Walkthrough: Create a Firm Planned Production Order and Change It

In this article, we take you through the steps to use the Contoso Coffee demo data to work with production orders.

Scenario

Eduardo, the production planner at Contoso Coffee, must create a new production order for 10 units of the item SP-SCM1009, Airpot that must be due on April 28. He backward schedules this and confirms that he can start the order on April 27.

Shortly after he finishes this task, he is asked to increase the order to 50 units. When he does this, the backward scheduling functionality pushes the order start date too early. So he forward schedules the order from April 23 in order to determine a more realistic finish date.

Steps

1. Create the initial production order for 10 units of the item SP-SCM1009, Airpot.

   1. Choose the icon, enter firm planned prod. orders, and then choose the related link.

   2. Choose the New action, and then fill in the fields as described in the following table.

      Field	Value
      Source Type	Item
      Source No.	SP-SCM1009
      Quantity	10
      Due Date	April 28

   3. Choose the Refresh Production Order action.

   4. On the Refresh Production Order page, accept all defaults, and then choose the OK button to start the process.

      In the current setup, this process uses backwards scheduling. In the new line on the production order, the starting date is April 26.

2. Change the production order's quantity to 50 units and schedule the order.

   1. On the Lines FastTab of the Production BOM, select the recently added line, and then, in the Quantity field, enter 50.

3. Choose the Refresh Production Order action.

   The start date has now been pushed back to April 20. This is not an acceptable date for Eduardo.

4. Trigger a forward scheduling of the production order.

   1. On the Schedule FastTab, set the Starting Date field to April 23.

   The starting for the order is now April 25, and the ending date is May 2. The due date for the order is set one day later, May 3. Eduardo now knows that it will take until May 3 to deliver the increased order.

[!NOTE] Scheduling an order by changing its starting or ending date does not require the Refresh Production Order batch job because all dates recalculate automatically.

The new production order is now set up, and Eduardo's requirements are met.

See also

Introduction to Contoso Coffee Demo Data