Manufacturing orders: list and card

Location

Open “Manufacturing” → “Operations” → “Manufacturing orders”.

What a manufacturing order is used for

A manufacturing order is the main manufacturing document. It is used to:

• record what has to be produced (or unbuilt/disassembled);
• set the planned quantity;
• specify the Bill of Materials (item structure) that is used to calculate materials;
• perform an availability check and reserve materials;
• record actual production and actual consumption;
• specify the Products location when the order is Done.
• monitor work order statuses directly from the order card.
• generate work orders from Bill of Materials operations, including operations from nested intermediate Bills of Materials, during line generation/recalculation.

Manufacturing orders list

The list is used to control current orders and quickly open the order card.

Typically, the list contains columns such as:

• Number
• Start date
• Item (what is produced)
• Type
• Company (if used)
• plan: To produce and Unit of measure
• Bill of Materials
• line counters: number of material lines and number of output lines

The list usually also allows:

• creating a new order;
• editing;
• deletion (if not restricted by status and permissions).

Manufacturing order card

The manufacturing order card is used to run the process step by step.

Main fields

At the top of the card you typically set:

• Type — affects behavior (for example, disassembly and related settings);
• Start date — planned start date and time;
• Item — the item being produced;
• Responsible — may default to the current user;
• Bill of Materials — item structure;
• Material storage location — where materials will be consumed from.

Bill of Materials item consistency check

If a Bill of Materials is selected, the system checks that the item in the Bill of Materials matches the order item.

If the items do not match, the order cannot be saved.

Quantity to produce

An order has a planned To produce quantity. Based on it, the system can:

• calculate planned material quantities;
• calculate planned output quantities;
• recalculate actual values proportionally if you enter production as a single number.

Typical scenarios

Create an order and prepare it to start

1. Create a new manufacturing order.
2. Fill in the type, item, and start date.
3. Select a Bill of Materials.
4. Make sure material and output lines are calculated.
   • At the same time, work orders are generated from Bill of Materials operations, including operations from nested intermediate Bills of Materials.
5. Run availability check and reserve materials.

Manufacture and mark as Done

1. Move the order “in progress”.
2. Manage work order execution (optional):
   • Navigate to the Work orders tab.
   • Use Start and Mark as Done to track operation progress.
3. Enter actual production (adjust actual consumption if needed).
4. Run Mark as Done and specify the Products location.

Create purchase orders for materials

From the manufacturing orders list you can create purchase orders for the materials required by selected manufacturing orders.

1. In the filters, set Materials location — only manufacturing orders for this location will be processed.
2. Select the manufacturing orders you want to procure materials for.
3. Run the Create orders action.

The system:

• aggregates required materials (only consumption lines that are not yet linked to a purchase order) across the selected manufacturing orders;
• groups items by their default vendor and creates one purchase order per vendor;
• creates an additional purchase order (without a vendor) for items that have no default vendor;
• sets the chosen materials location as the location of each new purchase order;
• links every processed consumption line to the corresponding new purchase order line, so the relation between the manufacturing order and the purchase order is preserved;
• opens each created purchase order for review.

If no Materials location is set, the action displays a message and does not create any orders.

Manufacturing demand in purchase auto order

When purchase order auto filling is enabled, manufacturing demand is included in the purchase order Auto order calculation.

In the purchase order item grid, the system shows:

• Awaiting consumption — material quantities from manufacturing orders waiting for execution;
• Consumed — material quantities from Done manufacturing orders in the selected order period.

These quantities increase the suggested Auto order amount together with shipment demand, so purchase orders can cover both sales shipment needs and manufacturing material needs.