Finishing Inventory Using the Close-Relieve form

The Close/Relieve form is a busy form that allows the user to perform many functions. This method is mainly used by employees of a company who may wear multiple hats or perform several different functions pertaining to Production Jobs, as this method is better for "one-stop shopping". For example, if producing material in a kitchen and the default finish quantity is a full batch size, using the Close/Relieve form is the best option for finishing material. The Close/Relieve process allows users to finish materials - multiple Parts at once - on active Production Jobs, print Job Labels, and if required by the Parts on the Job, enter Catch Weights and QC values, all in one transaction. The buttons "View Required" and "View Issued" are available on this form directly, which allow the user to see the list of materials/quantities that are required to complete the Job and that have been issued to the Job, respectively. This helps users make decisions regarding what lots can be or have already been selected and if these are the appropriate selections.

This method also allows for the use of the Custom Adds feature, which can be used to manually modify the Bill of Materials (BOM) for a Part on a Job by Job basis (different from using substitutions). This feature, which must be completed prior to any finishing being performed on the Job, is also available when entering a Production Job or viewing the Job detail. For information on how to use the Custom Adds feature, refer to the Entering Production Jobs Best Practice page.

Another feature the Close/Relieve form provides access to is viewing and modifying (with proper security access) Worker Shifts and Payroll information for the chosen Job. For information on the features of the "View Payroll" button/Payroll Shifts form, refer to the Entering Worker Time and Scrubbing and Posting Worker Time Best Practice pages.

Configuration

  • Jobs must be entered. For more information, refer to the Entering Production Jobs page.
  • Inventory must be available for issuing.
  • The WIP Materials, Material Expense, and Job Materials Std accounts must all be setup correctly in the Accounting > Options > Costing tab.
  • Shop Areas, Work Centers, Crews, Operations, Workers, and Shifts should all be configured if being used when entering production.
  • QC Tests should be setup and assigned to BOMs as required.
  • Close/Relieve form uses security permissions to allow changes on Shop Area when closing a job via input production.

Process

Finishing inventory

  1. Navigate to Production > Job Reporting.
  2. Make sure the Report Type is set to "Job Summary" and the view is set to “Open Jobs” on the pre-filter form. Fill in any other desired information, then click "View".
  3. Select a Job and click the "Close/Relieve" button to display the Close/Relieve Job form.
  4. All lines that are available to be finished will appear in the form. If the “Show lines with zero left to finish in input production” is set to yes in Production > Options > Finishing, lines with zero left to finish will appear as well. The form is used to enter QC results, when the QC group is marked for before production, finish material, and close the job.
    1. Note: In situations where the amount of inventory issued is greater then what was used when finishing, users may wish to de-issue the excess before closing the job. For steps on how to de-issue inventory, refer to the De-Issuing inventory from Jobs section of the Closing a Production Job Best Practice page.
  5. Select a line on the Job and click the "Modify" button. This form is used to modify the finish quantity, leftover quantity, specify different location types and locations and add item attributes. See the opening section on the Input Production page to see how DEACOM populates the default Location Type and Location for materials.
  6. Enter a quantity in the "Finish Quantity" field. In addition, enter any required information regarding Location and attributes. Note that options exist in the system to set the Default Finish Quantity. These include the “Default Finish Quantity” field on the General 2 tab of the Item Master record, the “Default Finish Quantity” field on facility part cross references, and the “Default Finish Quantity” field in the Production > Options > Finishing tab. Reference the General 2 tab link above for additional information.
  7. Click the "Save" button and then close the form, which will return the user to the Close/Relieve Job form. If the Job should be closed after this transaction, check off the "Close Job" flag.
  8. On the Close/Relieve Job form, click the "Save" button to complete the process.
    1. Notes:
      1. If the Job had QC requirements, the user would be prompted to enter results before completing the finishing process. For more information, refer to the Entering Production and Stability QC Test Results page.
      2. When splitting lots and printing lot labels, one lot label will be printed for each unique system lot.
      3. The user has the option to un-relieve 'expensed materials' as a job is re-opening. A prompt will display asking the user "Would you like to un-relieve the expensed lots from this job?"
      4. Added details on the Relive By Catch Weight field on the Edit BOM Line form per ticket B-107187, version 17.02.004

Using the Custom Adds feature

The custom adds or custom BOM feature is used in situations where tweaks or modifications to an item's bill of materials is necessary on a job by job basis. Using custom adds is not related to the use of part substitutions. Substitutions represent a one to one relationship in which one item is replaced by another similar item on the job's bill of material and does not require any adjustment to the BOM ratio/formula. Custom adds, on the other hand, represent a situation in which the ratio of the BOM will be changed and certain parts may be removed completely, new parts added and existing parts have their quantity modified. For more information, refer to the Entering Production Jobs Using the Custom Adds Feature page.

Finding "lost" materials

Sometimes after finishing occurs, material may appear to be "lost" based on the system and item's finishing settings. The "Inventory" button, available via the Job detail form is an excellent tool to utilize when investigating what happened to inventory. In this inventory report, all actions performed on the Job are listed. This includes issues, relieves, and finishes. Based on the order in which these actions were performed, a user can view the issued amounts of inventory, waste that occurred due to finishing, etc. Any reliefs listed after a finish are considered waste. Additionally, if there is material for this Job in WIP when the Job is closed, it will be relieved as waste. This report can answer the question of "I lost half a pallet of bottles. Where did they go?". Logically, the next question that follows is "How do I get the half pallet of lost bottles back?" That answer is to use the Adjust On Hand form to adjust the material back into inventory. To adjust it in with all pertinent details, run an inventory report for the day before the relief occurred, then adjust in using the same Lot number and the current date. This action attaches any QC already performed to the Lot being adjusted in.

Un-Finishing Materials

See the Un-Finishing Inventory page for more information.