Proposal summary
Marshall would like to implement a Custom Mass Create Work Orders Page with additional sales information columns, Filters and Input fields to create the Work Orders for a contract
Requirement
Marshall would like to see if the mass create work orders page can be customized to display additional sales information for the items in the Reorder Point section.
MAR created a saved search that shows the data they would like to see in the page: Outsource Assembly Planning (ES)
The Total RP column is essentially the “Quantity” that they will be using to create the work orders.
These work orders are created for contracts they have with their manufacturers so they would like to have a field at the header level where our purchasing team can enter the contract number. Then this number should be added to the Memo field of the Work Order and any sub-work orders created under that. Also need 2 date fields at header level where the staff can enter the Production Start Date and Production End Date. These dates need to update those fields in the work orders once created. Last all work orders created should be set to status “Released”
An example of parent work order WO16458 and child work order WO16459.
Our Solution
Prerequisites
The mass creates work order page is not customizable or scriptable. So we cannot include an additional input field for Start Date, End Date, and Memo. Also, not able to populate those values into Work orders. As per the discussion, here we are proposing a custom Mass Create Work Orders Page with additional sales information columns, Filters and Input fields to create the Work Orders for a contract
Description of Task
This requirement can be achieved by creating a custom page. The information and the filters will be same as of the given saved search Outsource Assembly Planning (ES)
We can include the following details on the page
On header
- All the given filters
- An additional mandatory single select field for Inventory Location. This will be defaulted to Warehouse
- Input text field for Contract Number
- Input Date field for Production Start Date
- Input Date field for Production End Date
Available Buttons
- Search Button to apply Filter for the sublist
- Submit Button to initiate the Work order creation process
- Mark All Button to choose all the items within a Page
- Unmark All Button to choose deselect all the items within a Page
On sublist
- A select box as the first column to choose the items for processing
- All the columns in the given saved search will be added in the same order
- Quantity is going to be the last column. It is a copy of the Total RP column and will be editable.
Process
The custom page link can be added on the Transaction Tab. The user can open the page and they will be able to see the Item based on the Warehouse location and Mogami Pack class. Users can apply additional filters and click the Search button to filter the result based on additional criteria. Then they can choose the required items, can change the quantity if needed, and also need to enter Contract Number, Production Start Date, and Production End Date. Once it is completed the user has to press the Submit button to initiate the Work order creation.
Similar to the standard mass create work order page, a scheduled process will be run in the background to create the Work orders. So users have to wait to complete the process. It will create a work order for each selected item with entered Quantity. Other work order fields will be set to
- Work order status : Released
- Memo : Contract Number from custom page
- Production start Date : Production start Date from custom page
- Production End Date : Production End Date from custom page
- Manufacturing type : Outsource
Also, it will create the Subassemblies work order for the Component Assembly items
We will also include an additional validation upon opening the Custom page as well as on the Submission. That will check whether any Work order creation process is running in the background and it will restrict the users to work on this page when another process is running in the background.
Note:
- Will remove the Inventory Location criteria from the saved search and it should be selected as a mandatory and it will be Defaulted to Warehouse
- Item class will be defaulted to Mogami Pack
- The Item lines on a single page will be limited to 100
Risks
- We will use the exactly the same search without any modification on the results
- Not considered the “Mark subassemblies phantom” option in the custom page
- Multiple submissions for work order creation will not be possible. However, if the two users have started selecting the items and one of the users submitted and WO creation is completed prior to the other user initiating the WO creation, then the second process also will run without any issues even if both users selected the same items.
Testing Plan
- As it is a separate module, we can directly work on the Production. However, we will have to do the Work order creation multiple times as part of the unit and internal testing. So we need some Test Assembly items that satisfy the given search.
- Another option: we noticed that the Release Preview option is enabled in the MAR account. So we can do the development in Release Preview if we are getting the access.
Time
| Task | Time Required |
| Analysis | 2 hrs |
| Development of Custom page and its UI functionality | 20 hrs |
| Background script for Work order creation in Bulk, and Concurrency validation | 16 hrs |
| Testing | 6 hrs |
| Deployment and Documentation | 2 hrs |
| Total | 46 Hours |