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.

    • Related Articles

    • Understanding Work Orders

      Understanding Work Orders Work orders are used to send product information to the shop for manufacturing and assembly. There are multiple ways to create work orders. The first option allows you to select the products to process from a tree view. The ...
    • Work Order Naming

      Work Order Naming Work orders can be set up to use a standardized naming convention using variables (fields). You can also add a custom name for each work order created. Without setting this up, the default name will be a date/time stamp. When using ...
    • Work Order Preparation

      The Product List is the best way to ensure that the products for a room or project are correct before creating a work order. The Product List shows more information about the products than the work order interface displays. Before creating a work ...
    • Modify Work Order Interface

      As of build 20.1.608.641, there is a Modify Work Order interface that allows users to make changes to work orders more conveniently. Access the interface: Open a work order in the processing center. Select General > Modify Work Order. Fig. 01 – ...
    • Processing Work Orders and Processing Center

      Processing Work Orders/Processing Center Once the products have been selected, and the work order properties and options have been set up, click the Process button to continue with the work order. After the processing has finished, a window will be ...
    • Recent Articles

    • Toolbox Release Notes | Build 24.1.1105.641

      The following release notes apply to Toolbox build 24.1.1105.641 Nesting Fix Fig. 1: The fatal error that would occur during processing. There was reportedly an issue that occurred when clients attempted to process a work order using the nesting ...
    • Microvellum Foundation Library Release Notes | Build 24.1025

      The following release notes apply to Microvellum Foundation Library build 24.1025. Additions Added new global variable “Remove Stop Dado On Bottom Edge” for wood drawer boxes. Check this option to run the dado through at the bottom of the sub front ...
    • Toolbox Release Notes | Build 24.1.1030.641

      The following release notes apply to Toolbox build 24.1.1030.641 Routing and Profile Fixes Several issues were found with routing and polyline paths: Fig. 1: Horizontal routes off of a part disappearing (left) and appearing correctly (right). When ...
    • Toolbox Release Notes | Build 24.1.1010.641

      The following release notes apply to Toolbox build 24.1.1010.641 Biesse Winstore Fix Several issues with the Biesse Winstore plugin have been resolved: There was an issue that would sometimes occur wherein materials that were intended to stack wound ...
    • Toolbox Release Notes | Build 24.1.1001.641

      The following release notes apply to Toolbox build 24.1.1001.641 HBore Toolfile Fix Fig. 1: The location in the Toolfile UI where the error would occur. There was an issue reported with the functionality of the Horizontal Boring Machine setting in ...