Completing works orders

• Stock must be issued to the works order before you can complete the order, unless you have selected Allow at any time in the Complete section of the Allocate/Issue/Complete tab in Works Order settings.
• You can complete a batch works orderThe authority to produce a part using the components specified on a BOM and the process specified on the routing. with a quantity above the value requested on the order.
• If the works order is linked with a sales order, you cannot fully complete the works order if the works order quantity does not satisfy the sales order.
• If you are completing an individual batch works order, you can record part of the order as completed and leave balances outstanding. You can also mark a works order as complete, even though a different quantity has been manufactured.

However, if you are completing multiple batch orders at once, you can only record completion of the whole batch. The system completes the full quantity on the works order regardless of the levels of components issued to the works order.

• You can complete a works order even although you do not yet have the confirmed costs of its components.

1. Use the Works Orders List to select the batch works orders to complete.
2. Click Complete.

3. Confirm that you want to complete the works orders.

   An order is excluded from completion if it has:

   • No componentsRaw materials used to manufacture finished goods. issued to it.
   • Outstanding allocations.
   • Traceable finished items with traceable components.
   • A link to a sales order with a higher quantity than that entered for completion on the works order.

   Manufacturing updates your stock records in the Stock Control file.

The status of your selected works orders changes to Completed.

Open: Works Orders > Processing > Complete.

1. Select the required works order from the drop-down list.
2. Enter the Date Completed. This defaults to the system date.
3. Select the Backflush option

   Note: The backflushThe process of moving materials automatically from stock to work in progress, based on standard quantity required. Without data accuracy and discipline, backflushing can lead to inaccurate inventory records and is therefore not recommended. options defaults to the option selected on the Allocate/Issue/Complete tab in Works Order Settings.

   • Select Single Level to issue raw materialsThe base materials from which sub-assemblies, components and finished goods are made. retrospectively for the works order.
   • Select Multi Level to issue raw materials retrospectively for each sub-assemblyWhen raw materials or components make a part of a finished product. The sub-assembly may be combined with other components or with other sub-assemblies in the manufacture of finished goods..
   • Select None if you don't want to issue materials retrospectively.

   Note: Backflushing cannot take place where there is a shortage of components, and multi level backflushing is only available if you are using MRP to raise works orders.

4. Select Complete works order regardless of quantity to mark the works order as entirely complete whether the quantity corresponds to the original works order quantity or not.

   Leave the check box clear to show an outstanding balance against partially complete works orders.

5. Enter the completed quantity in the Quantity column.

   If the works order is linked with a sales order, the quantity must be equal to or greater than the sales order quantity.

   If the quantity does not match the stocked unit of the finished product it is automatically adjusted to the nearest appropriate value.

6. Enter the location of the components

   • If you are using multiple locations, enter the completion quantity over the various Warehouse and Bin locations.

   • If you are using traceabilityThe option to track materials through the system. This is usally by means of serial or batch numbers on the stock items., and the Stock Control is set to generate traceable numbers automatically then you can change the location from that entered, if required. Otherwise, confirm the traceable item numbers to be given to the completed stock and specify the location into which each item is placed.

     If there are traceable components, you must match the traceable components to traceable finished items on an additional form. You will not be able to do this if you are fully completing a works order where the quantity of the serial numbered components is not divisible by the works order quantity. In this case, the form will not appear.

     Note: If you are part completing a works order that has serial number components, the component quantity must be divisible by the works order quantity.

7. To complete the process, click OK.
8. Confirm the quantity completed when prompted.
9. Labels will be printed or previewed (if necessary) and the Latest Costs window appears automatically if you set the relevant option on the Allocate/Issue/Complete tab in Works Order Settings.
10. If you entered a completed quantity less than the original works order quantity, and have chosen to complete the works order regardless of the quantity entered, a confirmation message appears.
    • Click Yes to return all unused components relating to the difference between the original works order quantity and the quantity now declared as completed. You do have the opportunity to adjust the quantities to be returned to stock.
    • Click No to prevent any adjustments to stock.

    Manufacturing automatically updates the stock record with the quantity of stock completed and the cost to complete the works order.

    Note: The quantity used for costing purposes is always the original works order quantity. This is so that large batches of daily counts can be entered without affecting the overall unit cost.

Open: Works Orders > Processing > Complete.

1. Select the required works order from the drop-down list.

The BOM Reference, Description and Outstanding quantity are displayed automatically.

2. Select Complete works order regardless of quantity to mark the works order as entirely complete whether the quantity corresponds to the original works order quantity or not.

3. Leave the check box clear to show an outstanding balance against partially complete works orders.

4. Enter the completed quantity in the Quantity column. This defaults to the number Outstanding.
5. Enter the location of the components

   • If you are using multiple locations, enter the completion quantity over the various Warehouse and Bin locations.

   • If you are using traceabilityThe option to track materials through the system. This is usally by means of serial or batch numbers on the stock items., and the Stock Control is set to generate traceable numbers automatically then you can change the location from that entered, if required. Otherwise, confirm the traceable item numbers to be given to the completed stock and specify the location into which each item is placed.

     If there are traceable components, you must match the traceable components to traceable finished items on an additional form. You will not be able to do this if you are fully completing a works order where the quantity of the serial numbered components is not divisible by the works order quantity. In this case, the form will not appear.

     Note: If you are part completing a works order that has serial number components, the component quantity must be divisible by the works order quantity.

6. To complete the process, click OK.

7. Confirm the quantity completed when prompted.

   If the quantity does not match the stock unit of the finished product, it is automatically adjusted to the nearest appropriate value.

8. Labels will be printed or previewed (if necessary) and the Latest Costs window appears automatically if you set the relevant option on the Allocate/Issue/Complete tab in Works Order Settings.
9. If you entered a Completed quantity less than the original works order quantity, and have chosen to complete the works order regardless of the quantity entered, a confirmation message appears.
   • Click Yes to return all unused components relating to the difference between the original works order quantity and the quantity now declared as completed. You do have the opportunity to adjust the quantities to be returned to stock.
   • Click No to prevent any adjustments to stock.

   Manufacturing automatically updates the stock record with the quantity of stock completed and the cost to complete the works order.

   Note: The quantity used for costing purposes is always the original works order quantity. This is so that large batches of daily counts can be entered without affecting the overall unit cost.