Selecting Alternate Work Order Entry Screen Views

You can change the columns on the Work Order Entry screen to display a variety of information. For example, you can change to a view that shows your setup and processing costs. The view that displays when you access this screen depends on your user maintenance settings.

Use the following screen views to enter, edit, or monitor information on your work orders:

Setup/Unit Cost
Status
Start/Comp Date
Required Date
Earliest Avail
Reconcile
Line Item Detail
Balance
Process Qty/Cost

To enter setup and processing costs for a step:

Enter or open a work order.
Select a step, use the View hot key, and select Setup/Unit Cost from the list.

If you entered setup and processing cost defaults for this vendor, those values display.

Change the following fields, as needed:

Field	Description
Days	The number of days required to complete the step in the process.
Setup Cost	A dollar amount that identifies any costs incurred in preparation for processing one unit of the product, based on the unit of measure.
Proc Cost	A dollar amount that identifies any labor or other costs incurred during the process, per unit of measure.
UM	The proportions of a specific item as it is costed for processing, such as ea (1 each), C (cost per 100), M (cost per 1000), wt (cost based on weight), or lot (cost for entire order). Once you complete this field, press Enter to display the Work Order Entry Material Detail screen. The screen does not display automatically unless you press Enter from this field.

If you are creating this work order from within a sales order, the work order template you use determines how the selling price and the cost are calculated.

Note: If you cancel this order, you must cancel the payable before you can remove these costs.

To update the status of a step:

Enter or open a work order.
Select a step, use the View hot key and select Status from the list.
Change the following fields, as needed:

Field

Description

Status

Identifies the status of the selected process.

Note: When you complete a step to which an incoming material is attached, you may be prompted to enter serial numbers, if the system is not set up to assign them.

Comp Date

The date by which the step in the process is expected to be complete. The date by which the step in the process is expected to be complete. If you complete this field, the system adjusts the number of days required to complete the process, based on difference between the start date and this date. If the step is in process, you cannot change this date to one in a closed accounting period.

Note: If more than one process exists in this work order, the system prompts you to update the subsequent start and completion dates. Enter Y to update the process dates or N to leave them as is.

To update the start and completion dates for a step:

Enter or open a work order.
Select a step, use the View hot key, and select Start/Comp Date from the list.
Change the following fields, as needed:

Field	Description
Days	The number of days required to complete the step. When you complete this field, the system adjusts the completion date for this process and the start date for the next process.
Start Date	The date work is expected to begin on the process, or the date the materials ship to the vendor. If the step is in process, you cannot change this date to one in a closed accounting period.
Comp Date	The date by which the step in the process is expected to be complete. If you complete this field, the system adjusts the number of days required to complete the process, based on difference between the start date and this date. If the step is in process, you cannot change this date to one in a closed accounting period. Note: If more than one process exists in this work order, the system prompts you to update the subsequent start and completion dates. Enter Y to update the process dates or N to leave them as is.
S	Identifies the status of the selected process, for example, open, complete, or canceled. Note: When you complete a step to which an incoming material is attached, you may be prompted to enter serial numbers, if the system is not set up to assign them.

To update the required date for a step:

Enter or open a work order.
Select a step, use the View hot key, and select Required Date from the list.
Change the following fields, as needed:

Field	Description
Days	The number of days required to complete the step.
Comp Date	The date by which the step in the process is expected to be complete. If you complete this field, the system adjusts the number of days required to complete the process, based on difference between the start date and this date. If the step is in process, you cannot change this date to one in a closed accounting period. Note: If more than one process exists in this work order, the system prompts you to update the subsequent start and completion dates. Enter Y to update the process dates or N to leave them as is.
Req Date	The date by which the customer must receive the finished goods.
S	Identifies the status of the selected process, for example, open, complete, or canceled. Note: When you complete a step to which an incoming material is attached, you may be prompted to enter serial numbers, if the system is not set up to assign them.

To view the earliest date the materials for a step will be available:

Enter or open a work order.
Use the View hot key and select Earliest Avail from the list.
Review the following fields:

Field	Description
Days	The number of days required to complete the step.
Comp Date	The date by which the step in the process is expected to be complete.
Avail Date	The earliest date the materials will be available for processing.
S	Identifies the status of the selected process, for example, open, complete, or canceled. Note: When you complete a step to which an incoming material is attached, you may be prompted to enter serial numbers, if the system is not set up to assign them.

To view the results of reconciling the materials and other costs:

Enter or open a work order.
Use the View hot key and select Reconcile from the list.
Review the following fields:

Field	Description
Process	The total vendor costs for the selected step, including setup, processing, freight, and handling charges.
Mat'l Bal	The total cost of the materials used during the selected step.
Balance	The total cost of setup, processing, and materials for the selected step.

To view the quantities and costs of each material associated with a step:

Enter or open a work order.
Use the View hot key and select Line Item Detail from the list.
Review the following fields:

Field	Description
CostIn	The cost of the product before processing.
CostOut	The cost of the product after processing.
Balance	The total process cost. If you view this field after the work order is complete, it should have a value of 0 (zero). If it does not, you need to reconcile the figures.

To view the total cost of processing the product:

Enter or open a work order.
Use the View hot key and select Balance from the list.
Review the following fields:

Field	Description
Start Date	The date work is expected to begin on the process, or the date the materials ship to the vendor.
Comp Date	The date by which the step in the process is expected to be complete.
Balance	The total process cost.

To view the total quantity and associated cost of the process:

Enter or open a work order.
Use the View hot key and select Process Qty/Cost from the list.
Review the following fields:

Field	Description
Days	The number of days required to complete the step.
Proc Qty	The quantity of product to be processed during the specified step.
Proc Cost	A dollar amount that identifies any costs incurred during the process per specified unit of measure.
UM	The proportions of a specific item as it is costed for processing, such as ea (1 each), C (cost per 100), M (cost per 1000), wt (cost based on weight), or lot (cost for entire order).