User Manual

Manufacturing Orders

The Production planning -> Manufacturing orders section displays a list of all manufacturing orders (MO), including service and repair orders.

The Production planning -> Manufacturing orders allows

  • creating, editing and updating manufacturing orders,
  • seeing the overview of all the orders,
  • seeing progress by order status and parts availability status,
  • searching and filtering manufacturing orders,
  • exporting the list of manufacturing orders.

Jump to:

  1. Tips and tricks.
  2. Production planning FAQ.
  3. How to schedule a Manufacturing Order?
  4. How to assign an operation to a worker? How to set default workers?
  5. Where do I see the master production schedule?
  6. Where can I report production operations?
  7. How to reschedule manufacturing orders?
  8. What are the manufacturing order statuses?
  9. What are the parts statuses? What does the color coding mean?
  10. What is finite resources scheduling? What is material and capacity planning?
  11. What is forward scheduling?
  12. What is backward scheduling?
  13. How to schedule subcontracted services?
  14. How to schedule make-to-order bespoke manufacturing?

Tips and tricks

  • Click Add to add a new Manufacturing Order (MO).
  • Click Choose columns to choose which columns to display.
  • Drag the columns to rearrange them.
  • The table can be searched and filtered (see Usage tips for wildcards).

Rescheduling Manufacturing Orders or operations

There are several ways to reschedule manufacturing orders:

  1. Use Click-and-Drag Rescheduling in Production planning -> Production schedule in the Calendar or in the Gantt charts views, where it is possible to drag a MO or just individual operations to new times. The software will check material and capacity availability and resolve calendar conflicts.
  2. Use Click-and-Drag Rescheduling in the calendar Production planning -> Workstation types -> A workstation group's report: calendar, where it is possible to drag operations of that particular workstation type to another time. The software will check material and capacity availability and resolve calendar conflicts.
  3. Manually edit the operations' durations of a Manufacturing Order.
  4. Delete the order and schedule it again.

If one order is rescheduled, this will not automatically reschedule the whole production calendar. It's worth to keep in mind that while often times it is good to reschedule, it's still not wise or necessary in every case:

  • From the perspective of gathering feedback, it's okay to finish on other times, or in another order. This is vital information which can be used for better planning in the future.
  • If the jobs are going to be finished in the same day, but in another order (for whatever reason), it's likely a waste of the production planners time to formally drag them around in the planning calendar.

Manufacturing order statuses

  • The order is in status New if it requires approval (only used if Order Approval functionality is enabled)
  • The order status is Scheduled when it has not started.
  • The status is changed to In progress when a worker reports the start of the first operation.
  • The status is changed to Paused when a worker pauses an operation, or when all operations are finished, but the order is not finalized.
  • The status is changed to Done when the manufacturing order is finished.

Parts status and color coding

The text color indicates the status of parts availability (corresponding to column "Parts status"):

  • Not booked - all required parts are not booked;
  • Delayed - all parts are booked and ordered. Some parts will become available after the planned start time of the manufacturing order;
  • Expected - all parts are booked and ordered. Some parts have not yet been received but will arrive according to the schedule;
  • Received - all parts are booked and in stock.

Default workers and departments, assigning operations