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Manufacturing ERP

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Modules

Product engineeringItems, bills of material, routings and engineering change, with revision control on all of it. PlanningDemand, 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. Shop floorWork orders, dispatch, operations, labour, material issue, scrap and completion, recorded where the work happens. InventoryWarehouses, locations, lots and serials, every stock movement, cycle counting and valuation that reconciles to the ledger.
PurchasingRequisitions, sourcing, purchase orders, receiving, three-way match and supplier performance, with approval where money is committed. QualityInspection plans, incoming and in-process inspection, non-conformance, corrective action, holds and certificates, tied to the exact lot or order. Costing and financeStandard costs, cost rollups, work-in-progress, variances and the journal entries that make every movement a posting.

Manufacturing ERP

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Processes

Plan to produceFrom a demand line to finished goods in stock: MRP, release, dispatch, execution and completion, with the gates where a person decides. Procure to payRequisition, approval, purchase order, receipt, inspection, three-way match and payment authorisation, with segregation of duties built in. Order to cashQuote, sales order, promise date, reservation, pick and ship, invoice and cash, connected to the plan so the date you promise is one the plant agreed to.
Quality hold to releaseHow a failed inspection is contained, investigated and closed, and how a held lot gets back into use or out of the building. Engineering changeChanging an item, a bill or a routing without breaking the jobs already on the floor or the stock already on the shelf. Period closeClosing a manufacturing period: open labour, work orders, inventory reconciliation, accruals, variances and the lock.

Manufacturing ERP

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Industries

Job shops and make to orderEvery order is different: quoting from estimated routings, job costing, and a schedule that changes daily. Repetitive and line manufacturingStable products in volume: rate-based schedules, backflushing, line-side stock and takt, with the ledger still exact.
Process and batch manufacturingFormulas instead of bills, yields, potency and shelf life, lot genealogy, and the batch record a regulator can read. Engineer to order and projectsLong-lead, designed-to-contract products: project structure over the plan, milestones, progress billing and cost to complete.

Manufacturing ERP

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Reference

Roles and permissionsWho does what: the roles, their records and the human decisions that require independent approval. Reports and dashboardsThe numbers a plant runs on, each with what it answers and who reads it, all built on the same postings as the ledger. Data modelThe tables, their keys and how they relate, written for the consultant or IT team that has to migrate into it or integrate with it.
IntegrationsWhat a plant connects to a manufacturing ERP, and how each connection works here: CAD and PLM, EDI, accounting, scanners, machines, carriers and e-commerce. ImplementationHow a plant goes live: mapping the operating model, configuring, migrating, rehearsing, and launching one process at a time. Agent and APIHow an agent runs Manufacturing ERP: identity, permissions, the calls it makes, and what it may not do without a person.

Manufacturing ERP

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Pricing Questions Get started
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All systems
Modules
Product engineeringItems, bills of material, routings and engineering change, with revision control on all of it.PlanningDemand, 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.Shop floorWork orders, dispatch, operations, labour, material issue, scrap and completion, recorded where the work happens.InventoryWarehouses, locations, lots and serials, every stock movement, cycle counting and valuation that reconciles to the ledger.PurchasingRequisitions, sourcing, purchase orders, receiving, three-way match and supplier performance, with approval where money is committed.QualityInspection plans, incoming and in-process inspection, non-conformance, corrective action, holds and certificates, tied to the exact lot or order.Costing and financeStandard costs, cost rollups, work-in-progress, variances and the journal entries that make every movement a posting.
Processes
Plan to produceFrom a demand line to finished goods in stock: MRP, release, dispatch, execution and completion, with the gates where a person decides.Procure to payRequisition, approval, purchase order, receipt, inspection, three-way match and payment authorisation, with segregation of duties built in.Order to cashQuote, sales order, promise date, reservation, pick and ship, invoice and cash, connected to the plan so the date you promise is one the plant agreed to.Quality hold to releaseHow a failed inspection is contained, investigated and closed, and how a held lot gets back into use or out of the building.Engineering changeChanging an item, a bill or a routing without breaking the jobs already on the floor or the stock already on the shelf.Period closeClosing a manufacturing period: open labour, work orders, inventory reconciliation, accruals, variances and the lock.
Industries
Job shops and make to orderEvery order is different: quoting from estimated routings, job costing, and a schedule that changes daily.Repetitive and line manufacturingStable products in volume: rate-based schedules, backflushing, line-side stock and takt, with the ledger still exact.Process and batch manufacturingFormulas instead of bills, yields, potency and shelf life, lot genealogy, and the batch record a regulator can read.Engineer to order and projectsLong-lead, designed-to-contract products: project structure over the plan, milestones, progress billing and cost to complete.
Reference
Roles and permissionsWho does what: the roles, their records and the human decisions that require independent approval.Reports and dashboardsThe numbers a plant runs on, each with what it answers and who reads it, all built on the same postings as the ledger.Data modelThe tables, their keys and how they relate, written for the consultant or IT team that has to migrate into it or integrate with it.IntegrationsWhat a plant connects to a manufacturing ERP, and how each connection works here: CAD and PLM, EDI, accounting, scanners, machines, carriers and e-commerce.ImplementationHow a plant goes live: mapping the operating model, configuring, migrating, rehearsing, and launching one process at a time.Agent and APIHow an agent runs Manufacturing ERP: identity, permissions, the calls it makes, and what it may not do without a person.
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Manufacturing ERP Industries
Process and batch manufacturing3 of 4
  • Job shops and make to order1 of 4
  • Repetitive and line manufacturing2 of 4
  • Process and batch manufacturing3 of 4
  • Engineer to order and projects4 of 4

Process and batch manufacturing

Formulas instead of bills, yields, potency and shelf life, lot genealogy, and the batch record a regulator can read.

Typical roles
  • Production Planner
  • Operator
  • Shop Floor Supervisor
  • Quality Inspector
  • Accountant
  • Approver
Also built for
  • Job shops and make to order
  • Repetitive and line manufacturing
  • Process and batch manufacturing
  • Engineer to order and projects

What changes for this plant

configured at rollout

Process manufacturers combine ingredients under a formula and measure the output by batch. Manufacturing ERP's authored core is discrete manufacturing; a process-batch rollout requires the following extensions and verification against the plant's quality requirements.

Formulas and recipes

Quantities by percentage or weight, scalable to batch size, with by-products and co-products.

Yield and loss

Expected yield per stage; actual yield reported; loss analysed by cause.

Lot genealogy

Every output lot knows its input lots, forward and backward, which is the recall answer.

Shelf life and potency

Lots expire; potency adjusts the quantity needed; first-expiry-first-out picking is the default.

Batch record

Every step, parameter, operator and check on one record per batch, with electronic signatures where required.

Quality release

Configure a hold at batch completion and require Quality Inspector's recorded decision before shipment.

Plan to ship for this plant

  1. 01

    Sales order

  2. 02

    MRP run

  3. 03

    Purchase

    Approval required

    Batch record

  4. 04

    Work order

  5. 05

    Quality release

    Approval required

    Formulas and recipes · Yield and loss · Lot genealogy · Shelf life and potency · Quality release

  6. 06

    Ship

Same records, same gates. The configuration changes how the process runs for this plant.

Workspace previews

Shop Floor Schedule (Gantt)WorkOrderOperations
StatusPendingInProgress
06 Sep07 Oct WC-130 WO-15343 · 20, 24 Sep to 03 Oct, Pending WC-110 WO-54773 · 10, 06 Sep to 08 Sep, InProgress WO-16425 · 70, 28 Sep to 07 Oct, Pending WC-150 WO-92810 · 20, 13 Sep to 21 Sep, InProgress WC-120 WO-60275 · 70, 14 Sep to 22 Sep, InProgress WO-83081 · 20, 20 Sep to 27 Sep, Pending WO-15343 · 20WO-54773 · 10WO-16425 · 70WO-92810 · 20WO-83081 · 20WO-60275 · 70 today · 17 Sep
  • WC-130: WO-15343 · 20, 24 Sep to 03 Oct, Pending
  • WC-110: WO-54773 · 10, 06 Sep to 08 Sep, InProgress
  • WC-110: WO-16425 · 70, 28 Sep to 07 Oct, Pending
  • WC-150: WO-92810 · 20, 13 Sep to 21 Sep, InProgress
  • WC-120: WO-83081 · 20, 20 Sep to 27 Sep, Pending
  • WC-120: WO-60275 · 70, 14 Sep to 22 Sep, InProgress
Shop floor →
Open Work OrdersWorkOrders
release waits for the production planner
Approval conditions

Planner reviews suggestions, releases WorkOrders (Status: Planned → Released), and WorkOrderComponents + WorkOrderOperations are generated from the referenced BOM and Routing.

StatusPlannedReleasedInProgress
Work Order NumberProductQuantity OrderedQuantity CompletedPlanned Start
WO-12156PRD-552550021 Sep
WO-61333PRD-6326550026 Sep
WO-59893PRD-39452107016 Sep
WO-72971PRD-5394840018 Sep
WO-14931PRD-837050019 Sep
WO-92173PRD-906952030015 Sep
Shop floor →
Quality HoldsQualityHolds
OnHold
Hold NumberHold TypeLotWork OrderPlaced Date
QH-72807LotLTS-57481WO-1923820 Sep
QH-74332GoodsReceiptLTS-52544WO-1974421 Sep
QH-46332WorkOrderOperationLTS-62401WO-5160507 Sep
QH-50967LotLTS-11987WO-3103218 Sep
QH-39175GoodsReceiptLTS-58010WO-8144923 Sep
QH-66629WorkOrderOperationLTS-22564WO-1110605 Sep
Quality →

Typical roles

Roles and permissions
Production Planner

Owns MRP, work-order release, scheduling, and BOM/Routing maintenance.

Permissions
  • Manage Products, BillOfMaterials, BOMComponents, Routings, RoutingOperations, EngineeringChangeOrders, WorkCenters, Calendars, Shifts, Forecasts, MasterSchedule, PlannedOrders, MRPExceptions, WorkOrders, WorkOrderComponents, WorkOrderOperations
  • View Inventory, SalesOrders, SalesOrderLines, PurchaseOrders
  • Create Requisitions for planned supply
Shop Floor Schedule (Gantt)WorkOrderOperations
StatusPendingInProgress
06 Sep07 Oct WC-130 WO-15343 · 20, 24 Sep to 03 Oct, Pending WC-110 WO-54773 · 10, 06 Sep to 08 Sep, InProgress WO-16425 · 70, 28 Sep to 07 Oct, Pending WC-150 WO-92810 · 20, 13 Sep to 21 Sep, InProgress WC-120 WO-60275 · 70, 14 Sep to 22 Sep, InProgress WO-83081 · 20, 20 Sep to 27 Sep, Pending WO-15343 · 20WO-54773 · 10WO-16425 · 70WO-92810 · 20WO-83081 · 20WO-60275 · 70 today · 17 Sep
  • WC-130: WO-15343 · 20, 24 Sep to 03 Oct, Pending
  • WC-110: WO-54773 · 10, 06 Sep to 08 Sep, InProgress
  • WC-110: WO-16425 · 70, 28 Sep to 07 Oct, Pending
  • WC-150: WO-92810 · 20, 13 Sep to 21 Sep, InProgress
  • WC-120: WO-83081 · 20, 20 Sep to 27 Sep, Pending
  • WC-120: WO-60275 · 70, 14 Sep to 22 Sep, InProgress
Operator

Executes assigned production operations; separately assigned receiving and stock-handling permissions cover warehouse work.

Permissions
  • View assigned WorkOrderOperations
  • Post ProductionLog entries for own operations
  • View own schedule
My Operations TodayWorkOrderOperations
Youdue todaynot Completed
  1. 10 · Cut to lengthWC-12017 Sep → 25 SepPending
  2. 80 · Weld frameWC-11012 Sep → 21 SepInProgress
  3. 40 · Drill and tapWC-11017 Sep → 20 SepPending
  4. 70 · DeburrWC-13015 Sep → 24 SepInProgress
  5. 50 · AssembleWC-12017 Sep → 22 SepPending
Shop Floor Supervisor

Runs the floor — assigns operators, posts production, handles holds.

Permissions
  • View WorkOrders, WorkOrderOperations, Routings
  • Manage ProductionLog, StockMovements (IssueToWIP, Completion, Scrap)
  • Update WorkOrderOperations.Status and Operator
Work Center LoadWorkOrderOperations
StatusPendingInProgressnext 14 days
12 Sep03 Oct WC-120 3 ops · 11 d booked WC-130 3 ops · 16 d booked · full WC-150 3 ops · 18 d booked · over capacity WC-110 3 ops · 15 d booked · full today · 17 Sep
  • WC-120: WO-92859 · 40, 27 Sep to 01 Oct, Pending
  • WC-120: WO-60275 · 30, 12 Sep to 15 Sep, InProgress
  • WC-130: WO-35979 · 30, 19 Sep to 28 Sep, Pending
  • WC-120: WO-57821 · 20, 17 Sep to 21 Sep, InProgress
  • WC-150: WO-56453 · 10, 27 Sep to 03 Oct, Pending
  • WC-130: WO-88658 · 80, 12 Sep to 15 Sep, InProgress
  • WC-130: WO-50465 · 40, 27 Sep to 01 Oct, Pending
  • WC-110: WO-72984 · 70, 16 Sep to 19 Sep, InProgress
  • WC-150: WO-76628 · 30, 18 Sep to 22 Sep, Pending
  • WC-110: WO-78348 · 30, 15 Sep to 23 Sep, InProgress
  • WC-110: WO-20055 · 20, 18 Sep to 22 Sep, Pending
  • WC-150: WO-55597 · 40, 14 Sep to 22 Sep, InProgress
Quality Inspector

Performs inspections and dispositions non-conforming material.

Permissions
  • Manage InspectionPlans, InspectionCharacteristics, QualityInspections, InspectionResults, NonConformanceReports, CorrectiveActions, QualityHolds, Certificates, Instruments
  • Update GoodsReceipts.Status after incoming inspection
  • Place WorkOrderOperations on hold
Incoming Inspection QueueGoodsReceipts
PendingQC
  • GR-67393 PO-76934 5 d
  • GR-21462 PO-31733 13 d
  • GR-55779 PO-17489 14 d
  • GR-93355 PO-58041 13 d
  • GR-87386 PO-98542 13 d
GR-67393
PurchaseOrder
PO-76934
ReceiptDate
12 Sep
Warehouse
WRH-130
ReceivedBy
VJ
Status
PendingQC

Approval conditions.

Accountant

Owns the general ledger, payables, and receivables for manufacturing transactions.

Permissions
  • Manage JournalEntries, JournalEntryLines, ChartOfAccounts, AccountingPeriods, CostStandards, CostRollups, SupplierInvoices, MatchExceptions, CustomerInvoices, CashReceipts, PaymentRuns, Payments
  • View all transaction tables and reports
  • Post period-close entries and lock AccountingPeriods after review
Unposted Journal EntriesJournalEntries
Draft
  • JE-33179 Issue to WIP 14 d
  • JE-30548 Completion at standard 4 d
  • JE-69432 Goods receipt 12 d
  • JE-11285 Scrap 10 d
  • JE-29785 Bill match 14 d
JE-33179
Date
03 Sep
Description
Issue to WIP
TotalDebit
11,718.45
TotalCredit
11,718.45
ReferenceType
StockMovement

Approval conditions.

Approver

Makes assigned purchasing and control decisions independently of the person who requested or prepared them.

Permissions
  • View assigned Requisitions, PurchaseOrders, PurchaseOrderLines, Approvals, CountLines, EngineeringChangeOrders, MasterSchedule, SupplierInvoices, CostStandards, CostRollups, PaymentRuns, Payments
  • Decide assigned Approvals and record reason and decision date
  • Approve cost-standard activation after financial review
Pending PO ApprovalsPurchaseOrders
Submitted
  • PO-55389 VND-020 8 d
  • PO-89371 VND-208 9 d
  • PO-68571 VND-238 8 d
  • PO-24669 VND-207 3 d
  • PO-82651 VND-231 4 d
PO-55389
Vendor
VND-020
OrderDate
09 Sep
RequiredDate
15 Sep
TotalAmount
9,911.53
Buyer
TL

Approval waits for the approver.

Modules

  • Product engineering
    SKUDescriptionItem TypeUOM

    Product engineering

    Items, bills of material, routings and engineering change, with revision control on all of it.

  • Quality HoldsOnHold
    Hold NumberHold TypeLotWork Order
    Goods Receipt

    Quality

    Inspection plans, incoming and in-process inspection, non-conformance, corrective action, holds and certificates, tied to the exact lot or order.

  • Open Work OrdersPlanned
    Work Order NumberProductQuantity OrderedQuantity Completed

    Shop floor

    Work orders, dispatch, operations, labour, material issue, scrap and completion, recorded where the work happens.

  • MRP DemandOpen
    Work OrderComponentQuantity RequiredQuantity Issued

    Planning

    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.

  • Inventory
    Warehouse CodeLocationWarehouse TypeManager

    Inventory

    Warehouses, locations, lots and serials, every stock movement, cycle counting and valuation that reconciles to the ledger.

  • Unposted Journal EntriesDraft
    Journal Entry NumberDateDescriptionTotal Debit

    Costing and finance

    Standard costs, cost rollups, work-in-progress, variances and the journal entries that make every movement a posting.

  • Purchasing
    Requisition NumberProductQuantityNeed Date

    Purchasing

    Requisitions, sourcing, purchase orders, receiving, three-way match and supplier performance, with approval where money is committed.

Relevant reports

Reports and dashboards

Work Order Variance

Planned vs. actual quantity, time, and cost per work order; highlights scrap rate and labor efficiency.

Open Work OrdersWorkOrders
StatusPlannedReleasedInProgress
Work Order NumberProductQuantity OrderedQuantity CompletedPlanned Start
WO-12156PRD-552550021 Sep
WO-61333PRD-6326550026 Sep
WO-59893PRD-39452107016 Sep
WO-72971PRD-5394840018 Sep
WO-14931PRD-837050019 Sep
WO-92173PRD-906952030015 Sep

Quality Summary

First-pass yield, reject rate, and top-10 defect codes for a period.

Quality HoldsQualityHolds
OnHold
Hold NumberHold TypeLotWork OrderPlaced Date
QH-72807LotLTS-57481WO-1923820 Sep
QH-74332GoodsReceiptLTS-52544WO-1974421 Sep
QH-46332WorkOrderOperationLTS-62401WO-5160507 Sep
QH-50967LotLTS-11987WO-3103218 Sep
QH-39175GoodsReceiptLTS-58010WO-8144923 Sep
QH-66629WorkOrderOperationLTS-22564WO-1110605 Sep

Production Schedule Attainment

Orders completed on-time-in-full vs. planned, by product family and week.

Shop Floor Schedule (Gantt)WorkOrderOperations
StatusPendingInProgress
06 Sep07 Oct WC-130 WO-15343 · 20, 24 Sep to 03 Oct, Pending WC-110 WO-54773 · 10, 06 Sep to 08 Sep, InProgress WO-16425 · 70, 28 Sep to 07 Oct, Pending WC-150 WO-92810 · 20, 13 Sep to 21 Sep, InProgress WC-120 WO-60275 · 70, 14 Sep to 22 Sep, InProgress WO-83081 · 20, 20 Sep to 27 Sep, Pending WO-15343 · 20WO-54773 · 10WO-16425 · 70WO-92810 · 20WO-83081 · 20WO-60275 · 70 today · 17 Sep
  • WC-130: WO-15343 · 20, 24 Sep to 03 Oct, Pending
  • WC-110: WO-54773 · 10, 06 Sep to 08 Sep, InProgress
  • WC-110: WO-16425 · 70, 28 Sep to 07 Oct, Pending
  • WC-150: WO-92810 · 20, 13 Sep to 21 Sep, InProgress
  • WC-120: WO-83081 · 20, 20 Sep to 27 Sep, Pending
  • WC-120: WO-60275 · 70, 14 Sep to 22 Sep, InProgress

Common questions

All questions
Can we keep our accounting system?

Yes. The ledger is included, but journals export by period to a group ledger if that is where consolidation happens.

Related question

Other industries

  • Industry

    Job shops and make to order

    Every order is different: quoting from estimated routings, job costing, and a schedule that changes daily.

  • Industry

    Repetitive and line manufacturing

    Stable products in volume: rate-based schedules, backflushing, line-side stock and takt, with the ledger still exact.

  • This page

    Process and batch manufacturing

    Formulas instead of bills, yields, potency and shelf life, lot genealogy, and the batch record a regulator can read.

  • Industry

    Engineer to order and projects

    Long-lead, designed-to-contract products: project structure over the plan, milestones, progress billing and cost to complete.

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