


Log into Business Central.

Get the sales order and check for the number.
It should be in the top right-hand corner.

Click on Sales & Purchases.

Click on sales orders.

Find your Sales order number.

You can search the number to make it easier, just make sure you select the right one.

You are now in the sales order.

Check the due date, if it doesn't match the sales order, change it


Click on Actions.

A drop-down bar should appear.
Click on Plan.

Another drop-down bar should appear.
Click on Create Prod. Order - All Lines

If the job is 1 month or more away, leave this as firm planned and follow steps 15, 16, 17, 26 and add it into the month in the green folder, on Billi's desk. But keep in mind WA and NZN jobs get picked up a month before its due date.

If the job is closer than a month away the change from firm planned to released.

Everything should be ticked, except stock items. Keep an eye out for trim angle because you'll have to write it on a ticket later.
If you get a sales order with only stock items, all you have to do is change the date and give the sales order to the logistics Co-ordinator.

Click on Show document to take you to the production order.

You are now in the production order.

Change the date on the production order before printing the tickets so the production team know when to have the product ready.
Products will get picked up a day or two before its due date. If the due date is a Monday, it will get picked up on the Friday before.
For a WA it will get picked up a week before its due date.
For NZN job, it will get picked up a month before its due date.
Don't stress to much about the dates as sometimes they get changed.

Check to make sure everything came through.

Once everything is checked, click print.

Click job card.

Click print.

Choose a printer, preferably one that's closer to you.

Click print again.

Change the date back to the original date.

Click the back arrows to back out of the production order and sales order back to the start to either find another sales order or close out of B.C.
Pick up your printed production tickets and with the perferator, cut across the dotted line on all of the tickets, except for roller doors, that comes with its own little ticket.
Fold your tickets and sort them into piles, such as, white channel, zinc channel, notched channel e.t.c.

Remember to write the amount of trim angle needed on a 6m tophat or zinc channel ticket to the tophat or channel person can pack it with their product.

Mark the zinc channel ticket with highlighter.

Bundle up your tickets and ask P.T if he wants them on the board or left on the desk.
After all the sales orders are turned into production orders, put them on the logistics co-ordinators desk.