Transfer Sales Orders to WO

Transfer Sales Orders to WO

Clicking Transfer Sales Orders to WO in wizards menu of Process Work Orders opens a window where you can transfer sales orders to work orders.

When creating WO's from buyer orders, before transferring and create Wo’s Quantity can be changed directly on the ‘Transfer Sales order to WO’ form. 

Main Section Offers the Following Two Buttons:

Below You Can Observe Two Methods of WO Creation:

WO Creation Method
Based on Product Specs	If selected, work orders are created from product specifications. Having selected it additional criteria used in creating WOs appear: Into Spec Sublevels Select it in order to specify type of work orders issued. Parameter Into Spec Sublevels that can also be found in Administration Panel (Create WO in Spec Sublevels in Create WO box) is by default checked. That is, if checked, means that all components the product consists of will be copied accordingly across entire depth of specification structure regardless of stock. Work orders are created in sub-levels only for planned quantity which is a sum of quantity and quantities of scrap and waste. If a specification contains a phantom - item of type Cor U and having checked Compound Goods and Services as Phantoms, instead of phantom ID its components get recorded to the work order. Here the required quantity is used in calculating standard quantity in lines. For batch recalculation of quantities  the quantity from the work order is used regardless of its level in hierarchy.   A planned quantity and number of issued work orders that can be found in the first level depends on whether you set Transfer Order to WO parameter: If you check 1 Piece = 1 WO checkbox for item, then the number of work orders is equal to the planned quantity. Planned quantity is at the same time 1. If planned quantity is not an integer, number of work orders is rounded up. If you set creating by optimum Qty, work order is issued for the specified optimum quantity. Having checked Total Quantity a work order containing the appropriate planned quantity is created.       (see example of creating WO according to transfer mode) To Level By selecting it you set the level to which work orders for semi-products will be created. Without Spec If checked, creates work order without specification. Copy Tools If checked, copies tools to work documentation. Copy Small Tools If checked, copies small tools to work documentation. Copy Regulations If checked, copies regulations to work orders - manufacturing specifications.
Based on Order Specs	If selected, work orders are selected from order specifications - data from orders specification are transferred to WO Work Preparation panel. Having checked 1 Piece = 1 WO, makes the number of work orders equal to the planned quantity,and the planned quantity is equal to 1. If planned quantity is not an integer, the number of work orders is rounded up. The same holds good when creating by optimum quantity.  (example of creating WO according transfer mode)

WO Criteria

Order (From - To)	Enter or select an ID of sales order. Corresponding sales order IDs are entered in Order fields in the window for transferring when you click To WO in 010 Sales Order window.
Deliver-by (From - To)	Enter or select date margin for delivery period of sales orders by which you want to restrict work orders.
Order Date (From - To)	Enter or select date margin for period in which a sales order was created by which you want to restrict work orders.
Consignee	Enter or select a consignee by which you want to restrict work orders.
Customer	Enter or select a customer by which you want to restrict work orders.
Item	Enter or select an item ID of name by which you want to restrict work orders.
Primary Category	Enter or select an ID or name of primary category of lines in order by which you want to restrict work orders.
Secondary Categ.	Enter or select an ID or name of secondary category of lines in order by which you want to restrict work orders.
Item Type	Enter or select an item type by which you want to restrict work orders.
Not Transferred to Manufacturing	If checked, displays work orders not transferred to manufacturing.
Show Log	If checked, it means that a window displaying a log of created WOs appears whenever creating WO. If left unchecked, a message informing you transfer to manufacturing is complete is returned.
Open WO	If checked, after creating WOs is finished a Process Work Orders window is opened displaying a list of created WOs.
Orders Doc. Types	A box where you can select document types of sales orders to be included. Here belong those types having Allow Making Work Order from Sales Order checked in Document Types settings.
Order Document Statuses	A box where you can select status for order document types to be included.
Work Orders Doc. Types	A box where you can select work orders document types.
Not transfered to Manufacturing	The enabled check box will show the quantity that was not transferred to WO.
Deduct alocated quantity	The enabled check box will show ordered quantity with deducted alocated quantity.
Transfer whole ordered quantity	The enabled check box will show whole ordered quantity.
WO Creation Date	This will be the date of Work order creation,

Follow the Next Procedure:

First select transfer mode and enter or select additional criteria if required. Proceed by clicking Refresh. Available lines with data on orders appear in the bottom section. Should you change the mode used in transferring WOs, you have to click Refresh once again. Having refreshed data Transfer button is displayed.

Below You Can See Lines Appearing in Orders:

Sel.	If checked, marks a line which will be used in creating work order. By right-clicking makes the selection a lot easier.   Having selected Based on Order Specs the right-click menu offers additional functions by using which you can select or deselect specific lines.
Order	Display an ID of sales order.
Line	Displays a consecutive line number of sales order.
Level	Displays level of item specification.
Order Date	Displays a date of order.
Has Spec	If checked, shows whether a corresponding specification exists or not, according to the mode used in creating WOs: based on product specifications - It is shown whether an item has a corresponding product specification. based on order specification - It is shown whether an item has a corresponding order specification.
Doc. Type	Select a document type using which a work order will be created. By default a document type of manufacturing is available as set in Items register.
Item	Displays an item in line of sales order.
Alt.	Select an alternate item contained in alternate specifications. It is displayed only when you select Based on Product Specs.
Name	Displays a name of item.
U/M	Displays a unit of measurement used.
Quantity	Displays quantity of item for production.
Customer	Displays a customer.
No. of WOs	Displays volume of work order to be created for item. The number of work orders is rounded up for those items having 1 Piece = 1 WO checked in the Items register and quantity relieved from inventory is not an integer.
End Date	Select an end date of manufacturing. By default it is equivalent to the deliver-by date from line of sales order. If no deadline is set, the order date is displayed here.
Item Type	Display an item type.
Prim. Categ.	Displays an ID of primary category of item.
Sec. Categ.	Displays an ID of secondary category of item.
Note	Enter any text as a note to sales order. By default a note from line in order appears here which you can change.
Status	Displays status as: 1. (blank) - It means that a work order has not been created. 2. CHANGE ORDER  - It means that a WO exists, yet it is not completely finished (WO is deleted and created once again). 3. THE ORDER ALREADY CONTAINS SERIAL NUMBERS - It means that a WO exists not completely finished but contains serial numbers. 4. ORDER ALREADY PARTIALLY FINISHED - It means that a WO is partially finished. 5. ORDER ALREADY FINISHED - It means that a WO is already finished. You can create work order for lines of order with statuses 1 and 2 whereas for those with statuses under 3,4 and 5 this is not possible plus you cannot mark them in order to transfer them to WO. A number of the first created work order is displayed since there can be multiple work orders created based on one line.

Transferring or creating a work order is performed by clicking Transfer.

Regardless of the set transfer mode a check is performed before actually transferring data whether end date and document type of manufacturing was set for individual lines. In case of errors occurring an IRIS message is returned.

Having selected transfer mode based on order specs and taking into account that less data is made available in specifications of orders than in product specifications, it is wise that you check transferred data in WO Work Preparation which can be subsequently completed before continuing with processing WOs created this way.

	You can transfer to work orders only those products having document type of manufacturing entered in the Items register. For items without the entered document type no work orders are displayed when trying to transfer.
	Select a transfer mode for multi-level specifications in Administration Panel | Program Parameters | Orders.
	If a product/semi-product has set 1 Piece = 1 WO, lower-level work orders are issued for quantity 1.

In case you have not checked Show Log the following message is returned after items were transferred to work orders (see Transfer to manufacturing complete!). Otherwise, a window appears containing created work orders:

If an item has serial number tracking switched on, the latter are transferred to the created work order. A corresponding number of serial numbers is transferred to work order, or better it must not be entered in work order.

Auto-assigning serial numbers is enabled in work orders if set in document type of internal issue.

Having created work orders a sales order is assigned a status as set in Document Types | Work Orders | Linked Doc. Types | Sales Orders.  If the current order status is higher than the one set in document types, the status is not changed.

It has to be noted though that a picking list will not be created for orders that are assigned a status equal or higher than the one set for creating (Administration Panel | Settings | Program Parameters | Orders).

Checking Orders Already Transferred to WOs

Transferring orders to work order a check for released work orders is performed in sub-levels. Here the transfer mode you selected (at optimum quantity) is considered too as well as 1 Piece = 1 WO - if for a line of order exists a corresponding WO whose status does not allow you to release it once  again you are unable to do it.

IDs of issued work orders are deleted when transferring. When creating new WOs first the numbers of deleted WOs are used.