Overview
A Work Order is created by Material Requirements Planning as a planned Work Order (Status '1-Planned') or can be entered by the Planner. Entered Work Orders are created with the Status '2-Firm'.
IMPORTANT Due to Salesforce limitations, the Work Orders with serialized items for more than 1000 cannot be processed from the Classic Visualforce Page. Such Work Orders have to be processed using the Lightning Experience.
Navigation
Classic: Rootstock Site Map > Work Orders
Lightning: App Launcher > Work Orders App > Work Orders tab
Fields
Header
Division: The Division in which the Work Order is entered.
Target Site: This field indicates the Site in which this Work Order will be active. Defaulting to the Main Site, it can drive the source of the Routing and the location of consumable materials.
NOTE The user can edit this field value when the Work Order status is '1-Planned' or '2-Firm,' and the Work Order has no Operations or Components.
NOTE If the Work Order is created from a Sales Order Line, this field value defaults from the 'Issue From Site' of the Sales Order Line.
Order Number: This is the order identifier for this Work Order. If the Work Order was planned by Material Requirements Planning, it would be an all-numeric unique value auto-assigned by the software. When the Work Order is manually created, the Order Number must be prefaced with an alpha character to assure no duplication with Material Requirements Planning planned orders if the 'Auto Number Non-MRP Work Orders' flag is not checked on the Division Master Auto Numbering Tab. If the 'Auto Number Non-MRP Work Orders' flag is checked, the Order Number will be auto-assigned.
Item Number: The Item Number of the part, sub-assembly, or assembly to be manufactured, reworked, or refurbished on this Work Order.
Quantity Required: The total quantity to be manufactured on this Work Order.
Last Booking Date/Time: The last date and time that labor hours or machine hours were booked against this Work Order.
Due Date: The date the Work Order is due to be completed and the quantity on the Work Order available in inventory.
Status: Valid Work Order statuses are:
1 - Planned
2 - Firm
3 - Allocated
4 - Ready for Activity
5 - Pick List Records Generated
7 - Partial Receipt
8 - Receipts Completed
9 - Closed
Planner: The Planner responsible for the Parent Item being manufactured on the Work Order.
Project: The Project assigned to this Work Order when the Division is under Project Control. Material Requirements Planning will recognize this order as a supply for the stated Project only. When this Work Order is received into inventory, it will be stocked under this project identifier.
Project Change Code: When Project Charge Codes are active, select a predefined Project Charge Code consistent with the Project defined on the given Work Order.
Setting/indicators Tab
Rework: When checked, the Work Order is recognized as a Rework Order. Any components required (beyond the Work Order item to be reworked) must be manually added to the Work Order. Material Requirements Planning recognizes this type of Work Order as a supply. When created, the Work Order will have, as a component, the Work Order item to be reworked, as this item must be issued from inventory.
Refurb: When checked, the Work Order is recognized as a Refurb Work Order. A list of components used to build the Parent Item originally will be displayed on the Work Order (from which replacement parts required can be selected). Material Requirements Planning recognizes this type of Work Order as a supply.
Disassembly: When checked, this order is indicated as a disassembly work order. The result of the completion of a Disassembly Work Order is a set of components that may be salvaged and moved back into inventory.
Estimate Indicator: When checked, the Work Order is for estimation purposes only, created from a Rootstock 'Configured Quote'.
WO SO Link Indicator: This field is checked when the Work Order is created from a Sales Order Line.
Sales Order Line: Sales Order Line for which the Work Order was created.
Consigned: When checked, the Work Order is recognized as a Consignment Order. The receipt of the Work Order must be made into a Consigned Location ID and will be transacted at zero cost.
Archived: When checked, indicates that this Work Order has been archived using the Work Order Purge program when Work Order Demands and Operation details are serialized into the Work Order record. Although the Work Order Header is not deleted by it being archived, it will not appear in dropdowns.
Qtys & Hrs Tab
Qty Accepted: This value represents the number of units completed on the Work Order and received/accepted into inventory.
Qty In WIP: This value represents the number of units being produced on this WO that are still in Work in Process (not yet received to inventory).
Total Setup Hours Charged: This value represents the total Setup Hours reported (to date) from labor bookings against operations on this Work Order.
Total Labor Hours: This value represents the total Labor Hours that have been reported (to date) from labor bookings against operations on this Work Order.
Machine Hours: This is the total Machine Hours that have been reported (to date).
Total Run Hours Charged: This value in this field is the sum of all total run hours charged from labor bookings for this Work Order.
Additional Fields
NOTE These fields are not visible on the Visualforce page.
Total Scheduled Setup Hours: This field contains the total of the Scheduled Setup Hours (factored by the Setup Type) for all operations on this Work Order.
Total Scheduled Run Hours: This field contains the total of the Scheduled Run Hours (factored by the Run Type) for all operations on this Work Order
Dates Tab
Work Order Dates
Total Cost & Cost Details Tab
Work Order Cost and Quantity Summaries
Close Var(Variance) Tab
Work Order Variance Summaries
Effectivity Tab
Synchronize Effective Date to Revision: When checked, the Effective Date and the Effective Revision will be synchronized.
NOTE When the flag 'Default WO Sync Effective Date to Rev' is checked on the Division Master Misc (Miscellaneous) Tab, this flag 'Synchronize Effective Date to Revision' will be checked by default when creating a new Work Order but can be overridden.
Effective Revision: On a manually created Work Order, this is set to the Effective Revision for the Parent Item as of the Effective Date.
Effective Date: This date is based on the date the Work Order is scheduled to be picked. It determines which components will be extracted from the Bill of Material.
Lot Tab
Lot Number: When the Parent Item on the Work Order is Lot Controlled, this field is required prior to Work Order Receipt. This is the user-assigned Lot Number for the item being manufactured on the Work Order if the 'Manufactured Lot Auto Number Method' on the Division Master Auto Numbering Tab is not enabled. If the 'Manufactured Lot Auto Number Method' is enabled, the Lot Number can be auto-assigned based on the Work Order Number or the next in sequence. It is populated to the Work Order Receipt Transaction.
NOTE The 'Allow Lot to be Entered at WO Receipt' indicator on the Inventory Commodity Code Misc Tab on the Inventory Item Master Misc CC Override Tab controls when the Lot Number may be assigned. If the indicator is checked, the Lot-related data can be assigned during the Work Order Receipt process. If unchecked, the Lot-related data must be entered on the Work Order Lot Tab.
Lot Number Date: This is the date when the Lot Number was assigned to the Work Order.
Lot Expiration Date: This is the Expiration Date of the Lot Number assigned to the Work Order. If the User does not set this field, when the Work Order is received, the Expiration Date will be calculated as the receipt date plus the shelf life (in days) on the Parent item's Inventory item Master record.
NOTE To learn further details regarding Lot Tracked Items and how Expiration Dates are handled, see Expiration Behavior for Lot Controlled Items.
Misc Tab
WIP Account: The Work In Progress account for the Work Order.
Variance Account: The Variance Account for the Work Order.
Scrap Account: The Scrap Account for the Work Order.
Organizational Department: This is the Organizational Department associated with the Work Order if one is selected.
Number of Operations: Total number of routing operations in this Work Order (System Populated).
Operations Remaining: The number of operations remaining to be performed.
Last Operation: The Last Operation of the Work Order.
Alt Operation Code: The Alternate Operation Code selected for this routing. This may be blank.
Dimensions Tab
This tab displays the Dimension Values (1 – 8) selected for this Work Order. The number and description of available dimensions are identified on the Company Master Record.
SEE ALSO
Work Order Overview
Work Order Setup Requirements
Work Order Types
Work Order Actions
Work Order Transactions
Work Order Sources
Work Order Related Lists
Manufacturing Users
Expiration Behavior for Lot Controlled Items
Inventory Item Master Misc CC Override tab
Inventory Commodity Code Misc Tab
Time and Quantity Booking
Work Order Receipt
