Training home / Process walkthroughs

Shop floor: job to finished goods

Making things for a customer order or for stock, across Plant, Quality and Accounts.

At a glance

The flow: Generate job → Release → Issue material → Run operations → Inspections → Complete job → Challan.
Who is involved: Plant and operators, store, Procurement for outside processing, Quality, and Accounts.
Watch out for: A job stays Planned until released, and nothing can be issued or completed before then.

Generate job→Release→Issue material→Run operations→Inspections→Complete job→Challan

Stage table

#	Stage	Who (role)	Screen	What happens	Posts to stock / GL
0	Set-up	Plant / Admin	Production › Bill of Materials, Production › Routing	The output part needs an active BOM and a complete routing. A routing is Draft until every BOM line is covered by its steps. No routing, no job.	Nothing.
1	Generate job	Plant	Sales › Customer Orders › open a record or Production › Job Orders › New	From a Confirmed order line (choose an output part that is not a SERVICE), or a make-to-stock job. The routing and BOM are snapshotted onto the job. Status Planned.	Nothing.
2	Release	Plant	Production › Job Orders	Planned to In progress. Nothing else can happen before this. Releasing a job auto-raises Draft POs for outside-processing steps that have a default supplier and service part.	Nothing.
3	Material issue	Plant / store	Job page	Issue stock to the job. Issuing beyond the planned requirement (zero tolerance by default) is saved Pending and needs approval; stock moves only when approved.	Stock out; GL Dr Work in Progress / Cr Inventory at standard cost.
3a	Material return	Plant	Job page	Return unused material to stock.	Stock in; Dr Inventory / Cr WIP at issue cost.
4	Operations	Plant / operators	Job page, Production › Job Board	Operations go Pending, In progress, Completed in order; a step completes only at the full job quantity. Steps flagged parallel run together with the previous step.	Completing a step posts conversion cost: Dr WIP / Cr Conversion Absorbed (machine, labour, tool resources).
4a	Outside processing	Procurement	Job page, Purchasing › Purchase Orders	Receiving the service GRN completes the step (the step must already be started).	Dr WIP / Cr GRN Clearing at PO price.
5	Inspections	Quality	Quality › Inspections	If an active in-process plan exists for the step, a lot is created when it starts; a first-article lot may also be required. A step cannot complete while its lot is undecided. A final lot appears when the last step completes.	Rejects are recorded as scrap on the step and raise an internal NCR.
6	Complete job	Plant	Job page	Explicit stock-in of finished goods; needs the job released, started and no undecided inspection lot.	Stock in at standard cost. GL: Dr Inventory / Cr WIP; remaining WIP goes to Inventory Variance (Quality Rework Cost for a rework job).
7	Dispatch	Plant / store	Sales › Delivery Challans	Ship the finished part against the order. See Order to cash.	Stock out; Dr COGS / Cr Inventory.

A job order: operations, material required vs issued, and inspection chips.

The job board, filterable by employee, customer and status.

Job statuses

Planned, In progress, On hold, Completed, Cancelled. In progress and On hold swap freely; any open state can be cancelled; nothing goes back to Planned; Completed is reached only through the completion action. Cancelling a job that holds material or WIP needs a reason, and writes the remaining WIP off.

Material planning

Required material is quantity per x planned quantity, divided by the component's yield percentage and rounded up. The job page shows required, issued, balance, on hand and shortage. Inventory › Supply & Demand nets open-job demand against stock and open POs.

Approvals involved

Only the material over-issue (Pending issue). Job generation, release, completion and normal issues do not use the engine. Rework from an NCR creates a job without needing a routing; see the Quality page.

What can go wrong

No job can be generated: the output part has no complete routing (or no BOM), or the line is a service line.

Cannot issue or complete: the job is still Planned. Release it.

Cannot complete a step: an earlier step is not done, or its inspection lot is undecided, or quantity is below the full job quantity.

Outside-processing receipt refused: the step has not been started yet.

Over-issue sitting Pending: stock has not moved. It moves on approval only; if rejected nothing moves.

Training home · Cheat sheets · Sales · Procurement · Plant · Accounts · Quality · HR and employees · Admin