Manufacturing > Work Order Transactions > Create Work Order

The manufacturing process begins with a recognized need for manufactured inventory items. The need arises when you receive customer orders or when manufactured inventory items reach replenishment levels.

In AccountMate Enterprise, you must record the work orders to keep track of the inventory items requested for production and to manage labor resources, machine resources, work centers and materials needed to complete the production of an inventory item.

To set up work order parameters, perform the following steps:

1.Access the Work Order function from the Order group under the Transactions menu of the Manufacturing module. Click the New button to create a new work order record.

2.Enter in the Warehouse field the warehouse from which you obtain the component inventory items to process the work order and to which you store the finished item or product. Alternatively, you may click the Lookup button to display the Search window where you can select a warehouse code. The warehouse codes that will show in this window are those with active status and those the current user has access rights. Refer to the Access Restrictions section in Warehouse Maintenance for the details on warehouse access rights.

Various drillable fields, Lookup buttons, and Detailed Analysis buttons are available in this function window. When you click on any drillable field in this function window, the system automatically displays the corresponding Maintenance window. When you right-click or left-click on any Lookup button, the system displays the corresponding Full Search or Leading Search window. When you click on any Detail Analysis button, the system displays the corresponding Detail Analysis window. Nonetheless, there are exceptions such as the following:

•If the Inventory Control module is not activated, this field is read only and shows the default main warehouse.

•If the Inventory Control module is not activated, you cannot drill-down on the Warehouse and U of M fields. In addition, you cannot click their corresponding Lookup buttons as the Warehouse Maintenance and Unit-of-Measurement Maintenance functions are not available.

For more information about these drillable fields, Lookup buttons, and Detail Analysis buttons, refer to the Understanding AccountMate Symbols section.

3.If you want to copy data from an existing work order, click the Copy button in the Transactions toolbar. For more information, see the Create Work Order from Existing Work Order section.

4.Click the List box button beside the Status field and select the work order's status:

oPending

Select this option if you want to save the transaction but do not want to explode the work order or release it for further processing. You can amend the work order status at a later time.

oActive

This is the default option when creating a new work order. Select this option if you want to release the work order for immediate processing. Work orders that are assigned active status during save are exploded.

oHold

Select this option if you want to explode the work order during save but do not want to release the work order for further processing. You can amend the work order status at a later time.

5.In the Line Items page, enter the master items that you want to manufacture. For more information, see the Line Items Page section.

6.In the Information page, accept or enter the basic information about the work order and define the settings that the system uses when processing the work order. For more information, see the Information Page section.

7.In the Routing Steps page, review or amend the steps and default instructions for each step of the manufacturing process for the parent item selected in the Master Item # field. Refer to the Routing Steps Page section for more information.

8.In the Component Items page, review and/or amend the details of the components of the master item jobs in the work order. Refer to the Component Items Page section for more information.

9.In the Remnants page, review and/or amend the default remnants items information for the master item jobs in the work order. Refer to the Remnants Page section for more information.

10.When you are ready, click the Save button in the function toolbar to save the work order; otherwise, click the Cancel button to exit this function. For more information, see the Save the Work Order section.

Set Up Work Order Parameters

Set Up Work Order Parameters

See Also