Microsoft Dynamics SL
Project Work Order
Project-driven organizations (PDOs) continue to discover the power and flexibility of the Microsoft Dynamics SL Project Series.
Project-driven organizations (PDOs) continue to discover the power and flexibility of the Microsoft Dynamics SL Project Series. When the planning and handling of materials is required, knowing that you have sufficient stock and when that stock will be available is a requirement for the efficient scheduling and management of your project.
SK Global’s Project Work Order provides PDOs vastly improved control and planning for inventory usage on Project Controller projects and tasks, as well as streamlined tracking of Work-In-Process.
Project Work Order (PWO)
- Purpose: extends the functionality of an existing project
- Underlying project has multiple tasks
- Suitable for any PDO needing inventory planning and control, whether manufacturing or not
- Tightly integrated with Inventory
- Can work in conjunction with Microsoft Dynamics SL Work Order
- Does not work with Shop Floor Control
- Non-mfg examples: landscapers, home builders, plumbing contractors, bridge construction, alarm installers
- Mfg examples: flight simulators, a/v control rooms, large custom machines. Typically, PWO would be used along withWO
- Can support non-inventory items on a material list, when working in conjunction with Work Order Procurement
- SL Work Order is not required
Microsoft Dynamics SL Work Order (WO)
- Purpose: makes an inventory item for stock, order, etc.
- Underlying project has single task
- Suitable for manufacturers and assemblers
- Tightly integrated with Inventory
- Can work with Project Work Order
- Required for Shop Floor Control
- Examples include: discrete, build-to-stock, build-to-order, build-to-project
- Material list items must be defined in Inventory
| Introduced in version: | Feature | Description |
| 3.0 | Budget Revision/Change Order Mgmt. | Material list copies are maintained during the revision process. Upon budget/change order approval, PWO’s master material list is updated.
Item Location, Price and Revenue added to the material list. |
| 2.6 | Support for Microsoft Dynamics SL 6.5 | |
| Integration with Work Order Procurement | Supports non-inventory items on a material list. | |
| 2.5 | Support for Microsoft Dynamics SL 6.0 | |
| 2.4 | Update Material List | Can now update all items on the material list for a task. Updates include Date Required, Site ID and/or Warehouse Bin Location. |
| 2.3 | Copy PWO | For PDOs that have a higher volume of projects, this feature makes it convenient to model the inventory requirements for a new PWO after any other PWO. |
| WIP Relief Enhancement | PWOs may now be selected for WIP Relief based on Percent Complete calculations. Previously, PWOs could be selected manually or by reference to Revenue Recognition or Invoice Processing. | |
| 2.2 | Budget Generation | Although previous versions of PWO were able to generate budgets for Materials & Labor, this new enhancement provides enhanced capabilities in the form of controls of timing at the task level, controlling the original budget and EAC budget separately. |
| Budget Revision Tracking | For those companies using Project Budgeting, PWO now incorporates the ability to create and manage budget revisions, when budgets and budget changes are driven by changes from within a given PWO. | |
| 2.1 | WIP Tracking | Previous versions of Project Work Order provided for the automatic accumulation of Work-In-Process on a Project, without the requirement to run Allocator. However, the relief of WIP was still up to the operator to enter sometimes-cumbersome transactions to make the WIP adjustment and keep the Project system properly synchronized with the General Ledger. This new feature automates the process for you, tied to the percentage of WIP completion you desire to report. This percentage may be designated manually, or tied to Revenue Recognition. |
| Staging Control | Optionally control the data entry status of each task as it moves thru its processing stages. Inventory is allocated as required. | |
| Prior | Full integration | Charges are applied to Project Work Orders from Microsoft Dynamics SL subsidiary modules. |
| Cost Adjustments | Adjustments to costs are made thru the same mechanisms as with standard projects. | |
| Stock Transfers | Rapid transfer of Stock Inventory components to another Work Order/Task or back to stock. | |
| Lot/Serial Tracking | When lot/serialized components are issued to a task on a PWO or transferred back to stock or to another task or another PWO, the movement and cost history is record for historical review. | |
| ‘Shop’ Papers | A packet of documentation, frequently called a “traveler”, is printable by task or by PWO. This packet includes a Coversheet that prints summary info and notes at both levels, along with Pick Lists andWork Steps. | |
| Work Order Status | Review the state of the PWO online or in report form | |
| Reports | Review the PWO for Status, Resource Loading and Profitability. |
Available on Microsoft Dynamics SL 7.x, 2011 and 2015
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