The Work Order

  • Post category:apt-university
  • Reading time:8 mins read


  • How do I add components to a build that were not listed in the BOM?
  • How do I assign a serial/lot number to my finished product?
  • How do I track the serial/lot numbers of my components used during manufacturing?
  • How can I adjust my final amount based on the results of the MFG process
  • What are the reports I can use for a recall?

Webinar transcript

APT University: The Work Order

(Show Title Slide)

Hello and welcome to AdvancePro University. Today we’re going to discuss an important area of the Manufacturing Module, The Work order.

For those of you who are new to AdvancePro Manufacturing. The Work order is an event and document which allows you to convert a number of components into an assembly item. Where the assembly item and Bill of Materials are a set of instructions, the Work order is the execution of those instructions and the active building of assembly items which are the finished goods..

(Show MFG Panel)

Work orders can be created either Manually from the MFG Panel, or automatically when processing a customer order.

You can set an assembly item to appear on your reorder alert report and you can use that report to create work orders for assembly items accordingly.

To create a new work order, navigate to the Manufacturing Panel and click on the New Work order button in the upper left.

(click on new work order)

Initially you’ll be asked to choose the assembly item you wish to build.
Next you can choose the build warehouse and quantity

Click proceed to view the work order and required components


Here is the initial Work order screen, just like a customer order, we need to process the order so we can reserve the materials. This prevents the items from being sold or committed to another work order just like a pick ticket.

Note the direct order checkbox – if this is unchecked, AdvancePro will create a pick ticket for the goods upon processing. If this is checked off, AdvancePro will skip this step.

Also note that the work order lists both the required component stock and the available stock level, if the stock level is lower than the stock required to complete the work order, the VO checkbox will be checked off and upon processing, AdvancePro creates a vendor order – the work order will have to be processed again when the goods are delivered, the work order will be placed under the partially processed filter. Similarly, if you have a assembly item as a component, you will have the option of checking off the WO checkbox. This creates a work order to produce the subcomponent, which can then in turn be used for this assembly. We will be covering this in more detail in a future AP University episode.

If you configured any substitiutions, addons, or variables, the will be accessible from the icons to the right of the product lines.

On the lower half of the screen, you can also add any item from your inventory to this work order for any reason. This does impact your average costing and is often best for workflows where you use the work order to record manufacturing results rather than initiate manufacturing procedures.

Once all your quantities, substitutions, and additional items are set, you can click the process button to initiate the work order.

Since we left the direct order button unchecked, this has made a pick ticket. As mentioned before, this next step can be skipped.

Please be advised that all materials must be present in the build warehouse – if materials are in separate warehouses, they must be transferred.

(navigate to warehouse)

To view picking jobs related to work orders, click on the ‘view all work orders’ button in the lower left of the Warehouse Panel.

(open pick slip)

This functions similarly to the standard picking slip and is intended for warehouse workers to pick material and bring it directly to the manufacturing area.

There is a scanner search, which makes this feature compatible with most configurations for USB or bluetooth scanners, or an integrated scanner on a tablet device.

We can choose from our available pick locations if we are using them.

Once the items are picked and optionally based on your settings, component serial numbers are added, we can begin the manufacturing procedure.

If we chose direct work order, instead of working from the warehouse panel, we could have assigned the picking location and serial or lot numbers from the main work order page.

(navigate to work order stages)

Stages are a customizable list of labels or statuses that can be applied to any work order. We have a few pre-built, but you can add any type of status that might be useful in your work order setup.

This might be to include when the product is quarantined, under quality assurance, being assembled, or any other label that might be useful. It is visible from any filter under the view all work orders screen.

Coming back to our work order we can assign stages here at the top, and save statuses as this work order moves through various stages of production.

If we wish to assign a lot or serial number to our finished product, we can click this L/S button at the bottom and assign the lot number in exactly the same method as we do when receiving product.

In the upper right you will notice the Qty to build and Qty fulfilled boxes. The Quantity fulfilled box is adjustable up until you assign serial numbers, so if your outputs are variable, you can adjust them.

When you are finished your assembly items, click the Finalize button. This removes the reserved components from inventory and completes the Finished goods.

This concludes our Lesson, At this time we would like to welcome any questions. In order to ask a question navigate to the questions tab on the Gotowebinar panel. In future lessons, we will be covering using sub-assemblies, doing a dis-assembly to repurpose parts, using our reporting to track a recall, as well as many other features across AdvancePro’s robust capabilities.

Question: How do I set an assembly or Component to require serial or lot numbers?

(click the product tab)

To create a rule where a product or assembly item requires a lot, serial, or batch number, navigate to the lot/serials tab on the product or assembly item page under view products.

From here, click the settings sub-tab.

Question: How do I track a built serial number or Component serial number?

(navigate to reports > Manufacturing reports)

So we do have a track built serial number report, as well as a component serial number report. Each of these can be used to trace a serial number to it’s related components or built products. For full traceability, both your components and your built products would require serial numbers.