step 4 - compiere manufacturing walkthrough -- sales order to product completion
DESCRIPTION
This last presentation covers the process of converting from sales order to work order using the open source Compiere ERP system. SolTech is a Compiere partner, based in Atlanta. SolTech specializes in building custom software, and where practical using the Compiere platform as a launching point to save development dollars.TRANSCRIPT
Acme Decal Factory4. Sales order to work order
Manufacture with Compiere
SolTech. Inc http://www.soltech.net (404) 601-6000
TerminologyBill of Materials - A list of components (products) required to assemble a product. Also referred to as BOM.
Component - Line item of the Bill of Materials or Work Order. Components are used to create the Product Assembly. The terms Component and Material are used interchangeably.
Work Order - Document used to track the components required to assemble a product and the assembly process.
Product Assembly- The product that is going to be assembled using a Work Order
Component Issue - Work Order transaction that moves a component from Inventory to the Work Order.
Component Return - Work Order transaction that moves a component from the Work Order to Inventory.
Assembly Completion - Creation of the finished product assembly.
Assembly Issue - Work Order transaction that moves the finished product assembly from the Work Order to Inventory.
Assembly Return - Work Order transaction that moves the finished product assembly from Inventory to the Work Order.
Work Order Movement - Work Order transaction that consumes components and creates the finished product assembly.
Push Supply Type - Supply Types specifies the sourcing method for a component. Components with a push supply type must have the component issue performed manually.
SolTech. Inc http://www.soltech.net (404) 601-6000
Work Order from Sales Order
Work orders can be driven directly from the sales order
Work order operations driven from routing
SolTech. Inc http://www.soltech.net (404) 601-6000
Component issue to work order
Before assembling products, you need to issue the required components from Inventory to a work order. You can only issue components listed in work order components to a work order. In the case of Repair and Refurbish work orders, you can also issue the product assembly to the work order. To automatically issue all work order components, run the Generate Push Component Lines function.
SolTech. Inc http://www.soltech.net (404) 601-6000
Work Order Movement Transactions
Use work order movements to manufacture a product assembly based on the component requirements in a work order. After issuing the required components to a work order, use a work order movement transaction to create the product assembly. Optionally choose to complete the product assembly and automatically move it into Inventory
SolTech. Inc http://www.soltech.net (404) 601-6000
Assembly Issue to Inventory
Assembly issues are used to transfer the assembly from the work order to inventory. As these are generated automatically by the move transaction, the user rarely needs to do this manually. Users could possibly have a need for this if they have previously returned assemblies to the work order. The completion locator specified on the work order will be used by default, but can be overridden by the user while entering the move transaction.
SolTech. Inc http://www.soltech.net (404) 601-6000
Return from Work Order Transactions
Use component returns to return components issued to a work order but not consumed in creating product assemblies back into Inventory
SolTech. Inc http://www.soltech.net (404) 601-6000
Assembly Return from Inventory Transactions
Use assembly returns to return product assemblies from Inventory back to a work order. (e.g. repair work order)
SolTech. Inc http://www.soltech.net (404) 601-6000
Generate Work order Operation Reqts
SolTech. Inc http://www.soltech.net (404) 601-6000
Generate Resource Charges
SolTech. Inc http://www.soltech.net (404) 601-6000
Reporting
SolTech. Inc http://www.soltech.net (404) 601-6000
Completing a work order
You can complete a work order so long as there are no open Work Order Transactions. Any material value associated with unused components or unissued product assemblies in the work order will be flushed to the Work Order Close Expense account.
SolTech. Inc http://www.soltech.net (404) 601-6000
Reporting
SolTech. Inc http://www.soltech.net (404) 601-6000
Reporting