over completions

8/13/2019 Over Completions

1/12

WIP Over CompletionTraining Documentation

Table of Contents

WIP Over Completion Tolerance ................................................................................................................ 2Over Completion Tolerance Feature....................................................................................................... 2

Page 1 of 12


2/12

WIP Over Completion Tolerance

Over Completion Tolerance Feature

Over Completion refers to completing an assembly quantity into inventory that is greater than the Discretejob or Repetitive schedule start quantity, whether or not the assemblies have a routing.

If you want to over complete assembly quantities in the manufacturing process, you must setup atolerance level for the quantity of assemblies that can be overcompleted on a job or schedule. Thetolerance level which is either a number or a percent, is used to validate the quantity being over-completed. If the quantity is greater than the tolerance allows, the transaction will fail.

You can set up tolerances at these levels: Organization Level, Item Level, or Job (and Schedule) Level.

We will review the setup screens used for setting these tolerances at the Organization Level and ItemLevel.

However, for th is exercise we will only enter the actual tolerances at the job level.

To review setup for entering Over Completion Tolerances at the Organization Level:

Navigation: WIPSetup Parameters. Choose Other Tab.

Note that the field for entering the Inventory Organization Default Over Completion Tolerance Percentcan be entered on this form. When you set this parameter at the Inventory Organization level, this valuewill be the default over-completion tolerance percent for all items in the Inventory Organization.

If you do not set a tolerance level, the default over-completion tolerance percent will be null, which ineffect is equal to zero percent or no tolerance. If you then try to over-complete assemblies, you receive amessage telling you that you cannot over-complete the assemblies because there is no tolerance.

For the purposes of this review, do not enter a value. Close the form.

Page 2 of 12


3/12

To review setup for entering Over Completion Tolerances at the Item Level:

Navigation: INVItems Organization Items. Query any item. Choose the WIP Tab.

Note that the field for entering the Inventory Organization Tolerance Type (either Amount or Percent) andthe Tolerance value (a number for Amount Tolerance Type and percent for Percent Tolerance Type) canbe set on this form.

The tolerance you set at the item level overrides the tolerance that you set up at the organization level.

For the purposes of this review, do not enter any values. Close the form.

Page 3 of 12


4/12

In order to setup Over Completion Tolerances at the Job Level, we will first create a discrete job.

Step Set up Discrete Job in Work In Process SetupPreReqs Prerequisites Required Org Setup

OC 1 Define Discrete Job in Work In Process Required

Responsibility: Work In Process

Navigation: WIPDiscrete Discrete Jobs[New]

Discrete Jobs form opens.

If the job number defaults, record the Job Number. Otherwise, enter Job Number for this Discrete Job.

Type = Standard (Standard Discrete Job)

Assembly = Assembly to be built using this Discrete Job.

Class = Discrete (The Discrete WIP Accounting Class will be used.)

Page 4 of 12


5/12

Status = Released (The job will be released to the shop floor.)

Quantites: Start = e.g., 20MRP Net = e.g., 20

Dates: Start Date = e.g., todays dateCompletion = leave blank

More Tab: Enter Tolerance Type = PercentEnter Tolerance Value = 10

Routing Tab: Enter a Default Completion Subinventory e.g., FGI

Other Tabs: Accept default values

Save the record.

Note the Discrete Job form allows you to enter either:

1. A Tolerance Type of Percent and a Tolerance Value percent, or

2. A Tolerance Type of Amount and a Tolerance Value amount.

Repeat the job creation process one more time so that a total of two discrete jobs have been created.

Step Transact Discrete Jobs Using Over Completion.

Page 5 of 12


6/12

PreReq Create Discrete Jobs Required Completed in OC1

OC2 Transact a Discrete Job in the Move TransactionForm Using Over Completion

Required

Navigation: WIPMove TransactionsMove Transactions. Query the first Discrete Job

created in Step OC1.

Click the Complete check box.

In the From Operation Sequence field, select the first Operation Sequence Step from the List of Values,e.g., 10.

Click the Over Completing check box.Note: You must select the Over Completing check box before entering the over completing quantity.

Enter the over completing quantity in the Quantity field, e.g., 22.

Save the record.

Important Note: If you are attempting to uncheck the over-completion check box, remove the quantityfrom the Quantity field or you will not be able to make the change to the over-completion check box.

Page 6 of 12


7/12

Step Transact Discrete Job Using Assembly OverReturn

PreReq OC1 Required Over CompleteDiscrete Job

OC3 Transact a Discrete Job in the Move Transacton

Form Using Assembly Over Return

Required

Navigation: WIPMove TransactionsMove Transactions. Query the Discrete Job that wasover completed in Step OC2.

Click the Return check box.

In the To Operation Sequence field, select the To Move Operation Sequence Step for the next to lastoperation from the List of Values, e.g., 30.

Note: The Over Completion check box is disabled if you are performing a Return transaction or a reversemove transaction. You cannot return more assemblies than you have completed to standard discrete

jobs. However, you can return more assemblies than you have completed to non-standard discrete jobs.

Enter the Assembly Over Return quantity in the Quantity field, e.g., 22.Note that the quantity available to return is the quantity that you over completed in step OC2.

Save the record.

Page 7 of 12


8/12

Step Transact Discrete Jobs Using Over Completion.

PreReq Create Discrete Jobs Required Completed in OC1

OC4 Transact a Discrete Job in the CompletionTransactions Form Using Over Completion

Required

Navigation: WIPMove TransactionsMove Transactions. Query the second Discrete Jobcreated in Step OC1.

Click the Move check box.

In the From Operation Sequence field, select the first Operation Sequence Step from the List of Values,e.g., 10.

In the To Operation Sequence field, select the last Operation Sequence Step from the List of Values,e.g., 40.

Enter the full job quantity in the Quantity field, e.g., 20.

Save the record.

Page 8 of 12


9/12

Navigation: WIPMaterial TransactionsCompletion Transactions. Query the secondDiscrete Job created in Step OC1.

Click the Over Completion box.

Click the [Continue] button.

Page 9 of 12


10/12

Enter the over completing quantity in the Quantity field, e.g., 22.

Page 10 of 12


11/12

Click the [Done] button.

When using Over Completion functionality, it is important to note:

Resources for over-completed assemblies are automatically charged and any backflush components arebackflushed.

If you complete more than the available quantity in To Move, any extra quantities will be moved througheach operation. For example, if you start a quantity of 100 but complete 160, the process will go back tothe beginning operations and compute at 160.

Cost implications: For backflush components and WIP move resources, cost will be re-figured based onwhat you put in To Move. For example, if you start a job for 100 and move 120 into To Move then costwill be incurred against the 120. The job, as before, will relieve cost based on quantity complete. If yourcomponents are Push and your resources Manual move, then costs will be incurred for only what

components you issue to the job and resource charges you record. If you issue the components for 100but complete 120, unless you issues the additional 20 components to the job only the 100 will becalculated in cost incurred.

Also note that the system administrator must setup user access privileges that identify who haspermission to perform over-completion transactions. If the user does not have permission, the OverCompletion check box will not be accessible on the Assembly Completion and Move Transaction forms.

Page 11 of 12


12/12

This is the end of the Over Completions training.

Page 12 of 12

over completions

Documents