Overview of production and disassembly orders to be completed
Menu path
Manufacturing ➔ To be processed ➔ Complete
Introduction
In this screen, you can obtain an overview of production and disassembly orders to be completed. Among others, you can complete the orders, copy the information of an order to a new order, and attach or view a file or a note to a production order.
What version are you using?
The information in this document is applicable to product update 414 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I view the overview of production or disassembly orders to be completed?
- Define the relevant criteria.
- Click Search to display the overview.
How do I view the notes attached or add notes to the orders?
- Define the relevant criteria.
- Click Search to display the overview.
- Select a production or disassembly order, and then click Note. The Notes screen will be displayed, with the production or disassembly order and its Bills of Materials (BOM) listed.
- To view the notes or add a note, select the order line under the Production orders section or the BOM line under the BOM section, and then click
. Another Notes screen will be displayed.
- Type the note, and then click Save.
How do I view the attachments linked or add attachments to the orders?
- Define the relevant criteria.
- Click Search to display the overview.
- Select a production or disassembly order, and then click Attachment. The Attachment screen will be displayed, with the production or disassembly order and its Bills of Materials (BOM) listed.
- To view the attachment or add an attachment, select the order line under the Production orders section or the BOM line under the BOM section, and then click
. Another Attachment screen will be displayed.
- To view the file attached, click Open. To add an attachment, proceed to step 6.
- To add an attachment, click
at File name to select the file required. Once selected, the date and size of the file will be automatically filled.
- At Description, type the description of the attachment.
- Click Save.
How do I delete the attachments linked to the orders?
- Define the relevant criteria.
- Click Search to display the overview.
- Select a production or disassembly order, and then click Attachment. The Attachment screen will be displayed, with the production or disassembly order and its Bills of Materials (BOM) listed.
- To delete the attachment linked, select the order line under the Production orders section or the BOM line under the BOM section, and then click . Another Attachment screen will be displayed.
- Remove the name of the file at File name. Once this field is empty, the Delete button will be displayed.
- Click Delete.
How do I view the sales orders linked to the orders?
- Define the relevant criteria.
- Click Search to display the overview.
- Select a production or disassembly order, and then click Sales order. The Sales orders screen will be displayed.
How do I view the availability of stock for items that are linked to the orders?
- Define the relevant criteria.
- Click Search to display the overview.
- Select a production or disassembly order, and then click MRP. The Item management: Planning screen will be displayed.
How do I view details of the projects linked to the orders?
- Define the relevant criteria.
- Click Search to display the overview.
- Select a production or disassembly order, and then click Project. The Maintain projects screen will be displayed for you to view and modify the details of the project.
How do I copy details of existing orders to new orders?
- Define the relevant criteria.
- Click Search to display the overview.
- Select one order or more, and then click Copy. The Production orders: Orders screen will be displayed with a list of production or disassembly orders that you want to copy.
- Click Generate. The production or disassembly orders generated will be listed at Manufacturing à Entries à Production orders.
How do I complete the orders?
- Define the relevant criteria.
- Click Search to display the overview.
- Select one order or more, and then click Complete. The Complete screen will be displayed.
- Select the required check box(es), and then click OK.
Fields
Search
Click this to display the orders that match the defined criteria.
Clear
Click this to clear the defined criteria.
Previous
Click this to return to the previous display of results.
Next
Click this to display the next results.
Number of rows
Type the number of rows to be displayed in each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.
Filter
Select starts with or contains to filter the orders that start with or contain the defined letter or word.
Warehouse
Select a warehouse to display orders that are linked to the defined warehouse. Alternatively, select All to display orders linked to all warehouses.
Start date, to
Type or select a start date or a range of start dates to display orders with the defined start date(s). Alternatively, select the All check box to display orders with any start date.
End date, to
Type or select an end date or a range of end dates to display orders with the defined end date(s). Alternatively, select the All check box to display orders with any end date.
Production order
Type or select an order number to display only the defined order.
Parent project
Type or select a parent production or disassembly order to display this order and the suborders linked to this order.
Order type
Select Production order or Production order: Disassemble to display the production orders or disassembly orders respectively.
Item
Type or select an item code to display orders linked to this item.
Description
Type a full or partial description to display the orders with descriptions that start with or contain the corresponding description.
Level
Select a level to display orders with items of the defined level. Alternatively, select All to display orders with items of all levels.
Show
Select Parent project to display only the orders linked to the parent project, or All to display the orders for both parent and child. Selecting All will enable the Show: Completed check box.
Sales order
Type or select a specific sales order to display orders linked to this sales order.
Show: Completed
Select this check box to display only the completed orders.
Note:
- This check box is enabled only if All is selected at Show, and the Show: Issued and Received in full check box is not selected.
- When this check box is selected, the Show: Issued and Received in full check box is not selected and will be disabled.
Show: Issued and Received in full
Select this check box to display only orders that have been fully issued and received, but have yet to be completed.
Note:
- This check box is applicable only if the Use finish check box is not selected at System ? General ? Settings, under the Manufacturing settings.
- This check box is enabled only if the Show: Completed check box is not selected.
- When this check box is selected, the Show: Completed check box is not selected and will be disabled.
Buttons
Note
Click this to view the note attached to the selected order or Bills of Materials (BOM) related to the order. You can also add a note for the selected order or BOM.
Attachment
Click this to view the files attached to the selected order or BOM related to the order. You can also attach a file to the selected order or BOM.
Sales order
Click this view or maintain the sales order linked to the selected order. For more information, see Creating and maintaining sales orders.
Note: This is enabled only if a sales order is linked to the selected order.
MRP
Click this to display an overview of the available stock for a selected item that has been received and/or is to be delivered at a given period of time. For more information, see Overview of MRP.
Project
Click this to view or maintain the project linked to the selected order. For more information, see Creating and maintaining projects.
Note: This is enabled only if a project is linked to the selected order.
Copy
Click this to copy the information of the selected order to another order. For more information, see Copying production and disassembly orders.
Delete
Click this to delete the selected order. With this feature, you can also delete the authorized, released, printed or processed, and issued orders. Once deleted, the suborders, realizations, and other transactions, as well as stock allocations linked to the production or disassembly orders will also be deleted.
Complete
Click this to complete the selected order. Once selected, the Complete screen will be displayed. Click OK to confirm the completion of the order or Cancel to cancel the completion of the order. If you have selected the Print report check box, a report will be displayed upon completion. For more information, see Completing production and disassembly orders.
Open
Click this to view or modify the selected order.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
12.140.554 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
|
Attachment: |
|
| Disclaimer |