Your first production order

Create ten fictional demonstration plates, schedule one operation and record two production reports. The expected result is one completed order with ten produced pieces. Use a dedicated Test workspace with no machine or external-system connection.

Allow about 30 minutes. A builder prepares the definitions; a planner schedules the order; an operator records progress. One training user can hold these permissions, or the three people can hand over the same order number. Follow your administrator's access setup.

Prepare the training workspace

1. Select your assigned Test environment. Record its site name. Keep the same scope throughout the exercise.
2. In Operations Studio → Work Centers, create DOCS-ASSEMBLY, named Documentation assembly. Choose type Single, leave it available for manual work, and publish it. Leave devices and external actions unconnected.
3. In Materials, create DOCS-PLATE, named Demonstration plate, with type Finished Product, procurement type Make and unit pcs. Save and publish the Material before publishing its Routing.
4. Create a Routing named Documentation assembly for that Material. Add one operation, Assemble plate, with DOCS-ASSEMBLY as its eligible work center, setup time 5 minutes, and run time 1 minute per unit. Set Default to Yes in the Routing editor, then save and publish it. Reopen the Material's Routings section and check that this published Routing is marked default.
5. For this single-material exercise, use no component BoM and no explosion. In Factory Calendar, check that DOCS-ASSEMBLY has at least a 30-minute working interval on the chosen training day. Add an approved one-time working interval if your training scope has none.

The builder needs access to create/edit/publish Materials, Routings and Work Centers. Calendar changes need calendar management. The planner needs order creation/editing and planning access; lifecycle and production reporting require their own permissions. Resolve any required custom-field values shown by your workspace before proceeding.

If the identifiers already exist, open them and verify the definitions instead of creating duplicates. Pick an unused suffix when another training session owns them. See Materials, Routings and Calendar for the editors.

Create and inspect ten pieces

1. Open Orders → Production orders and create an order for DOCS-PLATE.
2. Enter 10 as planned quantity, priority Normal, and a start/end within the chosen training day. Use the site's local time shown by the date controls.
3. Set the description to Documentation training — ten demonstration plates. Keep automatic scheduling off for this exercise and choose explosion None.
4. Review the manufacturing preview. It should contain one Assemble plate operation, the eligible work center, and 15 minutes of configured work: 5 minutes setup + 10 × 1 minute. Resolve a missing routing, work center or required field before saving.
5. Save and record the assigned production-order number. Reopen it and verify Material, unit, quantity, operation and planned status.

The assigned number comes from your workspace's sequence. This guide does not assume that PO-DEMO-001 exists.

Plan and release

1. Open Planning, find the saved order number and place its operation on DOCS-ASSEMBLY inside working time. If Scheduler uses a shared draft, review and commit that draft before continuing.
2. Check the saved order detail: work center, date, start/end, quantity and one operation. A calendar interval supplies working time; it does not schedule the order by itself.
3. Release the order through its lifecycle action. Complete any release requirements shown in the dialog.
4. Hand the exact order number and work center to the operator. Open that order in the authorized production view or assigned shop-floor App.

See Planning if the work is outside capacity, the routing duration is missing or a shared draft conflicts.

Record output and verify the result

1. Check order number, operation, work center and pcs. Use the standard production quantity control to report 4 additional pieces.
2. Reload the order. Expect produced quantity 4, remaining quantity 6, and execution in progress.
3. Report 6 additional pieces. Follow the completion action or prompt, review final quantity 10, satisfy completion requirements and confirm.
4. Reopen the order. Expect planned quantity 10, produced quantity 10, completed state and the same operation identity. Inspect the available activity/history.

Standard quantity reporting adds to the total. Entering 10 after reporting 4 would report another 10. Do not report the same output both at order and split level. Edge reporting has different total-quantity semantics.

Recover and hand over

Situation	What to do
Material or routing absent	Check publication, default routing, scope and access.
Order cannot be planned	Check working time, eligible work center, durations and the current shared draft.
Release/completion blocked	Fill the exact required fields or evidence named by the error.
Reporting response lost	Reopen the same order and inspect the saved total before using its retry control.
Total is unexpectedly high	Stop reporting and ask the process owner to use the supported correction workflow.

Keep the completed training order as the exercise's evidence. Identify the training definitions clearly so they are not assigned to live work. Finishing this exercise does not receive Warehouse stock or prove a machine integration. Continue with Material Flow or the App-to-Table tutorial.