Tracking (batch works order)

Use the Tracking tab to outline the operations required to complete the works order, and to record the progress of each of those operations.

When the works order is created, 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. operations are copied to the tracking Monitoring works orders through the list of operations needed to manufacture a part. section of the works order. Manufacturing functions involving operations are based on the information held on this tab, not on the original BOM. The design of the product might need to be modified for this specific works order. There might be a specific customer request for a modification, or a component might be unavailable. You can add, amend or remove operations The labour, machine and tool processes required to manufacture an item. from the works order. This does not affect other works orders created from the original BOM.

You can update the BOM with amendments, if required.

To maintain operations in the batch works order

Open: Works Orders > Records > Batch > Enter New Works Order | Tracking.

Open: Works Orders > Records > Batch > Amend Works Order | Tracking.

  1. To add an operation, click in the Reference box in a new line, and enter the details. A new Seq number is automatically calculated for this operation although you can change this if required.
  2. 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.
  3. 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 this, if required.

    • Click in the Description box.

      The Operation Details window appears.

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

      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 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 Works Order Details window, click OK.
    • Click Qty Complete. The Qty Complete window appears, prompting for the quantity complete.
    • Enter the quantity that has now passed through the selected operation in the Completed box.

      • This defaults to the outstanding quantity.

      This quantity is automatically rolled forward as the In Progress quantity for the following operation, leaving any balance still to be completed.

    • Continue as necessary to record the progress of the works order.
    • When you have entered a completed quantity for the final operation, the Complete Works Order window appears and you can now complete the works order.
  6. To print the works order tracking report, click Print.
  7. To re-sequence the operations, click Re-sequence.
  8. To view operation time breakdown for the works order, click Times/Costs.
  9. To delete an operation if it has not been progressed, select it and press F8. The operation is not removed from the original BOM.
  10. To continue making changes to the batch works order details, select the Latest Costs tab.
  11. To save your batch works order details, click Save.
See also

Overview

Enter or amend batch works orders

Recording the progress of a batch

Steps in this task

Enter operations in the operations register

Other tasks

Main details (batch works order)

Additional details (batch works order)

Sales orders (batch works order)

Memo (batch works order)

Allocations/Issues (batch works order)

Latest costs (batch works order)

Add attachments to batch works order

Analysis codes (batch works order)

Working with works order images

Reference

Creating/updating BOM

Completing works orders