Defining Processes in Planning and Production

Objective

After completing this lesson, you will be able to define processes for planning and production.

Planning and Production Process for Configurable Products

Process Overview

The following video explains the process flow of sales order based production. Working with a configurable material, the configuration takes place inside sales order. This causes then an individual production order.

Production Order

Watch the following video, which gives you a detailed view on the production order.

Detailed Process View

Flowchart showing the process from a sales order to production order, including MRP, planned orders, confirmations, and warnings about existing production orders. Key actions include creation, release, reading PP-master data, and handling warnings for changeable values.

In the standard system, you're allowed to make changes to sales order items for which production orders already exist.

Once the values assigned to a configurable item in the sales order have been changed, the production order is not automatically updated. (However, this can be implemented using assembly processing).

In a standard scenario, it's permitted to make changes to items in the sales order for which production orders already exist.

After a change has been made to the valuation of a configurable item in the sales order, the corresponding production order is not updated automatically. (However, this can be realized by assembly processing).

As long as no "Time Ticket" or goods movements have taken place for the production order, it's possible, via Read PP master data, to update the production order. The reading of the PP master data is also approved orders possible. The release is then withdrawn.

Once confirmations or goods movements exist for the production order, an automatic update is no longer possible. You can use OCM to support manual changes to production orders. This partially automates the process.

Processes Behind Planning and Production

The following figure shows you the detailed processes that take place in SD.

A flowchart depicts a sales order process including presales activities, order processing, procurement, shipping, billing, and payment. An additional diagram details shipping and payment accounting, highlighting delivery, transport orders, billing documents, and receivables.

Perform Process for Quotation → Order → Planning → Production

You received a customer inquiry for a specific configuration of the forklift. Now, you have to respond with a formal quotation.

Later, this customer sends a purchase order for this product as originally configured. Then, you have to convert the quotation into a sales order.

To start the procurement process, an MRP run is executed to create procurement elements and start production.

Watch the following simulation, which gives you detailed insights into the process.

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