Overview
The Work Order Traveler (sometimes called Shop Documentation) can print or reprint shop documents for required components and/or operations to be completed. Along with the component and operation information, the Traveler can include task details, notes, and attachments.
Application
The Traveler provides the Shop Floor with a copy of the Manufacturing Operation Steps and Component Material needed to make a Work Order. The Work Order Traveler page can be viewed, printed, or downloaded.
NOTE The use of Tasks and Notes and Attachments, the setup of which is defined in this document, is optional. They are used to provide the Shop Floor and specific Manufacturing Users with additional information when performing the Work Order Operation.
Setup
Division Master Traveler Settings
When Tasks and Notes are used, settings on the Division Master control the printing of this information.
Navigation
Division Master > Shop Floor Tab
NOTE The settings on the Shop Floor Tab determine if tasks, Notes and Attachments print on the Traveler. These are the Default Division Settings when Travelers are printed and may be overwritten at that time.
Fields
Print Tasks on Traveler: When checked, any task associated with Routing Operations will be printed on the Work Order Traveler unless overwritten while printing specific Work Order Traveler documents.
Print Op Notes & Attachments on Traveler: When checked, indicates that Operations Notes and Attachments will be printed on Work Order Travelers.
Transfer SF Attachments on Rtg Extract: When checked, Salesforce Attachments will be included when Routing Operations are extracted to the Work Order.
Transfer SF Notes on Routing Extract: When checked, Salesforce Notes will be included when Routing Operations are extracted to Work Orders.
Add Task to a Routing Operation
Tasks associated with this Routing Operation will print on all Work Orders using this routing. Tasks associated specifically with a Work Order Routing Operation will only print for that Work Order.
Navigation
Routing Operations
Open the routing operation to which the task will be added, and click the Task button. The Task popup will display.
Select the Add Button.
Fields
Task ID: User-defined unique identifier for the Task.
Description: Description of the Task.
Assign to User: Select the Manufacturing User to whom the Task is assigned.
Click the Add Button to add another task.
Click the OK Button to save the Task(s).
Add Task to a Work Order Operation
Entering a task to a specific Work Order Operation would be done when tasks specific to this Work Order need to be defined.
Navigation
Work Order > Open Work Order Operation
Open the Work Order Operation to which the task will be added, and click the Task button.
Select the Add button.
Fields
Task ID: Unique identifier for the Task. User-defined.
Description: Description of the Task.
Assign to User: Select the Manufacturing User to whom the Task is assigned.
Click the Add Button to add additional tasks.
Click the OK Button to save the task(s).
Entering a Note in the Work Order Operation Notes Tab
Navigation
Work Order Operation
Open the Work Order Operation record in Edit mode. Click on the Notes tab.
Enter the Operation Notes in the text area.
Click the Save Button.
Work Order Operation Related List Notes & Attachments - Adding Notes
Navigate to Notes & Attachments on the Work Order Operation record.
Click the New Note button to enter a Note for the operation.
Fields
Private: If the Note is to be private, check the indicator.
Title: Enter the Title of the Note
Body: Enter the text of the Note
Select the Save Button
If a file is to be attached, select the Attach File button, browse, and attach the file.
Work Order Operation Related List Notes & Attachments - Uploading File
Select the Upload Files button.
Browse folders and files.
Select the file to be uploaded.
Printing a Work Order Traveler
Navigation
In Classic: Rootstock Site Map > Work Orders > WO Traveler
In Lightning: App Launcher > Work Orders App > WO Traveler Lightning
NOTE Travelers can be printed and reprinted at any time.
Processing
Fields
Division: This displays the user's current Division.
Work Order: Select the Work Order for which the Traveler document is printed.
Print Components: When checked, the Work Order Components for the selected Work Order will be included in the Traveler document.
NOTE
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In Classic, this flag 'Print Components' will only be enabled when any Work Order Components exist on the selected Work Order.
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In Lightning, this flag won't be enabled/disabled based on the Work Order Components on the selected Work Order. When the user checks this flag and clicks Next, the system throws an error if no Components exist on the selected Work Order.
Print Operations: When checked, the Work Order Operations for the selected Work Order will be included in the Traveler document.
NOTE
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In Classic, this flag 'Print Operations' will only be enabled when any Work Order Operations exist on the selected Work Order.
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In Lightning, this flag won't be enabled/disabled based on the Work Order Operations on the selected Work Order. When the user checks this flag and clicks Next, the system throws an error if no Operations exist on the selected Work Order.
Print Tasks on Traveler: When checked, the Tasks belonging to the corresponding Work Order Operations will be printed in the Traveler document. This includes Tasks added to the generic Routing Operation and/or the specific Work Order Operation for the Traveler being printed.
NOTE This field 'Print Tasks on Traveler' is displayed only when the flag 'Print Tasks on Traveler' is checked on the Division Master record.
Print Notes and Attachments on Traveler: When checked, the Notes & Attachments belonging to the corresponding Work Order Operations will be printed in the Traveler document.
Print Process Notes: When checked, the Notes associated with the Manufacturing Process record that belongs to the corresponding Work Order Operations will be printed in the Traveler document.
NOTE The fields 'Print Notes and Attachments on Traveler' and 'Print Process Notes' are displayed only when the flag 'Print Op Notes & Attachments on Traveler' is checked on the Division Master record.
Barcode WO# on Component Traveler: When checked, barcodes will be printed in the Traveler document.
NOTE This field 'Barcode WO# on Component Traveler' is displayed only when the flag 'Barcode Printing Active' is checked on the System Defaults record.
Click the Print button to generate the Traveler document(s).
NOTE When the Print is clicked, the system generates the Traveler document based on the 'Override Form Tool - WO Traveler' field value on the System Defaults record as mentioned below:
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When it is set to 'Email Template', the Traveler document(s) is printed using the 'WOTravelerPdf' VF Page.
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When it is set to 'RootForms', a pop-up will be displayed with a Template drop-down field, where the user can select an appropriate template for printing.
IMPORTANT When both the flags 'Print Components' and 'Print Operations' are checked, the Traveler document is generated as mentioned below:
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When using the 'WOTravelerPdf' VF Page, two documents will be generated: (1) one for the Work Order Operations and (2) the other for the Work Order Operations.
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When using RootForms, only one document will be generated with both Work Order Operations and Work Order Components.
IMPORTANT When printing WO Traveler using the packaged RootForms Template, the system will consider the flags 'Print Tasks on Traveler', 'Print Notes and Attachments on Traveler', 'Print Process Notes', and 'Barcode WO# on Component Traveler'. If the user needs to use a custom template and for the system to consider these flags, that RootForms Template should be configured as below:
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The Task merge field should be: {IF "{REF printtasks }" = "true" {MERGEFIELD Task_id \* MERGEFORMAT }}
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The Notes & Attachments merge field should be: {IF "{REF printattach }" = "true" "TravelerNotes:" {MERGEFIELD Opn_Notes \*MERGEFORMAT }}
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The Process Notes merge field should be: {IF "{REF printprocessnotes }" = "true" "Process Notes: { MERGEFIELD Process_Notes \'MERGEFORMAT }}"
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The Barcode merge field should be: {IF "{REF printwobarcode }" = "true" "{DISPLAYBARCODE "{MERGEFIELD CompItem \*MERGEFORMAT }" CODE128-w:10 \h 300 \t }" { MERGEFIELD CompItem \* MERGEFORMAT }}
When using the 'WOTravelerPdf' VF Page, the Work Order Traveler document is generated as with the details mentioned below:
WO Traveler – Operations Document
Header Fields (of the Work Order Traveler Operations document)
Division: Division in which the Work Order is created.
Qty Required: Quantity to be manufactured on the Work Order.
Planner: The Planner assigned to this Work Order.
Order Number: The Work Order Number.
Due Date: The date the item being manufactured is due in inventory.
Project: The Project assigned to the Work Order.
Item Number: The item number being manufactured on the Work Order.
Item Description: The description of the item being manufactured on the Work Order.
Status: The Status of the Work Order at the time the Traveler was printed.
Body Fields (of the Work Order Traveler Operations document)
Operation Number: The Routing Operation Number.
Description: Description of the Operation.
Process Description: Description of the process assigned to the Routing Operation.
Work Center: The Work Center assigned to the Operation.
Outside Operation Indicator: Indicates if this is an Outside Operation.
Concurrent Sequence: A “0” indicates no concurrent sequence. Other than zero indicates a concurrent sequence, meaning two or more operations could occur simultaneously.
To Print: Hover on the document and select the Printer Icon.
WO Traveler – Components Document
Header Fields (of the WO Traveler Component Document)
Division: Division in which the Work Order is created.
Qty Required: Quantity to be manufactured on the Work Order.
Planner: The Planner assigned to this Work Order.
Order Number: The Work Order Number.
Due Date: The date the item being manufactured is due in inventory.
Project: The Project assigned to the Work Order.
Item Number: The item number being manufactured on the Work Order.
Item Description: The description of the item being manufactured on the Work Order.
Status: The Status of the Work Order at the time the Traveler was printed.
Body Fields (of the WO Component Traveler Document)
Component Item: The Component Item Number required on the Work Order.
Description: The description of the component item required on the Work Order.
Line Number: The Line Number of the item from the Bill of Material Master Record. A line number will print only if one has been entered on the Bill of Material Master Record.
Qty Per: The Quantity Per of the component to produce one Parent Item.
Qty Req: The Total Required Quantity of this component to manufacture the Work Order Quantity.
Date Required: The date the component must be issued to the Work Order.
Setup Qty: The Setup Quantity required, if any, to prepare for the manufacturing operation. From the Bill of Material Master Override Tab.
Operation Number: The Operation Number to which the item is identified if this has been done using the Bill of Material Override.
To Print: Hover on the document and select the Printer Icon.
NOTE The Work Order Traveler can also be printed from the Work Order using the Quick slide-out Menu.
SEE ALSO
Work Order Overview
Work Order Header Information
Work Order Operation Tasks
Work Order Operation
