Menu Path: Manufacturing Work Order Processing Work Order Create
Create work orders to meet demand for manufactured products.
Use Work Order Create to create work orders based on minimum and maximum values for products and DRP actual planned receipts, and to fulfill sales and transfer orders (including manufactured components of fixed kits).
You can select to create work orders for products in a specific location and a specific or all product categories and subcategories. If you are creating work orders for sales and transfer orders, you can also select to create work orders for all or a specific billing customer, customer, order class, and range of order or required dates.
Only products with a build replenishment path for which a bill of material is set up in Bill of Material Maintenance (with an active status) are considered for work order creation.
Note You can only create work orders for products/locations for which the Build check box is selected in Product Location Maintenance. You can only create work orders for merchandise products that are not discontinued.
To create work orders based on minimum and maximum values for products, the following must be set up for each product in Product Location Maintenance:
Min-Max must be entered in the Buying Method field.
A primary supplier must be entered in the Primary Supplier field.
A minimum stock level must be entered in the Minimum Stock Level field.
A maximum stock level must be entered in the Maximum Stock Level field.
When available inventory falls below the product's minimum stock level, a work order should be created, and the product appears in the Products to Build grid in Work Order Create. The recommended quantity for the product equals the difference between the maximum stocking level and the current quantity available.
For information on creating actual planned receipts, see Actual Planned Receipt Create, Summary DRP Management, and Product DRP Management.
For information on creating sales and transfer orders, see Sales Order Process Flow and Transfer Order Process Flow.
To create work orders:
Select a location for the work orders.
Select the source of the work orders, or to create work orders for all sources, select the All radio button.
Select filter criteria for the work orders.
Click the Show Data button in the ribbon.
The Results tab displays products for which work orders need to be created.
Enter the quantity to manufacture and expected date for each product.
If the same product is displayed on multiple rows, select the check box in the Consolidate column if you want to consolidate the rows into a single work order.
Select the check box in the Create column for all products for which you want to create work orders.
In the Totals grid, select the check box in the Finalize column for work orders you want to mark as finalized. You can also enter a backorder release priority for each work order in the Backorder Priority column.
Click the Print Options tab and select output options for the Automatic Work Order Creation report, which is output when you create work orders.
Click the Create Work Orders button in the ribbon. The work orders are created and the Automatic Work Order Creation report appears.
After you view the report, you can track work order progress in Work Order Maintenance, which allows you to edit, copy, and void existing work orders.
Button |
Description |
Exit |
Click this button to close the Work Order Create window. |
Show Data |
Click this button to display products for which work orders should be created in the Products to Build grid. |
Create Work Orders |
Click this button to create work orders, and display the Automatic Work Order Creation report. After you click this button, the Confirm WO Create dialog box appears, and asks you to confirm that you want to create work orders. Click the Yes button to proceed. If the work orders include components that require subassembly (i.e., the components are manufactured from other components), the Question dialog box appears, and asks if you want to create work orders for the subassembly products. Click the Yes button to display Work Order Subassembly Creation, which allows you to proceed to create the subassembly work orders. |
Select All |
Click this button to select the check box in the Create column for all products in the Products to Build grid (to indicate you want to create work orders for all displayed products). |
Deselect All |
Click this button to clear the check box in the Create column for all products in the Products to Build grid. |
Customer Orders |
Click this button to display Customer Order Inquiry, which allows you to view open, closed, and voided orders for a customer for a selected product. |
Build Inquiry |
Click this button to display Build Inquiry, which allows you to view build information for the selected product. |
Inventory Matrix |
Click this button to display Inventory Matrix Inquiry, which allows you to view inventory and transaction information for the selected product. |
APS System |
Click this button to log in to Galaxy APS for scheduling manufacturing. Note You must set up integration with Galaxy APS in Scheduling Control Maintenance before using this button. |
Button |
Description |
Modify My Additional Filters |
Click this button to display Screen Additional Filters Maintenance, which allows you to set up additional filters for the Work Order Create window. |
Field or Button |
Description |
Enter a location prefix for which to create work orders, or click the Lookup button to select a location prefix. This field defaults to the default location entered for your user ID in User Extended Options. |
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Enter a location name for which to create work orders, or click the Lookup button to select a location name. This field defaults to the default location entered for your user ID in User Extended Options. |
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Select one of the following sources from which to create work orders:
NOTE Work orders are not created for sales or transfer orders that are on credit hold.
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Select this check box to create work orders for all product categories. This check box is selected by default. |
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Enter a product category ID for which to create work orders, or click the Lookup button to select a product category ID. This field is only enabled if you clear the All check box to the left of it. For information on setting up product categories, see Product Category Maintenance. |
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Select this check box to create work orders for all product subcategories. This check box is selected by default. |
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Enter a product subcategory ID for which to create work orders, or click the Lookup button to select a product subcategory ID. This field is only enabled if you clear the All check box to the left of it. For information on setting up product subcategories, see Product Subcategory Maintenance. |
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Select this check box to create work orders for all products. This check box is selected by default. |
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Enter a product code for which to create work orders, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box to the left of it. |
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Enter a product name for which to create work orders, or click the Lookup button to select a product name. This field is only enabled if you clear the All check box to the left of the Product Code field. |
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Select this check box to create work orders for all billing customers. This check box is selected by default and only available if you select the Sales / Transfer Orders or All radio button. |
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Enter a billing customer code for which to create work orders, or click the Lookup button to select a billing customer code. This field is only available if you select the Sales / Transfer Orders or All radio button, and only enabled if you clear the All check box to the left of it. |
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Enter a billing customer name for which to create work orders, or click the Lookup button to select a billing customer name. This field is only available if you select the Sales / Transfer Orders or All radio button, and only enabled if you clear the All check box to the left of it. |
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Select this check box to create work orders for all customers. This check box is selected by default and only available if you select the Sales / Transfer Orders or All radio button. |
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Enter a customer code for which to create work orders, or click the Lookup button to select a customer code. This field is only available if you select the Sales / Transfer Orders or All radio button, and only enabled if you clear the All check box to the left of it. |
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Enter a customer name for which to create work orders, or click the Lookup button to select a customer name. This field is only available if you select the Sales / Transfer Orders or All radio button, and only enabled if you clear the All check box to the left of it. |
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Select this check box to create work orders for all order classes. This check box is selected by default and only available if you select the Sales / Transfer Orders or All radio button. |
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Enter an order class for which to create work orders, or click the Lookup button to select an order class. This field is only available if you select the Sales / Transfer Orders or All radio button, and only enabled if you clear the All check box to the left of it. |
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Select this check box to create work orders for all order or required dates (based on the selected Date Type option). This check box is selected by default. This check box is selected by default and only available if you select the Sales / Transfer Orders or All radio button. |
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If you selected the Sales / Transfer Orders or All radio button, enter the first date in a range of order or required dates (based on the selected Date Type option) for which to create work orders, or click the drop-down arrow to select a date. If you selected the DRP Actual Planned Receipts radio button, enter the first date in a range of planned receipt dates, for which to create work orders, or click the drop-down arrow to select a date. This field is only available if you select the Sales / Transfer Orders, DRP Actual Planned Receipts, or All radio button, and only enabled if you clear the All check box to the left of it. |
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If you selected the Sales / Transfer Orders or All radio button, enter the last date in a range of order or required dates (based on the selected Date Type option) for which to create work orders, or click the drop-down arrow to select a date. If you selected the DRP Actual Planned Receipts radio button, enter the last date in a range of planned receipt dates, for which to create work orders, or click the drop-down arrow to select a date. This field is only available if you select the Sales / Transfer Orders, DRP Actual Planned Receipts, or All radio button, and only enabled if you clear the All check box to the left of it. |
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If you selected the Sales / Transfer Orders or All radio button, select whether to create work orders for a range of order or required dates. If you selected the DRP Actual Planned Receipts radio button, the Planned Receipt Date radio button is selected automatically. |
Note Additional filters may appear in the My Additional Filters section if filters are set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.
This tab may include additional product filters if filters are set up in Screen Additional Filters Maintenance, or set up and loaded from an additional filters template in Additional Filters Template Maintenance.
Field or Button |
Description |
This grid displays products for which work orders need to be created. For each product, you can enter a build quantity and priority. You can also select whether or not to create work orders for the product. This grid includes the following columns:
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This grid displays totals for work orders you are about to create. This grid includes the following columns:
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Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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