Understanding the Work Order Creation Interface

Understanding the Work Order Creation Interface

Once a new work order has been created, the Work Order Creation interface will be displayed. This interface will allow you to select products and set specific options and properties for the work order. 


  1. Configure Name – Allows you to change the name of the work order, or create a field-driven name. 
  2. The work order name can also be edited directly in the "Work Order Name" textbox. 
  3. Select Recent Name A drop-down of previously used names in the Work Order Creation UI. 
  4. Properties – Allows you to access and modify the work order properties (name, number, comments, etc.)
  5. Products by Work Order – Allows you to filter the tree view to display only the products pertaining to a selected work order.
  6. Parts Group – Allows you to select a group to assign to each part. When the parts are processed, a separate work order is created for each group.  So, for example, if you wanted to do all fronts as a group, drawer parts as a group, carcass parts as a group, and adj shelves as a group, you'd set up the mapped stations with 4 different parts group assignments.  Part Mapping is set via the Product Library and can be used to set parts to go to processing stations automatically.
  7. Default Status* – Allows you to select the status of the work order.
  8. Print Work Order Report Groups – Turns on the ability to generate report groups.
  9. Process Flatshot Tokens – Turns on the built-in flat shot tokens, which can be used in reports with dynamic product images.
  10. Auto Assign Station Rules - This box automatically applies rules for assigning parts to processing stations.
  11. Auto Assign Map Parts - This box automatically assigns parts to processing stations configured with the map parts function.
  12. Create DXF Files – Turns on the ability to create individual DXF files for each part.
  13. Create WMF Images for All Parts – Turns on the ability to create image files for all parts which can be used in reports and labels.
  14. Calculate Multipliers* – Turns on the ability to calculate efficiency multipliers to estimate work order time and costs.
  15. Project Tree – Allows you to select the product(s) to be processed. Selecting the parent category (project, category, or room) will select all the products within it.
  16. Hide Previously Processed Products – Allows you to filter out products that have already been processed.
Intended for specific ERP applications.

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