Planning & Route Sheet.ppt
- 1. Freedom Software Solutions Pvt. Ltd. Planning Module • Work Order • Routesheet
- 2. 1. Work Order A Work Order is a task or job for a customer that can be scheduled and assigned to someone. A Work Order is an internal document extensively used by projects-based, manufacturing, building and fabrication businesses A Work Order provides a description of the details of a job. A Work Order is converted from a sales order to show that work is about to begin on the manufacture
- 3. Types of Work Order Sales Work Order Inventory Work Order Labour Work Order Labour Inventory Work Order * The above types of Work Order can be created in Tools-> Number Series
- 4. To Access the Work Order List
- 5. Prerequisites Before creating and using a Work Order, it is advised to create the following first: If Sales Work Order Sales Order Required If Labour Work Order Labour Order Required Item List
- 6. How to create a Sales Work Order A Sales Work Order is usually created from a Sales Order However, you can also create a Inventory Work Order, Labour Inventory Work Order directly without any references For manual creation, follow these steps: Go to the Work Order list and click on Create New button. You can fill 4 Sections 1. General Details 2. Item Details 3. Net Total 4. Document Details
- 7. Section 1:General Details Entry Type (Tools Number Series) Select a type of Work Order you want to create Entry No Based on Entry type , No has been generated Make sure entry No must be with in 16 digit as per GST Entry Date It will be set to current, you can change for backdated entry Customer (Master Accounts Ledger) Select the Customer. Based on that customer info filling from masters Conversion Rate Based on selected Customer ‘s country currency & Company's currency - Conversion Rate has been calculated Ref No / Date Additional ref detail like (Sales Order/Quotation) Cont…
- 8. Billing Info Its contain billing information's like Billing Address of the Customer, Contact details Currency Country for Conversion Rate For India, the following details can be recorded for GST purposes. Billing STIN State (Place of Supply) Pin code Shipping Info Address where the items will be shipped to General Info EDD Expected Date of Delivery Acc Ledger Revenue Account Executive Sales Persons who may have worked on this deal
- 9. Section 2:Item Details List of Items added will be shown here It contains information like Item code / Name, Qty, Rate, Amount. Add Items Click Add Items button to access Item Search Info It contains detail information about particular Item and batch details Remove Click Remove button to remove the particular Item in List Cont…
- 10. Item Search Type minimum 3 character to search Entry No (SO – Sales Order) or Ref No (SO Ref No) or Item Code or Item Name It will load top 100 Pending (SO) and top 100 Items from master (Based on setting) Minimum 3 character & check all button are based on settings (Tools Admin Setting) Top 100 is default limit you can change in Limit field on top You can also create new item via link Add new Additional Based on option add multiple item using check box to select and click Add button Yellow color indicate already item added in entry Cont…
- 11. After selecting item from search Selected details will be loaded in appropriate place You can change the UOM if you need Based on UOM conversion ratio loaded from master If Item added from previous reference like (SO), you can’t change the UOM Without Reference Set the quantities The Unit Rate will be fetched automatically based on Settings Price List Item Rate Purchase Rate FIFO Cost Selling Rate Last Purchase Rate Last Sales Rate Cost Estimate Click to Add Item in Item Detail Cont…
- 12. Section 3: Net Total This section contains information about total invoice value Every fields in this section are read only except remarks Its contain Assessable Value – Invoice value before tax Total Tax – Total Tax value Round off - Its Auto Round off based on setting (Values in +/- ) Net Amount – Total Invoice Value Other fields contain info about (Discounts & Additions)
- 13. Section 4: Document Details This section is used to attach relevant documents in invoice such as (Project Plan,Drawings Test certificates, etc.,) You can add this type of files (xlxs,pdf,txt,doc,jpeg,png) You can access the attached documents in List screen ,any time you can download Yes you completed all 4 sections, but still not yet Work Order You need to save the entry
- 14. Inventory Work Order Work Order that has been Created to maintain certain amount of stock (even though there is no sales order from the customer) Stock Purpose In order to face bulk order To avoid last minute pressure
- 15. Sales Work Order VS Inventory Work Order Not necessary to select Customer name (Since it is Inventory) Rate and Amount is not mandatory (Tools Screen Settings Allow Zero Rate)
- 16. Labour Work Order Customer Will be giving the Materials against the Labour order Process will be done with the In-warded raw materials through LO Inward
- 17. Sales Work Order VS Labour Work Order While Adding the Items, Only the items that has been created under the selected ledger alone will be displaying. These type of Items should be created in the Item Master in the Group type Customer Supplied and Selecting the customer name
- 18. Labour Inventory Work Order Work Order that has been Created to maintain certain amount of stock For the Labour Items (even though there is no sales order from the customer) Stock Purpose In order to face bulk order
- 19. Edit the Created Work Order To View/Print/Email the report Delete the Created Work Order Download the attached documents Approve the Wok Order Close the Work Order
- 20. AUTO WORK ORDER Once the Sales Order has been saved, Automatically a New Sales Work order will be created simultaneously with the Sales Order reference. To turn on this feature : Tools Screen Settings Key Reasons: 1. Time Saving 2. Automatic Data Processing 3. Production can be tracked with the Sales Order No / Customer Reference No (If SO & WO has same Number series)
- 21. WORK ORDER SUMMARY MIS PRODUCTION WORK ORDER SUMMARY
- 24. WORK ORDE COSTING MIS PRODUCTION WORK ORDER COSTING
- 27. Process Cost
- 28. Freedom Software Solutions Pvt. Ltd. Planning Module • Work Order • Routesheet
- 29. 2. Route Sheet Document accounting for the output of production and tracing the sequence of operations of a batch of manufactured components The Route sheet is used in serial and especially individual production to show the workers’ output, calculate the wages of the workers, and exercise operative super-vision of the movement of parts in production. Other Names : Route Card, Job Card
- 30. Accessing a Route Sheet
- 31. Prerequisites Before creating and using Route Sheet, it is advised to create the following first: Bill of Material Item Process Work Order
- 32. How to create a Route Sheet Planning Route Sheet Create New
- 33. Item Search Type minimum 3 character to search Work Order No or Item Code or Name It will load top 100 Pending (Work Order) Minimum 3 character & check all button are based on settings (Tools Admin Setting)
- 35. Raw Material Selection (Planning BOM) Click on the RM Button to View/Change the Raw Material
- 36. Item Process Selection (Planning Process) Click on the PR Button to View/Change the Process or Sequence
- 37. Process Wise Raw Material
- 38. Process Wise Tool Selection
- 39. Process Wise Machine Selection
- 40. Item Process
- 41. Saving the Route Sheet Individual Save – Clicking on the button will generate a Route sheet for the particular level item Overall Save – Clicking on the button present at the end of the screen will save Route sheet for all the sub level items too.
- 42. Route Sheet Details Click on the Route Sheet No in the List screen
- 43. Auto Close To Close the Route Sheet after completing the final sequence Eg : Rsht Qty : 100 Tolerance Qty : 10% Route Sheet will be Closed automatically if the Produced Qty is 90. To Enable this Option Go to Tools Screen Settings Route Sheet
- 44. Route Sheet Report MIS Production Route Sheet Report Type 1 : 1. Select the Entry Type – Sales Work Order / Inventory Work Order 2. Search the Customer Name 3. Choose Date From and Date to (Route Sheet Created dated) 4. Search for the Route Sheet which passes all the above three filters Type 2 : 1. Start typing the Route Sheet No in the Search by Route Sheet No filter box, will load the list of Route sheet which matches the filter