Manufacturing > Work Order Transactions > Create Work Order > Create Work Order from Existing 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.

To expedite the creation of work orders in AccountMate Enterprise, you may copy a work order from an existing work order or sales order record. After you entered the warehouse information in the Warehouse field, the Copy button in the Transactions toolbar is enabled and clickable.

To create work order from an existing record, perform the following steps:

1.Access the Work Order function from the Order group in 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.

Notes:

•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.

3.Click the Copy button in the Transactions toolbar. The Copy Work Order window will then be displayed.

4.In the Copy Work Order window, select in the Source area either of the following options:

oWork Order

Select this option if you want to create a work order from an existing work order record.

oSales Order

Select this option if you want to create a work order from an existing sales order record.

Note: The Sales Order option is enabled only if the Allow Creation of WO from Sales Order checkbox is marked in MA Module Setup and the Sales Order module is activated.

5.In the Source Company field, enter the company from which you want to copy the work order. Click the List box button to select the company name from a list.

6.Depending on the option you selected in the Source area, enter the appropriate information in either of the following fields:

oWO #

Enter in this field the number of the work order that you want to copy.

oSO #

Enter in this field the number of the sales order that you want to copy.

Note: The Sales Order option is enabled only if the Allow Creation of WO from Sales Order checkbox is marked in MA Module Setup and the Sales Order module is activated.

7.Click the Copy button to proceed with the copy process; otherwise, click the [X] button to close the Copy Work Order window without copying anything.

Notes:

•You can set the copy options for creating work order from an existing work order in the Copy Options for Work Order Line Items area in the MA Module Setup function.

•You can set the copy options for creating work order from an existing sales order in the Copy Options for Sales Order Line Items area in the MA Module Setup function..