Use this form to view, change, or create new production orders. Production orders are requests to start manufacturing an item. All information associated with the item to be produced is contained in the production order. This includes information from the Bill of material (BOM), work centers, routes, and operations.

Production orders are generated automatically when you specify a quantity in the form. They can also be generated directly from or from a .

Tasks that use this form

Navigating the form

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

Tabs

Tab

Description

Overview tab

View an overall summary of production orders, including the warehouse and the status of the order. You can create new orders or edit information about the existing ones.

General tab

View or modify general identification and production information, status, scheduling dates and production pool groupings for the selected production orders.

Setup tab

Define the criteria you want to use to process the production order. These include the date that the BOM becomes effective, the route number on which the production is based, production scheduling information, the method for posting the order to the ledger, and the measurement factors of the item being produced.

You can view all related productions, including the number of the top-level production that the production order is a component of and the alphanumeric identifier of the planned order. All fields are read-only.

Update tab

View the latest updates to the current production order. All fields are read-only.

When the multisite functionality is activated, you can filter production orders by site.

Select the check box and select a site from the drop-down list to display production orders for the site on the tab.

If you do not select to filter by site, all production orders, regardless of the site, are displayed.

If the multisite functionality is not activated, this tab is not available.

Dimension tab

View or change information about the department that the production order is associated with, its cost center and its purpose.

Buttons

Button

Description

Update the bill of material for the item being produced. Changes can be made to the specified fields as required.

Update production routes for the item being produced. Changes can be made to the specified fields as required.

Obtain an overview of all jobs associated with the production. Related tabs in the form, and , contain read-only fields that display application-generated information about the production jobs.

Access functions that are required to update the statusof the production order. These functions include estimation, operations scheduling, job scheduling, release, start, reported as finished, and costing. Updates follow the sequential flow in the life cycle of the production order. You can also access the price calculation, the production log, and reset status functions.

View and make inquiries about the results of production calculations, for example, price calculation, route transactions, reference list, capacity reservations, net requirements, BOM explosions, explosion tree, and production posting.

Open a selection of journals used to report material and time consumption, in addition to productions reported as finished. These journals are directly linked to the ledger system because posting to them involves posting to the ledger.

Access submenus to view inventory information related to production: , , , , and .

Use the Gantt chart to view your production orders graphically. They will be grouped by work centers.

Note Note

If you cannot enable the button, make sure that the scheduling status is not set to on the tab.

Fields

Field

Description

Displays the production number. This is a unique identification of the production order. When new production orders are created, the number is either allocated automatically or entered manually. For more information about production order creation, see the Create production order (form).

Displays a unique identification of the item that is to 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).

Select an item configuration to specify an item with specific attributes.

Enter the warehouse where you will store your items.

Shows exactly where the production order is in the overall production cycle. The production status is automatically updated every time that update or scheduling is run on a production order.

The typical life cycle of a production order begins with the start of the production process when the order is first created. The order is automatically assigned the status at this point.

Status updates for subsequent phases include: Estimated, Planned, Released, Started, Reported as finished, and Ended.

Displays the remainder status on the production order. For an explanation of the different statuses, see Working with the production status.

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.

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

Identification of alternative work center:

If you press ALT+H, the work center table is displayed. If there is no available capacity in the work center attached to the operation in the production route, the operation is scheduled for the alternative work center. This takes place as long as the operation has an attached requirement that is less than or equal to the requirement specified for the alternative work center.

If alternative work centers that fit the requirements are available, the operation will be scheduled for the first work center with enough capacity. Here a descriptive name is defined for the production order. This makes it easier to identify a production. You cannot correct this field. When a new production order is created, the name is automatically filled in with the for the item the production is concerned with. You can change the name when the production is created.

The possible production types are as follows:

  • – The production has been created without a specific attachment to an order, another production or vendor, or a planned order.

  • – The production is produced by a vendor and the production order is attached to another production. You can find a reference to the production order through the and the fields.

Displays the scheduled production quantity.

Displays the desired delivery or finish date for the production. You can use the delivery date in the production's operations or job scheduling, where the scheduling can be selected backward from delivery date. If you perform operations scheduling or job scheduling for a production order that has automatic creation of underproductions defined in the bill of material, the delivery date for the underproductions is automatically set to the date when the items will be used in the production. The underproduction will then have operations scheduled backward from delivery date.

Note Note

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

The delivery time.

This color is used in the Gantt chart if it is defined in the color setup.

Displays the scheduling status of the production:

  • – The least detailed of the two types of scheduling available in the production system. Operations scheduling is frequently used when you want a rough estimate of the duration of the production process.

    Note Note

    To enable the button, the scheduling status must not be set to .

  • – The most detailed of the two scheduling types available in the production system. For more information refer to the Monitor production jobs (form).

Each production can be attached to a production group. The production group can control 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. Production groups are described in detail in the Production groups (form).

If you want to use productions groups without any accounting consequences, you should use production pools instead. For more information refer to the Production pools (form)

The scheduled start date.

The scheduled end date.

The scheduled start time.

The scheduled end time

Controls the BOM version that is active for the item when the production order is created. You can define which lines are to be copied from the current bill of materials version through this date.

Indicates which bill of material has been used as the basis for the production order. There may be several versions of a bill of material item, but for each production order there is always only one bill of material that is current and used as the basis for the production order.

Specifies how the component items, identified by the BOM lines, should be handled in terms of automatic reservation. The value is proposed on the BOM lines but can be changed individually for each line. The reservation is made the first time a production order is cost estimated.

The following options exist:

  • - No reservation is made.

  • - A reservation is made.

The route used when you create a production.

Have route jobs been generated for the production?

Test the route?

Type or select a code for the item characteristics created in the form.

Is the production locked for re-scheduling?

The production priority. The higher the number, the higher the priority.

Shows how the production order is to be posted in the ledger, for both items and work in process, in addition to the costing of the production order. The field can be corrected for productions if the is lower than . The field can also be specified by using the Create production order (form).

The following options exist:

Items in progress (IIP)

Item in progress can consist of two sets of accounts: one set for outbound items, also called a picking list, and one set for inbound items, also called reporting-as-finished. When you post an item in process, the following changes occur:

  • The item consumption is credited to the new account in 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.

Work in process (WIP)

When you post work in process, 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. Upon cost accounting, the item consumption is credited according to posting settings and you offset in the account setup for the finished item 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 selected, and depending on the method, the account settings can be found in the Work centers (form), the Work center groups (form), the Production groups (form), the Cost categories (form), and the Item group (form).

The posting process is illustrated in the following example:

  1. For each delivery, posting occurs through the posting setup, and therefore you can post delivered items separately. These are then also items in process (IIP). The item consumption 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 zero, the consumption is set to the standard cost price. The cost price specified for the item. If you indicated for the item that the standard cost price must always be used, the item consumption is valued at the standard cost price. For more information, see the field in the 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 1.

  4. Another work center consumption posting; see 2.

  5. For each reporting-as-finished, posting occurs again through the posting setup, and therefore you can post separately the value of items reported as finished. This is also IIP. The item's value is the standard cost price for the item. See also Inventory model groups (form), field .

  6. Another reporting-as-finished.

  7. Cost accounting

  8. IIP, that is, the picking list is settled.

  9. IIP, that is, reporting-as-finished is 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 + the sum of the work center consumption.

In practice, the production does not have to be registered in different accounts, simplifying the chart of accounts. You can control this by specifying the same account for several purposes, for example the item group. See also the Item group (form).

After the production has been cost accounted, you can post transactions with the closing of the inventory. See the Closing and adjustment (form).

Displays the profit setting that has been used or that will probably be used to calculate a sales price for the production order The price is calculated when estimating and cost accounting.

The measurement conversion factor for the height dimension.

The factor for the measurement dimension width.

The measurement conversion factor for the depth dimension.

The measurement conversion factor for the density dimension.

Displays connections to other modules, including the item reference type of the production. If the production is created directly to an order line, the is displayed. If the production is created for a purchase or a project, the or is displayed. If there is a reference to another production, the is displayed. You cannot correct this field.

Displays the number of the sales order, purchase order, or production from which the production is derived. If there are no connections, the field is blank. You cannot correct this field.

Displays the numbers of the reference lot and the item lot to which the production belongs. The item to be produced goes into inventory and from there into the lot that is specified here. It is not relevant that the item does not physically reach the inventory.

If the production is included directly in another production, this field displays the number of the main production. The level of this production in the production hierarchy is displayed in the field. If no references exist, the current production number is displayed. If the production has a connection to another production, the field displays the level of the production relative to the main production. For example, if the level of the main production is 0, the derived productions are at level 1, and the productions derived from them are at level 2, and so on. If no references to other productions exist, the value is 0.

When this field is marked, references to subordinate levels are also estimated. Therefore a change can affect the attached references. Subordinate levels indicate derived productions. This means that their level number is higher than that of the current production. You will find more information about production levels on the tab.

Identification of the plan.

This field, together with the field, contains the reference system for the master scheduling proposal.

If the production was derived from the Item requirement statistics (form), the field will contain the number of the planned order that generated the production.

If the field is blank, no reference exists for the planned order. The field cannot be edited.

The original production that the current split production is based on.

The date and time on which the record was created.

The latest date of which the production order was estimated.

Displays the quantity that is used as basis for cost estimating. This quantity can differ from the quantity that has been planned, started, or reported as finished.

The last scheduled date.

Displays the latest date on which the start of a production order occurred.

Displays the start quantity. The start quantity is updated automatically with the quantity that is started.

The latest date on which the production order was reported as finished.

Displays the date that the production order status was updated to .

Displays the number of the lot to which the production is attached. The field cannot be edited.

Identification of the item's dimensions. See the Inventory dimensions (form).

The scheduling direction last used.

The scheduling date last used.

The scheduling time last used.

Displays the number remaining to be reported as finished.

The identification of the site.

You can define department, cost center and purpose on a production order. If production order dimensions exist, they are automatically transferred to the route. However, if the production order dimension fields are left blank, dimensions will default from the work center used.

You can define department, cost center and purpose on a production order. If production order dimensions exist, they are automatically transferred to the route. However, if the production order dimension fields are left blank, dimensions will default from the work center used.

You can define department, cost center and purpose on a production order. If production order dimensions exist, they are automatically transferred to the route. However, if the production order dimension fields are left blank, dimensions will default from the work center used.

Specifies the size of the item

Specifies the color of the item.

Enter the batch number dimension. If you select and in the upper section of the or form, you can change the batch number for the transfer order line.

Location inside a warehouse. If you select and in the upper section of the or form, you can change the location number for the transfer order line.

The unique ID for the pallet (Serial Shipping Container Code)

The serial number dimension. If you select and in the upper section of the or form, you can change the serial number for the transfer order line.