To complete or return scheduled or unscheduled assemblies: To complete or return scheduled or unscheduled assemblies:Navigate to the Work Order-less Completions window.
Select a Transaction Date and time.
The system date is defaulted but can be overridden with a date that is not greater than the current date, and falls within an open accounting period.
Use the Refresh Date button if you want to change the Transaction Date after entering data on this window. This enables you to change the date without losing information already selected.
Select the WIP assembly completion or WIP assembly return Transaction Type. See: Work Order-less Completion Transaction Types
If you are completing a scheduled assembly, select the Scheduled check box.
Select an Assembly.
You can select any assembly that has it's Build in WIP attribute set in Oracle Inventory. If a primary bill of material, primary routing, or both exist for this assembly, they are defaulted. See: Defining Items and Work In Process Attribute Group.
If you select a Schedule Number first, the information associated with that schedule is defaulted. If you select an assembly before selecting a schedule, you can only select schedules that are building that assembly.
You an also choose engineering items if the WIP:See Engineering Items profile option is set to Yes.
If you select a Sales Order and Order Line, the assembly is defaulted.
Select a production Line.
You can select any active production line. Production lines are optional.
If you select a Schedule Number before selecting a Production Line, the information associated with that schedule is defaulted. If you override the defaulted production line, all defaults are cleared. If you select a production line before selecting a schedule, you can only select schedules that are being build on that production line.
Select a Schedule Group. See: Defining Schedule Groups.
You can assign unscheduled Flow completions to any active schedule group. If you are completing a scheduled assembly, this field will default from the schedule number. The schedule group is optional.
If you select a Schedule Number before selecting a Schedule Group, the information associated with that schedule is defaulted. If you select a schedule group before selected a schedule, you can only select schedules that belong to that schedule group.
Also, if the transaction type is a WIP assembly completion, the applicable Project, Task, Sales Order Line, Sales Order Delivery, and Kanban ID are defaulted.
Enter a Schedule Number.
When completing unscheduled assemblies, you can assign a unique, alphanumeric Schedule Number to an unscheduled assembly. If you do not enter a Schedule Number, and a prefix has been specified for the WIP:Discrete Job Prefix profile option, a default Schedule Number is assigned by the automatic sequence generator when you press the tab key. When completing scheduled assemblies, select from the List of Values.
If the transaction type is a WIP assembly completion, you can select a Sales Order and an Order Line on that Sales Order.
When completing unscheduled assemblies, you can select a Sales Order and Order Line that is for the selected assembly. You can only select sales orders that are open and that have either a standard item or a configured item in at least one of their order lines. Also, the order line selected should not be linked to a discrete job.
When completing a scheduled assembly that was created by scheduling a sales orders, this field will default from the schedule number.
If you have selected a Sales Order/Order Line, you can enable the Reserve option to create a reservation. See: Reserving Available Inventory, Oracle Inventory User's Guide.
If the Sales Order and Order Line selected is for an assemble-to-order (ATO) item, the Reserve option is automatically enabled but can be disabled. If the Sales Order/Order Line is for a non-ATO item, the Reserve option, it can be, enabled.
Select a unit of measure in the UOM field. See: Overview of Units of Measure.
Enter a transaction Quantity. For scheduled completions, the transaction quantity will default to the schedule number.
Select a Completion Subinventory and, if required, a Locator. Several rules apply to these fields for defaulted information:
If a completion subinventory/locator was specified on the routing, it is defaulted but can be overridden. See: Completion Subinventory and Locator Fields.
The Completion Subinventory/Locator is defaulted from any existing Sales Order and Sales Line values.
If you have selected a Kanban Number, the completion subinventory/locator for that kanban, if specified, is defaulted and cannot be changed.
The Locator field information defaults from any applicable project and task combination entered.
If you entered a default Completion Subinventory on the item routing, the Completion Subinventory/Locator is defaulted. You can create a reservation for the quantity completed, the subinventory/locator/lot information for the previous reservation is overridden.
Completion locators are required if the Locator Control Parameter in Oracle Inventory is set to require a locator.
Select a BOM Revision.
When you select an assembly, the primary bill of material for the assembly is defaulted. If there is more than one revision for the primary bill of material, the transaction date is used to determine the bill revision and revision date.
If you set the WIP:Exclude ECOs profile option to None, engineering change orders with Open statuses, as well as those with Release, Schedule, and Implement statuses, are considered when the bill of material is exploded. See: Overview of Engineering Change Order, and Defining Engineering Change Orders in the Oracle Engineering User's Guide.
Select a BOM revision Date and time.
You can select a BOM revision date other than the one determined by the transaction date and time.
Select a Routing Revision. See: Item and Routing Revisions.
When you select an assembly, the primary routing for the assembly is defaulted. If there is more than one revision for the primary routing, the transaction date is used to determine the routing revision and revision date.
Select a Routing revision Date and time.
You can select a routing revision date other than the one determined by the transaction date and time.
Select a BOM Alternate bill of material.
You can select an alternate bill if alternates have been defined for the assembly you are building.
Select a Routing Alternate.
You can select a routing alternate if alternates have been defined for the assembly you are building.
Select a Project, and if required, a Task.
You can only select a project if the current organization's Project References Enabled parameter is set in Oracle Inventory. You must select a task if the Project Control Level parameter is set to Task and you have entered a project number. See: Organization Parameters Window.
Note: The default information in these fields cannot be changed if an existing schedule, sales order and line, or kanban number is entered.
You can only select a project if the current organization's Project References Enabled Parameter is set in Oracle Inventory.
If the transaction type is a WIP assembly completion and the specified Flow schedule does not reference a Sales Order/Order Line, you can select a Kanban Number for replenishment.
See: Completions to Kanbans with Supply Statuses of Full.
When you select a kanban, the quantity for that kanban is defaulted. If a completion subinventory/locator for the kanban have been specified, they are also defaulted.
Select an accounting Class.
See: WIP Accounting Class Defaults and Discrete Accounting Classes.
You can select any active Standard Discrete accounting class. If you have defined a defaulting account class using the Default Discrete Class Parameter, that accounting class is defaulted but can be overridden. See: Discrete Parameters and Discrete Accounting Classes.
Select a Demand Class.
The Demand Class is defaulted from the Sales Order/Order Line, but can be overridden. You can select any enabled and active demand class. See: Overview of Demand Classes, Oracle MRP User's Guide and Creating Demand Classes, Oracle MRP User's Guide.
Optionally, select a transaction Reason code. See: Defining Transaction Reasons.
Optionally, enter a transaction Reference.
References can be used to identify transactions on standard reports. They can be up to 240 characters of alpha numeric text.
If you are completing assemblies under lot, serial, or lot and serial control, choose Lot/Serial. See: Assigning Lot Numbers and Assigning Serial Numbers.
Save your work.
Note: Assembly Pull, Operation Pull, and Push components are automatically backflushed. Bulk and supplier components are not backflushed. The bills for Phantoms are exploded and the Phantom components are backflushed.
The system backflushes these components from the supply subinventory/locator assigned to the components on the bill of materials or the one specified in the Components window. If no supply subinventory/locator is assigned to the bill components, the system pulls components from the supply subinventory/locator defined for the item. If no item supply subinventory/locator is defined at the item level, items are pulled from the default supply subinventory/locator as determined by the Supply Subinventory and Supply Locator parameters. See: Backflush Parameters.
To complete multiple flow schedules: Navigate to the Work Order-less Completion window.
Change the date and time to the completion date and time desired.
Choose Retrieve.
Enter the retrieve criteria. Line is a required field, all others are optional.
Optionally, enter default completion sub-inventory, locator, and flex field information.
Choose Retrieve.
A window will appear informing you how many records will be retrieved. Choose OK to retrieve them all, choose Cancel to return to the Retrieve window and change your criteria.
Note: Items under lot and serial control cannot be retrieved and must be entered individually using the Work Order-less Completions window. If any other items cannot be retrieved, you will receive an error. Other errors are usually caused by an incorrect or missing completion sub-inventory on a routing. To permanently fix the errors, return to all routings and ensure a completion sub-inventory and locator are entered. To temporarily fix it, you can return to the retrieve screen and enter a default completion sub-inventory and locator.
If there are schedules retrieved that you do not want to complete, highlight them and delete them.
Add any other scheduled or non-scheduled items you wish to complete at the same time, and choose Save.
For component transactions including adding deleting changing, or specifying lot/serial information:Choose the Components button.
The Components window appears, displaying the exploded bill of material for this assembly.
Select the component item at which to make the change.
Modify the editable fields you want to change.
In all transactions, optionally you can select the transaction Reason code. See: Defining Transaction Reasons.
In all transactions, optionally you can enter a transaction Reference.
References can be used to identify transactions on standard reports. They can be up to 240 characters of alpha numeric text.
To change a component:Select the component to be replaced, and select the value you want to substitute.
Change the quantity, if required.
The quantity you enter here is the total quantity for the completion. The Revision for the substitute is defaulted based on the transaction date. The supply subinventory/locator are defaulted from the item. See: Defining Items and Work In Process Attribute Group.
If there is no supply subinventory/locator at the item level, the supply Subinventory, and if required, the Supply Locator, are defaulted based on the values entered for the WIP Supply Subinventory and Supply Locator parameters. See: Material.
Save your work.
To add a component:From the File menu, select New.
A new row displays in the Components window.
Select the Operation where the component will be used.
If the assembly has no routing, the system displays 1 as the default operation sequence. This value cannot be updated.
Select a component to add and enter a quantity.
The Revision and Supply Subinventory/Locator, are defaulted the same as for a Substitute.
Save your work.
To delete a component:Select the component you want to take out, delete, and save your work.
To enter lot and serial number information for a component.:Components under lot or serial number control are indicated when Lot/Serial button is available. Select a component, then choose the Lot/Serial button.
To resubmit transactions that fail to process:You can resubmit transactions that fail to process using the Transaction Open Interface window in Oracle Inventory.
To add, delete, or change components or specify component lot/serial information:Choose Components to display the Components window.
Select the Operation at which to make the substitution.
If the assembly has no routing, the system displays 1 as the default operation sequence. This value cannot be updated.
Select a substitution Type from the following options:
Add: Add a component at the operation.
Delete: Delete a component from the operation.
Change: Substitute one component for another at the operation.
Lot/Serial: Specify lot/serial number information for items.
If you are scrapping assemblies, and the substitution type is changed, deleted, or lot or serial, the event operation sequence selected must precede the scrap line operation in the routing network.
If you are Changing a component, you must select the component to be replaced, select a Substitute component and enter a Quantity. The quantity you enter here is the total quantity for the completion. The Revision for the substitution is defaulted based on the transaction date. The supply subinventory/locator are defaulted from the item..
If you are Adding a component, select a component to add and enter a Quantity. The Revision and supply Subinventory.Locator, are defaulted the same as for a Substitute.
If you are Deleting a component, select the component to delete.
To enter Lot/Serial information for a component, select a component then choose the Lot/Serial button. See: Assigning Lot Numbers and Assigning Serial Numbers.
Optionally, select a transaction Reason code. See: Defining Transaction Reasons.
Optionally, enter a transaction Comment.
Comments can be used to identify transactions on standard reports. They can be up to 240 characters of alpha numeric text.
Choose Done to save your work.
To resubmit transactions that fail to process:You can resubmit transactions that fail to process using the Inventory Transactions Open Interface window in Oracle Inventory.
