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Step 8 of 13 in Place and track a production order

Update actual production dates

Record when production really started, finished and left the factory, so the order timeline and production health stay accurate.

  • Production manager
  • Needs Update actual production date
  • Last verified · vd28b0333e

The actual dates of a production order are when production really started, when it really finished and when the goods really left the factory. Record them as the order progresses. They appear next to the agreed dates on the Production Orders list, and they can change the production health of the order.

ProductionOrder Managementthree-dot menuView/Edit

Permission: UPDATE_ACTUAL_PRODUCTION_DATE

Before you start

  • You need the Update actual production date permission. Without it, neither Update actual date nor the Edit button on the Actual Dates card is shown.
  • To change the dates you planned with the supplier, use Amend agreed production dates instead.

Update one date

Use this when one milestone has just happened.

  1. Open the order

    On the Production Orders page, select the three-dot action button on the order's row and click View/Edit.

    View/Edit highlighted in the three-dot menu of an order row

  2. Click "Update actual date"

    Click Update actual date at the bottom of the order dialog. The Update production date dialog opens: "Update the latest known production date. This may affect production health."

    The Update production date dialog opened from the Update actual date button of the order

  3. Select the date type

    In Date type, select Actual Production Start, Actual Production End or Actual Ex-Factory. Actual Ex-Factory is selected when the dialog opens, and the date field shows the date already recorded for the type you pick.

    The Date type list open with Actual Production Start, Actual Production End and Actual Ex-Factory

  4. Choose the new date

    Pick the date in New actual date.

    The calendar open on the New actual date field

  5. Add a note (optional)

    Type a note in Reason / note (optional). The note is recorded in the audit log.

    The Reason / note field with a note typed in

  6. Click "Save date"

    Click Save date. The button stays disabled until you choose a date.

    The dialog with a date chosen and a note, so the Save date button is enabled

Edit all three dates at once

  1. Open the Overview tab

    In the order dialog, stay on the Overview tab and find the Actual Dates card.

    The Overview tab of the order with the Actual Dates card and its Edit button

  2. Click "Edit"

    Click Edit on the card. The Edit actual dates dialog opens.

    The Edit actual dates dialog opened from the Edit button of the Actual Dates card

  3. Set the dates

    Pick Production start, Production end and Ex factory. Each field shows Pick a date while it is empty.

    The calendar open on the Production start field of the Edit actual dates dialog

  4. Click "Save"

    Click Save to store the dates.

Note

Until an actual date is recorded, the Actual Dates card shows the agreed date for that milestone, and the Edit actual dates dialog starts from it.

Where the dates show

On the Production Orders list, the Actual column group holds Production Start, Production End and Ex-Factory. Use Manage Columns to show or hide them. See Production orders.