Manufacturing
Use the Manufacturing module to plan production, work out which materials are needed, follow jobs on the factory floor, and record finished goods and costs. The records stay linked from the production plan through to the final stock entry.
If you are setting up Manufacturing for the first time, begin with the process below. You can then open the guide for the job you are working on. There is no need to learn every screen before starting a production run.
If this is your first production run in ERPX, read Core Concepts first. It explains work in progress (WIP), quantity fields, and costing so the later steps are easier to follow.
How a production run works
Where stock actually sits during a work order
During production, material is transferred to a work-in-progress (WIP) warehouse. It becomes finished stock when you record the output. A plan or work order on its own does not change stock. Stock changes only after an entry is posted.
Sections
Learn how warehouses, quantities, tolerance, BOM levels, and production costs work.
Set up workstation types, individual machines, standard operations, and reusable routings.
Create production recipes with materials, operations, routings, costs, and version control.
Use one rule-based recipe for all variants of an item and resolve it for each work order.
Combine sales demand, account for available stock, and create manufacturing and purchasing documents.
Check whether priorities and delivery dates fit the hours available at each workstation.
Start a production run, transfer materials, record output, and close the order.
Record operation time, completed quantity, process loss, rework, and scanned activity.
Arrange approved workstations on a visual layout and view their live job-card status.
Send materials to a vendor for outsourced work and record the goods returned.
Review production progress, cost, material needs, capacity, and live shop-floor activity.
Document flow
Where to start
| What you are doing | Start at |
|---|---|
| Setting the module up | Shop-floor Setup, then Bill of Materials |
| Producing one item in many variants | Template (Super) BOM |
| Bringing demand together | Production Plan |
| Checking whether dates are possible | Capacity Planning |
| Running a production order | Work Orders |
| Working on the floor | Job Cards |
| Posting finished output | Work Orders: use Finish Production |
| Watching the live floor | Floor Plan |
| Outsourcing an operation | Subcontracting |
| Trying to explain a cost | Reports |
| Understanding an unexpected quantity or cost | Core Concepts |
How Manufacturing connects
| Module | Connection |
|---|---|
| Inventory | Each material transfer and production finish creates a stock entry |
| Financials | Manufacturing values reach the general ledger through the stock ledger |
| Sales | Sales orders create demand and move to In Production when manufacturing begins |
| Purchase | Material shortages can be converted into purchase requests |
| HR | Job-card time logs identify operators and support performance reports |