<< Click to Display Table of Contents >> Navigation:  Work Orders > Work Orders Topic Last Edited 06/08/2025

This section allows the user to create and maintain work orders in Progress.

 

 

The filters at the top of the screen allow the user to search and display all work orders based on the search criteria entered.

 

 

The user can apply a variety of filters to their search including a range of work order numbers and statuses as well as by customer, part number and sales order. The user can also set the maximum number of part records to be displayed on the grid using the LIMIT RECORDS option at the bottom of the screen.

 

 

The default value of this option is set in the system options and is useful when large amounts of data are held in Progress as this limits the amount of data being displayed. The limit can be removed by the user if necessary by simply unticking the option, or they can simply increase the limit quantity to a more suitable value. The number of parts shown in the grid is also summarised at the bottom of the screen. This gives a total count of the parts shown.

 

 

Once filters and record limits have been selected, the user can view the work orders which meet the selected criteria by clicking the REFRESH option.

The work orders displayed in the grid are colour coded depending on their status. The legend at the bottom of the screen explains the meaning of each.

 

 

This gives the user an idea of a work order’s status at a glance.

 

 

View

The user can view the details of any selected work order by highlighting the work order required in the grid and clicking the VIEW option. Alternatively, the user can view the details of a work order by double-clicking on the required work order directly on the grid. Either method will present the user with the following screen.

 

 

The user can now view or amend the details of the selected work order as required. Clicking the CLOSE or ACCEPT options will return the user to the Work Order screen.

 

 

 

 

WO Demand

This option allows the user to view any lower level demand for a selected work order. Sub-assembly requirements are highlighted, allowing the user to create the additional work orders necessary for the selected work order. When the user clicks on the DEMAND option, the following screen is displayed.

 

 

This screen presents the user with the details of the selected work order, part number and description, as well as a breakdown of the BOM for the selected work order and highlights any sub-assembly parts. The BOM levels are indented to show the multiple levels of the BOM.

 

 

The user can specify the number of levels shown using the DISPLAY X LEVELS option at the top of the screen.

 

 

Reducing the number of levels to below the number of BOM levels of the work order reduces the number of visible component parts as shown below. Any changes to the number of levels can be applied by clicking the REFRESH option.

 

As well as the BOM levels, the screen displays the following information.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WO Demand Options

The user has a couple of options regarding the information shown. These options allow the user to remove certain parts from the demand grid to help focus on what they need to consider.

 

 

Allow WO Start Dates to be in the Past

This option allows the calculated work order dates to be prior to the current date. By default, the system would typically raise work orders with dates based on current date, however, back-dating work orders can be done using this option.

 

(Option unticked - system calculates WO dates based on current date)

 

 

(Option ticked - system calculates dates based on parent WO dates)

 

 

Hide Purchased Items

The user can also remove purchased parts (MP ticked) from the grid by ticking this option. Refreshing the grid removes all purchased items, leaving on manufactured parts shown.

 

UNTICKED (Show all parts)

 

 

 

TICKED (Hide all purchased parts)

 

 

 

Hide FI Items*

This option allows the user to hide any part that is marked as an free issue part (FI ticked). If the part marked as FI has a BOM, the lower-level parts will also be hidden.

 

(Option unticked - FI items shown with lower-level BOM items)

 

(Option ticked - FI items hidden, along with the lower-level BOM items)

 

 

Hide Items Where Surplus > Requirement

This option allows the user to hide parts where there is sufficient supply already planned. This effectively highlights parts where there is a current shortfall in supply.

 

(Option unticked - All parts shown regardless of surplus/shortage)

 

 

(Option ticked - Only parts with overall shortage shown)

 

 

 

Line Details

The user can further enquire into the inventory status of any component or sub-assembly by clicking on the LINE DETAILS option at the bottom of the screen. This presents the user with a more detailed view of the part in question as shown below.

 

 

When viewed for a purchased part, the screen shows a more detailed view of the stock status of the selected component, much like can be seen on the parts Stock Status screen. The bottom half of the screen is locked down as this is only for use with non-purchased parts. An example for a non-purchased part is shown below.

 

 

Again, a more detailed look at the stock status of the selected part can be seen at the top half of the screen. The bottom half of the screen allows the user to specify details to be used in creating a work order.

 

 

The user can specify the required work order quantity as well as a batch quantity if required. This would create multiple work orders, each for the specified batch quantity, to the total quantity required.

 

 

For single sub-assembly work orders, the user only need add the WO QTY REQ’D value.

 

 

The user can then specify the rest of the details, including dates, using the fields displayed. If the user wanted to create the work order quantity of 100 units in batches of 10 units, the user could set up the details as follows.

 

 

As can be seen, the option to choose START and FINISH dates are now locked. The user can now use the DATES option to specify the dates for each individual batch.

 

 

Clicking on the DATES option presents the user with the following window.

 

 

Both dates will default to the current date. The user can change the dates using the drop-down calendar for each item (work order) listed.

 

 

Once all the dates have been amended accordingly, the user can click ACCEPT to save the dates and return to the work order details screen. Once all the details have been entered, clicking ACCEPT will return the user to the initial work order Demand screen, where any details selected will now be shown.

Alternatively, the user can have Progress plus generate work ordered based on a “suggested quantity”. This quantity is calculated and shown in the main grid above.

 

 

If the user wishes to proceed with the suggested quantity, the user can click the FILL ‘RAISE WO QTY WITH SUGGESTED QTY option.

 

 

This will populate the RAISE WO QTY field with the suggested quantity calculated by Progress. The user will be prompted to confirm that they wish to proceed.

 

 

Once confirmed, the screen will be updated to show the suggested quantity in the RAISE WO QTY field.

 

 

Once the user has entered the work order quantities required, they can choose whether they wish the paperwork associated with the new work orders printed upon creation. This can be specified using the printing options at the top right of the screen.

 

 

Selecting the Job Card(s) option will automatically generate and print the job card documentation for the new work orders. Selecting the WO Requirements option will generate the WO Requirements By WO report for the new work order. This will highlight any outstanding requirements for the work order as well as show a summary of the component stock status.

Once the work order quantities have been decided and the printing requirements selected, the user can generate any work orders by clicking the ACCEPT option. The system will create the specified work orders and then produce the selected paperwork. Once the user has finished generating the required work orders, they can return to the main work order screen by clicking the CLOSE option.

 

 

 

Below MSL

This screen allows the user to see current shortages of manufactured parts. This works in a similar way to the PO Shortage screen, but for manufactured parts as opposed to purchased parts. Clicking on this option presents the user with the following screen.

 

 

The user can filter this screen using the grid filters at the top of the screen if they know the part number or group code they wish to view.

 

 

If specific details are not known, the user can simply click the REFRESH option to view all current manufactured shortages. The user can clear any existing filters using the CLEAR FILTERS option at the top.

 

The user has some additional options which can be applied to the calculations.

 

 

Display X Levels

This allows the user to set how many BOM levels they wish to consider in the calculations.

 

Calculate Date Stock Falls Below MSL

This option will calculate the date the stock will fall below the part number's minimum stock level (MSL). The system will look at the dates of all incoming supply and dates of demand to determine a date when the stock level will breach the set minimum stock level. This only applied to the top-level items; does not get calculated for lower-level items.

NOTE: Applying this option may cause a refresh of the Below MSL screen to take longer due to the additional calculations being carried out.

 

Do NOT Recalculate Dates when Edited Manually

If the user decides to manually edit the start or finish dates of the WO they wish to create, the system will, by default, calculate the other date based on the default WO Dates settings in the Admin. For example, changing the start date would recalculate the finish date, and vice versa. Having this option ticked would NOT recalculate the dates. This would allow the user to amend either of the dates without recalculating the other.

 

Hide Purchased Items/Hide FI Items

These options simply remove any parts that are marked as mainly purchased or free issue. This is useful when working with large BOMs and where the user is only interested in manufactured parts that require work orders.

 

Shortage Based on Supply and...

This section allows the user to determine what constitutes the demand to be considered. The user has three options:

 

oOverall Demand - Includes all demand (On Order (SO), Req for WO, MSL and potentially forecast requirements if option ticked)

oOverall Demand Excluding MSL - All demand (see above), excluding the part's minimum stock level.

oMinimum Stock Level Only - Only considers part's minimum stock level figure for demand.

 

 

Exclude Active Stock

This option removes any current active stock from the supply calculation. The supply calculation will then be based on outstanding POs and WOs only.

 

Exclude On Hold SO Lines

This option removes any outstanding SO line quantities if the SO line has a status of ON HOLD. This is useful if you only want to consider confirmed sales orders. This option will only be available if the system is configured to NOT exclude these lines by default. If the system is configured to exclude these SO lines in the system options, the option will not be available on the Below MSL screen, as the SO lines will automatically be excluded from the demand calculations.

 

(Options unavailable due to ON HOLD SO lines automatically being excluded due to system options)

 

(Options available as ON HOLD SO lines not automatically excluded by system options)

 

 

Exclude Proforma Unpaid SO from Demand

This option removes any outstanding SO lines quantities if the SO is a proforma order and has not yet been paid. This is useful if you only want to consider confirmed sales orders. Like the Exclude On Hold SO Lines option above, this option will only be available if the system is configured to NOT exclude these lines by default. If the system is configured to exclude these SO lines in the system options, the option will not be available on the Below MSL screen, as the SO lines will automatically be excluded from the demand calculations.

 

(Options unavailable due to Unpaid Proforma SO lines automatically being excluded due to system options)

 

(Options available as Unpaid Proforma SO lines not automatically excluded by system options)

 

 

Include FI Receipts/Reqs

This option removes all free issue (FI) receipts and requirements from the supply and demand calculations. This is useful if the user only wants to consider requirements which are not being fulfilled by a third party.

 

Include Forecast WO/Req

This option allows the user to include forecast WOs in the supply and demand calculations. This option is only available if the Forecast functionality is activated.

 

 

NOTE: Any changes to the filters, options or BOM levels to be displayed require the user to click the REFRESH option to update the screen accordingly.

 

 

Looking at an example, the following shows how these options influence the calculations.

 

 

Supply And Overall Demand Example (Including available stock)

 

The MOQ (WO) value is the minimum order quantity for the part. This value is displayed for the top level part as well as any lower level manufactured parts. Purchased parts would not normally have a MOQ (WO) value recorded so typically show zero.

The SUPPLY figure shown for the top level item is calculated based on current available inventory (active and in quarantine) and existing work orders and purchase orders already on the system. The same calculation is used for any lower level manufactured items. The SUPPLY figure can be confirmed looking at the part’s stock status screen as shown below.

 

SUPPLY = ACTIVE + QUARANTINE + ON ORDER (WO) + ON ORDER (PO) = 90 + 0 + 2 + 0 = 92

 

 

 

The SUPPLY figure for any PURCHASED component parts is calculated based on outstanding purchase orders and any available inventory currently in Progress. Again this can be confirmed looking at the component part’s stock status screen.

 

SUPPLY = ACTIVE + QUARANTINE + ON ORDER (PO) = 14 + 0 + 0 = 14

 

 

 

The MIN STOCK LEVEL (MSL) value is the minimum stock level recorded against the part record.

 

 

The DEMAND value is calculated based on the current requirements for the part. This is calculated based on the MSL value of the part, any requirements from existing work orders or sales orders. For the top level part in this example, the DEMAND is calculated as follows.

 

DEMAND = MSL + REQUIRED FOR WO + ON ORDER (SO) = 100 + 1 + 1 = 102

 

The same calculation is used for any lower level manufactured components and components marked as PURCHASED.

The SHORTAGE value shown is calculated as the difference between the DEMAND and the SUPPLY. This is the same calculation for all parts listed. For our top level part example, the calculation is as follows.

 

SHORTAGE = SUPPLY – DEMAND = 92 – 102 = 10

 

Shortages shown as negative numbers, like the component parts in this example, indicate that sufficient stock is available. Shortages shown as positive number are where there are shortages.

 

 

The BOM QTY value shown is the quantity required in the manufacture of the top-level part. This value is the value recorded against the top level part’s BOM and only shows for lower level items, both manufactured and purchased.

 

The SUGGESTED QTY shown is calculated based on the shortage value and the MOQ (WO) value. In the example shown here, the total shortage is 10. As the MOQ (WO) value is 1, the system suggests raising a work order for the total shortage quantity of 10.

 

 

If the MOQ (WO) quantity is set to 100, then the SUGGESTED QTY is 100 as shown below.

 

 

The suggested quantity will be the total shortage quantity, unless it's less than the MOQ (WO) in which case the suggested quantity will be the MOQ (WO).

 

Supply And Overall Demand Example (Excluding available stock)

 

The SUPPLY figure shown for the top level item is calculated based only on existing work orders and purchase orders already on the system. The same calculation is used for any lower level manufactured items. The SUPPLY figure can be confirmed looking at the part’s stock status screen as shown below.

 

SUPPLY = ON ORDER (WO) + ON ORDER (PO) = 2 + 0 = 2

 

 

 

The SUPPLY figure for any PURCHASED component parts is calculated based only on outstanding purchase orders currently in Progress. Again this can be confirmed looking at the component part’s stock status screen.

 

SUPPLY = ON ORDER (PO) = 0

 

 

 

As before, the MIN STOCK LEVEL (MSL) value is the minimum stock level recorded against the part record.

 

 

The DEMAND value is still calculated based on the current requirements for the part. This is calculated based on the MSL value of the part, any requirements from existing work orders or sales orders. For the top level part in this example, the DEMAND is calculated as follows.

 

DEMAND = MSL + REQUIRED FOR WO + ON ORDER (SO) = 100 + 1 + 1 = 102

 

The same calculation is used for any lower level manufactured components and components marked as PURCHASED.

The SHORTAGE value shown is calculated as the difference between the DEMAND and the SUPPLY. This is the same calculation for all parts listed. For our top level part example, the calculation is as follows.

 

SHORTAGE = SUPPLY – DEMAND = 2 – 102 = -100

 

As before, the parts shown with positive shortages are those which have insufficient stock.

 

 

The SUGGESTED QTY shown is calculated based on the shortage value and the MOQ (WO) value. In the example shown here, the total shortage is 100. As the MOQ (WO) value is 1, the system suggests raising a work order for the total shortage quantity of 100.

 

Supply And Min. Stock Level Only Example (Including available stock)

 

The SUPPLY figure shown for the top level item is calculated based on current available inventory (active and in quarantine) and existing work orders and purchase orders already on the system. The same calculation is used for any lower level manufactured items. The SUPPLY figure can be confirmed looking at the part’s stock status screen as shown below.

 

SUPPLY = ACTIVE + QUARANTINE + ON ORDER (WO) + ON ORDER (PO) = 90 + 0 + 2 + 0 = 92

 

 

 

 

The SUPPLY figure for any PURCHASED component parts is calculated based on outstanding purchase orders and any available inventory currently in Progress. Again this can be confirmed looking at the component part’s stock status screen.

 

 

SUPPLY = ACTIVE + QUARANTINE + ON ORDER (PO) = 14 + 0 + 0 = 14

 

 

 

As before, the MIN STOCK LEVEL (MSL) value is the minimum stock level recorded against the part record.

 

 

The DEMAND value is calculated based on the current requirements for the part. For this option, this is calculated based on the MSL value of the part. For the top level part in this example, the DEMAND is therefore calculated as follows.

 

DEMAND = MSL + REQUIRED FOR WO + ON ORDER (SO) = 100 + 1 + 1 = 102

 

 

 

The same calculation is used for any lower level manufactured components and components marked as PURCHASED.

 

The SHORTAGE value shown is calculated as the difference between the SUPPLY and the MSL value. This is the same calculation for all parts listed. For our top level part example, the calculation is as follows.

 

SHORTAGE = SUPPLY – DEMAND = 92 – 100 = -8

 

As before, the parts shown with positive shortages are those which have insufficient stock.

 

 

The SUGGESTED QTY shown is calculated based on the shortage value and the MOQ (WO) value. In the example shown here, the total shortage is 8. As the MOQ (WO) value is 1, the system suggests raising a work order for the total shortage quantity of 8. If the MOQ (WO) was 10, then the system would suggest raising a WO for a quantity of 10 as shown below.

 

 

 

SUPPLY AND MIN. STOCK LEVEL ONLY EXAMPLE (Excluding available stock)

 

The SUPPLY figure shown for the top level item is calculated based on existing work orders and purchase orders already on the system. The same calculation is used for any lower level manufactured items. The SUPPLY figure can be confirmed looking at the part’s stock status screen as shown below.

 

SUPPLY = ON ORDER (WO) + ON ORDER (PO) = 2 + 0 = 2

 

 

 

 

The SUPPLY figure for any PURCHASED component parts is calculated based on outstanding purchase orders currently in Progress. Again this can be confirmed looking at the component part’s stock status screen.

 

SUPPLY = ON ORDER (PO) = 0

 

 

 

 

As before, the MIN STOCK LEVEL (MSL) value is the minimum stock level recorded against the part record.

 

 

The DEMAND value is calculated based on the current requirements for the part. For this option, this is calculated based on the MSL value of the part. For the top level part in this example, the DEMAND is therefore calculated as follows.

 

DEMAND = MSL + REQUIRED FOR WO + ON ORDER (SO) = 100 + 1 + 1 = 102

 

 

 

 

The same calculation is used for any lower level manufactured components and components marked as PURCHASED.

 

The SHORTAGE value shown is calculated as the difference between the SUPPLY and the MSL value. This is the same calculation for all parts listed. For our top level part example, the calculation is as follows.

 

SHORTAGE = SUPPLY – DEMAND = 2 – 100 = -98

 

 

 

 

As before, the parts shown with positive shortages are those which have insufficient stock.

 

 

The SUGGESTED QTY shown is calculated based on the shortage value and the MOQ (WO) value. In the example shown here, the total shortage is 98. As the MOQ (WO) value is 1, the system suggests raising a work order for the total shortage quantity of 98. If the MOQ (WO) was 100, then the system would suggest raising a WO for a quantity of 100 as shown below.

 

 

 

The user can further enquire into the inventory status of any component or sub-assembly by clicking on the LINE DETAILS option at the bottom of the screen. This presents the user with a more detailed view of the part in question as shown below, as well as the calculated shortage and suggested quantities.

 

 

When viewed for a purchased part, the screen shows a more detailed view of the stock status information for the selected component, much like can be seen on the parts Stock Status screen. The bottom half of the screen is locked down as this is only for use with non-purchased parts. An example for a purchased part is shown below.

 

 

For a manufactured part, a more detailed look at the stock status of the selected part can be seen at the top half of the screen. The bottom half of the screen allows the user to specify details to be used in creating the required work orders.

 

 

The user can specify the required work order quantity as well as a batch quantity if required. This would create multiple work orders, each for the specified batch quantity, to the total quantity required.

 

 

For single sub-assembly work orders, the user only need add the WO QTY REQ’D value.

 

 

The user can then specify the rest of the details, including dates, using the fields displayed. If the user wanted to create the work order quantity of 10 units in batches of 2 units, the user could set up the details as follows.

 

 

As can be seen, the option to choose START and FINISH dates are now locked. The user can now use the DATES option to specify the dates for each individual batch.

 

 

Clicking on the DATES option presents the user with the following window.

 

 

Both dates will default to the current date. The user can change the dates using the drop-down calendar for each item (work order) listed.

 

 

Once all the dates have been amended accordingly, the user can click ACCEPT to save the dates and return to the work order details screen. Once all the details have been entered, clicking ACCEPT will return the user to the Below MSL screen, where any details selected will now be shown.

Alternatively, the user can have Progress plus generate work ordered based on a “suggested quantity”. Based on the method of calculation chosen by the user initially, this quantity is calculated and shown in the main grid.

 

 

If the user wishes to proceed with the suggested quantity, the user can click the FILL ‘RAISE WO QTY WITH SUGGESTED QTY option.

 

 

This will populate the RAISE WO QTY field with the suggested quantity calculated by Progress. The user will be prompted to confirm that they wish to proceed.

 

 

Once confirmed, the screen will be updated to show the suggested quantity in the RAISE WO QTY field.

 

 

Once the user has entered the work order quantities required, they can choose whether they wish the paperwork associated with the new work orders printed upon creation. This can be specified using the printing options at the top right of the screen.

 

 

Selecting the Job Card(s) option will automatically generate and print the job card documentation for the new work orders. Selecting the WO Requirements option will generate the WO Requirements By WO report for the new work order. This will highlight any outstanding requirements for the work order as well as show a summary of the component stock status.

Once the work order quantities have been decided and the printing requirements selected, the user can generate any work orders by clicking the ACCEPT option. The system will create the specified work orders and then produce the selected paperwork. Once the user has finished generating the required work orders, they can return to the main work order screen by clicking the CLOSE option.

 

 

WO Overview

This option presents the user with an overview of the active work orders. The user can select a range of work orders and see all the associated information in one place, as well as allow them to add notes quickly to any associated item. Details of the WO BOM, routing, material issues, labour bookings and non-conformances are also visible when a WO is highlighted.

When the user selects this option, they will be presented with the following screen.

 

 

The grid filters at the top of the screen allow the user to filter for the work orders they wish to view, including by any work order user-defined fields (UDFs) set up against the work orders.. By default, the screen will display any WOs with a status less than "complete", however, the user can use the filters to search as required.

 

Once the relevant filters have been applied, the user can click the REFRESH option to display the work order information.

The first section of this screen shows the work order details.

The grid also has summary totals for WO QTY and TIME O/S columns, which can be viewed at the bottom of the list.

 

                       

 

(Summary totals for WO quantity and time outstanding)

 

Not only does this section allow the user to see all the relevant details for each work order, but also allows them to access the WO notes sections directly using the option at the start of each line. Clicking this option presents the user with the Notes Editor window, which allows them to add comments/notes in relation to the selected work order.

 

 

Once any notes have been added, the user can click ACCEPT to save the details. CLOSE will return them to the main Overview screen.

 

The bottom section of the Overview screen shows the associated BOM, routing, purchase orders, issues, bookings and non-conformances for the selected work order in the first section. To flip between each of these sections the user simply clicks on the relevant tab.

 

 

Again, like the first section, the user can click on the notes option , to access the Notes Editor window and add notes to any items as required. This will present the user with the relevant notes sections for the selected item. The examples below show some examples of the different items that can be added to via the Notes Editor.

 

 

 

(WO BOM Notes Editor)

 

(WO Routing Notes Editor)

(Purchase Order Notes Editor - header and line notes)

 

(Non-Conformance Notes Editor)

Selecting the BOM tab allows the user to see the WO's BOM. This allows the user to see what was required, issued, any PO quantities as well as the current active stock of the part. The colour coding shows the current issue status of the BOM part, as per the WO BOM screen legend.

 

Selecting the Routing tab allows the user to see the associated routing information for the work order selected. This will include both internal and external (i.e. sub-contract) operations and their current status as per the WO routing legend.

 

Selecting the Purchase Orders tab allows the user to see the associated purchase order information for the work order selected in the top section of the screen. This will display any details of the purchase orders that are directly linked to the work order selected in the top section of the screen. The colour coding indicates the status of the PO line as per the main PO status legend.

 

 

 

Selecting the Issues tab will display any material issues that have been made to the work order selected in the top section. This includes all batch and supplier information where applicable, as well as the issue date.

 

Selecting the Bookings tab will display any information for labour bookings against the work order selected in the top section of the screen.

Selecting the Non-Conformances tab will display the details of any non-conformances that have been raised against the work order selected in the top section of the screen.

 

 

The user also has the ability to export the Overview details to Excel for further analysis if desired. The MENU option at the bottom of the screen allows the user to export the full list of WOs (i.e. all WO details from top-grid) or all the details of the selected WO (i.e. top and bottom grid of selected WO).

 

 

Both of these options will create a spreadsheet with the relevant details, based on the option selected. Selecting the first option will create a spreadsheet with the details of all WOs listed in the top-grid.

 

(Export of WO details - top grid)

 

Selecting the second option will create a spreadsheet of the selected WO's details, with additional tabs for the different items shown in the bottom-grid.

 

(Tabs showing different associated details of the selected WO)

 

 

(WO details)

 

(WO BOM details)

 

(WO routing details)

 

(WO PO details)

 

(WO issue details)

 

(WO bookings details)

 

(WO non-conformance details)

 

 

 

 

Linked POs

This option allows you to see the various dates associated with open WOs not yet fully received, and update the EARLIEST START DATE of the WO based on the dates on any linked POs.

 

 

The user can use the filter options at the top of the screen to identify the work orders they are after. Here, the user can also set tolerances in relation to the number of days early and/or late, as well as select the PO and WO dates to be used for comparison. The user can also filter by WO start or finish date.

 

 

Once any filters have been applied, or if the user simply wants to see all work orders, they can click REFRESH to populate the screen.

 

 

The top-half of the screen lists all WOs which are not yet fully received and shows the latest PO date associated with the selected WO. The user can include subcon POs in the list of POs shown by ticking the relevant option.

 

 

The screen also highlights a summary total for POs arriving late and early,  with the associated POs being colour coded in the bottom grid to also highlight their status, along with whether the item is required to start the WO based on the WO BOM settings for the parts.

 

(POs arriving early are shown in green)

 

(POs arriving on time are shown in black)

 

(POs arriving late are shown in red)

 

 

The screen also provides direct access to notes fields associated with the WOs and POs as highlighted below.

 

 

Clicking on these options will present the user with the associated notes fields for review/completion.

 

(WO notes option)

 

(PO notes option)

 

When the user refreshes the details on the screen, the system suggests the Earliest Start Date for the WO based on the dates. Clicking ACCEPT will update the WOs with the suggested Earliest Start Date. The Earliest Start Date is then used by the Shop Floor Loading (SFL) section of Progress to ensure the WOs are scheduled accordingly. Changes to the PO dates can also be made on this screen with the user updating the PO using the SAVE PO DATES option.

 

 

 

WO Dates

This option allows the user to view and amend the dates of a WO, updating the selected WO dates as well as the dates of any associated work orders (sub-assys) and purchase orders relating to the purchase of material for the job. To use this option, the user simply highlights the work order in question and clicks on the WO DATES option. This will open a screen similar to that shown below, showing a list of all the work orders associated with the selected work order and also a list of associated purchase orders (under the PO tab).

 

 

 

 

The screen shows the current work order dates at the top and provides a field to allow the user to select the new date required. Clicking the APPLY DATES option will update the work order(s) listed below.

 

 

The PO tab will be updated to highlight any existing purchase orders which may now be affected by the date change by highlighting their dates in red to draw the users attention to the purchase orders which will be due to arrive AFTER the associated WO has started. If the associated purchase order dates need to be amended, the user can drill into them using the option against the PO number to allow any changes to be applied.

 

Any existing PO which is now due early as a result of the date changes to the WO will be highlighted in green, based on the specified number of days in the option at the foot of the window.

 

 

 

 

If the existing POs are going to arrive late compared to the start of the WO, then the PO dates will be highlighted in red.

 

 

 

 

Print

This option allows the user to print work order documentation directly from the main WO grid. The user can select the required work order and click the PRINT option. This presents the same print window as used within the individual work order screen.

 

 

The user has the option of printing any of the work order’s associated documents from this screen along with the required work order documents. The grid at the top of the screen shows all the associated documents, their relationship with the work order and the file path. The option under the grid allows the user to choose whether these documents are printed.

 

 

If the user ticks this option and clicks the PRINT option at the bottom of the print options screen, each of the associated documents will be printed.

If the user only wants to print the work order documents, they can select the required document(s) from the options at the bottom of this screen.

 

 

The Job Card is the most comprehensive work order document as this typically contains the work order, sales order, material and operation details for the current work order. The Material List document typically focuses on the material requirements for the job, while the Operations List focuses on the routing operations to be carried out for the work order.

The user can tick the box next to the documents they wish to print, be it one or all three. The PREVIEW options to the right of each work order document allows the user to view the document on screen as opposed to printing a hard copy. Ticking the PRINT ALL option automatically ticks all of the document options, including the associated documents. This is just a quick way to select all documents. Once the user has selected the required documents, they can click the PRINT option to print hard copies. The CLEAR option will remove all selections already made and allow the user to reselect as required. The user can return to the main work order screen at any time by clicking the CLOSE option.

 

 

 

 

Print Range

This option allows the user to print the work order documentation for a range of work orders. The user can specify the work orders required using the grid filters on the main work order screen, for example, by date or master work order number. Once the user has the required work orders showing on the screen, they can click the PRINT RANGE option to generate the documents.

Firstly, the user is prompted to confirm that they wish to print the documents for the selected range.

 

 

If the user clicks NO, the user is returned to the main work order screen with no documents printed. If the user clicks the YES option, the user is then prompted to confirm which documents they wish to print. The prompts are as follows.

 

 

 

 

Once the user has responded to each of the prompts, Progress sends the requested documentation directly to the printer. If the system is configured to prompt user before updating printed status, the user will be asked to confirm.

 

 

Selecting YES will update the PRINTED status of all the work orders in the range selected to 'Yes'. Selecting NO will leave the work orders PRINTED status as 'No'.

 

 

 

Labels

This option allows the user to generate work order labels for the work orders currently displayed on the main work order grid. Clicking this option presents the user with the following screen.

 

 

The user is presented with a list of work orders based on the orders listed on the main work order screen.  If the user has filtered the main work order screen to view specific orders, clicking the LABELS option will present the same list in the labels screen as is shown below.

 

 

 

The label screen displays some basic information regarding each work order and allows the user to specify the quantity to be printed on each label as well as the number of labels to be printed. These fields are highlighted in yellow. The user can manually enter these values as required of they can user the DEFAULT QTYS option. Clicking this option will default the label quantity to the work order quantity and the number of labels to 1.

 

 

If the user wishes to produce more labels, they can amend the details as required. For example, if they are receiving the 50 units from the first work order shown above in boxes of 10 units, they may wish to print 5 labels of 10 units. To do this, the user simply has to change the details as follows.

 

Once the user has entered the required label quantities, they can print the labels by clicking the PRINT LABELS option. This will automatically print the labels off on the specified printer. If the user wishes to remove the specified quantities, they can either manually replace with zero, or can click the CLEAR ALL option to remove all label quantities displayed on the screen. The user will be prompted to confirm this

 

 

Clicking YES will return the label screen to its initial state without quantities.

 

 

If the user has specified label quantities for a range of work orders in preparation for printing the labels, they can save the entered quantities by clicking on the SAVE option. This will record the details entered allowing the user to return to the label screen at a later date without having to re-enter all the label quantities again.

Once the user has printed the required labels or has saved the label quantity details as required, they can return to the main work order screen by clicking on the CLOSE option.

 

 

Overview

This option present the user with an overview of the selected work orders. The user can select a range of work orders and see all the associated information in one place as well as allow them to add notes quickly to the WOs and/or POs and also see the details of associated WO's BOM, routing, associated purchase orders and any issues or booking that have been made to the works orders.

When the user clicks this option, they will be presented with the following screen.

 

 

The grid filters at the top of the screen allow the user to filter for the works orders they wish to view.

 

 

Once the relevant filters have been applied, the user can click the REFRESH option to display the works order information.

 

 

The upper section of this screen shows the works order details.

 

 

This allows the user to see all the relevant details for each works order but also allows them to access the NOTES section using the option at the start of each line. Clicking this option presents the user with the Notes Editor window, which allows them to add comments/notes in relation to the selected works order.

 

The bottom section of the Overview window allows the user to see the BOM, routing, associated purchase orders and any bookings and issues that are linked to the selected works order. for the selected work order in the middle section. Clicking on the relevant tab will display the associated info. Examples of these are shown below.

 

 

 

 

 

 

 

Again, like the previous sections, the user can click on the Notes option, , to access the Notes Editor window to add notes to the any of the items listed as required. The screen below shows some examples of the notes sections available.

 

 

(BOM item notes)

 

 

 

(Routing Operation notes)

 

 

 

(PO and PO Line notes)

 

 

 

(Issue note)

 

 

 

(Booking/Timesheet note)

 

 

 

 

SFDC (Shop Floor Data Capture)

This option allows the user to start up the SFDC modules. There are Labour ("SFDC") and Material ("SFDC Material) modules which are additional modules for the system, and can be purchased for Progress. When the user clicks on the SFDC icon they will be presented with the following options.

 

 

The Labour ("SFDC") module allows employees to record labour times against work order operations, as well as record time and attendance information if the module is used in conjunction with the additional Time & Attendance module of Progress.

 

 

The SFDC Material module will allow the user to do a variety of things such as batch adjustments, issuing to work orders, production returns, stock look ups, work order receipts and some other options. The user will be presented with the following screen.

 

 

 

For more information on the user of the SFDC modules, please refer to the SFDC section of the manual.

 

In addition to allowing the user to directly access the SFDC module, the user also has an option to view the SFDC STATUS screen. This is available from the drop-down list attached to the SFDC option. More information on this can be found in the next section.

 

 

 

 

SFDC Status

Clicking on the SFDC STATUS option presents the user with the following screen.

 

 

The SFDC Status screen shows a variety of information in relation to employees, their clocking information, job information, break information and the individual transactions recorded on the system and allows the user to see whats going on real-time.

 

 

Time & Attendance

This section shows the clocking times for each employee. The shift times for the current date and the actual clocking in times are both shown.  This gives the user the ability to quickly see who’s clocked into the system and the time they clocked in at.

 

 

The user can refresh the screen to display the latest information using the REFRESH option at the bottom of the screen. The CLOSE option will close the SFDC Status screen and return the user to the main work order screen.

 

Job Information

This section shows the current jobs being worked on by the employees.

 

 

This screen provides the details of when the employee started the job as well as some other associated job information. The user can refresh the screen to display the latest information using the REFRESH option at the bottom of the screen. The CLOSE option will close the SFDC Status screen and return the user to the main work order screen.

 

 

 

On Break

This screen shows all employees who are currently on a break as well as when their break is due to finish.

 

 

If the employee has went onto a break manually, no Break Finish time will be present. If the employee has went onto a break automatically due to a predefined break set up against their shift, the time they are due off break is shown.

The user can refresh the screen to display the latest information using the REFRESH option at the bottom of the screen. The CLOSE option will close the SFDC Status screen and return the user to the main work order screen.

 

Transactions

This screen shows all the SFDC transactions made by all employees as well as system messages relating to SFDC.

 

 

The user can use the grid filters at the top of the screen to filter the transactions by date and also has an option to select whether error transactions are visible. This option is useful for determining if there are any issues with SFDC, auto-breaks or why employees are not clocked in to the system as expected. The number of day’s history held by the SFDC module is specified in the SFDC system options.

 

 

For more information on the SFDC system options, please refer to the System Administrator Functions section of the manual.

The user can refresh the screen to display the latest information using the REFRESH option at the bottom of the screen. The CLOSE option will close the SFDC Status screen and return the user to the main work order screen.

 

 

 

 

Fire List

The user has an option on this screen to generate a Fire List report. This report provides a complete list of all employees currently clocked into the system. In the event of an emergency, the user can generate a full list of employees expected to be present in the building and ensure everyone can be accounted for.

 

 

The fire list document can also be set up to be sent to a specific printer just like any of the other layouts in Progress. This can be set up in the Admin settings under the printing options.

 

 

 

 

Status Report

The user has an option on this screen to generate a SFDC Status report. This report provides a complete list of all employees currently clocked into the system, the jobs they are working on and the times spend on the jobs so far. This report summarises the information shown on the SFDC Status screens.

 

 

 

 

 

 

Export

The Export option allows the user to export the current list of work orders to an Excel spreadsheet for further analysis. This option can be used in conjunction with the filters available at the top of the screen or can be used with the full list of work orders if required. Clicking the Export option will prompt the user to create an Excel file.

 

 

The user can specify the name required and where the exported file is saved. Clicking SAVE will generate the file.  Once saved, the spreadsheet will be automatically opened for the user to view, an example of which is shown below.

 

 

 

 

Export - WO Planned Dates

This option allows the user to export out the planned work order dates from the system. These can be amended in the spreadsheet and re-imported to update the work orders and their operations accordingly.

 

 

NOTE: This option is only available if the system option has been enabled. The system option can be found in the Work Orders section of the system options (Admin > Options > Work Orders).

 

 

As per the standard export process, this option will create a spreadsheet of information based on the work orders list on the main screen. The user can apply any filters they wish to identify the work orders they need to export. Once the work orders have been selected, clicking the Planned Dates export option will prompt the user to save a spreadsheet with the details.

 

 

Once saved, the spreadsheet should appear (example below).

 

 

NOTE: The highlighted columns are the main pieces of information on this spreadsheet. Part No, Description, Status, etc. are all included just for reference and cannot be amended and re-imported to update the system.

 

Once the user has amended the Planned Start Date and/or Planned Finish Date of any work orders in the spreadsheet, they can import the new details to Progress to update the planned work order dates and the associated operation dates. The highlighted work order below has had its dates amended

 

 

The option to import the new details can be found in the Tools menu (Tools > Import/Export Data > Import).

 

 

Clicking the IMPORT option when selected will prompt the user for the import file.

 

 

The user can select the file and click OPEN to start the import. Upon completion of the import, the system will present the user with a report on the import's success.

 

 

If the work order planned dates and the associated operation dates are successfully updated, the report will show this as:

 

WO No xxxx – Start/Finished Dates AND Operation Dates UPDATED successfully (row xxx)

 

If the work order status is COMPLETED or CANCELLED, neither the work order nor the operation dates will be updated. This will be shown on the report as:

 

WO No xxxx – Status is Completed/Cancelled – NO CHANGES MADE (row xxx)

 

If the work order is currently loaded into the shop floor loading schedule, only the work order planned dates will be update. Operation dates will not be updated. This will be shown on the report as:

 

WO No xxxx – Start/Finish Dates UPDATED, but WO is Scheduled, so operation dates NOT updated (row xxx)

 

 

Once the import is done, the updated work orders and operations should reflect the new dates. Looking at the example from above, you can see the new planned dates and operation dates.

 

 

 

 

The work order's operation dates will be updated based on the system configuration. These options can be found in the Inventory system options.

 

 

This will work in two ways:

 

•If the system is configured to use the individual work centre lead times (i.e. option ticked), the system will calculate the operation dates based on either the planned start date of the work order, working forwards, or based on the planned finish date of the work order and work backwards (based on the method selected in the system options above).

 

 

(Using work centre lead times)

 

•If the system is not configured to use the individual work centre lead times (i.e. option unticked), the system sets the operation dates to match the work order dates

 

 

(Not using work centre lead times)

 

 

 

 

 

New Work Orders

This option allows the user to manually create work orders. Clicking this option presents the user with the following screen.

 

 

The user can create a work order by completing the information required on these screens. The following sections detail the different subsections of the work order screen.

 

WO Details

This is the main section of the work order screen and is the default view for the work order when opened. Fields that can be edited by the user are shown as white. All non-white fields are calculated or automatically populated by the system.

 

 

The system generates a work order number upon creation of the works order and allocates the next number in the work order number sequence. The fields shown are as follows:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For more information on maintaining lists and the List Maintenance section of Progress, please refer to the List Maintenance section of this manual.

 

 

 

 

For more information on maintaining lists and the List Maintenance section of Progress, please refer to the List Maintenance section of this manual.

 

 

 

 

 

 

For more information on maintaining lists and the List Maintenance section of Progress, please refer to the List Maintenance section of this manual.

 

 

 

 

 

 

 

 

For more information on projects, please refer to the Maintenance > Projects section of the manual.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WO BOM

This section of the work order shows the BOM set up against the work order. This will default to the current BOM selected against the master part number. The name and revision of the BOM is shown at the bottom of the screen, along with the planned and actual material costs. The planned material cost is the total of all the total costs of each component part listed in the BOM. The actual cost shown is the total cost of material issued to the work order based on the individual GRN costs associated with the batches issued to the work order.

 

 

 

The top half of the screen displays a list of all the component parts required for this work order.

 

 

The information shown is as follows. Most of this information will default based on the master part's default BOM, although the user can amend these on the individual work order to allow for exceptions.

 

 

 

 

 

 

 

 

Surplus(+)/Shortage(-) Current snapshot of component part's stock status. Colour coding indicates whether there is a current surplus (green) or shortage (red) of the part.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

BOM Maintenance

The user has a few options available here in relation to the work order BOM. These options are as follows.

 

Get Latest

 

       

 

This option updates the work order BOM with the latest BOM from the work order part. The existing work order BOM will be overwritten with the current BOM against the part.

 

 

 

Use Alternate

 

 

This option allows the user to select an alternative BOM from those set up against the work order part. When the user selects this option, they are prompted to select an alternative BOM to use.

 

 

The user can then select an alternative BOM from the drop down list.

 

 

Once the alternative BOM has been selected, the user can update the work order BOM to the selected alternative by clicking the ACCEPT option. The work order BOM will be updated accordingly.

 

 

Apply To Part

 

 

This option allows the user to update the work order part’s inventory record with the WO BOM. When this option is clicked, the user is prompted to choose between creating a new BOM against the part or to update an existing BOM. They can also specify whether the new or updated BOM is used as the default BOM.

 

 

Once the user has selected the BOM to update or entered the new BOM name, the user can click ACCEPT to save the BOM as required.

 

 

 

In addition to the above options, the user has options to amend the details of the work order BOM items themselves. These options only allow changes to the current BOM items and do not impact any BOM details recorded against the part itself. The options available are as follows.

 

Add Item

 

 

This option allows the user to add parts to the work order BOM. This option can be used if there are custom or additional components that need to be used on the job. Clicking this option presents the user with the following screen.

 

 

The user can complete this screen to add the required part number to the existing BOM. The information required is as follows.

 

 

 

 

The user can create a new part number if required by selecting the NEW option. If the part already exists, the user can search and select the part required by clicking the SELECT option. This will return the part to the Add BOM Item screen.

 

 

 

 

 

 

 

 

 

 

 

 

 

The user can enter manual notes or select a pre-defined note from the Notes Library using the LIBRARY option to the right of the field. For more information on the Notes Library, please refer to the Maintenance section of the manual.

 

Once all the details have been entered, the user can click on the ACCEPT option to return to the work order BOM screen with the new part added. Clicking the CLOSE option would return the user to the BOM screen without the additional part being added.

 

 

Edit Item

 

 

This option allows the user to edit existing component parts on the work order BOM. This option can be used if there are custom changes that need to be made for the job. To edit an existing component part, the user simply has to highlight the part on the BOM grid and then click the EDIT ITEM option. The user will be presented with the following screen.

 

 

The user is presented with the current BOM details for the selected component part. The user can now edit the details as required. The LATEST COSTS option allows the user to update the Single Component Cost and Extended Cost fields based on the selected part’s current costs. Clicking this option automatically updates the BOM details based on the latest costs.

Once the user has made the required changes, they can click the ACCEPT option to save the changes and return to the work order BOM screen.

 

 

 

Remove Item  

 

 

This option allows the user to remove component parts from the work order BOM. This option can be used if custom changes need to be made to the BOM for the job. Clicking this option will remove the selected part from the work order BOM.

Component parts which have had material issued against them to the work order cannot be removed. If the user tries to remove such an item, they will be notified by the following message.

 

 

 

 

 

WO Routing

This section shows the work order operations set up against the work order. The operations list will default to the current routing list set against the work order part number when the work order is created.

 

 

The planned operations list is shown in the grid at the top of the screen. This grid provides the user with the following information.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The user is also presented with a summary of the work order’s planned and actual operations costs so far. This is shown at the bottom right of the screen.

 

 

The planned values shown in the above fields are calculated based on the operation times and charge out rates of the work centres in the work order routing list. Once the employees start to record times against timesheets, the actual values are updated to reflect the actual time spent on the job with the actual costs being based on the booked times and the charge out rates of the work centres the time has been recorded against.

 

 

The user has a few options available here in relation to the work order routing. These options are as follows.

 

 

Get Latest

 

       

 

This option updates the work order routing with the latest routing from the work order part. The existing work order routing will be overwritten with the current routing against the part.

 

 

Use Alternate

 

 

This option allows the user to select an alternative routing from those set up against the work order part. When the user selects this option, they are prompted to select an alternative routing to use.

 

 

The user can then select an alternative routing from the drop down list.

 

 

Once the alternative routing has been selected, the user can update the work order routing to the selected alternative by clicking the ACCEPT option. The work order routing will be updated accordingly.

 

 

 

Apply To Part

 

 

This option allows the user to update the work order part’s inventory record with the WO routing. When this option is clicked, the user is prompted to choose between creating a new routing against the part or to update an existing routing. They can also specify whether the new or updated routing is used as the default.

 

 

 

The user can select whether they apply the ACTUAL or PLANNED times from the WO routing operation back to the selected routing of the part. Selecting either of these options updates the new times shown in the grid above accordingly. The user will be informed of the change via on screen message before the grid is updated.

 

 

 

Once the user has selected the times to be used, the user can click ACCEPT to save the routing to the part as required.

 

 

 

In addition to the above options, the user has options to amend the details of the work order routing items themselves. These options only allow changes to the current routing operations and does not impact any routing details recorded against the part itself. The options available are as follows.

 

 

Add Op

 

 

This option allows the user to add operations to the work order routing. This option can be used if there are custom or additional operations that need to be used on this specific job. Clicking this option presents the user with the following screen.

 

Operation Details

 

 

The user can then proceed to complete the information regarding the operation on this screen.

 

 

Adding New Internal Operations to a Routing

If the user wishes to add an internal operation to a routing, they can specify the details of the operation here.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tooling Required

This section lists all tooling required for the operation. These will default based on the tooling set up on the part's routing operation, but can be amended on the individual WO operation where required, simply by amending the tooling via the drop-down list.

 

 

 

 

Once any changes are made, the user can click ACCEPT to save.

 

The user can also add tooling to the operation via the MENU > TOOL SEARCH option. This will present the user with a list of all tooling, allowing them to select multiple tooling to be added to the routing operation.

 

 

 

The user can tick all the tooling items required, before clicking ACCEPT to add them to the current routing operation.

 

The user also has an option to update the master part number with the current routing operations tooling. This can be done via the MENU > APPLY TOOLING TO PART option.

 

 

Selecting this option will prompt the user to confirm the update before updating the routing operation on the master part routing operation.

 

 

 

The user also has an option to update the current work order routing operation with the latest tooling details from the master part routing operation. This is useful if the master part has been updated after the work order was created. Selecting this option will update the current operation with the tooling information from the master part routing operation details.

 

 

 

 

 

 

Skills Required

This section lists all required employee skills for the operation. These will default based on the skills set up on the part's routing operation, but can be amended on the individual WO operation where required, simply by selecting the additional skills via the drop-down list or via the MENU > SELECT SKILLS option.

 

 

 

 

The user can also select multiple skills to be edited using the MENU > SELECT SKILLS option.

 

 

This presents the user with a list of all skills and allows them to be added/removed individually or as multiples, using the single and double arrows respectively.

 

 

 

Once selected, the user can click ACCEPT to add the selected skills to the routing operation.

 

 

Once all skills have been added, clicking ACCEPT will save the skills. These skills will then become a default requirement of the employee to ensure only the correct employees carry out the operation on this specific work order..

 

The user also has options to update both the master part record and the master work centre record with skills set in the work order routing operation. These options are available via the MENU option at the bottom of the screen.

 

 

Selecting either the APPLY TO PART or APPLY TO WORK CENTRE will prompt the user for confirmation before updating the part or work centre as required.

 

(Applying to part)

 

 

(Applying to work centre)

 

Clicking YES on either message will proceed to update the part or work centre respectively.

 

 

The user also has options to update the current work order operation with the latest skills from the master part record or the master work centre record. The options are also available in the MENU option at the bottom of the screen.

 

 

Selecting either the GET LATEST FROM PART or GET LATEST FROM WORK CENTRE will prompt the user for confirmation before updating the current work order operation with the details from the master part or work centre as required.

 

(Getting latest from part)

 

 

(Getting latest from work centre)

 

Clicking YES on either message will proceed to update the skills on the current work order operation from the master part or master work centre record respectively.

 

 

The user can save all changes by clicking ACCEPT.

 

 

 

User Defined Fields

This section lists all the user-defined fields (UDFs) that have been set up against the operation. These will default based on the values recorded against the part routing operation but can be independent to the WO operation if required.

 

 

Once any changes are made, the user can click ACCEPT to save.

 

Documents

This section will list any documents, folders, captured images, etc. for the WO operation. Again, these will default based on the part's routing, but can be amended within the specific WO if required.

 

 

Once any changes are made, the user can click ACCEPT to save.

 

 

 

Adding New Sub-Contract Operations to a Routing

If the user wishes to add a sub-contract operation to a routing, they can add the operation using this same option.

 

 

The user can then proceed to complete the information regarding the external operation on this screen.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Qty/Price Matrix        

This option allows the user to record price breaks against different quantities.

 

 

The user can add the price breaks for this sub-contract operation by clicking on the VIEW MATRIX option. The user will then be presented with the following screen.

 

 

The user may then click onto the Range field (in yellow) and choose either “Over” or “Up To”. A “Qty” and “Price” each may also be entered into the appropriate yellow fields. An example is shown below.

 

e.g. for a Qty (quantity)  “Up To” 10, the Price is £10.00 each,

for a Qty (quantity)  “Up To” 20, the Price is £9.00 each, etc

 

until a maximum quantity is reached e.g. 49. The user may then choose the “Over” option from the Range field i.e. any quantity required greater than 49 would cost £5.50 as shown in the next screen.

 

 

If any price breaks are entered in error, the user can delete them by highlighting the erroneous entry and click the DELETE option. The user will be prompted to confirm the deletion.

 

 

Clicking YES will complete the deletion. Clicking NO will return the user to the Matrix screen.

 

The REFRESH SORT option allows the user to refresh the entries by quantity sequence. This can be used after changes have been made to reorder the information entered.

 

 

Once the user has made the required changes, they can save the changes by clicking on the ACCEPT option. The costing of the sub-contract operation would then use the price matrix details entered for calculating the planned costs associated with the sub-contract operation.

 

 

 

Once all the details have been entered, the user can save the new operation by clicking the ACCEPT option. The user will be returned to the routing screen with the new sub-contract operation now displayed in the operations list.

 

 

 

 

Editing Routing Operations

The user can edit any existing operations, whether internal or sub-contract, by clicking on the EDIT OP option.

 

 

This presents the user with the operation details screen as described above. The user can then make any changes required. Once the changes have been made the user can click the ACCEPT option to save the changes.

 

 

Deleting Routing Operations

The user can remove any existing operations from the routing by highlighting the operation to be removed and clicking on the DELETE OP. This will remove the operation from the routing list.

 

 

Once any changes have been made to the routing screen, the user can click the ACCEPT option to save the changes made.

 

WO Issues

This section of the work order shows the detail of any material or subcontract items that has been issued to the work order as well as a summarised total cost. The screen below shows the material details view of the issues screen.

 

 

The grid shown provides the following information for the user.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The user can view the material issue information using alternative viewpoints which can be selected using the options at the bottom of the screen.

 

       

 

By default, only the material issued to the current WO is displayed, but the user can see all material issues for all WOs that are associated with the same Master WO. This gives quick access and summary costing information across the entire job from this screen.

 

(Default view - Current WO issues)

 

(All material issues associated with Master WO)

 

 

 

While the MATERIAL DETAILS option shows the individual material issues, selecting the MATERIAL SUMMARY option will change the view to the following. This summarises the material issues by part number and totals the cost based on the GRN unit cost.

 

 

 

Selecting the MATERIAL GROUP CODE SUMMARY option will change the view to the following. This summarises the material issues by group code and totals the GRN unit cost for each group code shown..

 

 

Both the individual and Master WO options can be used in conjunction with the material summary options too.

 

Another cost breakdown of the materials issued is shown at the bottom of the screen. This breaks down the cost of component materials and the value of subcontract operations also issued against the work order as well as a combined total. There is also a breakdown of the cost of unplanned materials that have been issued to the job.

 

 

 

 

WO Bookings

This section of the work order lists all the labour booking recorded against the work order.

 

 

 

If the WO is currently jobbed onto by an employee, the BOOKING tab will show a green indicator to highlight this as shown below.

 

 

The grid shown provides the following information for the user.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The information shown in the grid can also be viewed by employee or operation using the options at the bottom of the screen, as well as viewing all labour bookings for the Master WO.

 

       

 

Just like the work order's Issues tab, the user can view either just the labour bookings associated with the current WO, or they can view all labour bookings for all WOs associated with the Master WO. By default, only the current WO bookings are displayed.

 

(Default - Current WO bookings)

 

 

(All labour bookings associated with Master WO)

 

 

Choosing the Employee Summary option presents the user with the following grid view which summarises the times recorded by employee regardless of the operation the time was booked against.

 

 

Choosing the Operation Summary option presents the user with the following grid view which summarises the times recorded by operation regardless of the employee who booked the time.

 

 

Both the individual and Master WO options can be used in conjunction with the labour summary options too.

 

The labour bookings are also summarised at the bottom of the screen. This is broken down into four categories of Total Setup, Total Run, Total Rework and Total Booked. These fields show the total time booked against the work order and the associated cost of this time.

 

 

 

 

 

WO Cost Summary

This section of the work order allows the user to view the current costing of the work order by comparing both the planned and actual costs as well as any associated sales order value.

 

 

All of the information shown on this screen is calculated based on the information recorded in the work order and its associated orders. The main information shown here are the work order costs.

 

 

The values above show the estimated, planned and actual costs for material, labour and subcontract operations for the work order.

 

 

 

 

 

Since the costs associated with the lower level work orders can impact the costs associated with the current work order, this message is displayed to highlight this.

 

If the actual costs of the work order exceed or are looking to exceed the planned costs, the user can specify a reason for this using the drop-down list provided.

 

 

The user can select a reason from the drop-down list to provide an explanation as to why the job has or is likely to exceed the planned costs.

 

 

This drop-down list can be populated from the List Maintenance section of Progress in the Department list as shown in the screen below.

 

 

For more information on maintaining lists and the List Maintenance section of Progress, please refer to the List Maintenance section of this manual.

 

If the work order is associated with a specific sales order line requirement, this screen also shows the sales order unit price and the total value of the sales order line including any applied discount.

 

 

If no sales order line is associated with the work order, then the SO Unit Price shows as zero and the Total Value shows as the total planned cost of the work order.

 

 

The Cost Summary screen also provides the user with a summary comparison of the labour bookings against the planned times.

 

 

The Actual Hours Worked total is the total time recorded against the work order. This value will match the value shown on the Bookings section of the work order.

 

The Equivalent Planned Hours value is calculated differently depending on if the actual setup time is greater or less than the planned setup time. For each operation as the following is used:

 

If Actual Set Up Time Booked < Planned Set Up Time then

 Equivalent Planned Hours = (Actual Qty Booked x Planned Unit Run Time) + Actual Set Up Time Booked.

 

If Actual Set Up Time Booked >= Planned Set Up Time then

 Equivalent Planned Hours = (Actual Qty Booked x Planned Unit Run Time) + Planned Set Up Time.

 

The values for each operation are then totalled to give the overall WO value.

 

The Planned Hours On Hand value is calculated for each operation as follows:

 

Planned Hours On Hand = ((WO Qty - Actual Qty Booked) x Planned Unit Run Time) + (Planned Set Up Time - Actual Set Up Time)

 

Again, the values for each operation are then totalled to give the overall WO value. If the actual booked quantity or the actual hours exceed the work order quantity or planned hours respectively, then the Planned Hours On Hand will be shown as zero. The Planned Hours On Hand can never be less than zero.

 

Also featured on the Cost Summary screen is a calculation of contribution, both planned and actual. This is the company’s contribution to the overall selling price. This is shown along with the profits, planned and actual and the return per machine shop hour (MSH).

 

 

The contribution values are calculated as follows:

 

Planned Contribution = Total Sales Value - (Planned Material Cost + Planned SubCon Cost)

 

Actual Contribution = Total Sales Value - (Actual Material Cost + Actual Subcon Cost)

 

 

The profit values are calculated as follows:

 

Planned Profit = Total Sales Value – Total Planned Costs

 

Actual Profit = Total Sales Value – Total Actual Costs

 

 

The Gross Margin values are calculated as follows:

 

Planned Gross Margin = Planned Profit / Total Sales Value

 

Actual Gross Margin = Actual Profit / Total Sales Value

 

 

The machine shop hour (MSH) values are calculated as follows:

 

Planned Return Per MSH = Planned Contribution / (Planned Set Up Time + Planned Run Time)

 

Actual Return Per MSH = Actual Contribution / (Actual Set Up Time + Actual Run Time)

 

 

The Cost Summary screen also gives the user a summarised view of any purchase orders linked to the work order. The user can see the number and value of any purchase orders still to be received as well as any purchase order receipts that have yet to be invoiced.

 

 

The Outstanding Purchase Orders value is the total value of all purchase orders still to be received that are on order specifically for the current work order. The number shown in brackets relates to the number of purchase orders that are outstanding. The VIEW DETAILS option allows the user to see the detail behind these values. Clicking this option presents the user with the following screen.

 

 

This screen gives the user an overview of all the purchase orders that are linked to the current work order as well as their receipt status and individual value. Clicking the CLOSE option return the user to the Cost Summary section of the work order.

The POs Received Not Invoiced value is the total value of all purchase orders that have been received into stock, but have not yet been invoiced for the current work order. Again, the number shown in brackets relates to the number of individual purchase orders that have still to be invoiced. The VIEW DETAILS option allows the user to see the details behind these values. Clicking this option presents the user with the following screen.

 

 

This screen gives the user an overview of all the purchase orders that are linked to the current work order as well as their invoice status and individual outstanding value. Clicking the CLOSE option return the user to the Cost Summary section of the work order.

 

The Cost Summary screen also provides the user with some reporting options that can also be used to view the work order costs. The report options are shown at the bottom of the screen.

 

 

The user can generate any of the reports listed by simply highlighting the report required and clicking the PRINT option. The reports will be displayed on screen for the user and can be saved in various formats or printed out if required. The bottom tick box allows the user to view the WO Costs (Actual) by Master WO No in a couple of ways; as part of the top-level master WO or as its own master WO with all its lower level costings. Examples of all reports are shown below.

 

 

 

WO Costs (Actual) By Master WO (based on the overall Master WO – option unticked)

 

 

WO Costs (Actual) By Master WO (based on the current WO being the Master WO – option ticked)

 

 

(Cost Summary Report)

 

(WO Costs (Planned V Actual) By Master WO)

 

 

 

WO Notes

This section allows the user to enter both general and specific notes against the current work order.

 

 

The user can select any of the categories on the left hand side before entering any text they wish on the right hand side of the screen. Once a note has been added to a particular category, the category is highlighted in bold on the left.

The user also has the option of adding notes from the Notes Library within Progress. This can be done by clicking on the LIBRARY option on the right hand side of the screen. This presents the user with the following screen.

 

 

The user can then search or filter the notes listed to find the one required. Once located, the user can transfer the note back to the work order notes screen by highlighting the note and clicking the SELECT option. This will pull the selected note through to the current section of the work order notes.

 

 

Most of the notes entered on this screen are designed to copy through to the relevant sections of Progress. Each notes category indicates the section of Progress that the note is designed to appear in when the part appears in those sections. The following explains where the notes appear in the different sections of Progress.

 

 

 

 

 

 

 

 

 

 

WO Related Items

This section of the work order shows all the related items within Progress that are linked to the current work order.

 

 

 

Each of the options on the left hand side will show the related relevant orders/items for the current work order. Some examples are shown below.

 

(Sales Order details)

 

 

 

(Work Order details)

 

 

(Purchase Order details)

 

 

The user can access any orders/items listed on these screens by double-clicking on the order listed in the grid. An example is shown below.

 

 

Double-clicking on the order highlighted opens that purchase order record.

 

 

The user can then proceed to view or amend the order as required. Clicking the ACCEPT or CLOSE options will return the user to the part Related Items screen. Any of the screens which display a GRN number allow the user to view the GRN details by clicking on the option that appears alongside the GRN number.

 

 

This will present the user with GRN History screen for the selected GRN number. The user can then view or amend as necessary.

 

 

Clicking the ACCEPT or CLOSE option will return the user to the part Related Items screen. For more information on the GRN History screen, please refer to the Inventory section of the manual.

 

 

WO Documents

This section allows the user to attach any work order-related documents. This can be correspondence emails, drawings, specification or anything else related to the work order.

 

 

To add a document, the user clicks the Add Document option,, and then locates the file they wish to add.

 

 

Once the required document has been selected, it will be listed in the Documents screen with any others that have been added.

 

 

NOTE: To allow access for other users to the files added to the part record, the user must ensure that these files are held in a folder accessible by all users. Typically a shared network folder would be created for this purpose.

 

Once the file(s) have been specified, the user can specify a file type or comment associated with the document. The Type can be chosen from the drop-down list.

 

 

This drop-down list can be populated from the List Maintenance section of Progress in the Document Types list as shown in the screen below.

 

 

For more information on maintaining lists and the List Maintenance section of Progress, please refer to the List Maintenance section of this manual. A note for the document can be added directly to the Note field as shown.

 

 

Documents added to this screen can also be hidden from view in SFDC's Associated Documents section. The HIDE IN SFDC option against the document allows the user to stop the document being viewed within SFDC. This is often used where the document may contain sensitive or cost/pricing related information that they do not want the employee to see.

 

 

A similar option is also available on the inventory routings operations Documents Tab and also the Work Orders Document tab, again, to allow specific documents to be restricted from view.

 

NOTE: These options is only available if the SFDC module is active in the system. If this module has not been purchased, then this option will not be displayed.

 

Once all documents and details have been added, the user can save the changes by clicking on the ACCEPT option.

 

 

 

WO Messages

This section shows all associated messages and emails relating to the work order.

 

 

Any communication relating to the work order (i.e. emails, instant messages, etc.) will all be listed here for the user to view.

 

 

The user can open any of the items listed on this screen but either double-clicking on the listed item or by highlighting and clicking OPEN. The selected item will then be displayed for the user to view.

 

 

The user also has the ability remove messages recorded, if permitted. Permission to delete messages is set up against the user  permissions. For more information on user permissions, please refer to the Administrator Functions > Access section of the manual. If the user has permission to remove messages, then the DELETE option will be available.

 

Messages can be deleted by simply highlighting the item and clicking the DELETE option. The user will be prompted to confirm the deletion.

 

 

Clicking YES will delete the selected message, and the screen will be updated.

 

 

WO Transactions

This section shows all transactions that have been made against the work order.

 

 

The user can see what transactions have occurred as well as details of the changes made. This is often very useful when trying to find out why something has changed unexpectedly or if the user needs to find out who made a particular change.

 

 

The user also has the ability to filter the transaction screen using the filter line shown at the top of the screen.

 

 

 

The user can filter each column to search for specific transactions, words or users. An example is shown below.

 

 

 

 

 

 

 

WO Menu Options

The user has some additional options available to them when viewing a work order. These options are accessible via the Menu option.

 

 

 

Issue Material

This option takes the user directly to the Production Issue By WO screen for the selected work order. This screen allows the user to issue component material to the current work order from stock. Clicking this option presents the user with the following screen.

 

 

This is the same screen that can be access from the Inventory > Issues section of Progress. For more information on this, please refer to the Inventory > Issues section of the manual, under the Issue To Production By WO option.

 

 

Receipt

This option takes the user directly to the WO Receipt screen for the selected work order. This screen allows the user to receive a quantity of the work order part into stock. Clicking this option presents the user with the following screen.

 

 

 

Receipt of a work order can be restricted based on there being outstanding material (i.e. not all the planned material has been issued) or if any of the routing operations are still to be marked as complete. These restrictions are based on system options set in the Admin section of Progress. These can be found in the Work Order options.

 

 

Using these options, the system can be set to simply warn that if there are incomplete subcon operations or material shortages or can stop receipt all together if all the material or subcon elements have not been issued. Only once the relevant criteria has been met will the user be able to complete the WO. Receipt of the WO can also be stopped if the user tries to receive more units than material has been issued for. This limits the user to only receipt what they have issued enough material for based on issue quantities and individual component BOM quantities.

 

The system can also be configured to allow the user to allocate any receipted units against an SOs that have an outstanding requirement. The system can be configured to do this using the system option below.

 

 

If the system is configured as such, the user will be presented with a screen similar to the following where they can assigned the receipted units to any SO waiting for the stock.

 

 

The user can use the filters available to find SO lines to allocate against, and also has an option to override existing WOs linked to SO lines if permitted to.

 

The WO Receipt screen is the same screen that can be access from the Inventory > Receipts section of Progress. For more information on this screen and the receipt of work orders, please refer to the Inventory Receipts section of the manual.

 

Receipt (Ind Batch)

This option takes the user directly to the WO Receipt (Ind Batch) screen for the selected work order. This screen allows the user to receive a quantity of the work order part into stock in batch-size quantities. Clicking this option presents the user with the following screen.

 

 

 

The restrictions described in the WO Receipt option above also apply to this Individual Receipt option.

 

This is the same screen that can be access from the Inventory Receipts section of Progress. For more information on this screen and the receipt of work orders, please refer to the Inventory Receipts section of the manual.

 

 

 

Production Return

This option allows the user to reverse material or subcontract issues from the current WO. This will open the Production Return window filtering for the current WO automatically.

 

 

For more information on Production Returns, please refer to the Inventory Issues section of the manual.

 

 

Split Batch

This option allows the user can split a work order to create secondary work order for the manufactured part. Any material and labour costs attributed to the original work order can also be transferred over to the new work order if required. This can be useful if a part receipt of a work order is required and the user wants to allocate certain costs to that receipt.

If the original work order is linked to a sales order line, the new work order will also be linked to the same sales order line. If the original work order has a parent and master work order that is different to its own, i.e. it is a sub-assembly, the new work order will also take this parent and master work order. However, if the original work order has the same parent and master work order as its own, the new work order will also use its own work order number as the parent and master (i.e. be a standalone WO).

 

NOTE: The selected work order must have a status of “Created” or “WIP” in order to use the split batch function.

 

When the split batch option is selected the following screen appears displaying the information about that work order.

 

 

The user can enter the quantity that is required to move to the new work order. The quantity entered must be equal or less than the outstanding quantity on the original work order. The quantity is entered and the CONFIRM QTY button selected. The materials and subcontract issues to the original work order will now be displayed.

The user can select how many of the issued parts are transferred to the new work order by filling in the column “Qty to New WO”. The user can also use the PRO RATA option to have the system calculate the material to be transferred to the new WO based on the new WO quantity in comparison to the original WO quantity.

 

 

Where there are subcontract issues on the WO, the system has options to mark the subcontract operations as complete. These options default based on the work order system options, although the user can tick/un-tick as required.

 

The FULL QTY ISSUED option will mark any subcontract operations on the new WO as complete if the full subcontract issue quantity has been made on the original WO.

The IS COMPLETE ON ORIGINAL WO option will mark the subcontract operation as complete regardless of whether the full subcontract issue quantity has been made on the original WO.

Similarly, if the subcontract operation has first-off requirements/results, the user can choose to carry these across to the new WO to indicate that the inspection requirements have been met based on the sign off from the original WO using the TRANSFER 1ST OFF INSPECTION RESULTS option. THis will default based on the Work Order system settings, but the user has the ablity to amend this when using the WO Split Batch screen for any exceptions that occur. For more information on the default values, please refer to the Work Order system options in the Admin section of Progress.

Once done, the user must then click the CONFIRM ISSUES option. This will then display the labour bookings for the existing WO.

 

 

The user can select the time and quantities booked against each operation to be transferred to the new work order with the yellow columns below. The user can also click on the PRO RATA option to have the system calculate the times to be transferred to the new WO based on the new WO quantity in comparison with the original WO quantity. The user can also mark routing operations as complete from here too, either individually or using an option to complete the operations the same as per the original work order.

If any of the operations have first-off inspection requirements, the user also has the option of carrying that across to the new WO operations, to indicate these operations have been inspected and approved as part of the original WO. The on-screen option for this, TRANSFER 1ST OFF INSPECTION RESULTS, will default based on the Work Order system option defaults, but the user does have the ability to change this when on the WO Split Batch screen to allow exceptions.

 

As per the subcontract issues options above, the user has some additional operations for marking the internal operations as complete on the new WO. These also default based on the system settings for work orders, but the user can tick/un-tick as required. For more information on the default values, please refer to the Work Order system options in the Admin section of Progress.

 

The FULL QTY BOOKED option will mark the operation on the new WO as complete if the full booked quantity has been recorded against the operation while the IS COMPLETE ON ORIGINAL WO will mark the operation as complete if the same operation is marked as complete on the original WO regardless of whether the full quantity has been booked.

 

Once everything is confirmed, the SPLIT WO option will be available.

 

 

Clicking the SPLIT WO option will create the new work order with the relevant material, subcontract and labour costs attributed to it.

 

 

Status

This option allows the user to change the status of the current work order. From this menu option, the user can cancel, complete and re-open as well as place the work order on and off hold. The Status option has a sub-menu to allow the user to select the status change required.

 

 

Cancelling a work order

If the user needs to cancel the current work order, they can do so using the CANCEL status option. This will change the status of the work order to cancelled and label the work order as cancelled as shown below.

 

 

 

If the work order has links to other child work orders, the user will be prompted to decide their fate also as shown in the screen below.

 

 

By default, the current work order will be ticked to be cancelled. Any associated work orders will also be listed. From here, the user can decide whether the child work orders are also cancelled or not. The user can see the value of any material that has been issues to the lower level work orders as well as any time that has been booked as well as the current status of the child work order. If the user wishes to cancel the child work orders, they can tick the CANCEL option against the work order and click the ACCEPT option. If they wish to keep the child work orders, they can untick the work orders and then click the ACCEPT option. Once the ACCEPT option has been clicked, the selected work orders will be updated to CANCELLED status.

 

 

Completing a work order

Once a work order has been finished, all material has been issued and all labour has been booked, the user can change the work order to complete status. This can be done by selecting the COMPLETE status option.

 

 

Selecting this option will prompt the user for confirmation of the status change.

 

 

Clicking the YES option will update the current work order to COMPLETE status. This will update the work order screen to the COMPLETE status and label the work order screen accordingly as shown below.

 

 

 

 

If the current work order has lower level work orders associated with it, the user will be prompted to decide the fate of these too. The user will be presented with the following screen.

 

 

Again, the user is presented with a brief status of the child work orders as well as any outstanding quantities. The current work order will be ticked for completion by default whereas associated work orders are unticked by default. If the user wishes to complete any of the lower level work orders, they can tick the COMPLETE tickbox against them. Once the ACCEPT option has been clicked, the selected work orders will be updated to COMPLETED status.

 

Marking a work order as complete will stop further amendments from being done, highlighted by the on-screen indications shown below.

 

 

 

Completion of a work order can be restricted based on there being outstanding material (i.e. not all the planned material has been issued) or if any of the routing operations are still to be marked as complete. These restrictions are based on system options set in the Admin section of Progress. These can be found in the Work Order options.

 

 

Using these options, the system can be set to simply warn that if there are incomplete routing operations or material shortages or can stop completion all together if all the material has not been issued. Only once the relevant criteria has been met will the user be able to complete the WO.

 

 

Re-opening a work order

In the event that a work order is cancelled or completed in error, the user can re-open the work order by using the RE-OPEN status option from the work order menu.

 

 

This option is only available in work orders with a cancelled or completed status. Clicking this option will prompt the user to confirm the action.

 

 

If the user clicks YES, the work order will return to its previous status.

 

 

 

 

Placing work order on hold

The user can place work orders on hold. This may be required if quality issues are raised during the manufacturing process. The user can place the work order on hold using the status options from the work order menu.

 

 

Selecting the PUT ON HOLD option updates the work order status accordingly.

 

Releasing work order from On Hold status

The user can release work orders from On Hold status by selecting the RELEASE HOLD option from the work order status menu.

 

 

Clicking this option returns the work order to its previous status.

 

 

 

 

Low Level Demand

This option allows the user to view any lower level demand that the selected work order has. This is typically where the current work order has sub-assembly components which require their own work orders to be generated. Clicking this option will present the user with the work order demand screen for the current work order.

 

 

The user can then use this screen to generate the necessary sub-assembly work orders required for the selected work order. For more information on the work order demand screen, please refer to the WO Demand section of this manual.

 

 

 

Create TQ

This option is for raising a technical query from the current work order. Selecting this option will open a new Technical Query record against the WO. The user can add any additional details required before clicking ACCEPT to save the query.

 

 

For more information on creating and managing technical queries, please refer to Quality > Technical Query section of the manual.

 

 

 

Tooling Issue

NOTE: These options will only be available if the customer has the additional Quality module.

 

This option allow the user to issue tools and equipment to the work order based on the work order operations' Tooling Required settings. Selecting this option will present the user with a list of tooling required for the current work order.

 

 

Where a tooling group has been assigned to an operation, the user must select one of the tools from the group in the Tool To Use field before ticking for issue. Once the tools have been selected, clicking the ACCEPT option will issue the tooling to the work order.

 

 

 

Tooling Return

This option is the reverse of the Tooling Issue option above. This option allows users to return tooling from a work order sop its available for use elsewhere. Clicking this option will present the user with a list of issued tools.

 

 

The user simply selects the tool(s) to be returned from the work order by ticking the box against them. If a Return Reason is required, they can select from the drop-down list.

 

 

Clicking the ACCEPT option will complete the return process and remove the tools from the work order.

 

 

 

Print Options

The user can generate several documents for a work order. All the documents can be printed by clicking on the PRINT option at the bottom of the work order screen. Clicking this option presents the user with the following print screen.

 

 

The user has the option of printing any of the work order’s associated documents from this screen, the WO labels, along with the required work order documents. This will include all part, work order, routing operations and work centre documents associated with the WO. The grid at the top of the screen shows all the associated documents, their relationship with the work order and the file path. If the user has linked a folder to the part, work order, etc. then the user has the ability to see the all files within the folder, and those of any sub-folders too using the options on screen.

 

 

If the user ticks the ASSOCIATED DOCS option and clicks the PRINT option at the bottom of the print options screen, each of the selected associated documents will be printed. If the user only wants to print the work order documents, they can select the required document(s) from the options at the bottom of this screen.

 

The user can generate any of the WO related documents using the options listed at the bottom of the screen. The user also has options to preview these, and also to combine any associated documents selected into a single printed document.

 

 

The Job Card is the most comprehensive work order document as this typically contains the work order, sales order, material and operation details for the current work order. The Material List document typically focuses on the material requirements for the job, while the Operations List focuses on the routing operations to be carried out for the work order.

The user can tick the box next to the documents they wish to print, be it one or all three. The PREVIEW options to the right of each work order document allows the user to view the document on screen as opposed to printing a hard copy. Ticking the PRINT ALL option automatically ticks all of the document options, including the associated documents. This is just a quick way to select all documents. Once the user has selected the required documents, they can click the PRINT option to print hard copies. The CLEAR option will remove all selections already made and allow the user to reselect as required. Examples of the work order documents are shown below.

 

 

WO Job Card

 

 

 

Material List

 

 

Operations List

 

 

The user also has the ability to print WO labels from this PRINT screen too. These labels are WO specific and typically contain general info on the WO. These can be generated via the WO Labels option at the bottom of the screen.

 

 

This option will present the user with the WO Label print screen,  filtered specifically for the current WO. The user can then specify the number of labels, the quantity to be shown on each label.

 

 

The DEFAULT QTY option will set the number of labels to 1, and the EACH LABEL QTY to the full WO quantity. If multiple labels are required, the user can amend the figures in yellow to get the labels required. The SAVE option will allow the user to save the label values, which can be useful if the labels are used for multiple purposes.

Once the details have been entered by the user, clicking the PRINT LABELS option will print the labels.

 

Once all the required documents have been printed, the user can return to the main work order screen by clicking on the CLOSE option.