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2.1. Create Work Order Material Requirement

To create a work order material requirement for an open (O) work order, go to Manufacture > Materials > New. The following screen will appear:

Create Work Order Material Requirement

When creating a work order material requirement, you are presented with the following options:

Work Order #

Enter the work order number of the work order you want to create a material requirement for.

Site

Displays site code automatically when work order number is entered into Work Order # field.

Item Number

Displays item number automatically when work order number is entered into Work Order # field.

UOM

Inventory unit of measure (UOM).

Description

Description of item number.

Status

Displays work order status automatically when work order number is entered into Work Order # field.

Method

Indicates whether selected work order is an assembly or disassembly work order.

Component

Enter the information for the component you want to add to parent item bill of materials (BOM)

Item Number

Enter the item number of the item you want to add to the parent item's bill of materials. This feature allows you to add items to the selected work order's list of material requirements on an ad hoc basis.

UOM

Inventory UOM.

Details

Enter component details required to produce the item manufactured by the selected work order.

Fixed Qty.

If applicable, specify a flat quantity of material required that is independent of the total quantity produced on the work order.

Qty. Per

Enter the quantity of component items required to produce one of the items manufactured by the selected work order. The component item is measured in its inventory UOM. The item manufactured by the work order is measured in that item's inventory UOM.

Issue UOM

Specify the UOM you want to use when issuing item quantity to the work order. Items may be assigned multiple material issue UOMs. These alternate UOMs may be defined on the Item master. You may also select a global conversion ratio here. Global conversions have the label Global appended to them. Unless you specify an alternate UOM, the inventory UOM will be used by default.

Scrap %

Enter the estimated scrap percentage for the ad hoc addition.

Qty. Required

Displays the total quantity required, including quantity per and scrap allowance.

Issue Method

Select one of the available issue methods:

Push

Select if you want material for the item to be issued to the work order by a specific material issue transaction.

Pull

Select if you want material for the item to be issued to the work order by either a material backflush or an operation backflush.

Mixed

Select if you want the item to take upon itself the issue method applied to it initially—that is, either a pull or a push.

Pick List

Select when item should be included as a pick list item.

Used At

Specify which operation the component is used at. For more information on this option, please refer to Section 3.1.1, “ Bill of Materials Item”

Schedule at W/O Operation

Select to indicate that this component is not due until the work order operation that will consume it is scheduled to begin. The scheduling of operations is handled by the Execution Day indicator on the Routing Item screen. For more information, see Section 3.1.1, “ Bill of Materials Item”

To add notes related to work order material requirement, select the Notes tab. The following screen will appear:

Material Requirement Notes

To add reference information related to the work order material requirement, select the Reference tab. The following screen will appear:

Material Requirement Reference

The Reference field can be used to identify any additional attributes associated with the material requirement.