Create Work Orders

A Work Order in GoldFinch allows you to consume raw materials to produce a finished item, referred to as the Output Item. To streamline the process, Item Formulas and Item Routings should be set up in advance, ensuring that the Work Order will automatically populate with the necessary components, routings, and outside services required for production.

Steps for Creating a Work Order

• Open the App Launcher and search for Work Orders.

• Create a Work Order for the Parent Item.

  • Click on New.

Fill in the required fields:

• Output Item: Must have Replenishment System = Work Order.

To create a Work Order for Items with Replenishment System = Purchase:

• Navigate to the Item Page.

• Look for the Work Order related list and click New to create the order.

• Quantity: Enter the quantity of the output item to be produced.

• Unit of Measure: Specify the UOM.

• Start and End Times: Adjust the start and end times based on when the order will be completed.

• Warehouse and Bins: Take note of the warehouse and bins used for output and consumption.

Review Auto-Populated Work Lines:

• Work lines are populated based on the Item Formula and Item Routings. These represent the steps and materials required to complete the Work Order.

Save the Work Order.

Formula Version Selection

If you’re using the Formula Version feature, GoldFinch will automatically populate the Formula Version on a Work Order based on the following conditions:

• Starting Date is blank, or is on or before today’s date

• Ending Date is blank, or is on or after today’s date

• Status is set to Certified

• Default is checked

If multiple Formula Versions meet these criteria and no default is set, GoldFinch will select the first eligible version based on system order.

You can manually change the Formula Version before saving by navigating to the Batch Manufacturing tab on the Work Order screen.

Important Fields to Consider

Warehouse and Output Bin

• The finished product inventory is placed in the output bin once the work order is posted. If you're managing multiple warehouses or using Bin Management, ensure these fields are set correctly to reflect where your finished products will be stored.

Input Bin

• The input bin is where the system will look for available inventory to consume for production. This bin is pre-configured based on your Warehouse Setup, but you can adjust it as needed. If your inventory isn't in the selected Input Bin, you will need to create an Inventory Movement or Pick Ticket to move the required materials.

Starting and Ending Date/Time

• You can adjust these fields based on your production plan. Setting these dates is crucial for planning and tracking in the Material Requirements Planning (MRP) module.

  • Review Work Order Due Date and Scheduling Logic for more information.

Work Order Documents

• Print WO Pick

  • Generate a detailed list of components along with their associated barcodes.

  • To enable the complete picking ticket functionality, please follow the instructions at Create Picks from Work Orders

• Print Batch Report

  • Produce a report that outlines each routing step, including the components required for every stage.

More Information

• Refresh Work Orders
• Clone Work Orders
• Item Lines are not Populating on the Work Order
• Work Order Due Date and Scheduling Logic

Article Create-Work-Orders  ·  Last updated October 03, 2025 · GoldFinch ERP Help Center