You can use this form to create a new Production Order to register the planned production of specific items.

On the Main tab, you can provide general information about the document.

First, select Assembly as the transaction type – this will make available the appropriate fields.

On the Main tab, the following fields are required: Manufacturer, Start and Finish Dates, and Entity.

The "Production Order (create)" form. The Main tab

<Auto> in the Number field indicates that an internal number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.

Make sure that in the Transaction type field, Assembly is selected.

In the Entity field, select an entity of your company which is responsible for the document. The Entity field is available if the Multi-Company Accounting option is selected on: Administration > Settings > General Settings. You can select your personal default entity to appear in documents; for this, refer to Personal Settings. If you have not selected your default entity, the entity defined first will be used as the system default value.

In the Manufacturer field, you can select a structural unit of the entity who will produce the items.

In the Start and Finish fields, specify the date when the production process should start and the date when it will finish.

In the Responsible field, select an employee who is responsible for the production process.

The Basis field is populated automatically, if the production order is based on a document of the following types: Production Order or Customer Order. You can manually select the basis document from the list (for this, click Show all from the drop-down list). To populate the production order with the data from the customer order, click the Fill ( ) button.

In the Comment text box, you can provide any additional information.

The document totals and other Information

At the bottom of the form, you can view who created this document and the current status of the document; it can be one of the following:

• New (document was created, but not recorded to the database)
• Not Posted (document was recorded, but not posted)
• Posted (document was posted)
• Marked for Deletion (document was marked to be deleted)

The toolbar buttons

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document. For other button descriptions, see Document Toolbar.
Under the first row of toolbar buttons, you can view the order current status. By default, a document may have one of the following statuses: In Process, Completed, or Canceled. Click the Execute button to complete the order or the Cancel button to cancel the order.
You can use the Generate button to generate documents of the following types:

• Purchase Order: To purchase the raw materials and items required for production order.
• Inventory Transfer: To register items or raw materials that are being transferred from another warehouse (structural unit).
• Production Order: To order production of parts or processed materials for the initial production order.
• Production: To register the manufactured items and some scrap of raw materials.
• Costing: To calculate the costs of the manufactured finished goods for the production order.

All the details from this production order will be copied to the generated document.

You can use the Settings button to adjust the document properties as follows:

Using the Settings button, you can specify where you need to to place the Customer Order field: as a field on the Main tab (in document header) or as a column in a table on the Finished Goods tab (in document lines).

The Document Settings dialog box

Click OK to close the dialog box and apply the selected option.

You can decide where you need specific fields: in the document header or in document lines (as columns).

Once you are done with option selection, click OK to save the settings and close the dialog box or Cancel to close the dialog box without any changes to the settings.

The related links

You can use the links on the top of the form to generate the following reports:

• Order Analysis: To get information on partially or fully completed production orders.