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 […]
2007-112 – Cancel a Sales/Factory Order
To be able to cancel a Sales/Factory order, there must not be any despatches against the order. For the Factory, check that it hasn’t been started where items have been picked, purchased or issued to the job tickets and there is not time clocked to the processes. The option to […]
2007-111 – Complete Individual Processes in a Job
Overview This document demonstrates how to complete an individual workcenter process for a job ticket. Especially useful where there are multiple sub parts and numerous job tickets on the one job. From the OPTO ribbon, select the ORDERS tab and click on the ‘Process Sheet (Factory)’ icon. In the Order […]
