Enter Orders that are still in Production (WIP Orders)

In this WIKI, you’ll load the orders that are currently in production, also known as Work-In-Process or WIP, into your new Control system.

Activate the Transition Product for WIP Orders in Control.

1. Click Setup.
2. Click Pricing Setup.
3. Click Adjust Product Information Setup.
4. Check the Show Inactive check box (in the lower left corner of the screen).
5. Click Edit.
6. Click on the Category called Transition Products. Note: This step uses special products in Control. If you don’t see these products in your system, call your point person in the Startup Department.
7. Check the box in front of the Transition product for WIP Orders.
8. Click Save.

Here are the steps for putting this order in Control.

1. Start by entering the order details.
   1. Click New on the toolbar on the top of the screen.
   2. Click New Order.
   3. Click on the “+” sign next to the Transition Products folder, also known as a product category.
   4. DOUBLE click on the Transition WIP Orders product.
   5. Type in the following information:
      • The Item Name, something like “WIP Order # from Old System.”
      • The Estimated Materials Cost, before any mark-ups.
      • The Estimated Labor Cost, before any mark-ups.
   6. This product will allow for labor to be non-taxable if needed.
      • Check the box for Labor Is Tax Exempt if the labor is non taxable. Note: When the checkbox for Labor is Tax Exempt is checked you will be able to separate the pre-tax labor and material price for proper taxability allocation. If the checkbox is unchecked you will be entering in the Total Pre-Tax Sales Price.
      • Total Pre-Tax Sale Price. We’ll show you how to verify the sales taxes below.
      • Enter a Description, if you like. This is a great place to reference things like:

1. Click OK.
2. Now add the customer details to the order:
3. Choose the Company to attach this order to.
4. Enter the Order Description.
5. Click on the Totals tab.
   • Make sure the Tax Class is correct for this customer and order. If not, click on the button to the right of the word Taxes. This will open the Tax Class Selection window. Change the Tax Class as necessary and click OK.
   • Confirm that the Tax Amount and the Order Total match the entries in your old system. (If the taxes don’t look correct to you, revisit the step for setting up the tax info.)
6. Click the down arrow next to the Save button.
7. Click Save as Order.
8. Repeat the above step for each WIP order that’s still in production. If the next order is for the same customer as the one you just entered, click the Clone button on the tool bar on the right instead of the New button. This will save you a few steps.

Here are the steps for seeing all your WIP orders in Control.

1. To verify your orders in WIP:
   1. Click the down arrow next to Explorer.
   2. Click Explore Orders.
   3. In the Current Order area, check WIP and uncheck Built and Sale.
   4. Click the Refresh button (located at by the drop down list “Viewing Order”).
   5. Review the list of orders in WIP. Make sure these match the list from your old system.

Deactivate the transition Products in Control.

Now that you’ve finished transitioning you’re WIP Orders, you need to deactivate the Transition Product. To do this, follow these steps:

1. Click Setup.
2. Click Pricing Setup.
3. Click Adjust Product Information Setup.
4. Click Edit.
5. Click on the Category called Transition Products.
6. UNCHECK the box in front of the Transition product that you used.
7. Click Save.

Great job! You’ve finished the setting up your WIP Orders in Control. Now you’re ready for the next transition task.