Adding Materials to Work Order Steps

The Work Order Entry Material Detail window helps you identify the raw materials coming out of stock to be processed on a work order, and the finished product going into stock to be sold to the customer. If you are creating a work order, this screen displays when you finish entering a process.

Note: The system prices items coming out of stock in the same way it does for purchase orders. For example, if you want to cost your material at COGS-COST, you must have a buy matrix for the material that calculates it this way.

To enter products associated with a step:

From the Orders menu, select Work Order Entry to display the Work Order Entry window.
In the Order ID/Description field, enter the order number or press F10 and select the order for which you need to add material to a step.
Select the step to which you want to add material and click the Step Detail tab in the right pane.
Use the following columns to enter the needed material:

Column	Description
Quantity Out	Enter the amount of stock or material you need to take out of your inventory to "apply" to the step. For example, you take out 3/8" copper wire to use when creating a circuit board.
Quantity In	Enter the amount of finished material that the system considers to be put back in inventory after the step is complete. For example, you have to paint a chair red. The Quantity Out is 1 ea black chair and Quantity In is 1 ea red chair.
Product Description	Enter the description of the Quantity In or Quantity Out product. You can search for the product, if needed. Each product, regardless of the step in the process, must have a product file set up in Product Maintenance.
Unit Cost	(View Only) The cost associated with each stop of the process, as indicated in Product Maintenance.
Extension	(View Only) The full cost if more than one material is being handled for the step, as indicated in Product Maintenance. For example, if three circuit boards are needed, you can process them simultaneously. So, the Unit Cost for putting the board together may be $25.00, but for three of them, the cost is $75.00.

Use the Header and Totals/Summary tabs to adjust further information for the work order.
If items are unavailable in the quantities needed, you can move materials to another step or split the quantities to fulfill part of the order at a time.
Save the changes and exit the window.