Manufacturing > Work Order Transactions > Create Work Order > Set Up Work Order Parameters

When saving the work order, you may specify the starting work order number you want to assign to the work order(s) you create. Click the Save button in the Transactions toolbar to display the Work Order Transaction Save window. After saving the work order(s), you have the options to print the work order, the routing slip, or the pick list for the work order transaction(s) being saved.

To save a work order, perform the following procedures:

1.If the Automatic checkbox in the WO Numbering area was not marked in the MA Module Setup function, follow these steps:

1.1. Enter the Work Order number in the Starting WO # field.

1.2. Click the Save button to save the work order; otherwise, click the Cancel Save button.

Notes:

•Each master item # entered in the work order will have its own separate work order #. For example, if there are two master items entered in the Line Items page, then, the system will save two separate work orders; that is, one for each master item.

•If there are two or more work orders created during the save process, the Ending WO# field will display the number of the last work order.

•If WO Numbering in MA Module Setup is set to Automatic, the system will automatically assign the work order number(s) using the value from the Next WO #. Both the Save and Cancel Save buttons will be disabled.

2.Depending on the printing parameters defined in MA Module Setup, select any of the following options:

oWork Order

Select this option if you want to preview, print, email or export the Work Order transaction(s) you just saved.

oRouting Slip

Select this option if you want to preview, print, email or export the Routing Slip.

oPick List

Select this option if you want to preview, print, email or export the Pick List.

3.Click any of the applicable buttons:

oPreview

Click this button if you want to view how the Work Order, Routing Slip, or Pick List will look when printed.

oPrint

Click this button to print the Work Order, Routing Slip, or Pick List. You may also print the reports at a later time using the Print Work Order, the Print Routing Slip, or the Print Pick List function in the Reports menu.

oEmail

Click this button if you want to send the selected report as an attachment to an email. Click the List box button beside the Email button and choose the preferred output file format. The supported formats are Acrobat (PDF), Microsoft Excel (.XSLX), and Microsoft Word (.DOCX).

oExport

Click this button to export the selected report. Click the List box button beside the Export button and choose the desired output file format. The supported formats are Acrobat (PDF), MS Excel (.XSLX), and MS Word (.DOCX).

oNew

Click this button to return to the main Work Order function screen and create another new work order transaction.

o[X] Close

Click this button to exit the Work Order Transaction Save window.

Save the Work Order

Save the Work Order

See Also