1. Kladana
  2. Production Management
  3. Production Basics

Production Orders

Production Order is a key part of a production process that contains:

  • Finished products, their quantity, and Bills of Materials;
  • Raw materials and production costs;
  • Production Order operations and the sequence of their execution;
  • Production Order start and end dates.

You can create a Production Order for a shift, a week, or the entire period.

Production Orders have not supported operations with the Bills of Materials containing products with serial numbers accounting yet.

Create Production Order

  1. In the Kladana workspace, select Production → Production Orders.
  2. Click +Production Order.
  3. Specify Materials Warehouse and Product Warehouse. It may be one and the same warehouse.
  4. In the Finished Products tab:
    • Add Bills of Materials to determine the list of finished products and raw materials. You can add up to 200 Bills of Materials.
    • Specify the Volume Ratio to determine the number of finished products. volume ratio.png
    • Click Materials and Expenses to edit the list of raw materials, costs, or finished products indicated in the Bill of Materials. Volume Ratio cannot be changed after completing the Operations. Materials and Expenses.png
  5. In the Raw Materials tab, check the list of production materials, costs, and the materials committed at the warehouses.
  6. Click Allocate order to committed stock checkbox to reserve the raw materials needed. Committed products will be counted in reports. In case you have a lack of materials use the Supply option. Allocate order to committed stock.png
  7. Click Allocate order to awaiting stock checkbox to add the items to the awaiting stock. The items in the awaiting stock will be counted in reports. Allocate order to awaiting stock.png
  8. Click Save.

You can also create a Production Order based on Sales Orders using Stock Replenishment.

To create a Production Order based on a single Sales Order:

  1. In the Kladana workspace, select Sales → Sales Orders.
  2. Click +Order.
  3. Add the items from the catalog that need to be produced.
  4. Fill in the order details: Your Company, Customer, Warehouse, etc.
  5. Click Add Related → Stock Replenishment. 1 sales order_stock replenishment.png
  6. In the Stock Replenishment, click Fill up stock by and select Production Order.
  7. Specify the Source-to-Replenish and Reorder Quantity.
  8. To check the stock in the specific warehouse, click Filter, select the warehouse, and then click Find. Stock Replenishment_filter.png
  9. Click Create.

To create a Production Order based on multiple Sales Orders:

  1. In the Kladana workspace, select Sales → Sales Orders.
  2. Select the Sales Orders in the list using checkboxes.
  3. Click Add Related → Stock Replenishment.
  4. Create the Stock Replenishment in the same way as in the previous case (see steps 6-9). multiple Sales Orders_stock replenishment.png
  5. After Production Order is completed you can create Shipments based on Sales Orders in the same way.

There are more settings related to Production Orders you need to know:

Supply

If you don’t have the necessary raw materials when creating the Production Order, you have the option to either produce (Production Order), order (Purchase Order), or transfer (Transfer) them. Within the Production Order, you can create the transactions using the Supply option for all these actions.

  1. In the Kladana workspace, select Production → Production Orders → Raw Materials.
  2. If the On hand is less than the Qty Planned, click Supply to order additional materials. The quantity to supply is displayed in the To supply column. PO_raw materials_supply.png
  3. To view the stock at a specific warehouse and plan transfers or purchases, click Filter, select the warehouse, and click Find. filter_warehouse.png
  4. In the Supply Stock By column, specify the transaction to obtain the required raw materials: Stock Transfer, Purchase Order, or Production Order. To select a transaction for an individual material, click on its row in the column. To choose a single transaction for all materials, click on the column title and select the preferred option. supply stock by.png
  5. Specify Source-to-Supply for every material.
  6. Specify Qty to Supply — the number of materials you want to order. Click on the column header to automatically set the quantity based on available stock, stock-on-hand, or the required quantity. Alternatively, you can manually enter a different quantity. qty to supply.png
  7. Click Create. The operation may take some time. Please, wait.
  8. To check the operation status and results, follow the Watch Results link when the task is completed. Alternatively, after some time, click on the user icon and select Settings → Import. import.png

Process Tracking

  1. In the Kladana workspace, select Production → Production Orders → Process Tracking.
  2. Click Start to produce. The production Start date is displayed in the Performance Report section.
    start to produce.png
  3. Indicate the performer for each operation. You can select only employees with access to Kladana.PO_performer.png
  4. Specify the quantity of items in the To Be Produced column for each operation. The quantity of products specified in the Production Order can be manufactured all at once or in parts. For instance, if you have planned to produce a total of 10 items but only have enough materials in stock for 6, you can first produce and ship 6 items and then the remaining 4. The planned quantity of products is automatically pre-filled in the To Be Produced column by default. PO_to be produced.png
  5. Click (→), and then Complete to mark the operations completed. Operation costs and raw materials specified in the Bill of Materials are written off. PO_complete operation.png
  6. Select Edit → Complete all operations to mark the operations completed all at once. Use this option if you do not need to control the execution of each operation or if the production cycle is short.
    PO_complete all.png
  7. If something goes wrong during the execution of an operation, you can cancel its execution. At the end of the operation row, click on the menu icon and select Cancel last completed operation. PO_cancel the operation.png
  8. The execution date of the stage is indicated in the Last change column. Click on the data to view the Operation report in detail. You can also access the same information in the Operation Reports section, where information about all completed operations is collected. PO_last change link.png
  9. After the final operation is completed, the End date is set in the Performance Report. The finished product is sent to the stock.
    The final Production Operation cannot be completed until the other operations are completed.

The total cost of a finished product is equal to the amount of raw material costs, production costs and labour costs specified in the Bill of Materials.

If only a part of the planned quantity of products is manufactured within the Production Order, and the remaining part will not be carried out, the production process can be concluded.

  1. In the Production Order, on the Finished Products tab, delete the Bills of Materials for which production has not started.
  2. In the Process Tracking tab, set the same value in the To Be Produced column for all operations.
  3. Click Edit and select Finish Production from the drop-down menu.

Related transactions

To change the Product warehouse for the finished products, use Transfers.

  1. In the Production order, go to the Related transactions tab.
  2. Click Link Transaction.
    production order_link transaction.png
  3. Click Filter. Set search parameters. Click Find.
  4. Select the Transfer using checkboxes.
  5. Click Link.