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Creating a Work Order and Process Outside Services

Creating a Work Order and Process Outside Services

Owned by Scott Zhuo
Last updated: Jan 14, 2025 by Patricia Zhuo
4 min read

Overview

Once the Item Formula and Item Routings are set up, a Work Order for the finished product will automatically populate with the necessary components and outside services. This guide will walk you through the steps for creating a Work Order, processing an Outside Service Purchase Order, and completing the Work Order.

Steps to Create a Work Order

Open the App Launcher and search for Work Orders.

Create a Work Order for the Parent Item (Finished Good):

  • Click on New.

  • Fill out the Unit of Measure (UOM), Quantity, Starting/Ending Date/Time, and the Co-packer’s Warehouse as needed.

  • Confirm that the Work Lines are correctly populated with the Item Formula and Item Routing.

Note: If you need to use a different formula version, go to the Batch Manufacturing tab and select the desired version.

Processing Outside Service Purchase Order

Insert Requisition from the Work Order

  • From the Work Order, click on Insert Requisition.

Choose the Vendor and Create Orders

  • On the Requisition page, select the appropriate Vendor and verify the Order Date.

  • Click Create Orders.

  • The vendor name should automatically populate based on the default vendor for the Outside Service item. If the vendor field is blank, manually select the correct vendor.

Review and Print/Email the Purchase Order

  • Once the Purchase Order is created, navigate to the Purchase Order tab and select the Purchase Order you just created.

  • Print or email the Purchase Order to your vendor.

  • The Work Order No. and Finished Good No. will be listed in the description field of the Purchase Order.

  • You can customize the Purchase Order PDF as needed.

Create and Post Purchase Invoice

  • After receiving the Purchase Invoice from your vendor, click Create Invoice.

  • Review and update the Unit Cost on the Purchase Invoice, then click Post.

  • After posting the Purchase Invoice, the document status will update to Posted.

  • Click on the Purchase Line, then click on the Work Order field to return to the Work Order.

Update the Costing Section

  • After posting the Purchase Invoice, scroll to the Costing section in the Work Order.

  • The Capacity WIP will be updated to reflect the outside service cost, which will be included in the total cost of the Finished Goods.

Reporting Output and Consumption

Create Production Journal

  • From the Work Order, click Create Production Journal to report the output of the Finished Goods and the consumption of components.

  • Follow this guide to update and post Output Journals.

Post the Production Journal

  • After posting the Production Journal, scroll down to the Output section and click the Work Order field to return to the Work Order.

Update Material WIP

  • On the Work Order page, confirm that the Material WIP has been updated.

Finishing the Work Order

Confirm that:

  • All outputs and component consumption have been reported.

  • All Purchase Invoices for the Outside Service have been posted.

Once everything is complete, click Finish to close the Work Order and update the final Unit Cost for the finished goods.

By following these steps, you can efficiently manage Work Orders, process Outside Service Purchase Orders, and ensure that the costs are accurately reflected in GoldFinch.

 

 

 

 

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