Production Transactions
Overview
You can work with production transactions (for example, Work Orders) from your phone or any browser. You can:
- Issue materials that are reserved or on order.
- Receive finished goods into stock.
- Add images and notes.
- View the transaction's items, materials and linked transactions.
List View
Select the Transaction Type from the dropdown list. The list includes the Transaction Types that have the Mobile App > Production > Enable Transaction setting.
The active transactions are grouped by status. Each shows:
- A circle in the status colour, with the first letter of the status.
- The Transaction Type code and number (for example, WO 644).
- The customer's name and contact person, and the reference.
- The due date (the date by which production should be complete).
Context Menu
Tap a transaction to open this menu. Each option is explained below.
View Detail
Shows the transaction's details. Tap Close (button) to return to the list.
- Header: The transaction code and number (for example, WO 644), customer, contact, rep and reference on the left; the transaction date and due date on the right.
| Tab | Description |
|---|---|
| Items | The items to be made, with the quantity, resolve (for example, Order) and location. Items are colour-coded by status. |
| Materials | The materials needed, with the quantities, resolve (for example, Reserve) and location. Materials are colour-coded by status. |
| Notes | Notes added to the transaction or linked transactions. |
| Attachments | The transaction's attachments. |
| Links | The other transactions in the same transaction flow. Tap one and select View Detail to view it. |
Tabs with no entries do not appear.
Add Image
- Take a photo with your camera. The first time, allow the app to use your camera.
- If you have no camera, or have not allowed the app to use it, tap Choose image or the picture icons in the left corner to upload an image instead.
- Enter a name for the image and tap Save, or tap Cancel.
Add Note
Opens a form where you can enter a note.
Copy to Goods Issued and Goods Received
Copy to Goods Issued issues the raw materials to the work order. Copy to Goods Received (WO) receives the finished goods made by the work order into stock. Each option only appears if Copy Rules are set up for the process.
Buttons Explained
| Button | Description |
|---|---|
| Copy | Creates the Goods Issued or Goods Received transaction. |
| Cancel | Closes the form without copying. |
Fields Explained
| Field | Description |
|---|---|
| Set Header | Select a new status for the transaction. |
| Set Items | Select a new status for the items. |
| Outstanding (checkbox) | If checked, only the outstanding items appear. |
| Select (checkbox) | If checked, all the items are selected. |