You can convert estimatesForecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches. into works orders without the need to enter more information. If there is a difference between an order and the estimate, change the estimate before converting it to a works order.
We recommend you use the MRP module to create works orders for estimates. This ensures you have sufficient resources to complete the job in the allotted time.
Use the Multi Item Estimate option to create works orders for groups of multi item estimates.
Open: Estimating > Processing > Create Works Order.
Enter the works number you want to use.
Note: If you chose Automatic Works Order Numbers in Works Order Settings Numbering tab, or Use Estimate Number as Works Order Number in Estimate Settings General tab, the works order number is shown.
Select Create a customer record for this prospect if required. Enter an A/C reference.
The customer record is created in the Sales Ledger.
Select Use the customer's address as the site address if required.
If you leave the check box blank, the customer site address on the estimate is used.
To raise works orders for sub-assemblies, click Yes when prompted.
The Raise Works Orders for Sub-Assemblies window appears.
We recommend using MRPMaterials Requirements Planning (MRP). MRP recommends purchase orders, transfers and work orders to balance supply and demand. to create works orders for sub assemblies as MRP takes into account other demands for common products.
Confirm that you want to create works orders for the sub-assemblies shown, when prompted.
The estimate status changes to Production. In Works Orders the status of the newly formed works order(s) is Entered.