List of WOs

Type in or select the production site from which the work orders are to be selected. This field is mandatory.

Filter for results within a range of work order statuses. For a single work order status, enter the same status in the from/start Order status and to/end Order status fields.

Filter for results within a range of dates. For a single day, enter the same date in the Start date and End date fields. You can leave the Start date field blank to search all records to date.

Enter, select or build an Enterprise Management filter calculation expression using the formula editor.

Filter for results within a range of work orders. For a single work order, enter the same work order number in the from/start Work order and to/end Work order fields.

Filter for results within a range of finished products (BOMs). For a single bill of materials (BOM), enter the same product code in the from/start Released product and to/end Released product fields.

Use this field to filter the work orders to those for a specific bill of materials (BOM) code. Multiple bills of materials (BOMs) can be defined for a single product. Each BOM code can be assigned specific management features. For manufactured or subcontracted products this includes restriction of the BOM to a specific site and to specific areas of functionality (for costing or for capacity planning).

Filter for results within a range of routings. For a single route, enter the same routing code in the from/start Routing and to/end Routing fields.

Use this field to filter the work orders to those using a specific routing code. Multiple routings can be defined for a single product. Each routing code can be assigned specific management features. These include restriction of the routing to a specific site and to specific areas of functionality (for use in a manufacturing environment, for costing or for capacity planning).

Use these fields to filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields. The content can be one of the following:

• A project code
• A project code and a project budget code
• A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

Filter for results within a range of source documents. For a single source document, enter the same document reference in the from/start Original document and to/end Original document fields.

Filter for results within a range of components. For a single component, enter the same component code in the from/start Component and to/end Component fields.

Enter, select or build an Enterprise Management filter calculation expression using the formula editor.

Click this check box to display component information for each work order selected.

Filter for results within a range of planned work centers. For a single work center, enter the same work center code in the from/start Expected W/C and to/end Expected W/C fields.

Filter for results within a range of actual work centers. For a single work center, enter the same work center code in the from/start Actual work center and to/end Actual work center fields.

Enter, select or build an Enterprise Management filter calculation expression using the formula editor.

Click this check box to display operation details for each work order selected.

This field displays the work order number.

This field indicates the status of the work order. This status can be 'Firm', 'Planned' or 'Closed'.

This product code describes what is referred to as a "Bill of Materials" or a "BOM". A BOM contains structured information for making and costing a product. It defines the components that make up a product, and given this, the cost of the product.

The BOM code matches the product code.

This is the description from the product record.

This field indicates which version of this product applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed.

This field is not populated if the product code defined in the Product field is not version managed.

This field indicates which minor version of this product applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

This field is not populated if the product code defined in the Product field is not version managed.

This field displays the line number of the released product.

The production site from which the work orders are to be processed.

This field displays the unit in which the product is stored. It provides the key to prices, costs, volumes etc.

This field displays the planned quantity. The quantity is expressed in the stock unit.

This field contains the quantity of the product to be released, expressed in the stock unit.

This is the lot to be assigned to the released product, based on the product management mode.

If the product is managed with automatic lot numbers, the lot number is assigned by the system when the work order is created.

This field displays the date the stock was allocated to this work order line.

This field displays the release unit of measure (volume or mass) for this product for this order. This unit and any applicable unit conversion are defined for this product on the product record.

This field displays the product-specific conversion factor applied between the stock unit and the release unit of measure. This unit conversion is defined for this product on the product record.

Multiple routings can be defined for a single product. Each routing code can be assigned specific management features. These include restriction of the routing to a specific site and to specific areas of functionality (for use in a manufacturing environment, for costing or for capacity planning).

Multiple bills of materials (BOMs) can be defined for a single product. Each BOM code can be assigned specific management features. For manufactured or subcontracted products this includes restriction of the BOM to a specific site and to specific areas of functionality (for costing or for capacity planning).

This field displays the associated project code. The content can be one of the following:

• A project code
• A project code and a project budget code
• A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

This field identifies the reason for the work order.

This field identifies the number of the source document or order.

This field identifies the planned or actual production start date of the work order.

This field identifies the end or required completion date for this work order.

The Allocation (materials), Scheduling and Status fields display a status for this work order. These fields are updated automatically by the system.

The current status, or progress of this work order is displayed in the Scheduling and Status fields. Selected combinations to note are as follows:

• 'Not scheduled' and 'Pending'. The work order is awaiting scheduling. It cannot be submitted for scheduling in Production Scheduler, Sage X3 Web Scheduling or in any web scheduling solution developed by an ISV (independent software vendor).
• 'Scheduled' and 'Pending'. The work order is scheduled but has not actually been submitted for scheduling.
• 'Scheduled' and 'Being optimized'. The work order is being scheduled (has been submitted for scheduling). At these statuses you cannot modify the work order.
• 'Optimized' and 'Pending'. The work order operations have been optimized by the scheduler.

The work order allocation values are defined in Local menu 336.
The scheduling status values are defined in Local menu 335.
The work order status values are defined in Local menu 339.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the Generic finite scheduler interface.

The Allocation (materials), Scheduling and Status fields display a status for this work order. These fields are updated automatically by the system.

The current status, or progress of this work order is displayed in the Scheduling and Status fields. Selected combinations to note are as follows:

• 'Not scheduled' and 'Pending'. The work order is awaiting scheduling. It cannot be submitted for scheduling in Production Scheduler, Sage X3 Web Scheduling or in any web scheduling solution developed by an ISV (independent software vendor).
• 'Scheduled' and 'Pending'. The work order is scheduled but has not actually been submitted for scheduling.
• 'Scheduled' and 'Being optimized'. The work order is being scheduled (has been submitted for scheduling). At these statuses you cannot modify the work order.
• 'Optimized' and 'Pending'. The work order operations have been optimized by the scheduler.

The work order allocation values are defined in Local menu 336.
The scheduling status values are defined in Local menu 335.
The work order status values are defined in Local menu 339.

 For detailed scheduling, Activity code POPS activates the Production Scheduler functionality or the Generic finite scheduler interface.

This field displays the sequence number of this operation.

This field identifies the production resource that is to be used for this operation.

The description of the work center.

This field identifies the production resource used for this operation.

The description of the work center.

This field identifies the labor work center that is to be associated with this machine. For example, the labor work center that relates to the crew that operates this machine.

The work center site of a 'labor' work center must match the site for the routing code, if defined.

Scheduling is not carried out for labor work centers as they are considered secondary and 'always available' (or available at the same time as the main work center). Their load is managed for information purposes only using the coefficients defined for the main work center.

If the main work center is of type 'subcontracting' there is no associated secondary work center.

The description of the work center.

This field identifies the labor work center assigned to this machine. For example, the labor work center that relates to the crew that operates this machine.

The work center site of a 'labor' work center must match the site for the routing code, if defined.

Scheduling is not carried out for labor work centers as they are considered secondary and 'always available' (or available at the same time as the main work center). Their load is managed for information purposes only using the coefficients defined for the main work center.

If the main work center is of type 'subcontracting' there is no associated secondary work center.

The description of the work center.

This field tracks the progress and status of this operation.

Component product reference.

This is the description from the product record.

This field identifies the sequence number of this component in the BOM (bill of materials).

This field tracks the progress and status of this component.