The Sage 100 Work Order module was discontinued as of Version 2023. When you are upgrading from a Sage 100 version with the Work Order module to Version 2023 or higher, you will be converting the Work Order module to the Production Management module. For Licensing purposes, your old Work Order Module converts into three (3) Production Management Licenses. This will allow up to three people to utilize the PM Production Management Module, concurrently. Reach out to your RKL eSolutions CSM Customer Success Manager if you believe you will want to purchase additional licenses.
Prior to migrating your data to the new version with Production Management, there is some housekeeping that needs to be completed. After migrating the data, you may need to complete some additional tasks depending on how you were using Work Order in your old Sage 100 version and how you want Production Management to work moving forward.
In Production Management, every work ticket has a Step 000000, which serves as the work ticket header. Step 000000 can be simply a placeholder for the work ticket header, but if needed it can also be a “working” step in that it can have a valid work center and activity code as well as materials and estimated hours, and against which issues, labor transactions, and other transactions can be processed. This will be the case for those work orders that already have a Step 0000. For the others, Step 0000 must be added to those work orders before the data is migrated; if this is not done, Step 0000 will be automatically added to those work orders with the same values as the first valid step on each work order.
Here are suggested steps for adding Step 0000.
In Work Center Maintenance and Operation Code Maintenance, create a generic work center and operation code to assign to the new Step 0000 records.
Create an import job to create Step 0000 for the work orders that don’t already have this step, assigning the new generic work center and operation code.
Run the Work Order Purge utility to move closed work orders into the history files.
The following scenarios should be addressed after the migration:
Labor Scaling Method – If you are using Parents per Template as your labor scaling method, check your templates and work tickets, as these may have converted as Templates per Parent. If this is the case, use Visual Integrator to export the steps and import the correct method.
Enhanced Scheduling Hours – if you are using the Enhanced Scheduling features in Production Management, these hours may be incorrect and require an export of the data from Work Order and import of the correct data.
Whether or not you imported Step 00000 with empty labor budget and scheduled hours prior to migration, check these hours in the converted work tickets.
If they did not convert correctly, an export of the data from Work Order and import into Production Management may be required to adjust these hours.
If you have Make for Sales Order work tickets, ensure that they all display the customer number and name on the work ticket header screen; this can be done by performing a custom lookup or creating a Crystal report. Some of the work tickets may not show this information.
Since the customer number and name are not fields in the Production Management work ticket header table, custom UDF fields will need to be created and added to the work ticket header screen, and an import will need to be performed to populate those fields.
New work tickets should display this information properly, so once the existing work tickets in question have all been completed and are in history, these custom fields can be removed from the screen.
No work order tables or fields will be converted to Production Management tables and fields for custom forms, custom reports, or custom report settings with added Work Order tables. These tables and fields will all need to be added to the converted Crystal reports.
There are a few considerations to keep in mind when adding Production Management tables and fields into these custom reports:
In the Work Order module, the Work Order Status Comment exists in the WO1 (Work Order Header) table, thus there is one Status Comment value per work order.
Charge Labor at Employee Rate – this field now resides in Work Ticket Class Maintenance and is called Cost Labor at Standard.
Charge Labor at Employee Rate (WO) – used the employee payrate from Production Employee Maintenance.
Cost Labor at Standard (PM) – uses the hourly rate in Activity Code Maintenance (formerly Operation Code Maintenance).
Therefore, if the work center in Work Order has this box checked, the data conversion process result should be that the Production Management Cost Labor at Standard field in Activity Code Maintenance should be unchecked, and vice versa.
This means that you can have this option enabled or disabled for different activity codes in the same work center, if desired.
Outside Processing – this field is now an option in the Classification picklist in Activity Code Maintenance.
Comments – these fields have been eliminated.
Planned Cost Rate/Piece - this field has been eliminated.
For additional assistance in converting the Work Order Module to Production Management or purchasing additional licenses, each out to your RKL eSolutions CSM Customer Success Manager.
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