Work orders

Reservation of material

Example uses DNC-02264-2020

On work order's page in ERP we click the open the "Bill of materials" section of work order item.

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

Then we click the "Select serials" button, check the listed serials we want to add this material to and click the "Add product" button. This adds the material to the work order item's bill of materials.

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TIP: Unreserved material in the "Bill of materials" list is colored yellow, virtually reserved material is color blue and physically reserved material is color green.

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Once the material is added, we need to physically reserve it. To do this, we press the "Create reservation task"

button on top right corner. This open a modal, where we select ourselves and then press the Create button.

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With the reservation task created, we navigate to Dashboard and start the reservation task, found in the Tasks table. Once competed, the material is physically reserved on the work order.

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Unreservation of material

Example uses DNC-02264-2020

On work order's page in ERP we click the "Barcode card" button under work order's document number.

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This opens a modal, that can be used with the barcode scanner. For unreservation of material

we click the "Unreserve" button.

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Clicking the "Unreserve" button creates a unreservation task. You get automatically redirected to that task.

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On the task page, we fill out all the necessary data: 

TIP: All of these fields can be filled by clicking on the data in the table under the "Material on work order item" heading.

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Once all the necessary fields are filled out, click/scan the "Add" button. This will add the product to the unreservation list.

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To finish the unreservation task, we click the "Unreserve and remove from work order item bom" button. This will perform physical unreservation of all material that is on the unreservation list and remove it from the work order.