Planning board
Planning shows the whole path from sales order to finished production order in four columns, left to right. Drag cards between columns, or use the buttons on each card.
| Column | Shows | What you can do |
|---|---|---|
| Open sales orders | Sales orders not yet released, one card per order | Release (or drag to the next column) |
| Released sales orders | Sales lines for produced items that still need a production order | Firm plan or Release to production; tick several lines and Combine… to make one order per item; Reopen the sales order |
| Firm planned | Committed production orders not yet on the floor | Release (or drag to Released); Delete (the sales line comes back) |
| Released production orders | Orders on the floor, color coded by what needs doing | Open details, Change status to Finished, QC hold…, Release QC hold, Delete if nothing was started or posted |
Create a production order
- Choose the quantity, due date and status (Firm Planned or Released).
- BC creates the order with the item’s certified master routing, links it to the sales line and refreshes it (lines, routing, components, dates back from the due date).
- Leave Plan it on the lines now ticked to place its operations on machines from the first free time.
Releasing runs forward flushing in BC. Components or work centers set to Flushing Method = Forward post right away, and the order can’t be deleted after that.
Color coding of released orders
Released orders sort with the ones that need action first. The chips at the top of the column show how many there are of each and filter the column when clicked.
| Look | Meaning | What to do |
|---|---|---|
| Green band, “Ready to finish” | Every operation is finished and the last operation’s output equals the order quantity | Change status to Finished |
| Red striped band, “QC hold · reason” | Quality has stopped the order; the comment shows under the reason | Quality fixes the issue and presses Release QC hold |
| Plain card | In production | Nothing; follow it on Shop floor and Schedule |
QC hold wins over ready to finish: an order whose work is done but is waiting for a customer witness test shows red until the hold is released.
Each card also shows:
- Operations done of total.
- Material consumed (share of expected quantity).
- The current operation and its status.
- How many people are on the clock.
- N parts short when MRP finds parts that won’t be there when their operation starts.
Change an order to Finished
Change status to Finished opens a check list before BC runs Change Status:
- Output of the last operation is complete.
- Nobody is clocked in on the order. This is required, so clock them out first.
- All manual components are consumed. If some lines aren’t fully consumed you get a Consume remaining first button. Whether you can finish anyway depends on Allow Finish with Unconsumed Components in RAM Setup. When it’s on, BC keeps the remaining quantities on the finished order.
After Finish order, the order moves to Finished production orders in BC and leaves the app.