Complete Works Orders

Use the Complete command on the Action menu associated with the BOM Processing form to mark a works order as being complete. The completion of works orders is the process by which the finished assembly is accepted from production and received into stock, with work in progress figures being decreased accordingly. The completion of a works order is the final stage in the works order processing cycle. Kitted assemblies are automatically completed.

You can also use the Works Order Progress command to complete Works Orders, especially if you want to process batches of works orders simultaneously.

Apart from increasing the stock of the finished assembly and reducing work in progress, the completion process also allows you to indicate the final production quantity of the assembly and this may be different to what was indicated on the original works order. Throughout the works order cycle, the quantity on the works order, unless otherwise adjusted, is assumed to be the quantity made. However, it is possible for additional items to result from the production process or for fewer items to be made than expected. In either case, the completion process allows you to indicate the actual quantity that will be received into stock.

The completion of a works order will result in a receipt transaction being generated for the stock files. All work in progress and values are decreased and the in stock quantity increased accordingly in the warehouse as entered for the assembly on the works order header. If you have the Costing application installed and activated, then where a works order has been analysed to a job number and cost code, the completion process will result in the original committed cost to be converted to an actual cost, with the committed cost being zeroed.

If you use the Sales Order Processing application and the works order was linked to a sales order, the application updates the 'quantity made' box for the sales order by the quantity accepted when the works order is completed.

If your assemblies use traceable components, you can allocate traceable numbers when the stock is issued from stock into the production environment. You can also allocate traceable numbers for completed assemblies when the works order is completed. Traceable stock only applies if the Traceability box is ticked for the company on the Company Profiles form in the System application. For more information about how to set up and use the Traceability features, refer to the Traceability Help topic.

Actions

Use this command	To
Find Document	Locate one or more documents based on a range of internal works order numbers. You specify the range on the General tab of the Find Document form and then click Display.
Works Order Header	Display the header details for the currently selected works order.
Works Order Lines	Display the line details for the currently selected works order.
History	Display the creation and amendment date, time and user names for the currently selected works order record.
Reverse Selection	Reverse which records are selected. Those already selected and deselected and vice versa.
Edit Works Order	Amend the currently selected works order record. You can change the manufacturing instructions.

If a works order has been raised for a customer record, you can display the customer details using the Customer tab. You can also view or amend the works order memo using the Memo tab.

Calculating the Cost of Completed Assemblies

When a works order is completed a 'Use Works Order Prices?' message is displayed. The cost of a completed assembly is calculated differently depending on how you answer this question.

Using Works Order Prices

Selecting Yes will calculate the cost of the receipt into stock using the components' cost prices and labour costs in place when the works order was first created - the 'works order prices'. The way of calculating the prices for the components in the assembly changes depending on whether FIFO (First-In-First-Out) costing is used:

If a component is linked to a Stock Profile with the FIFO box selected - a FIFO cost price is calculated.

If a component is linked to a Stock Profile with the FIFO box cleared - an average or standard cost price is calculated.

Note: A total price is calculated after calculating prices for all components and labour items used. If any completed assemblies are discarded the cost of building those assemblies will be included in the unit cost of the remaining assemblies. For example, if you made 10 items at total cost of £1000.00, the cost per unit is £100.00. However, if you discard 3 items the £300.00 cost is included in the calculation of the unit cost of the remaining 7 items. That calculates as £1000.00/7 = £142.86/unit.

Using the Assembly's Cost

Selecting No will calculate the cost of the receipt into stock using the assembly's current average cost price or standard cost price from either the Stock Control - Processing form or the Stock Control - Processing - Warehouse form (if a cost price is used for the warehouse). Whether the average or standard cost price is used is controlled by the Average Cost box on the assembly's Stock Profile.

Traceable Components

The WIP Value at Traceable Cost option on the Bill of Materials - Utilities - Set Options form determines how traceable components are valued when they are issued from stock into work in progress using the Bill of Materials - Processing - Issue command and returned back into stock using the Bill of Materials - Processing - Return command.

This option in turn affects the valuation of an assembly when it is made and booked into stock from the Bill of Materials - Processing - Complete command using the prices recorded on the works order. If the works order prices are used, these will be based on the valuation of the traceable components used on the assembly. Otherwise the cost of the assembly will be used.