# Work Order / WI — track Work Orders, process dates, book materials by Process · WI, release WIs and move WI / WO status automatically

> Fine Chemical (FC) · Module MES · v0.5 · 12/10/2026 · Standard flow — for implementation, testing and development
>
> Generated from the diagram by `sync.js` — do not edit by hand. The diagram is authoritative: report any mismatch with the diagram page.
>
> Diagram page: /en/mes/work-order-wi

## How to read

- Every box on the diagram has a code `Bxx`, numbered in flow order (from the start event, following the arrows).
- "Goes to" lists every arrow leaving the box; text in square brackets is that arrow's condition label.
- "Optional branch" = a dashed arrow on the diagram: may be done or skipped.
- "Data" boxes in the Input lane are incoming data; in the Output lane they are results / end points of the flow.

## Process Flow (swimlane)

### Roles (lanes)

- Input
- Planner
- Output

### Steps

| Code | Role | Type | Content | Platform · Screen | Goes to |
| --- | --- | --- | --- | --- | --- |
| B01 | Input | Data | Work Order RELEASED (from Master Plan) |  | B07 |
| B02 | Input | Data | Master data: Routing · Process · Work Center | Master data | B08 |
| B03 | Input | Data | Per-shift Injection WI (injection schedule Release) |  | B09 |
| B04 | Input | Data | Process plan released (Trimming · Outsourcing · Packing) |  | B10 |
| B05 | Input | Data | Progress: shift POP CONFIRMED · process POP · FG received |  | B14 |
| B06 | Input | Data | Master data: BOM (materials per WO) | Master data | B24 |
| B07 | Planner | Start | Start |  | B08 |
| B08 | Planner | Task | Create WIs per process of the WO Routing | System (auto) · Work Order / WI | B09 |
| B09 | Planner | Task | Attach per-shift Injection WIs | System (auto) · Work Order / WI | B10 |
| B10 | Planner | Decision | Process plan released? |  | B11 [Not yet]; B12 [Yes] |
| B11 | Output | Data | WI stays DRAFT — waits for process released |  | (end) |
| B12 | Planner | Task | Release process WI | System (auto) · Work Order / WI | B13; B14 |
| B13 | Output | Data | WI RELEASED per process → shopfloor · POP |  | (end) |
| B14 | Planner | Task | Change WI status from POP | System (auto) · Work Order / WI | B15; B16 |
| B15 | Output | Data | WI RUNNING → COMPLETED (automatic, from POP) |  | (end) |
| B16 | Planner | Task | Change WO status from the WIs | System (auto) · Work Order / WI | B17; B18 |
| B17 | Output | Data | WO RUNNING → COMPLETED (automatic, from the WIs) |  | (end) |
| B18 | Planner | End | End |  |  |
| B19 | Planner | Start | Monitor WO |  | B20 |
| B20 | Planner | Task | Open the Work Order list | Web · Work Order / WI | B21 |
| B21 | Planner | Task | View Work Order detail | Web · Work Order / WI | B22 |
| B22 | Planner | Decision | What does the Planner need? |  | B23 [Reschedule]; B24 [Book materials] |
| B23 | Planner | Task | Adjust process Plan Dates | Web · Work Order / WI | B25 |
| B24 | Planner | Task | Select BOM materials and the WI to issue to | Web · Work Order / WI | B26 |
| B25 | Output | Data | Process schedule shifted (Frozen processes kept) |  | (end) |
| B26 | Planner | Task | Create Material Out Request by Process · WI | Web · Work Order / WI | B27; B28 |
| B27 | Output | Data | MOR carrying WO · WI · Process → warehouse Stock Out by MOR |  | (end) |
| B28 | Planner | End | End |  |  |

### Step details (hover content on the diagram)

#### B08 · Create WIs per process of the WO Routing

- Planner · System (auto) · Work Order / WI
- Comes from: B02, B07
- Goes to: B09 · Attach per-shift Injection WIs

> The system creates a Work Instruction (WI) for each process in the WO Routing.  
> When: as soon as the WO is RELEASED ("WO status changes to Released and the system can generate Work Instructions").  
> System: one WI per operation that requires a WI or output tracking ("One WI is created for each operation flagged as requiring WI or output tracking.").  
> Result: process WIs (Curing · Trimming · Spray · Packing · FG) → DRAFT. No Injection WI is created here.  
> Test:  
> - A WO whose Routing has 4 processes (excluding Injection) → 4 DRAFT WIs  
> Source: BRD §6.1 Step 5 · BRD §6.2 Step 3 · Q-20260923-19 (G)  

#### B09 · Attach per-shift Injection WIs

- Planner · System (auto) · Work Order / WI
- Comes from: B03, B08
- Goes to: B10 · Process plan released?

> The system attaches the per-shift Injection WIs to the WO when the Planner releases the injection schedule.  
> When: the Planner releases the schedule at Injection Schedule.  
> System: one Injection WI per machine × day × shift (Day (AB) / Night (CD)); one Detail Plan (I/J Plan) maps to one WO. There is no WO-level Injection WI any more.  
> Result: Injection WI → RELEASED, shown on the WO "Work Instructions" tab with the "Shift" column.  
> Test:  
> - A WO with a 2-shift injection schedule (Day (AB) and Night (CD), same machine, same day) → 2 Injection WIs, one per shift  
> Source: Q-20261012-01 (answer 3) · Q-20260923-19 (A, G) · prototype v0.88  

#### B10 · Process plan released?

- Planner
- Comes from: B04, B09
- Goes to [Not yet]: B11 · WI stays DRAFT — waits for process released
- Goes to [Yes]: B12 · Release process WI

> Has the process plan (Trimming / Outsourcing / Packing) of the WO been released?  
> Yes: the plan was released with the "Release Trimming Plan", "Release Outsourcing Order" or "Release Packing Plan" button → release the WI of that process.  
> Not yet: the WI stays DRAFT until the process plan is released.  
> Open: Trimming Planning still shows the status "Approved" after release while Outsourcing and Packing show "Released" — unclear whether Trimming will be relabelled "Released" (prototype v0.88).  
> Source: Q-20260918-28 (answer 2) · prototype v0.82, v0.88  

#### B12 · Release process WI

- Planner · System (auto) · Work Order / WI
- Comes from: B10
- Goes to: B13 · WI RELEASED per process → shopfloor · POP
- Goes to: B14 · Change WI status from POP

> The system releases the process WI once its process plan is released.  
> When: the process plan of the WO has been released.  
> Result: WI DRAFT → RELEASED; it shows on the shopfloor queue by work center / shift.  
> Test:  
> - Release the Trimming plan of the WO → the Trimming WI of the WO becomes RELEASED; the Packing WI stays DRAFT  
> Open: prototype v0.88 shows process WIs as RELEASED as soon as the WO is released, without waiting for the process plan release; only a WO that is not released shows DRAFT WIs.  
> Source: Q-20260918-28 (answer 2) · BRD §6.2 Step 5 · prototype v0.88  

#### B14 · Change WI status from POP

- Planner · System (auto) · Work Order / WI
- Comes from: B05, B12
- Goes to: B15 · WI RUNNING → COMPLETED (automatic, from POP)
- Goes to: B16 · Change WO status from the WIs

> The system changes the WI status by itself from POP results; there is no Close WI button.  
> When: the WI is RELEASED.  
> System: process WI RELEASED → RUNNING → COMPLETED when the confirmed quantity ≥ the process quantity ("Confirmed ≥ process qty"). Per-shift Injection WI → COMPLETED when the shift POP is CONFIRMED; the shortfall goes back to Remaining and is scheduled into a new shift / WI.  
> Result: WI COMPLETED is the final status; there is no CLOSED.  
> Test:  
> - Day (AB) shift has a CONFIRMED POP → that shift Injection WI is COMPLETED; the Night (CD) shift with no POP stays RELEASED  
> Open: the real condition for a WI to move RELEASED → RUNNING (first POP, quantity > 0 or a manual start); prototype v0.88 infers it from sample data — a process WI is RUNNING when the preceding process is COMPLETED, an Injection WI is RUNNING when its Material Lot Assignment is "Confirmed" (OQ-121).  
> Source: Q-20261012-02 (answer 1) · BRD §6.4 · convention Q5 · prototype v0.88  

#### B16 · Change WO status from the WIs

- Planner · System (auto) · Work Order / WI
- Comes from: B14
- Goes to: B17 · WO RUNNING → COMPLETED (automatic, from the WIs)
- Goes to: B18 · End

> The system changes the WO status by itself from its WIs; there is no Close WO button.  
> When: the WO is RELEASED.  
> System: WO RELEASED → RUNNING when a WI is RUNNING or COMPLETED; WO → COMPLETED when every WI is COMPLETED. A WO that is not released shows "Not Released".  
> Result: WO COMPLETED is the final status; there is no CLOSED. CANCELLED only arises when the Master Plan is cancelled.  
> Test:  
> - A WO with 7 WIs, 4 COMPLETED and 2 RUNNING → WO RUNNING; once all 7 are COMPLETED → WO COMPLETED  
> Open: the Master Plan cancel flow is not drawn yet, so how a WO becomes CANCELLED is unclear; this conflicts with Q-20260923-03 (a RELEASED Master Plan cannot be cancelled at Master Plan). Whether "FG fully received" counts toward WO COMPLETED is also undecided.  
> Source: Q-20261012-01 (answer 1) · Q-20261012-02 (answer 1) · prototype v0.88  

#### B20 · Open the Work Order list

- Planner · Web · Work Order / WI
- Comes from: B19
- Goes to: B21 · View Work Order detail

> The Planner opens the Work Order list to follow up.  
> Action: menu "Work Order / WI" › tab "Work Orders"; search box "WO / WI no. or item"; filter "Status" All · Released · Running · Completed · Not Released.  
> System: cards "Work Orders" · "Released" · "Running" · "Completed" · "Work Instructions" · "Completed WI"; columns WO No · Master Plan · Item Code · Item Name · Qty · Processes · Plan From · Plan To · Progress · Status.  
> Result: the "Work Instructions" tab lists both process WIs and per-shift Injection WIs, with a "Shift" column.  
> Source: Q-20261012-01 (answer 1) · prototype v0.88  

#### B21 · View Work Order detail

- Planner · Web · Work Order / WI
- Comes from: B20
- Goes to: B22 · What does the Planner need?

> The Planner views the details of a Work Order.  
> Action: button "View" or click the WO No.  
> System: the page header shows the WO status chip and "Plan risk: <riskStatus>"; buttons "Plan Dates" · "Booking Material Out Request" · "Print Work Order"; tabs Items / Size · Sales Orders · Material · Defects · LOTs · Process Schedule · Work Instructions · Material Out Requests.  
> Result: the "Work Instructions" tab shows per-shift Injection WIs ("Shift" column) and each process WI.  
> Open: "Print Work Order" has no print template yet; the WO screen still shows 6 fixed processes and does not take the Routing chosen at Master Plan Step 3 (OQ-49).  
> Source: prototype v0.88 · Q-20261012-01  

#### B22 · What does the Planner need?

- Planner
- Comes from: B21
- Goes to [Reschedule]: B23 · Adjust process Plan Dates
- Goes to [Book materials]: B24 · Select BOM materials and the WI to issue to

> Does the Planner need to move a date or book materials?  
> Move a date: edit the Plan Dates of the process.  
> Book materials: create Material Out Requests by Process · WI.  
> Source: prototype v0.88  

#### B23 · Adjust process Plan Dates

- Planner · Web · Work Order / WI
- Comes from: B22
- Goes to: B25 · Process schedule shifted (Frozen processes kept)

> The Planner moves the planned dates of a process.  
> Action: button "Plan Dates" › table SEQ · CODE · PROCESS · LEAD · PLAN FROM · PLAN TO · FREEZE › "Save Plan".  
> System: changing one process date shifts every later unfrozen process by the same number of days ("Changing a process date shifts every later unfrozen process by the same number of days.").  
> Blocked when: the process is Frozen (it already has Good / NG / Rework) — it cannot be edited.  
> Test:  
> - Move process 2 by 3 more days → the unfrozen processes 3 and 4 move by 3 days  
> Source: BRD §6.1 Freeze Rule · prototype v0.88  

#### B24 · Select BOM materials and the WI to issue to

- Planner · Web · Work Order / WI
- Comes from: B06, B22
- Goes to: B26 · Create Material Out Request by Process · WI

> The Planner picks the BOM material lines to request from the warehouse and the WI that will receive them.  
> Action: button "Booking Material Out Request" › tick lines ("BOM demand for this Work Order — select the lines to request from the warehouse. Process = where the material is used (sample data).").  
> System: the "Material" tab lists every BOM material of the WO with a "Process" column; the popup adds "Process" and "Work Instruction". Injection lines pick a per-shift WI ("<WI> · <Shift> · <Line>"), other lines show the process WI. "Request Qty" defaults to Remaining; a line with Remaining = 0 cannot be selected.  
> Test:  
> - A line with Remaining = 0 → cannot be ticked  
> Open: the material "Process" column is sample data (OQ-118); "Request Qty" > Remaining is only highlighted in red and the request can still be created (OQ-119).  
> Source: Q-20261012-01 (answer 4) · prototype v0.88  

#### B26 · Create Material Out Request by Process · WI

- Planner · Web · Work Order / WI
- Comes from: B24
- Goes to: B27 · MOR carrying WO · WI · Process → warehouse Stock Out by MOR
- Goes to: B28 · End

> The Planner creates the Material Out Requests (MOR) sent to the warehouse, one per Process · WI pair.  
> Action: button "Create Request".  
> System: one MOR per (Process, WI), carrying WO · WI · Process; the MOR is not a condition for creating WIs.  
> Result: MOR-… status Requested, shown on the "Material Out Requests" tab ("WI No", "Process" columns); the warehouse issues by MOR, Injection materials go to the Mixing area, MOR → ISSUED, then Material Lot Assignment picks the issued lots for the exact per-shift WI (flow material-issue-return).  
> Test:  
> - Select 3 Injection lines for 2 per-shift WIs and 1 Packing line → 3 MORs  
> Open: whether a hand-made MOR for Packing / Outsourcing duplicates the MOR created automatically on releasing the Packing / Outsourcing plan (OQ-119); which warehouse the Mixing area is on WMS has no source yet.  
> Source: Q-20261012-01 (answer 4) · BRD §6.3 Step 1 · prototype v0.88  

## Status lifecycle

#### Work Order

`RELEASED` → `RUNNING` → `COMPLETED`

Transitions:

- `RELEASED` -- A WI is RUNNING / COMPLETED --> `RUNNING`
- `RUNNING` -- Every WI COMPLETED --> `COMPLETED`

#### Work Instruction (per process)

`DRAFT` → `RELEASED` → `RUNNING` → `COMPLETED`

Transitions:

- `DRAFT` -- Process plan released --> `RELEASED`
- `RELEASED` -- Condition not decided (OQ-121) --> `RUNNING`
- `RUNNING` -- Confirmed ≥ process qty --> `COMPLETED`

#### Injection WI (one WI per shift)

`RELEASED` → `RUNNING` → `COMPLETED`

Transitions:

- `RELEASED` -- Condition not decided (OQ-121) --> `RUNNING`
- `RUNNING` -- Shift POP CONFIRMED --> `COMPLETED`

## Input

| # | Input | Type | Used in step |
| --- | --- | --- | --- |
| I-1 | Work Order `RELEASED` — one WO per Master Plan Big Plan (Style · Model · Base Color · SPRAY/Logo · Area, P.O Month = Plan Month), carrying the Routing chosen on Master Plan | Document — Master Plan | Start → Generate WIs per WO Routing process |
| I-2 | Routing · Process · Work Center | Master data | Create WIs per process of the WO Routing |
| I-3 | Per-shift Injection WI — one WI per machine × day × shift (created when the Planner releases the injection schedule at Injection Schedule) | Document — Injection Schedule | Attach per-shift Injection WIs |
| I-4 | Released process plan (Trimming · Outsourcing · Packing) | Document — process Plan screen | Process plan released? |
| I-5 | Progress: shift POP `CONFIRMED` · process POP · FG received | Production result — MES | Change WI status from POP |
| I-6 | BOM — materials per WO | Master data | Select BOM materials and the WI to issue to |

## Step ↔ screen

| Step | Role | Screen · UI button |
| --- | --- | --- |
| Create WIs per Routing process of the WO · Attach per-shift Injection WIs · Release process WIs · Change WI status from POP · Change WO status from the WIs | System (auto) | Work Order / WI · tab `Work Instructions` |
| Open the Work Order list · View Work Order detail | Planner | Work Order / WI · tab `Work Orders` (`View`) |
| Adjust process Plan Dates | Planner | Work Order · `Plan Dates` (`Save Plan`) |
| Select BOM materials and the WI to issue to · Create Material Out Requests by Process · WI | Planner | Work Order · `Booking Material Out Request` (`Create Request`) |

## Output

| # | Output | Produced when |
| --- | --- | --- |
| O-1 | MOR mang WO · WI · Process → kho Stock Out theo MOR | The Planner selects BOM materials and the WI, then presses Create Request — one MOR per (Process, WI) pair; it is not a condition for creating WIs |
| O-2 | WI stays `DRAFT` — waiting for the process plan to be released | The Trimming / Outsourcing / Packing plan of the WO is not released yet |
| O-3 | WI `RELEASED` per process → shopfloor · POP | Process plan released |
| O-4 | WI `RUNNING` → `COMPLETED` (automatic, from POP) | The WI is already `RELEASED` and has a POP; the WI `COMPLETED` is the final status |
| O-5 | WO `RUNNING` → `COMPLETED` (automatic, from the WIs) | A WI is `RUNNING` or `COMPLETED` → WO `RUNNING`; every WI is `COMPLETED` → WO `COMPLETED` |
| O-6 | Process schedule shifted (Frozen processes kept) | Planner clicks Save Plan in Plan Dates |

## Glossary

| Glossary | Meaning in this flow |
| --- | --- |
| `Work Order (WO)` | Production order created when the Master Plan is released; one Detail Plan (I/J Plan) maps to one WO |
| `WI` | Work Instruction — the work order of one process; Injection WIs are per shift |
| `Routing` | The WO process sequence; decides which WIs are created |
| `Process plan` | Trimming / Outsourcing / Packing plan; once it is released the process WI is released |
| `POP` | Point of Production — output reported per shift |
| `Frozen` | A process with Good / NG / Rework, cannot be rescheduled |
| `MOR` | Material Out Request — a request for the warehouse to issue material; one MOR per (Process, WI) pair |
| `Process` | The process that uses the material, shown in the column `Process` of the tab `Material` (Injection · Trimming · Packing …) |
| `Shift` | Shift of an Injection WI: Day (AB) or Night (CD) |