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The AI-Native Manufacturing ERP Platform

ianaiERP

ianaiERP unifies ERP, manufacturing execution, warehouse, planning, equipment and HR in one system — configured by AI and live in about 8 weeks.

Platform

  • Platform Overview
  • Inventory Management
  • Warehouse Management System (WMS)
  • Shop Floor Execution (MES)
  • Material Requirements Planning (MRP)
  • Asset Maintenance (CMMS)
  • Order Management & Fulfillment
  • Procurement & Purchasing
  • Financials & Accounting
  • Field Service
  • Project Management
  • AI Financial Officer
  • Workforce & Labor Tracking
  • CRM
  • No-Code Workflow Customization
  • Integrations
  • Reporting

Industries

  • Discrete & Custom Manufacturing
  • Wholesale Distribution ERP
  • Food & Beverage ERP
  • Cosmetics & Personal Care ERP
  • Biopharma Manufacturing ERP
  • Apparel & Fashion ERP

Resources

  • About Us
  • Migrate from QuickBooks
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  • Blog
  • FAQ
  • User Guide
  • Contact

Contact

  • Address

    1440 N Lakeview Ave
    Anaheim, CA 92807

    Get Directions
  • Emailinfo@ianaierp.com

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Operation Definitions

Guides

⌘K

getting-started

  • Introduction to ianaiERPPopular
  • Settings / Preferences
  • Dashboard (List View) & Reports
  • Data Import/Export

inventory

  • ItemPopular
  • Inventory Adjustment
  • Inventory Transfer
  • Lot Tracking
  • Bin Tracking
  • Item Options and Dynamic Templates
  • Serial Tracking

manufacturing

  • Bill of Materials (BOM)
  • Build
  • Routing
  • Operation Definitions
  • Work Orders
  • Work Plan
  • BOM Rule
  • Advanced Manufacturing

purchase

  • Procurement Workflow
  • Vendor
  • Purchase Order
  • Item Receipt
  • Blanket Purchase Order

sales

  • Sales Workflow
  • Customer
  • Estimate
  • Sales Order / Payment
  • Price Rule
  • Blanket Sales Order

shipping

  • Shipment
  • Shipping, Label Printing, and Tracking
  • Carrier Integrations
  • Ship Method Mapping
  • Rule-Based Automation
  • International Shipping
  • Third-Party Billing
  • ianaiERP Bridge
  • Troubleshooting Shipping Issues
  • USPS Cubic Rates in ianaiERP
  • USPS Pricing

return

  • Returns
  • RMA
  • Restock
  • Repair
  • Credit Memo
  • Refund

miscellaneous-setup

  • Miscellaneous

customization

  • Custom Field
  • Custom Script
  • Vendor-Item Catalog
  • Units of Measure (UOM)

integration

  • Quickbooks Online Integration
  • Bigcommerce Integration
  • Shopify Integration

accounting

  • Journal
  • Transfer Funds
  • Bank Deposit
  • Expense
  • Chart of Accounts

equipment

  • Introduction
  • Equipment Hub
  • Work Centers
  • Resources & Resource Pools
  • Work Centers for CAPA
  • Asset Management
  • Maintenance Hub
  • Preventive Maintenance
  • Maintenance Events
  • Spare Parts & Consumables
  • Capacity Planner
  • Runtime Status
  • Permissions & Modules

planning

  • Supply-Demand Intelligence (Overview)
  • SDI Dashboard
  • Demand & Supply
  • Shortages & Impact
  • Planning View
  • Make vs Buy
  • Creating Purchase Orders
  • Demand Forecasting
  • Production Scheduling (Overview)
  • Schedule Views
  • Scheduling Work Orders
  • Capacity, Bottlenecks & Batching
  • Manufacturing Cockpit

project

  • Introduction
  • Projects & the Workspace
  • Tasks & the Work Tab
  • Budgeting
  • Estimates & Contracts
  • Time Tracking & Timesheets
  • Resource Planning
  • Daily Logs
  • Files & Floor Plans

hr

  • Introduction
  • People & Team
  • Onboarding
  • Daily Hub & Shifts
  • Time Off & Leave
  • Broadcasts & Certificates
  • Payroll Overview
  • Payroll Tax & Compliance
  • Year-End & Severance
  • Benefits
  • HR Settings
  • Permissions & Setup Wizard

field-service

  • Introduction
  • Service Agreements
  • Service Requests & Dispatch
  • Request Templates
  • Workforce & Scheduling

tax

  • Sales Tax Setup
  1. Home
  2. User Guide
  3. Operation Definitions

Operation Definitions

Operation Definitions are reusable operation templates in ianaiERP. Instead of re-entering the same step — with its work center, timing, and resources — on every routing that uses it, you define it once here and pull it onto any routing with a click.

Overview

  • Standardization: Operation Definitions store a standard code, description, default work center, and default resource requirements for a recurring production step (e.g., CNC Machining, Custom Assembly).
  • Faster Routing Creation: Once defined, an operation can be dropped onto any routing via Fill from definition instead of being built from scratch each time.
  • Consistency at Scale: Fill from definition copies the definition's values onto a routing once — the definition is not referenced again afterward, so changing it later never alters a routing that already pulled from it.

Where to Access

  • Users (admin / common) can access it via Manufacturing → Routing → Operation Definitions tab
  • Click Add New to create a new operation definition

Key Attributes

Operation

FieldDescription
CodeUnique identifier for the operation (e.g., "CNCMACH").
Operation TypeClassifies the operation (e.g., Manufacturing).
Active (toggle)Controls whether this definition is available for selection on routings.
DescriptionThe full name of the operation as shown to operators (e.g., "CNC Machining").
Default Work CenterThe work center applied to a routing operation when this definition is selected.
Effective From / ToThe validity window during which this definition can be used.

Standards

Applied to a routing operation the moment you click Fill from definition — a one-time copy, not an ongoing link. Editing the definition afterward has no effect on routings that already used it.

FieldDescription
Setup TimeDefault one-time preparation time for this operation, in minutes.
Runtime / UnitDefault processing time per individual unit, in minutes.
Overlap QuantityUnits to send ahead to the next operation before this one fully completes.
Completion BehaviorManual requires an explicit sign-off to close the step; the alternative closes it automatically once a later operation is recorded — useful for unattended steps.
Reporting BasisDefines what one Start/Complete action counts as — the whole order (Batch) or a single piece (Unit).
Default Work InstructionThe document (SOP, traveler, etc.) linked to this operation by default.
Recordable (checkbox)Whether time/quantity reporting is expected at this step.
Count point (checkbox)When enabled, completed quantity is reported and backflushed material is consumed at this operation.

Simultaneous Resource Requirements

An operation definition isn't limited to a single resource — labor and machines can both be attached and are copied to every routing operation that uses this definition, scheduled together automatically.

FieldDescription
RoleThe resource category (e.g., Labor, Primary Machine).
Target TypeWhether the requirement targets a Pool or a specific Resource.
TargetThe specific labor pool, machine, or resource required.
UnitsHow many of that resource the step needs.
Setup min / Run min per unitTime contributed by this specific resource, in minutes.
BasisHow usage is calculated (e.g., per Item).
PostingWhether usage posts automatically or requires manual entry.

List View Columns

The Operation Definitions list surfaces the key fields at a glance:

ColumnDescription
CodeThe operation's unique identifier.
DescriptionThe operation's full name.
TypeThe operation type (e.g., Manufacturing).
Default Work CenterThe work center this operation defaults to.
SetupDefault setup time.
Run / UnitDefault run time per unit.
ResourcesCount of simultaneous resource requirements attached.
Effective From / ToThe definition's validity window.

Key Functions

TaskPathSteps
Create an operation definitionManufacturing → Routing → Operation Definitions → Add NewEnter Code, Description, and Operation Type → set Default Work Center → Save
Set default standardsOn the definition, under StandardsFill in Setup Time, Runtime/Unit, Completion Behavior, and Reporting Basis as defaults for any routing that uses this definition
Attach default resourcesOn the definition, click ResourcesAdd one or more Role/Target pairs (labor and/or machines) to be copied onto every routing operation using this definition
Use it on a routingOn a routing's operation lineClick Fill from definition to pull in the Code, Description, Work Center, Standards, and Resources in one step
Retire a definitionOn the definitionToggle Active off, or set an Effective To date, to stop it from being selectable on new routings

Related Features

  • Routing
  • Work Orders
  • Work Centers

For more detailed information on advanced routing techniques and optimization, please refer to the specific sections in this documentation.

PreviousRoutingNext Work Orders

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