This view lists all work orders created in the past two years. Click the Refresh button to load the list. Click on a product number in the list to view the product. Clicking on any hyperlink text (in the documentation columns) opens the associated document for viewing.
When a work order is generated, it will appear in the supplier's Work orders to confirm list until the work order has been confirmed or accepted. Once confirmed, it will appear in the seller's OCs for review list until the order confirmation has been marked as OK.
The icons in the Options column indicate additional requirements for the order. Hold the mouse pointer over an icon to see a description of the order options.
Filtering
If a search text is entered, work orders which do not contain the text in any of the following columns are hidden when the Find button is clicked: Product #, Product name, Article, Customer, WO#, Tracking number, or Invoice. This is also true when clicking Refresh, when selecting product types, or when hiding/showing finished orders. Click the Clear button to delete the text and show all work orders.
It is also possible to view only certain product types, by setting check marks in the Product types drop-down list.
The controls may be used to hide specific groups of orders:
- When Finished is checked, orders which have been marked as done (i.e. when the last milepost is signed) are hidden.
- When Invoice OK is checked, orders which have been marked as invoice OK are hidden.
- If a date range other than (None) is selected, orders older than the date range are hidden.
The Show check boxes may be used to show or hide columns in the display.
Notification by e-mail
Automatic notification of incoming RFQs and Work Orders may be made to one or more e-mail addresses. Use the Configure|E-mail address for RFQ/WO notification menu command to configure this feature. Enter the e-mail address when requested. Multiple addresses must be separated with a comma without spaces (such as: alfred@company.com,bob@company.com). To disable e-mail notification remove the e-mail address(es) with the Configure|E-mail address for RFQ/WO notification menu command.
Work order information
Right-click on a work order to view work order documents and perform other operations:
- Show product Open the product in the product viewer
- Purchase order
- View PO Display the PO document
- Order confirmation
- View order confirmation Display the order confirmation document
- Accept PO Mark the work order as accepted without uploading a document
- Upload order confirmation Upload an order confirmation document
- View messages Display a list of all milepost messages on active work orders
- Work order history Display the milepost history for the work order
- Shipment details Open the shipment details module
- Invoice
- View invoice Display the invoice document
- Upload invoice Upload an invoice
- Quality documentation
- View quality documentation Display the quality documentation zip file
- Upload quality documentation Upload a quality documentation zip file
Order confirmation
Once a work order has been accepted, the supplier should generate an order confirmation as a PDF file, text file or spreadsheet and upload it to the system. To do this, right-click on the work order and choose Order confirmation|Upload order confirmation. Enter the supplier's order number and locate the file to upload.
Alternatively, the supplier may choose Order confirmation|Accept PO to mark the order as accepted without uploading an order confirmation. This will confirm to the seller that the work order has been accepted as received.
Once an order confirmation has been uploaded, the order number will appear in the O Conf column. Click on the order number to view the archived documentation. If the PO has been accepted without uploading an order confirmation, the word Accepted appears in the O Conf column.
Alternatively, purchase orders may be automatically marked as accepted. This is activated with the Configure|Accept POs without order confirmation menu command. The PO will be marked as accepted when the Receive milepost is signed.
Quality documentation
If quality documentation has been uploaded to the system, a “zip” link is shown in the QA column. Click on the link to open the zip file containing the documentation.
To upload quality documentation, right-click on a work order and choose Quality documentation|Upload quality documentation. Browse to the zip file and choose OK to upload. Quality documentation must be uploaded prior to uploading an invoice.
Invoices
An invoice may be uploaded to the system by right-clicking in the Work orders view. The invoice must be available as a file in PDF, text or spreadsheet format.
The Upload Invoice command opens a checklist of all work orders which have not been invoiced. Right-click on the list to check/uncheck multiple items in the list. Enter the invoice number and click OK to assign the invoice to all work orders in the list which have a check mark. Then browse to select the invoice file for upload, making the invoice file available for other users to view or print. Note: It is not possible to upload an invoice before the quality documentation has been uploaded.
