How to create Work Orders?

Work Order as the name suggests it’s the Order given to the Production department to work on. It contains the major information like 

1. Work Order ID
2. Date of the document
3. What Product to produce, its Quantity and Units.
4. Steps to Follow.
5. Each step, what product is expected.

One of the advantages of ACTouch ERP is that to complete a Work Order, you don’t need to move around different menus like Shop floor control, Subcontracting Operations, Reports Finished Goods etc. 

You can do the majority of work like

1. Request for the materials from Stores. (Material Request form)
2. Report FG Reporting. (FGR Process)
3. Create Outward Delivery Challan (ODC) and send the same to Supplier.
4. Do the Inward Delivery Challan (IDC) and report the Finished Goods and move it to next steps.
5. Update the Work Order to report the rework of the same Finished Goods.
6. Close the Work Order, in case it’s of not used any more.

Video on how to Convert a Sales Order to Manufacturing WORK ORDER? With Operations, Work Center and define Routings.

Steps to follow is as below to create WORK ORDER.

1. When you create the Work Orders manually, select the ROUTING that suits for that WORK ORDER and for that FG.
2. Based on the ROUTING ID, the process are added to the Work Order.  You can still delete those Process steps and add your own too.

Below screen can be used to create a Manufacturing Work Order Manually.

1. Select the ROUTING that suits for that WORK ORDER and for that FG.
2. Based on the ROUTING ID, the process are added to the Work Order.  You can still delete those predefined Process steps and add your own too.

In the above, select the ROUTING ID, BOM ID for the Finished Goods and application will load the ROUTING ID and its steps thats pre-defined as below.

It shows the Operation ID, Work Centre where the work happens, FG ID and BOM thats used for this. You can change the conditions like Subcontracting Operation etc.

Work Order Field details are as below.

No	Field ID	Field name	mandatory	Field description and how it helps?
1.	Site ID	Branch ID to which this WO belongs	Yes	It gives the branch from where the work order is generated.
2.	Work Order ID	Work Order Number	Yes	It gives a unique work order number for each Work Order.
3.	Customer ID	Customer Identification Number	Yes	It gives a unique identification number to identify each of the customers. You have an option to convert the Sales Order to a Workorder. So the converted SO No is added here.
4.	Customer	Customer Name	Yes	It gives the name of the particular customer to whom the sales has been done or in whose name the particular work order has been generated.
5.	WO Issue Date	Work Order Commencement Date	Yes	The date on which the work commences for the particular Work Order.
6.	WO Due Date	Worker Order Due Date	Yes	It gives the date by which the work has to be completed for the particular Work Order.
7.	Cust Order ID	Customer order identification number	No	It gives the particular Customer Order ID number or linked Sales Order Number.
8.	Product ID	Product ID	Yes	ID of Finished Goods that has to be produced.
9.	Product Name	Name of the Product	Yes	Product name.
10.	UOM	Unit of measure	Yes	Units of measurement.
11.	Routing ID	Routing Identification Number	Yes	Each step of the working process is identified using a unique Routing identification number in the work flow process. Selecting the right Routing ID helps to load the steps that need to be followed to produce this FG and other subassemblies.
12.	Job-Work ID	Job work number	No	In few cases, customer can have the Jobwork No assigned to the work order.  This is mainly for tracking of the WO.
13.	Quantity to Produce	Quantity produced	Yes	FG that needs to be produced.
14.	BOM	BOM identification number	Yes	BOM ID for the Finished Goods. The Application will check this BOM ID to the last line of the WO Routing ID to ensure that it matches to each other.
15.	BOM-UOM	Unit of Measurement for BOM	Yes	It is the UOM for the particular Bill Of Material (BOM)
16.	Operation ID	Operation identification number	Yes	It is the unique identification number given to identify different operations in the work centre for that WorkOrder.
17.	Work Centre ID	Work Centre Identification Number	Yes	Work center where this operation happens.
18.	Tools ID	Tools Identification Number	Yes	It gives unique number to identify the appropriate tool which is being used for an operational activity. Tools are used mainly in Injection Molding or Press tools etc. It helps to capture, how much production done and when to do the Tool Maintenance work etc.
19.	Finished Good ID/WIP	FG ID / Semi FG ID	Yes	It’s the FG or Semi FG that’s produced in this operations.
20.	UOM	Unit of measurement	Yes	UOM ID.
21.	BOM to be Used	Bill Of Material	Yes	It gives us which BOM is to be used to the particular Finished Goods to produce.
22.	Time (Hrs)	Time required for producing the Finished Goods	Yes	Its gives us the total time required for producing the Finished Goods. It gives the operational time consumed for producing the Finished Good.
23.	Move FG ID/WIP	Maintain Stock	No	Its always important to keep the Stock of the items that are produced.  If its “Yes”, the stock is maintained and you need to enter FG ID and BOM related to the same. In Few cases, customer wants to capture the process and efforts, but not the physical stocks. Then set “NO”.
24.	Move to Next Operation	Transfer to next Operational step	No	Normally, when a Semi FG is produced its sent to STORES DEPARTMENT and then we again receive it through MATERIAL REQUEST FORM (MRF) process.  In case, you want this Semi FG to move to next Operation automatically, then select this.
25	Subcontract Operation	Set the value to Yes / NO	No	In case, you want to send this stage RMs to subcontractor to assemble and send back, the enable this flag = YES.  Else keep it as it is.
26.	Yes, want to generate child WO			In case, you want to create Multiple WO for each Routing Operations, then enable this flag = YES. So that you will have each Operation, one work order. Else keep it as it is. Settings to be done for each ROW with BOM IDRouting id.Set above 2 parameters into PRODUCT MASTER.

Created WO view

The Work Order shows the complete details at one Place.

1. Operations to be handled.
2. What are the Semi Finished goods expected from each operations.
3. Any operation to be sent out for the Subcontracting or not?
4. MRF – Materials request forms – Request RM from Stores to production locations.
5. Report Production and receive the Finished goods.

A consolidated operations can be done at ONE PLACE.

Tags Create work order, Production Order, Work Order