Manufacturing ➔ Entries ➔ Production orders
A production order is a request to manufacture a product that is linked to a bill of materials (BOM). This request is usually triggered by a sales order, project, or internal use request. You can create a new production order or edit the information of an existing production order.
The information in this document is applicable to product update 416 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: All fields with the “!” icon are mandatory.
Keep in mind:
Keep in mind: The Explode button is available only when you click on a subassembly item in the production order lines.
Keep in mind: The Reject button is available only when you create and save a production order, and when the production order is still in the open status (not authorized yet).
The production order is divided into the following sections:
Note: It is possible that not all columns in this example are displayed. You can add or remove columns as required by clicking Columns at the toolbar. For more information, see Creating and maintaining production orders – columns.
Select the warehouse at which you want to receive the finished good. If you are maintaining an existing production order, the warehouse information is not available for editing.
Type a description to provide more information that will enable the identification of the production order.
Type or select a project code to link the production order to the parent project. The corresponding project description will be automatically displayed. If you are maintaining an existing production order, the parent project information and the corresponding description is displayed automatically and is not available for editing. The parent project information is the order requesting the production order. For example, a parent production order, sales order, or internal use request.
By default, the cost center displayed is the cost center that is linked to the project maintenance. You can view or edit the cost center information by clicking the Project button. In the project maintenance screen, click in the Cost centre box. In the browser screen, select the relevant cost center and click Open.
Type or select the item that you want to manufacture. You can select from a list of manufactured items by pressing F2 in the Item column. If you are maintaining an existing production order, this information is displayed automatically and is not available for editing.
Type or select a bill of material (BOM) version to manufacture the finished good using the BOM. By default, the main BOM version is automatically displayed. If you are maintaining an existing production order, this information is displayed automatically and is available for editing only if the production order status is not authorized.
By default, the description displayed is the description for the finished good. This information is displayed automatically and is not available for editing.
Type or select a location to receive the completed finished good. By default, the default location for the corresponding warehouse is displayed.
Note: The Location column is available only if the Warehouse locations option is selected at System ➔ General ➔ Settings under Fulfillment section in Inventory settings.
Type or select a planned quantity of the finished good you expect to receive. By default, the planned quantity displayed is the batch quantity defined in the BOM maintenance. If you are creating a disassembly order, the planned quantity will only allow a negative quantity to indicate that the stock will be removed from the warehouse. If you are maintaining an existing production order, the planned quantity can only be edited if the production order is not in the authorized state. For more details on the disassembly process, see Overview of production orders.
By default, the realized quantity is automatically filled in after you have filled in the Planned column. This information is not available for editing. The realized quantity before any finished goods are received is zero but increases according to the quantity that has been received. If you are creating a disassembly order, the realized quantity will only allow a negative quantity to indicate that the stock is already removed from the warehouse.
By default, the to-be-realized quantity is automatically filled in after you have filled in the Planned column when you create a new production order or a disassembly order. This information is not available for editing. The to-be-realized quantity, before any finished goods are received, is the same as the planned quantity but decreases according to the quantity that has been received. If you are creating a disassembly order, the to-be-realized quantity will only allow a negative quantity to indicate that the stock is expected to be removed from the warehouse.
By default, the unit of measurement displayed is the default unit of measurement for one sales unit of the item. This information is maintained in Sls. unit, Price under the Basics tab when you go to Manufacturing ➔ Setup ➔ Items, select an item and click Open.
Type or select a serial/batch number for a serial/batch item.
Type or select the start date of the production order. By default, the start date displayed is the current system date.
Note: If you edit the Start date of a production order, you will be able to see a box that prompts you to select the following options:
Type or select the end date of the production order. By default, the end date displayed is the date the finished good is expected to be completed and ready for receiving. This date is automatically calculated from the start date using the lead time in the BOM maintenance.
Note: If you edit the End date of a production order, you will be able to see a box that prompts you to select the following options:
By default, the actual date information is not available for editing. After receiving the completed finished good at the production receipt step, the date of receipt will be automatically displayed.
Type or select the cost center to which the item is linked.
Type or select the selection code to categorize the type of production order transaction. You can use the selection code to identify the different types of production order transaction.
Type or select the ID of the employee that is requesting the production order. By default, the ID displayed is the ID registered to the current user’s login ID.
Click to display the BOM part items in the production order lines.
By default, the drawing number information is the drawing number maintained in the BOM maintenance. This information is displayed automatically and is not available for editing.
By default, the amount displayed is the total cost for the planned quantity of finished goods. This information is displayed automatically and is not available for editing.
Click the column to edit or insert a new note in the production order. In the Note screen, type the note, click Save and then Close to exit.
Click the column to edit or insert an attachment in the production order. In the Attachment screen, select an attachment by clicking . Then, type a description and click Save.
By default, the project information is the project code that is assigned to the new production order that was created and saved. This information is displayed automatically and is not available for editing.
If the production order is generated from a sales order, the sales order number is displayed automatically. This information is not available for editing. The finished goods requested in the production order are allocated to the sales order.
If the production order is generated from an internal use request, the internal use request number is displayed automatically. This information is not available for editing. The finished goods requested in the production order are allocated to the internal use request.
Once a step is completed, you will see a green check mark and the completion date under the corresponding process step. Otherwise, you will see a red cross under the corresponding step. Some of the steps are optional depending on the setup in Manufacturing settings (System ➔ General ➔ Settings). Examples of these include the authorization and print processes. If the step is an optional process, you will see the word “skip” instead of a completion date under the step.
By default, this process step is already completed once you are in the process or have already created the production order.
Click this to change the authorization status of the production order. This step is to verify the sales order requesting the production order, the available–to-promise production capacity, the ability to deliver within the requested customer order date, and validity of the bills of material. You can also authorize the production order at Manufacturing ➔ Entries ➔ Production orders. For more information on the authorization process, see Authorizing production orders.
Note: The authorization process step is available only if the Use authorise check box is selected in the Production order status section under Manufacturing settings at System ➔ General ➔ Settings.
Click this to release the production order details to the production floor. This step is to initiate the start of the production planning so that the machine and labor capacity can be allocated to the production workflow efficiently. You can also release the production order at Manufacturing ➔ Entries ➔ Release. For more information on the release process, see Releasing production orders.
Note: The production release process step is mandatory only if the Release: Required check box is selected at the Production order status section under Manufacturing settings at System à General à Settings. Otherwise, you will see the word “Skip” instead of a completion date under the step.
Click this to print the production order after it is released. Printing is done to provide the production floor and inventory management with the necessary tasks required by the production order such as the detailed BOM, attachments, and the required suborders. The printed production orders are then filed for audit purpose. Once a production is printed, you will see a check mark in the Printed column in the production order lines (BOM section) – BOM tab. You can also print the production order at Manufacturing ➔ Entries ➔ Instructions. For more information on the production orders printing process, see Printing production orders.
Note: The production order printing process step is mandatory only if the Print: Required check box is selected at the Production order status section under Manufacturing settings at System ➔ General ➔ Settings. Otherwise, you will see the word “Skip” instead of a completion date under the step.
Click this to issue raw materials, subassembly items, labor, and machine capacity for the production order. You can also issue materials for the production order at Manufacturing ➔ Entries ➔ Issue.
Note: The production issue process step is mandatory only if one or more of the options is selected at the Backflush section under Manufacturing settings at System ➔ General ➔ Settings. You can select one or more options such as Items, Labor hours and/or Machine hours.
Click this to receive the finished good. You can also receive production orders at Manufacturing ➔ Entries ➔ Receipts production.
Click this to set the production order to the Finished status, indicating that it has be completed logistically. You can also perform this action at Manufacturing ➔ Entries ➔ Finish.
Note: This process step is available only if the Use finish check box is selected at Systems ➔ General ➔ Settings, under Manufacturing settings. Otherwise, this process step is not enabled.
Click this to close the production order from further changes. Once a production order is completed, no more changes are allowed in the production order header and production order lines. You can choose to generate an invoice at this stage.
Note: In the Complete screen, when the Complete: PO lines check box is selected, the system will check for all the item lines of a purchase order that are linked to the project code. If all the related item lines of a project code have been received, then the production order is allowed to be completed.
Click this to change the status of the production order to the rejected status. You can remove the rejected status by authorizing the production order.
Note: By default, the Rejected step is displayed only when a production order is rejected instead of approved at the authorization step.
Click this to view the request (sales order or internal use request) for the production order. To view the request details, select the request and click Open in the Source screen.
Click this to fulfill the production order by transferring items from another warehouse. You will see the Generate: Interbranch transfers screen. For more information on creating interbranch transfer, see Generating interbranch transfer.
Note: An interbranch transfer is only allowed if the production order is authorized and if the production order items are available in more than one warehouse.
Click this to generate a purchase order for purchase items with insufficient or zero available quantity. For more information, see Generating production orders from sales orders, service orders, production orders, and internal use requests.
Click this to subcontract a production of the subassembly item. For more information on the outsourcing process, see Outsourcing production orders.
Click this to view the details of the linked project.
Click this to view the material requirements planning (MRP) details for the production order.
Click this to view a list of suborders that are directly linked to the production order. You can then view the suborder details by selecting the suborder and clicking Zoom.
Click this to create a new production order linked to the selected production order. This new production order is also called a suborder and is the child production order, whereas the main production, which it is linked to, is called the parent production order. If you have selected Parent project as the Show option in Manufacturing/Entries/Production orders, the suborder details are displayed in the parent production order. For more information on the Show options in the main screen, see Overview of production orders. Otherwise, if you have selected All as the Show option, you can view the suborder details using the Suborders button, or selecting the suborder and clicking Open. For more details on generating suborder, see Generating suborders for production orders.
Click this to calculate a suggested cost price based on a pre-defined scenario. For more information, see Calculating alternate cost price based on scenarios.
Click this to split the original order quantity into two smaller quantities. Another production order that is linked to the parent production order is automatically generated for the quantity of smaller or equal value.
Click this to remove an item that has yet to be issued in the production order lines.
Click this to display a list of BOM part items of the subassembly item (instead of the subassembly item itself) in the production order lines.
Note: This is available only when you click on a subassembly item in the production order lines.
Click this to reject the production order at the authorization step.
Note: This is available only when you create and save a production order, and when the production order is still in the open status (not authorized yet).
Click this to create a new production order.
Click this to exit.