Discrete Workstation Transactions

From the Discrete Workstation, you can issue components, move assemblies, complete assemblies and operations, and charge resources without having to return to the main menu. You can either perform the transactions directly on the workstation tabs, or open the appropriate Work in Process window for that transaction.

Issue Components
To issue components to a job from the workstation, you choose the Issue Components button, which opens the WIP Material Transactions window. All relevant job information is automatically defaulted into the window from the workstation.

Move Assemblies
You can perform simple assembly Move transactions directly on the Assembly Move tab graphic using the mouse. The graphic displays a bucket for each intraoperation step, and uses a red ball to represent the assembly quantity. You move assembly quantities from one intraoperation step to another. by dragging the red ball to the bucket at that step.
When you move the assemblies, a window opens so that you can indicate the quantity that you want to move. The assembly quantity at each intraoperation step is displayed numerically above the step, and changes to reflect the number of assemblies that you move in or out of that step.

For more complex Move transactions, for example, if you want to over–complete, over–move, or complete lot and serial number controlled assemblies, you use the Work in Process Move Transactions window. You open the window directly from the workstation by choosing the Move Assemblies button on the Assembly Moves tab. All relevant job information is automatically defaulted into the window from the workstation.

Charge Resources
Resources are automatically charged when you move assemblies, unless you set them up to be charged manually. If you are set up to charge resources manually, you charge them on the Resource Transactions window, which you an open directly from the workstation by choosing the Charge Resources. All relevant job information is automatically defaulted into the window from the workstation.

You also can use the workstation Time Charges tab to charge person and machine time to a resource. On this tab, you select the resource that you want to charge, and enter the Start and End Dates, and the workstation calculates the time. The time is charged at the standard rate unless you select the Use Employee Rate check box, which charges the time at the employee rate.

Complete Assemblies and Complete Operations
You can complete assemblies and complete operations directly on the workstation Assembly Moves tab. You complete assemblies and operations when you drag the red ball graphic into the Complete Assembly or Complete Operation bucket on the tab’s interactive graphic. You also can complete and over–complete assemblies on the Move transactions window, which you open by choosing the Move Assemblies button.

Completing Assemblies
You can complete assemblies on the Assembly Moves tab if you are at the last operation on the routing. The completed assembly is then moved into the completion subinventory designated on the routing.

Completing Operations
You can complete the operation on the Assembly Moves tab for any operation other than the last operation The assembly is moved into the Queue of the next operation.

Serial Control
If you want to over–complete or over–move assembly quantities, or complete assemblies that are lot or serial number controlled, you choose the Move Assemblies button, which opens the Move Transactions window.

Sales Orders and Outside Processing Operations
When a job with outside processing operations is changed to complete, closed, or canceled status – an informational warning message displays if open purchase orders or requisitions exist for any of the operations.
Changing a job status to completed, closed, or canceled is prevented if open reservations exist. If you attempt one of these transactions for a job linked to a sales order, an error message displays. You have two options in order to continue:

  • Unlink the sales order reserved to this job
  • Reduce the job quantity of the job to equal the completed quantity.

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