The Production templates tab is where the components are defined for production orders. They are otherwise known as ‘BOMs’ or ‘Recipes’. When a new production order is created the user can select the template from which to derive the order. The production order can then be customized for a particular need. If a template changes then the user can choose to update the existing open production orders with the changes.
Refresh – Refreshes the list of templates for changes that others have made.
Filters – Sets filters to see just the templates required.
Search – Enter word(s) to find info from the header or details of templates.
Export – Exports the filtered list to Excel or .csv.
Add – Adds a template
Edit – Edits a template
Delete Deletes selected template(s).
Print – Prints selected template(s). Reports with ‘Production Template List’ as the Crystal Reports template will be presented for printing.
Copy – Copies the selected template to a new one.
Create From Templates – Pulls details from the template to a new production order.
Template No – The sequence number assigned to the template. It gets the next sequence from Company Settings/Sequence numbers.
Customer No – The customer that this template is usually for.
Name – The name of the customer that this template is usually for.
Warehouse – The warehouse where the item will be ‘Built’ into.
Part Number – The part number of the item that will be built.
Description – The description of the item that will be built.
Priority – User can set a priority so that they can sort by this to see the most important ones, or derive a report based on priority.
Created By – The initials of the user that created this template.
Modified By – The initials of the user that last modified this template.