Work Order Assembly Process feature

Introduced in: AV 2015.1.1.5

The goal of this feature is to help you organize the steps (i.e. the process) that you use as components are assembled into a finished good Assembly. This "Process" is carried alongside the Bill of Materials. This is optional to use; you aren't required to use the Process feature in order to use Work Orders.

To summarize, you will define the Process in the same place you define the Bill of Materials (on the Product record). When the Work Order is created, the Process is transmitted to the Work Order in the same way as the Bill of Materials. Once the Work Order is created there are additional things you can do with the Process. Steps within the Process can be assigned to [or completed by] another user, the date/time started and completed can be tracked. There are short and long descriptions available for use, as well as a whole host of custom fields, dates and check boxes.

1. Set up the Process Steps for an Assembly Product

The first step to using this feature is to set up your Assembly Product records with their Processes. The first part of this article addresses the Product setup.

1.1. Open the Bill of Materials tab of the Product

Navigate to Inventory ➤ Products and open an Assembly-type Product record.

Select the Bill of Materials tab from the drop-down menu

1.2. Set up the Process Steps

  1. Once you're on the Bill of Materials page, click on the Process tab to begin.
  2. Click the + symbol to add a new step.

1.3. Add a new Step.

Begin entering the Process Information for the current Step.

The only required field is the Step Name. The rest of the fields are optional for you to decide how to use. The Sequence Number will be automatically assigned but the sequence of steps can be reordered if necessary. You can also add new steps at any time and place them in the proper place in the sequence.

Click OK to save the Step when you're finished.

1.4. Steps have been added.

When you're finished adding steps your screen will look similar to this. Click OK to save the Product record when you are finished.

  • If you need to delete a Step, highlight it and use the trash can icon to remove it.
  • If you need to reorder any Steps in the sequence, you can click and drag the step into a new location in the sequence.

2. Use the Process Steps on a Work Order

The second step to using this feature is to interact with the Process tab on the Work Order itself. If you've set up the Process on the Assembly Product, it will be transmitted to the Work Order alongside the Bill of Materials.

2.1. Create a new Work Order

Go to Inventory ➤ Work Orders and create a new Work Order for a Product you have created the Process Steps for.

Click on the Process tab.

2.2. The Work Order Process tab

The Work Order Process tab should look very familiar. It is almost identical to the Product Bill of Materials Process tab. The differences here are that you can Assign, Start, and Complete steps (see below).

You can also leave notes in these steps (double-click to open), create new steps (click the + symbol), delete existing steps (click the trash can icon) or reorder steps in the sequence (hold down the Alt/Option key to click and drag).

These Steps function very similar to how the Bill of Materials does. The standard Process always lives on the Product record just as the standard BOM does. What happens on the Work Order does not affect the standard data previously entered on the Product.

2.3. Change the status of a Step

As previously mentioned, you can Assign, Start, and Complete steps. To do this, just highlight the step you want to change the status of and click one of the appropriate buttons.

Note: By default, the dates will always be displayed as 00/00/00 and the times will always be displayed as 12:00 AM, prior to Starting or Completing a step.

2.4. Assign a Step to another User.

Click the Assign button and then you'll be presented with a list of employees to choose from. Highlight a employee and then click the Select button to assign the Step.

Assign a Step to another User.

2.5. Mark a Step as Started.

Click the Start button. You'll get a confirmation dialog; click Yes if you want to mark the Step as Started.

When you mark a Step as started, the Start Date and Start Time are tagged with the current Date and current Time (as indicated by the OS).

Mark a Step as Started.

2.6. This step has been Started and Assigned.

You can see the Date Started, Time Started and Assigned To fields are now populated.

Note: The instructions to Complete a Step are exactly the same as to Start a Step (click the Complete button and then confirm at the dialog; the Date Complete and Time Completed will be tagged with the current system date and time).

When you are finished with the Process tab you can either navigate to either of the Work Order Info or Other Info tabs, or you can click OK to save the Work Order.

3. Work Order Process printable form

  1. CLICK HERE to download a custom form installer for the standard Work Order Process form.
  2. Install the custom form:
    • Navigate to Administration ➤ Custom Forms.
    • Open the Action Menu and choose Import Custom Form.
    • Select the file you downloaded in #1 (it's named work_order_process.avf)
  3. Print the form:
    • Navigate to Inventory ➤ Work Orders and highlight a Work Order.
    • Click the Printer icon and then select the Work Order Process form.
    • Click Print and follow the print dialogs.

Here is an example of what the form will look like: