Main Details Tab

Works Order Reference: Depending on your system settings, you will either see ‘TBC’, with this field being greyed out, or you will be able to manually enter a unique works order reference. If the field shows ‘TBC’, the works order will be issued the next sequential number available, upon saving.

Works Order Details

Bom Reference: The BOM reference drop down contains all available stock records that have bill of materials that are not marked as ‘In Progress’. You must select the stock record you want to raise a works order, for before you can continue.

Note: All information relevant to the works order is automatically populated from the Bill of Material record. You can amend any data if required prior to saving the works order.

Description: This is the BOM reference (Stock Item) description.

Quantity Required: The quantity of the product you wish to manufacture. Once you have selected a bill of material reference, you must enter a quantity to manufacture before you can continue creating the works order.

Revision: The revision number from the bill of material.

Unit:  If the Item you are building has more than one unit of measure, the required unit can be selected here.

WIP Nominal Code: If you have WIP Nominal Integration turned on in your works order settings, this field will display the WIP account that will be used to control WIP values for this job.

Quality Standard: This field identifies what quality standard you manufacture the item to.

Works Number: An internal reference field that you can assign to the job, separate to the works order reference.

Project Number: An internal project number that you can assign to the job.

Salesperson: The salesperson that is responsible for the order the job is being manufactured for.

Material Overhead:  Defines the overhead percentage rate to be applied when calculating material costs.

Labour Overhead: Defines the overhead percentage rate to be applied when calculating labour costs.

Machine Overhead: Defines the overhead percentage rate to be applied when calculating machine costs.

Note: The Overhead rates will pull through from the Bill of Material if set.

Dates

Date Created: The date the works order record was created.

Due Date: The date the works order record is due to be completed.

Safety Due Date: The date the works order record is due to be completed, less any safety planning period days that are configured in your system from the Stock Record.

Start Date: The date the job is scheduled to start. This is calculated from the Routing setup and production time.

End Date: The date the job is due to be finished. This is elapsed time calculated from the Routing setup and production time. The End Date will ideally be on, or before the Due Date, or on, or after the Safety Due Date.

Instructions

Manufacturing Instructions: Use this field to record manufacturing instructions relevant to the overall build. If this is set on the Bill of Material itself, it will automatically pull through onto the Works Order.

Product Image: A product image will be shown if a product image has been added to the stock record.

Planning

Include in MRP Demand: This field indicates whether the works order record should be included in the Planning Demand Schedule. If this is unchecked, the planning system will ignore the component requirements on the works order.

Include in MRP Replenishment: This field indicates whether the works order is to be considered as a replenishment by the Planning MRP system.

Exclude from Stock Profile: This field indicates whether the works order is to be included in the stock profile projection. It is recommended that this setting matches the ‘Include in MRP Replenishment’ option.