Setting Up and Using Outside Process Management (OPM)

Initial Setup

On the Shop Floor Control Parameters form, perform these steps:

1. Select Enable Outside Process Management.
2. In the PO Item Xref Method field, specify the method to use:
   • One Line: When job transactions are posted, only create one PO line with a quantity equal to the quantity released on the job.
   • Multiple Lines: For each instance where a job transaction is posted, create a separate PO line with a quantity equal to the quantity of the transaction.
3. Specify a PO Status default value of Planned or Open.
4. Specify the PO Due Date Calculation default method: Oper End Date or Oper Fixed Sched Hours.
5. Select Base Job Consolidation to create separate lines for each sub-job within the same purchase order, or clear this field to create separate purchase orders for each sub-job.
6. Select Check for Consecutive Operations to create one purchase order, with a line for each operation, for consecutive job operations going to the same vendor when users perform a job move transaction.

   If this field is cleared, a separate purchase order is created for each job move transaction.

Job Operation Setup

To set up a job to go through outside process management, create an operation for an outside work center. Under that operation, create a Job Materials record for an item that will make sense to your vendor. This item is used on the purchase order and the Vendor Shipping form. Set the cross-reference type to Purchase Order; otherwise, OPM does not recognize the records. You can complete cross-referencing at this point, to set up the purchase order header and line record for the outside process.

General Process

When an item is received into the operation that you defined above, the cross-reference is checked:

• If the PO Item Xref Method on the Shop Floor Control Parameters form is set to One Line and the cross-reference is not specified, OPM creates the purchase order and line for the full quantity required by the operation.
• If PO Item Xref Method is set to Multiple Lines, OPM creates a new line for the quantity that was just received into the operation.

No matter which option is used, a Vendor Shipping record is created, or an outstanding shipment is updated with the new quantity that is waiting to be shipped to the vendor. If the purchase order vendor is changed, the related shipping records also change.

You can create Vendor Packing Slips for all the parts to be shipped to various vendors. Use the Vendor Shipping form to ship the parts to the vendor to be processed. Run the Item At Vendor Report to see what was shipped to a vendor but is not yet returned. When the items are returned from the vendor, use the PO receiving features to receive the items and issue them to the job.

Related Topics

About Outside Process Management

Outside Process Management Examples