Merge, Transfer and Change Revisions On Works Orders

Manufacturing thumbLast month, substantial new functionality was added to OrderWise Manufacturing to enable multiple works orders to be edited en-masse. This came in the form of a new batch edit works order screen that allows much greater efficiency to be achieved when changing, updating, amending or splitting out works orders. You can read about this feature HERE.

Now in version 10.1 of OrderWise, three more new features have been added to this treeview node that enables users to merge, transfer or change revision on a works order that has yet to be started.

Change Works Order Revision

Works order revisions are used to manage variations of the same manufactured items.  This may be an item available with different finishes, colours or labels where the item itself is inherently the same with only a slight difference to the bill of materials or process. Many manufacturers will know of situations where they have had to change this works order revision prior to work starting. There are a number of reasons this could occur, possibly due to out of stock components meaning alternatives need to be used or simply customers changing their mind on the item colour or specification. In situations where multiple works orders are affected by this, businesses will find it is much more efficient and productive to identify and change all works orders from within a single screen rather than edit each one individually.

13605 - Batch Edit Change RevisionTo help OrderWise users manage this from the batch edit works orders grid, works orders of the same manufactured variant can now have their revision changed together in one pass. Information such as the components, images, documents, analysis fields, processes, set costs, by products and assembly instructions will be totally replaced by that of the new revision. This functionality will only apply to orders waiting to start and with no components allocated. Access to this feature can be controlled via the relevant manufacturing user group setting.

Merge Works Orders

As the processes involved in building items can often be complex and laborious, it is important for manufacturers to make works orders as quick and as simple as possible. Often businesses can have multiple works orders for the same item that require completion at any one time, possibly with common sub-assemblies that also need to be built first before the top level items are manufactured. Manufacturers can then find multiple works orders created for the same sub-assembly item as each top level works order is created, resulting in significant manual work to efficiently combine the common sub assembly works orders or an inefficient work flow.  Alternatively, it could be as simple as new demand resulting in further works orders being generated for the same item.

13144 - Batch Edit Merge WOPracticality therefore dictates that in these situations where there are multiple works orders for the same item that need to be completed based on the same demand, businesses should amalgamate and complete these at the same time. This is not only more cost-effective but also much more efficient.  Although the ability to amalgamate demand already exists, this can only amalgamate what is generated at the time and may not be suitable for all works orders being created.

To solve this, from the batch edit works order grid works orders for the same manufactured variant can now be merged. The works order with the earliest start date will become the master works order and all other works orders will have their details copied over before being deleted from the system. Just like the change works order revision feature, only works orders waiting to start and not for specific sales order lines can be merged and access is controlled by a manufacturing user group setting.

13278 - Batch Edit Transfer CreateCreate A Works Orders Transfer

It is not uncommon that many businesses will manufacture an item outside of the location where the demand was originally created and will need to transfer the works order. This could be for a number reasons, businesses may have premises set up and designed for manufacturing certain products, fulfilling certain customer orders, be tasked with fulfilling manufacturing demand for fulfilment or consignment stock locations where goods are simply being sold outside of the manufacturing location. In other cases it may be that one location simply doesn’t have all the component stock, therefore the works order will be assigned to one that can fulfil the demand.

When the demand and manufacturing locations are different then processes need to be in place to ensure stock and demand are matched and requirements being duplicated is carefully avoided.  However once the works order generated from the demand location has been reassigned to the manufacturing location, there is no longer anything to meet requirements at the demand location.  The OrderWise Stock Transfer module will indeed provide management of stock between different locations with the To Transfer report working almost like internal purchasing, generating transfers to fulfil demand internally over multiple locations. However with multiple works orders to manage and works order that may need to be merged following generation, in some manufacturing environments managing the transfer of stock from works orders is best handled as part of overall manufacturing control and not as part of purchasing.

13278 - Batch Edit Transfer - Qty to TransferTherefore the final new feature added to the batch edit works order grid in version 10.1 provides simple creation of works order transfers with users able to select a number of works orders and create a stock transfer from the works order location to a location of their choice in a few simple clicks. Once works orders have been fully configured, merged, split or managed as required, users can simply identify transfer requirements by ensuring relevant fields are displayed within the grid and initiate the transfer to ensure the demand from the original location is fulfilled. The works orders must currently be at the same stock location and the destination location must exist against their manufactured variants. When the stock is built, the transfer can be despatched as normal from the Despatch module. Again, access is controlled by a manufacturing user group setting.

With these new features, OrderWise Manufacturing users can benefit from much greater flexibility when managing their works orders, as well as more efficient processing when updating key details across multiple works orders. With this comprehensive, streamlined method of batch editing works orders, businesses are able to save valuable time, maximise production, help keep manufacturing costs reduced and ensure customer requirements are met.

For more information on OrderWise including Manufacturing, watch our videos or download our brochures.

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