Open: Cim200 Works Orders > Utilities > System Set Up > Maintain Works Order Settings | General
Open: Cim200 Works Orders > Utilities > System Set Up > View Works Order Settings | General
Use these settings to choose how to process and manage Works Orders.
Note: The View Works Order Settings option allows you to view the settings but not amend them.
Select from the following settings:
Allow Completion at any time
Ticking this option allows a Works Order to be completed without having issued all the required components to it first.
If this is not enabled, all components must be fully issued before the order can be marked as Complete.
Allow Complete Short
Ticking this option allows a Works Order to be completed without completing the full order quantity.
When enabled, an additional Complete Short tickbox appears on the Complete Works Order screen which, when ticked, sets the order status to Complete even if there is an outstanding quantity to complete.
Allow User to Over-Complete
If the quantity completed of a works order sometimes exceeds the order quantity, tick this option to allow users to over-complete.
If not ticked, the maximum quantity that can be completed is the order quantity.
Allocate Sales Orders on Completion
To allocate completed stock immediately to Sales Order demand, tick this option.
With this setting enabled, when completing a Works order which has links to Sales Orders, the Allocate To Sales Orders / Parent Works Orders screen will pop up to allow allocations to the linked order(s).
If the item is traceable, the batch or serial number(s) just completed can be assigned to the appropriate Sales Order.
If this option is not selected, completed items are added into stock or, if selected, into quarantine. Unless it is put into Quarantine for inspection, completed stock is then available for manual allocation to Sales Order(s).
Note: If a Works Order with links to Sales Orders is completed into Quarantine it is not possible to allocate until it has been inspected. In this situation the Allocate to Sales Orders / Parent Works Orders screen will not appear; allocation will need to be done manually after inspection.
Allocate Parent Works Orders on Completion
With this setting enabled, when completing a Works order which has links to parent Works Orders, the Allocate To Sales Orders / Parent Works Orders screen will pop up to allow allocations to the linked order(s).
If the item is traceable, the batch or serial number(s) just completed can be assigned to the appropriate Works Order.
If this option is not selected, completed items are added into stock or, if selected, into Quarantine. Unless it is put into Quarantine for inspection, completed stock is then available for manual allocation to parent Works Order(s).
Note: If a Works Order with links to parent Works Orders is completed into Quarantine it is not possible to allocate until it has been inspected. In this situation the Allocate to Sales Orders / Parent Works Orders screen will not appear; allocation will need to be done manually after inspection.
Allocate Project on Completion (default)
This setting is only applicable if Sage 200 Project Accounting is in use and Works Orders are linked to projects.
With this setting enabled, completing a Works order linked to a project will, by default, add the completed quantity into stock and allocate it to the project, awaiting issue to the project via the Issue Allocation screen.
If not enabled, completing a Works Order linked to a project will, by default, add the completed quantity into stock but not allocate it to the project. This leaves the stock free to be issued on a Sales Order, which is useful if the built item is sold and the sales order line is linked to the project for both revenue and cost.
This setting can be overridden on the Complete Works Order screen.
Enable Backflushing
Backflushing is the automation of component stock issues as part of built item completions, to avoid manual issue. Backflushing assumes that if the built item has been completed then the component stock must have been used, and automatically issues the required stock to the order based on the quantity completed.
Backflushing acts as an alternative to the Issue Stock screen, meaning that an order can be completed directly after being entered. This option is not usually recommended as it is not based on recording actual stock usage, potentially leading to incorrect stock levels.
If this option is ticked, a Backflush tick box becomes available to select on the Complete Works Order screen.
Backflush Components
When Enable Backflushing is ticked in the Component Options area, use this setting to determine how Works Orders should be backflushed.
- Select Single Level to only backflush direct components. Child Works Orders for sub-assemblies are not backflushed.
- Select Multi-Level to backflush both direct components, and also linked child Works Orders for sub-assembly components.
Note: Multi Level backflushing is only possible on child Works Orders which are linked to the parent Works Order being completed.
Backflush Priority
Where the Multi-Level backflush option has been selected, choose whether to issue stock first from Stock or from Linked Works Orders.
- If Stock is chosen, components will first be issued from stock. If there is a shortage, the remainder will be issued from any linked Works Orders, and the Works Orders backflushed and completed as required.
- If Linked Works Orders is selected, linked Works Orders will first be backflushed, completed and issued to parent works orders, then the remainder issued from stock if there is a shortage.
Allow Processing of Completed Works Orders
Selecting this option enables users to perform the following operations against a ‘Completed’ Works Order.
- Amend Works Order
- Allocate Component Stock
- Amend Component Stock Allocations
- Issue Component Stock
- Reverse Issue Component Stock
- Scrap Component Stock
- Adjust Operational Costs
- Enter Additional Costs
- Reverse Works Order Completion
Show only expected output items by default
When completing a Base Item works order, this setting determines whether all potential output items are displayed or only those which have an expected quantity.
Note: This setting acts as the default only, and can be overridden manually during any completion if required.
