Work orders can be entered to replenish stock, or on an as-needed basis. If a customer requests a product for which a work order is required, you can enter the finished product on a sales order and then tag the resulting work order to the sales order to ensure that the customer receives the full quantity they ordered.
Display the sales order on which you want to add a work order's finished product.
In the Qty/Unit field, enter the quantity of the product to order and a finished work order product description.
Click the Detail Scheduling tab to display the scheduling information.
Select the shipment for which you need to tag a work order.
From the Options > Line Options menu, select Schedule to display the Line Item Scheduling window and select the line on which the Available Qty column is 0 (zero) and the Shipment Qty column is not equal to 0 (zero).
From the Edit menu, select Create Work Order.
Depending on the prompt, do one of the following:
Select Edit Template to adjust the processes and quantities on the work order's template.
Select Create a New Work Order (or click Yes) and create a new work order.
Note: When Work Order Entry displays, you can enter a new template ID, if a new template is required. The system prompts you to copy the template to a work order. If you enter Yes, the system creates a work order based on the template and tags it to the sales order. If you enter No, the system returns you to Line Item Scheduling.
Depending on your system setup, you may then be prompted to use the suggested shipping branch as the work order shipping branch. If so, enter Yes to use the sales order shipping branch, or No to retain the shipping branch indicated on the work order template.
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