Coordinate repeat orders, material requirements and controlled production batches.
Component and subassembly manufacturers balance repeat business with changing quantities, dates and revisions. Customer relationships matter long before the next order reaches the shop floor. Manufacturing ERP & CRM connects that commercial history with the material plan, released production work and delivery commitments, helping teams understand the work behind each customer request.
Retain customer contacts, earlier opportunities and the current quote alongside the accepted order. Sales can understand the relationship without assuming that an earlier price, revision or requested date applies to the next job. The reviewed agreement supplies the production handover.
Keep product-quantity planning forecasts separate from sales pipeline estimates. Accepted orders consume the applicable approved forecast under the planning rules. Planners can review the remaining demand and supply together, rather than adding every commercial estimate to an already committed order.
Keep buying units, production quantities and stock units connected through their reviewed conversions. Lot, serial and location identity follow the applicable goods through receipt, production and shipment. A new pack definition or master-data edit cannot silently change a released requirement.
Use the approved routing and inspection requirements for each job. Record actual operation progress, rejected quantities and accepted final output separately. A partial quality release applies to the inspected goods; it does not release the rest of a batch by implication.
Follow material, labour and overhead through work in progress and finished output. Review the difference between standard finished value and the actual cost allocated to it. Keep the original delivery promise visible alongside partial shipments, allowing sales and production to investigate the same result.
Plan demand without counting it twice
Keep repeat business in context · Preserve units and material identity · Release batches with the right checks · Explain cost and delivery differences
Same records, same gates. The configuration changes how the process runs for this plant.
| Entity | Product | Warehouse | Location | Lot |
|---|---|---|---|---|
| ENT-7643 | PRD-8835 | WRH-120 | LCT-120 | LTS-84015 |
| ENT-6766 | PRD-1912 | WRH-110 | LCT-110 | LTS-18867 |
| ENT-8113 | PRD-1699 | WRH-110 | LCT-110 | LTS-54200 |
| ENT-7172 | PRD-5534 | WRH-150 | LCT-120 | LTS-20242 |
| ENT-1585 | PRD-8863 | WRH-130 | LCT-110 | LTS-42133 |
| ENT-1341 | PRD-3666 | WRH-110 | LCT-110 | LTS-85195 |
Owns assigned customer relationships, qualification, offers and proposed customer commitments.
Independently accepts customer orders and controls commercial exceptions and forecast review.
Prepares engineering, material requirements and feasible production plans against approved demand.
Coordinates assigned work and independently confirms actual operation/time and terminal completion evidence.
Owns actual inspection evidence and independent release of exact incoming, in-process and finished scope.
Controls warehouse eligibility, stock transfers, counts and shipment readiness.
Prepares each entity's local invoices, bills, journals, reconciliations and guarded cash allocations.
Plan each job's materials and operations from the right engineering revision.
See customer commitments, production progress and financial results together.
Turn agreed offers into clear production and delivery commitments.
Give operators clear work and follow each job through production and inspection.
Track stock through receiving, production and customer shipment.
Turn supply requests into approved purchases and reconcile what arrives with what suppliers bill.
Keep customer conversations, opportunities and next steps connected.
Connect customer receivables, supplier payables and stock costs to each entity's books.
Historical OpportunityHistory and locked SalesForecastLines by entity/customer/owner/stage and expected-close cohort, with unknown values and current/actual close/reopen separately disclosed; weighted estimates, accepted quote bookings and approved order commitments are different measures and never manufacturing demand by themselves.
Approved SalesOrderLines by customer/order/product, original promise and accepted scope, with actual dispatch, customer delivery, invoicing, returns, approved cancellation and remaining quantities from unique allocations; partial and open overdue cohorts remain visible and returns never erase actual original dispatch.
Each MRPRuns snapshot's approved demand, forecast consumption, eligible supply, pegged shortage/proposals and WorkCenterLoads versus nonoverlapping calendar capacity; proposed, firm and completed quantities are separate, late/missing/held inputs remain exceptions rather than assumed available stock.
An opportunity tracks a commercial possibility. An accepted quote and independently approved order establish the customer commitment used in planning. Pipeline estimates, planning forecasts and firm orders remain distinct, so winning an opportunity does not automatically release a job or create the same demand twice.
Related questionSales can follow authorized stock availability, order commitments and production progress. Planners review materials and work-centre capacity before arranging a feasible schedule. The original customer promise remains visible alongside reviewed changes and actual deliveries; a revised plan does not erase an earlier missed date.
Related questionAn independent Sales Manager approves the accepted sales-order revision. An independent Finance Manager approves each invoice or credit revision. The person who prepared or materially changed the document cannot supply its independent approval. Separate credit, engineering, quality and cost decisions still apply where required.
Related questionThe scope includes product-quantity forecasts, material requirements planning and production scheduling against working calendars and capacity. Accepted orders consume the applicable approved forecast. Planners review recommendations before firming supply or releasing work; the scope does not promise an automatic plant-wide scheduling optimizer.
Related questionThe relevant quantity remains held until the required independent quality decision and any rework or correction are complete. Inspection results follow the applicable plan and actual goods. A first-article or partial acceptance releases only its defined scope, without approving the rest of an order by implication.
Related questionYes, the model retains accepted final output, shipments and invoice quantities separately. Each partial action uses only the remaining eligible quantity and value. Intermediate operation counts do not multiply finished goods, and invoicing a shipment does not issue its stock or production cost again.
Related questionEach legal entity retains its own stock ownership, ledger and authority. Document currencies and reviewed conversion rates remain with the transaction, with local receivables, payables and period close. Shared records or locations do not automatically combine company balances; group consolidation is outside the baseline scope.
Related questionOrdinary manual work has no per-user fee. Machine requests, retained data beyond the included allowances, agents and model usage follow the platform rate card. Implementation is separate. See pricing for the complete rates, credit packs and model-fee treatment.
Related questionKeep customer commitments connected to engineering, production and delivery.
Coordinate repeat orders, material requirements and controlled production batches.
Carry each accepted customer requirement into a controlled production plan.
Connect purchased components, assembly work and customer delivery commitments.
