Copying Work Orders

Work Order Entry helps you create work orders for special processing on products. If you need to copy a work order, when needed.

Note: If the required date is less than the ship date, the system makes the required date equal the ship date.

To copy a work order:

1. From the Orders menu, select Work Order Entry to display the Work Order Entry window and enter or display the work order you want to copy.

2. From the File menu, select Copy Order to display the Copy Work Order window.

3. In the Create New Template/Order field, select Order and click OK.

The system displays the new order with the new work order ID assigned.

4. Enter the products and quantities out and in the user needs to complete the work order for the step you are entering.

Note: If the finished product you want to add is not in the system, you can create a nonstock product to use. From the Step Detail menu, select NonStock (add/edit) to display the NonStock Product Entry window.

5. Add or move materials, as needed.

6. Review and adjust the days, setup and process costs, and the unit of measure fields.

   Field	Description
   Days	Enter the number of days required to complete the step. When you complete this field, the system adjusts the completion date for this process and the start date for the next process.
   Setup Cost	Enter the dollar amount that identifies any costs incurred in preparation for processing one unit of the product, based on the unit of measure.
   Process Cost	Enter the dollar amount that identifies any labor or other costs incurred during the process, per unit of measure.
   UM	Enter the measure of an item by which it is costed for processing, such as each or lot, such as the following: Lot - Costs the order for entire quantity as a whole. This is the default. ea - Multiplies the cost by the value entered in the Process Qty field. C - Cost per 100. Adds the cost in 100 value intervals. M - Cost per 1000. Adds the cost at 1000 value intervals. wt - Cost based on weight. Adds cost based on the weight of the finished product.
   Process Qty	Enter the quantity of product to be processed during the specified step.

    

7. Review and change the date fields, as needed.

   Field	Description
   Start Date	The date the work was created.
   Complete Date	The date the work order finished products should be available based on the process days required.
   Required Date	The date the work order finished products are due to the customer.
   Available Date	(View Only)

    

8. To add additional steps, from the Steps menu, select Add Step and select a Process and Vendor for the step.

9. Save the information and exit the window.

The system may prompt you to enter the vendor's freight terms in the Freight field.

See Also:

Reviewing Open Work Orders

Adding Comments to Work Orders