Before you begin
- Plan Capacity and Select Routing
How the workflow connects
This journey connects the following stages. Complete the required checks at each stage before moving forward.
- 01Required
Run validation
After Serial Numbers, Capacity & Lines, and Routing are complete, select Run Pre-Start Validation.
Provides the controlled input for the next stage. - 02Required
Resolve blockers
Review Product assignment, BOM, generated and confirmed serials, Component Inventory, Station-Level Inventory, and Identifier Availability.
Provides the controlled input for the next stage. - 03Required
Transfer first-stage material
Resolve first-stage Station shortages with Transfer All or a component transfer; use Auto-Fill Shortage for the exact remaining quantity.
Provides the controlled input for the next stage. - 04Required
Review warnings
Refresh until validation shows PASS, then select Proceed to Start.
Provides the controlled input for the next stage. - 05Required
Release
Complete this stage using the approved configuration and source records.
Step-by-step in Forge MES
- After Serial Numbers, Capacity & Lines, and Routing are complete, select Run Pre-Start Validation.
- Review Product assignment, BOM, generated and confirmed serials, Component Inventory, Station-Level Inventory, and Identifier Availability.
- Resolve first-stage Station shortages with Transfer All or a component transfer; use Auto-Fill Shortage for the exact remaining quantity.
- Refresh until validation shows PASS, then select Proceed to Start.
Rules to remember
- A first-stage Station shortage blocks start even when plant-level Component Inventory is sufficient.
- Transfer All prioritises storage locations, then non-routing Stations, and may perform partial transfers.
- Proceed to Start releases immediately, creates Production Tasks, and changes the Work Order to IN PROGRESS.
- Validation must show PASS before Proceed to Start is enabled.
Configure for the client
- Match planning fields, scheduling rules, serial-generation policy, capacity controls, approval gates, and release permissions to the client's production-planning model.
- Validate the configured behaviour with approved test data in the target environment before production use.
Ready when
- All blockers are resolved.
- Warnings have an understood mitigation.
- The Work Order changes to In Progress and creates the expected number of Production Tasks.