Easy Daily Production Plan Creation
Objective
Enable planners to quickly convert sales orders into production plans, allocate quantities across dates, and track planned, produced, and remaining quantities in one place.
Step-by-Step Process
1. Navigate to Daily Production Plan
Go to Planning & Scheduling → Daily Production Plan.
2. Start Creating a Plan
Click Add Plan and choose:
Plan by Date – manually plan items for specific dates.
Plan by Order – fetch items directly from Sales Orders and plan in bulk.
3. Select Sales Orders
In Bulk Plan – Select Sales Orders:
Select the delivery date range.
Click Fetch SOs.
Select required Sales Orders.
Click Next.
The system loads all order items with required quantities.
4. Enter Bulk Production Plan
In Enter Bulk Production Plan:
For each item:
Select the Process
Choose the Production Date
Enter the Quantity
Helpful options:
Autofill quantity for faster planning
Bulk date selection
5. Hidden Items Handling
When an item is fully planned against the order quantity, it automatically moves to Hidden Items to keep the screen clean.
Users can:
Click Show Hidden Items to view them again
Continue planning only the remaining items
6. Save the Plan
Click Save to finalize the production plan.
The planning board updates to show:
Total Planned Quantity
Produced Quantity
Shortfall
6. Use Filters for Better Planning
Use Filter By options to customize the view:
Section View – group items by process/section
Order View – view planning by sales order
Show Unplanned Days – highlight days where no production is planned
Day View / Week View – change the planning timeline
These filters help planners quickly identify gaps and adjust production schedules.
Conclusion
Daily Production Planning allows planners to easily convert sales orders into production schedules, monitor planned vs produced quantities, and focus only on remaining items. Hidden items and flexible filters ensure the planning view remains clean and efficient
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