All manufacturers have situations where they need to run a job specifically for a customer’s order. This is true even for manufacturers who are not typically job shop. For example, you have a slow moving item that you don’t want to stock, so you manufacture as orders are placed. Or another product may have shortage of components so you want to allocate what you can produce to your top customer. In either case, you would want the ability to create a work order from a sales order and then have that link maintained. So, manufacturing would see who this work order is intended for and the product can be immediately prepared for shipment instead of storage.

Currently, X3's MRP will suggest that the work order be created, but once it is created there is no longer a link back to the sales order.

Comments

  • Correction...the work order can store the reference document which can store the sales order number. However, there is no function to create a Work Order from the Sales Order or Work Order screens.

  • On the sales order line, if the "source" field is set to "Work Order" instead of the "Stock", you can create the work order from the sales order function by go the "option" top menu, and click on "Work Order". The system will create work orders specificaly for this sale order. This is sometime referred as "back-to-back" orders.

  • Also, there is a check-box on the Sales tab of the item master for "Back-to-back orders". If checked then whenever this item is put on a sales order the field that Michael references will be set to "Work Order" as a default. In addition, if applicable, there is the same check box on the item category management tab so that any new item added with this category will have the box checked as a default. I have worked with these in V5 and V6.

    And, if desired, there is a batch job (that can be automatically run or interactively run) to create the work orders if you do not want to do it manually for each sales order.

  • Does anyone know how to allow allocation above the sales order quantity when using back-to-back works orders. We sometimes yield better than expected and the customer will accept the higher quantity up to 10%