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The sales order makes the customer’s need visible. The manufacturing request indicates what remains to be manufactured. The MO turns that need into executable operations. This guide connects sales, planning, and manufacturing in a short example.

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Before you start

You need:
  • a finished item configured as manufacturable;
  • an active recipe for the product;
  • an employee and a resource ready to execute the operation;
  • a test customer or a real customer;
  • permission to create orders, requests, and manufacturing orders.

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Create demand from the order

1

Create the order

Go to Planning > Sales orders and complete the general details: customer, customer order number, date, delivery instructions, and notes, where applicable.
2

Add the line

Select the requested item, enter the quantity, and set the delivery date.
3

Confirm the line

Confirm the line when you want it to generate demand. While it is a draft, it does not affect planning.
4

Review availability

Check available stock, planned supply, and the quantity still to be covered.
Creating the order and confirming demand are separate actions. Demand is created when you confirm the order line.

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Turn demand into an MO

1

Review the need

Open planning or the operational view you use to review manufacturing needs. Find the item, quantity, and date from the order.
2

Create the manufacturing request

Turn the recommendation into a request. For a first test, you can also create a manual request with the same quantity and date as the order.
3

Open the request

Check the item, quantity, required date, and quantity pending assignment.
4

Create the MO

Generate a manufacturing order from the request. Select the active recipe and confirm the quantity you will manufacture.
5

Review the order

Check that the MO has operations, inputs, an output, a date, and a compatible resource if the process requires one.

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What should happen

You can split a request into several MOs if you manufacture in lots or multiple batches. For the first walkthrough, create a single MO with the order quantity.

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If you cannot create the MO

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Detailed guides

Create an order

Record the customer’s commitment and confirm lines.

Know what to manufacture

Turn reviewed needs into manufacturing requests.

Create an MO without a sales order

Generate executable work from a request.

Manufacturing requests

Understand the difference between a need and its execution.

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Next step

Once the MO exists and has executable operations, record the first execution on the shop floor.

Execute your first MO

Start the operation, record progress, consume materials, and finish production.