Role Academy

Production Planner Academy

Run MRP, maintain bills of material and routings, and release work orders the shop floor can execute. 5 courses.

📈
Your progress

Course 1 · Products & materials master

1

Create and maintain products

Open the Products table. Create records with a unique SKU, name, unit of measure, product type (raw material, component, or finished good), and the compliance flags (ITAR, DFARS, AS9100) that apply.

2

Understand product types

Raw materials are purchased, components are consumed inside work orders, and finished goods are what you ship. The type drives how MRP treats the product.

3

Keep compliance data complete

For aerospace work, populate country of origin and any certification references on the product so procurement and shipping can reference them later.

Exercise

  1. Open the Products table and create one finished good with SKU FG-1001.
  2. Create two components that belong in its BOM (e.g., a machined bracket and a fastener).
  3. Verify UoM and type are set correctly on all three.
Course quiz2 questions
Which product type is consumed inside work orders?
Why does every product need a unique SKU?

Completion criteria

Course 2 · Bills of material & routings

1

Build a bill of material

Open BOMs and create a BOM for the parent product. Add BOM Components rows: component product, quantity per parent, and scrap factor where applicable.

2

Define the routing

Add Routing Operations for each step (machining, inspection, assembly) with labor hours and machine standards. The routing tells the shop floor how to build the product.

3

Validate structure

Check the BOM covers every component the product needs. Missing components surface later as negative stock or incomplete work orders, so fix structure up front.

Exercise

  1. Create a BOM for FG-1001 with both components and quantity per parent.
  2. Add two routing operations with labor hours.
  3. Reopen the product and confirm the BOM and routing are linked.
Course quiz2 questions
What does a BOM component record?
What do routing operations define?

Completion criteria

Course 3 · MRP runs & net requirements

1

Run the MRP engine

Trigger the MRP Run workflow from the MRP page. It reads demand (sales orders, open work orders), nets against supply (on-hand, open POs, planned orders), and writes requirement lines.

2

Read requirement lines

Open MRP Runs and their requirement lines. Understand gross requirement, on-hand, net requirement, and planned release date for each product.

3

Review planned orders

Planned orders are MRP's make-or-buy suggestion. Confirm the classification before converting: make orders become work orders, buy orders become purchase orders.

Exercise

  1. Trigger an MRP run after confirming open demand.
  2. Open the requirement lines and explain any net requirement for FG-1001.
  3. Review planned orders and classify each as make or buy.
Course quiz2 questions
What does MRP net demand against?
A make planned order converts into a:

Completion criteria

Course 4 · Work order release & management

1

Convert planned orders to work orders

Run the Convert Make Planned Orders workflow. Each planned order becomes a Work Order with components pulled from the BOM.

2

Schedule and prioritize

Review work order due dates against promised dates and capacity. Resequence priorities so the shop floor knows what matters first.

3

Track execution

Monitor work order status and component readiness on the Work Orders Workbench custom page. Escalate late or short work orders early.

Exercise

  1. Convert one make planned order into a work order.
  2. Open the work order and confirm its components match the BOM.
  3. Set a priority and confirm the due date.
Course quiz2 questions
Where do work order components come from?
What should you do when a work order is at risk of being late?

Completion criteria

Course 5 · Planning exceptions & KPIs

1

Handle shortages

When net requirements exceed supply, review the horizon. Options: expedite an open PO, create a new buy planned order, or move a work order date.

2

Review planning KPIs

Use the MRP dashboard and requirement lines to watch: coverage days, exception lines, open work order load, and planned vs. actual completion.

3

Iterate the plan

MRP is a cycle, not a one-off. Re-run regularly, keep demand current, and reconcile exceptions each cycle.

Exercise

  1. Identify one exception line from the last MRP run.
  2. Decide the corrective action and apply it.
  3. Re-run MRP and confirm the exception clears.
Course quiz2 questions
Which is a valid response to a shortage?
How often should you re-run MRP?

Completion criteria

🎉
Academy completeOnce all courses are marked complete, move on to the operating procedures or the product walkthroughs.