Displays Item Number specified in "Bill of Operations" screen.

Inventory Unit of Measure.

: Select a Standard Operation to use for the Operation, if any.

Enter a description to further identify the Operation.

Specify Work Center to be used for the specified Operation.

Use this field to briefly describe any tooling required for the Operation. For example, if you are making plastic products, the tooling reference might refer to the mold used to form the plastic.

Displays Operation sequence number.

Select a number using the arrow buttons, or manually enter a value up to a maximum of 99. This feature enables you to schedule Work Order Materials with Work Order Operations. For example, let's say we have an Operation with an Execution Day = 5. This means the Operation is scheduled to begin five days after the start date of the Work Order. Components scheduled with this Operation are due the day before the Operation starts—that is, on day four after the Work Order start date—to ensure they will be available when the Operation is scheduled to begin. If this option is not selected, then the component scheduling will be governed by the start and due dates set on the Work Order header. Based on the values entered for all listed Operations, whichever Execution Day value is the maximum, that value will be displayed as the production Lead Time for the Bill of Operations.

Specify the operation's effectivity, using the following parameters:

Effective: The system enables you to specify when an operation can be used in a Bill of Materials. For example, the company's engineering department may be working on a new design for an existing Item—but that new design will not be available for use until a given date in the future. In this case, you can specify the "effective" date when the component will be available for use.

Expires: The system also enables you to specify when an operation is planned to be obsoleted from (i.e., no longer used in) a Bill of Materials. As mentioned above, the company's engineering department may be working on a new design for an existing Item—but that new design will not be available for use until a given date in the future. In this case, the old component Item must be marked for "expiration" on a given date. This expiration date will most likely coincide with the effective date of the replacement part. Setting this parameter will instruct the system to stop using the specified component on the date entered into this field.

Amount entered represents the number of minutes required to set up the Work Center for the Operation.

Specify whether you want to report Setup Costs as "Direct Labor," "Overhead," or "None." Specify the "None" option if you would do not want to track Setup Time as part of the Operation's Cost.

Select to report setup time. Must be selected for labor Costs associated with setup to be tracked in the G/L and elsewhere. If not selected, these Costs will not be reported.

Amount entered represents the number of minutes required to run the Production UOM.

Specify whether you want to report Setup Costs as "Direct Labor," "Overhead," or "None." Specify the "None" option if you would do not want to track Setup Time as part of the Operation's Cost.

Select to report run time. Must be selected for labor Costs associated with run time to be tracked in the G/L and elsewhere. If not selected, these Costs will not be reported.

Specify the standard quantity that will be produced during a typical run-time period. The value entered here is equivalent to a run size, batch size, or Economic Order Quantity (EOQ) for this particular Operation. Because Work Order Operations roll into the Actual and Standard Costs for manufactured Items, you should specify a per quantity which accurately reflects your normal batch size for the Operation. Specifying a standard batch size helps ensure your Operations Costs are evenly distributed. For an example of how the batch size can help distribute Costs from Operations, see the following table.

Select a Unit of Measure (UOM)—or enter a free-form UOM. Specify a UOM to be used optionally when Work Order Operations are posted for the specified Operation. Different Operations in a single Bill of Operations may use different Production UOMs. For example, if you are producing soup, you might mix the soup in one Operation using UOM = BATCH. But when canning the soup, the canning Operation might use UOM = CAN.

This is the ratio that normalizes quantities to create a Production UOM for use when posting Work Order Operations.

Select to indicate that the manufactured Item should be received into Inventory at this Operation. The manufactured Item will be received into Inventory via a Receive from Manufacturing (RM) transaction, when the Operation is posted.

Issue Components at this Operation: Select to automatically issue components used at this Operation. This setting will only affect component Items whose issue method is either "Pull" or "Mixed". Component Items using the "Push" issue method must be issued to Work Orders using a specific material issue transaction.

Select to allow the Operation to overlap with the preceding Operation. If selected, you are indicating that this Operation may be posted before the preceding Operation is complete. If not selected, the Operation may not be posted before the preceding Operation is complete.

Select a work-in-process (WIP) Location. This is an optional selection which may be used for tracking the Site Locations of finished goods Inventory as it moves through the manufacturing process. The feature applies only to top-level, Multiple Location Control (MLC) Items whose production is posted through Work Order Operations posting. If you choose to track finished MLC goods using this feature, then the WIP Location entered here is the Location where Inventory will be located when the preceding Operation for the Work Order is posted. A proceeding Operation must exist for the Location entered here to be used. If you do not wish to track WIP Locations for finished MLC goods, then you can ignore this option.

Indicates the number of units, in the given Item's Inventory UOM, that can be produced in a minute—and also the number of minutes that are required to produce 1 unit, expressed in the given Item's Inventory UOM.

Closes the screen without inserting an Operation into the Bill of Operations, returning you to the previous screen.

Inserts the Operation into the Bill of Operations, automatically assigning it a sequence number.

This is a scrolling text field with word-wrapping for entering instructions related to the Operation.

Select to display text in the "Instructions" field in fixed-width font. This is a useful feature for displaying tables, matrixes, and other format-driven texts.

Display lists stored Images available for association with the specified Operation.

Opens screen for adding a new Image to the list of Operation Images.

Enables you to edit highlighted Operation Image definitions. The edit screen is the same as that for creating a new Operation Image definition—except that when editing, the fields will contain Operation Image information. Double-clicking on an Operation Image definition will also bring you to the editing screen.

Highlight an Operation Image definition and then select this button to remove the Item Image from the list.

Select one of the available purposes the Image might serve:

Display lists stored Images available for association with the specified Operation.

Closes the screen, returning you to the previous screen.

Highlight an Image, then select the SAVE button to associate the Image with the specified Operation and purpose.

Opens screen for adding a new Image to the master list of stored Images.

Enter the physical directory location of the Image. The browse button enables you to search your system for the physical directory location of the Image file. Once you locate the file, simply select it to have it entered into the "File Name" field.

Enter a unique name for the Image.

Enter a description to further identify the Image.

Closes the screen without adding a new Image to the master list of stored Images.

Creates the Image and adds it to the master list of stored Images.