Manufacturing · Setup & configuration · 8 min read

Production settings, profiles and company switches

Set the company rules for production, costing and posting, and choose what each production profile turns on.

Before you begin

You need manufacturing.configure. Reading the settings needs only manufacturing.view. Agree the posting and approval rules with Finance and Production management before you change them.

Steps

Change the settings

1. Go to Manufacturing > Configuration > Production Settings.
2. Set the defaults: Default production profile, Default warehouse, Default calendar.
3. Set cost rates: Overhead on material, labour and machine % (0 to 500, default 10) and Labour rate per hour (AED 45.00 where a work centre has none).
4. Set material rules:
   • Reserve components at release reserves each stocked component in Inventory.
   • Allow release with short components: off means release is refused when a component is short.
   • Over-issue tolerance % (0 to 100): with 5 %, 40 legs may be issued up to 42.
   • Backflush all or nothing: on means a short backflush refuses the whole registration; off takes what exists.
5. Set control rules:
   • Quality checks must pass to complete: blocking checks that are pending, failed or on hold stop Complete.
   • A BOM is approved by someone other than its author: applies to BOM and route versions.
   • Scrap above this quantity needs approval (0 = never).
6. Set planning: MRP horizon (days), 7 to 730, default 60.
7. Optionally tick Hide smart buttons with nothing in them.
8. Click Save. The message 'Saved.' appears and the change is audited.

Turn on cost posting

1. Tick Post production costs to the ledger (WIP).
2. In Posting accounts leave the codes empty to use the defaults, or type account codes: Work in progress 1250, Applied labour 5250, Applied machine cost 5255, Applied overhead 5260, Production variance 5310, Abnormal scrap expense 5320, Subcontract accrual 2150.
3. Save. Missing default accounts are created in the chart. A typed code must be a posting account: 'Account 9999 is not a posting account.'

Production profiles

Manufacturing > Configuration > Production Profiles lists Light Assembly, Discrete, Process / Formula, Subcontract and Engineer to Order. Each has feature ticks: Routes and operations, Work orders, Quality, By-products and co-products, Subcontracting, Lot / batch control, Costing, Project costing, Change control, Yield. If a feature is off, the order hides that tab. With Quality off no checks are raised; with By-products off none are received. A BOM chooses its profile.

Company switches

An administrator opens Administration > Applications > Manufacturing.

1. On Features, switch On or Off: MRP and planned orders, Quality checks and non-conformance, Subcontracting, Scrap and rework, By-products. BOMs, routes and manufacturing orders are always on.
2. On Fields, set Source reference, Manufacturing order project, Customer complaint reference and Non-conformance due date to Normal, Hidden, Required or Read-only.
3. Click Preview, then Propose. A second administrator approves; nobody approves their own proposal.

What happens next

• Switching a feature off removes its menus and refuses changes through it with a message such as 'MRP and planned orders is disabled for this company.' Existing records stay readable.
• A Required field blocks saving until filled: 'Source reference is required by this company before this step.' A Hidden field removes the box and refuses a value on a new record.

Good to know

• New estimates use the current overhead percentage. Orders already made keep their figures until re-read.
• The scrap-approval limit applies to each scrap record's quantity. See Scrap and rework.
• Rates and the overhead percentage can be seen by anyone who can read the settings.