Work Order Variance
Planned vs. actual quantity, time, and cost per work order; highlights scrap rate and labor efficiency.
Engineering change
Changing an item, a bill or a routing without breaking the jobs already on the floor or the stock already on the shelf.
6 stages · 1 approval
Roles and responsibilities
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Step 2Define
Work Order NumberProductQuantity OrderedQuantity Completed
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Step 3Assess
ProductWarehouseLot NumberQuantity On Hand
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Step 5Apply
Work Order NumberProductQuantity OrderedQuantity Completed
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Request
Production Planner raises an EngineeringChangeOrders record with the product, reason, requester and requested date.
Define
Production Planner prepares the linked BillOfMaterials or Routings revision and checks affected WorkOrders before advancing the change from Draft to Defined.
Assess
Accountant uses CostRollups to establish the cost effect. Buyer checks new-part supply; Production Planner checks the remaining stock and open demand. The change advances to Assessed.
Approval required
Approve
The assigned Approver records the approval or rejection in Approvals after the relevant Production Planner, Quality Inspector and Accountant reviews. The sequence is configured for the plant, and the requester cannot approve their own change.
Apply
Production Planner applies an approved change on its EffectiveDate. Released WorkOrders retain their original bill and routing; any re-release requires a separate review of issued material and completed operations.
Verify
Quality Inspector checks the first affected production against the applicable InspectionPlans. Production Planner records the result and advances the change from Applied to Verified.
Approvals and controls
1 approval required in this process
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Approve
Approver signs · apply waits
Approvals, EngineeringChangeOrders - A pending revision does not replace an active revision before approval and its effective date.
- The cost reviewApproval refer to the same bill and routing revisions.
- Releasing new work against the new revision does not alter the components or operations already copied to an existing order.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Request | EngineeringChangeOrdersProducts | Proposed change and requester recorded |
| 2 Define | BillOfMaterialsBOMComponentsRoutingsRoutingOperationsWorkOrders | Pending revision and affected orders identified |
| 3 Assess | CostRollupsCostStandardsInventorySupplierItems | Cost and supply effects reviewed |
| 4 Approve | ApprovalsEngineeringChangeOrders | Independent decision recorded |
| 5 Apply | EngineeringChangeOrdersBillOfMaterialsRoutingsWorkOrders | Approved revision applied without rewriting released orders |
| 6 Verify | InspectionPlansQualityInspectionsEngineeringChangeOrders | First affected production checked; change verified |
If the Product's QC profile requires inspection, Status moves to PendingQC and a QualityInspection is auto-created.Receiving & Incoming QC
Quality Inspector dispositions (Accept, Reject, Rework, ReturnToVendor). Accept → StockMovement posts a Receipt into the destination Warehouse and auto-posts a JE (Inventory Dr / GR-IR Cr). Reject moves to Quarantine warehouse.Receiving & Incoming QC
Process reports
All reports
Run by an agent
Agent support
The configured workflows must prevent an agent from approving its own drafts, authorising payments or releasing a quality hold. Approver signs the purchase and payment decisions; Quality Inspector signs quality release. Rehearsal must verify the audit record and refusal of unauthorised actions before the agent is allowed to write.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› engineering change · request on EngineeringChangeOrders, Products
✓ Production Planner raises an EngineeringChangeOrders record with the product, reason, requester and requested date.
› engineering change · define on BillOfMaterials, BOMComponents, Routings, RoutingOperations, WorkOrders
✓ Production Planner prepares the linked BillOfMaterials or Routings revision and checks affected WorkOrders before advancing the change from Draft to Defined.
› engineering change · assess on CostRollups, CostStandards, Inventory, SupplierItems
✓ Accountant uses CostRollups to establish the cost effect.
› engineering change · approve on Approvals, EngineeringChangeOrders
⏸ approval · waiting for the approver
# 2 more stages after approval: apply, verify
Other processes
5 morePlan to produce
From a demand line to finished goods in stock: MRP, release, dispatch, execution and completion, with the gates where a person decides.
6 stages · 2 approvals
Procure to pay
Requisition, approval, purchase order, receipt, inspection, three-way match and payment authorisation, with segregation of duties built in.
6 stages · 2 approvals
Order to cash
Quote, 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.
6 stages · 1 approval
Quality hold to release
How a failed inspection is contained, investigated and closed, and how a held lot gets back into use or out of the building.
6 stages · 3 approvals
Period close
Closing a manufacturing period: open labour, work orders, inventory reconciliation, accruals, variances and the lock.
6 stages · 2 approvals