OpenBOM™ is a registered Trademark of Newman Cloud, Inc. | © 2022
Welcome to the Best Practices User Manual for Production Planning Management in OpenBOM. This manual is designed to help you navigate and utilize OpenBOM effectively for your production planning needs within the OpenBOM platform. Effective vendor management is crucial for the success of any product development process, and OpenBOM provides the tools necessary to streamline this aspect of your operations.
Production Planning and Control (PPC) plays a crucial role in both New Product Development (NPD) and New Product Introduction (NPI) processes. PPC ensures that products are developed and introduced to the market efficiently and effectively by managing resources, timelines, and quality control.
Key responsibilities include:
By integrating PPC into your NPD/NPI processes, you can achieve a smoother transition from concept to production, minimize delays, and optimize resource utilization.
Effective production planning in OpenBOM involves several key mechanisms:
Each of these mechanisms plays a vital role in ensuring a smooth and efficient production process.
Create a Catalog with Inventory Details
Fig 1 – Create Catalog
Example entries:
After adding all components, review the entries for accuracy.
Create a BOM from the Catalog and Map Vendors
In this example, choose “Pre-assembled Door Knob (STL-DHK-001)”.
Fig 2 – Create BOM from Catalog
Example entries:
Part Number: STL-004
Description: Handle/Knob
Quantity Required: 2
Vendor: KnobMaster Co. (Vendor Number: V002)
After adding all components, review the entries for accuracy.
Create an Order from the BOM
Consider you received an order from ABC Ltd to deliver 20 units of Pre-assembled Door Knob (STL-DHK-001).
1. Navigate to the BOM
2. Click on the “Orders” menu
Fig 3 – Create an Order
3. Create a New Order:
4. In the Create Order window, provide the details:
Fig 3a – Create Order
5. Review the Order:
6. The order page opens up.
Fig 3b – Order BOM
Example calculation:
Component: STL-004 (Handle/Knob)
Quantity on Hand: 15 units
Quantity Required: 40 units (2 per unit * 20 units)
Quantity Gap: 40 – 15 = 25 units
Fig 3c – View Orders
Orders can be created directly from the Catalog as well, especially for long-lead item components or to order stock for future needs
Fig 4 – Create Purchase Order
5. Review Purchase Orders:
Fig 4a – View Open Purchase Orders
6. Export Purchase Order Details:
Fig 4b – Export Purchase Orders
Fig 4c – Exported Purchase Orders in PDF
7. Receive Purchase Order Confirmation:
Fig 4d – Receive Purchase Orders
Fig 4e – Purchase Order “Received”
Fig 4f – Purchase Order Status – “Received”
1. Create a Second Order:
2. Generate a Purchase Order for the Second Order:
3. Receive the Partial Purchase Order:
4. Adjust the Original Order:
5. Update Quantity Gap:
Finalize and Release Order to Production
Fig 5 – Change Order State
3. Start Manufacturing Operations:
Fig 5a – Order Status
4. Update Inventory:
Fig 5b – Catalog Inventory Status
1. Keep Your Inventory Updated:
Regularly update the “Quantity on Hand” in your catalogs to ensure accurate inventory levels. This helps in avoiding stockouts and overstocking.
2. Map Vendors Accurately:
Ensure that each component in your BOM is mapped to the correct vendor. This simplifies the purchasing process and ensures timely procurement.
3. Use Order BOMs for Clarity:
Create detailed Order BOMs for each product to keep track of all components and their quantities. This ensures nothing is overlooked during production planning.
4. Export Purchase Orders Efficiently:
Use the export function to generate PDF purchase orders quickly. This can be sent directly to vendors, streamlining the ordering process.
5. Regularly Review and Update Orders:
Check the status of your orders frequently and update them as needed. This helps in tracking progress and ensuring timely completion.
6. Communicate with Vendors:
Maintain good communication with your vendors to confirm orders and delivery dates. This helps in avoiding delays and misunderstandings.
1. What is a Quantity Gap?
A Quantity Gap is the difference between the quantity required for production and the quantity you currently have on hand. It shows how many more units you need to order to meet your production goals.
2. How do I map a component to a vendor?
When adding a component to a BOM, you can map it to a vendor by selecting the vendor from the list provided. Make sure you have your vendors added in the vendor management section beforehand.
3. What should I do if my Quantity Gap is high?
If your Quantity Gap is high, it means you need to order more components to meet your production needs. Create a Purchase Order for the required components and ensure timely procurement from your vendors.
Congratulations on completing Production Planning with OpenBOM PLM. Effective production planning and control are vital to the success of your NPD and NPI processes. By leveraging OpenBOM to create detailed OrderBOMs and accurate Purchase Orders, you can manage your resources efficiently, minimize production delays, and maintain high-quality standards. Use this manual as a reference to implement best practices in your production planning activities and achieve optimal results.
OpenBOM™ is a registered Trademark of Newman Cloud, Inc. | © 2022