When a Works Order is created, the component details are copied from the components on the Bill of Materials for the built item.
If version control is in use, the Active version of the BOM is used.
You can also add, edit, remove components, if the components required for an order differ from those defined on the bill of materials.
Open: Cim200 Works Orders > Works Orders > Enter New Works Order | Components
Open: Cim200 Works Orders > Works Orders > Amend Works Order | Components
Open: Cim200 Works Orders > Works Orders > Amend Works Order (Elevated Privileges) | Components
Open: Cim200 Works Orders > Enquiries > View Works Order | Components
Note: The View Works Order option allows you to view the orders but not amend them.
Add components in the following ways:
- Add multiple stock items.
Note: This is the default way of adding items.
- Add individual components.
When you add components to a works order using the Components tab, you can also add rich text comments or links to documents.
Note: Sub-assemblies are shown in blue.
If a duplicate component is added, and the Warn when adding duplicate components setting has been enabled in Bill of Materials Settings, the component is highlighted in the list. This does not prevent you from saving the works order.
Note: You cannot change the stock item if the component line is being referenced by an operation on the works order.
You can change the quantity or unit of measure.
- Click in the Quantity box for an item to enter the component quantity that is required to manufacture the finished item.
Note: If you enter a quantity which does not match precision set on the unit of measure, the quantity is automatically adjusted to the nearest appropriate value.
- The stocking Unit of Measure on the stock item is automatically displayed. You can select a different unit if required.
Note: You cannot select a different unit of measure if the component line is being referenced by an operation on the works order.
- Components are either Component or Subassembly. This is displayed automatically in the Type box.
Note: Sub-assemblies are shown in blue.
You can set further details on each component. Select a component in the list and amend the details below.
In the Component Details window, enter the following details on the Details tab.
Fixed Quantity : Select this check box if the component quantity is not affected by the works order quantity.
- For example, if the component quantity is 2 and the quantity on Works Order is 1000, ordinarily the order expects to issue 2000 components. If the Fixed Quantity is ticked, it expects to issue only 2 components.
Note: For components copied from the Bill of Materials when an order is created, the Fixed Quantity calculation has already been applied, and the setting defaults to the works order component. If the works order quantity is changed, the quantities on components set as Fixed Quantity will not be updated.
Bulk Issue : Select the Bulk Issue check box if you want to handle stock movements manually for this component. Bulk Issue items can still be allocated, if Allocate Non-Stock/Bulk Issue Items is enabled in Works Order Settings.
- For components copied from the Bill of Materials when an order is created, the Bulk Issue setting defaults from the Bill of Material component.
Instruction : Enter any instructions relating to the component.
- For components copied from the Bill of Materials when an order is created, the Instruction defaults from the Bill of Material component.
Quantity : Enter the quantity of the component required to manufacture the finished item.
Note: If you are entering component references on the Component References tab, you must enter the same number of references as the Quantity value.
Scrap Percent : The allowance value for scrap.
- For components copied from the Bill of Materials, when an order is created the Scrap Percentage has already been applied, and the value defaults from the Bill of Materials.
Sequence : BOM components are added with a sequence number calculated according to the rules set in Bill of Materials Setting.
- If you want to change the sequence number, enter a new number here.
Unit of Measure : The Unit of Measure defaults from the stocking unit of measure on the stock record, but if the item is setup for multiple units of measure you can change it to an alternative unit.
Manufacturing Instructions : Enter any Manufacturing Instructions relating to the component.
- For components copied from the Bill of Materials, when an order is created the text defaults from the Notes area on Bill of Material component.
Manage Component References
If you selected Component references required on the Components tab, you can enter component references on the Component References
- If your business uses batch or serial numbers, you may want to enter one or more component references against the works order component.
- You may also use component references when you have certain components that need to be associated with specific tasks, positions, or processes within a works order.
- For example, a circuit board is made up of transistors, and in many cases, several different types of transistor. The different types of transistor can only be placed in certain positions within the board. Transistor type 1 can only be placed in position A, C and E, whereas transistor type 2 can only be placed in position B, D, F and G. You could enter component references against Transistor type 1 as PosA,PosC,PosE and those against Transistor type 2 as PosB,PosD,PosF,PosG.
- Quantity checks are only performed when at least one component reference has been entered, so you can enter component references on some components but not on others.
Manage Analysis Codes
If you have setup any analysis codes, complete the analysis code information as needed.
- Analysis codes are extra pieces of information that can be added to Works Orders or copied from the Bill of Materials. Before using analysis codes in Works Orders, they must first be setup in Cim200 Bill of Materials > Maintenance > Maintain Component Analysis Codes.
- Each analysis code can optionally be set with a set of valid values which can be selected from a drop-down list or could only allow for free text entry.
Note : Where the same analysis code is used in both Bill of Materials and Works Orders, the analysis code value in the Bill of Materials will be copied automatically to the analysis code on the Works Order.
- In the Value field, type the appropriate value or select from the drop-down list, if applicable.
Managing Component lines
To delete a line, select the line, click Delete Line and confirm that you want to do so at the prompt.
Click Resequence to apply the default sequencing of numbers to the components and confirm that you want to do so at the prompt.
Components are resequenced based on the defaults in the BOM settings Resequence tab.
Note: If the default is to resequence in stock code order and the list contains a combination of component, document and comment lines, the comments are grouped at the top of the list, followed by documents, followed by component lines in stock code order.
To view the stock item details for the components, click View Stock Record.
To view details of allocated or issued traceable numbers, select a traceable component then click Batch Numbers or Serial Numbers. By default, the Traceable Component Details screen shows details of current allocations; click on Issues to see issues.
To view details of component scrappages, select a component that has been scrapped and click Scrap Details.
To save your works order details, click Save.