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Walkthrough: Create a firm planned production order and change it

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In this article, we take you through the steps to use the Contoso Coffee demo data to work with production orders.

Scenario

Eduardo, the production planner at Contoso Coffee, must create a new production order for 10 units of the item SP-SCM1009, Airpot that must be due on April 28. Eduardo backward schedules this and confirms that they can start the order on April 27.

Shortly after finishing this task, Eduardo is asked to increase the order to 50 units. On doing this, the backward scheduling functionality pushes the order start date too early. So Eduardo forward schedules the order from April 23 in order to determine a more realistic finish date.

Steps

  1. Create the initial production order for 10 units of the item SP-SCM1009, Airpot.

    1. Choose the Lightbulb that opens the Tell Me feature. icon, enter firm planned prod. orders, and then choose the related link.

    2. Choose the New action, and then fill in the fields as described in the following table.

      Field Value
      Source Type Item
      Source No. SP-SCM1009
      Quantity 10
      Due Date April 28

    3. Choose the Refresh Production Order action.

    4. On the Refresh Production Order page, accept all defaults, and then choose the OK button to start the process.

      In the current setup, this process uses backwards scheduling. In the new line on the production order, the starting date is April 26.

  2. Change the production order's quantity to 50 units and schedule the order.

    1. On the Lines FastTab of the Production BOM, select the recently added line, and then, in the Quantity field, enter 50.

  3. Choose the Refresh Production Order action.

    The start date is now pushed back to April 20. This isn't an acceptable date for Eduardo.

  4. Trigger a forward scheduling of the production order.

    1. On the Schedule FastTab, set the Starting Date field to April 23.

    The starting for the order is now April 25, and the ending date is May 2. The due date for the order is set one day later, May 3. Eduardo now knows that it will take until May 3 to deliver the increased order.

Note

Scheduling an order by changing its starting or ending date does not require the Refresh Production Order batch job because all dates recalculate automatically.

The new production order is now set up, and Eduardo's requirements are met.

See also

Introduction to Contoso Coffee Demo Data