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Entering a Production Order

You will probably create Production Orders in three ways:
  1. The 'Create Planned Records from Ordered Items' Maintenance function in the Production and Sales Orders modules will create Production Orders to schedule the assembly of Output Items that you have sold in advance. To be sold in advance, the Output Item must be included in a Sales Order with a Planned Delivery Date.

  2. You can use the Sales Forecast register in the MRP module to predict the future monthly sales of Output Items. From a Sales Forecast record, you can create a Production Plan for each month, and from there you can use the 'Create Productions' Maintenance function to schedule the assembly of the Items that you expect to sell.

  3. You can enter Production Orders yourself.
You can decide whether the Maintenance functions mentioned in points 1 and 2 will create Productions or Production Orders, using the Generate Planned options in the Production Settings setting.

To open the Production Order register, first ensure you are in the Production module. Then, if you are using Windows or macOS, click the [Registers] button in the Navigation Centre and double-click 'Production Orders' in the resulting list If you are using iOS or Android, tap the [Registers] button in the Navigation Centre and then tap 'Production Orders' in the 'Registers' list. The 'Production Orders: Browse' window will be opened, showing the Production Orders that you have already entered.

The Done column shows "√" for Cancelled and Finished Production Orders and blank for other Production Orders. You can set this Status for each Production Order using the options in the header of the Production Order window.

If you are using Windows or macOS, you can sort the list by clicking on the column headings. To reverse the sort, simply click once again on the column heading. If you are using iOS or Android, tap on the column heading and choose the sort order you need. Repeat the procedure to reverse the sort.

To search for a particular record, first sort the list by the column that you want to use for the search. Then enter a keyword in the Search field at the top of the window (in the top right-hand corner if you are using Windows/macOS) and press the Return or Enter key (macOS) or Search (iOS/Android). The first record with a match for the keyword in the current sort column will be highlighted (if you are using Windows, a match will be highlighted as you type each character).

To enter a new Production Order, select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android), or use the Ctrl-N (Windows) or ⌘-N (macOS) keyboard shortcut. Alternatively, highlight a Production Order similar to the one you want to enter and select 'Duplicate' from the same menu. If you don't want to open the 'Production Orders: Browse' window before creating a new record, you can also use the + menu in the Navigation Centre (all platforms).

The 'Production Order: New' window will be opened, empty if you selected 'New' or containing a duplicate of the highlighted Production Order.

Since the amount of information stored about each Production Order will not fit on a single screen, the Production Order window has been divided into four cards. At the top of each is the header. There are four named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Production Order you are working with.

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The Production Order register in Standard ERP:

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