Outside Process Management Examples

Use these examples to better understand how to set up and use Outside Process Management for outside job operations. These examples show the two methods available for handling quantities for the job. When you move the job item into the outside operation, a PO is automatically created, and records are created that identify which items must be shipped to certain vendors. After the outside service is completed by the vendor, the items are received back into the job through the purchase order receiving.

One Line Example

In this example, when job transactions with outside operations are posted, one PO line is created with a quantity equal to the quantity released on the job.

1. On the Shop Floor Control Parameters form, specify this information:
   • Select Enable Outside Process Management.
   • Select One Line in the PO Item Xref Method field.
   • Select Planned as the PO Status default value.
   • Select Oper End Date as the PO Due Date Calculation default method.
2. On the Work Centers form, find or create a work center that has outside processing enabled on the Scheduling tab. Note the ID.
3. On the Job Orders form, create a new job with a release quantity and a status of Released.

   Note: If the selected item has a standard bill of material already set up, you are prompted whether to copy the current BOM. Either copy the BOM or set up job operations manually in the next step.

4. On the Job Orders form, click Operations.
5. On the linked Job Operations form, add three operations. The second operation uses the work center specified above.
6. In the End Date field, specify a date for the operation that uses the outside process.
7. Click Materials from the second operation that you created.
8. In the linked Job Materials form, create a new record and ensure that the reference on the Xref tab is set to Purchase Order.

   Note: If Copy BOM was used, ensure that an operation for an outside process exists and note the operation number.

9. On the Unposted Job Transaction form, create a new record and specify this information:
   • Transaction Type: Select Run, Move, or Machine to activate the Completed field as needed for this example.
   • Transaction Date: This field is defaulted to the current date.
   • Job: Specify the job number created earlier.
   • Operation: Specify the operation number prior to the outside process operation. For example, if the job you created has 3 operations 10, 20, and 30, and the outside process operation is operation 20, specify operation 10 for the unposted job transaction.
   • Completed: Specify a quantity that is less than the released quantity for the job. The quantity can be less than but cannot be more than the quantity released from the job order.
   • Moved: When you tab out of the Completed field, this field is defaulted to the Completed value.
   • Total Hours: Specify the total number of hours.
10. On the Post Job Transactions form, select Post Complete Transactions.
11. Specify the job number from the previous steps and click Process.
12. When you receive the "Post Job Transactions will be performed" message, click OK.
13. Verify that the "Post Job Transactions was successful" message is displayed and click OK.
14. On the Job Materials form, the Xref tab and Reference field are now populated with a purchase order and line number. Click Xref to view the linked Purchase Order Lines form.

    The quantity on the PO line should be the same as the released quantity of the job, based on the One Line parameter selected above.

    The due date of the PO line should match the end date specified for the associated job operation. This is based on the parameter selected above.

15. On the Vendor Shipping form, select the vendor from the created purchase order. The available shipping records are displayed in the grid.
16. Click Ship Line to process an individual record or Ship Batch to process all available records.
17. After the outside service is completed, the vendor sends back the materials. Use the Purchase Order Receiving form to process the received materials. This process also calls the Job Material transaction and the Post Job WIP Move transaction in order to update the job records.

    Note: The PO and line status must be changed to Open in order to perform the receipt. The status defaulted to planned based on the parameter you selected above.

Multiple Line Example

In this example, for each instance when a job transaction with an outside operation is posted, a separate PO line is created with a quantity equal to the quantity of the transaction.

1. On the Shop Floor Control Parameters form, specify this information:
   • Select Enable Outside Process Management.
   • Select Multiple Lines in the PO Item Xref Method field.
   • Select Open as the PO Status default value.
   • Select Oper Fixed Sched Hours as the PO Due Date Calculation default method.
2. On the Work Centers form, find or create a work center that has outside processing enabled on the Scheduling tab. Note the ID.
3. On the Job Orders form, create a new job with a release quantity and a status of Released.

   Note: If the selected item has a standard bill of material already set up, you are prompted whether to copy the current BOM. Either copy the BOM or set up job operations manually in the next step.

4. On the Job Orders form, click Operations.
5. On the linked Job Operations form, add three operations. The second operation uses the work center specified above.
6. In the Fixed Sched Hours field, specify a date for the operation that uses the outside work center.
7. Click Materials from the second operation that you created.
8. In the linked Job Materials form, create a new record and ensure that the reference on the Xref tab is set to Purchase Order.

   Note: If Copy BOM was used, ensure that an operation for an outside process exists and note the operation number.

9. On the Unposted Job Transaction form, create a new record and specify this information:
   • Transaction Type: Select Run, Move, or Machine to activate the Completed field as needed for this example.
   • Transaction Date: This field is defaulted to the current date.
   • Job: Specify the job number created earlier.
   • Operation: Specify the operation number prior to the outside process operation. For example, if the job you created has 3 operations 10, 20, and 30, and the outside process operation is operation 20, specify operation 10 for the unposted job transaction.
   • Completed: Specify a quantity that is less than the released quantity for the job. The quantity can be less than but cannot be more than the quantity released from the job order.
   • Moved: When you tab out of the Completed field, this field is defaulted to the Completed value.
   • Total Hours: Specify the total number of hours.
10. In the Post Job Transactions form, select Post Complete Transactions.
11. Specify the job number from the previous steps and click Process.
12. When you receive the "Post Job Transactions will be performed" message, click OK.
13. Verify that the "Post Job Transactions was successful" message is displayed and click OK.
14. On the Job Materials form, the Xref tab and Reference field are now populated with a purchase order and line number. Click Xref to view the linked Purchase Order Lines form.

    The quantity on the PO line should be the same as the completed quantity of the job transaction, based on the Multiple Lines parameter selected above.

    The due date of the PO line should match the value of the fixed schedule hours of the operation as assigned above. This is based on the parameter selected above.

15. On the Vendor Shipping form, select the vendor from the created purchase order. The available shipping records are displayed in the grid.
16. Click Ship Line to process an individual record or Ship Batch to process all available records.
17. After the outside service is completed, the vendor sends back the materials. Use the Purchase Order Receiving form to process the received materials. This process also calls the Job Material transaction and the Post Job WIP Move transaction in order to update the job records.

Related Topics

Setting Up and Using Outside Process Management (OPM)

About Outside Process Management