Assemblies — Works Orders

This article explains how to build and manage assembly works orders in Tricorn.

Creating a Template (Master Copy)

Templates are master copies used to create actual works orders. All components in an assembly should have a template.

• Use the New Works Order button (+) to open the New Works Order window.
• Enter all relevant information. Use the magnifying glass to find the customer and part. If the part does not exist, click the large + next to the part record to create it — note: the new part record will require costs and similar details to be populated afterwards.
• Set Order and Build quantities to 1 (this is a master copy). Leave the delivery date and customer reference blank.
• Tick the "Template" box. Tick "Assembly" if this part is the top level of the assembly.
• Repeat for each component. Ensure all labour, material, part, and subcon details are populated for each template.

Assembly Components (Traditional Method)

• Open the Assembly Components sub-tab on the top level of the assembly.
• Use the + button to open the picking list of all templates for that customer.
• Multi-select to add all manufactured components.
• Set the quantity for each component as the ratio relative to the top level (for example, 2 x Component A for a top level of 1).

Using the Explorer View

The Explorer popout window gives a hierarchical view of the assembly structure.

• Click the Explorer button next to the Works Order field.
• The full assembly structure is displayed including bought-in parts. If bought-in parts are not showing, use the double chevron to open menu options, tick all boxes, and click Apply.

Right-clicking on any level in the Explorer opens the Assembly Menu with these options:

• Change W/O Assy Qty — changes the works order quantity for that level and its components.
• Add Component — adds a new component from the picking list.
• Create New Component — creates a brand new component from scratch or from an existing part.
• Explode — toggles between Single Level and All Levels display.
• Where Used — lists all other assemblies that use the same template.
• Expand / Collapse — expands or collapses the assembly structure view.
• Print — prints the complete assembly structure.

Creating a Works Order Template Using Explorer

• Create the top-level template using the + button. Enter part details; add the part to the database via the black cross if it does not exist.
• Set Order and Build quantities to 1. Tick both Template and Assembly. Click OK.
• The Works Order window opens — populate all labour, materials, parts, and subcon details.
• Open Explorer. Right-click the top level and select Create New Component to add sub-levels.
• For each sub-level, enter part details. If a linked template exists it will be shown — tick Use Template to acknowledge it. Enter a quantity of 1.

Parts Sourcing

• Bought-in Parts: use Actions > Source > Source Bought Parts. This opens the Purchase Order Assistant with the bought-in requirement pre-loaded.
• Manufactured Parts: use Actions > Source Manufactured Parts to source common stock components. Use the Works Order Assistant to identify which components are needed across multiple works orders.

Exploding the Assembly

• Create a new works order using the + button.
• Use the search button next to the part number field to open the part picking list. If a template exists for the part, a template box will appear below the part number.
• If multiple templates exist, use the double chevron to expand the list and highlight the required template. Use the Method field to differentiate between templates.
• Enter the Order and Build quantities. The Assembly and Explode tick boxes will be ticked automatically. Click OK to create the assembly.