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Select Work Order Main menu > Work Order Entry.

Use Work Order Entry to create and maintain work orders. A work order is used to authorize shops to manufacture subassemblies and finished products, and details how subassemblies and products are manufactured. By entering a work order, you define what material and processes are required to manufacture the product. Work Order Entry brings together material plans defined using the Bill of Materials module with the manufacturing plans defined in Routing Maintenance to create a complete plan for manufacturing the product.

Before entering work orders, if you are currently using a manual work order system or a different computerized system, you will need to perform certain preliminary data entry procedures to ensure that your system is current.

In the process of entering the work order, standard time and cost information are calculated to determine the planned costs to use to measure the efficiency of the manufacturing process. The planned costs are compared against the actual cost recorded against the work order to provide variances from standard costs.

In addition to standard work orders, Work Order Entry allows you to enter work order templates, which are used for creating standard work orders. Work order estimates can also be entered to determine the time required to build an item and its associated costs. Estimates will not commit the quantity required for the work order for the components. After an estimate has been created, it can be printed on work order travelers, picking sheets, dispatch sheets, operation tickets, the Open Work Order Report, and the Scheduled Capacity Report. To convert the estimate to a firm-planned work order, recall the estimate by work order number and change the status to "firm planned." The inventory quantity required for the work order for the components is adjusted at this time.

A work order can be completed to inventory, work order, or sales order when work order completion transactions in Work Order Transaction Entry are processed.

Work Order Entry allows you to specify the product to be manufactured (such as the parent item), the number of products needed, the purpose for which the products are produced, and the due date.

You can also enter additional header information about the work order. If you know when you want to release the work order, but want to determine when the finished product will be completed, do not enter a due date, and type the scheduled release date. This causes the Forward scheduling method to be used to calculate the total amount of time needed to complete the finished product.

If you are entering a work order template, you cannot enter the following data:

• Status Comment

• Due Date

• Lead Time

• Sched Release

• Order on Hold

Work Order Entry allows you to enter the operational step information necessary to manufacture the product for the work order. Each step identifies the operation to be performed and the work center where it will be performed.

Note At least one step number must be entered for each work order before the materials and scheduling can be entered.

After a work order is released in Work Order Transaction Entry, you cannot delete a step, but you can modify the standard run type, run time (hours per lot, hours per operation, or operations per hour), parent item type, or factor for the step in order to change its extended time to 0 (zero). New substeps cannot be created; they are created automatically when phantom bills or bills with options are merged from the Bill of Materials module.

You can also enter one or more material components required to manufacture the product for a work order. Each line item represents material to be issued to the current work order for the manufacture of the finished product. You can enter and maintain as many line items as you want. Line entries referencing completed steps cannot be modified.

The process of entering material items builds only one bill level at a time. If the finished product is made up of subassemblies, those subassemblies must be manufactured from other work orders or pulled from inventory. Component item information for the current work order is displayed for editing purposes if you are copying from a work order, from a work order template, or if you entered a bill number. If a bill number is entered, a single-level bill explosion with phantom blow-through is performed after you save the work order. This means that the components for the bill appear as individual line items for the work order. After a work order is released using Work Order Transaction Entry, you cannot delete a component item, but you can modify the step, scrap percentage, warehouse, quantity per parent, or extended quantity for the step in order to change its extended quantity to 0 (zero).

Work Order Entry also allows you to calculate the work order scheduled due date, work order scheduled release date, scheduled start date, and scheduled completion date of each step. Scheduling information is required to commit time in work centers and to update scheduled times in the Work Order files. Scheduling determines when each step should be started and how long each step will take so that dates for each step can be scheduled at each work center. Before you can exit a new work order, it must be scheduled. By scheduling the planned start date and the planned processing time for each step, you can easily track the progress of the work order.

Forward scheduling can be used to calculate the due date based on a specific release date and the lead times required. Backward scheduling can be used to calculate the necessary release date based on a specified due date. You can reschedule a work order even after it is released.

NOTE You cannot enter scheduling information for work order templates.

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