Using series in production
Version 2.1. Supply option selection
When specifying BOM of production order lines for materials supply, use the universal demand fulfillment tool described in "Demand fulfillment".
To specify a pegging object for which materials are supplied, click Master data and settings – Master data and sections – Manufacturing – Manufacturing – Materials pegging for production. You can use the following options:
- Using production orders determines the assignment when supplying materials and works for production on pegging basis, and has the following values:
- By line of business allows you to fulfill demand for materials for a line of business to manufacture products. A pegged object is a line of business.
- By product assignment allows you to fulfill demand for materials with pegging against the sales order which records the need for manufactured product supply. It is recommended if materials for target (pegged) manufactured product release are purchased before creating production orders. Material pegging object is a target manufactured products assignment which is defined by the customer assignment.
- Using order for materials for production determines an assignment in case of pegged fulfillment of an order for materials for production:
- By line of business allows you to fulfill demand for materials for a line of business to release products. A pegged object is a line of business.
- By recipient assignment allows you to fulfill demand for materials which are transferred for production orders by the target method. Material pegging object is a recipient assignment which is determined by a certain production order.
- By order for materials allows you to fulfill demand for materials against an order for materials from production. A pegged object is an order for materials for production. All unfulfilled orders for materials for production are available for selection in the Assignment selection form.
You can reserve materials at the warehouse when working with BOM. The reserve is considered when creating the production schedule.
The option of order supply with materials and semi-finished products is selected in two steps:
- Decision on semi-finished product manufacturing included in manufacturing process. If you select the Produced in process check box, you can specify a BOM for semi-finished product release. Process of manufacturing semi-finished products will be included in manufacturing process. In the Actions field, the Supply on pegging basis value will be set automatically. It indicates the target production of the semi-finished product for a certain product of the production order. The setting is inherited from the bill of resources selected for products in the order.
- Material supply outside manufacturing process. In the Actions field, select one of the following options (the addressed warehouse is specified in the Warehouse field):
- Ship is a direct reference for material transfer (shipment) from the warehouse to a department.
- Reserve at the warehouse. If there are materials at the warehouse, you can reserve them for the production order. To transfer materials to a department, select the Ship option.
- To supply. Material availability is estimated when creating the production schedule in accordance with the selected supply method. Before creating the production schedule, you can estimate the real maximum supply period (considering all factors) by the guaranteed shipping date in the Demand date field. The date is set by the value of the Guaranteed shipping date field on the Supply parameters tab in the supply method selected for the product.
- Do not supply. Material availability is not estimated within the production schedule. Such materials are considered as always available at required time. Use the settings of material transfer to production for them (Demand fulfillment parameters) with the By order of transfer to production option.
- Supply on pegging basis. The option is available if the Supply and ship on pegging basis check box is selected in the Select action form. It means that material is reserved at the warehouse for order assignment on pegging basis, and then it is transferred to a department the same way (the Ship on pegging basis option).
In the Production order and Route sheet documents, information on material transfer for the production order is displayed in the Transfer materials against the order context report:
- When running the report from the Production order documents, it displays transfer state of all materials against the order.
- When running it from the Route sheet documents, the report displays transfer state of all materials against the production order with the filter by materials used within the route sheet.
- The report can be detailed by route sheets and material transfer documents.
Version 2.1. Adjusting ordered materials
Adjustment of ordered materials is used to organize work of local dispatcher by material transfer to production. The feature allows you to do the following:
- Change material supply option
- Decrease quantity of required materials
- Reject material receipt from the warehouse
- Order (ship) the quantity in excess of the production order (materials are transferred against the order for materials for production)
For example, you can reserve materials which will be required soon (planned deficit elimination), and ship materials required for the current production (current deficit elimination). For convenient fulfillment of the specified operations in the Manufacturing – Materials accounting – Receipt and return of materials workplace, you can see information on material stock balance at the warehouse in the Warehouse remaining goods field.
Recording of adjustments depends on the usage of the Master data and settings – Master data and sections – Manufacturing – Manufacturing – Adjustment of order for materials for production functional option. Before setting the For production production order status, changes are saved in order line BOMs. For production orders in the For production status and higher, changes are saved in separate Adjustment of order for materials for production documents. BOMs of production order lines are not involved, and you can track all changes made after production start.
If the functional option is not used, changes are made directly in BOM of the order, and the BOM is available in the relevant state at any time. Regardless of selected adjustment record option, you can see the current state of production demand for materials with all changes.
Version 2.1. Recording material resources in route sheets
When creating route sheets on the Materials and works tab, the state and standard amount (the Standard field) of material resources required for fulfillment are recorded.
Supply option of specified product items defines the Assignment field value on the Materials and works tab.
In case of production orders for not pegged products (an empty assignment in products of the order), specify the production order as an assignment for pegged materials. For materials consumed from unfinished production components, the assignment field is left blank.
If pegged products are released against the sales order or material provider order by the production order, use the assignment specified for products of the order (sales order or material provider order) for pegged materials.
If semi-finished products produced earlier within manufacturing process are used to fulfill the route sheet, specify an assignment for the production order for them. It emphasizes that semi-finished products are produced within the specific production order to fulfill production demands.
During preparation of the route sheet for production (the Created status), components of materials and works can be changed manually or automatically when choosing a new operations sheet. Enter all changes by amount in the Standard field. In the Balance field, you can see whether an item is in stock in unfinished production.
When fulfilling route sheets, register actual usage of material resources in the Actual field. You can see all variances of actual outflow from the planned consumption values in the Variance field.
You can specify the date of actual material consumption in the For execution and Completed statuses when fulfilling the route sheet. Specify the consumption date in the Consumed field.
The costing item which is selected in the field with the same name reflects material usage to calculate cost. If it is specified in the bill of resources, item value is inherited automatically in route sheets.
Version 2.1. Using intermediate semi-finished products
You can use finished manufactured products of one stage in full volume as materials of another stage within one BOM.
With these intermediate semi-finished products, you can control fulfillment of long-term multi-stage manufacturing processes.
You can describe usage of intermediate semi-finished products between stages in bills of resources, or BOMs of production order lines if they are not separated in the standard BOM.
The demand for intermediate semi-finished product release is displayed in the Side and intermediate release tabular section on the Finished manufactured products tab.
For an intermediate semi-finished product, specify the stage when it should be produced.
Register intermediate semi-finished product release by fixed cost which is specified at the moment of release. You can select a fixed cost value because it is a service value, not controlling one. However, it is recommended that the fixed cost must be less than estimated cost of fulfillment of all stages prior to release. The fixed cost value does not affect release cost calculation of the manufactured product during whose production intermediate semi-finished product release was registered.
You can use this semi-finished product later at any following stages where the semi-finished product is described as a consumed resource on the Materials and works tab. Select the Produced at stage material receipt option for it, and then specify a release stage selected earlier.
On the Materials and works tab, specify intermediate semi-finished products. When specifying the Materials and works material receipt method, a new line is automatically added to the Side and intermediate release table. Release direction is specified in the To department field.
When demand for the specified semi-finished products decreases, separate lines showing surplus are generated on the Materials and works tab and have the To warehouse release direction. When demand for semi-finished products increases and if there is a side release with the To warehouse direction, the lines are selected for missing amount from side release components on the Materials and works tab. These lines have the To department release direction.
In order to decrease items of intermediate semi-finished products added to the Product list, you can use one and the same product at the beginning and end of the stage.
In bills of resources, you can check amount of semi-finished products consumed and released at the stages. The check is performed if the Valid status is set.
Information on methods of item transfer between stages is not specified in the bill of resources. It is specified in the BOMs of production order lines.
Version 2.1. Control of used data relevance
The relevant state and calculation results of the production schedule for the order are displayed on the Production schedule tab in the form of tables.
At the bottom of the document, the Invalid bills of resources are used message is displayed on all tabs. It means that bills of resources specified in the order are not valid anymore (the Valid status was removed). By clicking the link, a window appears where you can replace the current BOR with one of the valid ones for the planned manufactured products. When preparing the order for production, this mode helps you keep data up-to-date when it is changed independently (by separate services) and/or frequently.
Version 2.1. Order supply state control
In the application, you can control production order supply state. Within production orders, an order, manufactured product line, and production stage can act as supply objects. The control is provided:
- Within the Manufacturing – Order fulfillment states workplace. Information about all production orders is available.
- By clicking Supply state in the header of the Production order documents. Supply of selected product lines is estimated within the order. Note that if you make changes (for example, when you accept recommendations of supply state changes), you should reschedule the production order within the production schedule. Changes cancel edit restrictions for manufactured product lines.
Data in the Order supply state form is displayed in accordance with available action options of demand fulfillment.
The supply state analysis provides necessary information for making decisions on order supply with materials.
Version 2.2. Scenarios of pegged production supply with materials
The value of the functional options of the Master data and settings – Master data and sections – Manufacturing – Manufacturing – Material pegging in production group defines the pegging object for which materials are supplied in production. You can use the following options:
- On order for production – allows you to determine an assignment in case of pegged supply of a production stage with materials and works:
- By line of business allows you to fulfill the demand in materials to produce manufactured products for the line of business. You can use these materials to produce manufactured products by the line of business for which they were reserved. A pegged object is a line of business.
- By product assignment – allows you to fulfill demand for materials with pegging against the sales order which records the need for manufactured product supply. It is recommended if materials for target (pegged) manufactured product release are purchased before creating production orders. A sales order is a pegging object for materials planned to be used within the production.
- By production stage – allows you to fulfill demand for materials for each production stage. Production stages act as a pegging object.
- By production order – allows you to fulfill demand for materials against a production order without details up to stages. Overall demand for materials in order to release all manufactured products of one production order is fulfilled. This pegging option allows you to purchase materials before creating production stages. Production orders act as pegging objects.
- On order to storeroom – allows you to determine an assignment in case of pegged fulfillment of an order for materials to a storeroom:
- By line of business allows you to fulfill material demand in the shop storeroom in order to produce manufactured products for the line of business. A pegged object is a line of business.
- By recipient assignment allows you to fulfill demand for materials which are transferred for production stages by the target method. Production stages act as a pegging object.
- By order for materials allows you to fulfill demand for materials against an order for materials from production. A pegged object is an order for materials for production.
You can change values of the functional option group Master data and settings – Master data and sections – Manufacturing – Manufacturing – Material pegging in production after you begin working with the application. The supply option is saved in production orders when setting the For production status for them. Stages get an assignment during generation and save this value from now on.
When filling in the supply, expected receipts are analyzed. If delivery on pegging basis is expected, materials are supplied on pegging basis. The required supply date is filled in by the target plan during stage generation. You can update the required date by the production schedule later. When using the By product assignment and By production order options for materials and works supplied on pegging basis, the planned receipt date is a shipment date specified in stage supply. Shipment date is not displayed for semi-finished products manufactured in the process. Planned date is calculated when creating the production schedule for semi-finished products.
Orders for semi-finished product release generated by demand are placed in the order queue earlier than supplied production orders. To view the order queue, click Manufacturing – Intershop management – Order queue management. Specific place in the queue is calculated by supplied orders.
To specify assignments, use the unified tool applied for all documents which record goods movements. In the Assignment form, you can see the default assignment list limited by indicators. Each of the indicators is specified by selecting check boxes. Use the following indicators for visual control:
- Available (Quantity in production) – shows pegged stock balance for assignment at a warehouse (department) from which goods transfer is registered with the document.
- Demand shows not fulfilled pegged demand for goods (against line of business, order, production stage) at a warehouse or department addressed by the document.
- Demand in all warehouses – shows demand for goods for which an assignment is selected at all warehouses (including demand of the warehouse specified in the document as a recipient for receiving goods).
Specific set of used indicators depends on the document type. For example, all specified indicators are used to select assignment when registering the Transfer materials to storeroom documents.
When clearing all check boxes of the indicators in the Assignment form, a full list of assignment options is displayed considering limits by lines of business, assignment belonging to material provider scheme, and possibility to specify assignment in warehouse documents.
Version 2.2. Production stage supply
To record business transactions, you can use the overall journal of Manufacturing – Intrashop accounting – Production documents (all). The following documents are included in the journal:
- Internal acceptance note
- Movement of products and materials
- Production without order
- Recyclable waste allocation
- Allocation of materials and works
- Itemized expense allocation
- Production stage
Click Customize to specify documents displayed in the list.
From the document journal, you can go to the Manufacturing – Intershop management – Production orders list and the workplaces:
- Movement of products and materials for registration
- Register production without orders
- Stage dispatching
- Allocation of materials and works
- Expense allocation to product cost
Documents which record movement of goods and materials involving departments are created in the Manufacturing – Intrashop accounting – Invoices for registration workplace.
The following components of operations available for registration are supported (each operation has its own document kind):
- Transfer materials to production – materials are transferred by the target method for production stages. The reference document is required. You can create these documents based on stage documents.
- Transfer materials to storeroom – materials are transferred to the shop storeroom of the department warehouse. The reference document is not required. For this operation, you can select the By references check box which allows you to pick corresponding references, for example, the order of material transfer to production. You can also specify lines with the Beyond reference status in the document.
- Transfer products to the warehouse from production – manufactured products are transferred to the warehouse bypassing the shop storeroom.
- Transfer products to the warehouse from storeroom – manufactured products are transferred from the shop storeroom. It is required to register product release to the shop storeroom.
- Material transfer in production – material transfer between shop storerooms.
- Return of materials from production – materials transferred to the department by the target method to fulfill production stages are returned to the warehouse.
- Return of materials from storeroom – materials are returned to the warehouse from the department shop storeroom. The reference document is not required.
Besides, you can use transfer records to register material transfer to departments. For example, the Warehouse and delivery — Internal goods transfer — Internal documents (all) – Goods transfer document allows you to register material transfer from the warehouse to a shop storeroom. Its record in compliance accounting is similar to the recommended documents, but there is a restriction: You cannot specify the Group (kind) of products dimension.
A material supply option is selected on the Supply with materials and works tab in the Production stage documents. Products can be supplied from the shop storeroom stock, or from an external warehouse (the Warehouse field). In the Warehouse field, a warehouse is set by default according to the supply scheme settings assigned to the product. A warehouse specified in the scheme means a warehouse from which a material is supposed to be received for a certain department.
For more information on supply scheme setting, see chapter Demand fulfillment.
The standard components of supply options are used. For example, you can select the following settings:
If there are materials in available stock at the selected warehouse, they will be reserved for the stage. If there is no available stock balance, you can reserve it in expected deliveries. Non-supplied amount must be accepted for supply.
Reference for material shipment to fulfill a stage is set with the Ship action kind. You can specify these items on the Consumption of materials and works tab. Material placement on this tab confirms actual consumption of materials within the stage.
The Ship action also allows you to register shipment from external warehouses. To register material transfer for a stage, use the Material transfer to production documents which can be generated within the Manufacturing – Intrashop accounting – Invoices for registration workplace. You can use the materials only to fulfill the stage for which they were transferred to the department. If you refuse to use them, you can return them to the warehouse, or place to a shop storeroom at free access.
Stages write off materials from the shop storeroom automatically. For this purpose, specify the product item in the Production stage documents on the Consumption of materials and works tab.
Version 2.2. Production supply with measuring materials
Measuring materials are materials whose storage and write-off units have measuring or weight type of the measured value (weight, volume, area, or length). When purchasing measuring materials, various packaging kinds are used to store them at the warehouse. As a rule, packaging units and units of measure used to write off materials during manufacturing processes do not match and are not multiple of each other.
For example, paint consumption rate in production is specified in weight unit (kg), but the paint at the warehouse is stored in barrels (pcs). Due to various factors (inventory regulation, safety requirements, etc.), paint can be transferred to a department only in whole packagings (barrels). Usually production demand for paint is not multiple of the paint amount in one barrel.
You can register transfer of measuring materials to production using shop storerooms.
For measuring material regarding the shop storeroom where it is planned to be used, specify demand fulfillment parameters with the Inventory level control supply method. Additionally, you can specify the packaging kind (the Order packaging field) to which the amount of materials demanded by the department will be rounded when transferring.
The Production stage documents generated in the department create the general demand for measuring material in the shop storeroom. To fulfill this demand, use the Order for materials for production documents. The following service is available to create these documents: In the Manufacturing – Intershop management – Order queue management workplace, click Supply shop storerooms with materials and you will get access to Demand fulfillment data processor with the predefined filter by shop storerooms.
Measuring material delivered to the shop storeroom is located in available stock and written off by stages when it is consumed.
In the described scenario, there is no need to execute additional technological operations to start using a measuring material in manufacturing process.
However, the situation is different when you need to cut measuring material before processing. These are separate technological operations for which special equipment is often required. Their execution is connected with significant labor costs (for example, cutting of sheet or profile metal).
In this case, the scenario of measuring material supply is different.
Cutting operations are an integral part of manufacturing process which is required to produce manufactured products. That is why you should register them as a separate production stage. The differential characteristic of this stage is that initially technological documents do not stipulate execution of such stage—when documents are created, there is no information on terms of demand fulfillment for measuring materials.
To solve the described task, do the following actions.
Step 1
Create a special bill of resources for the measuring material required before cutting. Specify a line with measuring material in the Manufactured products at the calculated cost tabular section on the Finished products tab and in the tabular section on the Materials and works tab. On both tabs, specify the same material amount multiple of the packing size in which the material is stored at the warehouse.
For example, consumption rate of the Square pipe 50x50x4 St3 (semi-killed) measuring material is specified in weight unit (kg) in production. At the warehouse, Square pipe 50x50x4 St3 (semi-killed) is stored as six-meter long pieces. The weight of each piece is 33.36 kg. This is a minimum weight for transfer from the warehouse to the department. The warehouse can transfer pipes only in weight multiple of this value. Specify this weight in the created BOR on both tabs.
Step 2
In BORs with measuring material required to be cut, change a receipt method for measuring material (the Material receipt method field on the Materials and works tab), and then set the Produce by BOR option with selection of the earlier created BOR.
Step 3
Generate the Production stage documents for production orders accepted for fulfillment according to the common regulation.
To fulfill added measuring material BORs, merged production stages will be created. In the Production stage document on the Supply with materials and works tab, the total weight of the material required to be cut will be specified. In the tabular section, on the Finished products tab, fulfilled demands of the following processing stages are displayed in separate lines: the stage is in the Assignment field and its amount is in the Amount field.
Stages created to perform cutting precede further material processing. Their supply with measuring materials in the total weight is performed in the normal fashion (similar to supply of other stages).
Balance of measuring materials after cutting for which the stage for further processing was not specified will be placed in the shop storeroom in free access. You can use it to supply materials for new production stages.
Another feature of the measuring materials is that in some cases it is impossible to fulfill the demand of some production stages in terms of amount.
For instance, to perform the production stage by standards, you need 28 kg of Square pipe 50x50x4 St3 (semi-killed). This amount will be stated for supply. Meanwhile, there is a 33.36-kg piece at the warehouse. It will be transferred to fulfill the material demand.
For correct maintenance of such situations, you can specify material amount exceeding the amount from shipment reference (for example, production stage) in shipping slips. The amount which exceeds initial request is registered as a variance.
The amount of allowable variance of measuring materials is defined by the value of the Master data and settings – Master data and sections – Product – Allowable variance of measuring goods shipment and acceptance attribute.
You can specify quantity of measuring materials with variances from the initial demand in the following documents:
- Supply from material provider
- Transfer to raw material provider
- Material transfer to toller
- Receipt from toller
- Material transfer to production
- Transfer products from production
General approval rules of the stated material demand and demand fulfillment option for production documents (order closure) are similar to the tools which were described earlier for other measuring material movements (for example, when shipping).
If there are variances in amount of manufactured products, adjustment is not required for production order closure. If quantity of released measuring goods is less than those specified in the order, but does not exceed the allowable variance value, the manufactured product release state for the order is set to Everything is produced in the Production order queue management workplace. From this moment, the order is available for closing.
Specify actual release quantity in the Production stage document. If adjustment is made downwards, amount of missing released products will be specified in a separate line with cleared Produced check box. Finished product lines with cleared Produced check box will be deleted when posting documents in the Completed status.
Version 2.2. Using intermediate semi-finished products
In the Production order documents on the Finished products tab in the Side and intermediate release at fixed cost tabular section, you can specify items which are released at a certain stage and consumed at other stages of the same redistribution for all stages. These items are called intermediate semi-finished products. In the Assignment field, specify the stage where the item is consumed.
In the Side and intermediate release at fixed cost table, specify the production fact separately for each release item by setting the Produced attribute and specifying the release date. You can specify the release date with one value for all lines of the tabular section (the Production in one day check box).
Version 2.1. Using series in production
Serial accounting of materials, semi-finished products, and manufactured products is supported in production. Series usage is specified drilled down by kinds of product, departments, and bills of materials.
In bills of materials, specify the need of series specification for released manufactured products and series used when releasing materials (the Register series field). For example, one material used to produce different goods (or one item by different BOMs) in one department may require reference series specification, or not. Series usage is determined by control level of quality parameters of materials used in production.
Setting series usage in production is similar to those in warehouse accounting.
Specify series accounting policy for the product kind. For certain departments and warehouses, you can specify individual series accounting policies in product kind parameters. Inheritance of individual settings for departments included in selected department structure is not supported.
In the form of series accounting policy, you can see a list of operations during which series for accounting in production are specified (the on material consumption and on product release check boxes in the details of the Series accounting policies list item).
In the form of series accounting policy, you can see a list of operations during which series for accounting in production are specified (the while moving materials and while moving products check boxes in the details of the Series accounting policies list item).
The possibility to specify series for product items transferred to production and released during manufacturing process depends on series accounting policy of warehouses and departments which are involved in business transactions.
The following series accounting policies are available in production:
- Reference series specification. In BOR of items or materials, specify that series accounting is kept.
- Remaining series management
- FEFO auto calculation of remaining series
- FEFO management of remaining series
- Accounting of cost by series
You can specify series in production documents:
- Production order – two areas of series usage can be divided within the document:
- Material series – in order line BOMs, you can specify certain series of materials planned to be used if series accounting is kept at the warehouse from which materials are supplied, and in the receiving department. If series is specified in order BOMs, materials are transferred to production against the production order on pegging basis. Series and assignment are displayed in the workplace of material receipt.
- Finished product series may not be specified explicitly. When releasing manufactured products, these series must be considered when generating production orders. If you need to calculate cost and specify all actually used material (semi-finished product) series during production for separate product batches (or each item), provide series accounting in all involved departments and warehouses, and transfer these batches (or items) to production by separate order lines. That is how you provide separation of manufacturing process. Usually cost of manufactured product items specified by separated series numbers, but released within one batch averages over release batch.
- Material transfer to production – specify material series if it is required by the series accounting policy of the receiving department.
- Return from production – specify material series if it is required by the series accounting policy of the department from which materials are returned.
- Route sheet – in route sheets, you can specify series of actually consumed materials (the need of series specification is checked when the Completed status is set). Specify series for manufactured products:
- Within one route sheet, you can record production of several items of a certain product with different series (reference series specification). At the same time, you cannot specify amount of materials consumed for each series of the product individually.
- If you need to specify the usage of certain material series for each product item series, create separate route sheets for each product item series.
- Material and work transfer in production is the document which records product costs movement in unfinished production between departments. Create the document in the Manufacturing – Material accounting – Material transfer in production workplace.
- Allocation of materials and works to product cost. Allocation is performed considering series of materials (semi-finished products) transferred to the department if cost accounting for them is kept by series.
- Write off release costs. Allocation is performed considering series of materials (semi-finished products) transferred to the department.
Product item movement considering series is recorded in the following reports:
- Analysis of released product cost is a cost control of separate product batch release (by series).
- Manufacturing costs. Information about material series movement.
- Material and work movement in production. Information about material series movement.
The following reports are available in the Warehouse and delivery and Manufacturing sections:
- Product series list is a movement (inflow, outflow) and closing balance of product series at warehouses, in production, and at customers.
The following reports are available in the Warehouse and delivery section:
- Product series structure is displayed as a series tree of materials and semi-finished products used during production or assembly of a certain product series.
- Application of product series is shown as a tree of components of manufactured products which were produced with a certain series of materials (semi-finished products).
- Product series movement is a movement of series of materials, semi-finished products, or manufactured products which answers the following questions:
- From which supplier the material series is received.
- To which warehouses the material series is transferred.
- Which production departments received the material (semi-finished product) series.
- What products were manufactured by using the material (semi-finished product) series.
- To which customers the product series was shipped.
- Product series list is a movement (inflow, outflow) and closing balance of product series at warehouses, in production, and at customers.
- Remaining materials in production by shelf lives. Displays remaining materials by expiration dates at warehouses and in production.
Version 2.2. Using series in production
Serial accounting of materials, semi-finished products, and manufactured products is supported in production. Series usage is specified for product kinds. For warehouses and shop storerooms where batches of materials, semi-finished products, and manufactured products pass by, you can specify individual settings of series usage. Used series accounting policies are selected on the Main tab of the product kind form.
In the settings form of series accounting policy, define operations when series is specified for accounting in production (the on material consumption and on product release check boxes in the details of the Series accounting policies list item).
In production, series accounting policies (the Series accounting policies list) are used created by using the following policy types:
- Reference series specification. In BOR of items or materials, specify that series accounting is kept.
- Remaining series management
- FEFO auto calculation of remaining series
- FEFO management of remaining series. In the Production stage documents on the Supply with materials and works tab, you can select series of used materials by FEFO method. To do so, click Fill in – Fill in series by FEFO. You can specify series if a certain series accounting policy is selected for the shop storeroom and the Ship or Ship on pegging basis actions are specified in tabular section lines of the tab.
- Accounting of cost by series allows you to consider individual cost of series of materials used in production when calculating cost. For this purpose, provide continuous usage of series accounting by this type during all material movements. Material series transfer to a warehouse (shop storeroom) where series accounting policy of different type is used, leads to permanent loss of data on individual cost of a separate material series. Later series usage at these warehouses is provided only in reference mode.
Movement of materials by which series accounting is kept is registered with specifying series. You can select a certain series by warehouse balance from which transfer is registered.
In production stages, series can be specified only for materials which were transferred for supply of a certain stage.
When using materials from a shop storeroom, series specification option is defined by the series accounting policy used for materials of this shop storeroom.
When releasing manufactured products, series are specified:
- In production stages in accordance with series accounting policy settings for the department. These settings are defined by the common series accounting policy for the product kind. Individual series settings of the warehouse specified in the production stage are applied if the warehouse is a shop storeroom.
- In the Transfer products from production document. If a warehouse (which is not a shop storeroom) is specified in the production stage and has individual settings of series usage, these settings are applied when registering product series in the document of transferring manufactured product from production.
The following reports are available in the Warehouse and delivery and Manufacturing sections:
- Product series list is a movement (inflow, outflow) and closing balance of product series at warehouses, in production, and at customers.
- Product series structure is displayed as a series tree of materials and semi-finished products used during production or assembly of a certain product series.
- Application of product series is shown as a tree of components of manufactured products which were produced with a certain series of materials (semi-finished products).