Merge Line Items at a Certain Step (Stash & Merge Functionality)

Dale Mandeville Updated by Dale Mandeville

The Stash & Merge functionality allows users to temporarily store or "stash" work orders at specific points in the production process until they're ready to be merged with other work orders. This document provides a step-by-step guide on setting up and using this feature.

Setup:

To enable and set up the Stash & Merge functionality, follow the steps below:

Items administrator access is required.
  1. Creating "Stash" ItemType:
    • In the left menu navigate to Items -> Setup -> Item Type.
    • Click on (+ New) and name it "Stash".
    • Select the Build Type Stash.
    • Save the changes.
  2. Creating "Stash Location" Item:
    • In the left menu navigate to Items -> Item
    • Click (+ New) to add a new Item.
    • Name the item "Stash Location".
    • Select the ItemType dropdown "Stash".
    • Save the changes.
  3. Adjusting System Settings:
    • In the left menu navigate to the System -> Settings section.
    • Set "Default Work Order Merge Flag" to True. This will allow work orders to be merged by default.
    • For optimal functionality, set both "Work Order Auto Close" & "Job Auto Close" to 1 hour. This ensures that work orders and jobs automatically close after an hour of inactivity.
  4. Assigning "Stash Location" Item to Locations:
    • Open the Area -> Bay -> Layout Browser.
    • Add the "Stash Location" item to your desired locations.
  5. Adding Bays to WorkCenter:
    • Navigate to the WorkCenter record.
    • Add the necessary bays where the merge will take place.
  6. Integrating Merge Steps:
    • For each routing that will be merged, add a merge step to the routing.
    • Save changes after adding the steps to each routing.
  7. Removing a Work Order from Merge: If, for any reason, you want to exclude a particular work order from being merged:
    • Go to the admin area.
    • Search and edit the desired work order.
    • Uncheck the "Allow Work Order Merge" flag to prevent it from merging.
    • Save the changes.

Usage:

Once the setup is complete, you can use the Stash & Merge functionality as part of your production process. As work orders move through the process, the system will automatically identify and stash those eligible for merging based on the setup criteria. When the conditions are met, the system will prompt users to initiate the merging process.

For a visual representation, refer to the system's user interface, where you will see stashed work orders and the option to merge them when ready.

Conclusion:

The Stash & Merge functionality streamlines the production process, making it more efficient. With this support document, setup and usage should be straightforward. If you encounter any issues or have further questions, please contact our support team.

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