Work Orders

Overview 

Work Orders (WO) are the work instructions for production. Work Orders are also known as Work Tickets, Job Cards and Routing Forms. Work orders can be created in the following ways:

• Manually

• From a Material Item to replenish stock.

• Copied from a Sales Order to produce a customer order.

• Copied from a Quotation for instance, to produce a no-cost sample.

Navigation: Main Menu > Customers > Work Orders

Settings 

User Settings 

Navigation: Main Menu > Office > My Organisation > Double click a username to edit the record > Settings (tab)

• Work Orders > Copy Due Date from Sales Order Items: Options are Yes or No.

• Work Orders > Default Set Work Order Reference: The options are:

  • SO Item Description

  • SO Reference

  • SO Reference + Item Description

• Work Orders > Default font size for Specification: A field to type a value (ideally from 8 to 12).

General Settings 

Navigation: Main Menu > Setup > Settings & Defaults > Settings (tab)

• Work Orders > Copy Due Date from Sales Order Items: The options are Yes or No. (By default, the due date from the Sales Order header is copied to the Work Order's Due Date field.)

• Work Orders > Default Set Work Order Reference: The options are:

  • SO Item Description

  • SO Reference

  • SO Reference + Item Description

• Work Orders > Default font size for Specification: A field to type a value (ideally from 8 to 12).

• Work Orders > Copy Work Order Due Date to Sale Order Due Date (Disables Sales Order Due Date): The options are Yes or No.

Features 

Materials 

• When a Materials Movement Issue (MMI) transaction is created from a Work Order, the Materials that are added to the MMI are flagged as In Progress on the Work Order.

Parts 

• This tab contains the Parts that will be printed, including the fields to link the Artwork and Pre-flight reports. 

• This table can be added to an Output template using the WO_Parts data pipeline.

Type (Design and Production) 

• A Type field (1-Production (default); 2-Design) makes it easy to separate and track Design Work Orders and Production Work Orders.

• This feature is useful in a packaging environment where you regularly process Work Orders for the same product and need to be sure about the current Design.

• Images with Captions as well as Plate and Colour changes can be added to Design Work Orders.

• The JDF Switch tab is hidden on Design Work Orders.

• When a Work Order (Design/Production) is created from the Service Manager, the Due Date and Reference are copied to the Work Order.

• Actions (button) > Import last Design Work Order: Copies the images and colours from the last Design Work Order, if one exists.

• Design Work Orders are typically linked to Items that are often re-ordered.

• The images and changes of the last Design Work Order are available for use in the following modules:

  • Work Orders (Design WO) - Data pipelines:

    1. • WO_Design_Images,

       • WO_Design_Changes

  • Work Orders (Last design linked to Output Item) - Data pipelines:

    1. • WO_Output_Design_Images

       • WO_Output_Design_Changes

  • Purchase Orders (Linked to Items) - Data pipelines: 

    1. • PO_Design_Images

       • PO_Design_Changes

  • Quotations (Linked to Items) - Data pipelines: 

    1. • QT_Design_Images,

       • QT_Design_Changes

  • Sales Orders (Linked to Items) - Data pipelines: 

    1. • SO_Design_Images

       • SO_Design_Changes

The following columns are situated in the Output grid view:

• WO (Design): The last Design Work Order linked to the Material (effectively the current Design - sorted by WO No.) 

• WO (Last): The last Production Work Order (sorted by WO No.)

Update from Estimate 

• A Work Order can be updated from an Estimate.

• Updates are required if the quantity changes or the Production department decides to run the job differently from how it was estimated.

• This action is automatically applied when an Output item, which has a linked Estimate, is added to the Work Order.

• Alternatively, if the Work Order is not linked to an Estimate, click Actions > Update Work Order from Estimate to open a dialogue where you can select an Estimate, change the Quantity and click Select (button) to update the Work Order. 

Planning 

• The Planning tab is used to manage the Work Order on the Production Planning Board. 

• Functionality includes

  • Batch updates to set: Status, Stage, Start Date and Due date

  • Adding new Stages / splitting existing Stages

Output Templates 

• A data pipeline, WO_Output_Item_UDF exposes the user-defined fields linked to the Output Item on the Work Order.

• The data pipeline only works if a stored procedure for the UDF Fields has been created.

• The Data Pipeline that exposes the last Design Work Order in other modules (QT, SO, PO) includes fields to show the date of the last colour and design changes.