Contents
- Getting Started
- Quick Start Guide
- Video Tutorials
- Operating Procedure Templates
- Sales
- Operations
- Sales Plans
- Requirements
- Job Cards
- Complete Works Order
- Pick Sales Orders
- Dispatch and Invoice
- Customer Receipts
- Send Purchase Orders
- Create Purchase Orders
- Receive Goods and Create GRN
- Process a Stock Invoice
- Process a Supplier Invoice
- Supplier Payments
- Create a Supplier Account
- Create a Stock and Order Item
- Manufactured Items
- Suppliers Tab
- Ad-hoc Purchases
- Expenses and Cash Purchases
- Payroll
- Frequently Asked Questions
- What should I do with my bank statements?
- How do I account for factoring?
- What should I do with supplier statements?
- How do I claim Expenses?
- When should I use Expense Claims rather than payments from a Director’s Loan account?
- How do I reclaim the cost of using my car on company business?
- Do I always have to create an Employee account?
- Which PAYE Tax Code should I be using for my employee payroll?
- Which National Insurance Category should I be using for my employee payroll?
- What is RTI?
- How do I check my VAT Return?
- When do I use Cash Sales rather than a normal invoice?
- How do I delete a sales order that is part complete?
- Do I credit or refund?
- How do I transact a VAT only purchase invoice or credit?
- Which Bank Account do I use?
- When do I use Asset Items?
- Which Customer VAT Type and Stock Item VAT Rate should I use?
- Implementation Support and Training
- Business Planning & Cashflow
- Part 1 Basic Principles
- Starting Up
- Starting Up – continued
- Starting Up – continued (2)
- Key Points
- The Matching Principle
- The Matching Principle continued
- The Prudence Concept
- Cash vs Profit
- Cash vs Profit continued
- Cash vs Profit continued (2)
- Cash vs Profit continued (3)
- Cash vs Profit continued (4)
- Cash vs Profit continued (5)
- Part 2 Pricing, Variable & Fixed Costs, and Simple Breakeven
- Part 3 Working Capital
- Part 4 Investment Appraisal and Simple Payback
- Part 1 Basic Principles
- Guide to ERP Software
Works Orders will generally be created either from the Sales Order when ‘Create Works Orders from this Order’ has been ticked or from ‘Create Planned Orders’ on the Requirements screen, but can also be created manually by clicking on Stock > Works Orders > New Order.
At this point the Works Orders show the Due Date specified on the Sales Order, or that specified when creating manually for the particular order item (a separate Works Order is created for each individual Sales Order item), but start and end dates are unplanned, so to set the planned start and end dates select the Works Order by ticking the box at the end of the appropriate line and click Edit Order.
Click on new process and create a line for each process required to complete this Order, or amend any existing process lines, add any ‘Notes’ to be shown on the Job Card, then click Update.
The Orders can now be sorted by Due Date, Planned Start, or Planned End Dates so that the jobs can be easily prioritised and there is visibility of jobs which need to start earlier despite a later Due Date because there is more work required to complete them.
Note: alternatively you can use Stock > Scheduling to plan the Works Orders.
To print the Order Job Card select the Works Order by ticking the box at the end of the appropriate line and click Print Job Card, print and attach any related documents/ drawings, and issue to production.
A more comprehensive guide can be found in the Video Tutorials section.
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