Creating production documents

You can create a production document from scratch or generate it from a sales order or production order.

If you manufacture a product, you can specify materials manually or import them from a bill of materials (BOM). To save time on data input, register a BOM and import its data to a production document.

To create a production document:

  1. Do one of the following:
    • To create a production document from scratch, go to Production > Production > Production and click Create.
    • To generate a production document based on a sales order or production order, open the source document, and click Generate > Production.
  2. Specify general details.
  3. Specify finished products.
  4. Specify components.
  5. Specify by-products.
  6. Specify additional information.
  7. Click Post and close.

Specifying general details

If you generate a production document from a source document (such as a production order), its general details are automatically prefilled. You can edit them.

To specify general details, fill in the following fields:

Field

Description

Manufacturer

A business unit that issues finished products or disassembly results.

A list of business units is based on the Business units catalog.

Production order

A production order that triggers production.

It is automatically prefilled when you generate a production document from a production order. This also fills in the following tabs:

You can specify a production order manually and then click import_data.png to import its details.

When you specify a production order, you link it to the production document. This helps you monitor the production order fulfillment status. To learn more, see Monitoring production order statuses.

Reservation under

A sales order containing products that required manufacturing. These are the products with replenishment method = Production order.

The Reservation under field is available if Transfer to is a business unit of the Warehouse type. To learn more, see Registering inventory transfer to warehouse.

Specify a sales order if you need to reserve the produced products for the sales order.

A sales order is automatically specified when you generate a production document from one of the following:

  • Sales order
  • Production order based on a sales order

In the generated production document the following data is prefilled:

You can specify a sales order manually and then click import_data.png to import its details.

Note. You cannot specify a sales order manually after you have specified a production order in the Production order field. This insures accurate traceability from a sales order to a production order, and then to a production document.

Number

A production document ID.

The ID is automatically generated when you post a production document.
You can edit it.

You can find production documents by ID in the Production list.

dated

A production document creation date.

It is automatically filled in when you post a production document. You can edit it.

Operation

The production process type. You have the following options:

  • If you plan to manufacture finished products, select Assembly.
  • If you plan to disassemble finished products, select Disassembly.

Company

A company responsible for processing a production document.

A list of companies is based on the Companies catalog.

You can select another company if Use multi-business accounting option is turned on in Settings > Company > Multiple businesses > Multiple businesses accounting.

Specifying finished products

When you register a production document, you specify the products that you manufacture or disassemble.

In 1C:Drive, you have the following options:

  • Fill in products automatically
  • Add products manually
  • Add products with the product selection tool

Filling in products automatically

To fill in products automatically, do one of the following:

  • Generate a production document from a sales order or production order.
  • In a production document, specify a production order or sales order and click import_data.png.

Products appear on the Finished products and Components tabs of the production document. You can edit them. To learn more, see Managing products.

Note. Only products that require manufacturing are filled in.

In a sales order, these products meet the following condition:

In a production order, these products meet the following condition:

  • The bill of materials is specified on the Components.

Adding products manually

To add products manually:

  1. In a production document, select the Finished products tab.
  2. Click Add.
  3. Specify the product details.

Adding products with product selection tool

You can use the product selection tool to select products from the Products list.

To select products from the Products list:

  1. In a production document, select the Finished products tab.
  2. Click Select.
  3. Select products. To learn more, see Products selection in business documents.

Managing products

You can manage a product list in a production document as follows:

  • To add a product, click Add and specify the product details.
  • To delete a product, right-click it and select Delete.
  • To specify product details, enter or select the following:

    Field

    Description

    Product

    A product name or short description.

    The list of values is based on the Products catalog and includes products of the Inventory type.

    Variant

    A product characteristic such as color or size.

    You can specify a variant if Accounting by variants applies to the product.

    The variant list is based on the Product variants catalog.

    Batch

    A product batch code.

    You can specify a batch code if the following conditions are met:

    • The Inventory accounting by batches check box is selected in Settings > Purchases / Warehouse > Inventory (products).
    • Accounting by batches applies to a product.

    Serial numbers

    A product serial number.

    You can specify a serial number if the following conditions are met:

    • The Use product serial numbers check box is selected in Settings > Purchases / Warehouse > Warehouse accounting.
    • Accounting by serial numbers applies to a product.

    Quantity

    The number of product items.

    Unit

    A unit of measure that automatically comes from a product card. If a product comes in various units, you can select another unit manually.

    Bill of materials

    A list of materials required to manufacture a product.

    You can quickly fill in the Components tab based on this list of materials. To learn more, see Specifying components.

    GL accounts

    The accounts for posting inventory receipt and/or consumption.

Specifying components

When you register a production document, you specify components including one of the following:

  • Materials or semi-finished products consumed for manufacturing a product.
  • Materials or semi-finished products received after disassembling a product.

In 1C:Drive, you have the following options:

  • Fill in components automatically
  • Import components from a bill of materials
  • Add components manually
  • Add components with the product selection tool

Filling in components automatically

To fill in components automatically, do one of the following:

  • Generate a production document from a production order.
  • In a production document, specify a production order and click import_data.png.

Materials and semi-finished products appear on the Components tab of the production order. You can edit them. To learn more, see Managing products.

Importing components from bill of materials

You can import components from a bill of materials specified for finished products.

To import components from a bill of materials:

  1. In a production document, select the Components tab.
  2. Click Fill in with BOM.

Adding components manually

To add components manually:

  1. In a production document, select the Components tab.
  2. Click Add.
  3. Specify the component details. In addition to the fields described in Managing products, a component has the following field:
    • Cost share. The component cost share in the disassembled product cost. It is required for calculating the cost of the components produced during disassembly.

Adding components with product selection tool

You can use the product selection tool to select components from the Products catalog.

To select components from the Products list:

  1. In a production document, select the Components tab.
  2. Click Select.
  3. Select products. To learn more, see Products selection in business documents.

Specifying by-products

By-products are additional outputs of production operations. For example, metal shavings are by-products of the bushing production.

To manage the by-products, specify them in a production document.

To specify by-products:

  1. In a production document, select the By-products tab.
  2. Click Add.
  3. Specify the by-product details including product name, variant, batch, quantity, Unit, and GL accounts. To learn more about the details, see Managing products.

Specifying additional information

When you register a production document, you can specify additional information. To do so:

  1. In a production document, select the Additional information tab.
  2. Enter or select the following:
    Field Description
    Responsible person A person responsible for production document processing.
    Note Additional details about a production document.

You can also add custom information if the Additional attributes and information check box is selected in Settings > Application settings > General settings > Additional attributes and information.

To add custom information, select More actions > Change set of additional attributes, select Create, and add attributes according to your needs. They appear on the Additional information tab and you can set them.