Production Plan

Production Plan

Documentation

Introduction

• The Production Plan Form is used to plan and manage manufacturing activities within an organization.

• In ERP systems, it helps convert demand into structured production workflows.

• It ensures that raw materials, resources, and finished goods are properly planned and scheduled.

• It acts as the starting point for:

•  Work Order creation
  
•  Raw material planning
  
•  Manufacturing execution
  
•  Inventory reservation

• It improves:

•  Production efficiency
  
•  Inventory visibility
  
•  Coordination between sales, store, and manufacturing teams

Fields in Production Plan Form

Details Tab

A. Document Header Section

1. Naming Series: Defines the automatic naming convention for the Production Plan.

Helps in document tracking and identification.

2. Company: Specifies the company for which production is planned.

3. Posting Date: Indicates the date when the Production Plan is created.

By default, it takes the current date.

B. Demand Source Section

4. Get Items From (Mandatory)

This is a critical control field that defines the source of production demand.

It directly affects:

• Filters displayed

• Data fetched

• Workflow behavior

• Integration with other modules

Available Options in Get Items From

4.1 Sales Order

Description: Used when production is planned based on customer demand.

System Behaviour

When selected:

• The system enables filters:

o Item Code

o Customer

o Project

o Sales Order Status

o From Date – To Date

o From Delivery Date – To Delivery Date

• A Sales Orders section appears:

o User clicks “Get Sales Orders”

o System fetches relevant sales orders

• Sales Orders table includes:

o Sales Order Number

o Sales Order Date

o Customer

o Grand Total

o Status

• Option Available:

Consolidate Sales Order Items

o Merges similar items from multiple orders

o Reduces duplication

4.2 Material Request

Description: Used when production is planned based on internal demand.

System Behaviour

When selected:

• The system enables filters:

o Item Code

o Warehouse

o From Date – To Date

• A Material Request section appears:

o User clicks “Get Material Request”

o System fetches requests

• Table includes:

o Material Request Number

o Material Request Date

C. Select Items to Manufacture

5. Get Finished Goods: Fetches items that need to be manufactured. This is visible only when get items from field is selected.

Assembly Items Section

This section contains items to be produced.

Fields Include:

• Item Code → Finished product

• BOM No → Defines components required

• Planned Qty → Quantity to manufacture

• UOM → Unit of Measure

• Finished Goods Warehouse → Where items will be stored

• Planned Start Date → Production start date

E. Sub-Assembly Items Section

6. Sub Assembly Warehouse

Defines warehouse for sub-assemblies.

Options Available

Consider Projected Qty in Calculation

• Uses formula:

Required Qty (BOM) – Projected Qty

• Helps avoid over-ordering

Consolidate Sub Assembly Items

• Combines similar sub-assembly items

• Improves planning efficiency

Get Sub Assembly Items

• Fetches sub-components automatically

Sub Assembly Table Fields

• Sub Assembly Item

• BOM No

• Manufacturing Type

• Required Qty

• Projected Qty

• Qty to Order

• Supplier

F. Raw Materials Section

Options Available

• Include Non Stock Items

• Include Subcontracted Items

• Consider Minimum Order Qty

• Include Safety Stock in Required Qty Calculation

• Consider Projected Qty in Calculation (RM)

7. Get Items for Purchase / Transfer

Buttons Available:

• Get Items for Purchase Only

• Get Items for Purchase / Transfer

Raw Materials Table Fields

• Item Code

• Warehouse

• Type

• Required Qty (BOM)

• Projected Qty

• Required Qty

• Quantity to Order

G. Other Details Section

8. Total Planned Qty: Displays total quantity planned for production.

9. Total Produced Qty: Shows completed production quantity.

10. Status: Indicates document state (Draft, Submitted, etc.).