The production order module in Uniconta is used for handling
production parts lists.
Uniconta handles 2 types of BOMs - BOMs and Production BOMs.
BOMs can be used as regular BOMs that are finalized at invoicing or as a collective list that can include, for example, taxes or freight.
Production parts lists must be finalized when the finished product has been produced in the production department.
At finalization, raw materials are withdrawn and the finished product is placed in stock with the quantity produced.
Finalization can be done via a stock draft or via a production order.
The Production Order module creates an overview of the production parts lists that are running in the production department.
Production orders can be created in the production order module or directly from the sales order.
Via the created production order, you can view production lines that show the raw materials needed for production.
It is possible to add or remove raw materials to the production lines before final completion.
When creating production lines, you can specify whether the raw materials should be pulled from stock immediately or reserved for the production order.
It is possible to enter the consumption of the raw materials continuously.
NB! The raw materials are only drawn on the economic stock when the final completion of the production BOM occurs.
It is also possible to complete the production BOM on an ongoing basis.
The inventory is shown as ordered or as physical stock on the production BOM.
NB! The raw materials have NOT been pulled yet, as they are only pulled when the production BOM is finalized.
Production drafts can be created and used to continuously enter the consumption of raw materials for production.
It is possible to attach documents to a production order. These are saved on the finished production if "Save in invoice archive" is checked
The documents can be seen on the item in the "Completed items" overview.
Completed production BOMs with the production lines are saved so that you can always see the content of the completed production BOM.
Saved productions can be used to create a new production order with the same content.
It is possible to create production groups to specify production departments, for example.
Production in Uniconta should not be confused with production management, where resources, machine time, production time, etc. are often managed.
Production in Uniconta provides an overview of ongoing production parts lists.
Completed registration with the use of storage locations.
If you want goods to change storage locations in connection with production, this can be done by, for example, storing goods in a storage location. For example, a raw material warehouse. In the product parts list, you can then select the storage location where the production parts list should be stocked. This can be changed when the production lines are created. Remember that there must be goods in stock at the storage locations.
When finalizing, the items will be pulled from the selected storage locations and the finished product will be placed in the selected warehouse.
Creating a production order
Production orders can be created directly via the sales order or in the production module.
When creating in the production module, the production order is created as follows:
Select
Lager/Production/Production/Production orders
Select
Add (F2)
In the example below, inventory management with warehouse locations, location and serial/batch number is enabled.
Therefore, you will be able to specify the location of the warehouse and batch number at the completion notification.
The
Inventory management field is important as the selection determines how work in progress of finished goods is displayed in inventory management and in the warehouse.
Nothing - no information is shown on the finished product that it is in production
Ordered - the inventory status of the finished product shows that a quantity has been ordered
Received - the inventory status of the finished product shows the production order quantity in physical inventory.
Description of selected fields
Selected fields on production orders are described below:
| Field name |
Field Description |
| Sales order |
The field shows the sales order from which the production order was created.
Note! It is not possible to search for sales order numbers via the filter if the sales order numbers no longer exist in the sales order catalog. |
| Added to stock |
Here you can manually enter the quantity of the finished product that you have already produced and would like to see as part of the available stock in the inventory.
On the production order lines, you can enter the number of raw materials you have consumed to make this quantity in the Consumed field. This way, you can also see that the raw materials have been withdrawn from the available inventory in the inventory card.
Note! Item entries are only posted when the finalization is posted, and it is only possible to finalize the entire quantity specified in the Quantity on production order field at once.
If you want to finalize part of a production quantity, you can choose to post the finalization via a stock draft instead, and then change the quantity on the production order to the quantity that remains to be produced. Alternatively, you can change the quantity on your production order to what has been produced so that you can finalize it and at the same time create a new production order with the remaining quantity to be produced. |
Creating production lines
When creating the production order, you can now save the order or save the order and go to production lines.
Select
Save & create lines
Production lines must now be created with the raw materials and any production hours included in the BOM.
When creating the lines, you are now asked about the inventory management of the raw materials.
Nothing - raw materials are not affected by the creation of the production lines
Reserved - raw materials are reserved for the production of the finished product
Pulled - raw materials are pulled immediately when setting up the production lines.
On the production lines, you can now see which raw materials and any production hours are included in the production of the finished product.
Ongoing consumption of raw materials and production hours
It is also possible to specify the consumption of raw materials and hours on an ongoing basis.
NB! If you have selected reserved on the raw materials, the goods will be deducted from the physical inventory.
The consumption entered cannot be higher than the quantity. Quantity can be corrected if necessary.
The reason why consumption cannot be higher than quantity is that it is not until the final completion report via the Complete report function on the Production order that the raw materials and any productions are posted to economic stock and in the accounts, and the final completion report is based on
the Quantity field.
Printing a production order
The production order can now be printed via
Production order and the
Generate reportfunction
.
The report shows the production number, how many to produce and how many raw materials and production hours are needed for the production order.
Production is now underway and you have the option to add or remove more items to the production lines.
If the production is partially finished
As the BOM is produced, it is possible to update the physical inventory with the finished quantity. This is done by filling in the
Added to stock field on the production order. Similarly, in the
Consumed field on the production order lines, you can enter the quantity you have already consumed of the raw materials.
Note! The
Inventory management field must be set to
Ordered when filling in the
Added to stock field.
If the
Inventory management field is set to Received, the
Quantity field will be used to write up physical stock.
REMEMBER that this is not a final completion report, where the item entries are generated.
If you want to post an actual completion of a part of the production, you need to either post the completion of this quantity in a stock draft and then write down the number on the production order to the remaining quantity. Alternatively, you can create an additional production order and then correct the quantity on one production order to what has been produced, so that this production order can then be finalized. On the second production order, you then have the quantity you need to produce.
Production draft
Select
Production/Production draft
The production draft can be used to add raw materials and hours to multiple production orders in one workflow.
If your company has external programs for registering hours and materials for BOMs, you can develop an integration to the production draft so that the registrations are inserted into the draft and possibly approved by an internal employee.
Finalization of the BOM
Select
Production/Production orders
Select
Finalize in the ribbon and enter a text, attachment number, comment, etc:
The finished product is now finally produced with the content on the production lines.
The number on the production order and the number on the production lines are used in the completion report.
The raw materials and any production hours are drawn on economic stock and the accounts are posted with stock transactions.
Updates the production order with a write-down for
Partial completion and write-down of the raw materials included in the production BOM.
Example:
If there are 5 pieces in quantity on the production order and 3 pieces are partially completed, there will be 2 pieces left in quantity on the production order, and the content of the production parts list is updated and written down accordingly.
If you do not want to update at
Partial completion, you can still use the
Added to stock field.
This field only updates the inventory fields on the production control list Available and In stock (Physical).
It is only at final Completion that stock records are created and economic stock is put in place.
Archive of completed BOMs
Select
Production/Completed goods
After completion, the production order is archived and is now displayed under the function Completed items.
Via the archive you can see how the BOM was produced, and it is possible to create a new production order based on the archived BOM.
Use the comment field on the production order if you have, for example, replaced an engine or something else.
The group can now be used during
production order.