Reviewing Open Work Orders

The Open Work Order Queue helps you review work orders that have enough material to release them, those whose start date is before the available date for the material, those scheduled to start in the future, or all open work orders. You can monitor this queue to make sure that work orders start on time and those that have material available are scheduled to process.

You can also add a Open Work Order Queue widget to your main Solar menu. From the User Tools menu, select Add Shortcut Widget.

Note: For outbound work orders in an RF environment, if an item is short picked, the system removes the amount shorted from the work order. For example, if five items are originally ordered, but only three are picked, the order quantity for the item on the work order step is changed to three.

To review an open work order:

1. From the Orders > Queues menu, select Open Work Order Queue to display the Open Work Orders Queue window.

2. In the Branch/Territory/All field, enter the branch or territory for which you want to review work orders. Enter ALL to review work orders for all branches and territories.

3. In the Type field, enter one of the following if you want to limit the types of orders you are reviewing. To review all, type all.

Note: When the system processes a work order the location assigned on the receiving generations of the work order defaults to the picking location assigned on the outgoing material generations of that work order. The same locations are updated to the tagged sales or transfer order as the location from which to pick the material when the sales or transfer order processes.

4. In the Process field, if you want to limit the queue to a specific process, such as Assembly, enter the  process for which you want to search. For example, you need to review only those work orders in the Wrap process because you are short-handed on the dock. Use the Multi button to enter more than one process.

5. In the Vendor field, if you want to limit the queue to a specific vendor, enter the vendor name for which you want to search for open work orders. Use the Multi button to enter more than one vendor.

6. Click Update and review the columns.

   Column	Description
   Print	Indicate whether to print the selected work order when you use the Print option. Enter Y to include the order in a print batch, or N to exclude it. Note: To set all displayed work orders to Yes, type Y in the first row and use the Order > Set All menu option.
   Ship Branch	The branch at which the work order was created.
   Order ID	A letter followed by a series of numbers that identifies the work order. The decimal point followed by a number indicates the step in the process.
   Status	The current status of the work order. 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.
   Step #	The affected step in the process.
   Process	The type of work order process to perform. If you want to change a process for a work order, from the
   Avail Date	The date the materials are available for processing.
   Start Date	The date work is expected to begin on the process, or the date the materials ship to the vendor.
   Complete Date	The date by which the step in the process is expected to be complete.
   Description	The description of the product on the order in the current process.
   Number of Items	The total number of lines with products ordered and in the current process.
   Items not Available	The number of lines on the order that currently are not available for shipment. For example, you have a product going out on a work order with a quantity of 250. The Items not Available columns displays 1 indicating that the single line with 250 items is not available. If you had two products with two different quantities that were unavailable, the system would display 2.

7. Save your changes and exit the window.

See Also:

Adding Materials to Work Order Steps

Moving Material Between Work Order Steps