(Note: to be able to use Work Orders you need to have activated the Work Order module by going to Your Profile > Billing and Admin > Setup Account and ticking the Enable Work Order check box.)
To add a new Work Order the Work Order option should be clicked. To update an existing Work Order, the Work Order Number should be clicked.
The addition of a Work Order in the account is a two-step process:
The first step includes the selection of the Finished Good, the Inventory Location that the Work Order starts in and the Quantity Ordered for manufacturing.
The second step of the Work Order process includes all the options to start and conclude the Work Order.
The Work Order always starts at the Pending Work Order state. In this state, the user may change the Finished Good Quantity Ordered that was entered in step one of the Work Order process. The Bill of Materials can be edited and updated only if no other Work Orders exist for the same Finished Good.
- The Work Order may only be deleted when in the Pending state.
- When the work order is created, the Non-received Quantity in Work Orders metric (that relates to the Finished Good SKU of the work order) increases according to the quantity of the Finished Good ordered in the work order.
- When the work order is created, the Non-Allocated Quantity in Work Orders metric (that relates to the Raw Material SKUs of the work order) increases according to the quantity of the Finished Good ordered in the work order and its Bill of Materials.
A user may add labor and overhead costs to a Work Order. To view these options, the Work Order Costs tab should be clicked. Under this tab, a user may also see the Components Cost and the Received Finished Goods Cost. The labor and overhead costs will be added to the cost of the total received finished goods.
Once you have added a Work Order, the next step is to allocate its components.