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Merge pull request #4695 from neilLasrado/develop
Material Request of type Manufcture
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@@ -1,7 +1,7 @@
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Production Planning Tool helps you plan production and purchase of Items for a
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period (usually a week or a month).
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This list of Items can be generated from the open Sales Orders in the system
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This list of Items can be generated from the open Sales Orders or pending Material Requests that can be Manufactured in the system
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and will generate:
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* Production Orders for each Item.
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@@ -13,30 +13,36 @@ To use the Production Planning Tool, go to:
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<img class="screenshot" alt="Production Planing Tool" src="{{docs_base_url}}/assets/img/manufacturing/ppt.png">
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#### Step 1: Specify source to get Production Items
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* You can select Sales Order or Material Request according to where you want to source the items from
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* If you plan to add items manually, keep the "Get items from" field empty
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#### Step 1: Select and get Sales Order
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* Select sales orders for MRP using filters (Time, Item, and Customer)
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* Click on Get Sales Order to generate a list.
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#### Step 2: Select and get Sales Order / Material Request
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* Use filters to get the Sales Order / Material Request
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* Click on Get Sales Order / Get Material Requests to generate a list.
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<img class="screenshot" alt="Production Planing Tool" src="{{docs_base_url}}/assets/img/manufacturing/ppt-get-sales-orders.png">
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#### Step 2: Get Item from Sales Orders.
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#### Step 3: Get Items
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You can add/remove or change quantity of these Items.
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* Get the items for the Sales Order / Material request list
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* You can add/remove or change quantity of these Items.
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<img class="screenshot" alt="Production Planing Tool" src="{{docs_base_url}}/assets/img/manufacturing/ppt-get-item.png">
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#### Step 3: Create Production Orders
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#### Step 4: Create Production Orders
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<img class="screenshot" alt="Production Planing Tool" src="{{docs_base_url}}/assets/img/manufacturing/ppt-create-production-order.png">
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#### Step 4: Create Material Request
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#### Step 5: Create Material Request
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Create Material Request for Items with projected shortfall.
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@@ -46,11 +52,11 @@ Create Material Request for Items with projected shortfall.
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The Production Planning Tool is used in two stages:
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* Selection of Open Sales Orders for the period based on “Expected Delivery Date”.
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* Selection of Items from those Sales Orders.
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* Selection of open Sales Orders / pending Material Request for the period based on “Expected Delivery Date”.
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* Selection of Items from those Sales Orders / Material Requests
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The tool will update if you have already created Production Orders for a
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particular Item against its Sales Order (“Planned Quantity”).
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The tool will update if you have already created Production Orde rs for a
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particular Item against its Sales Order (“Planned Quantity”) or Material Request.
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You can always edit the Item list and increase / reduce quantities to plan
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your production.
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@@ -23,6 +23,7 @@ A Material Request can be of type:
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* Purchase - If the request material is to be purchased.
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* Material Transfer - If the requested material is to be shifted from one warehouse to another.
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* Material Issue - If the requested material is to be Issued.
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* Manufacture - If the requested material is to be Produced.
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> Info: Material Request is not mandatory. It is ideal if you have centralized
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buying so that you can collect this information from various departments.
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