13.1.1. Agro Production

1. Register a Work Order

• Document No: enter a number, or let the system automatically assign one;

• Date Ordered and Data Promised: by default: the current date;

• Document Type: by default: Work Order SocrateOpen, but you can select another document type;

• Product: enter the end product that will be produced in this work order;

• Attribute Set Instance: if you have defined an attribute set instance for the product selected above, then you can enter this here. For details regarding the attribute set instances, please see 5.3. Product Attributes;

• BOM: enter the bill of materials;

• Order Coefficient: this is an additional measurable characteristic of the obtained end product (e.g. degrees for alcoholic beverages);

• Quantity: the quantity due to be produced, depending on the selected unit of measure;

• Warehouse and Locator: these represent the unique location where the products can be stored;

• Price: enter the entry price for the finite product;

• Price List: this field will be automatically filled in with the default list, which can later be changed;

• Priority: indicate the importance degree (High, Medium, Low) for the work order. This field is used with the purpose of producing a certain product. If there are multiple orders for the same product, then these will be executed in the order dictated by the priorities;

• Start date and Finish date: the start and finish date for the production of the selected product.

3. Operate Material Consumption Exemptions

If you are using other components than those in the BOM (e.g. replace a material), then we recommend you make these changes in the Work Order Line tab of the Work Order (simple) _Agro window.

You need to follow the steps:

• • Click on the product to be replaced;

  • Deselect the BOM Use checkbox;

  • The Product field becomes editable;

  • Select the replacement product;

  • Save the record and move on to the other changes (you must only change the product, not the quantity) or proceed to the next step (Complete Order and Issue Bills);

The replaced products will no longer appear as unconsumed in the Production Structure report.

4. Necessary Actions to obtain Production Reports

In order to obtain correct consumption reports, you need to:

• Associate the Internal Material Receipts and the Internal Use Inventories to the work orders (these can be either generated from the work order, or be manually entered);

• Make the exemptions on the work order, otherwise, if done on the Internal Use Inventory, replace the product by erasing the corresponding line and adding a new one in its place, not by directly replacing it on the corresponding line;

• Make sure that the work order as the Order Coefficient field filled in, where applicable;

• Fill in some fields in the Product_Agro window for the products (end product and components) with additional measurable characteristics:

  • Volume: fill in the volume corresponding to the product's unit of measure (e.g. litres for bottles);

    • For the components, you also need to fill in the following fields, accordingly:

      • Volume (value 1) - to calculate the consumed volume;

      • Production Reporting Type: select Volume Consumption.

  • or

    • Weight (value 1) to calculate the consumed weight (e.g. degrees for alcoholic beverages);

      • Production Reporting Type: select Weight Consumption.

Complete the work Order and issue the Internal Material Receipts and the Internal Use Inventories, as described in 14.1.4. Internal Material Receipt and 14.1.3. Internal Use Inventory.

After issuing these documents, print the work order as a production report.

5. Production Verification Reports

In order to verify the production registered in SocrateCloud, you can use the following two reports, found in the Manufacturing menu:

• • Production Completed Status_Agro

  • Production Structure_Agro

Production Completed Status_Agro - By filling in the available parameters, you will obtain a summary of the production reports for a certain time period.

2. Generate the material requisition - work order

In order to generate the material requisition (work disposition), you need to click on the Generate (SocrateOpen) button. A new window will be displayed to confirm the creation of new document lines in the work disposition.

The products in the quantities required to produce the end product will be automatically added into the Work Order Line tab, as per the predefined bill of materials.

The resulting disposition can be printed in order to prepare the material requisition.

After the work order has been generated, you need to Complete it.

The Internal Material Receipts and the Internal Use Inventories will be issued.

Production Structure_Agro - By filling in the available parameters, you will obtain reports regarding the registered work orders together with the corresponding Internal Material Receipts and the Internal Use Inventories.