WIP retentions: The number of days that WIPs should be retained in Point-of-Sale data files from the date of the last update. There are four fields, one for each category of WIP, which are as follows:
- Unused: A WIP raised and never used, with no parts or labour (a WIP with deleted lines)
- Parts only: Only parts on the WIP
- Labour: A WIP with parts and labour
- Estimates or labour with no WIP/parts. Two types of WIP fall into this category: firstly WIPs for which estimates have been produced and secondly WIPs with labour lines that have no work-in-progress value and no parts.
Note: If a WIP has been set to retain type Parts, Labour or Estimate and subsequently WIP amended so every single part and labour line is deleted, then the retain type is changed to type Unused. Any line not deleted, for example M for memo, would prevent the retain type being moved to Unused.
System maintained three important fields in SO.headr namely : DELDATE, DELFLAG, RETAIN so that it knows what to do with the wip.
DELFLAG and DELDATE are set when system thinks this wip can be deleted, that is marked for deletion. Consolidation program will based on DELDATE and count number of days set in the parameters
RETAIN is to say which type of RETENTION dates (U-Unused, P-parts, L-labour, E-estimates)
NO | Scenario | Estimate Printed | DELFLAG | RETAIN |
1 | Labour is M and Parts is M | N | Y | U |
2 | Labour is M and Parts is P | N | N | L |
3 | Labour is M and Parts is D (same wip as #2 but parts line is amended to Deleted) | N | Y | L |
4 | Labour is M, C(notes line) and Part is M | N | N | E |
5 | Labour is B (booked) and Parts is M | N | N | E |
6 | Labour is L (clocked) and Parts is M | N | N | L |
7 | Part is P or backordered status (eg “S”) and no labour line | N | N | P |
8 | Part is “D” (regardless it was previous backorderd, “P” or reversed requisited) or ICT supply wip and no labour line | N | Y | U |