Work Order Module

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Work Order Menu


13.1.1 Overview

 

pc/MRP's Work Order Module allows manufacturing to enter, edit, and print in house work orders to build to stock. The work order contains valuable information such as has it been issued to manufacturing and how many assemblies have been completed and returned to the stock room. It is important to note that order entry sales orders automatically become work orders and share the same database file. The Sale Order Form and the Work Order Form are same form except that Work Order will take only one line item, 00WO and is labeled Work Order instead of Sales Order. Work Orders are closed by: issuing the work order ( through the Stockroom Module) to manufacturing and
receiving the finished assemblies back from manufacturing.  Sales Orders are closed by issuing invoices.

 

 


 

13.1.2 New (Enter A New Work Order)

  • From the Main Menu, select "Work Orders".
  • From The Work Order Menu, select "Add A New Work Order"

 

Work Order Data Entry Screen will appear:

Work Order Data Entry Screen

Note: (at the lower left hand corner) the Root Address and Part number check boxes are activated (with check marks). This indicates that the screen is set to look up address and part information from the database.
The "Account #" and "Part #"fields are always linked to the Customer Address Book and Part Master. This implies that the entries to these two data fields must be valid numbers contained in the Address Book or the Part Master..

 

Step 1: Select Customer:

Step 2: Select Part

Step 3: Enter Quantity

Step 4: Enter Date Required

Step 5: Enter the rest of the fields

Since a Work Order is an in-house build to stock, the Customer PO Number, Customer Contact and Freight fields can be left blank.

Step 6: Save the Work Order when finished

Note: pc/MRP will check all the data validity. If the Customer Account # or Part Number is not valid (cannot be found in the Address Book or Part Master), the user will be prompted to take corrective actions.

Option Buttons

The selections of the "Auto Look-Up Returns will determine what appear in the customer list and the part number list during the selecting customer and selecting parts operations.

Notes: When a work order is entered pc/MRP increments the ondemand quantity for the completed assembly and not the parts in that assembly. The explosion is done later in a temporary scratch pad field whenever purchasing runs an MRP Report. The MRP Report takes each assembly's on demand quantity and allocates finished on hand assemblies and subassemblies and finally parts to fill the demand. When it runs out of parts or goes below the minimum quantity level it prints out that part number and the quantity to purchase.

The above method provides pc/MRP with the following advantages:

* The on-demand status of any assembly is available
* Line items can be quickly entered w/o waiting for an explosion
* You can build to stock, stocking finished-assemblies and sub-assemblies

13.1.3 Edit/View (Scroll/Delete/Undelete Work Order)

This option allows users to scroll, edit, delete, undelete or run queries against work order records.

Selecting an Indexed Search allows users to search on indexed fields.  This allows pc/MRP to find the information much faster.  To perform an Indexed Search select the:

·         Indexed Search tab

·         Desired Sort Order

·         Desired Include information

·         Enter the applicable data in the Begin Scrolling At: field

·         Select the desired Action, View or Edit

·         Press Search

pc/MRP will automatically scroll to the desired record or the nearest match.  Select the correct record by scrolling and press Ok to proceed to the edit screen for that record.

Selecting to run a Queried Search allows users to build, run, save, and load queries for the work order table.  For further details see chapter 15.14.

All of the fields in a work order are editable.  Users however must understand several key concepts before editing work orders.

o        If you were to edit the quantity on a work order you must also edit the quantity on order in inventory or run one of the Audit OnDemand features. 

o        The ISSUED / QTY ASSMD appear on the edit screen for work orders.  pc/MRP will automatically enter a "Y" when the assemblies are issued from stock to manufacturing. The QTY ASSMD field is automatically updated when the assemblies are received by the stock room from manufacturing for that sales order number.

o        The COMPLETE field is displayed only in the edit mode and is filled in automatically when the items are received back from manufacturing.  pc/MRP uses the COMPLETE field to determine if a record is overdue, open or closed. A “Y” in the COMPLETE field marks the record as closed. An “N” in the COMPLETE field marks the record as open.

o        The CO# stands for Change Order Number, this is used to note any changes in the order.

o        Use the delete button to mark a record for deletion Once the record has been marked for deletion you must return to the menu and select REMOVE MARKED RECORDS.

13.1.4 Print (Display A Work Order)

Allows you to print out or display a work order.


13.1.5 Reports (Printout/Display Work Order Reports)

Allows you to print out or display various Work Order Reports. See section 15.4.1 to create custom reports. Your standard report options are as follows:

ALL RECORDS (OPENED AND CLOSED)
 ALL RECORDS FOR A SPECIFIED PRODUCT CODE
ALL RECORDS FOR A SPECIFIED PART NUMBER
ALL RECORDS FOR A SPECIFIED ACCOUNT
ALL RECORDS FOR A SPECIFIED ACCOUNT AND TIME PERIOD
ALL RECORDS FOR A DIVISION FOR A SPECIFIED TIME PERIOD
ALL RECORDS DUE ON A SPECIFIED TIME PERIOD
ALL CASH RECORDS FOR A SPECIFIED DAY
ALL OPEN RECORDS (Backlog and Mfg Schedule
ALL OPEN RECORDS FOR A VEND/CUST ACCOUNT #
ALL OVERDUE RECORDS

Any of the above may include the following:

Matching Exact: This selection allows you to find a work order report by using the exact work order report record, specified day, specified period of time, specified product type, specified part number, specified account, specified account and time period, division for a specified time period, due date on a specified time period, specified day, open records, open records for a vend/cust account #, or all overdue records. It will display/print/send only that record.

 

Matching Partial: This selection allows you to find a work order report by using a partial description of the exact work order report record, specified day, specified period of time, specified product type, specified part number, specified account, specified account and time period, division for a specified time period, due date on a specified time period, specified day, open records, open records for a vend/cust account #, or all overdue records. It will display/print/send all work order reports matching the partial description.

Any of the above may be sorted by:

Work/Sales Order Number
Part Number
Account Number
Part Number Root
Date Entered
Document/Contract #
Due Date
Model Number
Product Code
PO Number
Territory
Salesman
Date Required (Manufacturing Schedule)

13.1.6 Index

 

Re-indexes the Sales/Work Order index file. pc/MRP automatically updates its index files under normal operation. However, if you ever get a "record out of range" error message or can not find a sales or work order, re-indexing the index file is usually the cure.

 

13.1.7 Remove Marked Records

 

Removes all of deleted Sales/Work Orders from the disk. The records will no longer be recoverable.

 

13.1.8 Remove Over X Years

 

Deletes and removes from the disk all Sales/Work Orders over a specified number of years old. Prior to running this command it is advisable to save the Sales Order Database File to disk and label it "Sales DBF as of mm-dd-yr". You should also generate a printout of the file prior to closing it out.

 

 

13.1.9 Summary of Flag Files

If the flag file SHORTRTN.FLG exists work orders returned from manufacturing short will prompt users to decide if the order should be closed automatically or remain open.