Field reference
Production Plan
How to use Production Plan in Production Planning: access, working steps, fields, related records and troubleshooting.
Purpose and access
Build the production plan from demand and the approved product definition. Review material requirements, availability and work orders. Planning quantities do not replace submitted stock movements.
This page is a record page in Manufacturing → Production Planning. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Naming Series, Company, Posting Date, Assembly Items.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Production Plan from Manufacturing → Production Planning, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Naming Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Get Items Fromget_items_from | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Posting Dateposting_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Reserve Stockreserve_stock | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Item Codeitem_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Sales Order Statussales_order_status | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
From Datefrom_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
To Dateto_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
From Delivery Datefrom_delivery_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
To Delivery Dateto_delivery_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Consolidate Sales Order Itemscombine_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sales Orderssales_orders | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Production Plan Sales Order |
Material Requestsmaterial_requests | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Production Plan Material Request |
Assembly Itemspo_items | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Production Plan Item |
Sub Assembly Warehousesub_assembly_warehouse | Link Optional | When a parent warehouse is chosen, the system conducts Project Qty checks against the associated child warehouses Linked record: Warehouse |
Consider Projected Qty in Calculationskip_available_sub_assembly_item | Check Optional | If enabled, formula for Qty to Order : Required Qty (BOM) - Projected Qty . This helps avoid over-ordering. |
Consolidate Sub Assembly Itemscombine_sub_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
sub_assembly_itemssub_assembly_items | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Production Plan Sub Assembly Item |
Include Non Stock Itemsinclude_non_stock_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Include Subcontracted Itemsinclude_subcontracted_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Consider Minimum Order Qtyconsider_minimum_order_qty | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Include Safety Stock in Required Qty Calculationinclude_safety_stock | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Consider Projected Qty in Calculation (RM)ignore_existing_ordered_qty | Check Optional | If enabled, formula for Required Qty : Required Qty (BOM) - Projected Qty . This helps avoid over-ordering. |
For Warehousefor_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Raw Materialsmr_items | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Material Request Plan Item |
Total Planned Qtytotal_planned_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Produced Qtytotal_produced_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Production Plan |
Child tables
Sales Orders — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Sales Ordersales_order | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Order |
Sales Order Datesales_order_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Customercustomer | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Grand Totalgrand_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Statusstatus | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Material Requests — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Material Requestmaterial_request | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Material Request |
Material Request Datematerial_request_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Assembly Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Include Exploded Itemsinclude_exploded_items | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
BOM Nobom_no | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: BOM |
Planned Qtyplanned_qty | Float Required | Enter a numeric value using the required unit and precision. |
UOMstock_uom | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Finished Goods Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Planned Start Dateplanned_start_date | Datetime Required | Record the date and time in the configured system/user time zone. |
Pending Qtypending_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Ordered Qtyordered_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Descriptiondescription | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Produced Qtyproduced_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Sales Ordersales_order | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Order |
Material Requestmaterial_request | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Material Request |
Product Bundle Itemproduct_bundle_item | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
sub_assembly_items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Sub Assembly Item Codeproduction_item | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Target Warehousefg_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Finished Goodparent_item_code | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
BOM Nobom_no | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: BOM |
Level (BOM)bom_level | Int Optional · Read-only | Enter a whole-number value. |
Manufacturing Typetype_of_manufacturing | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Required Qtyrequired_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Projected Qtyprojected_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Qty to Orderqty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Suppliersupplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Purchase Orderpurchase_order | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Purchase Order |
Sales Ordersales_order | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Order |
Produced Qtywo_produced_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Stock Reserved Qtystock_reserved_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Ordered Qtyordered_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Received Qtyreceived_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Indentindent | Int Optional | Enter a whole-number value. |
Schedule Dateschedule_date | Datetime Optional | Record the date and time in the configured system/user time zone. |
UOMuom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Stock UOMstock_uom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Actual Qtyactual_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
descriptiondescription | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Raw Materials — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
From Warehousefrom_warehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
For Warehousewarehouse | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Typematerial_request_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Item Nameitem_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
UOMuom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Conversion Factorconversion_factor | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
From BOMfrom_bom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: BOM |
Main Item Codemain_item_code | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Reqd Qty (BOM)required_bom_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Projected Qtyprojected_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Required Qtyquantity | Float Required | Enter a numeric value using the required unit and precision. |
Stock Reserved Qtystock_reserved_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Required Byschedule_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Minimum Order Quantitymin_order_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Sales Ordersales_order | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Order |
Qty In Stockactual_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Requested Qtyrequested_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Reserved Qty for Productionreserved_qty_for_production | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Ordered Qtyordered_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Safety Stocksafety_stock | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.