2. 1. Work Order
A Work Order is a task or job for a customer that can be scheduled and assigned
to someone.
A Work Order is an internal document extensively used by projects-based,
manufacturing, building and fabrication businesses
A Work Order provides a description of the details of a job.
A Work Order is converted from a sales order to show that work is about to begin
on the manufacture
3. Types of Work Order
Sales Work Order
Inventory Work Order
Labour Work Order
Labour Inventory Work Order
* The above types of Work Order can be created in Tools->
Number Series
5. Prerequisites
Before creating and using a Work Order, it is advised to create the following first:
If Sales Work Order Sales Order Required
If Labour Work Order Labour Order Required
Item List
6. How to create a Sales Work Order
A Sales Work Order is usually created from a Sales Order
However, you can also create a Inventory Work Order, Labour Inventory Work Order directly
without any references
For manual creation, follow these steps:
Go to the Work Order list and click on Create New button.
You can fill 4 Sections
1. General Details
2. Item Details
3. Net Total
4. Document Details
7. Section 1:General Details
Entry Type (Tools Number Series)
Select a type of Work Order you want to create
Entry No
Based on Entry type , No has been generated
Make sure entry No must be with in 16 digit as per GST
Entry Date
It will be set to current, you can change for backdated entry
Customer (Master Accounts Ledger)
Select the Customer. Based on that customer info filling from masters
Conversion Rate
Based on selected Customer ‘s country currency & Company's currency - Conversion Rate has been calculated
Ref No / Date
Additional ref detail like (Sales Order/Quotation)
Cont…
8. Billing Info
Its contain billing information's like Billing Address of the Customer, Contact details
Currency Country for Conversion Rate
For India, the following details can be recorded for GST purposes.
Billing STIN
State (Place of Supply)
Pin code
Shipping Info
Address where the items will be shipped to
General Info
EDD
Expected Date of Delivery
Acc Ledger
Revenue Account
Executive
Sales Persons who may have worked on this deal
9. Section 2:Item Details
List of Items added will be shown here
It contains information like Item code / Name, Qty, Rate, Amount.
Add Items
Click Add Items button to access Item Search
Info
It contains detail information about particular Item and batch details
Remove
Click Remove button to remove the particular Item in List
Cont…
10. Item Search
Type minimum 3 character to search Entry No (SO – Sales Order) or Ref No (SO Ref No) or
Item Code or Item Name
It will load top 100 Pending (SO) and top 100 Items from master (Based on setting)
Minimum 3 character & check all button are based on settings (Tools Admin Setting)
Top 100 is default limit you can change in Limit field on top
You can also create new item via link Add new
Additional
Based on option add multiple item
using check box to select and click
Add button
Yellow color indicate already item
added in entry
Cont…
11. After selecting item from search
Selected details will be loaded in appropriate place
You can change the UOM if you need
Based on UOM conversion ratio loaded from
master
If Item added from previous reference like (SO),
you can’t change the UOM
Without Reference
Set the quantities
The Unit Rate will be fetched automatically based
on Settings
Price List
Item Rate
Purchase Rate
FIFO Cost
Selling Rate
Last Purchase Rate
Last Sales Rate
Cost Estimate
Click to Add Item in Item Detail
Cont…
12. Section 3: Net Total
This section contains information about total invoice value
Every fields in this section are read only except remarks
Its contain
Assessable Value – Invoice value before tax
Total Tax – Total Tax value
Round off - Its Auto Round off based on setting (Values in +/- )
Net Amount – Total Invoice Value
Other fields contain info about (Discounts & Additions)
13. Section 4: Document Details
This section is used to attach relevant documents in invoice such as
(Project Plan,Drawings Test certificates, etc.,)
You can add this type of files (xlxs,pdf,txt,doc,jpeg,png)
You can access the attached documents in List screen ,any time you can download
Yes you completed all 4 sections, but still not yet Work Order
You need to save the entry
14. Inventory Work Order
Work Order that has been Created to maintain certain amount of stock (even though there is
no sales order from the customer)
Stock Purpose
In order to face bulk order
To avoid last minute pressure
15. Sales Work Order VS Inventory Work
Order
Not necessary to select Customer name
(Since it is Inventory)
Rate and Amount is not mandatory
(Tools Screen Settings Allow Zero Rate)
16. Labour Work Order
Customer Will be giving the Materials against the Labour order
Process will be done with the In-warded raw materials through LO Inward
17. Sales Work Order VS Labour Work Order
While Adding the Items, Only the items that has been created under the selected
ledger alone will be displaying.
These type of Items should be created in the Item Master in the
Group type Customer Supplied and Selecting the customer name
18. Labour Inventory Work Order
Work Order that has been Created to maintain certain amount of stock
For the Labour Items (even though there is no sales order from the customer)
Stock Purpose
In order to face bulk order
19. Edit the Created Work Order
To View/Print/Email the report
Delete the Created Work Order Download the attached documents
Approve the Wok Order
Close the Work Order
20. AUTO WORK ORDER
Once the Sales Order has been saved, Automatically a New Sales Work order will be
created simultaneously with the Sales Order reference.
To turn on this feature : Tools Screen Settings
Key Reasons:
1. Time Saving
2. Automatic Data Processing
3. Production can be tracked with the Sales Order No / Customer Reference No
(If SO & WO has same Number series)
29. 2. Route Sheet
Document accounting for the output of production and tracing the sequence of
operations of a batch of manufactured components
The Route sheet is used in serial and especially individual production to show the
workers’ output, calculate the wages of the workers, and exercise operative
super-vision of the movement of parts in production.
Other Names : Route Card, Job Card
31. Prerequisites
Before creating and using Route Sheet, it is advised to create the following first:
Bill of Material
Item Process
Work Order
32. How to create a Route Sheet
Planning Route Sheet Create New
33. Item Search
Type minimum 3 character to search Work Order No or Item Code or Name
It will load top 100 Pending (Work Order)
Minimum 3 character & check all button are based on settings (Tools Admin Setting)
34.
35. Raw Material Selection (Planning BOM)
Click on the RM Button to View/Change the Raw Material
36. Item Process Selection (Planning Process)
Click on the PR Button to View/Change the Process or Sequence
41. Saving the Route Sheet
Individual Save – Clicking on the button will generate a Route
sheet for the particular level item
Overall Save – Clicking on the button present at
the end of the screen will save Route sheet for
all the sub level items too.
43. Auto Close
To Close the Route Sheet after completing the final sequence
Eg :
Rsht Qty : 100
Tolerance Qty : 10%
Route Sheet will be Closed automatically if the Produced Qty is 90.
To Enable this Option Go to
Tools Screen Settings Route Sheet
44. Route Sheet Report
MIS Production Route Sheet Report
Type 1 :
1. Select the Entry Type – Sales Work Order / Inventory Work Order
2. Search the Customer Name
3. Choose Date From and Date to (Route Sheet Created dated)
4. Search for the Route Sheet which passes all the above three filters
Type 2 :
1. Start typing the Route Sheet No in the Search by Route Sheet No filter box, will load the
list of Route sheet which matches the filter
