Work Order Management

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 Items: Work Orders are generated as special "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).

2. Inventory Allocation & Picking Preferences

• Picking: Do not enable picking directly on the Work Order. Use replenishment movements instead.

• Inventory Allocation: The feature is enabled.

3. Serialization Process for Top-Level Items

• Top-level items require serialization:

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

  • Arrowquip: Scan and assign a new serial number in the Production Journal.

4. Output 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.

• "Make to Stock" Work Orders:
  Use the default Output Bin in the Work Order header.

5. Posting Output for Serialized Items

After completing production and posting the output for top-level serialized items:

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

• This ensures flexibility in assigning the serial number to a different Sales Order if needed.

6. Advanced Planning for Multi-Level Work Orders

• Utilize Supply Planning to suggest additional Work Orders for second-level or 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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