Documentation
Work orders
Build a released BOM: plan the material, reserve it, work the steps and receive what comes out.
Getting started
Overview
A work order is the record of one build: what you are making, how many, what it takes, who is doing it, and how many units were produced.
Key concepts
These terms describe the main parts of a work order.
Raise a work order
Work orders start from the BOM.
The material plan
The material plan lists the parts and quantities needed for the build, calculated from the bill of materials (BOM).
Lifecycle
How a work order moves
A work order moves from draft through approval and production to completion and closing.
Submit and approve
Submit a draft work order for approval before starting work.
Hold, resume and cancel
Hold an order to pause work and keep its stock reserved.
Reason codes
Reason codes group the reasons for holding, cancelling or rejecting orders and reporting scrap.
Running a build
The work order list
Use the Production screen to track work orders and see which ones need attention.
The work order page
View a build's status, materials, finished units, documents and history in one place.
Steps
Steps, also called operations, describe the work to do.
Pick material
Picking is where material actually leaves stock and enters the build.
When material is short
When there is not enough stock, Partix adds the missing quantity to the purchase step.
Output
Report scrap
Scrap is finished units lost during the build, reported against the step that lost them.
Receive finished units
Receiving is how finished units become stock. A build does not have to finish all at once.
Complete and close
Complete an order when production is finished.