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Works Order Operation Stages
Viewed 11900 times since Fri, Jun 8, 2012
Datafile Software Works Order Operation Stages When processing a works order it may go through various stages in the build process or through various departments in the factory. This new feature allows you create new ‘operation’... Read More
Changing the Order Status
Viewed 6482 times since Wed, Jul 4, 2012
Datafile Software Changing the Order Status When you add an order it is set automatically as an ‘A-Active’ order, when the order is built its status is automatically updated to ‘C-Complete’. This option allows you to... Read More
Calculated Commencement Date within Order Entry
Viewed 2118 times since Fri, Jun 8, 2012
Datafile Software Calculated Commencement Date within Order Entry When building a works order you can enter a required date for which the build must be completed.This new facility allows you to create a commencement date that the works order... Read More
Order Entry - Abandon Immediate Issue if Insufficient Stock
Viewed 1611 times since Fri, Oct 26, 2012
Datafile Software Order Entry - Abandon Immediate Issue if Insufficient Stock Introduced in Release 6.5 the ‘Immediate Issue’ option allows for component entries of a works order to be optionally issued from stock during works order... Read More
E-Mail Settings - Document Design Manager
Viewed 1374 times since Wed, Jul 4, 2012
Datafile Software E-Mail Settings - Document Design Manager The E-Mail Settings option allows you to configure default message details if the document is printed to E-Mail. Data item containing e-mail address Select data item from WOH database... Read More
Works Order Ledger Enquiry
Viewed 1333 times since Wed, Jul 4, 2012
Datafile Software Works Order Ledger Enquiry The Ledger Enquiry is probably the most used and important tool for enquiry. Anywhere in the (user-side of the) system you can access the Ledger Enquiry and enquire upon the works orders, view its... Read More
Document Parameters - Document Design Manager
Viewed 1305 times since Wed, Jul 4, 2012
Datafile Software Document Parameters - Document Design Manager In addition to the design features accessible from the document mask there are various parameter screens which can be used to configure the printed output and the processing of the... Read More
Recalculating Sub-Assembly Components
Viewed 1302 times since Wed, Jul 4, 2012
Datafile Software Recalculating Sub-Assembly Components On the build document then if sub-assembly components are exploded only where for insufficient stock then you have the option of recalculating the explosion requirements during the build... Read More
Create from Sales Orders - Allow Alternate Item for Assembly Build Qty
Viewed 1169 times since Mon, Jun 11, 2012
Datafile Software Create from Sales Orders - Allow Alternate Item for Assembly Build Qty When creating works orders from sales order details the system takes the sales order quantity as the required build quantity for the works order assembly.... Read More
Printing the Document and Updating Files
Viewed 1148 times since Wed, Jul 4, 2012
Datafile Software Printing the Document and Updating Files The final stage of the works order print is to produce the document and update the works order and stock files. Print the Document On confirmation to print the document, and you may be... Read More
Enter / Amend Orders - Application User Facilities
Viewed 1128 times since Wed, Jul 4, 2012
Datafile Software Enter / Amend Orders - Application User Facilities This option is used to define the way that the order entry procedures are to operate and provide several options of parameters and screen designs. The options available are... Read More
Order Entry - Separate Reserved & On-Order Updating Flags
Viewed 1123 times since Fri, Oct 26, 2012
Datafile Software Order Entry - Separate Reserved & On-Order Updating Flags During works order entry the system controls whether component items are reserved and whether assembled items (the finished item and any sub-assembly components) are... Read More
Print Works Order if no Details
Viewed 1120 times since Fri, Jun 8, 2012
Datafile Software Print Works Order if no Details If a Works Order has been added for which no details, or only description only entries, have been added then the system did not allow for a works order acknowledgement document to be printed. New... Read More
Database INI Settings
Viewed 1120 times since Wed, Jul 4, 2012
Datafile Software Database INI Settings The Database INI option allows for quick configuration of some of the extra features for the main application database without restructuring the file. For full details see the Configuration Guide Manual... Read More
Print Preview and Test Print - Document Design Manager
Viewed 1109 times since Wed, Jul 4, 2012
Datafile Software Print Preview and Test Print - Document Design Manager You can preview the document to the screen or the printer from the File pull-down menu.Selecting the Print Preview option shows the document on screen. You can use the... Read More
Works Order Header File ITEM Screen Design
Viewed 1099 times since Wed, Jul 4, 2012
Datafile Software Works Order Header File ITEM Screen Design If Diamond (or Premier and you don’t wish to use the full screen design) then this option allows you to quickly configure the display of up to 32 items from the works order... Read More
Print Stock Picking Sheets - Application User Facilities
Viewed 1093 times since Wed, Jul 4, 2012
Datafile Software Print Stock Picking Sheets - Application User Facilities This option allows you to configure the Stock Picking Sheet report and the consolidated picking sheet reports. The Stock Picking Sheet provides a list of components for... Read More
Display of Component Details
Viewed 1090 times since Wed, Jul 4, 2012
Datafile Software Display of Component Details The system then displays the component details, ten entries per screen, asking you to confirm the details are OK. The standard configuration will display the details automatically, accepting the... Read More
Create from Sales Orders - Alternate Order Generation Sequence
Viewed 1083 times since Mon, Jun 11, 2012
Datafile Software Create from Sales Orders - Alternate Order Generation Sequence When using the Bill of Materials option to create Works Orders from Sales Order Details the system processes the sales order details in a set sequence – sorting... Read More
Ignore Records on F4 Lookup
Viewed 1078 times since Wed, Jul 4, 2012
Datafile Software Ignore Records on F4 Lookup When using the Works Order Enquiry you can enquire on any works order that is still recorded. This option allows you to restrict the record availability – perhaps only listing active orders for... Read More
Report on Order Status
Viewed 1073 times since Wed, Jul 4, 2012
Datafile Software Report on Order Status This report shows a single line per works order and display’s its order status – A-Active, C-Complete, etc. Read More
Compact & Audit Database
Viewed 1073 times since Wed, Jul 4, 2012
Datafile Software Compact & Audit Database The internal processing of databases does not necessarily re-use the space occupied by records that have been deleted. New records are always added to the end of the file. Therefore, over a period... Read More
Adding a Works Order
Viewed 1067 times since Wed, Jul 4, 2012
Datafile Software Adding a Works Order When adding a works order some preliminary information is entered before you enter the general works order information. Assembly No? Stock Code? The first input asks for the assembly number – you enter... Read More
Control Completion of Works Order
Viewed 1061 times since Wed, Jun 13, 2012
Datafile Software Control Completion of Works Order By default a works order is completed when the entered order quantity has been built and all the components issued. This option prevents the completion of an order allowing you to over-build or... Read More
Document Design Manager
Viewed 1061 times since Wed, Jul 4, 2012
Datafile Software Document Design Manager On selection of ‘Bill of Materials Documents’ you are given a menu of the two document types – Print Works Orders and Build Works Orders – select as appropriate. On selection the list... Read More
Analyse Orders
Viewed 1058 times since Wed, Jul 4, 2012
Datafile Software Analyse Orders This analysis report analyses the order headers by their status code. For each status type the report shows the number of orders, the total number of order detail lines and the total cost value of the orders. Read More
Stock Images within Pick / Build Documents
Viewed 1057 times since Mon, Nov 25, 2013
Datafile Software Solutions Stock Images within Pick / Build Documents Sales and Purchase Order Processing documents allow the ability to print an image from the stock record within an Order Processing document – this can give assistance on... Read More
System Profiles
Viewed 1055 times since Wed, Jul 4, 2012
Datafile Software System Profiles The System Profiles set the general configuration options for Bill of Materials. Screen 1 Add One to the Order Reference Each Time If using a numeric order sequence (see ‘Set Application Code Formats... Read More
Build Works Orders - Application User Facilities
Viewed 1049 times since Wed, Jul 4, 2012
Datafile Software Build Works Orders - Application User Facilities As with the ‘Print Works Order’ this option allows you to design up to six different build document layouts. The parameters behind the document are discussed in the... Read More
Inserting New Items - Document Design Manager
Viewed 1047 times since Wed, Jul 4, 2012
Datafile Software Inserting New Items - Document Design Manager To insert a new item position the mouse where you wish to insert the item and press the right-button on the mouse (hereafter described as right-click). A menu appears for you to... Read More
Issue Components Separately from Build
Viewed 1041 times since Fri, Jun 8, 2012
Datafile Software Issue Components Separately from Build Bill of Materials build documents issue stock for the components and receive stock for the finished item as one procedure but, depending on the assembly and processing times, there can be... Read More
Update Works Order / Create New Stock Record Maintenance Screens
Viewed 1040 times since Fri, Jun 8, 2012
Datafile Software Update Works Order / Create New Stock Record Maintenance Screens When entering works order details the option is available, subject to configuration, to create a new stock record. When creating a new stock record Bill of... Read More
Configuring Bill of Materials
Viewed 1034 times since Wed, Jul 4, 2012
Datafile Software Configuring Bill of Materials Your Bill of Materials system is part of your manufacturing process – it has to be configured well for efficiency and to ensure that it meets your requirements and a large number of options are... Read More
Remove Redundant Orders - Application User Facilities
Viewed 1032 times since Wed, Jul 4, 2012
Datafile Software Remove Redundant Orders - Application User Facilities There is only one parameter to set for this option. You may specify a suffix which ensures that orders whose reference match this suffix are not deleted when using the... Read More
Recall Standard Text
Viewed 1030 times since Wed, Jul 4, 2012
Datafile Software Recall Standard Text Recall Standard Text allows you to attach a word or phrase to a specific key combination (such as <Shift>+<F1>). For example you might want the additional notes to include the phrase ‘Build to... Read More
Alternate Panel Settings
Viewed 1024 times since Wed, Jul 4, 2012
Datafile Software Alternate Panel Settings The Ledger Enquiry options for each Works Order have two panels at the foot of the screen – by default the left hand panel displays any notes for the works order and the right-hand panel displays a... Read More
Select Document Layout
Viewed 1022 times since Wed, Jul 4, 2012
Datafile Software Select Document Layout Up to six different documents may be configured for the acknowledgement or build documents – for acknowledgements, one document could be used for stock picking, another containing the build... Read More
Link to Report Generator Label
Viewed 1022 times since Wed, Jul 4, 2012
Datafile Software Link to Report Generator Label The Report Generator utility allows you to create label prints against each of the main application databases. The Ledger Enquiry includes a Label option within the Utilities panel which lists all... Read More
Cleardown Options
Viewed 1019 times since Wed, Jul 4, 2012
Datafile Software Cleardown Options You use these options to purge you order files of completed and deleted orders.You may want to do this to keep files sizes down to that batch runs and reports do not process a large number of ‘dead... Read More
Set Database Profiles
Viewed 1015 times since Wed, Jul 4, 2012
Datafile Software Set Database Profiles Database Profiles are the interface between the program and the databases, allowing the program to read/update the data and interpret the values contained within. The data item profiles for Bill of... Read More
View an Order
Viewed 1014 times since Wed, Jul 4, 2012
Datafile Software View an Order The VIEW action displays the order header details. On selection you asked for the order reference to update, key in or use <F4-Select> to search. The screen displayed on VIEW action is as per the UPDATE screen. Read More
Works Order Specification
Viewed 1013 times since Wed, Jul 4, 2012
Datafile Software Works Order Specification The report shows a ‘statement’ style report of the works order and could be viewed as a printed works order enquiry. In addition to the standard parameters some supplementary options are... Read More
Remove Orders by Date
Viewed 1013 times since Wed, Jul 4, 2012
Datafile Software Remove Orders by Date This procedure is similar to the above in that it removes completed orders from the works order system and frees up the space for re-use.However, it adds additional selection criteria so that only... Read More
Deleting an Order
Viewed 1010 times since Wed, Jul 4, 2012
Datafile Software Deleting an Order The DELETE option removes the works order header and detail records from the database, releasing the reserved/on-order quantities as appropriate. Read More
Additional Details
Viewed 1003 times since Wed, Jul 4, 2012
Datafile Software Additional Details Before displaying the document details the system may pause to allow entry of additional details. Up to six items can be prompted for and, depending on document configuration; these can be saved back to the... Read More
Works Order Header File FULL Screen Design (Premier Only)
Viewed 1002 times since Wed, Jul 4, 2012
Datafile Software Works Order Header File FULL Screen Design (Premier Only) In Premier systems you have the option to create a user-define screen in which to display details from the works order header over two screens. On selection of this... Read More
Save and Exit - Document Design Manager
Viewed 1001 times since Wed, Jul 4, 2012
Datafile Software Save and Exit - Document Design Manager The File pull-down allows you to save the document and exit the document design.If you exit without saving you will be prompted to save the changes – if you respond ‘Yes’... Read More
Reports
Viewed 1000 times since Wed, Jul 4, 2012
Datafile Software Reports You can print the Bill of Materials reports as and when you need them and this option groups all the reports for the Bill of Materials system in one menu. Prompts Used Throughout the Reporting Process Throughout the... Read More
Set Company Details
Viewed 1000 times since Wed, Jul 4, 2012
Datafile Software Set Company Details The Bill of Materials documents allow the printing of ‘data’ items for the company name and address details. This can be a useful alternative to entering the address details as text on the... Read More
Consolidated Order Picking Sheet
Viewed 999 times since Wed, Jul 4, 2012
Datafile Software Consolidated Order Picking Sheet The order picking sheet produces a page per works order but groups the stock details together so that if the same component is required more than once in the works order (perhaps at different... Read More
Order Enquiry
Viewed 998 times since Wed, Jul 4, 2012
Datafile Software Order Enquiry The Order Enquiry shows a summary of the Works Order providing details of its status and outstanding build requirements. A screen similar to that shown below is displayed. On selection of the ‘Order... Read More
List Order Details
Viewed 994 times since Wed, Jul 4, 2012
Datafile Software List Order Details This report lists information from the Works Order Detail database. It is usually similar in structure to the ‘Outstanding Orders’ report but includes ALL details by default and not just active... Read More
Ledger Enquiry Manager
Viewed 991 times since Wed, Jul 4, 2012
Datafile Software Ledger Enquiry Manager The Ledger Enquiry Manager allows you to configure the Works Order enquiry options available. Enquiries Allowed for this Company Although there are no specific ‘Bill of Materials’ options... Read More
Controls & Audit Manager
Viewed 991 times since Wed, Jul 4, 2012
Datafile Software Controls & Audit Manager The Controls & Audit Manager contains all the utility routines used to check the integrity of the data database files and to undertake various housekeeping actions. The tools supplied for Bill... Read More
Changing Order Details
Viewed 984 times since Wed, Jul 4, 2012
Datafile Software Changing Order Details The DETAILS action allows you to amend or add to the details previously entered. On selection of DETAILS you are asked for the order reference to update, key in the appropriate number or use <F4-Select... Read More
Closing Information
Viewed 984 times since Wed, Jul 4, 2012
Datafile Software Closing Information After confirming the component details then, depending on document configuration, the system may allow entry of some final details that can be printed and/or updated to the works order. Again, this option is... Read More
Application Manager
Viewed 982 times since Wed, Jul 4, 2012
Datafile Software Application Manager Selecting the Application Manager menu option gives a further sub-set of actions that are discussed in their own sections later. Read More
Expand Data Files
Viewed 975 times since Wed, Jul 4, 2012
Datafile Software Expand Data Files If not setting the auto-expand options then this option allows you to manually expand the data files as necessary. Read More
System Status - Application User Facilities
Viewed 975 times since Wed, Jul 4, 2012
Datafile Software System Status - Application User Facilities This screen is for information only and lists the items shown when the system status display is selected within the user program. Read More
Updating a Works Order
Viewed 971 times since Wed, Jul 4, 2012
Datafile Software Updating a Works Order The UPDATE action allows you to amend or add to the works order header information previously entered. On selection of UPDATE you are asked for the order reference to update, key in the appropriate number... Read More
Security and User Manager
Viewed 971 times since Wed, Jul 4, 2012
Datafile Software Security and User Manager The Security and User Manager allows you to set authority levels and passwords on specific application options and to define any user authority overrides. After selecting the application two screens... Read More
List Order Headers
Viewed 968 times since Wed, Jul 4, 2012
Datafile Software List Order Headers This report lists further details from the Works Order Header. Read More
Application Screen Layouts
Viewed 966 times since Wed, Jul 4, 2012
Datafile Software Application Screen Layouts This option allows access to the ‘Enter / Amend Orders’ section of the Application User Facilities to allow configuration of the entry screens for Bill of Materials – refer to this... Read More
Enter Works Orders
Viewed 964 times since Wed, Jul 4, 2012
Datafile Software Enter Works Orders Orders consists of two parts, an order header for the item being build, and order details for the components being issued and build instructions – you can enter up to 500 details per order. When selecting... Read More
Stock Picking Sheet
Viewed 959 times since Wed, Jul 4, 2012
Datafile Software Stock Picking Sheet The stock picking sheet provides a list of components for active works order details that can be given to the warehouse so that components can be pulled from the shelves in preparation for building. In some... Read More
Header Information
Viewed 955 times since Wed, Jul 4, 2012
Datafile Software 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’... Read More
Document Watermark - Document Design Manager
Viewed 953 times since Wed, Jul 4, 2012
Datafile Software Document Watermark - Document Design Manager You have the option to add a bitmap behind the entire document to act as a watermark. (If converting an earlier document that had a bitmap background then this is set as the... Read More
Set Application Code Formats
Viewed 952 times since Wed, Jul 4, 2012
Datafile Software Set Application Code Formats This option allows you to set the prime index format for each of the application databases including the Works Order Reference. The default format for the works order reference is 999999 – this... Read More
Database Audit
Viewed 951 times since Wed, Jul 4, 2012
Datafile Software Database Audit Use this option to check the internal integrity of any of the Bill of Materials application files. If you’re sure that a particular record is in the file but you cannot select it via the indexes then you... Read More
Select Key Definition
Viewed 949 times since Wed, Jul 4, 2012
Datafile Software Select Key Definition Whenever you press <F4-Select> within the Bill of Materials system the details displayed can be configured as required this is done within the select key definition. As you select this option the... Read More
Outstanding Orders
Viewed 948 times since Wed, Jul 4, 2012
Datafile Software Outstanding Orders This report lists all the works order details that have an ‘active’ order status. Read More
Order Details OK?
Viewed 946 times since Wed, Jul 4, 2012
Datafile Software Order Details OK? After confirming the document quantity the system displays details from the works order header asking you to confirm these are OK. If you respond ‘No’ then you can update these details – for this... Read More
Remove All Completed Orders
Viewed 946 times since Wed, Jul 4, 2012
Datafile Software Remove All Completed Orders On selection of this option you are prompted to confirm whether you wish to remove all completed orders. If you respond ‘No’ you are returned to the menu. If you respond ‘Yes&rsquo... Read More
Print Works Orders - Application User Facilities
Viewed 943 times since Wed, Jul 4, 2012
Datafile Software Print Works Orders - Application User Facilities This option puts you into the document design procedure to allow you to define up to six different document layouts. The document design process is common across all Datafile... Read More
Moving, Deleting and Amending Items - Document Design Manager
Viewed 942 times since Wed, Jul 4, 2012
Datafile Software Moving, Deleting and Amending Items - Document Design Manager You can move an items position by selecting it with the mouse and dragging it to where it’s required. If the ‘Tools’ option ‘Snap to Grid... Read More
Set Auto Expand Data Files
Viewed 939 times since Wed, Jul 4, 2012
Datafile Software Set Auto Expand Data Files Datafile reserves a fixed space for database files and you need to expand that space should the file become full. This option allows you to set internal system parameters sot that it automatically... Read More
Generating Works Orders from Sales Orders
Viewed 936 times since Wed, Jul 4, 2012
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... Read More
Printer Settings - Document Design Manager
Viewed 936 times since Wed, Jul 4, 2012
Datafile Software Printer Settings - Document Design Manager This option allows you to set a default printer and tray for the stock document. Clicking the drop-down list shows the printers available from the pc for you to select, after selecting... Read More
Stock Details OK?
Viewed 935 times since Wed, Jul 4, 2012
Datafile Software Stock Details OK? After confirming the order details are OK the system displays details from the finished stock item asking you to confirm these are OK.Again, if you respond ‘No’ then you can update these details â€... Read More
System Status
Viewed 934 times since Wed, Jul 4, 2012
Datafile Software System Status This option displays a summary of the current status of the Bill of Materials application in five sections. Company displays the identifying code and name of the active company. Files display the total number of... Read More
Application User Facilities
Viewed 933 times since Wed, Jul 4, 2012
Datafile Software Application User Facilities The Application User Facilities allow configuration of the individual Bill of Materials options. Read More
Remove Specific Orders
Viewed 930 times since Wed, Jul 4, 2012
Datafile Software Remove Specific Orders This procedure asks you to enter specific order references to remove. Remove Order Reference Enter the order reference to be removed - <F4-Select> is available. If you select an order that doesn&rsquo... Read More
Order Enquiry - Application User Facilities
Viewed 930 times since Wed, Jul 4, 2012
Datafile Software Order Enquiry - Application User Facilities When bringing an order enquiry to the screen up to nine items from the order header are shown in two columns, plus up to ten items from each order detail record across the screen.... Read More
Works Order Header and Detail Pick Lists
Viewed 928 times since Mon, May 16, 2016
Diamond and Premier Only   Earlier releases have introduced definable pick lists into Order Processing for the Sales/Purchase Order Headers, Sales and Purchases Ledgers and Stock Control. Release 6.8 now extends this facility to the Bill of... Read More
Consolidated Stock Picking Sheet
Viewed 927 times since Wed, Jul 4, 2012
Datafile Software Consolidated Stock Picking Sheet The Consolidated Stock Picking Sheet groups the works order details by stock code for all orders processed and gives a total required quantity per component. Two additional run-time parameters... Read More
Reset Order Detail Entry Numbers
Viewed 927 times since Wed, Jul 4, 2012
Datafile Software Reset Order Detail Entry Numbers As you maintain works order details the system assigns an ‘entry number’ for each detail you add. If you delete detail records then this can result in a ‘missing’ entry... Read More
Extra File Scans
Viewed 921 times since Wed, Jul 4, 2012
Datafile Software Extra File Scans Set the authority level to allow scanning of documents against the works order from the Works Order Ledger Enquiry. Read More
Edit System Status Display
Viewed 921 times since Wed, Jul 4, 2012
Datafile Software Edit System Status Display Each application has a ‘System Status’ that summarises the key facts about it, such as files, their sizes and how full they are, current period numbers and various other control... Read More
Launch Other Programs
Viewed 920 times since Wed, Jul 4, 2012
Datafile Software Launch Other Programs The Ledger Enquiry for each application has an ACTION panel that allows you to call selected actions from the main application from the enquiry. By default the Works Order enquiry has options to allow... Read More
Reports and Analyses - Application User Facilities
Viewed 916 times since Wed, Jul 4, 2012
Datafile Software Reports and Analyses - Application User Facilities Here you define how the standard Bill of Materials reports are to print. As with the Stock Picking Sheet you can select the print control, the data items to print, the sorting... Read More
Fax Printing - Document Design Manager
Viewed 909 times since Wed, Jul 4, 2012
Datafile Software Fax Printing - Document Design Manager Selected fax software, such as Tobit David and Zetafax, allow programs to pass information to them with regards to fax and contact details. This option allows you to enter those commands... Read More
Transaction / Detail Enquiries
Viewed 892 times since Wed, Jul 4, 2012
Datafile Software Transaction / Detail Enquiries Here you configure the authority level required to view the works order details, the items to be listed and, if Premier you are able to design an enquiry screen displaying further information from... Read More
Print/Build Works Order
Viewed 887 times since Wed, Jul 4, 2012
Datafile Software Print/Build Works Order The Works Order Acknowledgements are used as instruction documents for those picking the components and building the finished goods.Information can be printed from the stock file as well as the works... Read More
Works Order Replication
Viewed 789 times since Mon, May 16, 2016
Diamond and Premier Datafile 2015 Onwards Only This new facility allows the option to replicate an existing works order as the basis for a new works order and to optionally replicate up to 99 times. Selecting Replicate from the Order... Read More