Stages (one-off works order)

To enter one-off work orders stage header information

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

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

1. For each stage:
   • Enter a Stage Reference. This can be 30 alphanumeric characters in length.
   • Enter a Stage Description. This can be 60 alphanumeric characters.

2. To add, amend or remove operations The labour, machine and tool processes required to manufacture an item. from this works order, click in the Description box.

   The Stage Details window appears.

3. Enter the stage details.

   1. In the Stage Details window, select the Tracking tab.

   The tracking quantity is the required quantity taken from the estimate.

   2. To add an operation, click in the Reference box underneath the last operation displayed, and enter the details.

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

   3. To amend an operation, select the required operation and change the details where necessary.

   You can change any details of an operation as long as it has not been progressed.

   The description is brought in automatically from the operations register This holds details of frequently used operations. Using the register enables fast creation of BOMs or estimates. if the item was selected there. You can change it if required.

   4. Enter additional information about the operation

      1. Click in the Description box.

         The Operations Details window appears.

         This procedure is the same as entering Operation details into the Operations Register.

      2. As you enter Operation Details, the total costs by category appear on the Resource Details tab.

         • To print components on subcontract advice notes A note to a purchaser advising on the intended purchase., you must associate components from 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. with the operation on the Components tab.

           When you create a works order from the BOM through Trial Kitting, the components are copied to the works order for printing on a subcontract advice note.

           If the component quantity does not match the unit of measure, the quantity is automatically adjusted to the nearest appropriate value.

         • To save the operation details and return to the Stage Details window, click OK.
   5. To resequence the operations, click Resequence.
   6. To view operation time breakdown for the works order, click Times/Costs.
   7. To delete an operation that has not progressed, press F8. The operation is not removed from the original BOM.
   8. To print an operation, click Print.

   9. To save the Stage Details, click OK.

      You are returned to the Stages tab.

4. To continue making changes to the one-off Works Order Details, select the Attached Files tab.
5. To save your one-off Works Order Details, click Save.