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Work Plans

Work Plans in Racko are a powerful tool for managing production at scale by enabling the bulk creation and tracking of multiple Work Orders. They provide a centralized approach to production planning, especially when manufacturing items for multiple sales orders.

Overview​

  • Work Plans consolidate multiple sales orders into a coordinated production schedule.
  • They allow production managers to organize manufacturing activities across departments and locations.
  • Each Work Plan can generate and track multiple Work Orders from different sales orders.
  • This feature streamlines production planning for businesses handling numerous orders simultaneously.

Creating a Work Plan​

There are two main ways to create a Work Plan:

Method 1: From Sales Order List​

  1. Navigate to Sales > Sales Orders in the main menu.
  2. Select multiple sales orders by checking the boxes next to them.
  3. Click the Create Work Plan button in the action menu.
  4. The system will automatically generate a Work Plan containing all selected sales orders.

Method 2: Creating a New Work Plan​

  1. Navigate to Manufacturing > Work Plans in the main menu.
  2. Click the New Work Plan button.
  3. Fill in the required information:
    • Date/Time: When the Work Plan was created
    • Work Plan Number: Automatically generated or manually assigned
    • Department: The department responsible for the production
    • Location: Where the manufacturing will take place
    • Project Code (optional): For project-based production tracking

Adding Sales Orders to a Work Plan​

To add sales orders to an existing Work Plan:

  1. Open the Work Plan.
  2. Click the + Add Sales Order button.
  3. Select the sales order(s) you wish to add.
  4. The system will add the order items to the Work Plan.

Work Plan Components​

A Work Plan contains a table with the following information for each item:

  • Sales Order: Reference to the original sales order
  • Item: The product to be manufactured
  • Description: Details about the product
  • On Hand: Current inventory level of the product
  • Qty: Quantity to be produced
  • Due Date: When the production should be completed
  • Work Order: Reference to the generated Work Order
  • Location: Where the item will be manufactured

Generating Work Orders​

From a Work Plan, you can generate Work Orders in two ways:

Automatic Work Order Generation​

  1. When creating a Work Plan, the system can automatically generate all required Work Orders.
  2. Each line item in the Work Plan will create a separate Work Order.

Manual Work Order Creation​

  1. In an existing Work Plan, select specific line items.
  2. Click the Create Work Orders button.
  3. The system will generate Work Orders for the selected items only.

Managing Work Plan Status​

Work Plans progress through various statuses:

  • Pending: Initial creation, Work Orders not yet started
  • In Progress: Some Work Orders have begun production
  • Completed: All Work Orders have been completed

Completing Work Plans​

When all associated Work Orders are completed:

  1. Click the Complete All Work Orders button to mark all remaining Work Orders as complete.
  2. Or, complete individual Work Orders by clicking on their reference and completing them separately.
  3. Once all Work Orders are completed, the Work Plan status will automatically update to "Completed".

Notes and Attachments​

Work Plans include sections for:

  • Notes: Add important information or instructions related to the production plan
  • Attachments: Upload relevant files such as specifications, drawings, or quality requirements

Best Practices​

  1. Use Work Plans for coordinating production of multiple items or for multiple customers.
  2. Group similar products or products that share resources into the same Work Plan.
  3. Create Work Plans with consideration for production capacity and material availability.
  4. Regularly review Work Plan progress to identify and address bottlenecks.
  5. Use the Project Code field to track production costs across multiple Work Plans.

For more detailed information on advanced Work Plan techniques and production scheduling optimization, please refer to the specific sections in this documentation.