If you always use the same work order process to produce a specific finished product, you can create a work order template and attach it to a finished work order product. When you do this, each time a customer reorders the finished product, the system uses the assigned work order template to create the work order. You can then adjust the quantities, materials, or steps, as needed.
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Important:A product must have a template assigned in order for products to display on the Suggested Work Order Queue. |
To attach a work order template to a finished product:
From the Maintenance menu, select Product to display the Product Maintenance and select a product record.
From the Additional Data menu, select Work Order Processing to display Work Order Processing Maintenance.
In the Template ID field, enter the work order template number the system should use to create the finished product.
If a template has already been used to create a work order for this product, the system populates this field with that number.
In the Calculate Sell Methodfield, select one of the following:
Use Assembled Product Price - Uses the assigned product price for the finished product.
Use Sum of Component Prices - Uses the combined total price for each product contained in the finished product.
Note: This field must be set to the UseSum of Component Prices selection for the work order template to display on the Customer Sales Rebate Report. In addition, the component needs a sell matrix set that contains rebate information.
In the Calculate Cost Method field, select one of the following:
Use Assembled Product Cost - Uses the assigned product cost for the finished product.
Use Sum of Component Costs - Uses the combined total cost for each product contained in the finished product.
Note: This field must be set to the UseSum of Component Costs selection for the work order template to display on the customer sales reports.
If the product requires serial number prompts and masking, use the following fields:
Prompt SN# on In Step - Prompts the user to enter the serial number on the Quantity In on the Step Detail tab in Work Order Entry.
Serial Number Mask - If you are using the system to assign serial numbers, enter the mask used for this product for work orders, such as "W"-# to indicate you want all numbers to start with a W for work orders and then number them in sequence.
For more information, see Attaching Serial Numbers to Work Order Finished Products.
To make changes to the work order template, click Edit Template to display Work Order Entry in edit mode. Adjust the quantities, materials, or other information, as needed.
Note: If there is no Template ID listed, the system opens a new work order template and assigns that ID to the product.
From the File menu, select Save and then Exit to return to Work Order Processing Maintenance.
Click OK to save your changes.
Save your changes and exit the window.
See Also:
Using Work Order Templates