Header Information

Order Ref

After selecting the document layout you are asked for the works order reference you wish to process. <F4-Select> is available to search if required.

Date

Defaults to the ‘system’ date although may be overtyped (which is then remembered as the system date for next process). This date will be validated according to the current stock period and some warnings may be displayed when outside this date range.

If this message is displayed then the date entered is more than one period in advance of the current stock period and thus not allowed.Press <Enter> and re-enter date within the current period.

If this message is displayed then the date entered is in the next stock period. Select whether you wish to post to this date or not. Note the effect on quantity of forward transactions would not be included (by default) in the stock valuation report.

If this message is displayed then the date entered is earlier than the current stock period. Select whether you wish to post to this date or not. Note other than the date of the transaction itself posting to a previous period has no affect – demand etc. is updated for the current period.

Document Number

Displays the next in the incremental number sequence for this document and, by default, cannot be overwritten.

Stock Code

Displays the stock code being built (view-only).

Quantity

Asks for the quantity the works order print is to be processed for – usually defaulting to the outstanding to be built. Note – on the build document if the assembled stock item is serial/batch tracked and one or more of the components are serial/batch tracked then you cannot build more than one batch/serial at a time to maintain traceability.

On build documents if the quantity processed is less than that outstanding you may be prompted, depending on document configuration, if you wish to leave the remaining quantity on back-order or write-off the remainder and complete the works order – respond as required.

Batch Codes

If the finished item is batch/serial tracked then you will be prompted, on a build document, for the batches to be built. Note that if any component is batch/serial tracked and the finished item is also batch/serial tracked then you will only be able to build one batch / serial at a time to maintain traceability.

Keying <ESC> at any point in the entry of the order header information will take you firstly back to the order reference input, allowing you to select another works order. A second <ESC> at this point will ask whether you wish to ‘Abandon this Document’. Reply ‘Yes’ or ‘No’ accordingly.