Overview
The Work Order Receipt is used to receive the Item produced on a Work Order from Work In Progress into inventory.
Application
It is used to accept from Work In Progress into Inventory the quantity produced on the Last Operation of a Routing or on an Operation with the “Allow Accept Indicator” checked. Operationally, it increases the Quantity Accepted and reduces the Quantity in Work In Progress (Work Order > Qtys & Hrs tab). Financially, the transaction credits the Work Order Sub ledger Work In Progress account (displayed on Work Order > Misc Tab) with the value of the quantity received and debits the Inventory Sub Ledger Account (defined on the Inventory Commodity Code or overridden on the Inventory Item Master record).
Processing Notes
When the Work Order Receipt transaction is initiated from the Visualforce (VF) Page, the system creates the custom setting 'WOReceipt_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 Receipt transaction initiated from the VF page is processed based on the value of the custom setting 'WOReceipt_RunAsQueueableClass' as mentioned below:
-
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.
-
When the custom setting is False, the system processes the transaction based on the quantity to be processed:
-
If the quantity to be processed is less (i.e., < 25), the system processes it synchronously.
-
If more quantity is to be processed and a batch is available for processing, 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
WO Receipt
NOTE Use the drop-down to select a Work Order to receive. The Reload Work Order(s) button will refresh the list of available Work Orders. Work Orders with a status of between 5 and 8 will be displayed.
Fields
Division: The Division in which this Work Order Receipt is being transacted.
Sort by Item Number: Sort the presented information by Item Number. When left unchecked, the drop-down displays Work Orders in Work Order number sequence.
Work Order: Drop-down that displays Work Orders available to be received. Select the Work Order Number to which the transaction is being submitted. The display will refresh when a Work Order is selected from the Pick List.
WO Receipt Traveler: This value confirms the name of the template used when printing the Traveler. The value defaults from the Division Master and can be overridden by selecting the “Override Receipt Template” checkbox and selecting a new template.
Override Receipt Template: Check this box to allow the selection of a new template for printing the Traveler.
Fields in the Work Order Receipt Transaction
Order No: The Work Order Number. Populated from the Work Order.
Item No: The Item Number of the item being manufactured on this Work Order. Populated from the Work Order.
Description: The description of the item number being manufactured on this Work Order.
Project: The Project Number assigned to this Work Order. The inventory received from this Work Order will be moved into Inventory for this Project, populated from the Work Order.
Order Qty: The total quantity being produced on this Work Order, populated from the Work Order.
Due Date: The date the Work Order is due to be completed, populated from the Work Order.
Status: The current status of this Work Order.
Operation: The Work Order operation for this transaction. Select an operation/quantity from the drop-down.
NOTE Only operations with the Allow Accept Indicator set and has a Quantity Available in that Operation, or where this is the last operation, are available to process Work Order Receipts.
Inventory Location ID: Select a Location ID. The Location ID of the Inventory Location to which this receipt will be added.
Inventory Location Number: Select a Location Number. This is the Location Number of the Inventory Location to which this receipt will be added.
Qty Remaining: The Quantity Remaining on this Work Order to be received into inventory. This is calculated by the system as Quantity Required minus (Quantity Accepted plus Quantity Scrapped).
Qty to be Accepted: This is the quantity to be processed in this transaction.
NOTE For Rework or Refurb Work Orders, when the custom setting worcpt_AllowReworkRcptMoreThanIssued is set to True, the user is allowed to receive more than the Qty Remaining.
Lot No: When the Parent Item's Inventory Item Master (or Commodity Code) is set to allow the assignment of Lot Numbers at Work Order Receipt, the Lot Number may be assigned here if not already defined on the Work Order directly.
Lot Expiration Date: Shown only when the item received is Lot Controlled and is initialized to the 'Lot Expiration Date' value on the Work Order. If 'Expiration Date is Required' is checked on receiving the Inventory Item Master > Misc CC Override tab, then an Expiration Date greater than 'today' must be defined.
Transaction Comments: This is a free-form comments field. Comments entered here will be written to the Inventory Cost Transaction resulting from this Work Order Receipt.
Location Comments: This is a free-form comments field. Comments entered here will be written to the Inventory Location Record resulting from this Work Order Receipt.
NOTE When the item being manufactured and received on the Work Order is a serialized item, the available serial numbers which can be received will be displayed in a window labeled Serial Numbers(s). Left mouse click to select a serial number or CNTRL and left mouse to select multiple serial numbers.
Select the Perform Work Order Receipt button to submit the transaction for processing.
NOTE When the processing of the Work Order Receipt Transaction is completed, an Inventory Cost Transaction with a Type ID of WORCPT will have been generated. (See Inventory Cost Transactions).
IMPORTANT Sales Order Issue and Configured Sales Order Work Order Receipt Can be bound together by enabling the Bind CSO Work Order Receipt and SO Issue flag under the order processing tab on the Sales Order Control page. This indicates that the Sales Order Issue and Configured Sales Order Work Order Receipt are bound together, meaning that the Work Order Receipt will automatically trigger the Sales Order Issue Transaction.
Work Order Over Receipt
For example, if the user wants to perform a Work Order over-receipt, Original Quantity. req = 10, Receipt for Quantity = 15. This can be performed by checking the 'Allow Work Order Over Receipt' flag on the Division Master > Advanced Options tab.
-
If the Work Order includes Outside Operation(s), the Work Order over-receipt is not allowed regardless of the value of the 'Allow Work Order Over Receipt' flag.
-
If the Work Order does not include Outside Operation(s),
-
When this flag is unchecked, the Work Order over-receipt is not allowed.
-
When this flag is checked, the Work Order over-receipt is allowed only if the current required quantity is available on the Operation that is being received.
EXAMPLE 1 Over receipt is allowed on the Work Order with the required quantity as 10 if the completed quantity on all operations is 10.
EXAMPLE 2 Over receipt is not allowed on the Work Order with the required quantity as 10 if the completed quantity on all operations is 5.
NOTE When processing the Work Order over-receipt, the '
Qty Required' on the Work Order and the quantity on the already completed operations will be updated based on the over-received quantity.
Manually Advancing Work Orders
To have the Work Order remain at status 7 (partially completed) until manually completed by the User, check the 'Manually Set Work Orders as Complete' flag on the Division Master > Advanced Options tab.
NOTE When this flag is set, the order status will not change automatically to status 8; the User will have to move the Work Order to status 8 manually when the order is completed.
To allow the user to manually change a completed Work Order back to status 7 (partially completed), allowing them to then perform an over-receipt, check the Allow Reverting of Completed Work Orders flag.
With these boxes checked, on the Work Order Receipt page, the option, Set Work Order as Complete (8), will be seen. This field is only able to be activated when the quantity remaining is less than or equal to the quantity to be accepted. When checked, this will set the Work Order as complete (8).
NOTE Once a Work Order has been received, the User has the ability to view and print the Work Order Details on a
Work Order Receipt Traveler.
SEE ALSO
Work Order Transactions
Work Order Overview
Work Order Types
Work Order Receipt Traveler
Inventory Cost Transactions
Sales Order Control
Division Master
