Transfer Sales Order to WO - MF Manufacturing
Transfer Sales Order to WO - MF Manufacturing
With a click on the To WO button in sales order line the program will transfer an order for a product that you produce to the work order menu. his function makes it easy to release manufacturing orders. You can also open the window for transfer from the wizards menu on the Process work order form (Manufacturing menu | Work orders).
When multilevel specs you can first create work orders of the lower level - semi-finished items, and than items of the higher level - finished/end products. You define the order in which the work order is to be created with the WO Creation Bottom-Up checkbox, available in the Administration panel |Settings | Program Parameters | Manufacturing | Work Orders | Create WO section.
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To users with SE license the same window for the transfer of an sales order to a work order will open as to users with MF license - Transfer sales order to WO - MF Manufacturing, the difference is in availability of parameters. |
In the Header of the Transfer Sales order to WO - MF manufacturing window are two buttons:
| Refresh Data |
The Refresh Data button will refresh data according to selected criteria. |
| Transfer |
The Transfer button will transfer selected data of the order to the WO. The button is not available from the start, it appears after you define criteria and click on the Refresh Data button. |
In the WO Creation Method section are two methods for creating work order:
| Based on Basic Specs |
If this option is selected, then work orders are created on the basis of product specs. If you select this option additional criteria will appear for the creation of work orders:
- Into Spec Sublevels - Default values are set according to the parameter Create WO in Spec Sublevels in the Administration panel |Settings | Program Parameters | Manufacturing | Work Orders | Create WO section. If Create WO in Spec Sublevels is checked, the program will release work orders for all components of the product in question to all sublevels. Work orders are created with the planned quantity which is the sum of the quantity and quantity of waste and scrap.
Planned quantity and the number released work orders in sublevels depend on the settings of the parameter Transfer order to WO. If an item has in Item register | Transfer Order to WO section the 1 Piece = 1 WO option selected, then the number of work orders is equal to the planned quantity, and planned quantity is equal to 1. If the planned quantity on the work order is not a whole number, the number of work orders will be rounded up. It is the same for the option transfer order to WO by Optimum Quantity. (Example, Create WO according to the transfer to WO).
- To Level - With the To Level option you define up to which level work orders will be created for semi-finished products. The option will disappear if you uncheck the Into Spec Sublevels box. And appear will the Without Spec checkbox.
- Primary resource - Displays resource priority of primary resource of work orders that will be created. Priorities can be set in Resource priority code list (double click in Priority field or go to Settings\Manufacturing\Resources\ Resource priority).
- Without Spec - This option is not available from the start and will appear if you uncheck the Into Spec Sublevels box. Work order will be created without the bill of material.
- Copy tools - The Copy tools option is to transfer tools to work orders.
- Copy regulations - The Copy regulations option is to transfer regulations to work orders.
- Alternate state - displays the state of alternate that work orders will be create.
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| Based on Order Specs |
If this option is selected, then work orders are created on the basis of order specs - to the WO work preparation data from the order spec will be transferred. If an item that is entered in the order spec line has the 1 Piece = 1 WO option selected, then the the number of work orders is equal to the planned quantity, and planned quantity is equal to 1. If the planned quantity on the work order is not a whole number, the number of work orders will be rounded up. It is the same for the option transfer order to WO by Optimum Quantity (Example, Create WO according to the transfer to WO). |
Criteria for creating WO:
| Order (from)-To |
Through the Order (from)-To filter you can define which order shall be transferred to the work order. You can use the lookup list with the order numbers. The Order (from)-To filter are filled with the number of the sales order if you open the window for the transfer from the sales order. |
| Deliver-By From-To |
Through the Delivery-By From-To filter you can define the delivery deadline of sales orders that are to be transferred. |
| Order Date from-To |
Through the Order Date from-To filter you can define the date of sales orders that are to be transferred. |
| Consignee |
Through the Consignee filter you can define the consignee of the sales order that is to be transferred. You can select from the lookup list. |
| Customer |
Through the Customer filter you can define the customer from the sales order that is to be transferred. You can select from the lookup list. |
| Del. Priority |
Through the Delivery Priority filter you can define the elivery Priority from the sales order that is to be transferred. You can select from the lookup list.
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| Item |
Through the Item filter you can define the item from the sales order lines that is to be transferred. You can select from the lookup list. |
| Prim. Category |
Through the Prim. Category filter you can define the primary category from the sales order lines that is to be transferred. You can select from the lookup list. |
| Sec. Category |
Through the Sec. Category filter you can define the secondary category from the sales order lines that is to be transferred. You can select from the lookup list. |
| Deliver Via |
Enter or select the delivery method by which you wish to filter records. |
| Item Type |
Through the Item Type filter you can define the item type from the sales order lines that is to be transferred. You can select from the lookup list. |
| WO creation date |
You can select a date on which you want Work Orders to be created on |
| Show Log |
If the Show Log box is checked, the program will after creating WO will be completed open a window with the log of created work orders. If the box is not checked, the program will after creating WO is completed report that the sales order was successfully transferred to a work order. |
| Open WO |
If you check the Open WO box, the program will after creating WO is completed open a window WO processing with a list of currently created WO. |
| Orders Doc. Types |
Through the Orders Doc. Types filter you select possible sales order documents that are to be transferred. On the list are sales order document with the Allow making work orders from sales order box checked in the document types settings. |
| (Order Document Statuses) |
You can select statuses of order documents that should be included in your range of documents. |
| Work Orders Doc. Types |
You select the manufacturing document. |
| Not transfered to manufacturing |
If this option is selected, program will show you orders that were not jet transfered to manufacturing |
| Deduct alocated qty |
If this option is selected, program will deduct allocated quantyty from orderred qty when transfering order to manufacturing |
The follow-up of the procedure:
First select the type of transfer, if required enter additional criteria. Next, click on the Refresh Data button. At the bottom of the panel lines will appear which will include data of orders for the individual line. If you change the transfer type for creating a work order, it is required to click on the Refresh Data button again. After you refresh data click on the Transfer button.
Specifications of the sales order line at the bottom of the window:
| Sel. |
Through this criterion you define if a work order should be created for a line or not.
You can also select sales order for transfer with the right click function. If in the WO Creation Method section | Based on Basic Specs box is checked, the following options are available: Select All, Deselect All, Invert Selection.
If in the WO Creation Method section the Based on Order Specs box is checked the right click menu has beside usual function also some additional. Usual functions: Select All, Deselect All, Invert Selection. Additional function which allows to select, deselect a certain sales order line: Select Line, Deselect Line, Invert Line
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| Order |
Number of the sales order document. |
| Line |
Number of the sales order line. |
| Priority |
Priority of the order you want to transfer to Work Order |
| Level |
Level of the spec for the item of the line. |
| Order date |
Date of the sales order. |
| Has Spec |
The Has Spec checkbox shows if the item from the sales order line has an appropriate spec, based on the method of creating WO:
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| Doc. Type |
Document type under which the work order will be created. Default document type is the manufacturing document that is determined in the items register and can be changed. |
| Item |
Item from the sales order line. |
| Alt. |
Alternative item, the field includes the lookup table with alternatives of the product spec for the item. This information displays only if in the WO Creation Method section is selected Based on Product Specs. |
| Name |
Name of the item from the sales order line, if items of the lower level name of the item from the line of the order spec. |
| U/M |
Unit of the measurement of the item. |
| Quantity |
Quantity of the item from the line that is to be produced. |
| Customer |
Customer from the sales order. |
| No. of WOs |
Number of work orders which will be created for the item of the line. To item which have in Item register | Transfer Order to WO section selected the 1 Piece = 1 WO option and the released quantity is not a whole number, the number of work orders will be rounded up. |
| End Date. |
End date of the production, it can be changed. By default the information is equal to the delivery deadline from the sales order line. If the delivery deadline is not determined, the end date will be equal to the order date. |
| Item Type |
Item type of the item from the line. |
| Prim. Categ. |
ID of the primary category of the item from the line. |
| Sec. Categ. |
ID of the secondary category of the item from the line. |
| Note |
Note from the sales order line. By default it is compound from the note of the sales order line and note of the sales order. It can be changed. |
| Status |
Returns a status in following forms:
- 1.(blank) - work order was not yet created;
- 2.EDIT ORDER - work order exists, but is not completely created (work order is to delete and create again);
- 3.Order already contains serial numbers - work order exists, but is not completely created, but it has serial numbers in lines;
- 4.Order is partially made - work order is partially created;
- 5.Order is already made - work order is completely created.
Lines with statuses 1 and 2 can be transferred into work orders; 3, 4, and 5 do not. The number of the first created work order is used as reference, because there can be several work orders created from one order line.
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You run the transferring procedure with a click on the Transfer button.
Regardless to the creation method, the program will before the transfer procedure run a check if individual sales order lines have set end dates and the manufacturing document. If error will occur, the program will report an appropriate IRIS message.
If you select in the WO Creation Method section the Based on Order Specs option, and since order specs include far less information than product specs, it is recommended to check transferred data or complement them in the WO work preparation before continuing with further processing.
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With the function to transfer sales orders to work orders the program will transfer only products with the defined Manufacturing document type in the items register | Bill of materials | Manufacturing field.
To items without the defined document type the transfer procedure will not release work orders. |
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You define the transfer method of multilevel specs to work orders in the Administration panel |Settings | Program Parameters | Orders | Orders | Transfer Order To WO. |
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If for a product/semi-finished products is defined the 1 Piece = 1 WO option, the work order of the lower level will be released for the quantity 1. |
If you do not check the Show Log option, the program will after items will be transferred to work order report (see Transfer to manufacturing completed). Otherwise, the program will show a window with the list of created work orders. The window for the transfer of sales order to work order will close:
If an item tracked by serial numbers, these serial numbers will be transferred from the sales order to the created work order. The number of serial numbers must equal to the quantity on the work order, or it cannot be entered on just any work order.
In work orders is for lines enabled the function to issue serial numbers automatically if so set in the document type of the internal issue.
After the work order was created it will received the status you have defined in the Document types\Work Orders\Linked Doc. Types\Sales Orders. If the current status is higher than the one defined in linked document types, the change of the status does not occur.
It is necessary to indicate that for orders which receive an equal or higher status than the one defined for creating the picking list (Administration panel |Settings | Program Parameters | Orders), the picking list will not be created.
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