Quotes In the ‘Part Code’ column, type the first number/character of the part or material code and press <TAB>. <TAB> will pop up list of all material in the Database – Care should be taken depending on the size of the material database as the list could be large. ABC […]
2008-108 – Current Jobs
Overview: The Current Jobs window displays all the current jobs or a specific current job within the system. The information in this window can be filtered by utilising the drop-down list. The records in the window are colour coded in column to show the status of the job in regards […]
2008-102 – Job Re-Creation Process
Overview Generally, when creating Production Orders and Jobs in OPTO the user would complete the Part build with the correct materials and/or sub parts before creation of the Job Ticket. However, this is not always possible and changes to the part or addition to parts are required after the production […]
2008-101 – Creating a Job Ticket from the Jobs/Scheduling Tab
Job Tickets are usually created from the ‘Orders’ tab via the ‘Process Sheet’, but they can also be created from the ‘Jobs/Scheduling’ tab. From the OPTO ribbon, select the ‘Jobs/Scheduling’ tab and click on the ‘Create Job Ticket’ icon. In the Job No field press <F2> and select an order […]
2007-205 – Credit Adjustment Note for Sales Order
OverviewIt is sometimes necessary to apply a credit adjustment to a Sales order. Requirements needed before creating a credit Note: Sales Orders must exist in Order Book. ALL Despatch Dockets must be completed. Invoices must have been created Permission must be set on the ‘Security’ tab of the Employee record […]
2007-203 – Create an Invoice from Process Sheet (Sales)
Overview An order must be created and despatched before an invoice is created as it is a part of the Process Sheet Procedure. The ‘Create Invoice’ function is password protected and the user will need to have permission and an internal employee password. Create an Invoice From the OPTO ribbon, […]
2007-202 – Despatch Client Order
From the OPTO ribbon, select the ‘Orders’ tab and click on the ‘Despatch (Sales)’ icon to open the Despatch Sales Order window. Press <F2> and select the Sales Order from the pop-up list and click OK, press <TAB> to activate the window. A message appears to prompt the user to […]
2007-201 – Create a Sales Order
OverviewThe Sales Order is used when Clients order from Stock (Inventory Parts or Material). When Parts or Material are entered into the Sales Order and the order is saved, an allocation is recorded against the Part or Material to enable tracking and management of inventory levels. Sales Orders cannot be […]
2007-114 – Change Type Field in a Production Order once a Job has been Activated
NOTE: This procedure is for production orders where time has NOT been clocked to jobs. From the OPTO ribbon, select the ‘Jobs/Scheduling’ tab and click on the ‘Job Control’ icon (1). In the Order No field press <F2> and select the order from the pop-up list then click on OK. […]
2007-113 – Production-Client Order on Hold
Production and Client Orders in OPTO may be placed on hold – this will remove the allocation of materials and will stop the order from being despatched. The Employee will require permission and an internal employee password set-up in their employee record. (see below) From the OPTO ribbon, select the […]
