Exact Globe+

Overview of production and disassembly orders to be set to Finished status

Menu path

Manufacturing ➔ Entries ➔ Finish

Introduction

In this screen, you can obtain an overview of production and disassembly orders to be set to the Finished status. In addition, you can filter the overview to view production or disassembly orders that are with the Finished status, copy the information of an existing order to a new order, and attach or view a file or a note to an order.

Note: The menu path to this overview is enabled only if you have the Finish menu right at System ➔ HR & Security ➔ User rights, at Entries under Manufacturing.

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 view the overview of production or disassembly orders to be set to the Finished status?

1. Define the relevant criteria.
2. Click Search to display the overview.

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 Note. 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 copy details of existing orders to new orders?

1. Define the relevant criteria.
2. Click Search to display the overview.
3. Select one order or more, and then click Copy. The Production orders: Orders screen will be displayed with a list of production or disassembly orders that you want to copy.
4. Click Generate. The production or disassembly orders generated will be listed at Manufacturing ➔ Entries ➔ Production orders. 

How do I set the orders to the Finished status?

1. Define the relevant criteria.
2. Click Search to display the overview.
3. Select one order or more, and then click Finish. The Finish screen will be displayed.
4. Select the required check box(es), and then click OK.

Related documents

• Copying production and disassembly orders
• Creating and maintaining production orders
• Creating and maintaining projects
• Creating and maintaining sales orders
• Overview of MRP
• Setting production and disassembly orders to the Finished status