14. Production

List of Components

The lists of product components (bill of materials - BOM) used in the production process can be defined in the BOM tab of the Product window. The tab is editable only if, at product level, Bill of Material has been checked. To define a new list, in the BOM tab add a new record with the following properties:

• Name, Description

• BOM Type = "Current Active";

• BOM Use = "Manufacturing".

After defining the bill of materials, enter the components that will be used for production in the BOM Component tab, as described below:

• Component Type = "Standard Product";

• Component - the product that will be consumed in order to produce the end product;

• Quantity - the quantity of the component to be consumed to obtain one unit of the desired end product.

• Deviation Allowed - the percent of maximum deviation allowed (+/-) (starting with v14.06)

After entering or editing the BOM components, go back to the Product window and click on the Verify BOM button to validate the list. If one of the components has a BOM itself, it also needs to be validated.

The products with a BOM will be displayed in the Product BOM window, located in the Product menu. A product can only have a single active BOM at any given time.

The windows and processes through which you can define and manage bills of materials (BOMs) are described in Structures.

If the bills of material are registered outside SocrateCloud, then you can import them. Validating imported BOM's is done by using the Verify BOMs process, located in the Product menu. Details in Data Import.

Work Order

The work order is the document through which production is started and contains information about the resulted product, the components, the warehouse where production takes place ant the production dates. In SocrateCloud, based on a work order you can generate internal use inventory and material receipt documents, which register the corresponding stock movements for the products involved in the production process.

Work orders are managed using the Work Order (simple) window, located in the Manufacturing menu. The following fields are available:

• Document No, Description, Order Reference

• Document Type - determines the document statuses, generated documents, accounts used, etc. Details in Document Types;

• Order, Order line (informative) - sales order line based on which the work order was was issued;

• Date Ordered - date the order was registered;

• Date promised - estimated date for obtaining the final product;

• Account Date - date used to register accounting transactions;

• Business Partner, Address, Contact - business partner for which the order is registered (the customer) and the associated contact and location information;

• Product, Attribute Set Instance - final product obtained after completing the work order. Only products with a bill of materials can be selected. Details in Structures;

• BOM - the BOM/structure used to determine the final product components;

• Quantity, UoM - final product quantity, in the selected unit of measure;

• Warehouse, Locator - warehouse and locator where the products involved in the production process are located;

• Shipping Rule

• Price, Pricelist, Currency - are used to determine the stock entry price of the final product (will be used on the generated material receipt);

• Priority - indicate the work order's importance (Minor, Low, Medium, High, Urgent). Should there be multiple orders for a product, the execution order will be determined by priority;

• Approved - is used to indicate whether the document has been approved (if an approval workflow has been defined). Details in Workflows;

• Executed

• Start Date, Finish Date (informative) - start and end date for the production process;

Reference section - contains accounting dimensions used for analysis. Details in Accounting;

Status section:

• Document Status - indicates the current document status;

• Document Action button:

  • "Prepare" -> Document Status: "In Progress" - reserves stock for production. The order remains active and it's lines can be edited;

  • "Complete" -> Document Status: "Completed" - generates all the order effects within the system;

  • "Void" -> Document Status: "Voided" - cancels all the document's effects and prevents the document from being processed;

  • "Close" -> Document Status: "Closed" - permanently closes the document. No other document action can be applied;

• Copy Lines button - is used to copy the work order lines from another work order;

• Generate button - is used to generate work order lines based on the bill of materials selected for the final product;

• Generate Production button - is used to generate the material receipt through which the stock receipt for the final product is registered;

• Generate Internal Use Inventory button - is used to generate the internal use inventory through which the stock exit for the disposed products is registered;

The Bon Primire tab displays the material receipts and internal use inventory documents generated from the work order.

Work Order Lines

The material requisition (disposed components) for a work orders can be managed in the Work Order Lines tab. The records can be generated based on a bill of materials, can be copied from another work order or can be manually entered. The following fields are available:

• Line No, Description

• Business Partner, Address (informative) - business partner for which the work order was issued;

• Product, Attribute Set Instance - product disposed for production;

• Warehouse, Locator - the warehouse coordinates for the product;

• Quantity Disposed, UOM - disposed product quantity;

• Quantity Issued - quantity issued for production through internal use inventory documents;

• Date Disposed - date when the product was disposed;

• Date promised - estimated dated for product availability;

• Consumed - is used to indicate whether the disposed products should be consumed or not;

• BOM Use (system maintained) - indicated that the work order line was generated based on a bill of materials;

Reference section:

• Trx organization, Campaign, Project - accounting dimensions used for analysis. Details in Accounting;

• Deviation Allowed - the percent of maximum deviation allowed for this product (+/-) (starting with v14.06);

The Match Work Order tab displays the associated line from the internal use inventory that was generated from the work order.

Generate Internal Use inventory

The Internal Use Inventory document through which stock exit is registered for the disposed products can be generated automatically from the work order by pressing the Generate Internal Use Inventory button. The generated document will have the following properties:

• Movement Date = date when the process is run, regardless of the dates selected on the work order;

• Warehouse = warehouse selected on the work order;

• Date = current date;

• Document Type = corresponding document type selected when defining the work order type;

• Inventory Lines - will contain a record for each disposed product from the work order lines:

  • Product, Qty, Price, Locator - will be taken from the associated work order line;

The Generate Internal Use Inventory window, located in the Manufacturing menu, is used to generate internal use inventory document for multiple work orders, for the same warehouse. The following fields are available:

• Warehouse, Work Order, Business Partner - selection filters for the work orders that will be displayed in the window;

• Search button - is used to display a list of work orders, depending on the selected parameters. Only work orders for which inventory documents were not generated will be displayed;

• Process button - press to generate an internal use inventory document for each order selected, using the current date, and the document status determined by the Document Action parameter;

Generate Internal Material Receipt

The material receipt document through which the stock receipt is registered for the final product can be generated automatically from the work order using the Generate button. The generated document will have the following properties:

• Movement Date = date when the process is run, regardless of the dates selected on the work order;

• Warehouse = warehouse selected on the work order;

• Date = current date;

• Document Type = corresponding document type selected when defining the work order type;

• Receipt Line: Product, Qty, Price = final product and the corresponding price and quantity as defined on the work order;

Note: To successfully generate an internal material receipt, you must log in with the same organization as the one selected on the work order

Production Cost Price

The Generate Production Cost Price process, located in the Manufacturing menu, is used to identify the production costs of a work order. This process generates production prices for "Closed" work orders, based on the realised and posted consumptions. The generated result will contain the following:

• The confirmation of the production cost price process - OK;

• The currency used to calculate the production price;

• The total production value as per the Internal Use Inventory;

• The unit of measure UOM;

• Total produced quantity expressed in the corresponding UOM;

• Production Price/Product as per the Internal Material Receipt.

Reports

This Production Status report will return data regarding the work order status, allowing the user the possibility of filtering based on the Product and Date Ordered, Inventory Production Date and Inventory Internal Use Date intervals.

The Production Structure report will display, depending on the selected parameters, information related to registered work orders together with their corresponding Internal Material Receipts and Internal Use Inventories.