Work Order

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Revision as of 18:24, 30 January 2019 by Ncarter (talk | contribs)
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Icon.Work Order.png The Work Order module, located in the Manufacturing group, is a new module that will offer a more flexible way to finish work orders. Work orders will also be available to view and fulfill in the Icon.Manufacture Order.png Manufacture Order module.

File:Work Order module.png

Module buttons

Save Button.png Save saves any changes made to the work order.

Start Button.png Start starts the work order.

Delete Button.png Reset resets the work order back to a Entered status.

To Pick Button.png To Pick opens the order in the Icon.Picking.png Picking module.

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

Quick Build Button.png Quick Build allows the work order to be quickly fulfilled.

Email Button.png 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 Icon.Settings.png Settings module.

Print Button.png Print sends the default module report to the printer.

How To Button.png How To opens this article in a web browser.

Refresh Button.png 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.

Work Order Component Buttons.png
  • The Complete Icon Button.png Complete step button allows each step to be partially or fully completed.
    WO Complete.png
  • The Undo Icon Button.png Undo step button allows each step to be partially or fully undone.
    WO Undo.png
  • The Instructions Icon Button.png Show instructions button shows the instructions for each step.
    WO Instructions.png
  • The Image Icon Button.png Show image button shows the image for each step.
    WO Image.png
  • The Add Icon Button.png Add step button allows a new step to be added.
  • The Edit Icon Button.png Edit step button allows a step to be edited.
  • The Delete Icon Button.png Delete step button allows a step to be deleted.
  • The Move up Icon Button.png Move up button moves the highlighted step higher in the sort order.
  • The Move down Icon Button.png Move down button moves the highlighted step lower in the sort order.


General tab
Work Order General tab.png

The General tab allows general work order details to be viewed or edited.

  • The Assigned Users button allows users to be assigned to the work order so that those users only see their assigned orders.
Configuration tab
Work Order Configuration tab.png

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

Memo tab
Work Order Memo tab.png

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
Work Order Custom tab.png

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 Icon.Custom Field.png 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.