Work Orders

Goal

Run production with clear state transitions and traceable inventory consumption/output.

Before You Start

• BOM exists for the output item.
• Required components are available.
• Production location is set.

Steps

1. Navigate to Manufacturing > Production.

2. Click New Work Order.

3. Select output item, location, BOM, and target quantity.

4. Save to create a DRAFT work order.

5. Move to PLANNED, then RELEASED when execution begins.

   

6. Produce goods physically.

7. Click Record Production to complete.

8. Enter actual output quantity and output batch/lot when required.

   

   In this modal, red QTY fields indicate a validation problem: requested component consumption is higher than available stock for the selected location/batch. Update location, batch, or quantity until each component row is valid before clicking Complete Production.

Expected Result in Formul

• Status transitions follow lifecycle (DRAFT, PLANNED, RELEASED, PARTIALLY_COMPLETED, COMPLETED, CANCELLED, CLOSED).
• On completion, component consumption and finished-good output are posted to inventory ledger.

Why Work Order Statuses Matter

• DRAFT lets you define intent before capacity or material commitment.
• PLANNED signals upcoming demand to operations without consuming stock.
• RELEASED marks active execution and should reflect real shop-floor start.
• PARTIALLY_COMPLETED captures partial output truth when full target is not yet achieved.
• COMPLETED finalizes consumption and output postings for costing and availability.
• CANCELLED/CLOSED stop further operational actions and prevent accidental postings.

Work Order Status to Ledger Impact

Status / action	Inventory impact
DRAFT	No ledger movement
PLANNED	No ledger movement
Move to RELEASED	Formul posts ALLOCATION entries for required BOM components
Record Production (partial or full)	Formul posts PRODUCTION_CONSUMPTION and PRODUCTION_OUTPUT entries
COMPLETED	Final production postings are complete and WO allocations are cleared as part of completion flow

If Something Looks Wrong

• If release fails, verify shortages and allocations.
• If completion fails, verify required output fields including batch/lot rules.
• If quantity fields appear red, you are in a validation-error state (for example, insufficient component stock for entered consumption). Correct quantities or source batches before submitting.
• If you see an Insufficient stock message in the modal header, at least one component row exceeds available stock and the submission is blocked.
• If inventory impact is unexpected, inspect associated ledger entries.

Next Step

Use produced inventory in Sales Orders.

Note

Weighted Average Cost (WAC) for produced output is derived from the cost of consumed components at completion time.