Table of Contents

Quickly Create Production Orders with the Production Worksheet

If a new production order needs to be created, the production worksheet is an efficient and quick way to do so. The most common actions are about:

  • Add or modify production order lines.
  • Add or modify production consumption.
  • Add or modify routing lines.
  • Calculate operational cost and set up times.
  • Create related documents.

The production worksheet is the place where everything regarding creation and maintenance of a specific production order can be done, without switching to all kind of different pages.

Create or modify a production order line

  1. Choose the Search icon, enter Production Order List, and then choose the related link.
  2. Select the relevant production order, and then choose the Prod. Order - Worksheet action. Alternatively, go to a sales document and select the Open Production Order action in the sub page of the sales document to open the production order.
  3. On the upper part of the Production Worksheet page, production order lines can be added or modified.
Note

Changes on a production order line can be of influence of the inserted materials and routing lines. Make sure that these are also checked after changing or adding a production order line.

Create or modify production components

  1. Choose the Search icon, enter Production Order List, and then choose the related link.
  2. Select the relevant production order, and then choose the Prod. Order - Worksheet action. Alternatively, go to a sales document and select the Open Production Order action on the sub page of the sales document to open the production order.
  3. On the Prod. Worksheet Components page part select an item in the Item No. field.
  4. Enter a value in the Unit or Quantity field.
  5. The Expected Quantity and Expected Unit fields are calculated automatically.
Note

By default the standard Business Central calculation of the Expected Quantity field is disabled. Select the Calculate Component Quantity check box to activate the standard calculation.

To create of modify production routing lines

  1. Choose the Search icon, enter Production Order List, and then choose the related link.
  2. Select the relevant production order, and then choose the Prod. Order - Worksheet action. Alternatively, go to a sales document and select the Open Production Order action in the sub page of the sales document to open the production order.
  3. On the Prod. Worksheet Routing Group page part select a production order routing line.
  4. If there is a new line created the Operation No. field and the Type field are filled in with default values.
  5. In the No. field enter a work center no. or directly fill in the Standard Task Code field.
Note

If a standard task code is filled in directly, on the standard task the Default Work Center No. field must be filled in.

  1. Add the additional information for the production order routing line, such as additional descriptions or employees.
  2. If the Expected Operation Cost Amt. field is empty, the amount can be entered manually or by using the Update Unit Cost action or Calculate Send Ahead action.
Note

If no setup is made for a standard task, most information on the production order routing line must be filled in manually. If a setup is existing, values are taken over to the production order routing line. Manually adjusting these values is possible.

To create subcontracting orders for production routing lines

  1. Choose the Search icon, enter Production Order List, and then choose the related link.
  2. Select the relevant production order, and then choose the Prod. Order - Worksheet action. Alternatively, go to a sales document and select the Open Production Order action on the sub page of the sales document to open the production order.
  3. On the Prod. Worksheet Routing Group page part select a production order routing line.
  4. Make sure that the selected line is marked as a subcontracting routing line. This is indicated in the Subcontracting field in the Routing Information factbox.
  5. Choose the Subcontracting action in the Prod. Worksheet Routing Group page part.
  6. On the Prod. Worksheet Subcontracting page, on the Subcontracting FastTab, enter all related information for the subcontracting purchase order.
  7. If all related information is entered, choose the Search icon, enter Create Purchase Order, and then choose the related link.
  8. In the selection box, select the wanted option for creating the purchase order.
  9. Choose the OK button to create the subcontracting purchase order.

To create a transfer order for materials

  1. Choose the Search icon, enter Production Order List, and then choose the related link.
  2. Select the relevant production order, and then choose the Prod. Order - Worksheet action. Alternatively, go to a sales document and select the Open Production Order action on the sub page of the sales document to open the production order.1. On the Prod. Worksheet Routing Group pagepart select a production order routing line.
  3. Choose the Subcontracting action on the Prod. Worksheet Routing Group page part.
  4. In the Prod. Worksheet Subcontracting in the Transfer FastTab enter all related information for the transfer order.
  5. If all related information is entered, choose the Search icon, enter Create Transferorder, and then choose the related link.
  6. Answer the confirm message with Yes to create and release the transfer order.
Note

On the Wood Setup (Manufacturing) page, select the Create Related Documents On Release check box to automatically create all related documents such as subcontracting orders and transfer orders by changing the status of the production order to released.

To create a purchase order for production materials

  1. Choose the Search icon, enter Production Order List, and then choose the related link.
  2. Select the relevant production order, and then choose the Prod. Order - Worksheet action. Alternatively, go to a sales document and select the Open Production Order action on the sub page of the sales document to open the production order.
  3. On the Prod. Worksheet Components page part, choose a production material line.
  4. On the Vendor No. field enter the vendor number of the supplier.
  5. On the Prod. Worksheet Components page part, choose the Create Purchase Order action.
  6. On the Make Orders from Component page, in the Create Purchase Order field, choose the drop-down arrow and select an option to either create purchase orders or copy the lines to the requisition worksheet.
Note

On the Make Orders from Component page, in the Make Orders for field, choose the drop-down arrow and select the All Lines option, if there are multiple lines to purchase.

To calculate operational costs

  1. Choose the Search icon, enter Update Unit Costs, and then choose the related link.
  2. On the Update Unit Costs page, enable the Update Unit Cost on Sales Doc field to update the unit costs on sales documents.
  3. Choose the OK button to calculate the production order unit costs.
Note

If the send ahead module is active, then only the Calculate Send Ahead action is sufficient to calculate the operational cost and run- and setup times.

To post output and consumption

If the production order is executed it is also needed to register/create output and used materials.

  1. Choose the Search icon, enter Production Journal, and then choose the related link.
  2. On the Production Journal page, enter the quantities for the output and consumption lines.
  3. Choose the Post action to post output and consumption of the production order and update posted quantities and matching costs.