Selecting this option opens the Works Order Control window. It is from this window that Works Orders, created using the wizard and through Sales Order Processing, will be amended, progressed and completed.

The Works Order Search window is opened alongside the Works Order Control window.

The Works Order Search window should be used to locate and display the Works Orders with which you want to work.

When Works Order Control is selected, the Works Order Search window will be opened alongside the Works Order Control window.

Enter the criteria to be matched by the works orders and click Display to apply the search and display the matching records in the Works Order Control window.

You can click the Display function to list all existing Works Orders or you can limit the records that are retrieved by entering search criteria into the search fields before selecting to display.

Enter the selection criteria you wish to use:

Customer and Sales Order No. - you can select to display works orders that are associated with a Sales Order by entering Customer selection criteria or Sales Order numbers if known.

You can select to display specific works orders by entering Works Order numbers, a Production Sort Key or Production Priority.

By entering a Product code, or range of codes, you can select top level Works Orders for that assembly stock item.

The Stock Sort Key and Stock User Keys can also be used to locate works orders for particular stock items.

You can also search by Work Order production details including: Start Date; Finish Date; Route and Stage.

The Set search default menu enables you to pre-set the search operator. The menu includes Range; Begins; Contains and Equal. If the selected operator is not available for the field then it will not be set.

Click the Clear function to clear the values you have entered.

Click Display to apply the search and display the matching records in the Works Order Control window.

The toolbar actions can be applied to the top level Works Orders in the top pane and to the Child Works Orders and Components in the lower pane.

It is important that you select the line to which the action is to be applied before clicking the toolbar function.

When a line in the upper pane is selected, the background of the upper pane will be white and the background of the lower pane will be pale grey.

When focus is transferred to the lower pane by selecting a line there, the background colours will be reversed.

The Works Order Control window is populated by entering criteria in the Works Order Search window and clicking Display.

The window is split into three sections:

Multiple lines can be selected in the lower pane by using the <Shift> or <Ctrl> keys when selecting the lines.

The colour coding of the lines in the lower pane combined with the functions and status codes will help you to identify the stage of processing that a works order has reached. Follow this link to see a key to the contents of the lower pane.

Opening the 360 pane will also provide you with information about the stage of processing of the selected works order. The 360 window can be left open at the side of the Works Order Control window and will be refreshed to display each Works Order as it is selected.

The Works Order values are displayed in the status bar at the foot of the window: Estimated Cost; Actual Cost and Cost to Complete. The button alongside the Estimated cost will open the Works Order Valuation window.

The pane displays both content and structure by using indentation.

The display will include components, child (lower level) works orders and the components of those lower level works orders.

The colour coding of the lines in the lower pane combined with the functions and status codes will help you to identify the stage of processing that a works order has reached:

Green - sufficient stock is available to fully issue the components to the works order, action is required.

Orange - some components are available and a partial issue can be made, action is required.

Black - no component stock is available for issue to the works order, no action.

Grey - components have been issued, no action is required.

This contains the component stock code and description. If there is a child works order to build the component, this will be indicated in bold text with the works order number preceding the stock code and description.

This component has been flagged as a Labour element on the Bill of Materials.

This component has been flagged to be issued automatically (back flushed) to the parent works order on completion of the build. The back flush flag is also set on the Bill of Materials.

The Request to Purchase has been created/ converted to a Purchase Order. The order information can be viewed on the Supplementary Information pane of the Works Order Enquiry. Opening the 360 pane will also provide you with information about the stage of processing of the selected works order. The 360 window can be left open at the side of the Works Order Control window and will be refreshed to display each Works Order as it is selected.

The display is staggered, the issue status for child works order is nearest the left; the issue status for the components is indented to the right.

F - Full quantity can be issued

N - No quantity can be issued

P - Part quantity can be issued

C - Completely issued

W - Work in progress

Quantity - the number of each component that is required to build the works order requirement quantity.

Issued - the quantity of each component that has been issued to the works order.

Allocated - the quantity of each component that has been allocated to the works order.

Needed - the quantity of each component still to be allocated and issued.

Available - the free stock that is available for allocation and issue.

Possible - the quantity that could be issued, up to a maximum of the required quantity.

On Order - the quantity that is on order in.

Free WIP - Work in progress from other works orders that has not been allocated to another Works Order or to a Sales Order.

Latest Stage - Not a quantity but the current stage of building. Available for child works orders only.

The following Works Order values are displayed in the status bar at the foot of the window.

Estimated Cost - The total cost of the components at the time the bill of materials was copied into the works order.

Actual Cost - The cost of components issued to the Works Order less the cost of issues that have been reversed.

Cost to Complete - Estimated cost less Actual cost.

The drill button alongside the Estimated Cost opens the Works Order Valuation window, where the material and labour elements are displayed separately.