Description

This article explains how to create, pick, build and receive WorkOrder/s from Sales Order/s.

Detail Steps

  1. Login to WMS

  2. Go to the Sales register

  3. Create new Sale or select existing Sale

  4. Highlight Sales Order > right-click > select "Create WorkOrder/s" 

5. Choose All Builds or NSA Items Only

6. Jump (Ctrl + J) or go to Assemblies register or Right-click on Sales Order > Show linked Orders (Ctrl + K) and proceed with Picking, Built and Receiving.

This action will jump to the Assemblies register and show all linked WorkOrders.

They are all linked to the Sale with the same Reference number = Sales Order Number.

Once WorkOrder Build and Closed will create a linked Receiving entry.

From the Assemblies register, if you select any WorkOrder, you can jump (Ctrl + J) to Sales Order. Sales Order is linked to WorkOrder.


To Quick Create, Build, Receive and Allocate Workorder/s from Sales Order/s:

  1. Login to WMS

  2. Go to the Sales register

  3. Create new Sale or select existing Sale

  4. Select Sales Order > right-click > select "Quick Build to Sales Order(s)" 

5. Select to build ALL Builds or NSA items Only. This option will fulfil Workorder to Sale.

6. This action will group all Builds, create WorkOrders, Quick Build, Receive and Allocate to Sale.

One function will fulfil all Builds in Bulk. There is no need to Quick Build them or Receive them separately unless one or more components was NSA.

WMS will auto-fulfil all available WorkOrders. However, if some components on WorkOrder/s are NSA, then these should be finalised manually.

7. Jump (Ctrl + J) or go to Assemblies register or Right-click on Sales Order > Show linked Orders (Ctrl + K).

This action will jump to the Assemblies register and show all linked WorkOrders.

They are all linked to the Sale with the same Reference number = Sales Order Number.

8. WorkOrders already auto-created and Build

9. Select WorkOrder and jump to Receiving register. Receiving entry linked to Assemblies entry and Assemblies entry linked to Sales Order. 

WorkOrder/s is already Quick Received and Allocated to Sale.

How to assign batch serials for WorkOrders:

There are a couple of ways to manage batch numbers and link to the Sale.

a) If you Create WorkOrder from Sales Order, this creates an instant link of your Built Items with the assigned batch number.

b) Create a new Workorder (not linked to any particular Sale) and select your batch number via the Picking or Receiving screen.

Note!

On the WorkOrder Pick screen, after you enter your unique batch serial number, jump to Receiving Entry and make sure to untick (if ticket) "Use Batch serial number per receive line".

  • Then the system will apply your selected batch number that you have entered via the Pick screen. Otherwise, the system will auto-generate a new batch number.

Assemblies Workflow