Knowledgebase

Add Link (Links)

Works Orders can be linked to demands that they are intended to fulfil, both Sales Orders and higher-level works orders.

When the source Works Order is completed, the completed stock can be allocated to linked demands.

Linking Works Orders to demands also provides greater visibility of what the built item is being produced for.

 

Maintaining Works Order Links

Open: Cim200 Works Orders > Works Orders > Enter New Works Order | Links
Open: Cim200 Works Orders > Works Orders > Amend Works Order | Links
Open: Cim200 Works Orders > Works Orders > Amend Works Order (Elevated Privileges) | Links
Open: Cim200 Works Orders > Enquiries > View Works Order | Links

Note: The View Works Order option allows you to view the orders but not amend them.

The Works Order Links area shows details of current links.

 

Add a link

When linking a Works Order to a higher-level Works Order, the link must be added from the source/child order.

1. To manually add a link click Add Link.

 

Add a Sales Order link

1. In the Link To area, select link to Sales Orders.

2. The Qty Available to Link shows how many can be linked.

3. Any sales order lines awaiting the built item are listed, displaying the order details, customer details and order line details.

4. Click the View Order button to view the order before linking to it.

5. Tick the order line(s) to link to, then set the Link Qty as the quantity to link to the works order.

6. Once selections have been made, select Link to Works Order.

 

Add a Works Order link

1. In the Link To area, select to link to Works Orders.

2. The Qty Available to Link shows how many can be linked.

3. Any works order lines awaiting the built item are listed, displaying the order details.

4. Click the View Order button to view the order before linking to it.

5. Tick the order line(s) to link to, then set the Link Qty as the quantity to link to the works order.

6. Once selections have been made, select Link to Works Order.

 

Remove a link

1. To manually remove a link click Remove Link.

2. Click Yes to confirm removal of the link.

 

View Linked Order

1. To view a linked order click View Linked Order.

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