Work Order Troubleshooting

Move Work Order to new Purchase Order

If you have multiple work orders on one Purchase Order and would like to reassign the whole work order to a new PO or SO, here are some things you could try:

1. Create a new PO with the title that you want.

2. Go to the PO that has the work you want to split.

3. On the "Work Order" section of the Sales Order (or PO) page, click the pencil icon next to the work order that you want to move.
   

4. Choose the Sales Order (or PO) that you want to send the work order to, and save.
   

Some other options involving Purchase Orders:

1. You can exit the parts from 1 work order and re enter them onto anther WO with the different PO number.
2. When invoicing you can select how many you want to invoice for (1 WO can have many invoices) and for the ones with the new PO number, you can put that PO number in the description box here:

Editing Transfer Time

If you would like to change the transfer time on a work order, here are some things you could try:

1. From the Work Order page, scroll down to the blue "View All Part Transfers".
2. Find the part transfer that you want to edit and click the pencil icon.
3. Edit the time of the part transfer.

Removing a Work Order from Archive

If you would like to unnarchive a work order, here are some things you could try:

1. Go to the work orders tile in Steelhead.
2. View archived work orders.
   

3 . Choose the arrow down button on the right to unarchive the work order.

Show Quantity of each PN on Work Orders

If you would like add part number quantities to PN Inventory batches on work orders (so all parts show up on the same line of the work order), here are some things to try:

• If parts are received in a part number inventory batch you have to adjust the quantity from the move parts +/- icon in the work order.

• If you just add new parts to the work order, the parts will move separately.

There are a few ways to update part quantities as well:

1. we can add a WO price and create a WO Invoice with the baskets in the description it could look like this:

2. we can change the name of the part number to be Small (Hinge) Basket, and edit quantity to 3 at $26.88 per part number.
3. We can change the part price from $26.88 to an accurate $0.16 per part number keeping the qty at 500.

Parts Automatically Switching Work Orders

If your parts are moving onto different Work Orders when they shouldn't be, here are some things you could try:

• If you do have two parts that should be going through the same process, when you add them to the SO it will list what work order each will be associated.
  • Below you can see that these parts are going through the same process and same treatments but are showing up on separate work orders.
  • This is because they have different nodes selected as opt ins, or opt outs meaning they aren't going through the same exact process, step by step, and can't be run together.
  • But if you keep an eye out on this screen you can catch this before the order is created by clicking on each part number and checking the defaults.

See also:
Moving Parts to a New WO

Return Order to Invoicing Bay

If you lose track of a recently created invoice but can still find it with the search bar without being able to move the invoice, here are some things to try:

• One cause of this may be that someone started creating an invoice for both SOs and edited the parts, but faulty line item information caused them to not line up correctly.

  • This may cause one or more parts to have been added to the wrong SO.
  • The error message that will show when of these misplaced parts is given a duplicate invoice looks like this:
    

• Possibly the work order or sales order was archived when it shouldn't have been, please determine if so.

• Set the work order the invoice is located in to "incomplete".

• Delete the final part transfer from the "View all part transfers" page on the work order.

  • To do this, click the link to "all part transfers" in the WO below the recipe tree.
    
  • On these work orders the parts were completed already, so we just need to uncomplete them to move them to invoicing.
  • Once they show back up in the tree in invoicing, and will show in the invoicing dashboard.

Some customers have found it helpful to request a report that will show any completed work orders that don’t have an invoice associated with them.

• Such reports may be checked periodically to make sure there is no completed, unvoiced work.
• Usually, the report results will be blank, indicating that everything is being handled properly.
• Ideally these reports should be organized by work order.

Treatment misapplied to a Work Order

If your WO is showing the wrong treatment, here are some things you could try:

• In all likelihood someone mistakenly switched the treatment and it should be corrected.
  • To edit the treatment override, under the SO, click the pencil on the right of the part number and change the treatment.
    

Flawed addition of WO to Station

If you would like to add a work order to a treatment station using workboards but are not able to, here are some things you could try:

• It is possible something was missed in order entry, such as a treatment that should be associated with this station.
  • To remedy this, please select the "work parts" button on the work board for your WO.
  • It may show that there are spec measurements you have to collect before moving parts.
  • Then try collecting those and then moving the parts.

See Operator Inputs on a Work Order

If you would like to see the operator inputs that have been applied to a work order, here are some things to try:
You can see this from the Work Order screen under the "View All Operator Inputs" link. This is located under the process tree and right above Recent Billed Time.

Here you can see all the Operator inputs, in this case the pout temp applied to the casting node:

Incorrect Sales Order Deadline

If the deadline for one of your sales orders is different from its received orders, here are some things you can try:

• When you update an SO deadline you will also have to update the WO deadline (and the other way around).
• The only time the WO will have the same deadline as the SO is if you set the SO deadline when creating the SO in order entry.
• If this is happening right from the start of order entry, your domain's default lead time may be at fault:
  • If you have a default deadline (lead time) in your domain settings the SO and WO will follow it, unless you choose a deadline at order entry of the SO.
  • If you set a deadline at order entry for an SO, the WO will follow it.
    • However, if you hit the edit pencil button it may show you the default domain deadline because of a bug.
  • If you set an SO deadline at order entry, the applied WO will follow it on WO screen, SO screen and on work boards and will show your SO entered.
  • Finally, if you change the WO deadline on it's own after order entry, it will update everywhere.

Missing orders on a Dashboard

If some of your customers' orders don’t show up on the dashboard even though they are active in a process, here are some things you could try:

• It is possible that the reason some of the orders are not showing up was because they're not in receiving yet
  • One place they might be is sitting in the first node of the tree "powder coat" which has no dashboard card
  • For this example, a work order will not show up in dashboards because the parts have not moved into the first step of the tree after powder coat yet, but as soon as you move these parts it will:
    

Move Recipe to new Work Order

If you want to move a recipe to a new work order but the process we need is not on the drop down list, here are some things to try:

• If your process nodes have tags, it should be possible to choose a process.
• Then while the parts are at the start, the edit button above the WO tree can be used to add and delete nodes from the original process.

Otherwise, here are some steps for doing this to an already created order (assuming the admin processing to be utilized) that may be helpful:

1. Open the part number for the part on the order.
2. Down in the part number file, if the default process that is selected is admin processing.
   • If the default process exists, select it from the process selection menu.
   • This way, the next time that we receive an order for this part number it's going to assume this process.
3. If the process isn't a default process that's already been created, go to "edit part number", then process composer and then create a process for this part.
4. Now we can either:
   • Create.
   • Select from a default process.
   • Or we can use process composer to create a brand new process that will then be stored with that part number.
5. From here, you can go back on the order, and add parts to the order.
6. Then add part number, add parts, include desired parts, and you can see here this order that I'm entering in has has a selected process.
7. Press save.

What's essentially being done is adding new parts to the order with the correct, process and then archiving the old work order. If there's any work order Job Tags that have been printed for those parts, those will need to be replaced, but this is a workflow that can be supported right now to update the process information for an already created order.

Modifying Duplicate Part Number Description

If you would like to modify the descriptions of parts when they are duplicate part numbers, here are some things to try:

• If you go to the parts table on the SO, you can choose the pencil button on the far right and enter another description with the "Part Number on Work Order Details" edit button.
• Its also possible (if the parts are different sizes and you want to differentiate them) you would need to add them in as different part numbers.
  • For example, if you receive 2,000 of the part and there are three different sizes and you group them by quantities of 1900, 50 and 50, we do not have a way of splitting them up on the WO as they are seen as the same part.
  • So you will have to create new part numbers to solve your problem.

Group Different Part Numbers into one Work Order

If you would like to automatically groups your Part Numbers, here are some things you could try:

• Separating them like this is not something we can disable, the part numbers can have defaults so that every time it gets run, it goes through the right process.
  • If you do have two parts that should be going through the same process, when you add them to the SO it will list what work order each will be associated.
• Below you can see that these parts are going through the same process and same treatments but are showing up on separate work orders.
  • This is because they have different nodes selected as opt ins, or opt outs meaning they aren't going through the same exact process, step by step, and can't be run together.
  • However, if you keep an eye out on this screen you can catch this before the order is created by clicking on each part number and checking the defaults.

Edit Work Order Quantity

If you would like to edit the part quantity on a work order, here are some things you could try:

1. We can add a WO price and create a WO Invoice with the baskets/containers in the description it could look like this:
   

2. We can change the name of the part number to be Small (Hinge) Basket, and edit quantity to 3 at $26.88 per part number.

3. We can change the part price from $26.88 to an accurate $0.16 per part number keeping the qty at 500.

Here is a tutorial video for editing quantities on a work order.

Editing Part Measurements

If a User has "Write: Part Measurement Edit" permission enabled on their User page, they are able to correct mistakes by adjusting a Part Measurement (such as Net Weight or Gross Weight) on a Work Order, by clicking SHOW DETAILS on a Line Item and using the pencil edit icon.

Part Numbers not Related to any Line Items Error

If if this error is interrupting your workflow, here are some things to try:

1. This error is letting you know this Work Order part is not connected to a Sales Order line. To add this to a Sales Order line go into the Sales Order and click under the Work Order tab. See image below.

2. From there click on the edit pencil on the far right of the part number.
   

3. This is where you will create the Sales Order line, so start by typing in a new name for the Sales Order line and SAVE.
   

4. The next screen will have you enter in the quantity, you will also have to click 'Add Line Item'. Fill in the description, quantity, and price then SAVE.
   

5. When all this have been entered and saved, this will connect the Work Order part to a Sales Order line.