Work Order step catalogue

Every step you can put in a WorkFlow, what it is for, and whether it runs by itself or waits for somebody. If you are not sure which one you need, read the When not to use it section on the page that looks closest - that is the part written to send you to the right step.

New to work orders? Start with Work Orders: WorkFlows, runs and steps.

Why some names end in "(new)". Several steps were rebuilt, and both the old and the new version ran side by side while work already in progress finished on the old one. Only the new version can be added now, and the suffix will be dropped once the last old one has drained. If you see a plain Local Receipt on an existing work order and Local Receipt (new) in the Add Step list, they are the same job.

Getting goods in

Step	What it is for	Runs by itself?
Local Receipt (new)	Take goods onto the books - a customer unit coming in, parts arriving.	No

Repairing

Step	What it is for	Runs by itself?
Repair Router (new)	Split the units that came in into one repair task each.	Yes
Repair Task (new)	One unit, benched: parts fitted, notes, outcome.	No
Approve Repair Parts Cost	After all the repairs, price what they used and decide who pays.	No

Building

Step	What it is for	Runs by itself?
Assembly Task (new)	Build a product from its bill of materials, optionally holding for plan approval.	No
Create Package	Mint boxes, crates or pallets so there is something real to pack into.	Yes

Moving stock about

Step	What it is for	Runs by itself?
Move Order	Have the floor carry stock somewhere - in either direction.	No
Reclassify Stock (new)	Change what a unit is (repaired, damaged, back to stock) without moving it.	No

Sending goods out

Step	What it is for	Runs by itself?
Sell & Ship (new)	Raise the sale, the shipment and the courier booking, then wait for dispatch.	Partly
Local Shipment (new)	Send goods out where there is no sale - a repaired unit going home.	No
Courier Booking (new)	Book a carrier for a shipment that already exists, and get the waybill.	Yes

Asking a person

Step	What it is for	Runs by itself?
Instruction	Tell somebody what to do, and make them write down what they did.	No
Approval	Hold the work order until somebody signs off.	No

Plumbing

Step	What it is for	Runs by itself?
Set Field Value	State a value at a point in the run, for a later step to read.	Yes

Steps you may see but cannot add

Older work orders still carry step types that have been withdrawn from the Add Step list. They keep working - nothing in flight was disturbed - but new WorkFlows use the replacement instead.

Withdrawn	Use instead
Delivery Request, Collection Request	Move Order	They were never two things - one document, two directions.
Local Receipt, Repair Router, Repair Task, Local Shipment, Assembly Task, Courier Booking, Reclassify Stock	the same step without "(new)" beside it	The originals, kept running only so work already in flight can finish.
Sales Shipment (Create), Wait for Shipment Dispatch, Zero-cost Sales Order	Sell and Ship	Three steps collapsed into one.
Sell / Replace Item, BMSEX Zero-cost Sales Order, Receive Returned Item	no direct replacement	Ask before building a WorkFlow that needed one of these.
Material Used	Move Order	Material is fetched, not declared.
Repair Assessment, Send Tracking Email	nothing	Never used on a single work order, and withdrawn.