Issue Work Instructions

Explanation

This activity is used to issue work instructions. Work Instructions are issued to the supplier so they can start working on the contract. These work instructions are connected to the sub contract, but may or may not be connected to the contract line items. Note: When you are creating a work instruction, the active revision is automatically selected and cannot be updated.

Once the work instruction is released, it will only be possible to update the value in the Progress field. No other changes are permitted at this stage. However, the work instruction can be replanned if changes are necessary. Further, you can only delete a work instruction if it is in the Planned status.

Prerequisites

The sub contract should be in any of the following statuses: Awarded, Under Review, Active or Completed.

System Effects

A work instruction is created and connected to the sub contract.

Window

Sub Contract

Related Window Descriptions

Sub Contract/Work Instructions
Sub Contract/Items/Lines/Items
Sub Contract Work Instructions

Procedure

Work Instructions may be added in two ways:

1. Open the Sub Contract window and query (F3) for the necessary sub contract.
2. Click the Work Instructions tab and create a new record (F5).
3. Enter the desired work instruction header data.
4. Save the information (F12).
5. Next, select the record, right click, and then click Work Instruction Details. The Sub Contract Work Instructions window opens.
6. In the table, enter the desired work instruction data.
7. Save the information (F12).

Alternatively:

1. Open the Sub Contract window and query (F3) for the necessary sub contract.
2. Click the Items tab and then click the Lines/Items sub-tab.
3. In the lower table, select the line item for which the work instruction is to be added.
4. Right-click, and then click Create Work Instruction. The Sub Contract Work Instructions window opens.
5. Enter the desired work instruction data both in the header and the table.
6. Save the information (F12).