Plan to produce

Convert remaining demand into a released production plan, accepted output and a reconciled work-order cost.

8 stages · 3 approvals

Roles and responsibilities

Production Planner Operator Quality Inspector Warehouse Operatoror Operator System 1 Demand SalesOrderItems physical production requirements · system 2 Plan MRPRuns 3 Release WorkOrders 4 Issue StockEvents 5 Execute ProductionLog 6 Inspect QualityInspections 7 Receive completion ProductionCompletions 8 Close WorkOrders
  1. Step 1Demand
    Inventory Availability
    ProductWarehouseLot NumberExpiry Date
  2. Step 2Plan
    MRP ExceptionsProposed
    Planned Order NumberTypeProductQuantity
    Purchase
  3. Step 6Inspect
    Shop Floor SchedulePending
    Work OrderOperation NumberDescriptionWork Center
  4. Step 7Receive completion
    Inventory Availability
    ProductWarehouseLot NumberExpiry Date
  5. Step 8Close
    Unposted Journal EntriesDraft
    Journal Entry NumberEntityPeriodDate
Red diamonds require approval.Rows show responsibility for each step.Dashed lines are records the system creates.

Process steps

Follow the process from start to finish. Select a step to see who acts and what changes.

Demand

Production Planner identifies approved remaining sales demand, eligible contract delivery cycles and safety-stock needs within the entity, warehouse and horizon. A generated order replaces its contract cycle's demand. Direct service billing does not create physical production requirements.

Responsible
Production Planner
Records
SalesOrderItemsContractCyclesInventoryReservationsInventory
Effect
Identify remaining physical requirements

Plan

Production Planner captures an MRP run with engineering, demand and supply snapshots. Components are netted against eligible unclaimed stock and remaining firm receipts or work orders. Planned orders retain their source requirement and exceptions; firmed supply is not generated again on a later run.

Responsible
Production Planner
Records
MRPRunsPlannedOrdersRequisitionsBOMs
Effect
Propose net supply once
Approval required

Release

Production Planner reviews and firms the work order, freezing its BOM, routing, quantity, conversions, quality points and separate cost/rate bases. Missing material or engineering evidence remains explicit. Later changes require a controlled revision rather than replacing the plan already running.

Responsible
Production Planner
Records
WorkOrdersWorkOrderComponentsDocumentRevisions
Effect
Authorize the frozen production plan

Issue

Warehouse Operator or an authorized Operator consumes exact component reservations into WIP at captured issue cost. Configured backflush and explicit issues share the same remaining requirement, so they cannot issue it twice. Returns retain original-issue lineage and exclude consumed quantities.

Responsible
Warehouse Operator or Operator
Records
StockEventsInventoryReservationsWorkOrderComponents
Effect
Move claimed material value to WIP

Execute

Operator reports assigned work, time, good quantity and scrap against the operation and lot. Plant Manager coordinates the floor within the released plan and approves assigned time. Approved timesheet sources retain their work-order and cost-centre allocation and cannot be consumed twice by costing or payroll.

Responsible
Operator
Records
ProductionLogTimesheetLinesWorkOrderCostEntries
Effect
Record unique production and approved labour
Approval required

Inspect

Quality Inspector decides the required presented scope at its current revision. First-article permission authorizes continuation; final release covers only completed accepted output. Holds and rejected pieces remain excluded from shipment. Reinspection references earlier decisions without adding accepted quantity again.

Responsible
Quality Inspector
Records
QualityInspectionsWorkOrderOperations
Effect
Release the actual inspected scope

Receive completion

Operator records the eligible terminal-operation output through the controlled completion action. The finished-stock receipt retains its lot or serial and WIP cost relief. Good counts from intermediate operations are not summed into finished quantity, and partial completion leaves the remaining work and cost in WIP.

Responsible
Operator
Records
ProductionCompletionsStockEventsInventory
Effect
Receive eligible terminal output once
Approval required

Close

Production Planner reviews resolved component, quantity, quality and cost obligations with the required Controller variance evidence. Close posts authorized residual variances from the frozen material, labour and overhead bases. Subsequent corrections preserve the original work and use linked effects in a permitted period.

Responsible
Production Planner
Records
WorkOrdersWorkOrderCostEntriesJournalEntries
Effect
Resolve WIP and post reviewed variances
Approvals and exception handling

3 approvals required in this process

  • Release Production Planner signs · issue waitsWorkOrders, WorkOrderComponents, DocumentRevisions
  • Inspect Quality Inspector signs · receive completion waitsQualityInspections, WorkOrderOperations
  • Close Production Planner signs · closes the processWorkOrders, WorkOrderCostEntries, JournalEntries
  • The MRP snapshot uses remaining supplyDemand in one scope. Full original orders and their generated contract cycles cannot both count.
  • A running job keeps its released engineering and cost basisA new product standard cannot restate its history.
  • Production quantities follow the operation and lotRework and repeated inspection do not manufacture new first-pass output.
  • A held or unaccepted quantity remains unavailable even if an Operator requests a completion movement.
  • Approved source time feeds labour absorptionPayroll once. Actual pay reconciles with absorption without another WIP charge.
  • Cancellation and correction reconcile issued materialCompleted output and financial effects rather than deleting their source records.

When the process needs attention

  • late Plan

    Planned orders retain their source requirement and exceptions; firmed supply is not generated again on a later run.

  • hold Inspect

    Holds and rejected pieces remain excluded from shipment.

  • variance Close

    Production Planner reviews resolved component, quantity, quality and cost obligations with the required Controller variance evidence.

From released drawing to inspected output

Production Planner captures the drawing revision and actual material-evidence reference in the released work. The floor records performed operations and actual source use. Quality Inspector records the inspected population and evidence. Remaining metal preserves its original carrying through a supported unused return; consumed scrap is not recreated as valued stock.

Records and postings

StageRecordsEffect
1 Demand SalesOrderItemsContractCyclesInventoryReservationsInventory Identify remaining physical requirements
2 Plan MRPRunsPlannedOrdersRequisitionsBOMs Propose net supply once
3 Release WorkOrdersWorkOrderComponentsDocumentRevisions Authorize the frozen production plan
4 Issue StockEventsInventoryReservationsWorkOrderComponents Move claimed material value to WIP
5 Execute ProductionLogTimesheetLinesWorkOrderCostEntries Record unique production and approved labour
6 Inspect QualityInspectionsWorkOrderOperations Release the actual inspected scope
7 Receive completion ProductionCompletionsStockEventsInventory Receive eligible terminal output once
8 Close WorkOrdersWorkOrderCostEntriesJournalEntries Resolve WIP and post reviewed variances
Data model →

Process reports

All reports

Trial Balance

Posted immutable JournalEntryLines by entity and eligible posting period with opening, debit, credit and closing; reversal entries contribute once on their posting dates, and source/version/rounding reconcile to controls.

Inventory Valuation

Owned net StockLayers/StockMovements at the cutoff by entity, warehouse and costing method reconciled to mapped inventory controls; pending custody excluded, reservations do not reduce ownership value, and remaining WorkOrders.OpenWIP excludes transferred completed/scrapped cost.

Run by an agent

Agent support

An assistant cannot turn its user's authority into an unattended human approval. Purchase approval, quote or order decisions, payroll approval, payment release and period close remain with the accountable people described by the process. Service access cannot bypass credit limits, document revisions, independence rules or payroll privacy. Uncertain bank responses require reconciliation before a retry can create another instruction.

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# Example after configuration $ curl -fsSL https://www.erp.ai/skill.md | paste into your agent › plan to produce · demand on SalesOrderItems, ContractCycles, InventoryReservations, Inventory ✓ Production Planner identifies approved remaining sales demand, eligible contract delivery cycles and safety-stock needs within the entity, warehouse and horizon. › plan to produce · plan on MRPRuns, PlannedOrders, Requisitions, BOMs ✓ Production Planner captures an MRP run with engineering, demand and supply snapshots. › plan to produce · release on WorkOrders, WorkOrderComponents, DocumentRevisions ⏸ approval · waiting for the production planner # 5 more stages after approval: issue, execute, inspect, receive completion, close

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