04 - Creating a Work Order

A Work Order helps you plan and track the production of a product. It defines the quantity to be produced, the Bill of Materials (BOM) used, and the estimated cost of raw materials.

Steps to Create a Work Order

1. Navigate to Work Orders
   

   • Go to Work Orders tab and click New
     

2. Fill in the Work Order Details

   • Entity: Select the entity (company) under which production will take place.

   • Party: (Optional) Select the party if the work order is linked to a specific customer/vendor.

   • Date: Choose the date of the work order.

   • General Ledger: Select the ledger where production costs should be recorded.

   • Status: Default is Open. You can update this as the order progresses.

   • Product: Select the product you want to manufacture.

   • UoM (Unit of Measure): The unit in which the product will be produced.

   • Planned Quantity: Enter the quantity of the product to be manufactured.

   • Warehouse: Choose the warehouse where the finished goods will be stored.

   • Work Order No.: The system will generate a unique work order number (you may also enter manually if required).

3. Add Bill of Materials (BOM)

   • Click on Add BOM.

   • The system will display the available BOMs for the selected product.
     

   • Choose the appropriate BOM and click Next.

   • The system will automatically calculate the required quantity of each BOM item based on the planned product quantity.

4. Estimated Cost Calculation

   • The system will compute the estimated unit cost for each BOM line item.

   • The total estimated cost of production will be updated accordingly.

5. Add Additional Details (Optional)

   • You can add extra products or raw materials if needed.

   • Enter notes for internal reference.

6. Save the Work Order

   • Review all details.

   • Click Save to create the work order. You can now Submit the work order for approval by clicking Submit for Approval button.

   • Once saved, the system will allow you to track production progress, material consumption, and final product output.

Quick Tip: The BOM quantities and costs are auto-calculated, saving you time and reducing manual errors.

You can also perform the following actions on existing work orders:

Edit Work Order
Go to Work Orders, select a WO, click Edit, update the details, then click Save.

Clone Work Order
Select a WO, click Clone, make changes, then click Save.

Delete Work Order
Select a WO, click Delete Selected or open a WO and click Delete.

Attach Files
Open a WO, go to Notes & Attachments, click Upload Files or drag and drop. Manage files as needed.

Next Step

After creating a Work Order, you can move to Executing a Work Order, where you’ll learn how to issue materials, dispatch finished product and address material returns if any.