Job Materials Planning & Compliance
Every job in ianaiERP carries two tools that take it from order to delivery: the job plan, which walks the job's bill of materials and shows what covers each part, and the Compliance tab, which collects the certificates, inspections and genealogy a customer asks for when the job ships.
Overview
-
Whole-BOM planning: see every part a job needs, at every level, and what covers it — stock, work orders or purchase orders.
-
Nothing happens until you choose: the plan suggests what to make and what to buy; you tick what to create.
-
Timed to the due date: order-by and start-by dates come from each part's lead time, and long-lead parts are flagged.
-
One-click compliance: a live checklist of every quality requirement on the job, and a single zip file with all of the evidence.
Where to Access
-
Job plan: open a job from Manufacturing → Jobs, then Create → Plan materials….
-
Compliance: the Compliance tab on the job, shown to users with quality access.
Planning Materials
Plan materials… shows every part the job needs, walked down its bill of materials, and what covers each one. Nothing is created until you choose.
How a part is covered
Each part is covered, in order, by:
-
Stock — not counting what other jobs' work orders are holding.
-
The job's own work orders.
-
Purchase orders placed for the job.
-
Any other open purchase order.
Count all open purchase orders controls that last step. Turn it off to count only what the job has secured for itself.
Reading the plan
-
Status – In stock, In production, On order, Partly covered or Short. A service item shows Not needed, and a part the vendor supplies shows Vendor supplies.
-
To create – Suggests a work order for a part you make and a purchase order for a part you buy. Expedite means the part is covered, but by an order due after it is needed — ask the supplier or the floor to bring it forward.
-
Order / start by – When to order or start the part so it arrives in time, based on its lead time.
-
Lead – The lead time and where it came from. Long marks a part at or above your company's long-lead threshold.
-
Header – Shows whether the covering orders meet the job's due date.
Use Show to narrow the list to what needs action, what needs buying, long-lead parts, or everything. Quantities are in each part's base unit, and you can edit the quantity to create.
Creating from the plan
-
Create work orders – Raises work orders for the ticked parts you make, deepest sub-assemblies first.
-
Buy parts for this job – Raises purchase orders for the ticked parts you buy, grouped by vendor and linked to the job. A part with no vendor on record uses its preferred vendor if it has one.
If stock or orders moved since the plan was opened, Create work orders is refused with "the plan has changed since it was reviewed". Open Plan materials… again and create from the fresh plan — this keeps you from building against numbers that are no longer true.
Compliance
The Compliance tab lists every quality requirement on what the job made, the components it used and what it shipped — certificates, required attributes, inspections, holds and nonconformances. It fills in as the job runs.
Each requirement shows how it stands: Met, Missing, Pending, Not due yet, Waived, Expired, Rejected, Failed, On hold or Open nonconformance.
-
Show switches between Needs attention and All requirements.
-
Add certificate on a missing certificate attaches it in place.
Downloading the compliance package
Download package produces one zip file with:
-
The compliance checklist.
-
Every certificate on file.
-
Inspection reports.
-
A genealogy for each work order that built material.
-
The certificates generated for shipments.
If a file cannot be fetched, or would take the package past its size limit, it is listed by name in an ERRORS.txt file inside the zip rather than stopping the download. A package holds up to 500 files.
If quality requirements are not set up for your company, the tab says so and there is nothing to download. Add a traceability profile under Quality first.
Best Practices
-
Run Plan materials… as soon as the job is raised, and again when due dates or quantities change.
-
Watch Long and Expedite first — those are the parts most likely to make a job late.
-
Leave Count all open purchase orders off when you need to know what the job has truly secured for itself.
-
Chase Missing certificates while the job runs, so the package is complete on the day it ships.