Create and execute a production order

This tutorial explains how to create a job and how to execute a job in production.

In general, there are several ways to use an order. These are called order types:

  • Delivery without calculation
  • Operating order without calculation
  • Services with calculation
  • Internal withdrawal / own use
  • Warehouse order without production
  • Pattern with / without calculation
  • work order
  • Immediate invoice without warehouse

Here, the order type work order chosen to enter an order and produce an item in the later process.

Soller no Customer order are included, the creation of the production order can be continued.

If a sales order already exists, it can also be assigned to a production order. However, this can only happen if the articles in both orders are identical. The assignment of sales orders is made via this Program.

Step 1 - Enter the order

The first step is to enter the order if a sales order is to serve as the starting point for a production order.

To do this, open the program assignments and pick a customer. The delivery and billing address as well as the customer order number will be automatically filled.

Select an existing order type and the order status, with the selection Release department head for the time being an examination and a release must be made before it is available for further processing.

Regarding the order type is to produce an article, the work order .

order items

Enter the individual order items by article.

Selection of an existing article taking into account the remaining time. The order quantity may exceed the actual storage quantity when entering an order. However, when loading eg a production order, the order quantity must be present.

total Disposable

This program part contains a complete overview of the order items. Here is the possibility to check the availability.


Contains information about the article of each customer. If no order has yet been created, then no information is stored.

If an order of the article has already been created, the original quantity of the last order is proposed (if deposited)

Item Overview

Contains an overview of the recorded items. Optional the possibility to add discounts.

Finish order and confirm

This tab now manages the total amount, discounts, currency information and discounts.

Based on the two tabs Order and additional texts Headers and footers that are relevant for delivery notes, packing slips or invoices, for example, can be added.

If you now confirm the order, if this has been done, it will appear in the program job control, which serves as an overview.

The order control

Order control is the central processing tool in procurement.

After completing the registration, it is possible to maintain (change the order, delete items or create new items) using this program.

To narrow down the search, you can check the status of the order, search for the order or customer number, and specify a time period. There is also a distinction between orders and credits:

With a click on "Update" the data are displayed according to the selected filter criteria.

To edit: This button can be used to subsequently change the complete job. It opens the order entry

Cancel: This button can be used to cancel the entire order. A confirmation prompt appears asking if the order really should be canceled.

Show positions: This button can be used to display the order items, which are only used to display and check items; as can be seen in the following mask:

Release an order

When creating a contract will the job status specified. An order can either have the status FREI or contain a lock, after which a release must be made, for example, by a department manager or the QA department.

This release is in any case necessary for further processing of the order (for example, the creation of a production order).

Such a release succeeds through this program:

Limit your search according to the customer number, order number or date and select an order that has not been released.

Now click on Release, to give the order the status FREI and for the further Ver

Assignment of sales orders

Open the program assignment, which is accessible via the menu. This can now be used to assign an order to an article or FA:

Production Planning contains all sales orders that are planned or in progress.

If there are differences, these must be ordered .

The assignment

Use drag & drop to assign the sales order to a production order.

Choose one filter setting from (location, item, customer or order) or search for a customer or item using the search function.

Create a production order

In order to create and process a production order, the article to be produced must be dispatched.

Select the following menu item:

is dispatched to

The loading of a production order takes place via the following program. An alternative and rapid loading accomplishes the assignment of a sales order and the direct loading in the program assignments.

When loading only a production order is created, which will be planned in the near future. The start of the actual production thus begins only at starten a production order.

By loading the complete manufacturing structure is created here. It is between planned order (not started) and active contract distinguished.

  • First, select the article to be processed and indicate if it is a recipe or BOM trades
  • Enter the order quantity, which must be postponed if quantities are missing
  • Generate a final and a customer batch.

If there is a sales order for the selected article, select it from the list for the sales order.

  • Now specify whether the loading should take place automatically or manually using a date:

Now click Load production order and close the program. The production order is now in the overview.

Edit a production order

A post-processing is provided (only at planned and  activated Orders), as materials can be exchanged, order quantities adjusted and batch data and the production period can be changed.


Here it is possible to use substitutes as substitute material.

When replacing materials, it is checked whether substitutes are available and these may also be used as substitutes. Click on the following button to exchange or check the validity of the use.

Split a production order

The splitting enables a division into several orders, so individual quantities can be produced at different times. Depending on the number of sub-items, corresponding orders are generated (in the example 2 orders with 300 and 400 unit quantities each), whereby the original order is canceled.

click on splittingto go to the following window:

Enter the partial quantities and assign a start and end date for production:

Click on Schedule splitting The production order is subdivided into 2 partial orders. The following message appears to confirm the splitting:

Activate a production order

Now a planned production order can be activated.

If missing quantities are given, this will be in the column shortfall marked in red (circled in red).

The production order can be activated, but only the specified quantity (max. Possible prod. Quantity) can be produced and differs from the total order quantity.

If the total quantity is to be produced, then one must Order and  warehousing of the article.

Now click Enable, Consequently, all materials and raw materials are reserved and included execution report printed, which contains all articles and their quantities as well as possibly missing quantities:

Start production order

If a production order is activated, it can now be started. Thus, the product is produced with the containing articles, materials and raw materials.

Also partial-confirmed orders can now be started and the remaining quantities are produced.

All started production orders are now in the Overview-Launched view.

Here the traffic light system is to be considered:

If there are shortages, they must first be checked in or adjusted before they can be started. A shortage or insufficient quantity can be recognized by a red marking.

To adjust shortfalls, click Edit. Editing is discussed in the following section -> FA overview

If an order or stock booking is necessary, we refer to the storage of stocks -> inventory transaction

This overview now offers various functions to be able to process a production order further.

Production orders overview

The overview is a useful tool for monitoring and controlling production orders. A traffic light system is used to check whether an order can be started or is already being executed.

Part of confirmed orders have already been started and have already completed one production run, but not the entire order. Partial confirmation occurs when an order is processed in several stages (production over several days or shifts).

A planned order or active contract can in the program Load production order be loaded.


Edit a production order

Post-processing is possible insofar as materials can be exchanged, quantities changed and batch data and the production period can be changed. When replacing materials, it is checked whether substitutes are available and these may also be used as substitutes.

To confirm a production order

After a production order has been dispatched and started in the previous steps, feedback is required after the production of an item has been completed. Based on this feedback, the proportions of the required recipes are debited from the inventory.

A production order can be confirmed several times (feedback of partial quantities), therefore several are Visits possible per production order. If a partial confirmation is carried out, the production order remains open for further calls. If the entire quantity has been produced and confirmed, the production order is completed.

About completing an order

The order will be completed automatically as soon as the entire quantity has been confirmed.

Was after the production carried out should not consumes the entire order quantity, there is the possibility of the Order manually complete.

The produced goods will only be booked to a corresponding warehouse after complete completion of the production order.

Previous Report

Select the corresponding production order. The code of the call is automatically suggested.

"If an order has already been partially confirmed, the value of the call increases by 1, so a call indicates the amount of confirmations carried out."

Now, if necessary, a different Booking The order is put in lock when a change of the booking type and must be released.

If this is not the case, then we dedicate ourselves to that booking units:

Select a size class from the list and assign the stack weights and unit heights. In this example, a Euro pallet with a maximum weight of 50 kg is used. With a total weight of 420 kg, 9 pallets are required, whereby the last pallet contains a partial amount of 20 kg remaining.

Feedback amounts

production quantity identifies the entire quantity of the production order

Feedback amount is the quantity to be reported back for the current call of the order

residue corresponds to the total amount still open

If the entire quantity was manufactured within a call, then the corresponds production quantity the same Feedback amount.

Now click on the tab Consumption

See consumption

This listing is for the pure information source. Here all articles of the manufacturing order are sorted and marked on the basis of the batch.

Each existing unit contains the confirmed and reserved individual quantities of each item (in this case, raw materials only).

Now click on the tab store


With store The specified reservations are now booked after the destination warehouse and area have been specified, and the callback (partially / completely) is reported back.

Each individual unit (in this case a pallet) can be assigned to its own parking space.

The order is completed as soon as there are no reserved stocks left.

Now click postto complete the feedback.

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