Work Orders

A Work Order (WO) is an instruction to your production team to make something. It tracks usage, costs, and output.

The Work Order Lifecycle

Status	Meaning	Inventory Impact
DRAFT	Initial plan.	None.
PLANNED	Scheduled for production.	None.
RELEASED	Production has started.	Components are Allocated (Reserved).
COMPLETED	Production finished.	Components Consumed. Finished Goods Created.

Executing a Work Order

1. Create: Click New Work Order, select the item and quantity.

2. Release: Click Release Order.

   • Formul checks if you have enough stock.
   • If successful, the components are reserved so no one else can use them.

   

3. Make: Physically produce the goods.

4. Complete: Click Record Production.

   • Enter the actual quantity produced (e.g., you planned 100 but made 98).
   • Assign Batch: Create a Lot Code for the finished product (e.g., LOT-2024-01).
   • Verify Consumption: Ensure the correct component batches are being used.

   

Handling Shortages

If you try to Release a Work Order but don’t have enough ingredients:

• Formul will block the release (unless your account allows negative inventory).
• You need to Purchase or Produce the missing items first.

Note

Costs: When you click Complete, Formul calculates the cost of the finished good based on the actual cost of the materials used (Weighted Average Cost).