Company Preferences - Production

Production

Under the Production Section of your Company Preference, you can edit specific settings pertaining to your work order in the Production stage. By selecting some of the choices under this company preference, you can control how the components on your work order are processed and how work order instruction will be passed on to the production floor. Keep in mind there are two tabs, General and Advanced.

You can set up the following work order options under the General tab:


  • Warm when work order is finished and components are not fully allocated
  • Don't allow closing non-fully allocated work orders

  • Enable the 'Quick Build' button on sales orders

Click Save when done.


On the Advanced Tab you have more features you can manage. 

  • Enable Splitting 
    • When you want to Finish a work order partially,  you can finish the work order for the completed quantity while creating a 2nd work order for the remaining quantity
  • Enable Drill Down
    • When you want to create work orders for sub-assemblies within a work order.
  • Enable Flatten
    • When you want to remove the BOM structure of 'Phantom BOMs' and show only the components on the work order.
  • Enable Batch Quantity
    • Allows you to set the Component Qty Per for a Batch of Finished Goods instead of a single unit.
  • Enable BOM Revisions
    • Allows you to save the same finished good using different components or updated version of the Bill of Materials. Can have multiple active but only 1 will be the Default
  • Enable Production Orders: See Production Orders
  • Enable 'Part Of' for work order components
    • When producing multiple lot/serial numbers using components with lot/serial numbers this allows you to specify which component lot/serial went into which finished good lot/serial number
  • Enable Config BOMs
    • Think BOM variations and interchangable parts
  • Enable updating Work Order Componets Std Costs to the Items Purchase Cost
  • Deny adding items to Work Orders not on the Bill of Materials.
  • Change status of the current step only when changing status on the work order list. 
  • When setting Quantity produced on new Work Orders, update component required quantities proportionally. 
  • When creating a Linked Work Order, allow quantity ordered to exceed quantity required. 
  • Update Quantity on a new Work Orders from a drill down.
  • Copy Memo & Instructions from Parent Work Order While doing a Drill down
  • Allow BOM components to be percentages. (Allows you to add components by percentage instead of quantity). 
  • Warn when replacing BOM components
  • Use the Promise Date instead of the actual Date Finished when the Promise Date is in the past. (Use this to backdate work orders)

  • After finishing a Work Order with Linked Sales Orders or Linked Work Orders, create the corresponding Ship Doc OR allocate to the corresponding Work Order. 
  • After finishing a Work Order with Linked Sales Orders or Linked Work Orders, allocate to the corresponding Sales Order or Work Order. 
  • When creating a Linked Work Order from a Sales Order, copy the Item's description.
  • When cloning an Assembly, also clone all of it's Revisions
  • Exclude un-costed components when creating a stand-alone work order

  • Default Step (Dropdown)
  • Default Step UOM (Dropdown)

Click Save when done.