Work Order Add & General

Demonstrates the adding of a new work order and information regarding the General page of the work order.

Video Text

00:05 This video will serve to cover some real basic information under modules, work orders, let's go modules now, depending on which, how many miles you have will be depending on the location of it, but it's alphabetical, so workers is going to be down near the base of the screen. So modules, work, order add. We'll cover this one first because where that takes you to is the rapid Edward quarter screen. So work order ad and the rapid ad work order take you to the same strain. I'm not going to add an order from here. I just want him to show you that we're going to cover some basic information about a work order. So first time I do is work modules, work order search. I'm going to search for work orders by a date range and bring up my work orders. Um, and I want to specifically going to cover the general page of the work order in this video.

00:56 So I can either click on my order numbers here, opens the general page, or you can go to the navigation and open the general page of work or this general page. It has a customer. Now you'll note, and we'll go through some detail here as quickly as we can, but you'll notice on this customer that the customer is locked. You'll see Portland tool is highlighted out. What that means is this customer work order. There's a real customer part on this work quarter so you cannot change the customers. It's all about integrity and the database. This customer part is saved under this customer, so you cannot change the word customer work order. There's cases where you can where it's not a real part for a customer. It was written up to the wrong customers. A piece of tooling that's just not a real part. You can sum it up to a point.

01:46 You can change the customer in those scenarios. Also here you see the customer name is underline. If you want to click on that, that'll take you to the customer general page. We'll cover the details of that. Another video on this. There's a status symbol, status new. Then I'll explain your statuses here. Since we're here, new means the work order has been added, not printed in process means you have went to the function of quick printing. The work order to get a printed word card, that's what it takes to get the status update to in-process than there is on delivery truck on hold, on hold. Interesting status if you want to, and this if you're manually doing this, requires that you put a reason for change, but if I want to put this order on hold for any reason here, I can. We'll just put a stop and he's requiring you to put in a recent change which will save a note to the work order that I put it on hold.

02:45 For this reason. This will also act similarly in conformance in production pathway. You will not be able to track the work order that has an on hold status. Other statuses here that are relevant there is shipped partial means. You have done a partial shipment shipped complete. I have complete the order and then there is invoiced. Then that is the matter of the order shipment. Complete order shipment has been added to an invoice and hence market as invoice. Couple of other statuses here, that little function here canceled, gives it a status, a canceled, but the order is not cancelled in the system is still an active order in the system. So if we want to get rid of the order, cancelled is not the applicable way to do it on delivery truck and there's another status that's not showing here is would be delivered work with our I deliver app and I'll, I'll explain those when I go through.

03:46 I deliver, but dude, literally it's on the truck or it's been delivered and those are statuses that can be set through. I deliver. It's changed us back to that. So I don't need my note. All right, so then it has a date in. This is the date the order was entered. Date and time data out, which will populate when you add a complete shipper automatically. There's a requested date, a promised date. We can auto-populate these in or you can be, you know, pick them in from the calendar calendar and you know, and, or clock. You can do that. Now I want 1:00 AM, it's going to pick today. Um, if you're that fussy about delivery performance measuring, I promised it for 6:00 AM, well I want to matter to that point. That's just fine. Right below that there is a delivery performance state, which is a third measurement of delivery performance.

04:38 I hit reports are delivered performance videos. We'll go that more detail, but this is the third day for measuring performance based off of some rurals processing or customer combination, there's a priority, normal high-low. This just gives us a little bit of a status thing on production pathway. If you set a job as a high priority can production pathway, the shop for tracking module is going to bubble this order up to the top of that work center queue that is available in and it's going to put a high priority, high priority a label on it in that door. References just an external referencing field. It's a, it's a basically a free text field that's an additional information fields on the, on the work or to use a couple different ways, po. This is the order purchase order order po cause we also support a part feel, and this could be their customer, your customer's purchase order to you free text field or it could be auto populated it with blanket purchase orders, notification tracking in activities.

05:38 We have a tracking in activity, no notification works with production pathway in shop floor system setting there. Everything's set default insight to three days and right below it it'll have a tracking inactivity last stage. So it's, it's got a label on their ship in. This is the shipping for this, uh, apparently for this customer was set up. This is where you can change it. No based off of the ship vias you have in your system. Original work order. Where that comes into play is if you copied this work order to knew the original work order would be referenced. Here was the load count, which load count feature, which just click that [inaudible], that'll do it a second here. Ours is going to be three loads in production pathway under some other function going on there. So if I click print the work order, it will give me what we call a load count order, which means work order number, dash one, and depending on work orders dash two, dash three.

06:36 So you'd get one job card for each load point to point out with that. The part quantities on this order do not change because of the load count. This is all the parts on the quarters and the load count just gives you a work order with a dash or one, you know one, two, three. In this case number of loads, number of dash numbers, there's a billing address and this is a primary billing address for the customer shipping address. This is the shipping address as set as the primary for the customer or the part, and of course you can edit by clicking the drop down menu here in. This will be addresses for this customer. I just picked the other shipping address. OK to say the change and that means I change the shipping address on the shipper's at it. There is some internal floggings will call him to allow you to have work marked in staging areas.

07:32 Now, my example here, receiving area, this is where I'm staging the parts when I received them and I'm using this and I'm putting them in area one kid and so that gives me the parts are stationary one and this is as visible on the printed work order and whatnot. There's also two other areas available. There's a shipping or I'm sorry, empties area. I stage the empty containers in area to the same list and then you can also have shipping areas if you want to use them. You don't have to. Each populated populated are right below that. There's the order attributes or attributes on available on your site and the site. I have five of them here. Just keep in mind that rush list is sample are basically watermarks on the work order printed work order, internal and external rework will. I'm at order attributes are functioning attributes.

08:31 They have functionality in the background. I'm mostly deals with the invoicing. Um, it specifically deals with our, how we handle and track rework through the blue streak system. I'm following some very, very found defined rules for these things so that we can monetize the rework. And then just to finish off the general page, there'll be an added by date who and what user and last modified nine modified this just as we're doing this here so that get them last modified date was under my username. One other quick thing quickly from the work order general page, and this is from any work order page, navigation being upper left corner, top to bottom, and then a [inaudible]. There's always a change log. Remember this is the change log system is logging as changes happen on a work order, tracking changes, processing changes. You can see in our little demo here, I change the shipping address, the old value was this, that's load count there, and we also have the shipping out or something in it as well. Too. Old Values. This value was that new values that reads a little bit in code, but it's effective. So that'll conclude the work order general page.