Work order: Shop floor documents

You can print 2 document types in PDF format for your workshop teams to use on the shop floor, the job traveller and a pick list.

  • From the main list, you can select and print the job traveller and pick list for 1 or multiple work orders. To let you know that the print task is finished, a notification displays in the Notification centre. You can download the file from the notification.
  • From the More actions icon for a work order, you can print the job traveller for the work order, and a pick list for 1 or a range of work orders. Select Print to print the job traveller, or to print pick lists select Pick list.

You can change the layout of both the job traveller and the pick list.

Job traveller

The job traveller is the production specification for the work order in printed format. The document typically "travels" with the job, the production process, as it progresses through the production site.

Shop floor workers can track their time and progress on the job traveller.

The job traveller provides the production team with a method to build or maintain the released item to meet the production specification. The default job traveller prints the work order header information including planned production start and end dates, production operation and resource details, and component information. Any components not linked to an operation print in a separate table. Individual component and production operation instructions are also printed.

You can print the job traveller at all work order statuses: Pending, In progress, Completed and Closed.

Pick list

A pick list itemises the components and raw materials to be drawn from stock and issued to the shop floor to make the item for the work order. It informs warehouse or workshop staff which items are to be picked for issue. Information such as the proposed bin location and lot or batch, and suggested quantity from that bin and lot, and the work order the items are to be picked for are included on the print.

You can print pick lists for Firm work orders at Pending and In progress status.

Change the shop floor document layout

To change the job traveller and pick list layout you use the Report template and Report pages. A changed layout is applied to new prints.

  1. On the Report template page, select the template:

    • sageJobTravelerTemplate
    • workOrderPickList

  2. Select Duplicate to duplicate the template.

    Sage advises that you save a copy of a master report structure and only modify the copy.
  3. Change the layout of the duplicate template as required.
  4. Save the new template.

  5. On the Report page, select the report:

    • sageJobTraveler
    • workOrderPickList
  6. In the Active template field, enter or select the name of the duplicate template.
  7. Save the new report layout.