Order template

Overview

Order templates are a useful feature that allows you to create many orders from a single order. This is helpful when scheduling one-to-many production, such as when one work order contains multiple assets.

To create an order template, you define parameters that must be met before a new order is created and then set rules for the quantity and time modifiers.

For example, if your production line produces cartons of beer containing 12 bottles each, you can use order templates to create two records with different "To Assets" and variable quantity set to 12 for the Filler and 1 for the Packer.

Creating a new Order Template

Go to Settings > Configuration > Order Template > Create

You will be presented with a pop-up.

Fields

Name	Description
From Asset Class	The asset class that the orders are being executed from
From Asset	The asset that the orders are being executed from
From Material Group	The material group
From Material	The material
From Attribute	The linked attribute
To Material	Material produced by this order template
To Asset Class	The asset class that the orders are going to
To Asset	The asset that the orders are going to next
Uom	Unit of Measurement
From Attribute Value
Operation *	What operation is being executed for this order. E.g: Order 1234 Operation: FILL or Order 1234 Operation: PACK
Variable Quantity *
Fixed Quantity *
Fixed Delay Minutes
Variable Delay Minutes
Fixed Changeover Minutes
Variable Changeover Minutes

Click the Save and close button to finalise.

Order Template Components

By default all Operations created by the Order Template do not have any Order Components. Order Template Components can be used to specify which Material or Material Groups will be duplicated to that Operation.

Example: let's say a winery has a base order for a particular wine that includes labels and bottles in the Order Components. They want to set up an order template that includes a "Labeller" operation that will be responsible for applying the labels to the bottles.

To achieve this, they can add an Order Template Component for the "Labeller" Operation and add a Template Component using the Material Group of "Labels". When the order is created using this template, only the labels will be copied over to the "Labeller" operation, which can now be used on an Component Check by the operators to confirm the correct label is being used.