Completing work orders
Contents
1. 2 COUNTERPOINT Work Orders This document describes using work orders In CounterPoint A work order is a document that controls the assembly of components to create finished goods inventory 10 18 2005 a COUNTERPOINT Work Orders 2 Table of Contents EVERE 3 Setting Up Work Orders cccceccceeeeeeeeeeeeeeeeeeeeeeeeeaeseaeseaeseaeseaaseeeseneeaaaes 4 Using Work Orders ccccceceseceseeeeeceeeceeeenseeeseneceeseneeensceesenseessnesensenesones 5 issuing Work Orders sortie acess se staid neea aaa aa an baaa eiaeia aa 5 Posting work lte CN 6 eieiei ig ele 6 Posting Completed Work order 6 SL eeh aide WE T WOK Order 0 ce cr en er een AE EEE E E E ES ee 8 Mutt GutehNotes ranra nuanean Laaa LARLA ALEAR L ERALA EEn a rannan annn 8 E COUNTERPOINT Work Orders 3 Overview CounterPoint s Kits Option allows you to process work orders for inventory A work order is a document that controls the assembly of components to create finished goods inventory Work orders are similar to kit transactions both are used to assemble finished goods A kit transaction is a one step transaction that updates on hand quantities and inventory costs immediately upon posting A work order is a two step transaction for assembling finished goods work orders are first issued then completed Work orders allow you to automatically assign sequential work order numbers so you can track spec2. distributions Parent expense acct Use work orders Next work order 1049 Default work order form ID WKORD Standard work order Ch Ama Commit W O parents Commit W 0 components y Field number to change Use work orders Specify whether or not you want to use work orders by selecting Yes or No Next work order Enter the next work order number you want to use An entry is required in this field Default work order form ID Enter the work order form ID you want to use A pre defined form named WKORD is included with CounterPoint see Work order forms for more information Leave lt blank gt for None Commit W O parents Commit W O components Specify whether or not you want to update quantity committed for parents and or components when a work order is issued Specifying Yes for the parent makes the finished good available as soon as the work order is issued Specifying Yes for the components makes the components unavailable for other purposes as soon as the work order is issued Pa COUNTERPOINT Work Orders 5 Using Work Orders Issuing work orders Gi CounterPoint 7 5 Wo rk O rd ers are oaa OO Giele 7 Ble entered and issued Issue work orders Camptown Sports using Inventory Work orders Issue 1 Work order 1049 Status New You can enter a Kit item BIKE Bike package new work order 2 Kit location MAIN Nain Store print an edit list 3 Comp location ALI th
3. e manually posted at the Hub after import They are not automatically posted during overnight processing
4. en is displayed you can press the F2 key to go to the next modifiable component To return to the first screen for example to complete a work order after modifying its components press the Up arrow key or Page Up to return to the first component then press Page Up to return to the first screen Posting completed work orders After you have marked a work order as Completed use Inventory Work orders Complete Post to update the on hand quantities of your inventory and create historical information You can choose to post only those work orders that have been marked Completed Alternatively you can choose to post work orders that have been Issued but not Completed For example you could post all work orders that were scheduled for completion today without having to individually mark each work order as Completed When work orders are posted the Work Order Activity Journal is created Historical information is created in a manner similar to posting kit inventory assemble a COUNTERPOINT Work Orders T transactions Refer to the User Manual chapter entitled Posting Kit Inventory Transactions in the electronic documentation for information on entering screen parameters used to post work orders Posting will remove cancelled work orders Batch printing Ger CounterPoint 7 5 iojxi Use batch printing to print or reprint a batch or group of work orders You can batch print New entered b
5. en post the Nes Ee Ss GE meth Aiba Sera yhecd entered work Lssue date 997V 1 ype omp tracke 6 Completion date None Stock unit EACH orders to create 7 Trx quantity 1 issued work orders 8 Serial Lot 901156 o e Ge When entering a 11 Reference new work order you can press F2 to auto assign the work order number or you can enter the number manually The Work order is equivalent to the Document for a kit transaction Field number to change Fl Next F3 Delete Press F1 to view entered un issued work orders Gs CounterPoint 7 5 A Jee AA Aae 2 E Issue work orders Camptown Sports You are not required to enter serial lot numbers for tracked items Wrk ordr 1049 Status New Kit item BIKE Bike package Kit loc MAIN Main Store on a new work Trx type Assemble Cmp loc ALL Issue date 5 09 02 Kit type Comp tracked Trx qty 1 order However Ger te Description e Quantity Unit o oy eebe eer icycle The Terminato j Helmet HAIN 1 000 EACH e efore the ACHO0O2 Horn standard MAIN 1 000 EACH work order can be marked as completed and posted All other fields are identical to those used for kit inventory transactions Refer eens to the User Manual chapter titled Entering a Kit Inventory Transaction in the electronic documentation for additional information on the other fields on the screen E COUNTERPOINT Work Orders 6 Posting work ord
6. ers To issue a new work order select Inventory Work orders Issue Post You may optionally print an edit list prior to posting Refer to the User Manual chapter Printing a Kit Transaction Edit List and in the electronic documentation for detailed instructions on printing an edit list You may also use Inventory Work orders Batch print to print a work order form prior to or after posting See Batch printing for additional information Completing work orders For issued work orders use the menu selections under Inventory Work orders Complete to edit complete or cancel the work orders CounterPoint 7 5 lee Complete work orders 101 xl Camptown Sports Press F2 to mark a work order as Completed Press F3 to mark a 1 Work order 1049 Status Issued Dee SES work order as E RE ee Cancelled Cancelled 2 Kit location MAIN Main Store work orders are 3 Comp location All removed during 4 Trx type Assemble Track meth Always serialized D Issue date 5709702 Kit type Comp tracked posting 6 Completion date None Stock unit EACH Press F4 to Undo 7 Trx quantity 1 the completed or 8 Serial Lot 9 RE New cancelled status of 18 Source ACH E e aE a work order and mark it as Issued the work order s Field number to change original status F1 Next F2 Complete F3 Cancel Press Enter to modify the components When the component entry scre
7. ific jobs The first step in creating a work order is to issue the work order The second step is to complete the work order These functions are on different menu selections allowing you to control user access to each step When setting up work orders you can control whether or not the quantity available should be affected for the kit parent and or component items For example you may choose to update component quantity committed which makes those components unavailable elsewhere in CounterPoint but not to update parent quantity committed which makes the parent unavailable until the work order is completed Serial numbers and lot numbers are not committed until the work order is completed You can either print work order forms as soon as the work order is issued or you can print them later using batch printing You can use CounterPoint s default work order form WKORD or define your own Vi COUNTERPOINT Work Orders 4 Setting Up Work Orders In order to use work orders you must have the Kits Option registered in CounterPoint CounterPoint 7 5 Heje OHA Ae 2 Biel Control Camptown Sports Select Setup Inventory Control to enable work orders in CounterPoint A D Ce 1 Component update method Prebuilt kits Qty sold Miscellaneous kits Qty sold costs amp sales 2 Miscellaneous kit distribution methods Sales distributions Parent sales acct Cost of goods
8. ut not issued Issued Completed or All work orders Batch printing Camptown Sports Please enter Work order range Last Work order status Kit item range Kit location Kit type Issue date range Completion date range Work order form ID CO sO ONE Mhe E COUNTERPOINT Work Orders 8 Work order forms The pre defined form WKORD is provided for work orders You can install the form by running File Utilities Special System Update pre defined data If required use Setup Inventory Forms to make a copy of WKORD and customize it to meet your requirements Date 05 11 02 WORK ORDER Work order No 20008 Time 21 58 26 Page No 1 Kit item No 100 Bike Package Issue date 05 11 02 Complete date 05 14 02 Qty req d Location Description 1 Qty per kit Qty req d Notes Description 2 All sport bike Location Serial 102 All sport helmet Location 103 Seat Cover Location 3 components Total component qty req d Date completed Signature Date inspected Signature Multi Site Notes If you are using work orders in a Multi Site environment the following applies to work order processing e Work order transactions are not transmitted from a Hub to a Satellite e At the Satellite only work orders that have been completed and posted are transmitted to the Hub e Like other kit transactions work orders that are completed and posted at a Satellite must b
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