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Transfer Orders to WO

Transfer Orders to WO

Transfer Orders to WO

65388.gif65389.gif65390.gif

Selecting Transfer Orders to WO from the wizards menu allows you to transfer sales orders.

 

65392.gif Transfer to WO - Manufacturing MF window opens in MF edition yet different transfer criteria are used.
65393.gif Order criteria are not transferred automatically when trying to transfer sales orders from Process Work Orders window as is the case in transferring sales order to WO from Preliminary Invoice Issued.

 

 

The following buttons appear in Transfer Sales Orders to WO:

Refresh Data Click it to refresh data, according to the selected criteria.
Transfer Click it to transfer selected sales orders.

WO Criteria

Order From - To Enter or select order number to restrict selection. Order number is entered in the fields when opening the window for transferring from Sales Orders.
Deliver-By From - To Enter or select a initial and final deliver-by date of sales order.
Order Date From - To Enter or select a initial and final date on which sales order was created.
Consignee Enter or select a consignee to restrict selection.
Customer Enter or select a customer to restrict selection.
Item Enter or select an item by which you want to restrict selection.
Primary Category Enter or select an ID of primary category for items in lines of sales orders.
Secondary Categ. Enter or select an ID of secondary category for items in lines of sales orders.
Delivery Method Enter or select a delivery method.
Item Type Enter or select an item type.
WO Report Check it in order to create work order reports. Whenever creating reports individual work order contents are displayed.
Show Log If checked, opens a log window after finished creating WO. If you leave it unchecked, a message appears informing you that transfer to manufacturing has completed.
Open WO If checked, opens Process WO window after finished creating WO.
Because you can create work orders using various manufacturing document types, the Process WO window is opened from the top-most level document.
Orders Doc. Types Select order document types in order to included them in selection. Here you can set orders document types for which you checked Allow Making Work Order from Sales Order in the Document Types settings.
Order Statuses Select statuses for documents to include.
Work Orders Doc. Types Select work orders document type(s)).

 Lines of Order Appearing in the Bottom Panel:

Sel. If checked, marks a work order to be created. To make selection quicker you can use right-click menu options (that is, for selecting all, deselecting all...).

 
Order Displays an ID of sales order.  
Line Displays a line number of sales order.
Level Displays level of item specification.  
Ordered Date Displays date on which the order was made.  
Doc. Type Enter or select a document type used in creating work order. The default value is manufacturing document type as entered in the Items register. You can change it at will.
Has Spec If checked, marks whether an order specification exists for corresponding item.
Item Displays item in line of order.  
Name Displays name of item from line of sales order, or more precisely, name of item from order specification in case of lowest-level items.
U/M Displays a unit of measurement used with product.
Quantity Displays quantity of item in production.  
Customer Displays a customer from sales order.  
No. of WOs Displays number of work orders to be created. For items having 1 Piece = 1 WO marked in the Items register and the released quantity is not expressed in integer value, the number of work orders gets rounded up. The same holds good when creating by optimum quantities.  (trying to create WO according to method used in transferring to WO)
Mfg. Deadline Enter or select a manufacturing deadline. By default it is equivalent to deliver-by date of order.
 
Item Type Displays item type.  
Prim. Categ. Displays ID of primary category of product.
Sec. Categ. Displays ID of secondary category of product.  
Note Enter a note to line of sales order. Here you will by default see a note from order and that from line of order. Modify it at will.
Status Here can be displayed the following statuses:
  • 1. (blank) - a work order has not been created
  • 2. CHANGE ORDER - a WO exists, it has not been finished yet (WO will be deleted and re-created).
  • 3. Contains serial numbers - a WO exists, it has not been finished yet but it contains serial numbers
  • 4. ORDER ALREADY PARTIALLY FINISHED - work order has been partially finished
  • 5. ORDER ALREADY FINISHED - WO has been finished completely

You can create work orders from sales orders which were assigned statuses 1 and 2. This is not the case for those which were assigned statuses 3, 4 and 5. Such lines cannot be selected for transfer to WO. The number of the first created work order is entered since there can be more than one work order created from single line of sales order.

 

Click Transfer to create work order.

Before actually transferring a check is run verifying whether manufacturing deadline was set for individual line. Plus, it checks for manufacturing document type. A corresponding IRIS message appears in case of errors occurring.

 

65398.gif Only those products having manufacturing document type entered in the Items register are transferred from sales orders to work orders. No work orders are released for items which do not have document type entered.
65399.gif To select transfer order to WO for multi-level specifications go to Administration Panel | Program Parameters | Orders.

 

A message is returned notifying you that transfer of items to work orders has completed successfully (see Transfer to manufacturing completed!).

If you checked WO Report, displays report of created work orders.

A window appears displaying a list of work orders and at the same time the window for transferring orders to WO closes:

 

If serial number tracking is checked for item, they are transferred from sales order to work order. The number of serial numbers transferred match the quantity in work order, that is, the quantity which was not entered in any other work order.

 

If it is set in document type of internal issue, you can automatically assign serial numbers .

 

 
 

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