Engineering & planning
Plan each job's materials and operations from the right engineering revision.
StatusProposedReviewedFirmedPartiallyConverted
- WRH-130: PO-93117, 06 Sep to 14 Sep, Proposed
- WRH-120: PO-55859, 06 Sep to 12 Sep, Reviewed
- WRH-150: PO-81066, 15 Sep to 21 Sep, Firmed
- WRH-110: PO-28931, 16 Sep to 24 Sep, PartiallyConverted
- WRH-120: PO-54381, 22 Sep to 01 Oct, Proposed
- WRH-110: PO-41033, 06 Sep to 12 Sep, Reviewed
- Products
- UnitsOfMeasure
- ProductUnits
- BOMs
- BOMComponents
- Routings
- RoutingOperations
- EngineeringChangeOrders
- Calendars
- CalendarIntervals
- WorkCenters
- WorkCenterRates
- CostRollups
- CostRollupLines
- ProductionForecasts
- ForecastConsumptions
- MRPRuns
- DemandRequirements
- PlannedOrders
- PlannedOrderAllocations
- MRPPeggings
- MRPExceptions
- WorkCenterLoads
Define the product and the work
Products identify bought and made goods, their base units and lot or serial requirements. Reviewed conversions keep purchasing packs distinct from the units a job consumes.
The bill of materials defines one primary output and the component quantities required for its explicit output basis. Nested subassemblies remain traceable. Circular recipes are rejected, and quantities belonging to different products cannot be added as though they were finished pieces.
A routing describes the ordered operations, capable work centres, setup and run requirements and inspection points. It identifies the terminal output operation. Intermediate progress remains useful without becoming another receipt of finished goods.
- Keep material grades and permitted substitutions explicit.
- Apply the planned extra-input scrap allowance once.
- Charge setup once for its stated batch, not once per unit.
- Keep planning buffers separate from chargeable labour and machine time.
StatusProposedReservedReleasedConflict
Introduce engineering changes deliberately
An engineering change brings the affected product, recipe and routing revisions together. Record the reason, cost impact and effective boundary, with a clear treatment for each affected open order or job.
Some work can continue on the old approved revision. Unexecuted work may need a reviewed change; already performed work may require controlled rework or cancellation. A changed master cannot silently rewrite issued materials, accepted customer requirements or finished output.
Independent Production Manager review authorizes the technical change. Altered inspection criteria need independent Quality Inspector review, and Finance Manager reviews cost or rate effects. Apply the change only when all required decisions match its current content.
StatusOpenReviewed
Keep standards traceable to their inputs
A cost rollup follows the selected recipe and routing into material, labour and overhead workings. It retains component standards, centre rates and the calculation batch used to spread setup cost.
Missing inputs stay missing until resolved. A subassembly standard cannot be charged together with another full explosion of the same embedded cost. Labour and overhead use their declared bases, without adding a combined burden again.
Calculation produces a proposed standard. Independent Finance Manager approval and guarded activation establish the effective value; a calculated result alone does not revalue warehouse stock or change a released job.
Separate sales expectations from production demand
Commercial forecasts describe opportunities and expected value. Approved production forecasts describe product quantities needed at a site and time. The two help different decisions and do not automatically convert into each other.
When approved customer orders consume a matching production forecast, the remaining forecast decreases by the matched quantity. Planning then sees the actual order and only the unconsumed forecast balance. The same expected sale cannot remain in both populations as duplicate demand.
Independent Production Manager approval establishes the production forecast. Material planning uses its current approved remainder alongside actual customer commitments, with clear matching windows and original source history.
Explain every material proposal
An MRP run freezes the demand, stock, claims, open supply and technical versions for its site and horizon. It calculates shortages from remaining eligible quantities, preserving the source that caused each requirement.
Received or completed supply cannot also count beside the resulting stock. Minimum quantities and order multiples apply once after netting; analytical pegging creates no physical reservation.
Planned-supply allocations reserve bounded conversion tranches and bind each generated purchase line, work order or transfer. Reruns and retries preserve those claims. Only evidenced cancellation of unexecuted scope frees generated capacity; uncertainty retains it.
| Planning information | What it explains |
|---|---|
| Demand requirement | Product, quantity and need date |
| Supply pegging | The eligible stock or supply covering that need |
| Planned order | Remaining purchase, make or transfer proposal |
| Exception | Missing input, shortage, date or capacity conflict |
Check capacity before release
Work-centre calendars retain actual available and blocked intervals, including shutdowns and maintenance. Each interval uses its effective resource count capped by centre capability and applies efficiency once, with existing reservations deducted. Setup and run loads remain explainable against the reviewed operation basis.
Production Planner reviews shortages and feasible dates. A capacity conflict stays visible until a suitable reschedule or source change is approved. The plan does not imply an optimizer or autonomous changes to customer promises.
Independent Production Manager release freezes the job’s engineering, quality and cost versions after required material and capacity checks. Purchasing and warehouse decisions separately authorize their proposed supply paths.
Modules
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Customers & pipeline
Keep customer conversations, opportunities and next steps connected.
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Sales & customer orders
Turn agreed offers into clear production and delivery commitments.
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Engineering & planning
Plan each job's materials and operations from the right engineering revision.
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Shop floor & quality
Give operators clear work and follow each job through production and inspection.
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Purchasing
Turn supply requests into approved purchases and reconcile what arrives with what suppliers bill.
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Inventory & shipping
Track stock through receiving, production and customer shipment.
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Finance
Connect customer receivables, supplier payables and stock costs to each entity's books.
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Reporting
See customer commitments, production progress and financial results together.
Reports
All reportsMaterial and Capacity Plan
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.
Production Cost and Variance
Unique terminal ProductionCompletions, accepted material/person-hour/machine-hour bases, actual WIP relief, frozen-standard output and separately posted immediate/scrap/remaining-close variances by work order; intermediate/rework throughput never increases finished units and no variance is counted again at close.
Roles and permissions
Prepares supplier commitments and resolves commercial supply issues.
Prepares engineering, material requirements and feasible production plans against approved demand.
Independently controls technical versions, approved manufacturing demand and production release.
Independently controls credit, valuation, payments and financial close in each entity.
Related processes
Lead to order
Carry the customer's requirements from the first conversation to an approved order.
7 stages · 2 approvals
Order to cash
Carry the accepted order through shipment, invoice approval and cash application.
5 stages · 2 approvals
Plan to produce
Turn approved demand and engineering into completed, accepted production.
9 stages · 6 approvals