MO Entry

HelpID: 519722015

Navigation: Transactions >> Inventory >> MO Entry

Document Type: See MO Doc Type Setup. The default Document Type will appear.

Order Number: to create a new MO, click the New MO button located just left of the MO Number field. Or, enter an existing number to work with a saved MO.

For Multi-product orders, the cursor will automatically move to the BOM ID field after clicking the new MO button. The system defaults to the first Multi-Product BOM, you can enter a different BOM or select one from the Lookup.

Item Number: For all other Document Types, select an Item Number. If the item you select does not have a BOM, you will be asked if you want to continue with a Manual MO. With a Manual MO you can add the Inputs and Outputs you need rather than selecting a BOM.

BOM ID: if the Item has a Primary BOM, it will default as the BOM ID after selecting an Item Number. If there is no Primary, select a BOM ID.

Quantity: enter the quantity to make. For multi-product orders, the quantity and unit of measure cannot be changed.

MO Status: if MO Status Codes have been created, this will automatically be set when the MO status changes, such as when building the picklist. It can also be manually set.

Cost Allocation: after the Inputs are posted the system will attempt to allocate the costs to the Output(s). If there is only one output, all costs are allocated to that item. If there are multiple Outputs, the Cost Allocation method selected here will be used to allocate the costs.

By Quantity: The total number of items is summed, then the total costs are multiplied by the ratio of the Output Item Quantity over the Total Quantity.
By Fixed Percent: The Cost Allocation Percent specified on the BOM, or on the Outputs tab, is used to allocate costs based on the percent assigned to each item. The cost allocation percent assigned to all Outputs must total 100%.
By Weight: The shipping weight field for each item is used to arrive at a total weight. Note, this can actually be the weight of the items, or, the field can be used to store a “weight factor”. The quantities are summed, and like the By Quantity method, costs are applied based on a ratio of the Weights.
Manual: costs are manually entered for each item.

Draw Inputs From and Post Outputs To sites: both sites are required before building a picklist.

Routing ID: enter the Routing to be used with this MO. If a Routing is marked Primary, that Routing will default. If no Routing is marked Primary, this field will be blank and you can select which routing to use. If the Lean MFG Setup option “Create MO Routing” is marked, a “snapshot” will be created of the selected routing and copied to a new routing linked to the MO. For example, if the Primary routing defaults, it will be copied to a new routing where the Routing ID equals the MO Number. This MO Routing is completely separate from the Master routing, and changes can be made to it without affecting the master routing for the item.

Date Fields: all date fields are informational.

Build Picklist: the process of building the picklist enters Items from the BOM onto the Manufacturing Order, and allocates inventory. NOTE: the system does not auto-assign serial and lot numbers.

After building the picklist, you can change the BOM ID, Quantity or Unit of Measure. Making any of these changes will delete the current picklist and you will have to rebuild it again.

Inputs: you can add, remove, or change quantities of inputs, at any time. The Cost is the Item’s Current Cost. Depending on the costs in the FIFO/LIFO layers, the actual costs that are posted may differ from what is displayed here.

Distributions for each line can be viewed and edited by clicking the “A” button to the right of Item Number (in the column headers). This will open the Line Distributions window.

NOTE: security can be set separately on the Line Distributions window so that you can restrict who has access to the ability to change distribution accounts.

Outputs: you can add, remove, or change quantities of Outputs, at any time. Unless the Cost Allocation is Manual, any costs entered here will be overwritten during posting when the system auto-allocates costs.

Distributions for each line can be viewed and edited by clicking the “A” button to the right of Item Number (in the column headers).

You must have at least one Input and one Output in order to post.

QTY: for serial and lot controlled items you can access the Serial/Lot Entry window by clicking into the QTY field and pressing CTRL+L.

Icon	Meaning
	Serial/Lot Numbers need to be selected. The quantity of Serial/Lot Numbers selected is less than the Input Quantity for the item.
	The quantity of Serial/Lot numbers selected equals the Input Quantity.
	Inventory Setup allows Adjustment Overrides, and the Item-Site Allocated Quantity is greater than Available Quantity. There is a quantity shortage.
	There is a bin quantity error. Either bin selections need to be made (no selections have been made yet), or, the quantity of inventory