SHOP ORDER CREATE

The Shop Order module is used to initiate production for Finished Goods (FG) or Sub Assemblies (SA) based on confirmed sales orders. It captures key details like project type, item type, required quantity, and BOM version. Once saved, it tracks production progress and allows short-closing of items when needed—ensuring smooth coordination between sales and manufacturing.

  1. Click on "Manufacturing".
  2. Click on "Create" under "Shop Order".

STEPS TO SHOP ORDER CONFIRM

A new page will open where the user can initiate the creation of a Shop Order.

Shop Order Form

SHOP ORDER FORM

  • Project Type: Select the type of project using the available radio buttons:
    • RFQ – For Request for Quotation-based orders
    • Forecast – For forecast-based production
  • Item Type: Choose the appropriate item type:
    • FG – For Finished Goods
    • SA – For Sub Assemblies
  • Can Create Qty: Indicates the quantity that can be created based on available resources
  • Total SO Release Qty: Displays the total quantity released from the Sales Order
  • SO Close Date: Select the expected close date of the Sales Order using the calendar

General

The lower section of the form presents a data table with the following columns:

  • FG Item No / Description: Enter the item number and/or description of the finished goods.
  • BOM Version No.: Select the relevant Bill of Materials (BOM) version. (Visible only when production is released via Release BOM)
  • Project No.: This is auto-generated and links the item to a specific project after a Sales Order is created.
  • Sales Order No.: Displays the associated Sales Order number.
  • Sales Order Qty: Total quantity committed in the Sales Order.
  • Open FG Sales Order Qty: Shows the unfulfilled quantity remaining from the Sales Order.
  • Required Qty: Enter the quantity required for production.
  • Release Qty: Enter the quantity being released for this Shop Order.

Note: Shop Orders should be created for FG and SA items if available.

After entering all required information, click Save. The details will appear as shown below: SHOP ORDER SAVE

From this screen, User can also short close specific items. Simply enter the quantity to be short closed and click the Short Close button. That quantity will be considered closed and will no longer be available for further processing.

Icons

ICONS

  • Refresh – Reloads and updates the displayed data
  • Home – Navigates to the application’s main dashboard
  • Back Arrow – Returns to the previous screen