Business Technology Help Desk

Making cuts on a job – Releasing material for Installation/Delivery

PM/Scheduling

Step 1: Releasing Material to Job (Cutting to Job)

Notes:  STRUCTURE uses the term “cut” or “cutting” materials to a job; meaning releasing materials to the job for warehouse.  This term also refers to physically cutting roll goods for the warehouse.

Assumptions:  Material is in warehouse and job is scheduled.  Task is completed by PM or Scheduler

Roll Inventory – Cut Sheet – Job Cut Sheet Entry (ICJ)

Enter ICJ and Select the Job you would like to cut/pick material for:

Select the Type and Roll/Non Roll radio button and then right click “Material #” to display available cuts.

Step 2:

For Roll items, they will display in blue, non-roll or stock in yellow. This is the step where a PM can make actual cuts to the inventory. On each line enter the cut # field and it will auto generate a Cut #. A cut # is required for both roll & non-roll items to work properly. Do NOT fill out assigned quantity. This field does not apply. Remarks are for any communication that needs to be passed onto the warehouse that isn’t in the previous step.

For Roll items you will be able to select the rolls that were received (Actual Quantities). If 1000 SY was ordered you’ll be able to select the actual LF that is available to be cut on each separately received roll.

For Stock Items select the stock inventory radio button and right click on Material #. You will be able to pull in any material that we stock in the warehouse that is required for this job. This will then show up on IWQ for creating work orders.

Step 3: Roll Inventory – Cut Sheet – ICU

Once you have completed the steps – run the ICU report. This will print off a document that will be given to the warehouse to make the cuts. After you have printed/emailed/saved the document – hit “Close” in the top right hand corner. You will receive a prompt - “Update ICJ?”. Select YES.

Step 4: IWQ – Creating a Work Ticket from Quote.

When you select the job you are working on the “Job & Installation Requirements” will print out. Print/save this document then hit close in the top righthand corner.

The screen below will appear. There are expand buttons on the materials that you have made multiple cuts to so that material can be released in sections/phases. Fill in the “To release qty you want to be released on this Work Ticket. The “Material Description” was the description from when the cuts were made.

*Stock items will not be released from the main “quote lines” but from the cut quantities at the bottom. If you try to select these then you will receive and error message “Rel Qty > Open Qty”. Do not release these products, select no and release the stock you have available at the bottom of the order that came over from ICJ.

The below work order will print with the information of what product will need to be staged and pulled for the warehouse.  This document should be accompanied by the Job & Installation requirements as well as the documents required in an installation packet.

Step 6: Product Returns

When the warehouse receives Job related inventory back they will receive the partial quantity back into the warehouse and the product will then become available once again in ICJ to be staged to the warehouse.

When the warehouse receives stock related inventory back they will receive the quantity back into stock and the quantity will be available in ICJ if needed to pick again.