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.