Work Orders

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Work Orders

Creating Inbound Work Orders

Creating Outbound Work Orders

Processing Work Orders

Shopping Cart (Work Orders for all customers)

Work Order Tab Information

Creating Inbound Work Orders Select a customer (FIG 1) Click on the Work Order tab Click on the White page icon (top left on the tool bar) to create a new Work Order In the detail portion of the work order, use the Browse button to change it from Outbound to Inbound Click on the Save Icon in the toolbar when finished Click on the Line Items tab (FIG 2) Click on the Add Line Items button The Inbound Work Order Line Item window will pop up (FIG 3) This will give you the option to add tag numbers, articles, or generic Line Items A Work Order cannot have a mixture of Tag Numbers, Articles or Generic Line Items on it. You will

have to have separate Work Orders for Tag Numbers, Articles, and Generic Line Items Inbound Work Orders are great if you know what you are receiving before it gets to the warehouse.

You can create an Inbound Work Order so the Warehouse can scan the pieces in as they come into the Warehouse

Inbound Work Orders will be highlighted in a light blue, that way you can always tell the difference.

Creating Outbound Work OrdersThere are 2 ways to create Outbound Work Orders

The First way: Select a customer (FIG 4) Click on the Inventory tab Select a piece of inventory Right Click on the inventory piece A menu will pop up You will have many options, one of which is to add that piece of inventory to a new or existing Work Order. Select which option applies to your current task You will be asked to “Add All” or you can select the quantity you would like to add to the Work Order (FIG 5) If you created a new Work Order you can find it under the Work Order tab If you selected “Add to an Existing Work Order,” you will receive a message that gives you the option to browse

to the Work Order (FIG 6) If you would like to select multiple pieces to add to a work order, you can do so by using the Shift key or the Ctrl

key.

Creating Outbound Work Orders cont.The Second Way: Select a customer, click on the Work Order tab, click on the White page icon (top left on the tool bar) to

create a new Work Order (FIG 7) Fill out any information for the Work Order (priority, assigned by, bill of lading etc..) Click on the line items tab (FIG 8) Click on the Add Line Items button The Work Order Line Item Query box will appear Click on the browse button next to “select filter criteria” Select a field that you would like to use to filter Click on the browse button under the “select filter criteria” (FIG 9) Select a value to filter from, click on the OK button once the value is selected Once you are finished entering the filter criteria, click on the + sign to the left of line item (FIG 10) This will add a new line, on the new line double click in the quantity requested box and enter the quantity of

the piece that you would like to add to the work order (this can not be larger than the quantity available) (FIG 11)

Once you have entered the quantity requested, click out of that box. (If you don’t, the ADD button will be grayed out)

Click on the Add button to add the piece to the work order Click on the Close button when finished If you follow all of the steps above, the line item should be attached to the work order when you close out of

the Work Order Line Item Query box (FIG 12)

Processing Work Orders There are ways to process Work Orders:

The First way Scanning the inventory piece out against the Work Order

The Second way Manually processing the Work Order by Line Item Select a Work Order to process (FIG 13) Click in the quantity processed box for that line item and enter the quantity requested Click TAB This will open the Line Item Inventory Processing window (FIG 14) Enter the Location Out information Click OK when finished If you click Close, the Work Order will still process, but the inventory will not come out of inventory

The Third way Process the entire Work Order without having to go line by line Select a Work Order to process (FIG 15) Right Click on the Work Order Select ”Process Selected Work Order” Enter Location Out Information (FIG 16) Click OK when finished, and the Work Order will process

Shopping CartThe Shopping Cart is a way to look at Work Orders for all customers, so you don’t have to go into each customer to view their Work Orders.

Click on the Shopping Cart Icon on the toolbar (FIG 17) You can change the Types of Work Orders you would like to view To open a Work Order, double click on it. This will open the Work Order in the Customer

window.

Work Order Tab Breakdown Details tab Line Items tab Report Fields tab Requested By tab Delivered To tab Service Codes tab Comments/Instructions tab

Select a customer

Right click on an inventory piece

This is where you can select “Add Selected Inventory To New Work Order” or “Add Selected Inventory To Existing Work Order”

Back to Outbound Work Orders

After you either Add to a New Work Order or Add to an Existing Work Order, you will be asked to Add All Inventory, or you can add a specific quantity. Click OK when finished

Back to Outbound Work Orders

If you are adding inventory to an existing work order, you will be asked which work order. Check the display box, if that is not the correct work order number, then click on the Browse icon and select the correct one. Click OK when finished.

Browse

Back to Outbound Work Orders

Add New

Customer Icon

Select a customer

Work Order tab

Work Orders

Back to Outbound Work Orders cont.

Line Item Tab

Add Line Item Button

Click on the browse button to select the field that you want to search by

Select the field that you want to search by

Back to Outbound Work Orders cont.

Click on the browse button to select the value of the field you would like to select from

Click Find when finishedIf you would like to filter by multiple items, keep adding filters

Select the value of your search

Click ok once you have selected the value of your search

Back to Outbound Work Orders cont.

Once you click Find, the pieces that fit your filter criteria will populate here

This is the Quantity Available for you to take out

In order to put the piece onto a work order, click the + sign

Back to Outbound Work Orders cont.

Double Click here, and enter the quantity that you want to add to your work order (cannot be greater than the quantity available). Once you have entered the quantity requested, click out of that box. (If you don’t do this, the ADD button will be grayed out.)

Once you have entered the quantity requested, the quantity available will change accordingly

Click add for it to add to the work order

Close the window when finished

Back to Outbound Work Orders cont.

Here is the line item that was just added to the work order

Back to Outbound Work Orders cont.

Add New

Select a Customer

Work Order tab

Use the Browse and change to Inbound

Save

Back To Inbound Work Orders

Click on the Line Items tab

Click on Add Line Item

Back To Inbound Work Orders

Insert the Tag Number

Use the Browse key to browse through articles

Click on OK when finished

Select Generic, and Enter a Line Item Quantity

Back To Inbound Work Orders

Shopping Cart Icon

Select a Work Order, Double Click to open it

Select the types of Work Orders you would like to View

Back to Shopping Cart

Select a Work Order to process

Double Click in the Quantity Processed, enter the Quantity Requested and hit the TAB key. (Please note, you cannot hit enter. Only tab.

Back to Processing Work Orders

Select Move or Out

Enter your Location Out Information

Click ok when finished

Important: If you click Close, it will process the work

order, but it will not take the pieces out

of inventory

Back to Processing Work Orders

Select a Work Order and Right click on it

Click on Process Selected Work Order

Back to Processing Work Orders

Enter Location Out information

Click OK when finished and the Work Order will process

Back to Processing Work Orders

Work Order tab

Details tab

Work Order number

Dates and Times that the Work Order was created, completed,

printed, and submitted

Print Work Order

You can assign an employee to the Work Order. Use the Browse key to select an employee. (You can add employees to this list in

Global.) Click on Add. The employee name should appear to the right of the Assign Employee

browse key.

Browse to select a different

Warehouse

Browse to select the type of Work

Order

Change the View, you can select to view

open Work Orders, Closed Work Orders or Open and Closed

Work Orders

Back to Work Order tab

Use the Browse to select the shipping priority (you can add to this list in Global)

Who this Work Order was taken by

Bill of Lading #

This box must be checked in order for it to download it to the

scanner

Line Items tab

Line Items

Add Line Items Button

Undo Line Items Button

Anytime any changes are made to Line Items you

must Click Save Line Items

Delete Line Item from the Work Order (you must click on Save Line

Items after deleting anything)Back to Work Order tab

Report Fields tab

Use the drop down to Sort by Qty, or Sort by First in

Articles can be in multiple locations, so you can tell Windfall how many locations

you would like to view the pieces in

All of the fields that you can

have displayed on the Work

Order

Back to Work Order tab

Requested By tab

Enter the date/time, Name and Phone

number of who and when the the Work

Order was requested

Use the Browse to attach a Cost Center Code

Back to Work Order tab

Use the Browse to select Frequently used Delivery

addresses (You can add to this list in the customer\

configuration\other)

If this customer is not set up in the Delivery info list, then enter their

information here

Delivery Date\Time information

Delivered To tab

Back to Work Order tab

Service Code tab

Service Codes that are attached

to the Work Order

Add or Take service codes off of the

Work Order (You can Add Service

Codes to this list in Global)

Back to Work Order tab

Enter any Comments or Instructions that you would like to appear on the Work Order here

Back to Work Order tab

If you have any questions you can contact the support team at 314-925-1547 or you can email us at support@assetcontrols.com

You can visit us at http://www.windfallonline.com/customer/