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Work Orders: Work Order Maintenance

OVERVIEW

This Maintenance window opens from the Work Orders Menu. See this topic for a general introduction to Work Orders and the processing of them.

File Path

Process > Work Orders > Select a Work Order…

This file path takes you to the Work Order Maintenance window.

Graphical user interface, application

Description automatically generated

Work order number

Work order number being viewed.

Click to view any linked external files. Hold the shift key down and click to create a new file link for the record.

Up and down arrows

These arrows allow you to scroll through the work orders.

Notes

Shows status of Work Order, who created it and when.

Part and issue fields

Part number (parent assembly), Assembly part issue reference (when WO created) and Part description.

CUSTOM CAPABILITY: You can intercept the entry of a part number into the work order. It is available in oCustom1.$WkoptnoFinal().

CUSTOM CAPABILITY: You can run custom code after a work order is created. It is available in oCustom1.$AfterWoCreated().

WARNING: You cannot create a Work Order for a N-type, non-stock part. You will be warned it is a B-type Buy part, O-Outwork assembly or it is not a parent with a Bill of Materials, although creating a Work Order with any of these conditions is permissible.

TIP: You can setup the optWoNoEngChange option in Settings Maintenance. If the value is 1 or YES, users will be prevented from creating a Work Order for a part which has Engineering-in-Progress set, rather than just given a warning.

NOTE: You can prevent work orders from being created when the assembly has not been set up with a BoM, Process Route or QA Test Regime. This can be achieved by setting the option optWONewCheckSpec to any combination of BRQW characters. Include a B if the system is to check that the assembly has a BoM. Include an R if the system is to check for a Process Route. Include a Q to check for a QA Test Regime. Finally include a W if the user is only to be warned rather than prevented from creating the WO.

Show Extra Text button

To show the extra texts associated with the parent part. You will be able to change these texts. The Part Works Texts window will open.

Order quantity

Quantity ordered.

TIP: Backflushed orders can have the order quantity adjusted at any time until it is fully completed or cancelled. This enables you to have a permanent “rolling” order which has the order quantity topped up regularly to appropriately reflect MRP requirements.

Planned start date

Latest kitting and start date.

The latest start date defaults to the current Make calendar day and the Completion due date defaults to the latest start date plus the assembly’s lead Make calendar working days. Both can be changed. The user will be warned if the lead time for the assembly exceeds the available workdays for completion.

NOTE: Bear in mind that trial-kitting has not taken place at this time. You may not have sufficient inventory to start the Work Order. However, if you are following MRP recommendations, everything should be on hand for the MRP recommended order date.

Reference

User reference for WO.

Balance due

Balance due still for completion.

Completion due

Date of planned completion.

To Be Backflushed

To be backflushed flag.

If checked, the Work Order will be a Backflushed order where all component kit issues are recorded only at the time of completion of the assembly.

Comments

Comments printed on header of WO.

User fields 1-4

These fields are available for any use you wish to put them. They are passed to works history. They are not otherwise used or reported by the system and are provided for use with custom searches or reports or Ad Hoc reports. There are 4-character fields that are limited to 1, 4, 18, and 30 characters respectively. The field descriptions are set in File — System Manager — Company Details Maintenance window Descriptions tab pane.

TIP: You can selectively get the system to inherit part record user defined field data onto Work Orders. This is done by setting the following system option:
optWOInheritsUserFields
The option value is set to 1234, or any combination of those numbers. It will cause those Work Order user defined fields to be inherited from the part fields.

User field one is one character long

User field two is 4 characters long

User field three is 18 characters long

User field four is 30 characters long.

Options – Ignored by MRP

Ignored by MRP flag.

If checked, MRP will not take account of the Work Order when considering the sources of supply for the assembly part. However, MRP will plan to have all the materials and components in inventory to enable the Work Order to proceed on time.

TIP: This Ignore on MRP feature is particularly useful where you have decided to manufacture something for which there is no Sales Order or other form of demand. In this case, if the Work Order were not set to be ignored, MRP would recommend that it is cancelled.

Options – List Kit on Printed WO

Provide component list on printed WO flag.

Controls whether a full Bill of Materials is listed at the end of the printed Work Order document.

Assembly details

This tab pane is the Assembly Details subwindow. See that topic for details.

Change Route… button

Click to amend the route operations that will apply to this Work Order.

This button control opens the Work Order Operation List Maintenance window to permit changes to the operational route for the WO.

NOTE: Every time a Work Order is created on the system a copy of the operational Process Route is created and held against that specific Work Order. When the WO is cancelled or completed, the route is automatically deleted. Work History records the operational activity. At the time of creating the WO you can amend the standard route, that can contain alternate operations. Capacity Planning takes account of the stored WO-specific route. Shopfloor activity and Work History reflects the stored route rather than the design Process Route. When creating a WO, you can even drop standard operations which have no alternates and add completely new operations specific to the WO. Once the WO has been created, it is independent of the design Process Route.

There are some rules and restrictions that apply:

Any change can be made to the operations of a WO before it has been saved to the database.

If the WO has not been kitted or backflushed, changes can be made to the operations.

If any outwork operation has been placed on a Purchase Order or RFQ, that operation cannot have it’s operation number or work centre changed while it is still subject to a PO or RFQ.

If some of the WO has been received, or Shopfloor data collected for the final operation, the final operation number cannot be removed or changed, nor can a higher operation number be added to the WO route. However, the details of the final operation, including Work Centre, can be changed.

If an assembly has a Process Route, you cannot eliminate all operations for a particular Work Order. At least one must remain.

Actions

Kit Immediately

Check this for a full kit issue of the WO with no shortages when you save a new WO.

This option in processing is only available at the time you create the Work Order and only then if it is not to be Backflushed. If you check this control, at the time you confirm the creation of the Work Order, the full kit for the quantity of the assembly will be issued from inventory. No shortages are ever produced. However, the process of allocating stock is by-passed.

Check this to print the WO Picking List when you save.

Check this to print the Work Order when you save.

Revert button

To revert any changes to the previously saved version.

Save button

To save the changes you have made to the data file.

Also see:

  • Work Orders Menu
  • Work Order Operation List Maintenance
  • Assembly Details

Compiled in Program Version 6.00. Help date last modified on 28 July 2022.

Class wWkoMaint last modified 25 May 2022.

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