Use this form to create and define a new production order.

Open the form

  1. Click > Common Forms> .

  2. Press CTRL+N.

  3. Enter the identification information for the new order, and then enter the relevant inventory dimensions.

    This topic describes the fields in this form in detail.

Identification

Use the fields to assign an item number and name to the new production order. The field already contains the next production number, which is retrieved from the setup in the Number sequences (form).

  • - This field is mandatory. Select the item number of the item that you want to produce. After you select the item number, the associated inventory dimensions automatically appear in the group.

    If you selected when you created item dimensions in , you can select the item number from the existing bill of materials (BOM) shown in the list.

    If you selected when you created item dimensions, the item number field will have a reference number and lot that cannot be edited.

    You can also enter the item number manually. The system checks that the item number exists in the item table and that its type is BOM.

    For more information, see Create and maintain item dimensions.

  • - The name of the item that is being produced appears when the item number is selected. You cannot modify this field when the production has been created.

Inventory Dimensions

The inventory dimensions fields appear when you select the item number.

Production

In the Production group, define how the new production order should relate to other modules in the field.

Standard or Vendor for Production Type

  • - If selected for the , the production order is created without reference to other modules, that is, to sales lines, productions, and so on. Also, if the production order was created manually, you cannot view or enter these references. You can select any configuration that the specified BOM item allows. If you assign a configuration manually, the system checks that it exists in the inventory table for the BOM.

  • - If selected for the , the order is attached to a vendor and the reference field is populated with the number of the reference that is selected, that is, either a sales order number, a vendor number, or a production number. The reference lot is then populated with one of the lots that is attached to the reference.

    So if an item is to be produced by a subcontractor and you want an independent follow-up of the subcontractor's production, you can use the type . The vendor production can also contain several items, where one of these numbers has a Vendor line type. This line type automatically creates a purchase for the cost estimate.

    For more information about line types, see .

Specify the quantity, delivery date and time

  • - If selected for the , a quantity is proposed for the item to be produced. You can change the quantity, although it must always be more than 0.

  • - If selected for the , the quantity is determined by the reference to which the production order is attached and cannot be changed during setup. As soon as the production order is created, you can change the quantity.

    For more information, see .

BOM/route

  • - The BOM date default value is the current date. This date is tentative because the production has not been scheduled. Only lines that have an active BOM date from the associated BOM are copied to the production order. You can mark a line as active in the fields and in the BOM. If you do not specify a date in these fields, the line is always active.

    For more information, see BOM versions and lines (form).

  • - The BOM number for the item that is being produced appears automatically when you select the item number. The BOM number controls which BOM the production order is copied from when the production is created. You can enter the BOM number manually if it is required. If you enter the BOM number manually, the system checks whether it already exists for the item.

    For more information about bills of materials, see BOM versions and lines (form).

  • - The route number for the item that is being produced appears automatically when you select the item number. The route number controls which route the production order is copied from when the production is created. You can enter the route number manually if it is required. If you enter manually, the system checks whether it already exists for the item.

    For more information about routes, see Create and update routes (form).

Grouping

  • - Select the pool for the production order as appropriate. Production pools can be used to define groups of production orders and are useful for scheduling groups of production orders. To use production pools, production orders must be created in the Production orders table.

  • - Select the production group for the production if it is required.

Setup

  • - The ledger field determines how the production will be posted in the ledger. It is populated with the method that was selected during the parameter setup.

  • - Define when automatic reservations should be performed from the list.

Tasks that use this form

Navigating the form

The following links and tables provide descriptions for the controls in this form.

Buttons

Button

Description

Create a new production BOM, or manage changes to existing ones.

Create a new production route, or manage changes to existing ones.

Fields

Field

Description

Unique identification of the production order. When new production orders are created, the number is either allocated automatically or entered manually.

Unique identification of the item that will be produced. This field cannot be changed. The item to be produced is defined when production is set up.

For more information, see the Create production order (form)and the Production orders (form).

Displays the name of the production. This field is automatically updated when you select .

You must enter a site for the production when the multisite functionality is activated.

When you enter a site, the system retrieves the active BOM version and route version that are associated with the site. The system then populates these values in the and fields.

When a value is entered in the field, the system verifies that the warehouse that is entered here is associated with the site.

If the warehouse is not associated with the entered site, the system removes the warehouse value so that the field is blank, and the lookup form then contains only warehouses that are associated with the entered site.

Displays the type of production order that is created. The possible types are as follows:

  • - Indicates that the production order was created without a specific attachment to an order, another production/vendor, or planned order.

  • - Indicates that the production order is produced by a vendor and that the production order is attached to another production. You can find the reference to the production order in fields and .

Contains the scheduled production quantity.

For information about how to change the production order quantity, see Production orders (form).

Displays the expected delivery or finish date for the production. You can use the delivery date in the production order operations or job scheduling, where the scheduling can be selected from delivery date. If you perform operations scheduling or job scheduling for a production order that has automatic creation of underproductions defined in the BOM, then the delivery date for the underproductions is automatically set to the date when the items should be used in the production. The underproduction then has operations scheduled from delivery date instead of the start date.

Note Note

If a production is created directly from a sales order, the delivery is automatically transferred back to the of the order line.

Delivery time.

Controls the BOM version that is active for the item when the production order is created (only valid during creation). You can define which lines to copy from the current BOM version through this date.

Indicates which BOM version is used as the basis for the production order. There may be several versions of a BOM item, but for each production order there is only one BOM version that is current.

When you enter a value in the field, the lookup form for the displays only the BOM versions that are assigned to that particular site.

If the field is blank, you can enter a BOM version manually. If you enter a BOM version that is not assigned to the site, the system clears the field and displays a message that asks whether you want to enter the active BOM version.

Indicates which route version is used as the basis for the production order. There may be several versions of a route, but for each production order there is only one route version that is current.

When you enter a value in the field, the lookup form for the displays only the route versions that are assigned to that particular site.

If the field is blank, you can enter a route version manually. If you enter a route version that is not assigned to the site, the system clears the field and displays a message that asks whether you want to enter the active route version.

Production pools are used to group productions with similar characteristics, for example, the type of item to be produced or the person who created the production orders.

For more information, see Production orders (form).

Each production order can be attached to a production group. The production group can control posting with regard to posting of item consumption, items in process, and work center consumption and work centers in process. The group can also be used as a limit in reports. You can select a group from the created production groups.

For more information, see Production groups (form).

If you want to use production groups without any accounting consequences, you should use production pools instead.

For more information, see the field.

Note Note

Production groups can be useful, for example, when working with prototype productions. You can separate the ledger postings for the prototype productions, so that they do not get mixed in with the regular production orders.

Shows how the production order will be posted in the ledger with regard to items, work in process, and the cost of the order. The field can be corrected for productions if is less than Reported as finished.

- When Identification of alternative work center:

Items in process (IIP) can consist of two sets of accounts:

  • One set for outbound of items, also known as a picking list.

  • One set for inbound items, also known as reporting-as-finished.

When you post IIP:

  • The item consumption is credited in the new account to the picking list, and a similar debit is made in the picking list's offset account.

  • The item receipt is debited from the new account for reporting-as-finished, and a similar credit is made in the reporting-as-finished offset account.

When you post work in process (WIP), the work center consumption is credited in the new account for WIP issues, and the credit is offset in WIP inventory. When a production is cost accounted, the WIP issue and offset posting is settled and carried over to the created cost accounting accounts. During cost accounting, the item consumption is credited according to posting settings and you offset in the account setup for the finished item that is produced. The work center consumption is similarly credited according to the posting settings for issues and offset according to posting settings. A production's posting setup depends on the method that you selected. Depending on the method, the account settings can be found in Work centers (form), Work center groups (form), Production groups (form), Cost categories (form), and Item group (form).

  • The posting process is illustrated in the following example:

  1. For each delivery, posting occurs through the posting setup. Therefore, you can post items that have been delivered separately. These are then also IIP. The item consumption's value is the on-hand inventory's average cost price. If the on-hand inventory's quantity or value is equal to or less than 0 (zero), the consumption is set to the standard cost price, that is, the cost price that is specified for the item. If you indicated that the standard cost price for the item must always be used, the item consumption is valued at the standard cost price.

    For more information, see Inventory model groups (form).

  2. Every time that work center consumption is registered, WIP is posted through the posting setup.

  3. Another material consumption posting; see step 1.

  4. Another work center consumption posting; see step 2.

  5. For each reporting-as-finished, posting occurs again through the posting setup. Therefore, you can separately post the value of items reported as finished. This is also IIP. The item's value is the standard cost price for the item.

    For more information, see Inventory model groups (form), field .

  6. Another reporting-as-finished.

  7. Cost accounting.

  8. IIP, that is, picking list settled.

  9. IIP, that is, reporting-as-finished settled.

  10. The issue is posted and offset in the offset account for issues.

  11. WIP is settled.

  12. The work center consumption is posted and offset in the offset account for work centers.

  13. The sum of work center consumption and item consumption represents the value of the finished production. Therefore, the receipt is equal to the sum of the issue plus the sum of the work center consumption.

    In practice, this does not have to be registered in different accounts. This simplifies the chart of accounts. You can control this by specifying the same account for several purposes, for example, the item group.

    For more information, see Item group (form).

    After the production has been cost accounted, you can post transactions for the closing of inventory.

    For more information, see Closing and adjustment (form).

Options for automatic reservations:

  • - No reservation is made automatically.

  • - A reservation is made when the production order is estimated.

  • - A reservation is made when the production order is scheduled.

  • - A reservation is made when the production order is started.

See Also