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Works Order Operation Stages

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’...

Changing the Order Status

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...

Calculated Commencement Date within Order Entry

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...

Enter / Amend Orders - Application User Facilities

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...

Order Entry - Abandon Immediate Issue if Insufficient Stock

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...

Document Parameters - Document Design Manager

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...

Recalculating Sub-Assembly Components

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...

Print Preview and Test Print - Document Design Manager

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...

Printing the Document and Updating Files

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...

Compact & Audit Database

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...

E-Mail Settings - Document Design Manager

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...

Select Document Layout

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...

Ignore Records on F4 Lookup

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...

Document Design Manager

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...

Recall Standard Text

Datafile Software Recall Standard Text Recall Standard Text allows you to attach a word or phrase to a specific key combination (such as +). For example you might want the additional notes to include the phrase ‘Build to...

Display of Component Details

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...

Additional Details

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...

Works Order Ledger Enquiry

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...

Save and Exit - Document Design Manager

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’...

Stock Images within Pick / Build Documents

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...

Ledger Enquiry Manager

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...

Cleardown Options

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...

Inserting New Items - Document Design Manager

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...

Select Key Definition

Datafile Software Select Key Definition Whenever you press 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...

Issue Components Separately from Build

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...

Closing Information

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...

Set Company Details

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...

Header Information

Datafile Software Header Information Order Ref After selecting the document layout you are asked for the works order reference you wish to process. is available to search if required. Date Defaults to the ‘system’...

Application Manager

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.

Stock Details OK?

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 �...

Stock Picking Sheet

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...

Controls & Audit Manager

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...

Application Screen Layouts

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...

Document Watermark - Document Design Manager

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...

Configuring Bill of Materials

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...

Set Application Code Formats

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...

Set Auto Expand Data Files

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...

Moving, Deleting and Amending Items - Document Design Manager

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...

Launch Other Programs

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...

Consolidated Stock Picking Sheet

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...

Database INI Settings

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...

Database Audit

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...

Fax Printing - Document Design Manager

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...

Expand Data Files

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.

Create from Sales Orders - Allow Alternate Item for Assembly Build Qty

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....

Transaction / Detail Enquiries

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...

Create from Sales Orders - Alternate Order Generation Sequence

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...

Extra File Scans

Datafile Software Extra File Scans Set the authority level to allow scanning of documents against the works order from the Works Order Ledger Enquiry.

Works Order Header File ITEM Screen Design

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...

Order Entry - Separate Reserved & On-Order Updating Flags

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...

Print Works Order if no Details

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...

Adding a Works Order

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...

Reports

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...

Set Database Profiles

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...

Print Stock Picking Sheets - Application User Facilities

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...

Works Order Header File FULL Screen Design (Premier Only)

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...

Changing Order Details

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

Analyse Orders

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.

Works Order Specification

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...

System Profiles

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...

Report on Order Status

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.

Update Works Order / Create New Stock Record Maintenance Screens

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...

Build Works Orders - Application User Facilities

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...

Printer Settings - Document Design Manager

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...

Enter Works Orders

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...

Security and User Manager

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...

Remove All Completed Orders

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...

Control Completion of Works Order

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...

View an Order

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 to search. The screen displayed on VIEW action is as per the UPDATE screen.

Consolidated Order Picking Sheet

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...

List Order Headers

Datafile Software List Order Headers This report lists further details from the Works Order Header.

Remove Orders by Date

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...

Updating a Works Order

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...

Remove Redundant Orders - Application User Facilities

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...

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...

Order Details OK?

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...

Deleting an Order

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.

List Order Details

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...

Alternate Panel Settings

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...

Link to Report Generator Label

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...

Works Order Header and Detail Pick Lists

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...

Remove Specific Orders

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 - is available. If you select an order that doesn&rsquo...

System Status

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...

System Status - Application User Facilities

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.

Print/Build Works Order

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...

Print Works Orders - Application User Facilities

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...

Edit System Status Display

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...

Outstanding Orders

Datafile Software Outstanding Orders This report lists all the works order details that have an ‘active’ order status.

Reset Order Detail Entry Numbers

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...

Application User Facilities

Datafile Software Application User Facilities The Application User Facilities allow configuration of the individual Bill of Materials options.

Order Enquiry

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...

Reports and Analyses - Application User Facilities

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...

Order Enquiry - Application User Facilities

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....

Works Order Replication

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...

Alternative Works Order Status Codes

Each Works Order carries an Order Status. These are pre-set codes that categorise the orders as: A Active Order H Held Order F Forward Order D Deleted Order C Completed Order This new feature allows for the definition of up to five user-defined...

Automatic Documents - Abandon if Insufficient Component Stock

Print and Build Documents within Bill of Materials allow the system to validate the component issue quantity against the physically available value on the stock record. If insufficient stock on any component line, the system can then prompt for the...