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
Work Plans consolidate multiple sales orders into a coordinated production schedule.
They allow production managers to organize manufacturing activities across departments and locations.
Each Work Plan can generate and track multiple Work Orders from different sales orders.
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)
Work Plan Number: Unique identifier (auto or manual).
Date/Time: Created timestamp.
Status: Overall plan state (Pending, Issued, In Progress, Completed).
Internal Notes: Planner notes visible to your team.
Department: Owning production department.
Location: Plant/DC that will execute most work orders.
Project Code: Optional tag for project-based tracking.
Work Plan header (detail view)
Date/Time: Plan creation time (editable).
Work Plan Number: Auto-generated; can be overridden if permitted.
Department: Team responsible for the plan.
Location: Default manufacturing site for new work orders.
Project Code: Optional reference for costing/reporting.
+ Add Sales Order: Attach one or more sales orders to the plan.
Line table (per item row)
#: Line order; drag to re-sequence.
Sales Order: Linked order that demands the build.
Item: Finished good to manufacture.
Description: Item description (read-only).
On Hand: Current stock of the finished good.
Qty: Quantity to produce for this line.
Due Date: Target completion/shipping date.
Work Order: Link/reference to the generated work order (empty until created).
Location: Site where this line will be produced (can differ from header).
Footer
Notes: Free-form instructions for planners/production.
Attachments: Drawings, specs, or requirement files.
Key Functions
Create a new Work Plan
Go to Manufacturing → Work Plan → Add New.
Fill Date/Time, Department, Location, (optional) Project Code.
Click + Add Sales Order, select one or more sales orders, and Add.
For each line, confirm Item, Qty, Due Date, and Location.
Save to stage the plan (Status: Pending).
Generate work orders from the plan
Per line: use the Work Order column action to Create (one work order per line).
After generation, the field shows the linked work order number.
When all lines have work orders, move the plan to Issued.
Track execution
Issued: Work orders are created and ready to start.
In Progress: At least one linked work order has started.
Completed: All linked work orders show Completed.
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.
Notes and Attachments
Work Plans include sections for:
Notes: Add important information or instructions related to the production plan
Attachments: Upload relevant files such as specifications, drawings, or quality requirements
Best practices
Group similar items or shared resources in one plan to reduce changeovers.
Verify On Hand before setting Qty to avoid over-building.
Keep Due Date aligned with ship dates on the sales orders.
Use Notes/Attachments for specifications that apply to all lines.
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.
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