Production Setup

Production setup prepares the reusable manufacturing foundation before users create production work.

Production setup is manufacturing-specific runtime guidance over shared primitives. It should not be interpreted as a separate stock, inspection, resource, document, or billing master-data tree.

Open Production -> Setup.

Service And Category Readiness

Before tenant users start production setup, confirm the platform onboarding has enabled:

Readiness Item	Why It Matters
Manufacturing Service	Provides the tenant's shared manufacturing service scope.
Production Foundation	Installs the generic product design, BOM, routing, production order, WIP, quality, and costing foundation.
Industry Category	Adds category templates and terminology such as Apparel/Garments, Food Processing, Roofing, Plastics, Metals, or Automotive.
Engineer-To-Order Add-On	Enables Project/WBS-linked engineering changes and project-build traceability when the tenant manufactures to project scope.
Service Roles And Permissions	Lets users access Production, Inventory, Inspections, Documents, Reporting, and related workspaces.
Business-Unit Topology	Gives the tenant the right Head Office, Factory, Warehouse, Shop Floor, or branch structure.
Accounting Review	Confirms inventory, WIP, COGS, variance, and production posting setup before live posting.
Warehouse Stock And UOM	Confirms warehouses, production locations, stock statuses, item tracking, and UOM conversions before material issue.
Resource Readiness	Confirms work centers, lines, machines, tools, labor pools, capacity, maintenance, and calibration before scheduling.
QC Template Readiness	Confirms inspection templates, sampling plans, numeric specs, NCR/CAPA rules, quality holds, and release gates.
Readiness Review	Reviews the final Manufacturing setup signal before production users begin live work.

Category selection should happen before template setup when the tenant expects industry-specific defaults. For example, a school-uniform manufacturer should activate the Apparel/Garments category so uniform, size/color, QC, label, and example templates are available. The category adds helpful defaults while users continue working in the shared Production, Inventory, Inspections, Reporting, and Accounting areas.

The setup review shows these Manufacturing readiness items as separate checkpoints. Treat a blocking checkpoint as a go-live gate: category selection, accounting, warehouse/UOM, resources, QC templates, and the final readiness review should all be green before operators begin live Production work.

Setup Goal

Setup should ensure users can:

• select the correct produced item
• maintain product designs, models, variants, or industry-specific equivalents
• calculate material requirements from BOMs
• follow a real routing sequence
• use the right work center, machine, labor, or resource where configured
• inspect output consistently
• print labels or scan operational references where configured
• enforce maintenance and calibration readiness for constrained resources
• review cost and variance after production

See Manufacturing Industry Categories And Examples for how category overlays affect setup without replacing the shared Production runtime.

Core Setup

Setup Area	Purpose
Product Designs	Maintain production-ready designs, models, style equivalents, variants, and stock-backed specifications.
BOMs	Define material, component, packaging, scrap, and yield assumptions.
Routings	Define operation sequence, expected time, resource, and handoff points.
Resource Types	Define production resource classes such as work center, production line, machine, tool, or labor pool.
Resources	Register actual production resources with location, capacity, status, cost rate, and availability rules.
Quality Standards	Define AQL, defect categories, measurement specs, and acceptance rules through shared inspection standards.
Labels And Scans	Prepare barcode or QR references for shop-floor and stock traceability.
Engineering Change	Control ECO/ECN revision impact before BOM, routing, inspection, planned supply, or open order changes go live.

Manufacturing Quality Setup

Quality setup for manufacturing is maintained through the shared Inspections workspaces, then consumed by Production. Configure the reusable standards first, then bind them to products, operations, suppliers, customers, lots, batches, or dispatch points where the production flow needs controlled evidence.

Use these records together:

Setup Record	Manufacturing Use
AQL Levels	Define lot-size bands, sample sizes, accept numbers, and reject numbers for statistical inspection.
Sampling Plans	Choose AQL, fixed, percent, full, or skip-lot sampling by item, operation, supplier, customer, or category.
Defect Categories	Classify minor, major, critical, process, supplier, safety, or documentation findings.
Measurement Specs	Set numeric characteristics, nominal values, tolerance limits, units, and pass/fail behavior.
Plan Gates	Link templates and standards to receiving, operation, WIP, final QC, dispatch, or release checkpoints.

Sampling plans should match how the factory actually inspects work. Use full inspection for high-risk regulated output, AQL for batch acceptance, fixed counts for operational spot checks, percent sampling when lot sizes vary widely, and skip-lot only after supplier or process history supports reduced inspection.

Resource readiness is part of quality setup. Maintenance and calibration policies for machines, tools, molds, gauges, fixtures, and inspection equipment should be current before the resource is used in release or finite scheduling.

Setup Form Reference

Use the setup forms in this order when building a new production line:

Form	Fill This First	Then Confirm This
Product Design Category	Category name and parent grouping.	The category matches the tenant's production taxonomy, not only one customer job.
Product Design	Design/model/style/recipe/profile name, category, stock item.	Configurable option axes, variants, and produced item references are clear before BOM and routing setup.
Stock Item Category	Inventory category name.	Recommended COA mappings are created or reviewed for inventory accounting.
Stock Item	Raw material, component, WIP, packaging, consumable, output.	UOM, tracking, stock status, and category are correct.
BOM	Produced item/design, component lines, UOM, quantity basis.	Waste, yield, effective dates, and variant-specific quantities are understood.
Routing	Operation sequence, input status, output status, resource.	The routing matches the real handoff from raw material to WIP to finished goods.
Resource Type And Resource	Work center, machine, line, tool, mold, oven, booth, labor.	Capacity, location, status, cost rate, maintenance policy, calibration state, and production domain scope are correct.
Quality Standards	AQL levels, defect categories, measurement specs, templates.	QC checks are linked to the right item, operation, WIP stage, or output stage. Shared inspection rules remain authoritative.
Engineering Change	Change title, targets, effectivity, customer scope, optional Project/WBS context, freeze policy, and impact notes.	The impact report has been reviewed for open orders, planned supply, BOMs, routings, operations, quality gates, and ETO work packages where enabled.

For industry-specific examples of these same forms, see Manufacturing Industry Categories And Examples.

Operation-Item Characteristics And Design Variants

Use operation-item characteristics as the controlled option axes for configurable manufacturing output. Common axes include size, color, material grade, flavor, pack size, gauge, length, finish, model trim, voltage, or customer specification tier.

Each manufacturable operation item should list its allowed characteristic values before product design variants are created. Product designs attach sketches, tech packs, and customer/program context, while product design variants store the actual characteristic combination in variant_attributes. The server validates variants against the operation-item characteristic profile, so a variant cannot omit a required option, include an undeclared option, or use a value outside the configured allowed-value list.

When BOM components need variant-specific behavior, keep the rule on the BOM line using the variant-specific rule setting for that component. The option names in the rule should match the operation-item characteristic names so planning, BOM review, and later ETO workflows can reason over the same configuration vocabulary.

Production Resources

Production resource setup is exposed from Production -> Setup but is backed by the shared Resource Capacity primitive. Production routes automatically scope resource types and resources to the PRODUCTION domain, so manufacturing users can work with work centers, lines, machines, tools, labor pools, and service points without seeing unrelated service resources.

Use this setup to prepare:

• work centers and stations used by routing operations
• production lines and machines with capacity units
• tools, molds, dies, or fixtures that constrain production
• labor pools or operator teams with standard capacity
• locations where the resource is physically used
• cost rates and capacity quantities for planning and costing
• maintenance and calibration policies that should block release or scheduling when overdue

Controls

Confirm these before live production:

• produced items and component items are active
• product design records are approved before BOMs, routings, quotations, or production orders depend on them
• UOM conversions are correct
• warehouses and production locations are active
• BOM quantities reflect normal waste and yield
• routing steps match the real factory floor
• production resource types and resources are scoped to the Production domain
• resource maintenance and calibration policies are current before constrained work is released or scheduled
• quality checks, sampling plans, and numeric specs are linked to the right item, operation, supplier, customer, lot, or output stage
• ECO/ECN impact reports have been reviewed before revising active BOMs, routings, inspection gates, planned supply, or open orders
• engineer-to-order Project/WBS linkage is enabled only for tenants that need project manufacturing scope
• accounting treatment for WIP, output receipt, and variance is understood
• manufacturing/admin service roles have Production, Inventory, Inspections, Resource Capacity, Reporting, Document Transactions, Billing, Payments, Accounting, General, Security, Parties, and dependent profile access before users start live work

Keep the owner-module split clear during setup:

• Inventory owns stock categories, stock items, warehouses, and valuation behavior
• Inspections owns reusable QC templates, checklist rules, AQL, defect categories, and measurement standards
• Resource Capacity owns the underlying resource types, resources, slots, and bookings
• Billing and Payments own receivable and money-movement consequences after commercial execution

Related Guides

• Production Overview
• Manufacturing Industry Categories And Examples
• Garment Manufacturing Quickstart
• Production Engineering Change
• Production Operations
• Inventory Setup
• Inspections Setup