Manufacturing order process and statuses

A manufacturing order goes through a set of statuses. The status affects which actions are available and which fields are required.

Statuses

The following main statuses are typically used:

1. Draft — the order is created but not yet prepared to start.
2. Waiting — the order is filled in, but materials are not reserved yet (or replenishment is expected).
3. Ready — materials are reserved and the order is ready to start.
4. In progress — production has started; production and consumption are recorded.
5. Done — production is finished.
6. Cancelled — the order is cancelled.

The exact set of statuses and rules may differ depending on configuration.

What each status means

Draft

Used to enter initial data:

• type, item, start date;
• Bill of Materials selection;
• planned quantities.

To move the order to Waiting, run Mark as Todo.

Waiting

Means the order is being prepared to be supplied with materials.

Actions:

• Check availability.

Ready

Means materials are reserved.

Usually available:

• Manufacture;
• Unreserve.

In progress

Actual quantities are recorded:

• produced;
• consumed.

Done

Means completion.

Important:

• the Execution date is recorded;
• the finished goods storage location must be specified;
• the order usually becomes read-only.

Cancelled

Used if the order is no longer relevant.

Recommendation: Unreserve before cancelling.

Typical issues

• The order does not move to Ready — material storage location is not selected or there is not enough available quantity.
• Cannot mark as Done — finished goods storage location is not selected.
• Cannot save — the Bill of Materials does not match the order item.