2BizBox® Manual |
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In this Chapter, several common practical applications of Work Orders will be introduced.
In the daily manufacturing functions of Serva Software LLC, products that require maintenance can be processed in 2BizBox by Work Orders.
Maintenance products may come from inventory or WIP. For products from the warehouse, you need to collect the product and other parts. When the product is repaired, return it to the warehouse. For products in WIP, only spare parts are picked from the warehouse. When the product is repaired, the producing work will continue.
We will give two examples to explain these maintenance Work Orders in further detail.
When the product “Z01-01-001” is in the warehouse or returned by customer because it needs maintenance, you can create a Work Order for “Z01-01-001” with the quantity for maintenance. Approve this Work Order, but do not set it up yet. Instead, go to “Part Detail” and open the update interface.
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The Part Detail section is blank before it is setup; in the updating interface, add the part “Z01-01-001” and any other parts that require maintenance:
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When the Part Detail is submitted, you can pick “Z01-01-001” and other parts from the warehouse. When the Work Order is finished, receive “Z01-01-001” to the warehouse to finish the maintenance.
Parts in WIP have already been issued to the workshop, so there is no need to issue the broken part from InWIP. Make a Work Order with the Item “NA” and fill in a description like “WO13XXXXXX InWIP Maintenance” as a reference. Approve the Work Order, but do not set it up. Go to the Part Detail interface to add the spare part for maintenance.
Workers will pick up spare parts by Part Detail, and when they finish, they will receive the Work Order and bring the repaired parts back to production. Through the above procedure, it is clear to see that the main function of the Maintenance Work Order is to make a record for picking up spare parts. Compared with issuing an extra part in the original Work Order, Maintenance Work Orders give a straightforward view for the parts consumed.
Many companies outsource various tasks to reduce cost or make up for technical deficiencies, so as to focus on the core business. Generally, outsourcing is divided into six situations:
1. The outsourcing factory takes raw materials and creates finished products.
2. The outsourcing factory takes raw materials and creates semi-finished products.
3. The outsourcing factory takes semi-finished products and creates finished products.
4. The outsourcing factory takes semi-finished products and creates semi-finished products.
5. The outsourcing factory prepares raw materials and creates semi-finished products.
6. The outsourcing factory prepares raw materials and creates finished products.
How many situations has your company come across? Is it always puzzling to manage these complicated situations? Now, 2BizBox can provide you with very simple solutions, and no extra function.
Obviously, situation 6 can be treated as a regular purchasing progress. So, we will explain how to manage situations 1 to 5 one by one in 2BizBox.
Consider this situation:
You make work orders, you issue raw materials to outsourcing factories, and you receive finished products to the warehouse. The only step different from a normal work order is that, instead of the manufacturing process, there is an outsourcing fee. In order to show the fee in this work order, relate a purchase order with the item NA as the processing fee, and receive NA to the work order. In this way, the processing fee will be automatically calculated in the cost of this work order.
See the work flow chart to the right:
Detailed steps are available for your reference.
First, create a work order for the target product. Approve the work order and set it up as usual.
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Then, make a purchase order for item NA. When updating NA, fill in the description, outsourcing cost and add the WO as its Reference Doc.
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Approve the PO, and you can see the purchase order as follows, as well as the related WO.
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In 2BizBox, you may issue raw materials to the WO. In real time, the materials go to the outsourcing factory instead of the workshop.
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When the outsourcing factory completes the finished product, you will receive the PO to a WO.
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After that, you will see that the part NA has been added as an item in the part detail of the WO, and the issued cost is listed as the outsourcing fee.
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Finally, receive the WO.
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Similar to Situation One, outsourcing semi-finished products requires creating a WO and a PO with NA as the outsourcing fee. However, after the outsourcing factory finishes their job, you should receive only the PO, because these semi-finished products are still in the work sequence. Warehouses will receive the WO until all sequences are finished.
See the flow chart on the left. |
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| Regarding the outsourcing task as one working process in the work order, create a normal work order for the target product and set up manufacturing. When the semi-finished product is completed, create a purchase order with item NA as the outsourcing fee and relate it with the WO. Prepare a “transfer processing order” and send the semi-finished product to the outsourcing factory. After the outsourcing factory returns the finished product and it passes a quality examination, receive the NA purchase order and then receive the work order. |  |
If you have the patience to read, you might have found that the solutions are very similar one another as long as you understand NA and reference documents very well. Still, you must create a normal work order for the target product and set up manufacturing. When the semi-finished product is completed, create a purchase order with item NA as the outsourcing fee and relate it with a WO. Send the semi-finished product to the outsourcing factory. After the outsourcing factory returns the finished-product and it passes a quality examination, receive the NA purchase order first and then transfer the semi-finished product to the next working process. The warehouse will continue to receive WOs until all the working processes are finished.
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| Create a work order and approve it as usually, but remember not to set up manufacturing yet. Then, create a purchase order, relate it to the WO and receive the semi-finished product (NA) from the outsourcing factory to the WO. After that, set up the work order and transfer the semi-finished product to the next working process. Finally, let the warehouse receive the work order. |  |
Materials scrapped in manufacturing should be processed as shown in the flow chart below:
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Add a Work Order to make five “Z01-01-001. ” Setup and issue materials.
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Suppose the Part “B01-01-001” is scrapped; go to the quality box to make an NCR report. While updating the NCR, fill in the WO# and Inspected Qty:
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Update the NCR report and then go to the Part Detail of the Work Order. Revise the qty of “B01-01-001” so that you can reissue the scrapped Qty:
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