Raise a work order
Work orders start from the BOM. Open a product's Committed Area, find the row you want to build, and use the + on that row.
Choose a product row to build the whole product, or an assembly row to build just that assembly.
What you fill in
| Field | Notes |
|---|---|
| Quantity | How many to build. Drives the whole material plan |
| Name | Defaults from the item; change it if this build needs distinguishing |
| Priority | Used for sorting and filtering the list |
| Planned dates | Start and end. An order past its end date is flagged Overdue in the list |
| Assigned to | Who is responsible for the build overall |
| Attachments | Drawings, instructions, anything the shop needs |
Review the material plan
Enter a quantity to see the required materials and available stock. Review any shortages before creating the order.
Each line shows:
- Required — the quantity after any overage the part is configured for.
- Available — what is on hand right now.
- Short — what is missing, if anything.
See The material plan for how the quantities are worked out.
Steps
Below the plan you lay out the operations. Each one gets a name, a type, optionally an owner and dates, and the material it pulls.
At minimum a build needs one step — you cannot submit an order with none. Most builds have a pick step to get the material and one or more process steps to do the work.
What happens when you create it
When you create the order:
- The order is saved in the
Draftstate. - Stock is reserved for every line the plan found, oldest lot first. Each line records what it actually got.
- Anything short becomes purchase lines on the purchase step.
A shortage needs a purchase step
If there is a shortage and no purchase step to carry it, creation is refused and names the parts involved. A shortage appearing now means stock moved while you were planning, so the plan you are looking at is out of date. Reload it rather than proceeding on numbers that are no longer true.
After it exists
The order is saved as a draft, with stock reserved. You can cancel the draft to release those reservations.
When it is ready, submit it for approval. See Submit and approve.