Production Planning Section - For Production Planner

The Production Planning module allows:

• scheduling manufacturing orders,
• material and capacity planning,
• assigning resources (parts, equipment, workers),
• tracking the use of parts and fulfillment of work operations,
• click-and-drag rescheduling,
• seeing the production calendar and Gantt charts,
• managing Bills of Materials and Routings,
• managing Workstations,
• seeing manufacturing statistics.

The Production planning section has the following sub-sections:

• Manufacturing orders - a list of all manufacturing orders (MO), including service and repair orders.
• Production schedule - the production schedule, which shows all the manufacturing orders that have been scheduled, and allows click-and-drag rescheduling.
• Workstations - a list of all workstations.
• Workstation groups - a list of all workstation groups.
• BOMs - a list of all bills of materials.
• Routings - a list of all routings.
• Statistics - statistical reports generated based on manufacturing orders.

Production Planning - Frequently Asked Questions

Scheduling new manufacturing orders:

1. How to schedule a Manufacturing Order?
2. How is a Bill of Materials used during production scheduling?
3. How is the operation's duration calculated?
4. How are manufacturing overhead, labor, and materials costs calculated?
5. How to edit the proposed schedule - materials, operations, workers?
6. How are operations assigned to workers? How to set default workers or departments?
7. What is finite resource scheduling? What is material and capacity planning?
8. What is forward scheduling?
9. What is backward scheduling?
10. What is a multi-level manufacturing order?
11. How to schedule subcontracted services?
12. How to schedule make-to-order bespoke manufacturing?
13. Demo video: How to create Manufacturing Orders.

Administrating manufacturing orders:

1. Where do I see the production schedule?
2. How to view the Gantt chart of production operations?
3. How are manufacturing overhead, labor, and materials costs calculated?
4. What are the parts statuses? What does the color-coding mean?
5. How to book, add, or remove materials from manufacturing orders?
6. How to edit an operation, e.g. to assign workers, etc.?
7. How to return a finished manufacturing order back to production?
8. What are the Manufacturing Order statuses, how are the statuses updated?
9. What is a multi-level manufacturing order?
10. How to add important notes or a flag to an order?
11. How to record serial numbers?
12. How to approve or release a Manufacturing Order for production?
13. How to create the Materials requisition sheet?
14. Demo video: The Manufacturing Order Details page.

Re-scheduling manufacturing orders:

1. What options are available for rescheduling manufacturing orders?
2. How to dynamically reschedule manufacturing orders?
3. How to book, add or release materials from manufacturing orders?
4. How to rebook materials of all planned Manufacturing Orders?
5. How to manually edit an operation, e.g. to change workstation, worker, duration, etc.?
6. How to change the manufacturing order quantity?
7. Demo video: How to dynamically drag-and-drop reschedule in the production calendar and Gantt charts.

Production reporting for the planner:

1. Production reporting FAQ for workers.
2. Where and how to report production operations?
3. How to edit an operation, e.g. to fix input mistakes?
4. How to finish a manufacturing order as the production planner/manager?
5. How to return a finished manufacturing order back to production?
6. Report scrap, wastage.

Human resources planning in manufacturing:

1. How to assign an operation to a worker from an MO?
2. How are operations assigned to workers? How to set default workers or departments?
3. What is a department?
4. How to plan works by departments? How to assign operations to departments?
5. How to report production operations using the departments?
6. How to plan human resources when production is constrained by skilled workers?
7. How to optimize production scheduling when workers' availability is constrained or unreliable?
8. How to assign default departments to operations or workstations?

Production capacity - workstations and workstation groups:

1. What is a workstation group?
2. What is a workstation?
3. What are the workstation properties?
4. What are the workstation group's properties?
5. How to schedule and perform workstation maintenance?
6. How are the manufacturing overhead and labor costs calculated?
7. What is routing? How is it used in production planning?
8. Demo video: How to define workstation groups and workstations.

Bills of Materials (BOM) management:

1. What is a Bill of Materials (BOM)? How is it used?
2. How is a Bill of Materials used during the production scheduling process?
3. How to add a Bill of Materials in MRPeasy?
4. How to create a multi-level BOM?
5. How to create a disassembly BOM?
6. How to create a phantom BOM?
7. How to enter a fixed quantity of parts in a BOM?
8. How to add additional products?
9. How to connect a BOM and a routing?
10. How to set up the BOM with parameters?
11. How to import a BOM?
12. How to import a multi-level BOM?
13. How to update existing Bills of Materials via CSV upload?
14. How to bulk edit BOMs?
15. How is the cost of the BOM estimated?
16. How is the actual cost of materials for a product calculated?
17. How to update the BOM of already planned Manufacturing Orders?
18. How to track changes to a Bill of Materials (revisions)?
19. How to find the BOMs where an item is used in ("Where used" / "Engagement" report)?
20. Demo video: How to define Bills of Materials (BOM).

Routings management:

1. What is routing? How is it used in production planning?
2. How to enter a Routing in MRPeasy?
3. How is the operation duration calculated?
4. How are manufacturing overhead, labor, and materials costs calculated?
5. Examples of Routings.
6. How to update the Routings of already planned Manufacturing Orders?
7. How to track changes to a Routing (revisions)?
8. How to export a Routing?
9. How to import a Routing?
10. Demo video: How to define Routings.

Jump to other FAQs:

• CRM FAQ.
• Stock FAQ.
• Procurement FAQ.
• Production reporting FAQ.
• Settings FAQ.
• Demo video: Setting up your MRP system.