Entering Work Orders

Use the Work Order Entry screen to enter work orders for special value add processing. You define the steps in the process, who performs them, and how long completing each step takes. In addition, if you are not processing the order in house, you can enter the vendor's setup and processing costs. If the customer will have repeat orders for this product, you may want to create a template for this process. You must have authorization to enter work orders.

Note: If you enter a product with a Delete status and the quantity exceeds the amount on-hand to sell, a warning displays. For more information about product status, see Product Status Codes in Product Maintenance.

Before You Begin

Verify that the finished product has a maintenance record. You cannot process the order without a finished product.

To create a work order:

From the Orders menu, select Work Order Entry to display the Work Order Entry screen.
In the Order ID field, enter New.
In the PrcBr field, if accessible, type the number that identifies the branch used to determine the pricing rules for the products on this order.
In the Start Date field, enter the date to begin processing the work order.
In the Description field, enter a brief statement that describes the finished product and the process, for example, 16lb Sledge Hammer Assembly.
In the Process field, enter a description of the work to perform.

Valid process values are set up in the Valid Vendor Work Order Processing Codes control maintenance record.

Add comments to the process, if needed.
In the Vendor Name field, enter the name of the individual or company that will perform the step. You must complete this field, even if you are performing the process in-house. See Creating Service Vendor Records for more information.

If you select a vendor who is not set up in Vendor Maintenance as a service vendor, you must also complete the setup and processing cost information. The vendor must be a ship-from vendor.

Complete additional fields, as needed.

Note: Your user profile determines which columns are visible.

Press Enter to display the Work Order Entry Material Detail screen.
Enter any materials needed to perform the step and press Esc to return to the Work Order Entry screen.
Enter additional processes, as needed.
To use this order as a template for future orders, see Creating Work Order Templates.
Press Esc.

If the Work Order Entry Header screen displays, in the Freight field, enter the vendor's freight terms. Edit other header information as needed and press Esc to return to the Work Order Entry screen. Press Esc to save the order and clear the screen.