Work Orders

Work Orders


The Work Order (WO) system allows you to create and maintain a list of components assigned to a Work Order Product, along with detailed Work Order assembly instructions for subsequent processing.

  • The WO system is not a true manufacturing module, but rather a simple Work Order system.

  • The WO system is ideal for any distributor requiring the ability to define a Work Order comprised of a group of component Products and associated quantity configurations, labour or other charges, and any build instructions.

  • The WO system allows you to assign the Warehouse for picking components at the Product detail line level.

  • The Work Order Product can be ordered in Enter Orders & Quotes (OE30) creating a demand for the Product. If stock is not available, it is added to a Purchase Order in Create Purchase Orders (PO40) which produces the detailed Work Order for production/processing. Once the Work Order is added to the PO, the component stock is placed on reserve (based on the Warehouse defined on the Work Order detail lines).

  • When the finished Work Order Product is received via Enter Receipts/In-Transits (PO60), the component Products are automatically relieved from Inventory (based on the Warehouse defined on the Work Order detail lines) and the Work Order Product is added to Inventory in the Receiving Warehouse.

Using the Work Order System:

The following programs are used to manage Work Orders:

  • Company Control Initialization (CC00/Work Order Control) - initializes the Work Order Control module within Enterprise. The WO system is not included as part of the core Enterprise software. When this module is purchased, it must be initialized in CC00 before the Work Order Control option is available for use.

  • Maintain Inventory Master (IM13/Stock) - allows you to define and maintain a 'WO' Product type. The WO system requires the definition of a Work Order Product in the Inventory Master prior to the creation of a Work Order item in WO13.

  • Maintain Work Order Products (WO13) - defines and maintains Work Order Products. The component Products that are required to produce a WO Product and other cost factors included in the final cost of the WO Product are listed. Build instructions may also be entered.

    • A WO Product must be set up as 'WO' Type in IM13/Stock.

  • Maintain Supplier Master (PO11) - create a Supplier Master record for yourself. (You will be issuing a PO to yourself to trigger Production of the WO Product.)

  • Maintain Purchasing Information (PO13) - create a Purchasing Information record for your Supplier code and WO Product code. Landing Factors entered into the PO13 record are included in the cost of the finished WO Product. For example, Labour costs can be included this way.

  • Create Purchase Orders (PO40) - when entering a PO for a Work Order Finished Product, a Work Order confirmation screen automatically opens allowing you to confirm the details of the WO Product.

    Note: PO40, Maintain Proposed POs (PO34) and 'Dedicated POs' have a 'hook' that automatically reads the Work Order file to determine components for stock allocation.

  • Print Purchase Orders (PO42) - automatically checks for WO Products and lists the build instructions and Work Order component details on the printed PO. This document is used to build up the WO Product.

  • Enter Receipts/In-Transits (PO60) and Print Receiving Register (PO64) - contain logic that will relieve Inventory from the component stock, and increase Work Order Product Inventory when the Work Order PO is received.

  • Display Product Availability (IC45) - for component Products, the Total Qty Reserved against outstanding Work Orders is displayed as 'WO RES' in the Header section. The 'Bin/Lot/Serial Movement display screen' (found by clicking Movement on the V2-Bin/Lot/Serial panel in IC45) identifies the outstanding Purchase Orders (PO40) as type 'WO.RES'. Those POs that have been received (in PO60/PO64) are identified as type 'WO.PROD'.

In addition, Enterprise programs also supports the Work Order system in the following manner:

  • Demand for the Work Order Finished Product is recorded when the Sales Order is entered in OE30.

  • Demand for the WO components is recorded when the Work Order PO is created in PO40.

  • Quantity on Hand and Weighted Average Cost is updated for the Work Order Product in the receiving Warehouse when the Work Order PO is received.

  • Inventory is relieved for component Products in the Warehouse assigned to the component in WO13 for the Work Order Product.