{"id":28031,"date":"2025-02-12T07:49:03","date_gmt":"2025-02-12T07:49:03","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=28031"},"modified":"2025-03-12T09:38:00","modified_gmt":"2025-03-12T09:38:00","slug":"convert-the-invoice-sales-order-to-a-production-plan","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/convert-the-invoice-sales-order-to-a-production-plan\/","title":{"rendered":"Convert the invoice\/sales order to a production plan"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1739347142856{margin-left: 200px !important;}”]<\/p>\n

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Instead of the traditional method that requires selecting the source (invoice or sales order) within the production plan screen, you can directly convert an invoice or sales order into a production plan with a single click from its screen. This simplifies the linkage between the “source,” “production plan,” “bill of materials,” <\/strong>and “manufacturing order.”<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

We will discuss all the details in this guide.[\/vc_column_text][vc_custom_heading text=”Convert the invoice to a production plan” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1737554594864{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1741771763606{margin-left: 200px !important;}”]Click on “Manage Invoices”<\/strong> under “Sales”<\/strong> in the main menu, then click on the invoice you want to convert into a production plan.<\/p>\n

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Click on the “Convert to Production Plan”<\/strong> button.<\/p>\n

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You will find that all the production plan information has been automatically chosen. You only need to enter the production plan name, select the date, and choose the bill of materials associated with the product specified in the invoice, in case the production plan for this product is not the default.<\/p>\n

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After saving the production plan, you will find that manufacturing orders associated with it have been automatically generated.<\/p>\n

\"\"[\/vc_column_text][vc_message message_box_style=”3d” icon_fontawesome=”fas fa-book”]For more information about the production plan details and the available actions, refer to this guide<\/a>.[\/vc_message][vc_custom_heading text=”Convert the sales order to a production plan” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1737554626315{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1741772245926{margin-left: 200px !important;}”]<\/p>\n

Click on “Manage Sales Orders”<\/strong> under “Sales”<\/strong> in the main menu, then click on the sales order you want to convert into a production plan.<\/p>\n

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Click on the “Convert to Production Plan”<\/strong> button.<\/p>\n

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You will find that all the production plan information has been automatically chosen. You only need to enter the production plan name, select the date, and choose the bill of materials associated with the product specified in the sales order, in case the production plan for this product is not the default.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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After saving the production plan, you will find that the manufacturing orders associated with it have been automatically generated<\/p>\n

\"\"[\/vc_column_text][vc_message message_box_style=”3d” icon_fontawesome=”fas fa-book”]<\/p>\n

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For more information about the production plan details and the available actions, refer to this guide<\/a>.<\/p>\n<\/div>\n

[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[7757,2177,7262],"tags":[7795,7796],"class_list":["post-28031","user_manual","type-user_manual","status-publish","hentry","category-production-plans","category-inventory","category-manufacturing","tag-convert-invoice-to-a-production-plan","tag-convert-sales-order-to-a-production-plan"],"yoast_head":"\nConvert the invoice\/sales order to a production plan - 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\/convert-the-invoice-sales-order-to-a-production-plan\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Convert the invoice\/sales order to a production plan - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=”.vc_custom_1739347142856{margin-left: 200px !important;}”] Instead of the traditional method that requires selecting the source (invoice or sales order) within the production plan screen, you can directly convert an invoice or sales order into a production plan with a single click from its screen. 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