Rootstock Work Order Management

Material Requirements Planning Introduction:

A method for figuring out the parts and materials required to make a product is called Material Requirements Planning, or MRP. The process is comprised of three main stages:

• Inventorying the available materials and components,
• Determining which ones are extra, and
• Planning the manufacture or acquisition of those items.

Fig. Material Requirements Planning

 

One of the Material Requirements Planning supply sources is Work Order. An official authorization for manufacturing to produce, restore, or rework an item is called a work order. A work order is an order for a specific number of products to be manufactured. It includes details about the type, path, and amount of a product that needs to be produced. Work orders are generated via the Enterprise Resource Planning (ERP) scheduler and import services, or they can be imported into Plant Applications from Route Editor.

During the item's production, the Work Order may use up resources for materials, labor, and machinery in addition to overhead costs. The Work Order function gives different departments the data they need to schedule, plan, and oversee the manufacturing shop floor. Additionally, it offers a repository for recording the Work Order's Standard and Actual (standard cost division) or Weighted Average and Actual (weighted average cost division) costs.

 

Fig. Work Order Processing

 

Work Order vs. Purchase Order

Purchase orders are not the same as work orders. Work orders are formal purchase documents used to authorize purchases from outside vendors, whereas purchase orders are used to assign and authorize tasks linked to production and maintenance.

 

Work order vs. Sales Order 

A work order is a formal document that a company sends to its customer before delivering any acquired product, whereas a sales order is a formal document that the firm uses to authorize and allocate duties connected to internal maintenance.

The following are some Work Order types that are used in Rootstock Work Order processing.

Fig. Work Order Type

 

Work Order Status

The Work Order has the following statuses exist. Maybe not all are used on each Work Order processing.

Fig. Work Order Status

 

When a work order is generated through the Material Requirements Planning (MRP) process, it begins at Status 1, Planned. This implies that the Work Order is erased and rescheduled for the following MRP run if it is not firmed. Status 1 Work Orders are used by MRP as planned supplies.

Upon creation manually, Work Orders start at Firm, Status 2. From then, the system defines some Status designations and users specify others. For instance, the status immediately changes to 7 when the first item from a work order is received into inventory, indicating that a partial receipt has been completed. Until the entire Work Order quantity is accounted for either by being received, scrapped, or a mix of the two it stays in Status 7.

All activities (material issues, component scrap, labor, etc.) are reported to the work order. The Work Order Status switches to 8, "completed," when the quantity received into inventory from the Work Order equals the quantity to be made on the Work Order. After that, the Work Order can be closed and changed to Status 9. All variations have already been determined, and no more reporting is possible.

 

Work Order Transactions

Work Order transactions are the outcome of reporting activities to a work order. Some of these transactions are:

1. Component issues,
2. Time reported on operations (human and/or machinery),
3. Quantities reported on operations,
4. Work order receipts, and
5. Work Order close

An Inventory Cost Transaction is produced as each of these processes is completed. These transactions offer a comprehensive audit trail of all transactions connected to the work order and are non-editable.

 

Work Order Sources

As a Rootstock Cloud ERP Partner, we would like to highlight sources from where Work Orders can be created/generated from four sources as:

Fig. Work Order Source

 

1. Material Requirements Planning (MRP): This is the first source of Work Order, when MRP finds a manufactured item is needed, it creates a Planned (Status 1) Work Order to meet that requirement. Using the MRP Policy Codes and Values, MRP analyzes supplies and demands to produce the MRP Planned Work Order. In order to meet the unmet expectations, this generates the necessary supply (Work Orders). Work Orders are only produced by MRP for inventory items.
2. Manual Entry: The User chooses 'New' on the Work Order page and provides the necessary Header information after the Planner determines that a Work Order is necessary. Every Work Order Type (Standard, Rework, Refurbish, Disassembly, Labor Only) has an initial Status of 2 (Firm) and can be manually entered.
3. Sales Order Line: Work Orders may be generated automatically from a sales order line in specific circumstances. When the Sales Order Line is firmed and generated at Status 2 (Firm), the Work Order is created. Work Order could be created for configured SO Line only.
4. Manually Import: Salesforce's data import features can also be used to add Work Orders.

Work Order Data

There are many links between various objects in Rootstock that are related to Work Order creation. The list of components and quantities that make up the assembly or finished goods are provided by the Engineering Bill of Material, whereas the Parent Item to be created in the Work Order is kept in the Engineering Item Master.

Fig. Work Order Data

 

The steps that must be taken to construct the Work Order Item, the amount of time needed at each stage, and any potential modifications to those processes are provided by the Shop Floor Routing Master. At the time of extraction, the Work Order Components and Routing are made especially for that Work Order.

A work order is a document that the production planner sends to the factory floor instructing them to produce an item in a specific quantity. In addition, the Work Order facilitates the creation of the Stock Entry, or material requirements, needed to construct the item based on its Bill of Materials.

 

Conclusion

Rootstock Work Order Management helps firms better manage their resources by keeping track of and controlling the expenses, materials, and related tasks for each work order. This gives the organization a clearer understanding of the expenses and materials linked to each order, empowering them to allocate resources more wisely.