Manufacture - Custom Workflow Staging List

Knowledge Base · Inventory and Manufacturing

Applies to: Connected 11.1+  |  Platform: macOS, PC, Cloud

ARTICLE CONTENTS

1. Overview
2. Activating "Staging" Field and Custom Values in Manufacture/Work Orders
3. Filtering and Adding a Column in the Work Orders Ledger
4. Staging List Visibility in the Inventory Window
5. Related Articles
6. Reference Links

1. Overview

Connected System Requirements: Version 11.1.00 or greater.

The Work Order (aka Manufacture) "Staging" list, when enabled, is a custom list that helps track or tag manufacture work orders, depending on a predetermined flexible list of values. Some practical real-world examples for how this type of field can be used include:

• Stages of Manufacture: Planning, Scheduling, Staging, Electrical Assembly, Combine, Quality Assurance, Complete
• Production Status: Parts Shop, Machining, Assembly, Quality Assurance, Shipping

This field can be used as a filter in the Work Order Ledger, and a column added to the output. It can also be added as new fields for the Manufacturing/Work Order form, on new custom forms.

2. Activating "Staging" Field and Custom Values in Manufacture/Work Orders

1. Open the I/C Defaults setup window. (File → Company Setup → I/C Defaults).
   
2. Select the Manufacturing Tab and select the "Use Staging List" checkbox.
   
3. Fill in the values to be displayed in the drop down list in the Manufacture/Work Orders screen. The list Label, "Stages" by default, can also be changed and it will show on all windows that use the Staging List. It is set to "Stages" by default. In this example, it has the default value Stages.
4. Click Save to exit the I/C Defaults and save the changes.

The new custom list can be viewed and edited on new and open Manufacture/Work Orders, as shown in the following screen:

3. Filtering and Adding a Column in the Work Orders Ledger

The Manufacture/Work Order Staging List can be added as a filter option in the Work Orders ledger, and as a column selection. The following example shows the the staging list, renamed "Stages", as both a column and a filter.

To find out more info on how to use Ledgers/Query windows in Connected, including how to add fields/customize the list columns, click on the article below.

Using Ledger List/Inquiry Views

4. Staging List Visibility in the Inventory Window

The Manufacture/Work Orders Staging List is also visible in the Inventory window under the "Locations" tab, as shown in the following screen.

5. Related Articles

• Inventory Count Sheets and Inventory Adjustments
• Allocating Labor and/or Overhead to Manufactured Parts
• Inventory Costing Methods
• Connected 11.1 Update Change Log
• Custom Staging Lists - Overview
• Connected 11.0 to 12.0 Combined Changes and Highlights

6. Reference Links

• Using Ledger List/Inquiry Views