Work Plan
Work Plans in ianaiERP are a powerful tool for managing production at scale by enabling the bulk creation and tracking of multiple Work Orders. They provide a centralized approach to production planning, especially when manufacturing items for multiple sales orders.
Overview
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Work Plans consolidate multiple sales orders into a coordinated production schedule.
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They allow production managers to organize manufacturing activities across departments and locations.
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Each Work Plan can generate and track multiple Work Orders from different sales orders.
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This feature streamlines production planning for businesses handling numerous orders simultaneously.
Where to Access
- Users can access Work plan via Manufacturing panel
Key Attributes
Work Plan list (columns)
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Work Plan Number: Unique identifier (auto or manual).
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Date/Time: Created timestamp.
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Status: Overall plan state (Pending, Issued, In Progress, Completed).
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Internal Notes: Planner notes visible to your team.
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Department: Owning production department.
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Location: Plant/DC that will execute most work orders.
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Project Code: Optional tag for project-based tracking.
Work Plan header (detail view)
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Date/Time: Plan creation time (editable).
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Work Plan Number: Auto-generated; can be overridden if permitted.
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Department: Team responsible for the plan.
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Location: Default manufacturing site for new work orders.
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Project Code: Optional reference for costing/reporting.
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+ Add Sales Order: Attach one or more sales orders to the plan.
Line table (per item row)
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#: Line order; drag to re-sequence.
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Sales Order: Linked order that demands the build.
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Item: Finished good to manufacture.
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Description: Item description (read-only).
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On Hand: Current stock of the finished good.
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Qty: Quantity to produce for this line.
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Due Date: Target completion/shipping date.
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Work Order: Link/reference to the generated work order (empty until created).
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Location: Site where this line will be produced (can differ from header).
Footer
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Notes: Free-form instructions for planners/production.
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Attachments: Drawings, specs, or requirement files.
Key Functions
Create a new Work Plan
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Go to Manufacturing → Work Plan → Add New.
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Fill Date/Time, Department, Location, (optional) Project Code.
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Click + Add Sales Order, select one or more sales orders, and Add.
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For each line, confirm Item, Qty, Due Date, and Location.
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Save to stage the plan (Status: Pending).
Generate work orders from the plan
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Per line: use the Work Order column action to Create (one work order per line).
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After generation, the field shows the linked work order number.
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When all lines have work orders, move the plan to Issued.
Track execution
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Issued: Work orders are created and ready to start.
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In Progress: At least one linked work order has started.
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Completed: All linked work orders show Completed.
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Use the plan list filters (Status, Department, Location) to monitor workload.
Close the plan
- When every linked work order is Completed, click All Work Orders Completed (if shown) or save; the plan status updates to Completed.
Status (lifecycle)
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Pending – Draft state; editable; not yet released to production.
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Issued – Released to the floor; components/routing set for execution.
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In progress – One or more operations have started; time and consumption can be recorded.
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Cancelled – No further work; stops execution and prevents additional postings.
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Complete – All operations finished; materials consumed and finished goods updated.
Notes and Attachments
Work Plans include sections for:
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Notes: Add important information or instructions related to the production plan
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Attachments: Upload relevant files such as specifications, drawings, or quality requirements
Best practices
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Group similar items or shared resources in one plan to reduce changeovers.
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Verify On Hand before setting Qty to avoid over-building.
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Keep Due Date aligned with ship dates on the sales orders.
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Use Notes/Attachments for specifications that apply to all lines.
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Use Project Code for cross-plan cost/throughput analysis.
Related Features
For more detailed information on advanced Work Plan techniques and production scheduling optimization, please refer to the specific sections in this documentation.