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This page outlines the process for creating and managing Work Orders derived from Sales Orders, for "Make to Order" and from Supply Planning "Make to Stock" workflows.

1. Creating Work Orders from Sales Orders

  • Top-Level item Items: Work Orders are created from Sales Orders generated as special “Make to Order” work orders.

    Create One Work Order for Qty

    "Make to Order" linked to Sales Orders.

    • Lead time for all top level items = 3 Days

    • Manufacturing Start Date = End Date - Lead Time

  • Quantity: Each Work Order is limited to a quantity of 1

    • Maximum Qty is set up to 1 on the SKU).

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2. Inventory Allocation & Picking Preferences

  • Picking: Do not Enable Pick enable picking directly on the Work Order. Replenishment movement is much preferredUse replenishment movements instead.

  • Inventory allocation on Work Order Allocation: The feature is enabled.

    Top Levels items are serialized.

    For Yakta,

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3. Serialization Process for Top-Level Items

  • Top-level items require serialization:

    • Yakta: Automatically assign the next available serial number when a work order the Work Order is created.

    • For Arrowquip, scan Arrowquip: Scan and assign a new serial number on in the Production Journal.

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4. Output

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Bin Configuration

  • "Make to Order" Work Orders:
    If the Work Order is tied to a Sales Order, set the Ship Bin as the Output Bin in the Work Order header.

  • For “Make to Stock” Work Order, populate

    "Make to Stock" Work Orders:
    Use the default Output

    bin on Work order

    Bin in the Work Order header.

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5. Posting Output for Serialized Items

After completing production and posting the output for

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top-level serialized items

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:

  • Allocate the inventory back to the Sales Order without Serial Noassociating it with a specific serial number.

  • This

    will allow the company to assign

    ensures flexibility in assigning the serial number to a different

    sales orders.

    Use Sales Order if needed.

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6. Advanced Planning for Multi-Level Work Orders

  • Utilize Supply Planning to suggest 2ndadditional Work Orders for second-level or 3rd level Work Orders.third-level components as needed.

    • Filter by category such as Laser, Saw Cut, etc

Production Planner

  • Will Continue to use Google Sheet to manage Production Schedule

    • Production Planner adds work orders for top level items

    • Schedule is broken grouped by weeks and broken out by date.

    • For Example:

      • On October 21st, 8 items will start being produced on the Chute Production Line

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