Process Catalog

Reference processes for production planning, production orders, purchasing, logistics, tool management, and costing and reporting in BE-terna Manufacturing.

Purpose

This process catalog bundles the main business workflows in BE-terna Manufacturing. It serves as an entry point when you want to understand end-to-end processes from master data preparation through production, purchasing, and costing, or jump quickly to the relevant detail page.

Context

  • Initial configuration of Manufacturing Setup, items, routings, and locations is described on the Master Data and Setup page.
  • The thematic pages provide the detailed instructions for production planning, production orders, purchasing, logistics, tool management, and costing and reporting.

Prerequisites

  • Master data, routings, production BOMs, and locations are maintained for the relevant items.
  • Users can access planning worksheets, production orders, output journals, and the required lists or role center pages.

Process Catalog

Process Prepare manufacturing items and master data Set up items, routings, BOMs, item versions, and core switches so later production orders work with the correct defaults.
  • Activate the required automation in Manufacturing Setup for default fields, locations, routing link codes, and journals.
  • Create or open routings and production BOMs directly from the item card and review active versions where needed.
  • Maintain item versions, location defaults, and routing link codes so that traceability remains intact in the production order.
  • See Master Data and Setup for the detailed configuration.
Process Plan demand and create production orders Transfer demand from sales, planning worksheets, and recurring planning runs into concrete production orders.
  • Use order planning with sales units where quantity and unit should flow from the sales order into the production order.
  • Review action messages in the planning worksheet together when several suggestion lines should be accepted or reset in one step.
  • Set up recurring planning runs through the job queue when planning worksheets should be generated automatically.
  • Use production families when one production order should combine several items or quantities with the same routing.
  • The related instructions are collected on Production Planning.
Process Review, release, and process production orders After creation, the production order moves through defaults, overview pages, release checks, posting, and controlled rework.
  • Create production orders manually, from sales orders, from planning suggestions, or from order planning.
  • Review material availability and processing status through the overview pages for firm planned and released production orders.
  • Use defaults, reopening, rework, and worksheet views to manage production orders in a controlled way.
  • Use reopening and correction suggestions only for necessary follow-up postings, not for renewed operational planning.
  • See Production Order Management for the detailed lifecycle.
Process Manage reporting and item tracking in the production order Journals, quantity automation, correction suggestions, and item tracking work together closely in production order management.
  • Use related output and consumption posting when quantities should be calculated automatically from each other.
  • Use correction suggestions when negative output or consumption postings should propose the matching application entry automatically.
  • Review inventory information in the production or consumption journal before backward flushing or correction postings are carried out.
  • Use item tracking when serial, lot, or package information should be generated automatically or transferred from a main component.
  • Details follow on Production Order Management.
Process Execute subcontracting through purchasing Subcontracting operations are handled in the purchasing area with purchase orders, pricing, and transfer links for subcontractors.
  • Calculate the subcontracting suggestion from the released production order and create the purchase order from it.
  • Open related documents directly from the production order or purchase order to review the current subcontracting status.
  • Maintain subcontracting prices by vendor, work center group, and item where costs should not come only from the routing.
  • Use purchase-transfer link lines when components have to be shipped together with the subcontracting purchase order.
  • See Purchasing and Subcontracting for the detailed process.
Process Handle returns and pending consumption through logistics Subcontracting returns and pending consumption postings form a dedicated logistics follow-up process.
  • Use warehouse receipt, put-away, or inventory put-away for subcontracting returns in the standard flow only when the subcontracting operation is the last routing operation.
  • Activate pending consumption by location only where backward flushing with routing link codes should be handled in a controlled way.
  • Clear open residual consumption through reposting or cancellation before a production order is finished.
  • See Logistics for the detailed flow.
Process Use and maintain tools in the production process Tools are created as master data, assigned to routing operations, logged through posting, and maintained through repairs.
  • Assign tools and complete tools directly to routing operations so they flow into the production order.
  • Use output posting when tool usage should create tool ledger entries automatically.
  • Control repair orders, service life, cavities, and status so tools can be returned to service in a controlled way.
  • See Tool Management for the detailed processes.
Process Evaluate production orders through costing and reporting Dedicated reports support final costing, WIP valuation, and traceability of related item ledger entries.
  • Use production printouts and production order job cards when production orders should be reviewed with header, line, routing, and component details.
  • Review final costing across multiple production levels when expected and actual material or capacity costs should be compared.
  • Check WIP values and related item ledger entries when you need to understand amounts, origins, or downstream documents of a production order.
  • The Costing and Reporting page groups the relevant perspectives.

Result

  • You can place the most important manufacturing processes in BE-terna Manufacturing into one coherent business context.
  • You can navigate faster to the right detail page for setup, operational handling, and reporting.
  • Transitions between production planning, production orders, purchasing, logistics, and costing remain understandable.

Links

Further Information

Related content