Work Orders List View Tutorial

Overview

Work Orders (WO) are the work instructions which are given to the production facility.

  • Work Orders are also known as Work Tickets, Job Cards and Routing Forms.
  • Work Orders can be created directly in the module (e.g. to replenish stock or make a sample).
  • Work Orders can also be created by copying Estimates or Sales Orders.

💡These tutorials explain how to display a list of Work Orders and how to customise and batch change Work Orders.

Navigation

Main Menu > Production > Work Orders

How to View a List of Work Order Transactions

Info

This view displays the Work Orders in number order and includes header information such as customer names, required dates, locations, and item information such as quantities (by default). The view can be customised.

  1. Navigate to Main Menu > Production > Work Orders.
  2. Click Menu (button) > Transaction.
  3. Apply any of the filters as described below (e.g. Date, Customer, Category).
  4. Click View (button).

How to View a List of Work Order Outputs

Info

This view shows the items on Work Orders and includes header information along with item statuses, ratios and quantities (by default). The view can be customised.

The Req Date (SO) column shows the Sales Order's required date. The Work Order's Due Date and Req Date (WO) columns (each with a time column) are hidden by default – add them with the Field Chooser (*) in the first column.

  1. Navigate to Main Menu > Production > Work Orders.
  2. Click Menu (button) > Output.
  3. Apply any of the filters as described below (e.g. Date, Customer, Category).
  4. Click View (button).

How to Filter Work Orders by Transaction Date

  1. Display a List of Work Orders (either Transactions or Outputs).
  2. Set = Select the date you want to view (e.g. Today, This week).
  3. Click Transaction (radio button) next to the date fields.
  4. Select any of the other filters (e.g. Customer, Category, Status).
  5. Click View (button).

How to Filter Work Orders by Due Dates

Info

The Due Dates are the dates on which production must be completed.

  1. Display a List of Work Orders (either Transactions or Outputs).
  2. Set = Select the date you want to view (e.g. Today, This week).
  3. Click Due Date (radio button) next to the date fields.
  4. Select any of the other filters (e.g. Customer, Category, Status).
  5. Click View (button).

How to Filter Work Orders by Customer

  1. Display a List of Work Orders (either Transactions or Outputs).
  2. Click the dropdown list next to Customer and select the customer you want to display the Work Orders for.
  3. Click View (button).

How to Filter Work Orders by Category

  1. Display a List of Work Orders (either Transactions or Outputs).
  2. Click the dropdown list next to Category and select the category you want to display the Work Orders for.
  3. Click View (button).

How to Filter Work Orders by Rep

  1. Display a List of Work Orders (either Transactions or Outputs).
  2. Click the dropdown list next to Rep and select the rep you want to display.
  3. Click View (button).

How to Filter Work Orders by Status

  1. Display a List of Work Orders (either Transactions or Outputs).
  2. On the right, check or uncheck the Status checkboxes. Only Work Orders with the checked statuses appear. If all the statuses are unchecked, all the Work Orders appear.
    • Note: The options are the four status groups (Pending, Active, Complete and Cancelled) that individual statuses are assigned to. To filter individual statuses instead, use the small filter icon that appears when you hover your mouse over the Status column.
  3. Click View (button).

How to View a Job Summary

Info

The Job Summary displays the specific job's Costing and Timekeeping information.

  1. Display a list of Work Order transactions.
  2. Right-click the applicable entry and select View Job Summary.
  3. The Job Summary opens in its own panel on the right.

How to View Linked Transactions

  1. Display a list of Work Order transactions.
  2. Right-click the applicable entry and select View linked Transactions.
  3. A list of the linked transactions in the same flow is opened on the right.

How to View Service Manager (SM) Responses

Info

If there are no linked Service Manager Responses, the option is greyed out.

  1. Display a list of Work Order transactions.
  2. Right-click the applicable entry and select View SM Responses.
  3. A panel with Service Manager Responses opens on the right.

How to Change Multiple Work Orders

  1. Display a list of Work Order transactions.
  2. Select the records 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 and select one of these options, and complete the adjacent fields:
    • Category: Changes the transactions' categories.
    • Due Date: Changes the Work Order's due date and time. (Due dates are generally the internal dates by which the job must be finished.)
    • Due Date WO and SO (Header): Changes the Work Order and Sales Order's due dates and times in the header of the transactions.
    • Due Date WO and SO (Items): Changes the Work Order and Sales Order's item due dates and times.
    • Location: Changes the transactions' locations.
    • Req Date: Changes the transaction's required date and time. (Required dates are generally used to indicate the date by which the customer wants the job.)
    • Status: Changes the transaction's status.
  4. Click Update (button).
  5. Confirm that you want to make the changes.

Customising Work Orders

How to Create Categories for Work Orders

Info

Categories can be created for the header or the individual items on a Work Order.

  1. Navigate to Work Orders (Main Menu > Production > Work Orders).
  2. Click Menu (button) > Edit Categories.
  3. On the popup:
    1. Create a new category = Click New (button) and enter the details on the line that was added to the list.
    2. Edit any category = Overwrite or edit the existing information.
    3. Delete a category = Click the final column to display an X, click the X and confirm the deletion on the popup.
    4. Click Save (button) if not greyed out.
    5. Click Close (button) to close the popup.

How to Create Lookup Lists for Locations

Info

Use this procedure to create Production Locations.

  1. Navigate to Work Orders (Main Menu > Production > Work Orders).
  2. Click Menu (button) > Edit Lookup lists > Location.
  3. A note editor opens where you can enter or edit a lookup list. Enter one entry per line.
  4. Click OK (button).

How to Create Lookup Lists for JDF Switch

Info

Use this procedure to create lookup lists for the Switch application. You can have up to six separate lookup lists.

  1. Navigate to Work Orders (Main Menu > Production > Work Orders).
  2. Click Menu (button) > Edit Lookup lists > and select one of these options:
    • JDF Switch Custom Input Field 1
    • JDF Switch Custom Input Field 2
    • JDF Switch Custom Input Field 3
    • JDF Switch Custom Input Field 4
    • JDF Switch Custom Input Field 5
    • JDF Switch Custom Input Field 6
  3. A note editor is opened where you can enter or edit a lookup list. Enter one entry per line.
  4. Click OK (button) when finished.

How to Delete a Work Order

  1. Display a list of Work Order transactions.
  2. Right-click the Work Order you want to delete and select Delete.
  3. Confirm that you want to delete the Work Order.

How to Copy a Work Order to a Different Transaction

Info

The options you see depend on your Copy Rules settings. On the copy popup:

  • Items are usually transferred once.
  • Not all the items have to be transferred to the new transaction at the same time.
  • When Outstanding Qty is checked, only the items and quantities that are not yet transferred appear.

You can also copy a Work Order by selecting one of these copy options from Actions (button) when editing or creating a Work Order.

  1. Display a list of Work Order transactions.
  2. Right-click the Work Order you want to copy and select one of these options:
    • Copy to Purchase Order = Select this option if certain goods must be purchased.
    • Copy to Materials Movement (Issue Materials) = Select this option when raw materials must be issued to production.
    • Copy to Materials Movement (Return Materials) = Select this option to return unused materials to inventory.
    • Copy to Materials Movement (Receive Output) = Select this option to transfer the finished goods to inventory.
    • Copy to Delivery Note = Select this option to deliver the finished goods to the applicable customer.
  3. On the popup:
    1. Check or uncheck the items to copy.
    2. Click Copy (button).

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