Screens and menus

Every Manufacturing menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.

On this page (13)

Manufacturing > Manufacturing

Manufacturing Dashboard

What it is for
The app's home: today's production picture and what needs attention
List: columns and filters
Tiles: Open MOs, Released, In Progress, Late Orders, Production Today, Material Shortages, Quality Failures, Scrap %, WIP Value*, Production Variance* (*cost.view only). Cards: Production by Status, Late MOs, Capacity Utilization, Work Center Load - Today, Material Shortages, Quality Exceptions, In Production, Running Work Orders, Scrap Trend, Cost Variance*
Buttons and actions
New Manufacturing Order; Open links to Orders / Capacity Planning / Shortages / Quality Checks / Shop Floor; click a row to open its order
Permission needed
manufacturing.view

Manufacturing Orders

What it is for
All manufacturing orders (MO) as a list or as cards
List: columns and filters
Tabs with counts: Open, All, Draft, Planned (incl. Firmed), Released, In Progress, Late, Completed, Closed, Cancelled. Columns: MO, Product, Status, Production Qty, Produced, Progress bar, Planned Start, Planned Finish (red when late), Warehouse, Responsible, Source, Priority, shortage / quality flags, Est. Cost*, Actual Cost*. Search by number, source ref, lot
Buttons and actions
List / Cards toggle (remembered), New (dialog), open an order
Permission needed
manufacturing.view (list); manufacturing.create (New)

Work Orders

What it is for
Every operation (work order, WO) of released orders
List: columns and filters
Tabs: Open (released / in-progress orders only), Ready, In Progress, Paused, Blocked, Completed, All. Columns: Work order, MO, Operation, Work Center, Product, Planned Start, Planned Finish, Qty, Good, Progress %, Status
Buttons and actions
Click a row: opens its MO
Permission needed
manufacturing.workorder.view

Shop Floor

What it is for
Tablet screen for one work center: its queue and the job in hand
List: columns and filters
Work Center picker (remembered), Operator / badge picker (remembered), Scan box (MO no., WO no. or work center code). Queue (up to 50): WO no., operation, status, MO, product, planned start, good/planned. Job: To make, Good so far, Progress, Running/Down since, Instructions, Materials of this operation, Quality Checks
Buttons and actions
Start, Pause (choose downtime reason), Resume, Complete (good / rejected / lot), Record Scrap (qty + reason), Open order
Permission needed
manufacturing.workorder.view (screen); manufacturing.workorder.execute (buttons); manufacturing.scrap.record (scrap)

Production Calendar

What it is for
Month view of orders, holidays, overtime and maintenance blocks
List: columns and filters
6-week month grid Mon-Sun, max 5 events per day (+N more), late orders marked; 'Show work orders' tick
Buttons and actions
Previous / Next month, Today, click an order -> opens it, click a block -> Maintenance Blocks
Permission needed
manufacturing.view

Manufacturing > Planning

Demand

What it is for
What has to be made: open sales orders (read-only) plus forecasts, manual and project demand
List: columns and filters
Tabs: Sales Orders, Forecast, Manual, Project. Columns: Reference, Kind, Product, Qty, Due, Customer, Scenario, Status
Buttons and actions
New demand (dialog), open a row to edit
Permission needed
manufacturing.view (list); manufacturing.plan (save)

MRP

What it is for
Run material requirements planning; keep planning parameters per product
List: columns and filters
Run card: Scenario, Horizon to, formula text; last run: number, time, Proposals, Production, Purchase, Products netted, Inputs fingerprint, exceptions. Planning parameters list: Product, Policy, Lead time (days), Safety stock, Minimum, Multiple, Supplier
Buttons and actions
Run MRP, See planned orders, New parameter, open a parameter
Permission needed
manufacturing.view (view); manufacturing.plan (run / save)

Planned Orders

What it is for
MRP proposals waiting for a person to firm them
List: columns and filters
Tabs: Planned, Review, Firmed, Cancelled, All. Columns: Planned order, Kind (production / purchase / transfer), Product, Qty, Start, Due, Supplier, For (pegging refs), Status, Became (MO or PO), Exception
Buttons and actions
Row: Firm, Review (Planned only), Cancel; click a firmed row -> its MO
Permission needed
manufacturing.view (list); manufacturing.firm (Firm); manufacturing.plan (Review / Cancel)

Production Schedule

What it is for
Gantt timeline of work orders
List: columns and filters
From date; Day / Week / Month; group by Work Center / Resource / Product; bars coloured by status, late bars marked
Buttons and actions
Click a bar -> opens its MO
Permission needed
manufacturing.view

Capacity Planning

What it is for
Load against available hours per work center per day
List: columns and filters
From date; 7 / 14 / 31 days. Rows: work center, utilisation %; cells 'load h / available h' coloured (over = red, >=85% high), blocked days marked, tooltip lists jobs
Buttons and actions
None (read-only)
Permission needed
manufacturing.view

Material Shortages

What it is for
Every short component on open orders and what to do
List: columns and filters
Columns: MO, Component, Required, Available, Short Qty, Expected Receipt (red if after MO start), MO starts, Suggested
Buttons and actions
Purchase Request (supplier + qty), Use Substitute, Reschedule MO; click MO -> opens it
Permission needed
manufacturing.view; manufacturing.plan (purchase / reschedule); manufacturing.edit (substitute)

Manufacturing > Production

Manufacturing Orders (Production menu)

What it is for
Same list and record as Manufacturing > Manufacturing Orders
List: columns and filters
As the Manufacturing Orders list
Buttons and actions
As the Manufacturing Orders list
Permission needed
manufacturing.view

Material Issues

What it is for
Every issue, return and backflush of components
List: columns and filters
Tabs: All, Issues, Returns, Backflush. Columns: Issue (MI-), MO, Kind, Date, Transfer (Inventory picking no.), Components (code qty (lot)), Value, By
Buttons and actions
Click a row -> opens its MO
Permission needed
manufacturing.view

Production Receipts

What it is for
Finished goods received into stock
List: columns and filters
Columns: Receipt (PR-), MO, Product, Date, Good Qty, Rejected, Lot, Warehouse, Value* (cost.view)
Buttons and actions
Click a row -> opens its MO
Permission needed
manufacturing.view

By-products

What it is for
Receipts that brought in by- or co-products
List: columns and filters
Receipt columns plus 'By- and co-products' (product qty)
Buttons and actions
Click a row -> opens its MO
Permission needed
manufacturing.view

Scrap

What it is for
Every scrap record, and the ones waiting for approval
List: columns and filters
Tabs: All, Waiting approval, Done, Rejected. Columns: Scrap (SC-), MO, Kind, Product, Qty, Reason, Normal / Abnormal, Cost, Status, Date
Buttons and actions
Approve / Reject (rows waiting approval)
Permission needed
manufacturing.view (list); manufacturing.quality.approve (decide)

Rework

What it is for
Rejected quantity sent to rework
List: columns and filters
Tabs: All, Requested, In rework, Accepted, Scrapped. Columns: Rework (RW-), MO, Product, Qty, Reason, Rework MO, Accepted, Scrapped, Status
Buttons and actions
Rework MO (requested), Accept, Scrap (confirm); click -> rework MO or source MO
Permission needed
manufacturing.view (list); manufacturing.create (actions)

Manufacturing > Quality

Quality Checks

What it is for
Checks raised by quality plans or added by hand; record their results
List: columns and filters
Tabs: Pending, Failed, Hold, Passed, All. Columns: Check (QC-), Name, MO, Point, Operation, Specification, Limits, Result, Status, Inspector, Checked
Buttons and actions
Click a row -> Record result dialog; Order button -> opens the MO
Permission needed
manufacturing.quality.view (list); manufacturing.quality.record (record); manufacturing.quality.approve (deviation)

Inspection Plans

What it is for
Same register as Configuration > Quality Templates
List: columns and filters
As Quality Templates
Buttons and actions
As Quality Templates
Permission needed
manufacturing.quality.view; manufacturing.configure (save)

Non-Conformance

What it is for
Non-conformance reports (NCR) with root cause and corrective action
List: columns and filters
Tabs: All, Open, Investigating, Corrective action, Closed. Columns: NCR, MO, Product / material, Issue, Severity, Supplier, Owner, Due (red when overdue), Status
Buttons and actions
New NCR, open to edit, row: Investigate, Action, Close
Permission needed
manufacturing.quality.view; manufacturing.quality.record (save / investigate / action); manufacturing.quality.approve (close)

Rework (Quality menu)

What it is for
Same register as Production > Rework
List: columns and filters
As Rework
Buttons and actions
As Rework
Permission needed
manufacturing.quality.view (menu); manufacturing.view (data)

Quality Reports

What it is for
The Quality report (pass rate per product and point)
List: columns and filters
Product, Point, Checks, Passed, Failed, Pending, Pass rate %
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.quality.view (menu); manufacturing.view (data)

Manufacturing > Subcontracting

Subcontract Orders

What it is for
Work a vendor does for an order
List: columns and filters
Tabs: All, Draft, Components sent, Vendor production, Partly received, Received. Columns: Subcontract (SUB-), MO, Vendor, Product, Qty, Received, Outstanding, Components (We send / Vendor supplies), Purchase order, Due, Status
Buttons and actions
New subcontract order, row: Send components, Purchase order, Receive, Return unused, Close; click -> MO
Permission needed
manufacturing.view; manufacturing.edit (create / close); manufacturing.material.issue (send / return); manufacturing.plan (PO); manufacturing.production.register (receive)

Components to Vendor

What it is for
Components sitting at each vendor (still company stock)
List: columns and filters
Card per vendor: Open orders, Outstanding, Components at vendor value*; table component / qty / value*
Buttons and actions
None
Permission needed
manufacturing.view

Subcontract Receipts

What it is for
Subcontract orders partly or fully received
List: columns and filters
Tabs: Partly received, Received, Closed; subcontract columns
Buttons and actions
Receive, Return unused, Close (no New)
Permission needed
manufacturing.view

Vendor WIP

What it is for
Value and quantity at each subcontractor
List: columns and filters
As Components to Vendor (cards per vendor)
Buttons and actions
None
Permission needed
manufacturing.view

Subcontract Cost

What it is for
Subcontract orders with their service cost
List: columns and filters
Subcontract columns plus Price / unit, Service cost (price x qty), At vendor
Buttons and actions
As Subcontract Orders (no New)
Permission needed
manufacturing.cost.view (menu)

Manufacturing > Costing

Standard Cost

What it is for
Each active BOM rolled up per unit beside the product's cost
List: columns and filters
Columns: BOM vN, Product, Material, Labour, Machine, Overhead, Rolled-up / unit, Product cost, Difference (red > 0, green < 0), Hours
Buttons and actions
Click a row -> opens the BOM
Permission needed
manufacturing.cost.view

Estimated Cost

What it is for
Opens the Standard vs Actual Cost report
List: columns and filters
MO, Product, Total std, Total actual, Variance
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.cost.view

Actual Cost

What it is for
Opens the Standard vs Actual Cost report (same as Estimated Cost)
List: columns and filters
As Estimated Cost
Buttons and actions
As Estimated Cost
Permission needed
manufacturing.cost.view

WIP

What it is for
WIP report per order
List: columns and filters
MO, Product, Status, Raw material issued, Labour applied, Machine cost, Overhead, Subcontract cost, Completed qty, To finished goods, Remaining WIP
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.cost.view

Variances

What it is for
Variance report: variances settled at order close
List: columns and filters
Date, MO, Product, Variance, Amount, Worked out from
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.variance.view (menu) - server needs manufacturing.cost.view

Production Cost Analysis

What it is for
Opens the Standard vs Actual Cost report (same as Estimated Cost)
List: columns and filters
As Estimated Cost
Buttons and actions
As Estimated Cost
Permission needed
manufacturing.cost.view

Manufacturing > Reports

Manufacturing Order Summary

What it is for
Orders created in the period with their quantities and cost
List: columns and filters
MO, Product, Status, Planned, Produced, Rejected, Scrapped, Planned finish, Actual finish, Estimated*, Actual*, Variance*
Buttons and actions
From / To (default: 1st of the month two months back to today), CSV, Print; click row -> MO
Permission needed
manufacturing.view

Production Plan vs Actual

What it is for
Quantity and hours against plan, schedule adherence
List: columns and filters
MO, Product, Planned qty, Produced, % of plan, Planned h, Actual h, Planned finish, Actual finish, Schedule (On time / Late / Open)
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.view

Material Consumption

What it is for
Components issued, returned and consumed
List: columns and filters
Component, Required, Issued, Returned, Consumed, Orders, Value
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.cost.view

Work Center Utilization

What it is for
Available vs planned vs worked hours
List: columns and filters
Work center, Name, Available h, Planned h, Worked h, Planned %, Actual %, Overloaded days
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.view

Production Efficiency

What it is for
Yield and labour efficiency per product
List: columns and filters
Product, Orders, Good, Rejected, Scrap, Yield %, Standard h, Actual h, Efficiency %
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.view

Scrap report

What it is for
Scrap in the period
List: columns and filters
Scrap, MO, Kind, Product, Qty, Reason, Normal / abnormal, Work center, Status, Cost, Date
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.cost.view

Quality report

What it is for
Checks by product and point
List: columns and filters
Product, Point, Checks, Passed, Failed, Pending, Pass rate %
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.view

Downtime

What it is for
Downtime stretches by work center and reason
List: columns and filters
Work center, Reason, Events, Hours
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.view

Variance report

What it is for
Same report as Costing > Variances
List: columns and filters
As Variances
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.cost.view

WIP report

What it is for
Same report as Costing > WIP
List: columns and filters
As WIP
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.cost.view

Production Status and Cost Variance (R048)

What it is for
Reconciles each order: opening + cost - output - expense = closing
List: columns and filters
MO, Product, Status, Planned, Produced, Scrapped, Material issued, Returned, Labour + machine + overhead, Subcontract, Finished goods, Abnormal scrap, Settled variance, WIP, Reconciles
Buttons and actions
From / To, CSV, Print
Permission needed
manufacturing.cost.view

Lot Traceability

What it is for
Trace a lot backward (what went in) and forward (where it went)
List: columns and filters
Lot box; cards Backward / Forward: From (component), Order, To, Qty, Date, Delivered to
Buttons and actions
Trace; click a row -> MO
Permission needed
manufacturing.view

All Reports

What it is for
Catalogue of the 16 reports by group (orders, materials, operations, quality, costing)
List: columns and filters
Cost reports are hidden without cost.view
Buttons and actions
Click a report -> runs it (incl. Material Shortage, Work Order Performance, Rework, Standard vs Actual Cost which have no own menu)
Permission needed
manufacturing.view

Pivot

What it is for
Cross-tab of orders
List: columns and filters
Rows: Product, MO, Work Center, Operation, Warehouse, Responsible, Project. Columns: Month, Status, Production Profile, Total. Measures: Planned Qty, Produced Qty, Rejected Qty, Hours, Material Cost*, Labor Cost*, Actual Cost*, Variance*; From / To
Buttons and actions
Change rows / columns / measure; totals per row and column
Permission needed
manufacturing.view (cost measures need manufacturing.cost.view)

Graphs

What it is for
Five bar charts
List: columns and filters
Production by Month, Plan vs Actual (planned + produced bars), Scrap Trend, Work Center Utilization, Cost Variance Trend*
Buttons and actions
Switch graph
Permission needed
manufacturing.view (variance trend needs manufacturing.cost.view)

Manufacturing > Configuration

Bills of Materials

What it is for
BOM list
List: columns and filters
Tabs: Active, Archived. Columns: BOM, Product, Type, Active version (vN), Status, Route, Orders
Buttons and actions
New BOM (dialog), open a BOM
Permission needed
manufacturing.bom.view; manufacturing.bom.edit (New)

BOM Types

What it is for
Fixed list: Manufacture, Phantom / kit, Kit, Subcontract, Formula / batch
List: columns and filters
Code, Type (read-only)
Buttons and actions
None
Permission needed
manufacturing.view

Routes

What it is for
Route (routing) list
List: columns and filters
Tabs: Active, Archived. Columns: Route, Name, Product, Active version, Operations
Buttons and actions
New Route (dialog), open a route
Permission needed
manufacturing.route.view; manufacturing.route.edit (New)

Operations

What it is for
Standard operations a route line can start from
List: columns and filters
Code, Operation, Default work center, Setup (min), Run per unit (min), Cost category, Active
Buttons and actions
New, click to edit, Remove
Permission needed
manufacturing.view; manufacturing.configure (save)

Work Centers

What it is for
Machines / lines / cells with their calendar and rates
List: columns and filters
Code, Name, Calendar, Capacity (stations), Efficiency %, Machine rate / h, Labour rate / h, Operators, Status
Buttons and actions
New, edit, Remove (used -> archived)
Permission needed
manufacturing.view; manufacturing.configure

Resources

What it is for
Machines, employees, teams, tools with skills
List: columns and filters
Code, Name, Type, Work center, Employee, Rate / h, Status
Buttons and actions
New, edit, Remove
Permission needed
manufacturing.view; manufacturing.configure

Production Profiles

What it is for
Light Assembly, Discrete, Process / Formula, Subcontract, Engineer to Order: which parts of the engine are on
List: columns and filters
Code, Profile, What it is for, Order, Active
Buttons and actions
New, edit (features ticks), Remove
Permission needed
manufacturing.view; manufacturing.configure

Cost Categories

What it is for
Cost category list (material, labour, machine, subcontract, overhead, scrap, rework)
List: columns and filters
Code, Name, Arabic name, Order, Active
Buttons and actions
New, edit, Remove (lists are switched off, never deleted)
Permission needed
manufacturing.view; manufacturing.configure

Calendars

What it is for
Working days and shifts; seeded 'STD Standard week' Mon-Fri 08:00-17:00, 60 min break
List: columns and filters
Code, Calendar, Working days, Active
Buttons and actions
New, edit (shifts table), Remove
Permission needed
manufacturing.view; manufacturing.configure

Holidays, Overtime and Maintenance

What it is for
Holidays, overtime, maintenance and breakdown blocks
List: columns and filters
Kind, Calendar, Work center, From, To, Note, Status (newest first)
Buttons and actions
New, edit, Remove; after save a banner lists work orders the block lands on
Permission needed
manufacturing.view; manufacturing.plan (save)

Quality Templates

What it is for
Quality plans: checks raised on operations / finished goods
List: columns and filters
Code, Template, Check point, Product, Product category, Sample, Blocks completion, Active
Buttons and actions
New, edit (checks table), Remove
Permission needed
manufacturing.quality.view; manufacturing.configure

Substitute Components

What it is for
Approved alternates for a component
List: columns and filters
Substitute group, Primary component, Substitute, Conversion qty, Priority, Approval required, From, To, Active
Buttons and actions
New, edit, Remove
Permission needed
manufacturing.bom.view; manufacturing.bom.edit AND manufacturing.configure (see Security)

Other Lists

What it is for
Scrap reasons, Downtime reasons, Non-conformance types (tabs)
List: columns and filters
Code, Name, Arabic name, Order, Active
Buttons and actions
New, edit, Remove (switched off)
Permission needed
manufacturing.view; manufacturing.configure

Production Settings

What it is for
Company rules for production, costing and posting
List: columns and filters
Form + Posting accounts (WIP 1250, Applied labour 5250, Applied machine 5255, Applied overhead 5260, Variance 5310, Abnormal scrap 5320, Subcontract accrual 2150)
Buttons and actions
Save
Permission needed
manufacturing.configure (save); manufacturing.view (read)

Bills of Materials > open a BOM

BOM record

What it is for
One BOM with its versions (Draft -> Approved -> Active) and components
List: columns and filters
Header: Product, Type, Route, Production profile, Version pills, Effective, Drawn up by / approved by / change note. Tabs: Components (Component, Qty, Scrap %, Operation, Issue method, Substitute group, Phantom, Cost), By-products, Where used. Side: Cost roll-up* (Material, Labour, Machine, Overhead, Per unit, Hours)
Buttons and actions
Save version, Approve (draft); Activate, Back to draft (approved); New version (approved / active); More: Deactivate version, Delete draft, Archive / Restore BOM; Smart: Orders, Versions, Where used
Permission needed
manufacturing.bom.view; bom.edit (save / new / delete / archive); bom.approve (approve / activate / deactivate / back to draft)

Routes > open a route

Route record

What it is for
One route with its versions and operations
List: columns and filters
Version pills, drawn up / approved by. Operations: #, Operation, Work Center, Setup min, Run min / unit, Dependency, After #, Quality, Skill, Instructions
Buttons and actions
Save version, Approve (draft); Activate (approved); New version; More: Archive / Restore route; Smart: Versions, BOMs
Permission needed
route.view; route.edit (save / new); manufacturing.bom.approve (approve / activate)

Manufacturing Orders > open an order

Manufacturing Order record (MO-000125 design)

What it is for
One order: stage rail Draft > Planned > Firmed > Released > In Progress > Completed > Closed, pager 'n / N', header, tabs, sidebar
List: columns and filters
Header (collapsible), tabs Overview (BOM + Work Orders + Production Summary tiles + 4 notes), Materials, Operations, Work Orders, Quality, By-products, Costs*, Documents, History. Sidebar: Production Progress donut, Related Information (View All), Quick Actions. Footer: Warehouse, Lot, BOM, Route. Late / At risk chips
Buttons and actions
By state: Plan, Firm, Release, Start Production, Register Production, Complete Production, Close, Reopen, Save, Cancel; More: Material Issue, Record Scrap, Short-close, Back to draft, Reschedule from now, Duplicate; Print: MO, Finished good / Batch / Serial / WIP / Material labels; Smart buttons; row menus
Permission needed
manufacturing.view plus the action's own code

Administration > Applications

Manufacturing app configuration

What it is for
Company switches: MRP and planned orders, Quality checks and non-conformance, Subcontracting, Scrap and rework, By-products; field rules: MO Source reference, MO Project, NCR Customer complaint reference, NCR Due date
List: columns and filters
Features list with On / Off; Fields list with Normal / Hidden / Required / Read-only
Buttons and actions
Change, Preview, Propose; a second admin approves
Permission needed
company.manage (two-person approval)

Inventory / Products > open a product

Product record - BoM and Routes

What it is for
What Manufacturing says on the product: its BOMs, versions, default BOM, routes, open orders, quality
List: columns and filters
BOM rows (code, kind, priority, versions, latest status), routes
Buttons and actions
Links into the BOM / route
Permission needed
manufacturing.view or manufacturing.bom.view