To attach a work order template to a finished product:If you always use the same work order process to produce a specific finished product, you can create a work order template and attach it to a finished work order product. When you do this, each time a customer reorders the finished product, the system uses the assigned work order template to create the work order. You can then adjust the quantities, materials, or steps, as needed.
To attach a work order template to a finished product:From the Files menu, select Product to display the Product Maintenance screen.
Use the Add'l hot key and then the Work Order Processing Maint hot key to display the Work Order Processing Maintenance screen.
In the Template ID field, enter the work order number that identifies the default template to use.
If a template has already been used to create a work order for this product, the system populates this field with that number. However, you can change it, if needed.
To make changes to the work order template, use the Edit Template hot key to display the Work Order Entry screen.
Adjust the quantities, materials, or other information, as needed, and press Esc to return to the Work Order Processing Maintenance screen.
Press Esc to save the information and exit the screen.
See Also:
Setup Requirements for Work Order Management
Work Order Template Setup Workflow
Running the Work Order Template Report