Production Planning Outwork Tutorials

💡These tutorials explain how to edit and batch update outwork entries, create and open resolve transactions, and view linked items and Work Orders.

How to Edit Individual Entries#

1. Navigate to Work Orders.
2. Click Menu (button) > Outwork.
3. Set the filters as needed (use No Date to show all the outwork entries).
4. Click View (button).
5. Click Edit (button).
6. Click any of the fields in the columns with blue captions:
   • Status = Select a status for the outwork item.
   • Supplier = Prefilled. Select a different supplier from the dropdown list if needed.
   • Required = Select the date by which the supplier must deliver the work.
7. Click Save (button).

How to Edit Multiple Entries (Batch Updates)#

1. Navigate to Work Orders.
2. Click Menu (button) > Outwork.
3. Set the filters as needed.
4. Click View (button).
5. Click Actions (button) > Batch Update.
6. Check the box of each entry you want to change.
7. Select one of these options next to Update:
   • Status = Select a status from the dropdown list.
   • Supplier = Select a supplier from the dropdown list.
   • Required = Select the date on which the outwork is required from the calendar.
8. Click Update (button).
9. Confirm the change.

How to Create a Resolve Transaction#

1. Navigate to Work Orders.
2. Click Menu (button) > Outwork.
3. Set the Date and Status filters as needed.
4. Click View (button).
5. Click the entry or entries you want to create a transaction for. (Use Ctrl + left-click to multi-select.)
   • Note: If the Supplier field is blank, or the items are purchased from different suppliers, the purchase order is not created.
6. Click Actions (button) > Copy to Purchase Orders.
   • Note: The option might have a different name (it is the caption entered for the Copy Rule). If the purchase order is created, its number and date appear in the Resolved column. Whether the purchase order opens depends on the Copy Rules. An entry linked to an item gets the item’s description and code, in the transaction’s language. A custom entry keeps the estimate description.

How to Open the Resolve Transaction#

1. Navigate to Work Orders.
2. Click Menu (button) > Outwork.
3. Set the Date and Status filters as needed.
4. Click View (button).
5. Right-click an entry that has a transaction number and date in the Resolved column and select Open Resolve Transaction.
   • Note: If the Resolved column is blank, no resolve transaction exists yet.

How to View a Linked Item#

1. Navigate to Work Orders.
2. Click Menu (button) > Outwork.
3. Set the filters as needed.
4. Click View (button).
5. Right-click an entry and select Open Linked Item.
   • Note: The item opens in a modal form (a popup), where you can edit it. The modal form does not have the general item functions, such as creating items.

How to View an Item Summary#

1. Navigate to Work Orders.
2. Click Menu (button) > Outwork.
3. Right-click an entry and select View Item Summary.
   • Note: If the entry is an item (not a custom entry), the summary appears on the right.

How to View the Work Order Transaction#

1. Navigate to Work Orders.
2. Click Menu (button) > Tasks.
3. Set the filters as needed.
4. Click View (button).
5. Right-click an entry and select Open Transaction.
   • Note: The Work Order opens. Use the arrow next to Edit Work Orders to return to the tasks production view.