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erp-manual:cloud:production:ordersheet

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Order Sheet

In Order Sheet Search Screen, select Create New button or press n to create new order sheet. On clicking the button Create New, a new order sheet is created and the screen of Order Sheet is opened. As shown below

Click the Edit button on Order Sheet section. The Order Sheet Edit screen is opened. The Edit is as shown below

  • To add Item, click on the Design button and the Design Search popup is opened. Select item from the list press Confirm button.
  • The selected Item Name will be displayed and Design Category and Product Type will come automatically according to Item selected.
  • Fill Order Date, Order Quantity and Comments as necessary.
  • Select the type of order in the Order Type field. Select the Location of the order in Location field and select customer in Customer field.
  • In the Plan Group field, select the required plan group.
  • Whenever the textbox are green in colour, it means that particular textbox is an autocomplete textbox.
  • Click on the Confirm button to add changes.

Order Sheet is created by the Sates Department or the Management to add orders for the quarter or the year. The order is then linked to job order(s), when the manufacturing of that item starts. Each order sheet can have multiple job orders linked to them. Job order can be linked to order sheet in two methods -

  • First, if you want to link an existing Job Order, paste the Job Order Id of the Job order you want to link in Job Order Id field and click on the Link Job Order button.
  • Second, if you want to create a new Job Order, click on the Create Job Order button and the Job Order screen is displayed. You will see about creating Job Orders in the Job Orders section. Once the job order is created, it gets linked to the order sheet.
  • In Job Order Quick Add screen, the fields Order Category, Design Name, Req. Date, BOM and Order Type will be added automatically from the data entered in Order Sheet.
  • Fill the quantity required and set the planned Start Date and Finish date for the Job Order, fill in any Comments and Special Instructions required.
  • Click on the Confirm button to add Job Order.
erp-manual/cloud/production/ordersheet.1668597404.txt.gz · Last modified: 2022/11/16 11:16 by Varun Nagrecha