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:

  • Add or modify production order lines.
  • Add or modify production consumption of materials.
  • 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 click on Prod. Order Worksheet under Prod. Order in the top menu. Alternatively, open a sales document and choose the Show Prod. Order action.
  3. On the top part of the Production Worksheet page, production order lines can be added or modified.
Note

Changes in a production order line can influence of the inserted materials and routing lines. Make sure to check these 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 click on Prod. Order Worksheet under Prod. Order in the top menu. Alternatively, open a sales document and choose the Show Prod. Order action.
  3. In the Prod. Worksheet Components FastTab, 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 calculation of the Expected Quantity field is disabled. Select the Calc. Component Quantity checkbox to activate this calculation. If the check box is not visible, use personalization to add the checkbox to the FastTab.

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 click on Prod. Order Worksheet under Prod. Order in the top menu. Alternatively, open a sales document and choose the Show Prod. Order action.

  3. On the Prod. Worksheet Routing Group FastTab select a production order routing line.

  4. If a new line is created, the Operation No. field and the Type field are filled in with default values.

  5. In the No. field enter a Work Center number or directly fill in the Standard Task Code field.

    Note

    If a Standard Task Code is entered, the Default Work Center No. field on the Standard Task must be filled in.

  6. Add the additional information for the production order routing line, such as additional descriptions or employees.

  7. If the Expected Operation Cost Amt. field is empty, the amount can be filled by using the Update Unit Cost action or Calculate Send Ahead action under Calculate in the top menu, or entered manually.

Note

If no setup is made for a Standard Task, most information on the production order routing line must be entered manually. If a setup is existing, values are taken over to the production order routing line, which you can adjust manually.

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 click on Prod. Order Worksheet under Prod. Order in the top menu. Alternatively, open a sales document and choose the Show Prod. Order action.

  3. On the Prod. Worksheet Routing Group FastTab, select a production order routing line that is marked as a subcontracting routing line.

    Note

    You can check if a selected line is marked as a subcontracting routing line in the Routing Information FactBox. This is indicated in the Subcontracting field.

  4. In the menu of the Prod. Worksheet Routing Group FastTab, click on Subcontracting and Subcontracting.

  5. On the Prod. Worksheet Subcontracting page, on the Subcontracting FastTab, enter all related information for the subcontracting purchase order.

  6. Next, in the top menu, click on Home and Create Purchase Order.

  7. Select the preferred option for creating the Purchase Order.

  8. Click OK to create the subcontracting Purchase Order.

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 click on Prod. Order Worksheet under Prod. Order in the top menu. Alternatively, open a sales document and choose the Show Prod. Order action.
  3. On the Prod. Worksheet Routing Group FastTab, select a production order routing line.
  4. In the menu of the Prod. Worksheet Routing Group FastTab, click on Subcontracting and Subcontracting.
  5. In the Prod. Worksheet Subcontracting that opens, enter all related information for the Transfer Order in the Transfer FastTab.
  6. Next, in the top menu, click on Home and Create Transfer Order.
  7. Click on Yes to create and release the Transfer Order.
Note

In the Wood Setup (Manufacturing), activate the Create Related Documents On Release toggle in the General FastTab to automatically create all related documents such as subcontracting Purchase Orders and Transfer Orders by changing the status of a Production Order to released.

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 click on Prod. Order Worksheet under Prod. Order in the top menu. Alternatively, open a sales document and choose the Show Prod. Order action.
  3. In the Prod. Worksheet Components FastTab, choose a production material line.
  4. Enter the vendor number of the supplier in the Vendor No. field.
  5. In the menu of the Prod. Worksheet Components FastTab, click on Purchase and Create Purchase Order.
  6. In the Make Orders from Component window that opens, choose the drop-down arrow in the Create Purchase Order field and select the relevant option.
  7. If there are multiple lines to purchase, choose the drop-down arrow in the Make Orders for field and select All Lines.
  8. Click OK.

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. Click OK to calculate the production order unit costs.
Note

If the Auto. Calculate Send Ahead toggle is activated on the Send Ahead FastTab in the Wood Setup (Manufacturing), the Calculate Send Ahead action is sufficient to calculate the operational costs and run- and setup times.

Post output and consumption

When a Production Order is executed, it is necessary to register/create output and used materials.

  1. Choose the Search icon, enter Released Production Orders, and then choose the related link.
  2. Open the relevant released production order.
  3. In the Lines FastTab, click on Line and Production Journal.
  4. On the Production Journal page, enter the Quantity for the Output and Consumption lines.
  5. Click on Home and Post in the top menu to post output and consumption of the Production Order and update posted quantities and matching costs.