Selecting the New Works Order option will open the Works Order Creation Wizard. The purpose of this wizard is to assist you with the generation of Works Orders for your production schedule.

There are three methods of generating Works Orders, this topic describes the Stock Recommended Levels method: the system will recommend the quantity you should build to replenish the stock to Minimum or Maximum levels.

Open the Works Order Creation Wizard and select Stock Recommended Levels as the preferred method. Click Next.

The Next and Back buttons, at the foot of the windows, are used to move through the wizard. The Cancel button can be used to cancel the process and close the wizard.

See also: Suggestion Rules, Supplementary Information, Suggested Quantities, Suggested Works Orders, Action Report

On this window you should enter the search criteria to be used to select the Stock items to be considered for replenishment.

The window is split into 2 tab cards.

Stock Item

Enter the search criteria to be met by the Stock items. In addition to Stock Code and Sort keys, search criteria can be entered to retrieve Assembly Stock items that are produced on a particular route.

Only stock records containing a maximum and minimum stock level will be displayed.

Sub Analysis

This tab enables you to search for Stock items based on a Sub Analysis value. You might wish to use this if you are preparing to activate a build process for a specific location or other feature for which your stock items have a Sub Analysis e.g. colour of paint or dye, type of wood or other material.

When you have entered the search criteria, click on Next.

A message will pop-up if no matching Stock records are found.

Revise the search criteria and try again or exit the wizard by pressing Cancel.

If Stock records that match your search criteria are found, you will be moved to the next page of the wizard.

The search operator enables you to specify how the search criteria is applied when selecting the Stock records.

The operators include: Range; Begins; Contains; Equal.

The operator can be changed for individual fields by clicking in the operator menu alongside the field.

These menus may contain additional options if they are appropriate to the field they are associated to; Not Equal and Exclude may be available.

The system default is Range.

Set search default

This menu enables you to change all the field operators for the current tab card. Click on the menu to open it and select the default operator that you wish to use: Range; Begins; Contains; Equal.

The operator can still be changed for individual fields by clicking on the operator menu alongside the field.

The default you select will be saved with the field values when the Set as default command is used.

Set as default

Use this button to save the selections you have made as defaults for when you use the wizard again.

Clear

Use this button to clear all the fields and reset the search defaults to Range.

The Next and Back buttons, at the foot of the windows, are used to move through the wizard.

The Cancel button can be used to cancel the process and close the wizard.