Create Works Orders from Completed Sales Orders


Bill of Materials allows you to create Works Orders from Sales Orders. Generally, you would only create works orders if the Sales Order is ‘Active’, but options allow you to create the Works Order if the Sales Order is on ‘Hold’ also.

Where using Sales Order Processing in a Trade Counter environment and selling as a ‘Finished Item’ items you collect as components off the shelf then it can be useful to allow for the creation of Works Orders from completed Sales Orders so that you can drive the stock updates. A new parameter has been added to the Generate Works Order parameters to allow this.


Installation

Application User Facilities

To enable the option to create for completed sales orders a new option has been added to the Bill of Materials parameters.

To update Premier Installer users can right-click on the Order Entry menu action and choose to Configure Option and Generate from Sales Orders. Alternatively, users can select Installation from the main menu followed by Application Manager, Application User Facilities, Bill of Materials and Enter/Amend Orders and then Generate from Sales Orders.


Create Works Orders if Sales Orders Complete – set to include completed sales orders when searching for Works Orders to be created.


Custom Fields

Article ID: 2275
Created On: Tue, Oct 15, 2024 at 12:49 PM
Last Updated On: Wed, Oct 23, 2024 at 11:13 AM

Online URL: https://kb.datafile.co.uk/article/create-works-orders-from-completed-sales-orders-2275.html