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 – Create a new production template based on the highlighted template.
Create From Templates – Uses the template configuration to create a new production order.
Update Orders – If any changes are made to the template, this will push those changes to outstanding Production orders.
Order Information
Template No – The sequence number assigned to the template. New templates has this value populated from 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.
Priority – Choose from one of 5 values, from Highest to Lowest, so that you could sort or filter the list to see the most important ones.
Reference No – An alphanumeric value you can use for any identification or selection / sorting purpose.
Default Template – When more than one template has been created for the same part number and warehouse, use this template for new production orders.
Details
Subassemblies – Allows the user to toggle sub-assemblies on or off and to expand all available sub-assemblies.
Open Inventory – The highlighted manufactured or component item will be opened in a new window for investigation or editing.
Warehouse – The list grid column showing the warehouse where the item will be ‘Built’ into.
Part Number – The list grid column showing the manufactured item number.
Inventory – The combination of the warehouse and part number of either the manufactured or component item.
Description – The description of the item.
Required Qty – Quantity of the manufactured item to build. When editing a template, the quantity of each component item to consume in production is displayed.
Production Order Notes – Text related to the template as a whole, with the text box in a coloured background.
Instructions – Text related to the specific item highlighted in the grid, either a manufactured or component item.
Created – The date and time when the template was created.
Created By – The initials of the user that created this template.
Modified – The date and time when the template last changed and saved.
Modified By – The initials of the user that last changed and saved this template.
Reports
Either from the Templates list screen or when editing a specific Template, you can print the Production Template report.
Production Template – Prints the list of component items and their respective quantities and costs, required to build the specified quantity of the Manufactured inventory item.
