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Generating Works Orders from Sales Orders

Datafile Software

Generating Works Orders from Sales Orders

On sales order detail entry a flag can be set when adding an order for an assembled stock item to create a works order, the GENERATE option reads these details and creates works orders for them.

When you select the GENERATE option you are asked to enter a sales order reference range and/or a sales order date range – either leave blank to process all active orders or enter an appropriate range to restrict the orders generated. In addition to criteria for the order reference / date you can specify selection criteria against the sales order detail database to further restrict the details processed.

Once you’ve set the appropriate criteria the system generates the works orders as appropriate – one per flagged sales order detail – and produces an audit trail report showing the sales order processed and the works orders generated.

  • Release ID: Standard