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Stock Recommended Levels - Suggested Works Orders

Stock Recommended Levels - Suggested Works Orders

This is the sixth window of the Works Order Creation Wizard when the Stock Recommended Levels method has been selected. See New Works Order.

On this window you can view the Works Orders, suggested by the system, based on the stock requirements you have entered in the wizard.

The different products you have selected will be listed together with the suggested Works Orders.

These are the top level works orders that are required to meet the suggested quantities. Any child (lower level) works orders that are required to build the components needed for the top level orders will also be created but are not listed in the wizard.

This is where you have the final say on which Works Orders are created. You can untick both individual Works Orders and entire Stock items, to prevent the Works Orders from being generated.

Review the suggested Works Orders and press Create.

See also: Search Criteria, Suggestion Rules, Supplementary Information, Suggested Quantities, Action Report

Suggested Works Orders

The detail of the suggested Works Orders is displayed in tabular format. The quantities can be amended, enabling you to alter and set the values against the individual Works Orders.

Build

This is the quantity to be built.

Against the Stock item, this is the total of the suggested Works Orders.

Against the suggested Works Orders, this will be the quantity for which the Works Order should be created.

This quantity can be increased or decreased.

Setting the build quantity of a Works Order to zero will have the same result as un-ticking the line; the Works Order will not be generated.

Sort Key

A Sort Key can be entered for the new Works Orders that will be created. This will help you to locate the Works Order for tracking and when viewing in the Works Order Enquiry windows.

Route

This is the route that will be taken by the Works Order once put into production. The route can be changed but only valid, existing routes can be entered. If an invalid route is entered, a pop-up list of routes will be displayed enabling you to select a valid route with a double click.

Start Date / End Date

These dates have been estimated from the information held on the Route record and the dates entered in the wizard.

Both dates can be amended. The start date cannot be later than the end date. If you enter a date earlier than today's date, you will be prompted to confirm that this is correct.

Priority

This is the Production Priority entered on the Supplementary Information window and assigned to all the Works Orders. The value determines the priority of the order for component stock allocation.

This value can be changed for individual Works Orders. Numbers range from 1 to 99, with the lower numbers indicating a more urgent requirement.

Notes

Here you can enter notes to be stored with the Works Order when generated.

Command buttons

View Kitting List

This report will list the components required for the Works Orders together with information about the components that are available to allocate to the Works Orders. It also details how many of the required quantity can be built from the current stock holding of components.

The Back button, at the foot of the window, can be used to move back to previous windows.

If you use the Back button and then return to this window, the list will be rebuilt and any changes you had made to the selections will be lost.

This is based on the assumption that you moved back through the wizard to amend the selections you made previously or add supplementary information.

Create

When you have reviewed the suggested Works Orders, press this button to create them.

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

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