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Work Documentation

Work Documentation

Work Documentation

52324.gif

By selecting Work Documentation in wizards menu in Process Work Orders opens a window where you can set criteria in order to display documentation of open work orders.

On the right side there is a list including prepared WO documentation reports enabling you to display and subsequently print work orders.

Data in question are linked to lines in work orders that can be found in manufacturing specification. Here are material standards that have to be issued from warehouses to work orders in order to be able to assemble products being produced in work orders. To do this make use of the following documents Requisition, Collective Requisition as well as Collective Requisition by Groups, Collective Requisition by Tools.

Data on operations in technological procedures when creating work orders can be found in manufacturing specification. These are work standards that requires to be carried out in operations and in specific work resources in order to create products from materials. For details on operations see Work Slips, Collective WO by Positions and Collective WO by Operations.

Next are tools required when creating operations. For details on tools see Tool Tickets.

Here you can also find data on planned transfers (receiving) of products to corresponding product warehouses. Here use the following documents Transfer Note and Collective Transfer Note, Collective Transfer Note by Tools.

Compound Document, as accompanying document, offers general information on material lines in manufacturing and operations in technological procedure of creating a work order.

Work documentation for cooperation can be displayed in Sub-contracting Requisitions and Sub-contracting Work Slips.

When publishing work orders reports are divided into those for specific work orders and those for collective documentation for multiple joined work orders. The former are normally used in processing individual work orders, and collective reports are suitable when creating groups of relate work orders.

Before actually printing them, you can view reports if set when defining document type.

 

52327.gif A user can select any given combination of reports - individual and collective - and print them by clicking. Select or deselect multiple reports by left-clicking and holding down CTRL or multiple collective reports by left-clicking and holding down SHIFT.

When a user selects more than one report the selected documents for selected work orders are displayed. At the same time an option appears allowing you to print without preview. In the opposite case a preview is displayed.

 

52328.gif Double-clicking certain fields opens a corresponding register.
Double-clicking other fields opens window Select WO Lines.

 

The image below displays a main window for displaying work documentation of work orders:

Restrictive Criteria:

 

Report Type Select a work documentation report(s):
 
 
Click this button in order to refresh data according to set criteria.
   Click it in order to generate reports according to set criteria.

 

   Click it in order to clear entered criteria.
Product Item Type Select an item type of work orders in order to set criteria for documentation. By right-clicking you are able to select or deselect all available options.
WO DT Select work order document type as criteria for documentation. By right-clicking you are able to select or deselect all available options.
WO Status Here you can restrict selection by specific work order statuses:

P - Planned

O - Open

I - Reserved

R - Released

D - In Progress

E - Partially Complete

Z - Complete

Criteria

WO (From - To) Select an initial and final number of work order by which you can restrict WOs when generating work documentation report.
Start Time (From - To) Select a start and end date of start of operations in work order by which you can restrict WOs when generating work documentation report.
End Time (From - To) Select a start and end date of end of operations in work order (manufacturing deadline) by which you can restrict WOs when generating work documentation report.
Order (From - To) Select an initial and final ID of sales orders linked to work orders by which you can restrict WOs when generating work documentation report.
Tools (From - To) Select an initial ID from range of tools which are used when carrying out work orders.
52331.gifShow only Selected Lines If checked, displays only those lines set as active in WO Work Preparation panel or in the Select WO Lines window. 

The following text appears in report header of work documentation if you checked 52417.gifShow only Selected Lines:

  • Report Type : Show only Selected Lines
  • Report Type: Regular
52332.gifNo Print Preview If checked, reports are printed directly. This option appears when a user selects at least two reports.
Customer Select a customer by which you want to restrict work documentation report.

 

Consignee Select a consignee by which you want to restrict work documentation report.

 

Department Select a department by which you want to restrict work documentation report.

 

Cost Center Select a cost center by which you want to restrict work documentation report.

 

Plan Select a manufacturing plan by which you want to restrict work documentation report.
Priority Select a Priority by which you want to restrict work documentation report.
Item Select an item by which you want to restrict work documentation report.
Name Select an item name by which you want to restrict work documentation report.
Prim. Category Select a primary category ID by which you want to restrict work documentation report.
Sec. Categ. Select a secondary category ID by which you want to restrict work documentation report.

Parent WO

WO (From - To) Select an initial and final number of work order by which you want to restrict work documentation report.
52333.gifNo Parent WO If checked, criteria are set only for those work orders not having parent WOs.
52334.gifAll Linked If checked, collects all parent and child work orders, according to the set criteria.

Moreover, the criteria All Parents, All Children and Include Parents are hidden.

52335.gifAll Parents If checked, collect all parent work orders.
52336.gifAll Children If checked, collects all child work orders.
52337.gifInclude Parents If checked, includes parent WOs, according to set criteria .

Work Orders Panel in Bottom Section:

 

Sel Check it to mark a work order to be included in report. By right-clicking you can select or deselect multiple work orders.

WO Displays a work order number displayed according to the set criteria.
Item Displays an item for production.
Name Displays an item name in work order.
Quantity Displays a planned quantity of products in work order.
End Date Displays end date of manufacturing (manufacturing deadline) in work order.
Item Type Display an item type.
Prim. Category Displays an ID of item's primary category.
Sec. Category Displays an ID of item's secondary category.
Plan Displays a number of plan linked to the work order.

 

 

Having published work documentation work order status usually changes from Open/Planned/Reserved to Released because work documentation should be submitted to manufacturing. This way preparatory actions are undertaken in order to realize operations in work order, that is, work order is being carried out. Furthermore, this can be observed in movements of materials, work, tools and products. All this is enabled in a work order which is assigned Released status.

It is nonetheless possible that status remains unchanged after generating work documentation reports since a message is returned asking you whether you want to change status of work orders.   

 

You can change statuses for selected work orders by using the function for changing status when creating work documentation reports, although you have not actually created any report. In this case you just open one of documents of selected work orders in preview and make changes before exiting.

 

In case you checked Change WO Status to »Released« Only After Documentation Printed that can be found in the Administration Panel you are not required to confirm changing status of open WOs to released ones because work order status is automatically changed when creating work documentation report.



 

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