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Feature · Production planning

Production planning

Connect material requirements and scheduled work to the customer demand they are intended to satisfy.

OverviewProduction Schedule
ERP + CRM · Production planning

Production Schedule

Work orders

New
Work order numberProductQuantity orderedQuantity completedPlanned startPlanned end
WO-88213PRD-4319430024 Oct28 Oct
WO-25994PRD-3453930019 Oct27 Oct
WO-34087PRD-231720018013 Oct20 Oct
WO-56841PRD-4656120018 Oct25 Oct
WO-27328PRD-685840015 Oct18 Oct
6 of 6 records
PRD-4319Work orders · WO-88213
Planned
Quantity ordered430
Quantity completed0
Planned start24 Oct
Planned end28 Oct
Example screen with sample data

What you can do

Plan the work behind the promise

Production Planner reviews customer demand with the product’s make-or-buy policy and the available supply. A material planning run retains its warehouse scope, horizon and calculation snapshot. Its planned orders identify the demand they support and whether the response is a purchase or a work order.

Manufacturing work carries the product, bill of material and routing into a scheduled order. Component requirements and operations remain connected to that order. Planned and actual dates show how execution compares with the intended schedule, while completed and scrapped quantities explain what output is available for the customer commitment.

How the work is organized

  • Material review. The planning result identifies shortage, past-due and rescheduling exceptions. Production Planner reviews a planned order before firming it and checks the demand link before releasing supply.
  • Released work. The work order retains its release revision and operation schedule. Components, work centers and assigned operators make the planned requirement concrete enough for execution.
  • Completion evidence. Production completion links accepted terminal output to its operation, inspection and stock event. Work-order costs retain material, labor and overhead contributions for financial follow-up.

What to agree during setup

Review product units, make-or-buy choices and lead times before using the planning output to promise dates. Confirm active bill-of-material revisions and routing operations. Work-center capacity and cost rates need an agreed basis. Review planned dates against the work centers and operators the business can actually use before promising a finish date.

Decide who can release a planned order and how the team handles a missing component or delayed operation. Define the quality checks required before terminal output is accepted. Agree how production time and cost evidence reaches the work order, including the treatment of corrections after reported output. Keep the original planned end date available when the schedule changes.

Check the handoff on an actual case

Start with an approved make-to-order customer commitment. Production Planner runs material planning over the relevant horizon and reviews a component shortage. Firm the planned purchase for the shortage and the planned manufacturing order for the finished product. Check that both still point to the demand they are intended to satisfy.

Release the work order with its selected bill of material and routing. During the rehearsal, delay a component and place the affected operation on hold. Move the schedule only after reviewing the consequence for the customer promise. Warehouse Manager should be able to distinguish material allocated to this order from stock available for other demand.

Record a partial completion and a scrapped quantity. Where quality inspection is required, follow the accepted terminal output into its completion record before posting finished stock. Accountant then compares completed cost and remaining work in progress. The planned quantity alone should never be used as evidence that finished output exists.

What your team sees

  • Production Schedule — Open work orders with planned start, planned end and reported completion quantities.
  • Planned Supply — Planned orders awaiting review or release, including their need dates and exceptions.

Follow the work through

What it keeps track of

Data model
MRP runs
Material requirements planning runs with demand, supply and shortage output.
Planned orders
MRP purchase and production proposals pending firming.
BO ms
Effective dated bills of material defining component structure.
BOM components
Components, quantities and scrap factors within a BOM revision.
Routings
Effective dated operation sequences used to produce an item.
Routing operations
Operations, work centers and setup or run time within a routing.
Work centers
Capacity bearing production resources with cost rates.
Work orders
Released production orders with frozen BOM, routing and cost rates.
Work order components
Component requirements issued into WIP for a work order.
Work order operations
Released operations with schedule, assignment and reported time.
Production log
Production execution events with time, good output and scrap.
Production completions
Accepted terminal output transferred into finished stock.
Work order cost entries
Material, labour and overhead cost entries charged to a work order.

Who uses it

Permissions
Production Planner
Owns planning and manufacturing coordination.
Purchasing Manager
Handles bought supply.
Warehouse Manager
Follows component and completion stock.
Accountant
Reviews work-order cost consequences.

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