Work Order Processes
- Inventory rebuild/repair/remanufacture: this type of WO is designed to take parts, labor, and possibly a dirty core and create a new inventory item or increase the quantity of an existing inventory item. These processes are facilitated by the 'work on inventory' work order type. WOs of these types are usually priced at cost.
- Customer repair/rebuild: these types of WOs are designed for doing work on customers' units. They do not add value to inventory, they usually have an invoice associated with them to pass cost on to the customer, and they usually incorporate price markups.
Work Order Parameters
Each work order has many parameters and values that define its purpose and impact in the system. Most of these values can be saved into easy to use templates to help avoid needing to reenter common data for each work order.
Work Order Types
Work order types are a named sets of data that describe defaults and parameters of work orders. All work orders have a work order type, and the list of types is user editable. Listed here are some of the more important work order parameters that can be set in a type:
- Name: a name defined by the user that should be useful and understandable by users. It describes the report type.
- Report: the type of report that should be printed for all work orders of this type.
- Work on inventory/work on customer unit: this is a very important field that defines which process work orders of this type are designed to perform. Work on inventory WOs create new stock or add value to existing stock, and all WOs of this type have a master part record. Work on customer unit WOs instead represent work done at the behest of a customer, and have a customer and customer unit associated with them. When finalized, WOs of this type are associated with an invoice to the specified customer.
- GL Defaults: specifies a default GL Department and GL Category for jobs on the WO. The category is used for the labor accounting.
- Part pricing defaults: these values allow the user to specify pricing methods and price markups for items on the WO.
- Cost: this pricing method uses part and labor cost to specify the work order price and the job prices.
- Customer: uses the customer pricing matrix of the customer on the WO.
- Markup: allows manual specification of a pricing level markup for prices on the WO.
Work Order Components
This is the part that a work order is "done to". For example, if the work order is of a type that involves a customer unit - and that unit is NOT a misc. unit (i.e. it's a specific customer unit that you prefer to have regulated info about) - there will be a button near the upper left corner of your screen that lets you add/edit the customer unit which you are working on. On the other hand, if the current work order is of a type that must involve an item from inventory instead, that same button will take you to the search screen where you can select the part you have in mind.
Jobs are children of work orders and represent jobs that were completed on the work order. A job might be something like "Change Oil" or "Repaint." Jobs are the link between work orders and sales orders, when the customer is going to be billed for the work being done on the work order. On a Sales Order, if you see the job attention icon, that's saying there's a work order attached to the sales order.
- Labor is written to using either dotted form (1.5 is 1h30m) or clock form (1:30 is 1h30m).