A Work Order documents and records the inventory and operations used for manufacturing parts in LOCATE. Work Orders are commonly created through a Build to Stock Action from a Bill of Material, or Light Manufactured Inventory – Bundle Part. However, they can also be manually created for one-off manufacturing processes.

A Work Order’s essential function, is to consume Parts to make new Parts or items. One way of looking at a Work Order, is to see it like a conversion. Converting raw materials (Input Parts) to finished goods (Output Parts). Every work order MUST have an output in order to complete and if there is only one output, then qty must be greater than zero.

Location

  1. From the Main Menu navigate to Manufacturing > Work Orders

Tutorials

Bundle Assembly Workflow
Work Order Cost Distribution
Sample Work Order Workflow
Copying Bill of Materials Categories to a Work Order
How to Link Work Orders to a Manufacture Order in Bulk

FAQs

What is a Work Order?
Why can’t I yield my work order?
How to manufacture with a Work Order?
How to build bundles during the pick stage?
Using non-inventoried items on BOMs/WOs?
How to deconstruct bundles during the pick stage?
Why is there inventory left over in my “Yield” Location?
How can I convert one part into another part in LOCATE?
How does LOCATE handle cost distribution on Work Orders with multiple outputs?

Pages

List Detail – The landing page for the Work Order module and where to access all existing work orders
New – Create a new work order
Profile – Manage order lines and view important order information
Notes – Make internal notes about an order
Operations – View workflow steps associated with this order
Custom – Manage order-level custom fields
Cost Tree – View the tree of the costs involved in completing a work order
Documents – Attach documents to the order
Ledger – View accounting details related to the order
To Do – Create and manage tasks for this order
Audit – View the audit history for this order

Actions

Note: Actions will be shown or hidden based on the order type, status, workflow, and user permissions.

Link to Manufacture Order – Links a work order to an existing Manufacture Order.
Clone Work Order –
Creates a new work order with the same information as the selected work order. Only the work order number and timestamp will differ. NOTE: LOCATE will background the process of cloning larger orders to prevent timeouts. Any order under 20 lines will be cloned during the API call, but any order larger than this will have its lines cloned in the background and a system alert will appear on the order until the cloning process is complete.
Issue Work Order –
Once the work order is ready for processing, you will need to issue the work order. Issuing a work order activates the input line items to be picked.
Unissue Work Order –
This actions disables items in a work order for picking and allows edits to take place.
Pick Work Order –
Creates a pick record and redirects to the Picking Module.
Yield Work Order – This would complete the work order. A work order must contain at least one input and one output before it can be yielded. The order status will change to Complete. Quantities will remain in the yield location until they are either putaway or consumed.
Auto Complete –
This will auto pick any input goods, assuming there is an available quantity to pick. The status would become Ready to Yield. If there is not, then it the non-pick-able lines would show as Ready to Pick and the status would remain in Issued.
Void Work Order –
Void all line items on the order. This cannot be undone. The order status will change to Voided. LOCATE does have the ability to void completed Work Orders, as long as the output goods have not been committed/moved. (If the option to void a completed WO are met then the option will be available in the actions menu, if not the option will be disabled/unavailable.)
Delete Work Order
– Deleting just removes the record from the list view and archives the record in the module Trash Can where it can be restored if needed.

Statuses

Unissued – The order is still being drafted and can be modified.
Issued – The order has been confirmed. Any workflow steps have been initiated.
Ready to Yield – The work order is ready to be yielded. Completed picks on work orders in ready to yield can be voided. This will move the WO status back to Issued.
Complete – The order has been yielded/completed.
Voided – The order has been voided.

Work Order Fields

Field NameField DescriptionField OptionsField Notes
NumberThe number assigned to a work order
SiteThe site from the which this work order should be fulfilled
Type/Work Order TypeThe type of work orderStandard – Either an arbitrary Work Order or created by a Build to Stock via a BoM.
Deconstruct – A Work Order that is created when a Light Manufactured Bundle needs to be broken down into its Input Parts or created by the receipt of a Deconstruct on Receipt bundle or configurable.
Repair – (Not manually created) Utilized through the Return Order repair process.
LocationThe user-specified location the Work Order’s Output Parts will be yielded toAny Site location that isn’t restricted
Part/BOMThe light manufactured part or bill of material being manufactured
MultiplierThe number of times the Work Order will be executed
Order/Order NumberThe number of the order associated with the work order, if anySales Order Number
Use Order Number
Transfer Order Number
Return Order Number

Receipt Number
Manufacture Order The number of the manufacture order associated with the work order, if anyManufacture Order Number
StatusThe status of the work order
Created ByThe user or service that created the work order
Created AtThe time and date at which the work order was created
Updated AtThe time and date of the last change made to the work order
Issue Date
The time and date at which the work order was issued
Expected Completion DateThe expected date at which the order is expected to be completed
PriorityThe priority of the order, or the urgency with which this order should be prioritizedLow
Below Normal
Normal
Above Normal
High
This field can be optionally shown on many work order reports.
MemoA message intended to be seen by someone outside of your company