Glossary & Legends
The reference page for the Production & Manufacturing module: every term and abbreviation you will meet, plus the exact status vocabularies and the colour each badge uses. When you see an unfamiliar word or a coloured chip anywhere in the guide, look it up here.
draft / confirmed / in_progress / done / cancelled for a Manufacturing
Order). Advanced Manufacturing uses richer manufacturing_* tables with true
database enums (a Work Order uses released and completed instead of
confirmed and done). Where a term differs between the two, both are noted.
Glossary — A to F
Domain terms and abbreviations, alphabetically. Terms are lower-cased for sorting but keep their usual capitalisation in the definition.
- Actual Cost
- What a production run really cost — actual material, labour, machine, overhead, plus scrap and rework — captured per order and compared against the standard cost to produce a variance. See Production Costing.
- Approval Status (BOM)
- In the Advanced BOM, the approval decision (
pending/approved/rejected) kept separate from the publication status. A BOM can bedraftwhile its approval is stillpending. - Batch / Lot
- Identifiers of a specific run of material or product, used for traceability. Recorded as
batch_number/lot_numberon work orders, inspections, NCRs, and material issues. A lot links a finished item back to the raw materials it was made from. - Bill of Materials (BOM)
- The recipe for a finished good: a header (finished item + output quantity + unit + status) plus component lines and routing operations. Also called a formula in process/batch industries. See Bill of Materials.
- BOM Component
- One raw-material line of a BOM — an item, a quantity, and a unit needed to make the BOM's output quantity. May carry a scrap %.
- Capacity per Hour
- How many units a work center can process in one hour. Master data on the work center; informational (no scheduling logic runs off it in the base module).
- CAPA (Corrective & Preventive Action)
- A managed action program to fix a quality problem's root cause (corrective) and stop it recurring (preventive), usually raised from an NCR. Tracks assignment, action plan, verification, and closure. See Quality Control.
- Compliance Document
- A Philippine regulatory permit or certificate (DTI, BIR, DOLE, FDA, DENR, ISO, or other) with issue and expiry dates and renewal alerts. See Compliance Documents.
- Component
- A raw material or sub-assembly consumed to make a finished good. On a Manufacturing Order the components are a snapshot of the BOM, each with a Required and Consumed quantity.
- Cost per Hour
- The operating cost of a work center for one hour, used to cost the operations that run there.
- Disposition
- The decision on non-conforming material recorded on an NCR:
scrap,rework,use_as_is, orreturn_to_supplier. Recording a disposition does not move stock — adjust inventory separately. - Downtime
- A period a work center was not producing — categorised as breakdown, maintenance, setup, material shortage, or other — with duration and (optionally) cost. Part of Advanced Manufacturing.
- ECO (Engineering Change Order)
- A formal, auditable request to change a BOM — new, revision, or obsolete — with a review/approval/implementation workflow. The ECO authorises the change; the actual BOM edit is done separately. See Engineering Changes.
- Finished Good
- The product a BOM or Manufacturing Order produces. Must exist as an Inventory Item with a default variant before its output can be stocked.
- Flow (+ / −)
- The direction of a stock movement written to
item_inventorieswhen a Manufacturing Order completes:+adds stock (finished good produced),−removes stock (component consumed). See Inventory Movement.
Glossary — G to N
- Inspection
- An actual quality-check event run against a QC Plan, recording quantities inspected/passed/failed, a status, and an overall result. Holds one measurement per parameter.
- Inventory Movement
- A row in the core
item_inventoriesledger recording a change to on-hand stock, with a flow of+or−, a quantity, a unit, and a link back to the Manufacturing Order. Written only when an order is marked Done. - Labor Tracking
- Recording labour time against an order/operation/employee — clock in/out, hours worked, labour
type (
direct/indirect/setup/rework), hourly rate, and computed cost. See Labor Tracking. - Lead Time
- The time from starting/ordering to availability. Considered per component in planning; part of the broader MRP vision rather than a shipped field in the base module.
- Manufacturing Order (MO)
- A single production run against a BOM. Has planned vs produced quantities, scheduling dates, an
optional work center, an auto reference (e.g.
MO-00001), and the lifecycledraft → confirmed → in_progress → done(orcancelled). See Manufacturing Orders. - Material Issue
- A record that a material was physically handed out / consumed against a work order — quantity, lot, unit cost, total cost, and who issued it. A consumption/costing log only; it does not deduct inventory. See Material Requisitions.
- Material Requisition
- A request document listing the materials a work order needs, with line items and an approval
step. Moves
draft → approved(further states exist as labels but are set manually). - Measurement
- The recorded value for one QC parameter during an inspection. Pass/fail is computed automatically against the parameter's Min/Max spec (below Min or above Max = fail).
- MO Component
- A per-order line of required material, copied from the BOM (scaled to the planned quantity) when the order is confirmed. Tracks quantity_required vs quantity_consumed.
- MPS (Master Production Schedule)
- A high-level weekly/monthly production plan built from orders, forecasts, and inventory targets. A planned-vision feature (not shipped in the base module).
- MRP (Material Requirements Planning)
- Automatic calculation of material requirements by exploding BOMs against the schedule and current stock, generating purchase requisitions. A planned-vision feature.
- NCR (Non-Conformance Report)
- A record of a quality defect on a product/order — defect type, severity, root cause, and disposition — that can feed one or more CAPAs.
Glossary — O to Z
- OEE (Overall Equipment Effectiveness)
- A composite equipment-utilisation KPI combining availability, performance, and quality. A reporting/vision metric, not a stored field in the base module.
- Operation / Routing Step
- One ordered manufacturing step (e.g. Cutting, Assembly) performed at a work center, with a sequence and a duration. The ordered set of operations is the routing.
- Priority
- Scheduling urgency. Base MOs use Low / Normal / High (default Normal). Advanced Work Orders add Urgent; ECOs and CAPAs use Low / Medium / High / Critical. Informational — no capacity logic runs off it in the base module.
- QC Parameter
- A single measurable characteristic under a QC Plan (a dimension, a visual check, etc.) with a
target, Min, Max, unit, and an optional critical flag. Type is
measurement/visual/attribute/functional. - QC Plan
- A reusable inspection template tied to an inspection type/stage and sampling method. Parameters hang off it; inspections are run against it.
- Raw Material
- An input item consumed by a BOM/order. Like any Item it needs a default variant to bear stock.
- Requisition
- Short for Material Requisition — a request for materials for a work order.
- Routing
- The ordered sequence of operations (steps at work centers) that produces a finished good. Stored as the BOM's operations and shown read-only on a Manufacturing Order.
- Scrap / Scrap Percentage
- Material lost in production. A BOM component's
scrap_percentageis an expected waste factor; work orders and NCRs also record actual scrap quantities and costs. - Snapshot
- The one-time copy of BOM components onto a Manufacturing Order at Confirm, scaled to the planned quantity, so later BOM edits never rewrite production history. To reflect a recipe change on a confirmed order, create a new order.
- SPC (Statistical Process Control)
- Statistical charting of process measurements to spot variation trends. A planned reporting/ quality feature.
- Standard Cost
- The expected material/labour/machine/overhead cost of a product, rolled up from the BOM. The baseline for variance analysis.
- Stock Posted
- A 0/1 flag on a Manufacturing Order marking that its inventory movements have already been written, so completing again cannot double-post. Set to 1 on Done; never clear it manually.
- UoM (Unit of Measure)
- The unit a quantity is expressed in — piece, kg, litre, meter, hour, etc. The base module reads
core
units; Advanced Manufacturing has its ownmanufacturing_uomwith conversion factors and a base-unit hierarchy (typelength / weight / volume / quantity / time / area). - Variance (favorable / unfavorable)
- The difference between standard and actual cost. Favorable means actual came in under standard; unfavorable means it ran over. Expressed as an amount and a percentage.
- WIP (Work-in-Process)
- Inventory value tied up in partially completed orders — material and labour committed but not yet finished goods.
- Work Center
- A production resource — machine, labour station, assembly line, inspection, or packaging station — where operations run. Carries a capacity/hour and cost/hour. See Work Centers.
- Work Order (WO)
- The Advanced-Manufacturing equivalent of an MO, stored in
manufacturing_work_orders(renamed to avoid colliding with the base MO). Numbered with aWO-prefix; carries ordered/produced/scrapped quantities and lot/batch numbers. Lifecycledraft → released → in_progress → completed(orcancelled). - Yield
- Usable output relative to input. Theoretical vs actual yield with variance thresholds is a batch-record / regulated-profile concept; first-pass yield is a quality KPI.
Legends & status colours
Each status set below is shown two ways: a lifecycle (states left to right, with the success end in green and cancel/fail ends in red) and a legend of the coloured badges. The colours are consistent across the guide:
Manufacturing Order status
The base-module MO lifecycle. Status is plain text enforced by the controller, not a database enum.
draft — new, unconfirmed; editable and deletable.confirmed — committed; BOM components planned onto the order.in_progress — actual start recorded; production running.done — completed; stock movements posted (terminal).cancelled — abandoned (terminal); no stock reversed.Manufacturing Order priority
The base MO form offers three priorities (default Normal). Informational only.
low — lowest scheduling urgency.normal — the default priority.high — elevated urgency.Work Order status (Advanced)
The Advanced-Manufacturing Work Order (manufacturing_work_orders) — a true database
enum. Note released ≈ the MO's confirmed, and completed ≈ the MO's
done.
draft — created but not released.released — released to the shop floor.in_progress — production underway.completed — finished (terminal).cancelled — voided (terminal).Work Order priority is a four-value enum:
lownormal — default.highurgent — top urgency.QC Inspection — status & result
An inspection carries a status (its workflow) and, when finished, an overall result (the verdict). Both are chosen manually — there are no enforced transitions.
Inspection status (pending / in_progress / passed / failed / conditional):
pending — created, not started.in_progress — inspection underway.passed — judged pass.failed — judged fail (usually raises an NCR).conditional — accepted with conditions.Overall result (pass / fail / conditional) and per-parameter
measurement result (pass / fail / na). A measurement is pass
unless the value is below Min or above Max:
pass — within spec.fail — below Min or above Max.conditional — accepted with conditions (result only).na — not applicable (measurement result only).QC Plan — type, sampling, parameter
An inspection plan's inspection type says where in the flow it is used:
incoming — on received material.in_process — during production (default).final — on finished goods.periodic — on a schedule.Plan status, sampling method, and parameter flags:
random — default sampling.100% — inspect every unit.statistical — statistical sampling.Parameter type: measurement · visual · attribute ·
functional. (Only Min/Max drive the automatic pass/fail check.)
NCR — status & severity
A Non-Conformance Report's lifecycle (statuses are free-set — no enforced guard):
open — reported, not investigated.investigating — root-cause analysis underway.action_taken — corrective action applied.closed — resolved (terminal).rejected — dismissed (terminal).Severity (minor / major / critical, default major):
minor — low impact.major — significant defect (default).critical — severe defect.Disposition — the decision on affected material
(scrap / rework / use_as_is / return_to_supplier). No stock moves on any disposition;
adjust inventory separately. See Quality Control.
CAPA — status, type & priority
A Corrective & Preventive Action's lifecycle (statuses are free-set):
open — logged, not assigned.assigned — owner assigned.in_progress — action being executed.verification — effectiveness being verified.completed — done and verified (terminal).cancelled — dropped (terminal).Type: corrective (fix the current problem) · preventive (prevent
recurrence). Priority (low / medium / high / critical, default medium):
lowmedium — default.highcriticalMaterial Requisition status
The full enum (draft / submitted / approved / issued / partial / completed / cancelled).
Only Draft → Approved is wired via the Approve action; the other states exist as valid
labels/filters but are set manually.
draft — new; add line items; can be approved.submitted — enum value; no action sets it.approved — "Issue Materials" becomes available.issued — materials issued (set manually).partial — partially issued; issuing stays available.completed — fully fulfilled.cancelled — voided.ECO status, change type & priority
The Engineering Change Order workflow
(draft / submitted / under_review / approved / rejected / implemented):
draft — being prepared; only state that can be submitted.submitted — sent, awaiting review.under_review — being evaluated; exposes Approve/Reject.approved — authorised; ready to implement.implemented — change carried out (terminal).rejected — declined (terminal).Change type: new (introduce a BOM) · revision (modify) ·
obsolete (retire). Priority
(low / medium / high / critical, default medium):
lowmedium — default.highcriticalCompliance Document status
Regulatory permits track validity toward expiry
(active / pending_renewal / expired / suspended):
active — permit current and valid.pending_renewal — nearing expiry, renewal in process.expired — past the expiry date.suspended — suspended by the authority.Document type: dti_registration · bir_permit ·
dole_certificate · fda_license · denr_permit ·
iso_certificate · other. Renewal alerts fire ahead of expiry
(default 30 days before). See Compliance Documents.
BOM & Work Center — active / inactive
In the base module, BOMs and Work Centers use a plain-text status defaulting to active.
active — usable record (default).inactive — retired / not offered for selection.The Advanced BOM header adds a richer publication status
(draft / pending_approval / approved / obsolete) alongside a separate
approval status:
draft — recipe being drafted.pending_approval — submitted for approval.approved — approved for production.obsolete — retired, no longer usable.Other enumerations
Advanced-Manufacturing tables define several more classifying enums. These are types/categories, not workflow states, so they are shown as plain badges.
Order operation status
pending — step not started.in_progress — step running.completed — step finished.skipped — step bypassed.Downtime
open — downtime ongoing/unresolved.resolved — machine back up.Downtime type: breakdown · maintenance · setup ·
material_shortage · other.
Classification enums (types, not statuses)
| Enum | Where used | Values | Notes |
|---|---|---|---|
work_center_type |
Advanced Work Center | machine, labor, assembly, inspection, packaging |
Kind of production resource. |
bom_type |
Advanced BOM header | manufacturing, assembly, kit, engineering |
Default manufacturing. |
item_type |
Advanced BOM item line | raw_material, component, sub_assembly, consumable |
Classifies a BOM line. |
uom_type |
Manufacturing UoM | length, weight, volume, quantity, time, area |
Category of a unit; carries a conversion factor. |
labor_type |
Labor tracking | direct, indirect, setup, rework |
Default direct. |
setting_type |
Manufacturing settings | string, number, boolean, json |
Data type of a setting value; default string. |
Compliance alert tiers (dashboards)
The compliance dashboard uses a traffic-light convention independent of a record's stored status: