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Question

Prevent Auto Reporting of Outside Operation

  • June 3, 2026
  • 1 reply
  • 20 views

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Is there a good way to prevent Auto Reporting of Outside Operations by someone in the Shop Order?  We recently found out an employee had closed and received a Shop Order using the “Auto Report Operations” toggle when doing the SO receipt (we always have a few Rework Ops that have to be closed at SO closure).  They had missed that there was an Operation for an Outside Service that was still open (no Ship WIP or PO receipt).  But, by using the Auto Report Operations toggle, the system closed the PO and Outside Operation automatically too.  

 

I see that I can turn on the Milestone Operation toggle for the Outside Op, but this would also prevent other subsequent Operational reporting in the SO until that Outside Op is reported. This isn’t operationally functional for us as it is very common to have an Outside Op for one part of the SO and subsequent Ops for other sections of the assembly which are unrelated (e.g. Op 20 is a Laser, Op 30 is a Saw, Op 40 is a Plasma, Op 50 is an Outside Op to turn a burnt ring into a flange, Op 60 is to roll plate into a shell, Op 70 is to weld the rolled plate, Op 80 is to prep end pieces for the rolled plate, and Op 90 is to combine everything).

 

Any ideas would be appreciated!  Thanks!

1 reply

Björn Hultgren
Hero (Employee)
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If the subsequent operations can be done independently of the outside operation, maybe they should be set parallel? Then you can set it as milestone.

 Else check what Outside Operation Reporting Level has been set to on the outside operation. If it is set to Disallowed you should be forced to report that the WIP has been shipped to the supplier. If set to Ship WIP to Supplier system would allow the WIP to be automatically shipped, but force you to register arrival of the PO I think.