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Everything to have in place before you run production through ERPNext — items and manufacturing flags, multi-level BOMs, workstations and routings, Manufacturing Settings, production planning, Work Orders, Job Cards and costing.
41 checks · 7 sections
The Manufacturing module in ERPNext is only as reliable as the master data underneath it. If a Bill of Materials points at the wrong valuation source, a Workstation has no hour rate, or backflush is set the wrong way, your first real Work Order will produce numbers you can't trust. Use this as a reference before go-live: walk each doctype named here — Item, BOM, Routing, Workstation, Operation, Manufacturing Settings, Production Plan, Work Order and Job Card — and confirm each field is deliberate, not left on its default. It is a reference, not a tracker: read it, sanity-check your instance against it, and fix what doesn't match.
Finished goods and sub-assemblies are stock items + 5 more
Each BOM is submitted, Active and Default where intended + 6 more
Every Workstation has an hour rate + 5 more
Backflush Raw Materials Based On is decided + 5 more
Production Plan pulls demand from the right source + 4 more
Work Order picks up the right BOM and quantity + 5 more
Operating cost flows from hour rate and time + 4 more
All 41 checks across 7 sections as a clean branded Excel — each item with the guidance for why it matters, ready to share with your team. Free, no email required.
A BOM must be submitted and marked Active (is_active) before it can drive production. Default (is_default) marks the one BOM that Work Orders and Production Plan pick up automatically for that item — an item can have several active BOMs but only one default at a time.
Manufacturing Settings has Backflush Raw Materials Based On with two options. 'BOM' consumes components in the exact proportions the BOM specifies when you finish the Work Order. 'Material Transferred for Manufacture' consumes exactly what was physically moved to the WIP warehouse. Use BOM for clean, standardised consumption; use Material Transferred when actual issue quantities vary and you want the ledger to match the floor.
If you only need to track material consumption and finished-goods receipt, a material-only BOM is enough. To capture operating cost, schedule operations and run Job Cards on the shop floor, enable With Operations on the BOM and attach a Routing whose operations reference Workstations that each carry an hour rate. Without an hour rate, operating cost computes to zero.
Production Plan reads demand (from Sales Orders or Material Requests), explodes sub-assemblies and proposes Work Orders plus Material Requests for shortfalls. Each Work Order is the instruction to build one item to one BOM. When that Work Order has operations, ERPNext raises a Job Card per operation where the floor logs time and completed quantity — which rolls actual operating cost back up to the Work Order.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011