More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any production order name to go directly to its detail.
- Click New to create a new production order.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
The Production Orders tab allows you to manage creation of items that require an element of manufacturing or assembly before they can be shipped to a customer. A production order can have one or more production lines for the items that need to be created for the order.
When an item is ordered that requires an element of manufacturing and that item is not in inventory, it is placed on backorder Backorders are created when a sales order is approved and the order cannot be fulfilled because there is no inventory available for one or more items on the sales order.
A backorder is also created when an item on a sales order is a manufactured kit and requires a production activity to be carried out on it to turn it into the finished product.. When a production order is created for the item and it contains a bill of materials, those items are also placed on backorder if they are not in inventory. When the items are received by the warehouse they are automatically allocated to the production order.
In each production order line you can also allocate the items from stock to the production order. You can also undo this action for inventory that has already been allocated to a production order line.
You can submit a production order for approval to continue with it. Once the production order has been approved its picklist can be confirmed on the Production tab in Action Queues. From the Production tab you can also mark the production order as complete when the production work is complete. When a production order is complete, the inventory for that order appears on the Put Away Inventory tab in Action Queues. You can then select a location in the warehouse to place the item.
Once a production order has been completed, you can mark it as such. The customer order can then be confirmed and shipped on the Action Queues.