Difference between revisions of "Work Order"

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[[File:Work Order.png|right]]{{Module Introduction|Work Order|Manufacturing}} displays work orders with [[Bill_of_Materials#Instructions_tab|instruction steps]] and provides a step-by-step process to complete work orders. Work orders can also be viewed and fulfilled in the {{Module|Manufacture Order|5._Fulfill_a_work_orderwork orders}}.
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{{Module Introduction|Work Order|Manufacturing}} displays work orders with [[Bill_of_Materials#Instructions_tab|instruction steps]] and provides a step-by-step process to complete work orders. Work orders can also be viewed and fulfilled in the {{Module|Manufacture Order|5._Fulfill_a_work_orderwork orders}}.
  
 
{{Video Intro|9m_vTL8gPCo}}
 
{{Video Intro|9m_vTL8gPCo}}
  
==Module Buttons==
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==Module buttons==
  
 
{{Module Button|Save}} saves any changes made to the work order.
 
{{Module Button|Save}} saves any changes made to the work order.
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* The {{Icon Button|Complete|Complete step}} allows each step to be partially or fully completed.<br>[[File:WO Complete.png]]
 
* The {{Icon Button|Complete|Complete step}} allows each step to be partially or fully completed.<br>[[File:WO Complete.png]]
 
* The {{Icon Button|Undo|Undo step}} allows each step to be partially or fully undone.<br>[[File:WO Undo.png]]
 
* The {{Icon Button|Undo|Undo step}} allows each step to be partially or fully undone.<br>[[File:WO Undo.png]]
* The {{Icon Button|Instructions|Show instructions}} shows the instructions for each step.<br>[[File:WO Instructions.png]]
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* The {{Icon Button|Instructions|Show step details}} shows the details and [[Custom Field|custom fields]] for each step.<br>[[File:WO Instructions.png]]
 
* The {{Icon Button|Image|Show image}} shows the [[Bill_of_Materials#Instructions_tab|image]] for each step.<br>[[File:WO Image.png]]
 
* The {{Icon Button|Image|Show image}} shows the [[Bill_of_Materials#Instructions_tab|image]] for each step.<br>[[File:WO Image.png]]
 
* The {{Icon Button|Add|Add step}} allows a new step to be added.
 
* The {{Icon Button|Add|Add step}} allows a new step to be added.
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# Click the {{Icon Button|Complete|Complete step}} for each step or use the [[Fishbowl_Hot_Keys#Work_Order|keyboard shortcut]] shown when hovering over the button.<br>[[File:WO Complete tooltip.png]]
 
# Click the {{Icon Button|Complete|Complete step}} for each step or use the [[Fishbowl_Hot_Keys#Work_Order|keyboard shortcut]] shown when hovering over the button.<br>[[File:WO Complete tooltip.png]]
# Once all steps have been completed, click the '''Finish Work Order''' button at the bottom of the order.<br>[[File:WO Finish button.png]]
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# Once the final step is completed, the [[Manufacture_Order#4._Fulfill_a_work_order|finish work order wizard]] will open. This can also be opened by clicking the '''Finish Work Order''' button once all steps have been completed.<br>[[File:WO Finish button.png]]
 
# If a partial quantity is fulfilled, a new work order with the remaining quantity will be automatically created.<br>[[File:New WO.png]]
 
# If a partial quantity is fulfilled, a new work order with the remaining quantity will be automatically created.<br>[[File:New WO.png]]
  
 
==Search==
 
==Search==
  
In the search pane on the left of the module, orders can be filtered by '''Number''', '''BOM Number''', and '''Status'''. Right-click multiple orders to start or assign users to all hightlighted orders.
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In the search pane on the left of the module, orders can be filtered by '''Number''', '''BOM Number''', '''BOM Description''', and '''Status'''. Right-click multiple orders to start or assign users to all hightlighted orders.
  
 
[[File:Work Order Search.png]]
 
[[File:Work Order Search.png]]
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The '''General''' tab allows the work order instructions steps and other details to be viewed or edited.
 
The '''General''' tab allows the work order instructions steps and other details to be viewed or edited.
  
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* The steps on each work order will default to the [[Bill_of_Materials#Instructions_tab|instructions steps from the bill of materials]], but work order steps can be added, deleted, or modified for each individual work order by using the [[#Component buttons|component buttons]].
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* The '''Category''' field sets the [[Calendar#Categories|calendar category]] for the work order.
 
* The '''Assigned Users''' button allows users to be assigned to the work order. By default, users will only see the orders that are assigned to them, but this can be modified with [[Access_Rights#Work_Order|access rights]].
 
* The '''Assigned Users''' button allows users to be assigned to the work order. By default, users will only see the orders that are assigned to them, but this can be modified with [[Access_Rights#Work_Order|access rights]].
  

Latest revision as of 13:38, 9 June 2021

The Work Order module, located in the Manufacturing group, displays work orders with instruction steps and provides a step-by-step process to complete work orders. Work orders can also be viewed and fulfilled in the Manufacture Order module.


Video

Module buttons

Save saves any changes made to the work order.

Start starts the work order.

Reset resets the work order back to an Entered status.

To Pick opens the order in the Picking module.

To MO open the manufacture order that contains the work order.

Quick Build opens the Finish Work Order wizard and allows the work order to be quickly fulfilled.

Email opens a window to compose an email. If the module's default report is specified, the PDF report will be attached. Email can be configured on the Email tab of the Settings module.

Print sends the default module report to the printer.

How To opens this article in a web browser.

Refresh reloads whatever is currently open in the module.

Component buttons

The steps on each work order will default to the instructions steps from the bill of materials, but work order steps can be added, deleted, or modified for each individual work order by using the buttons located on the component toolbar to the right.

  • The Complete step button allows each step to be partially or fully completed.
  • The Undo step button allows each step to be partially or fully undone.
  • The Show step details button shows the details and custom fields for each step.
  • The Show image button shows the image for each step.
  • The Add step button allows a new step to be added.
  • The Edit step button allows a step to be edited.
  • The Delete step button allows a step to be deleted.
  • The Move up button moves the highlighted step higher in the sort order.
  • The Move down button moves the highlighted step lower in the sort order.

Complete a work order

  1. Click the Complete step button for each step or use the keyboard shortcut shown when hovering over the button.
  2. Once the final step is completed, the finish work order wizard will open. This can also be opened by clicking the Finish Work Order button once all steps have been completed.
  3. If a partial quantity is fulfilled, a new work order with the remaining quantity will be automatically created.

Search

In the search pane on the left of the module, orders can be filtered by Number, BOM Number, BOM Description, and Status. Right-click multiple orders to start or assign users to all hightlighted orders.

Click the Advanced Search button to search the Custom Fields and the following search options.

TABS

General tab

The General tab allows the work order instructions steps and other details to be viewed or edited.

  • The steps on each work order will default to the instructions steps from the bill of materials, but work order steps can be added, deleted, or modified for each individual work order by using the component buttons.
  • The Category field sets the calendar category for the work order.
  • The Assigned Users button allows users to be assigned to the work order. By default, users will only see the orders that are assigned to them, but this can be modified with access rights.
Configuration tab

The Configuration tab displays a read-only version of the WO Details tab on the manufacture order.

Memo tab

The Memo allows memos to be viewed and added to a work order. The top pane displays a list of memos. Highlighting a memo will display the entire memo in the lower pane. The buttons to the right of the memo list can be used to Add, Edit, Delete, or Print a memo.

Custom tab

The Custom tab is used to enter custom fields for a work order. The fields displayed on the Custom tab can be customized in the Custom Field module. Custom fields can be searched by clicking the Advanced Search button in the work order search pane. Some reports also have Custom Field filters.