Action Button

The Action button replaces the need to use right click to view additional menu options within works orders, however, the right click option still remains.

Source

Source Bought Items

Opens the Purchase Order Assistant window where all bought in items, Materials, Parts, Subcontract and Tooling requirements can be sourced against a purchase order.  Select the required items to be ordered use the >> button to move into the Items to be Ordered section on the right.  Select the Source all Items to add to a purchase order for the supplier stipulated on the works order.

Source Manufactured Parts

Opens the Purchase Order Assistant window where all manufactured parts can be sourced on a new works order.  Highlight the required item, the amount needed will already be populated enter any stock required. Select the Source Works Order button.

The Works Order Sourcing window will confirm the quantity required, selecting OK will open the sourcing confirmation window displaying the new works order number.  Select the W/O Ref. zoom button to move straight to the new works order.

Print Job Card

Opens the print preview window for the standard job card (different formats are available, contact Tricorn Software)

Changing Status from Unfinished to Issued

In all cases of printing an option to change the status of works order from unfinished to issued will be displayed.

Yes, to change status to Issued

No to keep status as Unfinished

Print Job Pack

Opens the print preview window for an alternative job card, used in association with assemblies.

Changing Status from Unfinished to Issued

Yes, to change status to Issued

No to keep status as Unfinished

Print Order Acknowledgments

Select this option to print order acknowledgements, a picking list will appear.  Highlight the relevant orders to acknowledge.

Confirmation to email the acknowledgement

Confirmation to mark all printed acknowledgements as acknowledged

Email Order Acknowledgements

Same process as Print Order Acknowledgements, although when selecting the works orders to email a new email window will open with the PDF attached.  Using this method eliminates the print preview appearing.

Copy Works Order

Used to copy an existing works order

Confirm the works order is to be copied

Select Yes to open the new works order, select No if the works order is not to be opened.

Copy Works Order Same Number

Used to copy an existing works order using the same works order number

Confirm the works order is to be copied

Select Yes to open the new works order, select No if the works order is not to be opened.

Copy to Template

Used to copy an existing works order and convert to a template; templates can be allocated a template number from the number stacks in Setup – Reference Numbers

Confirm the works order is to be copied

Template will copy all detail from the original works order except the variables e.g. customer order number, delivery date etc.

Create Quote

Creates a quotation from the detail of the works order

Selecting Yes will open the quotation

Using this option enables the user to see the breakdown of costs and the expected margins.

Copy Items from a Quote

Items added to Work Centres, Materials, Parts, Subcon and Tooling can be copied from a quote to a works order.  Search Quote window will open where the quote to copy the items from can be selected see Search Quotations for further guidance.

Detail relating to the selected quotation will be displayed.  Select the items to copy from Work Centres, Materials, Parts or Tooling, use CTRL or Shift to select lines.  Add will include in the Works Order, Replace will replace existing items on the works order, Finished closes the window.

Copy items from a Works Order

Items added to Work Centres, Materials, Parts, Subcon and Tooling can be copied works order to works order.  Search Works Order window will open where the works order to copy the items from can be selected see Search Works Orders for further guidance.

Detail relating to the selected works order will be displayed.  Select the items to copy from Work Centres, Materials, Parts or Tooling, use CTRL or Shift to select lines.  Add will include in the Works Order, Replace will replace existing items on the works order, Finished closes the window.

Show Quote

Opens the quotation that is related to the works order, process of Create Quote will need to have taken place.

Assemblies

See help for Assemblies within the Assemblies menu

Create and Attach a Warning

Warnings can be attached to a works order for parts or materials

Right Click Options

The right click option still remains within works orders, see Action button for details