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User Manual | Materials Module Group | Work Order Module

Contents 1 The Work Order Module 1.1 General Subtab 1.2 Bill of Materials Subtab 1.3 Pick Subtab 1.4 Memo Subtab 1.5 Custom Subtab

[edit] The Work Order Module

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General Subtab

The General Subtab is where the summary of information regarding this order may be found. The General information may be edited if the order has an Issued Status. However, once the order has been started, the information beneath this subtab may not be edited. Your Work Order Number, Target Part, Description, and Type of order will be shown under the General Information section. Under this section you will also be able to view the Quantity ordered, quantity fulfilled, and the quantity remaining. If a stage has been associated with this part, it will be available beneath the Quantities.

Detailed information about the Work Order can be seen under the Work Order section of the general subtab. Here you may see the date the work order was started, as well as the date it is scheduled to be completed. The user who created the order is shown, as well as the status of the order (issued, building, partial, etc) and the projected cost. The Projected Cost is calculated by adding the average cost of each individual bill of material item and multiplying that by quantity of items being built.

If the Work Order was initiated by a Sales Order then the SO information will be shown at the bottom of the General Subtab. This information includes the Sales Order number, status, customer, and date issued as well as date expected. Line Item notes, if any, will be available directly beneath the sales order summary of information.

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Bill of Materials Subtab

This subtab provides a summary of information for the Bill of Materials used to create this part. From this subtab you will be able to view the Target part, quantity ordered, fulfilled, and remaining. From this subtab you may also Print the Target Part's Memos, or the Bill of Material Notes.

If the part is being manufactured or repaired, the Bill of Materials will be visible beneath the Raw Goods:Parts to Add/Assemble section. If desired, you may add edit , or delete Bill of Material parts for this specific order by using the corresponding icons located on the Component Toolbar. However, it is important to note that Bill of Material items may only be edited if the Work Order has been started, with none of the quantity yet fulfilled.

By default, an original Bill of Material item may not modified from a Work Order. If you wish to modify the quantity of an original Bill of Material item, you must first grant permission to do so through the Work Order Module Options. On the Module Toolbar within the Work Order Module, select Tools | Module Options.

The Module options for the Work Order Module will be displayed. Select the option to "Allow original Bill of Material items to be deleted from the Work Order". Press Ok to close the module options dialog box, and Save from the Module Toolbar to save any changes made to the Work Order.

[edit] Pick Subtab

The Pick subtab is useful in providing information regarding each Bill of Material item to be picked and used for manufacturing. Here you will see a Summary list of each Bill of Material Part, Description, Picking from Location, Tag, Quantity, UOM, and Tracking information if applicable.

Bill of Material items may be edited under this subtab; however parts may not be added under this subtab. To edit a part's tag number, quantity, or tracking info simply double click on the desired part, or highlight a chosen part and select the edit icon located on the component toolbar. The Modify Pick Data box will be displayed allowing the Location, Tag, Tracking Info (if applicable) or Qty of the part to be modified. When the appropriate changes have been made select Okto save your changes and close the Modify Pick Data box.

The following options are available to modify through the Pick Subtab:

Edit the Selected Entry: Edit Location, Qty, Tag, or Tracking information of your selected entry.

Edit Entry by Tag Number: Allows the Tag number and quantity within the specified tag number to be modified.

Edit Entry by Serial Number: Allows the user to select a different serialized part to be built on this order.

Duplicate the Selected Entry: This option will duplicate the selected item for this work order. The duplicated item will appear at the bottom of the list of BOM items.

Delete the Selected Entry: This option will delete items from this order's Bill of Materials.

If a part needs to be manufactured, but some of the bill of material items are not in inventory, these parts will be shown under the Parts Not in Stock section. If desired, you may still Finish the Work Order even with missing bill of materials. A dialog box will be displayed during the finish wizard informing you of the items not in stock and asking permission to still continue.

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Memo Subtab

The Memo field is an internal-use subtab that allows a user to enter notes regarding a specific Work Order. The top portion of the main screen will offer the date notes were given, by what user, as well as a portion of the memo written. If the memo is longer than the top line allotted, you may highlight the line and the memo will be shown in its entirety beneath the Memosection.

You may add   a new note, edit an existing note, or delete a note by highlighting the line item to be changed and clicking the corresponding button located on the component toolbar.

You may print all the memo notes for a part by clicking on the Print Memos button in the top left corner of the main screen.

[edit] Custom Subtab

The custom field subtab is an internal-use field for extra information. You can set up specific names for each custom field line in the Custom Fields Module. You may also do an advanced search for Work Orders by custom fields. A selection of reports may allow for a search by custom field.

User Manual | Materials Module Group | Work Order Module
Materials Module Group Work Order Module The Work Order Module Create a New Work Order Auto Work Order Wizard Modify a Work Order Work Order Staging Work Order Module Options Index