Recipes

    Recipes


    Article summary

    Recipes are very similar to Processes.

    The difference is that an individual Recipe is generated from the Process and assigned to a Work Order. This allows for making changes to the Recipe on a single Work Order without affecting the Process or other Work Orders.

    The Recipe is unchangeable after it has been run, which is important for auditing purposes.

    Recipes also include Opt In / Opt Out information. If a process allows for Opt In or Opt Out on any Nodes, a prompt appears during Work Order creation to choose whether to include or exclude those Nodes. In the example below, Recipe #1 opts out of "Inspect," and Recipe #3 opts out of "Shipping."

    SH flow 2.jpg

    See this video to learn how to change the Recipe for some parts on a Work Order.

    Recipe Nodes

    A Recipe Node is a step that the Work Order will follow.

    A Recipe is created for each and every Work Order. You can edit Recipe Nodes and the changes only affect the associated Work Order.

    A Recipe Node is generated directly from the Process Node, and includes the same features such as adding/editing the description, uploading files, adding operator inputs and adding Child Nodes.

    You can open a Recipe Node from a Work Order to edit all the above, and to view all the information associated with the Recipe Node such as the Treatment, whether it's an autocomplete Node, the Type of Node, who it was Created By, etc.
    Screenshot 2025-04-28 at 11.02.41 AM.png

    Recipe Nodes will automatically include the Station and/or Treatment selected on the Process Node, unless edited.

    Make Recipes during Rework:

    If you like, you can use the Process Composer when creating a Rework WO to create an entirely new Recipe, and then the "Generate Recipe From Process" menu can make it clear what is selected.

    1. Create Rework Work Order and use Process Composer to determine Process.
      Screenshot 2024-04-01 at 9.52.40 AM.png
    2. From the Generate Recipe screen use the newly created Process to determine Work Order Recipe.
      Screenshot 2024-04-01 at 9.53.24 AM.png

    Screenshot 2024-04-01 at 9.54.11 AM.png

    Here is a video that will explain a little more about the Process Composer.

    Recipe Specs

    If you like, you may add Specs and Params to the Work Order from the Recipe Composer.
    This lets you resolve errors in Specs and Recipes at the same time when using Spec-Driven Processing.

    1. Go to a Work Order, add a Node and choose a Spec.
    2. Select child Specs to add their Processes as well.
    3. Fill out Treatment selections.
    4. Choose to add the Spec to the Part Numbers on the Work Order.
    5. Choose the Part Numbers you'd like to add and add the Spec to them.
    6. Save Recipe changes.
    7. View Specs for all the Part Numbers you adjusted.

    Screenshot 2024-08-28 at 4.25.19 PM.png

    Edit from Work Order:

    Users may edit a Recipe Tree directly from the Work Orders table on the Sales Order page
    Screenshot 2024-10-23 at 1.57.35 PM.png

    Operator Instructions on Recipe Nodes

    Include special instructions or files (such as a picture of Parts or scanned notes) on a Recipe Node by clicking into the Recipe Node from Workboards or the Work Order. There is a dialog box for a Description, along with an "Upload File" button. Those descriptions or files will appear with the other Part information in the same Recipe Node.

    If you have multiple occurrences of the same Recipe Node, you can check the box to update matching Nodes. You can also choose to update the matching Process Node, to carry the Description/File over to future Work Orders with that same Part.

    NOTE: this cascading feature is not effective with Part Transfer Accounts.

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