Production Orders
Production Orders records and manages the manufacture of goods, covering two distinct order types:
- Make to Stock (MTS) — producing to replenish inventory ahead of demand
- Make to Order (MTO) — producing against a specific Sales Order
Each order captures what’s being made and how much, then generates a detailed production plan — organised into lots and tasks — built automatically from a Production Task List template. As production proceeds, the module tracks planned, produced, and inventory-issued quantities throughout, right through to completion.
Creating a Production Order
Getting started
Go to Production › Production Orders and click + New. The Create page opens with the Production Order ID shown as a placeholder — it’s generated from a number range tied to whichever Order Type you choose, once you save.
Choosing an Order Type
Select MTS or MTO. This determines what the Product Information section below asks for.
MTS — direct product entry
Select a Product ID and enter the Order Quantity directly. Product Description and Unit of Measure auto-fill from Product Master.
MTO — derived from a Sales Order
Select a Sales Order ID and the specific Sales Order Item. Product ID, Product Description, Order Quantity, UOM, Customer ID, and Customer Name all auto-populate from that item — you don’t re-enter any of it.
Completion date
Production Completion Date is optional — set it if you want a target to plan against.
Generating the production plan
Once the mandatory fields for your chosen Order Type are complete, click Generate Task.
This does two things at once:
- Resolves the applicable task list. The system looks for a match in order of specificity — exact Product ID first, then Product Type, then Product Category, and finally a general Order Type-level default. Whichever level matches determines the tasks that populate your plan.
- Determines whether the order uses lots. The resolved task list carries its own Lot-Specific setting — With Lot or Without Lot — and that’s what shapes the Production Planning tab you land on next.
You’re taken straight to Production Planning once this resolves.
Working in Production Planning
With Lot orders
A default lot is created automatically, and you can add further lots as needed. Each lot tracks its own Planned, Produced, Inventory, and Remaining quantities, along with its own task table.
Without Lot orders
Everything runs as a single task table against the whole Order Quantity — there’s no lot breakdown, and quantities are controlled entirely at the order level.
The task table
Whether lot-based or not, each task shows Stage, Task, Assigned To, Manager, Supplier, dates, quantities, UOM, and Task Status.
Some tasks can repeat within the same stage — for example, if more than one supplier fulfils the same stage — while others are limited to a single entry. This is set at the task-list template level, so it’s already built into the plan the system generates for you.
Recording progress
Updating tasks
As production proceeds, update task assignments, dates, and Produced Qty at the task level. These figures roll up automatically into the lot-level and order-level totals.
For MTS orders only, there’s an additional Wastage Qty field per task, used for the completion check described below. This doesn’t apply to MTO orders.
Issuing to inventory
Click Issue Partial / Update Inventory — this works from the last stage’s last task, based on its Produced Qty. A popup shows Produced, Already Issued, and Available, alongside a field to enter the quantity you want to issue.
The quantity you enter can’t exceed what’s Available (Produced minus what’s already been issued) — anything higher is blocked. Once submitted, Inventory Qty updates at the task, lot, and order level.
Completing an order
For MTS orders, completion is gated by a specific check: Planned Qty must equal Produced Qty plus Wastage Qty for the relevant task or lot. If the numbers don’t reconcile — say, 20 planned but only 18 produced with nothing logged as wastage — completion is blocked until the discrepancy is accounted for, usually by entering the missing wastage.
This check is specific to MTS; it doesn’t apply to MTO orders.
Notes
You can add optional notes at any point — each one has a label and a description, and they’re numbered independently of everything else on the order. Notes don’t affect production flow, quantities, or task status in any way; they’re purely for your own record-keeping.
Change History
Every field-level change to the order is recorded and viewable from both the Edit and View pages, showing what changed, who changed it, and when.