The Learning Pathway for Production Managers covers managing people, materials, time and transactions. It moves from basic data to advanced production planning, so that managers gain the tools and understanding they need to run efficient, traceable and well-controlled production.
💡These topics focus on transactions (e.g. work orders) and production planning.
Items are the raw materials and finished goods used in production. Items can also consist of assemblies and costings (e.g. Item: Paper + Item: Ink + Task: Design + Task: Print = Item Finished Good: Brochure).
Item Prices Explained: Explains the various prices and how they are calculated and applied to transactions.
Item Categories: Explains the fields, buttons and features for creating or editing categories and provides step-by-step instructions for creating and editing these categories.
Item Attributes: Attributes are additional information that is added to items. These can be fixed sets that are used for estimating or custom sets. This article explains the fields, buttons, and available features for creating or editing attributes. Lists all the available attributes. Provides step-by-step instructions for adding attributes to items.
Inventory items are physical items that are stored in specific locations. Items (Materials) are turned into inventory items by changing the Inventory setting in the item’s header.
Transaction Types create the rules and environment for capturing transactions: which accounts can be debited or credited, how VAT is treated and which features (e.g. calendars, estimating) are available.
To enable production, select Production in the Value column next to the setting Estimating > Enable Estimating. Production planning can be activated on multiple Transaction Types (e.g. Work Orders Construction, Work Orders Maintenance).
Transaction Types List View: Explains the fields, buttons and features when displaying a list of Transaction Types.
Transaction Types Edit View: Explains the fields, buttons and features for creating or editing Transaction Types.
Transaction Type Tutorials: Step-by-step instructions for creating Transaction Types. Each tab (1 – 5) is explained in detail below:
Transaction Type Settings:Part of creating Transaction Types. Explains the available settings, when to apply them and how to add them.
Followers:Part of Transaction Type settings. Followers are the email recipients who receive the output (e.g. quotes, invoices). Provides step-by-step instructions for using the Followers feature.
Copying Transactions (Copy Rules):Part of creating Transaction Types. Explains the rules that determine when a transaction can be copied to create a new transaction (e.g. Work Order to Purchase Order). Also explains how to set up the manual or automated copying of transactions.
Linking Transactions:Part of Copying Transactions. Background information on what a transaction flow is and how it is created.
Transaction Type Statuses Interface and Tutorials:Part of creating Transaction Types. Explains how to create and edit statuses, including rules such as when a transaction can be edited, is posted to the ledger or affects inventory.
Transaction Categories Interface and Tutorials:Part of creating Transaction Types. Allows transactions to be grouped to extract analytical data from them. Explains the fields and buttons, and provides step-by-step instructions for creating and editing categories.
Transaction Types Output Tab:Part of creating Transaction Types. Output refers to the forms or documents that are created from the transaction (e.g. Quotation, Invoice, Worksheet). Explains how to link templates to the Transaction Type, and the related settings.
Transaction Type Examples
Production planning is usually integrated with work orders (e.g. Quotation > Sales Order > Work Order).
Production Planning is integrated with transactions such as Work Orders and provides detailed interfaces to manage all aspects of production.
Production Planning Setup: Explains how production planning works and provides step-by-step instructions for setting it up.
Production Planning Jobs: Explains the fields, buttons and features for viewing a list of jobs and provides step-by-step instructions for using the features.
Production Planning Materials: Explains the fields, buttons and features for viewing a list of materials and provides step-by-step instructions for using the features.
Production Planning Tasks: Explains the fields, buttons and features for viewing a list of tasks and provides step-by-step instructions for using the features.
Production Planning Outwork: Explains the fields, buttons and features for viewing a list of outwork and provides step-by-step instructions for using the features.
