You can use the Work Orders module to create and manage Production Orders. These may be created from a Quotation, a Sales Order, or from a Items.

Discover Work Orders

• Work Orders Interface
  • View Transactions
  • View Items
  • View Summary
• Edit Work Orders

Work Orders Interface

Navigation

Main Menu > Production (Customisable Module Title) > Work Orders > View

1. Display - This shows your active filters set in the Data filter.
2. Search - This allows you to search for records by description or number.
3. Date Filter - This allows you to filter the records displayed in the data grid by date.
4. User - This allows you to filter the records displayed in the data grid by the User who created the Work Order.
5. Rep - This allows you to filter the records displayed in the data grid by the Representative for the Work Order.
6. Customer - This allows you to view Work Order's of specific Customers.
7. Category - This allows you to filter the records displayed in the data grid by Category.
8. Status Filter - This allows you to filter the records displayed in the data grid by their Status, e.g., Pending, Active, Complete or Cancelled.
9. Outstanding - This will filter the records displayed in the data grid by the following outstanding transactions:
   • GIS - Goods Issued
   • GRE - Goods Received
   • POR - Purchase Orders
10. Menu - The Menu button provides the following additional functionality:
    • Reset Data Filter - This will reset the data filters to default.
    • View Items Panel - This will open the Items side-panel.
    • Show Data filter - This will hide/show the data filters (3 to 9).
    • View - The Menu button allows you to toggle between three views:

a. View Transactions (see below)

b. View Items

c. View Summary

a. View Transactions

This is the default view when opening the Work Orders module. See image below:

The Transactions View data grid will show the following fields:

• Trans No. - This is the Transactions number.
• Status - This indicates the Status of the Transaction.
• From - This indicates where the Transaction was copied from.
• User - This indicates the User who created the Transaction.
• Rep - This indicates the Representative for the Transaction.
• Date - This shows the date when the Transaction was created.
• Customer - This shows the Customer linked to the Transaction.
• Contact - This shows the Customer' s Contact person linked to the Transaction.
• Entity - The Entity linked to the Transaction is displayed here. Entities work as filters, e.g., if no Entities are linked to a Customer, the Customer will be available in all the Transactions.
• Order No - This indicates the Transaction's Order number.
• Category - This indicates the Category the Transaction is linked to if applicable.
• Reference - This shows the reference entered in the Transaction.
• Total (exc), VAT and Total (Inc) - This shows the Transaction's value excluding and including VAT as well as the amount of VAT.

b. View Items

This will change the data grid to show all the Items linked to the Transactions. See image below:

The Items View data grid will show the following additional fields:

• Item - This indicates the amount of Items linked to the Transaction.
• Type - This indicates the Type of Item linked to the Transaction. In this case EST for Estimate.
• Description - This shows the Estimate's description linked to the Transaction.
• Qty - This indicates the amount of Items linked to the Estimate.
• Unit - This indicates the Unit of Measure of the Items linked to the Estimate.
• Item Status - This indicates the Status of the Item linked to the Transaction.
• Assign to - This shows who the Item linked to the Transaction is assigned to.
• Start Date - The start date of the Items linked to the Transaction.
• Due Date - The end date of the Items linked to the Transaction.
• Progress - This shows a percentage of completion of the Items linked to the Transaction for Reporting purposes. The Progress % value is manually entered.

c. View Summary

The Summary View allows you to create custom Summary diagrams of the Work Orders.

1. Fields - This is all the fields available to use in the Diagram.
2. Diagram Parameters - This is where you'll drag and drop the Fields (1) to create a customised diagram. You must drop a Data Field, Column Field and Row Field to create a diagram.

If this field is empty it will not generate a diagram. See image below:

Edit Work Orders

Navigation

Main Menu > Production (Customisable Module Title) > Work Orders > View > Right-click on Transaction > Open Transaction

When a Transaction is copied to the next, by using the Actions button, all the captured data will be copied as well. This minimises human error and speeds up the process because most of the following fields will automatically be populated from the Quotation or Sales Order.

1. No. and Date - This indicates the Work Order number and date of creation.
2. Customer - This indicates the Customer linked to the Transaction.
3. Info - This button will open the Customer Summary side-panel.
4. Contact - This indicates the contact person of the selected Customer.
5. Rep - This indicates the Representative selected for this Transaction.
6. Reference - The Transaction's reference will be displayed here.
7. Note - Any notes can be entered here.
8. Category - This indicates the Job Category.
9. Order No. - This indicates the Order Number.
10. Terms - This indicates the Credit Terms linked to the Customer.
11. Delivery to - This will show the address linked to the Customer.
12. Items / Copy SOR Items - This button allows you to add Items or to copy Items from the linked Sales Order.
13. Search - This allows you to filter the Items by Category.
14. Select Item - Here you can select the desired Item you wish to add to the Transaction. If the Copy SOR Items is selected, this field will only show Items that exists in the linked Sales Order.
15. Qty - Enter the quantity of the Item you wish to add here.
16. Add - Click this button to add the selected Item to the Transaction.
17. Custom - This allows you to add a Custom Item.
18. Est - This allows you to add an Estimate to the Item list on the Transaction.
19. View - The View button will change the Items data grid to show the following:
    • Estimate Costs - This displays all the Costs linked to the Estimate. See image below:

• Estimate Resolve Items - This displays all the Resolve Items in the Estimate. See image below:

• Inventory - This will display all the Inventory Items linked to the Transaction with its Location as well as In Stock, On Order, Reserved, Available, Required and Out Qty quantities. See image below:

20. From - This indicates where this Transaction has been created from. In this example Work Order 12 was copied from Sales Order 14.

21. Updated - This indicates the User who last updated the Transaction and the date it was performed.

22. Links - This displays all the Transactions linked to this Transaction. This allows you to navigate between the linked Transactions.

23. Actions - This button allows you to perform an Action with the Transaction, e.g, Copy to Purchase Order.

24. Menu - The Menu button provides the following additional functionality:

• Select Delivery Address - This allows you to select a Delivery Address. See image below:

• Enable Debit and Credit - This allows you to enable Debit and Credit functionality.
• Update Transaction - This allows you to do the following Transaction updates:
  • Update Transaction from Setups
  • Add all Items from (SOE No.) the previous Transaction - This will add all the items linked to the previous Transaction.
  • Update all Items from (SOE No.) the previous Transaction - This will update all the items from the previous Transaction.
  • Update the 'From' Transaction - This will update the previous Transaction, the Transaction where this Transaction was copied from.
• Batch Updates - This allows you to perform an update by Batch. A new field will appear above the data grid where you can select the Batch and click Update to perform the Update. Click on the X to close this field. See image below:

• Show Item Notes - This will show any notes linked to the Items.
• View Items Panel - This will open the Add Item side-panel.
• Customer - This allows you to do the following:
  • Add new Company
  • Add new Individual
  • Edit Customer
• Synchronise - This will synchronise the following modules with the Transaction:
  • Customer Summary
  • Job Summary
  • Linked Transactions
  • Outstanding
  • Timekeeping
• Summaries - This will open the following Summaries:
  • Customer Summary
  • Job Summary
  • Linked Transactions
  • Outstanding
  • Timekeeping
  • Audits
  • E-mails

25. Info - This will open an Information pop-up window displaying all the general information about the Transaction. See image below: