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Main details (batch works order)

Open: Works Orders > Records > Batch > Enter New Works Order | Main Details.

Open: Works Orders > Records > Batch > Amend Works Order | Main Details.

1. If you are creating a batch works order, enter the Works Order number.

   • If you are using automatic numbering, the number automatically generates when you save the works order.
   • If you are entering works order numbers, enter a number up to 30 digits, using any alphanumeric sequence.

   If you are amending a batch works order, you cannot change the Works Order number.

2. Enter the Works Order Details.

   BOM Reference	Select a BOM Reference if you are creating a batch works order. Do not change the BOMA stock assembly and process costing system, which provides facilities to specify the structure of finished items in terms of sub-assemblies and components. Reference, if you are amending a batch works order. Note: If you change the reference, the tags assigned by planning are not updated. This could distort any linked requirements calculated in Graphical Planner.
   Warehouse/Bin	If the stock item is linked to more than one bin, select the bin required from the drop-down list. If the stock item is only linked to one bin, the bin is displayed automatically alongside the completion warehouse. Note: If you change the warehouse and the BOM contains operations, the works order will be excluded from Graphical Planner.
   Unit	The Stock Control record unit of sale is displayed.
   Qty Required	Enter or amend the quantity required. The quantity you enter must be valid for the stocked unit of the BOM finished product. If you enter a quantity that is not valid, it is automatically adjusted to the nearest appropriate value. If the works order is linked with a sales order, you cannot enter a quantity which is less than the sales order quantity. If you change the quantity, you are prompted to update component requirements, and to specify what you want to do with manually added or phantomA BOM that is not used as as a stock component or in raising works orders. A phantom BOM is created and structured to contain groups of components, like a standard BOM. It is used in printed reports on stock structures. It can be used to collapse the sub-assemblies to reduce work in progress (WIP) and lead-time. It operates as a standard sub-assembly. However, the product code for the finished item does not appear on a higher level works order. Within Manufacturing, the components and operations of phantoms (and nested phantoms) are added to the top-level works order. These components and operations are given a sequence number of zero. In some manufacturing systems, phantom BOMs are employed instead of effectivity dates, to use up old stock before introducing replacement parts. If so, the old item is created as a phantom with the new item, the child of the old. Old stock is used up before new stock is ordered. When a phantom has zero stock, it is deleted and the new item is made part of the original BOM. Phantom BOMs are also known as non-returnable assemblies and blow-throughs. components. Choose the Quantity Calculation and click OK.

3. Enter the Dates.

   Due Date	Enter or amend the date the works order is due. If you change the due date on a works order which is linked with a sales order, the sales order may not be fulfilled on time.
   Starts	Enter or amend the date the works order starts. If you enter the Starts date and time, click on the (...) button alongside to calculate the Ends date and time.
   Ends	Enter or amend the date the works order ends. If you enter the Ends date and time, click on the (...) button alongside to calculate the Starts date and time.

4. Enter the Options.

   Include in MRP Replenishments	Select this if you want finished items on this works order to be included as available to use when MRPMaterials Requirements Planning (MRP). MRP recommends purchase orders, transfers and work orders to balance supply and demand. demands are calculated. Note: We recommend you do not change this setting if the works order is tagged to a sales order.
   Include in MRP Demand	Select this if you want the components required to fulfil this order to be included when MRP demands are calculated. Note: We recommend you do not change this setting if the works order is tagged to a sales order.
   Exclude from Stock Projection	Select this if you want to exclude this works order from the stock projection calculations.
   Exclude from Graphical Planner	Select this if you want to exclude this works order from being exported to Graphical Planner. This is automatically selected. You cannot change it if you have changed the warehouse from that stored on the stock item.
   Allocate/Issue from Completion Warehouse	This check box is automatically selected, if Use Warehouse Hierarchy is not selected in The Allocate/Issue/Complete tab in Works Order Settings. Select this check box if components can only be allocated or issued from the completion warehouse. Note: If this check box is greyed out, you must ensure that component warehouse is selected in Maintain Warehouse Hierarchy in Stock Control.
   Component association required	Select this to choose traceable components when completing the works order. The check box is automatically selected if the BOM item on the works order requires component association. Clear the check box if you do not need to specify traceable components during completion.

5. Enter the information required, according to the following descriptions.

6. To continue making changes to the batch works order details, select the Additional Details tab.
7. To save your batch works order details, click Save.

8. To add an image to your works order, click Image.

   Note: You must save the works order details before you can add an image.

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