WIP-Outside Processing Setup

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1. Create outside processing Item

Inventory--> Items--> Master Items

Under Inventory Attributes, Define the following:

- Uncheck Inventory Items.

- Stockable, and Transactable.

Under the Purchasing Attributes, Define the following:

- Outside Processing Item is checked
- Unit Type
- Purchasable

2. Define Resources

BOM-->Routings--> Resources

Define outside resources and link them to outside processing items.

Select Charge Type: PO Move or PO Receipt
Enable Outside Processing and enter outside processing item

3. Define Departments

BOM-->Routings--> Departments

Define Department Class & Location used in the PO

Add the Outside processing Resources to the Department

** NOTE: Specify Cost Types associated with this department

Add Overhead Rate or Amount

4. Create BOM

BOM--> Bills--> Bills

Define Subassemblies and Components

5. Create Routing

BOM--> Routings--> Routings

Specify the Operation sequence and outside processing department

6. Create Discrete Job

WIP--> Discrete--> Discrete Jobs

Enter the Job number, Assembly, Class, Status, Quantities, and Dates

7. Perform Miscellaneous TXN

Inventory-->Transactions-->Miscellaneous Transaction

Enter Miscellaneous receipt for component items into Inventory

8. Setup Employees

PO-->Setup Personnel-->Employees

Define employees and link them to the applications users who enter the Move
Transactions

9. Define Sourcing Rules

PO--> RFQ and Quotations--> Quptations

Define from which supplier to source the outside processing item

10. Perform Move TXN

WIP--> Move Transactions--> Move Transactions

Perform a WIP Move Transaction to generate a Purchasing Requisition

Move the assemblies into the Queue of an operation with an Outside
processing Resource

11. Run Receipt Import

PO--> Reports Run--> Select Requisition Import

Enter Import Source as WIP and Initiate Approval After Req. Import

12. Autocreate PO

PO--> Autocreate

Set Action = 'Create' and Document Type = 'Standard PO'

13. Approve the PO

PO--> Purchase orders--> Purchase Orders

Under the Outside Processing button verify the Job number, sequence,
department,
and quantity Click Approve

14. Receive the OSP Item

Purchasing--> Receiving--> Receipts

Receive the Outside processing item back to the Shopfloor

15. Verify Move TXN

WIP--> Move Transactions--> Pending Move Transaction