Order approval and production release

Step by step

1. Capture the request Production Planner

   Production Planner records the customer order, required date and item lines in Draft. Check the part quantities with the customer before committing the shop to a production window.

   • Create customer demand at Draft
   • Updates Parties, Orders, Order lines, Items

2. Approve the order Production Planner

   Production Planner approves the request after checking the lines and required date, then records Approved. Agree the approval policy during setup and make the owner of customer changes explicit.

   • Record Draft → Approved after the decision
   • Updates Orders, Order lines
   ApprovalA person approves before the work moves on.

3. Plan the job Production Planner

   Production Planner creates a Draft work order with the product, quantity, resource and planned start and end. Retain the customer-order link and use the line link where the job serves a particular part.

   • Set product, quantity, resource and planned dates
   • Updates Work orders, Resources

4. Request release Production Planner

   Production Planner ticks the release request. The workflow validates the linked order, planned quantity, resource availability and schedule. Eligible work becomes Released; an invalid request returns a reason for the planner to address.

   • Validate and record Draft → Released or return a reason
   • Updates Work orders, Orders, Resources

5. Hand over to the operator Production Operator

   Production Operator checks the released job and prepares its build. The release request stays ticked, and repeating the release action must preserve the existing result.

   • Prepare the linked printer run
   • Updates Work orders, Print builds

Production Planner

, Production Operator.