Work Orders - List
The Work Orders page is where you manage all production orders. A work order represents a manufacturing job: it records which item is to be produced, for which customer, how many are planned and what time frame applies. From a work order you can drill into its positions (Bill of materials lines and operations), track progress and close the order once production is complete.
Opening the list
- In the main navigation, go to Documents › Work Orders.
- The list opens showing all open work orders by default (filter Closed = Open is pre-set).
Click any row to open the Work order detail page, or click + in the toolbar to add a new one (see Creating a work order).
Filters and search
The filter bar above the grid lets you narrow down the list. Type in the search box to search across Sales Order, Item and Customer Name at once. Use the individual filter fields for more precise control.
| Filter | Description |
|---|---|
| Reference | Filter by linked documents. Use the selection dialog to pick from the list. Manual reference, or automatic reference when sales-order related. |
| WO ID | Filter by one or more work order IDs (DocEntry). Use the selection dialog to pick from the list. |
| Closed | Show open or closed work orders. Defaults to Open. Set to blank to show all. |
| Type | Filter by production type. The available values come from the Production Types master data. |
| Customer | Filter by customer ID. Type the customer code directly. |
| Item | Filter by one or more item codes. Use the selection dialog to pick from the item list. |
| Priority | Filter by one or more priorities. Use the selection dialog to pick from the Priorities master data. |
Press Go to run the search with the current filter values. Press Clear to reset all filters. Press Adapt filters to select any value(s) based on the columns in the list below.
List columns
The grid shows the most useful fields by default. Use the column settings button to show or hide additional columns.
| Column | Description |
|---|---|
| Status | The calculated status of the position, shown as a colored badge: Open (no quantity made yet), In Work (some quantity made but not closed), or Closed. |
| WO ID | The unique numeric identifier of the Work order (DocEntry). |
| Reference | The sales order the Work order was created from, if any. |
| Order Date | The date the Work order was entered. |
| Customer | The customer code and name, shown as Code – Name. |
| Item | The item (finished good) to be produced. Clicking the link navigates to the item master data. |
| Type | The production type (e.g. Standard, Rework, Repair). |
| Start Date | The planned production start date and time. |
| End Date | The planned production end date and time. |
| Delivery Date | The date the finished goods are due to be delivered. |
Additional columns
The following columns are available but hidden by default. Use the column settings button to show them.
| Column | Description |
|---|---|
| Work Time | The total work time already posted against this order. |
| Target Time | The planned (target) work time for the entire order. |
| Receipt Count | The number of goods receipts that have been posted for this order. |
| Priority | The production priority for this order. |
| Branch | The business place (branch) the order belongs to. |
| Branch ID | The internal number of the branch. |
| Project | The project code the order is linked to, for cost tracking. |
| Status Description | A free-text description of the current status; set by the posting process. |
| Status % | The completion percentage of the order. |
| Locked | Indicates whether the order is locked against further changes. |
| Planning Order | When checked, this is a planning order only and has not yet been confirmed for production. |
| Overhead | The overhead costs posted to the order. |
| Color | The color assigned to the order's production type, used to highlight the row in the list. |
| Closed | Indicates whether the order has been closed. |
| Created | Date and time the work order was created. |
| Created By | User who created it. |
| Modified | Date and time the work order was last changed. |
| Modified By | User who last changed it. |
| Project manager | The person responsible for the project the order is linked to. |
| Ship-To-Code | The customer's ship-to address code. |
| Phone | A contact phone number. |
| Zip | The delivery postal code. |
| Whether the work order has been printed. | |
| Additional text | A free-text field for longer notes or instructions relating to the order. |
| Actual time | The total actual time recorded for the order, as used in cost calculations. |