- 1 PROCESS
- 2 FUNCTIONS
- 3 TABS
- 4 MODULE OPTIONS
1. Add items
Follow the steps below to add items to a manufacture order.
- Open the Manufacture Order module and click the New button on the module toolbar to create a new manufacture order.
- Add a standard work order by selecting an existing bill of materials from the BOM field.
- Standard means that the BOM will be processed normally by consuming raw goods and creating finished goods. Note that BOMs can be created specifically for disassembling items by swapping the finished goods with the raw goods.
- Fishbowl also provides shortcuts to create work orders using existing parts, BOMs, or finished work orders. Below is a description for Reverse, Disassemble, Repair, and Custom work orders, which can be added by clicking the Add button to the right of the BOM field.
After adding items to a manufacture order, the parts to be used on a work order can be customized on the Configuration tab. This is especially applicable for Repair and Custom work orders, but the parts can be customized for any type of work order.
- Click the Configuration tab and highlight the desired BOM.
- Click the Add button to the right.
- Choose the item type to be added. To add labor, choose Raw Good and then select a labor type part in the following step.
- Click Next and enter the part, quantity or any information required to complete the wizard.
- The buttons in the component toolbar to the right can also be used to remove, rearrange, or reconfigure items on the work order.
Once the manufacture order has been issued, the Configuration tab will become read-only, but changes can continue to be made on the WO Details tab in much the same way. See Configuration and WO Details tabs for more information regarding these similar tabs.
3. Issue a manufacture order
Once all of the items have been added to a manufacture order, click the Issue button on the module toolbar to issue the manufacture order. When the manufacture order is issued, the work orders are created. Once a work order has been created, assigned users can be added, changes can be made on the WO Details tab, and the work order can proceed through the fulfillment process. A work order can be fulfilled in the Manufacture Order module or in the Work Order module by clicking the WO Number link.
4. Fulfill a work order
Once the manufacture order is issued, each work order can be fulfilled. A work order must be started, picked, and finished. Work orders can proceed through these steps individually by using the appropriate buttons on the component toolbar to the right. Clicking the Finish button in the component toolbar will perform the Start and Pick steps if they have not already been completed. These steps can also be performed quickly for all work orders by using the Quick Fulfill wizard located on the module toolbar.
Start a work order
Starting a work order flags the work order so that work may begin. The Started Date is stored so that the duration of the work order can be estimated. Complete the following steps to start a work order.
- Highlight one or more work orders and then click the Start button located on the component toolbar to open the Start Work Order wizard.
- Make any necessary changes to the Start Quantity and the Assigned Users and click Next.
- View or print any desired reports and click Finish.
The Start step can also be performed when finishing a work order.
Pick a work order
Picking a work order will gather the raw goods needed to manufacture the finished good.
- To pick a work order, highlight the work order and then click the Pick button located on the component toolbar. This will load the work order in the Picking module where the pick can be started and finished.
The Pick step can also be performed when finishing a work order, eliminating the need to load the Picking module.
Finish a work order
Finishing a work order will consume the raw goods and place the finished goods into inventory. If the work order was created for a sales order, the inventory needed for the sales order will become available to pick. Complete the following steps to finish a work order.
- Highlight one or more work orders and then click the Finish button located on the component toolbar to open the Finish Work Order wizard.
- If the work order has not been started, the Start Work Order step will be displayed. Make any necessary changed and click Next.
- The Picking Step allows the pick to be modified and finished. Verify the picking information and click Next.
- The Raw Material Consumption step allows the actual consumption quantities to be adjusted. Make any necessary adjustments and click Next.
- The Add Finished Good step specifies the inventory location of the Finished Goods as well as the finished date.
If there are multiple finished goods, the Add Finished Goods step allows the cost to be divided and provides buttons for adding, duplicating, deleting, and applying costs. To enable this step for all orders, see the General tab of the Manufacture Order module options.
- When entering Serial Numbers for the Finished Good, the Search button can be used to select a serial number from a consumed item.
- Enter any other applicable information and then click Next.
- View or print any desired reports and click Finish.
Close Short will replace the Delete button when an order has a status of Partial. Work orders must either be in an Entered or Fulfilled status to close short a manufacture order. To void a work order, click the Void Work Order button located on the component toolbar.
MO to PO generates a purchase order with the items that are short or all of the items on the manufacture order. Options can be customized in the Manufacture Order module options.
Print sends the default module report to the printer.
The work order component toolbar is located to the right of the item list and has several functions. Each function will be performed on the highlighted work order.
starts the highlighted work order.
picks the highlighted work order.
finishes the highlighted work order.
Auto MO wizard
The Auto MO wizard is an easy way to generate manufacture orders for parts whose inventory levels are low. In order to use Auto MO on a specific part, Reorder Level Points should first be created for that part. The following instructions outline the process of using the Auto MO wizard:
- Make sure parts have the correct reorder levels established.
- Click the Auto MO button on the module toolbar.
- Set any desired filters and click Next.
- Confirm the list of the orders to be created. An item can be skipped by un-selecting it. Quantities can also be modified as necessary. Click Finish to create a separate manufacture order for each item or select the option to combine items into one order.
Create MO from SO
When a sales order, with an item that needs to be manufactured, is issued, a manufacture order will automatically be created. The sales order number is displayed on the General tab of the Manufacture Order module and can be clicked to jump directly to the sales order.
Assign users to a work order
Users can be assigned to a work order as soon as manufacture order is issued, and the work order created. To add users, highlight the work order, and add users on the Assigned Users tab below.
Users can also be assigned in the Finish work order wizard.
Once a manufacture order has been saved, the button can be clicked to load the Manufacture Order Projected Cost report. The costs of the raw goods are used to determine the cost of the finished good. For unfulfilled work orders, finished good costs are estimated using the current costs of the raw goods when the report was generated. For fulfilled work orders, the actual costs of the raw goods from the time the order was fulfilled will be displayed. NOTE: When an item is sold, the cost that is exported to the accounting system will not come from this report, but will be determined by the current cost of the selected costing method.
The Search pane on the left can be used to filter by Number, BOM Number, SO Number, or Status. Records can also be found by typing in the table. Click the Advanced Search button to search the Custom Fields and the following search options.
- Number - The order number will default to the number in the Manufacture Order module options.
- Date Scheduled - The date scheduled will default to the order creation date.
- Location Group - The Location Group will default to the user's default Location Group.
- Sales Order - The Sales Order section will be visible if the order was generated from a sales order.
- Work Orders - The Work Orders section provides a list of work orders on the manufacture order. The work order buttons to the right are used to modify the currently highlighted work order. The Details and Notes tabs below the item list display information for the currently highlighted work order, and allow the quantity, date, location, class, assigned users, priority, etc. to be edited.
- Category - The calendar category can be set on the lower Details tab. The Category label can also be customized in the module options.
- Date Created - The date the order was created.
- Date Issued - The date the order was issued.
- Date Fulfilled - The date the order was fulfilled.
- Created By - The user that created the order.
- Revision - The number of times the order has been saved.
- Last User - The last user to modify the order.
- Last Modified - The most recent date the order was saved.
- Notes - A field for adding notes to the order. Click the Save button to save notes.
- The Configuration tab is used to modify the configuration BEFORE the manufacture order is issued.
- The WO Details tab appears AFTER the manufacture order is issued, and allows the work order to be modified.
A work order is created when the manufacture order is issued, meaning the WO Details tab will not be visible until the manufacture order is issued. Before the work order is created, edits can be made on the Configuration tab. As soon as the manufacture order is issued, the Configuration tab will become read-only, and edits can be made on the WO Details tab.
Some aspects of the Manufacture Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.
- Next Number
- The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.
- Distribute Finished Good costs
- When a Work Order has multiple finished goods, the cost of the raw goods must be distributed between the finished goods. There are two options for the default distribution; however with either option, the distribution can be manually adjusted when finishing the Work Order.
- Evenly - The costs will be distributed evenly between each finished good based on the quantity of the finished good.
- Weighted - The cost distribution will be weighted according to the current cost of the finished goods in inventory.
- Example: A Work Order produces 3 WidgetA and 1 WidgetB. The cost of the raw goods is $100. If the costs are distributed evenly between the four finished goods, each one will receive a cost of $25 for a total of $100. For weighted cost distribution, the current cost of the finished goods in inventory is used to adjust the costs proportionally. If WidgetA currently costs three times as much as WidgetB, then the costs on the Work Order will be adjusted accordingly. WidgetB will receive a cost of $10 and each WidgetA will receive a cost of $30 for a total of $100.
- Issue the Manufacture Order when Sales Order is issued
- With this option checked, a Manufacture Order that is auto created from a Sales Order will automatically be issued when the Sales Order is issued.
- Start the pick when starting a Work Order
- If this option is on, flagging a Work Order as started will also flag the pick as started.
- Prompt the user when fulfilling if there are no labor raw goods
- If this option is on, a message will be displayed when trying to fulfill an order that doesn't have labor.
- Always use the multiple finished good step
- When finishing a work order with only one finished good, this option shows the wizard step that allows more finished goods to be added.
- Auto-advance to work order finish step
- This option allows the Quick Fulfill wizard to skip over steps that are already completed, such as picking.
- Category Name
- The calendar category label can display customized text.
- Enable manufacture order to purchase order conversion
- This option enables the MO to PO button on the module toolbar which creates purchase orders for the items on a manufacture order.
- Round quantities up to the nearest whole number
- With this option on, the quantity on the purchase order will be the manufacture order quantity rounded up to the nearest whole number.
- Use the manufacture order's UOM on Purchase Order
- With this option checked, the UOM on the purchase order will be the same UOM used on the manufacture order.
- Combine line items of the same part number
- If the manufacture order has the same part multiple times, this option will combine the quantities into one line item on the purchase order.