Works Order Assistant

The works order assistant helps raise works orders where there is a demand from other works orders.  This is particularly useful for items made for stock, then sourced to multiple customer orders.

The works order assistant searches for all unsourced manufactured parts, and with the options on the right-hand side sourcing of parts can be done by either selecting existing stock or creating a new works order to satisfy the demand.

Unsourced Works Order Parts

This table will list all the parts required from all works orders, filter can be applied.

Source this Part

With the works order highlighted in the table, the fields in the source this part will display the quantity needed.  Additional parts can be added for stock and if any parts have been already sourced this will be displayed in the Already Sourced field.  If no parts have been sourced the shortfall field will display the quantity still needed.

Existing Stock

Indicates the stock levels against each works order – if the Use Stock is ticked it is indicating Tricorn recommends using the stock to fulfill this works order requirement.  Untick if not required

Active W/Os for Stock

Use the double chevron to open a list of works orders being made for stock – Use Stock? tick box will be ticked as a recommendation to be used to source the part on listed works order.

Total Qty required on all W/Os

Use the double chevron to open a list of works orders that require this part – use Cover all? tick box to select all works orders to be included in the works order used to manufacture

Active W/Os for Customers

Use the double chevron to open a list of works orders by customer requiring the highlighted part

Raise New W/O?

Once all the above options have been accepted, use the Raise New W/O to create a new works order reserving the quantities against each works order.  The option to select a Template is available, if multiple templates are available, select the required template to use.  Adjust details of stock/delivery date as required.  Use Source Works Order to confirm.

Once this works order has been created, it will appear in the Activity Log.

Works Order delivery batch details

Use the zoom button to open the works order that will now have a reserved batch against it.