Work Order Entry/Query

Overview

New work orders are entered on the Work Order Entry/Query screen. This is the first step in the work order process.

Choose Work Order Entry/Query from the Work Order Fabrication submenu of the PRD menu. This will open the Work Order Entry/Query screen. Work orders can be changed up until they have been allocated. At that point the work order is frozen and can only be cancelled and have a new work entered to replace it. The Work Order Entry/Query screen is used to modify work orders.

Work status – this box will tell you the status of the work order it is a TRX field and cannot be updated by you.
Due date - represents the date the finished goods are required to be finished. It will use the current date as a default and you can simply press enter to go on to the next field.
Work order number - is a required field. If your system is setup to automatically number work orders, this field will be gray and the cursor will skip over it, otherwise, enter a unique number for this work order.
WIP GL Account - This is the general ledger account to use for Work in Process. This value will default in from the Production Setup screen and you can usually just press enter to go on to the next field. This should be different then your Projects WIP account
Assembly line -This is the assembly line on which the work order will be produced. The assembly you choose will determine the earliest date the work order can be scheduled for production based on capacity and other work orders scheduled for the line.
Scheduled Date – TRX will calculate the scheduled date. All work orders scheduled on the same day for the same Assembly Line can be released together in one easy operation using the Release by Date Scheduled screen. If you choose a date that will cause the assembly line to be over capacity the Scheduled Date field will turn red to alert you that the line is over capacity.
View Capacity – This Icon will allow you to view the schedule and schedule of the assembly line. This will open the Assembly Line Inquiry screen and display the schedule for the Assembly line you entered for the current month.

Production QTY - This is the quantity of the item to be produced. It will default to 1. If you are going to specify a bill of material and the minimum build quantity of the bill is greater than the quantity you enter, the quantity will be adjusted to meet the minimum specified by the bill of material.
Item - This should be a valid inventory item that is both stocked and manufactured. It may or may not have an associated bill of material as you can create work orders without reference to a bill of material.
Warehouse - This is the warehouse location the finished good item will be received into when the work order is closed. It also serves as a default location from which to issue the components. Each component can be issued from a separate warehouse if desired.
Version - This is the version of the bill of material. It is used in combination with the item to identify a valid bill of material and the components for the work order. If you do not wish to use a bill of material, leave this field blank and enter the components manually.
Unit of measure - The item's standard unit will default in, but you can change it if desired.
Production units - This value represents the number of work units needed to produce the entire work order and is used in determining capacity for the assembly line. It will default in a value if you are using a bill of material as the bill contains the number of work units required to build one of the items. If you are building 3 DRS items, version STD in the example, then it will take 3 production units as the bill of material specifies 1 production unit.

If you specified a bill of material, the components have been calculated and displayed for you. If you are not making any changes to the components, simply click on the Save icon in the toolbar as you have finished entering the work order.

Component – this box will list the names of the components that will be used in the work order. Next to it is the description of what the component is from the inventory set up.
Unit – This is the UOM of the component being used in the work order.
Warehouse – every component must be removed from a warehouse – this will list the one it was pulled from.
QTY per Master - This is the amount of the component that will be used to make one of the work ordered items. This amount can be changed in the work order entry/query screen
QTY Allocated – The amount in this box is the amount of the component that was allocated to the work order as a whole.

The costs tab will take the total components that were entered into the quantities tab and cross-reference them with the individual inventory cost to figure the total cost of the work order.

The Labor Charges tab shows Labor Charges entered.