Creating and updating manual work orders

  1. Select Manage Work Orders, and click Create.
  2. Specify this information:
    Company
    Select a company.
    Location
    Select a valid stock location. It is also the production facility where finished goods are produced for work orders.
    Work Order
    Select a work order. This field identifies the work order and can be automatically assigned or manually assigned, depending on the option defined for each production (inventory) location.
    Item
    Select an item.
  3. Use the Finished Goods tab to specify information that applies to the production of the finished good on this work order. The estimated and actual costs are displayed for components, packaging, burdens, and total unit cost. Specify this information:
    Production Start Date and End Date
    Specify the production start and end dates for the work order.
    Date Needed
    Specify the date required for the finished good.
    Plan Quantity
    Specify the planned quantity for the finished good being produced by this work order.
    Production Credit Account
    Select a production credit account unit to record credit to a production facility for finished goods produced.
    Burden Absorption Account
    Select a burden absorption account unit to record burden expenses associated with a production facility.
  4. Use the Burdens tab to specify information for burdens associated with this work order or to create a new burden. You cannot assign a burden to a work order with an unreleased or released status. Specify this information:
    Code
    Select the burden code. The burden code identifies a burden that has cost and rate information that is used to determine costs and inventory item costs that are associated with a production process.
    Flat Amount
    Specify the estimated amount for flat amount burdens.
    Amount Per Unit
    Specify the estimated amount per unit used in the calculation of per finished good burdens and per burden unit burdens.
    Alternate UOM
    Select an alternate unit of measure.
    Quantity
    Specify the quantity used.
    Multiplier
    Specify the actual multiplier used along with actual amount per unit and actual quantity for calculation of per burden unit burdens.
    Percent
    Specify the estimated percentage. This is used along with inventory cost for the calculation of percentage of inventory cost burdens.
    Vendor
    Select the vendor.
  5. Use the Components tab to specify information for components that are used to create the finished good for this work order. Specify this information:
    Item
    Select the component item.
    Location
    Select the inventory location from which the component is taken or the offsite location for offsite components.
    Type
    Select the component type. The component type specifies the component as an inventory component that is used in the production of the finished good, a packaging component, an offsite component, or a rework component.
    Planned Quantity
    Specify the planned quantity for a component on a work order.
    Waste
    Select the Waste quantity information for this component. This is the cost of damaged or discarded components that are expensed and are not used as part of the cost of goods sold.
  6. On the Byproducts tab, select the defined product.
  7. On the Comments tab, attach assembly instructions or add other comments.
  8. Click Actions > Save.
  9. Click Actions > Release.