Overview

Production Planning assists organisations in managing all their production tasks. The Outwork View displays all the jobs that are outsourced.

These tutorials explain the Outwork View and the related functions.

Navigation: Main Menu > Production > Planning Board > Menu (button) > Outwork

How to Display a List of Outwork Transactions

1. Navigate to Main Menu > Production > Planning Board > Menu (button) > Outwork.

2. Adjust the filters as required.

3. Click View (button).

How to Change Outwork Statuses

1. Display a list of Outwork transactions.

2. Select the entries you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records. 

3. Click Actions (button) > Batch Update.

4. Select Status next to Update.

5. Select a Status from the dropdown list in the adjacent block.

6. Click Update (button).

7. Confirm the change on the popup.

Filtering Views

How to Display Outwork According to their Due Dates

1. Navigate to Outwork.

2. Select a date option next to Set.

3. Click Due Date (radio button).

4. Click View (button).

How to Display Outwork According to their Required Dates

1. Navigate to Outwork.

2. Select a date option next to Set.

3. Click Req Date (radio button).

4. Click View (button).

How to Display Outwork According to their Work Order Dates

1. Navigate to Outwork.

2. Select a date option next to Set.

3. Click WO Date (radio button).

4. Click View (button).

How to Display Outstanding Outwork

1. Navigate to Outwork.

2. Select a date option next to Set.

3. From the dropdown list next to Show, select Outstanding.

4. Click View (button).

How to Display Completed Outwork

1. Navigate to Outwork.

2. Select a date option next to Set.

3. From the dropdown list next to Show, select Complete.

4. Click View (button).

Viewing Detailed Information

How to View or Edit All the Components of a Job 

1. Display a list of outwork transactions.

2. Right click an entry and select View/Edit Job from the context menu.

3. You will be switched to the View/Edit Job interface. This view lists all the stages the job must go through, along with the expected times, quantities, and progress.

How to View an Outwork's Costing Information

1. Display a list of outwork transactions.

2. Right click an entry and select View Job Summary from the context menu.

3. On the Job Summary, which opens on the right, click Costing (tab).

4. Use the included functions to customise the Costing display as follows:

   1. Use the + - to expand or collapse the view.

   2. Check the checkbox next to Qty to display Quantities instead of Values.

   3. Check the checkbox next to Values to display Values instead of Quantities.

      • Note: You can drag the Job Summary panel to the left using the vertical ellipses in the centre to increase the width. You can double click the Job Summary (tab) on the right to close the Job Summary.

How to View the Linked Work Order

1. Display a list of outwork transactions.

2. Right click an entry and select Open Work Order from the context menu.

3. The Work Order will be opened.