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Overview

What it does

  • Allows you to edit key fields in a submitted Production Plan (e.g., quantities to produce, start and end dates, linked BOMs, priority)
  • Automatically recalculates Material Requests, Work Orders, and resource allocations based on updated details
  • Maintains an audit trail of changes so you can track who modified the plan and when

Why it matters

  • Keeps your production schedule responsive to changing demand, inventory, or capacity constraints
  • Prevents stockouts or overproduction by updating quantities and dates before execution
  • Ensures that downstream documents (Material Requests, Work Orders) reflect the most current plan

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Steps to Update Production Plan Details

1

Locate the Production Plan

  1. Navigate to Manufacturing > Production Plan > Production Plan List.
  2. Use the Search Bar or Filter > Add Filter to find your plan. Common filter criteria include:
    • Production Plan No. (if you know the exact identifier)
    • Status = “Submitted” (to focus on active plans)
    • Planned Start Date / End Date (to narrow to a specific scheduling window)
    • Production Item (finished‐goods item tied to the plan)
  3. Click the desired Production Plan No. to open its details.
2

Enter Edit Mode

You can only edit a Production Plan if its status is “Submitted” and no downstream Work Orders have already been Completed or In Process. If a plan is locked, you must cancel linked Work Orders first.
  1. With the Production Plan open, click Actions > Edit at the top-right of the form.
  2. The form switches to Edit Mode, enabling fields for modification.
3

Modify Key Fields

In Edit Mode, you can adjust any of the following fields. After making changes, be sure to Save and Submit to reapply downstream impacts.
  1. Planned Quantities
    • In the Plan Items table, locate the row(s) for each finished‐good item.
    • Update the Planned Qty column to reflect the new production quantity (e.g., increase from 500 to 750 units).
    • CGIC will proportionally adjust any pending Material Requests or Work Orders that have not yet been processed.
  2. Production Schedule Dates
    • Edit Planned Start Date and/or Planned End Date fields for the plan as a whole, if the schedule has shifted.
    • Optionally, update Expected Delivery Date if there is a committed customer deadline.
    • Adjusting these dates ensures that resource allocation and Material Request scheduling align correctly.
  3. Linked BOM
    • If a different BOM version must be used (e.g., a revised recipe takes effect), click the BOM lookup and select the desired version.
    • Verify that components and operation sequences will update accordingly within updated Work Orders.
  4. Priority or Status
    • Change the Priority field (e.g., Low, Medium, High) if urgency has changed.
    • If the plan needs to be postponed, you can set Status = “On Hold”; or if you decide to cancel entirely, set Status = “Cancelled” (note: after cancelling, you cannot revert to Submitted).
  5. Remarks / Notes
    • Use the Remarks or Comments section to explain why changes were made (e.g., “Increased Qty due to urgent order” or “Delayed start after raw material backorder”).
    • This audit note helps other team members understand context.
4

Save and Re-Submit the Plan

  1. After making your edits, click Save at the top-right.
    • CGIC validates any dependencies (e.g., ensures updated BOM is valid, dates are in logical order).
    • If there are validation errors (e.g., overlapping schedule or insufficient capacity), CGIC displays an error message—resolve this first.
  2. Once the plan passes validation, click Submit.
    • CGIC updates linked Material Requests to match the new Planned Qty and schedule.
    • Pending Work Orders automatically adjust their production quantities, dates, and linked BOM if changed.
    • An audit entry is logged under Menu > View History—recording what was changed, by whom, and when.
5

Verify Downstream Adjustments

  1. Material Requests
    • Go to Stock > Material Request > Material Request List.
    • Filter by Production Plan to see all MRs tied to this plan.
    • Confirm that Required Qty and Schedule Dates match your updated plan details.
    • If any MR remains mismatched (e.g., due to cancellation or manual override), edit or cancel it as needed.
  2. Work Orders
    • Navigate to Manufacturing > Work Order > Work Order List.
    • Filter by Production Plan or Plan No. to list all WOs generated from this plan.
    • Check each WO’s Quantity, Start Date, End Date, and BOM to verify updates were applied.
    • If any Work Order requires manual intervention (e.g., already in progress), use Actions > Cancelor Edit to align it with the revised plan.
  3. Capacity & Resource Allocation
    • If you use capacity planning or scheduler tools, run Manufacturing > Reports > Capacity Utilization to see how the updated plan affects machine and labor loads.
    • Adjust resource assignments (e.g., shift schedules) if the new quantities or dates create bottlenecks.
By following these steps to update Production Plan details—editing quantities, dates, BOMs, or priorities—you keep your manufacturing schedule flexible, accurate, and aligned with real-world demand and constraints. The CGIC App’s automated downstream updates ensure Material Requests and Work Orders stay in sync, minimizing manual rework and preventing production disruptions.