Project as the top of the tree
Work orders, purchases and engineering hours belong to a project phase; the project shows cost to date and cost to complete.

Long-lead, designed-to-contract products: project structure over the plan, milestones, progress billing and cost to complete.
Machinery, equipment and structures designed to a contract need the plan tied to a project. The authored core supplies products, engineering changes, work orders and costs. The following project capabilities are extensions to scope and verify during rollout.
Work orders, purchases and engineering hours belong to a project phase; the project shows cost to date and cost to complete.
Bills are released in stages as engineering completes them; procurement starts on long-lead items before the design is final.
Invoicing is tied to project milestones, not to shipment.
Customer changes create a priced change order that adjusts scope, cost and schedule together.
The finished machine has a serial with full genealogy and an as-built bill for service later.
Project as the top of the tree · Milestone billing
Change orders
Design releases
Serialised deliverables
Same records, same gates. The configuration changes how the process runs for this plant.
Planner reviews suggestions, releases WorkOrders (Status: Planned → Released), and WorkOrderComponents + WorkOrderOperations are generated from the referenced BOM and Routing.
| Work Order Number | Product | Quantity Ordered | Quantity Completed | Planned Start |
|---|---|---|---|---|
| WO-12156 | PRD-5525 | 50 | 0 | 21 Sep |
| WO-61333 | PRD-6326 | 550 | 0 | 26 Sep |
| WO-59893 | PRD-3945 | 210 | 70 | 16 Sep |
| WO-72971 | PRD-5394 | 840 | 0 | 18 Sep |
| WO-14931 | PRD-8370 | 50 | 0 | 19 Sep |
| WO-92173 | PRD-9069 | 520 | 300 | 15 Sep |
Owns MRP, work-order release, scheduling, and BOM/Routing maintenance.
Manage Products, BillOfMaterials, BOMComponents, Routings, RoutingOperations, EngineeringChangeOrders, WorkCenters, Calendars, Shifts, Forecasts, MasterSchedule, PlannedOrders, MRPExceptions, WorkOrders, WorkOrderComponents, WorkOrderOperationsView Inventory, SalesOrders, SalesOrderLines, PurchaseOrdersCreate Requisitions for planned supplyManages procurement of raw materials and components.
Manage Suppliers, SupplierItems, RequestsForQuotation, Requisitions, PurchaseOrders, PurchaseOrderLinesView Products, Inventory, Contacts (Vendor), GoodsReceipts, SupplierInvoices, MatchExceptions, ApprovalsSubmit requisitions and POs for approvalApproval conditions.
Runs the floor — assigns operators, posts production, handles holds.
View WorkOrders, WorkOrderOperations, RoutingsManage ProductionLog, StockMovements (IssueToWIP, Completion, Scrap)Update WorkOrderOperations.Status and OperatorExecutes assigned production operations; separately assigned receiving and stock-handling permissions cover warehouse work.
View assigned WorkOrderOperationsPost ProductionLog entries for own operationsView own schedulePerforms inspections and dispositions non-conforming material.
Manage InspectionPlans, InspectionCharacteristics, QualityInspections, InspectionResults, NonConformanceReports, CorrectiveActions, QualityHolds, Certificates, InstrumentsUpdate GoodsReceipts.Status after incoming inspectionPlace WorkOrderOperations on hold| Hold Number | Hold Type | Lot | Work Order | Placed Date |
|---|---|---|---|---|
| QH-72807 | Lot | LTS-57481 | WO-19238 | 20 Sep |
| QH-74332 | GoodsReceipt | LTS-52544 | WO-19744 | 21 Sep |
| QH-46332 | WorkOrderOperation | LTS-62401 | WO-51605 | 07 Sep |
| QH-50967 | Lot | LTS-11987 | WO-31032 | 18 Sep |
| QH-39175 | GoodsReceipt | LTS-58010 | WO-81449 | 23 Sep |
| QH-66629 | WorkOrderOperation | LTS-22564 | WO-11106 | 05 Sep |
Owns the general ledger, payables, and receivables for manufacturing transactions.
Manage JournalEntries, JournalEntryLines, ChartOfAccounts, AccountingPeriods, CostStandards, CostRollups, SupplierInvoices, MatchExceptions, CustomerInvoices, CashReceipts, PaymentRuns, PaymentsView all transaction tables and reportsPost period-close entries and lock AccountingPeriods after reviewApproval conditions.
Makes assigned purchasing and control decisions independently of the person who requested or prepared them.
View assigned Requisitions, PurchaseOrders, PurchaseOrderLines, Approvals, CountLines, EngineeringChangeOrders, MasterSchedule, SupplierInvoices, CostStandards, CostRollups, PaymentRuns, PaymentsDecide assigned Approvals and record reason and decision dateApprove cost-standard activation after financial reviewApproval waits for the approver.
Items, bills of material, routings and engineering change, with revision control on all of it.
Work orders, dispatch, operations, labour, material issue, scrap and completion, recorded where the work happens.
Demand, master schedule, MRP and capacity: from what customers want to what the plant and suppliers must do, with every planned order traceable to its demand.
Inspection plans, incoming and in-process inspection, non-conformance, corrective action, holds and certificates, tied to the exact lot or order.
Warehouses, locations, lots and serials, every stock movement, cycle counting and valuation that reconciles to the ledger.
Requisitions, sourcing, purchase orders, receiving, three-way match and supplier performance, with approval where money is committed.
Standard costs, cost rollups, work-in-progress, variances and the journal entries that make every movement a posting.
On-time delivery %, incoming-inspection reject %, and price variance per vendor.
Approval conditions.
Orders completed on-time-in-full vs. planned, by product family and week.
Components short to cover demand, grouped by lead-time bucket and buyer.
Click Start now, then use Proto to configure Manufacturing ERP for your business. Set up your workflows, import your data and invite your team.
Related questionThe specification defines multi-level bills, dated bill revisions and versioned routings. Released work orders retain their referenced bill and routing. Phantom items, component substitutes and serial-based effectivity need to be included explicitly in the rollout scope where the plant uses them.
Related questionThe model includes Lots and Serials, with links to production and delivery. A rollout rehearsal must trace actual receipts through issues and shipments, including partial quantities, returns and rework, before the plant relies on it for a recall.
Related questionThe authored model uses standard costing, pending standards and reviewed cost rollups. Average costing requires an agreed extension and reconciliation checks; it is not represented by the current item fields.
Related questionYes. The ledger is included, but journals export by period to a group ledger if that is where consolidation happens.
Related questionScanners can be connected to receiving and movement actions. Machine counters can feed production logs through an agreed mapping. Device protocols, duplicate handling and operator confirmation are part of integration work described on the integrations page.
Related questionThe schedule depends on the app configuration, data quality, integrations and rehearsal results. Agree it after reviewing the plant’s scope; the implementation page sets out the work and acceptance points.
Related questionNothing per user. Credits pay for machine work and never expire. See pricing.
Related questionEvery order is different: quoting from estimated routings, job costing, and a schedule that changes daily.
Stable products in volume: rate-based schedules, backflushing, line-side stock and takt, with the ledger still exact.
Formulas instead of bills, yields, potency and shelf life, lot genealogy, and the batch record a regulator can read.
Long-lead, designed-to-contract products: project structure over the plan, milestones, progress billing and cost to complete.
Create your ERP.AI account and get started with Proto.
We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy
We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.
Learn more about how we use cookiesThese cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.
These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.
These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.