Partix Docs

What a work order is

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.

You raise one against a released BOM. Partix works out the material from the structure itself, reserves what it can from stock, and turns whatever is short into purchasing work. From there the order moves through a fixed set of states — submitted, approved, started, finished — and every move is recorded.

How a work order runs: from a committed BOM row, through planning and reservation, approval and building, to finished units received back into stock. Anything the reservation cannot cover becomes lines on the purchase step.
How a work order runs: from a committed BOM row, through planning and reservation, approval and building, to finished units received back into stock. Anything the reservation cannot cover becomes lines on the purchase step.

Use this for

Build from a committed revision

A work order always targets a committed revision. A draft has no part number, so finished units would have nothing to be received into.

This is also why you can build at any level. A subassembly deep in a product's structure is a released item in its own right, so "build just this bracket" is a work order like any other — you raise it from the bracket's row rather than the product's.

Material is calculated from the BOM

When you raise the order, Partix walks the BOM from the item you chose and works out the demand for the quantity you asked for. You are not typing a parts list, and you cannot add a part the structure does not call for — though you can mark extras as unplanned once the build is running.

Existing assembly stock is included in the plan:

Use assemblies already in stock

If a build needs four gearboxes and you have three on the shelf, Partix pulls those three and adds the parts needed to build the fourth.

Stock is reserved as soon as the order exists

The moment a work order is created, Partix holds the stock it needs — oldest lot first — and records how much it actually got.

Reserved stock is held for this order and cannot be reserved by another build.

Whatever the reservation could not cover is a genuine shortage, so Partix writes it straight onto the order's purchase step instead of reporting a number you have to act on yourself. See When material is short.

What the record holds

Steps The operations to work through, in order, each with its own material
Material Every part the build needs, what is reserved, and what has been issued
Receipts Finished units, received in batches as they are made
History Every state change, who made it and why
Documents Drawings, instructions and anything else attached to the build

Where to go next