Work in Progress > Job Postings > Transfer Work in Progress

Transfer Work in Progress

You use this program to transfer work in progress from a non-stocked sub-job to a master job.

The equivalent functionality for stocked jobs is available in the Job Receipts program, which transfers the WIP for the stocked job being receipted to the master job.

Toolbar

Field Description
From job Indicate the number of the non-stocked sub-job from which you want to transfer the work in progress.
O/s WIP Value

Indicate the period for which you want outstanding work in progress material and labor values to be cleared against the sub job.

You can select to clear outstanding work in progress for the current or previous two months. When you select a month, the material and labor values for that month are automatically entered in the WIP material value and WIP labor value fields above.
Post Transfer the work in progress from the non-stocked sub-job to the master job.

Transfer Work in Progress

Field Description
WIP Job Details  
To job This defaults to the master job to which the non-stocked sub-job is attached.
Transfer Quantity Enter the quantity of the item which you want to transfer from the non-stocked sub-job to the master job.
Job complete

Set the job to complete.

When you set a job to complete:

  • outstanding operations are also set to complete, unless the option: Work in Progress load levelling required (WIP Setup - General 1 tab) is enabled.

  • all allocations are set to complete and any reserved stock for them is released. This applies when the Reserve stock for allocations option is enabled (WIP Setup) and stock was reserved for the allocation.
WIP value based on Indicate the value basis to use when calculating the values transferred from the sub job to the master job.
FieldDescription
Outstanding WIPUse the outstanding WIP value as the basis for calculating the material and labor values to post.
Expected costUse the expected costs as the basis for calculating the material and labor values to post.
Actual costUse the actual costs as the basis for calculating the material and labor values to post.
WIP material value Enter the material value to post, if you do not want to post the default value displayed.
WIP labor value Enter the labor value to post, if you do not want to post the default value displayed.
Value basis Indicate if the value is a unit value or total value.
Reference details  
Product class Enter a valid product class code for the Inventory journal.
Reference Enter a reference for the transaction.
Additional reference

Enter an additional reference for the transaction.

The text you enter here is printed on the Distribution report and is displayed when you select the WIP Booked tab of the WIP Query.
Notation Enter an additional notation for the transaction.
Material reference Enter a reference for the material allocation transaction, which can be used to track the material posting.
Lot details

These options are only enabled if the item is defined as lot traceable (Stock Code Maintenance).

The Lot number field is accessible if the following Lot Traceability Setup options are not selected:

  • Automatic lot numbering.

  • Lot number to be equal to job number.
Lot number

Enter the lot number to which the item must be assigned.

  • If you selected the Lot Traceability Setup option: Lot number to be equal to job number, then this defaults to the job number.

  • If you selected the Lot Traceability Setup option: Same lot to be used on multiple stock codes, then you can reuse the same lot number for different stock codes.
Concession

Enter the concession number associated with the lot if applicable.

A concession number is typically required for a traceable stock item that deviates from the original specification, but which is still fit for the purpose for which it is intended. The concession number indicates the customer's acceptance of such an item.
Certificate Enter the supplier's certificate number if applicable.

Warehouse to Use for Non-stocked Items

This screen is displayed when you select the Post function to transfer work in progress between two non-stocked jobs and you have not defined a default warehouse for the company (Company Maintenance). Inventory journals must be created for the transaction and these require a valid warehouse code.

Field Description
Default warehouse to use

Enter a valid warehouse code for the Inventory journal.

The warehouse code determines the General Ledger codes to which the values of the transfer are processed.

If G/L analysis is required for the ledger code to which the transfer is processed (GL Structure Definition), then you use the GL Analysis program to allocate the transaction amount to the respective analysis codes.
OK Accept the warehouse you entered and to complete the transfer process.

Notes and warnings

eSignature considerations

Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.

Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the Electronic Signatures program.

eSignature Transaction Description
WIP Transfer Work in Progress

Controls access to the Post function in the Transfer Work in Progress program.

Purging completed jobs

  • Completed jobs are only purged by the WIP Period End program if there are no outstanding values held against the job.

GL Analysis considerations

  • If the GL analysis required option is enabled for a ledger account used in this program (General Ledger Codes or GL Structure Definition) then the GL Analysis program is displayed when you post the transaction, so that you can enter the analysis details.

    The Ask Me Later function is only available when the option: Force GL Analysis - GL journal posting is enabled for the sub-module (General Ledger Integration - General Ledger tab).

    General Ledger analysis entries are always distributed in the local currency, regardless of the currency in which the original transaction is processed.

Application Help Pane

Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.

You can embed an Application Help Pane:

  • in the main SYSPRO menu

  • in any program with panes, if not using roles

  • when adding a role layout in Design Mode.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.