Production Planning Outwork

Prints, previews or emails the output if Output Templates are set up for the module.

Export: Exports the list in .xlsx, .htm or .csv format.

Lets you change several records at once (select them with Ctrl + left-click). The options are:

• Batch Update: Changes all the selected records when you click Update (button). The options are:
  • Required: Changes the required date to the one selected on the dropdown list.
  • Status: Changes the status of the outwork item to the one selected on the dropdown list.
  • Supplier: Changes the supplier to the one selected on the dropdown list.
• Copy to Purchase Orders: Creates a Purchase Order.
  • The option might have a different name: it is the copy command created under Copy Rules.
  • You can select several items.
  • If the items belong to different suppliers, or no supplier is filled in, an error appears.
  • Whether the purchase order opens depends on the Copy Rules setting.

Settings

• Edit User Access
• Edit Transaction Type

Views – Transaction

• Transactions
• Items

Views – Production

• Jobs
• Materials
• Tasks
• Outwork

Layout

The required date. If the date is before today, it appears in red.

Required dates are typically used to indicate the date by which the customer requires the goods.

The due date.

This date appears in red if it is later than the required date.

Due dates are typically used to indicate when the goods must be ready.

The status of the outwork item.

Statuses are created here: Edit Transaction Type (e.g. Work Order) > Menu (button) > Edit Statuses (Production Outwork).

Read-only.

The description of the linked item. Custom routing without an item (TSK (CNSTR), TSK (C) and OWK (C)) shows the routing description.

The supplier selected for the item.

Filled in if the supplier price or estimate attribute fields on the item are completed.

You can also select a supplier from the dropdown list.

The code, number and date of the Purchase Order.

The cell is colour-coded to match the status of the purchase order.

A menu that also opens when you right-click the entry. The options are:

• Open Transaction: Opens the Work Order.
• Open Resolve Transaction: Opens the transaction listed in the Resolved column, if there is one.
• Open Linked Item: Opens the outwork item.
• View Item Summary: Shows a summary of the outwork item.
• Copy to Purchase Orders: Creates a purchase order for the outwork item.