Production Order Types: To Create a Planning Production Order Type

In this implementation activity, you will learn how to create a production order type for production orders that will be used for planning.

Story

Suppose that you are an implementation manager who needs to define production orders that will be used to plan production. You need to create the order type that will generally provide the settings for these production orders, and define it as the default type for the orders.

Configuration Overview

The following entities, which you will use in this activity, have been predefined in the U100 dataset:

  • On the Numbering Sequences (CS201010) form, the AMPLAN numbering sequence
  • On the Chart of Accounts (GL202500) form, the 12500 - Work in Progress for Manufacturing and 51500 - COGS - WIP Inventory Variance GL accounts

Process Overview

On the Production Order Types (AM201100) form, you will create an order type for planning orders. Then on the MRP Preferences (AM100000) form, you will specify this order type as the default order type for orders used for planning.

System Preparation

Before you start creating the order type, do the following:

  1. As a prerequisite to the current activity, complete System Preparation for Manufacturing Implementation: Implementation Activity so that the needed settings have been made in a company with the U100 dataset preloaded.
  2. Sign in to this company (in which the prerequisite activity has been performed) as a system administrator with the gibbs username and 123 password.
  3. Make sure that the Manufacturing feature has been enabled on the Enable/Disable Features (CS100000) form.

Step 1: Creating the Planning Production Order Type

To create the production order type for planning, do the following:

  1. On the Production Order Types (AM201100) form, add a new record.
    Tip: To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. In the Summary area, specify the following settings:
    1. Order Type: PL
    2. Active: Selected
    3. Description: Planning orders
    4. Function: Planning
  3. On the General tab, do the following:
    1. In the Order Numbering Sequence box of the Numbering Settings section, select AMPLAN.
    2. In the Account Settings section, select the following accounts:
      • Work in Process Account: 12500
      • WIP Variance Account: 51500
    3. In the Costing Method box of the Order Defaults section, select Estimated.
    4. In the Copy BOM Notes section, select all the check boxes so that the system copies the notes to production orders of the type.
  4. On the form toolbar, click Save.

Step 2: Specifying the Default Planning Order Type

Because you have created an order type for planning orders, you will specify this type as the default type for planning in the material requirements planning (MRP) settings. Do the following:

  1. Open the MRP Preferences (AM100000) form.
  2. In the Plan Order Type box of the General section, select PL.
  3. On the form toolbar, click Save.

You have successfully created the order type for planning and specified it as the default order type in the MRP settings.