Release Date: 4/14/25

Version: 8.5 and above

This feature implements a new method for outside processing with work order plus. This feature addresses several issues:

1.  It addresses the issue is the cost of outside processing timing.
   
2. It adds support for an outside processing expense account.
   
3. Creates an optional check and balance to prevent WO plus outside processing operation until the PO side is received. This will give the purchase order side the control of cost, and hence can make the outside processing cost more accurate.  The manufacturing personnel generally speaking should not get involved with outside processing cost.
   
4. It ties the purchase order line to the plus work order which simplifies the Purchase Order entry side because a separate outside processing item number is not required to tie with outside processing expense account.  We can utilize the same Work Order Plus parent item number and use a Global Setup outside processing expense account.
   
5.  In addition, this feature gives the user the ability to update outside processing Work Order Plus linkage information in purchase order directly which they have not been able to do in the past.  Also, we allow the WO+ side to update the purchase order and line item info in the production side, and that will update the purchase order line item info with the Work Order Plus information. The linkage is both ways.

·      Note: We will continue to support the existing method of creating a purchase order with a service item versus the parent item. This is the method initially implemented for work order plus. This will be supported as long as the vendor is not an outside vendor and the purchase order is not flagged as an outside purchase order. 

See this article for a detailed explanation of the changes.

https://support.netcellent.com/portal/en/kb/articles/feature-outside-services-improvement-for-plus-work-order-background

BOMP Global Setup

Note the literal change on BOMP Global Setup, screen 2, field 16. Copy Non Out Proc Flagged PO FOB Cost to WO+. The functionality of the field has changed and the field is no longer applicable when set to “N” if the outside process flag on the purchase order header is not set to “Y”. However, if processing an outside process purchase order using the old method where either the outside process flag on the vendor file is not set to Y or the flag on the purchase order header is not set to Y, this setting will be applied. This is an existing flag that supports the old Work Order Plus outside processing feature. If you are still using the old Work Order Plus outside processing feature, you should have this flag set to “Y”.  If you are using the new outside processing only, then this flag is irrelevant.

BOMP Global Setup, screen 7, Field “7. Outside Process Expense Account” has been added and will be used the default account when adding a line item to a process purchase order with the outside processing flag set to “Y”.

BOMP Global Setup, screen 7, Field “8. Allow Over Receiving of Outside Processing PO?” supports 3 options: W=Warn  Y=Allow with No Warning  N=Do Not Allow. The default value is “W” to support current functionality.

      

Vendor File Maintenance

Field 20. Outside Process Vendor on screen 2 of vendor file maintenance has been added.

20. Outside Process Vendor – Defaults to N. Enter Y if this vendor is a vendor used for outside processing operations for a plus production work order. If set to Y, field 22. Out Proc in the purchase order header screen will default to Y. This field cannot be set to Y if BOMP is not enabled in the company setup.

The Outside Process Vendor flag has been added to the Numeric Vendor List and the Vendor Audit Trail Report.

 Purchase Order Entry

Field 22. Out Proc has been added to the purchase order header screen.

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22. Out Proc – Access to this field is not allowed and will default to N if BOMP is not enabled in Company Setup or if BOMP is enabled but the Vendor Outside Process flag is not set to Y.

Access to this field is allowed if BOMP is enabled and the Vendor Outside Process flag is set to Y. If access is allowed:

1. In add mode, the flag should default to Y.
   
2.   In change mode:
   
1.  Change is not allowed if the purchase order is printed. Because when you print (and post PO will follow), the Qty on Order, ATP…etc. had already been updated, so it is too late. At that point, the only option is to closed or canceled it.
   
2. Change from Y to N is not allowed if any of the line items has the work order number and operation number assigned.

Field 14. Work Order and Operation on the order line-item screen have been added.        

14. Work Order and Operation 

1.  Entering an order for manufactured item will prompt the user: Item Is Normally Manufactured - Ok to Order?
   
2.  User will not have access to field 14.
   
3. Field 5. Account No should default to the inventory asset account.

If the order header outside process flag is set to Y:

1. Entering an order for manufactured item is allowed with no warning even if PO Global Setup, Screen 3, Field 41. Allow Purchase MM (Mostly Manufactured) Items is set to N. (User may mean they don’t want to buy MM items, but they still need to allow purchase outside processing service.)
   
2.   Field 5. Account No will default to the new Outside Process Expense Account in Global Setup. If the field is not setup, the user will receive a message stating “Enter Outside Processing Expense Account Before Proceeding”.
   
3. FOB Cost will default to the item vendor cost if found. If not found, it will default to zero in add mode (instead of last cost from the item.  Last cost from item is the manufacturing cost of the parent item from WO+ which is irrelevant to outside processing PO.)
   
4. The receive components field will always be set to N and displayed as N/A.
   
5.   Entering the work order and operation number are optional.
   
6.  If entered:
   
1. Work order generic search is available and will show list of plus work orders.
   
2.  Plus work order entered must be on file (A based work order, or material and legacy WO is not allowed. It must be a pus work order.)
   
3.  Plus work order parent item number must match purchase order line-item item number.
   
4. Operation generic search will show a list of operations for the entered work order from the Order Routing file (BMORDRTG).
   
5.  Operation number is required.
   
6. Operation number must be in the range of 1-8999 (9000 & up are special operations.)
   
7.  Operation must be on file in the Order Routing file.
   
8.  Operation must be an outside processing operation (an “O” type operation).
   
9. The work order and operation cannot be assigned to another purchase order. This means that multiple WO cannot share the same PO line item for outside processing.  User will have to enter multiple purchase order lines that correspond with the multiple work orders.
   
10. Entering the work order number and the operation number will update the work order routing record with the purchase order number, the purchase order line, the vendor number and the FOB cost.
    
7. If removing previously entered work order: 
   
1. If item has been received (either posted or unposted), the work order number and operation cannot be removed from the line item. (User can reverse receiving to address this issue.)
   
2. The work order cannot be removed from the line item if the line item is closed. (The user can reopen it.)
   
3. The work order cannot be removed from the line item if the production order operation has been completed.
   
4.  Removing the work order number and the operation number will update the work order routing record and initialize the purchase order number, the purchase order line, the vendor number and the FOB cost associated with the operation. 
   
8. Adding a line item will not create an ATP record. 
   
9. Cancelling or closing a line item will not affect ATP.
   

Copy Purchase Order

Change mode of Purchase Order Entry supports an F3=Copy option. When copying an order, the work order number and operation number on the new purchase order will be initialized. If the N=Current Cost option is chosen, the FOB cost will be updated to the current cost on the item vendor file if found and set to zero if not found.

Purchase Order Import (CSV)

NOTE: This application has not been changed to support the import of the work order number and the operation number.

1.  If the vendor outside process flag is set to Y, the order header outside process flag will be set to Y. Otherwise, the order header outside process flag will be set to N.
   
2. The import of a manufactured line item is allowed if the vendor outside process flag is set to Y. The import will be allowed even if PO Global Setup, Screen 3, Field 41. Allow Purchase MM (Mostly Manufactured) Items is set to N.
   
3. If the Outside Process Expense Account is not setup, the user will receive a message stating “Enter Outside Processing Expense Account Before Proceeding” and the import will not be allowed.
   
4. FOB Cost will default to the item vendor cost if found. Otherwise it will be set to zero if the vendor outside process flag is set to Y.
   
5. The receive components field will be set to N if the vendor outside process flag is set to Y.
   
6. ATP will not be updated.
   

Purchase Order Import (ASCII)

NOTE: This application has not been changed to support the import of the work order number and the operation number.

1. If the vendor outside process flag is set to Y, the order header outside process flag will be set to Y after the import. Otherwise, the order header outside process flag will be set to N.
   
2. If the Outside Process Expense Account is not setup, the user will receive a message stating “Enter Outside Processing Expense Account Before Proceeding” and the import will not be allowed.
   
3. FOB Cost will default to the item vendor cost if found. Otherwise, it will be set to zero if the vendor outside process flag is set to Y.
   
4. The import of a manufactured line item will be allowed if the vendor outside process flag is set to Y. The import will be allowed even if PO Global Setup, Screen 3, Field 41. Allow Purchase MM (Mostly Manufactured) Items is set to N.
   
5. ATP will not be updated.
   

Purchase Order Change Import (CSV import under the Purchase Order Processing)

NOTE: This application has not been changed to support the import of the work order number and the operation number.

If the order header outside process flag is set to Y, changing the line-item account number to an account other than the default outside process expense account will give the user a warning message on import.

If and updated Unit Cost is to be changed, but there’s a WO# and Oper# in PO line item, then the import will be stopped with an error message.

Printing the Purchase Order

Printing (actually the posting) the purchase order does not update the quantity on order or create/update ATP records.

Reset Quantity on Order

Running the Reset Qty On Order application does not include purchase orders with the order header outside process flag is set to Y.

Regenerate Available to Promise

Running the Regenerate Available to Promise does not generate records for purchase orders with the order header outside process flag is set to Y.

Warehouse Receiving

All outside process receiving transactions should be processed through the Legacy Receiving Processing application and not through the Warehouse Receiving application.

Add mode of Warehouse Receiving does not allow the entry for purchase orders with the order header outside process flag is set to Y.

The PO Search function in Warehouse Receiving excludes purchase orders with the order header outside process flag is set to Y.

Warehouse Receiving CSV Import

Warehouse Receiving CSV Import does not allow the import of receiving for purchase orders with the order header outside process flag set to Y.  Similarly, the presales import and the manual entry of presales is also prevented from processing outside processing PO. 

Legacy PO Receiving

Legacy PO Receiving of outside processing purchase orders does not allow the following: 

1. The entry of lot numbers
   
2. The entry of the lot expiration date
   
3. The entry of serial numbers
   
4. The entry of bin information
   
5. Does not update Available To Promise (the “RR” receiving transaction ATP type)
   
6. Does not create Purchase Price Variance  distributions
   

Mass PO Receiving is supported with the same restrictions.

Post Legacy Receiving

       Posting a PO Receiving for an outside processing purchase order does not update the following: 

1. Quantity on hand
   
2. Quantity on order
   
3. Available To Promise
   
4. Any item cost fields
   
5. Serial numbers
   
6. Inventory transaction audit trail
   
7. Bins
   
8. Newly received items
   
9. Inventory Location History
   
10. Transfer Batches
    
11. Purchase price variance distributions
    

      Posting a PO Receiving for an outside processing purchase order updates the following:

1. Purchase order line
   
2. Receiving audit trail
   
3. General Ledger distributions
   
4. PO Reconciliation file 

BOMP Operation ID Maintenance

The application has been changed to allow the entry of a purchase order line that has a stocked item if the order outside process flag is set to Y. Otherwise, the entry is not allowed.  The purpose of allowing entering the PO info is to pick up the PO default information such as cost, vendor number.

Plus Work Order Maintenance

1.  When the routing is copied, the purchase order number and purchase order line number are removed if they were provided as default values on the routing. The outside processing default vendor, FOB cost, extra cost and fixed cost amounts are still copied.
   
2. If the outside operation is accessed during the addition of the work order, the user can enter the purchase order information. If entered, it will update the work order and operation number on the corresponding purchase order line-item record if the outside processing flag on the purchase order header is set to Y. The operation vendor, and FOB cost on the order routing will be updated with the information from the purchase order.
   
3. The following conditions must be met for the update to be allowed:
   
1. The item on the purchase order line must match the production order parent item.
   
2. The purchase order line cannot be assigned to another production work order.
   
3. The outside processing flag on the order header must be set to Y.
   
4. The line item cannot be closed.
   
5. If the line item is received, it cannot be unassociated from the work order.
   
6. If legacy PO receiving transactions are created automatically from Work Order Production, the purchase order must be printed before it can be entered.
   

Note: Associating the work order with the purchase order line does not require the purchase order to be reprinted.

Production Transaction Entry/Work Order Production/Work Center Production/Department Production

1.  When entering a transaction for an outside process operation, the purchase order number is required if not previously assigned.
   
2. If the outside processing flag is set to Y on the purchase order and the work order number associated with the purchase order number and line entered does not match the current work order number, the user must unlink the existing associated purchase before proceeding.
   
3. If the outside processing flag on the purchase order is set to Y, the purchase order line-item item number must match the production order parent item number. This is to assume the PO and line item info is not in the routing yet, therefore, user must enter manually in the production processing (time clock or manual). 
   
4. The purchase order line item cannot be cancelled.
   
5. If a purchase order and line number are entered and they were not previously entered, the work order and operation number on the purchase order line will be updated to the work order routing.
   
6. If the outside processing flag is set to Y on the purchase order, the FOB cost will be synchronized with the purchase order line-item cost. If the line item has been received, it will be synchronized with the actual cost. Otherwise, it will be synchronized with the expected cost.
   
7. If legacy PO receiving transactions are created automatically from Work Order Production (This is controlled via the BOMP Global Setup, screen 2, option 17. Update PO Receiving thru WO+ Outside Proc Rpt.):
   
1. The purchase order must be printed before it can be entered on the production transaction screen.
   
2. The purchase order line cannot be closed.
   
3. The purchase order line must have been printed.
   
4. If the transaction will cause an over receiving, the application will either warn, prevent or allow the transaction based on BOMP Global Setup, screen 7, Field “8. Allow Over Receiving of Outside Processing PO. 
   
8. If legacy PO Receiving transactions are not created automatically from Work Order Production: 
   
1. If the outside processing flag is set to N:
   
1. The purchase order does not need to be printed before it can be entered on the production transaction screen. This is the legacy logic in old Work Order Plus.
   
2. If the outside processing flag is set to Y: 
   
1. The purchase order must be printed before it can be entered on the production transaction screen. 
   
2. The purchase order line must be received before it can be entered on the production transaction screen.
   

Plus Work Order Production Trx CSV Import supports the following: 

1. Over receiving is checked using the new option on BOMP Global Setup screen 7, field 8. Allow Over Receiving of Outside Processing PO.
   
2. If an outside processing purchase order is provided for the outside processing transaction:
   
1.  The item number on the purchase order line must match the parent item number on the production work order.
   
2. If the line item is assigned to another work order, the purchase order number cannot be changed.
   
3. If receiving transactions are not automatically created, the line must be received.
   
4. FOB cost is copied (either actual or expected depending on what is available).
   
5. The purchase order line is updated if necessary.
   

Programs Modified: NSCTLFIL.FD, NSCTLFIL.W41, NSCTLINI, NSCTLMN3, APVENFIL.FD, APVENADT.FD, BMTRXOUT.PL, BMTRXOUT.WS, BMWPCALC.PL, BMWPCALC.WS, BMWPUTLI.PL, OPERUTIL.PL, POORDIMP.PL, POORDHDR.FD, POORDLIN.FD, AP0101, AP01P1, BM1803, BM1803IP, BMEXCHDL, BMOIDMNT, BMOPRMUP, BMPRDMNT, BMWOPROD, BMRTGCPY, BMRTGMNT, BMWPCALC, BMWPUTIL, IM2502, IMATPGEN, PO0101, PO0111, PO0111S, PO0203, PO2001, PO2002, PO20P1, POCHGIMP,  POCOPYPO, POCSVIMP, POMASRPT, POPTXIMP, POPTXUPD, POSRCHPO, POWHRMNT, POWRIIMP, SYINVAL3

CLS