Works orders workspaces and enquiries

Progress for each operation in the works order is shown in a Progress Indicator so if a works order has five operations, five separate boxes are shown for the works order progress.

Colours represent the progress within each box.

Stage	Colour
% Not Started
% In Progress
% Complete
% Over Completed

Note: If the works order is running late, this will be stated.

You can see the exact percentage for each operation from a tooltip. For example, hovering over the Current Progress indicator for the ASSEMBLE_BODY operation in a workspace , you can see it is 70% in progress and 50% complete.

Open: Works Orders.

This provides information about:

• Orders currently being processed.
• Orders created in the last seven days.
• Late finishers.
• Late starters.

You can:

• Desktop only - Complete related tasks from the lists of Actions , such as allocate or issue stock.
• Sort and filter the lists.
• Search for a specific item. For example, you can use the toolbar filters to find an order by quantity outstanding or by reference.
• Print the details of the items that you are interested in.
• Export the details of the items that you are interested in to an Excel spreadsheet.

Open: Works Orders > Works Order List.

This provides a list of works orders.

You can:

• Desktop only - Complete related tasks from the list of Actions , such as allocate and issue stock.
• Sort and filter the list. Use the filter options to see information such as works orders by number or by stock code.
• Search for a specific item. For example, you can use the toolbar filter to find a works order by reference.
• Print the details of the works orders that you are interested in.
• Export the details of the works orders that you are interested in to an Excel spreadsheet.

Open: Works Orders > Outstanding Works Order List.

This provides a list of outstanding works orders.

You can:

• Desktop only - Complete related tasks from the list of Actions , such as allocate and issue stock.
• Sort and filter the list. Use the filter options to see information such as works orders by number or by stock code.
• Search for a specific item. For example, you can use the toolbar filter to find a works order by reference.
• Print the details of the works orders that you are interested in.
• Export the details of the works orders that you are interested in to an Excel spreadsheet.

Open: Works Orders > Subcontracting > Subcontracting List.

This provides a list of subcontract operations.

You can:

• Desktop only - Complete related tasks from the list of Actions , such as raise purchase orders or despatch.
• Sort and filter the list. Use the filter options to see information such as subcontract operations by operation reference or description.
• Search for a specific item. For example, you can use the toolbar filter to find a subcontract operation by reference.
• Print the details of the subcontract operation that you are interested in.
• Export the details of the subcontract operation that you are interested in to an Excel spreadsheet.

Open: Works Orders > Enquiries > Order Enquiry.

1. To show components for associated sub-assembly works orders along with the highest level works order, select the Multi-Level check box.

   This makes sure all works orders associated with the one you enter in the Works Order No. box are displayed in the Works Order No. section of the window.

Note: The Multi-Level check box is selected by default. Clear the Multi-Level check box if you do not want to list all associated works orders.

2. Select the Works Order No. of the works order you want to enquire upon.
3. Click Go.

Works orders are shown in the Works Order No. section of the window.

The Enquiry Status box indicates generally how many items are outstanding and need to be ordered to fulfil the works orders.

4. If some or all items are outstanding in the Enquiry Status box, check the figure in the Qty Outstanding column to determine the stock shortfall that still needs to be ordered.
5. Select a component in the Works Order No. item list to display purchase or works orders raised for that component. Orders raised are displayed in the Order Type section of the window.
6. Double-click the purchase order or works order to display further information about when it was raised, when the due date is, and so on.
7. To close the enquiry window, click Close.

Open: Works Orders > Enquiries > Works Orders By Customer.

This provides information about the works orders entered for your customers. MRP tags are used to identify the relationships between the customer and the works order.

You can:

• Highlight a customer and see the works orders associated with that customer.

  Note: Subassembly works orders connected to customers by a higher level assembly are excluded from the list. If you want to see subassemblies in the list, use the Works Orders By Customer With Sub Assembly workspace.

• Highlight a works order and see the details, component shortages and operation tracking for the selected works order.
• Complete related tasks from the list of Actions, such as amend an order or view a customer account.
• Sort and filter the list of customers or works orders. Use the filter options to see information such as customers with works orders.
• Find a specific customer or works order. For example, you can use the toolbar filter to fin a customer by name or reference, or a works order by number.
• Print a list of the customers or works orders that you are interested in.
• Export the list of customers or works orders that you are interested in to an Excel spreadsheet.

Open: Works Orders > Enquiries > Works Orders With Original Orders.

This provides the number of works orders on the system for each customer when the order was created. When a works order is created, a copy of the MRP tags is taken. This defines the original works order relationship to the original sales order. This never changes even if MRP suggests relationship changes at a later date.

To see relationship changes between sales orders and works orders, use either the Works Orders By Customer workspace (which does not include subassemblies) or the Works Orders By Customer With Sub Assemblies workspace (which does include subassemblies).

You can:

• Highlight a customer and see the works orders associated with that customer.

  Note: Subassembly works orders connected to customers by a higher level assembly are excluded from the list. If you want to see subassemblies in the list, use the Works Orders By Customer With Sub Assembly workspace.

• Highlight a works order and see the details, component shortages and operation tracking for the selected works order.
• Complete related tasks from the list of Actions, such as amend an order or view a customer account.
• Sort and filter the list of customers or works orders. Use the filter options to see information such as those customer with works orders.
• Find a specific customer or works order. For example, you can use the toolbar filter to fin a customer by name or reference or a works order by number.
• Print a list of the customers or works orders that you are interested in.
• Export the list of customers or works orders that you are interested in to an Excel spreadsheet.

Open: Works Orders > Enquiries > Works Orders By Customer with Sub Assemblies

This provides the number of works orders with subassemblies for each of your customers. MRP tags identify the relationships between the customer and the works order.

You can:

• Highlight a customer and see the works orders associated with that customer.

  Note: Subassembly works orders connected to customers by a higher level assembly are excluded from the list. If you want to see subassemblies in the list, use the Works Orders By Customer With Sub Assembly workspace.

• Highlight a works order and see the details, component shortages and operation tracking for the selected works order.
• Complete related tasks from the list of Actions, such as amend an order or view a customer account.
• Sort and filter the list of customers or works orders. Use the filter options to see information such as customers with works orders.
• Find a specific customer or works order. For example, you can use the toolbar filter to fin a customer by name or reference or a works order by number.
• Print a list of the customers or works orders that you are interested in.
• Export the list of customers or works orders that you are interested in to an Excel spreadsheet.

Open: Works Orders > Enquiries > Stock Quantity Breakdown With Works Orders.

This provides information about stock items that are associated with works orders.

You can:

• Highlight a stock item and see whether the stock item is on order, allocated to a sales order, allocated to a works order, allocated to a BOM, a sales order waiting for the selected item, a works order waiting for the selected item, a works order producing the selected item or a BOM allocation producing the selected item.
• Complete related tasks from the list of Actions, such as view stock item details or amend a works order or BOM.
• Sort and filter the list of stock items. Use the filter options to see information such as stock items by product group, or items that are on order.
• Find a specific stock item or order. For example, you can use the toolbar filter to find items by stock code, name or product group.
• Print a list of the stock items that you are interested in.
• Export the list of stock items that you are interested in to an Excel spreadsheet.