SOP-42Q-MES0026 Shop Order Control

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Shop Order Control


  1. Shop Order Release Module enables user to release Standard and Oracle Shop Orders.
    All Shop Orders with status “N” or “R” with increased quantities are displayed.

Shop Orders are displayed in the following colors:

  • Black – Shop Order is ready for release
  • Red – The number of serial numbers on the Shop Order is incorrect
  • Green – All the serial numbers have been generated but the Shop Order status was not changed
    1. Filter enables user to filter Shop Orders by the following fields:
      1. Shop Order Number – enter desired Shop Order Number for filtering
      2. Part Number – enter desired Part Number for filtering
      3. Revision – enter desired Revision for filtering
      4. Oracle Shop Orders – Shop Orders passed to MDS via MDS/Oracle Interface
        Note: Oracle Shop Orders are created as Discrete Jobs in Oracle and are not created in MDS.
        • Releasable – check to include Oracle Shop Orders that are ready for release
        • Not Releasable – check to include Oracle Shop Orders that are not ready for release
        • Mapped – check to include Oracle Shop Orders that are already mapped
        • Unmapped – check to include Oracle Shop Orders that still require mapping
      5. Standard Shop Orders
        • Releasable – check to include Shop Orders that are ready for release
      6. Click Filter to filter by above entered criteria, or click Clear to clear filter criteria
      7. The filtered results are displayed
    1. Add Standard Shop Order
      1. Navigate to Shop Order Release under Shop Order Control module
      2. Click Add Standard Shop Order icon in Task window
      3. Shop Order Number – Enter the Standard Shop Order Number
        • As a general rule, the Shop Order number should be the same as the Oracle Discrete job number.
      4. Part Number – Use Find button to select the part number
      5. Quantity – Enter Shop Order quantity
        • If product is panelized and multiple units will be tracked under the same serial number, enter only the quantity of panels
      6. User Defined – Optional field for user definition of Standard Shop Order
      7. Revision – Select Revision
        • Used only if releasing Shop Order for Revision Controlled parts
        • User can enter a revision at the time of release for non-revision controlled part
      8. Completion Date – Optional field for defining the completion date
      9. Click Ok to confirm Shop Order addition, or click Cancel to ignore
      10. The Standard Shop Order has been added
      11. Release Shop Order per Shop Order Release section 1.8
    1. Oracle Shop Order are the preferred Shop Order methodology. Oracle Interfaced Shop Orders enable WIP tracking and automatic back-flushing in Oracle by mapping Oracle Operation Sequences to SFDC Process/Locations.
      1. Oracle Discrete Job is created for interfaced part number
        • Appropriate Category Set must be defined in Oracle for interface functionality
        • Shop Order automatically created via MDS/Oracle Interface
        • Shop Order Number, Part Number and Quantity passed via MDS/Oracle Interface
        • Serial number completions are reported back to Oracle automatically
      2. Navigate to Shop Order Release under Shop Order Control module
      3. Filter or locate the desired Shop Order and click the Map the Shop Order icon
        • Mapping Oracle Operation Sequence to SFDC Process/Locations will enable SFDC-to-Oracle WIP moves. As units are passed from each process/location, a WIP Move transaction is sent to Oracle for the appropriate quantities. The mapping process is only required once for each part, and any time the Oracle and/or SFDC route is modified.
        • The part number must have a Part Route Assignment prior to release, else an error message is displayed.
        • As a general rule, map Oracle Operation Sequence to SFDC Process in “Route by Process” configuration – the mapping is then enabled for every location assigned to the same process name.
        • If mapping Oracle Operation Sequence to SFDC Location, keep in mind that WIP moves will not take place when a unit is scanned at a location that is not specifically defined in the mapping.
      2. Map Oracle Operation Sequence to SFDC Process (or Location)
        • Filter and/or Select Oracle Operation Sequence
        • Filter and/or Select SFDC Process (or Location)
        • Click Add Map icon
          • Automatic Map will automatically map Operation Sequence to Process/Location, yet care must be taken to verify accuracy
        • Each mapped step added will populate the Mapped Operation Sequences box
          • Click the Information icon for details on each mapped step
          • Click the Remove icon to remove a specific mapped step
        • Perform above steps for remaining Operation Sequence steps desired for WIP movement in Oracle
        • Click Save to save mapping, or Cancel to abort
        • The Oracle Operation Sequences and SFDC Location/Process have been mapped
      3. Release Shop Order per Shop Order Release section 1.8
    1. Close All Shop Orders enables user to Close any/all open Standard Shop Orders. Close Shop Orders functionality is also available through Shop Order Browser module or Shop Order Viewer/Close Shop Order, reference section 4.10
      Note: Oracle Shop Orders are not available to close, this task is performed in Oracle
      1. Navigate to Shop Order Release under Shop Order Control module
      2. Click Close Shop Orders icon in Tasks window – A confirmation window is displayed
      3. Select the Shop Orders to close
        • All Shop Orders available to close are selected by default
        • Un-select the any/all Shop Orders that are not to be closed
        • Enter Shop Order number in Filter field to filter by Shop Order
      4. Click Yes to close selected Shop Orders, or click No to abort
      5. Selected Shop Orders status has been changed to “C” Closed
    1. Print/Export Filtered Shop Orders enables user to print/export the filtered list of Shop Orders. The report results include Shop Order Number, Type, Part Number, Qty, BPP (Boards per Panel), Revision, User Defined, Start Date and Completion Date.
      1. Navigate to Shop Order Release under Shop Order Control module
      2. Perform desired Shop Order Filtering per section 1.1
      3. Click the Print/Export Filtered Shop Orders icon in the Tasks window
      4. The report results are displayed and the user can save or print it
      5. Click on Save to save, or Print to print the report results
    1. Serial Number Maintenance – Reference section 3 for further information
    1. Serial Number Assignment – Reference section 2 for further information
    1. Release enables user to release Shop Orders to production
      Note: MDS does not allow the release of an “On Hold” status shop order. Reference the Mfg Hold module in the SFDC Configuration Manual for additional information.
      1. Navigate to Shop Order Release under Shop Order Control module
      2. Perform desired Shop Order Filtering per section 1.1
      3. Click the Release the Shop Order check-mark icon for appropriate Shop Order to display Release Wizard
        • Manually Assign Revision – check to enable user to manually assign revision at release
        • Create Skeletons – check if user to create skeletons instead of release serials via algorithm
          • Skeletons can be replaced with actual serials utilizing Serial Number Maintenance, reference section 3
          • This option is not available when releasing a Non-Serialized batch
        • Non-Serialized batch – check if this release is part of a non-serialized batch
          • If this is checked, the user is not able to create skeleton serial numbers
      4. Click Next to continue, or Cancel to abort
      5. Select a Starting Serial Number
        Note: This screen is not displayed if the Create Skeletons check-box was checked in previous step
        • By Algorithm
        • By Product – ONLY if part based algorithm
      6. Click Next to continue, or Cancel to abort
      7. Select release type
        • Full release – release entire shop order qty
        • Partial Release – release defined qty only
      8. Click Next to continue, or Cancel to abort
      9. Select or Enter Revision – If “Manually Assign Revision” was checked on first release screen
        • If revision controlled part, the user can only select a revision from drop down
        • If not a revision controlled part, the user can enter any valid value
      10. Click Next to continue, or Cancel to abort
      11. Verify Shop Order release information is correct
        • This is the last opportunity to verify Shop Order information prior to release
      12. Select Print label for the serial numbers generated if labels are printed directly from MDS
        • Label Type must be configured in Label Maintenance prior to release
      13. Select Create text file with serial numbers if an output file of serials is desired
        • This file can be used for import into label print software to avoid the risk of releasing incorrect serial format and/or sequence
      14. Select Create notes to add release notes to Shop Order
        • Add notes in regards to the Shop Order release for future reference. For example if partial release was requested for a specific reason.
        • All Release Notes are available for viewing and editing in Shop Order Browser, reference section 4.7
      15. Select Shop Order Linkage if this Shop Order will be linked to another
      16. Click Next to continue, or Cancel to abort
      17. If Shop Order Linkage was checked in previous screen, the Shop Order Selection screen is displayed
        • Enter the Shop Order and/or Part Number
      18. If Create text file with the serial numbers was checked in previous screen, the user is prompted to save the output file
        • Save all exported serial files in the same folder each time to allow easy and consistent access to output files
      19. IF Print Label for Serial Number was checked in previous screen, the Print Label for Serial Numbers box is displayed
        • Select Label Type
          • This is the label configuration from Label Maintenance
        • Select Print Queue
          • This is the specified output device to which the labels will print
        • Init. Printer – Select Yes or No
          • Sends command to initialize printer in the event graphics or special formating is requiredPrint
          • All available units – prints all serials released
            • This is the preferred print method to avoid reprints and/or other serialization errors
          • Single Serial – prints a single serial number
          • Range – starting and ending
            • The range allows the user to print a range of serials released instead of all serials on shop order
      20. Click Print to print serial labels, or Cancel to abort print process
      21. First and Last serials are displayed – verify for accuracy
      22. Click Next to continue
      23. IF Create Release Notes was checked, add desired notes in field provided
      24. Click Finish to complete release process
      25. The Shop Order has been released
    1. Edit existing Standard Shop Order information. Edit of Shop Order information is usually performed prior to release.
      Note: Oracle Shop Orders are not available for editing, any modification is performed in Oracle
      1. Navigate to Shop Order Release under Shop Order Control module
      2. Perform desired Shop Order Filtering per section 1.1
      3. Click Edit icon and perform desired modifications
        • Part number is not an editable field after initial Shop Order creation
      4. Click Ok to commit changes, or Cancel to ignore modifications
      5. The selected Shop Order has been modified
    1. Delete Shop Orders with an unreleased status
      Note: Oracle Shop Orders are not available for deletion, the cancellation task is performed in Oracle
      1. Navigate to Shop Order Release under Shop Order Control module
      2. Perform desired Shop Order Filtering per section 1.1
      3. Click Delete icon
      4. Click Ok to confirm deletion, or Cancel to ignore deletion
      5. The selected Shop Order has been deleted
  1. Serial Number Assignment enables user to assign new serials to, and remove serials from, Shop Orders. The Serial Number Assignment functionality is also available through the Shop Order Release module in the Tasks window.
    This functionality may be used when serial numbers are provided by a vendor/customer and are not released in sequential order.
    1. Assign Serial Numbers to a Shop Order
      1. Navigate to Serial Number Assignment under Shop Order Control module
      2. Perform desired Shop Order filtering by Shop Order Number and/or Part Number and click Filter
      3. Click the Assign Serial Number icon for the desired Shop Order
      4. The Shop Order Maintenance/Add Serial Number screen is displayed
      5. Enter or scan the serial number to add to the Shop Order, and click the blue arrow to add the serial number to Added field
        • The following rules apply to the serial numbers being assigned to the Shop Order:
          • The part number of the serial number must have an algorithm assigned
          • ANY serial number that is not on a Shop Order may be assigned
          • If the serial number is Status 30 (Finished), the status will be changed to 15 (Ready to Build)
      6. Perform above step for all serial numbers to add to the Shop Order
      7. Click Save to assign the serial numbers to the Shop Order, or Cancel to abort
      8. The selected serial numbers have been assigned to the Shop Order
    1. Remove Serial Numbers from a Shop Order
      1. Navigate to Serial Number Assignment under Shop Order Control module
      2. Perform desired filtering by Shop Order Number and/or Part Number and click Filter
      3. Click the Remove Serial Number icon for the desired Shop Order
      4. The View Serial Numbers screen is displayed
      5. Double Click the desired serial number to remove from the Shop Order in the Selected Serial Numbers field
      6. The serial number will move to the Removed items field
      7. Perform above step for all serial numbers to remove from the Shop Order
      8. Click Ok to remove the serial numbers from the Shop Order, or Cancel to ignore
      9. The selected Serial Numbers have been removed from the Shop Order
    1. Print/Export Filtered Shop Orders enables user to print/export the filtered list of Shop Orders. The report results include Shop Order Number, Part Number, Total Quantity, and Remaining Quantity.
      1. Perform desired Shop Order filtering by Shop Order Number and/or Part Number and click Filter
      2. Click the Print/Export Filtered Shop Orders icon in the Tasks window
      3. The report results are displayed and the user can save or print it
      4. Click on Save to save, or Print to print the report results.
  1. Serial Number Maintenance enables user to add and/or remove WIP serial numbers on Shop Orders. The Serial Number Maintenance functionality is also available through the Shop Order Release module in the Tasks window.
    1. Filter – Enables user to filter Shop Orders by the following fields
      1. Shop Order Number – enter desired Shop Order number for filtering
      2. Part Number – enter desired Part Number for filtering
      3. Revision – enter desired Revision for filtering
      4. Operation Type – select desired operation for filtering
        • All – select to include Shop Orders in which serial numbers can be added or removed
        • Add – select to include only Shop Orders in which serial numbers can be added
        • Remove – select to include only Shop Orders in which serial numbers can be removed
      5. Show On Hold – check to include Shop Orders that are On Hold
      6. Oracle Shop Orders – check to include Shop Orders passed to MDS via MDS/Oracle Interface
        Note: Oracle Shop Orders are created as Discrete Jobs in Oracle, not in MDS.
      7. Standard Shop Orders – check to include Standard Shop Orders
        • Show Released – check to include Shop Orders that are status “R” Released
        • Show Closed – check to include Shop Orders that are status “C” Closed
        • Show Opened – check to include Shop Orders that are Open, but not Released
        • Show Canceled – check to include Shop Orders that have been Canceled
      8. Click Filter to filter by above entered criteria, or click Clear to clear filter criteria
      9. The filtered results are displayed.
    1. Add Serial Numbers to Shop Orders
      1. Navigate to Serial Number Maintenance under Shop Order Control module
      2. Perform desired Shop Order Filtering per section 3.1
      3. Click the Add Serial Numbers icon for the desired Shop Order
      4. The Shop Order Maintenance/Add Serial Number screen is displayed
        • Click the View All Serial Numbers link to open the Serial Numbers Viewer window
          Note: Only WIP serial numbers that are of the same part number and revision are displayed
        • Click the Print/Export All Serial Numbers icon to print and/or export the serial numbers displayed in the Serial Numbers Viewer window
          • The report results are displayed and the user can save or print it
          • Click on Save to save, or Print to print the report results.
        • Click Ok or Cancel to exit the Serial Numbers Viewer
      5. Click the Add icon to display the Add Serial Numbers window
        • The following rules apply to the serial numbers being added to the Shop Order:
          • The serial number must be of the same part number and revision as the Shop Order
          • The serial number must be located in a WIP status (>15 but <30) Location
          • Only serial numbers that meet the above rules are displayed in the Add Serial Numbers window
      1. There are three ways to add serial numbers to the Selected Items field:
        • Scan or Type the SN to add
        • Click the Add multiple SNs icon to display the Add Multiple Serial Numbers Window
          • Enter multiple serial numbers, one per line
          • Click Ok to confirm, or click Cancel to ignore
          • The entered serial numbers were moved from the Results field to the Selected Items field
        • Select/highlight the desired serial numbers from the Results field and click the Add selected items icon
          Note: Serial numbers can be moved between the Results and Selected Items fields using the arrow icons
      2. Perform above step for all serial numbers to add to the Shop Order
      3. Click Ok to confirm, or click Cancel to ignore
      4. Verify serial numbers to be added before proceeding
        • If the user does not wish to add one or more of the units listed, highlight the appropriate serial number and click the Cancel icon just to the right of the list to remove the selected serial numbers before saving
      5. Click Save to add the selected serial numbers to the Shop Order, or Cancel to abort
      6. The selected serial numbers were added to the Shop Order
    1. Remove Serial Numbers from Shop Orders
      1. Navigate to Serial Number Maintenance under Shop Order Control module
      2. Perform desired Shop Order Filtering per section 3.1
      3. Click the Remove Serial Number icon for the desired Shop Order
      4. The Shop Order Maintenance/Remove Serial Number screen is displayed
      5. There are three ways to move serial numbers from Removable field to the Removed field
        • Double click the desired serial number to move to the Removed field
      1. Note: Serial numbers can be moved between the Removable and Removed fields using the arrow icons
        • Scan or Type the SN to remove, then Enter to move to the Removed field
        • Click the Remove multiple SNs icon to display the Add Multiple Serial Numbers Window
          • Enter multiple serial numbers, one per line
          • Click Ok to confirm, or click Cancel to ignore
          • The entered serial numbers were moved from the Removable field to the Removed field
      1. Perform above step for all serial numbers to remove from the Shop Order
      2. Click Save to remove the serial numbers from the Shop Order, or Cancel to abort
  1. Shop Order Browser enables user to view standard Shop Order information, Release Notes, Linkage, Location and Serial Number information, as well as print labels and Close the Shop Order. The Shop Order Browser is available from the Shop Order Control main page, as well as from the Shop Order Release module in the Tasks window.

Shop Orders are displayed in the following colors:* Black – Shop Order is ready for release

  • Red – The number of serial numbers on the Shop Order is incorrect
  • Green – All the serial numbers have been generated but the Shop Order status was not changed
    1. Filter enables user to filter Shop Orders by the following fields:
      1. Shop Order Number – enter desired Shop Order number for filtering
      2. Part Number – enter desired Part Number for filtering
      3. Revision – enter desired Revision for filtering
      4. Operation Type – select desired operation for filtering
        • All – select to include Shop Orders in which serial numbers can be added or removed
        • Add – select to include only Shop Orders in which serial numbers can be added
        • Remove – select to include only Shop Orders in which serial numbers can be removed
      5. Show On Hold – check to include Shop Orders that are On Hold
      6. Oracle Shop Orders – check to include Shop Orders passed to MDS via MDS/Oracle Interface
        Note: Oracle Shop Orders are created as Discrete Jobs in Oracle, not in MDS.
      7. Standard Shop Orders – check to include Standard Shop Orders
        • Show Released – check to include Shop Orders that are status “R” Released
        • Show Closed – check to include Shop Orders that are status “C” Closed
        • Show Opened – check to include Shop Orders that are Open, but not Released
        • Show Canceled – check to include Shop Orders that have been Canceled
      8. Click Filter to filter by above entered criteria, or click Clear to clear filter criteria
      9. The filtered results are displayed.
    1. Print/Export Filtered Shop Orders – Prints/Exports the filtered list of Shop Orders. The report results include Shop Order Number, Order Type, Part Number, Status, Quantity, Boards per Panel, Revision, Start Date, Released Date and Time.
      1. Navigate to Shop Order Browser under Shop Order Control module, or the Shop Order Release screen
      2. Perform desired Shop Order Filtering per section 4.1
      3. Click the Print/Export Filtered Shop Orders icon in the Tasks window
      4. The report results are displayed and the user can save or print it
      5. Click on Save to save, or Print to print the report results
    1. Recall Shop Order enables user to remove non-generic serial numbers from Standard Shop Orders
      The Recall Shop Order functionality is not available for Shop Orders with Skeleton serial numbers
      1. Navigate to Shop Order Browser under Shop Order Control module, or the Shop Order Release screen
      2. Click the Recall Shop Order icon in the Tasks window
      3. The Recall Shop Order screen is displayed
      4. Perform desired filtering by Shop Order Number and/or Part Number and click Filter
      5. Click the Remove Serial Number icon for desired Shop Order number
      6. The View Serial Numbers window is displayed
      7. Select the desired serial numbers to remove in the Selected Serial Numbers field
      8. The selected serial number(s) move to the Removed items field.\
      9. Click Ok to confirm recall, or click Cancel to ignore
    1. Print Traveler enables user to print travelers for status 10 units
    1. Reprint Traveler enables user to reprint travelers for status 10 units
    1. Shop Order Information displays standard information, Release Notes, Linkage, Location and Serial Number Information.
      1. Navigate to Shop Order Browser under Shop Order Control main page, or Shop Order Release module
      2. Perform desired Shop Order Filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
        • View Standard Information, Release Notes, Location and Serial Number Information
      5. Click Close to close the Shop Order Viewer screen
    1. Release Notes – Enables user to add and/or edit release notes for the selected Shop Order
      Release Notes should be used any time there is a special case scenario, or explanation required in regards to the Shop Order.
      1. Navigate to Shop Order Browser under Shop Order Control main page, or Shop Order Release module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
      5. Enter desired Release Note information
      6. Click Save to save the new notes, or click Cancel to abort
      7. Click Close to close the Shop Order Viewer screen
      8. The Release Notes have been added and/or edited per previous steps
    1. Edit enables user to edit Standard shop Orders with an Unreleased Status 'N', also reference section 1.9
      The Shop Order Edit functionality is not allowed for Oracle Shop Orders.
      1. Navigate to Shop Order Browser under Shop Order Control main page, or Shop Order Release module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
      5. Click the Edit icon in the Tasks window to display the Shop Order Edit screen
      6. Edit the Shop Order Number as desired
      7. Edit the Quantity as desired
      8. Edit the User Defined field as desired
      9. Edit the Revision as desired
      10. Edit the Completion Date as desired
      11. Click Ok to confirm modification, or Cancel to ignore
      12. The Shop Order has been edited per the previous steps
    1. Delete enables user to delete Standard Shop Orders with an Unreleased Status 'N', also reference section 1.10
      The Shop Order Delete functionality is not allowed for Oracle Shop Orders, OR for a Shop Order in which serial numbers have already been started in SFDC.
      1. Navigate to Shop Order Browser under Shop Order Control main page, or Shop Order Release module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
      5. Click the Delete icon in the Tasks window to delete the selected Shop Order
      6. A confirmation message is displayed
      7. Click Yes to confirm deletion, or click No to abort
      8. the Shop Order has been deleted
    1. Close Shop Order enables user to Close the selected Standard Shop Order, also reference section 1.4
      The Close Shop Order functionality is only available for Shop Orders where all serial numbers at a Status 30 or higher.
      Note: Oracle Shop Orders are not available to close, this task is performed in Oracle
      1. Navigate to Shop Order Browser under Shop Order Control module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
      5. Click the Close icon in the Tasks window – A confirmation window is displayed
      6. Click Yes to close selected Shop Order, or click No to abort
      7. Selected Shop Orders status has been changed to “C” Closed
    1. Auxiliary Release enables user to release additional quantity and serial numbers to Standard Shop Orders as this option is not available for Oracle Shop Orders. Also reference section 1.8
      1. Navigate to Shop Order Browser under Shop Order Control module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
      5. Click Auxiliary Release icon in the Tasks window
      6. The Release Shop Order Wizard window is displayed
        • Create skeleton serial numbers – check to create skeletons instead of release serial numbers via algorithm
          • Skeletons can be replaced with actual serials utilizing Serial Number Maintenance, reference section 3
      1. Click Next to continue, or click Cancel to abort
      2. Enter the desired Quantity to increase
        • This value cannot be less than one (1)
      3. Click Next to continue, or Cancel to abort
      4. Select a Starting Serial Number
        Note: This screen is not displayed if the Create Skeletons check-box was checked in previous step
        • By Algorithm
        • By Product – ONLY if part based algorithm
      5. Click Next to continue, or Cancel to abort
      6. Verify Shop Order release information is correct
        • This is the last opportunity to verify Shop Order information prior to release
      7. Select Print label for the serial numbers generated if labels are printed directly from MDS
        • Label Type must be configured in Label Maintenance prior to release
      8. Select Create text file with serial numbers if an output file of serials is desired
        • This file can be used for import into label print software to avoid the risk of releasing incorrect serial format and/or sequence
      9. Select Create notes to add release notes to Shop Order
        • Add notes in regards to the Shop Order release for future reference. For example if Auxiliary Release was requested for a specific reason.
        • All Release Notes are available for viewing and editing in Shop Order Browser, reference section 4.7
      10. Select Shop Order Linkage if this Shop Order will be linked to another
      11. Click Next to continue, or Cancel to abort
      12. If Shop Order Linkage was checked in previous screen, the Shop Order Selection screen is displayed
        • Enter the Shop Order and/or Part Number
      13. If Create text file with the serial numbers was checked in previous screen, the user is prompted to save the output file
        • Save all exported serial files in the same folder each time to allow easy and consistent access to output files
      14. IF Print Label for Serial Number was checked in previous screen, the Print Label for Serial Numbers box is displayed
        • Select Label Type
          • This is the label configuration from Label Maintenance
        • Select Print Queue
          • This is the specified output device to which the labels will print
        • Init. Printer – Select Yes or No
          • Sends command to initialize printer in the event graphics or special formating is requiredPrint
          • All available units – prints all serials released
            • This is the preferred print method to avoid reprints and/or other serialization errors
          • Single Serial – prints a single serial number
          • Range – starting and ending
            • The range allows the user to print a range of serials released instead of all serials on shop order
      15. Click Print to print serial labels, or Cancel to abort print process
      16. First and Last serials are displayed – verify for accuracy
      17. Click Next to continue
      18. IF Create Release Notes was checked, add desired notes in field provided
      19. Click Finish to complete release process
      20. The Shop Order Viewer screen is displayed, verify the serial numbers added during the Auxiliary Release process are included in the Serial Number Information field, indicating the release is complete
    1. Delete Unstarted Units enables user to delete serial numbers of units that have not been started in SFDC
      The Delete Unstarted Units functionality will only delete units (serial numbers) that are Status 15, all other serial numbers will remain in SFDC.
      1. Navigate to Shop Order Browser under Shop Order Control module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
      5. Click the Delete Unstarted Units icon in the Tasks window – A confirmation window is displayed
      6. Click Yes to delete unstarted units, or click No to abort
      7. A confirmation window is displayed prompting user to create a log with the deleted serial numbers
      8. Click Yes to create a log file with the deleted serial numbers, or else click No if the log file is not desired
        • It is good practice to create the log file and save to the location in which the serial number release files are placed for future reference if necessary
        • If Yes is selected, the user is prompted for the save location
          • Click Save to save log file, or Cancel to abort saving the log file.
          • An information message is displayed stating the log file was successfully saved
          • Click Ok
      9. Selected Shop Order status is changed to “N” Unreleased if ALL serial numbers were deleted, else the status remains “R” Released and the Shop Order will display in Shop Order Release screen for Release or Edit.
    1. Print/Export Unit Status Details enables user to print/export Shop Order Unit Status Detail Report for the selected Shop Order. The report results include; Serial Number, Location, Unit Status, Quantity, Revision and User Defined.
      1. Navigate to Shop Order Browser under Shop Order Control module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
      5. Click the Print/Export Unit Status Details icon in the Tasks window
      6. The report results are displayed and the user can save or print it
      7. Click on Save to save, or Print to print the report results
    1. Print Labels enables user to print serial number labels for the selected Shop Order
      1. Navigate to Shop Order Browser under Shop Order Control module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
      5. Click the Print Labels icon in the Tasks window, the Print Label for Serial Numbers window is displayed
      6. Print Mode:
        • MDS – Prints labels developed in MDS
        • Label Engine – Prints labels developed in Label Engine
      7. Select Label Type
        • This is the label configuration from Label Maintenance
      8. Select Print Queue
        • This is the specified output device to which the labels will print
      9. Init. Printer – Select Yes or No
        • Sends command to initialize printer in the event graphics or special formating is required
      10. Print
        • All available units – prints all serials released
          • This is the preferred print method to avoid reprints and/or other serialization errors
        • Single Serial – prints a single serial number
        • Range – starting and ending
          • The range allows the user to print a range of serials released instead of all serials on shop order
      11. Click Print to print serial labels, or Cancel to abort print process
      12. Labels are sent to the selected print queue
    1. Shop Order Linkage enables user to link Shop Orders to one another
      Need additional explanation here defining purpose and rules.
      1. Navigate to Shop Order Browser under Shop Order Control module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
      5. Click the Shop Order Linkage icon in the Tasks window, the Shop Order Selection screen is displayed
      6. Filter by desired Shop Order and/or Part Number, and select the desired Shop Order to link to
      7. Click Ok to confirm the Shop Order Linkage
      8. A confirmation message is displayed, click Yes to confirm, or click No to abort
      9. The Shop Orders are now linked together
    1. Display Generic Attributes displays the Generic Attributes List screen
      Need additional explanation here defining purpose and rules.
      1. Navigate to Shop Order Browser under Shop Order Control module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Shop Order Information icon for the desired Shop Order
      4. The Shop Order Viewer screen is displayed
      5. Click the Display Generic Attributes icon in the Tasks window, the Generic Attribute List window is displayed
      6. WHAT ELSE?
    1. Recipe Display functionality is used for viewing and modifying recipe configurations for Shop Orders and Units.
      Recipes are unit configuration information including BOM (with substitute parts), reference designators, software load and hardware test information. A default recipe is assigned to shop orders as they arrive in MDS from Oracle.
      Recipes can be modified in MDS at the Shop Order and Unit level according to the following conditions:
  • The entire Shop Order if no units are completed yet
  • An individual serial number, or a select number of serial numbers, from a list that are not complete yet (paddle boxes will be used to select the serial numbers).
  • All serial numbers on the Shop Order that have not been completed (serial.unit_status-key < 30)
  • All serial numbers on the Shop Order that have not been released (serial.unit_status-key = 15)Note: This functionality is only available for Oracle Shop Orders of part numbers that have the appropriate Category Set.
      1. Navigate to Shop Order Browser under Shop Order Control module
      2. Perform desired Shop Order filtering per section 4.1
      3. Click the Recipe Display icon for the desired Shop Order, the Recipe Display window is displayed
      4. To Edit a BOM Component, select a node from the tree and edit the form in the right panel.
        • Click Ok to confirm the changes, or click Cancel to ignore
      5. To Add Components to the BOM, click on the Plus icon over the tree
        • The
      6. To Remove Components from the BOM, click on the "minus" button over the tree
      7. Click Ok to commit changes, or click Cancel to ignore
      8. Click Close to exit the Recipe Display screen and return to Shop Order Browser
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