Allocations/Issues (batch works order)

To maintain components in the batch works order

Open: Works Orders > Records > Batch > Enter New Works Order | Allocations/ Issues.

Open: Works Orders > Records > Batch > Amend Works Order | Allocations/Issues.

1. To add a component, click in the Product Code box in a new line, and enter the item details.

A new Seq number is automatically calculated for this new component although you can change this if required.

2. To amend a component, select the required component and change the details where necessary. You can change any details of a component as long as it has not been allocated or issued.

The description is updated automatically but you can also change this if required.

3. If required, enter additional information about the component.

   1. Click in the Description box.

      The Component Details window appears.

   2. In the Component Details window, enter the Quantity required to manufacture the finished item.

   This should be the total quantity required of this component.

   If you enter a quantity which does not match the unit, the quantity is automatically adjusted to the nearest appropriate value.

   3. If a unit of measure was stored against an item in the stock record Unit of Sale box, this unit is displayed. The unit, here, is not a unit of sale as this is a component and not a sales item. Manufacturing uses the stock record unit of sale value as a default, in the absence of a stock record unit of cost.

   4. Select the Update Stock check box if the component is to be allocated and issued.

      This may be selected or not by default. The Bulk Issue Item setting on the BOM A stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components. Components tab is used as the default. If the Bulk Issue Item is set the Update Stock flag is cleared, and vice versa.

   5. To add notes about the component, click the Memo tab and add these.
   6. To save the component details, click OK. You are returned to the Allocations/Issues tab.

4. Enter the quantity required in the Required column.

   This should be the total quantity required of this component.

   If you enter a quantity which does not match the unit of the item, the quantity is automatically adjusted to the nearest appropriate value.

5. To view a list of purchase orders and works orders tagged to the works order, click OrderEnquiry.
6. To re-sequence the components, click Re-sequence.
7. To delete a component that has not been allocated or issued, select it and press F8.
8. To continue making changes to batch works order details, select the Tracking tab.
9. To save your batch works order details, click Save.