Mobile Production Tutorials

Overview

The Mobile App's Production features allow you to manage Work Orders from anywhere.

These tutorials explain how to use Production in the BOS Mobile App.

The Mobile App works on touchscreen devices and desktops. For purposes of this tutorial, we use Click to mean Click or Tap.

Table of Contents

Login to the Mobile App.
Select the applicable database (only relevant if you are linked to more than one database).
Click Production (button).
All the Active Work Orders are displayed, grouped by status.

Display a list of Work Orders.
Click the applicable Work Order and click View Detail on the context menu.
Information from the Work Order's header is displayed (e.g. Customer, contact details, dates) and whichever tabs are applicable (e.g. Items, Materials, Notes, Links).
Click Actions (button) to access these functions: Add Image, Add Note, Copy to Goods Issued, Copy to Goods Received (WO).
Click Back (button) to return to the list of Work Orders.

ℹ️ This process is used to receive finished goods from a Work Order.

Display a list of Work Orders.
Click the applicable Work Order and click Copy to Goods Received (WO) on the context menu.
Complete the popup form as follows:
1. Set Header = Select a status from the dropdown list for the header.
2. Set Items = Select a status from the dropdown list of the items
3. Check the Outstanding (checkbox) to display only the outstanding items (by default it is checked)
4. Check the checkbox next to Select to select all the items (by default it is checked)
5. Uncheck any of the items that are not complete.
6. Click Copy (button).
If successful, you are returned to the list of Work Orders.
If the status was set to Complete, the work order is removed from the list of work orders (only Active work orders are displayed).

ℹ️ This process is used to issue raw materials to a work order.

Display a list of Work Orders.
Click the applicable Work Order and click Copy to Goods Issued on the context menu.
Complete the popup form as follows:
1. Set Header = Select a status from the dropdown list for the header.
2. Set Items = Select a status from the dropdown list of the items
3. Check the Outstanding (checkbox) to display only the outstanding items (by default it is checked)
4. Check the checkbox next to Select to select all the items (by default it is checked)
5. Uncheck any of the items that are not being issued.
6. Click Copy (button).
If successful, you are returned to the list of Work Orders.
If the status was changed, the Work Order might be differently grouped but remains on the list if the status is still in the Active group.
The Goods Issued transaction is listed on the Links (tab) of the Work Order's Detail.

Display a list of Work Orders.
Click the applicable Work Order and click Add Image on the context menu.
Grant permission to use your camera when prompted.
Capture the image with your camera or click the picture icons on the bottom left to upload an image from your device.
Type a name for the image on the popup.
Click Save (button).
- Note: Click Cancel (button) to discard the image.

Display a list of Work Orders.
Click the applicable Work Order and click Add Note on the context menu.
Complete the details on the popup as follows:
1. Reference = Type a name for the note or select an option from the dropdown list.
2. Note = Type the note.
3. Click Save (button).
  - Note: Click Cancel (button) to discard the note.