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Version: 7.0

Manufacturing order process and statuses

A manufacturing order goes through a set of statuses. The status affects which actions are available and which fields are required.

Statuses​

  1. Draft — the order is created but not yet prepared to start.
  2. Waiting — the order is confirmed for work, but materials are not reserved yet (or replenishment is expected).
  3. Ready — materials are reserved and the order is ready to start.
  4. In progress — production has started; production and consumption are recorded.
  5. Done — production is finished.
  6. Canceled — the order is canceled (a branch, not a sequential step: it can be applied from any status except Draft).

Statuses are implemented as cumulative stage flags: as the order advances, the flags of the passed stages are set, and the displayed status is the highest stage reached. Some actions can also take a stage back (for example, Unreserve clears the Ready stage, and Cancel clears In progress). The order card shows the stages as a chain of arrows.

In the orders list, rows are highlighted by status color: Waiting — pink, Ready and In progress — yellow, Canceled — bluish.

What each status means​

Draft​

Used to enter initial data:

  • type, item, start date;
  • Bill of Materials selection;
  • planned quantities — the Create Lines action (available only in Draft) generates material and output lines from the Bill of Materials.

To move the order to Waiting, run Mark as Todo.

Waiting​

Means the order is confirmed and is being prepared to be supplied with materials.

Actions:

  • Check availability — reserves materials (per line, up to the available quantity). If every material line is fully reserved, the order moves to Ready; otherwise it stays in Waiting with partial reservations.
  • Unreserve — clears the reservations made so far (shown when at least one line has a reservation).

The order cannot become Ready while the Materials location is empty.

Ready​

Means all materials are reserved.

Available actions:

  • Manufacture — asks for the produced quantity and moves the order to In progress;
  • Unreserve — clears reservations and returns the order to Waiting;
  • Check availability — can be re-run if reservations were changed.

In progress​

Actual quantities are recorded:

  • Produced on output lines;
  • Consumed on material lines.

Entering the total Produced quantity (in the card header or in the list) distributes production and consumption across the lines proportionally to the plan.

Done​

Means completion. Run Mark as Done:

  • the Execution date is recorded (defaults to the current moment);
  • the Products location must be specified — otherwise the order cannot be saved as Done;
  • actual stock movements and cost entries are created (see Production and consumption and Costing);
  • the order usually becomes read-only (see Settings).

Shortcut: Mark as Done is also available in the Draft, Waiting and Ready statuses. In that case the system automatically fills the actual Produced and Consumed quantities from the plan (if they are still empty) and passes the order through all intermediate stages at once.

Canceled​

Used if the order is no longer relevant.

  • Cancel is available in any status except Draft and Canceled itself;
  • cancelling clears the In progress flag, and a canceled order no longer affects stock, and its material consumption is not valued in costing (extra/labor/service components linked to the order still remain — see Costing);
  • reservations are not cleared automatically — run Unreserve before cancelling.

Read-only statuses​

In “Manufacturing” → “Configuration” → “Settings” each status has a Read-only flag: orders in such a status cannot be edited. Typically Done and Canceled are locked this way. See Settings.

Typical issues​

  • The order does not move to Ready — the materials location is not selected, or some material line cannot be fully reserved (not enough available quantity).
  • Cannot mark as Done — the products location is not selected.
  • Cannot save — the Bill of Materials does not match the order item.
  • The Cancel button is not shown — the order is still in Draft (simply delete it) or is already canceled.