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 Sales Order method: building stock based on the requirements of existing Sales Orders.

Open the Works Order Creation Wizard and select Sales Orders 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 Sales Orders you wish to work with.

The search operator enables you to specify how the search criteria is applied when selecting the Sales Orders.

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

Enter the search criteria to be met by the Customer for which the Sales Order has been raised. This can be done by specifying an account code or a Sort key and may result in locating Sales Orders for a single Customer or a range of Customers.

You can also locate Sales Orders based on the Stock Allocation priority of the Customer so that your high priority Customers get their orders filled first.

Enter the search criteria to be met by the Sales Order. This can be done by specifying a range of Order numbers or dates, or by selecting Orders with a specific status, batch reference or entered by a specific User.

Enter the search criteria to be met by the Stock item for which the Sales Order has been raised. In addition to Stock Code and Sort keys, search criteria can be entered to retrieve Sales Orders for Stock items that are produced on a particular route.

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.

Sales Orders on which the Sub Analysis code has been left empty, will be ignored if search criteria is entered on this tab card.

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

A message will pop-up if no matching Sales Orders are found.

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

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

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

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

These are used to move through the wizard.

This can be used to cancel the process and close the wizard.