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Production Module User Guide

Detailed guides for working with production orders, production models, and other module features. The Production module provides comprehensive tools for planning, managing, and tracking the manufacturing process - from BOM definition through production start to completion and stocking of finished goods.

Purpose and Scope

This documentation covers the complete production process lifecycle:

  • Production preparation - production models, BOMs, operations
  • Planning - capacity, deadlines, material availability
  • Execution - work recording, material consumption, subcontracting
  • Completion - quality control, stocking, evaluation

Who is this guide for

This guide is intended for technologists, production planners, supervisors, and operators who work with the production system. For module administration, see Production Administration.

Key Concepts

Production Process Architecture

flowchart TD
    subgraph Definition["Production Preparation"]
        PM[Production Model] --> PMI[BOM Items]
        PM --> PMO[Model Operations]
        OP[Operation] --> PMO
        MC[Machines] --> PMO
        WP[Workplaces] --> PMO
    end

    subgraph Execution["Execution"]
        PO[Production Order] --> POI[Order Items]
        PO --> POO[Order Operations]
        POO --> WK[Work Performed]
        POO --> CO[Subcontracting]
    end

    subgraph Warehouse["Warehouse Operations"]
        POI -->|reservation| RES[Material Reservation]
        RES -->|issue| GI[Goods Issue]
        PO -->|completion| GR[Product Receipt]
    end

    PM --> PO

Core Entities and Relationships

Entity Purpose Relationship
Production Model Defines "how to produce" Template for orders
Model Item Material in BOM Product + quantity
Model Operation Work step Operation + machine + time
Production Order Specific request Model instance
Work Performed Work record Operation + worker + time
Subcontracting External production Supplier + cost

Production Types

The system supports various production process types:

Production based on specific customer order.

Characteristic Description
Initiation Customer order
Planning Individual deadlines
Material Specific reservation
Suitable for Unique products, prototypes

Example

Manufacturing a machine part to order based on customer drawings.

Repeated production of standard products.

Characteristic Description
Initiation Production plan / stock replenishment
Planning Optimized batches
Material Bulk reservation
Suitable for Standard products

Example

Weekly production of 500 pcs of standard components.

Part of production is handled by external supplier.

Characteristic Description
Initiation Internal order
Planning Coordination with supplier
Delivery Material to supplier and back
Suitable for Specialized operations

Example

Surface treatment (painting) at external supplier.

Prerequisites

System Requirements

Before starting work with production, verify:

  • [x] You have been granted production access rights
  • [x] Products are created in the Product module
  • [x] At least one warehouse is set up for production
  • [x] Basic operations are defined (welding, assembly, etc.)
  • [x] Workplaces and machines are created (optional)

Preparation Hierarchy

flowchart LR
    A[1. Products] --> B[2. Operations]
    B --> C[3. Machines/Workplaces]
    C --> D[4. Production Models]
    D --> E[5. Production Orders]

Integration with Other Modules

Product Module

flowchart LR
    P[Product] -->|finished good| PM[Production Model]
    P -->|material| PMI[Model Items]
    PM -->|produces| P
  • Finished goods - "Stock Item" type products as production output
  • Materials - products as input raw materials in BOM
  • Costing - automatic production cost calculation

Warehouse Module

flowchart LR
    PO[Production Order] -->|reservation| WI[Stock Item]
    PO -->|issue| GI[Material Issue]
    PO -->|receipt| GR[Product Receipt]
    WI -->|availability| PO
  • Reservation - automatic material reservation during planning
  • Issue - material consumption when starting production
  • Receipt - stocking finished products

Invoicing Module

flowchart LR
    CO[Subcontracting] -->|costs| PF[Received Invoice]
    PO[Production Order] -->|link| SO[Sales Order]
  • Subcontracting - invoicing from external suppliers
  • Orders - linking job order production with sales

User Roles and Permissions

Role Permissions Typical Tasks
Technologist Models, operations Production preparation
Planner Orders, capacity Production planning
Supervisor Orders, work Shop floor management
Operator Work Recording completed work
Inspector Read, completion Quality control

Workflows

Production Model Preparation

flowchart TD
    A[Start] --> B[Select Product]
    B --> C[Define BOM]
    C --> D[Add Material Items]
    D --> E[Define Operations]
    E --> F[Set Times and Machines]
    F --> G[Calculate Costs]
    G --> H[Activate Model]

Production Order Lifecycle

stateDiagram-v2
    [*] --> Draft: Creation
    Draft --> Planned: Plan
    Draft --> Canceled: Cancel

    Planned --> Ongoing: Start
    Planned --> Draft: Return
    Planned --> Canceled: Cancel

    Ongoing --> Completed: Complete
    Ongoing --> OnHold: Pause
    Ongoing --> Canceled: Cancel

    OnHold --> Ongoing: Resume

    Completed --> [*]
    Canceled --> [*]
Status Description Allowed Actions
Draft Work in progress order Edit, plan, cancel
Planned Ready to start Start, return, cancel
Ongoing Production in progress Record work, pause, complete
On Hold Temporarily paused Resume
Completed Production finished View only
Canceled Order canceled View only

Daily Operator Workflow

flowchart TD
    A[Arrival] --> B[Check Assigned Orders]
    B --> C[Select Operation]
    C --> D[Start Work]
    D --> E[Record Time]
    E --> F{Operation Complete?}
    F -->|No| D
    F -->|Yes| G[Record Completion]
    G --> H{More Operations?}
    H -->|Yes| C
    H -->|No| I[End of Shift]

Key Features

Automatic System Functions

Function Trigger Action
Material reservation Order planning System reserves material
Material issue Production start Creates warehouse issue
Product receipt Order completion Creates warehouse receipt
Cost calculation Work completion Recalculates actual costs

Production Progress Tracking

gantt
    title Production Order Example
    dateFormat  YYYY-MM-DD
    section Operations
    Material Preparation  :done, op1, 2024-01-01, 1d
    Cutting              :done, op2, after op1, 2d
    Welding              :active, op3, after op2, 3d
    Painting (subcontract) :op4, after op3, 5d
    Assembly             :op5, after op4, 2d
    Inspection           :op6, after op5, 1d

Handling Common Situations

Material Shortage

What to do when material is missing?

flowchart TD
    A[Material Shortage] --> B{Alternative?}
    B -->|Yes| C[Use Alternative]
    B -->|No| D{Urgent?}
    D -->|Yes| E[Express Order]
    D -->|No| F[Standard Order]
    E --> G[Pause Order]
    F --> G

Subcontracting Delay

Procedure for subcontracting delays

  1. Contact supplier - determine new deadline
  2. Update order - adjust planned dates
  3. Inform customer - if it affects delivery
  4. Consider alternatives - different supplier, in-house production

Non-Conforming Product

flowchart TD
    A[Non-conformance Found] --> B[Stop Production]
    B --> C[Document Non-conformance]
    C --> D{Repairable?}
    D -->|Yes| E[Repair]
    D -->|No| F[Scrap/Rework]
    E --> G[Continue Production]
    F --> H[New Order]

Section Contents

Detailed guides for individual features can be found in these chapters:

Chapter Description
Production Models Creating BOMs and production definitions
Production Orders Order management and control
Operations Operation types and configuration
Work Performed Recording completed work
Subcontracting External production management
Machines and Workplaces Production resource tracking
Data Flow Data flows in production process
Work Tips Best practices and optimization

Additional Resources

Need help?

For complex production scenarios or process optimization, contact your implementation partner or technical support.