control record	Determines the default first step and the final process step
Default Value(s)	Blank
Dependencies	The system validates your entries based on the Valid Vendor Work Order Processing Codescontrol maintenance record.
Action if set to Null	Steps are not assigned by default.
Additional Information	For more information, see Statuses for Cut Product Work Orders.

Display Process Comments In Work Order Processing Body

Indicate whether the system displays all process comments, either predefined standard comments or comments entered manually, in the body of the work order and when printing steps.

Options	Yes - Displays all process comments. No - Does not display process comments.
Outcome of setting this control record	Determines if the work order comments are included in the body of the work order.
Default Value(s)	Yes
Action if set to Null	Process comments to do not display.
Additional Information	For more information, see Adding Comments to Work Order Processes.

Method For Calculating Process Qty For Work Orders

Select the method to use for calculating process quantity for work orders.

Options	In to Stock - The process quantity is the quantity in the In to Stock column on the Work Order Entry Material Detail window. Important: If you want the system to record the process cost for each step when backordering work orders, you must select this option and set the Auto Reconcile Work Orders control maintenance record to by Step. Out of Stock - The process quantity is the quantity in the Out of Stock column on the Work Order Entry Material Detail window.
Outcome of setting this control record	Determines when a work order product is considered part of the process quantity.
Default Value(s)	In to Stock
Action if set to Null	Same as if set to Out of Stock.
Additional Information	None

Resort Work Order Items When Set In Process For Branch

For each branch, select whether the system re-sorts items on a work order by location when the order step is processed and, if so, how it re-sorts them.

Options	Primary Loc - Sorts by the primary location specified in Product Location Maintenance. Line Item Loc - Sorts by the location selected for the line item on the order using the Scheduling window. The branch used is the ship/stock branch. Description - Sorts by product description. No - Does not sort.
Outcome of setting this control record	Re-sorting can facilitate putting away the order.
Default Value(s)	Blank
Action if set to Null	Same as if set to No.
Additional Information	If you set a branch to Primary Loc or Line Item Loc, unattached comments sort to the top of the list, since they do not have an assigned location.

Update Cost On Sales Order From Tagged Work Order

Select whether to update the cost on a sales order containing items that are tagged to a work order when a cost changes on the work order.

0 (No update) - The cost on a sales order containing items that are tagged to a work order is not updated when a cost changes on the work order.
1 (Update open Gens) - The system copies the price change back to all quantities on the open generation of a sales order tagged to a work order to make sure that the cost on the order is the same as the tagged work order price. This is only effective when you change the cost on the work order itself, and only if the entire quantity for the line item on the generation is tagged to the work order.
2 (Update open and closed Gens) - The system copies the price change back to all quantities on both open and closed generations of a sales order tagged to a work order. The closed generation must still be in an open accounting period.

Update Cost On Work Order From Tagged Purchase Order

Select whether to update an item's cost in the materials list on a work order based on the cost of the tag when procuring material in order to fulfill a work order.

0 (No update) - The cost of an item on a work order that is tagged to a purchase order is not updated by the cost on the purchase order.
1 (Update open Gens) - The system only updates the item's cost on the purchase order if the item is on a step that is currently in an open status.
2 (Update open and closed Gens) - The system updates the cost of all the items on the purchase order for any step in an open or closed status.

The system updates the cost on the purchase order on initial creation of the tag and then any time the cost on the tag changes.

Note: This control maintenance record will not update any Small Project Job line items on any order so that the Small Project Job contract is respected. Updated in Release 9.0.5.

Update Cost On Work Order From Tagged Transfer Order

Select whether to update an item's cost in the materials list on a work order based on the cost of the tag when transferring material from a branch in order to fulfill a work order.

0 (No update) - The cost of an item on a work order that is tagged to a transfer order is not updated by the cost on the transfer order.
1 (Update open Gens) - The system only updates the item's cost on the work order if the item is on a step that is currently in an open status.
2 (Update open and closed Gens) - The system updates the cost of all the items on the work order for any step in an open or closed status.

The system updates the cost on the work order on initial creation of the tag and then any time the cost on the tag changes.

Valid Vendor Work Order Processing Codes

Enter the processes, such as welding, plating, bending and cutting, that you sent to service vendors.

Options	Any free form text up to 15 characters each.
Outcome of setting this control record	The work order processes defined here are available for assigning in Work Order Entry and the Default Work Order Process Steps For Cutting Products control maintenance record.
Default Value(s)	Blank
Action if set to Null	No steps are available in Work Order Entry.
Additional Information	None

Work Order Processing Branch Selection

Indicate how the system determines the shipping and pricing branch for work orders created from the Suggested Work Order window, the OE Schedule window, and a copied work order.

Settings	Use Suggested Work Order Branch For Work Order Shipping Branch field: Yes - Uses the suggested shipping branch as the work order shipping and pricing branch. No - Uses the original work order template shipping and pricing branch as the work order shipping and pricing branch. Prompt - Prompts the user to use the suggested shipping branch as the work order shipping branch. The user can change the value to another branch for which the user is authorized. Use SOE Shipping Branch For Work Order Shipping Branch field: Yes - Uses the shipping branch of the sales order as the work order shipping and pricing branch. No - Uses the original work order template shipping and pricing branch as the work order shipping and pricing branch. Prompt - Prompts the user to use the shipping branch of the sales order as the work order shipping branch. The user can change the value to another branch for which the user is authorized. Prompt For Work Order Branch When Copying From Template In WIP field: Yes - Prompts the user for a shipping branch. No - Uses the original work order template shipping and pricing branch.
Outcome of setting this control record	The settings you enter here determine how the system sets the shipping and pricing branch for work orders.
Default Value(s)	No for all fields.
Action if set to Null	Same as if set to No.
Additional Information	None

Work Order Processing Default Write-Off Account

Select the default G/L account to credit, instead of the Work Order Holding Account, in the case when a work order does not have incoming material on any steps and all of the steps have been set to Complete.

Options	Any general ledger account defined in your system.
Outcome of setting this control record	Use this record when you send material out for testing and do not expect or want to put the material back into inventory when the testing is finished. It might be that the material is destroyed and cannot be put back into inventory.
Default Value(s)	Blank
Action if set to Null	Uses the Work Order Holding account.
Additional Information	For more information, see Creating G/L Accounts for Work Orders.

Work Order Processing Pricing Override Vendor

Enter a pay-to vendor for the system to use to calculate the price for all outgoing material (material coming out of stock) on a work order.

Work Order Processing Prompt For Multiplier Quantity

Indicate whether the system prompts users to enter a multiplier quantity when they copy a work order template to a work order.

Options	Yes - The system prompts for a multiplier and then adds the template items to the work order using the multiplied quantities. No - The system does not prompt for a multiplier. The system adds the template items to the work order using the quantities stored in the template.
Outcome of setting this control record	Determines if the system creates the work order with the quantities specified in the work order template, or if it prompts for the quantity by which it multiplies the quantities in the template.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

WIP (Work Order Processing) Control Maintenance Records