Work Orders in Fulcrum

In Fulcrum, a work order is a way to group work to be done together. Work Orders can be created either from the sales order, jobs grid, or from Production - Work Orders. Review the below information to find out what makes the most sense for you!

There are a few different ways to group work into a work order:

• Grouping by job - You can group entire jobs to run through the shop together
• Group by operation - You can group by operation. This is a common way to reduce setup time on things like a saw, where you might have the person make a bunch of different cuts all at once rather than having them bounce back and forth between different operations.
• Grouping by material type - You can group by material type — while you are working with one specific material, you can have your operator create various jobs at once from this material. See the “Operation Required Material” section for more information.

<aside> ⚠️

If you combine 2 & 3 above, you will find that this is the best way to solve for the issue of running a file of nested parts. You would combine by both operation and material, meaning for example, you are cutting multiple items out of the same material on the laser step. Below, we walk through creating these work orders.

</aside>

Configuration

Read through the following configuration details before creating work orders as it may have an impact on your workflow.

Operation Required Material

When setting up your routing steps on an item, you can associate required items directly to the operations they are needed for. Add your routing step, then under Required Items enter in the item and the required amount for that operation.

How to Create a Work Order

1. Navigate to Production > Work Orders > Create Work Order to start a new Work Order.

   <aside> <img src="/icons/warning_gray.svg" alt="/icons/warning_gray.svg" width="40px" />

   Jobs will need to be Approved or Scheduled before being added to a Work Order

   </aside>

2. Search by Operation or Material Required to see a list of operations that can be grouped together.

1. Select which operations you would like to be grouped on the work order.
2. (Optional) You can name your work order. If no name is specified, it will use the default Fulcrum ID starting at 1000.