Work Orders associated with a Sales Order

Work Orders are used to manage the production of Assembly type items in AcctVantage. If you enter a Sale for a finished good that you do not have in stock, this lesson will show you how to get a Work Order in the queue to build it!

There are a couple of conditions that must be met for this feature to work:

  1. The Include in Auto Work Order box must be checked on the Product record.
  2. There must be a Sales Order with a Backordered quantity.
  3. The Sales Order must be in Committed status.

1. Enable the Assembly to be included in Auto-Work Order

Navigate to the Bill of Materials tab on the Product record for the Assembly.

  • Include In Auto Work Order: Check this box to be able to create Work Orders from Sales Orders.
    • 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 (1 Work Order for each unit).
  • Create Sub-WO: If the Assembly includes any Sub-Assemblies, then checking this box will create WO's for the Sub-Assembly Products along with the Parent Assembly.

2. Create a Sales Order that includes the Assembly item

You may generate a Work Order from a Sales Order for any Assembly item that is Backordered (i.e. not in stock). The BO quantity is the build quantity for the Work Order.

3. Generate the Work Order

4. Confirmation

Once you've generated the Work Order, you can find it by using the Cross-Reference search in the Inventory > Work Orders screen.

Finding the Related Work Order

Once you've generated the Work Order, you can find it by using the Cross-Reference search.

  1. Navigate to Inventory ➤ Work Order.
  2. Cross-reference from the Work Order window to the Sales Order window.
  3. Click the Find button. The Work Order created from the Sales Order will be displayed.

5. Filling a Sales Order from a Completed Work Order

Filling a Sales Order from a Completed Work Order

When a Work Order is complete and the finished good added to inventory, the associated Sales Order (or Back Order) can be filled automatically. If the user selects "Yes" in the above dialog, the new stock created by the Work Order is automatically used to update the Qty Ship (unshipped non-posted Sales Orders) or used to fill the Back Order record for the original Sales Order. This bypasses the Qty Reserve system so that the new units are not allocated to other transactions.