Work orders

A factory order (job order) is a request to make a quantity of a product against its BOM. This page covers creating orders, tracking them through their lifecycle, and, for assembly work, running them through named stages with reserved materials and quality checklists.

Creating a factory order

1. Open Create Factory Order and choose the product: it must have an active BOM.
2. Enter the planned quantity (positive) and a scheduled date.
3. Optionally capture a workorder reference (a link to a sales order), the component/process, and the equipment to be used.
4. Save.

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Add a screenshot here: the Create Factory Order form with the product picker, planned quantity, scheduled date and the optional workorder-reference / component / process / equipment fields.

On create, Villva assigns a unique Job Order No and explodes the active BOM into component requirements (required quantity = BOM quantity × planned quantity), snapshotting them onto the order, so later BOM edits won’t change this order. A product with no active BOM can’t start an order. New orders begin at Planned, with produced quantity zero.

Tracking factory orders

The factory-order list shows Job Order No, workorder reference, component, process, planned quantity, produced quantity, equipment, scheduled date and status. Search and filter by job order number, product/component and date range, and open any order for its process details (component, equipment used, scheduled date).

The status lifecycle

An order moves through:

Planned → In Progress → Partially Completed → Completed

plus Cancelled (from Planned or In Progress). Backwards or illegal jumps, for example Completed back to In Progress, or completing a cancelled order, are refused. Completing an order triggers the stock posting. An order that has already posted stock can’t be cancelled. Every status change is recorded in the audit log (who, order, from→to, when).

Assembly orders and stages

Villva’s assembly flow lets you create a factory order directly from a sales Order Execution Assembly Cart: the products on a sales order that need assembling.

On create, the order auto-generates a reference, captures the date, threshold, due date, product and quantity, and seeds the assembly stages in order:

Testing → Nameplate → Packing → Final Inspection → Dispatch

• Each stage exposes its task checklist, and a stage can’t advance until its mandatory checklist items are complete.
• Stages move forward only, and the current stage is visible on the list and detail.
• Completing the final stage consumes the reserved materials to outward inventory and increments finished goods, and updates the linked sales order to ready for dispatch: the link is traceable both ways.

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Add a short recording here: an assembly order moving forward through the stages (Testing → Nameplate → Packing → Final Inspection → Dispatch), completing each stage’s mandatory checklist to advance.

Manufacturing checklists

Each manufacturing/assembly stage has a standardised checklist so quality is documented and consistent. Templates exist for Air Test, Shell Test, Hydro Test, Nameplate Engraving, Final Inspection and Packing.

• Each item is answered yes/no; some items are mandatory, and each has an optional remarks field.
• A checklist captures an overall-remarks field and an inspector sign-off.
• A checklist can’t be completed until every mandatory item is answered and the inspector has signed off, and completing it triggers the transition to the next stage.
• Any item answered “no” (failed) raises a rework task linked to the order and stage.
• Completed checklists are preserved as immutable history and are restricted to the QC/inspector permission.

Reserving materials

For an assembly order, you reserve the components it needs so no other order or sale can draw the same stock.

1. Open the assembly-plan helper, it lists each required component with the available quantity per warehouse/bin and the PO reference per inventory item.
2. Split a component’s planned quantity across one or more inventory items, warehouses or bins as needed, each with its own Reserve action. Each reservation links to the specific PO receipt (lot) the stock came from, for traceability.
3. A reservation can’t exceed the available quantity (on-hand minus already reserved).

Reserved stock is excluded from “available” and can’t be reserved or consumed by any other order (it reduces available without reducing on-hand). Cancelling the factory order releases its reservations back to available; completing assembly consumes them, posting the components to outward inventory. Active reservations show on the order, and create/release/consume events are audited.

Equipment

• Equipment master: maintain your list of machines (name, active flag). Only active equipment is selectable on new factory orders.
• Equipment calendar: scheduled factory orders appear as slots under their equipment and scheduled date. Navigate by week or month, filter by equipment, and click a slot to open the order. The calendar shows overlaps but does not block double-booking (capacity planning comes later).