It will be necessary to issue the required components to a Works Order before it can be built.

Open the Works Order Control window from the Works Order Control option and use the Works Order Search to locate and display the Works Orders you wish to work with.

Issue Components

Before the production of a Works Order can commence, components must be issued. This can be done in total immediately or in part as the Works Order proceeds.

If the top level Works Order has any Child Works Orders then you must select them separately to issue the required components.

Both methods will result in the Issue Components to Works Order window being displayed detailing the components that will be issued and enabling you to add Project information if required.

Reference

Enter a date for the transaction and select the period to which it should be posted. Selection of a future year and period will be regulated by the Multi Period Posting options that have been set in the User profile.

Project Costing Defaults

A costing project and cost centre can be applied to all the components by entering the details here and pressing Apply to all.

Project and Cost Centre lists can be opened from the lookup button. Double click an item in the list to select.

Component list

Quantities required, allocated and available are detailed in the list of components.

The To Issue quantity will default to the quantity that can be issued at this time. This amount is dependent on existing allocations and available stock.

For all component types:

The To Issue quantity can be changed to part issue the components if required.

The Cost price is displayed alongside the quantity field.

If Update Stock to Nominal has been enabled, the Cost Analysis can be changed. A list of Analysis codes can be opened from the lookup button. Double click an item in the list to select.

Project and Cost Centre information can be entered or amended. Lists of codes can be opened from the lookup button. Double click an item in the list to select.

For Stock type components

Sub Analysis can be selected or amended. The lookup button will open the Sub Analysis window enabling you to select a value.

Serial Numbers can be selected or amended. The lookup button will open the Serial Number Selection window enabling you to select the required serial numbers.

When you have selected the components that are to be issued and have entered additional details such as Reference and Costing information:

Click OK to issue the components.

The components will be issued and the stock records updated.

The Picking List window will open to enable you to select options for printing the list.

Subtotal by You can select to subtotal the list by Works Order Number or Component.

Sort By The report can be sorted by Works Order Number; Component; Sub Analysis or Bin Number.

Tick box options enable you to:

When you have made your selections, click OK. A print output window will open to enable you to select a destination for the Picking List: Screen; Printer; File; Fax; Email. Make your selection and click Print.

A message will be displayed asking you if the Picking List printed OK.

If you select No, you will be returned to the Picking List Options window so that you can change your selections if necessary and print the list again.

If you select Yes, the Issue Components will close and you will be returned to the Works Order Control window.

A kitting list can be printed for the currently selected Works Order by clicking the function on the toolbar.

This report will list the components required for a Works Order together with the components that have been issued and allocated, and the quantities that are needed and available.

The kitting list will also contain details from the Works Order including start and end dates; quantity ordered; the selected route; the current stage and the quantity at the current stage.

The kitting list can also be printed from the Works Order Control window.