Purpose
The Work Order Types list page allows users to create a New Work Order Type, to tailor specific process requirements.
What can you do with it?
With the New Work Order Type feature, you can define and manage distinct work processes by setting up specialized work order types. This capability enables you to streamline operations, ensuring every aspect from input to output is precisely defined, ultimately enhancing workflow efficiency.
How is it done?
To create a new work order type effectively, follow these steps:
General Information
Enter the Name to identify your new work order type clearly.
Decide to Archive remaining plants when the work order is closed if applicable.
Processing Loss Management
Enable Show processing loss to track waste.
Choose specific Processing Loss Inventory Products.
Use Add Processing Loss Warning to set boundaries:
Upper bound (%)
Lower bound (%)
Defaults and Location Settings
For Work Order Inputs, default to Use Remaining.
For Outputs, configure:
Use Work Order Location.
Use Existing Inventory or opt to Create New Inventory.
Use Existing Lot or choose to Create New Lot.
Set default location preferences and allow users to update as needed.
Post-completion Adjustments
Allow modifications to equipment and records after Close or after Lock if necessary.
Enforce location changes or batch moves on work orders as required.
Additional Configurations
Set up Default Printer Job Template for organizing outputs.
Define Related and Required Records/Equipment.
Specify allowable Inventory Categories and Products for the inputs, outputs, and destructions.
Important Considerations
Ensure appropriate upper and lower bounds for processing loss to effectively monitor performance.
Choose default settings wisely to minimize manual adjustments later on.
Be mindful of permissions regarding changes post-completion to maintain data integrity.
Best Practices
Regularly review your work order types and adjust settings as processes evolve.
Keep default settings consistent with the most common processes to reduce errors.
Use clear and descriptive names for work order types for straightforward identification and tracking.