When you run a shop floor solution, you need a way to share master data with the people in production. That means being able to attach information yourself, or pull it automatically from sales orders, item cards, and anywhere else the relevant details live. The goal is simple: the people working on the floor should see exactly what they need to know about each production order.
This article walks through how that works in practice, including how to push updated information from a sales order to an existing production order so the shop floor always sees the current instructions.
Viewing production order information on the shop floor
Imagine the production order overview as the screen you use out on the floor. Pick a production order, for example number 162, and you have a function to view all the information tied to that order. That could be an instruction like “paint the rim red with yellow and green dots and stripes.” Whatever the production team needs to act on is right there.
You can also add information yourself. If you need to remember something during production, you simply type it in as a note. That field works as a placeholder for any details you want to capture directly from the production side.
Where the master data comes from
The information shown on a production order can come from several places:
- The item card, including attached files such as pictures or instruction manuals.
- The sales order, which carries the specific requirements for that particular order.
- Manual entries added directly by the people working in production.
On the production order, this information is structured across the header, the lines, and the components. From the shop floor you see it directly, without having to dig through the order structure.
Updating master data when a sales order changes
Say a customer calls and asks to change the color before production has started. The salesperson takes the change, opens the sales order, finds the sales order line, and updates the master data information there. For example, you agree to change the color to blue instead of red, while keeping the yellow and green details. You can print the updated information on the order confirmation for the customer.
But changing it on the sales order is not enough. The production order is not automatically updated, and you cannot change it from the sales order window because the color instruction belongs to the production order.
From that window you can navigate into the firm planned production order. There you have a function to update the master data from the sales order. Once you run it, the production order master data is updated to blue. The next time the people working on the shop floor open that order, they see the new color along with the rest of the information.
Why this matters in production
The point is to keep one consistent set of instructions. Information flows from the sales order and item card into the production order, you can add to it manually, and you can push changes through when requirements shift. The people in production always see the current version, structured on the order and available right where they work.
Q&A
Where can master data on a production order come from?
It can come from the item card, including attached files like pictures or instruction manuals, from the sales order with order-specific requirements, or it can be entered manually directly from the production side.
If I change the color on a sales order, does the production order update automatically?
No. The production order is not updated automatically, and you cannot change it from the sales order window because the instruction belongs to the production order. You navigate into the firm planned production order and use the function to update master data from the sales order.
Can people in production add their own notes?
Yes. There is a field that works as a placeholder where you can type in information you want to remember, directly from the production side.
Where is the master data structured on the production order?
It is structured on the header, the lines, and the components, and it is available to view directly from the production floor.