Key concepts
These terms describe the main parts of a work order.
The build target
The item you are making, at one exact released revision. It can be a product or an assembly at any depth — Partix does not distinguish, because a released assembly is a stockable item in its own right.
The target is fixed when the order is created. To build a different revision, raise a different order.
The material plan
What the build consumes, worked out by walking the BOM from the target down. Each line carries the quantity needed, what is reserved against it, and what has been issued.
Partix calculates the material list from the BOM. You assign those materials to steps.
Reservation
Stock held for this build and no other. Placed when the order is created, drawn oldest lot first.
A reservation is not a movement. The parts are still on the shelf and still in your inventory total — they are just spoken for. They do not leave until a step issues them.
Reserved is not the same as picked
A reservation says the stock is yours. Picking is the physical act of taking it, which happens later, on the step that needs it.
Operations, or steps
The work itself, in order. Each step has a type that decides what it does:
| Type | What it does |
|---|---|
| Pick from inventory | Raises a release that issues reserved stock to the build |
| Purchase parts | Carries material that has to be bought before the build can run |
| Build / process | Labor only. Consumes no material of its own |
Add the steps to each work order. Saved step templates are not available yet.
Issuing
The point where material actually leaves stock and enters the build. Issuing writes a costed movement, so from then on the value sits with the work order rather than the stockroom.
Cancelling an order does not return issued material to stock. Use a reversal on the release to correct an issue.
Receipts
Finished units coming back as stock. A build of 100 does not have to finish all at once: 40 today is one receipt, at the cost accrued so far, in its own lot. The remaining 60 come later as their own receipt.
Each receipt lands on a default location so the units stay out of available stock until somebody puts them on a real shelf.
Two words that are easy to confuse
| Complete | Production is finished. Late corrections are still possible — a scrap report, a reversal, a labor fix |
| Close | The accounting is finished. No further changes can be recorded against the order |
Complete the order when production is done; close it when the costs are final. See Complete and close.