From the OPTO ribbon, select the ‘Orders’ tab and click on the ‘New Factory Order’ icon to open the ‘Factory Order – <New Entry>’ window.
Enter Parts
In the Client Codefield, press <F2> and select the client from the pop-up list then click on OK. Press <TAB> to generate the client details then enter the client purchase order number in the Client Order No field. Add items to the order by entering part codes manually, or enter a quote number in one of the Quote fields (circled below) and click on the ‘Link Quote’ button next to each Quote field then select the items from the Quote.
Check the Order Qty, Unit Price and Due Date columns and edit where necessary. Once these fields are updated with correct information, check stock availability for the order by clicking on the ‘Allocation’ tab, the Production Parts, Inventory Parts, and Material Allocations required to build this order will be shown in this window.
Press <F9> to save the order – The order will be saved advising of allocations created, and the ‘Process Sheet’ appears.
Click on the ‘Create Job Ticket’ button (1), a prompt window appears stating the tickets have been created, click on OK. Click on the ‘Print Job Ticket’ button (2) to print the job tickets. To review or edit the Job tickets click on the ‘Edit Job Ticket’ button (3).
Next click on the ‘Activate Job’ button (4), this will automatically schedule job into the system and enable time to be clocked for the job ticket. Click on ‘Pick Materials or Parts’ button (5), the parts list pops-up, choose the parts from the list and click OK. The material/Sub-parts tables are populated, enter your employee number and click on the Save button.
Check Job Material and Parts Allocations
In the ‘Process Sheet’ click on the ‘Stock Reservations’ button to view inventory material and part allocations for each job ticket on this order. Dbl Click on line items to see full detail. If the Show All box is ticked, all the job ticket allocations are displayed when the selected job ticket line is Dbl-clicked.
To access the Allocations for Job Ticket’ window Dbl-click on the number in the Job Tic column.
The Production Manager/Supervisor may use this information to analyse stock availability and purchasing requirements. Once the Inventory items have been acquired and are in stock then the job can move into the ‘Picking’ phase.
Issue Job Tickets
Open the ‘Process Sheet (Factory Order)’ window in the ‘Orders’ tab, click in the Order No field press <F2> and select the order from the pop-up list then click on OK. Press <TAB> to generate window and click on the ‘Stock Reservations’ button to see all the Job Tickets and their picking Status. Job tickets for the jobs that are ready to be started can be printed by clicking in the To Do column (circled below), then click on the ‘Print’ button to open the ‘Print Table Data’ window.
The Print Preview window opens displaying the job ticket and a message window will appear, see below. Click on either Yesor No and then another message pops up, again click on either Yes orNo. Then click on the ‘Print’ button in the ‘Print Table Data’ window to print the Job Ticket/s.
Opto Software Pty Ltd Revised 02/08/2018
