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Create a Job Type for Work Orders
Create a Job Type for Work Orders

How to create a job type that functions with work orders, allowing for kit-to-stock processes.

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Written by Stephanie Kelley
Updated over a week ago

It's necessary to create a job type for work orders to create kit-to-stock products. This article will walk you through the process.


Step-by-Step Guide

  • Navigate to the Job Types page.

    • If you have trouble finding the screen, please use the Search Option on the menu bar.

  • Click on Create New Job Type in the upper right corner.

  • Select the Work Order Operation Type from the available options.

  • Proceed to the General screen.

General

  • Enter values for the required fields. Explanations for the fields are below.

Field

Description

Name*

Type the name for this job type. Required field.

Warehouse*

Select the warehouse using this job type. Required field.

Operation Type

Selected on the previous screen. Cannot be edited here.

Allocation Algorithm*

Select an existing allocation algorithm. Required field.

Notes:

  • The system will use the Inventory Conditions and Group By for the allocation algorithm you select, but will disregard the Order Conditions.

  • Select an algorithm that will allocate each kit component and does not use hierarchical pack types, as only UOM components are supported at this time.

Description

Type a longer name/description for this job type.

  • Once you've filled in the required fields, click Next.

Settings

  • From this tab, you'll set the necessary parameters for the job you're creating.

  • You can choose to enable or disable Override for Last Job:

    • When enabled, if you define a batch size for this job using the Batch Size limitation method and the number of remaining orders is less than the minimum quantity, the remaining orders will be added to the last job.

  • The Picking & Kitting parameter cannot currently be changed here.

  • The next setting in this section is Batch Size.

    • Select the allowed batch size from the dropdown. You can choose Number of Items or Number of Orders.

    • Using Min and Max, define the minimum and maximum number of orders/items for the batch.

    • For example, consider a job type with a maximum N of Different SKU of 12 and a maximum N of Item of 25. Jobs using this job type will be created so that up to 12 different items can be picked at the same time, and the sum of the same items can be up to 25.

    • This is not a required field.

  • Next, select the Mobile Screen Type that will use this job type. You can currently choose to use the Pick to Location screen or not.

  • After adding the necessary information, click Next to move to the Advanced tab.

Advanced

  • In this section, you can add some conditions for the work orders, including information like the client or work order type. These are optional, but can help you further customize this job type.

  • To add a condition, click Add Filter and select the Plus (+) next to the filter you wish to add.

  • To complete job type creation, click Save.

You can now use this job type when creating work orders.


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