Jointly Transfer Sales Orders to WO
Joint transfer of sales orders to work orders enables releasing individual work orders from several orders or lines of individual orders that answer to the same basic criteria: item, item name, unit of measurement and manufacturing document type.
On this page, you can read about:
- The options in the Date to Use for Deliver-by section, and
- Two list tables in the Jointly Transfer Sales to WO tab under all the basic data.
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1. Date to Use for Deliver-by
This section enables selecting a new date for deliver-by when releasing a work order, depending on the deadlines for individual orders or order lines:
- Use Earliest Dispatch Date – the first possible date for production considering all the selected orders;
- Use Mean Dispatch Date – the average of all production deadlines considering all the selected orders;
- Use Latest Dispatch Date – the last possible date of production considering all the selected orders;
- Use Current Date – option to manually select production deadline.
2. Transfer Orders to WO
The Transfer Orders to WO tab is divided to two tables:
2.1 Merged Orders
2.2 Orders Detailed
Depending on the selected criteria, clicking on the Refresh button creates a suggested selection of merged orders, which you can transfer to work order (WO). Selecting a merged order in the table and a detailed order, you can select which orders for individual items are going to be released to the work order.
At the specification transfer, the settings of the transfer limits in the administration panel will be applied.
2.1 Merged orders
The Merged orders table is a summary of all orders fulfilling the selected criterion, sorted by item of the order or order line.
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Sel. (Select)
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Click if you want to select this line for creating the WO.
You can also make the selection by right-clicking for all the data in the specification or for individual order lines.
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Item ID
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Merged sales order item.
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Alt.
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Prod. Variant
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Priority
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Name
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The name of the item for merged sales order, or – for items on lower level – the item name in the order specification line.
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U/M
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Unit of measurement for this order.
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Doc. Type
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Document type used for creating the work order. By default, the document type for manufacturing set in the Items register is applied, but can also be changed.
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Quantity
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Total quantity of all corresponding order lines merged in the order item.
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No. of WOs
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The number of work orders to be created for merged orders. For the items with the method of transfer to WO setting ‘1 Piece = 1 WO’ in the Items register and a released quantity not in a whole number, the number of WO is rounded upwards, and the same goes for creating WO for optimum quantities (see example of creating WO depending on the mode of WO transfer).
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End date
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The date of WO processing depending on the Date to Use for Deliver-By settings.
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Note
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Note to a merged order. By default, the value is combined from the order note and the note in order line, and can be changed.
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2.2 Orders Detailed
The detailed list of orders is intended for a selection and overview of individual orders and order lines meant for joint transfer to WOs. It is not possible to refresh the whole selection (you can only refresh a specific order document). You can only select individual items with selection fields in column Sel.
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Sel. (Select)
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Click if you want to select this line for creating the WO.
You can also make the selection by right-clicking for all the data in the specification or for individual order lines.
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Order
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Sales order number.
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Line
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Number of line in the sales order.
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Level
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Level of specification for the item line.
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Order date
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Date of the sales order.
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Priority
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Doc. Type
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Document type used for creating the work order. By default, the document type for manufacturing set in the Items register is applied, but can also be changed.
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Spec
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Indicator showing whether the order item line has a specification in the order.
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Item ID
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Item in line of the sales order.
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Alt.
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Name
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The name of the item for merged sales order, or – for items on lower level – the item name in the order specification line.
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U/M
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Unit of measurement for this order.
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Quantity
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Quantity of the line item for production.
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Customer
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Customer of the sales order.
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No. of WOs
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The number of work orders to be created for merged orders. For the items with the method of transfer to WO setting ‘1 Piece = 1 WO’ in the Items register and a released quantity not in a whole number, the number of WO is rounded upwards, and the same goes for creating WO for optimum quantities (see example of creating WO depending on the mode of WO transfer).
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End date
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The final date of production, which can be changed. By default, the value is the same as in Delivery-by date in the order line.
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Item Type
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Type of item in item line.
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Prim. Categ.
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Code of primary category of item in line.
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Sec. Categ.
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Code of secondary category of item in line.
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Note
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Note in line of the sales order. By default, the value is combined from the order note and the note in order line, and can be changed.
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Status
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Status has the following options:
- (Empty) – WO has not been created yet.
- Edit Order – A WO exists, but processing has not yet been started (WO is deleted and re-created).
- Order already contains serial numbers – A WO exists, but is not yet fully processed, but contains serial numbers in lines.
- Order already partially processed - A WO is partially processed.
- Order already processed – A WO is fully processed.
It is possible to create WO from order lines with status 1 or 2, but you cannot create WO from lines with statuses 3, 4, or 5. Also, you cannot select lines with statuses 3, 4, or 5 for transfer to WO.
The number of WO will be the first one created, because an order line can be a base for creating several WO.
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