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Assembly Issues
This screen allows you to make Issues to single or multiple Assembly Orders.
The process for issuing to Assembly Orders is:
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Create an Issue Batch |
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‘Save’ the Batch Header and go to the ‘Lines’ tab |
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Add Lines to the Issues Batch - separate line to cover each Item |
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Go back to the Batch Header |
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Post the Batch - Ostendo generates the Issue activities related to each line in the Issue Batch |
Note: Until a Batch is ‘Posted’ the Issues will not be recorded against the included Assembly Order(s)
List Tab
Display fields
Issue Batch No: This is the Issue Batch Number as generated by Ostendo and provides a unique reference to the Issue Batch
Reference: The Reference attached to this Issue Batch as entered into the Details screen,
Status: The status of this Issue Batch. There are two statuses (In Progress and Updated), which are maintained by the program.
Batch Date: The date held against the Issue Batch.
Display fields
The displayed fields are taken from the Issue Batch information entered into the ‘Detail’ tab. The selection of which fields to display is at the user’s discretion. To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’.
On the displayed panel you can:
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Click on the ‘Show field’ checkbox to display the field |
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Amend the column heading by changing the content of ‘Display Label’ |
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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’. |
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Click the ‘Save’ Button when done. |
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Include Updated Status - By default the display will only show Batches that have not been updated. If you wish to see all batches including those that have been updated then ‘check’ this checkbox.
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Issue screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up the ‘Detail’ tab for entry of a new Issue Batch.
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: This only becomes ‘active’ when linked to a Issue Batch with status ‘In Progress’. In this instance it enables you to delete the selected Batch.
Related: This will bring up a list of functions that are related to Issues. You may open and maintain information in those screens whilst still remaining in the Issue screen.
Reports: This will bring up a list of Reports that are related to Issues. You can immediately run the report whilst still remaining in the Issue screen.
Detail Tab
This tab enables you to create and maintain a Issue Batch Header. After creation of a Batch Header it must be saved (click on the ‘Save’ Button) before Lines can be added
Entry and Display fields
Batch No: This is a unique number automatically allocated by the program. It cannot be amended.
Status: This is the status of the Issue Batch and is maintained by the program. The displayed variants are:
In Progress - The Issue Batch is still being worked on
Updated - The Issue Batch has been ‘Posted’ and Assembly Order Lines updated
Reference: An optional entry field to briefly describe the batch.
Approval Status: This is only visible if you are authorised to carry out approvals (User Setup option). When visible you have the option to take the Issue Batch through the following steps:
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Waiting Approval |
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Approved |
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Approval on Hold |
Until a batch is ‘Approved’ it cannot be ‘posted’
Date Approval: This is only visible if you are authorised to carry out approvals (User Setup option). When visible it shows the system date when this batch was ‘Approved’
Override Default Warehouse/Location: If this is ‘checked’ then the following two fields will become ‘Active’ and an entry is required in each field. These will become the ‘Issue’ Warehouse/Location for all Items in this Assembly Order and will override the default Warehouse/Location held against individual Item Codes
Default Warehouse: From the drop-down list select the Warehouse from which the Assembly Order Issue is being made.
Default Location: From the drop-down list of Locations within the above Warehouse select the location from where the Assembly Order Issue is being made.
Batch Updating
Creation Date: This is prefilled with the system date.
Creation Source: This is display only and denotes where the Issue Batch originated from. The displayed options are:
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Manual: Manually entered into the Batch |
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Order Receipt: Issued by 'Backflush' receipt of an Ordered Assembly |
Source Reference: Display only showing the Assembly Order against which the Issue was made
Post All Issue Entries: If this button is selected then all the entries contained in the ‘Lines’ panel will be actioned and the referenced Assembly Order Lines updated. The status of this Batch will then be amended to ‘Updated’
Notes: Extended Notes for your own information can be attached to this Issue Batch. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Buttons
Close: This will close the Issue screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up a blank ‘Detail’ screen for entry of a new Issue Batch.
Save: This will save the current data without exiting the screen
Cancel: Any changes made to the current Issue Batch Header record or the last time the ‘Save’ Button was pressed will be lost.
Delete: Not applicable to the Detail panel
Related: This will bring up a list of functions that are related to the Issue. You may open and maintain information in those screens whilst still remaining in the Issue screen.
Reports: This will bring up a list of Reports that are related to the Issue. You can immediately run the report whilst still remaining in the Issue screen.
Lines Tab
This tab enables you to add and maintain Assembly Issue lines. The Issue Batch Number and status will be displayed at the top of the panel. You can create a batch for a single Item or can product a large batch covering a range of Assembly Orders. To help in putting together an Issue Batch you can click on the ‘Select Assembly for prefilling Issues’. This ‘speed entry’ has the following options:
Order No: From the drop-down list select the first Order Number. Two options are now available for pulling in line details from this Assembly Order:
Prefill with planned usage for all lines: Select this radio button to copy all lines and prefill the issue quantity field with the planned usage quantity.
Prefill with planned usage for lines linked to a single step: Select this radio button to copy all lines within a Step and prefill the issue quantity field with he planned usage quantity. This option requires a selection in the next field
NOTE: The displayed list only shows:
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Items whose Supply Method is ‘Supply From Stock’ because all other Items are ‘Source on Demand’ and will be supplied directly from Purchase or Assembly Orders |
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Descriptors that are Sourced By ‘Internal’ because those Sourced By ‘Purchasing’ will be directly supplied from a Purchase Order |
Step Name: In the second option you are required to select the Step from a drop-down list.
Date to be used for lines: This is prefilled with the system date and denotes the transaction date that will be used. You may amend this date by entering the date or by clicking on the drop-down menu and selecting the date.
Entry and Display fields
You may either use the above ‘Speed Entry’ to create lines or add individual lines as required. All lines can be amended as required prior to ‘posting’. It is essential that you record all Item variations (Colour, Batch, etc) otherwise the Batch Issue function will not accept the transaction. The following fields are available:
Date: In the first instance this is prefilled with the system Date. You can change this date by entering the date or clicking on the drop-down menu and selecting the date.
Order No: This shows the current selected Assembly Order against which this Item is being issued. You may amend this by selecting another Assembly Order from the drop-down list.
Step Name: This shows the current selected Step in the Assembly Order. You may amend this by selecting another Step from the drop-down list of steps for the selected Assembly Order.
Line No: This shows the Line Number covering this line. You may amend this by overtyping this number.
Line Type: This shows the Line Type covering this line. You may amend this by selecting another Line Type from the drop-down list. The options are Descriptor Code or Item Code.
Code: From the drop-down list select the Descriptor Code or Item Code that applies to this line
Unit: Prefilled with the base Unit for the Item or Descriptor. If the Item has more than a single Unit of Measure then an alternate Unit can be selected from the drop-down list.
Ordered Qty: Display only field showing the original Quantity to issue taken from the Assembly Order.
Issued To Date: Display only field showing the Quantity previously issued to this Assembly Order.
Qty: The Quantity to be issued in this batch. This can be amended at any time prior to posting the batch
Description: Description of the Code prefilled from the Code record. This can be amended before posting the batch.
Warehouse: For an Item Code this is prefilled with the default ‘Issue’ Warehouse. You may amend this by selecting another Warehouse from the drop-down list
Location: For an Item Code this is prefilled with the default ‘Issue’ Location. You may amend this by selecting another Location from the drop-down list
Variants: If the Line Item Number has variants (Serial Number, Expiry Date, Batch No, Rev No, Size, Colour, Grade) then they should be entered into the respective fields.
Recorded Notes: Extended Notes for your own information can be attached to this Line.
To Container ID: (Displays only if Virtual Container is defined for this Assembly Order) -
Buttons
Close: This will close the Assembly Issue screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for creation of a new Issue record.
Save: This will save the current line’s data without exiting the screen
Cancel: Any changes made to the current line record or the last time the ‘Save’ Button was pressed will be lost.
Delete: This will delete the selected Issue Line
Related: This will bring up a list of functions that are related to the Issue. You may open and maintain information in those screens whilst still remaining in the Issue screen.
Reports: This will bring up a list of Reports that are related to the Issue. You can immediately run the report whilst still remaining in the Issue screen.