Main details (one-off works order)

Open: Works Orders > Records > One-Off > Enter New Works Order | Main Details.

Open: Works Orders > Records > One-Off > Amend Works Order | Main Details.

1. If you are creating a one-off works order, enter the Works Order Number.
• If you are using automatic numbering, the number automatically generates when you save the works order.
• If you are entering works order numbers, enter a number up to 30 digits, using any alphanumeric sequence.

If you are amending a one-off works order, you cannot change the Works Order number.

2. Enter Works Order Details.

   Product Code	Select a Product Code for the one-off works order. The Description appears automatically. If the works order is for an item which does not appear in the Stock Control module, leave the Product Code box empty. For example, a service order item.
   Warehouse/Bin	Select the warehouse from the Warehouse drop-down list. If you have entered a Product Code, and the stock item is linked to more than one bin, select the bin required from the drop-down list. If the stock item is only linked to one bin, the bin is displayed automatically alongside the completion warehouse.
   Qty Required	Enter or amend the quantity required. You must enter the quantity of finished items you want to manufacture, even if that quantity is 1. If you are entering a stock item, the quantity you enter must be valid for the stocked unit of the item. If you enter a quantity that is not valid, it is automatically adjusted to the nearest appropriate value.

3. Enter Dates.

   Due Date	Enter or amend the date by which the works order must be completed. This is also used as the default due date for each stage.
   Starts	Enter or amend the date the works order starts. If you enter the Starts date and time, click (...) alongside to calculate the Ends date and time.
   Ends	Enter or amend the date the works order ends. If you enter the Ends date and time, click (...) alongside to calculate the Starts date and time.

4. Enter Customer Details.

   Customer Details

   If you are entering details for a customer with an account record in the Sales Ledger: Select the customer account, using the drop-down lists in the A/C, Short name or Postcode boxes. The customer details are displayed in the window automatically. If there is no existing account record in your Sales Ledger: Leave the A/C box blank. Enter the name of the person or company for whom the job is being done in the Name box. Fill in the Contact and Order Number boxes as appropriate.

5. Enter Options.

   Include in MRP Replenishments	Select this to include finished items on this works order as available to use when MRP Materials Requirements Planning (MRP). MRP recommends purchase orders, transfers and work orders to balance supply and demand. demands are calculated.
   Include in MRP Demand	Select this if you want the components required to fulfil this order to be included when MRP demands are calculated.
   Linked	Select Linked if you want to link the works order with a purchase order. The check box is clear by default, but subsequently it will be either selected or clear, depending on your last selection. If you select this check box, any associated purchase orders will only be used to meet the demands for this works order.
   Exclude from Stock Projection	Select this check box if you want to exclude this works order from the stock projection calculations.
   Alloc/Issue from Completion Warehouse	Select this if components can only be allocated or issued from the completion warehouse. Note: If this check box is greyed out, you must ensure that component warehouse is selected in Maintain Warehouse Hierarchy in Stock Control.

6. To continue making changes to the one-off Works Order Details, select the Additional Details tab.
7. To save your one-off Works Order Details, click Save.

8. To add an image to your works order, click Image.

   You must save the works order details before you can add an image.