Work orders

• Reserve material on work order
• Unreservation of material
• Fix technologies on work orders
• Create CNC work order
• Replace product of work order item

Reserve material on work order

This action requires the "can reserve" permission

On work order's page in ERP, open the "Bill of materials" section of work order's items.

If the bill of materials is empty, we need to add some material first.

In the "Product" select form, we find the material we want to add/reserve on this work order item and enter the quantity of material to add to the work order. 

We then click the "Select serials" button, which opens a popup, depending on if the work order item is tracked by serials or not.

If work order product is tracked by serials, check the listed serials, you want to add this material to.

Click the "Add product" button. This adds the material to the work order item's bill of materials. The material's background is then colored yellow if it is on stock or red, if it is not.

Products in the bill of materials are color-coded, depending on their current reservation state: 

Not-yet-reserved material that has no stock is red.

Not-yet-reserved material on stock is yellow.

Virtually reserved material is blue.

Physically reserved material is green.

Before physical reservation, the added material needs to be virtually reserved. This "marks" some of the material on stock for this work order before the actual material reservation.

We can reserve one material at a time with the "thumbs up" button, or multiple by selecting their checkboxes and clicking the "Reserve" button.

Once the material is on-stock and virtually reserved, we can physically reserve it. To do this, we press the "Create reservation task" button on top right corner. This open a popup, where we select our user, set current date and then press the Create button.

For the task, other users can be selected, but then the task will be assigned to them. Likewise, a later date can be selected, but the task will not appear until the set date.

When the reservation task is created, navigate to the dashboard and start/open the reservation task, found under "My tasks". 

Once the task is competed, the material is physically reserved on the work order.

Unreservation of material

This task supports barcode scanner input.

On work order's page in ERP we click the "Barcode card" button. A barcode scanner-supported popup is opened, where we can start an unreservation by clicking the "Unreserve" button.

The "Unreserve" button creates and opens a new unreservation task.

To complete the task, the following data needs to be entered: 

• Select the product to unreserve from the work order.
• Enter the quantity of the product to unreserve.
• Select the warehouse location, where the product will be transferred after unreservation.

All of these fields can be entered by clicking on the data in the table.

After all the necessary data is filled out, click/scan the "Add" button. This will add the product to the unreservation list.

Unreservation task can be completed in 3 ways:

• Unreserve and remove from work order item bom
  • Perform physical unreservation of all material on the unreservation list and remove the material from the work order item's bill of materials entirely.

• Unreserve, create virtual reservation and go to reservation task
  
  • Perform physical unreservation of material on the unreservation list and remove set quantity of material from the work order item's bill of materials. Then virtually reserve the same quantity of material and open a new reservation task for it.

• Only unreserve
  • Perform physical unreservation of material on the unreservation list and remove set quantity of material from the work order item's bill of materials.

Fix technologies on work orders

When updating DNC work orders, you have different types of reservation technologies: Reservation&Cutting  and Reservation.

The difference between Reservation&Cutting and Reservation is in the way they reserve material.  Reservation&Cutting performs virtual and physical reservation, while Reservation only does physical reservation of  the material.

You should only use either Reservation&technologies or Reservation. Using both will result in an error.

Work order is completed and technologies stayed opened

Sometimes work orders are completed, but some of its technologies remain open.

When this happens, the work order needs to be unlocked, after which the unnecessary technologies can be deleted. Once the technologies are deleted, the work order should be re-locked.

Tasks can then be completed on the dashboard.

Create CNC work order

• Under work orders section click create new work order

• Select CNC work order for document type
• CNC proizvodnja for facility
• Search for product you want to produce
• Click add new
• Click save

If product does not have BOM, status will change to Waiting for review

Replace product of work order item

This action requires the "view work order items" and "update work order items" permissions.

Open the "Work order items" table. Set the "work order" filter and filter work order items by your work order (e.g. DN-01895-2026).

This filter will list all items of the selected work order.

Once the filter is applied, and only items of the selected work order are shown, select the work order item, whose product you want to replace. The icon, which opens the edit form, will appear next to "Product" column name. 

When at least one item is selected, the "edit" button appears next to "Product" column name. This edit form can be used to update several (up to a 100) work order items at once.

After agreeing, that you understand you are updating (multiple) items, you can set the new product of selected work order item(s). Clicking "Save" will update all selected work order items.

This example updates 1 work order item, but you can update multiple items (up to 100 at once).

Keep in mind that this only replaces the product on the work order item. If the work order item has any serials, the product on those must be changes manually. Work order item's BOM (Bill of Materials) must be updated manually as well.