Manufacturing — User Guide

Recommended roles:

• Manufacturing Admin
• Manages master data (BOMs, routings, work centers) and configuration.
• Planner
• Creates work orders, schedules work, and manages priorities.
• Production Supervisor
• Assigns work, reviews progress, resolves blockers.
• Work Center Operator
• Executes steps and updates statuses (where applicable).
• Inventory/Warehouse
• Issues materials and receives finished goods when integrated.
• Quality / Reviewer
• Performs checks and records outcomes (if enabled in your flow).

Best practice:

• Separate “master data owners” from “execution users” to keep BOMs/routings clean.

### 1) Confirm Inventory foundations
Manufacturing works best with Inventory enabled:

• Item master data (components and finished goods)
• Warehouses/locations
• Stock movement governance

### 2) Define work centers
Create work centers that reflect production stations:

• Name (e.g., Cutting, Assembly, Packaging)
• Capacity assumptions (if used)
• Ownership (who manages the station)

### 3) Define routings
Routings describe the execution path:

• Sequence of operations/steps
• Work center per step
• Estimated time per step
• Ownership per step

### 4) Build Bills of Materials (BOM)
For each manufactured product:

• Define component list and quantities
• Define allowed substitutes (if used)
• Validate BOM against real production usage

### 5) Define production policies
Decide:

• How materials are issued (pre-issue, issue-by-step, issue-at-start)
• How finished goods are received (upon completion, batch receive)
• Who can adjust quantities and why
• How you handle rework/scrap (policy + documentation)

### 6) Numbering and naming
Standardize:

• Work order naming format (e.g., WO-YYYY-####)
• Product codes and variants naming
• BOM versioning (if you change BOMs often)

### Workflow 1: Create a BOM

1. Create or select a manufactured product item
2. Create a BOM for the product
3. Add component items and required quantities
4. Save and review BOM with production team
5. Lock/standardize the BOM once stable

Tips:

• Avoid “misc” component lines; use real items to keep reporting clean.
• Add notes for critical steps (tolerances, required tools, etc.).

### Workflow 2: Create routings and work centers

1. Create required work centers
2. Create a routing for the product
3. Add ordered steps:

• Step name
• Work center
• Estimated time
• Person in charge (if used)

1. Save the routing and validate it matches real operations

### Workflow 3: Create a work order (manufacturing order)

1. Choose product to manufacture
2. Set quantity and required date
3. Select BOM + routing
4. Confirm component availability (via Inventory)
5. Release the work order to production

### Workflow 4: Issue materials (inventory integration)
Common approaches:

• Issue at start (reserve/issue full BOM quantities upfront)
• Issue by step (issue per routing step)
• Issue at completion (less common; weaker controls)

Steps:

1. Confirm required components and quantities
2. Post issuing movements from the source warehouse
3. Track shortages and trigger procurement when required

### Workflow 5: Execute production and record progress

1. Start work order
2. Progress through routing steps
3. Record:

• completed quantities
• time/notes (if used)
• blockers and exceptions

1. Mark work order complete when finished

### Workflow 6: Receive finished goods + close the order

1. Receive finished goods into target warehouse
2. Confirm inventory reflects the new stock on hand
3. Close work order
4. Review material usage vs planned quantities (variance)

Common manufacturing views:

• BOM list and BOM component breakdown
• Work orders by status (planned / in progress / complete)
• Work center workload (where supported)
• Production output and completion history
• Material usage vs plan (variance review)
• Export packs for audits/reporting (via Exports)

Recommended cadence:

• Daily: work order queue + shortages
• Weekly: throughput review + bottlenecks
• Monthly: variance + master data cleanup (BOM/routing accuracy)

### Can’t create a BOM because items are missing

• Ensure component items exist in Inventory.
• Ensure item groups and units are configured.

### Work order can’t start due to shortages

• Check stock on hand for components.
• Trigger procurement or transfer stock from another warehouse.
• If policy allows, partially issue and proceed with remaining later.

### Finished goods stock doesn’t increase

• Confirm receiving was posted to the correct warehouse.
• Confirm the work order was completed/closed in your flow.

### Material usage is inconsistent

• Review BOM accuracy (correct quantities, correct components).
• Review who can edit BOMs and enforce approvals for changes.
• Track adjustments with reasons (rework/scrap/corrections).

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