Navigation:  Inventory Management >

Order Line Splitter

Training Manuals Alphabetical Function List Back Print this Topic Previous topicOne level upNext topic
Show/Hide Hidden Text

This is a Wizard which will help the user to split any Firm, Released Order line with the Order Type Production into two or more order lines. The function will assist the user in the following circumstances which is indicated by the option buttons:-

Ecp Implementation: When an Order Line is governed by a Project for which Serial Number affectivity exists, and changes are implemented on the requirements of the Order line between the Serial Number From and Serial Number To, the serial, the system will require that the order line be split into different lines to ensure that the configuration of the different lines are the same. When this option is selected the function will suggest the new Order Lines as per the serial number ranges on the requirements. If for instance the order line has a serial number range From 001 To 010 and the requirements has serial Number Ranges From 001 to 004 and From 005 to 010, then the function will in this mode suggest two Order Lines with Serial Number From 001 to 004 and From 005 to 010.

Own Quantities: When this option is selected the user can split the Order Lines as per the quantities that the user specify.

Close Existing Line: When this option is selected the function will use the quantity Complete or rejected as quantity on the original order line and suggest the outstanding quantity for the new order line.

The function will determine the tasks that need to be performed upon the clicking of the Next button. When User Inputs are required, a new tab with the required inputs will be presented to the user where he/she must supply the required inputs and then click the next button.

When all the inputs have been received from the user, the user can click the Finish button and the function will perform the splitting of the order line as follows:-

Order Line Creation

A new Order Line or Lines will be created for the quantities as per the quantities specified by the user on the Suggested New Order Lines Grid. The user can specify the quantities for the new Order Lines as the need arises and in accordance with the options described above. The user can select a new start and/or completion date for the new lines to be created which will be used when creating the new order lines. When the user is satisfied with the lines into which he wants to split the existing Order Line, he clicks the Next button this action will then according to the existing data on the current order line suggest the next action required from the user.

The same Account or Node specified on the Original Order line will be used.

When creating the new requirements and order operations for the new Order line any changes to the existing line's Requirements and or Operations will be honored and applied to the new order line's requirements and Order Operation.

.

Order Operations Completed

The Order Operation Actuals that exists on the original Order line will be split proportionately in accordance with the new quantities on the new order lines. The Original Order Operation Actual will be reversed and re-applied on the new order line.

hmtoggle_plus1Back

The button labeled Back will be enabled once the user has progressed via the Next Button and will allow the user to return to the previous screen to either view or change the data entered.

hmtoggle_plus1Cancel

When the Cancel Button is clicked the Order Number Combo Box as well as any currently selected data will be cleared and the function will return to the original screen layout.

hmtoggle_plus1Description

The field is a display only field and will display the Description of the selected Order Line Part.

hmtoggle_plus1Finish

When the Finish button is clicked the function will process all the data provided by th user in the grids displayed and perform al the necessary movements etc as described in the functional detail above. If an Order line is sponsored by either a Node or an Account, the Order Issue Requisition for the Original Order Line will be Down adjusted to the maximum of the actuals of the requisition or the Material cost Required after the adjustment of the order line quantity and requirement quantities downward to the new quantities. The amount already approved which is not used will be carried over as an amount already approved to the new requisition of the new order line. If not in-sufficient funds have been approved, to cater for the approval of the new requisition, a mail message will be sent to the responsible person for the approval of the new requisition.

Any stock that as result of the not yet approved requisition cannot be issued will kept in the selected store for Order Line Splitting and must be issued manually after the requisition has been approved.

hmtoggle_plus1Line Number

Existing line numbers on the table Order line with an Order Type of Production and a status of Firm and Released will be populated.

hmtoggle_plus1Line Type

The field is a display only field and will display the line type of the selected Order Line.

hmtoggle_plus1Next

When the button is clicked the function will analyse the current data and determine the user inputs still needed. A new grid where the user can provide the inputs will be displayed and the user will be requested to supply the inputs or confirm the data shown. when there is no more inputs that is required from the user the Finish button can be clicked which will set the splitting process in motion.

hmtoggle_plus0Order Number

Order Numbers will be populated with distinct Order Numbers for order lines with a status of Firm or Released and a Order Type of Production

hmtoggle_plus1Order Type

Only Production orders will be populated for splitting. This is a display only field and will display the Order type of the selected Order Number.

 

hmtoggle_plus1Part Number

The field is a display only field and will display the Part Number of the selected Order Line Part.

hmtoggle_plus1Part Serial Numbers Already Linked

If the Order Line Part is either serialised or Lot controlled the function will expose any serial numbers already allocated to the Order Line Part and the existing Order Line with suggestions as to which Serial or Lot Number belongs to which Order Line after the split was performed. If No Serial or Lot Numbers were linked to the Order Line, the Grid will not be displayed and the function will proceed to the next Grid.

 

hmtoggle_plus1Return Issued Stock To...

If stock was issued to the existing order line, which needs to be returned, the user will then see the tab where he has to select a store in which he has the right to perform Order Requirements to Stores movements and Stores to Order Requirements movements. These movements will be performed for the requirement parts issued in excess of the quantities needed on the current line and will be issued again to the new Order Line's.

When the existing order line has either an Account or a Node there will be an Order Issue Requisition associated with the Order Line. New Order Lines will be created for the quantities specified and the new Order Issue requisition will be created for the balance of the Required amount needed for the requirements on the new order line. If the new requisitions Required Amount does not not exceed the required amount as per the original requisition, the approval of the Original Requisition will be carried over to the new Requisition with a comment that this was done by the Order line Splitting process. If the new Required amount exceeds the Original approved amount, the requisition will be created in a status of created and the requisition will not be released. Mail will be sent to the Responsible Employee to the effect. In such a case the user will receive a message that the stock was not issued to the new order line. The requisition must first be released and then the stock can be issued manually. It is suggested that a store specifically created for the purpose of Order Line Splitting be created for each Division.

hmtoggle_plus1Reason To Split

Ecp Implementation: When an Order Line is governed by a Project for which Serial Number affectivity exists, and changes are implemented on the requirements of the Order line between the Serial Number From and Serial Number To, the serial, the system will require that the order line be split into different lines to ensure that the configuration of the different lines are the same. When this option is selected the function will suggest the new Order Lines as per the serial number ranges on the requirements. If for instance the order line has a serial number range From 001 To 010 and the requirements has serial Number Ranges From 001 to 004 and From 005 to 010, then the function will in this mode suggest two Order Lines with Serial Number From 001 to 004 and From 005 to 010.

Own Quantities: When this option is selected the user can split the Order Lines as per the quantities that the user specify.

Close Existing Line: When this option is selected the function will use the quantity Complete or rejected as quantity on the original order line and suggest the outstanding quantity for the new order line.

hmtoggle_plus1Serial Numbers To Return

When serialised parts have been issued to the Original order a new tab which displays all the issued serial numbers will be displayed to the user. The user must the select the serial numbers to be returned to store and leave the serial numbers which should be left against the original Order Line unchecked. This is to indicate to the procedure which serial numbers should be left against the original order line and which should be returned and re-issued against the new line

hmtoggle_plus1Stock Returned and not Re-Issued

When for some reason for instance that the requisition for the new Order Line could not be approved, the stock that was returned from the original Order Line into the store for Order Line Splitting could not be re-issued, the stock will be displayed in a List after the Order Lines was split. This data is not saved into a table and if the user cannot re-issue the stock immediately, it is recommended that the content of the List be exported and saved until the stock can be re-issued. The stock will be in the location table identified in the Location field with with the Original Order Number followed by the line number.  

hmtoggle_plus1Suggested New Order Lines

Depending on the selected reason to split the grid for Suggested New Order Lines will be populated with either the existing Order Line with it's and the suggested new Order Lines in the Mode ECP Implementation.

In the mode own quantities the Original Order Line will be populated. As soon as the user over types the Order Quantity to reflect the Quantity to be left on the Original Order line and he/she clicks off the quantity cell, the new line with the new quantity will be created. As soon as the line is selected the data will be displayed for the user's input regarding quantities, completion and start dates.