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ERPX Documentation — Your complete guide to the ERPX platform

Work Orders

Go to: Manufacturing → Work Order

Work orders initiate and track the production of a finished good. They are linked to a BOM and drive raw material consumption and finished goods production.

Creating a Work Order

Open Work Order Form

Navigate to Manufacturing → Work Order and click New.

Fill in Work Order Details

FieldDescription
Item to ProduceThe finished good to manufacture
BOMSelect the Bill of Materials to use
Qty to ProduceNumber of units to produce
Planned Start DateWhen production should begin
Sales OrderLink to a sales order if production is order-driven
WarehouseTarget warehouse for finished goods

Check Material Availability

Click Check Material Availability to see if all raw materials are in stock. The system highlights shortages.

Transfer Raw Materials

Once materials are available, use the Transfer Raw Materials button to issue materials from the warehouse to the production floor.

Start Production

Click Start on the work order to begin production. Job cards are automatically created for each operation.

Submit Finished Goods

After production is complete, use Finish to receive finished goods into the target warehouse.

Finishing a work order automatically creates a stock entry that reduces raw material inventory and adds finished goods to the warehouse.

Work Order Statuses

StatusDescription
DraftWork order created but not yet started
Not StartedSubmitted but production not begun
In ProcessProduction underway
CompletedAll quantity produced and received
StoppedWork order halted

Production Plan

Go to: Manufacturing → Production Plan

Production plans aggregate demand from multiple sales orders and generate work orders in bulk. Use this for planning production schedules across multiple products.