How do I create Production Worksheets?

How do I create Production Worksheets?

Production worksheets effectively give users the ability to create prep lists, that can be based on Purchasing Requests or created ad hoc. This worksheet will pull in Recipes that can then be printed as summarized lists of recipes or itemized with each ingredient and its unit of measure. *As a note: Worksheets visibility is based on permissions, and if you cannot see worksheets when logged in please see your onsite admin for additional permissions*

1. Navigate to Worksheets, select Production and New
 

 
2. If  you are creating your Production worksheet based on a Request, then highlight the request(s) in question and choose Select Record. Note there is a store filter if your system has multiple locations. If the worksheet is being created ad hoc, then choose Skip this step.




3.  Select the Store that the worksheet will be used in. 
    

4.  A  new Production Worksheet will open. If the worksheet was based on a Request, then those recipes will also already be listed. 
 

A.    Description: Will default to Production Worksheet and the date it was created, however this field can be updated to whatever works best for your team

B.    Production Date:  The date the items need to be made

C.    Notes: Text field for leaving additional notes for the team

D.    Production Number: The Yellow Dog assigned document number

E.    Created Date: The date that the worksheet was created

F.    Store: The location that will be using the worksheet/producing the items

G.    Sort By & Then By: The recipes can be sorted by Recipe, Recipe Type, or Production Group

H.    Rounding Method: If the requested or default quantity needed is not a whole number, there several rounding options to choose from

I.      Add: Opens the item lookup screen defaulted to the Recipe/Kit/Batch Items only View to allow you to quickly review your recipes to be added to your worksheet.

J.     Remove Selected Items: Will allow you to highlight and remove recipes from the worksheet.

K.    Add items from: Allows recipes to be added from other documents and areas of the software.

L.     Recipe: Name of the recipe that needs to be produced

M.   Recipe Type: The recipe type assigned

N.    Production Qty: The quantity of the recipe that needs to be produced

O.    Yield: Will list the Yield assigned to the recipe

P.    Production Group: The team that is assigned to produce this team. This can be assigned in the recipe and updated for a worksheet if needed. Click Here for more information on how to create Production Groups.

Q.     Notes: Text field to allow for additional notes to be entered.

R.    Print Ingredient list by group: Will print a list with the ingredients grouped by Production Group

S.    Print Ingredient List: Will print a list of all the ingredients in the recipes listed

             T.    Print Summary: Will print of the Recipes listed, without ingredients.

5. Once all the necessary recipes have been added, you can print from one of the print options, and pass out to the team. 
  

Tip: Production worksheets can also be created directly from the Request screen, if your organization primarily creates production worksheets based on Requests. Simply highlight the request(s) in question and select Create Production Worksheet





    • Related Articles

    • What are Worksheets?

      Worksheets Replenishment Worksheet The Replenishment worksheet is a tool that utilizes a designated warehouse store to generate requests or transfers for multiple locations within a single screen. This tool uses algorithms to decide which store’s ...

    • How do I create Production groups and assign them to recipes?

      This exercise will require permissions to see and edit Production Groups, and if you cannot see or edit these then you will need to reach out to your onsite admin for additional permissions.  Within Common Setup navigate to Production Groups, and ...

    • How do I create & use replenishment worksheets?

      The Replenishment Worksheet is a tool that utilizes a designated warehouse store to generate requests or transfers for multiple locations on a single screen.  This tool uses algorithms to decide which store’s requests get priority fulfillment based ...

    • What are Item Lists?

       Item Lists In Yellow Dog you have the ability to create and save items into Item Lists. These are handy to create if there are items that are frequently ordered together, you need to keep a barcode/SKU sheet by the register for items without ...

    • How do I create a new Transfer Worksheet?

      Transfer worksheets allow users with warehouse locations that transfer product to additional locations to easily create those transfers based on requests, or ad hoc. *As a note: Worksheets visibility is based on permissions, and if you cannot see ...