Expected result
When you finish, you should have:- a family for the product;
- a finished item associated with a family;
- the components you want to consume in the recipe;
- at least one operational employee;
- a process and a compatible production resource;
- a basic location if you will record consumption or production with stock.
Create the minimum foundation
1
Create the family
Go to Catalog > Families and create the family for the finished item. Use a stable code and a descriptive name.
2
Create the finished item
Go to Catalog > Items and create the manufacturable item. Select the family created above. Set the procurement source to Make.
3
Create the components
Add the items the recipe will consume. For the first walkthrough, use a few components and simple quantities.
4
Create an operational employee
Go to People > Employees and create the person who will record shop floor work. Link a user if that person needs to sign in.
5
Create a process and resource
Create a process, such as Assembly, Cutting, or Packaging. Then create a workstation, machine, line, or work center that can execute it.
6
Create a basic location
Add an initial location if you will consume components or record produced stock. You can separate receiving, production, and dispatch areas later.
Recommended decisions
Detailed guides
Group items into families
Create the family that groups items and variants.
Register an item
Create the item that you sell, manufacture, consume, or store.
Register an employee
Prepare the person who will record operational activity.
Prepare work centers and machines
Define processes, workstations, and compatibility to execute operations.
Next step
Once the family, items, employee, and resource exist, configure a minimum recipe for the chosen product.Define a manufacturing process
Define the structure needed to create an executable MO.