| Work Order Material Resources (tswcs4110m000) |  |
| Use this session to add material resources to a work order or to a work order activity. The selected delivery type determines how the materials are allocated to the work order or work order activity. In this session, you can also handle disassembled parts. You can enter: Serviceable parts that are waiting to be assembled. Unserviceable parts for which a follow-up work order must be created. Unserviceable parts that must be replaced. You can add work order material resources to: Work orders. Work order activities. If you link material resources to a work order activity, the resource requirements that you defined in the Reference Activity - Resource Requirements (tsacm2120m000) session, are copied to the Work Control System module. Note If you implemented Financials, the material resources that are used for work order or work order activities are booked as work in process (WIP) costs: For the From Warehouse delivery type, WIP costs are booked based on the issued quantity. The WIP booking is adjusted based on the consumed quantity. For the From Service Stock or the From Kit delivery types, WIP costs are booked based on the consumed quantity. Related topics Disassembly/Assembly process Material allocations, delivery types, and work order (activity) status To create follow-up work orders
Fields | Description
Work Order | The work order for which the material resource line is created.
Work Order | The work order description is selected in the following order: The description of the service type. The description of the serialized item. The description of the item. The label description.
Work Order Status | Work Order Status
Activity Line | The work order activity line for which the material resource line is created. The activity line represents the reference activity or master routing that must be carried out for the work order. The activity line is identified by a sequence number.
Activity Line | Work Order Status
Line Number | The line that represents the material resources. The material resource line is identified by a sequence number.
Item | The materials that are required to carry out the work order. You can also enter a disassembled item. Note The field is disabled if you specify any value in the Reference Item field. You can enter an item or a serialized item. Note For the Follow-up Work Order delivery type you must have identified the item as a repairable item in the Items - Service (tsmdm2100m000) session. You can change the item if the work order has the Free or Planned status, and if no warehouse orders or purchase orders are created. To be scrapped: For items with little or no value. If the delivery type is set to To Warehouse, the serial status is visible. Related topics Disassembly/Assembly process
Allocation and Hard Pegging Type | The allocation and hard peging type. Infor ERP LN allocates the inventory for a specific demand. Infor ERP LN uses the item specifications to match the demand and supply of inventory. Note Allocation and Hard Pegging is not applicable only for the following delivery types: To Scrap To Warehouse To Warehouse by Transport From Service Inventory Supplier Direct Delivery By Field Purchase Select the allocation and hard pegging type for the work order cost lines. This field can have the following values: Business Partner Based: The inventory supply for the work order cost line must be allocated and/or hard pegged to the sold-to BP. Order Based: The inventory supply for the work order cost line must be allocated and/or hard pegged to the work order. Customer Reference Based: The supply for the work order cost line must be allocated and/or hard pegged to the customer reference. Internal Reference Based: The supply for the work order cost line must be allocated and/or hard pegged to the internal reference. Not Applicable: The allocation and hard pegging is not applicable. Note The field is available only when you select the Allocation and Hard Pegging check box in the General Service Parameters (tsmdm0100m000) session.
Business Partner | The name of the business partner.
Business Partner | The description of the business partner.
Business Object Type | The type of business object. Example work order material resource.
Business Object | The identifier of the business object. Example work order material resource number.
Business Object Reference | The reference to the business object. Example the line number of the work order material resource.
Reference | A reference code to which the inventory is allocated. Infor ERP LN can use the inventory only for an order with the same reference number. Note The field is enabled only when you set the Allocation and Hard Pegging Type field to one of the following: Internal Reference Based Infor ERP LN uses the field to record an internal reference. Customer Reference Based Infor ERP LN uses the field to record a reference code that is defined by a customer.
Use Unallocated Inventory | If this check box is selected, Enterprise Planning uses unallocated inventory to match and meet the inventory demand and supply. If this check box is cleared, Enterprise Planning does not use unallocated inventory to meet the inventory demand. Note Infor ERP LN matches the inventory demand and supply in the following order of priority: Allocated inventory Unallocated inventory
Warehouse | The name of the warehouse from which the Infor ERP LN issues the items.
Allocated to Quantity | The quantity of allocated items that is available in the warehouse.
Hard Pegged to Quantity | The total quantity of supply orders that is hard pegged and will be received in the warehouse, expressed in the sales unit. This quantity is hard pegged to the work order cost line.
Unallocated Quantity | The inventory of the item that is available in the warehouse that can be allocated to new orders.
Serial Number | A number that, together with the item code or manufacturer part number, uniquely identifies a component, an item, a machine, or an installation. This serial number is usually shown together with the manufacturer part number and other identification data on an identification plate that is attached to the item. Note If you have selected the From Warehouse or the Via Purchase delivery type, and the items cannot be delivered from the serial number, you must create a material resource line for each serialized item that has a serial number other than the original serial number. Example Two ABC items must be delivered from a warehouse. The specified warehouse can only deliver two items ABC-123 and one item ABC-456. For item ABC-123, the current material resource line is created. For item ABC-456, a new material resource line must be created.
Engineering Item Revision | The value that indicates the engineering revision of a revision-controlled item. Note You must set the item revision control check boxes in the General Service Parameters (tsmdm0100m000) session. You can maintain the revision if the work order status is Free, Completed, Signed-Off, or Closed. You cannot maintain the revision for serialized items.
Effectivity Unit | A reference number on a sales order line or a sales quotation line that is used to model deviations for a unit effective item, or to peg purchase orders or production orders to a specific sales order line.
Label | Identifies material that is used, but which cannot be defined in ERP LN. Note You cannot enter a functional element.
Required Quantity | The quantity that is required based on the specified length, width, thickness, and number of units required for the item. If the required quantity is not based on the specified length, width, thickness, and number of units, the default value is one.
Actual Quantity | The quantity that is actually used for the work order or for the work order activity. Note If the delivery type for the work order is From Warehouse or Via Purchase, the difference between the issued quantity and the consumed quantity is returned to the warehouse after the work order or work order activity is closed.
Text | If this check box is selected, text was added to the material resource line. Related topics Text (additional)
Reference Item | The reference item linked to the order line. Important! The field is enabled when you do not specify any value in the Item field.
Delivery Type | Indicates how the material that is required to carry out the activities, must be delivered, or what will happen to the defective item. Note The default delivery type for the item is defined in the Items - Service (tsmdm2100m000) session if: The material resource line is linked to a work order or to a work order activity. The work order activity procedure is general or inspection. If the item is not defined in Items - Service (tsmdm2100m000) session, Location is used as the default delivery type. The delivery type To Scrap is available for easy-removal items with little or no value.
Serial Status | The status of the serialized item.
Location | If you have selected the Location delivery type, you must enter a location. The Location delivery type is only used to register the current location of an item, or the location from which the item is received. Example: Item delivery from and to location Ten pieces of item ABC are needed. A material resource line is created. Work order (activity) status = Released Required quantity = 0 pcs Issued quantity = 10 pcs Consumed quantity = 0 pcs You must manually enter the consumed quantity.
Service Kit | If you have selected the From Kit delivery type, you must select a service kit. Example: Issue work order material resources from kit Ten pieces of item ABC are needed. A material resource line is created. Work order (activity) status = Planned Planned quantity = 0 pcs Issued quantity = 0 pcs Consumed quantity = 7 pcs You must manually enter the consumed quantity. The consumed quantity is booked as work in process (WIP).
Follow-Up Service Department | Use the filed to specify the alternative work center if the required skills are not present in the current work center. Note The field is available for a serialized item if the item and the serial number on the work order header is same as the item and the serial number of work order material resources and the delivery type is set to Follow Up.
Follow-Up Service Department | The description or name of the code. follow-up service department.
Warehouse | If you have selected the From Warehouse or To Warehouse delivery type, you must enter the warehouse from which the materials are issued, or the warehouse to which the materials are sent. Note A warehousing order must be created to deliver the item. Example: Issue work order material resources to work order (activity) Ten pieces of item ABC are required. Work order (activity) status = Free Required quantity = 10 pcs Issued quantity = 0 pcs Consumed quantity = 0 pcs A material resource line is created. Work order (activity) status = Planned Planned quantity = 10 pcs Issued quantity = 0 pcs Consumed quantity = 0 pcs An available-to-promise check is performed. A warehouse order is created, and the required stock is hard allocated to the work order, if the Commitment Required check box is selected. Work order (activity) status = Released Planned quantity = 10 pcs Issued quantity = 0 pcs Consumed quantity = 0 pcs The outbound advice in warehousing is started. As a result of the outbound advice, two pieces are issued from the warehouse. These two pieces are booked as work in process. The other eight pieces remain allocated/committed to the work order. Work order (activity) status = Released Planned quantity = 8 pcs Issued quantity = 2 pcs Consumed quantity = 0 pcs Also as a result of the outbound advice, the other eight pieces are issued and added to the issued quantity. Work order (activity) status = Released Planned quantity = 0 pcs Issued quantity = 10 pcs Consumed quantity = 0 pcs Only seven pieces are actually used for this work order. You can manually enter the consumed quantity. Work order (activity) status = Completed Planned quantity = 0 pcs Issued quantity = 10 pcs Consumed quantity = 7 pcs All allocations/commitments are removed. The difference between the issued quantity and the consumed quantity is returned to the warehouse. The work in process is adjusted to what is actually used. The actual used quantity is the consumed quantity. Work order (activity) status = Closed Planned quantity = 0 pcs Issued quantity = 10 pcs Consumed quantity = 7 pcs
Commitment Required | If this check box is selected, materials that require delivery from a warehouse must be committed to the work order or to the work order activity before it can be planned or released. Whether materials must be committed before work orders or work order activities can be planned or released, is determined by the Commitment Required setting in the Work Order Parameters (tswcs0100m000) session.
ATP Date | The ATP date. This is a display field. Related topics Impact of ATP Date
Lot Selection | Select a value to indicate the lot selection. If you select Specific, you must enter a lot. Note If you have selected the From Warehouse or Via Purchase delivery type, and items cannot be delivered from the same lot, you must create a material resource line for each lot that differs from the original lot. Example Ten items ABC from Lot one must be delivered from a warehouse. The specified warehouse can only deliver five items ABC from Lot one, and five items ABC from lot two. For the five items ABC that are delivered from lot two, a new material resource line must be created.
Lot | If you have selected Specific, you must enter a lot.
Deliver to Activity | The activity line number of the corresponding assembly/disassembly activity. Note If you have defined the material resource line for an assembly activity, the linked activity represents the disassembly activity. If you have defined the material resource line for a disassembly activity, the linked activity represents the assembly activity.
Replacement For | The material resource line by which the current material resource line is replaced. A replacement line, which is another material resource line, is used if you cannot deliver materials according to the selected delivery type. Example You have created a material resource line with the From Warehouse delivery type. However, not enough stock is available in your warehouse. You must purchase the required materials. You must create a replacement line with the Via Purchase delivery type to replace the material resource line with the From Warehouse delivery type.
Scrap/Return Reason | The reason you give to scrap an item or to return an item to a warehouse. Note The default reasons are defined in the Work Order Parameters (tswcs0100m000) session.
Top Work Order | The very first work order from which the initiating work order of the current work order was derived.
Follow-up Work Order | The work order that is used to carry out additional work on the material if the delivery type is Follow-up Work Order.
Required Quantity | The quantity that is required based on the specified length, width, thickness, and number of units required for the item. If the required quantity is not based on the specified length, width, thickness, and number of units, the default value is one.
Issued Quantity | The quantity that was delivered on the work order.
Actual Quantity | The quantity that is actually used for the work order or for the work order activity. Note If the delivery type for the work order is From Warehouse or Via Purchase, the difference between the issued quantity and the consumed quantity is returned to the warehouse after the work order or work order activity is closed.
Cost Component | The material resource's cost component. Default value The item's cost component. Related topics Cost components in Service
Checked-Off | If this check box is selected, this resource line is checked off and can no longer be modified. Note If, in the Work Order Parameters (tswcs0100m000) session, the Check-off Required check box is selected, you must first check the actually used materials, and then click Check-off, before you can close the work order or work order activity.
Length | The item's length. You can only specify the item's length for a purchased item. The unit in which the length is expressed is equal to the items inventory unit. The inventory unit's physical quantity is length, area, or volume. Note You must have selected the Via Purchase delivery type, and the purchase order must have the Free or Planned status.
Width | The item's width. You can only specify the item's width for a purchased item. The unit in which the width is expressed is equal to the items inventory unit. The inventory unit's physical quantity is area or volume. Note You must have selected the Via Purchase delivery type, and the purchase order must have the Free or Planned status.
Thickness | The item's thickness. You can only specify the item's thickness for a purchased item. The unit in which the thickness is expressed is equal to the items inventory unit. The inventory unit's physical quantity is volume. Note You must have selected the Via Purchase delivery type, and the purchase order must have the Free or Planned status.
Number of Units | The number of times the item fits in the specified length, width, and thickness.
Required Quantity | The quantity that is required based on the specified length, width, thickness, and number of units required for the item. If the required quantity is not based on the specified length, width, thickness, and number of units, the default value is one.
Buy-from Business Partner | The preferred buy-from business partner for the required materials.
Purchase Order | The order that indicates which items are delivered by a buy-from business partner according to certain terms and conditions. A purchase order contains: A header with general order data, buy-from business partner data, terms of payment, and terms of delivery. One or more order lines with more detailed information about the actual items to be delivered.
Purchase Order Line | The purchase order line.
Quotation | The maintenance sales order quotation that is linked to the work order.
Quotation Cost Line | The quotation cost line that is linked to the work order material resource line.
Commands | Description
Perform ATP check | Performs the ATP check for the selected work order material resources and updates the ATP date. In case the item, quantity, warehouse or delivery date are changed then the ATP check is performed again and the ATP date is updated. Related topics ATP Impact of ATP Date
Lot And Serial Set | Starts the Lot and Serial Set (tcibd41110m000) session wherein you can enter lot details when the Lot in Inventory checkbox is cleared, and the Register Lot Issue in Service and Maintenance field is set to Yes, in the Item Warehousing (Whwmd4100s000) session. You can only view the lot details when the Register Lot Issue in Service and Maintenance field is set to No. The button is enabled only when the item is lot controlled. Note You can enter the lot details till the status of the order is less than Costed.
Create Serialized Item | Choose this option to create a serialized item for the item and the serial number in the Serialized Items (tscfg2100m000) session.
Failure Analysis | Starts the Service Resolution - Failure Analysis (tsclm3170m000) session to maintain and register Service Resolution – Failure Analysis of service order, maintenance sales order or work order.
Maintain Work Order Activity Documents | Use this command to maintain work order activity documents.
Alternative Items-Item Breakdown | Starts the Alternative Items-Item Breakdown (tscfg1120m000) session. You can select an alternative item only when the Item field is editable. You can select the option based on the Work Order Status field and the Delivery Type. The Work Order Status field must be set to Free or Planned. The delivery type must be one of the following: From Warehouse From Warehouse in Car From Warehouse by Transport From Service Kit From Service Inventory By Field Purchase Supplier Direct Delivery
Alternative Items | Starts the Alternative Items(tsibd0505m000) session. You can select an alternative item only when the Item field is editable. You can select the option based on the Work Order Status field and the Delivery Type. The Work Order Status field must be set to Free or Planned. The delivery type must be one of the following: From Warehouse From Warehouse in Car From Warehouse by Transport From Service Kit From Service Inventory By Field Purchase Supplier Direct Delivery