Tip of the Week: Sicon Manufacturing Process Works Orders Screen

Sicon Manufacturing’s Process Works Order feature has been designed to provide a quick and efficient way of processing works orders from start to finish.

The screen is used to search for and process works orders individually or in bulk through to completion based on an array of filtering options.

In this tip of the week, we’ll show you how this seemingly simple function provides a wealth of information and functionality that saves you time when processing and reporting on works orders.

(Click to expand the images for easier viewing.)

Navigate to Sicon Works Order Processing > Works Orders > Process Works Orders.

At the top of the form, there are several filters and sorting options to refine the types of works orders you want to view and process.

The Status dropdown defaults to all current works orders, however you can select other works order statuses from the list.

By default the Due date from and Due date to search criteria is set to 1 month before and 1 month after today. This can be changed within the works order settings.

When you’re ready to display the filtered works orders, select Search.

To process works orders individually, select the checkbox next to the relevant works order.

To process works orders in bulk, you can use the Select All button at the bottom and deselect any works orders as needed by unchecking the box individually.

Works orders with subassemblies can be easily identified by the + symbol to the left of the WO number. To view and process the subassembly works order, click the + to expand it.

If you want to export the list to Excel, select the Send to Excel button. This formats the data to facilitate this.

Then right click and hover over Export and select either All to Excel or Selected to Excel.

There are various buttons along the bottom of the form including: Edit, Allocate, Unallocate, Issue, Book and On Hold. You can also Print single report types or Batch Print multiple report types.

To link to sales orders, press Link to sales order. This adds a preallocation link to the works order, allowing the sales order to be viewed from the works order and vice versa. It also allocates the finished item to the sales order when it’s booked into stock.

Unallocated or unissued works orders can also be deleted from this form using the Delete button.

If a works order is processed through to completion and the works order has been booked, it will remain on the list until you select the Search button again, which refreshes the list.