Microsoft Dynamics™ GP

Manufacturing Management Functions

Copyright Copyright © 2007 Microsoft Corporation. All rights reserved.

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Publication date April 2007

Contents
Introduction ................................................................................................................................................. 2
Manufacturing documentation...................................................................................................................2
What’s in this manual...................................................................................................................................2
Symbols and conventions ............................................................................................................................3
Resources available from the Help menu..................................................................................................3
Send us your documentation comments ...................................................................................................5

Part 1: Quality Assurance ......................................................................................................... 8

Chapter 1: Quality Assurance overview .......................................................................... 9
Quality assurance terms...............................................................................................................................9
Samples.........................................................................................................................................................10

Chapter 2: Quality Assurance sampling ........................................................................ 11

Creating an Acceptable Quality Level table ........................................................................................... 11
Modifying an AQL table ............................................................................................................................12
Adding a lot-size range to an AQL table.................................................................................................13
Deleting a column from an AQL table.....................................................................................................13
Deleting an AQL table................................................................................................................................14

Chapter 3: Defect codes, disposition codes, and inspectors ................... 15

Creating a defect code ................................................................................................................................15
Deleting a defect code ................................................................................................................................15
Creating a disposition code .......................................................................................................................16
Deleting a disposition code .......................................................................................................................16
Creating an inspector ID ............................................................................................................................16
Deleting an inspector ID ............................................................................................................................17

Chapter 4: Inspection procedures ...................................................................................... 19

Creating a measurement type ...................................................................................................................19
Modifying a measurement type................................................................................................................20
Deleting a measurement type ...................................................................................................................21
Inspection procedure steps........................................................................................................................21
Defining an inspection procedure ............................................................................................................21
Modifying an inspection procedure.........................................................................................................23
Removing a step from a procedure ..........................................................................................................24
Checking which items share a default procedure ..................................................................................24
Deleting an inspection procedure.............................................................................................................25
Attaching a drawing to an inspection procedure...................................................................................25
Viewing a drawing attached to a procedure...........................................................................................26
Viewing the revision history of a procedure...........................................................................................26
Assigning an inspection procedure to an item .......................................................................................27
Removing an inspection procedure from an item.................................................................................. 28

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Chapter 5: Inspection results ................................................................................................. 29

How bought items are steered to quality assurance..............................................................................29
Quality assurance workflow .....................................................................................................................29
Entering preliminary inspection information.........................................................................................30
Entering test results ....................................................................................................................................31
Entering final inspection results ...............................................................................................................34
Entering test results for lot-numbered items ..........................................................................................35
Entering test results for serial-numbered items .....................................................................................37
Modifying inspection results.....................................................................................................................37
Deleting a test result entry.........................................................................................................................38
Deleting an inspection record ...................................................................................................................38

Chapter 6: Problem and action reports......................................................................... 41

Creating a Non-Standard Report..............................................................................................................41
Modifying an NSR ......................................................................................................................................42
Deleting an NSR..........................................................................................................................................42
Creating a Supplier Corrective Action Request......................................................................................43
Entering a vendor’s response to a SCAR ................................................................................................44
Deleting a SCAR..........................................................................................................................................44
Viewing details of an item .........................................................................................................................44
Viewing sample size information .............................................................................................................45

Part 2: Engineering Change Management...................................................... 48

Chapter 7: Engineering Change Management overview ............................... 49
Engineering change management terms .................................................................................................49
Engineering change management statuses .............................................................................................50
Engineering change management workflow..........................................................................................51
Criteria for engineering change notifications .........................................................................................52

Chapter 8: Engineering change setup ............................................................................ 53

Creating an ECM routing...........................................................................................................................53
Deleting an ECM routing...........................................................................................................................54
Creating an ECM denial code ...................................................................................................................54
Modifying an ECM denial code................................................................................................................55
Deleting an ECM denial code....................................................................................................................55
Creating an ECM disposition code...........................................................................................................56
Modifying an ECM disposition code .......................................................................................................56
Deleting an ECM disposition code...........................................................................................................57
Creating ECM user-defined fields ............................................................................................................57

Chapter 9: Change requests .................................................................................................... 59

Entering an engineering change request .................................................................................................59
How change request statuses can change ...............................................................................................60
Changing the status of a change request .................................................................................................61
Assigning an ECM routing to a change request.....................................................................................62
Requiring repeated reviews of change request ......................................................................................63

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Deleting the routing of an engineering change ......................................................................................63

Specifying the disposition of a changed item .........................................................................................64
Deleting a change request..........................................................................................................................64
Entering information in user-defined ECM fields .................................................................................65
Indicating that a review has been completed .........................................................................................65
How ECM changes affect other items and modules..............................................................................66
Listing other items affected by a change request ...................................................................................67
Specifying the disposition of a secondary item......................................................................................68
Removing an item from the affected-items list.......................................................................................68
Excluding records from ECM notifications.............................................................................................69

Chapter 10: Engineering change inquiries ................................................................. 71

Handling ECM notifications in other modules ......................................................................................71
Viewing change order history for an item...............................................................................................72
Viewing routing information for change requests .................................................................................73
Engineering change management statistics ............................................................................................74
Viewing ECM statistics ..............................................................................................................................74
Checking the status of a change request..................................................................................................76
Viewing the effects of a specific change order........................................................................................76
Viewing a view-only version of a change order.....................................................................................77

Part 3: Job Costing ........................................................................................................................ 80

Chapter 11: Job Costing overview..................................................................................... 81
Job Costing terms........................................................................................................................................81
Job links ........................................................................................................................................................83
Job statuses...................................................................................................................................................84

Chapter 12: Job Costing setup cards ............................................................................. 87

Defining a job category ..............................................................................................................................87
Modifying a job category value ................................................................................................................88
Deleting a job category...............................................................................................................................88
Creating a revenue and expense code......................................................................................................89
Modifying a revenue or expense code description ................................................................................ 89
Modifying an expense or revenue code...................................................................................................90
Deleting a revenue or expense code.........................................................................................................90
Job transaction lists .....................................................................................................................................90
Creating a transaction list ..........................................................................................................................91
Transaction combinations for double-booking.......................................................................................93
Specifying job costing transaction details ...............................................................................................93
Modifying a job transaction list ................................................................................................................94
Deleting a transaction list ..........................................................................................................................95
Defining or modifying user-defined fields .............................................................................................95
Deleting user-defined job-costing labels .................................................................................................96

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Chapter 13: Jobs ................................................................................................................................ 97

Creating a job...............................................................................................................................................97
Entering information in user-defined job fields .....................................................................................98
Modifying a job ...........................................................................................................................................99
Placing a job on hold ..................................................................................................................................99
Canceling a job ..........................................................................................................................................100
Activating a job that is canceled or on hold ..........................................................................................101
Deleting a job .............................................................................................................................................101

Chapter 14: Job link maintenance.................................................................................. 103

Uses of the Job Link Maintenance window ..........................................................................................104
Parts of the Job Link Maintenance window..........................................................................................104
Viewing job, element, and transaction details ......................................................................................108
View details using the Element Number link.......................................................................................109
View details using the Number link ...................................................................................................... 110
View details using the Actions button ................................................................................................... 111
Complete tasks using the Actions button.............................................................................................. 113
Adding manual transactions to a job ..................................................................................................... 114
Removing manual transactions from a job ........................................................................................... 115
Linking an element or transaction to a job............................................................................................ 115
Restrictions for removing links to jobs .................................................................................................. 116
Unlinking an element or transaction from a job................................................................................... 117
Unlinking all elements or transactions from a job ............................................................................... 117
How linked elements lead to linked transactions ................................................................................ 118
Manually applying a transaction to a job .............................................................................................. 118
Manually unapplying a transaction from a job .................................................................................... 119
Changing a revenue or expense code ....................................................................................................120
Managing views of elements and transactions.....................................................................................120
Job Costing right-click menu...................................................................................................................121
Using the right-click menu to create links to jobs ................................................................................122
Using the right-click menu to change a job link...................................................................................123

Chapter 15: Job link details .................................................................................................. 125

Expense distributions to jobs ..................................................................................................................125
Distributing expenses among jobs..........................................................................................................126
Viewing job distribution information ....................................................................................................129
Manufacturing order links to jobs ..........................................................................................................131
Sales order links to jobs............................................................................................................................132
Purchase order links to jobs.....................................................................................................................133
Blanket purchase orders and job costing...............................................................................................134
Receiving links to jobs..............................................................................................................................135
Purchasing invoice links to jobs..............................................................................................................137
Payables transaction links to jobs ...........................................................................................................138
Inventory transaction links to jobs .........................................................................................................138
Receivables transaction links to jobs ......................................................................................................139
Data collection links to jobs .....................................................................................................................140

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Chapter 16: Job summary....................................................................................................... 141

Viewing job summary information ........................................................................................................141
Viewing job summary details..................................................................................................................141

Glossary ..................................................................................................................................................... 143

Index ............................................................................................................................................................... 151

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vi M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
INTRODUCTION
 Introduction
You can use Manufacturing to organize and track the daily workings of the
manufacturing process, such as taking orders, purchasing raw materials, building
finished goods, fulfilling orders, and selling the finished goods.

This introduction is divided into the following sections:

• Manufacturing documentation
• What’s in this manual
• Symbols and conventions
• Resources available from the Help menu
• Send us your documentation comments

Manufacturing documentation
Manufacturing documentation is divided into five manuals. Refer to the following
table for an overview of what is included in each of the manuals.

Manual Modules or other major pieces

Manufacturing Setup manual System setup
User setup
Manufacturing Core Manufacturing Cards
Functions manual Extensions to Inventory Control
Bills of Materials
Extensions to Sales Order Processing
Sales Configurator
Manufacturing Reports
Manufacturing Production Routings
Functions manual Manufacturing Orders
Outsourcing
Work in Process
Manufacturing Management Quality Assurance
Functions manual Engineering Change Management
Job Costing
Manufacturing Planning Sales Forecasting
Functions manual Master Production Scheduling
Capacity Requirements Planning (CRP)
Material Requirements Planning (MRP)

The online help file includes all of the information in the manuals, except
installation information. The online help also includes field-by-field descriptions of
the windows. You can access online help by pressing F1 whenever a Manufacturing
window is active, or by choosing Help >> About this window.

If a Microsoft Dynamics™ GP window—such as the Sales Transaction Entry window—is

the active window when you access help, online help for Microsoft Dynamics GP will be
displayed. You can close that help, open any Manufacturing window, and try again to access
Manufacturing-specific help.

What’s in this manual

This manual is designed to give you an understanding of how to use the features of
Manufacturing, and how it integrates with the Microsoft Dynamics GP system.

2 M A N U FA C TU R IN G M A N A G E M EN T F U N C T I O N S
 IN T RO D U C T IO N

To make best use of Manufacturing, you should be familiar with systemwide

features described in the System User’s Guide, the System Setup Guide, and the
System Administrator’s Guide.

Some features described in the documentation are optional and can be purchased
through your Microsoft Dynamics GP partner.

To view information about the release of Microsoft Dynamics GP that you’re using
and which modules or features you are registered to use, choose Help >> About
Microsoft Dynamics GP.

The manual is divided into the following parts:

• Part 1, Quality Assurance, contains information about defining quality

assurance procedures and requirements for incoming inspections.

• Part 2, Engineering Change Management, describes how you can enter and
track progress on engineering change requests and orders.

• Part 3, Job Costing, describes tasks you need to complete to define jobs and link
elements—such as purchase orders, sales orders, and manufacturing orders—to
the job.

Symbols and conventions

For definitions of unfamiliar terms, see the glossary in the manual or refer to the
glossary in Help.

Symbol Description
The light bulb symbol indicates helpful tips, shortcuts and
suggestions.

The warning symbol indicates situations you should be especially

aware of when completing tasks.

This manual uses the following conventions to refer to sections, navigation and
other information.

Convention Description
Creating a batch Italicized type indicates the name of a section or procedure.
File >> Print or File > The (>>) or (>) symbol indicates a sequence of actions, such as
Print selecting items from a menu or toolbar, or pressing buttons in a
window. This example directs you to go to the File menu and choose
Print.
TAB or ENTER All capital letters indicate a key or a key sequence.

Resources available from the Help menu

The Microsoft Dynamics GP Help menu gives you access to user assistance
resources on your computer, as well as on the Web.

Contents
Opens the Help file for the active Microsoft Dynamics GP component, and displays
the main “contents” topic. To browse a more detailed table of contents, click the

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I N T R O D U C T I O N

Contents tab above the Help navigation pane. Items in the contents topic and tab
are arranged by module. If the contents for the active component includes an
“Additional Help files” topic, click the links to view separate Help files that
describe additional components.

To find information in Help by using the index or full-text search, click the
appropriate tab above the navigation pane, and type the keyword to find.

To save the link to a topic in the Help, select a topic and then select the Favorites tab.
Click Add.

Index
Opens the Help file for the active Microsoft Dynamics GP component, with the
Index tab active. To find information about a window that’s not currently displayed,
type the name of the window, and click Display.

About this window

Displays overview information about the current window. To view related topics
and descriptions of the fields, buttons, and menus for the window, choose the
appropriate link in the topic. You also can press F1 to display Help about the current
window.

Lookup
Opens a lookup window, if a window that you are viewing has a lookup window.
For example, if the Checkbook Maintenance window is open, you can choose this
item to open the Checkbooks lookup window.

Show Required Fields

Highlights fields that are required to have entries. Required fields must contain
information before you can save the record and close the window. You can change
the font color and style used to highlight required fields. On the Microsoft
Dynamics GP menu, choose User Preferences, and then choose Display.

Printable Manuals
Displays a list of manuals in Adobe Acrobat .pdf format, which you can print or
view.

Orientation Training
Accesses online tutorials that show you how to complete basic procedures within
Microsoft Dynamics GP. Additional tutorials are available through the
CustomerSource Web site.

What’s New
Provides information about enhancements that were added to Microsoft Dynamics
GP since the last major release.

Microsoft Dynamics GP online

Opens a Web page that provides links to a variety of Web-based user assistance
resources. Access to some items requires registration for a paid support plan.

4 M A N U FA C TU R IN G M A N A G E M EN T F U N C T I O N S
 IN T RO D U C T IO N

Customer Feedback Options

Provides information about how you can join the Customer Experience
Improvement Program to improve the quality, reliability, and performance of
Microsoft® software and services.

Send us your documentation comments

We welcome comments regarding the usefulness of the Microsoft Dynamics GP
documentation. If you have specific suggestions or find any errors in this manual,
send your comments by e-mail to the following address: [email protected].

To send comments about specific topics from within Help, click the Documentation
Feedback link, which is located at the bottom of each Help topic.

Note: By offering any suggestions to Microsoft, you give Microsoft full permission to use
them freely.

MANUFACTURING MANAGEMENT FUNCTIONS 5

6 M A N U FA C TU R IN G M A N A G E M EN T F U N C T I O N S
PART 1: QUALITY ASSURANCE
 Part 1: Quality Assurance
This part of the documentation includes information that will help you set up and
maintain the Manufacturing Quality Assurance module. The setup procedures
generally need to be completed once, but you can refer to this information at other
times for instructions to modify or view existing entries.

Quality Assurance helps you define the inspection processes used in your
organization and helps you record the results from the inspections.

The following information is discussed:

• Chapter 1, “Quality Assurance overview,” includes information about basic

concepts and terms for quality assurance topics.

• Chapter 2, “Quality Assurance sampling,” discusses how you can create AQL
tables that can help you calculate the sample size you’ll need to take from each
group of received items, and the number of items in each group that need to
pass inspection to meet certain quality levels. You need to complete the
procedures in this document only if you’re using sampling.

• Chapter 3, “Defect codes, disposition codes, and inspectors,” describes how you
can set up defect codes, disposition codes, and inspector IDs. You can use these
codes as you’re entering inspection results, and later you can use them to sort
and restrict information on reports.

• Chapter 4, “Inspection procedures,” includes information about creating

inspection procedures for items.

• Chapter 5, “Inspection results,” explains how to enter information about testing

results.

• Chapter 6, “Problem and action reports,” describes how you can generate Non-
Standard Reports (NSRs) and Supplier Corrective Action Requests (SCARs),
based on inspection results.

8 M A N U FA C TU R IN G M A N A G E M EN T F U N C T I O N S
Chapter 1: Quality Assurance overview
Companies today put great emphasis on quality issues. To increase the quality of
their products, manufacturing companies are constantly upgrading, updating, and
modifying their processes.

An effective quality assurance program must include measurements. You can use
the features within Quality Assurance to record information about the processes
you use to inspect items—and the results you get from those inspections. Quality
Assurance includes windows that display detailed information about quality
measurements that have been recorded. The system also includes special system-
administrator settings so you can set up security systems to give access to the
information to authorized personnel only.

This information is divided into the following sections:

• Quality assurance terms

• Samples

Quality assurance terms

Refer here for information about some of the terms related to quality assurance.

Quality assurance Quality Assurance (QA) is the process of testing items

against a standard of quality. Each group of test items—which might be all items in
a group or a representative sample of the group—is tested with procedures defined
by your organization. Inspectors can record the results of their tests. If the results
are acceptable, the item or group of items is approved and its quantities are added
to inventory for use in sales or manufacturing. If the results aren’t acceptable,
decisions must be made about the disposition of the items. For example, you might
need to decide to repair an item, return it to the vendor, or use it in its present
condition. Rejecting a lot also might mean that another sample must be drawn from
the lot for further testing.

Acceptable Quality Level table An Acceptable Quality Level (AQL) table is a

representation of your testing standards and sample sizes. By creating AQL tables
and determining which tables are to be used for inspections of specific items, your
company’s inspectors can quickly determine required sample sizes, the minimum
number of accepted items from a lot and the maximum number of failures in a lot.

Tolerance When you set up inspection procedures, you can enter information
about the appropriate values for various tests. If you specify a value that the test
results must equal, you also can enter a tolerance—an amount of variation from the
exact measurement that is still considered acceptable. For example, suppose you’re
defining an inspection procedure for measuring the length of a component. The test
requirement might be that a certain dimension must equal 2 centimeters. If you
enter a tolerance of 0.1 centimeters, then any measurement ranging from 1.9 to 2.1
centimeters would be acceptable.

Defect code A defect code is an identifier for a particular type of item failure.
For example, electrical components might have defect codes for characteristics like
resistance, capacitance, and inductance. You can create defect codes for all the
characteristics that might cause you to reject items.

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Disposition code A disposition code is an identifier for a method of handling

defective items. For example, you might decide to rework some defective items so
that they meet quality standards; you might need to return some items to the
vendor or strip some items of usable materials and then scrap them. You can create
disposition codes for all the methods your company uses to dispose of defective
items.

Non-Standard Report A Non-Standard Report or NSR is a report for internal

use that summarizes the defects that have been identified in a group of items. The
NSR also might include information about the disposition of the defective items.

Supplier Corrective Action Request A Supplier Corrective Action Request

or SCAR is a formal report you can send to a supplier when you want to involve the
supplier in resolving problems with defective parts. SCARs describe the problems
you’ve found—including item numbers, lot numbers, dates, and test results—and
might outline possible areas for the supplier to research to prevent the defect from
recurring. Suppliers usually are required to respond to the SCAR reports with
information about the cause of the defect and steps to take to prevent its recurrence.

Samples
If you have to inspect a large number of items for incoming or final inspections, you
might want to use sampling. Sampling is a statistical process of selecting a portion
of the item quantity to test. From the sample you select, you can draw inferences
about the overall quality of the entire item quantity. Sampling can be rigorous—
selecting a large percentage of the items in the item quantity—or slight. The number
or percentage of items you’ll need to sample will be determined by your company’s
processes and standards.

You must use AQL tables with sampling. These tables are references you can use to
interpret the results of the tests you perform on the sample group. For example, if
you inspect a lot of 10,000 units by drawing a sample of 500 units, and 65 of those
units don’t meet inspection criteria, you’ll need to refer to a table to know if the item
group has passed or failed the inspection.

Quality Assurance helps you to define AQL tables to use within your company. You
can create an unlimited number of AQL tables. You can create different AQL tables
to reflect differences in sampling requirements.

For more information about creating AQL tables, refer to Chapter 2, “Quality
Assurance sampling.”

10 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
Chapter 2: Quality Assurance sampling
If you use sampling, you’ll need to set up AQL tables for items. You also can use
AQL tables if you test all items by setting up AQL tables where the sample size
equals the lot size.

This information is divided into the following sections:

• Creating an Acceptable Quality Level table

• Modifying an AQL table
• Adding a lot-size range to an AQL table
• Deleting a column from an AQL table
• Deleting an AQL table

Creating an Acceptable Quality Level table

If you use samples to inspect or test items, you must define at least one Acceptable
Quality Level (AQL) table. Use the Acceptable Quality Level (AQL) Tables window
to create AQL tables.

To create an Acceptable Quality Level table:

1. Open the Acceptable Quality Level (AQL) Tables window.
(Cards >> Manufacturing >> Quality Assurance >> AQL Tables)

2. Enter a name for the table in the AQL Table name field.

3. Enter identification numbers for the AQL field columns. You can enter
identification numbers for an unlimited number of fields. To use more than four
columns, use the browse buttons at the top of the scrolling window to move
right and left, and then add more identification numbers.

If you’re using percentages for column names—as many companies do—note that you
can’t enter numbers greater than 99.99 in the fields.

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4. In the first blank line of the Lot Size column, enter a range for the lot size to use
with this table. Select the first number in the range and enter a number for the
end of the range. Select the second number in the range and enter a number for
the beginning of the range. Continue entering lot sizes. The ranges can’t
overlap; the beginning of the second range must be greater than the end of the
preceding range.

For example, if a widget is received in batches of 100, your first lot size might be
100–200; your second might be 201–300, and so on. The last lot size might be
901–99,999,999, so you can be sure all lot quantities are included.

5. In the Sample Size field for the first blank line in the scrolling window, enter the
number of items that should be selected for the sample. The sample size
number can’t be greater than the beginning of the lot-size range. For example, if
the lot-size range is 1-100 items, you can’t have a sample size of 10 items
because it would be impossible to draw a sample of 10 items from a lot of one
item.

6. Enter the maximum number of inspection failures that can occur in the sample
for the lot to be accepted in the Accept field.

7. Enter the minimum number of inspection failures that can occur in the sample
for the lot to be rejected in the Reject field. The number in the Reject field will
always be one more than the number in the Accept field.

8. Repeat steps 5 through 7 until you’ve entered the sample size and accept and
reject criteria for all columns.

You can use the same sample size for all columns, or you can enter different sample sizes
for each column.

9. To enter additional rows, repeat steps 4 through 8 for all rows in the table.

10. Choose Save to save the AQL table information. When you’ve finished, close
the window.

Modifying an AQL table

Use the Acceptable Quality Level (AQL) Tables window to change information in
an AQL table.

To modify an AQL table:

1. Open the Acceptable Quality Level (AQL) Tables window.
(Cards >> Manufacturing >> Quality Assurance >> AQL Tables)

2. Enter or select an AQL table.

3. Make changes to the information in the table, as needed. You can change lot
sizes, sample sizes, or accept or reject criteria. You also can rename the columns
in the table.

4. Choose Save and close the window.

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 C H A P T E R 2 Q U A L I T Y A S S U R AN C E S A M PL I N G

Adding a lot-size range to an AQL table

Use the Acceptable Quality Level (AQL) Tables window to add a lot-size range row
to an AQL table.

To add a lot-size range to an AQL table:

1. Open the Acceptable Quality Level (AQL) Tables window.
(Cards >> Manufacturing >> Quality Assurance >> AQL Tables)

2. Enter or select an AQL table.

3. In the first blank line of the Lot Size column, enter the lot-size range to be used
with this table. Select the first number in the range and enter a number that
reflects the beginning of the range. Select the second number in the range and
enter a number that reflects the end of the range.

4. In the Sample Size field for the new line, enter the number of items that should
be selected for the sample. The sample size number can’t be greater than the
low end of the lot-size range.

5. Enter the maximum number of inspection failures that can occur in the sample
for the lot to be accepted in the Accept field.

6. Enter the minimum number of inspection failures that can occur in the sample
for the lot to be rejected in the Reject field. The number in the Reject field will
always be one more than the number in the Accept field.

7. Repeat steps 3 through 6 until you’ve entered the sample size and accept and
reject criteria for all columns.

8. Choose Save and close the window.

Deleting a column from an AQL table

Use the Acceptable Quality Level (AQL) Tables window to delete an entire column
from an AQL table. You might want to do this if you’ve made errors in defining an
AQL table, and you want to clear the column before reentering the information.

To delete a column from an AQL table:

1. Open the Acceptable Quality Level (AQL) Tables window.
(Cards >> Manufacturing >> Quality Assurance >> AQL Tables)

2. Enter or select an AQL table.

3. Select the column to be deleted and choose the delete icon button at the top of
that column. A message appears, and you’ll have the option to cancel the
process. Choose Cancel to cancel the process. Choose Delete to remove the
column from the table.

4. Choose Save and close the window.

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Deleting an AQL table

Use the Acceptable Quality Level (AQL) Tables window to delete an AQL table that
is no longer needed.

To delete an AQL table:

1. Open the Acceptable Quality Level (AQL) Tables window.
(Cards >> Manufacturing >> Quality Assurance >> AQL Tables)

2. Enter or select an AQL table.

3. Choose Delete. A message appears, and you’ll have the option to cancel the
procedure. Choose Cancel to cancel the process, or choose Delete to remove the
AQL table from your system.

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Chapter 3: Defect codes, disposition codes, and
inspectors
When you use Quality Assurance, you can enter, store, and retrieve information
about your company’s quality testing results. Quality Assurance includes a
framework for defining defect codes, disposition codes, and inspection procedures.

This information is divided into the following sections:

• Creating a defect code

• Deleting a defect code
• Creating a disposition code
• Deleting a disposition code
• Creating an inspector ID
• Deleting an inspector ID

Creating a defect code

When you use Quality Assurance to record information about the results of your
inspections, you can assign defect codes to help you categorize the reasons why
items fail inspection. Defect codes are used as restriction methods for some reports.
You’ll use defect codes when you enter the results of an inspection procedure. Refer
to Entering final inspection results on page 34 for more information.

Use the Defect Codes window to create a defect code.

To create a defect code:

1. Open the Defect Codes window.
(Cards >> Manufacturing >> Quality Assurance >> Defect Codes)

2. Enter a defect code identifier and a brief description of the defect code.

3. You can choose the notes button to enter any additional details about the defect
code in the notes window. Choose OK to save the information and to close the
notes window.

4. Choose Save and close the window.

Deleting a defect code

Use the Defect Codes window to delete an existing defect code.

To delete a defect code:

1. Open the Defect Codes window.
(Cards >> Manufacturing >> Quality Assurance >> Defect Codes)

2. Enter or select a defect code.

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3. Choose Delete. A message will appear, and you’ll have the option to cancel the
deletion process. Choose Delete to remove the defect code. Choose Cancel to
end the process.

4. When you’ve finished, close the window.

Creating a disposition code

Use the Disposition Codes window to create disposition codes—identifiers that
describe how defective items will be handled. For example, you might have an RTV
disposition code for items that should be “returned to vendor.” Disposition codes
are used as restriction methods for some reports.

To create a disposition code:

1. Open the Disposition Codes window.
(Cards >> Manufacturing >> Quality Assurance >> Disposition Codes)

2. Enter a disposition code identifier and a brief description of the disposition

method.

3. You can choose the notes button to enter additional details about the disposition
code in the notes window. Choose OK to save the information and to close the
notes window.

4. Choose Save and close the window.

Deleting a disposition code

Use the Disposition Codes window to delete an existing disposition code.

To delete a disposition code:

1. Open the Disposition Codes window.
(Cards >> Manufacturing >> Quality Assurance >> Disposition Codes)

2. Enter or select a disposition code.

3. Choose Delete. A message will appear, and you’ll have the option to cancel the
deletion process. Choose Delete to remove the disposition code. Choose Cancel
to end the process.

4. When you’ve finished, close the window.

Creating an inspector ID
Use the Inspector Setup window to create inspector IDs—identifiers for the persons
who complete inspection procedures. Descriptions can be a person’s name or user
ID. You can use more general descriptions if a group of users share an inspection ID,
such as “First shift inspectors.”

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C H A P T E R 3 D EF E C T C O D ES , D IS PO S I T I O N C O D E S , A N D I N S P E C T O R S

To create an inspector ID:

1. Open the Inspector Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Inspectors)

2. Enter an inspector ID.

3. Enter the name or a brief description of the inspector.

4. Choose the notes button to enter any additional details about the inspector ID.
Choose OK to save the information and to close the notes window.

5. Choose Save and close the window.

Deleting an inspector ID
Use the Inspector Setup window to delete an existing inspector ID.

To delete an inspector ID:

1. Open the Inspector Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Inspectors)

2. Enter or select an inspector ID.

3. Choose Delete. A message will appear, and you’ll have the option to cancel the
deletion process. Choose Delete to remove the inspector ID. Choose Cancel to
end the process.

4. When you’ve finished, close the window.

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18 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
Chapter 4: Inspection procedures
Most manufacturing companies have processes in place for one or more quality
systems—systems for testing incoming materials, for testing products at certain
points in the manufacturing process, and for testing finished products.

When you use Quality Assurance, you can create inspection procedures—lists of
requirements that items must meet to be accepted. An inspection procedure
includes information about the tests that must be completed. An inspection
procedure also can have attached drawings or other files. You can assign a default
inspection procedure to items that need to be inspected. Later, when you’re ready to
inspect items, you can use the default inspection procedure, or choose a different
one.

This information is divided into the following sections:

• Creating a measurement type

• Modifying a measurement type
• Deleting a measurement type
• Inspection procedure steps
• Defining an inspection procedure
• Modifying an inspection procedure
• Removing a step from a procedure
• Checking which items share a default procedure
• Deleting an inspection procedure
• Attaching a drawing to an inspection procedure
• Viewing a drawing attached to a procedure
• Viewing the revision history of a procedure
• Assigning an inspection procedure to an item
• Removing an inspection procedure from an item

Creating a measurement type

Before you can create inspection procedures, you must define measurement types.
Measurement types are features or characteristics of an item that you inspect.
Measurement types will vary greatly from industry to industry. An electronics
manufacturer might need measurement types such as resistance, capacitance, and
inductance. A jewelry manufacturer might have measurement types for carat
weight and gemstone color. More typical measurement types might be length or
weight.

You can specify more than one unit of measure for a particular measurement type.
For example, if your measurement type is length, you might have measurement
units such as millimeter, centimeter, and meter.

Use the Measurement Types Setup window to define the measurement types.

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To create a measurement type:

1. Open the Measurement Types Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Measurements)

2. Enter a measurement type.

3. Enter a measurement unit.

4. Choose Insert to add the measurement unit to the scrolling window.

5. Continue, repeating steps 3 and 4 to add more units of measure. Each entry
automatically is saved as it is added to the scrolling window.

6. Close the window.

Modifying a measurement type

You can add or remove measurement units from a measurement type anytime. Use
the Measurement Types Setup window to complete this procedure.

To modify a measurement type:

1. Open the Measurement Types Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Measurements)

2. Enter or select a measurement type.

3. To add a measurement unit, enter the measurement unit in the Measurement

Unit field. Choose Insert to add the measurement unit to the scrolling window.

4. To remove a measurement unit from a measurement type, highlight the

measurement unit in the scrolling window. Choose Remove. A message
appears, and you’ll have the option to cancel the process. Choose Cancel to end
the process, or choose Remove to delete the measurement unit.

5. When you’ve finished making changes, close the window to save your changes.

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Deleting a measurement type

Use the Measurement Types Setup window to delete a measurement type.

To delete a measurement type:

1. Open the Measurement Types Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Measurements)

2. Enter or select a measurement type.

3. Choose Delete. A message appears, and you’ll have the option to cancel the
process. Choose Cancel to end the process, or choose Delete to remove the
measurement type.

4. Close the window.

Inspection procedure steps

After you’ve created measurement types and AQL tables, you can define the
inspection procedures used by your organization.

The inspection procedures you define can be simple, single-step procedures or they
can be complex tests that require equipment calibration and specific test conditions.
For example, one inspection procedure might require you to measure a specific
dimension. Another inspection procedure might require you to subject items to
being dropped, baked, or immersed, so you can see if the items can withstand
mistreatment.

The Procedure Setup window helps you to define procedures. Basically, each task
that must be completed to measure the quality of an item can be described as a
procedure step. Some steps will require you to specify acceptable measurements; for
example, “The length of the widget must be between four and five centimeters.”
Other steps might not require any measurement of a result; for example, “Bake the
items for one hour at 350 degrees.” That procedure might be a step that prepares
items for inspection.

Defining an inspection procedure

Use the Procedure Setup window to create single- or multi-step inspection
procedures. Later, you can assign a default procedure to each item that requires
inspection. Items that require inspection but that don’t have assigned inspection
procedures automatically are assigned the first inspection procedure.

Later you can specify default procedures for each item that requires incoming
inspection. If no procedure is assigned to an item, the procedure with the lowest
procedure number will be assigned to the item. You might want to assign the most
commonly used inspection procedure the lowest procedure number—perhaps 001.

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To define an inspection procedure:

1. Open the Procedure Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Procedure Setup)

2. Enter a procedure number. Each procedure must have a unique identifier and
can include letters and numbers.

3. Enter a procedure name.

4. Enter a step number. This is especially important when you’re defining a multi-
step inspection procedure. The step numbers identify the order in which tasks
must be completed for the procedure.

You can’t use zero for a step number.

5. You can enter or select a default inspector code. Later, when you’re entering
inspection results you can change the inspector code.

6. Determine how the inspection procedure will be used.

Test All Items Mark Test All Items if the test will be applied to all items in
the inspection lot.

Test Sample Mark Test Sample if the inspection procedure will be applied
only to a representational sample of the item quantity.

If you mark Test Sample, you must enter or select an AQL table and an AQL
level for the inspection procedure step. You can choose from the column
headings defined for the AQL table you selected.

7. Determine how much detail should be recorded about the results of the test.
The selection you mark determines which fields are available when you enter
inspection results.

Record Statistics for Each Item Mark Record Statistics for Each Item to
be prompted to enter information about each item that is tested.

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One Record for Whole Lot/Sample/Receipt Mark One Record for

Whole Lot/Sample/Receipt to be prompted to enter summary information
about the test results for the lot or sample group.

8. Enter a brief Test Definition.

9. If the step is a setup step, skip to step 13. Otherwise, you must define the
acceptable test limits.

10. Select a qualifier from the list and enter the applicable test limits. Choices
include:

N/A No comparison to specified values needs to be completed. N/A is the

default selection, and is the appropriate entry for all setup steps.

= The test result must equal a number you specify. Enter the number and the
tolerance for the value, if any.

> The test result must be more than a number you specify.

>= The test result must be more than or equal to a number you specify.

< The test result must be smaller than a number you specify.

<= The test result must be smaller than or equal to a number you specify.

<> The test result must be any value except the one you specify.

between The test result must be any value between two values you specify.
You also must determine if the range is inclusive or exclusive.

• Mark Inclusive if the test value can be any number between or equal to the
values you specify.

• Mark Exclusive if the test value can be any number between the values you
specify, but can’t equal either value.

11. Select a measurement type and the measurement unit

12. Choose Insert to add the procedure step to the scrolling window.

13. Repeat steps 4 through 12 until you’ve defined all procedure steps.

14. Choose Save and close the window.

Modifying an inspection procedure

Use the Procedure Setup window to change an inspection procedure.

To modify an inspection procedure:

1. Open the Procedure Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Procedure Setup)

2. Enter or select a procedure number.

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3. To change a specific step in the procedure, highlight the step in the scrolling
window and choose Select. Information about that step will be displayed in the
window.

4. Make changes, as needed.

5. Choose Insert to add the modified step information to the scrolling window.

6. Choose Save. Your changes will be saved and the revision level of the inspection
record will be increased. The contents of the window automatically will be
cleared. Close the window.

Removing a step from a procedure

Use the Procedure Setup window to remove a step from a procedure. For example,
you might get a new piece of equipment that won’t need calibration before you
begin testing.

To remove a step from a procedure:

1. Open the Procedure Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Procedure Setup)

2. Enter or select a procedure number.

3. In the scrolling window, highlight the procedure step to remove. Choose

Remove. A message appears, and you’ll have the option to cancel the process.
Choose Cancel to end the process without deleting the step. Choose Delete to
remove the step.

4. Choose Save. Your changes will be saved and the revision level of the inspection
record will be increased. The contents of the window will be cleared. Close the
window.

Checking which items share a default procedure

Before you can delete an inspection procedure, you should be sure that the
procedure is not the default inspection procedure for any item. Use the Item-
Procedure Setup window and the Item-Procedure Lookup window to complete this
procedure.

To check which items share a default procedure:

1. Open the Procedure Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Procedure Setup)

2. Enter or select a procedure number.

3. From the Go To button, choose Item-Procedure Setup to open the Item-

Procedure Setup window.

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 C H A P T E R 4 I N S P E C T IO N P R O C ED U R E S

4. Choose the lookup button on the Item Number field to open the Item-Procedure
Lookup window.

5. Review the information in the window to see which item the inspection
procedure has been assigned to.

6. When you’ve finished, close the windows.

Deleting an inspection procedure

Use the Procedure Setup window to delete an entire inspection procedure from
your system.

Before beginning this procedure, be sure that the inspection procedure isn’t the default
inspection procedure for any item. Refer to Checking which items share a default procedure
on page 24 for more information.

To delete an inspection procedure:

1. Open the Procedure Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Procedure Setup)

2. Enter or select a procedure number.

Choose Delete. If the procedure has been assigned to an item, a message will
appear, warning you that deleting the procedure will remove all references to
the procedure from the Item-Procedure file. Choose Delete to remove the
procedure. Choose Cancel to stop the process.

3. When you’ve finished, close the window.

Attaching a drawing to an inspection procedure

Some inspection procedures might require inspectors to set up complicated tests, or
to compare items to schematics or prints. You can attach drawings or other
electronic media files to specific steps in inspection procedures using the Procedure
Setup window.

To attach a drawing to an inspection procedure:

1. Open the Procedure Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Procedure Setup)

2. Enter or select a procedure number and a step number.

3. In the scrolling window, highlight the step to which the electronic file should be
attached. Choose Select.

You also can select a step in the scrolling window by double-clicking the step.

4. Enter or select a drawing group that includes the file or files to attach to the
inspection procedure.

Refer to Adding a drawing to a drawing group in Chapter 4, “Drawings,” in the

Manufacturing Core Functions documentation for more information about
creating drawing groups.

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5. Choose Insert to add information about the procedure step to the scrolling
window.

6. Choose Save. Your changes will be saved and the revision level of the inspection
procedure will increase. The contents of the window will be cleared. Close the
window.

Viewing a drawing attached to a procedure

If the computer you’re using has been properly set up to view the kind of files
you’ve attached to your inspection steps, you can view them while using Quality
Assurance.

Refer to Setting up INI user settings in Chapter 7, “Manufacturing basic user setup,” in the
Manufacturing Setup documentation for more information about setting up a computer to
view drawings.

Use the Procedure Setup window to complete this procedure.

To view a drawing attached to a procedure:

1. Open the Procedure Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Procedure Setup)

2. Enter or select a procedure number.

3. In the scrolling window, highlight a step that has an attached electronic file.
Choose Select.

4. Choose the image icon button to open the View Drawings window.

5. Select the drawing or other electronic media file to view. You can highlight the
record and choose the image icon button, or you can double-click the record to
be viewed. Appropriate software for viewing the file will display the file.

6. When you’ve finished viewing the image, close the file. You also might want to
close the viewing software application.

7. Close the Procedure Setup window.

Viewing the revision history of a procedure

Each time you change an inspection procedure, a summary record of the changes is
created. You can use the Revision History window to review the changes to a
specific procedure.

To view the revision history of a procedure:

1. Open the Procedure Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Procedure Setup)

2. Enter or select a procedure number.

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3. Choose the Go To button and select Revision History to open the Revision
History window.

4. Review information about the changes to the inspection procedure. You can
enter or select another procedure to review historical information about other
inspection procedures, if needed.

5. When you’ve finished reviewing information, close the window.

Assigning an inspection procedure to an item

After you’ve defined inspection procedures, you must assign a default inspection
procedure to each item that requires inspection. If no default procedure is specified,
the first inspection procedure—the first one that appears in the scrolling window of
inspection procedures—will be used as the default inspection procedure for the
item when you choose the receipt and item in the QA Incoming window.

Use the Item-Procedure Setup window to assign default inspection procedures to

items.

The information about the kinds of testing required for the item, if any, comes from
the Item Engineering Data window. Refer to Identifying an item requiring incoming
inspection in Chapter 8, “Item engineering data,” in the Manufacturing Core
Functions documentation for more information about entering quality assurance
requirements for items.

To assign an inspection procedure to an item:

1. Open the Item–Procedure Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Item-Procedure Setup)

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2. Enter or select an item number. Information about the item—whether an

inspection is required for the item and whether destructive testing is required
for the item—is displayed in the window.

3. Enter or select the default inspection procedure for the item.

4. Choose Save and close the window.

Removing an inspection procedure from an item

To unassign an inspection procedure for an item, use the Item-Procedure Setup
window.

To remove an inspection procedure from an item:

1. Open the Item-Procedure Setup window.
(Cards >> Manufacturing >> Quality Assurance >> Item-Procedure Setup)

2. Enter or select an item number.

3. Choose Delete. A message will appear, and you’ll have the option to cancel the
procedure. Choose Delete to unassign the procedure from the item. Choose
Cancel to stop the process.

4. When you’ve finished, close the window.

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Chapter 5: Inspection results
Most quality assurance programs rely heavily on detailed and accurate record
keeping. Manufacturing includes windows and features that help ensure bought
items meet your criteria before they are posted to inventory. Information about the
results of tests—actual measurements, the number of defective items identified, and
how those items are handled—are all part of the Quality Assurance system.

This information is divided into the following sections:

• How bought items are steered to quality assurance

• Quality assurance workflow
• Entering preliminary inspection information
• Entering test results
• Entering final inspection results
• Entering test results for lot-numbered items
• Entering test results for serial-numbered items
• Modifying inspection results
• Deleting a test result entry
• Deleting an inspection record

How bought items are steered to quality assurance

Most manufacturing companies with a quality assurance department will identify
which bought items will require inspection and which will not. In those companies,
items that require inspection will be routed to the quality assurance site and items
that don’t require inspection will be sent to inventory sites.

If you’ve designated a quality assurance site and if you’ve specified in the Item
Engineering Data window that an item requires inspection when it is received,
quantities of that item automatically are posted to the quality assurance site when
the item is received.

Refer to Setting up Quality Assurance in Chapter 5, “Manufacturing management

functions setup,” in the Manufacturing Setup documentation and Identifying an item
requiring incoming inspection in Chapter 8, “Item engineering data,” in the
Manufacturing Core Functions documentation for more information.

Sometimes you might want to inspect items that don’t normally require inspection.
For example, you can inspect the items you purchase from a particular supplier if
you’ve experienced problems with that supplier in the past.

To steer items that don’t usually require inspection to your quality assurance site,
select the quality assurance site in the Receivings Transaction Entry window when
the items are received, if you’ve set up system preferences to allow you to change
the posting site when items are received. Refer to the Purchase Order Processing
documentation for more information about selecting alternate posting sites for
received items.

Quality assurance workflow

You can use several Manufacturing windows to enter information about quality-
assurance inspections. Refer to this topic for an overview of how the information
will flow through the Manufacturing system.

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First, you must enter basic information in the QA Incoming window. Use that
window to select the receipt transaction that includes the items to be tested. You can
choose a different inspection procedure. Refer to Entering preliminary inspection
information on page 30.

Next, you must enter information about the results of the measurements you
perform. Use the second page of the window—Inspection of [item number]—to
enter information about the results of each test performed on the items. The system
will track which items did and did not meet your test criteria. Refer to Entering test
results on page 31.

Then you’ll use the QA Incoming window to enter information about the number of
items passing inspection, failing inspection, and destroyed by the inspection. If
you’re using sampling, the system will calculate the results of the tests and
determine if the group of items passed or failed the inspection. Refer to Entering
final inspection results on page 34.

If the items you’re inspecting are tracked by lot or serial numbers, the procedures
for entering test results are slightly different. Refer to Entering test results for lot-
numbered items on page 35 and Entering test results for serial-numbered items on
page 37.

If the items didn’t meet inspection criteria, you can create an NSR to summarize
information about the defects. Use the Non-Standard Report (NSR)–QA Incoming
window to create an NSR. Refer to Creating a Non-Standard Report on page 41.

If the items didn’t meet inspection criteria and you want to involve your supplier in
solving the problem, you can create a SCAR. Use the Supplier Corrective Action
Request (SCAR) window to create a SCAR. Refer to Creating a Supplier Corrective
Action Request on page 43.

If the items did meet inspection criteria, use an inventory transfer transaction to
move them from the QA site to the site where they’re needed. Refer to Inventory
Control documentation for more information about transfers.

Entering preliminary inspection information

Use the QA Incoming window to enter preliminary inspection information.

If you entered dates in the Include Purchase Receipts fields in the Item Engineering Data
window for items that require inspection, you can restrict the purchase receipts that are
displayed in lookup windows based on those dates. If you select QA Required - Restrict By
Date from the dropdown list at the bottom of the QA Incoming window, only those purchase
receipts that include one or more items that require inspection and that have a date that is
within the range you specify will be displayed when you use the Receipt Number lookup
button.

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 C H A P T E R 5 IN S P E C T IO N R ES U LT S

To enter preliminary inspection information:

1. Open the QA Incoming window.
(Transactions >> Manufacturing >> QA >> Incoming)

2. Enter or select a receipt number that includes the items to be inspected.

• If all lines in the receipt are for the same purchase order and all lines include
a purchase order number, the Purchase Order Number field is not available.

• If lines in the receipt are for different purchase orders, or if some receipt
lines have purchase orders and some don’t, the Purchase Order Number
field is available.

• If no lines in the receipt include purchase order numbers, the Purchase

Order Number field is not available.

3. If needed, enter or select a purchase order number.

4. Enter or select the number of the item to be inspected. Information about the
appropriate sample size and the default inspection procedure will be displayed
in the window.

5. You can accept the default inspection procedure, or change it. For example, if
you’re inspecting items that don’t normally require inspection, those items
probably won’t have assigned default inspection procedures. The default
inspection procedure for those items will be the first inspection procedure listed
in the lookup window, but you can choose a different inspection procedure.

6. Choose Save and close the window.

Entering test results

After you’ve specified which items are to be inspected—and which inspection
procedure will be used to test the items—you can enter information about the
results of the individual procedure steps.

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Before beginning this procedure, be sure preliminary information about the inspection has
been entered. Refer to Entering preliminary inspection information on page 30 for more
information.

To enter test results:

1. Open the QA Incoming window.
(Transactions >> Manufacturing >> QA >> Incoming)

2. Enter or select a receipt number.

• If all lines in the receipt are for the same purchase order and all lines include
a purchase order number, the Purchase Order Number field is not available.

• If lines in the receipt are for different purchase orders, or if some receipt
lines have purchase orders and some don’t, the Purchase Order Number
field is available.

• If no lines in the receipt include purchase order numbers, the Purchase

Order Number field is not available.

3. If needed, enter or select a purchase order number.

4. Enter or select an item number.

5. Accept the default procedure or select a different procedure.

6. Choose the page-turn icon button in the lower right corner of the window to
open the Inspection of [item number] window.

If no inspection procedure has been selected for the group of items, the No inspection
procedure defined window opens. This window is a dimmed version of the Inspection of
[item number] window. Close this window, select an inspection procedure in the QA
Incoming window, and choose the page-turn icon button again.

7. Enter or select a step number. Information about the procedure step will be
displayed in the fields in the top portion of the window.

8. Determine how many measurement records you must enter.

32 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
 C H A P T E R 5 IN S P E C T IO N R ES U LT S

Refer to the table for more information.

Test All Items is Test Sample is marked

marked
Record Statistics for Each Test all items and enter a Test all items in the sample
Item is marked separate measurement group and enter a separate
record for each item received. measurement record for each
item in the sample.
One Record for Whole Lot/ Test all items and enter one Test all items in the sample
Sample/Receipt is marked measurement record, group and enter one
representing all items. measurement record,
representing the entire
sample.

9. Review the inspector ID, inspection date, and time. You can accept the default
entries or change them.

10. If a measurement is required for the test and if the item isn’t tracked by serial
numbers, enter a measurement number, which is a number you assign to the
measurement record. If you must enter multiple test results, you can number
the tested items and use those numbers. If you must enter a single measurement
record, you might want to enter a 1.

If no measurement is required for the test—for example, if the step requires

only that you check the color of the items—the Passed option will be available
and the Measurement Number field will be unavailable.

11. Enter the measurement value, if one is required. If no measurement value is

required but the items passed the test, you can mark the Passed option.

The default measurement quantity is the base unit of measure for the item. If
you choose a number above or below the base unit of measure (U of M), you
must compute the average manually to get the correct measurement.

12. If the item or items failed the test, enter or select a disposition code and a defect
code.

13. You can use the notes button to open a notes window to enter more detailed
information about the results of this particular measurement.

14. Choose Insert to add the record to the scrolling window. The measurement
information is saved when you add it to the scrolling window.

15. Repeat steps 7 through 14 until you’ve added the appropriate number of
measurement records to the scrolling window for this procedure step. The Step
Completed option will be marked when you’ve entered enough measurement
records. The number of records will depend on whether you’re using sampling,
and whether you’re entering one record for all items, or a separate record for
each item.

16. If the procedure includes other steps, enter or select the next step. Repeat steps 5
through 13 for all steps in the procedure.

17. Close the window.

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Entering final inspection results

After you’ve entered the measurement results from the individual procedure steps,
you can enter the summary information. Use the QA Incoming window to enter
final inspection information.

Before beginning this procedure, be sure you’ve entered preliminary inspection information
and test results. Refer to Entering preliminary inspection information on page 30 and
Entering test results on page 31 for more information.

To enter final inspection results:

1. Open the QA Incoming window.
(Transactions >> Manufacturing >> QA >> Incoming)

2. Enter or select the receipt transaction.

• If all lines in the receipt are for the same purchase order and all lines include
a purchase order number, the Purchase Order Number field is not available.

• If lines in the receipt are for different purchase orders, or if some receipt
lines have purchase orders and some don’t, the Purchase Order Number
field is available.

• If no lines in the receipt include purchase order numbers, the Purchase

Order Number field is not available.

3. If needed, enter or select a purchase order number.

4. Enter or select the item number. The QA Completed box should be marked if
the appropriate number of measurement records have been entered for each
procedure step.

5. Enter the Quantity Passed—the number of inspected items that met the
inspection criteria.

6. Enter the Quantity Failed—the number of inspected items that didn’t meet the
inspection criteria. The sum of the Quantity Passed and the Quantity Failed
can’t be greater than the number of items tested.

7. Enter the Quantity Destroyed—the number of inspected items that were ruined
by the testing procedures and can’t be used for production.

If you’re using sampling, the numbers you’ve entered will be compared to the
requirements for accepting or rejecting the lot that were defined in the AQL table. If the
items passed the inspection, the Passed Inspection box will be marked.

8. You can use the Defect Notes and Disposition Notes buttons to open notes
windows and enter more detailed information about the defects and about the
disposition of the items.

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9. Choose Save and close the window.

When inspection is complete and if the items passed inspection, you must complete an
inventory transfer transaction to move the items from the Quality Assurance site to an
inventory site. Refer to Inventory Control documentation for more information about
inventory transfer transactions.

Entering test results for lot-numbered items

If you select an item to inspect that is tracked by lot numbers, several fields will
appear near the bottom of the QA Incoming window. Use those fields to specify
which lot the items you’re testing are from.

To enter test results for lot-numbered items:

1. Open the QA Incoming window.
(Transactions >> Manufacturing >> QA >> Incoming)

2. Enter or select a receipt number.

• If all lines in the receipt are for the same purchase order and all lines include
a purchase order number, the Purchase Order Number field is not available.

• If lines in the receipt are for different purchase orders, or if some receipt
lines have purchase orders and some don’t, the Purchase Order Number
field is available.

• If no lines in the receipt include purchase order numbers, the Purchase

Order Number field is not available.

3. If needed, enter or select a purchase order number.

4. Enter or select an item number. Additional fields will appear in the lowest
portion of the window when you select an item that is tracked by lot numbers.

5. Be sure the appropriate inspection procedure is displayed. You can accept the
default procedure or change it.

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6. Enter or select the lot number from which the first items to be tested are taken.
If all items received were part of the same lot, the lot number automatically will
be displayed.

7. Choose the page-turn icon button in the lower right corner of the window to
open the Inspection of [item number] window.

8. Enter or select a step number. Information about the procedure step will be
displayed in the fields in the top portion of the window.

9. Determine how many measurement records you must enter. Your selection will
depend on if you’re using samples and whether separate records—one for each
measurement—or a summary record will be used.

Refer to the table for more information.

Test All Items is Test Sample is marked

marked
Record Statistics for Test all items and enter a Test all items in the sample
Each Item is marked separate measurement group and enter a separate
record for each item measurement record for each
received. item in the sample.
One Record for Whole Test all items and enter one Test all items in the sample
Lot/Sample/Receipt is measurement record, group and enter one
marked representing all items. measurement record,
representing the entire
sample.

10. Enter or accept the default inspector ID and inspection date and time.

11. If a measurement is required for the test, enter a measurement number. If no

measurement is required for the test—for example, if the step requires only that
you check the color of the items—the Passed option will be available and the
Measurement Number field will be unavailable.

12. Enter the measurement value, if one is required. If no measurement value is

required but the items passed the test, you can mark the Passed option.

13. If the item or items failed the test, enter or select a disposition code and a defect
code.

14. You can choose the notes button to open a notes window where you can enter
more detailed information about the results of this particular measurement.

15. Choose Insert to add the record to the scrolling window. Your measurement
information is saved when it is added to the scrolling window.

16. Repeat steps 10 through 15 until you’ve added the appropriate number of
measurement records to the scrolling window for this procedure step. The Step
Completed option will be marked when you’ve entered enough measurement
records.

17. If the procedure includes other steps, enter or select the next step. Repeat steps 8
through 16 for all steps in the procedure.

18. Close the Inspection of [item number] window.

36 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
 C H A P T E R 5 IN S P E C T IO N R ES U LT S

19. If the items received were from more than one lot, select another lot in the QA
Incoming window. Repeat steps 6 through 18 for all lots.

20. Close the window.

When inspection is complete and if the items passed inspection, you must complete an
inventory transfer transaction to move the items from the Quality Assurance site to an
inventory site. Refer to Inventory Control documentation for more information about
inventory transfer transactions.

Entering test results for serial-numbered items

The procedure for entering test results for items that are tracked by serial numbers
is almost identical to the standard procedure for entering test results. The only
difference is that when you enter test information for serial-number tracked items,
you must select a serial number rather than enter a measurement number. This
ensures that the information you enter will be linked to a specific item record.

Modifying inspection results

You can change measurement records that have been entered and saved. Use the
QA Incoming window and the Incoming Inspection [item number] window to edit
inspection results.

To modify inspection results:

1. Open the QA Incoming window.
(Transactions >> Manufacturing >> QA >> Incoming)

2. Enter or select a receipt number.

• If all lines in the receipt are for the same purchase order and all lines include
a purchase order number, the Purchase Order Number field is not available.

• If lines in the receipt are for different purchase orders, or if some receipt
lines have purchase orders and some don’t, the Purchase Order Number
field is available.

• If no lines in the receipt include purchase order numbers, the Purchase

Order Number field is not available.

3. If needed, enter or select a purchase order number and an item number.

4. Choose the page-turn icon button to open the Incoming Inspection [item
number] window.

5. Enter or select the procedure step number.

6. In the scrolling window, highlight the measurement record to modify. Choose

Select. Information about the measurement will be displayed in the window.

7. Make your changes.

8. Choose Insert to add information to the scrolling window. Your changes

automatically are saved.

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9. Close the windows.

Deleting a test result entry

Use the QA Incoming window and the Incoming Inspection [item number] window
to delete specific measurement records. To retest items for a specific measurement,
for example, you must first delete the old test results.

To delete a test result entry:

1. Open the QA Incoming window.
(Transactions >> Manufacturing >> QA >> Incoming)

2. Enter or select a receipt number.

• If all lines in the receipt are for the same purchase order and all lines include
a purchase order number, the Purchase Order Number field is not available.

• If lines in the receipt are for different purchase orders, or if some receipt
lines have purchase orders and some don’t, the Purchase Order Number
field is available.

• If no lines in the receipt include purchase order numbers, the Purchase

Order Number field is not available.

3. If needed, enter or select a purchase order number and an item number.

4. Choose the page-turn icon button to open the Incoming Inspection [item
number] window.

5. Enter or select an inspection procedure step.

6. In the scrolling window, highlight the measurement record to be deleted.

Choose Remove.

7. Close the windows.

Deleting an inspection record

Use the QA Incoming window to delete an entire inspection record for a receipt.

To delete an inspection record:

1. Open the QA Incoming window.
(Transactions >> Manufacturing >> QA >> Incoming)

2. Enter or select a receipt number.

• If all lines in the receipt are for the same purchase order and all lines include
a purchase order number, the Purchase Order Number field is unavailable.

• If lines in the receipt are for different purchase orders, or if some receipt
lines have purchase orders and some don’t, the Purchase Order Number
field is available.

• If no lines in the receipt include purchase order numbers, the Purchase

Order Number field is unavailable.

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 C H A P T E R 5 IN S P E C T IO N R ES U LT S

3. If needed, enter or select a purchase order number and an item number.

4. Choose Delete. A message appears, and you’ll have the option to cancel the
process. Choose Delete to delete the inspection record. Choose Cancel to stop
the deletion process.

MANUFACTURING MANAGEMENT FUNCTIONS 39

40 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
Chapter 6: Problem and action reports
After you’ve identified any problem items, you can create Non-Standard Reports
(NSRs) and Supplier Corrective Action Requests (SCARs). NSRs summarize
problems and describe how defective items are disposed of—whether they are
returned to the vendor, scrapped, reworked, or used as they are. SCARs are formal
requests you can send to suppliers, asking them to correct the problems that lead to
the defective items.

This information is divided into the following sections:

• Creating a Non-Standard Report

• Modifying an NSR
• Deleting an NSR
• Creating a Supplier Corrective Action Request
• Entering a vendor’s response to a SCAR
• Deleting a SCAR
• Viewing details of an item
• Viewing sample size information

Creating a Non-Standard Report

You can generate Non-Standard Reports (NSRs) that describe why an item or item
sample failed inspection tests. Use the Non-Standard Report (NSR)–QA Incoming
window to create an NSR.

To create a Non-Standard Report:

1. Open the Non-Standard Report (NSR)–QA Incoming window.
(Transactions >> Manufacturing >> QA >> NSR)

You also can open this window by clicking the NSR Number link in the QA Incoming
window. If you open the window that way—and if you’ve entered inspection
information and an NSR number—information about the specific inspection results
will be displayed in the Non-Standard Report (NSR)–QA Incoming window.

2. Accept the default NSR number, or enter another one. You can use letters and
numbers. The Originator field will display your user ID.

3. Enter or select a receipt number.

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4. Enter or select an item number. Information from other Quality Assurance

windows will be displayed in the fields in the upper portion of the window.

5. The inspection procedure number will be displayed if an inspection has been

recorded. You also can select a different inspection step, if needed.

6. Enter information about the inspection, such as which inspector completed the
test, how many items passed or failed the test, and how many items were
destroyed by testing.

7. You can use the Defect Description, Disposition, and Corrective Action buttons
to open notes windows where you can enter more detailed information about
the defects, the disposition of the items, and any planned corrective action.

8. To print the report, choose Reports to open the QA Report Options window.

Refer to Creating a report option in Chapter 29, “Manufacturing reports,” in the

Manufacturing Core Functions documentation for information about using
report options windows.

9. When you’ve finished, choose Save and close the Non-Standard Report (NSR)–
QA Incoming window.

Modifying an NSR
Use the Non-Standard Report (NSR)–QA Incoming window to modify existing
NSRs.

To modify an NSR:
1. Open the Non-Standard Report (NSR)–QA Incoming window.
(Transactions >> Manufacturing >> QA >> NSR)

2. Enter or select an NSR number.

3. Make your changes, as needed.

4. Choose Save and close the window.

Deleting an NSR
Use the Non-Standard Report (NSR)–QA Incoming window to delete an NSR.

To delete an NSR:
1. Open the Non-Standard Report (NSR)–QA Incoming window.
(Transactions >> Manufacturing >> QA >> NSR)

2. Enter or select an NSR number.

3. Choose Delete. A message appears, and you have the option to cancel the
process. Choose Delete to delete the NSR. Choose Cancel to end the process
without deleting the NSR.

4. When you’ve finished, close the window.

42 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
 C H A P T E R 6 P R O B LE M A N D AC TI O N R E P O R T S

Creating a Supplier Corrective Action Request

When you identify a problem with incoming items, you might want to involve the
supplier with researching the cause of the problem and planning ways to prevent
the problem from recurring.

Use the Supplier Corrective Action Request (SCAR) window to create a SCAR.

To create a Supplier Corrective Action Request:

1. Open the Supplier Corrective Action Request (SCAR) window.
(Transactions >> Manufacturing >> QA >> SCAR)

You also can open this window by clicking the SCAR Number field in the QA Incoming
window. If you open the window that way, information about the specific inspection
results will be displayed if you’ve entered the SCAR number in that window.

2. Accept the default SCAR, or enter another one. You can use letters and
numbers.

3. Enter or select a receipt number.

4. Enter or select an item number. Information about the inspection of the items
will be displayed in the window.

5. Enter information about the vendor, as needed. For example, you can enter the
name of a technical contact at the supplier company.

6. You can specify a deadline for the supplier’s response.

7. You can use the Defect Description and Suggested Action buttons to open notes
windows to enter detailed information about the defects and possible actions
for the supplier in those windows.

8. To print the SCAR, choose Reports to open the QA Report Options window.

Refer to Creating a report option in Chapter 29, “Manufacturing reports,” in the

Manufacturing Core Functions documentation for information about using
report options windows.

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9. Choose Save and close the window.

Entering a vendor’s response to a SCAR

When a supplier responds to a SCAR, you can track that information for your
records. Use the Supplier Corrective Action Request (SCAR) window to enter a
vendor’s response to a SCAR.

To enter a vendor’s response to a SCAR:

1. Open the Supplier Corrective Action Request (SCAR) window.
(Transactions >> Manufacturing >> QA >> SCAR)

2. Enter or select a SCAR.

3. If you received a written reply, enter the written response received date.

4. Use the Cause of Nonconformance, Immediate Action, and Preventive Action

buttons to open notes windows. Use those windows to enter details from the
supplier’s response about the defects you found.

5. To print the SCAR, choose Reports to open the QA Report Options window.

Refer to Creating a report option in Chapter 29, “Manufacturing reports,” in the

Manufacturing Core Functions documentation for information about using
report options windows.

6. Choose Save and close the window.

Deleting a SCAR
Use the Supplier Corrective Action Request (SCAR) window to delete SCARs.

To delete a SCAR:
1. Open the Supplier Corrective Action Request (SCAR) window.
(Transactions >> Manufacturing >> QA >> SCAR)

2. Enter or select a SCAR.

3. Choose Delete. A message will appear, and you’ll have the option to cancel the
process. Choose Delete to remove the SCAR from your system. Choose Cancel
to end the deletion process without removing the SCAR.

4. Close the window.

Viewing details of an item

Use the Item Detail for [item number] window to see quality assurance information
for a particular item. You can see basic information about the item—its number,
description, and if it’s tracked by lot or serial numbers. You also can see information
about the particular receipt of the item, if the item requires inspection and if
destructive testing is required.

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 C H A P T E R 6 P R O B LE M A N D AC TI O N R E P O R T S

To view details of an item:

1. Open the QA Incoming window.
(Transactions >> Manufacturing >> QA >> Incoming)

2. Enter or select a receipt number and an item number.

3. Choose the expansion button on the Item Number field to open the Item Detail
for [item number] window.

4. Review information, as needed. When you’ve finished, close the window.

Viewing sample size information

Use the Sample Detail for [procedure name] to view information about the sample
size you must draw to inspect items. Information in the window includes a
procedure name, number, and revision level. It also includes the lot quantity and
appropriate sample size, if you’re using sampling and have set up an AQL table.

To view sample size information:

1. Open the QA Incoming window.
(Transactions >> Manufacturing >> QA >> Incoming)

2. Enter or select a receipt number and an item number.

3. Choose the page-turn icon button in the lower right corner of the window to
open the Inspection of [item number] window.

4. Choose the expansion button on the Sample Size field to open the Sample Detail
for [procedure name] window.

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5. Review information, as needed. When you’ve finished, close the window.

46 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
PART 2: ENGINEERING CHANGE MANAGEMENT
 Part 2: Engineering Change
Management
This part of the documentation includes information that will help you set up and
maintain Engineering Change Management. The setup procedures generally need
to be completed only once but you can refer to this information at other times for
instructions on modifying or viewing existing entries.

Engineering Change Management provides a framework you can use to enter

information about engineering change requests and engineering change orders and
to track who needs to review the requests and orders. You also can specify when
messages should be displayed if someone attempts to use or change information
that has a pending change order.

The following information is discussed:

• Chapter 7, “Engineering Change Management overview,” includes information

about terms and concepts you’ll need to know before using Engineering
Change Management.

• Chapter 8, “Engineering change setup,” describes tasks to set up Engineering

Change Management, such as specifying users for reviewing requests, creating
codes for denied requests, and setting up user-defined fields.

• Chapter 9, “Change requests,” contains information about entering and

reviewing change requests. Information for adding other affected items to a
change request also is included.

• Chapter 10, “Engineering change inquiries,” describes how you can view
information about your company’s engineering change order records.

48 M A N U F A C TU R I N G M A N AG E M EN T F U N C T I O N S
Chapter 7: Engineering Change Management
overview
Engineering Change Management helps you track changes to specifications for
inventory items, and includes three basic systems for tracking the information:

• A framework for entering information about changes. Each change request can
include information about the item number to be changed, details about the
proposed change and anticipated effects of the change.

• A system for tracking who must review a change request or approve a changed
print or specification. The system includes reports that identify who must
review or approve a request and the average time needed to get a change
reviewed.

• A series of notifications for users who are trying to use information related to
the specifications that are being changed. For example, if you’ve changed the
specification for the material used for a specific component, you can set up your
system to notify users of the pending change if they attempt to create a new
purchase order for that item.

Besides tracking current changes in Engineering Change Management, you can

review the history of an item in terms of the changes to its specifications. For each
item, you can review information about which change requests were incorporated
and which were not—and why.

Engineering Change Management also includes a security system that will allow
anyone in your organization to suggest a change—but will place the authority to
make decisions about whether suggestions should be incorporated with a few
specific people. Allowing users from throughout the organization to suggest
changes can be a key factor in a company-wide, continual improvement program.

This information is divided into the following sections:

• Engineering change management terms

• Engineering change management statuses
• Engineering change management workflow
• Criteria for engineering change notifications

Engineering change management terms

Before using Engineering Change Management, you should be familiar with terms
commonly used in discussions about document control systems.

Engineering change management Engineering Change Management (ECM)

includes all the systems a manufacturing company has in place to ensure that
changes to its product specifications are properly monitored.

Engineering change request Engineering change management programs

usually include two distinct stages. In the first, a person who wants to make a
change to a specification can propose a change. Information describing the basic
change to be made—what item or items would be affected, the reason for the
change, possible benefits from implementing the change—is written first. This
Engineering Change Request (ECR) is circulated so that various departments or
individuals can determine whether a change should be made.

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For example, an engineer might suggest using a different component for use in a
certain product. The engineer could enter a change request, describing the change
and its benefits. Depending on how the company monitors these types of changes,
the suggestion might have to be reviewed by several departments:

• The engineering department would have to consider how implementing the

request would affect the manufacturing process. Considerations might include
the tooling that’s required, how the manufacturing processes might need to
change, and if the time required to complete a routing sequence changes.

• The purchasing department might have to consider how the change would
affect planned purchases of the existing component. The department might
have to study the availability of the new component.

• Someone in the warehouse might need to determine what should become of the
existing component or products in stock associated with the older component.
The current inventory might need to be scrapped, reworked, sold at a discount,
or sold as-is.

Several other departments also might need to be included in the decision. For
instance, sales and marketing plans might be affected, or the company might need
to notify customers of the change.

Engineering change order If a change request is approved, an engineering

change order (ECO) is created from the change request. When a change request
becomes a change order, the order—sometimes called an engineering change
notification or ECN—can be put into effect. Drawings, prints, and other
specifications can be updated to reflect the change; bills of materials or routings are
changed, if needed; existing stock of components or finished goods might need to
be dispositioned; customers might need to be notified.

Denial code You must define denial codes that state why a particular change
request wasn’t approved. For example, some suggestions might be denied because
they’re too expensive to implement, so you might have a Cost denial code.

Disposition code You also must define disposition codes that describe how
existing inventories of finished goods, subassemblies, or component items affected
by a change order will be treated. For example, you might have disposition codes
such as Scrap or Rework.

Routings In Engineering Change Management, you must create routings that list
the users who must review a change request before it becomes a change order, and
who must review a change order before it’s finalized. You can create an unlimited
number of ECM routings. You can use routings as simple lists of users who must
review a change request or change order, or you can require users to review the
information in the order in which they’re listed in the routing.

Refer to Setting engineering change system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for more
information.

Engineering change management statuses

As you work with engineering change requests and engineering change orders, you
should have an understanding of the various statuses available so you can complete
different tasks for requests and orders with different statuses.

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C H A P T E R 7 EN G I N E ER I N G C HA N G E M A N A G E M E N T O V E R V I E W

New New is the status for engineering change requests that have been entered but
haven’t been modified by anyone, and it is the default ECM status in the
Engineering Change Request window and the Engineering Change Request Edit
window.

In Review In review describes the engineering change requests that are being
reviewed before determining if the change request—which is really just a
suggestion—should be implemented. You can manually change the status of a
change request from New to In Review, or the change will be made automatically
when someone on the ECM routing marks that the request is reviewed.

In Approval When everyone assigned to an ECM routing has approved a change

request that is In Review status, the status of the request automatically will change
to In Approval. At this point, the department in your organization that makes the
changes to the official print and schematic documents—perhaps an engineering or
drafting department—will make the changes to the documents.

Updating Updating status means that someone is currently working on updating

the Manufacturing records that are affected by a change order. For example, if a
change order to increase the number of screws needed for the assembly of an item
from four to six has been approved, someone would need to verify that the changes
were reflected not only in the product prints and schematics, but also in the bill or
bills of materials for that item. While this work is going on, the status of the change
order should be set to Updating.

Notifications of change orders in other modules will appear only if the status of the change
order is Updating and if you’ve set up your system to provide warnings.

You can manually set the status of a change request to Updating. The status of a
request will automatically be changed to Updating when everyone in the ECM
routing has marked that the routing is approved, if the status of the change order is
In Approval.

Done Done is the status for finalized engineering change orders. You must
manually change the status of an engineering change order to Done. Warnings
won’t be displayed after the status of the change order is Done.

Denied If a change request was rejected, the status of the change request will
change to Denied.

Postponed If further action on a change request is delayed—perhaps for

additional research or until inventory levels of an affected item are depleted—you
can manually change the order or request status to Postponed.

Engineering change management workflow

Processes for handling engineering changes from one industry to another—and
even from one company to another—can vary significantly. This section describes a
typical workflow using Engineering Change Management. You can adopt this
workflow for your own, or you can adapt it to work with your processes.

Any user within your organization can enter a suggestion to improve or refine a
product. The suggestion might describe a change to a bill of materials, to a routing
sequence, or to any other factor that affects a manufacturing process. When the user
enters the ECR, the status of the document is New.

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A second user periodically reviews the list of New ECRs. That user—who must
have access to the Engineering Change Request Edit window—can manually
change the status of the document to In Review. Alternatively, if the second user is
part of the routing for the change request, the status of the request automatically
will change to In Review as soon as that user has marked the routing. This user also
can select an ECM routing to be used for the review of the change request, or can
create or modify a different routing.

After the status of the change request is set to In Review, the progress of the request
will be tracked through the reviewers listed on the ECM routing. If all reviewers
approve the change, the status of the document automatically will change to In
Approval.

Change requests that are in approval will probably be handled by your company’s
engineering or drafting department, as prints, schematics, and other product
documents are modified to reflect the changes.

When the changes are complete, the status of the change document can be manually
changed to Updating. The status of the document automatically will change to
Updating if all reviewers have reviewed and approved the change. Messages in
other modules will appear only when the document status is set to Updating.
Typically, one or more users will be updating manufacturing records—such as bills
of materials, routings, and quality-assurance specifications—while the document
status is Updating. When all records are updated, someone must manually change
the status of the document to Done.

You also can use two ECM statuses—Denied and Postponed—to show that certain
change order requests have been rejected or have been delayed. You must manually
change the status of a change document to Denied or Postponed. When you’re
ready to begin work on a Postponed change request, you must manually change the
status of the document to whatever status is appropriate; most should be changed
to In Review status.

Criteria for engineering change notifications

You can set up system preferences for the Engineering Change Management
module so users are notified of pending changes. The messages that appear won’t
prevent users from working with the records; whether a procedure should be
completed is left to the discretion of the user.

Messages will appear only if all of these criteria are met:

• The module the user is working with has been marked to receive the messages.

Refer Specifying modules for ECM warnings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for
more information about this system setting. You can choose to have messages
displayed for sales orders, purchase orders, manufacturing orders, routings,
and bills of materials.

• The status of the engineering change is Updating.

• The specific record—sales order, purchase order, manufacturing order, routing,

or bill of materials—hasn’t been excluded from the notifications. Refer to
Excluding records from ECM notifications on page 69 for more information about
excluding records from notifications.

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Chapter 8: Engineering change setup
Manufacturing companies are constantly improving their products and refining
their processes. One way to control the changes that occur to products is through
Engineering Change Management (ECM), which gives you the ability to define and
account for changes to your products. In addition, security features help ensure that
only authorized users create or modify change requests. You also can configure
options to match how your company works and you can look at statistics to help
measure the engineering change process.

Information in this section describes how to set up ECM routings, denial codes,
disposition codes, and user-defined fields for Engineering Change Management.
Refer to Chapter 1, “Manufacturing basic setup,” Chapter 5, “Manufacturing
management functions setup,” and Chapter 10, “Manufacturing management
functions user setup,” in the Manufacturing Setup documentation for more
information about setting up system-wide and user-specific options.

This information is divided into the following sections:

• Creating an ECM routing

• Deleting an ECM routing
• Creating an ECM denial code
• Modifying an ECM denial code
• Deleting an ECM denial code
• Creating an ECM disposition code
• Modifying an ECM disposition code
• Deleting an ECM disposition code
• Creating ECM user-defined fields

Creating an ECM routing

Use the Routing Setup window to create an Engineering Change Management
routing.

To create an ECM routing:

1. Open the Routing Setup window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> System
Defaults >> ECM >> Go To button >> Routing Setup)

2. Enter or select the routing name and enter a brief description of the routing.

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3. In the Available Users scrolling window, mark a user ID to be included in the

Routing. Choose Insert to copy the user ID to the Selected Users scrolling
window.

4. Repeat the previous step for each user to include in the routing.

User IDs can be inserted into the Selected Users scrolling window more than once. This
is helpful if you’re requiring users to consider change requests in a particular order,
because you might want some users to review the change before it’s made and after it’s
been put in place.

5. If you require users to consider change requests in a particular order, be sure the
order in which the users are listed in the Selected Users scrolling window
reflects the order you want.

To move a user ID, highlight it and then choose the up or down arrow button.

6. To remove a single user ID from the Selected Users scrolling window, highlight
the user ID and choose Remove. To remove all user IDs from the Selected Users
scrolling window, choose Remove All.

7. Choose Save and close the window.

Deleting an ECM routing

Use the Routing Setup window to delete Engineering Change Management
routings.

To delete an ECM routing:

1. Open the Routing Setup window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> System
Defaults >> ECM >> Go To button >> Routing Setup)

2. Enter or select the routing to delete.

3. Choose Delete.

4. Close the window.

Creating an ECM denial code

As a change request is reviewed, someone might oppose the change. You can create
Engineering Change Management denial codes to categorize the reasons why
change requests are denied. Use the Denial Codes Definition window to complete
this procedure.

Denial codes are used to group denials and will appear in Engineering Change Management
reports.

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To create an ECM denial code:

1. Open the Denial Codes Definition window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> System
Defaults >> ECM >> Go To button >> Denial Code Definition)

2. Enter a denial code name. Use the notes button to add more detail to the code.

3. Enter a brief description of the denial code.

4. Choose Insert. Your entries will be saved as soon as they are added to the
scrolling window. You can create an unlimited number of denial codes.

5. Close the window.

Modifying an ECM denial code

If you need to change an Engineering Change Management denial code to add to
the related notes or change its description, use the Denial Codes Definition window.

To modify an ECM denial code:

1. Open the Denial Codes Definition window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> System
Defaults >> ECM >> Go To button >> Denial Code Definition)

2. In the scrolling window, highlight the denial code to change.

3. Choose Select.

4. Make your changes in the Description field, or use the notes button and make
changes there.

5. Choose Insert to add the information to the scrolling window.

6. When you’ve finished, close the window.

Deleting an ECM denial code

Use the Denial Codes Definition window to delete denial codes.

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To delete an ECM denial code:

1. Open the Denial Codes Definition window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> System
Defaults >> ECM >> Go To button >> Denial Codes Definition)

2. In the scrolling window, highlight the denial code to delete.

3. Choose Remove. A message is displayed and you’ll have the option to cancel
the process. Choose Yes to remove the item. Choose Cancel to stop the process
without deleting the denial code.

4. When you’ve finished, close the window.

Creating an ECM disposition code

One of the key decisions you’ll need to make when working with engineering
change requests will be to determine what will happen to inventory quantities of
the items already on hand. Use the Engineering Change Disposition Configuration
window to create disposition codes that will specify how quantities of the items
already on hand should be handled.

Refer to Specifying the disposition of a changed item on page 64 for more information about
assigning disposition codes to show how inventory quantities should be handled.

To create an ECM disposition code:

1. Open the Engineering Change Disposition Configuration window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> System
Defaults >> ECM >> Go To button >> Disposition Configuration)

2. Enter the disposition code and a brief description for the code.

3. Choose Insert. Your entries will be saved as soon as they are added to the
scrolling window. You can create an unlimited number of disposition codes.

4. Close the window.

Modifying an ECM disposition code

Use the Engineering Change Disposition Configuration window to change
disposition codes.

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To modify an ECM disposition code:

1. Open the Engineering Change Disposition Configuration window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> System
Defaults >> ECM >> Go To button >> Disposition Configuration)

2. In the scrolling window, highlight the disposition code to change.

3. Choose Select.

4. Change the description of the code.

5. Choose Insert to add the changed information to the scrolling window.

6. When you’ve finished, close the window.

Deleting an ECM disposition code

Use the Engineering Change Disposition Configuration window to remove
disposition codes.

To delete an ECM disposition code:

1. Open the Engineering Change Disposition Configuration window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> System
Defaults >> ECM >> Go To button >> Disposition Configuration)

2. In the scrolling window, highlight the disposition code to delete.

3. Choose Remove. A message is displayed and you’ll have the option to cancel
the process. Choose Yes to remove the code. Choose Cancel to end the process
without deleting the code.

4. When you’ve finished, close the window.

Creating ECM user-defined fields

When change requests are being considered, you might want to include additional
information with the request. You can use the ECM User-Defined Fields window to
define up to six user-defined fields—two currency fields and four “string” fields—
for tracking information related to the change orders.

Use the ECM User-Defined Fields Setup window to label fields to add to the
Engineering Change Management system.

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To create ECM user-defined fields:

1. Open the ECM User-Defined Fields Setup window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> System
Defaults >> ECM >> Go To button >> User-Defined Fields Setup)

2. To define currency fields, enter prompts in the Dollar 1 and Dollar 2 fields.

3. To define string fields—those that can store alphanumeric characters—enter

prompts in the String 1 through String 4 fields.

4. Choose OK to save your entries and close the window.

Refer to Entering information in user-defined ECM fields on page 65 for details about
entering information in the fields you’ve defined.

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Chapter 9: Change requests
After you’ve completed the necessary setup tasks, you can begin entering
suggestions—engineering change requests or ECRs. As each change request is
entered, the status and progress of the request will be tracked. If a request is
approved, you can update your prints and schematics and then use Engineering
Change Management to notify users when related records are being updated.

Later, you can view historical information about how item specifications evolved
and changed on an item-by-item basis. You can see all the change requests for a
specific item, and which were approved and which were denied. Refer to Viewing
change order history for an item on page 72 for more information about reviewing
change order history of items.

This information is divided into the following sections:

• Entering an engineering change request

• How change request statuses can change
• Changing the status of a change request
• Assigning an ECM routing to a change request
• Requiring repeated reviews of change request
• Deleting the routing of an engineering change
• Specifying the disposition of a changed item
• Deleting a change request
• Entering information in user-defined ECM fields
• Indicating that a review has been completed
• How ECM changes affect other items and modules
• Listing other items affected by a change request
• Specifying the disposition of a secondary item
• Removing an item from the affected-items list
• Excluding records from ECM notifications

Entering an engineering change request

Use the Engineering Change Request window to enter a change request.

To enter an engineering change request:

1. Open the Engineering Change Request window.
(Transactions >> Manufacturing >> ECM >> Request)

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2. Accept the default date—which will be the current date—or enter a date.

3. Enter a short description of the change request and enter or select the item
you’re suggesting to change.

4. You can enter or select a drawing group that includes a drawing that is
applicable for the change request. For example, you could accompany a change
request for changing a specific dimension for an item with a drawing that
shows the dimension.

5. Enter or accept the user ID. The default user ID will be the one used to log into
the system.

6. Enter or select the user ID of the person who initiated the change request. This
might be an employee, prospect, or customer.

7. Enter a complete description of the engineering change, including reasons for

the change, any details that need to be communicated to customers, and any
information about the potential impact of the change in the appropriate text
fields.

8. Choose Save.

After you save an engineering change request, you can no longer view it in the
Engineering Change Request window. You must view it in the Engineering
Change Request Edit window.

An engineering change number will be assigned to the request.

How change request statuses can change

Some status changes will occur automatically; others will need to be made
manually, depending on how your system is set up.

Refer to Setting engineering change system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for more
information about system settings.

Refer to the following table for information about automatic status changes that can
occur.

This status change: Can occur when this happens:

New >> In Review The first user in the ECR routing marks the Done check box in the
ECM Routing window and saves the change.
In Review >> In Approval The last user in the ECR routing marks the Done check box in the
ECM Routing window and saves the change.
In Approval >> Updating The last user in the ECR routing marks the Done check box in the
ECM Routing window and saves the change.

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Changing the status of a change request

You can use the Engineering Change Request Edit window to change the status of a
change request. Some status changes will occur automatically; others will need to be
made manually, depending on how your system is set up. However, you must
manually change the status of a change request if the status should be Done or
Postponed.

To change the status of a change request:

1. Open the Engineering Change Request Edit window.
(Transactions >> Manufacturing >> ECM >> Request Edit)

2. Enter or select an engineering change request. Information about the change

request will be displayed in the window.

3. Select a status for the change request. Choices include In Review, In Approval,
Updating, Done, and Postponed. Refer to Engineering change management
statuses on page 50 for more information.

• If the status of the document is Updating, Done, or Postponed, you can

enter or select an effective date. The effective date will be recorded in the
change-order history of the item so you can see on which date a specific
change request or change order changed to Updating, Done, or Postponed
status.

• If the status of the document is Denied, the Denial Code field will be active.
You must enter or select a denial code. You can choose from denial codes
that have been defined for your company. Refer to Creating an ECM denial
code on page 54 for more information.

• If the status of the document is Done, the Date Completed field will be
available. Accept the default date for completion—the default date will be
the current date—or enter or select another date.

When you change the status of a change order to Done, no more warnings
about the specific change order will be displayed in Manufacturing
modules.

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4. Choose Save and close the window.

Assigning an ECM routing to a change request

To have specific users review change requests and change orders, you must assign
ECM routings to the change requests. ECM routings are lists of users that must
review change requests and orders. You can set up system preferences so that
reviewers must examine the document in the order you specify, or in any order at
all.

Refer to Setting engineering change system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for more
information about setting up system preferences.

You can assign an already defined ECM routing to a change order, or you can use
the ECM Routing window to assign users to a change request. You must have access
privileges for the Engineering Change Request Edit window to assign routings or
reviewers to a document.

To assign an ECM routing to a change request:

1. Open the Engineering Change Request Edit window.
(Transactions >> Manufacturing >> ECM >> Request Edit)

2. Enter or select a change request.

3. From the Go To button, select Routing to open the ECM Routing window. All
available user IDs and all available ECM routings will be displayed in the left
scrolling window.

If you’ve created a default ECM routing and marked the Use Default Routing
option in the ECM System Preferences window, the user IDs that are part of the
default routing will be listed in the right scrolling window.

4. If needed, add or remove user IDs or ECM routings to the right scrolling
window. To add a user ID or ECM routing to the change request, highlight the
user ID or ECM routing in the left scrolling window, and then choose Insert.

5. If needed, remove user IDs or ECM routings from the right scrolling window.

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• To remove a specific user ID or ECM routing, highlight it in the right

scrolling window and choose Remove.

• To remove all user IDs and ECM routings from the change request, choose
Remove All.

6. Choose Save and close the window.

Requiring repeated reviews of change request

Sometimes when reviewers examine a change request, additional changes that
should be part of the same change request will be identified.

For example, suppose a manufacturer has to change the epoxy used to assemble
finished items. A change request to remove the old epoxy from the affected bills of
materials and to add the new epoxy to the bills of materials is started, and perhaps a
prototype run of items with the new epoxy is ordered.

During the prototype run, the manufacturer learns that the new epoxy requires a
slightly longer cure time before it can be moved to the next work center. To add the
additional cure time to the routing sequence, the manufacturer might want to
update the existing engineering change—if its status isn’t Done—and add the notes
about the additional queue time. (If the status of the engineering change is Done,
the manufacturer might want to create a new engineering change request.)

Depending on the company’s practices for engineering changes, the change request
might need to be routed through the list of reviewers beginning with the first
reviewer. If this is required, you must delete the current routing from an
engineering change to clear all information about prior reviews of an engineering
change. After the routing information is deleted, you must reassign a routing to the
engineering change.

To require reviewers to review change requests every time the engineering change
information is modified, you can set up system preferences so that the routing is cleared each
time the status of the engineering change is changed. Refer to Setting engineering change
system settings in Chapter 5, “Manufacturing management functions setup,” in the
Manufacturing Setup documentation for more information.

Deleting the routing of an engineering change

Use the ECM Routing window to complete this delete the routing from an
engineering change.

To delete the routing of an engineering change:

1. Open the ECM Routing window.
(Transactions >> Manufacturing >> ECM >> Request Edit >> enter or select an
engineering change >> Go To button >> Routing)

2. Choose Delete.

3. A message will be displayed, and you’ll have the option to delete the routing.
Choose Yes to delete the routing. Choose No to end the task without deleting
the routing.

4. When you’ve finished, close the window.

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Specifying the disposition of a changed item

Each time a component, subassembly, or finished good specification is changed,
someone must determine how current quantities of the item will be dispositioned or
handled. For example, suppose an electronics manufacturer changed the
specifications for a subassembly from using two one-ohm resistors to using one
two-ohm resistor. Decisions would need to be made about the current stock of the
subassemblies using two one-ohm resistors—can they be sold as they are, or do
they need to be reworked or scrapped?

You also might have to determine the disposition of other items affected by an
engineering change. Refer to Specifying the disposition of a secondary item on page 68
for information about dispositioning other items affected by an engineering change.

Use the Engineering Change Request Edit window to enter information about how
inventory quantities of an item should be dispositioned.

To specify the disposition of a changed item:

1. Open the Engineering Change Request Edit window.
(Transactions >> Manufacturing >> ECM >> Request Edit)

2. Enter or select an engineering change request.

3. Enter or select a disposition code. The disposition code is the brief code or
identifier that you’ve created to specify a particular method for handling
inventory quantities. Typical disposition methods might include scrapping
items, returning items to the vendor, using the items as-is, or even remarking
the items with a new revision level.

4. Choose Save and close the window.

Deleting a change request

Use the Engineering Change Request Edit window to delete a change request, but
only if you’ve marked the Allow Deletions option in the ECM System Preferences
window. If you haven’t marked this option, the Delete button will be dimmed.

Refer to Setting engineering change system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup Functions
documentation for more information about setting system preferences so change
requests can be deleted.

To delete a change request:

1. Open the Engineering Change Request Edit window.
(Transactions >> Manufacturing >> ECM >> Request Edit)

2. Enter or select the change request number.

3. Choose Delete. A message will be displayed, and you’ll have the option to
cancel the process. Choose Delete to remove the change request. Choose Cancel
to end the process without deleting the change order.

4. When you’ve finished, close the window.

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Entering information in user-defined ECM fields

Use the ECM User-Defined Fields window to enter information specific to your
business or industry in user-defined fields. To use user-defined ECM fields, you
must have set up ECM user-defined field prompts or labels. Refer to Creating ECM
user-defined fields on page 57 for more information.

To enter information in user-defined ECM fields:

1. Open the Engineering Change Request Edit window.
(Transactions >> Manufacturing >> ECM >> Request Edit)

2. Enter or select an engineering change document.

3. From the Go To button, choose User-Defined Fields to open the ECM User-
Defined Fields window.

4. Enter information in the fields, as needed.

5. Choose OK to save your entries. Close the window.

Indicating that a review has been completed

You can require reviewers to mark an option in the ECM Routing window to
indicate when they’ve completed their review of a specific change request. You also
can have the options marked automatically when each reviewer opens a change
request record.

Refer to Setting engineering change system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for more
information about this system preference setting.

If you’re using the manual method, use the ECM Routing window to indicate when
you’ve finished reviewing a change request.

To indicate that a review has been completed:

1. Open the Engineering Change Request Edit window.
(Transactions >> Manufacturing >> ECM >> Request Edit)

2. Enter or select an engineering change request document.

3. From the Go To button, select Routing to open the ECM Routing window.

4. In the right scrolling window, mark Done for the appropriate line in the
scrolling window.

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You can set up system preferences to allow one user to indicate that another user’s
review is complete. Refer to Setting engineering change system settings in Chapter 5,
“Manufacturing management functions setup,” in the Manufacturing Setup
documentation for more information.

5. Choose Save and close the ECM Routing window. Close the Engineering
Change Request window.

How ECM changes affect other items and modules

Sometimes the changes you make to specifications for a product will affect other
inventory items. For example, suppose an electronics manufacturer has been having
problems with one of its assemblies. After some investigation, the manufacturer
decides the cause of the problem is that the variations in a certain electrical
component are too great. To solve the problem, the manufacturer decides to switch
from a capacitor with a tolerance of 10% to a capacitor with a tolerance of 5%.

Finished items, component items, and other modules can be affected by a change to
one item. Refer to the following information.

Finished items The bill of materials for the item will need to be changed to
reflect the component change, and someone will need to determine if the existing
stock of the finished item should be retested, sold as-is, discounted for sale, or
scrapped entirely.

Component items Existing purchase orders for the capacitor with the 10%
tolerance might need to be cancelled. On-hand inventory amounts of the 10%
tolerance capacitor will need to be dispositioned—you might want to attempt to
return them to their supplier, or you might want to keep them on hand for use in
other products.

You can use the Items Affected by Change window to identify and compile a list of
other items that might be affected when the specifications of an item are changed. If
the status of the change request is updating, users will be notified of the pending
change whenever they attempt to use information about any of the items you’ve
listed.

Other modules When you set up tasks for the ECM module, you should have
specified which modules will be affected by pending engineering changes. For
example, you could choose to have users creating new bills of materials notified if a
particular component was being changed.

Refer to Specifying modules for ECM warnings in Chapter 5, “Manufacturing management

functions setup,” in the Manufacturing Setup documentation for more information.

If your company has many engineering changes and many products, however, you
might not want messages continually appearing each time a user attempts to work
with a certain record. For example, all your products might be packaged in a certain
container. If your company changes its corporate logo, the box used to package and
ship all products might require an engineering change order. You would want to see
notifications of the change each time you created a purchase order for the packaging
material, but you probably wouldn’t want to be notified of the change each time
you create a manufacturing order or sales order.

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You can “turn off” ECM notifications for specific manufacturing records. Refer to
Specifying modules for ECM warnings in Chapter 5, “Manufacturing management
functions setup,” in the Manufacturing Setup documentation for more information.

Listing other items affected by a change request

Use the Items Affected by Change window to list other items that are affected when
a specific item is changed.

The item number that the change request is based on always will be listed and cannot be
removed from the list of affected items.

To list other items affected by a change request:

1. Open the Engineering Change Request Edit window.
(Transactions >> Manufacturing >> ECM >> Request Edit)

2. Enter or select an engineering change request.

3. From the Go To button, select Items Affected by Change to open the ECM Items
Affected by Change window. The EC Number, Effective Date, Item for Change,
and Status fields will display information about the change request.

4. Enter or select the number of an item that will be affected by the change.

5. Choose Insert to add the item number to the list of items affected by the
engineering change.

6. Continue, repeating steps 4 and 5 until you’ve added as many item numbers to
the scrolling window, as needed.

7. Choose OK and close the window.

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Specifying the disposition of a secondary item

Some engineering changes affect more than one inventory item. For example,
suppose an electronics components manufacturer obtains a special agency approval
for a series of electronics components. The manufacturer creates an engineering
change request to have the markings on the items changed to reflect the agency
approval. The manufacturer might want to have the markings on all items in the
product series changed with a single engineering change. An engineering change
request could be started for one specific item number, and the manufacturer could
use the Items Affected by Change window to have the change also reflected on the
other items in the product series.

Use the Items Affected by Change window to enter disposition information for the
other items affected by an engineering change.

To specify the disposition of a secondary item:

1. Open the Engineering Change Request Edit window.
(Transactions >> Manufacturing >> ECM >> Request Edit)

2. Enter or select an engineering change request.

3. From the Go To button, select Items Affected by Change to open the ECM Items
Affected by Change window. The EC Number, Effective Date, Item for Change,
and Status fields will display information about the change request.

4. In the scrolling window, highlight the item that requires disposition

information.

5. Choose Select. Information about the item will be displayed in the fields above
the scrolling window.

6. Enter or select a disposition method.

7. Choose Insert to add the information to the scrolling window. Your changes will
be saved as soon as they are entered into the scrolling window.

8. Choose OK and close the window.

Removing an item from the affected-items list

Use the ECM Items Affected by Change window to remove item numbers from a
list of affected item numbers.

To remove an item from the affected-items list:

1. Open the Engineering Change Request Edit window.
(Transactions >> Manufacturing >> ECM >> Request Edit)

2. Enter or select an engineering change request.

3. From the Go To button, select Items Affected by Change to open the ECM Items
Affected by Change window.

4. In the scrolling window, highlight the item number to be removed from the list.

5. Choose Remove. Your change automatically will be saved.

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6. Close the window.

Excluding records from ECM notifications

Manufacturing includes five windows you can use to exclude bills of materials,
sales orders, purchase orders, routings, and manufacturing orders from ECM
notifications for a specific change order.

The procedure described here can be used with any of these windows:

Exclude Bill of Materials Use this window to choose specific bill of materials
records that shouldn’t receive notifications of a specific change order.

Exclude Routings Use this window to choose specific routing records that
shouldn’t receive notifications of a specific change order.

Exclude Manufacturing Orders Use this window to choose specific

manufacturing orders that shouldn’t receive notifications of a specific change order.

Exclude Purchase Orders Use this window to choose specific purchase orders
that shouldn’t receive notifications of a specific change order.

Exclude Sales Orders Use this window to choose specific sales orders that
shouldn’t receive notifications of a specific change order.

To exclude records from ECM notifications:

1. Open the Engineering Change Request Edit window.
(Transactions >> Manufacturing >> ECM >> Request Edit)

2. Enter or select a change request or change order.

3. From the Go To button, select Items Affected by Change to open the ECM Items
Affected by Change window.

4. From the Go To button in the ECM Items Affected by Change window, select
the type of manufacturing record to exclude records from. Choices include
Exclude Bill of Materials, Exclude Routings, Exclude Manufacturing Orders,
Exclude Purchase Orders, Exclude Sales Orders.

5. Enter or select an item number. If you choose the lookup button to open the
ECM Item Number Lookup window, only those item numbers listed in the
ECM Items Affected by Change window will be available.

Records that include the selected item number will be displayed in the left
scrolling window.

6. If you’re working with routings, manufacturing orders, or sales orders, you can
restrict the records that are displayed in the left scrolling window.

Routings Mark the type of routing records to be listed. You can select
Primary routings, Alternate routings, or Both.

Manufacturing Orders Mark the type of manufacturing orders to be listed.

You can select Open, Released, or Both.

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Sales Orders Mark the type of sales orders to be listed. You can select
Backordered, Ordered, or Both.

7. Highlight a record to be excluded from notifications of this change.

8. Choose Insert to move the record to the right scrolling window.

9. Repeat steps 7 and 8 to add as many records to the right scrolling window, as
needed. Your changes will be saved as soon as they appear in the right scrolling
window.

If needed, you can choose Insert All to add all records in the left scrolling window to the
right scrolling window. You also can choose Remove to remove a single record from the
right scrolling window, or Remove All to remove all records from the right scrolling
window.

10. Close the window.

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Chapter 10: Engineering change inquiries
Besides using Engineering Change Management to manage product changes
effectively, you also can use the module to see how your products are evolving. You
can see all the change orders that have affected a specific item, and you can view
change requests and change orders by status.

You also can view information about the amount of time needed to route a change
request through your system to determine which users are holding change orders
and how long those users have held them.

This information is divided into the following sections:

• Handling ECM notifications in other modules

• Viewing change order history for an item
• Viewing routing information for change requests
• Engineering change management statistics
• Viewing ECM statistics
• Checking the status of a change request
• Viewing the effects of a specific change order
• Viewing a view-only version of a change order

Handling ECM notifications in other modules

If you’ve set up Engineering Change Management system preferences so
notifications are displayed when users attempt to work with affected item numbers
in certain modules, the messages will appear whenever a user selects an item
number affected by a change document. Refer to Criteria for engineering change
notifications on page 52 for more information about when messages will be
displayed.

You can exclude records from the notifications. Refer to Excluding records from ECM
notifications on page 69 for more information about excluding sales orders,
manufacturing orders, purchase orders, routings, and bills of materials from the
messages.

Before you begin this procedure, you should be working with a module that you’ve
designated for receiving ECM notifications, and you must select an item number affected by
a current change notification.

To handle ECM notifications in other modules:

1. Review the information in the message window.

2. You’ll have the option to continue your work, cancel the process, or view more
details about the engineering change for the item

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Yes If you choose Yes, the window you were working in when the message
appeared will be displayed and the item number you selected will be displayed
in the window.

No If you choose No, the window you were working in when the message
appeared will be displayed, but the item number won’t be displayed in the
window.

View Details If you choose View Details, the Engineering Change Item
History window will open and display information about the item’s change
history. Refer to Viewing change order history for an item on page 72 for more
information about this window.

Refer to Criteria for engineering change notifications on page 52 for more information
about the criteria that determine if a message will be displayed.

Viewing change order history for an item

Use the Engineering Change Item History window to view information about all
the change requests and change orders for a specific inventory item.

To view change order history for an item:

1. Open the Engineering Change Item History window.
(Inquiry >> Manufacturing >> ECM >> Item History)

2. Enter or select an item number.

3. Review the information, as needed. All change requests—even those that were
denied or postponed—will be displayed in the scrolling window. You can view
the EC number, revision level, date entered, date last modified, and a brief
description of each change request.

To check the current status of an engineering change in the scrolling window, select the
engineering change information. Refer to Viewing a view-only version of a change order
on page 77 for more information.

4. When you’ve finished reviewing the information, close the window.

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Viewing routing information for change requests

You can check the progress of a specific engineering change request or all
engineering changes in the Engineering Change Routing View window. The
window displays information about which reviewer is currently due to review
which engineering change.

If the status of a change request is denied or postponed, you can’t view routing status
information.

To view routing information for change requests:

1. Open the Engineering Change Item History window.
(Inquiry >> Manufacturing >> ECM >> Request View)

2. From the Go To button, select ECM Routing View to open the Engineering
Change Routing View window.

You also can open the Engineering Change Routing View window by double-clicking
any record in the scrolling windows in the ECM inquiry windows.

3. To limit the information in the scrolling window to a specific engineering

change, enter or select an engineering change document. If you don’t specify a
specific engineering change, information for all engineering changes—except
those with Denied or Postponed status—will be displayed in the scrolling
window.

4. Choose Refresh to update the contents of the scrolling window.

You can select a sorting method to display records by engineering change number,
status, or the date last modified.

5. Review information in the window. You can review the current status and
current routing user, as well as information about earlier statuses and routing
users. You also can see the date the change request was last modified.

6. When you’ve finished, close the window.

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Engineering change management statistics

Some companies like to track the amount of time needed to move change orders
through their systems. You can use the Engineering Change Statistics window to get
an overall picture of the change requests started for your organization. You can
review information about the number of change orders that have been started,
completed, and denied.

You also can view information about the number of change requests and change
notices that are in process. Historical information also is calculated for you, based
on your system preferences and the displayed date.

Viewing ECM statistics

Use the Engineering Change Statistics window to view information about
engineering change statistics.

To view ECM statistics:

1. Open the Engineering Change Statistics window.
(Inquiry >> Manufacturing >> ECM >> Statistics)

2. Enter or select a start date.

Statistical information displayed in the window will be for all change requests and
change notices that occurred between the Start Date and the system or user date
displayed.

3. Review information in the window.

4. You can click on some values displayed in the window to view more detailed
information.

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Number of Engineering Changes If you click on the value for the

Number of Engineering Changes, the ECM Notices and Requests window will
open, where you can view the number of requests, notices, and change-request
denials for the period.

Number of Requests older than X Days If you click on the value for the
Number of Requests older than X Days, the Requests older than x days window
will open.

The “X”—the number of days that can pass after the change order’s Date Entered before
the change request is considered old—is a value determined in your system preferences.
Refer to ECM system settings in Chapter 5, “Manufacturing management functions
setup,” in the Manufacturing Setup documentation for more information.

Number of Notices older than X Days If you click on the value for the
Number of Notices older than X Days, the Notices older than x days window
will open.

The “X”—the number of days that can pass after the change order’s Date Entered before
the change request is considered old—is a value determined in your system preferences.
Refer to ECM system settings in Chapter 5, “Manufacturing management functions
setup,” in the Manufacturing Setup documentation for more information.

Number of Requests older than Y Days If you click on the value for the
Number of Requests older than Y Days, the Requests older than Y days window
will open. Y is two times X.

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Number of Notices older than Y Days If you click on the value for the
Number of Notices older than Y Days, the Notices older than Y days window
will open. Y is two times X.

5. When you’ve finished reviewing information, close the window.

Checking the status of a change request

Use the ECM Change Status–View Only window to see the current status of a
particular change request.

To check the status of a change request:

1. Open the ECM Change Status–View Only window.
(Inquiry >> Manufacturing >> ECM >> Status View)

2. Enter or select an engineering change number.

3. Review the information.

4. When you’ve finished reviewing information, close the window.

Viewing the effects of a specific change order

Use the ECM Impact Analysis window to view lists of the bills of materials,
routings, manufacturing orders, purchase orders, and sales orders affected by
change orders.

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To view the effects of a specific change order:

1. Open the ECM Impact Analysis window.
(Inquiry >> Manufacturing >> ECM >> Impact Analysis)

2. Use the fields at the top of the window to choose the affected records to view.
For example, to see only those records affected by a specific change order, enter
or select the engineering change request. If you don’t select an engineering
change order, records for all the change requests that meet the other criteria you
specify will be displayed after you choose Refresh.

3. Choose the tab with the records to view.

Choose Refresh to update the information in the scrolling windows.

4. When you’ve finished viewing the information, close the window.

Viewing a view-only version of a change order

Use the Engineering Change Request–View Only window to see all information a
change request or order.

This window is particularly useful if you’re limiting access to the Engineering

Change Request and Engineering Change Request Edit windows, but need to make
change order information available to all users.

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To view a view-only version of a change order:

1. Open the Engineering Change Request–View Only window.
(Inquiry >> Manufacturing >> ECM >> Request View)

2. Enter or select an engineering change request or order.

3. Review information in the window.

If needed, you can generate an ECM report. Choose Reports to open the report
destination window and print the Engineering Change Report.

4. When you’ve finished reviewing information, close the window.

78 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
PART 3: JOB COSTING
 Part 3: Job Costing
This part of the documentation includes information that will help you set up and
maintain Job Costing. The setup procedures generally need to be completed once,
but you can refer to this information at other times for instructions on modifying or
viewing existing entries.

Job Costing helps you link records and transactions to a specific job and track the
costs associated with a specific job. Job Costing doesn’t create or affect
transactions—it just captures information from transactions.

The following information is discussed:

• Chapter 11, “Job Costing overview,” includes information about the terms and
concepts you need to know before using Job Costing.

• Chapter 12, “Job Costing setup cards,” describes how you can set up job
categories, revenue and expense codes, and user-defined fields to track job
information.

• Chapter 13, “Jobs,” explains how you can create a basic job record. Later you’ll
link job elements—such as purchase orders and manufacturing orders—to the
job record.

• Chapter 14, “Job link maintenance,” describes how you can link job elements to
a job.

• Chapter 15, “Job link details,” includes detailed information about the effects of
linking different job elements to a job.

• Chapter 16, “Job summary,” contains information about summarizing job

information.

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Chapter 11: Job Costing overview
You can use Job Costing to group information about manufacturing projects. You
can track the expenses and revenues related to a specific job, and you can link
manufacturing orders, purchase orders, and inventory transactions to a job. You
also can link sales orders and accounts receivable transactions to a job.

For example, suppose your business is constructing modular homes. If you build
the homes to customer specifications—if they visit your offices to choose a model or
floor plan—you might create a job when the sales order is created. As work on the
construction of the home progresses, you can link various kinds of information to
the job, beginning with inventory transactions for lumber used to build the house
frame and continuing through service charges for delivery and setup of the home.

Manufacturing helps you to track several kinds of information and transactions. For
the modular-home builder, those different kinds of information might be:

• Component transactions, such as those to take framing lumber from current

stock quantities
• Purchase orders for concrete work, siding, and paint
• Receiving transactions for the items purchased to complete the job
• Payables Management transactions for purchased items
• Manufacturing orders for the construction of walls, windows, and ceilings
• Additional sales orders; for example, if the home buyers wanted to include an
optional deck or garage
• Data collection records for tracking machine and labor costs
• Receivables Management transactions for the sale of optional items, such as
setup and delivery fees

You can’t create transactions in Job Costing, but you can use Job Costing to organize
transactions throughout your system for a job or project. Using Job Costing won’t
affect your transactions or posting processes. You can think of each job you define as
a sort of subledger. Job Costing captures information from accounting transactions,
but has no effect on General Ledger or any subsidiary ledgers.

This information is divided into the following sections:

• Job Costing terms

• Job links
• Job statuses

Job Costing terms

Refer here for information about some of the terms related to job costing.

Job A job is a series of business activities that, when completed, will fulfill a high-
level objective. For example, a business that customizes trucks or vans might define
a job for each van that is ordered, and then link all information about work related
to the customization—such as a purchase order for the basic van and a
manufacturing order for the customization work—to the job definition.

Job categories Job categories are groupings you create to organize jobs. Each
category can be created using a set of values that apply to all of the jobs in the
category. You don’t have to create job categories, but they can be useful in helping
you to organize and report job information.

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You can create up to three different types of categories. Each category can have an
unlimited number of values. For example, if you created a category titled REGION
so you could track jobs from specific geographical areas, your values might be as
simple as East, West, North, and South—or you might create separate regions for
states, provinces, countries, or other areas.

Job elements and transactions A Job Costing element is a record that can be
linked to a job. The following records are elements that can be linked to jobs:

• Manufacturing orders
• Sales orders
• Purchase order lines
• Receivings lines
• Inventory transaction lines
• Purchasing invoice lines
• Component transaction lines
• Receivables transactions
• Payables transactions
• Data collection entries

Each of these elements might create one or more job transactions. A job transaction
is a record that captures a single expense or revenue for a job.

For example, suppose you link Job ABC to a receivables transaction RCV001. The
receivables transaction includes $10 for the sales amount, $5 for the freight charge,
and $2 for the tax amount. When you post the receivables transaction, a separate job
transaction will be created for each of the charges—that is, each of the amounts can
be tracked with a separate revenue/expense code. Some companies might want
their job information to show expenses categorized as Materials, Freight, and Tax;
other companies might want all three transactions to be included in Materials.

Job transactions won’t affect the general ledger or any subsidiary ledgers because
job transactions aren’t accounting transactions. They are used only to capture
information for use in Job Costing.

Expenses, revenues, profit, and margin Job Costing helps you to track
information about expenses, revenues, and the project profit and project margin—in
terms of both estimated and actual amounts. Refer to the table for more
information:

Value Type Source

Revenue Actual Sum of all applied revenue transactions linked to the job.
Estimated User enters projection in Job Maintenance window.
Expense Actual Sum of all applied expense transactions linked to the job.
Estimated User enters projection in Job Maintenance window.
Profit Actual Difference between actual revenue and actual expense.
Estimated Difference between estimated revenue and estimated expense.
Margin Actual [Actual profit / Actual revenue] x 100.
Estimated [Estimated profit / Estimated revenue] x 100.

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Revenue and expense codes You can use revenue and expense codes to
categorize the expenses and revenues that are linked to a job and to simplify
expense and revenue information. For example, if you have three expenses for
different materials for a job—and all three transactions have the Materials expense
code assigned to them—the total of all three transactions will be displayed as one
entry labeled “Materials.” You can create as many revenue and expense codes as
needed, and include the level of detail that works best for your organization.

You can use the Job Maintenance window to see an itemized list of all revenues or expenses
that comprise a total. Refer to Viewing job summary details on page 141 for more
information.

Applying a transaction To apply a transaction or element means that the

revenue or expense of the transaction will be reflected in the total revenue or
expense of the job. For example, if you apply a transaction for $10 of expenses to an
existing job, the expenses of the job would increase by $10.

Double-booking A situation where a job might inadvertently be charged twice

for the same expense is double-booking situation. Messages will be displayed if you
try to set up a job transaction list that would allow these kinds of situations. Refer to
Transaction combinations for double-booking on page 93 for more information.

Job transaction list A transaction list is a selection of transactions that are to be

applied to a specific job. You can use transaction lists to specify the kinds of
transactions to apply to jobs and to specify the transactions to automatically apply
to jobs.

For more information about job transaction lists, refer to Job transaction lists on page 90.

Job links
Before you use Job Costing, you should understand how the links between jobs and
job elements—such as manufacturing orders or sales orders—work.

When you link an element to a job, all the information that is part of that element
also is linked to the job. For example, if you link a sales order to a job, and then you
link manufacturing orders to the sales order to fulfill the sales order, those
manufacturing orders also are linked to the job. If you link a purchase order to a job,
the receiving transactions for the purchase order automatically are linked to the job.

Sometimes, however, you must create a link manually between a job and a
transaction. For example, a manufacturing order that is created in response to MRP
calculations wouldn’t be automatically linked to a job because it isn’t linked to a
sales order. Several other situations and transaction types that will need to be linked
manually are listed in the following table.

Element requiring a manual link: ... if this condition exists:

Manufacturing order Generated from MRP
Generated from Master Production Scheduling
Purchase order Generated from MRP
Purchase order line Created or linked to Request Resolution
shortages
Inventory transactions Always
Accounts Payable transactions Always

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Element requiring a manual link: ... if this condition exists:

Accounts Receivable transactions Always
Data collection transactions Only if the manufacturing order isn’t already
linked to the job
(You must link data collection transactions for
indirect labor manually, since indirect labor
isn’t tied to specific manufacturing orders.)

You can use the Job Link Maintenance window or a right-click menu to link these
elements to a job. You also can use the Job Link Maintenance window to view
detailed information about jobs and the elements linked to them. Refer to Chapter
14, “Job link maintenance,” for more information about using the Job Link
Maintenance window and the right-click menu.

Job statuses
The status of a job indicates its progress in a manufacturing system. Refer to these
definitions for more information about the statuses that can be assigned to a job.

Quoted The default status for new jobs created in the Job Maintenance window.
When the status of a job is Quoted, you can enter information about the job, but you
can’t link elements to the job.

Linking to a quoted-status job

Module Documents that can be linked
Accounts Payable transactions None
Accounts Receivable transactions None
Data Collection None
Inventory transactions None
Manufacturing Order Processing None
Purchase Order Processing None
Sales Orders None

Planned Information about a job has been entered and planned, but the work
might not occur. If the status of a job is Planned, you can link only other “planned”
elements to the job. For example, you can link sales orders with Quote status, or
purchase orders or manufacturing orders with Open status to the job.

Linking to a planned-status job

Module Documents that can be linked
Accounts Payable transactions None
Accounts Receivable transactions None
Data Collection None
Inventory transactions None
Manufacturing Order Processing Manufacturing orders with Quote/Estimate or Open
status
Purchase Order Processing New status purchase order lines
Sales Orders Quoted sales orders

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Firmed Work will happen, but authorization to begin the work hasn’t yet been
given. If the status of the job is Firmed, you can link Planned and Firmed elements
to the job.

Linking to a firmed-status job

Module Documents that can be linked
Accounts Payable transactions None
Accounts Receivable transactions None
Data Collection None
Inventory transactions None
Manufacturing Order Processing Manufacturing orders with Quote/Estimate, Open, or
Released status
Purchase Order Processing New purchase order lines
Sales Orders Quoted sales orders

Released Authorization has been given for work to proceed on a job. If the status
of a job is Released, you can link Planned, Quoted, or Firmed elements to it.

Linking to a released-status job

Module Documents that can be linked
Accounts Payable transactions Any existing accounts payable transaction can be
linked to a job with Released status.
Accounts Receivable transactions Any existing accounts receivable transaction can be
linked to a job with Released status.
Data Collection Any data collection transactions that exist can be
linked to a job with Released status.
Inventory transactions Any inventory transaction can be linked to a job with
Released status.
Manufacturing Order Processing Manufacturing orders with these statuses: Quote/
Estimate, Open, Released, Hold, Canceled, Complete,
Partially Received, and Closed can be linked to a job
with Released status.
Purchase Order Processing New, Released, Change Order, Received, Canceled,
and Closed purchase order lines can be linked to a job
with Released status.
Purchasing invoice transaction Purchasing invoice transactions can be linked only to
a job with Released status.
Receivings transaction Receivings transactions can be linked only to a job
with Released status.
Sales Orders Sales orders with Quote, Order, Invoice, Return, and
Backorder status can be linked a job with Released
status.

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Complete A job is complete. You can’t change the status of a job to Complete
until the status of all elements linked to the job is Complete. If a job has Complete
status, you can link only other Complete job elements to it.

Linking to a Complete-status job

Module Documents that can be linked
Accounts Payable transactions None
Accounts Receivable transactions None
Data Collection Any existing data collection transaction to a complete
job.
Inventory transactions None
Manufacturing Order Processing Manufacturing orders with these statuses: Canceled,
Complete, Partially Received, and Closed can be
linked to a job with Complete status.
Purchase Order Processing Canceled and Closed purchase order lines can be
linked to a job with Complete status.
Sales Orders None

Closed A job is complete and all transactions have been applied to it. You can’t
link any elements to a job once it is closed.

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Chapter 12: Job Costing setup cards
Before you can use Job Costing, you must complete some additional setup tasks. For
more information about initial setup tasks—such as specifying a process security set
to limit user access to job-costing functions—refer to Job Costing system preferences in
Chapter 5, “Manufacturing management functions setup,” in the Manufacturing
Setup documentation.

This information is divided into the following sections:

• Defining a job category

• Modifying a job category value
• Deleting a job category
• Creating a revenue and expense code
• Modifying a revenue or expense code description
• Modifying an expense or revenue code
• Deleting a revenue or expense code
• Job transaction lists
• Creating a transaction list
• Transaction combinations for double-booking
• Specifying job costing transaction details
• Modifying a job transaction list
• Deleting a transaction list
• Defining or modifying user-defined fields
• Deleting user-defined job-costing labels

Defining a job category

Within Job Costing, you can define up to three job categories. It’s not necessary to
define job categories, but doing so will give you more reporting options. For
example, if you’ve created a job category called REGION that includes the values
North and South, you can generate reports based on jobs for those regions.

Use the Job Category Setup window to define a job category.

To define a job category:

1. Open the Job Categories Setup window.
(Cards >> Manufacturing >> Job Costing >> Categories)

2. Mark the Category 1 option to define the first job category. Enter the category
name in the Category Label field.

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3. In the Insert Value field, enter a value for the category. For example, if your job
category is associated with product lines, you can enter the name of a specific
product line. If your category is Regions, you might want to enter names of
countries or areas.

4. Choose Insert to add the value to the scrolling window. The information
automatically is saved as soon as it appears in the scrolling window.

5. Repeat steps 3 and 4 until you’ve defined all the values for the category. You can
add and remove category values later, if needed.

6. To define additional categories, mark the appropriate category option and enter
the category name in the Category Label field.

7. Continue, repeating steps 3 and 4 to define the values for the job category.

8. When you’ve finished, close the window.

Modifying a job category value

Use the Job Categories Setup window to add or remove values from a job category.

To modify a job category value:

1. Open the Job Categories Setup window.
(Cards >> Manufacturing >> Job Costing >> Categories)

2. Mark the option for the job category to be edited.

3. In the scrolling window, highlight the value to be modified.

• To change the value, enter your changes directly in the scrolling window.

• To delete the marked value, choose Remove.

4. To add another value to the job category, enter the value in the Insert Value field
and choose Insert.

5. Changes are saved as soon as they appear in the scrolling window. When
you’ve finished, close the window.

Deleting a job category

Use the Job Categories Setup window to delete a job category.

To delete a job category:

1. Open the Job Categories Setup window.
(Cards >> Manufacturing >> Job Costing >> Categories)

2. Mark the option for the job category to be removed.

3. Remove all values from the job category. To remove a value, highlight it in the
scrolling window and then choose Remove.

4. Select the text for the job category label. Use the BACKSPACE or DELETE key to
delete the text.

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5. When you’ve finished, close the window.

Creating a revenue and expense code

You can use Job Costing to link various transactions to a job. For example, you can
link accounts payable transactions and inventory transactions.

To make the information linked to a job easier to understand, you can create
revenue and expense codes that you can use to label each transaction that is linked
to a job. For example, if your customer prepays a portion of the estimated final cost
of the job, you might want to label the transaction DOWN PAYMENT. You can
create an unlimited number of codes.

Use the Revenue/Expense Code Setup window to create revenue and expense
codes.

To create a revenue or expense code:

1. Open the Revenue/Expense Code Setup window.
(Cards >> Manufacturing >> Job Costing >> Rev/Exp Codes)

2. In the Revenue/Expense Code field, enter the code name. The code can be up to
20 characters.

3. In the Description field, enter a brief description or explanation of the code.

4. Choose Insert to add the information to the scrolling window. The information
is saved as soon as it appears in the scrolling window.

5. Repeat steps 2 through 4 to create as many revenue and expense codes, as

needed.

6. When you’ve finished, close the window.

Modifying a revenue or expense code description

Use the Revenue/Expense Code Setup window to change the descriptive
information linked to a revenue or expense code. To change the code itself, refer to
Modifying an expense or revenue code.

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To modify a revenue or expense code description:

1. Open the Revenue/Expense Code Setup window.
(Cards >> Manufacturing >> Job Costing >> Rev/Exp Codes)

2. Highlight the revenue or expense code to be modified. Choose Select to move

information about the code to the fields at the top of the window.

You also can select a code by double-clicking it in the scrolling window.

3. Change the description, as needed.

4. Choose Insert to add the revised code to the scrolling window. Your change is
saved as soon as it appears in the scrolling window.

5. When you’ve finished, close the window.

Modifying an expense or revenue code

If you need to change a code—for example, if you find that you’ve misspelled a
code—you must delete the existing code and then create a new code. Refer to
Deleting a revenue or expense code on page 90 and Creating a revenue and expense code
on page 89 for more information.

If you delete a revenue or expense code, the code will be removed from any transactions in
your system.

Deleting a revenue or expense code

Use the Revenue/Expense Code Setup window to delete a code from your system.

To delete a revenue or expense code:

1. Open the Revenue/Expense Code Setup window.
(Cards >> Manufacturing >> Job Costing >> Rev/Exp Codes)

2. In the scrolling window, highlight the code to be removed.

3. Choose Remove. A message is displayed, and you have the option to cancel the
process, if needed. Choose Continue to delete the revenue or expense code.
Choose Cancel to end the process without deleting the code.

4. When you’ve finished, close the window.

Job transaction lists

Microsoft Dynamics GP includes many types of transactions, not all of which you’ll
need or want to complete for every job. Job Costing lets you define various groups
of transaction types. Grouping the transactions into lists and then assigning a job
transaction list to each job ensures that only the transactions you specify will be
applied to jobs.

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Transaction lists also help you assign default revenue and expense codes to the
same transactions in different lists. For example, if your company uses Job Costing
to track all of the projects completed for a single customer, you might want to track
transactions for different jobs with different codes. Using the Job Transaction List
Setup window, you could create a transaction list for all jobs for that customer, with
default revenue and expense codes different from the codes you normally use for
other jobs.

You can change the default revenue/expense codes in the Job Link Maintenance window.
Refer to Changing a revenue or expense code on page 120 for more information.

When you add a transaction to a transaction list, you’ll specify if the transaction
should be manually applied or auto-applied. Auto-applied transactions are those
whose currency amounts automatically are included in the calculations for the job.
To ensure that the calculations for the revenues, expenses, profit, and margin for a
job are properly calculated, almost all transactions must be applied. However, you
might choose not to apply some transactions because of possible errors, or for other
reasons. Not all transactions must be applied immediately—you can set them up to
be manually applied when you create the transaction list.

Creating a transaction list

Use the Job Transaction List Setup window to create a transaction list.

When you create a transaction list, you can choose to select specific transactions
from various transaction sources. For example, if you select All for the transaction
source, all transactions that can be added to a transaction list are displayed. If you
choose A/P Trx, only the transactions that have to do with accounts payable are
displayed. Refer to the following table for more information.

Transaction source: Includes these transactions:

All All transactions
A/P Trx Only transactions for the Payables Transaction Entry window
A/R Trx Only transactions for the Receivables Transaction Entry window
Data Collection Transactions for labor and machine costs from data collection.
(Material data collection transactions aren’t included.)
Inventory Trx Only inventory transactions
Manufacturing Order Only those transactions that come from Manufacturing Order
Processing
MO Material Component transactions for issuing material, plus fixed and
variable overhead costs for materials
Purchasing Invoice Only transactions that come from purchasing invoice transactions
Receivings Trx Only transactions that come from receivings
Sales Order Only transactions that come from Microsoft Dynamics GP Sales
Order Processing

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To create a transaction list:

1. Open the Job Transaction List Setup window.
(Cards >> Manufacturing >> Job Costing >> Transaction List)

2. Enter a name for the transaction list.

Use the notes button to open a notes window where you can enter more detailed
information about the transaction list.

3. From the Trx Source list, select the type of transaction to be added to the list.

4. Add transactions to the right scrolling window. You can move all transactions
in the left scrolling window at once, or you can choose specific transactions to
include.

• To add all transactions in the left scrolling window to the right scrolling
window, choose Insert All.

• To add a specific transaction to the right scrolling window, highlight it in

the left scrolling window and then choose Insert.

Some combinations of transactions can result in possible double-booking

situations, where a customer might be inadvertently charged twice for the same
expense. If you choose Insert All or if you choose Insert to add a transaction to
the transaction list that might result in a double-booking situation, a message is
displayed, asking if you want to add transactions that might create double-
booking situations—that is, it might overstate expenses. Choose Yes to add the
transaction type to the job transaction list. Choose No to cancel the process.

Refer to Transaction combinations for double-booking on page 93 for more information.

5. Continue, repeating steps 3 and 4 as needed, until you’ve added all transactions
that you want to be part of the transaction list.

6. When you’ve finished, choose Save and close the window.

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Transaction combinations for double-booking

Some combinations of transactions can result in possible double-booking situations
when you select them in the Job Transaction List Setup window.

A customer might be inadvertently charged twice for the same expense. If you
choose Insert All or if you choose Insert to add a transaction to the transaction list
that might result in a double-booking situation, a message is displayed, asking if
you want to add transactions that might create double-booking situations. Choose
Yes to add the transaction type to the job transaction list. Choose No to cancel the
process.

Refer to the table for combinations of transactions that can result in double-booking
situations.

... then these transactions could

If you include this transaction: cause double-booking:
A/R Expense Purch. Inv. Non-inventoried
Rcv Trx Non-inventoried
MO Labor DC (Data Collection) Labor
MO Labor Fixed O/H DC (Data Collection) Labor Fixed O/H
MO Labor Variable O/H DC (Data Collection) Labor Variable O/H
MO Machine DC (Data Collection) Machine
MO Machine Fixed O/H DC (Data Collection) Machine Fixed O/H
MO Machine Variable O/H DC (Data Collection) Machine Variable O/H
MO Material ISS (Issued) Material
Purch. Inv. Material
Rcv. Trx. Material
MO Material Fixed O/H ISS (Issued) Material Fixed O/H
MO Material Variable O/H ISS (Issued) Material Variable O/H
Purch. Inv. Material INV Material
ISS (Issued) Material
Rcv Trx Material INV Material
ISS (Issued) Material
Purch. Inv. Material
Rcv Trx Non-inventoried Purch. Inv. Non-inventoried

Specifying job costing transaction details

After you’ve created a basic job transaction list, you must determine how each
transaction will be handled when the transaction list is used. For example, you must
specify the revenue or expense code for the transaction, and you must determine if
the transaction will be auto-applied.

If a transaction is applied automatically, its value is applied to the job as soon as the
transaction information is captured. For example, if you have selected to auto-apply
transactions for materials issued to a manufacturing order, then those costs are
applied to the job when the pick document with the issuing transaction is posted.

If a transaction is not applied automatically, you must manually apply the value to
the job. Refer to Manually applying a transaction to a job on page 118.

Use the Job Transaction List Setup window to specify how job costing transactions
are handled.

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To specify job costing transaction details:

1. Open the Job Transaction List Setup window.
(Cards >> Manufacturing >> Job Costing >> Transaction List)

2. Enter or select a transaction list.

3. Highlight a transaction in the right scrolling window.

4. To auto-apply the transaction, mark the appropriate Auto Apply option.

Job Costing doesn’t track transactions for materials from the Picklist window, but it
does track Issue and Reverse Issue component transactions entered in the
Manufacturing Component Transaction Entry window.

5. Select a default revenue or expense code. You can change it later, if needed.

6. Repeat steps 3 through 5 until you’ve specified details for all transactions in the
job transaction list.

7. When you’ve finished, choose Save and close the window.

Modifying a job transaction list

You can add or remove transactions from a job transaction list or adjust the details
of how transactions are handled when they’re part of a specific job transaction list.

If you change a job transaction list, your changes won’t be reflected in any jobs that are
already using the job transaction list. Only new jobs using the job transaction list will
reflect your changes.

Use the Job Transaction List Setup window to modify a job transaction list.

To modify a job transaction list:

1. Open the Job Transaction List Setup window.
(Cards >> Manufacturing >> Job Costing >> Transaction List)

2. Enter or select a job transaction list.

3. You can add one or more transactions to the transaction list.

• To add all transactions in the left scrolling window, choose Insert All.

• To add a specific transaction, highlight the transaction in the left scrolling

window and then choose Insert.

4. You can remove one or more transactions from the transaction list.

• To remove all transactions, choose Remove All.

• To remove a specific transaction, highlight the transaction in the right

scrolling window and choose Remove.

5. You can change the details of how each transaction is handled. Refer to
Specifying job costing transaction details on page 93 for more information.

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6. When you’ve finished, choose Save and close the window.

Deleting a transaction list

Use the Job Transaction List Setup window to delete a transaction list.

To delete a transaction list:

1. Open the Job Transaction List Setup window.
(Cards >> Manufacturing >> Job Costing >> Transaction List)

2. Enter or select a job transaction list.

3. Choose Delete. A message will be displayed, and you’ll have the option to end
the process. Choose Delete to remove the job transaction list from the system.
Choose Cancel to end the process without deleting the list.

4. When you’ve finished, close the window.

Defining or modifying user-defined fields

Job Costing includes a series of user-defined fields you can set up and use to track
information about your jobs. The Extra Fields Setup window includes 25 fields you
can set up to record additional information about jobs. You can create up to five
fields for each of the following data types.

Date Labels To enter date information about a job—for example, the date you
sent a customer a quote for the job.

Numeric Labels Use to enter numeric information about a job—for example, the
number of times you’ve visited a customer site.

Checkbox Labels Use to enter “indicate yes or no”-type information. For

example, if you require contracts to be signed before work on a project begins, you
can create a Contracts signed option that can be marked when the signing is
complete.

Alpha/Numeric Labels Use to enter alphanumeric information. For example,

you could record the name of a key contact at the customer’s company.

Dollar Labels Use to enter currency information. For example, you could record
information about unbilled expenses, such as visits to the customer’s site.

Use the Extra Fields Setup window to create labels for the user-defined Job Costing
fields.

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To define or modify user-defined fields:

1. Open the Extra Fields Setup window.
(Cards >> Manufacturing >> Job Costing >> Extra Fields)

2. Enter user-defined labels in the appropriate fields, or change them, as needed.

The labels you enter will be displayed in the Job Extra Fields window, which is
the second page of the Job Maintenance window.

3. Continue to define as many user-defined fields as you like.

4. When you’ve finished, choose OK and close the window.

Deleting user-defined job-costing labels

You can use the Extra Fields Setup window to delete specific labels or all labels for
user-defined job costing fields. Deleting the labels defined in the Extra Fields Setup
window will remove all labels from the Job Extra Fields window for all jobs.

To delete user-defined job-costing labels:

1. Open the Extra Fields Setup window.
(Cards >> Manufacturing >> Job Costing >> Extra Fields)

2. Decide which labels to delete.

To delete a specific label Use the backspace key to delete the text of the
label to remove.

To delete all labels Choose Delete. A message will be displayed, and you’ll
have the option to continue or to cancel the deletion process. Choose Delete to
remove all the user-defined job-costing field labels. Choose Cancel to end the
process without deleting the field labels.

3. When you’ve finished, close the window.

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Chapter 13: Jobs
Before you can link elements to a job, you must define the job itself. You must assign
a name or number to the job and then can enter additional information, such as the
customer name, estimated revenues and expenses, and estimated start and end
dates.

If you define job categories to help you group and organize your jobs, you also can
assign the job category values to the job. For example, if you have set up a job
category for regions, you can include the region for the job. Later, when the job
definition is complete and you’re ready to begin actual work on the job, you can link
manufacturing orders, sales orders, inventory transactions, and other elements to
the job.

This information is divided into the following sections:

• Creating a job
• Entering information in user-defined job fields
• Modifying a job
• Placing a job on hold
• Canceling a job
• Activating a job that is canceled or on hold
• Deleting a job

Creating a job
Use the Job Maintenance window to define a job. You must assign a name or
number to the job and choose a transaction list. All other fields are optional.

To create a job:
1. In the navigation pane, choose the Manufacturing button, and then choose the
Job Costing list.

2. Choose Job to open the Job Maintenance window.

3. Enter an identifier for the job in the Job Number field. The job number can be
any combination of up to 30 characters. After you save the record, you can’t
change the job number.

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4. You can enter a brief description or explanation of the job.

5. Accept the default job status or enter or select a new one.

When you create a new job, the status of the job automatically is set to Quoted,
but you can choose another status. Refer to Job statuses on page 84 for more
information about job statuses.

6. Enter or select a transaction list. Refer to Job transaction lists on page 90 for more
information about job transaction lists.

You can specify a default job transaction list for jobs. Refer to Defining Job Costing
system settings in Chapter 5, “Manufacturing management functions setup,” in the
Manufacturing Setup documentation for more information.

7. You can enter or select a customer ID.

If a sales order line is linked to a job and if the customer ID field is blank, the
customer ID for the sales order line will be displayed in the Customer ID field
in the Job Maintenance window.

If you specify a customer for a job and then try to link the job to a sales order for
a different customer, a message appears, warning that the customer is different.
You’ll have the option to cancel the process.

8. You can enter or select estimated starting and ending dates for the job.

9. You can enter estimated revenue and expense information in the Job Summary
area.

When you enter estimated revenue and expense information, the estimated
profit and the estimated margin are calculated. The estimated profit is the
estimated revenues minus the estimated expenses. The estimated margin
percentage is the estimated profit divided by the estimated revenues.

10. Choose Save and close the window.

Entering information in user-defined job fields

If you’ve set up user-defined fields for tracking additional information about a job,
you can use the Job Extra Fields window to record that information.

Use the Job Extra Fields window to enter information in user-defined fields.

To enter information in user-defined job fields:

1. Open the Job Maintenance window.
Cards >> Manufacturing >> Job Costing >> Job Maintenance)

2. Enter or select a job number.

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3. Choose the page-turn icon button in the lower right corner of the window to
open the Job Extra Fields window.

4. Enter information in the fields you’ve defined, as needed.

5. Choose Save and close the window.

Modifying a job
Use the Job Maintenance window to modify information about a job.

To modify a job:
1. In the navigation pane, choose the Manufacturing button, and then choose the
Job Costing list.

2. Select a job and choose Edit to open the Job Maintenance window.

3. Make changes, as needed.

You can’t change the job number after the record has been saved.

4. Choose Save and close the window.

Placing a job on hold

Occasionally, you might need to put a job on hold. For example, suppose your
customer has ordered one of your modular homes but then finds out that his
financing might not be available. The customer might ask you to put the job on
hold—delaying further work on it—until the issues are resolved.

When a job is on hold, you can’t link additional elements to it, you can’t unlink
elements from it, and no transactions will be applied to it. If necessary, you still can
edit most of the information in the Job Maintenance window. You can continue to
process the elements that are linked to the job, as needed; for example, you can
complete manufacturing orders and receive purchased items.

Use the Job Maintenance window to place a job on hold.

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To place a job on hold:

1. Open the Job Maintenance window.
(Cards >> Manufacturing >> Job Costing >> Job Maintenance)

2. Enter or select a job number.

3. Mark the On Hold option. When you mark On Hold, the Status list will be
dimmed. You can’t change the status of a job while it is on hold.

If a process security set has been selected in the Job Costing Preference Defaults
window, you might need to use a user ID that’s included in the process security
set, or you might need to supply a password to put a job on hold.

Refer to Defining Job Costing system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for
more information about Job Costing setup options. Refer to Process security in
Chapter 2, “Security,” in the Manufacturing Setup information for more
information about process security.

4. Choose Save and close the window.

Canceling a job
If a job is permanently suspended—that is, if it’s very unlikely that work will
resume on a job—you can cancel the job.

Canceling a job has the same effect as putting a job on hold—you can’t link new
elements or unlink existing linked elements, and no transactions will be applied to
the job. In addition, you can’t edit any of the fields in the Job Maintenance window
for a canceled job.

Use the Job Maintenance window to cancel a job.

To cancel a job:
1. Open the Job Maintenance window.
(Cards >> Manufacturing >> Job Costing >> Job Maintenance)

2. Enter or select a job number.

Mark Canceled. All fields in the Job Maintenance window will be dimmed. If a
process security set has been selected in the Job Costing Preference Defaults
window, you might need to use a user ID that’s included in the process security
set, or you might need to supply a password to cancel a job.

Refer to Defining Job Costing system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for
more information about Job Costing setup options. Refer to Process security in
Chapter 2, “Security,” in the Manufacturing Setup information for more
information about process security.

3. Choose Save and close the window.

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Activating a job that is canceled or on hold

Use the Job Maintenance window to activate a job.

To activate a job that is canceled or on hold:

1. Open the Job Maintenance window.
(Cards >> Manufacturing >> Job Costing >> Job Maintenance)

2. Enter or select a job number.

Unmark the Canceled or On Hold option. If a process security set has been
selected in the Job Costing Preference Defaults window, you might need to use
a user ID that’s included in the process security set, or you might need to
supply a password to activate a job.

Refer to Defining Job Costing system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for
more information about Job Costing setup options. Refer to Process security in
Chapter 2, “Security,” in the Manufacturing Setup information for more
information about process security.

3. Choose Save and close the window.

Deleting a job
Before you delete a job you must unlink all of its elements and transactions. Refer to
Chapter 14, “Job link maintenance,” for more information about unlinking elements
from a job.

After you’ve unlinked all of the elements and transactions, use the Job Maintenance
window to delete a job.

To delete a job:
1. Open the Job Maintenance window.
(Cards >> Manufacturing >> Job Costing >> Job Maintenance)

2. Enter or select a job.

3. Choose Delete. A message will be displayed, and you’ll have the option to end
the task without deleting the job. Choose Delete to remove the job. Choose
Cancel to end the task without deleting the job.

4. When you’ve finished, close the window.

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Chapter 14: Job link maintenance
The jobs you define in Manufacturing can include many types of transactions and
elements. Any financial information about expenses or revenues can be linked
directly to a job, so you can get an overall picture of how profitable the job is. Refer
to Job links on page 83 for more information about job links.

Probably the most useful window in Job Costing is the Job Link Maintenance
window. You can use this window to complete most routine Job Costing tasks. This
document includes procedures for completing many of those tasks, such as linking
and unlinking elements, applying and unapplying transactions, and viewing
additional information about jobs, elements and transactions.

Job Costing also includes a right-click menu for linking and unlinking elements and
jobs. You can link elements to different jobs and quickly access job costing windows
using the right-click menu. However, the Job Link Maintenance window does not
have a right-click menu like the other Job Costing windows. You must use the
action button in the Job Link Maintenance window to link elements and access
other Job Costing windows.

This information is divided into the following sections:

• Uses of the Job Link Maintenance window

• Parts of the Job Link Maintenance window
• Viewing job, element, and transaction details
• View details using the Element Number link
• View details using the Number link
• View details using the Actions button
• Complete tasks using the Actions button
• Adding manual transactions to a job
• Removing manual transactions from a job
• Linking an element or transaction to a job
• Restrictions for removing links to jobs
• Unlinking an element or transaction from a job
• Unlinking all elements or transactions from a job
• How linked elements lead to linked transactions
• Manually applying a transaction to a job
• Manually unapplying a transaction from a job
• Changing a revenue or expense code
• Managing views of elements and transactions
• Job Costing right-click menu
• Using the right-click menu to create links to jobs
• Using the right-click menu to change a job link

Information in this document is intentionally generic; for example, procedures for linking
and unlinking elements are included, but the specific effects and requirements for linking a
sales order to a job aren’t addressed here. For more specific information about the issues
involved with linking elements and transactions from specific modules, refer to Chapter 15,
“Job link details.”

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Uses of the Job Link Maintenance window

The Job Link Maintenance window displays information about a job and the
elements and transaction records linked to the job. You can see the relationships
between a job and the linked items and which elements and transactions are linked
to the job—and which aren’t. You can view detailed information about specific
elements.

You also can use the Job Link Maintenance window to complete many of the tasks
required when you’re using Job Costing. Some of these tasks can be completed by
using the Actions button—above the list window—or the buttons above the tree
view in the Job Link Maintenance window. Some of these tasks also can be
completed by using a right-click menu available in many Manufacturing and
Microsoft Dynamics GP windows. The table shows which tasks can be completed in
the Job Link Maintenance window and which tasks can be completed using the
right-click menu in other Job Costing windows.

Task Job Link Maintenance Right-click menu

window
View jobs and linked elements X
and transactions
Link elements to a job X X
Unlink elements from a job X
Unlink all elements from a job X
Link an element to a different job X X
You can unlink an element
and then link it to another job.
View which job an element is X X
linked to
Apply and unapply transactions X

The right-click menu is available in many windows throughout Microsoft Dynamics

GP. Refer to Job Costing right-click menu on page 121 for a complete list.

Parts of the Job Link Maintenance window

The Job Link Maintenance window has four main parts—the tree view, the job
information pane, the linked element information pane, and the list window.

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To open the Job Link Maintenance window, choose Transactions >>

Manufacturing >> Job Costing >> Job Link Maintenance.

Job Information
pane
Tree
view
Linked Element
Information pane

List
window

Tree view
The tree view is located in the upper left window of the Job Link Maintenance
window. The top level of the tree view is the job selected in the job information
pane. The next level of the tree view shows linked elements grouped by category,
such as Manufacturing Order, Sales Order History, Manual Transaction. The linked
elements are displayed under the category with an icon representing a document. A
clear document represents a linked element without any additional links, whereas a
grayed document represents a linked element that has additional links. By
expanding and collapsing the tree view, you can see information about a specific
job—for example, you can see the orders and transactions that are linked to the
displayed job.

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The following linked elements can have additional links:

• Accounts Payable
• Accounts Payable History
• Accounts Receivable
• Accounts Receivable History
• Data Collection
• Inventory Transactions
• Inventory Transaction History
• Manufacturing Order
• Material Data Collection
• Manufacturing Purchase Order
• Manufacturing Receivings
• Manufacturing Order Material
• Manufacturing Order Material History
• Sales Order
• Sales Order History

The following linked elements cannot have additional links:

• Manual Transaction
• Purchase Order
• Purchase Order History
• Receivings Transaction
• Receivings Transaction History
• Purchasing Invoice
• Purchasing Invoice History

By browsing through jobs in the Job Information pane and expanding the tree view,
you can see information about each of your company’s jobs—for example, you can
see the orders and transactions that are linked to each job.

The tree view works much like a Windows® file manager; if a record is displayed as
a folder with a small plus symbol in front of it, you can open the folder to see more
levels of linked elements or transactions.

You can use the buttons at the top of the tree view to adjust the amount of
information displayed. You can expand and collapse the tree view, and you can
refresh the information in the tree view. You also can unlink elements from jobs, and
print job elements reports or job transactions reports.

You can use the tree view of the Job Link Maintenance window to complete these
procedures:

• Viewing job, element, and transaction details on page 108

• Unlinking an element or transaction from a job on page 117
• Unlinking all elements or transactions from a job on page 117
• Manually applying a transaction to a job on page 118
• Manually unapplying a transaction from a job on page 119
• Changing a revenue or expense code on page 120
• Managing views of elements and transactions on page 120

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Job Information pane

The Job Information pane—located at the top right side of the Job Link Maintenance
window—provides job information about the specific job selected. Detailed
information will be displayed in the entire window for the job that you selected in
this pane.

Linked Element Information pane

The Linked Element Information pane—located under the Job Information pane of
the Job Link Maintenance window—provides detailed information about the linked
element or transaction selected in the tree view. If you browse to or select a job
number in the Job Information pane and then select a linked element in the tree
view, for example, detailed information about the element or transaction that you
selected will be displayed in the Linked Elements Information pane.

List window
You can use the options above the list window to customize the view of the
information displayed in the list window.

Linked elements and transactions Mark the linked elements or linked

transactions option to display linked elements or transactions in the list window for
the job displayed in the Job Information pane.

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Unlinked elements and transactions Mark the unlinked elements or

unlinked transactions option to display unlinked elements or transactions in the list
window. When the unlinked elements or unlinked transactions option is marked,
the unlinked elements or unlinked transactions list is available. You can use the list
to select the type of information displayed in the list window. For example, to have
all manufacturing orders that aren’t linked to a job displayed, select Manufacturing
Order from the list.

You can use the list window to select elements to link to a job and to open windows
with more detailed information about a specific element. Use the list window to
complete these procedures:

• Viewing job, element, and transaction details on page 108

• Linking an element or transaction to a job on page 115
• Manually applying a transaction to a job on page 118
• Manually unapplying a transaction from a job on page 119
• Changing a revenue or expense code on page 120
• Managing views of elements and transactions on page 120

Viewing job, element, and transaction details

You can use the Job Link Maintenance window to view detailed information about
jobs, elements, and transactions—whether or not the records are linked to a job. Use
this procedure to view more information about a job, an element—such as a
manufacturing order or receiving line—or a transaction.

The window that you use to view information will depend on the type of record—
element, or transaction—that is selected. The process that you use to open the
window will depend on whether you select a record in the tree view or in the list
window.

For more information, refer to the following topics:

• View details using the Element Number link on page 109

• View details using the Number link on page 110
• View details using the Actions button on page 111
• Complete tasks using the Actions button on page 113

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To view job, element, and transaction details:

1. Open the Job Link Maintenance window.
(Transactions >> Manufacturing >> Job Costing >> Job Link Maintenance.)

2. Enter or select a job to display in this window.

3. If needed, use the buttons above the list window and tree view to select the
information to be displayed. Select an element in the list window or the tree
view and use the Actions button, the Element Number link, or the Number link
to display more information.

List window Select an element or transaction in the list window. Choose

Actions and select a window to display more information.

Tree View Select an element in the tree view. Click the Element Number link
or Number link, and select a window to display more information.

4. When you’ve finished, close the windows.

View details using the Element Number link

You can use the Job Link Maintenance window to view detailed information about
elements that you select in the tree view. To view more information about the
element, you can click on the Element Number link.

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You can display more details for each type of record when you select a linked
element in the tree view and select the Element Number link in the Linked Element
Information pane. Refer to this table to see which windows are available for each
type of record.

Select this type record: To open this window:

Accounts Payable transaction Payables Transaction Entry window
Payables Transaction Entry Zoom window
Accounts Payable transaction history Payables Transaction Entry Zoom window
Accounts Receivable transaction Receivables Transaction Entry window
Receivables Transaction Entry Zoom window
Accounts Receivable transaction Receivables Transaction Entry Zoom window
history
Data Collection Data Collection Summary window
Microsoft Dynamics GP purchase Purchase Order Entry window if the order hasn’t been
order received, closed, or canceled
Edit Purchase Order Status window
Purchase Order Inquiry Zoom window
Microsoft Dynamics GP purchase Purchase Order Inquiry Zoom window
order history
Microsoft Dynamics GP receivings Receivings Transaction Entry window
transaction Receivings Transaction Inquiry Zoom window
Microsoft Dynamics GP receivings Receivings Transaction Inquiry Zoom window
transaction history
Inventory transaction Item Transaction Entry window
Inventory transaction history Inventory Transaction Inquiry window
Manual transaction Job Costing Manual Transaction Entry window
Manufacturing order Manufacturing Order Entry window if the order hasn’t
been closed
Manufacturing Order Inquiry window
Manufacturing Order Summary window if the order is
closed, released, complete or partially received
Manufacturing order material Manufacturing Component Transaction Entry window
Manufacturing Component Transaction Inquiry window
Manufacturing order material history Manufacturing Component Transaction Inquiry window
Manufacturing purchase order Not available for this type of record
Manufacturing receivings transaction Not available for this type of record
Material data collection Material Data Collection Detail window
Purchasing invoice Purchasing Invoice Entry window
Purchasing Invoice Inquiry Zoom window
Purchasing invoice history Purchasing Invoice Inquiry Zoom window
Sales order Sales Transaction Entry window
Sales Transaction Inquiry Zoom window
Sales order history Sales Transaction Inquiry Zoom window

View details using the Number link

You can use the Job Link Maintenance window to view detailed information about
elements that you select in the tree view. To view more information about the
element, you can click the Number link.

You can display more details for each type of record when you select a linked
element in the tree view and click the Number link in the Linked Element
Information pane.

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Refer to this table to see which windows are available for each type of record.

Select this type record: To open this window:

Accounts Payable transaction Vendor Inquiry window
Accounts Payable transaction history Vendor Inquiry window
Accounts Receivable transaction Customer Inquiry window
Accounts Receivable transaction Customer Inquiry window
history
Data Collection Employee Inquiry window if status is Labor; Machine
Definition window if status is Machine.
Microsoft Dynamics GP purchase Item Inquiry window
order
Microsoft Dynamics GP purchase Item Inquiry window
order history
Microsoft Dynamics GP receivings Item Inquiry window if status is Inventoried Receivings
transaction line
Vendor Inquiry window if status is receivings
distribution (freight, tax, etc.)
Not available for Non-inventoried Receivings line
Microsoft Dynamics GP receivings Item Inquiry window if status is Inventoried Receivings
transaction history line
Vendor Inquiry window if status is receivings
distribution (freight, tax, etc.)
Not available for Non-inventoried Receivings line
Inventory transaction Item Inquiry window
Inventory transaction history Item Inquiry window
Manual transaction Not available for this type of record
Manufacturing order Item Inquiry window
Manufacturing order material Item Inquiry window
Manufacturing order material history Item Inquiry window
Manufacturing purchase order Not available for this type of record
Manufacturing receivings transaction Not available for this type of record
Material data collection Not available for this type of record
Purchasing invoice Item Inquiry window if status is Inventoried Receivings
line
Vendor Inquiry window if status is receivings
distribution (freight, tax, etc.)
Not available for Non-inventoried Receivings line
Purchasing invoice history Item Inquiry window if status is Inventoried Receivings
line
Vendor Inquiry window if status is receivings
distribution (freight, tax, etc.)
Not available for Non-inventoried Receivings line
Sales order Customer Inquiry window
Sales order history Customer Inquiry window

View details using the Actions button

You can use the Actions button—located above the list window—to open windows
that display more details about the selected elements or transactions.

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Refer to this table to see what windows are available for the selected elements or
transactions.

Select this type record: To open this window:

Accounts Payable transaction Job Costing Manual Transaction Entry window
Payables Transaction Entry window
Payables Transaction Entry Zoom window
Vendor Inquiry window
Accounts Payable transaction history Job Costing Manual Transaction Entry window
Payables Transaction Entry Zoom window
Vendor Inquiry window
Accounts Receivable transaction Job Costing Manual Transaction Entry window
Receivables Transaction Entry window
Receivables Transaction Entry Zoom window
Customer Inquiry window
Accounts Receivable transaction Job Costing Manual Transaction Entry window
history Receivables Transaction Entry Zoom window
Customer Inquiry window
Component transaction history Job Costing Manual Transaction Entry window
Data Collection Summary window
Employee Inquiry window if record is a labor transaction
Machine Definition window if record is a machine
transaction
Data collection Job Costing Manual Transaction Entry window
Manufacturing Component Transaction Inquiry window
Item Inquiry window
Microsoft Dynamics GP purchase Job Costing Manual Transaction Entry window
order Purchase Order Entry window if order isn’t received,
closed, or canceled
Edit PO Status window
Purchase Order Inquiry Zoom window
Item Inquiry window
Microsoft Dynamics GP receivings Manual Transaction Entry window
transaction Receivings Transaction Entry window
Receivings Transaction Inquiry Zoom window
Item Inquiry window
Microsoft Dynamics GP receivings Job Costing Manual Transaction Entry window
transaction history Receivings Transaction Inquiry Zoom window
Item Inquiry window
Inventory transaction Job Costing Manual Transaction Entry window
Item Transaction Entry window
Item Inquiry window
Inventory transaction history Job Costing Manual Transaction Entry window
Inventory Transaction Inquiry window
Item Inquiry window
Manufacturing order Job Costing Manual Transaction Entry window
Manufacturing Order Entry window—if order isn’t closed
Manufacturing Order Inquiry window
Manufacturing Order Summary window
Item Inquiry window
Manufacturing order material Item Inquiry window
Manufacturing order material history Item Inquiry window
Manufacturing purchase order Not available for this type of record
Manufacturing receipts history Job Costing Manual Transaction Entry window
Manufacturing Order Receipt Inquiry window
Item Inquiry window

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Select this type record: To open this window:

Purchasing invoice Job Costing Manual Transaction Entry window
Purchasing Invoice Entry window
Purchasing Invoice Inquiry Zoom window
Item Inquiry window
Purchasing invoice history Job Costing Manual Transaction Entry window
Purchasing Invoice Inquiry Zoom window
Item Inquiry window
Sales order Job Costing Manual Transaction Entry window
Sales Transaction Entry window
Sales Transaction Inquiry Zoom window
Customer Inquiry window
Sales order history Job Costing Manual Transaction Entry window
Sales Transaction Inquiry Zoom window
Customer Inquiry window

Complete tasks using the Actions button

You can use the Actions button in the Job Link Maintenance window—located
above the list window—to complete tasks by selecting elements or transactions in
the list window, and then choosing the Actions button.

Refer to this table to see what tasks are available for linked elements and linked
transactions.

Select this type record: To complete this task:

Linked element Open the Manual Transaction Entry window and other
windows—the available windows depend on which type
of record is selected. Refer to Parts of the Job Link
Maintenance window on page 104 for a list of record
types and available windows.
Linked transaction Apply
Unapply
Change Revenue/Expense Code
Open the Manual Transaction Entry window and other
windows—the available windows depend on which type
of record is selected. Refer to Parts of the Job Link
Maintenance window on page 104 for a list of record
types and available windows.
Unlinked element Link to Job
Link to Element—if a linked element is selected in the
tree view.
Open the Manual Transaction Entry window and other
windows—the available windows depend on which type
of record is selected. Refer to Parts of the Job Link
Maintenance window on page 104 for a list of record
types and available windows.
Unlinked transaction Link to Job
Link to Element—if a linked element is selected in the
tree view.
Open the Manual Transaction Entry window and other
windows—the available windows depend on which type
of record is selected. Refer to Parts of the Job Link
Maintenance window on page 104 for a list of record
types and available windows.

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Adding manual transactions to a job

Use the Job Costing Manual Transaction Entry window to manually add
transactions to a job.

To add manual transactions to a job:

1. Open the Job Link Maintenance window.
(Transactions >> Manufacturing >> Job Costing >> Job Link Maintenance.)

2. Enter or select the job to add transactions to.

3. Choose Actions >> Manual Transaction Entry to open the Job Costing Manual
Transaction Entry window.

4. Select Revenue or Expense and enter or select the code.

5. Enter a description.

6. Enter the amount of revenue or expense to record for this transaction.

7. Enter or accept the date.

8. Choose Insert. The transaction is displayed in the list window.

9. Continue to add transactions, as necessary.

10. When you have finished adding transactions, choose OK to close the window
and return to the Job Link Maintenance window.

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11. Choose Redisplay in the Job Link Maintenance window. The transactions you
just entered are listed in the list window.

Transactions that you enter manually are always applied. To unapply a transaction,
refer to Manually unapplying a transaction from a job on page 119.

12. In the tree view, choose the Refresh button and then choose the Expand button.
A folder titled Manual Entry is linked to the job and is displayed in the tree
view with one linked element, which is a combination of all the transactions
that you manually entered for this job.

The total revenue and expense amount for the transactions that you entered is
displayed in the Amount field in the Linked Element Information pane. This
amount is determined by adding the revenue amounts and subtracting the
expense amounts from all the transactions that were manually entered for this
job.

13. To remove any of the transactions that you just created, refer to Removing
manual transactions from a job on page 115.

Removing manual transactions from a job

Use the Job Costing Manual Transaction Entry window to remove any transactions
entered in the Job Costing Manual Transaction Entry window from a job.
Transactions that are not entered using the Job Costing Manual Transaction Entry
window must be removed by deleting the linked element for that transaction.

To remove manual transactions from a job:

1. Open the Job Link Maintenance window.
(Transactions >> Manufacturing >> Job Costing >> Job Link Maintenance)

2. Enter or select the job to remove transactions from.

3. Choose Actions >> Manual Transaction Entry to open the Job Costing Manual
Transaction Entry window.

4. Select the transaction or transactions to remove and choose Remove.

5. To remove all of the transactions that you added, choose Remove All.

6. When you’ve finished removing transactions, choose OK. The Job Link
Maintenance window is displayed.

7. Choose Redisplay in the Job Link Maintenance window. The transactions that
you just removed are removed from the list window.

Linking an element or transaction to a job

You can use the Job Link Maintenance window to link any element or transaction to
a job, as long as the element or transaction and the job have statuses that allow the
link to be formed. Refer to Job statuses on page 84 for more information about status
requirements for linking to jobs.

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To link an element or transaction to a job:

1. Open the Job Link Maintenance window.
(Transactions >> Manufacturing >> Job Costing >> Job Link Maintenance)

2. Enter or select a job to display in this window.

3. If you’re linking an element to an existing element, select the element that

you’re linking to in the tree view.

4. Select the Unlinked Elements or Unlinked Transactions option.

5. From the Unlinked Elements or Unlinked Transactions drop-down list, select

the kind of element or transaction to link to the job.

6. In the list window, select the element or transaction to link to the job and choose
Actions.

You can select several elements and transactions, and then link them to the job at once.
To select several items, press and hold CTRL on your keyboard while using your mouse to
select elements and transactions in the list window.

When you choose Actions, the tasks that you can complete for the element that
you selected are listed. The tasks available depend on the element and on the
job, and on the current status of the job and element.

Link Options Not Available The Link to Job or Link to Selected Element
options aren’t available if the elements can’t be linked. For example, if you’re
trying to link a manufacturing order to a purchase order—or if the status of the
job and the status of the element won’t allow the link to be formed.

Link Options Available The Link to Job or Link to Selected Element

options are available if the status of the job and the status of the element allow a
link to be formed and if you have an element selected in the tree view.

Refer to Complete tasks using the Actions button on page 113 and Job statuses on
page 84 for more information.

7. Select Link to Job to link the element to the job or select Link to Selected
Element to link the element to the element that is selected—creating a
secondary link to the element. To verify that the element is linked, expand the
job information in the tree view. The linked element will appear beneath the job
or element that it is linked to.

8. When you’ve finished, close the window.

Restrictions for removing links to jobs

Manufacturing includes restrictions that limit which users can unlink elements
from jobs and which elements can be unlinked from jobs.

Process security for unlinking from jobs When you set up Job Costing, you
can specify a process security set to restrict authority for unlinking elements from
jobs. You can choose to limit the authority for completing this procedure to specific
user IDs, or you can require a password. If you don’t specify a process security set
for Job Costing, all users can unlink elements from jobs.

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For more information about process security, refer to Process security in Chapter 2,
“Security,” in the Manufacturing Setup documentation. For more information about
specifying a process security set for Job Costing, refer to Defining Job Costing system
settings in Chapter 5, “Manufacturing management functions setup,” in the
Manufacturing Setup documentation.

Status requirements for unlinking a job You cannot unlink elements from
jobs that have Closed status, or that are canceled or on hold.

Unlinking an element or transaction from a job

Use the Job Link Maintenance window to unlink a single element or transaction
from a job.

To unlink an element or transaction from a job:

1. Open the Job Link Maintenance window.
(Transactions >> Manufacturing >> Job Costing >> Job Link Maintenance)

2. Enter or select a job to remove an element or transaction from.

3. In the tree view, select the element or transaction to unlink.

4. Choose Unlink. If you’ve selected the job folder, you can choose Unlink to
remove all elements and transactions from the job. If you’ve selected an element
or transaction that has secondary links, the selected element or transaction and
all secondary links will be removed.

5. When you’ve finished, close the window.

Unlinking all elements or transactions from a job

Use the Job Link Maintenance window to unlink all elements and transactions from
a job.

You can’t unlink material transactions from a job. You must unapply them instead. Refer to
Manually unapplying a transaction from a job on page 119.

To unlink all elements or transactions from a job:

1. Open the Job Link Maintenance window.
(Transactions >> Manufacturing >> Job Costing >> Job Link Maintenance)

2. Enter or select a job to unlink all elements or transactions from.

3. In the tree view, select the job to remove all links from.

4. Choose Unlink.

5. When you’ve finished, close the window.

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How linked elements lead to linked transactions

When you link an element—such as a manufacturing order—to a job, transactions
related to the element also are linked to the job. For example, if you link a
manufacturing order to a job and then complete data collection entries for labor
time spent working on the manufacturing order, those data collection transactions
will be linked to the job.

Transactions automatically will be linked to a job in any of these situations:

If you link this element: ... this action creates a linked transaction:
Sales order line Posting an invoice-type sales transaction
Manufacturing order Saving a data collection record
Component transactions
Closing or partially receiving a manufacturing order
Receivings transaction Posting a receiving line
Receivables transaction Posting an accounts receivable transaction
Payables transaction Posting an accounts payable transaction
Purchasing invoice Posting an invoice line

While these transactions are created and linked to the job, they aren’t necessarily
applied to the job. That is, the financial information—the expense or revenue
represented by each transaction—might not be reflected in the expense and revenue
totals for the job.

To automatically apply transaction amounts to reflect financial information for the

job, be sure the transaction details for the transaction list assigned to the job use the
Auto-Apply option. Refer to Specifying job costing transaction details on page 93 for
more information about specifying those details for transactions.

If you don’t apply transactions automatically, you must manually apply them if the
transaction amounts are to be reflected in the financial details of the job. Refer to
Manually applying a transaction to a job on page 118 for more information.

Manually applying a transaction to a job

Use the Job Link Maintenance window to manually apply transactions to a job.

To manually apply a transaction to a job:

1. Open the Job Link Maintenance window.
(Transactions >> Manufacturing >> Job Costing >> Job Link Maintenance)

2. Enter or select a job to apply the transaction to.

3. Mark the Linked Transactions option.

4. If needed, scroll to view information in the Applied column of the list window.
You also can select and drag the column to move it. No will be displayed in the
Applied column for all unapplied transactions.

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5. Select the transaction to be unapplied in the list window, and choose Actions.

You can limit the transactions listed in the list window to just those transactions that
are unapplied. Refer to Managing views of elements and transactions on page 120 for
more information.

6. From the Actions menu, choose Apply. Yes will be displayed in the Applied
column for the transaction you just applied.

7. Continue to apply transactions, as needed.

8. When you’ve finished, close the window.

After you’ve applied a transaction, you can check the job information in the Job
Maintenance window. Refer to Viewing job summary information on page 141 for more
information.

Manually unapplying a transaction from a job

If it’s necessary to unapply transactions, you must do so manually. You can unapply
transactions regardless of whether they were automatically or manually applied to
the job.

Use the Job Link Maintenance window to manually unapply transactions from a
job.

To manually unapply a transaction from a job:

1. Open the Job Link Maintenance window.
(Transactions >> Manufacturing >> Job Costing >> Job Link Maintenance)

2. Enter or select a job to unapply the transaction from.

3. Mark the Linked Transactions option.

4. If needed, scroll to view information in the Applied column of the list window.
You also can select and drag the column to move it. Yes will be displayed in the
Applied column for all applied transactions.

5. Select the transaction to be unapplied in the list window, and choose Actions.

You can limit the transactions listed in the list window to just those transactions that
are applied. Refer to Managing views of elements and transactions on page 120 for more
information.

6. From the Actions menu, choose Unapply. No will be displayed in the Applied
column for the transaction you just applied.

7. Continue to unapply transactions, as needed.

8. When you’ve finished, close the window.

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Changing a revenue or expense code

When you apply a transaction to a job, the revenue or expense amount from the
transaction is added to the amounts of other transactions with the same revenue or
expense code. For example, suppose the Materials expense for Job XYZ is $100, and
then you apply a $25 transaction with the expense code Materials to the job. The
new expense total for the job for Materials will be $125.

The default revenue or expense code for each transaction is defined in the Job Transaction
List Setup window. You can change the default revenue or expense code for any kind of
transaction, if needed. Refer to Specifying job costing transaction details on page 93 for more
information.

Use the Job Link Maintenance window to change the revenue or expense code for a
specific transaction.

To change a revenue or expense code:

1. Open the Job Link Maintenance window.
(Transactions >> Manufacturing >> Job Costing >> Job Link Maintenance)

2. Enter or select a job that includes a revenue or expense code to change.

3. Mark the Linked Transactions option.

4. If needed, scroll to view information in the Code column of the list window.
You also can select and drag the column to move it.

5. Select the transaction with the revenue or expense code to change, and choose
Actions.

You can limit the transactions listed in the list window to just those transactions that
are applied. Refer to Managing views of elements and transactions on page 120 for more
information.

6. From the Actions menu, choose Change Revenue/Expense Code.

7. The Revenue/Expense Code Lookup window will open. Select the code to
assign to the transaction, and choose Select.

You also can double-click a code to select it.

8. Your changes automatically are saved. When you’ve finished, close the window.

Managing views of elements and transactions

Depending on the number of elements that you’ve linked to a job, the result might
be many records in the list window in the Job Link Maintenance window. To make
the information more usable, you can specify how the information is displayed. You
can move, add, or remove columns of information and restrict the information that
is displayed in the list window.

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To manage views of elements and transactions:

1. Open the Job Link Maintenance window.
(Transactions >> Manufacturing >> Job Costing >> Job Link Maintenance)

2. Enter or select a job to display in this window.

3. In the tree view, select a record that includes linked elements or transactions.

4. Select an option to indicate the kind of records to display.

5. If you select Unlinked Transactions or Unlinked Elements, select a transaction

type from the Unlinked Transactions or Unlinked Elements list.

Determine how information in the window should be changed. Refer to the

table for more information.

To change the window You must complete these steps:

this way:
Adding a column Choose Columns.
Select an unmarked column name from the menu.
Moving a column Select the column to move.
Drag the column to the new location.
Removing a column Choose Columns.
Select a marked column name from the menu.
Restricting the record list to Choose Search. Use Quick Search or Advanced Search to
elements or transactions that restrict the items shown in the list window.
share a common value
Sorting records Each time that you click on the column header, the column
will alternate the sorting of the records from ascending to
descending order. You also can right–click on the header of
the column to sort records by and select ascending or
descending order.

6. When you’ve finished, close the window.

Job Costing right-click menu

You can use a right-click menu available in several windows to link elements, such
as manufacturing orders and inventory transactions, to a job.

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Refer to the following table for a list of windows where the right-click menu is
available. In those windows, you can use the right-click menu to open the Job
Maintenance window or the Job Link Maintenance window, where information
about the job that the transaction or record is linked to will be displayed.

Window with right-click menu Navigation path

Data Collection window Transactions >> Manufacturing >> WIP >> Data
Collection
Edit Purchase Order Status window Transactions >> Purchasing >> Edit Purchase Orders
Inventory Transaction Entry window Transactions >> Inventory >> Transaction Entry
Manufacturing Order Entry window Transactions >> Manufacturing >> Manufacturing
Orders >> Entry
Match Shipments to Invoice window Transactions >> Purchasing >> Enter/Match Invoices
>> Match to Shipment expansion button
Match Shipments to Invoice Inquiry Zoom Inquiry >> Purchasing >> Purchasing Order Docs >>
window click Receipt No. link for an invoice >> Matched to
Shipment expansion button
Purchase Item Detail Entry window Transactions >> Purchasing >> Purchase Order
Entry >> item expansion button
Purchase Order Entry window Transactions >> Purchasing >> Purchase Order Entry
Purchase Order Inquiry Zoom window Inquiry >> Purchasing >> Purchase Order
Documents >> click Purchase Order number link
Purchasing Invoice Entry window Transactions >> Purchasing >> Enter/Match Invoices
Purchasing Invoice Inquiry Zoom window Inquiry >> Purchasing >> Purchase Order
Documents >> click Receipt No. link for an invoice
Purchasing Item Detail Inquiry Zoom Inquiry >> Purchasing >> Purchase Order
window Documents >> click Purchase Order Number link >>
item expansion button
Receivables Transaction Entry window Transactions >> Sales >> Transaction Entry
Receivings Item Detail Entry window Transactions >> Purchasing >> Receivings
Transaction Entry >> item expansion button
Receivings Item Detail Inquiry Zoom Inquiry >> Purchasing >> Purchase Order
window Documents >> click Receipt No. link >> item
expansion button
Receivings Transaction Entry window Transactions >> Purchasing >> Receivings
Transaction Entry
Receivings Transaction Inquiry Zoom Inquiry >> Purchasing >> Purchase Order
window Documents >> click on Receipt No.
Sales Transaction Entry Transactions >> Sales >> Sale Transaction Entry

Using the right-click menu to create links to jobs

You can use the right-click menu in several windows to link elements and
transactions to jobs. This procedure describes how to link a manufacturing order to
a job, but the steps would be basically the same to link other elements or
transactions to a job.

To use the right-click menu to create a link to a job:

1. Open a window that has the right-click menu capabilities. Refer to Job Costing
right-click menu on page 121 for window and navigation information.

2. Enter or select an element. For example, to link a manufacturing order to a job,

you must select a manufacturing order.

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3. If you must specify a line—such as when you’re linking an inventory

transaction to a job—click in the appropriate line in the scrolling window.

4. Press your right mouse button to open the right-click menu.

5. Select a job to link the manufacturing order to.

• To open a lookup window, select Link to. The Job Lookup window will
open. You can use that window to select a job.

• To link to a job that is listed in the right-click menu, select the job in the
menu.

Job numbers that are dimmed in the right-click menu aren’t available for linking.
Usually this is because the combination of the status of the element and the status of the
job can’t be linked. Refer to Job statuses on page 84 for more information.

6. Your changes are saved as they’re displayed in the window. When you’ve
finished, close the window.

Using the right-click menu to change a job link

You can change the job an element is linked to. Use the right-click menu to change a
job link.

Because linking an element is really two tasks—unlinking an element from one job and then
linking it to another—you must have security privileges for unlinking an element to
complete this procedure.

To use the right-click menu to change a job link:

1. Refer to Job Costing right-click menu on page 121 for window and navigation
information.

2. Enter or select a linked element.

3. If you must specify a line—such as when you’re linking a purchase order line to
a job—click in the appropriate line in the scrolling window.

4. Press the right button on your mouse to open the right-click menu.

5. Select a different job to link the element to.

• To open a lookup window, select Link to. The Job Lookup window will
open. You can use that window to select a job.

• To link to a job that is listed in the right-click menu, select the job in the
menu.

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6. If a process security set has been selected in the Job Costing Preference Defaults
window, you might need to use a user ID that’s included in the process security
set, or you might need to supply a password to put a job on hold.

Refer to Defining Job Costing system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for
more information about Job Costing setup options. Refer to Process security in
Chapter 2, “Security,” in the Manufacturing Setup information for more
information about process security.

7. Your changes are saved as soon as they appear in the window. When you’ve
finished, close the window.

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Chapter 15: Job link details
Each type of element that can be linked to a job carries a different set of rules and
implications. For example, linking a receivings transaction to a job requires an
understanding of how costs other than extended line-item totals are distributed
when multiple jobs are linked to the receivings transaction. Linking a quote sales
document to a job can affect the procedure for transferring the quote to another
sales document type.

You can refer to this document for specific information about linking to different
types of elements. You also can refer to this document for information about
procedures you must complete to ensure that expenses and revenues are accurately
reflected in your job information.

This information is divided into the following sections:

• Expense distributions to jobs

• Distributing expenses among jobs
• Viewing job distribution information
• Manufacturing order links to jobs
• Sales order links to jobs
• Purchase order links to jobs
• Blanket purchase orders and job costing
• Receiving links to jobs
• Purchasing invoice links to jobs
• Payables transaction links to jobs
• Inventory transaction links to jobs
• Receivables transaction links to jobs
• Data collection links to jobs

Expense distributions to jobs

You can use Job Costing to link receivings transaction lines, purchasing invoice
lines, and payables transactions to jobs. Because each of these transactions can be
linked to more than one job, you must distribute the other expenses included in
these transactions.

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For example, suppose the receivings transaction displayed in the following

Receivings Transaction Entry window has the first line linked to one job, and the
second line linked to another job. The extended costs from the lines are applied to
the jobs. However, the receivings transaction also includes other expenses—tax,
freight, and miscellaneous charges. You must specify how those charges should be
distributed among the jobs linked to this receivings transaction.

Job Costing includes two methods for distributing expenses among jobs linked to
transactions.

Automatically through system settings When you set up system

preferences for Job Costing, you can specify if the default method for distributing
those costs and payment terms will be manual or by the number of jobs. You can
always change the distribution of these expenses, regardless of the default
distribution method you specify.

Refer to Defining Job Costing system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for more
information about these options.

Manually If you choose to distribute expenses manually, refer to Distributing

expenses among jobs on page 126 for information that describes the procedure.

To view distribution of the other expenses related to receivings transactions,

purchasing invoice transactions, or payables transactions, refer to Viewing job
distribution information on page 129.

Distributing expenses among jobs

Because you can link receivings transactions, purchasing invoices, and payables
transactions to various jobs, you need a method of splitting amounts—other than
extended line amounts—among jobs. Use the Job Distribution Entry window to
distribute expenses among jobs.

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Information about the transaction type and transaction number are displayed in the
Job Distribution Entry window. The information displayed depends on the window
used to open the Job Distribution Entry window. For example, if you open the
window through the Receivings Transaction Entry window, the Transaction Type
field in the Job Distribution Entry window will display “Receivings Transaction,”
and will display the receipt number in the Transaction Number field. Refer to the
table for information about what information is displayed in each field in the Job
Distribution Entry window, depending on the window used to open the Job
Distribution Entry window.

Window Transaction Type Transaction Number

Receivings Transaction Entry Receivings Transaction Receipt number
window
Purchasing Invoice Entry Purchasing Invoice Receipt number
window
Payables Transaction Entry Payables Transaction Voucher number
window

Job Costing settings include options for determining if expenses for linked elements
should be distributed manually, or if distributions should be calculated based on
the number of jobs an element is linked to. For example, suppose a receivings
transaction includes two lines and each line is linked to a different job. If your
system setting is “Number of Jobs,” then expenses would be split evenly between
the two jobs—as long as both jobs had transaction lists that included the transaction
for each kind of expense, such as Freight and Miscellaneous.

Refer to Job Costing system preferences in Chapter 5, “Manufacturing management

functions setup,” in the Manufacturing Setup documentation for more information
about specifying the default distribution method for Job Costing.

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To distribute expenses among jobs:

1. Open the Job Distribution Entry window.

You can open this window through the Additional menu in these windows:

Window Navigation
Receivings Transaction Entry Transactions >> Purchasing >> Receivings Transaction Entry
window (Type must be “Shipment/Invoice”.)
Purchasing Invoice Entry Transactions >> Purchasing >> Enter/Match Invoices
window
Payables Transaction Entry Transactions >> Purchasing >> Transaction Entry
window

2. Enter or select an expense type. The available expense types will depend on the
window open when you selected Job Distribution Entry from the Additional
menu.

Refer to the table for more information.

Window Available expense types

Receivings Transaction Entry Freight, Miscellaneous, Tax, Terms Discount, Trade Discount
Payables Transaction Entry Freight, Miscellaneous, Purchases, Tax, Terms Discount,
Trade Discount
Purchasing Invoice Entry Freight, Miscellaneous, Tax, Terms Discount, Trade Discount

When you select an expense type, information about all jobs linked to the
specific transaction number will be displayed in the scrolling window.
Information in the Amount to Apply column in the scrolling window will show
the amount that has been applied to each job, based on default settings or
previously saved distributions.

3. Review distribution information to determine if amounts should be

redistributed. If your system is set up to distribute expenses by the number of
jobs, you have the following options. (If you’re distributing all expenses
manually, just reenter the distribution amounts in the scrolling window.)

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• To redistribute amounts for only the selected expense type, choose the
Redistribute Displayed Amounts icon button—located in the upper right
corner of the scrolling window. Enter the new distribution amounts directly
in the scrolling window.

• To redistribute amounts for all expense types, choose Redistribute All

Amounts. Enter new distribution amounts directly in the scrolling window.

The total of all amounts in the Amount to Apply column is displayed in the
Total Amount Applied field. The total amount that can be applied is displayed
in the Amount field. The Total Amount to Apply can’t be greater than the
Amount.

4. Repeat steps 2 and 3 until the distribution amounts are appropriately split.

5. When you’ve finished, choose OK and close the window.

Viewing job distribution information

Use the Job Distribution Inquiry window to view information about how expenses
related to receivings transactions, payables transactions, and purchasing invoices
are split among jobs.

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To view job distribution information:

1. Open the Job Distribution Inquiry window.

You can open this window through these windows:

Window Navigation
Receivings Transaction Inquiry >> Purchasing >> Purchase Order Documents >>
Inquiry Zoom window select at least one Include option >> Redisplay button >>
select a shipment or shipment/invoice >> Receipt No. link >>
Additional >> Job Distribution Inquiry
Purchasing Invoice Inquiry Inquiry >> Purchasing >> Purchase Order Documents >>
Zoom window select at least one Include option >> Redisplay button >> PO
Number link >> Additional >> Job Distribution Inquiry; or
Inquiry >> Purchasing >> Transaction by Document >> click
Document Number column >> Additional >> Job
Distribution Inquiry
Receivings Transaction Inquiry >> Purchasing >> Transaction by Vendor >> click
Inquiry Zoom window Document Number column >> Additional >> Job
Distribution Inquiry

Information about the Transaction Type and Transaction Number are displayed
when the Job Distribution Inquiry window opens. The information displayed
depends on the window used to open the Job Distribution Inquiry window.

Window Transaction Type Transaction Number

Receivings Transaction Receivings Transaction Receipt number
Inquiry Zoom window
Purchasing Invoice Inquiry Purchasing Invoice Receipt number
Zoom window
Payables Transaction Inquiry Payables Transaction Voucher number
Zoom window

2. Enter or select an expense type.

3. Review information. When you’ve finished, close the window.

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Manufacturing order links to jobs

When you link a manufacturing order to a job, all financial information associated
with that manufacturing order is linked to the job, as well. For example, when you
close a manufacturing order, the transactions automatically are linked to the job. If a
manufacturing order linked to a job includes outsourced sequences and you create a
purchase order for the outsourced services, the purchase order will be linked to the
job.

If you’re linking manufacturing orders as you create them, the easiest way to link a
manufacturing order to a job is through the right-click menu. You can use the menu
to link a manufacturing order to a job. You also can open the Job Maintenance
window and Job Link Maintenance window through the menu. Refer to Job Costing
right-click menu on page 121 for more information about the right-click menu.

You also can link manufacturing orders to a job using the Job Link Maintenance
window. Refer to Linking an element or transaction to a job on page 115 for more
information.

The following table describes the combinations of manufacturing order statuses and
job statuses that can be linked.

Manufacturing order status Job status

Quote/Estimate Planned, Firmed, Released
Open Planned, Firmed, Released
Released Firmed, Released
Hold Released
Canceled Released, Complete
Complete Released, Complete
Partially Received Released, Complete
Closed Released, Complete

If a manufacturing order is linked to a job, a job number will be displayed when you
view information about the manufacturing order in the Manufacturing Order Entry
window.

As you’re working with links between manufacturing order line items and jobs, you
should be aware of the following information.

Manufacturing order receipts history When linking a manufacturing order

receipts history line item to a job in the Job Link Maintenance window, these line
item details also are linked to the job.

• Material
• Fixed material overhead
• Variable material overhead
• Labor
• Fixed labor
• Variable labor
• Machine
• Fixed machine overhead
• Variable machine overhead

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You cannot link multiple receipts from the same manufacturing order to different
jobs.

Manufacturing order material history When linking a component

transaction entry history line item to a job in the Job Link Maintenance window,
these line item details also are linked to the job.

• Material
• Fixed material overhead
• Variable material overhead

If an inventory transaction record associated with the pick document for standard
cost line items is not found, the material transaction only will be created.

Sales order links to jobs

If you’re using Job Costing, you can link sales orders to a job. Each sales order can
be linked to only one job, but you can link as many sales orders to a job, as needed.
When you link a sales order to a job, the history of the sales document also is linked
to the job. For example, if you link a quote sales document to a job and then transfer
the quote to an order, the quote sales document will be linked to the job as a sales
history document, and the sales order automatically will be linked to the job.

The easiest way to link a sales order to a job is through the right-click menu in the
Sales Transaction Entry window. You can use the menu to link a sales order to a job,
and then link it to a different job. You also can open the Job Maintenance window
and the Job Link Maintenance window through the menu. Refer to Job Costing right-
click menu on page 121 for more information about using the right-click menu.

You also can link line items to a job using the Job Link Maintenance window. Refer
to Linking an element or transaction to a job on page 115 for more information.

This table describes the combinations of sales order statuses and job statuses that
can be linked:

Sales order document type Job status

Quote Planned, Firmed, Released
Order Released
Invoice Released
Return Released
Backorder Released

If one sales order line is linked to a job, all lines for that sales order are linked to the
job. When you transfer a sales document that’s linked to a job, the document type
you’re transferring the sales document to and the status of the job must be a
combination that can be linked. For example, if you have a quote sales document
linked to a job and you need to transfer the quote to an order, you must first be sure
that the status of the job is Released—because only jobs that have Released status
can be linked to order-type sales documents. If you link a sales order to a job and
then auto-generate a manufacturing order for that sales order, that manufacturing
order also is linked to the job.

In the Job Link Maintenance window, only the cost of the line item being linked will be added
to the job. To add additional costs to the job, you can use the Job Costing Manual

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Transaction Entry window. Refer to Adding manual transactions to a job on page 114 for
more information.

When linking a sales order history line item to a job in the Job Link Maintenance
window, the following line item details also are linked to the job.

• Revenue
• Trade discount
• Freight
• Miscellaneous
• Tax
• Terms discount

Refer to Job statuses on page 84 for more information about job statuses.

If the status of the job isn’t Released, you must change the status of the job to
Released before you can transfer the sales document to the order type.

Refer to Microsoft Dynamics GP Sales Order Processing documentation for more

information about transferring sales documents.

Purchase order links to jobs

If a purchase order line is linked to a job, a visual cue—a small link icon—will be
displayed in the scrolling window in the Purchase Order Entry window. The icon
also is displayed in the Purchasing Item Detail Entry window.

You also can link purchase orders to a job using the Job Link Maintenance window.
Refer to Linking an element or transaction to a job on page 115 for more information.

Refer to Blanket purchase orders and job costing on page 134 for more information about
how using blanket purchase orders affects Job Costing.

This table describes the combinations of purchase order line statuses and job
statuses that can be linked.

Purchase order line status Job status

New Planned, Firmed, Released
Released Released
Change order Released
Received Released
Canceled Released or Completed
Closed Released or Completed

As you’re working with links between purchase order lines and jobs, you should be
aware of the following information.

On-hold or Canceled statuses You can’t link or unlink a purchase order line
to a job that is on hold or canceled. However, you can link a purchase order line to a
job if the purchase order is on hold.

History lines You can’t link purchase order history lines to a job, but purchase
order history lines might be linked to a job if the purchase order lines were linked to
a job before the lines were moved to history.

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Item types You can link any purchase order line item to a job, regardless of the
item’s type. You can even link and unlink items that don’t exist in the Inventory
module.

Standard and drop-ship purchase orders You can link a purchase order line
to a job regardless of whether the purchase order is a standard or drop-ship
purchase order.

Deleting or voiding purchase orders or lines The user who deletes the
order or lines must have authority to unlink elements from a job. Refer to
Restrictions for removing links to jobs on page 116 for more information about
requirements for unlinking elements from a job.

If you void a purchase order and are keeping history, information about the voided
purchase order is moved to history and is still linked to the job. If you void a
purchase order and aren’t keeping history, you must have authority to unlink the
purchase order line from the job.

Refer to Defining Job Costing system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for more
information about Job Costing setup options. Refer to Process security in Chapter 2,
“Security,” in the Manufacturing Setup information for more information about
process security.

Blanket purchase orders and job costing

Additional rules apply if you’re using blanket purchase orders and Job Costing.

For information about how job costing links work with purchase orders that are not blanket
purchase orders, refer to Purchase order links to jobs on page 133.

How links work

When you create a new line item for a blanket purchase order, any job costing links
that have been assigned to the control line of the purchase order automatically will
be assigned to the blanket line item. After the blanket line item has been created,
rules for modifying it are the same as they would be for any other purchase order
line that is linked to a job.

If you change the job link for the control line of a purchase order, however, the
change will not be reflected in blanket line items that already exist on the purchase
order.

Deleting blanket purchase order lines

If a control line has any blanket line items that are linked to a job, you can’t delete
the purchase order.

If a control line is linked to a job, you can delete it only in the following situations:

• The control line is linked to a job, but it has no blanket line items.

• The control line is linked to a job, but none of its blanket line items are.

If you try to delete a blanket line item, a message will be displayed, warning you
that deleting the line also will remove the link to the job. You’ll have the option to
continue or cancel.

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Receiving links to jobs

If a receivings transaction line is linked to a job, a visual cue—a small link icon—
will be displayed in the scrolling window in these receivings windows:

• Receivings Transaction Entry window

• Receiving Item Detail Entry window
• Receivings Transaction Inquiry Zoom window
• Receivings Item Inquiry Zoom window

You also can link transactions to a job using the Job Link Maintenance window.
Refer to Linking an element or transaction to a job on page 115 for more information.

When you link a receivings transaction to a job, you can capture information about
several kinds of expenses related to the transaction, whenever the transaction is
posted:

• Extended cost of each receivings transaction line

• Trade discount
• Freight
• Miscellaneous
• Tax
• Terms Discount Available

The extended cost of each transaction line automatically is captured for a single job.
However, because the other lines in the receivings transaction might be linked to
other jobs, you can distribute the other expenses of the receivings transaction—
freight and miscellaneous costs, for example—among several jobs, if the receivings
transaction is a Shipment/Invoice. When you link a history transaction line item in the
Job Link Maintenance window, only the cost of the line item being linked will be
added to the job. To add additional costs to the job, you can use the Job Costing
Manual Transaction Entry window. Refer to Adding manual transactions to a job on
page 114 for more information.

Refer to the table below for more information about the transactions that are
captured for the job when a receivings transaction is posted.

Receivings transaction type: Line value: Job transaction type:

Any Sales Inventory or Discontinued. Receiving Transaction Material
Any Non-inventoried but linked to a job. This Receiving Transaction Non-inventoried
might be purchase of non-inventoried items,
or the expenses related to the purchase of
inventory items (miscellaneous, service, or
flat-fee expenses).
Shipment/Invoice Trade Discount, distributed in the Job Receiving Transaction Trade Discount
Distribution Entry window.
Shipment/Invoice Freight, distributed in the Job Distribution Receivings Transaction Freight
Entry window.
Shipment/Invoice Miscellaneous, distributed in the Job Receivings Transaction Miscellaneous
Distribution Entry window.
Shipment/Invoice Tax, distributed in the Job Distribution Entry Receiving Transaction Tax
window.
Shipment/Invoice Terms Discount, distributed in the Job Receivings Transaction Terms Discount
Distribution Entry window.

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To reflect costs from these transactions in the financial information for a job, each
transaction type must be part of the transaction list assigned to the job, and must be applied
to the job.

You can choose to distribute the costs manually—specifying how much of the other
expense should be applied to each job—or you can choose to distribute the costs by
the number of jobs—so that other expenses are shared equally between all jobs
linked to a receivings transaction.

Refer to Defining Job Costing system settings in Chapter 5, “Manufacturing

management functions setup,” in the Manufacturing Setup documentation for more
information about system settings that determine how distributions are to be made.
Refer to Manually applying a transaction to a job on page 118 for more information
about manually distributing costs among jobs.

As you’re working with links between receivings transactions and jobs, you should
be aware of the following information.

Job status To link a receiving transaction to a job, the status of the job must be
Released. The job can’t be on hold or canceled.

Receivings transactions for linked purchase order lines When a

receivings transaction is created for a purchase order line already linked to a job, the
receivings transaction automatically is linked to the job. In this case, the link will be
formed regardless of the status of the job, and regardless of whether the job is on
hold or canceled.

You can use the right-click menu to link a receivings transaction line to a job other than the
job that the purchase order is linked to.

Receivings Transaction History When linking a receivings transaction

history line item to a job in the Job Link Maintenance window, these line item
details also are linked to the job.

• Material
• Non-inventoried

Item types You can link any receivings transaction to a job, regardless of the
item’s type. You can even link and unlink items that don’t exist in the Inventory
module.

Costing method When a receivings transaction is applied to a job, the actual

costs of the transaction are applied to the job, regardless of whether the item
received is periodically or perpetually valued.

Unlinking a receivings transaction from a job You can’t unlink a

receivings transaction from a job if the job is closed, on hold or canceled.

Deleting a linked receivings transaction or transaction line Users who

attempt to delete a receivings transaction that includes linked lines must have
authority to unlink elements from a job. Refer to Restrictions for removing links to jobs
on page 116 for more information.

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Purchasing invoice links to jobs

When you link a purchasing invoice line to a job, you can capture information about
the following kinds of expenses related to the transaction, whenever the transaction
is posted.

• Extended cost of each purchasing invoice line

• Trade discount
• Freight
• Miscellaneous
• Tax
• Terms Discount Available

You can link transactions to a job using the Job Link Maintenance window. Refer to
Linking an element or transaction to a job on page 115 for more information.

The extended cost of a purchasing invoice line is distributed to the job or jobs linked
to it, based on the number of units invoiced for each job. For example, suppose a
manufacturer ordered 100 widgets for use in various jobs. The widgets are received
in three transactions: one for 50 widgets for Job A, another for 30 widgets for Job B,
and a third for 20 widgets for Job C. Then a purchasing invoice is created and
matched to the three receivings transactions. In this case, 50 percent of the extended
cost of the widgets would be applied to Job A because that job received half of the
order quantity. Thirty percent of the extended cost would be applied to Job B and 20
percent would be applied to Job C.

The other expenses that are part of the purchasing invoice—trade discount, freight,
miscellaneous, tax, and terms discount—can be distributed among all jobs linked to
the purchasing invoice. Refer to Expense distributions to jobs on page 125 for more
information. When you link a history transaction line item in the Job Link
Maintenance window, only the cost of the line item being linked will be added to
the job. To add additional costs to the job, you can use the Job Costing Manual
Transaction Entry window. Refer to Adding manual transactions to a job on page 114
for more information.

As you’re working with links between purchasing invoice lines and jobs, you
should be aware of the following information.

Job status To link a purchasing invoice to a job, the status of the job must be
Released. The job can’t be on hold or canceled.

Item types Purchasing invoice lines can be linked to jobs regardless of the Item
Type on the line. This includes purchasing invoice lines for items that are not in
Inventory.

Purchasing invoice history When linking a purchasing invoice history line to

a job in the Job Link Maintenance window, these transactions also are linked to the
job.

• Material
• Non-inventoried

Drop-ship purchase orders When a purchasing invoice is created for a drop-

ship purchase order line that is linked to a job, the purchasing invoice line
automatically is linked to the job, regardless of the status of the job and regardless of
whether the job is on hold or canceled.

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You can link a purchasing invoice line to a different job only if the purchasing
invoice line is for a drop-ship purchase order line.

Payables transaction links to jobs

If you’re using Job Costing, you can link payables transactions to jobs. For example,
you might need to do this if you’re paying for a purchase made without a purchase
order.

You can link each payables transaction to more than one job, and you can link an
unlimited number of payables transactions to a job. However, you can link payables
transactions only to jobs that have Released status.

You can link payables transactions in the Payables Transaction Entry window
(Transactions >> Purchasing >> Transaction Entry) by choosing Job Distribution
Entry from the Additional menu. You also can link transactions to a job using the
Job Link Maintenance window. Refer to Linking an element or transaction to a job on
page 115 for more information.

In the Job Link Maintenance window, only the cost of the line item being linked will be added
to the job. To add additional costs to the job, you can use the Job Costing Manual
Transaction Entry window.

When linking a payables transaction line item to a job in the Job Link Maintenance
window, the following line item details also are linked to the job.

• Revenue
• Trade discount
• Freight
• Miscellaneous
• Tax
• Terms discount

Inventory transaction links to jobs

If you’re using Job Costing, you can link an inventory transaction line to a job. You
might need to do this if you’re transferring materials from inventory for use in a job,
for example.

You can link each inventory transaction line to only one job, but you can link an
unlimited number of inventory transaction lines to a job. You can link lines in a
single inventory transaction to different jobs, and you can link adjustment or
variance transaction lines to jobs. However, you can link inventory transaction lines
only to jobs that have Released status.

To link inventory transaction lines in the Item Transaction Entry window

(Transactions >> Inventory >> Transaction Entry) you can use the right-click menu.
Refer to Using the right-click menu to create links to jobs on page 122 for more
information. You also can link these elements to a job using the Job Link
Maintenance window. Refer to Linking an element or transaction to a job on page 115
for more information.

138 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
 C H A P T E R 1 5 JOB LI NK D E T AIL S

When linking an accounts receivable transaction that’s been moved to history to a

job in the Job Link Maintenance window, the following details also are linked to the
job.

• Material
• Fixed material overhead
• Variable material overhead
• Labor
• Fixed labor overhead
• Variable labor overhead
• Machine
• Fixed machine overhead
• Variable machine overhead

If an inventory transaction record for standard cost is not found, the material detail
only will be created.

Receivables transaction links to jobs

If you’re using Job Costing you can link receivables transactions to a job. For
example, you might need to do this if a customer pays you for a portion of a job for
which there is no sales order, such as a down payment, or a deposit to show intent
to continue a job.

You can link each receivables transaction to only one job, but you can link an
unlimited number of receivables transactions to a job. You can link any type of
receivables transaction—such as debit or credit memos, finance charges, or
returns—to a job, but the status of the job must be Released.

To link receivables transactions to jobs, you can use the right-click menu in the
Receivables Transaction Entry window (Transactions >> Sales >> Transaction
Entry). Refer to Using the right-click menu to create links to jobs on page 122 for more
information. You also can link these elements to a job using the Job Link
Maintenance window. Refer to Linking an element or transaction to a job on page 115
for more information.

In the Job Link Maintenance window, only the cost of the line item being linked will be added
to the job. To add additional costs to the job, you can use the Job Costing Manual
Transaction Entry window.

When linking an accounts receivable history line item to a job in the Job Link
Maintenance window, the following line item details also are linked to the job.

• Revenue
• Expense
• Trade discount
• Freight
• Miscellaneous
• Tax
• Terms discount
• Return discount

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Data collection links to jobs

If you’re using Job Costing, you can link data collection transactions to a job. You
might need to do this if you’re using data collection to capture information about
the labor or machine time that has been directed toward a specific job.

You can link each data collection record to only one job, but you can link an
unlimited number of data collection records to a job. Different types of data
collection information can result in different transactions linked to jobs. As you’re
working with links between data collection line items and jobs, you should be
aware of the following.

Labor data collection When linking a labor data collection line item to a job,
these line item details also are linked to the job.

• Actual labor
• Fixed labor overhead
• Variable labor overhead

Machine data collection When linking a machine data collection line item to a
job, these line item details also are linked to the job.

• Machine
• Fixed machine overhead
• Variable machine overhead

You can choose to apply an unlimited number of these amounts to the job.
However, the status of the job must be Released when the link is formed.

You can use the right-click menu—available in the Data Collection window
(Transactions >> Manufacturing >> WIP >> Data Collection)—to link data
collection records to jobs. Refer to Using the right-click menu to create links to jobs on
page 122 for more information. You also can link transactions to a job using the Job
Link Maintenance window. Refer to Linking an element or transaction to a job on
page 115 for more information.

Records from automatic data collection are linked to a job automatically if the
manufacturing order is linked to a job.

140 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
Chapter 16: Job summary
As transactions are applied to a job, you can view information about the total
expenses and revenues for a job. You can compare the estimated revenues and
expenses with actual amounts and you can view detailed information about the
sources of the revenue and expense amounts.

This information is divided into the following sections:

• Viewing job summary information

• Viewing job summary details

Viewing job summary information

Use the Job Maintenance window to see how applied expense and revenue
transactions affect the financial information of a job.

To view job summary information:

1. Open the Job Maintenance window.
(Cards >> Manufacturing >> Job Costing >> Job Maintenance)

2. Enter or select a job number.

3. Review the information, as needed.

4. When you’ve finished, close the window.

Viewing job summary details

Use the Job Maintenance window to access more detailed information about the
revenue and expense transactions that have been applied to a job.

To view job summary details:

1. Open the Job Maintenance window.
(Cards >> Manufacturing >> Job Costing >> Job Maintenance)

2. Enter or select a job number.

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PA RT 3 J O B C O S T I N G

• To view detailed revenue information, choose the expansion icon button on

the Actual Job Revenue field. The Actual Revenue by Code window will
open, showing the total amount of revenues—by revenue/expense code—
that have been applied to the job.

• To view detailed expense information, choose the expansion icon button on

the Actual Job Expenses field. The Actual Expenses by Code window will
open, showing the total amount of expenses—by revenue/expense code—
that have been applied to the job.

• To view detailed profit information, choose the expansion icon button on

the Actual Job Profit field. The Actual Profit by Code window will open,
showing information about the expenses and revenues—by revenue/
expense code—that have been applied to the job.

3. When you’ve finished reviewing information, close the window.

142 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
Glossary AQL table
See Acceptable Quality Level table.
Buyer ID
Code that identifies the person who
purchases the item from a supplier.
Acceptable Quality Level table ARCH BOM
A representation of testing standards and See Archived bill of materials. By-product
sample sizes. AQL tables include A finished good that is created incidentally
Archived bill of materials to another finished good.
information about appropriate sample sizes
A bill of materials stored in a separate area of
and the maximum number of pieces that can Child part
your computer system. Bills of material
fail inspection in an acceptable lot. You’ll might be archived as they become obsolete. See Component.
probably set up several AQL tables to reflect
different inspection standards for different Assemble to order Class
items. A type of manufacturing facility that puts a A method for grouping similar parts or
group of components together according to products.
Active routing customer specifications.
See Manufacturing order routing. Co-product
Back order See By-product.
Actual costing An order to be fulfilled when stock for items
An inventory tracking method that involves in shortage is replenished. Company data
constantly updating inventory each time an Company data is the information you enter
item is added or removed. Backflushing about your organization, such as its
A method of accounting for the use of applicants, employees, benefits systems,
Actual demand resources—labor and machine time, and training programs, and organizational
The total quantity of an item requested on all
items—based on standards you’ve defined. structure.
firm manufacturing orders. Transactions to account for the use of
backflushed resources are created when a Component
Actual expenses (Job Costing) Items used to build a product. Component
The total of all applied expense transactions manufacturing order is closed.
parts can be items (nuts, screws, diodes) or
linked to a job. Backward finite scheduling subassemblies (axles, circuit boards).
Actual margin (Job Costing) A scheduling method that starts from a due
date and works out a plan for the flow of Component transaction
A measure of the overall profitability of a A line on a pick document to allocate,
specific job. The actual margin for a job is work through the plant with the assumption
that there are only a limited number of reverse allocate, issue, reverse issue, scrap,
calculated by dividing the actual profit by
resources (machines and workers) available or reverse scrap components for a
the actual revenue, and then multiplying the manufacturing order.
result by 100. to complete the task.

Backward infinite scheduling CONFIG BOM

Actual profit (Job Costing) See Configured bill of materials.
The difference between actual expenses and A scheduling method that starts from a due
actual revenues for a job. date and works out a plan for the flow of Configuration data
work through the plant with the assumption In Bill of Materials, information about the
Actual revenues that the plant has unlimited machine and
product’s overall design. It includes the
The total of all applied revenue transactions worker capacity.
design authority for the product, the unit of
linked to a job. measure, and the revision level.
Batch cards
Allocate See Manufacturing order. Configured bill of materials
To reserve materials needed for a A bill of materials that is built by selecting
manufacturing order. Bill of materials
A list of the components and subassemblies options from a super bill of materials.
Alternate routing needed to build one unit of a product. The Configured cost
Any planning routing for an item other than bill of materials also shows quantities for
The calculated cost of building a specific
the primary routing. each component.
configured item, depending on the options a
Alternate work center Bill of operations customer selects. The configured cost reflects
A work center to which work can be shifted See Routing. the cost of the component items and the
if the customary work center for a specific labor required to manufacture the item.
task is not available. If the primary work Bin
A storage device to hold discrete items. Configured price
center is temporarily shut down, or if
The suggested price to charge the customer
demand exceeds the capacity of the primary Blanket purchase order for a configured item, based on your finished
work center, the work load can be shifted to
A purchase order that is delivered gradually goods price schedule and the selected
the alternate work center.
to the buyer. options.
Apply Bucket Configured routing
To add the amount of a revenue or expense
A time period used for calculating MRP A routing based on the selected options. For
linked to a job to the financial information requirements. Manufacturing supports daily, example, if you created a configured bill of
about the job. If a transaction isn't applied to
weekly, and monthly bucketing options. materials for office chairs and chose plastic
a job, its amount won't be reflected in the
components rather than wooden ones, the
overall financial information about the job. Buy items routing would be modified to exclude the
Applying transactions in Job Costing can Items that are supplied to your plant by a sequences for staining and varnishing the
happen manually or automatically. supplier. wooden components. Also known as a
“configured working routing.”

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Configured Working Routing Down day Engineering bill of materials

See Configured routing. A day when the facility—the entire shop A proposed bill of materials. Designs that are
floor or a specific work center—is not in only in the prototype stage of development,
Consume production. for example, may have engineering bills of
To use up the quantity that has been issued materials. In this way, the costs of producing
to WIP—for materials, labor time, or Drawing a design can be studied without impacting
machine time—for a manufacturing order. A schematic or other illustration. You can the material requirements that the system
“attach” electronic drawing files—such as generates.
Cost variance CAD illustrations, bitmaps and even .AVI
The difference between the actual costs—for movies—to records. Engineering change
materials, machine time and labor—and the management (ECM)
estimated costs for a manufacturing order. Drawing group The systems that a company has in place to
Cost variances can be positive or negative. A set of related drawing files. For example, a
ensure that changes to its product
drawing group might include several views
Customer record specifications are properly monitored.
of the same item.
A record that shows all the information you Engineering change order (ECO)
need to conduct sales transactions, such as Due date The second stage of the engineering change
address information, billing and shipping The date when the items on a sales order management process. An engineering
instructions, credit history and other data for should be ready to ship.
change order is a change that has been
that customer.
ECM approved for incorporation.
Cycle time See Engineering change management (ECM). Engineering change request (ECR)
The total amount of time it takes to make one
ECO The proposal stage of the engineering
part, such as setup time, labor time, machine change management process. An
time, queue time and move time. See Engineering change order (ECO).
engineering change request is a proposed
Default inventory site ECR change.
The location commonly used to store raw See Engineering change request (ECR).
Estimated expense
materials or finished goods. Either item A projection of the expenses for a job,
Defect code Item that can be bought or manufactured by entered in the Job Maintenance window.
An identifier for a particular type of item your company.
Estimated margin
failure. For example, if an item is too long Element A job costing calculation based on estimated
and fails a specification for length, you might An order or transaction that can be linked to revenues and estimated expenses for a
create a defect code called LENGTH. Defect
a job, such as a manufacturing order, a sales specific job. The estimated margin is
codes are used in Manufacturing reports to
order, a purchase order line, a receiving line, calculated by dividing the estimated profit
help summarize information. or inventory transaction. by the estimated revenues, and the
Denial code multiplying the result by 100.
Employee allocation
An identifier for the reason why an The assignment of workers to work areas. Estimated profit
engineering change request wasn’t
Each employee can be assigned an efficiency The difference between the estimated
approved.
rating for a particular task. The number of expenses and the estimated revenues for a
Destination routing hours per shift spent on a task can also be specific job.
A routing that you copy from another specified. Total scheduled employee hours
for the work center are also displayed. Estimated revenue
routing. You can add sequences to the A projection of the revenues for a job,
destination routing. Employee efficiency percentage entered in the Job Maintenance window.
Direct labor A ranking of how an employee performs a
given task. You can use this field different Exclusions (MRP)
The time spent by one or more production
ways, depending on how your organization A method of marking an item, site or item-
workers on filling a specific manufacturing
handles its employee efficiencies. Some site combination so it isn’t included in MRP
order. calculations.
organizations complete time studies of
Discrete item various tasks, and set task goals for workers Exclusions (Sales Configurator)
An item that is manufactured as a distinct based on those figures. Employees earn Options that are disallowed because of
unit. Examples of discrete items include efficiency ratings based on their ability to
another option selection.
computers, automobiles, and radios. meet those criteria. In other organizations,
the top producer is assigned a value of 100% Expensed floor stock
Disposition code (or less) and all other employees would be A bill of materials component that has been
An identifier for a method for handling ranked in comparison to the top producer. designated—regardless of its issue-to and
defective items. For example, you might issue-from sites—as a floor stock item. The
decide to scrap certain defective items, and ENG BOM cost of expensed floor stock is applied to an
might assign a SCRAP disposition code to See Engineering bill of materials.
expense account, rather than to the cost of
those items. the finished item. See also Floor stock.
Double-booking
A situation where a job might inadvertently
be charged twice for the same expense.

144 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
 G L O S S A R Y

Explode General ledger variance Issue-from location

To determine the total quantities of The difference between costs that have been The site where the components used in the
components needed for a manufactured added to WIP and the costs that have been manufacturing process are stored prior to
item. To explode a bill of materials, the removed from WIP for a specific beginning the manufacturing order, such as
quantity ordered is multiplied by the manufacturing order. with a vendor, or in a department, a
quantity used for each of its components. warehouse, or another plant.
Exploding continues throughout the bill of Header record
materials, so component requirements for The information that ties the pieces of a Issue-to location
subassemblies are also calculated. larger record together. For example, the The site where the finished product will be
header record of a routing includes stored prior to delivery to the customer, such
Filled order information about the type of routing, the as in a department, a warehouse, or another
An order that has had all its requirements routing name, the date the routing was plant.
met and can be closed. created and so on. This information ties
sequence records together to create one Item type
Finished goods routing record. A code to designate the accounting class for
An item that is manufactured for sale. Also, the item, such as inventory, discontinued,
the final products that a company sells. Hours per shift and misc. charge.
The amount of time per shift actually spent
Finite scheduling working on the assigned tasks. To determine Item-specific inventory
A scheduling method that assumes that hours available per shift, subtract any non- valuation
limited capacity for labor and machines is task related activities from the total number An accounting method that places a value on
available. of available hours. For example, if an each item that you produce, based upon
employee is scheduled for an eight-hour either standard cost or current cost.
Fixed order quantity
An order policy type that calculates order shift but has a one-hour meeting and two
Job
quarter-hour breaks that day, the total
size for a day’s requirements based on one or A series of business activities that, when
available time would be 6.5 hours.
more of these variables: standard order completed, will fulfill a high-level objective.
quantity, order increment size, minimum Inclusions
order size, and maximum order size. Job category
Option items automatically added to a
Groupings that you can create to organize
Fixed quantity configured bill of materials when a customer
the titles and descriptions of jobs within
The quantity of a component that is required selects a certain option. For example, a
your company. Each job category must
computer manufacturer might offer a
for each manufacturing order, regardless of include a set of values that can be used to
computer system in tan and black. If the
how many finished goods are produced with sort all jobs. For example, you might create a
the order. For example, if you use two customer selects the option for a tan
job category called REGION so you could
computer, the computer manufacturer might
widgets to calibrate equipment each time track jobs from specific geographical areas.
set up the super bill of materials so that the
you begin a new manufacturing order, the Values for that job category might be East,
fixed quantity for widgets would be 2 for the tan keyboard automatically is included as
West, North and South-or might be states,
part of the purchase.
finished good bill of materials. provinces, countries/regions or other areas.
Floor stock Indirect labor
Job costing element
The time spent on tasks that are not directly
A bill of materials component that uses the A type of element that can be linked to a job.
related to filling a specific manufacturing
same site for its issue-from and issue-to sites.
The cost of this type of floor stock is applied order. Examples of indirect labor include Job costing transaction
meetings and training. An instance of a job element that is linked to
to the cost of the finished item. See also
Expensed floor stock. a specific job, capturing information about a
Instruction sheet
specific revenue or expense associated with
Forecasted demand See Routing.
the job. Job costing transactions aren’t
An estimate of how much of an item should Infinite scheduling accounting transactions: they won’t affect
be produced over a specific period of time. A scheduling method that assumes that all the General Ledger or any subsidiary
required capacity for labor and machines is ledgers.
Forward infinite scheduling
A scheduling type based on a starting date always available.
Job order
for an order, with the assumption that the Invoice history See Manufacturing order.
plant has unlimited machine and worker The information tracked about past invoices.
capacity for the work order. Job transaction list
Invoice history allows you to determine
A selection of transactions to be applied to a
Full regeneration what historical information you will need for
specific job. You can use transaction lists to
An MRP process that recalculates your MRP tracking sales activity. History information
specify the kinds of transactions that should
can include transaction detail and/or
data, including all sales orders, purchase be applied to jobs, and to specify the
account distributions.
orders, sales forecasts, and manufacturing transactions to be applied automatically to
orders. See Net change regeneration. Issue jobs.
Functional currency A type of component transaction. When
Kit
The currency type (such as dollars or components are issued for a manufacturing
A group of finished items that compose a set.
order, they are removed from inventory and
pounds) used by your organization for its
added to WIP.
accounting. See also Originating currency.

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Labor code Machine time Material Requirements Planning

A code that is used to tie a job function to a The number of machine hours needed to A series of data collection and interpretation
specific pay grade. Usually, jobs requiring complete the operation. procedures that allow you to forecast
fewer skills have lower pay grades and are resource requirements over a specified time
compensated at lower rates. Jobs requiring Machine utilization period (days, weeks or months).
more skills or education have higher pay A measure of how much of the available
grades and higher pay rates. machine capacity is actually being used. For Maximum order size
example, if a machine is capable of One of the variables that can be used to
Labor time producing 100 items per eight-hour day and calculate order quantities for fixed or period
The number of employee hours required to you are only producing 80 items, the order quantity order policies. Maximum
complete the operation. machine utilization rate is 80 percent. order size puts a limit on the size of
automatically generated purchase and
Lead time Make item manufacturing orders. If demand is greater
The minimum amount of time required for An item that is produced by your plant. than the maximum order size, an additional
production of an item. order will be created.
Make to order
Location An order fulfillment method for made items. MFG BOM
A work site. Some businesses are organized When make-to-order items are sold, See Manufacturing bill of materials.
as a single company or division, but may manufacturing orders to build the items
have multiple sites. required to fulfill the manufacturing orders Minimum order size
are created. Manufacturing orders are used One of the variables that can be used to
Lot-for-lot to respond to specific sales orders. calculate order quantities for fixed or period
An order policy for ordering the exact order quantity order policies. It is similar to
quantity needed, provided that the order Make to stock standard order quantity, and is used in its
quantity is between the minimum and An order fulfillment method for made items. place if the standard order quantity is zero. If
maximum order quantities. When make-to-stock items are sold, the the standard order quantity is greater than
quantities required to fulfill the sales order zero, the standard order quantity supersedes
Lot-numbered item are taken from inventory quantities. the minimum order size.
Any inventoried item that is part of a group Manufacturing orders are used to keep
that is assigned a unique identifier, which inventory levels up so that sales orders can Module security
can be letters, numbers or a combination of be fulfilled. A way to see if other users are working with
letters and numbers. records that prevent you from completing
Manufacturing bill of materials certain processes. Module security also
Lot-number–tracked item The bill of materials used to build a parent
See Lot-numbered item. allows you to unlock records and remove
part in your organization. A manufacturing users from MRP.
Lot-sample size bill of materials is the “real” bill of materials,
The number of item units that should be and is used to figure material requirements Move in
for your organization. To adjust the due dates of existing
inspected to determine if a group of items
manufacturing orders and purchase orders
meets specifications. Manufacturing data sheets to meet potential shortages identified by
Lot-tracked item See Routing. MRP calculations. If MRP calculations
See Lot-number–tracked item. Manufacturing order uncover a shortage of an item and if there’s
A set of documents conveying the authority an existing order for the item in the future,
Low-level code the order will be flagged to be “moved in” to
to manufacture parts or products in specified
A code that identifies the deepest level an prevent the shortage.
item has in any bill of materials in your quantities. Manufacturing orders are also
called batch cards, job orders, production Move time
manufacturing records.
orders, run orders, shop orders, or work The number of hours needed to physically
Machine orders. move an item to the next operation.
Any tool, device or implement that you use
in your manufacturing process.
Manufacturing order receipt MRP
A document where material, labor, and See Material Requirements Planning.
Machine allocation machine costs in WIP are applied to finished
The assignment of a machine to a work area. goods that are received in inventory. Costs MRP shortage
Each allocation record displays available for backflushed materials, labor, and A lack of resources to produce the required
machine hours, the efficiency rating, and machine time also are applied to the finished amount of an item to fill outstanding orders.
utilization rate for that machine. Total goods cost. Manufacturing orders can be entered
scheduled machine hours for the work regardless of current stock of available
center are also displayed.
Manufacturing order routing materials.
A routing used to complete a specific
Machine definition manufacturing order, which includes all the
The record of a machine in your plant that necessary requirements to fill the order, such
allows you to track statistics for each as workers, machine time, and raw
machine, including vendor information, materials. Also known as “manufacturing
warranty period, and operating costs. routing.”

Machine efficiency Manufacturing picklist

A measure of how a machine is suited for a A list of the items and quantities of items
specific task. The higher the efficiency rating, that are required to fill a manufacturing
the more effectively the machine works. order.

146 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
 G L O S S A R Y

Multi-level bill of materials Operation list Outsourcing work center

A bill of materials that lists all the See Routing. A work center where outsourced services are
components directly or indirectly involved performed. An outsourcing work center can
in building the parent part, together with the Operations sheets be on-site or can be at the vendor site.
required quantity for each item. For See Routing.
example, if a subassembly is used in the Overhead
Option Costs incurred that cannot be directly related
parent part, the multi-level bill of materials
In sales configurator, an option is one of the to the products or serviced produced. These
will show all the components needed to
available choices for some aspect of a costs, such as light, heat, supervision, and
build the subassembly, including purchased configured item. For example, a computer
parts and materials. See also Single-level bill maintenance can be grouped and distributed
manufacturer might offer 15-, 17- and 21- to units of products or services by some
of materials.
inch monitors as options for a computer. standard allocation method.
Negative WIP Option bill of materials
The situation that occurs if you enter and Parallel routing
A bill of materials for a component A routing that includes some routing
post a manufacturing order receipt where signifying that the component won’t be
more is consumed from WIP than was in sequences that run concurrently.
identical in all finished products.
WIP for the manufacturing order. When Parent part
finished goods are received into inventory Option category An item built from the component parts. A
before materials have been issued to the A group of related items that customers can parent part can be a subassembly or a final
order or before labor or machine time data choose from, such as various sizes of product.
collection transactions have been completed, computer monitors.
this can occur. You must set up Pegging
Manufacturing Order Processing to be able Option setting To trace an item requirement through the
to enter receipts that would cause negative A setting that controls the information that MRP system to find the source of the
WIP. appears on a report, such as sorting method, requirement quantity. Pegging will reveal
detail level, and range restriction. whether a requirement is driven by a
Net change regeneration manufacturing order, sales order, purchase
An MRP process that updates MRP Order increment
order or picklist.
information based on changes to A variable that can be used to calculate order
manufacturing orders, sales orders, purchase quantities for fixed or period order quantity Period order quantity
orders, and inventory quantities. See also Full order policies. The order increment is the An order policy type that calculates order
regeneration. number of item units that can be added to size for requirements for a period you
the standard order quantity to increase the specify, based on one or more of these
Nettable item order size to meet demand. variables: standard order quantity, order
An item, site or item-site combination that is
Order policy increment size, minimum order size and
included in MRP calculations.
A method for calculating the order sizes of maximum order size.
Non-nettable item automatically generated purchase and Periodic costing
Any item, site, or item-site combination that manufacturing orders. Manufacturing See Standard costing.
is not included in MRP calculations. includes three order policies: lot-for-lot,
fixed order quantity and period order Periodic inventory
Non-Standard Report quantity. An inventory tracking method that involves
A report for internal use that summarizes taking inventory on a recurring basis, such
information about defects identified in a Originating currency as monthly, quarterly or yearly. This is the
group of items. An NSR might also include The alternate currency that a multicurrency same as “standard” costing.
information about the disposition of the transaction was conducted in. See also
defective items. Functional currency. Perpetual inventory
An inventory tracking method that involves
NSR Outsourced item constantly updating inventory each time an
See Non-Standard Report. A finished good that requires one or more item is added or removed.
outsourced services.
Op code Phantom bill of materials
See Operation code. Outsourced service A bill of materials used to describe the
A service that is part of manufacturing components of a parent part that will be built
Operation processes that is purchased from a vendor.
A specific task within the manufacturing as part of a higher-level parent part. The
process. You can use operations as templates Outsourcing term “phantom” is used to indicate that the
for routing sequences. The practice of using outside vendors to part never really exists as a stocked item, but
is built along with the production of the
perform certain manufacturing tasks.
Operation chart higher-level part that is driving an overall
See Routing. Outsourcing routing production order. Creating bills of materials
A routing that includes one or more as phantoms allows the manufacturing order
Operation code sequences that are completed by an picklist and the Material Requirements
A code assigned to a particular task within outsourcing vendor. Planning (MRP) features to explode through
the manufacturing process. For example, in a the phantom item down to the lower-level
company that makes electrical components, Outsourcing vendor parts.
the operation code for testing the validity of A vendor that you purchase outsourced
a certain characteristic might be “110.” Also, services from.
op code.

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Pick document Promise date Record

A group of component transactions that The date that the customer has been told to A group of computer data tied together by a
share a type such as Allocate, Issue, Reverse expect receipt of the order. common key. (All of one item's
Issue, and that are posted together. A pick information—from quantity and site
document can include component Promotion information to engineering data to bill of
transactions for multiple manufacturing Special pricing offered on a particular option materials data—is the item's record.)
orders, items, or sites. for a configured item.
Reference designator
Picklist A special pricing offered on a particular
Information that specifies where
A list of the items and quantities of items option for a configured item. components should be used in an assembly,
that are required to fill a manufacturing Purchase order such as the placement of four resistors on a
order. A formal request for goods or services. The printed circuit board.

Planner code purchase order shows the quantity of goods Regular bill of materials
ordered, expected receipt date, and supplier
A code that identifies the individual A simple, single-level bill of materials.
responsible for the production of the item. name. The purchase order may also include
other information pertaining to the delivery Replaced item
Planning routing of the item, such as Free On Board (F.O.B.) An item in a mass update to bills of materials
A routing used to determine resource points. that is removed from bills of materials. A
requirements for a potential manufacturing replacement item might or might not be
order. If negotiations with the customer are
QA Required substituted for the replaced item.
successful, the planning routing can be A designation for purchased items that must
pass a quality inspection before being added Replacement item
converted into an active routing and used to
to your inventory. An item in a mass update to bills of materials
fill a manufacturing order.
that is added to bills of materials. A
Pointer routing Quantity damaged replacement item might be an addition to a
The total items, if any, damaged during
A pointer routing is used to outline a series bill of materials, or might be a substitution
of steps that are common to all items shipping. for a replaced item.
produced by your plant. For example, if each Quantity ordered
item needs to be tested by quality assurance, Return
The amount of the item requested on a single
packaged and shipped, a routing can be An item or merchandise returned by a
purchase order. customer to your company. A return
defined to cover these steps for all items that
you manufacture. Quantity received decreases the customer's balance on account
The amount of the item received from the and, if you choose, increases inventory
Post-to site supplier. quantities.
The site where the finished product will be
stored prior to delivery to the customer. This Quantity to fill Revalue
location can be a department, a warehouse, An amount of a product that was ordered To finalize rolled-up standard cost changes.
or another plant. but has not been received. Revaluing replaces existing standard cost
information with new standard cost
Primary routing Query information, which is used in your
A routing that provides the instructions for A search through a specific set of records for accounting processes. As you change your
building an item. It is a basis for scheduling certain information. standard cost information, you might roll up
and resource estimates. The primary routing costs several times, but probably will revalue
information is used to determine the Queue time items only at certain points.
required lead time for manufacturing the The number of hours spent waiting for the
product. Each item can have only one active operation to begin. Revenue/expense code
primary routing. A short identifier used to categorize
Quick manufacturing order expenses and revenues linked to a job.
Process security A manufacturing order that doesn’t require
A type of security that allows you to restrict you to collect information about labor and Reverse allocate
access to certain procedures or processes machine time and material costs when the A component transaction type where items
within Manufacturing. order is closed. that have been allocated to a manufacturing
order are unallocated. See also Allocate.
Process security set Quote
A password or list of user IDs you define to A company’s offered price for an item that a Reverse Issue
restrict authority for completing a customer or a potential customer has A component transaction type where
Manufacturing process. You can use one requested. Quotes can be transferred to components that were issued to a
process security set for all restricted another document type, deleted or voided. manufacturing order (which removes them
procedures, or you can create different from inventory and adds them to WIP) are
Raw materials removed from WIP and put again in
process security sets for different procedures. Items used to build products. They can be inventory. See also Issue.
Production variance individual items like nuts, screws and
The difference between the actual and diodes, or they can be subassemblies. Reverse Scrap
estimated costs for a manufacturing order, A component transaction type where
based on the working routing, the picklist, components that were scrapped for a
and labor and machine codes. manufacturing order are restored to the
issued (and not scrapped) quantity for the
order. See also Scrap.

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Roll up Sampling Shipping method

To apply calculations based on changes to A statistical process of selecting a portion of The manner in which the items are
standard cost information to items. If you a large group of items to be inspected. From transported from the supplier to the
change the cost of a raw material that is part the sample you select—and your inspection manufacturer. Examples of shipping
of several subassemblies and finished goods, results for the sample—you can draw methods include FedEx, rail, air freight, etc.
“rolling up” that change will result in inferences about the overall quality of the
calculations that will determine the new entire item quantity. Shop calendar
standard costs of the subassemblies and A calendar of up and down days—days
finished goods. SCAR when the plant is in production and when it
See Supplier Corrective Action Request. isn’t—for an entire manufacturing facility.
As you change your standard cost
information, you might roll up costs several Scheduling data Shop order
times, but probably will revalue items only The lead time needed to manufacture an See Manufacturing order.
at certain points. item on a bill of materials and the amount of
scrap materials produced by the Shop rate
Routing manufacturing process. The average pay rate for the pay grade. It is
A detailed set of instructions that describes the figure that is used when labor costs are
how to create a particular item. Routings Scheduling preference estimated for a manufacturing order.
include operations to be performed, the A user preference that controls the allocation
of resources to a particular manufacturing Shrinkage
scheduling sequence, machines and work
order. Scheduling preferences identify The loss of materials. You might have raw
centers involved, and hours required for
additional resources that may be available material shrinkage—such as when some
setup and run times. Routings also can
and define waiting periods for a sequence. component items are defective and can't be
include information about tooling, operator
used in manufacturing—or you might have
skill levels, inspection needs, testing
Scrap parent part shrinkage—such as when not all
requirements, and so on.
A component transaction type where manufactured items meet your product
In engineering change management, a components that are issued to a standards.
routing is a list of users who must review an manufacturing order are flagged to be
engineering change request before it scrapped. Scrapped component costs are Single-level bill of materials
applied to the manufacturing order costs, A bill of materials that lists components and
becomes a change order, and who must
review a change order before it's finalized. but the quantities aren’t. subassemblies, including the quantities of
each, that make up the parent part. See also
Routing preference Sequence number Multi-level bill of materials.
An individual user choice on how A number assigned to a particular step in a
information is displayed or processed for routing. Each step (or sequence) represents Site
an operation in the manufacturing process. A location that you have defined for storing
update in the routings subsystem.
Preferences can control such actions as The sequence number controls the order in items. A site could be a department, a plant,
which steps are executed. or a warehouse. The number of sites
substituting one description for another or
depends on your organizational structure.
appending work center operations notes on
to routing notes.
Serial-numbered item
An inventoried item that is assigned a Source routing
Routing sequence unique identifier, which can be letters, A previously defined routing that contains
A single step in the manufacturing process. numbers, or a combination of letters and one or more steps that you want to use in a
numbers. new routing.
Some routings will contain multiple steps
while others will have only a single step. Standard cost variance
Examples of a sequence include assembly,
Serial-number–tracked item
See Serial-numbered item. The difference between the actual costs for a
painting, drying, etc. manufacturing order for a standard cost
Routing sheets Serial-tracked item, and the standard cost of the item.
See Serial-numbered item.
See Routing. Standard costing
Run labor code Setup cost An accounting method used by some
The cost of preparing a work area for businesses to value their inventories. A
A labor code that identifies the skill
production. Setup costs might include the company that uses standard costing—also
requirements to perform the operation as
defined. cost of calibrating machines or gathering the known as “periodic costing”—revalues its
necessary tools and resources. inventory periodically to reflect significant
Run orders changes in the cost of its items.
See Manufacturing order.
Setup labor code
A labor code that identifies the skill Standard order quantity
Sales order requirements for the person preparing the A variable that can be used to calculate order
A request for goods or services. Sales orders work area prior to performing the quantities for fixed or period order quantity
can be Open (ready to be filled) or Planned manufacturing task. order policies. It is similar to a minimum
(hold pending credit check or other criteria). order quantity, requiring no less than a set
Setup time amount for an order, but it can be increased,
The number of hours needed to prepare the either by increments or multiples of the
work area prior to the operation. standard order quantity.
Ship date
The date when a sales order leaves your
warehouse or office.

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Subassembly Unmet forecasted demand

A part that is both a component and a parent The difference between forecasted demand
part. An assembly that is used in the (the anticipated amount of an item that will
manufacture of a higher-order assembly. be required to meet projected orders) and
actual production.
Super bill of materials
A list of all the component items that can Up day
possibly be included the bill of materials for A day when the facility—the entire shop
a finished item. For example, a computer floor or a specific work center—is in
manufacturer might develop a super bill of production.
materials that includes several options for
hard disks, RAM, monitors, keyboards, mice User-defined field
and other peripherals. No computer can A field that can be used to track information
include all the options, but all the options specific to your company.
must be included in the super bill of Valuation method
materials.
The process used to track inventory value
SUPER BOM (FIFO Perpetual, FIFO Periodic, LIFO
See Super bill of materials. Perpetual, LIFO Periodic, Average
Perpetual).
Supplier
A person or company that supplies goods or Variance
services to a manufacturer. The difference between two values, such as
the difference between estimated and actual
Supplier Corrective Action expenses.
Request
A formal report to be sent to a supplier to
Where used
A Manufacturing query that scans your bills
involve the supplier in resolving problems
of materials and routings to find where
with defective parts. SCARs describe the
items, machines and other things you’ve
problems you’ve found—including item
numbers, lot numbers, dates and test defined are used. If you performed a “where
used” search for all items in your plant that
results—and might outline possible areas for
use a certain machine, for instance, the
the supplier to research to prevent the defect
from recurring. Suppliers usually are system would generate a list of all items that
have a step involving that machine.
required to respond to the SCAR reports
with information about the cause of the Window security
defect and the steps to be taken to prevent its A system that allows you to specify which
recurrence. windows each user in your organization will
Template be able to use.
A routing outline that you can use to quickly WIP
and efficiently build new routings. Each time See Work In Process (WIP).
you need to create a new routing, you can
customize the template and give it a unique Work center
routing name. A self-contained unit of the manufacturing
process, or an entire plant. A work center
Time fence might be an assembly area, a shipping and
The minimum amount of time required for receiving area or a painting area. Machines
production of an item. When MRP is used to and employees are the main components of
create planned manufacturing orders or work centers.
purchase orders, the orders automatically are
scheduled outside the time fence. Work center calendar
A calendar of up and down days—days
Total costs when the plant is in production and when it
The cumulative total of all expenses isn’t—for a specific work center.
associated with a manufacturing order, plus
any overhead that might not be directly Working routing
connected to the order. See Manufacturing order routing.

Trade discount Work In Process (WIP)

A price reduction, usually granted to a A system that helps you to track and analyze
certain customer because of the customer’s the costs associated with a particular
special status. Customers with an excellent manufacturing order and view the progress
credit history might be offered a trade of the manufacturing order.
discount.
Work order
Unit costs See Manufacturing order.
The value of time and resources consumed to
create one unit of product for this order.

150 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
Index changes since last release
information about 4
viewing 129
documentation
Customer Inquiry window symbols and conventions 3
A viewing job link sources double-booking
Acceptable Quality Level (AQL) tables from the Actions button 111 described 83
creating an AQL table 11 from the Number link 110 preventing 92
deleting a column 13 transaction combinations 93
deleting a table 14 D drawings
modifying a table 12 data collection attaching to
Acceptable Quality Level (AQL) Tables linking to jobs 140 inspection procedures 25
window Data Collection Detail window viewing
creating an AQL table 11 viewing job link sources for inspection procedures 26
deleting a column 13 from the Element Number link drop-ship orders
deleting a table 14 109 linking to jobs 134
displaying 11 Data Collection Summary window
lot-size range 13 viewing job link sources E
modifying a table 12 from the Actions button 111 ECM Change Status–View Only window
Actions button Data Collection window displaying 76
completing tasks in the Job Link using the right-click menu 122 viewing EC status 76
Maintenance window 112 defect codes ECM Exclude BOMs window
actual expenses assigning 33 displaying 69
described 82 creating 15 excluding bills 69
viewing for a job 142 deleting 15 ECM Exclude Manufacturing Orders
Actual Expenses by Code window described 9 window
displaying 142 setup 15 displaying 69
viewing job expenses 142 Defect Codes window excluding manufacturing orders 69
actual margins creating defect codes 15 ECM Exclude Purchase Orders window
described 82 deleting defect codes 15 displaying 69
Actual Profit by Code window displaying 15 excluding purchase orders 69
displaying 142 denial codes ECM Exclude Routings window
viewing job profit 142 creating 54 displaying 69
actual profits deleting 55 excluding routings 69
described 82 described 50 ECM Exclude Sales Orders window
viewing for job 141 modifying 55 displaying 69
Actual Revenue by Code window Denial Codes Definition window excluding sales orders 69
displaying 142 changing denial codes 55 ECM Impact Analysis window
viewing job revenues 142 creating denial codes 55 displaying 77
actual revenues deleting denial codes 56 viewing effects of change order 77
described 82 displaying 55 ECM Items Affected by Change window
viewing for a job 142 discounts displaying 67
applying transactions distributing in job costing 128 dispositioning affected items 68
described 83 disposition codes in Engineering Change excluding records 69
in job costing Management removing unaffected items 68
automatically 93 creating 56 specifying affected items 67
manually 118 deleting 57 ECM Notices & Requests window
undoing 119 described 50 displaying 75
modifying 56 viewing EC numbers 75
B using 64 ECM Routing window
bills of materials disposition codes in Quality Assurance assigning routing to request 62
engineering changes assigning 33 deleting routings 63
excluding from messages 69 creating 16 displaying 62
handling messages 71 deleting 16 marking review complete 65
viewing 76 described 10 ECM System Preferences window
blanket purchase orders setup 16 allowing requests to be deleted 64
rules for Job Costing 134 Disposition Codes window ECM User-Defined Fields Setup window
buy items creating disposition code 16 creating user-defined fields 58
steering to quality assurance 29 deleting disposition code 16 displaying 58
displaying 16 ECM User-Defined Fields window
C distributions for job costing displaying 65
categories expenses among jobs 126 entering information 65
see job categories overview 125 Edit PO Status window

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viewing job link sources requests Engineering Change Request–View Only

from the Actions button 111 deleting 64 window
Edit Purchase Order Status window entering 59 displaying 78
using the right-click menu 122 rules to delete 64 using view-only version of change
viewing job link sources routings order 78
from the Element Number link assigning to change requests 62 Engineering Change Routing View
109 creating 53 window
Element Number link deleting 54 displaying 73
Viewing details in the Job Link removing from change requests viewing change requests 73
Maintenance window 109 63 Engineering Change Statistics window
Employee Inquiry window viewing 73 displaying 74
viewing job link sources statistics viewing statistics 74
from the Actions button 111 described 74 estimated expenses
from the Number link 110 viewing 74 described 82
Engineering Change Disposition statuses entering for jobs 98
Configuration window described 50 estimated margins
changing disposition codes 57 how updated 60 described 82
creating disposition codes 56 modifying manually 61 estimated profits
deleting disposition codes 57 viewing 76 described 82
displaying 56 terms 49 estimated revenues
Engineering Change Item History Updating status 51 described 82
window user-defined fields entering for jobs 98
displaying 72 entering information 65 expense codes
viewing history 72 setup 57 changing for transactions 120
engineering change management workflow 51 creating 89
change history 72 engineering change orders (ECOs) deleting 90
denial codes described 50 modifying 90
creating 54 Engineering Change Report 78 modifying descriptions 89
deleting 55 Engineering Change Request Edit viewing linked for jobs 141
described 50 window expenses
modifying 55 changing status 61 distributing among jobs 126
Denied status 51 deleting requests 64 viewing distributions in job costing
described 49 displaying 61 129
disposition codes marking review complete 65 Extra Fields Setup window
assigning 64 specifying disposition 64 displaying 96
creating 56 Engineering Change Request window removing field labels 96
deleting 57 displaying 59 setting up fields 96
described 50 entering request 59
modifying 56 engineering change requests (ECRs) F
dispositioning secondary items 68 deleting 64 freight charges
Done status 51 described 49 distributing in job costing 128
effects of use 66 dispositions
engineering change orders 50 of primary items 64 H
engineering change requests 49 of secondary items 68 help
excluding records from notifications entering 59 displaying 3
69 example 49 Help menu
In Approval status 51 excluding records from notifications described 3
In Review status 51 69 history
items item history 72 change requests for items 72
removing from affected list 68 marking review complete 65 changes for inspection procedures 26
specifying other affected 67 other affected items 67
marking review complete 65 removing items from affected list 68
I
icons
messages repeated reviews 63
used in manual 3
controlling 69 routings
Inspection of (item number) window
handling 71 assigning 62
deleting test results 38
requirements 52 viewing 73
displaying 32
New status 51 statuses
entering test results
notifications 52 changing automatically 60
lot-tracked items 36
Postponed status 51 changing manually 61
non-tracked items 32
repeated reviews 63 viewing 76
serial-tracked items 37
reports 78 view-only format 77
modifying test results 37

152 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
 I N D E X

inspection procedures transferring to inventory after drop-ship orders 134

attaching files 25 inspection 35 elements to jobs 115
creating 21 viewing test results 44 overview 83
default inspector codes 22 change request history 72 to inventory transactions 138
default procedures default inspection procedures to payables transactions 138
assigning to items 27 assigning 27 to purchasing invoices 137
removing from items 28 removing 28 to receivables transactions 139
defect codes 33 viewing 24 transactions to jobs 115
deleting disposition of managing views 120
procedure steps 25 directly affected items 64 Planned status 84
test entries 38 indirectly affected items 67 process security 116
test results 38 secondary items 68 Quoted status 84
described 21 engineering changes receivings transactions 135
disposition codes 33 effect of changes on other items relationship between elements and
modifying 23 66 transactions 118
overview 21 removing from affected-items list Released status 85
removing steps 24 68 removing links
sample sizes 45 all links 117
see test results J one link 117
viewing attached files 26 job categories rules 116
viewing for items 24 defining 87 removing manual transactions 115
viewing revision history 26 deleting 88 revenue codes
inspector IDs described 82 changing for transaction 120
creating 16 modifying values 88 creating 89
deleting 17 Job Categories Setup window deleting 90
setup 16 creating job categories 87 described 83
specifying default for procedure 22 deleting job categories 88 modifying 90
Inspector Setup window displaying 87 right-click menu
creating inspector IDs 17 modifying category values 88 modifying links 123
deleting inspector IDs 17 job costing overview 121
displaying 17 adding manual transactions 114 using to link 122
Inventory Transaction Entry window applying transactions rules for blanket purchase orders 134
using the right-click menu 122 automatically 91 statuses 84
Inventory Transaction Inquiry window described 83 statuses required to link
viewing job link sources manually 118 manufacturing orders 131
from the Actions button 111 calculations 82 purchase orders 133
from the Element Number link Closed status 86 sales orders 132
109 Complete status 86 summary
inventory transactions data collection links 140 viewing 141
linking to jobs 138 distributions terms 81
Item Detail for (item number) window entering 126 transactions
displaying 45 viewing 129 viewing 108
viewing quality assurance settings 45 double-booking transferred sales documents 133
Item Inquiry window described 83 unapplying transactions 119
viewing job link sources preventing 92 user-defined fields
from the Actions button 111 transaction combinations 93 deleting labels 96
from the Number link 110 estimated expenses 98 entering information 98
Item Transaction Entry window estimated revenues 98 setup 95
viewing job link sources examples 81 Job Costing Manual Transaction Entry
from the Actions button 111 expense codes window
from the Element Number link changing for transaction 120 adding manual transactions 114
109 creating 89 displaying 114
Item-Procedure Setup window deleting 90 removing manual transactions 115
assigning default procedure 27 described 83 viewing job link sources
displaying 24 modifying 90 from the Actions button 111
removing default procedure 28 Firmed status 85 Job Distribution Entry window
viewing items with same default job elements applying expenses 128
procedure 24 described 82 displaying 128
items viewing sources 108 Job Distribution Inquiry window
and quality assurance job summary 141 displaying 130
steering to 29 linking viewing expense distributions 130

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job elements specifying for jobs 98 from the Actions button 111
described 82 jobs from the Element Number link
Job Extra Fields window canceling 100 109
displaying 99 creating 97 Manufacturing Order Entry window
entering user-defined fields 99 deleting 101 using the right-click menu 122
Job Link Maintenance window described 81 viewing job link sources
applying transactions 112 distributing expenses among 126 from the Actions button 111
changing expense codes 112 estimated expenses 98 from the Element Number link
changing revenue codes 112 estimated revenues 98 109
create links to elements 112 inventory transaction links 138 Manufacturing Order Inquiry window
create links to jobs 112 linking viewing job link sources
customizing the list window overview 83 from the Actions button 111
adding columns 120 to data collection 140 Manufacturing Order Receipt Inquiry
moving columns 120 modifying 99 window
removing columns 120 payables transactions links 138 viewing job link sources
restricting information 120 purchasing invoices links 137 from the Actions button 111
displaying 105, 108 putting on hold 99 Manufacturing Order Summary window
linking elements to jobs 116 reactivating 101 viewing job link sources
linking transactions to jobs 116 receipt links 135 from the Actions button 111
managing views 121 receivables transactions links 139 manufacturing orders
parts 104 removing links and job costing
unapplying transactions 112 procedure 117 statuses for linking 131
uses 104 rules 116 engineering changes
using the Actions button to view rules to delete 101 excluding from messages 69
details 111 statuses handling messages 71
using the Element Number link 109 for linking to manufacturing viewing 76
using the Number link 110 orders 131 Match Shipments to Invoice Inquiry
viewing sources 108 for linking to purchase orders Zoom window
Job Link Sources 133 using the right-click menu 122
viewing 110 for linking to sales orders 132 Match Shipments to Invoice window
job links overview 84 using the right-click menu 122
creating with right-click menu 122 summary 141 Material Data Collection Detail window
modifying with right-click menu 123 viewing viewing job link sources
Job Maintenance window expense distributions 129 from the Element Number link
displaying 97 sources 108 109
jobs summary details 141 measurement types
canceling 100 creating 19
creating 97 L deleting 21
deleting 101 lessons described 19
modifying information 99 accessing 4 modifying 20
putting on hold 100 linking Measurement Types Setup window
reactivating 101 job costing creating measurements type 20
user-defined fields 98 overview 83 deleting measurement types 21
viewing job link sources lookup window displaying 20
from the Element Number link displaying 4 modifying measurement types 20
109 lot numbers messages for engineering changes
viewing job summary 141 entering inspection results 35 controlling 69
Job Transaction List Setup window handling 71
creating a transaction list 92 M requirements 52
deleting a transaction list 95 Machine Definition window miscellaneous charges
displaying 92 viewing job link sources distributing in job costing 128
modifying a transaction list 94 from the Actions button 111
specifying details 94 from the Number link 110 N
job transaction lists Manufacturing Component Transaction navigation
creating 91 Entry window symbols used for 3
deleting 95 viewing job link sources new features
described 83 from the Element Number link information about 4
double-booking 92 109 Non-Standard Report (NSR)–QA
how transactions are handled 93 Manufacturing Component Transaction Incoming window
modifying 94 Inquiry window creating NSR 41
overview 90 viewing job link sources deleting NSR 42

154 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
 I N D E X

displaying 41 Purchase Order Inquiry Zoom window creating 16

modifying NSR 42 using the right-click menu 122 deleting 16
Non-Standard Reports (NSRs) viewing job link sources described 10
deleting 42 from the Actions button 111 entering preliminary information 30
described 10 from the Element Number link inspection procedures
modifying 42 109 assigning default to items 27
printing 41 purchase orders attaching drawings 25
Notices older than X days window blanket creating 21
displaying 75 rules for Job Costing 134 deleting 25
viewing old requests 75 engineering changes deleting results 38
Notices older than Y days window excluding from messages 69 deleting test result entries 38
displaying 76 handling messages 71 entering final outcomes 34
viewing older requests 76 viewing 76 entering results 31
NSRs linking drop-ship orders to jobs 134 lot-numbered items 35
see Non-Standard Reports (NSRs) statuses for linking to jobs 133 modifying 23
Number link Purchasing Invoice Entry window modifying inspection
Viewing details in the Job Link using the right-click menu 122 information 37
Maintenance window 110 viewing job link sources overview 21
from the Actions button 111 removing default from items 28
O from the Element Number link removing steps 24
Orientation training 109 viewing revision history 26
accessing 4 Purchasing Invoice Inquiry Zoom inspector IDs
window creating 16
P using the right-click menu 122 deleting 17
Payable Transaction Entry Zoom window viewing job link sources Non-Standard Reports (NSRs) 10
viewing job link sources from the Actions button 111 NSRs
from the Element Number link from the Element Number link creating 41
109 109 deleting 42
Payables Transaction Entry window purchasing invoices modifying 42
viewing job link sources linking to jobs 137 requiring for items 29
from the Actions button 111 Purchasing Item Detail Inquiry Zoom samples
from the Element Number link window choosing AQL table for
109 using the right-click menu 122 procedure 22
Payables Transaction Entry Zoom sizes 45
window Q serial-numbered items 37
viewing job link sources QA Incoming window specifying required detail level 23
from the Actions button 111 deleting inspection records 38 Supplier Corrective Action Requests
payables transactions deleting test results 38 (SCARs)
linking to jobs 138 displaying 31 creating 43
Procedure Setup window displaying for lot-tracked items 35 deleting 44
displaying 22 entering final inspection results 34 entering vendor responses 44
drawings entering inspection information 31 overview 10
attaching to procedures 25 entering test results terms 9
viewing attached 26 for non-tracked items 32 tolerance 9
inspection procedures for serial-tracked items 37 transferring items to inventory 35
defining 22 lot-tracked items 35 viewing attached files 26
deleting 25 modifying test results 37 viewing item information 44
deleting a step from 24 QA Report Options window workflow 29
modifying 23 printing NSR report 42
process security printing SCAR report 43 R
for removing links in job costing 116 quality assurance Receivables Transaction Entry window
purchase expenses AQL tables 9 using the right-click menu 122
distributing in job costing 128 default inspector codes 22 viewing job link sources
Purchase Item Detail Entry window defect codes from the Actions button 111
using the right-click menu 122 assigning 33 from the Element Number link
Purchase Order Entry window creating 15 109
using the right-click menu 122 deleting 15 Receivables Transaction Entry Zoom
viewing job link sources described 9 window
from the Actions button 111 described 9 viewing job link sources
from the Element Number link disposition codes from the Actions button 111
109 assigning 33

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from the Element Number link displaying 89 specifying use of 22

109 modifying codes 90 viewing size 45
Receivables Transaction Inquiry Zoom revision history SCARs
window viewing for inspection procedure 26 see Supplier Corrective Action
viewing job link sources Revision History window Requests (SCARs)
from the Element Number link displaying 27 serial numbers
109 viewing procedure history 27 inspection results 37
receivables transactions right-click menu setup
linking to jobs 139 in job costing 104 AQL tables 11
receiving modifying job links 123 defect codes 15
steering items to quality assurance 29 overview for job costing 121 disposition codes for Engineering
Receivings Item Detail Inquiry Zoom using to link to jobs 122 Change Management 56
window viewing job costing sources 108 disposition codes for Quality
using the right-click menu 122 Routing Setup window Assurance 16
Receivings Item Detail window creating routing 53 inspection procedures 21
using the right-click menu 122 deleting routing 54 inspector IDs 16
Receivings Transaction Entry window displaying 53 job costing
using the right-click menu 122 routings categories 87
viewing job link sources engineering changes transaction lists 91
from the Actions button 111 excluding from messages 69 measurement types 19
from the Element Number link handling messages 71 user-defined fields
109 viewing 76 engineering change management
Receivings Transaction Inquiry Zoom routings in Engineering Change 57
window Management job costing 95
using the right-click menu 122 assigning to change requests 62 shipment/invoices
viewing job link sources creating 53 linking to jobs 135
from the Actions button 111 default 62 statistics for engineering changes
from the Element Number link deleting 54 overview 74
109 removing from change requests 63 viewing 74
receivings transactions specifying order of reviewers 54 statuses
linking to jobs 135 viewing 73 engineering changes
reports changing automatically 60
creating Non-Standard Reports S changing manually 61
(NSRs) 41 sales documents overview 50
Non-Standard Reports (NSRs) 10 effect of transferring in job costing viewing 76
Supplier Corrective Action Requests 133 Supplier Corrective Action Request
(SCARs) sales orders (SCAR) window
described 10 and job costing creating SCAR reports 43
printing 43 statuses for linking 132 deleting SCAR reports 44
responses 44 engineering changes displaying 43
Requests older than X days window excluding from messages 69 entering vendor response 44
displaying 75 handling messages 71 Supplier Corrective Action Requests
viewing old requests 75 viewing 76 (SCARs)
Requests older than Y days window Sales Transaction Entry window deleting 44
displaying 75 using the right-click menu 122 described 10
viewing older requests 75 viewing job link sources entering 43
required fields from the Actions button 111 entering vendor responses 44
described 4 from the Element Number link printing 43
resources 109 symbols
documentation 3 Sales Transaction Inquiry Zoom window used in manual 3
revenue codes viewing job link sources
changing for transactions 120 from the Actions button 111 T
creating 89 from the Element Number link taxes
deleting 90 109 job costing distributions 128
described 83 Sample Detail for (item number) window test results
modifying 90 displaying 45 creating entries
modifying descriptions 89 viewing sample size 45 lot-numbered items 35
viewing linked for jobs 141 samples non-tracked items 31
Revenue/Expense Code Setup window AQL tables 34 serial-numbered items 37
creating codes 89 overview 10 deleting
deleting a code 90 setup 11 entire record 38

156 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S
 I N D E X

specific entries 38 W
entering preliminary information 30 what’s new
modifying results 37 accessing 4
summary work in process
entering 34 linking to jobs 140
testers workflows
see inspectors engineering change management 51
tolerance quality assurance 29
described 9
transactions in Job Costing
applying
automatically 93
described 83
manually 118
described 82
double-booking 93
expense codes 120
links to jobs 115
relationship to elements 118
removing links
all 117
single link 117
revenue codes 120
unapplying 119
transactions in job costing
viewing sources 108
transferring
sales documents
effect on job costing 133
tree views
job costing 106
tutorial
accessing 4

U
unlinking
all elements or transactions for a job
117
element or transaction from job 117
rules for job costing 116
user-defined fields
engineering changes
creating 57
entering information 65
job costing
creating 95
deleting labels 96
entering information 98

V
Vendor Inquiry window
viewing job link sources
from the Actions button 111
from the Number link 110
vendors
SCARs
creating 43
entering responses 44
View Drawings window
viewing drawings for procedures 26

MANUFACTURING MANAGEMENT FUNCTIONS 157

158 M A N U F A C TU R I N G M A N A G E M EN T FU N C T I O N S