Production orders – Comarch ERP Enterprise 6.4 Knowledge Base

Contents

Topic overview

Production orders are the most important element of the Production framework. They are the result of data collected from such applications as Bills of material, Operations, Resources, Routings, and Bills of resources. Based on input data, a production order generates allocations for production and reserves defined resources or materials. Also, it enables production planning to deliver items to customers within a required period.

Production orders application

The Production orders application is composed of:

Header – it contains function buttons, a description, and additional resource list settings
Work pane – it is divided into:
- Table – it contains the reservations of resources and materials for production purposes
- Line item details – it allows previewing the data of table line items

Buttons available in the application header:

[New] – it makes it possible to add a new production order. An order can be created after entering a production order type in the Number field.
[New] → [Duplicate header] – it makes it possible to copy the header of a production order to once again initiate the production of an item defined in the Production item field.
[Delete] – it makes it possible to immediately delete a production order if it has not been dispatched yet. Otherwise, it allows marking/unmarking an order for deletion.
[Configure item] – if a production item is configurable, this button may be used to define what configuration type is to be produced

Note

The detailed description of the following buttons may be found in the article Actions in Production orders application.

[Recalculate due date and quantity]:
- [Recalculate due date and quantity] – selecting the button opens the dialog window Change due date and/or quantity
- [Midpoint rescheduling] – selecting the button opens the dialog window Midpoint rescheduling
[Select action]:
- [Dispatch] – it retrieves data for a production order if a bill of resources or a routing with a bill of material has been defined in settings. Also, it reserves materials and resources.
- [Dispatch and release] – it makes it possible to complete two steps at once – retrieve data and release a production order
- [Release] – it makes it possible to release a production order for further processing. The action is activated after dispatching the order.
- [Reserve inventory quantities] – it allows the manual reservation of inventory quantities of materials required in the production process
- [Set allocated quantities] – it allows allocating material quantities to a given production order. Such a production order must have the status Released and the option Use allocated quantities selected for its production order type. It is then possible to manually allocate materials using the Resource allocation application and post inventory quantities.
- [Generate picking orders and output picking slips] – it enables the user to export picking slips for materials. It only refers to cases where a material must be retrieved from a warehouse other than the production warehouse.
- [Output production documents] – it allows outputting production documents
- [Output production document copies] – it allows outputting production document copies. The action is activated after exporting original documents.
- [Calculate availability] – it allows the user to manually determine the availability of materials in warehouses; it will be displayed in the table
- [Delete line items] – it makes it possible to delete production order line items
- [Split order] – it makes it possible to split the processing of an order into separate parts
- [Block] – it blocks a production order
- [Complete order] – it processes all operations and material reservations, and changes the status of a production order to Completed
- [Generate/update distribution order for inter-company billing] – it allows settling a multi-site manufacturing operation

Fields available in the application header:

Number (required) – the field is divided into two parts. The first part makes it possible to define a production order type. After defining the type and selecting the [New] button, a number is assigned to the new production order according to a defined number range.
Order status – a dot symbol displaying the 8 statuses of a production order:
- Order status – it describes the current production order status
- Operation status – it describes the current execution status of an operation
- Material status – it describes the current status of material utilization
- Dispatch status – it describes the current execution status of a production order
- Production receipts – it describes the status of produced materials
- Output – it describes the status of documentation of a production order
- Material availability – it describes the current status of verification of material availability
- Picking order status – it describes if materials required for production have been released from the warehouse
Description (required) – an additional production order name

Production orders application tabs

The application header is composed of the following tabs:

General tab

The tab defines production order master data. It contains the following fields:

Production item (required) – an item to be ordered for production. In order to be processed with a production order, the item must have be assigned correct data in the Production view in the Items application.
Target quantity (required) – an item quantity to be produced
Identifier – the identifier of a production item. This option can be activated in the Items application (Inventory Management view) and defined in the Identifiers application.
Actual quantity – an actual item quantity manufactured in the production process. The field retrieves data from the Operation postings application.
Cost unit – it allows selecting a cost unit defined in the Cost units application
Scrap quantity – a quantity of scrap produced
Production warehouse – a warehouse where production takes place
Receipts warehouse – a warehouse where a production item is to be stored
Logistics organization – an organization responsible for inventory management, i.e. for material movements and warehouses
Employee responsible – a person responsible for the processing of a production order. By default, it is the user entering the order into the system.

Scheduling tab

The Scheduling tab makes it possible to adjust production scheduling parameters. It contains the following fields:

Scheduling category:
- Forward one level – an order’s end date is calculated based on its start date. This option does not take into account the need to produce semi-finished goods that are manufactured internally.
- Backward single-level – an order’s start date is calculated based on its end date. This option does not take into account the need to produce semi-finished goods that are manufactured internally.
- Forward multiple levels – an order’s end date is calculated based on its start date. This option takes into account the need to produce semi-finished goods that are manufactured internally. For this purpose, it creates additional production orders that include the production of the semi-finished goods.
- Backward multi-level – an order’s start date is calculated based on its end date. This option takes into account the need to produce semi-finished goods that are manufactured internally. For this purpose, it creates additional production orders that include the production of the semi-finished goods.
- Forward multiple levels in order – an order’s end date is calculated based on its start date. This option takes into account the need to produce semi-finished goods that are manufactured internally, adding them to the production order being created.
- Backward multi-level in order – an order’s start date is calculated based on its end date. This option takes into account the need to produce semi-finished goods that are manufactured internally, adding them to the production order being created.
Buffer time reduction – a percentage value by which a buffer time will be reduced
Use finite capacity – this parameter makes it possible to determine whether a given order is to take into account defined data related to the reservation of materials and resources
Note resource reservation settings – if this parameter is active, the system enables using work time models including data defined in the Valuation of gaps as interruption field in the Resources application
Earliest begin – it allows defining a start point for production order time calculations
Current begin – it is displayed after dispatching a production order as the calculated, precise start time of the order
Latest end – it allows defining an end point for production order time calculations
Current end – it is displayed after dispatching a production order as the calculated, precise end time of the order
Creation date – a production order’s creation date
Completion date – a production order’s completion date
Transitional goods receipt – it makes it possible to define a transition time following the completion of a production order

Dispatching tab

The Dispatching tab contains the input data of a given production process. It contains the following fields:

Bill of resources – a bill of resources assigned to a production item, retrieved from the Items The field is filled in automatically after selecting the [Dispatch] action.
Production method – it makes it possible to select an alternative production method if it has been previously defined in the Items application (Production view) for a given production item
Bill of material – a bill of material assigned to a production item, retrieved from the Items application. The field is filled in automatically after selecting the [Dispatch] action.
Routing – a production routing assigned to a production item, retrieved from the Items application. The field is filled in automatically after selecting the [Dispatch] action.
Dispatching date – a production order’s dispatching date and time. The field is filled in automatically after selecting the [Dispatch] action.
Delivery priority – it makes it possible to define a delivery priority from 0 (highest) to 8 (lowest). The field is for informational purposes only.
Order priority – it makes it possible to define the priority of a production order. It allows defining an additional filter in applications of the Cockpit type.

Texts tab

The tab makes it possible to add a description/text to a production order.

Classifications tab

It enables the user to assign a production order to classifications created in the application Classifications → Production order classification. This allows the optimization of data management. Production orders can be assigned to the following classifications:

Classification 1 – Production order classification 1
Classification 2 – Production order classification 2
Classification 3 – Production order classification 3
Classification 4 – Production order classification 4
Classification 5 – Production order classification 5

Voucher output tab

The tab contains a table with the list of voucher documents that will be generated once a given production order is dispatched. The table’s data can be adjusted in the application Customizing → Production → Documents. The table is composed of the following columns:

Voucher document – the type of a voucher document exported for a production order
Medium – the medium of export defined in the application Customizing → Production → Documents.
Communication connection – the contact details of a person to which voucher documents are to be sent. It is possible to define multiple recipients; to do so, individual contact details should be separated with commas.

Work pane – Table

The table displays the reservations of required resources and materials, created to process a production order. Table data may be filled in automatically by selecting the button [Select action] → [Release] or entered manually with the use of the line item editor. When filled in automatically, the data is retrieved from the applications Bills of material and Routings or Bills of resources, provided that it is assigned to an item to be produced in the Items application (Production view).

The table contains the following buttons and fields:

[Line item] – the ordinal number of a line item selected in the table
[Edit line item] – it displays the details of a given line item in the line item editor
Item – it displays the name of a selected item or allows entering an item name
[Find item] – it allows searching an item in the table according to a name entered in the Item field
[Set/remove deletion marker] – it allows setting/deleting a deletion marker for a table line item. Such a line item is deleted after saving a given production order. It is not possible to delete a table line item from a production order with the Completed status.
Line item category – it makes it possible to filter table data. The following filters are available:
- (All) – it displays all line item categories
- Co-product – it displays co-products
- Equipment – it displays equipment
- External manufacturing operation – it displays external manufacturing operations
- Material provided to vendor – it displays materials provided to a vendor
- Material reservation – it displays material reservations
- Multi-site production operation – it displays multi-site production operations
- Operations – it displays operations
- Production item – it displays production items
- Resource reservation – it displays resource reservations
[Edit condition with substitute or formula of selected line item] – it makes it possible to change formulas for a selected line item or create new formulas, defined in the Bills of material or Routings applications
[Display list of alternative items] – it allows the user to select an alternative item for a material reservation line item, provided it has been defined in the Bills of material application. After the button is selected, a dialog window with available alternative items is displayed.
[Split or replace operation] – it allows changing or editing an operation. Selecting the button displays the Split or replace operation dialog window, composed of two sections with the following fields:
- Current operation – it displays the data of an operation to be split or replaced:
  - Operation – the name of the operation being edited
  - Target quantity – the quantity of the operation being edited
- New operation – it displays the data of a new operation:
  - New operation – the name of the new operation
  - Target quantity – the quantity of the new operation
  - Transfer material – it makes it possible to define whether the new operation should retrieve materials defined in a bill of materials
  - Replace original operation – it makes it possible to define whether the new operation is to replace an operation displayed in the Current operation section

Split or replace operation dialog window

Note

A replaced operation is not removed from the production order table. The target quantity of a replaced operation is set to 0 and the parameter Replaced is automatically selected in the details displayed for such an operation in the line item editor.

View selection menu – it makes it possible to select a table view:
- Planning data – it displays planning master data in the table
- Overview – it displays additional data on material reservations
[Output pages already displayed into file] – it exports table data into an XLS file
Hide/show ranges:
- Hide/Show list header – it hides/displays table column titles
- Hide/Show line status – it hides/displays the first column the line statuses.

The production order table is composed of the following columns:

Line item status:
- Line item to be deleted
- Line item to be edited/unsaved line item
Select all – a parameter enabling the user to select table line items
Line item category:
- Material reservation
- Resource reservation
- Product
- Operation
- External manufacturing operation
- External manufacturing material
- Multi-site production operation
Line item – ordinal numbers of line items
Alternative item exists – the system displays the icon if an alternative item exists
Dependency exists – the system displays the icon if there is a dependency defined for a line item
Text note – texts – a line item note
Formula exists – the system displays the icon if there is a formula defined for a line item
Item/External manufacturing operation/Multi-site manufacturing operation/Operation/Resource – the name of a line item defined in the table
Identifier/Supplier/Destination site/Number of resources – it displays the following data:
- For items – identifiers
- For external manufacturing production – suppliers
- For multi-site production – organizations where production takes place
- For resources – the number of defined resources
Target begin date – a planned start date for an operation/material picking
Actual begin date – the actual start date of a picking operation, retrieved from a production report
Warehouse/Target setup time – it displays the following data:
- For items – a warehouse where semi-finished products are stored
- For operations – a target setup time
Production order/Order at destination site/Actual setup time – it displays the following data:
- For a semi-finished product – the number of a production order as part of which a given item is to be produced
- For operations – an actual setup time retrieved from a production report
- For multi-site operations – the number of a production order at a destination site
Change number/Target processing time – it displays the following data:
- For items – a change number
- For operations – a target processing time
Actual processing time – an operation processing time retrieved from a production report
Target quantity – a planned material quantity to be produced as part of an operation or picked from a warehouse, depending on whether a given line item is an operation or material reservation
Actual quantity – a quantity picked/produced, retrieved from a production report or material output job
Line item status – it displays dot symbols designating stage statuses for a given production order line item
External manufacturing status – it displays the processing status of an external manufacturing operation
Return delivery after processing/Automatic reporting – it makes it possible to enable the features of automatic reporting after the processing of an operation or automatic return delivery after the processing of an external manufacturing operation. Changes in inventory levels will be generated automatically.

Additionally, if the Planning data view is active, the following columns are displayed:

Available production warehouse quantity – a material quantity available in a warehouse
Reservation status f. product. warehouse quantity
Reserved quantity
Reservation status for reserved quantity
Open picking quantity – a quantity to be picked
Allocated quantity – a quantity assigned to an order line item

Work pane – Line item editor

The work pane’s line item editor contains detailed data of table line items. It allows the user to preview line item details retrieved automatically for a production item from a bill of resources or a bill of material and a routing, or to manually enter data into the table. The editor’s toolbar contains the following fields and buttons:

Line item – the field is divided into two parts which display a line item being edited along with its subitem, e.g. an operation’s resource
[Create new basic item] – it allows adding a material reservation for a production order
[New] – it allows adding a new line item of the previously edited/added category
[Create new material line item] – it allows adding a material reservation to a production order
[Create new operation line item] – it allows adding an operation reservation to a production order
[Create new resource line item] – it allows adding a resource reservation to a production order. The button is activated after an operation is selected, since resources must be assigned to a specific operation.
[New external manufacturing operation] – it allows the user to add an external manufacturing operation to a production order
[New co-product] – it allows adding a new external manufacturing operation’s co-product to a production order. The button is activated after an external manufacturing operation is selected, since a given co-product needs to be assigned to that operation.
[New internal external manufacturing operation] – it allows adding a new multi-site manufacturing operation
[Duplicate] – it allows duplicating a production order line item
[Set/remove deletion marker] – it allows setting/deleting a deletion marker for a line item. Such a line item is deleted after saving a given production order. It is not possible to delete a table line item from a production order with the Completed status.
[Edit condition with substitute or formula of selected line item] – it makes it possible to edit formulas assigned to line items
[Display list of alternative items] – it allows the user to select an alternative item for a particular material
[Validate when accepting] – if the button is selected, data is validated when the [Accept] button is used
[Save automatically when accepting and when change limit is reached] – if the button is selected, data is automatically saved when the [Accept] button is used
[Validate] – it verifies the correctness of data entered in the line item editor
[Accept] – it enters a given line item into the table

The work pane’s view changes according to the category of a line item added to a production order. The detailed description of each line item may be found in the following subchapters.

Work pane view for a new material line item

This view allows adding a material reservation to a production order. It is composed of the following tabs: