Manufacturing · Reference

Actions and results

What each Manufacturing button and automatic behaviour does, with worked numbers and what the system refuses.

On this page (32)

Dashboard Manufacturing Orders MO record MO record > Work Orders Work Orders Shop Floor Demand MRP Planned Orders Production Schedule Capacity Planning Material Shortages Quality Checks Non-Conformance Subcontract Orders Vendor WIP / Components to Vendor Bills of Materials BOM record Route record Standard Cost Configuration registers Calendars Maintenance Blocks Production Profiles Production Settings Reports Lot Traceability Pivot / Graphs Applications > Manufacturing > Features Applications > Manufacturing > Fields Product record ERP assistant

Dashboard

Action	When	What you do	What happens
Tiles match the lists	Some orders in each state, one late, one short component	Open the Dashboard; compare Open MOs, Released, In Progress, Late Orders with Manufacturing Orders tabs; Material Shortages with Planning > Material Shortages	Open MOs = Draft + Planned + Firmed + Released + In Progress; Late = open orders whose planned finish has passed; shortage count = component lines Short or Partial; Production Today = units received today (Dubai date)
Scrap % and cost tiles	One finished-goods scrap of 1 this month and 9 received; a user with and one without manufacturing.cost.view	Open the Dashboard as each user	Scrap % = 1 / (9 + 1) = 10.0 %; WIP Value, Production Variance tiles and the Cost Variance card are shown only to the user with cost.view
Cards open their records		Click a late order, a shortage row, a quality exception, a running work order; click the Open / Capacity Planning / Shop Floor links	Each opens the MO record or the named screen; New Manufacturing Order opens the new-order dialog

Manufacturing Orders

Action	When	What you do	What happens
Tabs, search and cards	Orders in several states	Click each tab; search part of an MO number, a source ref (SO-000487) and a lot; switch to Cards and back; reload the page	Counts in brackets match; Planned tab shows Planned and Firmed; Late shows open orders past planned finish; search finds by number / source ref / lot; the List / Cards choice is remembered
Cost columns hidden	A user without manufacturing.cost.view	Open the list and the cards	Est. Cost and Actual Cost are empty for this user; for a cost.view user they show AED amounts
Create an order	Test data above	New; Product OT-1000; Production Qty 10; leave BOM empty; Warehouse MAIN; Priority High; Source Manual; Save	MO-00000N created as Draft and opens; BOM-OT-1000 (v1.0) and RT-OT-1000 picked automatically; 3 component lines (TT-01 10, LG-01 40, SC-01 160); 2 work orders (WO-..., Cutting 150 min, Assembly 180 min); planned start = next working moment; History 'Order MO-... created'
Create from a sales order	Confirmed test sales order SO-000487	New; Source = Sales Order; Source reference 'so-000487' (lower case); Save; then try 'SO-999999' and a draft SO	Saved with the SO linked (Sales Orders smart button = 1); 'No sales order has that number.' and '<SO> is not confirmed yet.' for the others
BOM must fit the product and quantity	BOM v1 with Max qty 50 (set via API) or no active version	Create an MO for 60 tables; then pick a BOM of another product via API	Refused '<BOM> has no active version for 60 on <date>.'; 'That BOM makes another product.'

MO record

Action	When	What you do	What happens
Stage rail, pager and chips	Open an order from the Released tab of a list of 3	Look at the rail and the pager; press Next / Previous; set Planned Finish to yesterday on an open order	Rail shows past / current / future stages; pager '2 / 3' walks the same filtered list; a past planned finish shows the red 'Late' chip
Header edits and Save	Draft order	Change Production Qty 10 -> 12, Priority, Responsible, a note; Save	Saved; component lines recalculated (TT-01 12, LG-01 48, SC-01 192); work orders re-made; estimate refreshed (12 x 237.875 = 2,854.50); revision +1; History shows the change
Released order is frozen	Released order	Try to change Product, BOM, Route or Qty (screen fields are read-only; try via API PUT)	Refused 'The order is released: its product, BOM, route and quantity are fixed. Short-close it or make a new order.'; Planned Start, Priority, Responsible, notes still editable
Edit conflict	Same Draft order open in two tabs	Save a change in tab 1, then a change in tab 2	Tab 2 refused 'Someone else changed this record. Reload it and try again.'
Plan	Draft order with BOM and route	Press Plan	Status Planned; work orders scheduled forward from planned start on the work-center calendars; estimate refreshed. Without BOM, route and components: 'The order has no BOM, no route and no components - add a BOM or a route for the product, or the components.'
Firm and Back to draft	Planned order	Press Firm; then More > Back to draft	Firm -> Firmed and rescheduled; Back to draft -> Draft (needs manufacturing.plan); wrong state -> 'This order is draft - it cannot be firmed.'
Release reserves and freezes	Planned order; enough stock; settings Reserve at release On	Press Release; open Materials tab; open Inventory stock of LG-01	Status Released; BOM and route snapshot taken (later BOM versions do not change this order); LG-01 40 reserved in MAIN stock; first work order Ready, others Planned; final-point quality checks raised; lot-tracked product gets lot = MO number
Release with short components	Only 25 LG-01 free; Allow release with short components Off	Press Release; then set the setting On and release again	First refused 'Components are short. Buy or transfer them, use a substitute, or release with the partial-start policy.' listing 'LG-01: need 40, free 25'; with the setting On it releases and LG-01 shows Partial
Release checks versions and resources	BOM version deactivated after the order was planned; a WO resource missing an operation skill	Release	Refused 'BOM version 1 is inactive - an order is released on an approved or active version.' / '<resource> is not qualified for <operation>: <skill> missing or expired.'
Preflush at release	BOM line with Issue method Preflush (e.g. 10 TT-01)	Release	A material issue 'Preflush at release' is posted at release for the preflush line (MI-...), Material Issues smart button 1, order moves to In Progress
Start Production	Released order	Press Start Production	Status In Progress; actual start set; History 'Released -> In Progress'
Material issue (manual)	Released order, 40 LG-01 and 10 TT-01 in MAIN	Quick Actions > Material Issue; keep TT-01 10 and LG-01 40 (screws are backflush, not listed with 0 to issue? they are listed); Issue	MI-00000N created with one Inventory internal transfer MAIN/Stock -> MAIN/PROD; TT-01 and LG-01 on hand fall by 10 and 40; their reservation is consumed first; value 1,200 + 600 = AED 1,800.00 into WIP (cost ledger 'material'); order goes Released -> In Progress
Issue more than needed	Over-issue tolerance 0 %, then 5 %	Issue 45 LG-01 against 40 required; set tolerance 5 % and issue 42, then 43	45 refused 'LG-01: 45 is more than the 40 still needed. Record it as extra use, or change the order.'; with 5 %: 42 allowed (40 x 1.05), 43 refused
Return material	40 LG-01 issued	Row menu LG-01 > Return; qty 5; Return	Return MI- created MAIN/PROD -> MAIN/Stock; 5 back on hand at the rate they were issued (AED 15.00) = AED 75.00 out of WIP; Issued shows 35; returning 50 -> 'Only 40 of LG-01 is on the order to return.'
Issue by lot	Lot-tracked component with lots LOT-A (5) and LOT-B (10)	Issue it without choosing a lot; then choose LOT-A	Without lot refused '<code> is tracked by lot - choose the lot it comes from.'; with lot issued and the lot shown on the Material Issues list
Availability and substitute	Approved substitute LG-02 for LG-01 (ratio 1, no approval)	Materials row menu > Availability; press Use on LG-02	Dialog shows On Hand, Reserved, Available, Incoming, warehouse breakdown, expected receipts and substitutes; Use moves the still-to-issue qty: LG-01 required drops, new line 'Substitute for LG-01' with the same qty x ratio; History records it
Add Material and Add Work Order	Draft order	Add Material GL-01 qty 2; Add Work Order 'Polishing' at POL setup 10, run 3	Added line kept when the BOM is re-read; new WO with run 3 x 10 = 30 min, numbered WO-... and scheduled; estimate rises by the new hours; adding to a completed order -> 'A finished order takes no more operations.'
Register production (partial) - cost relief	Order of 10 In Progress; TT-01 + LG-01 issued (1,800.00); Cutting completed with 150 min (labour 112.50, machine 75.00, overhead 18.75)	Register Production: Good 4, Rejected 0; Save	Backflush issues 4 x 16 = 64 SC-01 = AED 16.00; WIP = 1,800 + 206.25 + 16 = 2,022.25; receipt PR- for 4 at min(2,022.25 / 10, 237.875) = 202.225 a unit = AED 808.90 out of WIP into finished goods; Produced 4 / 10, progress 40 %
Register production (last) takes all WIP	Continue the order above: Assembly completed with 180 min (labour 135.00, overhead 13.50)	Register the remaining 6 good	Backflush 96 SC-01 = 24.00; WIP before = 2,022.25 - 808.90 + 148.50 + 24.00 = 1,385.85; this finishing receipt takes the whole 1,385.85 (to the cent); finished goods total 808.90 + 1,385.85 = 2,194.75 = all actual cost; WIP 0.00
Register more than is left	10-unit order with 6 produced	Register Good 5	Refused 'Only 4 is left to produce on this order.'; good 0 and rejected 0 -> 'Enter the good or the rejected quantity.'
Strict backflush	SC-01 on hand only 50, need 64; Backflush all or nothing On, then Off	Register 4 good	On: refused 'Backflush is short - nothing was posted.' with 'SC-01: needs 64, 50 available', no receipt made; Off: 50 consumed, receipt made, SC-01 stays short on the order
Backflush of a lot-tracked component	A backflush component tracked by lot	Register production	Refused '<code> is lot-tracked: backflush cannot choose a lot for it. Issue it by lot, or set it to manual.'
Rejected to rework	In Progress order	Register Good 3, Rejected 1, tick Send rejected to rework	Rejected Qty 1 on the order; Rework RW-... (Requested, qty 1) created; Rework smart button 1
Lot on a lot-tracked product	Product tracked by lot	Register with Lot / Batch empty; then print the Batch label	Lot = MO number created in Inventory and received with the goods; Batch label shows lot, product and produced qty with a Code 128 barcode
Record scrap - normal vs abnormal	In Progress order with estimate 2,378.75 for 10	Record Scrap: Finished goods, qty 1, reason DEFECT, Normal ticked. Then another: qty 1, Normal unticked	Both SC- records Done; order Scrapped 2, remaining 10 - produced - 2; normal scrap cost 1 x 237.875 = 237.88 stays in WIP; abnormal 237.88 leaves WIP to Abnormal scrap expense (journal Dr 5320 / Cr 1250 when posting is on)
Material scrap	40 LG-01 issued	Record Scrap: Material scrap, Component LG-01, qty 2; then qty 50	Done: LG-01 scrapped 2, cost 2 x 15.00 = 30.00; 50 refused 'Only 38 of it was issued to the order.' (40 - 2)
Scrap above the approval threshold	Settings: Scrap above this quantity needs approval = 5	Record finished-goods scrap qty 6	Scrap SC- Waiting approval; the order's scrapped qty is NOT changed until approved; Close is refused 'A scrap record is waiting for approval.'
Complete Production - what stops it	In Progress order with 4 of 10 made, a work order paused, a blocking check pending	Press Complete Production	Dialog 'Before completing' lists: '6 still to produce - register the production, or short-close the order.', 'Work order WO-... Assembly is paused.', 'Quality check QC-... <name> is pending.'; no Complete anyway button
Complete with warnings only	All 10 produced; LG-01 issued 35 of 40; one WO never started	Complete Production; then Complete anyway	Warnings 'LG-01: 35 issued of 40 needed for what was made.' and 'Work order ... was never started; it closes with the order.'; Complete anyway -> Completed; leftover reservations released; untouched WOs marked Completed
Complete needs a receipt and a lot	Tracked product produced without lot (API) / produced qty set without receipt	Complete	Blocking '<code> is tracked - the finished goods need a lot.' / 'No finished goods have been received.'
Short-close	Order of 10 with 8 produced	More > Short-close; reason empty; then 'Customer reduced order to 8'	Empty refused 'Say why the order closes short.'; with reason -> Completed, open work orders Cancelled, History 'Short-closed: 8 of 10 made. Customer reduced order to 8'
Close - settle WIP into variances	The completed order of the worked example (WIP 0.00, actual 2,194.75, estimate 2,378.75)	Press Close; open Costs tab	Closed; 'Variances at close' list: Material usage 0, Material price 0, Labour efficiency 0, Labour rate 0, Machine 0, Overhead -184.00 (actual 32.25 vs estimate 216.25), Yield +184.00; settled total 0.00 = remaining WIP.
Close with WIP left	Completed order still holding AED 50.00 in WIP (e.g. issued extra material after the last receipt)	Close	A 'variance' cost row of -50.00 clears WIP; with posting on: Dr Production variance 5310 50.00 / Cr WIP 1250 50.00; WIP report shows 0.00
Close blocked by open NCR / scrap	An open NCR linked to the order	Close	Refused '1 non-conformance report(s) are still open on this order.'
Cancel and Reopen	Released order with reservations, nothing issued	Cancel (confirm); then Reopen	Cancelled: reservations released, open WOs Cancelled, pending checks deleted; Reopen -> Draft, snapshots cleared, WOs back to Planned. With issued material: 'Material has been issued to this order. Return it to the warehouse before cancelling.'; with production: 'Goods have been produced; short-close the order instead.'
Duplicate and Reschedule	Any order	More > Duplicate; on an open order More > Reschedule from now	Duplicate makes a new Draft with the same product, qty, BOM, warehouse, priority, project and notes and opens it; Reschedule moves the WOs forward from the next working moment and logs 'Rescheduled'
Smart buttons and Related Information	Order with issues, receipts, a scrap, a check	Click each smart button and each Related Information line; View All	Counts match the records ('—' when none, Quality '2 / 3' done of total); dialogs list the records; History and Comments open the History tab; Hide-empty setting hides zero buttons
Costs tab	Cost.view user; order with costs	Open Costs	Estimated / Actual / Variance per category (Material, Labour, Machine, Subcontract, Overhead, Scrap, Rework), totals, WIP held, To finished goods, cost ledger lines with dates; tab hidden for users without cost.view
Print the order and labels	Order with lot and WOs	Print > Manufacturing order; Finished good labels; Batch; WIP; Material; Serial (non-serial product)	Each opens a printable page with Code 128 barcodes (finished labels: one per produced unit, max 500); Batch disabled without lot; Serial disabled for a non-serial product; via API Serial with none produced -> 'No serials were produced on this order.'
Documents and comments		Documents > Upload a 400 KB PDF; open it; History > write a comment, Post	File listed with size and time and opens inline; History shows 'Document attached: <name>' and the comment with your name and time

MO record > Work Orders

Action	When	What you do	What happens
Start, pause, resume, block, unblock	Released order	Row menu Cutting > Start; Pause; Resume; Block (reason 'Guard missing'); Unblock	Start -> In Progress (order also In Progress); Pause -> Paused; Resume -> In Progress; Block -> Blocked with the reason; Unblock -> Paused (it had started) - each in History
Dependencies	Assembly depends FS on Cutting	Start Assembly before Cutting is completed	Refused 'Cutting (WO-...) has to finish first.'; after Cutting completes, Assembly becomes Ready automatically
Complete a work order - time cost	Cutting In Progress	Complete: Good 10, Rejected 0, Minutes worked 150	WO Completed; actual run 150 min; cost rows: labour 2.5 h x 45 = 112.50, machine 2.5 x 30 = 75.00, overhead (112.50 + 75.00) x 10 % = 18.75 (journals Dr 1250 / Cr 5250, 5255, 5260 when posting on)
Completing the last operation registers production	Assembly is the last WO	Complete Assembly with Good 6	Production for 6 registered automatically (receipt PR-, backflush) - same as Register Production; a repeat of the same completion is not received twice
Quality blocks a work order	A blocking check on Assembly still Pending	Complete Assembly	Refused 'Record the quality checks of this operation first: <check name>'

Work Orders

Action	When	What you do	What happens
List and tabs	WOs in several states	Open Work Orders; click each tab; open a row	Open shows WOs of released / in-progress orders only; other tabs filter by status; the row opens its MO

Shop Floor

Action	When	What you do	What happens
Queue and scan	Two work centers with WOs	Pick ASM; scan 'wo-000002'; scan an MO number; scan 'CUT'	Queue lists the center's WOs (running first, then by planned start); scanning a WO opens it, an MO opens its first Ready / running WO, a center code switches the queue; choices remembered on the tablet
Pause with a downtime reason	Running WO	Pause; choose 'Machine breakdown'; Save; Resume after 20 min	A downtime stretch with reason BREAKDOWN is logged ('Down since' shown); downtime minutes 20 counted in Downtime report; labour is costed for downtime, machine and overhead are not
Complete on the last operation	Last WO running	Complete: Good 10, Rejected 1	Good 10 received into stock (note shown 'This is the last operation...'); rejected 1 always creates a rework request from this screen
Retry is applied once	Running WO; slow network	Press Complete, and if the answer does not come press again (or replay the same request with the same command_key via API)	Only one completion, one receipt and one cost entry; the repeat answers with 'repeated'
Record scrap from the tablet	Running WO	Record Scrap; qty 1; choose a reason; Save	Process scrap on the order linked to the work order; Save is disabled until a reason is chosen

Demand

Action	When	What you do	What happens
Sales demand comes from confirmed sales orders	Confirmed SO for 25 OT-1000, 5 delivered	Open Demand > Sales Orders	Row SO number, OT-1000, qty 20 (25 - 5 delivered), due = SO due date, customer; draft SOs are not listed
Forecast / manual demand		New demand: Forecast, OT-1000, 30, due 30/10/2026, scenario base; Save; edit qty to 35	DEM-00000N saved and listed under Forecast; edit saved

MRP

Action	When	What you do	What happens
Net requirement with safety stock, minimum and multiple	OT-1000: on hand 5, confirmed SO demand 25, parameter safety 3, minimum 10, multiple 5, lead time 2 days; nothing incoming	Run MRP (scenario base)	Proposal PLN- production for 25: 3 - (5 - 25) = 23 needed, raised to the multiple of 5 = 25; start = due - 2 days (moved to today with 'expedite' exception if in the past); pegged to the SO
Dependent demand of the level below	Same run	Look at the planned orders after the run	Component proposals from the BOM explosion of the 25 tables: TT-01 25, LG-01 100, SC-01 400 (less their stock and incoming), due on the table order's start date; purchase when the component has no BOM
Re-run keeps firmed supply	Firm one proposal; reduce the SO demand; run again	Run MRP	Unfirmed proposals of the scenario are replaced; the firmed one is kept and, if no longer needed, flagged '<code>: firmed supply exceeds demand by N (demand M).'; the Inputs fingerprint is the same when nothing changed
Purchase proposal without supplier	Component with no planning parameter supplier	Run MRP	Purchase proposal in Review with exception 'No supplier - choose one to firm it.'

Planned Orders

Action	When	What you do	What happens
Firm a production proposal	Production proposal PLN-	Firm	A Manufacturing Order is made (source MRP, or the SO when pegged to exactly one sales order) and planned at once; the row shows Firmed and 'Became MO-...'; clicking opens it
Firm a purchase proposal	Purchase proposal with a supplier	Firm	A draft purchase order is made at the product's cost for the qty; row shows the PO number; firming again -> 'This proposal is already decided.'
Review and cancel	Planned proposal	Review; then Cancel	Review -> Review; Cancel -> Cancelled; a firmed proposal that became an order -> 'A firmed proposal that became an order is cancelled on that order.'

Production Schedule

Action	When	What you do	What happens
Gantt views	Several scheduled WOs	Switch Day / Week / Month and group Work Center / Resource / Product; click a bar	Bars placed on their planned start-finish, late bars marked; groups change; click opens the MO

Capacity Planning

Action	When	What you do	What happens
Load vs available	CUT capacity 1, efficiency 100 %, STD calendar; one 10-hour WO on CUT starting Monday 08:00	Open Capacity Planning for 7 days	Monday 8.0/8 (100 %), Tuesday 2.0/8; Saturday / Sunday '—'; a WO squeezed before a promised finish shows the excess as red overload on its due day, never moved
Maintenance block takes capacity away	Maintenance block on CUT Monday 08:00-12:00	Save the block; open Capacity Planning	Saving shows the banner 'This block lands on scheduled work - reschedule suggested:' with the WOs hit; Monday available drops to 4 h and the cell is marked blocked; MO Maintenance smart button counts it

Material Shortages

Action	When	What you do	What happens
List and suggestions	Released order short of LG-01 by 15; a confirmed PO for 20 due after the MO start	Open Material Shortages	Row LG-01 short 15 with the PO as expected receipt in red (late) and suggestion '<PO> arrives <date> - after the order starts. Reschedule or expedite.'
Purchase Request	The short row above	Purchase Request: supplier, qty 15; Save	A draft purchase order for 15 LG-01 at its cost (notes 'Shortage for MO-...'), and a firmed planned purchase pegged to the MO; MO History 'Purchase order ... raised for LG-01'
Reschedule MO for material	Short row with a dated incoming PO	Reschedule MO	The order is rescheduled to start the day after the earliest receipt at 04:00 UTC (08:00 Dubai); without any incoming supply -> 'No supply is coming - choose the new start yourself.'

Quality Checks

Action	When	What you do	What happens
Checks raised at release	Final quality template for OT-1000 with 2 lines; route op 20 with a plan	Release an order	Checks QC- created: one per template line on the order (point Final) and the op-20 plan's checks on its WO; Quality smart button '0 / N'
Measured result decides pass / fail	Measure check limits 74.5-75.5 cm	Record 'From the measurement' 75.2; another 76.0	75.2 -> Pass; 76.0 -> Fail; choosing Pass with 76 -> '76 is outside 74.5 - 75.5; it cannot pass.'
Fail raises an NCR		Record Fail with Raise a non-conformance ticked	NCR- created (Open, severity Major, issue '<check> failed: <value>') linked to the order and the check
Deviation approval	A failed check recorded by inspector A	As A choose Deviation approval; as quality approver B choose Deviation approval with a note	A refused 'The inspector who failed the check does not approve its deviation.'; B: status Deviation approved, note 'Deviation: ...', the check no longer blocks completion; recording on it again -> 'This check was closed by a deviation.'
Rework result	Check on an order	Record Rework with Qty failed 2	Rework request RW- for 2 created on the order

Non-Conformance

Action	When	What you do	What happens
NCR life		New NCR (issue, severity Major, owner, due date); Investigate; Action; Close without root cause; fill root cause and action; Close	Open -> Investigating -> Corrective action; first Close refused 'Record the root cause and the corrective action before closing.'; second Close -> Closed; editing a closed NCR -> 'A closed report is not changed.'
Overdue	NCR with due date yesterday, not closed	Open the list	Due date shown in red

Subcontract Orders

Action	When	What you do	What happens
Create a subcontract order	Released MO for 10	New: MO, subcontractor, We send the components, price 35.00, due date; Save	SUB-00000N Draft for 10 (MO remaining) with component lines = MO stocked components x share (10/10): TT-01 10, LG-01 40, SC-01 160; MO estimate gains subcontract 10 x 35 = 350.00
Send components	The order above; MO released	Send components	Transfer MAIN/Stock -> MAIN/SUB-<vendor code> (transit = still company stock, value unchanged); reservations released; status Components sent; MO lines now consumed at the vendor location; MO In Progress; sending a Draft MO's order -> 'Release the manufacturing order first.'
Raise the service purchase order	Price 35.00	Purchase order	Draft PO for product MFG-SUBCONTRACT 'Subcontract manufacturing service', qty 10 x 35.00 = 350.00 + VAT 5 % = 367.50; status Vendor production; with price 0 -> 'Enter the vendor's price per unit first.'; again -> 'The purchase order is already raised.'
Receive from the vendor	Components sent	Receive Good 10	Components consumed at the vendor into WIP (issue 'Consumed at <vendor>'); service 10 x 35 = 350.00 into WIP (Dr 1250 / Cr Subcontract accrual 2150 when posting on); production registered (PR-) at full cost; PO line accepted for billing; status Received; incoming quality checks raised when the product has an Incoming plan
Receive more than outstanding / before sending		Receive 12 of 10; on a Draft 'We send' order press Receive (API)	'At most 10 is outstanding.'; 'Send the components first.'
Return unused and close	Received with 2 LG-01 still at the vendor	Close; then Return unused; then Close	First Close refused 'Components are still at the vendor - return them first.'; Return moves the 2 back to MAIN/Stock; Close -> Closed

Vendor WIP / Components to Vendor

Action	When	What you do	What happens
What sits at the vendor	Components sent, not yet consumed	Open Vendor WIP as a cost.view user and as a user without it	Card per vendor: open orders, outstanding qty, components and their value at the average they were sent at; value hidden for the user without cost.view

Bills of Materials

Action	When	What you do	What happens
Create a BOM	Product OT-1000	New BOM: product OT-1000, code empty, Type Manufacture; Save	BOM-OT-1000 created with version 1 Draft and opens; a second BOM for the same product gets BOM-OT-1000-2

BOM record

Action	When	What you do	What happens
Edit a draft version	Draft v1	Add components TT-01 1, LG-01 4, SC-01 16 (Backflush); Save version	Saved; Cost column shows qty x component cost (e.g. LG-01 4 x 15.00 = 60.00); an approved version shows no editors
Approve by another engineer	Engineer A drew up v1; engineer B with manufacturing.bom.approve	A presses Approve; B presses Approve	A refused 'The person who drew up a BOM version does not approve it - ask another engineer (segregation of duties).'; B -> Approved with 'approved by B'
Approval checks		Approve a version without lines; a version whose component's BOM contains this product	'Add the components before approving.'; 'This version makes a loop: OT-1000 -> SUB-A -> OT-1000. A product cannot contain itself.'
Activate retires the old version	v1 Active, v2 Approved	Activate v2	v2 Active from today; v1 effective-to = yesterday and Expired (or Inactive if dated in the future); new orders take v2; released orders keep their v1 snapshot
New version, back to draft, delete, deactivate	v1 Active	New version (note 'legs LG-02'); try New version again; on an Approved version Back to draft; Delete draft; Deactivate version	v2 Draft copied from v1; second -> 'This BOM already has a draft version - finish that one first.'; Back to draft refused if any order uses it ('Orders were released on this version; it stays as it is. Make a new version.'); Delete draft only when more than one version; Deactivate -> Inactive
Cost roll-up and where used	Active v1, cost.view user	Look at the side panel and the Where used tab	Roll-up for 1: material 120 + 60 + 4 = 184.00, labour (30 + 12 + 18) / 60 x 45 = 45.00, machine 0.7 x 30 = 21.00, overhead (184 + 45 + 21) x 10 % = 25.00, per unit 275.00, hours 1.00 (setup 30 min spread on 1 unit); Where used lists BOMs using OT-1000 as a component
Archive and restore	BOM	More > Archive BOM; check the list Archived tab; Restore	Archived BOMs leave the Active tab and are not picked for new orders; restore brings it back

Route record

Action	When	What you do	What happens
Route versions	New route RT-OT-1000 v1 Draft	Add operations 10 Cutting CUT 30/12, 20 Assembly ASM 0/18 After 10; Save; another engineer Approve; Activate	Saved, Approved (author refused 'The person who drew up a route version does not approve it - ask another engineer.'), Active; approving without operations -> 'Add the operations before approving.'

Standard Cost

Action	When	What you do	What happens
Rolled-up vs product cost	Active BOM v1; OT-1000 product cost 250.00	Open Costing > Standard Cost	Row BOM-OT-1000 v1: Material, Labour, Machine, Overhead, Rolled-up / unit, Product cost 250.00, Difference (rolled-up - 250) red when positive, green when negative; click opens the BOM

Configuration registers

Action	When	What you do	What happens
Create, edit, remove	Configure user	Work Centers: New 'pol' Polishing; edit rate; Remove one used by a route; Remove an unused one	Code saved as POL; used one -> switched off (status Archived) with 'It is used by existing records, so it was switched off instead.'; unused one deleted; lists (reasons, cost categories) are always switched off, never deleted

Calendars

Action	When	What you do	What happens
Calendar drives capacity	Calendar 2SHIFT Mon-Sat, shifts 06:00-14:00 (30 min) and 14:00-22:00 (30 min)	Assign to CUT; open Capacity Planning	CUT available 15.0 h a day Mon-Sat, 0 on Sunday

Maintenance Blocks

Action	When	What you do	What happens
Daily clock	A planned block that started an hour ago	Wait for the next daily run (after Dubai midnight) or check next day	Status moves Planned -> Active -> Done; WOs it lands on get a History note '... reschedule suggested'; late open orders get '<MO> is past its planned finish'

Production Profiles

Action	When	What you do	What happens
Profile features switch tabs	Order on profile Light Assembly (no routes, work orders, quality)	Open the order	Operations, Work Orders, Quality and By-products tabs are hidden; no quality checks are raised at release

Production Settings

Action	When	What you do	What happens
Save settings	Configure user	Change overhead to 12 %, over-issue 5 %; Save; reload	'Saved.' and values kept; History / audit 'manufacturing.settings'; new estimates use 12 %
Turn on cost posting	Accounting installed	Tick Post production costs to the ledger; Save; issue material on an order	Missing default accounts (1250, 5250, 5255, 5260, 5310, 5320, 2150) are created in the chart; the issue posts a journal Dr 1250 WIP / Cr the component's stock account; Accounting Entries smart button counts it

Reports

Action	When	What you do	What happens
R048 reconciles to the cent	Closed worked-example order and one open order	Run Production Status & Cost (R048) for the month	Per order: material issued - returned + labour/machine/overhead + subcontract - finished goods - abnormal scrap - settled variance = WIP; 'Reconciles' Yes for every row; closed order WIP 0.00
Money columns hidden	User without cost.view	Run Production Summary; open All Reports; try the WIP report URL	Summary shows no Estimated / Actual / Variance columns; All Reports lists no cost reports; WIP report refused (no permission)
CSV and print		Run Plan vs Actual; CSV; Print	CSV named plan_vs_actual-<from>-<to>.csv with the shown columns; print layout opens; clicking a row opens its MO

Lot Traceability

Action	When	What you do	What happens
Backward and forward trace (MFG-A1)	Component lot LOT-TT-0925 issued to MO-A whose finished lot MO-A was delivered to a customer	Trace LOT-TT-0925; then trace the finished lot	Component lot: Forward shows MO-A and its finished lot; finished lot: Backward shows LOT-TT-0925 and the other components, Forward shows the delivery recipient; unknown lot -> 'No such lot.'

Pivot / Graphs

Action	When	What you do	What happens
Pivot and graphs	Orders over 3 months	Pivot rows Work Center, columns Month, measure Hours; then measure Actual Cost (cost.view); open each graph	Cells and row / column totals add up; cost measures listed only for cost.view users; Plan vs Actual graph shows planned and produced bars

Applications > Manufacturing > Features

Action	When	What you do	What happens
Turn MRP off	Admins A (propose) and B (approve)	A: turn 'MRP and planned orders' Off, propose; B approves; open Planning; try Run MRP via API	Demand and MRP menus disappear; Run MRP / firm / demand save refused with capability_disabled ('MRP and planned orders is disabled for this company.'); existing planned orders still readable
Turn Quality off	As above	Turn 'Quality checks and non-conformance' Off; record a check result; create an NCR	Quality menu and Quality report menu gone; recording results and NCR saves refused (capability_disabled); checks stay readable

Applications > Manufacturing > Fields

Action	When	What you do	What happens
Require / hide Source reference	Admins A and B	Set MO Source reference = Required (approved); create an MO without it; then set Hidden	Required: the field shows * and saving refused 'Source reference is required by this company before this step.'; Hidden: the box disappears and an API value on a new order is refused

Product record

Action	When	What you do	What happens
Manufacturing tab on the product	OT-1000 with BOMs	Open OT-1000 in Products > Manufacturing	Its BOMs (code, kind, priority, versions, latest status), default BOM and routes are listed; hidden for a user without manufacturing.view / bom.view

ERP assistant

Action	When	What you do	What happens
Ask about an order	MO-000125 exists	Ask the assistant 'Why is MO-000125 late?' and 'What drove the cost variance of MO-000125?'	Answers with the order's records (late WOs, shortages); the cost question needs manufacturing.cost.view, else refused

Updated 3 October 2026