Knowledgebase

Linked Works Orders

A sales document can be linked to a Works Order in several ways:

  • By creating the Works Order from the sales document line
  • By actioning a new Works Order recommendation tagged to the Sales Order in MRP
  • By manually adding a link from within the Works Order
  • By manually adding a link from within the sales document

Where a sales document is linked, the linked Works Order(s) can be viewed from within the Sales document line.

Sales Orders, Quotations and Proforma Invoices can all be linked to Works Orders.

Use this screen to view and manage Works Order links from within the sales document.

Adding and Viewing linked Works Order(s)

Open: Sales Order Processing > Sales Orders > Amend Order > Edit Item
Open: Sales Order Processing > Sales Orders > View Order > View Item

 

1. Click on the Linked Works Order(s) button.

  • The Linked Works Orders window appears, displaying all Works Orders currently linked to the sales document line.

 

Add links to Works Orders

  • Click Links to Works Order to view and add links to open Works Orders.

 

Viewing linked Works Orders

  • Select a linked Works Order.
  • Click the View Works Order button to view the linked Works Order.

 

Amending linked Works Orders

  • Select a linked Works Order line.
  • Click Amend Works Order to amend the linked works order.

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