{"id":27980,"date":"2025-02-11T13:55:25","date_gmt":"2025-02-11T13:55:25","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=27980"},"modified":"2025-03-12T09:08:33","modified_gmt":"2025-03-12T09:08:33","slug":"production-plans-guide","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/production-plans-guide\/","title":{"rendered":"Production Plans Guide"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1737547800650{margin-left: 200px !important;}&#8221;]Production plans help you link the invoice\/sales order to the bill of materials created to manufacture the same product as the one on the invoice. As a result, the production plan automatically generates one or more manufacturing orders based on the bill of materials included in the production plan, making it easy to convert invoices\/sales orders into manufacturing orders.[\/vc_column_text][vc_custom_heading text=&#8221;How to create a new production plan?&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1737547904366{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1741768476106{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"4b84c9f4-a972-447d-b196-d653e47ddf0c\" data-message-model-slug=\"gpt-4o-mini\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Click on<strong> &#8220;Production Plans&#8221;<\/strong> under <strong>&#8220;Manufacturing&#8221;<\/strong> in the main menu, then click on the<strong> &#8220;Add Production Plan&#8221;<\/strong> button.<\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p style=\"text-align: left;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-31208\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8.png\" alt=\"\" width=\"1917\" height=\"733\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8.png 1917w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8-300x115.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8-1024x392.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8-768x294.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8-1536x587.png 1536w\" sizes=\"auto, (max-width: 1917px) 100vw, 1917px\" \/><\/strong><\/p>\n<p style=\"text-align: left;\"><strong>Enter the production plan information:<\/strong><\/p>\n<ul>\n<li><strong>Name:<\/strong>\u00a0Enter a name for the production plan.<\/li>\n<li><strong>Code:<\/strong>\u00a0This is a unique automatic number assigned to each production plan, generated by the system.<\/li>\n<li><strong>Date From:<\/strong>\u00a0Enter the start date of the production plan.<\/li>\n<li><strong>Date To:<\/strong>\u00a0Enter the end date of the production plan.<\/li>\n<li><strong>Client:<\/strong>\u00a0Select the client associated with this production plan.<\/li>\n<li><strong>Employees:<\/strong>\u00a0Choose the employees responsible for the production plan.<\/li>\n<li><strong>Description:<\/strong>\u00a0Enter a description for the production plan.<\/li>\n<li><strong>Source Type:<\/strong>\u00a0Choose the source of the production plan (the document it originated from) from the dropdown list, which could be either an invoice or a sales order.<\/li>\n<li><strong>Source ID:<\/strong>\u00a0Select the invoice or sales order designated as the source for the production plan.<\/li>\n<\/ul>\n<p style=\"text-align: left;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31706 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/49839034.png\" alt=\"\" width=\"1536\" height=\"481\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/49839034.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/49839034-300x94.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/49839034-1024x321.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/49839034-768x241.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/strong><\/p>\n<p style=\"text-align: left;\"><strong>Enter the products information:<\/strong><\/p>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<ul>\n<li>The product-related fields are usually filled in automatically based on the invoice data; the product and its quantity will appear directly, based on what you entered in the invoice that you selected as the source for this production plan.<\/li>\n<li>The bill of materials associated with the product will automatically appear if it is a <strong>&#8220;default&#8221;<\/strong> bill of materials. If it is not a default, you can search to select one of the bills of materials assigned to the product selected in the invoice.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31708 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/23323.png\" alt=\"\" width=\"1536\" height=\"686\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/23323.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/23323-300x134.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/23323-1024x457.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/23323-768x343.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<ul>\n<li>The product listed in the invoice\/sales order will be strictly followed in the production plan if the setting <strong>&#8220;Add items to the production plan that aren&#8217;t in the sales order\/invoice&#8221;<\/strong> is not activated. For more information about this setting, refer to the <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/manufacturing-orders-general-settings\/\">Manufacturing\u00a0Orders General Settings Guide<\/a>.<\/li>\n<li>If the setting <strong>&#8220;Add items to the production plan that aren&#8217;t in the sales order\/invoice&#8221;<\/strong> is activated, you can add other products to the production plan even if they are not listed in the invoice\/sales order. For more information about this setting, refer to the <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/manufacturing-orders-general-settings\/\">Manufacturing\u00a0Orders General Settings Guide<\/a>.\n<ul>\n<li>To add new products, click the <strong>&#8220;+ Add&#8221;<\/strong> button and add the desired products along with the associated bill of materials for each product.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31710 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/324334.png\" alt=\"\" width=\"1536\" height=\"700\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/324334.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/324334-300x137.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/324334-1024x467.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/324334-768x350.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>[\/vc_message][vc_custom_heading text=&#8221;Save Production Plans&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1737550068723{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1741770204178{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\">After entering the production plan information, click the <strong>&#8220;Save&#8221;<\/strong> button to save it permanently. As a result, manufacturing orders will be automatically generated from the production plan after saving.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31712 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/343433.png\" alt=\"\" width=\"1536\" height=\"588\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/343433.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/343433-300x115.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/343433-1024x392.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/343433-768x294.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p>Or click <strong>&#8220;Save as Draft&#8221;<\/strong> if you wish to delay the issuance of manufacturing orders.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31714 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/6789890.png\" alt=\"\" width=\"1536\" height=\"726\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/6789890.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/6789890-300x142.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/6789890-1024x484.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/6789890-768x363.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p>When you want to convert the production plan from <strong>&#8220;Draft&#8221;<\/strong> to <strong>&#8220;Issued&#8221;<\/strong> to generate manufacturing orders, open the desired production plan file and click the <strong>&#8220;Issue&#8221;<\/strong> button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31716 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/56678789897.png\" alt=\"\" width=\"1536\" height=\"709\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/56678789897.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/56678789897-300x138.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/56678789897-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/56678789897-768x355.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31718 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/87348349034.png\" alt=\"\" width=\"1536\" height=\"670\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/87348349034.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/87348349034-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/87348349034-1024x447.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/87348349034-768x335.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]Once the production plan is converted from <strong>&#8220;Draft&#8221;<\/strong> to <strong>&#8220;Issued,&#8221;<\/strong> you will not be able to revert it back to a draft.[\/vc_message][vc_custom_heading text=&#8221;Actions on the Production Plan&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1737552437903{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1741770490415{margin-left: 200px !important;}&#8221;]<strong>After saving the production plan, you can perform several actions such as:<\/strong><\/p>\n<ul>\n<li>Edit.<\/li>\n<li>Clone.<\/li>\n<li>Delete.<\/li>\n<li>Setting a follow status for the production plan.<\/li>\n<li>Adding a note &amp; attachment.<\/li>\n<li>Adding a manufacturing order to the production plan.\n<ul>\n<li>To add a new product to the manufacturing order that is not included in the invoice linked to the production plan, or to increase the quantity of a product included in the invoice beyond the amount stated in it, you must enable the setting <strong>&#8220;Add items to the production plan that aren&#8217;t in the sales order\/invoice&#8221;<\/strong> and the setting <strong>&#8220;A production plan can have more quantities than a sales order\/invoice&#8221;<\/strong> from the <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/manufacturing-orders-general-settings\/\">manufacturing settings<\/a>. If these settings are not enabled, the following error message will appear: <strong>&#8220;You cannot select a product that is not included in the invoice \/ You cannot exceed the product quantity in the invoice.&#8221;<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31720 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/897878980-.png\" alt=\"\" width=\"1536\" height=\"729\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/897878980-.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/897878980--300x142.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/897878980--1024x486.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/897878980--768x365.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/strong><\/p>\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"c4060baf-789f-46c6-b68e-d8de09fb19a4\" data-message-model-slug=\"gpt-4o-mini\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>You can also view:<\/p>\n<ul>\n<li>Details of the production plan.<\/li>\n<li>Manufacturing orders generated from the plan.<\/li>\n<li>The production plan activity log to see the actions performed on the plan, who performed them, and when they occurred.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-31722 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/89389903.png\" alt=\"\" width=\"1536\" height=\"727\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/89389903.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/89389903-300x142.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/89389903-1024x485.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/89389903-768x364.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]For more information on creating and adjusting manual status for production plans, refer to <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/%d8%a7%d9%84%d8%ad%d8%a7%d9%84%d8%a7%d8%aa-%d8%a7%d9%84%d8%aa%d9%84%d9%82%d8%a7%d8%a6%d9%8a%d8%a9-%d9%88%d8%a7%d9%84%d9%8a%d8%af%d9%88%d9%8a%d8%a9-%d9%84%d8%a3%d9%88%d8%a7%d9%85%d8%b1-%d8%a7%d9%84\/\">this guide<\/a>.[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]For more information on how to add a note &amp; attachment to the production plan, refer to <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-note-attachment-to-the-production-plan\/\">this guide<\/a>.[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"5c062882-0603-4755-8420-3e6d01f63ec0\" data-message-model-slug=\"gpt-4o-mini\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>For more information on how to add production plan custom fields, refer to <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/%d8%a7%d9%84%d8%ad%d9%82%d9%88%d9%84-%d8%a7%d9%84%d8%a5%d8%b6%d8%a7%d9%81%d9%8a%d8%a9-%d9%84%d8%ae%d8%b7%d8%b7-%d8%a7%d9%84%d8%a5%d9%86%d8%aa%d8%a7%d8%ac\/\">this guide<\/a>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[7757,2177,7262],"tags":[8070,8069],"class_list":["post-27980","user_manual","type-user_manual","status-publish","hentry","category-production-plans","category-inventory","category-manufacturing","tag-adding-a-production-plans","tag-production-plans"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Production Plans Guide - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/production-plans-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Production Plans Guide - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1737547800650{margin-left: 200px !important;}&#8221;]Production plans help you link the invoice\/sales order to the bill of materials created to manufacture the same product as the one on the invoice. 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