Create Work Order

This option allows generating Work Orders 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 the Parent Item.  

Following are the prerequisites to create a Work Order -

• Work Order can be created only for those Manufactured or Assembly type of Items that have the flag 'Create Work Order' set as 'Yes' through Item Master Basic Detail - Entry option of Materials Module.

• Process Sheet of the selected Manufactured or Assembly Items should already exist through Process Sheet Master - Entry option of Materials Module.

• If Tools have to be specified for any Operation, they should be first defined through Item Master Basic Detail - Entry option of Materials Module. 'Nature of Item' of such Items should be chosen as 'Tools'.

Once a Work Order is created, it is necessary to Authorize it so that Production department can do the needful. Authorizing a Work Order also freezes it for production. No changes what so ever are allowed thereafter. In case some changes have to be done in the Work Order, it can be Unauthorized and changes can be made thereafter. Additionally, a Work Order can be canceled through Work Order Cancellation option after which it will not be available at all.

Moreover start date of the Work Order is also automatically calculated in accordance with its due date and maximum time taken by any operation.

Following screen appears preloaded with the Process Sheet of the selected Manufactured/Assembly Item in order to make its Work Order. Rest of the information has to be filled in by the user.

Click for Example

Assuming you had already created the Process Sheet for the Wheels and Tires of the Mountain Bicycle, we continue with creating a Work Order for the same as shown in the below image.

Screen Layout of Work Order Detail

Click for Practice Exercise

Now, you can continue to create a Work Order for the Handlebar, Saddle, and Frame of the Mountain Bicycle.

Field Description of Work Order Detail

Work Order Details

Year:

Current financial year is displayed by default. You can not change it.

 

Group:

Specify the Group of the 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 Tools will 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.

 

Site:

Specify the Site of the Work Order. By default the Site if any specified with the selected Group will be displayed automatically.

 

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.

 

Read more about Site...

 

Please note that the Site(s) will be displayed/accepted as per the following conditions - In case the 'Site Required?' flag is 'On' through Document Control Master option in Administrator Tools Module, then only those Sites will be displayed which have been linked with the selected Year and Work Order Group. In case the 'Site Required' flag is 'Off', then all the Sites that have been defined for the current Company through Site Master option of Administrator Tools Module will be displayed.

Please note that the Work Order should be created for the same Site as selected SJO Site. If not, IMMS will display an appropriate message.

 

Number:

(Type : Alphanumeric, Length : 6)

 

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...   If the flag is 'On', a new Work Order Number will be automatically generated by the system and incremented by one for current financial year. If the flag is 'Off', the User can enter a unique Work Order Number manually. The system also ensures that the Number entered is a unique one.

Date:

Denotes the Work Order Date. 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>.

Planner:

Specify the Planner of the Work Order.

 

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.

 

Item:

This is the Item for which Work Order will be created.

 

Automatically displays the Item Code and Name on which the user had right clicked from the CBOM tree through the Allocation/WO Creation option for your reference. 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.

 

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.

 

WO Due Date:

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>.

 

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.

Screen Layout of SJO Details

Field Description of SJO Details

SJO Details

Above grid will be displayed with the SJO details that was selected through Allocation/WO Creation option.

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 of the selected SJO only.

Field Description of the grid -

SJO Year

Automatically displays the year of the selected SJO for your reference. You can not change it.

 

SJO Group

Automatically displays the Group of the selected SJO for your reference. You can not change it.

 

SJO Site

Automatically displays the Site of selected the SJO for your reference. You can not change it.

 

SJO No

Automatically displays the selected SJO Number for your reference. You can not change it.

 

Item Code

Automatically displays the Manufactured/Assembly type of Item on which you had right clicked from the CBOM tree through the Allocation/WO Creation option 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 Qty

Denotes the Work Order quantity that is pending for the Item.

 

Automatically displays the 'Maximum Allocation 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 'Maximum Allocation Quantity'.

 

Work Order Quantity

(Type : Numeric, Length : 9.4)

 

Denotes the Work Order quantity for the selected Item.

 

By default the 'Pending Qty' will be displayed in this field. You can change it as per requirement. Click on the field. Now enter 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.

 

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, delete the existing data. 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.

WH Desc KANBAN:

Description of the selected KANBAN Warehouse will be displayed automatically.

Click on button to continue.

Screen Layout of Work Order Routing Details

Field Description of Work Order Routing Details

The existing Process Sheet of the selected Manufactured/Assembly Item that was created through Process Sheet Master - Entry option of Materials Module is displayed in a grid. You can make changes in it as per the realistic requirements.

Click on the button to add a new Operation in the grid. A new row will be added as a result.

Field Description of the grid -

Action

Click on the icon to remove a record from the list. Click on the 'Delete' icon again to un-delete the record.

Sr. No:

Automatically generated sequence number.

Inside/Outside

Denotes whether the Operation is Inside or Outside operation.

To change it, click on the field and choose your option. Press <TAB>.

In case an 'Inside Operation' is changed into an 'Outside Operation', the system will automatically remove the existing Work Center and shop information that was entered for the previous 'Inside Operation.

Operation Number:

Denotes the sequence number of the Operation to be carried out. You can change it but it should be a unique number as no two Operations can be performed at the same time. Press <TAB>.

Work Centre Code:

Denotes the Work Center at which the Operation is carried out.

Click on the field to access a list of Work Centers that have been defined through Work Center Master - Entry option of Materials Module. Select your desired Work Center from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Work Center.

Work Centre Desc:

Automatically displays the description of the selected Work Center Code.

Shop Work Centre:

Denotes the Shop of the selected Work Center at which the Operation is carried out.

Click on the field to access a list of Shops that have been associated with the selected Work Center through Shop Work Center Link Master option of Materials Module. Select your desired Shop from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Shop.

Operation Code:

Denotes the Operation to be performed.

Click on the field to access a list of Operations that have been defined through Codes Master Entry (Code Type = 'OP') option of Administrator Tools Module. Select your desired Operation from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Operation Code.

Operation Description:

Automatically displays the Description of the selected Operation Code.

Standard Setting Time:

Denotes the Standard time required to setup the machine for the Operation for the entered WO Qty.

By default the Standard Setting Time for 1 unit of WO Item Code entered through Process Sheet Master - Entry option of Materials Module will be multiplied by the entered WO Qty and displayed. You can change it.

To do so, click on the field. Now enter the time in Hours:Minutes:Seconds format. Press <TAB>.

Standard Operation Time:

Denotes the Standard time required by the Operation for the entered WO Qty.

By default the Standard Operation Time for 1 Materials unit of WO Item Code entered through Process Sheet Master - Entry option of Materials Module will be multiplied by the entered WO Qty and displayed. You can change it.

To do so, click on the field. Now enter the time in Hours:Minutes:Seconds format. Press <TAB>.

Outside Labour Amount:

Denotes the Labour Amount applicable for an Outside Operation. This field will be enabled only if the Operation chosen is an 'Outside' Operation. Otherwise it will remain disabled.

Click on the field. Now enter the Amount. Press <TAB>.

QC Required:

Denotes whether Quality Control is required for the Operation or not. Click on the field and select your option by clicking on it. Press <TAB>.

Click on button to continue.

Screen Layout of Item Required for the Work Order Item

Field Description of Required Item Details

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 Required for the Work Order Item

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 'Maximum Allocation 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.

Click on button to continue.

Screen Layout of Tools Information and Detail Description

Field Description of Tools Information and Detail Description

Tools

A grid with one row each for the Operation is displayed to enter any Tools related to it. The grid is as follows -

Inside/Outside:

Displays the type of Operation for your reference. You can not change it.

Operation No:

Displays the Sequence Number of the Operation for your reference. You can not change it.

Tool Type:

Specifies the Type of Tool. Three types of Tools can be specified which are - Tool, Instrument and Gauge. Click on the field and choose your option by selecting it. Press <TAB>.

Tool Code:

Specified the Tool.

Click on the field to access a list of Tools that have been defined through Item Master Basic Detail - Entry option of Materials Module. Select your desired Tool from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Tool Code.

Only those Items will be displayed / accepted that have 'Nature of Item' as 'Tools'.

 

Tools Description:

Automatically displays the Description of the selection Tool Code.

Detail Description

A grid with one row each for the Operation is displayed to enter any details description related to it.

Inside/Outside:

Displays the type of Operation for your reference. You can not change it.

Operation No:

Displays the Sequence Number of the Operation for your reference. You can not change it.

Detail Description:

Click on the field. Now start entering the description if any related to the Operation. Press <TAB>.

Operation:

Displays the Description of the Operation for your reference. Yo can not change it.