Creating a Works Order

Transactions > Manufacturing > Works Order Entry

A Works Order is a more complex version of a build-type Bill of Materials.

To create a Works Order:

1. Select Works Order Entry from the Transactions > Manufacturing menu. The following window appears:

   

2. Click the New button. The following window is displayed:

   

3. Complete the fields on the Details tab.

   Field	Description
   Works order no	The number of the selected works order. This number is assigned when the Works Order is first saved.
   Entered by	The name of the staff member entering the works order. Click the button to select the staff member’s name.
   Billomat code	The Bill of Materials code. Click the button to select a Bill of Materials. Only build-type Bills of Materials are available, as these are the only BOMs that undergo a manufacturing transformation.
   Product code	The code of the Bill of Materials' output item.
   Qty. required	The quantity to be produced.
   Batch code	The production batch code. You can add this Works Order to an existing batch.
   Status	The production status: Uncommitted Committed In Production Completed
   Reference	An optional reference code. May be left blank.
   Entry date	The start date for the Works Order.
   Production date	The production date for the Works Order.
   Due date	The date the Works Order is to be completed.
   Expiry date	The date the Works Order expires.
   Product Loc	The location to which the final product should be transferred.
   Component Loc	The location that components are being supplied from.
   Linked sales order	The number of the Sales Order that the works order is linked to. Click the button to select a Sales Order. This field is optional.
   Production notes	Any notes that you may need to make in relation to this works order.

4. Click the Components tab.

   

5. Complete the fields at the top of the Components tab.

   Field	Description
   Qty Required	The total quantity to be produced.
   Qty produced	The quantity to be produced in this operation.
   Date produced	The date the works order is completed.
   Product Loc	The location to which the final product should be transferred.
   Batch code	The production batch code.
   Expiry date	The date the Works Order expires.
   Component Loc	The location that components are being supplied from.

6. Use the buttons on the toolbar to add or remove components:

   Button	Function
   	Load all components from the Bill of Materials.
   	Add a component.
   	Remove a component.
   	Replace a component.

7. The following fields are displayed for each component:

   Field	Description
   Stock Code	The stock code of the item.
   Description	The description for the item. Read only.
   Qty Reqd	The quantity of the component required to fulfil the entire Works Order. Read only.
   Qty Used	The quantity of the component to be consumed in this operation.
   BatchCode	The production batch code.
   Req. Cost	The total cost of the required number of the component. Read only.
   Used Cost	The cost of the components consumed in this operation. Read only.
   Analysis Codes	Any Analysis Codes you want to associate with the Works Order.

   Clicking the button sets the Qty Used value for all components to the Qty Reqd value.

   You can double-click on an item to drill down to the Stock screen for that item.

8. Click Save. You are given the opportunity to print the Works Order.

Once the order is saved, a Documents tab becomes available, where you can attach any documentation that relates to the order.

Note: The Works Order will appear on the Works Order tab of any Stock item that is involved in it, either as a component or as an output item.