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 across multiple sales orders.
Overview
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Order Consolidation: Work Plans consolidate multiple sales orders into a single, coordinated production schedule.
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Operational Organization: They allow production managers to organize and balance manufacturing activities efficiently across different departments and locations.
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Centralized Tracking: Each Work Plan can generate and track multiple Work Orders tied back to their original sales orders.
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Streamlined Planning: This feature dramatically simplifies master scheduling for businesses handling numerous customer orders simultaneously.
Where to Access
Access this feature by going to the Manufacturing panel and selecting Work Plan.
Key Attributes
Work Plan list (columns)
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Work Plan Number: A unique auto-generated or manual identifier for the plan.
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Date/Time: The timestamp of when the plan was created.
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Status: Overall plan state (Pending, Issued, In Progress, Completed).
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Internal Notes: High-level planner notes visible to your production team.
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Department: Owning production department.
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Location: The primary plant or distribution center (DC) executing the majority of the work orders.
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Project Code: An optional tag for project-based tracking and costing.
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.