Manufacturing Orders¶
A Manufacturing Order (MO) represents a production request — one or more items to produce, each an SKU and a quantity. MO Templates let you standardize how a recurring type of MO is set up.
Accessing Manufacturing Orders¶
Open the Planning sidebar and select Manufacturing Orders for the order list, or MO Templates to manage templates.
MO Templates¶
MO Templates are a reusable starting point for a production order type — they can optionally reference a spec form (a checklist template capturing order-specific specifications) and the MO's own routing.
To create a template, click New Template and fill in:
| Field | Description |
|---|---|
| Name | Required. A short, recognisable name for the template |
| Description | Optional, free text |
| Spec Checklist Template ID | Optional — links a checklist template used to capture this MO type's specifications |
| Workflow Template ID | Optional — a Workflow Template that applies to Manufacturing Orders, describing this MO type's own lifecycle (e.g. Design & Engineering → Planning → Generate Work Orders). This is not the routing an individual Work Order runs on the shop floor — see Routing below and each item's own Routing field. |
Existing templates are listed with their linked spec form and routing (or "—" if none is set). Use the row's Delete action to remove a template that's no longer needed.
Tip
A template only needs a name to save — the spec form and routing links can be added later, or left unset entirely.
Creating a Manufacturing Order¶
From the Manufacturing Orders list, click New MO and fill in:
| Field | Description |
|---|---|
| MO Number | Required. A unique, human-readable identifier (e.g. MO-0001) |
| Template | Optional — pick an existing MO Template, or leave as None |
| Customer | Optional, free text |
| Priority | Low, Normal, High, or Urgent — defaults to Normal |
The order list shows each MO's number (click to open its detail page), linked template, customer, priority, item count, and status. Use the search box to filter by MO number, customer, or template name.
Status values¶
| Status | Meaning |
|---|---|
| Draft | Just created, not yet released for production |
| Released | Confirmed and ready to be worked on |
| In Progress | Actively being worked |
| Completed | All items finished |
| Cancelled | No longer being produced |
Routing¶
If the MO's template has its own routing set (see Workflow Template ID above), the MO's detail page shows a Routing card — a step-by-step view of the MO's own lifecycle, separate from any individual Work Order's shop-floor routing.
Steps that need someone to act on them show a Complete Step button; every other step type resolves itself automatically as the routing reaches it (see Workflow Templates for what each type does). A step of type Generate Work Orders automatically creates a Work Order for every item on the MO when the routing reaches it — each generated Work Order's own shop-floor routing comes from that item's Routing field below, not from this MO-level routing.
A Routing Blocked badge appears next to the MO's own status if the routing gets stuck on a step that genuinely can't resolve (for example, a Decision step whose condition can't be evaluated).
Managing items on a Manufacturing Order¶
Open an MO to see its header details (template, priority, SO number, order date) and its list of items.
Click Add Item to add a line, specifying:
| Field | Description |
|---|---|
| SKU ID | Required — the product being produced on this line |
| Quantity | Required |
| BOM | Optional — link a specific Bill of Materials version for this item |
Each item shows its SKU, quantity, and linked BOM (if any), plus a BOM picker and a Routing picker underneath.
- BOM: pick a template BOM and click Clone BOM for this order to create a private, order-scoped copy for this item. If a candidate BOM's variant condition matches this item's own variant values (see below), it's pre-selected in the picker and marked Suggested — you can still pick a different one before cloning.
- Routing: pick which Workflow Template this item's own Work Order should follow on the shop floor, then click Set Routing to save. If a Variant Routing Map entry matches this item's variant values, it's pre-selected and marked Suggested — again, only ever a suggestion, changeable before saving.
Use the row's Delete action to remove an item.
Variant values¶
If your organisation has defined variant attributes (e.g. voltage class, cooling type — configured separately by your administrator), each item shows one input per attribute once you've added the item. Values are saved automatically when you leave the field (no separate save button needed). These are also what drives the BOM and Routing suggestions described above.
Attachments¶
Both the Manufacturing Order as a whole and each individual item have their own Attachments section for uploading drawings, GTPs, and other documents — see Attachments for how to use it.