# Production Plan

A Production Plan schedules multiple items for production over a date range at a center. Create a plan from scratch, from a Sale Order, or from selected items on the Item Wise Sale Orders report, then generate Production Orders from plan lines — linking back to the plan for tracking.

On this page

Overview & List View Quick Start Create from Sale Order Create from Item Wise Sale Orders Header Fields Item Lines Create Orders from Plan Lines Actions & Status FAQ

Overview & List View

Go to Production → Production Plan. List columns: Id, Number #, Plan Name, Start Date, End Date, Center, Branch, Status. Quick filter tabs: Default (excludes Cancelled), Draft, Approved, In Progress, Completed, Closed, Cancelled. Advanced Filters: Id, Bill No, Plan Name, Center, Branch, Item, Status, Start Date, End Date, Created date. List row actions: Edit (Draft, Sent for Revisal), Delete (Draft), View.

Quick Start

  1. Click New.
  2. Enter Plan Name, Start Date, End Date, and Production Center.
  3. Add item lines with quantity, unit, BOM or Multi Stage BOM, batch, start date, due date, and priority.
  4. Save And Approve the plan.
  5. Use Update Plan or create Production Orders from each line as your process requires.

Create from Sale Order

You can build a plan directly from a confirmed Sale Order instead of entering lines manually.
  1. Open an Approved Sale Order and go to more (⋮) → Create Production Plan.
  2. The plan opens pre-filled: Plan Name from the sale order number, Branch, a default Start Date of today, and an End Date from the sale order delivery date.
  3. Item lines are copied from the sale order — only producible items are included, with their item, variant, unit, quantity, and due date.
  4. Adjust dates, add BOM / Multi Stage BOM per line, then Save or Save And Approve.

Note: Only producible items from the sale order are carried over. Review quantities and dates before saving.

Create from Item Wise Sale Orders

Use the Item Wise Sale Orders report when you want a plan from ordered demand across many sale orders, not from a single order.
  1. Go to Sales → Order Reports → Item Wise Sale Orders and run the report for the period you need.
  2. Select the item rows to produce.
  3. Click Create Production Plan on the selection action bar.
  4. The plan opens pre-filled with Plan Name, today's Start Date, the selected items and quantities, and each item's default active BOM (when one exists).
  5. Set End Date and Production Center, review or change BOMs, then Save or Save And Approve.

Note: Only producible items are included. Non-producible selections are skipped; if none of the selected items are producible, a warning is shown and no plan is opened.

Header Fields

| **Field** | **Description** | |-----------|-----------------| | Plan Name * | Name of the production plan. | | Number | Plan reference number. | | Start Date * | Plan period start. | | End Date * | Plan period end. | | Production Center | Default center for plan lines. | | Branch | Branch when multi-branch is enabled. | | Notes | Remarks. |

Item Lines

| **Column** | **Description** | |------------|-----------------| | Sl Num | Line number. | | Item * | Item to produce. | | Variant | Variant. | | BOM | Bill of Materials (single-stage). | | Multi Stage BOM | Multi stage Bill of Materials — use instead of BOM when the item is produced through multiple stages. | | Quantity * | Planned quantity. | | Unit * | Unit of measure. | | Batch | Batch. | | Start Date | Line start date. | | Due Date | Line due date. | | Priority | Planning priority. | | Notes | Line remarks. |

Note: A line can use either a BOM or a Multi Stage BOM, not both. Choose the one that matches how the item is manufactured.

View — Item Lines also shows an Ordered column (quantity already covered by Production Orders) and a PO column with a Create PO action per line. View — Linked Production Orders table shows Id, Number #, Item, Quantity, Due Date, Status for orders created from the plan.

Create Orders from Plan Lines

On an Approved (or In Progress) plan, each item line in the View shows a Create PO button in the PO column.
  1. Open the approved plan.
  2. In the item line, click Create PO. A new Production Order opens pre-filled with the item, variant, unit, BOM or Multi Stage BOM, center, branch, due date, and the line's remaining quantity.
  3. Save the Production Order — it links back to the plan and its line.
Partial ordering & remaining balance: the quantity already covered by non-cancelled Production Orders shows in the Ordered column. If only part of a line has been ordered, the Create PO button stays available and shows the balance, e.g. Create PO (Bal: 10). Clicking it starts a new order pre-filled with just the remaining quantity. Once the full planned quantity is ordered, the button disappears for that line.

Example: A line planned for 20 with a Production Order already created for 10 shows Ordered 10 and Create PO (Bal: 10) — create another order for the remaining 10.

Actions & Status

| **Action** | **Available when status is** | |------------|------------------------------| | Approve | Draft | | Edit | Draft, Sent for Revisal | | Delete | Draft | | Cancel | Approved, Closed, In Progress, Completed | | Send for Revisal | Approved | | Send for Approval | Sent for Revisal | | Mark As Closed | Approved, In Progress, Completed | | Update Plan | Approved | | Add/Update Note | All | | Print | All |

FAQ

How do Production Orders link to a plan?
Orders created from plan lines show the Production Plan reference on the Production Order view.

What does Update Plan do?
Lets you adjust approved plan lines or generate/update linked orders per your configured workflow.

Can one plan span multiple centers?
The header center is the default; individual lines can specify different centers when creating orders from lines.

Can I edit plan lines after PO created?
Lines linked to production orders lock — cannot edit or delete those lines.

Plan date rules?
End date must be on or after start date; line dates must fall within plan period.

How do I create a plan from a Sale Order?
Open an approved Sale Order → more (⋮) → Create Production Plan. The plan opens pre-filled with the sale order's producible items; adjust and save.

How do I create a plan from Item Wise Sale Orders?
Run Item Wise Sale Orders, select items → Create Production Plan. Lines are pre-filled with quantities and default BOMs; set center and end date, then save.

What BOM is filled from Item Wise Sale Orders?
The first active BOM for each item. Change it on the plan if the item has more than one BOM. Items without an active BOM are left blank for you to choose.

When do I use Multi Stage BOM instead of BOM?
Use Multi Stage BOM for items produced through multiple stages; use the single BOM for single-stage items. A line can use only one of the two.

A line is only partly ordered — how do I order the rest?
The line keeps a Create PO button showing the balance (e.g. Create PO (Bal: 10)). Click it to create another order for just the remaining quantity. The button disappears once the full planned quantity is ordered.

How do I see raw material demand for a plan?
Use Plan Wise Raw Materials under Production → Reports. It consolidates BOM requirements across plan lines (or use Show Detailed per plan line), shows totals, and can create Material Requests from the bottom selection bar.