Main Details

Open: Cim200 Works Orders > Enquiries > View Works Order | Main Details

 

Works Order Number : If you are using automatic numbering, the order number is automatically generated when you save the works order.

  • If you are entering works order numbers, enter a number up to 30 digits, using any alphanumeric sequence.

Code : Select or enter the Code of the item to be built. Once selected and confirmed, this cannot be changed.

  • Only items with an active BOM will be available and, if set to prevent ineffective BOMs, only those which are not beyond their Effective To date.
  • Where Version Control is in use, only Active BOM versions will be available.  Once the item has been selected the Active BOM version number will be shown below.

BOM Version : The Bill of Materials version number to use.  This is only available when Version Control is enabled in the Bill of Materials module.

Quantity : The quantity of the built item to be made.  Once confirmed this cannot be changed.

Unit : The Unit of Measure of the Quantity to be made. Any Unit of Measure setup against the item can be used.

  • The quantity added to stock when the order is complete will be determined by the ratio(s) setup in the Unit of Measure settings for the item.

 

Details

Warehouse : The warehouse location and Bin location that completed stock of the built item will be received into.  Only valid stocking locations already setup for the built item will be available to select from.  Where Multiple Warehouses are not in use, the Bin location will always be set to Unspecified.

Lock WO : Locking a Works Order prevents it from being processed, printed or amended until it is unlocked.

Revision : The BOM revision number, taken from the item’s Bill of Materials.

Component Association : Tick this option if the built item is traceable, has traceable components, and the traceable numbers of components must be matched to the traceable numbers of built items.

  • When the order is completed, traceable component numbers must be associated with the completed traceable numbers.
  • The default setting is taken from the built item’s Bill of Materials.

Quality Standard : The BOM quality standard reference, taken from the item’s Bill of Materials.

WIP Nominal : The Nominal account to use when Stock transactions are set to integrate with Nominal Ledger.  This is defaulted from Works Order Settings but can be overridden.

Project : If Project Accounting is in use, the order can be linked to a Project.  Set the Project reference to link to.

Works Number : Can be used for recording a separate Works Number, if required.

Sales Person : Can be used for recording the Sales Person

 

Product Image

The Product Image set on the built item stock record will be copied to this area as a new order is created.

Alternatively, use the Add, Change and Remove buttons underneath to make changes to the order.

Changes made this way will not update the item record or any other Works Orders.

Dates

Created : The date the Works Order was created.

Due Date : The date the Works Order is due.

  • If the Works Order is actioned from Planning the Due Date is calculated automatically based on when the built item stock is required.
  • If the Works Order is entered manually the Due Date will be blank but can be manually entered.

Safety Due Date : The date the Works Order is due, less any Safety Lead Time set in Planning.

  • If the Works Order is actioned from Planning the Safety Due Date is calculated automatically based on when the built item stock is required.
  • If the Works Order is entered manually the Safety Due Date is blank but can be set by entering a Due Date.

Start Date : The date the Works Order should start, to be completed by when it is due.

  • If the Works Order is actioned from Planning the Start Date is calculated automatically based on the Safety Due Date and the estimated lead time.
  • If the Works Order is entered manually the Start Date defaults to the current date but can be amended or recalculated using the Recalculate Dates button.

End Date : The date the Works Order is expected to complete.

  • If the Works Order is actioned from Planning the End Date is calculated automatically based on the Safety Due Date.
  • If the Works Order is entered manually the End Date is calculated from the Start Date, applying the order lead time.
  • Alternatively, it can be calculated from the Due Date if that is set or changed manually.

Planning

Include in MRP Demand : Tick to include the Works Order as a Demand in MRP runs.

  • If not ticked, no demand is planned for the material components on the order.
  • The default setting is taken from Works Order Settings.

Include in MRP Replenishments : Tick to include the Works Order as a Replenishment in MRP runs.

  • If not ticked, no replenishment is planned for the built item on the order.
  • The default setting is taken from Works Order Settings.

Exclude from Stock Profile : Tick to exclude the Works Order the Stock Profile screen.  This setting applies both to the built item – the Outstanding WO,  and the components.