Works order records
You can enter works orders for repetitive jobs (batches) or for one-off jobs.
Works orders can be created manually, through the Enter New Works Order options, or generated automatically.
- From the Sales Order Processing module. Sales Order Processing must be set up for this to be done. This allows sales orders Documents that state the quantity, description and price of goods and services ordered. They also specify agreed payment terms and discounts, delivery details and other agreements pertinent to the sale and its supply. to link with works orders.
- From the MRP module.
- Batch works orders can be generated automatically from the Trial Kitting window in the Bill of Materials module.
- One-off works orders can be generated automatically from the Estimating module.
If you want to link sales orders with batch works orders and it is not set up in Sales Order Processing, use MPS. When MRP is run and the recommendation to raise a batch works order is actioned, the batch works order is linked with the specified sales order.
Automatic generation checks the availability of materials and requirements for labour and machine hours, including sub-assemblies, before generating the Works Order record.
Note: If you create works orders manually, you must check the requirements manually.
You can amend works order details at any time. During this process you can also view important information such as the sales order breakdown, costs and progress of the works order.
What do you want to do?
Enter or amend batch works orders
Enter or amend one-off works orders
Set up SOP to generate works orders to link with sales orders
Action recommendations to generate works orders
Generate batch works orders from Trial Kitting
Generate one-off works orders from estimating
Reference
Link sales orders with batch works orders if the link has not been set up in sales order processing