Configure production prerequisites
This domain checks that you can prepare the resources, calendars, cost categories, and parameters that production depends on before a bill of materials or route can run.
Core rules
- Production control parameters set defaults: production order type, number sequences, journal names, scrap and yield behavior, and posting settings. Confirm them before creating orders.
- Resources have types: machine, tool, labor, vendor, and location. Each carries capacity, efficiency, calendar, and cost categories. Resource groups aggregate resources for scheduling and capacity load.
- Capabilities describe skills or characteristics a route can require; a route operation can demand a capability instead of a named resource, letting scheduling choose any qualified resource.
- Calendars define working times and holidays. A resource calendar overrides the company calendar; otherwise the resource inherits the company calendar.
- Cost categories classify route time and BOM consumption for costing. Cost groups roll cost categories into a costing sheet, which drives calculated production costs.
- Production journals include picking list, route card, job card, report as finished, and cost; journal names are assigned in production parameters.
Worked example
A paint booth runs two shifts, has 8 hours of capacity per shift, 90% efficiency, and an hourly cost category named Paint labor. Create a machine resource, attach a calendar with the two shifts, set capacity and efficiency, and add the cost category. Reasoning: scheduling uses the calendar and capacity; costing uses the cost category; a missing calendar causes infinite capacity assumptions.
Traps
- Creating a resource without a calendar; capacity planning falls back to the company calendar or fails.
- Assigning a cost category that is not linked to the route operation, so no cost is calculated.
- Setting the wrong default production order type in parameters; every new order inherits it.
- Using a vendor resource without subcontracting setup.