Enter, Amend or View Works Order

To enter a new Works Order

Open: Works Orders > Works Order List.

• Select the New button above the list view.

From the menu:

Open: Cim200 Works Orders > Works Orders > Enter New Works Order

• Enter the Works Order number.

If you are using automatic numbering, the number automatically generates when you save the works order.

If you are entering works order numbers, enter a number up to 30 characters.

• Enter the Quantity to make. This defaults to the Default Build Quantity set on the built item’s Bill of Materials record.
• Select the Unit of measure to make.  This defaults to the item’s stocking unit of measure in Stock Control.
• Select the Route to use for operations on this order.  This will only appear if Multiple Routes is enabled in Works Order Settings.  If enabled, the Route defaults to the preferred route on the Bill of Materials.

• Select if the Works Order is for Stock Item or Non-Stock Item.

If you are creating a Works Order for a Non-Stock Item, a blank Works Order is presented. You will define routing and Bill of Materials for one-off Works Order.

Note: Non-Stock Works Order cannot be traceable

Amend or View a Works Order

Open: Works Orders > Works Order List.

• Select the Amend button above the list view.
• Or select the Amend (Elevated Privileges) button above the list view.
• Or select the View button above the list view.

From the menu:

Open: Cim200 Works Orders > Works Orders > Amend Works Order

Open: Cim200 Works Orders > Works Orders > Amend Works Order (Elevated Privileges)

Open: Cim200 Works Orders > Enquiries > View Works Order

• Select the Works Order number.

1. Enter, amend or view the works order details on the following tabs:

• Main Details
• Manufacturing Instructions
• Links
• Memos
• Components
• Operations
• Subcontracting
• Costing (not visible from Enter New Order)
• Attachments
• Drawings
• Analysis Codes
• Completions (not visible from Enter New Order)
• Audit Log (not visible from Enter New Order)

2. To save the Works Order, click Save.

Provisioning traceable numbers

3. If Works Orders are set to provision traceable numbers on order creation, and the built item is traceable, a message confirms that traceable numbers must be provisioned.  Click OK to continue.

4. Complete the traceable details:

• For a batch traceable item, enter the batch number(s) and quantity to provision, and any additional details such as sell by date.  If the item is set to use auto-generated batch numbers, the next number will be populated by default.
• For a serial traceable item, enter the serial number(s) to be assigned, and any additional details such as sell by date.  If the item is set to use auto-generated batch numbers, the next number will be populated by default.

5. Click OK to complete provisioning traceable numbers.