Production Plan

Production Plan

A production plan aids in the production and supply planning for the manufactured items. Sales Orders (to Clients) or Material Requests can be used to commit to these production products (internally).

The adoption of a production plan enables the user to schedule production in relation to a number of sales orders or material requests. Also, it aids in the planning of material procurement for the raw material item depending on the volume of created finished goods.

Go to: to access the Production Plan list.

Home > Manufacturing > Production > Production Plan

1. Prerequisites

It is suggested that you first create the following before making and using a production plan:

Item
Material Request
Sales Order
Bill Of Materials
Routing

2. How to Create a Production Plan

A Production Plan can be used to schedule the production of Items in response to Sales Orders or Material Requests, as was previously described.

The typical actions are:

Click on New in the Production Plan list.
Choose between purchasing things from a sales order and a material request.

You can choose the Products to make while creating a production plan manually.

2.1 Production Against Sales Orders

Choose the Sales Order option under "Get Items From" in the drop-down menu. The system will display the filters, and you can fetch the Sales Orders for production using those. If you simply have a few Sales Orders during a specific time period, you don't need to utilize all these criteria.

To retrieve sales orders using the aforementioned filters, click Obtain Sales Orders.
To retrieve the items from the aforementioned Sales Orders, click on 'Get Items for Work Order'. Only those items that have a BOM will be retrieved.
You can choose to "Include Exploded Items" when you extend a row in the Things to Manufacture table. Marking this box indicates that it also comprises the raw materials used to make the subassembly parts.
Items with the same BOM are consolidated into a single item with the combined total intended quantity if "Consolidate Items" is checked and saved.

2.2 Production Against Material Requests

Choose the Material Request option in the Obtain Items From drop-down menu. The system will display the filters, and we may fetch the Material Requests for production using those.
To retrieve material requests based on the aforementioned filters, click "Get Material Request".
To retrieve the goods from the aforementioned material requests, click Obtain Items for Work Order.

2.3 Fetching Sub Assembly Items

Sub Assembly Items are retrieved from the BOM of the Completed Good Items in the table above by clicking on the "Get Sub Assembly Items" button.

2.3.1 Sub Assembly Items

While selecting Manufacturing Type, the user will have the choice to create an In-House (Work Order), Sub-contract Purchase Order, or Material Request for Purchase against Sub-assembly items.

If a user wants to submit a Material Request for both their Final Raw Materials and Sub-assembly Items, they must choose "Material Request" as the Manufacturing Type for Sub-assembly Items and then click "Get Raw Materials for Purchase" to retrieve Sub-assembly Items from the Material Request Plan Item table.

2.3.2 Combining Sub Assembly Items

The Sub Assembly Items can be merged if there are Completed Products that share a Sub Assembly Item. The same item, warehouse, BOM, and manufacturing type would be required for a combination.

This allows for the creation of many Sub Assemblies in bulk for different Finished Products using a single Work Order.

2.4 Planning for Material Requests

The necessary raw material Items in the Material Request Plan table will be retrieved when you click the "Get Raw Materials for Purchase" button. For instance, if you require 100 raw plastic numbers to make 200 plastic canes but only have 20, selecting this option will add a row with 80 numbers in the Needed Quantity column.

Use the following checkboxes to perform certain actions:

Include Non Stock Items: to incorporate non-stock products into the planning for material requests. i.e., products for which the "Keep Stock" checkbox is not selected. For further information, see the item page.
Include Subcontracted Items: If the option to include exploding products is disabled, add the raw materials for subcontracted items.
Ignore Existing Projected Quantity: If enabled, even if the user has previously requested or ordered the relevant items, the system will still create the Material Request. By checking this box, you can add a request for 100 quantities of a raw material, such as raw material A, even if you currently have 150 of it.
For Warehouse: The Warehouse that the user wants to create the material request for can be set. The system will check for raw material stock in this Warehouse while establishing Stock Entries during the production process.

2.4.1 Download Material Request Plan

The Excel sheet containing the raw materials required to fulfill this Production Plan will be provided to the User upon clicking the "Download Material Request Plan" button. The user can choose a warehouse to examine the quantity that is available there. When you click "Download Material Request Plan," a popup window for chosen warehouses will appear. If a user wants to run the plan for more than one warehouse, they can choose those warehouses from the Popup and download the plan as an Excel file. An Excel sheet will resemble:

2.5 After Submitting

The user has the ability to create Work Orders for the production items and Material Requests for the raw materials once the Production Plan has been filed. Users can also set the Production Plan's Status to Closed.

2.5.1 Closing a Production Plan

There may be instances where a Production Plan is just partially finished and will be abandoned. There are several causes for this that include:

One of the items was made independently and not according to the production schedule.
Due to a change in schedule, pending items won't be created.

In these situations, Users can set the Production Plan's status to Closed, preventing the creation of any new Work Orders or Material Requests.

The same can be Re-opened.

2.6 Making work order for the sub-assembly items

The option to create a Work Order, Sub-contract Purchase Order, or Material Request for Purchase against Sub-assembly components utilizing Manufacturing Type is available to the user.

In-House Manufacturing should be chosen as the Manufacturing Type when creating a Work Order for sub-assembly products. You must select Generate -> Work Order / Subcontract PO after clicking Submit.