A sequential number assigned for the order being produced. Example: W0112007 W - work order, 01 - 2001 current year, 12 - 12th month, 007 - 7th order in the month.

Defaults to today’s date.

Due date the target date to complete the work order requested by the Customer for make to order items or by production personnel for make to stock items.

This date defaults to the Sales Order Due Date less the work Order Lead Time in Application Preferences. It is the default date for all purchased items to arrive by. The date can also be modified by the scheduling system based on priorities and due dates of all work orders.

Can be input if customer assigns a project number. Used for tracking purposes. This is an optional field.

The purchase order number that has been provided by the customer. Defaults from order entry.

User defined stat codes which are either generic (common to all modules) or assigned to the work order module.  Stat codes can be used for filtering the work order number combo.

Indicates the approval status of the work order.  Approved work orders cannot be modified.  Work orders are approved automatically once all work order details are completed.  The work order can be manually approved by clicking the Yes radio button.

Combo containing the make items setup in the system.  Type or select an item number to add the item to a work order.

Revision of the item on the work order detail.

The description of the item on the work order detail.

If the item is a configured item, the description returned by the configurator is displayed in this field.

The date on which production will begin on the work order detail item.

The date by which production must be completed for the item on the work order detail.

The quantity of the item on the work order detail to produce.

The quantity of the item on the work order detail which has been completed to date.

The unit of measure the order quantity is expressed in.

The level of importance assigned to the work order detail.  Used by the Scheduling module.  5 = regular priority, 1 = highest priority.  The default priority is 5.

A stat code which can be assigned to the work order detail.

Used by the Scheduling module.  Forward creates the schedule moving forward from today's date.  Backward creates the schedule moving backward from the due date.

Production comments which can be assigned to the work order detail.  The comment will appear on the standard work order pick list.

Opens the file attachment dialogue which enables the user to attach a document to the work order detail.

Rack location the work order detail item will be inserted into when the work order detail is completed.

The bin location the work order detail item will be inserted into when the work order detail is completed.

An additional comment field which may be assigned to the work order detail.  This field does not appear on standard system work order reports.

Populated by the Scheduling module.  The date the work order detail has been scheduled for completion.

If the item is lot or serial tracked, the lot or serial numbers can be pre-assigned via the Lot Serial Split form.  The lot or serial number will then be displayed in this field.  Alternatively the user can manually replace system generated lot or serial numbers with custom numbers.  See Lot or Serial Tracked Items for additional information.

The name of the customer the items on the work order are being made for.  If the work order is generated from a sales order the customer will automatically be displayed in this field.  If the work order is an in house work order created to replenish stock, the customer field may be left blank.

The number assigned to the customer displayed in the Customer field.

The sales order the work order has been created for.  If the work order was generated from the sales order module the sales order number will be automatically displayed in this field.  A work order can also be created for a sales order in the work order module by selecting a sales order number from this combo.

The employee who created the work order.

Indicates if a material requisition has been generated for the work order.

Populated by the Scheduling module.  The scheduled start date for the work order.

Populated by the Scheduling module.  The scheduled completion date of the work order.

Populated by the Data Collection module.  The date of the earliest data collection record.

The date the entire work order was completed.

This box list all material transfers (material allocations) which have been created for the work order.  Clicking on a transfer number will open the transfer in the inventory transfer module.

If a job costing document is linked to the work order the job costing document number will be displayed in this field.  Work orders may be assigned to job costing documents via the job costing module or by selecting a job from the job no combo.

Indicates where the work order was generated from.  eg: Sales Order

Used for reference notes.

Work Order header comments.  Used for comments which apply to the work order as a whole.  Appear on standard work order reports.

Can be used to designate the employee responsible for the work order.

Combo populated with the Job Cost Categories which have been defined in the system.  Used for custom reporting purposes.

Check the Yes radio button if the customer is supplying their own material.  Used for custom reporting purposes.

User defined work types used to categorize work orders for custom reporting purposes.

The date the work order was revised.

Select yes if the work order is reworking a previous work order.  Used for custom reporting purposes.

The date the work order was rescheduled.

Select a pre-defined reason why the work order was rescheduled.  Reason codes can be defined via the Reason Codes Lookup or by simply double clicking the reason code field and typing a new reason code in the pop up field.

Enter additional comments further explaining the work order rescheduling.