Overview
The Work Order Issue Transaction is the function that issues the Work Order Component Item(s) from inventory to the Work Order. The transaction reduces the on-hand inventory and increases the component item inventory on the Work Order, moving related costs at the same time. The transaction credits the Component Item's Inventory Manufacturing Sub Ledger Account (identified on the Item’s Inventory Item Master, which defaults from the Item’s Commodity Code but can be overridden on each Item record). The system also debits the Work Order’s Manufacturing Sub-ledger Work in Progress account identified on the Item’s Inventory Item Master (also defaulting from the Inventory Commodity Code or overridden on the Inventory Item record). The Work Order Issue function presents the available locations from which inventory can be issued. Non-serial/lot-controlled, serial number-controlled, and lot-controlled items are issued with a Work Order Issue Transaction.
Processing Notes
When the Work Order Issue transaction is initiated from the Visualforce (VF) Page, the system creates the custom setting 'WOIssue_RunAsQueueableClass' with a default value of True if it doesn't exist.
Salesforce has a limitation that only a maximum of 5 concurrent Batch Apex processes can run simultaneously.
The Work Order Issue transaction initiated from the VF page is processed based on the value of the custom setting 'WOIssue_RunAsQueueableClass' as mentioned below:
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When the custom setting is True, a Queueable job will be created for the transaction using Salesforce Flex Queue. If 5 batch processes are running concurrently, this job will remain in the queue and will be processed when a batch is available for processing.
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When the custom setting is False, the system processes the transaction based on the quantity to be processed:
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If the quantity to be processed is less (i.e., < 25), the system processes it synchronously.
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If more quantity is to be processed and a batch is available, the system processes it as an asynchronous Batch Apex. If 5 batch processes run concurrently, an error message will be displayed, indicating that the Salesforce server is currently unavailable to process the job.
NOTE The VF page will keep loading until the system processes the job.
Navigation
In Classic: Rootstock Site Map > WO Issue.
In Lightning: App Launcher > Work Orders app > Mass WO Issue Lightning tab.
NOTE Work Orders at least status 5 (Pick List generated) and less than Status 9 (Closed) are available for component material issues.
Fields
Division: Division in which the Work Order resides.
Work Order: The Work Order number that components will be issued to. User will have any one of the below ways to select the Work Order based on the custom setting woiss_WOAutoCompleteThreshold value:
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When the number of Work Orders in a division is less than the value of the custom setting, a drop-down list will be available to select the Work Orders.
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Else an autocomplete control will be available so that the user can type the Work Order name and select the Work Order that needs to be issued.
Transaction Date (only in classic): Date of the Work Order Component Issue Transaction. This is today's date, or if backdating is enabled, enter a date before today.
Display Options: Options are chosen by highlighting the option in the Available window and then selecting the right arrow to move the selected option to the Chosen window. To deselect a Chosen option, highlight the option and use the left arrow to move the selected option to the Available window.
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Display Non-serial Components: Moving this to Chosen displays all non-serialized components.
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Display serial components: Moving this to Chosen displays serialized components.
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Include Backflush: Moving this to Chosen displays items designated to be backflushed.
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Allow Over-issue: Moving this to Chosen allows for a quantity greater than the required quantity to be issued.
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Display Document: Moving this to Chosen will display documents.
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Display Location Comments: Moving this to Chosen will display the Inventory Location Comments text box.
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Display Dmd (Demand) Comments: Moving this to Chosen will display the component Work Order Demand comments text box.
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Display All Components: Moving this to Chosen displays all components, including components with no inventory.
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Auto-Select Serial Numbers: Moving this to Chosen will automatically select serialized components. Selection begins with the lowest serial number and continues through a higher serial number until the required total has been met. If inventory is less than required, Auto-select will include all serial numbers displayed. This auto-selection can be overridden.
Sequence Demands by Work Center: If Component Items have been linked to specific Work Centers via the Routing, the component list will be displayed in Work Center order.
Operation Numbers (only in Lightning): This field displays operations belonging to the selected Work Order. The user can select the Operation Numbers to filter and display Work Order Components based on the selected Operation Numbers.
Default Comp Qty per Parent Qty Accepted: When checked, it will update the issued quantities for backflushed components that were not available when a receipt(s) was processed.
EXAMPLE If the quantity per is 5 for a backflushed component and the parent item had 5 accepted (but the component was not backflushed because it was not available when the receipt was processed), then checking this checkbox would cause the now-available component quantity to be set to 25, which will correctly reflect the accepted parent quantity.
Serial Component: Specify a specific serialized Component Item to be displayed if it is desired to limit which serial numbers can be used. Enter the serial numbers you want to issue in the box under ‘Serial Component’. Only these serial numbers will appear in the grid box.
IMPORTANT Only Components that have available Inventory are displayed unless ‘Display All Components’ has been selected in the Display options. Components with no available inventory will not have the 'Selected' box available. Once the components to be issued have been selected, use the Issue Selected Components button to process the transactions. The system will update the appropriate component inventory and post the proper accounting transactions.
The option “Include Backflush” can be selected in Display Options. If chosen, Backflush Items will be included in the display and can be issued. If this is done, the standard Backflush feature (where components are issued at Work Order Operation completion or Work Order acceptance to stores) will recognize that these items have already been issued and will not issue additional material beyond the open required amount, if any.
The display option is available to display 3 additional fields to capture comments or document information.
Actions
Display Components: Selecting the Display Components button will display Work Order Components to be issued based on the criteria in the Chosen display area.
Fields
Component: Item number of the component to issue.
Issue Site: The site from which the component will be issued.
Project: The Project from which the Item will be issued. Applicable only if Project Control is Active in the Division.
Required: Quantity required of the component.
Allocated: Allocated Quantity of the component.
Issued: Total quantity previously issued.
Remaining: Remaining quantity of the component to issue.
Selection Section
Selected: Set indicator to checked to select the line.
Loc ID: The warehouse Location ID where the Item is located.
Loc Num: The warehouse Location Number within the Location ID where the Item is located.
Expiration Date: When the component to be issued is a Lot Controlled Item, this is the expiration date of the lot.
NOTE When an Item is lot controlled, lots available for selection will only display when the Item by Lot Number "On Hold' indicator is not checked. See 'Expiration Behavior for Lot Controlled Items'.
Location Qty: On hand quantity in the Location ID/Location Number warehouse location.
Issue Qty: Quantity to be issued. This may be overridden.
Txn Comment: User entered transaction comment.
Issue Selected Components: After selecting the components to be issued, use this button to issue the component items from inventory to the Work Order. This action creates the Work Order Issue transaction for the selected components and creates the financial journal entries.
SEE ALSO
Work Order Transactions
Work Order Overview
Work Order Types
Expiration Behavior for Lot Controlled Items
