A Work Order is a job to be completed.

A work order can come from any one of the following sources:

 A sales order generated to fill a customer order

 A service order for maintenance or repair
 An order generated because of an audit or inspection

A work order can contain any of the following information:

 Amount of product to be made

 Instructions
 Date/time to begin work
 Expected completion date/time
 Person assigned to complete the order
 Cost estimate

Oracle NetSuite is one application that can be used to create and track work orders. NetSuite is an Enterprise Resource
Planning (ERP) application. An ERP system enables the a company to manage the entire business.

This lesson requires that you have access to Oracle NetSuite. A free demo account is available to your school. This lab
also assumes that you are creating a work order for an item that has already been created in NetSuite. If the item has
not been created, then it would need to be done before you can create a work order to make the item.

The demo company for this lab makes and distributes bicycles. In this lab you will create a Work Order and Assembly
Build to assemble a 26” Men’s Mountain Bike.
In NetSuite, creating a Work Order is an optional step in the manufacturing process, but if you need to let production
know what you want made, when you want it, and the components they need to use, or if you are producing a
configurable product where there are features and options, then creating a work is the way to do this. A Work Order
serves to alert production that an order needs to be produced, and to authorize the production.

From the NetSuite menu, go to Transactions, Enter Work Orders.

An example of a work order screen is below.

From the Assembly dropdown, choose the item that you want to make. Enter a Quantity and Date. The starred (*)
items are required. You can enter an Order Number, or the system will generate one for you. Your company may have
a standard naming convention for order numbers, so use that if they require it. You can also choose a Customer, if you
are making the item for a customer. You can enter a Production Start Date and Production End Date if needed. In this
example, we created the work order on July 29 for production to begin on July 31 and end on August 1.
The item that we are making is an assembly item made of components. When you choose an assembly item, the
components are listed on your screen, along with the quantity of each component needed to make the finished bike.
Below is an example of the Components screen. Under the Quantity, you will see that the bike requires one frame, two
wheels, etc.
If I change the order quantity to 25, the calculated components needed will change.

After you have entered the quantity to make, you can Save the work order.

To record your production run and update stock levels, you need to build the assembly (bike). Production can see which
Work Orders are open (assemblies not built) by viewing a list of Work Orders. To do this, go to Transactions,
Manufacturing, Enter Work Orders, List.
If you want to look at only open orders, change the Status to Open. Choose a Work Order to build by choosing View.
From the Work Order screen, choose Create Build.
The Assembly Build is generated from the work order. Enter the Quantity to Build. The default quantity to build is the
Work Order quantity, but you can change this. The Date defaults to the Production Start Date that you entered on the
Work Order, and it can be changed. Choose a production Location from the dropdown list. Notice that you are given the
quantity of each component needed in this production run, as well as the quantities on hand of each component.

Click Save.
You can assign a task related to the Assembly Build. Choose Communication, Activities, New Task.

This allows you to assign tasks related to the assembly (set up, assembly, break down, etc) to personnel.
You can view the status of each task on the Communication tab and mark as Completed when the task is complete.