Production Planning Management User Manual

Overview

Production Plan Management is the central screen for registering, editing, and deleting production plans and continuing to the follow-up work required for production, such as work orders and material preparation.

Access

• Sidebar: Work Management → Production Plan Management

Before you begin

• Confirm that the process flow and required materials are registered for the item to produce, and prepare the work category and production schedule.
• Use Simple Registration to create a plan for one item quickly. Use Bulk Registration to import multiple items with the designated Excel template and review and confirm each item's plan.
• If Detailed Registration or AI Auto Registration is displayed, use it respectively to enter process details directly or create a draft from the provided materials and then review it.

Required information

• Simple Registration requires production code when entered manually, production item, work category, production quantity, production start date, and start time.
• Bulk Registration requires an Excel file in the designated template, work category, shipment type, and a confirmed plan for every imported item. Check the screen to determine whether order-based bulk registration is supported.
• If Detailed Registration is displayed, enter production code when entered manually, production name, production type, usage type, planned production start and end dates, and work category.
• No input is required for queries only. Filters such as production code, status, and period are optional.

Save and processing checks

• Confirm that each item's production quantity is greater than 0, the start and end schedule is in the correct order, and the process and material information is correct.
• For bulk registration, confirm every item's plan and ensure there are no errors or warnings before saving.
• Saved plans affect work orders and material preparation, so check for duplicate plans and incorrect items or schedules.

Screen Layout

• List: View the production code, production name, period, business partner, and production status.
• Easy Registration: Register a plan for one item and its production quantity.
• Bulk Registration: Register multiple production plans at once.

Using filters and search

The list filter on this screen largely consists of conditional search and period search.

• Conditional Search:
  • Production code
  • Production name
  • Production classification (planned production/order production)
  • Status (before production/production completed)
• Period Search:
  • Start date (production scheduled to start)
  • End date (expected to end production)
  • Estimated delivery date (if any)

After setting the filter and clicking Search, the list will be updated. Click Reset to return the filters to their default values.

Registration

1. Click Register from the list.
2. Select Easy Registration for a single plan or Bulk Registration for multiple plans.
3. In Easy Registration, enter the production code directly or select Auto-generate Code.
4. Enter or look up the required Production Name, Category, and Item Name. You can select Auto-generate for the production name.
5. If the production plan has a designated business partner, look up the Business Partner.
6. Under Price and Discount Information, enter the required Production Quantity, then confirm the item unit price, discount, and final amount.
7. Click Save, then confirm the production code and production name in the list.

Registration screen (tab) information

The production plan registration screen includes the following tabs.

• Easy registration: Quick registration focusing on basic fields
• Bulk registration: Register multiple plans using Excel or multi-entry input

Editing

1. Click the production plan in the list to enter details.
2. Click Edit.
3. Change the basic production information or production quantity, then click Save.

Deletion

1. Select the production plan to be deleted from the list.
2. Click Delete and confirm.
3. Verify that the confirmation dialog shows the correct production code and production name, then complete the deletion.

Before Making Changes

• When you look up an item, the BOP registered to that item is used as the process basis for the production plan. Before changing the production quantity or item, check the linked processes and the status of follow-up work.