How to set parameter to accumulate components of work order while creating tracking

By | November 26, 2021

In a normal business scenario, work order plays an important role as it can be for both products or services.

In a manufacturing environment, a work order is converted from a sales order to show that work is about to begin on the manufacture, building or engineering of the products requested by the customer. In a service environment, a work order can be equivalent to a service order where the WO records the location, date and time the service is carried out and the nature of work that is done. The type of personnel (e.g. job position) may also be listed on the WO. A rate (e.g. $/hr, $/week) and also the total number of hours worked and total value is also shown on the work order.  

A work order may be a maintenance or repair request from students, faculty or staff in a university.

Contractors may use a single job work order and invoice form that contains the customer information, describes the work performed, lists charges for material and labour, and can be given to the customer as an invoice.

Production tracking is the next part of work order where a work order can be tracked and converted into production tracking.

Production tracking is a strategy used to measure, analyse, and improve visibility throughout the manufacturing process. From the sourcing of raw materials to the shipping of final products, production tracking allows businesses to monitor the performance of each production step and improve their processes using aggregate data.

In some scenarios, there might be a BOM product which can have the same product multiple times on its component list. So, when we create a work order for the same BOM product then by default it’s component list will appear as it is listed and the same way production tracking gets created. However, we can merge the similar product multiple lines into a single line with quantity being added while creating a tracking for the same.

So in this blog we will see how we can set a parameter which can merge the multiple lines of the same product into a single line with added quantity while creating tracking transactions for a work order.

Steps to follow:

 Suppose we have a work order which has the same product multiple times on its list of components and the same way tracking also gets created for the same.

 So, in order to accumulate similar product multiple lines into single line, we need to navigate to All -> Setup -> General Parameters and open ‘WOM’ group (i.e., Work order management) of the ‘Manufacturing’ chapter. Kindly refer below screenshot for the same.

After opening ‘WOM’ group of ‘Manufacturing’ chapter, just change parameter CUMMAT (i.e., Material accumulation mode) from ‘No accumulation’ to ‘Accumulation upon tracking’. Kindly refer below screenshot for the same.

So this parameter can be set to either folder wise or legislation wise or company wise whichever way is preferred we can set the same.

Use this parameter to control how components that appear multiple times in the list of components for a work order are displayed.

The parameter has three values ‘No accumulation’, ‘Accumulation upon release’ and ‘Accumulation upon tracking’ and below is the use of the same.

No accumulation – This is the default value for this parameter. List every individual component of a bill of materials (BOM) on a work order. Do not consolidate components that appear multiple times.

Accumulation upon release –  If a component of a BOM is listed multiple times on a work order, consolidate the component and its associated quantities onto a single line when the work order is released.

Accumulation upon tracking –  If a component of a BOM is listed multiple times on a work order, consolidate the component and its associated quantities onto a single line when production activity is first recorded for the work order. This is referred to as “tracking”.

By the help of the above blog, we can accumulate multiple lines of the same product into a single line with added quantity.