During works order entry the system controls whether component items are reserved and whether assembled items (the finished item and any sub-assembly components) are placed on-order based on the same control flag. This flag is set by default within the system profiles but can also be amended on screen.
This new feature allows a separate flag which, if
configured, will allow the operator to control individually whether the stock
records are updated on a reserved and/or on-order basis.
If configured, when
adding the work order the operator can control individually whether component
items are reserved and whether the finished item / sub-assembly builds are
placed on-order. If separate flag items
are configured but are not displayed on the order entry screen the system will
apply the defaults from the system profiles.
One new item is required on the Works Order header file for this new feature. To add this new item select Installation from the main menu followed by Application Manager and then Restructure A Database. Select the Bill of Materials application. Elect to update the Live Files and then select the Works Order Header File. The existing data items are then displayed on screen, scroll-down to the next available blank entries and create the following items:
Item Type Description
ON-ORDER ? Flag item to identify whether Bill of Materials will update on-order stock for assembly items.
To insert a new item press <Enter> against a blank entry, enter the title as required and press <Enter>, select the item type (using the drop-down list if required), and depending on item type select the size required.
Once the additional items have been recorded press the <ESC> key and select the UPDATE button to save the database changes. When prompted respond ‘Y’ to the prompts to ‘Extract Existing Data to New Database Structure’ and, if appropriate, ‘Copy Table Entries from Old Database to New Database’. Final prompts ask to ‘Remove (.OLD) Database’ and to ‘Carry Out the Same Restructure on the BASE File as well’ – respond as required. If you select to update the base file you need to manually insert the new items at the same data item positions as on the live file.
The new data item
needs to be referenced within the Database Profiles. To update these settings select Installation from the main menu
followed by Application Manager and Set Database Profiles. Choose the Bill of Materials application as required before selecting the Header Optional 1 parameter screen.
On the left of the screen is the prompt Upd On-Order Stock – against this item reference the data item number of the equivalent item created above, <F4-Select> is available if required.
Note
Once the item is referenced within the Database Profiles then the system will refer to the on-order flag item to control whether on-order is to be or has been updated. You must use Datafiler Global Updates to set the on-order flag to ‘Y’ for any existing works orders where the reserved flag is currently ‘Y’.
The Works Order entry screens optionally need to be updated to input the on-order flag. To update the screen layout(s) users can sign
on as the SYSTEM user-id (or if Premier any user with Installer rights) and right-click on the Enter Works Orders menu
option before selecting the Enter New Order Header Screen. Alternatively users can select the Installation option from the main menu
followed by Application Manager and
then Application User Facilities. Select the Bill of Materials application before selecting Enter/Amend Orders and then Enter
New Order Header Screen.
To insert the flag you’ll first need to add a text label of ‘Update On-Order for Assemblies’ (or similar), to do this use the mouse to position the cursor where required and then type the required text. To insert the data items position the cursor where required and press the <F4-Select> key and choose the data item required. Set whether items are view-only, mandatory or require uppercase input as required.
Once complete choose File and then Save & Exit. Before exiting completely review the Update Order Header Screen option, if this is set to use the same screen as Add then changes are complete, if not then you will need to duplicate the above change(s) as required.
The final change is to update the Bill of Materials
System Profiles to, if required, default the on-order flag to ‘Y’ for new works
orders. To update the profiles select Installation from the main menu
followed by Application Manager and System Profiles. Select the Bill of Materials application and the new options are available on
the first parameter screen.
Update BOM reserved for Works Orders
Update BOM on-order for Works Orders
Once the new On-Order flag is referenced within the Database Profiles the System Profiles are updated to display two separate parameters for updating reserved and on-order stock. These parameters control the default status of the reserved and on-order flags applied when new orders are created.
Article ID: 1920
Created On: Fri, Oct 26, 2012 at 11:48 AM
Last Updated On: Wed, Jun 14, 2023 at 4:25 PM
Online URL: https://kb.datafile.co.uk/article/order-entry-separate-reserved-on-order-updating-flags-1920.html