The module integrates and interconnects with other modules in the application. This interconnectivity enables you to change production orders and ensure that they are automatically updated in all other related processes and calculations in the application. The processes below are listed in the order they should be conducted.

Required baseline setup in other modules

Information in other modules must be set up before you can work with the module. This includes:

  • Set up general company information.

  • Set up the general ledger.

  • Define item groups.

  • Set up ledger accounts for item groups.

  • Set up the inventory item table in the module.

  • Create items of type BOM in the module.

  • Create BOM and BOM versions in the module.

Required calendar and work center setup

Before you use the module, open the module and create and define the calendar and work centers in the following sequence:

  1. - Set up working time templates to define the times that are available for production scheduling. Set up templates before you create working time calendars. For more information#, see Create working time templates.

  2. - Set up working time calendarsto define which days of the year are available for production scheduling. For more information, see Create working time calendars.

  3. - Set up work center groups to define the default parameters that are applied to each work center that is subsequently created and assigned to the group. Set up work center groupsbefore you set up work centers. For more information, see Set up and define work center groups.

  4. - Set up work centers to define the different resources that are used to complete the production process and to plan for capacity. For more information, see Create work centers.

Required production parameters setup

- Set up basic production parameters to define how the application should handle and process production orders. Define how they are created, estimated, scheduled, and consumed. You can also select what kind of feedback you want and how cost accounting should be conducted. For more information, see Set up production parameters.

Required journal name identification

- Identify the production journal names that you want to use to record and post transactions.

Setup if you use operations

If you are working with operations, ensure that work center groups and work centers are set up first. The parameters assigned to the work centers are inherited by both the work center and its operations. Operations represent the specific activities that occur to produce the finished product.

Note Note

You will need to know the kinds of activities that are needed to produce your item, the order and priorities of these activities, and which and how many work centers are involved.

  1. - Set up operations to represent the tasks that must be completed to produce the finished item. For more information, see Set up operations.

  2. - Set up operation relations to establish detailed properties. To define operation relations, click the button. For more information, see Set up operations.

Setup if you use routes

If you are working with routes, operations must be defined for each production route that you set up. The route represents the path that the item takes from operation to operation starting with the start of the production process to the end.

  1. - Set up cost categories to define the cost per hour of specified processes and setup times. For more information, see Create cost categories.

  2. - Set up cost groups to create and maintain different types of costing.

  3. - Set up route groups to define parameters that pertain to groups of routes. You must set up route groups before creating production routes. For more information, see Create route groups.

  4. - Set up production routes and define default settings to control scheduling, costing and pricing of route operations, and progress reporting. For more information, see Create and update production route

  5. - Set up route versions to enable item variations in production. For more information, see Create route versions.

Define optional, advanced settings

  1. - Set up production groups to establish relationships between the production order and ledger accounts. The ledger accounts will be used to post or to group orders for reporting. For more information, see Create production groups.

  2. - Create production pools to group production orders for processing urgent production orders, or for deleting and posting groups of orders. For more information, see Create production pools

  3. - Define properties to create special attributes that you can assign to your work centers for use in the scheduling process. These attributes are connected to the working time template. For more information, see Set up work center properties.

  4. - Create task groups to use in scheduling productions on alternative work centers when the assigned work center or work center group is not available. For more information, see Set up task groups.