Create Plan Lines from Manufacturing
Create Plan Lines from Manufacturing
Create Plan Lines from Manufacturing
Select Create Plans Lines from Manufacturing from the wizards menu in the Plan window in order to open Select Sales Order window.
By doing so you include work orders already released from some other plan or opened them by individual work order release. No new work orders will be opened from plan lines which were already issued.
Enter criteria in the upper section and click Refresh Data in order to filter for data. A list is generated in the bottom section displaying available work orders.
A list will be made from unfinished work orders.
The following two buttons can be found in the main window section:
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Click it to refresh data, according to the selected criteria. |
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Click it to transfer selected work orders. |
Set criteria for transferring work orders:
| WO From - To |
Enter or select range of work order IDs. |
| Order |
Enter or select an ID of order by which you want to restrict selection. |
| Line |
Enter an order line by which you want to restrict selection. |
| WO From - To |
Enter or select start and end date by which you want to restrict work orders. |
| Start Date From - To |
Set bottom and upper margin of start time period of source plan. |
| End Date From - To |
Set bottom and upper margin of end time period of source plan. |
| Item |
Enter or select an item, in order to restrict work orders by item. |
| Customer |
Enter or select a customer by which you want to restrict selection. |
| Department |
Enter or select a department by which you want to restrict selection. |
| Cost Ctr. |
Enter or select a cost center by which you want to restrict selection. |
| WO priority |
Enter or select a WO priority by which you want to restrict selection. |
| WO Status |
Select status of work orders by which you want to restrict selection. |
| Transfer WO Work Preparation to Plan Spec |
If checked, means that when collecting work orders Has Spec field will be checked in the list of WOs. This means that WO Work Preparation will be transferred to plan specification. |
| Copy Tools |
If checked, means that tools in WO Work Preparation are also transferred to plan specification. The checkbox appears only after you checked Transfer WO Work Preparation to Plan Specification. |
| Copy Small Tools |
If checked, means that small tools are transferred from WO Work Preparation to Plan Specification. The checkbox appears only after you checked Transfer WO Work Preparation to Plan Specification. |
| Transfer Regulations |
If checked, means that regulations are transferred from WO Work Preparation to Plan Specification. The checkbox appears only after you checked Transfer WO Work Preparation to Plan Specification. |
| Product Item Type |
Select item types. |
| Work Order Document Types |
Select statuses for documents to include. |
Having clicked Refresh Data displays a list of work orders, according to the set criteria. Check work orders and click Transfer. You are shifted back to the initial Plan window.
Check the field or use a command from the right-click menu.
Below you can see the following lines:
A list of work orders displays the following data:
| Sel. |
If checked, marks a line to transfer. |
| Work Order |
Displays the work order selected for transfer to plan. |
| Priority |
Displays WO priority |
| No. |
Displays a consecutive number of work order, that is, sequence of WO production. |
| Item |
Displays an ID of product in production. |
| Alt. |
Displays an alternate line number in specification. |
| Name |
Displays a name of product in production. |
| Required Quantity |
Displays product quantity as planned in work order. |
| U/M |
Displays unit of measurement used with the item in work order. |
| Record |
If checked, lines of work order are transferred to plan specification. Update it by double-clicking, or by using a right-click menu. You will not be able to mark the line for IDs of items in work orders which do not include product specification. In case that at least one of work orders has it checked, then the Transfer WO Work Preparation to Plan Spec is checked also (if not already checked). |
| End Date |
Displays end date of work order. |
| Status |
Displays a work order status. |
| Cost Center |
Displays a cost center. |
| Note |
Click it and enter a note to work order. |