Production Task List

Production Task List defines reusable, stage-by-stage task templates that Production Orders draw on automatically when you generate a plan. Rather than building the same production steps by hand on every order, you define the structure once — for a manufacturing unit and order type, optionally narrowed further — and every matching order inherits it automatically.

This module is what feeds the Generate Task action on Production Orders. If you haven’t already, it’s worth reading that module’s guide alongside this one, since the two work as a pair.

Creating a configuration

Getting started

Go to Production › Production Task List and click + New. The Create page opens with the Task List ID shown as a placeholder — it’s generated from a number range once you save.

Setting the grouping criteria

MFU (Manufacturing Unit) and Order Type (MTS or MTO) are both required — every configuration is scoped to at least these two.

Three further fields let you narrow that scope: Product Category, Product Type, and Product. All three are optional.

• Leave all three blank, and this configuration becomes the default template for that MFU and Order Type combination.
• Fill in one or more, and you’re creating a more specific override for that particular product line.

Product is the most specific level and takes highest priority when the system is deciding which configuration to use.

The combination of MFU, Order Type, Product Category, Product Type, and Product must be unique — you can’t create two configurations covering exactly the same scope. This is checked when you save, not as you’re filling in the fields, so a duplicate won’t be flagged until you try to commit it.

Lot-Specific

This is a single, mandatory Yes/No decision:

• No — tasks apply to the whole production order as one unit
• Yes — tasks apply per lot, giving each lot its own independently tracked task table

This one setting determines how every order that matches this configuration gets structured on its Production Planning tab, so it’s worth getting right before tasks start being built against it.

Building the task table

Click + Task to add a row — one per production stage or step. For each row:

Task Description is the only mandatory field. Production Stage, Supplier, Assigned To, and Manager are all optional.

Three checkboxes control behaviour:

• Default — when checked, this task is generated automatically whenever a matching Production Order runs Generate Task. Unchecked tasks aren’t created automatically.
• Unique — when checked, only one instance of this task is allowed on a given order’s plan. Unchecked, it’s repeatable — useful where a stage might involve multiple suppliers, each needing their own entry.
• Planned Qty Edit — when checked, the quantity on the generated task can be edited manually. Unchecked, the quantity stays system-controlled.

Row order determines the sequence tasks run in. There’s no separate sequence number to set — the system reads it from row position — and new rows always add to the end of the list.

Making bulk changes

Where several rows need the same setting, select them by their row checkboxes and use the Actions dropdown rather than toggling each one individually: Set/Unset Default, Set/Unset Unique, Set/Unset Planned Qty Edit, or Mass Delete. Whatever you choose applies uniformly to every row you’ve selected.

Saving

Click Save Configuration. The system checks that MFU and Order Type are set, that every task row has a Task Description, and that this MFU/Order Type/Product Category/Product Type/Product combination doesn’t already exist. Any failure blocks the save entirely — there’s no partial save.

How this feeds Production Orders

Once saved, this configuration becomes eligible for matching. When someone clicks Generate Task on a Production Order, the system looks for the most specific match first — exact Product, then Product Type, then Product Category, then falling back to the MFU + Order Type default — and only tasks marked Default in the matched configuration are built into that order’s plan. The Lot-Specific value you set here is what decides whether that order’s Production Planning tab ends up organised by lot or not.

Maintaining a configuration

Use Edit to add, remove, or reconfigure task rows, or to adjust the grouping criteria, as your production process changes. Every change is recorded in Change History.