Creating a New Work Order

If there's a production aspect of your business, and you're creating new Items out of singular components, then you're likely to grow very familiar with creating a Work Order. Work Orders amalgamate the two major aspects of production: parts and processes. The Work Order form in All Orders 4 offers you a split view to help you more easily see how these two aspects interact:

Every Work Order consists of a number of Steps / Operations. This describes the labor and manufacturing involved with producing the Item in question. All Steps are drawn from the Steps Profile List. Just select the Step from the drop-down menu.

Each Step can contain one or more Components. These are the Items that go into producing the final product. To add a component, highlight a 'Step', and then select (or scan in) the component.

But we're getting ahead of ourselves. To start a new Work Order, choose New Work Order from the Production menu, or simply press Ctrl+W.

At the top of the screen, you must first select the Item to be produced as well as how much of the Item was ordered. As you go into production, you can also tally how many of the ordered units have actually been completed thus far:

In the upper right-hand corner, you can enter both the order date and the date the order is due. You can alter these dates using the drop-down calendar control.

Also, if you do not wish to record this transaction within QuickBooks, just click NC Only, which will prevent it from ever going to QB. If you do wish to record the Work Order in QuickBooks for invoicing, click the Record to QuickBooks button on the Work Order's tab:

Of course, you must first finish all steps before it can ever be recorded in QuickBooks.

Each step will have a status which can have one of the following values:

Waiting: Components need to be allocated. You can enter quantities directly into the Allocated column of the Component List, or use ‘Pick All’ or ‘Pick Select’ to automatically allocate components based on available quantities.  All components must be allocated before status can be changed to ‘In Production,’ unless you have the ‘Allow status forcing’ option selected in Preferences.

Ready: All components have been allocated and the step is ready to be placed into production.

In Production: The step is currently is being worked on.

Finished: Production is finished for the step.

Status will automatically change from Waiting to Ready. To change to In Production, you use the standard Details column at the end of each row that gives you the option to change status.

To finish this step, choose Finished, and you'll be able to begin the next step. You can skip In Production and go directly to Finished by selecting ‘Allow status skipping’  in Preferences.

Note how the date and time is recorded for you, both the Started time and the Completed time. Of course, since you're not always right at your computer while in production, you can also manually track the duration required for each step:

The budgeted duration (that which is stipulated on the Item's Bill of Materials) is listed under budget, and you also have the UOM (hours, minutes, etc.) listed as a reference. The Actual field is editable, and it enables you to record the actual time taken to complete the step.

Keep in mind that you have a number of Work Order related commands on the toolbar. First, let's examine the commands available from the Activities drop-down menu:

Additionally, you can pull up other information via the Details drop-down list:

As always, you can click the Save button at any point to save off your Work Order and its progress. Once a Work Order has been finished, click the QB Record button to send it on to QuickBooks for invoicing. If you ever change your mind, a button will replace it called QB Undo. Click it to wipe the bill from QuickBooks.