Work Order Create

Menu Path: Manufacturing Images\bluerarw.gif Work Order Processing Images\bluerarw.gif Work Order Create

Purpose

Create work orders to meet demand for manufactured products.

Overview

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:

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.

Creating Work Orders

To create work orders:

  1. Select a location for the work orders.

  2. Select the source of the work orders, or to create work orders for all sources, select the All radio button.

  3. Select filter criteria for the work orders.

  4. Click the Show Data button in the ribbon.

  5. The Results tab displays products for which work orders need to be created.

  6. Enter the quantity to manufacture and expected date for each product.

  7. 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.

  8. Select the check box in the Create column for all products for which you want to create work orders.

  9. 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.

  10. Click the Print Options tab and select output options for the Automatic Work Order Creation report, which is output when you create work orders.

  11. 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.

Ribbon Home Tab Buttons

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.

Ribbon Filters Tab Buttons

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.

Select Tab Fields and Buttons

Field or Button

Description

Location Prefix

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.

Name

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.

Source

Select one of the following sources from which to create work orders:

  • Min-Max - Create work orders for products/locations for which the Min-Max buying method is selected, a primary supplier is selected, a minimum and maximum stock level are set up, and the available quantity is below the minimum stock level.

  • Sales / Transfer Orders - Create work orders to build products required for sales and transfer orders (including manufactured components of fixed kits).

NOTE Work orders are not created for sales or transfer orders that are on credit hold.

  • DRP Actual Planned Receipts - Create work orders for products/locations for which actual planned receipt quantities exist. For more information on creating actual planned receipts, see Actual Planned Receipt Create.

  • All – Create work orders for all of the above sources.

All (Categories)

Select this check box to create work orders for all product categories. This check box is selected by default.

Category Code

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.

All (Subcategories)

Select this check box to create work orders for all product subcategories. This check box is selected by default.

Subcategory Code

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.

All (Products)

Select this check box to create work orders for all products. This check box is selected by default.

Product Code

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.

Product Name

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.

All (Billing Customers)

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.

Billing Customer Code

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.

Billing Customer Name

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.

All (Customers)

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.

Customer Code

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.

Customer Name

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.

All (Order Classes)

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.

Order Class

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.

All (Dates)

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.

Start Date

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.

End Date

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.

Date Type

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.

Additional Product Filters Tab Fields and Buttons

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.

Results Tab Fields and Buttons

Field or Button

Description

Products to Build

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:

  • Create - Select this check box for products for which you want to create work orders, or click the Select All button in the ribbon to select this check box for all displayed products.

  • Consolidate - Select this check box to consolidate multiple rows for the same product into a single work order.

  • Manufacture Quantity - Enter the quantity to build for each product. This column defaults to the recommended quantity.

  • Manufacture UM - Enter the unit of measure of the quantity to build for each product.

  • Expected Start Date - Enter the expected date work will start for the work order for each product.

  • Expected Start Time - Enter the expected time work will start for the work order for each product.

  • Expected Finish Date - Enter the expected date work will finish for the work order for each product.

  • Expected Finish Time - Enter the expected time work will finish for the work order for each product.

  • Manufacture Location - This column displays the location prefix of the location in which each product will be manufactured.

  • Product Code - This column displays the product code for each product.

  • Product Name - This column displays the names of the products to be built. An active status bill of material has been set up for these products in Bill of Material Maintenance.

  • Version - This column displays the version of the bill of material being used for each work order. You can double-click to select a different version.

  • Revision - This column displays the revision of the bill of material being used for each work order. You can double-click to select a different revision.

  • Category Code  - This column displays the product category for each product.

  • Subcategory Code - This column displays the product subcategory for each product.

  • Order Number - This column displays the order number for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Line - This column displays the line number for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Order Qty - This column displays the quantity ordered for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Product UM - This column displays the product unit of measure for each product.

  • Order Date - This column displays the order date for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Required Date - This column displays the required date for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Customer Code - This column displays the customer code for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Customer Name - This column displays the customer name for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Order Class - This column displays the order class for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Order Status - This column displays the order status for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Trade ID - This column displays the trade ID for products on sales from EDI trading partners. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Customer PO # - This column displays the customer purchase order number for products on sales orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Cancel after Date - This column displays the cancel-after date for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Shipper ID - This column displays the shipper ID for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Ship Complete - The check box in this column is selected for products on sales or transfer orders that are required to ship complete. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Earliest Ship Date - This column displays the earliest ship date for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Latest Ship Date - This column displays the latest ship date for products on sales or transfer orders. This column is only available if you select the Sales / Transfer Orders or All radio button on the Select tab.

  • Planned Receipt Date - This column displays the planned receipt date for each product's actual planned receipt. This column is only available if you select the DRP Actual Planned Receipts or All radio button on the Select tab.

  • Quantity - This column displays the actual planned receipt quantity for each product. This column is only available if you select the DRP Actual Planned Receipts or All radio button on the Select tab.

  • UM - This column displays the unit of measure for each product. This column is only available if you select the DRP Actual Planned Receipts or All radio button on the Select tab.

  • Lead Time - This column displays the lead time for each product. This column is only available if you select the DRP Actual Planned Receipts or All radio button on the Select tab.

  • Able to Build - This column displays the quantity that can be built for each product.

  • Recommended Qty - This column displays the recommended quantity to build for each product. This is the quantity that will increase inventory to the maximum stock level. This column is only available if you select the Min-Max or All radio button on the Select tab.

  • Minimum Qty - This column displays the minimum stocking level for each product. This column is only available if you select the Min-Max or All radio button on the Select tab.

  • Maximum Qty -  This column displays the maximum stock level for each product. This column is only available if you select the Min-Max or All radio button on the Select tab.

  • Qty. Available - This column displays the available quantity for each product.

  • Qty. on Order - This column displays the on order quantity for each product.

  • Qty. on Hand - This column displays the quantity on hand for each product.

  • Qty. Pending - This column displays the pending quantity for each product.

  • Qty. Future - This column displays the future order quantity for each product.

  • Qty. Allocated - This column displays the allocated quantity for each product.

  • Qty. Backordered - This column displays the backordered quantity for each product.

  • Qty. Not Available - This column displays the quantity of each product in not available bins.

  • Lead Time - This column displays the lead time for each product.

  • Last Cost - This column displays the last cost for each product.

  • Approx. Per Unit Components Cost - This column displays costs of all component products required to build each product. Component products are defined for a product on the Components tab in Bill of Material Maintenance.

  • Approx. Per Unit Cost Categories Cost - This column displays the sum of all component unit, per hour, or per unit cost categories for each product. These cost categories are defined for a product on the Cost Categories tab in Bill of Material Maintenance.

  • Approx. Flat Cost Categories Cost - This column displays the sum of all flat amount cost categories for each product. These cost categories are defined for a product on the Cost Categories tab in Bill of Material Maintenance.

  • Approx. Total WO Cost - This column displays the sum of all costs to build each product.

  • Currency - This column displays the currency for the cost of each product.

  • Estimated Run Time - This column displays the estimated time required to complete manufacturing for each product.

  • Time UM - This column displays the time unit of measure for the estimated run time for each product.

  • Product Line Code - This column displays the product line code for each product.

  • Product Line Name - This column displays the product line name for each product.

  • Style Code - This column displays the style code for each product.

  • Style Name - This column displays the style name for each product.

  • Color Name - This column displays the color name for each product.

  • Size Code - This column displays the size code for each product.

  • Size Name - This column displays the size name for each product.

  • Product Alt. Search - This column displays the alternate search name for each product.

  • Country of Origin - This column displays the country of origin for each product.

  • Product User Defined 1-20 - These columns display information stored in user defined fields for products. For information on setting up these fields, see User Defined Fields Maintenance.

  • Product Type - This column indicates if each product is a fixed kit or manufactured product (built for a work order).

  • Billing Customer Code - This column displays the billing customer code for products on sales or transfer orders.

  • Billing Customer Name - This column displays the billing customer name for products on sales or transfer orders.

Totals

This grid displays totals for work orders you are about to create. This grid includes the following columns:

  • Finalized - Select this check box for each work order you want to mark as finalized when it is created. When a work order is marked as finalized, components are allocated for the work order, and backflushed components are issued.

  • Consolidate - This check box is selected for each work order that is consolidated from more than one order or source.

  • Product Code - This column displays the product code of the product to be manufactured for each work order.

  • Product Name - This column displays the product name of the product to be manufactured for each work order.

  • Manufacture Location - This column displays the location prefix of the location where each work order will be manufactured.

  • Version - This column displays the version of the bill of material being used for each work order.

  • Revision - This column displays the revision of the bill of material being used for each work order.

  • Shipping Location - This column displays the shipping location prefix for each work order.

  • Expected Start Date - This column displays the expected date work will start for each work order.

  • Expected Start Time - This column displays the expected time work will start for each work order.

  • Expected Finish Date - This column displays the expected date work will fill for each work order.

  • Expected Finish Time  - This column displays the expected time work will fill for each work order.

  • Qty - This column displays the quantity of product to manufacture for each work order. If the Consolidate check box is selected for the work order, this may include quantities from multiple orders or sources.

  • UM - This column displays the unit of measure for the quantity of the product to manufacture for each work order.

  • Approx. Total WO Cost - This column displays the approximate total cost for each work order.

  • Currency - This column displays the currency for the cost of each work order.

  • Estimated Run Time - This column displays the estimated time required to complete manufacturing for each work order.

  • Time UM - This column displays the time unit of measure for the estimated run time for each work order.

  • Backorder Priority - Enter the backorder release priority for each work order. The backorder release priority can be between 0 and 999, with 0 being the lowest and 999 being the highest. Any backordered work orders for the defined bill of material product are released in Work Order Allocate based on the priority that is assigned for the product. For example, if two work orders that contain similar component products are on backorder due to insufficient inventory, the work order that was assigned the higher backorder release priority is released first. This defaults to the backorder release priority for the bill of material associated with each work order.

Print Options Tab Fields and Buttons

Field or Button

Description

Output Option

Select one of the following output options:

  • Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant.

  • File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name.

  • Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field.

  • Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file.

  • Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.

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

Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.

Specify File Name

Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.

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

Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.

Excel Format Name

Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.

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

Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.

Include header

Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.

Delimiter

Enter a comma (,), caret (^), or vertical bar (|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.

Enclosing Character

If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.

Printer

Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.

Subject

Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.

Report File Prefix

Enter a prefix for the report file name. This field is only available if you select the Email radio button.

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

Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.

Print Title Line on All Pages

Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.

Report Language 1

Enter the first language for the report, or click the Lookup button to select a language.

Report Language 2

Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.

Horizontal Shading

Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.

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

Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.

Number of Copies

Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.

Process

These radio buttons are disabled in this window.

Task Occurs

These radio buttons are disabled in this window.

Time

These fields and radio buttons are disabled in this window.

Date

This field is disabled in this window.

Task Description

This field is disabled in this window.

Scheduling Assistant Queue

This field is disabled in this window.

External Email

This check box is disabled in this window.

Screen Alert

This check box is disabled in this window.

Internal Email

This check box is disabled in this window.

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:

  • Print - Select the check box in this column to output the report file.

  • Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button.

  • Report Description - This column displays the description of each report file.

  • Report Filename - This column displays the .rpt file name for each report file.

  • Report Name - This column displays the name of each report file.