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Overview of production and disassembly orders to be released

Menu path

Manufacturing ➔ Entries ➔ Release

Introduction

Before work begins on a production order and parts are issued to the production floor, usually there are checks done to ensure that the materials are available, and the resources and capacity are sufficient. If the materials, resource, and capacity levels are found to be sufficient, the production order is ready for release. In addition to that, every production order can be assigned a priority status that will determine the reservation of available capacity and materials as compared to other production orders.

There are options to allow or disallow the printing and processing of production orders prior to releasing the production orders. If production orders are required to be released before they can be printed and processed, select the Release: Required check box in the Production order status section at System ➔ General ➔ Settings, under Manufacturing settings.

What version are you using?

The information in this document is based on product update 407.

How do I release orders?

1. Define the relevant criteria.
2. Click Search to display the overview.
3. Select the order to be released.
4. Click Release.

How do I view the notes attached or add notes to the orders?

1. Define the relevant criteria.
2. Click Search to display the overview.
3. 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.
4. 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.
5. Type the note, and then click Save.

How do I view the attachments linked or add attachments to the orders?

1. Define the relevant criteria.
2. Click Search to display the overview.
3. 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.
4. 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.
5. To view the file attached, click Open. To add an attachment, proceed to step 6.
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.
7. At Description, type the description of the attachment.
8. Click Save.

How do I delete the attachments linked to the orders?

1. Define the relevant criteria.
2. Click Search to display the overview.
3. 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.
4. 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.
5. Remove the name of the file at File name. Once this field is empty, the Delete button will be displayed.
6. Click Delete.

How do I view details of the projects linked to the orders?

1. Define the relevant criteria.
2. Click Search to display the overview.
3. 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 view details of the orders?

1. Define the relevant criteria.
2. Click Search to display the overview.
3. Select a production or disassembly order, and then click Open. The Production orders screen will be displayed for you to view and modify the details of the order.

Related documents

• Creating and maintaining production orders
• Creating and maintaining projects
• Overview of production and disassembly orders to be completed
• Overview of production or disassembly orders to be set to Finished status
• Printing production orders
• Start Page E-Manufacturing