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  1. Education & School ERP
  2. Process
  3. Plan to produce
Process · Plan to produce

Plan to produce

Plan what the business still needs and track the material, work and quality decisions that produce it. The customer order remains linked to its supply without treating every operation report as another batch of finished goods.

Step by step

  1. Demand Production Planner

    Production Planner identifies approved remaining sales demand, eligible contract delivery cycles and safety-stock needs within the entity, warehouse and horizon. A generated order replaces its contract cycle’s demand. Direct service billing does not create physical production requirements.

    • Identify remaining physical requirements
    • Updates Sales order items, Contract cycles, Inventory reservations, Inventory
  2. Plan Production Planner

    Production Planner captures an MRP run with engineering, demand and supply snapshots. Components are netted against eligible unclaimed stock and remaining firm receipts or work orders. Planned orders retain their source requirement and exceptions; firmed supply is not generated again on a later run.

    • Propose net supply once
    • Updates MRP runs, Planned orders, Requisitions, BOMs
  3. Release Production Planner

    Production Planner reviews and firms the work order, freezing its BOM, routing, quantity, conversions, quality points and separate cost/rate bases. Missing material or engineering evidence remains explicit. Later changes require a controlled revision rather than replacing the plan already running.

    • Authorize the frozen production plan
    • Updates Work orders, Work order components, Document revisions
    ApprovalA person approves before the work moves on.
  4. Issue Warehouse Operator or Operator

    Warehouse Operator or an authorized Operator consumes exact component reservations into WIP at captured issue cost. Configured backflush and explicit issues share the same remaining requirement, so they cannot issue it twice. Returns retain original-issue lineage and exclude consumed quantities.

    • Move claimed material value to WIP
    • Updates Stock events, Inventory reservations, Work order components
  5. Execute Operator

    Operator reports assigned work, time, good quantity and scrap against the operation and lot. Plant Manager coordinates the floor within the released plan and approves assigned time. Approved timesheet sources retain their work-order and cost-centre allocation and cannot be consumed twice by costing or payroll.

    • Record unique production and approved labour
    • Updates Production log, Timesheet lines, Work order cost entries
  6. Inspect Quality Inspector

    Quality Inspector decides the required presented scope at its current revision. First-article permission authorizes continuation; final release covers only completed accepted output. Holds and rejected pieces remain excluded from shipment. Reinspection references earlier decisions without adding accepted quantity again.

    • Release the actual inspected scope
    • Updates Quality inspections, Work order operations
    ApprovalA person approves before the work moves on.
  7. Receive completion Operator

    Operator records the eligible terminal-operation output through the controlled completion action. The finished-stock receipt retains its lot or serial and WIP cost relief. Good counts from intermediate operations are not summed into finished quantity, and partial completion leaves the remaining work and cost in WIP.

    • Receive eligible terminal output once
    • Updates Production completions, Stock events, Inventory
  8. Close Production Planner

    Production Planner reviews resolved component, quantity, quality and cost obligations with the required Controller variance evidence. Close posts authorized residual variances from the frozen material, labour and overhead bases. Subsequent corrections preserve the original work and use linked effects in a permitted period.

    • Resolve WIP and post reviewed variances
    • Updates Work orders, Work order cost entries, Journal entries
    ApprovalA person approves before the work moves on.

Checks built in

What Education & School ERP enforces at each step.

  • The MRP snapshot uses remaining supply and demand in one scope. Full original orders and their generated contract cycles cannot both count.
  • A running job keeps its released engineering and cost basis. A new product standard cannot restate its history.
  • Production quantities follow the operation and lot. Rework and repeated inspection do not manufacture new first-pass output.
  • A held or unaccepted quantity remains unavailable even if an Operator requests a completion movement.
  • Approved source time feeds labour absorption and payroll once. Actual pay reconciles with absorption without another WIP charge.
  • Cancellation and correction reconcile issued material, completed output and financial effects rather than deleting their source records.
Production Planner
Plans, releases and closes.
Plant Manager
Coordinates the floor and approved time.
Operator
Executes assigned work.
Warehouse Operator
Issues stock.
Quality Inspector
Releases quality scope.
Buyer
Purchases shortages.
Controller
Reviews financial variance.

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