You are here : Planning > Sales/Shop Order Maintenance > Work Order Maintenance Work Order Maintenance
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Add and maintain Work Orders through this option. Work Orders are generated for unallocated quantity of each manufactured item in the demand list. These are instructions to the Production Department indicating Child Items required, their quantities and various processes involved during the production of Parent Item.
IMMS allows to create a single Work Order for multiple Sales Job Orders. IMMS also allows to raise Work Orders for partial quantities of SJOs while taking care of the pending quantities for which Work Orders can be made further.
Process Sheet of the selected Manufactured or Assembly Item is available to further work on.
Moreover start date of the Work Order is also automatically calculated in accordance with its due date and maximum time taken by any operation.
A list of existing Work Orders will be displayed as follows -
Enter any text you want to search in the list below. The search is applicable to all columns of the list. Once the text is entered, press <ENTER> key. As a result, the list will be refreshed with all those records that contain the entered text fully or partially. In order to go back to the original list, remove the text from the box and press <ENTER> key again.
IMMS provides the facility to filter the records on the basis of their status. Click on the field and select either 'All', 'Authorized' or 'Pending for Authorization'. Selecting 'All' will display all records, authorized as well as unauthorized. Selecting 'Authorized' will display only authorized records. Selecting 'Pending for Authorization' will display only those records that are yet to be authorized.
Once a Work Order is generated, it may or may not need to be authorized.
Authorization of Work Order is a flag driven option. Therefore its availability depends upon the setting of the 'Authorization Required' flag through Document Control Master option
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Work Orders can be added, edited, deleted and viewed provided the Role associated with the currently logged-in user through User Management has the respective rights to do so.
To 'Add' a Work Order, click on the button and to 'Edit', click on the
icon on its corresponding record. To delete a particular Work Order, click on
icon. To view details of a particular Work Order, <DoubleClick> on that record. As a result, following screen will be displayed -
Year:
Denotes the financial year of the Work Order.
While 'Adding' a new Work Order, current financial year is displayed by default. You can not change it.
In case of 'Edit', and 'View', financial year will be displayed automatically for the selected record. It can not be changed.
Group:
Specify the Group of the Work Order.
While 'Adding' a new Work Order, please note that the Group which has been specified as default for the selected financial year through Document Control Master
option in Administrator Toolswill be displayed automatically.
You can change it by clicking on the field to access a list of already defined WO Groups for the entered Year though Document Control Master option in Administrator Tools Module. Select your desired Group from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Group.
In case of 'Edit', and 'View', Group will be displayed automatically for the selected record. It can not be changed.
Site:
Specify the Site of the Work Order.
While 'Adding' a new Work Order, the Site if any specified with the selected Group
will be displayed by default.
Click on the field to access a list of already defined Sites. Select your desired Site from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Site.
In case of 'Edit', and 'View', Site will be displayed automatically for the selected record. It can not be changed.
Number:
(Type : Alphanumeric, Length : 6)
Denotes the number of the Work Order.
While 'Adding', Work Order Number is either generated automatically or entered manually by the user.
Generation of Work Order Number is a flag driven option and depends upon the setting of flag 'Auto Number Generate Required'through Document Control Master option in Administrator Tools Module.
Click here to read more about the flag...
In case of 'Edit', and 'View', Number will be displayed automatically for the selected record. It can not be changed.
Date:
Denotes the Work Order Date.
While 'Adding', today's date is displayed by default. You can change it but it can not be later than today's date and should fall within the Current Period date range. Press <TAB>.
In case of 'Edit', and 'View', Date of the selected Work Order Number will be displayed automatically. You can change it.
Planner:
Specify the Planner of the Work Order.
While 'Adding', click on the field to access a list of already defined Planners though Planner Master - Entryoption in Administrator Tools Module. Select your desired Planner from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Planner.
In case of 'Edit', and 'View', Planner of the selected Work Order Number will be displayed automatically. You can change it.
Item:
While 'Adding', click on the
icon on the field to access a list of Manufacturing/Assembly Items against which SJOs already exist and some quantity of Work Order is still pending to be created.
Please note that the system will display/accept only those Items for which 'Dispatch Without Manufacturing' flag is 'Off' through Item Master Basic Detail - Entry option of Materials Module.
In case of 'Edit', and 'View', the Manufacturing/Assembly Item of the selected Work Order Number will be displayed automatically. You can NOT change it.
Item UOM:
Automatically displays the Unit of Measurement of the Item for your reference. You can NOT change it.
Total WO Quantity:
Denotes the total Work Order quantity.
In 'Add' mode, the total 'Pending Qty' of all SJO(s) belonging to the selected Item Code will be displayed for your reference. You can NOT change it.
In 'Edit', and 'View' modes, the total 'WO Qty' of all SJO(s) against which the selected Work Order Number was created will be displayed for your reference. You can NOT change it.
WO Due Date:
In 'Add' mode, enter the Date when this Work Order will be due. It can not be before today's date or later than SJO's delivery date. Press <TAB>.
In 'Edit', and 'View' modes, WO Due Date for the selected WO Number will be displayed automatically. You can change it in 'Edit' mode.
WO Start Date:
You can NOT make any entry in this field. By default the Due Date of the Work Order will be displayed here.
Click on button to continue.
A grid will be displayed with the SJO details as shown above.
In 'Add' mode, this grid will be populated with all the SJOs belonging to the selected Item Code against which there is some quantity pending to be made into a Work Order.
In 'Edit', and 'View' modes, this grid will be populated with ONLY those SJOs against which the selected Work Order Number was created.
Please note that you can not add or remove any row in this grid. It is used to specify the Work Order quantity for the selected Item only.
Field Description of the grid -
SJO Year
Automatically displays the year of the SJO for your reference. You can not change it.
SJO Group
Automatically displays the Group of the SJO for your reference. You can not change it.
SJO Site
Automatically displays the Site of the SJO for your reference. You can not change it.
SJO No
Automatically displays the SJO Number of the selected Item Code for your reference. You can not change it.
Item Code
Automatically displays the selected Manufactured/Assembly Item for your reference. You can not change it.
UOM
Automatically displays the Unit of Measurement of the selected Item for your reference. You can not change it.
Pending Quantity
Denotes the Work Order quantity that is pending for the Item.
Automatically displays the SJO Quantity of the selected Manufactured/Assembly Item if the Work Order is being made for the first time. For subsequent Work Orders for the same Item, the system will display pending Work Order Quantity by deducting the 'WO Qty' till now from 'SJO Quantity'.
Work Order Quantity
(Type : Numeric, Length : 9.4)
Denotes the Work Order quantity for the selected Item.
In 'Add' mode, zero will be displayed in this field. In 'Edit', and 'View'modes, existing WO quantity of the Item will be displayed.
Click on the field. Now enter/change the Work Order Quantity for the selected Item. IMMS allows to make Work Order for partial quantity but it can never be more than the 'Pending Qty'. Press <TAB>.
WH Code KANBAN:
Please note that this field will be visible only in case the flag 'Do you want to use KANBAN functionality?'
is set as 'On' through Inventory Policy option of Administrator Tools Module. Otherwise this field will NOT be visible at all.
Denotes the KANBAN Warehouse from where the KANBAN Items that may be required while Work Order Receipt of the SJO Item will be allocated.
While 'Adding' a new WO, the default KANBAN Warehouse of the Sales Job Order specified through SJO Entry option will be displayed automatically. You can change it. To do so, click on the field. Delete the existing data. Now click on the field to access a list of already defined KANBAN Warehouses through Warehouse Master option in Stores & Inventory Module. Select your desired KANBAN Warehouse from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Warehouse Code.
WH Desc KANBAN:
Description of the selected KANBAN Warehouse will be displayed automatically.
Click on button to continue.
Click on button to continue.
This section displays the Child Items required to make the selected Manufactured/Assembly Item along with their other details and required quantity. All the fields in this grid are automatically displayed and you can not make any changes in them.
Item Code:
Automatically displays the Child Item Code required to make the selected Manufactured/Assembly Item. You can not change it.
Item Description:
Displays the Description of the Child Item Code for your reference.
Required Quantity:
Automatically calculates and displays the Quantity of Child Item required to make the Work Order Quantity of Parent Item.
Please note here that in case the Work Order quantity is
not same as the 'SJO Quantity' of the selected Manufactured/Assembly
Item, than the quantity required of each Child Item will be automatically
calculated and displayed as per the Work Order quantity i.e. (quantity
of Child Item required to make a single unit of its Parent Item) X (Work
Order Quantity)
Type:
Automatically displays the Type of Child Item for your reference. You can not change it.
Internal UOM:
Automatically displays the Internal Unit of Measurement of Child Item for your reference. You can not change it.
Issue Method:
In 'Add' mode, this field will automatically display the Issue Method of Child Item as specified through Item Master Basic Detail - Entry option of Materials Module. You can change it. To do so, click on the field and select the Issue Method. Press <TAB>.
In 'Edit', and 'View' modes, the Issue Method of the Child Item will be displayed for the selected Work Order Number. You can change it in 'Edit' mode.
Click on button to continue.
Once you have entered all the information related to the Work Order, click on 'Save' button to save it or 'Cancel' to discard. The control will go back to the list.