Work Order – Invoicing

Overview and Process A Work Order can be created for a number of reasons … delivery, inspection, repair, parts, etc.  As a result of any of those activities, there might be a need to invoice a customer for that work done.  This can be done using the Invoicing...

Work Order – Pick List

Overview This document will provide details on how to create a pick list on a work order. Process  After creating a work order (process is explained in a separate document), click the down arrow next to the Delete button and select Picking List: The picking list will...

Work Order – Inspection Type

Overview An inspection work order is used when a company wishes to inspect newly manufactured or purchased material.  Material can be received via a purchase order or can be built using a production work order, and after either of those processes, can be inspected and...

Work Order – Delivery Type

Overview and Process A delivery work order is used when a company wishes to create a separate process to pack the sales order other than Pack SO.  Oftentimes, warehouse personnel are not allowed to view the sales order, but just pack the sales order.  The Ascent...

Work Order – Picking Work Orders

Overview and Process A picking work order is used when a company wishes to separate the tasks of picking material for a sales order from packing the material for a sales order.  Picking Work Orders are initiated from a sales order. Custom Settings of Importance: There...