ianaiERP
Implementation
Log InGet Started

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
  • AI Implementation
  • Case Studies
  • Blog
  • FAQ
  • User Guide
  • Contact

Contact

  • Address

    1440 N Lakeview Ave
    Anaheim, CA 92807

    Get Directions
  • Emailinfo@ianaierp.com

© 2026 ianaiERP. ianaiERP. All rights reserved.

Privacy PolicyTerms of ServiceLicense
Work Plan

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. Work Plan

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

  • Order Consolidation: Work Plans consolidate multiple sales orders into a single, coordinated production schedule.

  • Operational Organization: They allow production managers to organize and balance manufacturing activities efficiently across different departments and locations.

  • Centralized Tracking: Each Work Plan can generate and track multiple Work Orders tied back to their original sales orders.

  • 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)

  • Work Plan Number: A unique auto-generated or manual identifier for the plan.

  • Date/Time: The timestamp of when the plan was created.

  • Status: Overall plan state (Pending, Issued, In Progress, Completed).

  • Internal Notes: High-level planner notes visible to your production team.

  • Department: Owning production department.

  • Location: The primary plant or distribution center (DC) executing the majority of the work orders.

  • Project Code: An optional tag for project-based tracking and costing.

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

  1. Go to Manufacturing → Work Plan → Add New.

  2. Fill Date/Time, Department, Location, (optional) Project Code.

  3. Click + Add Sales Order, select one or more sales orders, and Add.

  4. For each line, confirm Item, Qty, Due Date, and Location.

  5. 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.

Status (lifecycle)

  • Pending – Draft state; editable; not yet released to production.

  • Issued – Released to the floor; components/routing set for execution.

  • In progress – One or more operations have started; time and consumption can be recorded.

  • Cancelled – No further work; stops execution and prevents additional postings.

  • Complete – All operations finished; materials consumed and finished goods updated.

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

  • Work Orders

  • Sales Orders

  • Bill of Materials (BOM)

  • Routing

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

PreviousWork OrdersNext BOM Rule

Still have questions?

Our support team is just a click away.

Create a support ticketGet in touch