Overview
Labor Work Orders are used to plan and manage Work Orders for activities that will have only labor charges. No items are issued or received into inventory when the Labor Work Order is complete.
NOTE Labor Work Orders are always manually entered.
Application
This type of Work Order allows the collection of labor without the expectation of a Parent Item being received into inventory at its completion.
EXAMPLE Work Orders used to track engineering and design development.
Labor Orders can be created manually or automatically when a Configured Sales Order Line is Firmed, and the Line Inventory Item relates to an Engineering Item defined with Labor Only Item Type.
Prerequisites
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System Configuration Record: Labor Only Work Orders must have the indicator checkbox checked.
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Inventory Commodity Code: Labor Only Work Orders require the creation of one or more items that are designated as ‘Labor Only’ items. If there will be many “Labor Only” Items created, an Inventory Commodity Code for “Labor Only” items is recommended.
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Engineering Item Master: An Engineering Item Master is created with the Item Type set to “Labor Only”.
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Routing Master and Routing Operations: A Routing Master may be defined for the Labor Only Item. If none is defined for the item, the default Routing Master from the Inventory Commodity Code will provide the Routing Operations.
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Action: Create a Labor Work Order.
Navigation
Rootstock Site Map > Work Orders > Labor Work Orders
Fields - ADD MODE
Division: Division in which the Work Order is entered (display only).
Order Number: The user-created Order Number for the Labor Only Work Order. This must begin with at least one letter.
Item Number: The Labor Only Item Number for this Work Order.
Project: The Project assigned to this Work Order.
Quantity: Rootstock suggests using 1 for Labor Work Orders because nothing is actually produced that will go into inventory. The system will accept quantities greater than 1, but nothing happens programmatically if a quantity greater than 1 is entered.
Due Date: This is the date the Work Order is due to be completed.
Extract Routing: When checked, Routing will be extracted upon Saving the Work Order. If the Extract Routing box is unchecked, the Routing Operations can be manually entered into the Work Order.
Target Site: This field indicates the Site in which this Work Order will be active. Defaulting to the Main Site, it can drive the source of the Routing and the location of consumable materials. When Labor Hours are booked against the Work Order, the resulting Cost Transaction's Order Site will be set to this 'Target Site' value.
NOTE By default, the 'Target Site' will be set to the 'Main Site' on the current Division and can be changed to any Site that belongs to the current Division.
Project Charge Code: When Project Charge Codes are active, select a predefined Project Charge Code consistent with the Project defined on the given Work Order.
NOTE The Project Charge Code field will be displayed only if the Project Charge Code/Project Job Code is active on the Current Division of the Manufacturing User. This field is required when the Project Charge Code is active, and it is optional when the Project Job Code is active.
Labor Only Work Order Header and Tabs
Buttons Across the Top of the Screen
Edit: Click this button to edit the selected Labor Only Work Order.
Delete: Click this button to delete the selected Labor Only Work Order.
Extract Routing: Click this button to extract the Manufacturing Engineering Routing for the Parent Item.
NOTE Before the extraction occurs, the user may select the 'Alternate Operation Code'. If used, this will cause the extraction to include routing steps that have been defined as 'alternates' when the Routing Master was created.
Release: Used for Status 2 Work Orders (the status the Work Order is initially created at). Change status to '5'.
Recall: When 'Release' is clicked, the button will change to 'Recall', allowing the user to set the status back to '2'.
NOTE The Recall button will be disabled if any of the below conditions are satisfied:
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Time and Quantity Booking has been completed.
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Any components have been allocated or issued.
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The Work Order Status is either '8 - Complete/Fully Received' or '9 - Closed'.
Complete: Because there are no Work Order Receipts for Labor Only Work Orders, the system provides the Complete button to indicate the Work Order has been finished. Labor may still be reported at status '8'.
IMPORTANT The users can complete the Labor Only Work Orders in a specific operation where the 'Allow Accept Indicator' flag is enabled without having to complete all available operations. However, if the flag is not checked, it is necessary to complete all operations prior to the last operation before completing the Labor Only Work Order.
Reverse Complete: Changes the Work Order status from '8' to '5' and puts the Complete button back.
Close Work Order: Changes status to ‘9’ and prevents any further labor entries.
Fields - VIEW MODE
Division: Identifies the specific Division associated with this Work Order.
Order Number: The user-created Order Number for the Labor Only Work Order. This must begin with at least one letter.
Item Number: This is the Labor Item Number for this Work Order.
Project: The Project assigned to this Work Order.
Qty Required: Since nothing is actually produced that will go into inventory on Labor Only Work Orders, enter ‘1’. The system will accept quantities greater than 1, but nothing happens programmatically if greater than 1 is entered.
Due Date: This is the date the Work Order is due to be completed. Think of it as the ‘Need’ date.
Status: This field signifies the current status of the Work Order. Status values are:
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1 - Planned
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2 - Firmed
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4 - Released/Ready for Activity
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5 - Picklist Records Generated
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7 - Activity Started
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8 - Complete/Fully Received
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9 - Closed
WIP Account: Identifies the Work In Progress Account to which all charges applied to this Work Order will be directed. This field defaults from the Commodity Code associated with the Work Order Parent Item but can be overwritten with another appropriate Manufacturing Account here.
Variance Account: Identifies the Variance Account to which Work Order Variances will be charged. This field defaults from the Commodity Code associated with the Work Order Parent Item but can be overridden.
NOTE Work Order Variance is calculated and booked at the time of the Work Order Close.
Alt Operation Code: The Alternate Operation Code is specified to select Routing Operations if one exists.
Target Site: This field indicates the Site in which this Work Order will be active. Defaulting to the Main Site, it can drive the source of the Routing and the location of consumable materials.
NOTE The Target Site can be changed only when this Labor Work Order is in '2' firmed status, and there are no Operations or Components under the associated Work Order.
Sales Order Line: If the Work Order was generated from a Sales Order, the value is the Sales Order Line Identifier.
Total Estimated Hours: Total number of hours in the Routing Operations.
Total Hours Booked: This value represents the total Labor Hours that have been reported (to date) from labor bookings against operations on this Work Order.
Scheduled Release Date: This is the date on which the Work Order is to be released (status incremented to 5). This date is calculated by taking the Date Required backed off by the Manufacturing Lead Time to determine the Start Date, then backed off by the Work Order Release Lead Time.
Scheduled Completion Date: The date the Work Order is scheduled to be completed.
Organizational Department: This is the Organizational Department associated with this Work Order.
Number of Operations: The total number of operations on this Work Order.
Operations Remaining: This field is set to the number of incomplete operations.
Project Charge Code: When Project Charge Codes are active, select predefined Project Charge Code consistent with the Project defined on the given Work Order.
NOTE The Project Charge Code field will be displayed only if the Project Charge Code/Project Job Code is active on the Division. The Project Charge Code can be changed only when the Work Order is in '2' firmed status.
Total Cost Tab
Fields
Material: Total Material Cost transacted to the Work Order. This is zero on Labor Only Work Orders.
Labor: Total Labor Cost transacted to the Work Order.
Material Overhead: Total Material Overhead Cost transacted to the Work Order. This is zero on Labor Only Work Orders.
Labor Overhead: Total Labor Overhead Cost transacted to the Work Order.
Fringe Overhead: Total Fringe Overhead Cost transacted to the Work Order. This always is zero on Labor Only Work Orders.
Machine Overhead: Total Machine Overhead Cost transacted to the Work Order.
Subcontract Material: Total Subcontract Material Cost transacted to the Work Order. This is always zero on Labor Only Work Orders.
Subcontract Labor: Total Subcontract Labor Cost transacted to the Work Order.
Total Charges: Total Labor Cost transacted to the Work Order.
Operations Tab
Fields
Operation Number: The Routing Operation Number.
Process: The Process Number associated with the Routing Operation.
Work Center: The Work Center in which the labor is to be incurred.
Available: Valid values are 'Yes' or 'No'. Yes indicates the previous operation has been completed. On Labor Only Work Orders, when the labor entered is equal to or greater than estimated hours, the next operation is considered ‘Available’.
Completed: Operation complete: Yes or No. On Labor Only Work Orders, when the labor entered is equal to or greater than estimated hours, the operation is considered ‘Complete’.
Estimated Hours: Estimated Hours to complete the Routing Operation based on Routing Time.
Actual Hours: Actual Hours charged to the Routing Operation.
Scheduled Start Date: Scheduled Start Date of the Routing Operation, calculated by the Scheduling Function.
Scheduled Completion Date: Scheduled Completion Date of the Routing Operation, calculated by the Scheduling Function.
Oper Txns Tab
Fields
Operation Number: The Routing Operation Number.
Process Number: The Process Number assigned to the operation.
Work Center Number: The Work Center in which the time was charged.
Labor Hours: The Labor Hours reported on this operation.
Employee Rate: The Hourly Rate of the employee from the Manufacturing User record.
Cost: The cost of this Labor Transaction. Calculated by the number of hours x the employee rate.
Created Date: Date the Labor Transaction was created.
Dimensions Tab
Fields
Dimension (1-8) Value: This is the value assigned to this Financial Dimension for this Work Order. Available dimensions are identified on the Company Master Record.
SEE ALSO
Work Order Overview
Work Order Types
Work Order Setup Requirements
Work Order Sources
Sales Orders - How to Manage Configured SO Lines
