HansaWorld - Integrated ERP and CRM

Introduction to Forms in the Production Module

The 'Forms' function allows you to print particular records or documents in batches.

Each separate document that you can print contains two elements, the "Form" and the "Form Template". The Form element extracts the relevant information from the database and places it in printable fields, while the Form Template is the graphic layout design of the printed output i.e. it determines where on the page the printable fields will be placed.

To begin printing forms, first ensure you are in the Production module. Then, if you are using Windows or macOS, click the [Forms] button in the Navigation Centre or use the Ctrl-D (Windows)/⌘-D (macOS) key combination. If you are using iOS or Android, tap the [Routines] button in the Navigation Centre and then tap [Forms]. The window illustrated below appears, listing the forms that you can print from the Production module.

To print a form, follow this procedure:

If you are using Windows or macOS, double-click the form name in the list or highlight it and press the Enter key. If you are using iOS or Android, tap the form name in the list. In both cases, a specification window will then appear, where you can determine the records that you want to be printed (e.g. which Production Orders are to be printed). The specification windows for each form are described in detail on the pages describing each form..
Click or tap [Run] to print the documents.
Close the 'Forms' window using the close box (Windows/macOS) or by tapping < (iOS/Android).

In some cases, you can also print a form from an individual record by clicking the Printer icon (Windows/macOS) or selecting 'Print' from the File menu (all platforms). You can also print a record to screen by clicking the Preview icon (Windows/macOS only).

Before you can print a form, you must connect it to a Form Template. The Form Template contains the layout of the printed output. If necessary you can connect a form to more than one Form Template: for example, you might need a particular form to be able to produce printed output in different Languages determined by the Language of the Customer. To connect a form to a Form Template, follow this procedure, which you must carry out using Windows or macOS:

For each option, design a Form Template using the Form Template register in the System module. A file containing samples of each Form Template is supplied with Standard ERP: if you want to use these samples as the basis for your own designs, import the "UKForms.txt" file as described on the Importing Set-up Data page.
Change to the Production module and open the 'Forms' list window by clicking the [Forms] button in the Navigation Centre or using the Ctrl-D (Windows)/⌘-D (macOS) key combination.
Highlight each item in the list in turn and for each one select 'Define Form' from the Operations menu. In the subsequent 'Form Definition' window, assign a Form Template (or more than one Form Template) to each form. The 'Form Definition' window is fully described here. For example, each form can be printed using different Form Templates, determined perhaps by the Number Series of the Production record.
You only need use the 'Define Form' function once. Afterwards, Form Template selection will be automatic.

The selection process for each form is described on the pages describing each one. Except where specified, leave all the fields in the specification window blank if you want forms to be printed for every record in the relevant register. If you need to restrict the number of forms printed, use the fields as described.

You can often possible print forms from a range of records, such as a range of Productions. To do this, enter the lowest and highest values of the range, separated by a colon. For example, to print Productions 001 to 010, enter "001:010" in the Production Number field. Depending on the field, the sort used might be alpha or numeric. In the case of an alpha sort, a range of 1:2 would also include 100, 10109, etc.

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Please follow the links below for details about each form:

Introduction
Production Labels
Production Operation Picking Lists
Production Orders
Production Picking Lists
Productions
Routing Production Orders
Recipe
Routing
Routing Productions
and please refer here for a list of standard fields that you can include in almost every Form Template

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Home page for Production manual
Home page for Standard ERP manual

Production Labels

This page describes the Production Labels form in the Production module.

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The Production Labels form allows you to print labels for a particular Production or range of Productions. One label will be printed per page.

Production Label: Range Reporting Numeric; Specify the Productions for which you need labels to be printed. You must specify a Production Number or range of Production Numbers: if you leave this field empty, no labels will be printed.

Illustrated below is a sample PROD_LABELS record from the Form Template register in the System module. Note that you should only add each field once to the Form Template: the label printing function will print the fields the appropriate number of times on each page.

Add fields to the Form Template design in the usual way (click the [Field] button and draw a rectangle where you want the field to appear). When the Field dialogue box opens, specify the Fieldname. The one departure from the usual procedure is that the Format of each field must be set to 1:

If you find the labels on each row are not aligned properly when printed, set the Format to "Matrix".

If you want static text to be printed on your labels (i.e. text that identifies the information on the labels, such as "Item Name"), follow these steps:

Click the [Field] button and draw a rectangle where you want the static text to appear. The Field dialogue box opens.
Leave the Fieldname blank and enter the static text in the Field Argument field.
Click [OK] to save.
Do not use the [Text] button for this purpose: any text that you add to the Form Template this way will only be printed for the first label.

You can use the following fields when you design the Form Template to be used by the Production Label form:

Field in Form Template	Prints (from Production record)

Header Fields (these print once per Production)

End Time	End Time
Fixed Asset Code	Machine
Location	Location
Location Name	Name from the Location record
Production Number	No.
Production Date	End Date
Quantity	Qty (two decimal places)
Recipe Code	Recipe
Recipe Name	Name
Start Time	Start Time
Total Weight	Out Weight (two decimal places)

Row Fields (If these fields have a Format of "Header", they will print once for each row, so remember to specify a Line Height. If they have a Format of "Matrix", they will only print for the first row)

Item Code	Item
Out Item Name	Descr.
Quantity Out	Out (two decimal places)
Serial Number	Serial No.

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Production Operation Picking Lists

This page describes the Production Operation Picking Lists form in the Production module.

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The Production Operation Picking Lists form allows you to print a Production Operation as a picking list that warehouse staff can use to transfer the components from the warehouse to the production area. Only rows with In Quantities will be printed.

Prod. Oper. No.: Range Reporting Numeric; Specify the Production Operations that you want to be printed. You must specify a Production Operation Number or range of Production Operation Numbers: if you leave this field empty, no forms will be printed.

You can use the following fields when you design the Form Template to be used by the Production Operation Picking List form:

Field in Form Template	Prints (from Production Operation record)

Header Fields (these print once per Production Operation)

Actual Qty	Actual Qty (number of decimal places determined by the data e.g. "1.00" will be printed as "1", "1.50" will be printed as "1.5", etc)
Calculated Volume	Sum of (In Qty * Item Volume from the Item record) for each row (two decimal places)
Calculated Weight	Sum of (In Qty * Weight from the Item record) for each row (two decimal places)
Delivery Date and Time	The date and time when the form was printed
End Time	End Time
Number of Items in Text	Prints as a word the number of different Items in the Production Operation. The word is taken from the relevant record in the Values in Text setting in the System module for the Language of the Production Operation or, if that is blank, the Language in the Company Info setting
Order Number (ordnummer)	Prod. Order
Payment Number for Russia	Prints the No. of the Production Operation with the first three characters removed
Production Date	End Date
Production Number	Prod. No.
Serial Number (Number Series)	No.
Sequence	Sequence
Start Date	Start Date
Start Time	Start Time
Sub Sequence	Sub-Sequence
Total FIFO	Sum of (Row FIFO) from each row (two decimal places)
Total Quantity	Sum of (In Qty) from each row (two decimal places)
Total Quantity (totqty)	Qty (number of decimal places determined by the data e.g. "1" will be printed as "1", "1.5" will be printed as "1.5", etc)

Row Fields (these print once per Input row, so remember to specify a Line Height and to set the Format to "Matrix". Output rows are not printed)

Alternative Code	Alternative Code from the Item record
Barcode	Barcode from the Item record
Catalog Serialnumber (K-xxxx)	If the first character of the Item Number is "K", prints the No. of the Production Operation with "K-" as a prefix. Otherwise, prints the No.
Commodity Code	Commodity Code from the Item record
Conversion 1	Conversion 1 from the Item record
Conversion 2	Conversion 2 from the Item record
Delivered Quantity (antallev)	In Qty (number of decimal places determined by the data e.g. "1" will be printed as "1", "1.5" will be printed as "1.5", etc)
Delivered Unit	Unit from the Item record
Department on Item Record	Department from the Item record
Depth	Item Depth from the Item record (two decimal places)
Description 1	Descr.
EU Code	Commodity Code from the Item record
FIFO	FIFO (number of decimal places determined by the Round Off setting in the System module)
Height	Item Height from the Item record (two decimal places)
Item Code	The full Item Number, including any portion representing Varieties. For example, if the Item Number is "10126.GRE.SM", "10126.GRE.SM" will be printed
Item Varieties	The portion of the Item Description representing Varieties. For example, if the Item Description is "Shirt, Green, Small", "Green, Small" will be printed. If the Item does not have Varieties, nothing will be printed
Item Without Varieties	The basic Item Number, without any portion representing Varieties. For example, if the Item Number is "10126.GRE.SM", "10126" will be printed
Material	Material
Quantity Conversion 1, Quantity Conversion 2, Quantity Conversion 3	If the Item record has a Conversion 1 and a Conversion 2, these fields print the relevant quantities. Please refer to the description of these fields here for details and an example. You should set the Format to 1 in these fields.
Quantity In	In Qty (number of decimal places determined by the data e.g. "1.00" will be printed as "1", "1.50" will be printed as "1.5", etc)
Quantity Out	Out Qty
Row Number	Row number
Sales Depth	Sale Depth from the record in the Batch Specifications setting in the Stock module for the Item/Serial Number combination (two decimal places)
Sales Height	Sale Height from the record in the Batch Specifications setting in the Stock module for the Item/Serial Number combination (two decimal places)
Sales Width	Sale Width from the record in the Batch Specifications setting in the Stock module for the Item/Serial Number combination (two decimal places)
Serial Number bc39	Serial No., printed using the Code 39 barcode format. You should give this field a Style that uses a Code 39 barcode font
Serial Number (serienr)	Serial No.
Shelf Code	Shelf Code from the Item record
Sum, FIFO	In Qty * FIFO (number of decimal places determined by the Round Off setting in the System module)
Supplier Address 1	If the Item has a Default Purchase Item, the first line of the Invoice Address of the Supplier in that Purchase Item
Supplier Address 2	If the Item has a Default Purchase Item, the second line of the Invoice Address of the Supplier in that Purchase Item
Supplier Address 3	If the Item has a Default Purchase Item, the third line of the Invoice Address of the Supplier in that Purchase Item
Supplier Code	If the Item has a Default Purchase Item, the Contact Number of the Supplier in that Purchase Item
Supplier Item No.	If the Item has a Default Purchase Item, the Supplier's Item Number in that Purchase Item
Supplier Name	If the Item has a Default Purchase Item, the Name of the Supplier in that Purchase Item
Unit	If the Item has a Unit, the correct translation for the Language of the Production Operation of the Unit Name from the Units setting
Volume	Volume from the Item record (two decimal places)
Volume, row	In Qty * Item Volume from the Item record (two decimal places)
Weight	Weight from the Item record (two decimal places)
Weight, row	In Qty * Weight from the Item record (two decimal places)
Width	Item Width from the Item record (two decimal places)

Please refer here for details about the standard fields that you can also include in the Form Template.

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Home page for Forms in the Production module
Home page for Production manual
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Production Orders

This page describes the Production Orders form in the Production module.

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Use the Production Order form when you need to print a Production Order record or a range of Production Order records, perhaps to provide instructions to the assembly department.

You can also print an individual Production Order by opening the record and clicking the Printer icon (Windows/macOS) or selecting 'Print' from the File menu (all platforms). To print a Production Order to screen, click the Preview icon (Windows/macOS only).

A Production Order will be printed with the text "Test Printout" as a diagonal watermark if its Status is Started and if you are not using the No Test Printout option in the Optional Features setting in the System module.

Period: Paste Special Reporting Periods setting, System module; If there are any Production Orders in the range that you specify below with Start Dates, those whose Start Dates fall within this period will be printed. To have a Start Date, a Production Order must be Started or Finished. Production Orders in the range with blank Start Dates (i.e. those that are Created and Accepted) will also be printed.
Production Order: Range Reporting Numeric; Enter a Production Order Number to print a single Production Order, or a range of Production Order Numbers, separating the first and last number with a colon (:).; You must specify a Production Order Number or range of Production Order Numbers: if you leave this field empty, no forms will be printed.

You can use the following fields when you design the Form Template to be used by the Production Order form:

Field in Form Template	Prints (from Production Order record)

Header Fields (these print once per Production Order)

Barcode	Barcode
Description	Comment. The three Comment lines will be printed on separate lines, so you should specify a Line Height for this field
Description 1	Instruction. The three Instruction lines will be printed on separate lines, so you should specify a Line Height for this field
Description 2	Comment. The three Comment lines will be printed on separate lines, so you should specify a Line Height for this field
Fixed Asset Code	Machine
Instructions	Instruction. The three Instruction lines will be printed on separate lines, so you should specify a Line Height for this field
Location	Location
Location Name	Name from the Location record
Payment Number for Russia	Prints the No. of the Production Order with the first three characters removed
Person	Person
Person Name	Name from the Person record
Production Date	Due Date
Recipe Code	Recipe
Recipe Name	Name
Routing	Routing
Serial Number (Number Series)	No.
Start Time	Start Time
Total Quantity (totqty)	Qty (number of decimal places determined by the data e.g. "1" will be printed as "1", "1.5" will be printed as "1.5", etc)
Total Quantity In	Qty (from the header) * sum of (In Qty) from each row (number of decimal places determined by the Round Off setting in the System module)
Total Quantity out	Qty (from the header) * sum of (Out Qty) from each row (number of decimal places determined by the Round Off setting in the System module)
Serial Number bc39	No., printed using the Code 39 barcode format. You should give this field a Style that uses a Code 39 barcode font

Row Fields (these print once per row, so remember to specify a Line Height and to set the Format to "Matrix")

Comment 2	Descr.
Item Code	Item
Item Code 2	Item
Material	Material
Quantity In	In Qty (number of decimal places determined by the Round Off setting in the System module)
Quantity Out	Out Qty (number of decimal places determined by the Round Off setting in the System module)
Shelf Code (lagerplats)	Shelf Code from the Item record
Unit	Unit from the Item record

Row Fields (these print once per Output row, so remember to specify a Line Height and to set the Format to "Matrix". These fields are not printed for Input rows)

Comment	Descr.
Out item	Item
Out Item Name	Descr.
Out Item Quantity	Out Qty (number of decimal places determined by the data e.g. "1.00" will be printed as "1", "1.50" will be printed as "1.5", etc)
Quantity	Out Qty (number of decimal places determined by the Round Off setting in the System module)
Quantity 2	Out Qty * Unit Coefficient from the Item record, or Out Qty / Unit Coefficient from the Item record (depends on the Unit 2 Conversion Calculation options in the Stock Settings setting in the Stock module) (number of decimal places determined by the Round Off setting in the System module)
XItemCode	Item

Please refer here for details about the standard fields that you can also include in the Form Template.

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Production Picking Lists

This page describes the Production Picking Lists form in the Production module.

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The Production Picking Lists form is unusual in that it first creates new records and then prints them. You can use it when there is insufficient stock of components in the production area for a Production and you need to create a Stock Movement to move stock there from the warehouse. After the Stock Movement has been created, it will be printed as a picking list that warehouse staff can use to transfer the components from the warehouse to the production area.

The 'Specify Production Picking Lists' window contains a single field:

Enter a Production Number (or range of Production Numbers) for which you need Stock Movements to be created and printed. You must specify a Production Number or range of Production Numbers: if you leave this field empty, no Stock Movements will be created and no forms will be printed.

When you press the [Run] button, a separate Stock Movement will be created for each Production in the range, as follows:

If the Status of a Production is Created or Started, a Stock Movement will be created that will move the components from the Main Location specified in the Stock Settings setting to the Production Location. All Input rows with Stocked Items from the Productions in the range will be transferred to the corresponding Stock Movement.

By default, the Requested Quantity in each Stock Movement row will be the exact Quantity needed to complete the Production. This will be the In Qty in each Production row, less any quantity that has been moved in a previous Stock Movement (i.e. one of any status with the same Production Number in the For Production field). If there is not enough stock in the From Location to satisfy the Requested Quantity, then it will be reduced to the quantity in stock. This because each Stock Movement will be marked as Reserved, meaning that when you deliver similar Items, Standard ERP will maintain sufficient stock for the Stock Movement until it are Sent or Received. It is not possible to reserve stock that is not there.
If the Status of a Production is Finished, a Stock Movement will be created that will move the assembled Item from the Production Location. The To Location will be left empty, so you will need to choose one before you can mark the Stock Movement as Received. All Output rows with Stocked Items from the Production will be transferred to the Stock Movement. The Quantity in each Stock Movement row will be the exact Quantity built by the Production.
If the Status of a Production is Cancelled or Discarded, no new Stock Movement will be created.
If there is a previous Stock Movement (of any status) for the entire In Qty, no new Stock Movement will be created and nothing will be printed.

You can use Access Groups to control who can use this form to create Stock Movements from Productions. To do this, deny access to the 'Stock Movement from Production' Action.

Please refer here for full details about Stock Movements.

You can use the following fields when you design the Form Template to be used by the Production Picking List form:

Field in Form Template	Prints (from Stock Movement record)

Header Fields (these print once per Stock Movement)

From Address	Address of From Location from the Location record. This will be printed on separate lines, so you should specify a Line Height for this field
From Contact	Contact of From Location from the Location record
From Fax Number	Fax of From Location from the Location record
From Location	From Location
From Name	Name of From Location from the Location record
From Telephone	Telephone of From Location from the Location record
Payment Number for Russia	Prints the No. of the Stock Movement with the first three characters removed
Person	Name of the Person printing the form, from their Person record
Stock Serial Number	No.
To Address	Address of To Location from the Location record. This will be printed on separate lines, so you should specify a Line Height for this field
To Contact	Contact of To Location from the Location record
To Fax	Fax of To Location from the Location record
To Location	To Location
To Name	Name of To Location from the Location record
To Phone	Telephone of To Location from the Location record

Row Fields (these print once per row, so remember to specify a Line Height and to set the Format to "Matrix")

Alternative Code	Alternative Code from the Item record
Barcode	Barcode from the Item record
Catalog Serialnumber (K-xxxx)	If the first character of the Item Number is "K", prints the No. of the Stock Movement with "K-" as a prefix. Otherwise, prints the No.
Commodity Code	Commodity Code from the Item record
Conversion 1	Conversion 1 from the Item record
Conversion 2	Conversion 2 from the Item record
Delivered Unit	Unit from the Item record
Depth	Item Depth from the Item record (two decimal places)
Description 1	Description
EU Code	Commodity Code from the Item record
FIFO	R. Old Unit Pr. (number of decimal places determined by the Round Off setting in the System module)
Height	Item Height from the Item record (two decimal places)
Item Code	The full Item Number, including any portion representing Varieties. For example, if the Item Number is "10126.GRE.SM", "10126.GRE.SM" will be printed
Item Varieties	The portion of the Item Description representing Varieties. For example, if the Item Description is "Shirt, Green, Small", "Green, Small" will be printed. If the Item does not have Varieties, nothing will be printed
Item Without Varieties	The basic Item Number, without any portion representing Varieties. For example, if the Item Number is "10126.GRE.SM", "10126" will be printed
Department on Item Record	Department from the Item record
Ordered Quantity	Req. Qty (number of decimal places determined by the data e.g. "1.00" will be printed as "1", "1.50" will be printed as "1.5", etc)
Production Number	For Production
Routing	Routing from the Production
Quantity Conversion 1, Quantity Conversion 2, Quantity Conversion 3	If the Item record has a Conversion 1 and a Conversion 2, these fields print the relevant quantities (calculated from the Req. Qty). Please refer to the description of these fields here for details and an example. You should set the Format to 1 in these fields.
Row Number	Row number
Sales Depth	Sale Depth from the record in the Batch Specifications setting in the Stock module for the Item/Serial Number combination (two decimal places)
Sales Height	Sale Height from the record in the Batch Specifications setting in the Stock module for the Item/Serial Number combination (two decimal places)
Sales Width	Sale Width from the record in the Batch Specifications setting in the Stock module for the Item/Serial Number combination (two decimal places)
Serial Number bc39	Serial No., printed using the Code 39 barcode format. You should give this field a Style that uses a Code 39 barcode font
Serial Number (serienr)	Serial No.
Shelf Code	Shelf Code from the Item record
Supplier Address 1	If the Item has a Default Purchase Item, the first line of the Invoice Address of the Supplier in that Purchase Item
Supplier Address 2	If the Item has a Default Purchase Item, the second line of the Invoice Address of the Supplier in that Purchase Item
Supplier Address 3	If the Item has a Default Purchase Item, the third line of the Invoice Address of the Supplier in that Purchase Item
Supplier Code	If the Item has a Default Purchase Item, the Contact Number of the Supplier in that Purchase Item
Supplier Item No.	If the Item has a Default Purchase Item, the Supplier's Item Number in that Purchase Item
Supplier Name	If the Item has a Default Purchase Item, the Name of the Supplier in that Purchase Item
Unit	If the Item has a Unit, the correct translation for the Language of the Production Operation of the Unit Name from the Units setting
Volume	Volume from the Item record (two decimal places)
Weight	Weight from the Item record (two decimal places)
Width	Item Width from the Item record (two decimal places)

Please refer here for details about the standard fields that you can also include in the Form Template. In particular, you may want to include the "Date" field (the date when the form was printed) if you want a date to be printed.

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Home page for Production manual
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Productions

This page describes the Productions form in the Production module.

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Use the Production form when you need to print a Production record or a range of Production records, perhaps to provide instructions to the assembly department.

You can also print an individual Production by opening the record and clicking the Printer icon (Windows/macOS) or selecting 'Print' from the File menu (all platforms). To print a Production to screen, click the Preview icon (Windows/macOS only).

Production: Range Reporting Numeric; Enter a Production Number to print a single Production, or a range of Production Numbers, separating the first and last number with a colon (:). If you leave the field empty, every Production will be printed.

You can use the following fields when you design the Form Template to be used by the Production form:

Field in Form Template	Prints (from Production record)

Header Fields (these print once per Production)

Actual Qty	Actual Qty
Barcode	No.
Comment 2 BC39	Second line of Comment, printed using the Code 39 barcode format. You should give this field a Style that uses a Code 39 barcode font
Description	First line of Comment
Description 1	Second line of Comment
Description 2	Third line of Comment
Discarded Reason	Discarded Reason
End Time	End Time
Fixed Asset Code	Machine
Location	Location
Location Name	Name from the Location record
Payment Number for Russia	Prints the No. of the Production with the first three characters removed
Person	Person
Person Name	Name from the Person record
Production Date	End Date
Production Number	No.
Production Order	Prod. Ord.
Recipe Code	Recipe
Recipe Name	Name
Responsible Person	Inspector
Responsible Person Name	Name of the Inspector, from their Person record
Routing	Routing
Serial Number bc39	Third line of Comment, printed using the Code 39 barcode format. You should give this field a Style that uses a Code 39 barcode font
Serial Number (Number Series)	No.
Start Date	Start Date
Start Time	Start Time
Total Quantity (totqty)	Qty (number of decimal places determined by the data e.g. "1.00" will be printed as "1", "1.50" will be printed as "1.5", etc)
Total Weight	Out Weight (number of decimal places determined by the data e.g. "1.00" will be printed as "1", "1.50" will be printed as "1.5", etc)

Row Fields (these print once per row, so remember to specify a Line Height and to set the Format to "Matrix")

Actual Qty - Row	Actual
Comment 2	Descr.
Extra Cost	W-cost (number of decimal places determined by the Round Off setting in the System module). You should set the Format to 1 in this field
Item Code	Item
Item Code 2	Item
Material	Material
Price	I-cost (number of decimal places determined by the Round Off setting in the System module). You should set the Format to 1 in this field
Quantity In	In Qty (number of decimal places determined by the Round Off setting in the System module)
Quantity Out	Out Qty (number of decimal places determined by the Round Off setting in the System module)
Serial Number	Serial No.
Total Quantity In	In Qty (if you are using the Production Lines Hold Actual Qty option in the Production Settings setting) or In Qty * Qty from the Production header (otherwise) (number of decimal places determined by the Round Off setting in the System module). You should set the Format to 1 in this field
Total Quantity out	Out Qty (if you are using the Production Lines Hold Actual Qty option in the Production Settings setting) or Out Qty * Qty from the Production header (otherwise) (number of decimal places determined by the Round Off setting in the System module). You should set the Format to 1 in this field
Unit	Unit from the Item record

Row Fields (these print once per Output row, so remember to specify a Line Height and to set the Format to "Matrix". These fields are not printed for Input rows)

Comment	Descr.
Out item	Item
Out Item Name	Descr.
Out Item Price	I-cost (number of decimal places determined by the Round Off setting in the System module). You should set the Format to 1 in this field
Out Item Quantity	Out Qty (number of decimal places determined by the data e.g. "1.00" will be printed as "1", "1.50" will be printed as "1.5", etc)
Out Item Serial Number	Serial No.
Quantity	Out Qty (number of decimal places determined by the data e.g. "1.00" will be printed as "1", "1.50" will be printed as "1.5", etc)
Quantity 2	Out Qty * Unit Coefficient from the Item record, or Out Qty / Unit Coefficient from the Item record (depends on the Unit 2 Conversion Calculation options in the Stock Settings setting in the Stock module) (number of decimal places determined by the Round Off setting in the System module)
Serial Number (serienr)	Serial No.
XItemCode	Item
XItemName	Descr.
XItemUnit	Unit from the Item record

Row fields relating to jewellery (if you are using the Jewellery module, various fields will be added to the Item window that you can use to record specifications for jewellery Items. If a jewellery Item is used in a Production row, these specifications will be copied to that Production row although they will not be visible there. Use the fields listed below to print this information. As they are row fields, you should specify a Line Height and set the Format to "Matrix" in each one)

Bracelet/Strap, Row	Bracelet/Strap
Certificate, Row	Certificate
Clarity, Row	Clarity
Colour, Row	Colour
Gender, Row	Gender
Length, Row	Length
Major Stone, Row	Major Stone Detail
Metal, Row	Metal
Minor Stone, Row	Minor Stone Detail
Movement, Row	Movement
Other Comment, Row	Other
Other Comment 2, Row	Other2
Size, Row	Size
Style Name, Row	Style Name
Watch Brand, Row	Watch Brand
Watch Metal, Row	Watch Metal
Weight, row	Weight

Please refer here for details about the standard fields that you can also include in the Form Template.

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Home page for Forms in the Production module
Home page for Production manual
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Recipe

This page describes the Recipe form in the Production module.

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The Recipe form allows you to print an individual Recipe record.

You can also print a Recipe by opening the record and clicking the Printer icon (Windows/macOS) or selecting 'Print' from the File menu (all platforms). To print a Recipe to screen, click the Preview icon (Windows/macOS only).

Code: Paste Special Recipe Register, Production module; Enter the Code of the Recipe that you need to be printed.

You can use the following fields when you design the Form Template to be used by the Recipe form:
Header Fields
These fields print once per Recipe.

Field in Form Template	Prints (from Recipe record)

Days to Produce	Days to Produce
Fixed Assembly Days	Fixed Assembly Days
Hours To Produce	Hours to Produce
Instructions	First line of Instructions
Instructions 1	Second line of Instructions
Instructions 2	Third line of Instructions
Minimum Produce Qty	Min Prod Qty
Minutes To Produce	Minutes (to Produce)
Normal Produce Qty	Normal Prod Qty
Number Produced	Number Produced
Recipe Code	Code
Recipe In Sum	Cost of In-Items
Recipe Name	Comment
Recipe Out Sum	Value of Out-Items
Routing	Default Routing
Seconds To Produce	Seconds (to Produce)
Setup Time	Time to Setup
Standard Batch Size	Standard Batch

Row Fields
These fields print once per row, so remember to specify a Line Height and to set the Format to "Matrix".

Field in Form Template	Prints (from Recipe record)

Comment	Specification
Item Code	Item
Material	Material
Planned In Qty	In (input quantity)
Planned Out Qty	Out (output quantity)
Relative Value	Rel.
Row Number	Row number
Sub Recipe	Recipe (from flip B)

Item Information
These row fields print information from the records in the Item register for the Items specified in each Recipe row. In these fields, you should specify a Line Height and set the Format to "Matrix".

Field in Form Template	Prints (from Item record)

Alternative Code	Alternative Code
Barcode	Barcode
Commodity Code	Commodity Code
Department on Item Record	Department
Depth	Depth
Group	Group
Height	Height
Item Cost Price	Cost Price
Item Price	Base Price
Price Change	Cost Price Change
Shelf Code	Shelf Code
Tag/Object	Tags/Objects
Transaction Date (transdate)	Base Price Change
Unit	Unit
Volume	Item Volume
Weight, Item	Weight
Width	Item Width

Please refer here for details about the standard fields that you can also include in the Form Template.

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Routing

This page describes the Routing form in the Production module.

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The Routing form allows you to print an individual Routing record.

Code: Paste Special Routings setting, Production module; Enter the Code of the Routing record that you need to be printed.

You can use the following fields when you design the Form Template to be used by the Routing form:

Field in Form Template	Prints (from Routing record)

Header Fields (these print once per Routing)

Date Created	Reg. Date
Routing	Code
Routing Name	Comment

Row Fields (these print once per row, so remember to specify a Line Height and to set the Format to "Matrix")

Comment	Description
Fixed Asset Code	Machine
Fixed Asset Group	Mach. Group
Fixed Asset Group Name	Description from the Asset record for the Machine
Instructions	Prints the Text from the 'Instructions' card in the Standard Operation record. More details can be found towards the end of this page
Move Time	Move Time
Operation	Operations
Queue Time	Queue Time
Queue Time In Minutes	Queue Time converted to minutes
Row Number	Row number
Run Time	Run Time
Run Time In Minutes	Run Time converted to minutes
Separator	Prints a separator line between each row. More details can be found towards the end of this page
Sequence	Sequence
Setup Time	Setup Time
Setup Time In Minutes	Setup Time converted to minutes
Sub Sequence	Sub
Use Argument	Prints the Field Argument in the field.

Please refer here for details about the standard fields that you can also include in the Form Template.

The "Separator" row field will print a separator line between each row, as shown in this example:

If you will use the "Separator" row field, it is recommended that you use a Line Height in all row fields (including "Separator") that is slightly larger than the font size. This will make room between the rows of text for the separator lines. In the example above, the font size (set in the Style) is 12 and the Line Height in the row fields is 15.

When placing the "Separator" row field on the page, use the Top and Left fields to specify the position of the top left-hand corner of the field. The Right and Bottom values will not be used: the separator lines will be drawn from the specified Left position to the right-hand side of the page, and the number of separator lines drawn will depend on the number of text rows, not on the size of the box representing the field.

It is recommended that the Top figure in the "Separator" row field should be the same as the Top figure in the other row fields less the Line Height. For example, if the Top figure in the other row fields is 120 and the Line Height is 15, the Top figure in the "Separator" row field should be 105. This will ensure that the first separator line (which will be drawn above the rows of text) will be in the correct place.

The "Instructions" row field will print the Text from the 'Instructions' card in the Standard Operation records that are connected to each row in the Routing. In this example, we have added an "Instructions" row field as an additional column. As it is a row field, we have specified the same Line Height as in the other row fields (in this case 15) and set the Format to "Matrix".

This is the output:

The Instructions are printed on their own lines below the information in the other columns. Bearing in mind that the Instructions in a Standard Operation are stored in a text field, it may not be appropriate to print them in a column as shown above. Instead, you can take advantage of their being printed on their own lines and place the "Instructions" row field on top of the other row fields (in this example we have moved the field to the left so that the Instructions will be slightly indented for clarity):

This is the output:

As already mentioned, the Line Height in the "Instructions" row field should be the same as that in the other row fields. Although you can use a different Style for the "Instructions" row field, the requirement to use the same Line Height imposes a limitation on the font size that you can use. The Row Styles feature will allow you to increase the spacing and possibly use a larger font for the Instructions if needed. 'Row Styles' is on the Operations menu in the Form Template window:

Enter a Style in the Description field and a Line Height. Entering a Style in the Description field activates the Row Style so you must enter a Style, even if it is the same as the one in the "Instructions" row field:

This is the output:

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Routing Production Orders

This page describes the Routing Production Orders form in the Production module.

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Use the Routing Production Orders form when you need to print details of a Production Order together with a list of its connected Production Operations. The connected Production Operations will be listed in Status order (Created, Started, Finished, Cancelled and finally Discarded). Production Operations with the same Status will be listed in Sequence order.

Production Order: Range Reporting Numeric; Enter a Production Order Number to print a single Production Order, or a range of Production Order Numbers, separating the first and last number with a colon (:). You must enter a Production Order Number or range of Production Order Numbers: if you leave this field empty, no forms will be printed.

You can use the following fields when you design the Form Template to be used by the Routing Production Order form:

Field in Form Template	Prints (from Production Order record)

Header Fields (these print once per Production Order)

Comment	Comment from the connected Routing record
Due Date	Due Date
Fixed Asset Code	Machine
Location	Location
Planned Date	Should Start
Recipe Code	Recipe
Recipe Name	Name
Routing	Routing
Serial Number (Number Series)	No.

Row Fields (these print once for each Production Operation that is connected to the Production Order, so remember to specify a Line Height)

Comment 2	Comment
End Date 2	End Date
End Time 2	End Time
Fixed Asset Code	Actual Machine
Fixed Asset Group	Machine Group
Fixed Asset Name	Description from the Asset record for the Actual Machine
Instructions	Text (from the 'Instructions' card). More details can be found in the description of the Routing form
Queue Time In Minutes	Queue Time converted to minutes
Row Number	Row number (i.e. counts the number of connected Production Operations)
Run Time In Minutes	Run Time converted to minutes
Sequence	Sequence
Serial Number, row	No.
Separator	Prints a separator line between each row. More details can be found in the description of the Routing form
Setup Time In Minutes	Setup Time converted to minutes
Start Date 2	Start Date
Start Time2	Start Time
Status	Status
Sub Sequence	Sub

Please refer here for details about the standard fields that you can also include in the Form Template.

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Go back to:

Home page for Forms in the Production module
Home page for Production manual
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Routing Productions

This page describes the Routing Productions form in the Production module.

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Use the Routing Productions form when you need to print details of a Production together with a list of its connected Production Operations. The connected Production Operations will be listed in Status order (Created, Started, Finished, Cancelled and finally Discarded). Production Operations with the same Status will be listed in Sequence order.

Production: Range Reporting Numeric; Enter a Production Number to print a single Production, or a range of Production Numbers, separating the first and last number with a colon (:). You must enter a Production Number or range of Production Numbers: if you leave this field empty, no forms will be printed.

You can use the following fields when you design the Form Template to be used by the Routing Production form:

Field in Form Template	Prints (from Production record)

Header Fields (these print once per Production)

Comment	Comment from the connected Routing record
Description	First line of Comment
Description 1	Second line of Comment
Description 2	Third line of Comment
End Time	End Time
Fixed Asset Code	Machine
Location	Location
Person Name	Name of the Inspector, from their Person record
Production Date	End Date
Production Order	Prod. Ord.
Recipe Code	Recipe
Recipe Name	Name
Responsible Person	Inspector
Responsible Person Name	Name of the Inspector, from their Person record
Routing	Routing
Serial Number (Number Series)	No.
Start Date	Start Date
Start Time	Start Time

Row Fields (these print once for each Production Operation that is connected to the Production, so remember to specify a Line Height)

Comment 2	Comment
End Date 2	End Date
End Time 2	End Time
Fixed Asset Code	Actual Machine
Fixed Asset Group	Machine Group
Fixed Asset Name	Description from the Asset record for the Actual Machine
Instructions	Text (from the 'Instructions' card). More details can be found in the description of the Routing form
Queue Time In Minutes	Queue Time converted to minutes
Row Number	Row number (i.e. counts the number of connected Production Operations)
Run Time In Minutes	Run Time converted to minutes
Sequence	Sequence
Serial Number, row	No.
Separator	Prints a separator line between each row. More details can be found in the description of the Routing form
Setup Time In Minutes	Setup Time converted to minutes
Start Date 2	Start Date
Start Time2	Start Time
Status	Status
Sub Sequence	Sub

Please refer here for details about the standard fields that you can also include in the Form Template.

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Go back to:

Home page for Forms in the Production module
Home page for Production manual
Home page for Standard ERP manual