The Upsilon Works Orders Module allows you to produce and manage works order documents for your organisation. The module includes options to track the manufacturing process from initial sales order through to completion and links directly to the Upsilon products, sales order and purchase ordering modules. The module is also backed by fully featured reporting options.
For help on the works orders option DataGrid, header form or items form click the respective tab pages below.
The Upsilon Works Orders DataGrid allows you to browse, filter and sort the works order documents that you have created within the Upsilon Works Orders module.
TIP: Clicking the pencil icon will launch the header form in edit mode for the selected record.
NOTE: Sales Orders are displayed in different colours dependant upon the made status of each order. Works Orders which have a made status of NONE are displayed in black. Works Orders which have a made status of PART are displayed in amber. Finally, Works Orders which have been fully made and have a made status of COMPLETE are displayed in green.
Toolbar
| Toolbar Item | Description |
|---|---|
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The Quick Search option can be used to quickly filter the grid. NOTE: Fields searched by the Quick Search option are Document Number and Notes. |
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Add New record. |
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The search button can be used if a more detailed search is required. Using this option the grid can be filtered by any value in any field. |
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The Export button is used to export the grid records to an external, downloadable data file. Supported file formats are MS Excel, CSV and XML. At time of export there are also options to specify which columns are included in the exported data along with other file type specific options. |
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The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns. The status of the grid can also be saved so that the required grid status can be loaded again at a later time. |
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Refresh the grid. |
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Calls context sensitive help system. |
The Upsilon Works Order Header form allows you to edit and save the selected Works Order record.
Toolbar
| Toolbar Item | Description | |||
|---|---|---|---|---|
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Add new record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode. | |||
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Save the form. | |||
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Allocate |
Allocate stock to all items on this works order. |
| Un-Allocate | Un-Allocate stock to all items on this works order. | |
| Print Stock Shortages | Print Stock Shortages Report for this Works Order | |
| Print Picking List | Print Picking List for this Works Order. | |
| Works Order Documents | Issue new works order documents and view / re-print previously issued works order documents. |
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Call the context sensitive help system. |
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Return to calling grid. |
Items Toolbar
TIP: Clicking the pencil icon will launch the items form in edit mode for the selected item record.
| Toolbar Item | Description. |
|---|---|
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Add new item record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode. |
Mandatory Fields
| Field Name | Notes |
|---|---|
| Document Date | Must be a valid date. |
| Due Date |
Must be a valid date. |
Tab Pages
| Tab Name | Description |
|---|---|
| Works Order | The works order tab is where the key information relating to the current works order is entered, such as the document date, due date and so on. |
| Notes |
The Notes tab allows you to enter any notes relating to the current quotation. NOTE: Maximum 255 characters. |
| Status | The Status tab displays read-only information relating to the status of the Works Order. |
The Upsilon Works Order Items form allows you to edit, save or delete the selected works order item record.
Toolbar
| Toolbar Item | Description | |||
|---|---|---|---|---|
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Add new record. NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode or back to the quotation header dependant upon which add item button was clicked. | |||
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Save the form. | |||
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Delete the current record. NOTE: The system will not allow deletion of a Sales Order Item if the order has been cancelled, if there is a despatch quantity, if there is an allocation quantity or if there is a quantity of items printed. | |||
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Allocate | Allocate stock to this works order item. | ||
| Un-Allocate | Un-Allocate stock to this works order item. | |||
| Update BOM | Update components list to the Product record. | |||
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Call the context sensitive help system. | |||
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Return to calling form. | |||
Mandatory Fields
| Field Name | Notes |
|---|---|
| Product Code |
The Product Code field Is editable only upon adding new records. |
Tab Pages
| Tab Name | Description |
|---|---|
| Works Order Item | The Sales Order Item tab is where key information relating to the selected order item is entered such as product details, pricing and discount percentage. |
| Components |
The components tab allows you to add, delete and update the components for this works order item. TIP: Clicking the Add New button will allow you to insert new components for this works order item.
TIP: Clicking the pencil icon will take you to the components edit form. |
| Unit Of Sale |
The unit of sale tab allows you to select a unit of sale for the selected product. Units of sale are defined in the Products option. |
| Item Status | The Status tab displays read-only information relating to the status of the Sales Order Item. |
See Also