EDGEBIC How-To

How to Create a Manufacturing Order in EDGEBIC

User Solutions TeamUser Solutions Team
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7 min read

To create a manufacturing order in EDGEBIC, open the Schedule area, select the Drive Schedule tab, click the Order button, fill in the product, quantity and due date, then click Save Order. The new job lands in the grid with an Unscheduled badge and the words "Not scheduled yet" under Schedule Details. Creating an order does not schedule it, and that separation is deliberate. EDGEBIC by User Solutions keeps order entry and planning as two distinct acts, so you can enter a batch of jobs, argue about their priorities, and commit them all in one scheduling run.

This is the single-task version. For the run that turns these orders into dates, read how to run the scheduler in EDGEBIC. For everything else in the how-to library, start at the EDGEBIC how-to hub.

Before You Start

  • At least one product with a Bill of Routing exists. The dialog only offers products that have a routing.
  • Work centers and at least one active shift exist, so the scheduler has hours to place the job into later.
  • The customer record exists, or you are happy to add one on the fly from inside the dialog.

The Steps

  1. Open the Schedule area from the main navigation and select the Drive Schedule tab. The Manufacturing Orders page opens.
  2. Click the Order button. The Add Manufacturing Order dialog opens with the header Add Order and two sections: Order Information and Scheduling Information.
  3. Select the product in Product (BOR). This choice decides the routing, which decides every work center the job will visit.
  4. Check the job number. It is generated for you from the date plus a random suffix. Overwrite it if your shop has its own numbering convention. It must be unique.
  5. Enter the quantity. Pieces to build, greater than 0 and no more than 1,000,000.
  6. Set the due date if you have promised one. Leave it blank on forward jobs you have not committed to.
  7. Leave the start date and start time alone unless a real constraint forbids an early start. The start date defaults to today and the start time to 00:00:00.
  8. Choose the scheduling direction if it differs from your site default: Forward starts as early as possible, Backward finishes just in time for the due date.
  9. Add the optional fields you care about: Customer Id, Sales Order, Unit Price, and Assigned To. The + beside the customer and sales order fields creates a new record without leaving the dialog.
  10. Open the Cost Analysis expander if you want the read-only roll-up: Estimated Hours, Material Cost, Labor Cost and Total Cost, plus an editable Markup % and the Apply Markup to Unit Price button.
  11. Click Save Order. The dialog closes and the row appears in the grid.

What Changes When You Save

Saving writes order master data and nothing else. Capacity on every work center is untouched, no Gantt bar appears, and no dashboard number that depends on the plan moves.

SurfaceEffect of saving a new order
Drive Schedule gridThe row appears immediately with the Unscheduled badge.
SchedulerNothing. The order is picked up on the next scheduling run.
Job View and GanttNo change until the job is actually scheduled.
Dashboards and reportsOrder counts update. Schedule-based figures do not.
AuditThe order starts its change history, readable from the row's audit trail button.

The defaults matter. A new order arrives with quantity 1, a blank due date, the site's default scheduling direction, and a priority one below your current lowest, so it queues last until you decide otherwise. The Days Late column reads 0 until the job has both a due date and a schedule.

How to Check It Worked

Look at the new row and confirm three things: the Unscheduled badge in the Status column, "Not scheduled yet" in Schedule Details, and the quantity and due date you typed. That combination means the order exists and is waiting for a run. If you want the full record of who created it and when, open the row's audit trail.

Common Mistakes

Entering a real time of day in Start Time. A job that "starts" at 00:00 does not run at night. Midnight simply marks the entire day as available and lets the scheduler use the first shift from its opening. Typing 09:30 bans the scheduler from the morning on day one, and the job lands later than you expected for a reason nobody remembers a week later.

Inventing a due date so the field is not empty. A made-up promise makes the Days Late column cry wolf, and once a due date exists the scheduler never moves it. Blank is honest; the first run fills it from the job's own planned end.

Choosing Backward without a due date. Saving fails with a message saying the due date is required when the scheduling direction is Backward. That is correct behavior: a backward job works back from a finish date, so the finish date is not optional. See how to schedule a job backward from its due date for the full direction story.

Expecting the order to schedule itself. It will not. Nothing on the plan changes until you press the scheduling button, which is exactly what makes it safe to enter twenty orders before lunch.

What to Do Next

Set the queue order before you plan: how to set a job priority in EDGEBIC covers typing the number and dragging rows. Then run the scheduler and read the dates it gives you. If you want to see how finite capacity scheduling differs from the infinite-capacity math most ERP systems use, finite vs infinite capacity scheduling is the background piece, and the EDGEBIC product page covers the platform as a whole.

Expert Q&A: Deep Dive

Q: I created six orders this morning and none of them show any dates. Did something fail?

A: Nothing failed. Creating an order writes order master data only: no capacity is claimed and no dates are computed until you run a scheduling pass. All six rows carry the Unscheduled badge and read Not scheduled yet under Schedule Details, which is exactly correct. Set your priorities first, tick the six rows, then press Schedule + Re-Schedule once. Batching entry and then planning in a single run is the intended workflow, and it means a colleague running a quote simulation between your entries sees the plant exactly as it was.

Q: Do I have to enter a due date on every job?

A: Not on forward jobs. Leave the due date blank on work you have not actually promised, and the scheduler fills it once from the job's first planned end, which gives you an honest baseline instead of an invented one. Backward jobs are different: a job scheduled backward from its finish must know the date it finishes by, so saving fails with a message telling you the due date is required when the direction is Backward. Enter the date, or switch the direction back to Forward.

Frequently Asked Questions

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