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Authorizing production orders

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Manufacturing ➔ Entries ➔ Authorise production

Introduction

Authorizing production orders is a step used for checking production orders before they are processed. However, authorization is an optional process as it depends on the settings at System ➔ General ➔ Settings, under Manufacturing settings. If the Use authorise check box (under the Production order status section) is selected, then authorization becomes mandatory. Otherwise, the production orders created will be authorized automatically.

Only employees with the proper rights (defined at System ➔ HR & Security ➔ Security roles, and added to the personal cards of the employees under the Rights tab at HR ➔ People ➔ Maintain) are allowed to authorize production orders.

What version are you using?

The information in this document is based on product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I authorize production orders?

  1. Define the relevant criteria, and then click Search to display the overview.
  2. Select the production order(s) to be authorized.
  3. Click Auth.. An authorized production order is indicated by a green check in the Auth. column.

Keep in mind: Alternatively at step 2, you can select a production order, and then click Open. In the Production orders screen, click the Authorised process step.

How do I reverse the authorization done?

  1. Define the relevant criteria.
  2. Click Search to display the overview.
  3. Select the production orders that have been authorized, and then click Auth.. The production orders will no longer have the Authorised status.

How do I view the notes attached or add notes to the orders?

  1. Define the relevant criteria.
  2. Click Search to display the overview.
  3. Select a production or disassembly order, and then click Note. The Notes screen will be displayed, with the production or disassembly order and its Bills of Materials (BOM) listed.
  4. To view the notes or add a note, select the order line under the Production orders section or the BOM line under the BOM section, and then click . Another Notes screen will be displayed.
  5. Type the note, and then click Save.

How do I view the attachments linked or add attachments to the orders?

  1. Define the relevant criteria.
  2. Click Search to display the overview.
  3. Select a production or disassembly order, and then click Attachment. The Attachment screen will be displayed, with the production or disassembly order and its Bills of Materials (BOM) listed.
  4. To view the attachment or add an attachment, select the order line under the Production orders section or the BOM line under the BOM section, and then click . Another Attachment screen will be displayed.
  5. To view the file attached, click Open. To add an attachment, proceed to step 6.
  6. To add an attachment, click at File name to select the file required. Once selected, the date and size of the file will be automatically filled.
  7. At Description, type the description of the attachment.
  8. Click Save.

How do I delete the attachments linked to the orders?

  1. Define the relevant criteria.
  2. Click Search to display the overview.
  3. Select a production or disassembly order, and then click Attachment. The Attachment screen will be displayed, with the production or disassembly order and its Bills of Materials (BOM) listed.
  4. To delete the attachment linked, select the order line under the Production orders section or the BOM line under the BOM section, and then click . Another Attachment screen will be displayed.
  5. Remove the name of the file at File name. Once this field is empty, the Delete button will be displayed.
  6. Click Delete.

How do I view the sales orders linked to the orders?

  1. Define the relevant criteria.
  2. Click Search to display the overview.
  3. Select a production or disassembly order, and then click Sales order. The Sales orders screen will be displayed.

How do I view the availability of stock for items that are linked to the orders?

  1. Define the relevant criteria.
  2. Click Search to display the overview.
  3. Select a production or disassembly order, and then click MRP. The Item management: Planning screen will be displayed.

How do I view details of the projects linked to the orders?

  1. Define the relevant criteria.
  2. Click Search to display the overview.
  3. Select a production or disassembly order, and then click Project. The Maintain projects screen will be displayed for you to view and modify the details of the project.

How do I view copy budgets to the orders?

  1. Define the relevant criteria.
  2. Click Search to display the overview.
  3. Select one production or disassembly order or more, and then click Copy budgets. The Production order: Orders screen will be displayed.
  4. Click Copy budgets. The Budget screen will be displayed for you to select a budget.
  5. Click  to display a list of existing budgets. The Budget scenarios screen will be displayed.
  6. Select a budget, and then click Select.
  7. Click OK.
  8. Click Close to exit.

How do I reject the orders?

  1. Define the relevant criteria.
  2. Click Search to display the overview.
  3. Select a production or disassembly order, and then click Reject. The E-mail screen will be displayed for you to send an e-mail to notify the rejection of the order. You can click Skip to cancel the sending of e-mail process. Otherwise, proceed to step 3.
  4. Once you have defined the fields, click Send. A production order that has been rejected is indicated by a green check in the Rejected column.

How do I view details of the orders?

  1. Define the relevant criteria.
  2. Click Search to display the overview.
  3. Select a production or disassembly order, and then click Open. The Production orders screen will be displayed for you to view and modify the details of the order.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.023.072
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
 Disclaimer

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EG-OH407-Authorizingproductionorders-final.docx 44.9 KB View Download