---
pdfexport: true
alias: tutorials-production-order-creation
timetoread: true
glightbox: false
description: "This documentation guides users through creating production orders within a manufacturing system, detailing properties, workflows, and associated data configurations"
---

# Production Order Creation

In modern manufacturing environments, business-level planning and shop-floor execution go hand-in-hand throughout the manufacturing process of a given customer order. At the heart of this integration lies the production order, which stands as a fundamental element that drives manufacturing operations with precision and accountability.

**Production Orders** (POs) represent a formal instruction of a customer request: what needs to be produced; how it will be manufactured; and in what quantity. Within the Critical Manufacturing MES space, **Productions Orders** provide structural data about the manufacturing processes and synchronizes the planning data (Enterprise Resource Planning - ERP) with the real-time execution (MES).

## Overview

This tutorial offers an operational guide that details, step-by-step, how a user can proceed with a **Production Order** creation in the system, covering:

- Mandatory **Production Order** properties that must be set beforehand
- An end-to-end process of a **Production Order** creation.

## Scenario

The case study of this tutorial explores an order of a traditional 20 Cookies Belgas Package. In this demonstration, a **Production Order** creation for the 20 Cookies package of **Product** Belgas will be created, with the following delivery and manufacturing details:

- A 10% delivery tolerance.
- Due Date: the order is expected to be completed at the end of the week.
- Priority: Standard [5].
- The **Production Order** must be restricted when it gets completed and only materials that belong to Belgas **Product** are eligible to be assigned to it.

For this exercise a **Product** reference (Belgas) will be used, which that holds a Default Start Flow Path, placing the material of this **Product** at the first **Step** of the following **Flow**:

![Screenshot showing a flow path diagram with "po belgas flow" label.](../images/po_belgas_flow.png)

## Modeling

Before creating a **Production Order**, you need to ensure that the required table values and system objects are configured. The following parameters must be available:

- A value for the [[productionordertype-lt]] Lookup Table,
- An object of the entity **Product** that represents all characteristics and specification of the Belgas **Product**. This object will used as a value of a mandatory field of the **Production Order**;
- An object of the entity **Flow** which will represent the set of operations that will need to get executed to complete the manufacturing process. Please note this is an optional field at **Product** and **Production Order** level, but since it is a mandatory parameter for all materials it can get created beforehand;
- Lastly, there must exist a value for the [[units-lt]] Lookup Table.

!!! warning
    Basic model configurations will not be covered in the execution video.

### Lookup Table Values

There are two Lookup Table values that need to exist:

- `Cookies` as a [[units-lt]] value
- `General` as a [[productionordertype-lt]] value.

![Screenshot showing a lookup table with values related to production order types.](../images/po_units.png)
![Screenshot showing a lookup table with production order types listed.](../images/po_type.png)

!!! info "Useful Documentation"
    - [[tutorials-howto-createlookuptable]]
    - [[tutorials-howto-editlookuptable]]

### Product

When creating a **Production Order** the system demands that you pick an existing **Product** from the list being displayed on the Product field of the Create Production Order wizard.

![Screenshot showing a list of products, including "Belgian" as one option.](../images/po_product_belgas.png)

### Flow

Optionally, you can define the Default Start Flow Path at the **Product** or **Production Order** level. Doing so, you avoid the **Flow** picking when creating the **Materials** that will get assigned to the **Production Order**. In case the materials are getting created from the **Production Order** page, the system automatically fill the **Product** and `Default Star Low Path` field if the same properties exist at the **Production Order** level.

![Screenshot showing a flow path diagram with "po belgas flow" label.](../images/po_belgas_flow.png)

### Modeling Notes

When creating the object (Belgas) for the **Product** that will be used for the **Production Order**, there are several **Product** properties that can be pre-defined, such as:

- Default Units
- Default Material Type
- Default Material Form

Those properties can save time if this **Product** is used in any **Production Order** or **Material**, since these are optional values at **Product** level, but the system requires them to be set when creating the **Production Order** and the **Materials**.

!!! info
    For **Production Orders** involving **Products** with characteristics, refer to the dedicated tutorial: [[tutorials-productcharacteristics]].

## Execution

For this use case, when creating the **Production Order**, it is important to set the following properties:

| Property                          | Value          |
| --------------------------------- | -------------- |
| Production Order Name             | Any         |
| Production Order Type             | General        |
| System State                      | Created        |
| Product                           | Belgas         |
| Facility                          | Cookie Factory |
| Quantity and Units                | 20 Cookies     |
| Under and Over Delivery Tolerance | 10%            |
| Due Date                          | Any          |
| Priority                          | 5              |
| Planned Start and End Date        | Any          |
| Restricted Order on Completion    | Yes            |
| Validate Order on Completion      | Yes            |

You can see a demonstration of the sequence of steps you must perform to successfully create a new **Production Order** in the video below:

<!-- Video filename: po_create.mp4 -->
{% set video_id = 'c4b4b11d9abf04b21958539ea6f7edd7' %}
{% include-markdown 'includes/cloudflare_stream.md' %}

!!! info
    To get more details about how to create a **Production Order**, check the User Guide Create Production Order.

    - [[user-guide-create-production-order]]

After creating a **Production Order**, let's associate the **Materials**.

To associate a set of materials that will become part of that **Production Order** and which the system will keep track over its process execution, you have to perform one of the following actions:

- Assign Materials
- Create Material

The Assign Materials operation will link an existing material in the system with the **Production Order** recently created, and the Create Material action will allow you to create materials through the **Production Order** which already ensures the material assignment, streamlining the material creation since most of the properties of the **Material** will be inherited from the **Product** associated with the **Production Order**.

If you decide to disassociate a material from a **Production Order**, you can do it by performing **Re-Assign**.

!!! info
    For more information about these operations, see the reference pages on the User Guide:

      - [[user-guide-assign-production-order]]
      - [[user-guide-reassign-production-order]]
      - [[user-guide-create-material-production-order]]

Below you can watch a video demonstration of three scenarios showcasing the following actions within the scope of **Production Orders**:

- How to Assign Materials
- How to Re-Assign Materials
- How to Create Materials

<!-- Video filename: po_assign_create_material.mp4 -->
{% set video_id = '9f2e9ce2d302a582164aa1faea350cc7' %}
{% include-markdown 'includes/cloudflare_stream.md' %}

### Execution Notes

When performing Create Materials from the **Production Order** page, certain properties of the **Material** will be automatically filled out if you have previously configured the following settings and met the corresponding preconditions:

- The **Production Order** from where the **Material** is being created has the following properties defined, which will be automatically filled when performing Create Material For Production Order:
    - Facility
    - Quantity
    - Flow and Step.
- If the **Product** to which the **Material** will belong to has the following properties defined, they will be used as **Material** properties as well:
    - Units
    - Form.

## Master Data

This is the [Master Data file](../masterdatafile/po_creation_masterdata.xlsx) used to create this model.

!!! note
    - This feature is available in version 11.0.
    - The model was created in version 11.1.7.

!!! tip
    To continue learning, see other use cases: [[tutorials-production-order-execution]].