New Work Order Window

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The New Work Order Window is accessed through the Purchase and Work Orders Window and clicking the Add button.  This window shows all Components in a Project and allows you to "tag" or select Components to appear on Work Orders to Workrooms. Once you have tagged the Components needed for a Work Order, you can print a copy of the Work Orders(s).  If the information on the Work Order(s) appears to be correct, you can then "Accept" the Work Order(s) and they will be processed into Design Manager.


new work order window


Date: This is the date that is printed on the Work Order(s) and upon which the Components on the Work Order(s) are considered ordered from the Workroom.


Pictures: Selecting the Pictures option will display the image loaded on the Item Window - Picture Tab in the header of the Work Order along with the image loaded on Component Window - Picture Tab for each Component within the Work Order.


Show All: By default, only Components that have not been previously included on a Work Order will be displayed.  Selecting the Show All option will display all Components within the Project that have a Workroom (Vendor) recorded on the Item Window - Workroom Tab. Components that are designated as Inactive or Complete will never appear on the Work Order Components Grid.


Tag: Click this button to open the Tag Components for a Work Order Window.  This window contains several options for Component "tagging" or selecting groups of Components to be included on a Work Order.  You may also tag individual Components by clicking the Tag column before each Component on the Work Order Components Grid.  For more information, see the Tag Components for a Work Order Window.


Advanced: The Advanced button opens the Project Advanced Options Window – PO/WO Tab where you can change the printing options for Purchase and Work Orders for this Project.  For a full description of the Purchase and Work Order options, see the Project Advanced Options Window - PO/WO Tab.


Work Order Components Grid: This grid displays ordering information from the Component Window.  The Tag column allow you to tag or select Components to include on a Work Order.  The columns on this grid are explained below:


Tag: Check the box in this column to "tag" or select a Component to be on the Work Order.


Already Purchased (Already Prchsd.): If the Component has already been included on a Purchase Order, then the Purchase Order Number and Ordered Date will be displayed in this column.  If a Component has been included on multiple Purchase Orders, only the most recent Purchase Order Number and Ordered Date will be shown.  When the Show All option is selected, Components that have already been purchased will appear to the bottom of the grid.


Reference Number (Ref. No.): This column shows the Component Reference Number.


Workroom: The Vendor Code and Name of the Workroom (Vendor) of the Item.


Description: A portion of the Component's Description is shown in this column.  Hovering the cursor over the Description will briefly display the entire Component Description for your reference.


Estimated Cost: The Extended Cost of the Component.  Only Components whose Vendor is the Workroom (Vendor) will have an Estimated Cost displayed as all other Components will actually be purchased from other Vendors.


Type: This column displays the Component Type for the Component.


Location: The Location Code and Name of the Item for which the Component is being ordered is displayed in this column.


Ship To: The Ship-To Code and Name to where the Component will be delivered which is usually the Workroom itself.


Ordered from Vendor: The Vendor Code and Name of the Component which is either the Workroom or a third-party Vendor.


Catalog Number (Catalog No.): The optional Manufacturer’s Catalog Number for the Component will be shown here.


Last Proposal Number (Last Proposal No.): The Proposal Number of the most recent Proposal upon which the Item was included.


Double-clicking a Component on the Work Order Components Grid will display the Component Window allowing you to easily make any necessary changes to the Component prior to ordering.


Printing Work Orders: Once you have selected the desired Components, click on the OK button to open the Generated Work Order Window from where Work Orders can be printed.