2. List of work orders - adding new work order
1. Click on (+) to add a new work order
3. Enter data in the header of the work order page
Select "Customer" - purchaser (if the production is for stock then select your company), contact person, production deadline, any extra guidelines in Additional instructions (important instructions for executing work order).
4. Adding ordered products/services to the work order
Click on "Add ordered product" and a dialog will open, in which the products processed with the work order can be selected (they can also be transferred from the offer or sales order).
In the "Search" field, partially enter the product name or product code that should be processed with the work order, click on Confirm, and enter the quantity and price.
If you select the option (the visibility of this option is linked to the MetaKocka settings) Plan/Realization in the same line, the realization of the item for production will be displayed in the same line as planned.
Note: If you have selected an item for which you have previously created a standard, the planned quantities of materials and labor will be automatically added (points 5 and 6 of this instruction).
5. Add planned materials and labor for the work order (this step is not mandatory)
To add the planned material that you have foreseen for the production order, click on "Input Plan for Material Consumption" – a dialog will open for selecting items from the warehouse. Here, you can find and select the material planned for production and add it by clicking "Confirm."
You can also schedule or plan the labor required for the production order. By clicking on "Input Plan for Labor," a dialog will open where you select the contractor, the service they will perform, for which position, the number of planned hours, and the cost.
6. Add material consumption
If you have entered the planned item, you can click in the empty field "Consumption" in the planning row, and a dialog will open for entering the quantity of material consumed. If you have not entered a material plan, then click on "Input Material Consumption," and a dialog will open where you can select the material from the warehouse.
When you save the consumption entry, the stock for the selected warehouse will be reduced. The costs will be automatically attributed to the selected position and the order.
7. Complete the processing of products/services on work order
Tick "Ordered product" which means that the fulfillment of the ordered product is completed.
If there are multiple products (positions) on the work order, such can be completed in full or partially.
8. Transfer the processed product to the warehouse - create supplies
By clicking on "Transfer to warehouse", the supplies of ordered products will be created in the warehouse.
9. Create an inbound order/delivery note/invoice from the work order
By clicking on "Tools", an option to transfer the work order to the desired document will be shown (inbound order, delivery note, inter-warehouse, commission).
All ordered and unshipped products will be transferred to the selected document.