Work Orders associated with a Sales Order
Work Orders are used to manage the production of Assemblies. If you enter a sales order for an assembly that you do not have in stock, this lesson will show you how to auto-create a Work Order to build it.
There are three conditions that must be met for this feature to work:
- Include in Auto Work Order setting must be enabled on the Product record.
- The Sales Order line item must have a backordered quantity > 0.
- The Sales Order must be in Committed status.
Note: Processing the Work Order does follow standard rules (e.g. must have enough components to build the assembly).
If you're looking for instructions on auto-build assemblies, see HERE. These types of assemblies are created on-the-fly during Sales Order entry, not via Work Order.
1. Setup
1.1. Enable the Assembly to be included in Auto-Work Order
Navigate to the assembly's Product record and go to the Bill of Materials tab.
-
Include In Auto Work Order: Check this box to be able to create Work Orders from the Sales Order action menu.
- One Work Order Per Line Item: If you are selling 5 units, this will create 1 Work Order to build all 5 units.
- One Work Order Per Unit: If you are selling 5 units, this will create 5 Work Orders (i.e. 1 Work Order for each unit).
- Create Sub-WO: If the Assembly includes any Sub-Assemblies, then checking this box will create work order(s) for sub-assemblies. This only goes one level deep. Nested sub-work orders will not be created automatically.
- Default Assembly Warehouse: This is the warehouse that will be assigned to work orders by default. If this is blank, then the Sales Order warehouse will be used.
1.2. Create a Sales Order that includes the Assembly item
To generate the Work Order, the assembly line item must have a BO Qty > 0 and the Sales Order must be saved in Committed status.
The BO Qty will be the build quantity for the Work Order.
2. Generate the Work Order
Highlight the Sales Order, open the Action Menu and select Create Work Order(s)
2.1. Confirmation
After you approve the "Are you sure ..." prompt, you'll see a feedback dialog confirming the work order was created.
Finding the Related Work Order
Once you've generated the Work Order, you can find it by using the cross-reference tool.
- Leave the sales order window open with the order highlighted.
- Navigate to Warehouse Management ➤ Work Order.
- Cross-reference from the Work Order window to the Sales Order window.
- Click the Find button and the Work Order will be displayed.
The Work Order will be created as of the Order Date and will be saved in Planned status. From this point, all usual rules about processing Work Orders will apply.
3. Filling a Sales Order from a Completed Work Order
When the Work Order is complete/RTP and the finished good is added to inventory, the associated Sales Order (or Back Order) can be filled automatically. If the user selects "Yes" in the below dialog, the system will update the Qty Ship on the Sales Order (or will fill the Backorder, if the original sales order has been posted).
This bypasses the Qty Reserve system so the inventory is not allocated to other transactions.
This is controlled by a setting in Administration > System Configuration > Work Order. Find the setting for Auto-fill related Sales Orders and set it to Ask in order to see this dialog, set it to Always to auto-fill the orders without seeing this dialog or set it to Never if you don't want to fill the order.
