Steps
Steps, also called operations, describe the work to do. Each step has its own material and completion status.
The three types
| Type | What it does |
|---|---|
| Pick from inventory | Raises a release that issues reserved stock into the build |
| Purchase parts | Carries material that has to be bought before this build can run |
| Build / process | Labor only. Consumes no material of its own |
The type decides what the step offers when somebody works it. A pick step shows the release controls; a process step goes straight to completion.
Add steps
Steps are added when the order is created and can be edited while it is a draft. Each takes:
- A name — what the step is, in the shop's own words.
- A type — from the three above.
- An owner and dates, optionally.
- Material — which of the plan's lines this step pulls.
A work order needs at least one step before it can be submitted.
Add steps to each order
Saved step templates are not available yet.
Assigning material to steps
Assign material to the step that uses it. This lets you record scrap where the loss happened.
A part can only be on one step.
Working a step
Whoever is assigned opens the step and works it:
- Start — marks the step in progress.
- Material — for a pick step, raise and issue the release. For a purchase step, record what was bought. See Pick material.
- Complete — close the step with a note.
Steps can be worked out of sequence. For example, you can start step 3 before step 2.
Planned dates are entered manually
Planned dates on a step are what somebody typed. Step 3's start is not derived from step 2's end, and there are no work centers or capacity limits. Dates are for expectation and for the Overdue flag, not for a schedule Partix maintains.
Attachments and print-outs
A step can carry its own documents. A pick step can also produce a printable pick list of what to pull, for shops working off paper at the shelf.