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What it does

  • Allows you to find specific Production Plans by plan number, production item, date range, status, or other attributes
  • Provides filtering and sorting options in the Production Plan List view for precise results
  • Lets you save custom views and filters for recurring searches
Prerequisites
  • At least one Production Plan exists under Manufacturing > Production Plan > Production Plan List.
  • You know at least one search criterion (e.g., plan number, production item, status, date).

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1.0 Open the Production Plan List

  1. From the main menu, navigate to Manufacturing > Production Plan > Production Plan List.
  2. The list view displays all submitted and draft Production Plans with columns such as:
    • Plan No.
    • Production Item
    • Planned Qty
    • Start Date / End Date
    • Status (Draft, Submitted, On Hold, Cancelled)
  1. Click the Search field at the top-right of the Production Plan List.
  2. Type any part of the Plan No. (e.g., “PP-2025-001”) or Production Item name (e.g., “Danaval Bread”).
  3. Press Enter.
  4. The list refreshes to show only matching records where your search text appears in Plan No. or Production Item.

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1.2 Apply Filters for Granular Results

  1. Click Filter > Add Filter (usually located above the column headers).
  2. Select a filter field from the dropdown. Common filters include:
    • Plan No. (exact or partial match)
    • Production Item (e.g., “Ovita Water Bottling”)
    • Status (Draft, Submitted, On Hold, Cancelled)
    • Start Date / End Date (e.g., plans starting in Q2 2025)
    • Priority (High, Medium, Low)
  3. Choose the operator (e.g., =, >=, <=, like) and enter the value.
  4. Click Apply. You can add multiple filters to narrow results further (e.g., Production Item = “Danaval Bread” AND Status = “Submitted”).
To find plans that start after a certain date, set:> - Field: Start Date> - Operator: >> - Value: 2025-04-01

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1.3 Sort and Customize Columns

  1. To sort, hover over a column header (e.g., Start Date or Plan No.) and click the up/down arrow that appears.
  2. To add or remove columns, click the three-dot menu (⋮) next to the column headers and choose Customize Columns.
  3. Check or uncheck fields like Priority, Planned Qty, or Comments to tailor the view.
  4. Click Apply to update the display.

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1.4 Save and Reuse Filtered Views

  1. After applying your desired filters and sorting, click Save Filter (usually at the bottom of the filter panel).
  2. Give the filter set a descriptive name (e.g., “Q2 2025 High Priority”).
  3. Click Save.
  4. In future sessions, open Production Plan List, click Filter > Saved, and select your saved filter to reapply quickly.

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1.5 Open the Production Plan Profile

  1. Once you locate the desired plan in the list, click the Plan No. link.
  2. The full Production Plan form opens in read-only mode (or edit mode if you have permissions).
  3. Review or modify details as needed—fields like Planned Qty, Start Date, End Date, BOM, and Priority.