The New Work Order screen is used to create a Draft manufacturing work order for a BOM part.
What this screen is for
Use New Work Order when production needs a new work order for a part that has a BOM in PAX. The screen creates the work order header and planned operations. It does not issue material, record labor, or receive finished goods.
Screen path
Dashboard > Manufacturing > Work Orders > New Work Order
Fields
| Field | Notes |
|---|---|
Part Number (BOM) |
Required. Type or select a parent part from the BOM list. The search supports parent part number and description. |
Quantity |
Required. Must be greater than zero. |
Due Date |
Optional due date. Shortcut links set Today, Tomorrow, Friday, or 1 Week. |
Priority (1-10) |
Defaults to 5. Lower numbers are treated as higher priority in the work order list. |
Notes |
Optional work order notes. |
Material availability
After a part number and valid quantity are entered, PAX checks direct BOM component availability.
The availability area can show:
| Message | Meaning |
|---|---|
Materials Available |
Current component quantities are sufficient for the entered work order quantity. |
Materials Insufficient |
One or more direct components are short. PAX also shows the maximum buildable quantity when it can calculate one. |
Materials will populate when part number and quantity is entered |
The screen is waiting for a selected part and quantity. |
The component list shows the component part, required quantity, available quantity, and shortage quantity when applicable.
The availability check is advisory. It helps the user plan before saving, but the actual inventory movement happens later in How to Issue Materials.
Main actions
Create Work Order: Saves the work order after validating part number and quantity.Cancel: Closes the screen without saving.
After saving, PAX shows the new work order number and clears the form for another entry.
What happens behind the scenes
When the screen opens, PAX loads BOM headers.
When availability is checked, PAX reads direct BOM components and compares required component quantity to inventory quantity on hand. This does not reserve or move inventory.
When Create Work Order is selected, PAX validates that the part exists and creates a work order number in the WO-YYYYNNNN format. The new work order is created in Draft status unless the system sends a different status.
PAX also creates work order operations from router steps for the work order part. Labor and outside-service router steps become work order operations. Material router steps are not inserted as operations because component material is handled through BOM material issue.
Creating a work order does not post inventory, WIP, labor, overhead, outside-service cost, or finished-good inventory.
Troubleshooting
Failed to load BOMs
Likely cause: PAX could not load BOM headers.
Safe fix: Close and reopen the screen. Confirm the part has a BOM if it should be available for production.
Contact support if: BOMs exist but the list will not load.
Please select a BOM
Likely cause: The Part Number field is blank or does not contain a selected BOM parent part.
Safe fix: Select the part from the BOM list before saving.
Contact support if: The part should be a BOM parent but does not appear.
Quantity must be greater than 0
Likely cause: The quantity is blank, zero, or negative.
Safe fix: Enter the planned production quantity.
Contact support if: The quantity is valid but PAX still blocks saving.
Materials are insufficient
Likely cause: One or more direct BOM components do not have enough quantity on hand for the requested build.
Safe fix: Review the shortage before creating or issuing the work order. Receive, buy, adjust, or correct inventory through the proper workflow instead of forcing the work order through.
Contact support if: Inventory quantity on hand appears incorrect.