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To define the process in Bold, create a simple recipe that generates an executable MO without modeling the entire manufacturing process yet. A recipe describes the operations, materials, and instructions needed to manufacture a product. See Recipes and versions for its complete structure. Start with one main operation, the essential consumption, and a clear output of the finished item. You can add more operations, inspections, restrictions, conditions, tools, and variants once you have validated this first walkthrough.

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Before you start

You need:
  • a manufacturable family;
  • a finished item associated with that family;
  • the components you want to consume;
  • a process and a resource compatible with the operation;
  • permission to create and activate recipes.

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Define the process in Bold

1

Open recipes

Go to Production > Recipes and create a recipe for the chosen family.
2

Create an editable version

Use a new version to prepare the structure. Do not activate it until you have reviewed the operations, inputs, and outputs.
3

Add a main operation

Create an operation representing the main work, such as Assembly, Mixing, Cutting, or Packaging.
4

Associate the process

Select a process that can run on the resource you created. This lets the MO find compatible workstations.
5

Add inputs

Specify the components and the quantity consumed per unit manufactured. Use quantities that are easy to check in the first walkthrough.
6

Define the output

Check that the recipe produces the expected finished item. The MO uses this information to record production.
7

Activate the version

Activate the version when the structure is consistent. Only active versions are used to create new orders.

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What to include and what to leave out

If you add required inspections, make sure the team knows how to complete them in work mode. A required inspection can block an operation from starting or finishing.

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Quick check

Before creating the order, check that:
  • the recipe version is active;
  • the operation has a process;
  • at least one resource is compatible with that process;
  • the inputs use existing items;
  • the output matches the finished item you will sell.

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Detailed guide

Create a recipe

See the complete guide to recipes, versions, operations, inputs, steps, inspections, and restrictions.

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Next step

Once the recipe is active, create a sales order for the manufactured item and turn it into an MO.

Create an order and launch an MO

Record demand and generate executable production work.