Creating Work Orders Manually
Access the Edit Work Orders form.
- Winery
Select the facility for which you want to create the work order. If the user ID is associated with a facility, this facility is used as the default value. In addition to the fields discussed here, you can define category codes for the work order. After entering the work order information, you can also add instructions and comments on separate tabs. Use these text fields to enter unstructured information, such as priority information, that you cannot enter in the predefined fields.
Note: If you enter both instructions and comments, only the instructions appear as an attachment to the work order record.- Work Order Description
Enter a description to identify the work order that you are entering.
- Work Order Number
The system generates the work order number when you click the Save and Continue button. This number is sequenced by facility.
- Work Order Status
The work order status is controlled by the system. You cannot manually change it. Values are:
Planned: You can use this status when the work order does not have associated operations or is associated with at least one planned operation and the other associated operations are in Draft or Canceled status.
Draft: All operations are in Draft status and are not ready to be released to the facility. Do not schedule work from work orders in draft status.
Active: At least one operation is active or actual, or the work order includes a closed operation as well as operations at Planned or Draft status. If the work order does not include closed operations, the other operations are in Draft or Canceled status.
Canceled: The work order is inactive. It is visible, but no activities can be performed.
Closed: All operations are closed or canceled.
You can run the Calculate Work Order Status program (R31B19) which checks the statuses of all associated operations to update work orders to closed.
- Type
Select the type of work order that you are going to create from the Work Order Type UDC (31B/TW). Values are:
BAR: Barrel.
CLN: Cleaning.
CDP: Crush Drain Press.
CQA: Crush QA Additive.
ISP: Inspection.
MNT: Maintenance.
PDR: Prod - Red Wine.
PDS: Prod - Spirits.
PDW: Prod - White Wine
ISP: Inspection.
Use this selection to group work orders in views and inquiries.
- Creator ID
The default value for this field is the address book number of the person entering the work order. However, you can overwrite the value. Use this field to search for orders that you created.
- Date Created
Enter the date on which you create the work order.
- Date Requested
Enter the expected completion date of the work order.
- Alternate Work Order Number
You can enter an alternative work order number, for example, for the purpose of external record keeping. This field is for information only; you can use it to capture the work order numbers that were created outside the system.
- Harvest Operation
For reporting purposes, indicate whether the work order encompasses harvest operations.
- Save and Continue
Click to save the work order header and store it in the Work Order Header table (F31B93). Once you click this button, the system generates the work order number and activates the Associated Operations grid.
- Save Instructions and Comments
Click to save the instructions and comments that you added to the work order.
- Add Blend Operation
Click to add blend operations. The system calls the Operations Header form. Select a configured operation and enter an new operation providing the data that is required by the configured operation. When click the Save and Close button, the system returns you to the Edit Work Orders form. Click Find to retrieve the newly created work order into the Associated Operations grid.
- Add Grower Operation
Click to add grower operations.