Moving Materials Between Work Order Steps

The system requires that you process all of the materials in a step before you can move on to the next step. If you do not have all of the raw materials available when you start a work order, you can use the Move hot key to move a line item's quantity or part of the quantity to a new or different step. For example, if you need 25 widgets to make 25 of a finished product, but you have only 12 on hand, you can transfer the remaining 13 widgets to a new step with a later start date, process the 12 widgets through the step, and as soon as the 13 widgets are available, send them through the same process.

Note: You cannot move quantities to canceled steps, or at all on a work order template.

To move materials between processes:

  1. From the Orders menu, select Work Order Entry to display the Work Order Entry screen.

  2. Enter or open a work order.

  3. Select a process and use the Material hot key to display the Work Order Entry Material Detail screen.

  4. Position your cursor on the materials to move and use the Move hot key to display a prompt.

  5. At the prompt, type the number of line items to move.

  6. Press Enter to display the Move Materials screen.

  7. Select the step to which to move the materials and press Enter to return to the Work Order Entry Material Detail screen. The selected line item is no longer in the list.

  8. Press Esc to return to the Work Order Entry screen.

  9. Select the process to which the materials were moved and use the Material hot key to display the Work Order Entry Material Detail screen.

  10. Verify that the material was moved and press Esc to return to the Work Order Entry screen.

See Also:

Adding Materials to Work Order Steps