Production planning

Production Planner turns customer demand into work that a station can accept. Each work order identifies its product, customer order, assigned resource and planned quantity. Planned start and end dates give the team a shared expectation for the run. The release decision begins with those records, before an operator starts reporting output.

A work order stays Draft while the planner checks its inputs. Release to Production checks that the linked customer order is Approved or Released, the planned quantity is positive, the resource is Available and the planned dates are in order. A failed check leaves the work unchanged. The planner corrects the cause and submits the same work order again.

• Demand ownership. Manager reviews customer orders and their item lines. Production Planner uses the accepted demand to prepare production, retaining the customer order reference so the team can explain which commitment a run serves.
• Station assignment. Production Planner selects the resource and reviews its availability and daily capacity. A station marked Maintenance or Unavailable requires a planning decision before the release action can succeed.
• Work progression. Draft preparation leads to Released work. Production evidence later brings the work into quality review. Accepted batch release completes the work order, giving the planner a defined point for checking finished stock.

Agree who maintains resource availability at shift handover. A station can have a sensible daily capacity and still be unavailable today. Decide when the planner checks that status and who corrects it after maintenance. Also agree how planned dates relate to the working day so operators and planners interpret the schedule consistently.

Set the customer order approval responsibility with Manager. Production release depends on an eligible order state, so the planner needs a clear handoff when a customer changes quantities or timing. Review the customer order lines alongside the planned product and quantity before release. Use station capacity as a planning input and rehearse how the team handles competing runs.

Take a customer order for an assembly and prepare a Draft work order for 40 units. Select the intended bench and enter the planned dates. Leave the customer order in Draft and try the release action. The planner should receive a refusal and the work order should remain unchanged.

After Manager approves the customer order, repeat the check with the bench marked Maintenance. Correct the bench selection or availability before trying again. With an eligible order, positive quantity, an Available resource and ordered dates, release the work. Ask Production Operator to locate it in Assembly Schedule and confirm the product and assigned station. This rehearsal makes each participant check the same production commitment.

• Production Release Queue — Draft work with the customer order, resource and dates needed for the release check.
• Assembly Schedule — Released work and work under way or awaiting quality review, shown with planned start and end dates.
• Work Order Board — Work grouped by its current state for the planning discussion.

Use Plan and release production for the release rehearsal, then Capture station and production evidence for the floor handoff.