Process Special Work Orders

The Special Work Order process allows you to create Make to Order (MTO) items for a Sales Order. This process helps fulfill orders by manufacturing items specifically for customer requests.

Steps to Create a Special Work Order

• Create or Edit a Sales Order

  • Open the App Launcher, search for Sales Order, and click Edit to modify the order.

• Set the Purchasing Type

  • For items requiring a special work order, set the Purchasing Type field to Special Order.

    • To always place a special order for an item, set the Purchasing Type to Special Order by default on the Item page.

  • Click Save when done.

• Set the Replenishment System

  • Ensure the item's Replenishment System is set to Work Order. If you want to create a Purchase Order instead, change it to Purchase.

Automatic Allocation

• After saving, GoldFinch automatically allocates inventory to each Sales Line based on the available quantity in the selected warehouse.

• To disable automatic allocation for special order items:

  • Refer to Managing GoldFinch Custom Settings to configure a new custom setting:

    • Name: DoNotAllocateSpecialOrder

    • Value: True

Insert Requisition to Create a Work Order

• Click Insert Requisition on the Sales Order

  • A Requisition Line is created for each Sales Line marked as Special Order.

  • The Requisition Line quantity is calculated as:
    Requisition Line Quantity = Sales Line Quantity - Allocated Quantity

• Review and Update Requisition Information

  • Order Date: Set to today's date.

  • Due Date: Taken from the Requested Shipment Date on the Sales Order.

• Click Create Orders

  • This action generates one Work Order per line. To view the related Special Work Order, click on the Work Order No. link.

Post-Work Order Creation Steps

• Enable Advanced Preparation for Shipments

  • To prepare for shipments before inventory is produced, enable the Allow Create WS for Special Order setting in the Company Setup.

• Process the Work Order Output

  • When the Output is posted, the inventory is placed in the Output Bin and allocated to the Sales Order.

• Create a Movement (if needed)

  • If the Output Bin is not a pick bin, move the inventory to a pick bin.

• Create a Warehouse Shipment

  • Follow the standard procedure to create a Warehouse Shipment.

  • If a Pick Ticket is required, GoldFinch will suggest picking for the special order items.

  • If a Pick Ticket is not required, you can use the Ship Bin as the Output Bin to avoid the movement activity.

Create Special Work Order Orders for a Parent Work Order

On the Work Order, you can use Insert Requisition to create a special work order for a Work Line with Purchasing Type = Special Order with Replenishment System = Work Order. After you post the output for the special work order, the inventory will be automatically allocated to the parent Work Order.

Article Process-Special-Work-Orders  ·  Last updated April 18, 2026 · GoldFinch ERP Help Center