In this article we will be looking at how to create and process works orders in Exo in order to produce a finished product.
Works orders use Bill of Materials (BOMs) so it is important before commencing that you have set-up your required BOMs.
Creating Work Orders
Select Stock > Create a Works Order from the business flow menu
Alternatively you can also select Transactions > Manufacturing > Works Order Entry from the drop down menu
From the Works Order search screen click on the New icon
Enter in your BOM code in the Billomat code field or click on the lookup icon next to the field to activate the Bill of Materials search screen.
When you have selected your BOM the product detail fields will be populated and any production notes that are on the BOM will be loaded.
Enter in the production quantity required in the Qty Required field and the remaining work order details.
|Qty. required||Enter in the number of finished units that will be manufactured|
|Batch code||If batch tracking has been enabled enter in the batch code for the finished product into this field|
|Reference||Additional reference field if required|
|Entry date||This will default the your current system date and represent the date the works order was created|
|Production date||Set the date your works order is schedule for production|
|Due date||Set you expected production completion date if required|
|Expiry date||If batch tracking has been turned on with expiry date set the expiry date for the finished product|
Confirm your location details.
|Production Loc||This is the location that the finished product will be place in once the work order has been processed|
|Component Loc||This is the location where all the components are to be drawn from. Typically this would be the same as the Product location|
If the works order has been created to produce stock for a specific sales order the works order can be linked to the sales order by entering in the order number in the Linked Sales Order field or by clicking on the lookup icon next to the field to bring up the order search screen.
NOTE: Linking a sales order to a works order does not commit the stock to the sales order when the works order is processed.
Add any additional production notes if required in the Production Notes field.
When you have completed your work order Details the components can now be loaded.
Click on the Load Components icon from the menu bar.
Select Yes to the Load Components popup
When you have loaded your components you will be moved to the Components tab of the work order.
Confirm your component details and add, delete or replace components if required by using the icons from the menu bar or right clicking on the required line in the component grid to bring up your menu options.
NOTE: The ability to add, delete or replace components on your works order will be dependent upon your business process.
Return to the Details tab and set the status of your work order.
|Uncommitted||The works order is not committed for production therefore stock is not committed or flagged as incoming|
The works order is committed for production.
For components, stock is flagged as committed and the Works Order tab on the Stock Item Details screen is updated. The works order will display in the To Be Used in Production grid
For production stock, the item is flagged as incoming and the Works Order tab on the Stock Item Details screen is updated. The works order will display in the To Be Produced grid
|In Production||The works order is now in production|
The works order will be automatically flagged as completed when it is processed.
Works orders that will not be processed can be deleted directly from the Works Order search screen by highlighting the work order and clicking on the rubbish bin icon from the menu bar.
Click on the Save icon from the menu bar
Select Yes to print popup to print out our works order form.
Processing Work Orders
When the products have been manufactured you are now ready to process your work order in Exo.
Processing work orders will;
- Increase the stock on hand of the finished product
- Reduce the stock on hand of the components consumed to create the finished product
From the Works Orders search screen find the works order to be processed by either entering the works order number in the Search Key field or scrolling through displayed list.
Double click on the works order to load it onto the screen.
You can manually key in the quantity produced and quantity used or alternatively you can click on the Set Used = Required icon from the menu ribbon to automatically populate these fields for you.
When using the Set Used = Required icon the following popup will appear press Yes if you want Exo to set the used quantity.
Select OK at the Done popup
Confirm the quantities used and make any changes if required. Components can still at this point be added, deleted or replaced from the works order where required.
Finished/produced stock will be increased by the Qty produced on the works order when processed so ensure that this quantity is correct.
Component stock will be decreased by the Qty Used on the works order when it is processed and not the Qty Reqd so it is important that these are set correctly.
Stock that is used in a works order is taken up at the AVERAGE cost of the component at the time that the works order is processed.
Lookup items that are absorbed in a works order are taken up at the STANDARD cost of the lookup at the time that the works order is processed.
When you are satisfied that the produced and used quantities are correct click on the Process icon from the menu bar to process or complete your works order.
Select Yes at the Post popup
The works order status will be updated to Completed and you will be returned to the Works Order search screen.