A works order is raised when you need to make a partnumber. Works orders are entered using the works order tool:



Each new order is sequentially numbered by Herschel as it is raised. Note that works order numbers start with a W.

 

A works order contains the following information:


Partnumber

The partnumber to be made.

Quantity

The quantity required.

Date Required

The date the order is required.  Herschel can calculate a likely duedate for the item using the leadtime for the partnumber (held in the Store module) and referring to the file of production non-working days.

Schedule Date

The schedule date of the order.  This can be used to record what date you want the item to fit into your schedule, if you have one.

Job Number

The job number (if any) that the order is for.

Reference

A reference for the order (eg. an accounts code).

Fast Track

Whether the order is a Fast Track order.  Fast Track orders are orders that need to be finished urgently.  Many Herschel reports allow you to separately list Fast Track orders so they can be given extra priority.

RoHS Compliant

Whether the order is RoHS Compliant.

Lead Free

Whether the order is Lead Free.

Create Kit List 

Whether to create a kit list for the order.  Note when Herschel creates a kit of parts for a works order, the assembly for the partnumber to be made is exploded at the top-level. Any phantom sub-assemblies found are also exploded - sub-assemblies that are not phantoms are not exploded.

Include Scrap Allowances

 Whether to include scrap allowances in the kit list.

Kit Sequence

Whether to create the kit list in assembly line number or partnumber sequence.

Create Route Card

Whether to create route card for the order. 

Route Number

Which route number to use to create the route card.

Entered By

The date the order was raised and the user code of who raised it.

 

If you have not issued any kit items to a works order, or started any of its manufacturing operations, then when you use the works order tool to edit the order Herschel will delete the old kit list and generate a new one. The old route card will also be deleted and regenerated. This is a handy way to update an order when a partnumber's assembly or manufacturing method has changed just before it goes into production.


If you are making more complex products that have multi-level assemblies then you can save a lot of time by using the powerful create a set of orders tool.  This works through an assembly and automatically raises a works order for the top-level assembly and all sub-assemblies.  The newly created orders can be left open for editing, if required:



If you are making several batches of the same partnumber then you can save a lot of time by using the create multiple orders tool:



If you are creating works orders for a particular sales order then you can save a lot of time by using the create from sales order tool: