How Work Orders Are Created

Manual Work Orders

MRP Work Orders

 

Before you create or process work orders, you need to set up the following: 

• Manufacturing calendars for your company and/or facility
  To learn more about manufacturing calendars, see Companies and Facilities.
• Locations :
  • Stock
  • WIP
  • (Optional) Receiving dock
  • (Optional) Shipping dock
  • Inspection (or MRB or QA)
• Stock Movement Rules and Stock Picking Criteria
• Resources
• Work Centers
• Work Center Resources
• An Item Specifications for the assembly item you're manufacturing

To create a new work order manually, follow these steps: 

1. On the Work Orders page, click New.
2. To create the work order header, enter (or review) the following information:
• Company
• Facility
  If your facility has default locations, these locations will autopopulate when you choose this facility
• Assembly Item Specification
  The Assembly Item Specification contains all the information about components required to complete this work order. It can also include routings.
  
  An Assembly Item Specification of type Assembly is required for work orders of type Regular.
  An item specification isn't required for Repair type work orders.
  
  Only item specifications tied to this company and facility are available to select. If you can't find your item specification in this list, check the facility you've selected.
  
• Complete to Location
  
• MRB Location
  
• Default WIP Location
  
• Start Date
  If the assembly item has a Lead Time set, the Start Date autopopulates when you enter the Need Date.
  
• Need Date
  
• Order Quantity
• Packaging UOM
  

Note: If the assembly item includes a phantom subassembly component, the Company and Facility of the item specification for that phantom subassembly must match the Company and Facility you chose for this work order. The phantom subassembly must have a start date set on or before the start date of the work order.

If either of these conditions aren't met, the work order won't find the item specification for the phantom subassembly.

3. Click Save.

The Work Order Detail page is displayed, with the Status set to Draft.

While the work order Status is Draft, you can change any field in the work order header.

To release a single work order, follow these steps: 

1. On the Work Order list page, click the number of the work order you're releasing.
2. Click Release.

If you use MRP, use the Work Order Planner Workbench, do lots of repairs, or have separate people creating and releasing work orders, you can release lots of work orders all at once.

To release many work orders at once, follow these steps: 

1. On the Work Order list page, click (Refresh) to make sure all the latest work orders appear in the list.
2. Select the checkbox next to each work order you want to release.
3. Click Release Selected.

All the work orders you chose are released.

Kenandy does the following:

• Creates material trackings for each component of each work order
• Creates operations for each routing of each work order
• Creates one operation for each work order that doesn't have any routings

What Comes Next

Your next step depends on your company's work order process and the needs of the specific work orders you're dealing with. Here's what you can do next in Kenandy: 

• Check component availability
• Manage (make changes to) materials and operations
• Allocate materials to the work order
• Print picklists
• Kit the work order
• Record operations (including backflush components)
• Undo Release a work order (if you need to return it to Draft status and make changes to the header)
• View contents (only if you use Kenandy Mobile to complete work orders)

Note: You can change the Order Quantity on a work order after it's released. Kenandy updates the material tracking quantities and operation tracking dates.

You can change the Order Quantity if the work order is set to Completed, but you can't change the Order Quantity to less than the Quantity Completed.

If you need to return a released work order to Draft status, follow these steps: 

• For a single work order, on the Work Order Detail page, click Undo Release.

Or

• For multiple work orders, on the Work Order List page:
  1. Select the checkbox to the left of each work order you want to undo release.
  2. Click Undo Release Selected.

Note: If you need to undo release a work order that has outside processing (subcontract) operations, you must cancel the POs for the outside processing before you click Undo Release on the work order.

To complete a released work order, follow these steps: 

1. On the Work Order list page, click the number of the work order you're working on.
2. If you need to make changes to the materials or operations used for this work order, click Manage Operations/Materials.
   To learn more about managing materials and operations, see Work Order Materials and Operation Tracking.
3. If this work order requires that you allocate components to it, click Allocate and allocate the components.
   To learn more about allocating components, see Work Order Allocating
4. If this work order has kit components, click Kit and kit the components.
   To learn more about kitting components, see Work Order Kitting.
5. Record each operation for the work order and issue backflush components.
   To learn more about recording operations, see Record Operations on Work Orders.
6. Record the last operation in the sequence for the work order.

The work order Status changes to Complete when you record the full quantity for the work order either on the Record Operations page. Or you can scan barcode labels on finished items to complete work orders using the Kenandy Mobile companion app.

Kenandy does the following after you complete step 6: 

• Quantity Completed is updated
• Issue and Issue from WIP transactions are created
• Quantity Issued and Quantity Used is updated on Material Tracking
• Creates an inventory change of type Work Order Complete
• Creates an inventory transaction of type Work Order Assembly Complete
• Creates an operation transaction for the last operation in the sequence

To print a picklist for an operation, follow these steps: 

1. Go to the Operations section of the Work Order Detail page.
2. Click Print Picklist.
3. On the Picklist page, click Print This Page.
4. On the printer dialog, check to make sure the right printer is selected and the picklist looks good in the preview screen.
5. Click Print.
6. On the Picklist page, click Close.

The picklist prints and you return to the Work Order Detail page.

Viewing contents of a work order is only relevant if you complete work orders using Kenandy Mobile. If you don't use Kenandy Mobile, skip this section.

If you missed one or more cases when you were scanning finished cases to complete a work order, follow these steps:

1. From the Work Order list page, click the work order that has cases missing.
2. From the Work Order Detail page, click View Contents to see:
   • Completed Cases
     Cases that have been scanned
   • Missing Cases
     Cases that have not been scanned
   • Number of Cases Missing
     The number of cases that have not been scanned

Close a work order after it's marked complete, you've issued all components from WIP, and you think you won't have to make any changes or updates to it. Or close a work order you know you're not going to work on anymore.

You can close a work order only after it's released.

Note: You can reopen closed work orders if you need to make changes.

To close a work order, follow these steps: 

1. On the Work Order list page, click the number of the work order you want to close.
2. Review the information on the Work Order Detail page to make sure everything has been recorded and updated accurately.
   

   Note: Make sure you've issued all the components in WIP. If Kenandy finds unissued components in WIP, it won't let you close the work order.

3. Click Close.
   The Close Work Order page appears.
4. Click Close Work Order.
5. Click OK on the confirmation window.

The work order status changes to Closed.

Cancel a work order only if you've got nothing recorded against it and you don't want to do anything else with it.

Note: You can't undo the canceling of a work order.

1. On the Work Order list page, click the number of the work order you want to cancel.
2. If any operations have been recorded for this work order, unrecord them.
3. Click Cancel.
4. Click OK on the confirmation window.
5. Click Go Back.

You return to the Work Order Detail page for this work order. The Status of this work order is set to Cancelled.

If you need to track a discrepancy in a work order, this SKID may contain the information you need.

To see the WIP SKID details, follow these steps:

1. On the Work Order Detail page, scroll down to the SKIDs section.
2. Click the SKID number of the SKID you want to review.

To learn more about SKIDS, see SKIDs.

As you process work orders, Kenandy creates inventory change records. Inventory change records contain inventory transactions (and other information). Inventory transactions record information used by accounting.

How Inventory Changes and Inventory Transactions Get Created

User Action	Inventory Change	Inventory Transaction Type
Kit Work Order	Work Order Kit	Work Order Component Issue
Dekit Work Order	Work Order Dekit	Work Order Component Return Work Order Component Scrap
Complete Work Order	Work Order Completion	Work Order Assembly Completion Work Order Component Issue Work Order Issue From WIP By-product Work Order Component Scrap
Uncomplete Work Order	Work Order Uncomplete	Work Order Uncomplete Work Order Component Return Work Order Return to WIP By-product Uncompletion

Inventory Changes

If you need to investigate the movement of inventory related to a specific work order, you can review inventory changes for that work order.

To access inventory changes tied to a work order, follow these steps: 

1. On the Work Order Detail page, scroll down to the Inventory Change section.
2. Click the Inventory Change number of the inventory change you want to review.

To learn more about inventory changes, see Inventory Changes

Inventory Transactions

If you need to investigate inventory transactions for the assembly item for this work order, you can review the inventory transactions for that work order.

Note: To find inventory transactions for components, go to the Material and Operation Tracking page.

To access inventory transactions tied to a work order, follow these steps:

1. On the Work Order Detail page, scroll down to the Inventory Transactions section.
2. Click the Inventory Transaction number for the inventory transaction you want to review.

To learn more about inventory transactions, see Inventory Transactions.

The following table lists the fields that Kenandy provides. Your system administrator selects the fields that are displayed on your user interface.

Work Order Information Field Descriptions

Field	Description
Assembly Item Specification	The Assembly Item Specification contains all the information about components required to complete this work order. It can also include routings. An Assembly Item Specification of type Assembly is required for work orders of type Regular. For work orders of type Repair, Assembly Item Specification is optional. But if you specify one, it must be of type Repair. When you release the work order, Kenandy converts routings to operations and creates material tracking records for each component.
Item	Links to the item record of the item you're manufacturing. Kenandy pulls the item record from the Assembly Item Specification you enter.
Company	The company that's manufacturing this work order. Your default company appears in this field. Click (lookup) to change the company.
Complete to Location	The location in your facility where you store completed assemblies. The default Complete to Location comes from the facility record. You can change the Complete to Location to a different location here.
Default WIP Location	The location in your facility where you're manufacturing the assembly item. The Default WIP Location comes from the facility record. You can change the Default WIP Location to a different location here.
Facility	The facility that's manufacturing this work order. Your default facility appears in this field. Click (lookup) to change the facility for this work order. All components required for this work order must be stocked in this facility, in the correct locations.
MRB Location	The Material Review Board (MRB) location where you store assemblies for inspection. This might be called QA Location or Inspection Location in your instance of Kenandy. The default MRB Location comes from the facility record. You can change the MRB Location to a different location here.
Order Quantity	Enter the number of assembly items to be completed in this work order. Kenandy uses the Order Quantity to calculate the number of components the work order needs and the number of hours it will take to complete operations for the work order. After you've saved the work order, the Order Quantity appears in the Dates and Quantities section of the Work Order Detail page.
Notes	Optional.
Packaging UOM	The UOM you use to keep track of this item in your warehouse. For example, if you make t-shirts and pack them into cases for storage in your warehouse, enter CS (case) into Packaging UOM for a work order for t-shirts. You can't change the packaging UOM after a work order is released.
Rework Reason	Optional.
Status	Shows you where in the process your work order is. Draft: Not yet released. You can make changes to anything in the header. You can't check component availability, manage materials and operations, allocate materials, kit, record operations, or close a Draft work order. Released: Operations and material tracking records have been created. You can now check component availability, manage materials and operations, allocate materials, kit, and record operations for this work order. In Process: Work order is released and you've started working on it, but you haven't yet recorded the full quantity for the last operation. You can do all the actions as you can with a Released work order. Completed: You've recorded the full quantity for the last operation in the sequence for this work order. Closed: You can close a work order after you've recorded at least one operation against it. If you need to make changes to a Closed work order you can reopen it. Cancelled: You can cancel a work order as long as you have not recorded any operations for it or issued any components to it. You can't make changes to a Cancelled work order. You can't reopen a Cancelled work order.
Type	Choose Regular or Repair.

Dates and Quantities Field Descriptions

Field	Description
Start Date	Enter or change the date you plan to start work on this work order. If the assembly item has a Lead Time set, the Start Date autopopulates when you enter the Need Date. When you do capacity planning and work order planning, Kenandy looks at the Start Date of existing work orders.
Need Date	Enter the date this work order must be completed by. Kenandy uses the Need Date to calculate the Start Date and Earliest Completion Date if this item has a Lead Time set. When you do capacity planning and work order planning, Kenandy looks at the Need Date.
Earliest Completion Date	This is calculated by starting with the start date, looks at operations and manufacturing calendars, and tells you the earliest possible date you can complete the work order.
Release Date	The date you released this work order.
Date Completed	The date you completed this work order.
Close Date	The date you closed this work order.
Percent Complete	The percentage of items completed for this work order.
Quantity Complete	The quantity of items already completed for this work order. This quantity appears in the packaging UOM for the assembly item.
Quantity to Complete	The quantity of items not yet completed for this work order. This quantity appears in the packaging UOM for the assembly item.
Quantity Scrapped	The quantity of items scrapped for this work order. This quantity appears in the packaging UOM for the assembly item.
Order Quantity (Stocking UOM)	Each of these displays the same quantities as above, but in the Stocking UOM rather than in the packaging UOM. For example, you're manufacturing items for an order with a packaging UOM = Cases, and there are 6 Eaches to a case. But this work order is for only 4 items. In this example, look at the values in the Quantity (Stocking UOM) fields to determine how many items you need to manufacture.
Quantity to Complete (Stocking UOM)
Quantity Scrapped (Stocking UOM)
Quantity Complete (Stocking UOM)

 

Operations Field Descriptions

Field	Description
Action	From here, you can Record, Unrecord, and Print Picklist for this operation.
Description	A brief description of this operation. The description information comes from the item specification.
End Date	The date you plan to finish working on this operation. The End Date is calculated by the system using the number of hours this operation takes to complete and your manufacturing calendars. Changing the End Date affects other operations in this work order, the work order as a whole, and capacity planning for the Work Centers and Work Center Resources working on this operation.
Operation Tracking	The operation tracking record number for this operation. This number is automatically assigned when you release a work order and operations are generated. Click the link to see the Operation Tracking Detail page.
Percent Complete	If you've recorded a partial completion of this operation, the system calculates the Percent Complete to date. This is calculated based on the hours, NOT the quantity. If this operation uses fixed hours, the Percent Complete equals the Hours Consumed divided by the standard hours. If this operation does not use fixed hours, the Percent Complete equals the Hours Consumed divided by the (standard hours times the order quantity for the work order). The Percent Complete is updated when you record hours for this operation.
Quantity Completed	The number of items completed. The Quantity Completed changes when you record this operation (either partial complete or full quantity complete).
Quantity Scrapped	The number of items that you had to scrap.
Quantity to Complete	The number of items that haven't been completed . Order Quantity minus Quantity Completed minus Quantity Scrapped.
Sequence	The place in the sequence of the work order where you complete this operation. Default sequence information comes from the routings in the item specification. The last operation in the sequence must be recorded last in Kenandy. All other operations can be recorded in any order, regardless of where they fall in the sequence.
Start Date	The date you plan to start working on this operation. The Start Date for the first operation is entered when the work order is created. All the other operation Start Dates are calculated by the system using the number of hours the operations take (from the standard hours on the routings, if you use routings) and the manufacturing calendars. Changing the Start Date affects other operations in this work order, the work order as a whole, and capacity planning for the Work Centers and Work Center Resources working on this operation.
Work Center Resource	The person or machine that performs this operation on your manufacturing floor. Default Work Center Resource comes from the item specification. You can change the Work Center Resource for an operation manually on the Manage Operations/Material page.

Material Trackings Field Descriptions

Field	Description
Actions	Do not use. These links don't work.
Item	A component needed to complete this work order. Click the Item name to go to the Item Detail page for this component.
Material Tracking	The Material Tracking record number for this component. This number is automatically generated when you release a work order and material tracking records are generated for each component. Click this link to go to the Material Tracking Detail page.
Quantity Completed	The amount of byproducts completed in this work order. This value comes from the Byproduct Completion tab of the Record Operations page.
Quantity Issued	The amount of this component that you've issued by kitting the work order or recording backflush components as part of an operation.
Quantity Per Assembly	The amount of this component used in a single assembly item for this work order. For example, one bicycle assembly includes two wheels per assembly. The Quantity Per Assembly comes from the item specification.
Quantity Required	The amount of this component needed to complete this work order. The Quantity Required equals the number of components required by the item specification times the order quantity of the work order.
Quantity Scrapped	The amount of this component that you've recorded as scrapped in this work order. For backflush components, the Quantity Scrapped comes from the Component Issue tab of the Record Operations page. For kitted components, the Quantity Scrapped comes from the Dekit/Scrap page.
Quantity Short	The amount of this component that needs to be issued to complete this work order. The Quantity Short is equal to the Quantity Required minus Quantity Issued.
Quantity Used	The amount of this component that you've recorded as used by an operation. Backflush components are automatically recorded as used. You record kitted components as used on the Issue From WIP tab when you record operations.
Type	Tells you whether this component is Kit or Backflush or Byproduct. You issue Kit components before you complete a work order. You issue Backflush items after you complete an operation in a work order. You record byproduct completion when you record operations. The difference is how the components are accounted for in your inventory.

SKIDs Field Descriptions

To open a SKID, click its number.

To learn more about SKIDs and the fields displayed here, see SKIDs.

Inventory Change Field Descriptions

To open an inventory change, click its number.

To learn more about inventory changes and the fields displayed here, see Inventory Changes

Inventory Transaction Field Descriptions

To open an inventory transaction, click its number.

To learn more about inventory transaction and the fields displayed here, see Inventory Transactions.

Operation Transaction Field Descriptions

To open an operation transaction, click its number.