Work order category

Work order categories facilitate work order creation. For some industries, there's no need to define a sequence of shop floor processes as a route to build an item; for others, there's no need to define a bill of materials as a list of components to assemble or process; for many industries, both a route and a bill of materials need to be defined before a finished item can be built or maintained at a production site. A work order category controls the type of work order that's created which can be:

  1. A full assembly line order that uses a route to assemble a bill of materials (BOM) into a finished product.
  2. An assembly order that doesn't need time spent by a shop floor operator to be recorded. The production process might be simple or not relevant, so the production processes don't need to be defined. Overhead costs can be managed separately.
  3. A production line or rework order that only defines a routing. These might be shop floor processes that might not involve parts or components, such as a set of steps for packaging food safely and securely in a food production plant.
User type

Administrator

Manager
Permissions

Admin (full rights)

Manager (full rights)

Employee (read only)
Tip

You can create work order categories that you identify with your production processes. You cannot edit or delete the work order categories delivered by Sage.

Create a work order category

You can create new work order categories. You cannot edit the work order categories delivered by Sage.
  1. To create a new work order category you can:
    1. Select Create from the main view.
    2. Select the Create icon from the Selection list.
    3. Select an existing work order category, then select the Duplicate icon.
  2. Enter an ID and a Name that identify with your production processes.
  3. Enter a Description for your work order category.
  4. Select the Route checkbox if the default production operations need to be added when a new work order is created. If production operations should not be added to a new work order, leave clear.
  5. Select the Bill of material checkbox if the default list of components need to be added when a new work order is created. If components should not be added to a new work order, leave clear.
  6. Select the Default checkbox if the work order category ID is the default category to be applied to new work orders. The default category also applies to new make-to-orders (MTO) created to meet demand orders such as confirmed sales orders.
  7. Save your work order category.

Edit or delete a work order category

You cannot edit or delete the work order categories delivered by Sage.

You can edit the fields and the checkboxes.

You can only delete a work order category that is not assigned to a work order.