{"id":9968,"date":"2022-01-13T08:28:52","date_gmt":"2022-01-13T16:28:52","guid":{"rendered":"https:\/\/www.qad.com\/blog\/?p=9968"},"modified":"2025-04-16T11:49:27","modified_gmt":"2025-04-16T18:49:27","slug":"people-in-manufacturing-production-planner","status":"publish","type":"post","link":"https:\/\/www.qad.com\/blog\/2022\/01\/people-in-manufacturing-production-planner","title":{"rendered":"People in Manufacturing: Production Planner"},"content":{"rendered":"<p>[vc_row][vc_column][vc_single_image image=&#8221;9969&#8243; img_size=&#8221;full&#8221;][vc_column_text]<span style=\"font-weight: 400;\">In modern manufacturing, nothing is certain except that everything changes. While many positions within an organization may have the same titles they did historically, the tasks and processes have changed completely. That pace is only getting faster, prompting a need for more agile, adaptive ERP solutions. Here\u2019s a look at how the role of the production planner has changed over time, and why traditional ERP is no longer good enough.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Basic Responsibilities<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Production planners are charged with determining the products to be run throughout the manufacturing operation, and the specific sequence of the work to be performed. They often have the responsibility of determining lot sizes, and they may be able to select alternate routings that help to alleviate bottlenecks or delays. Most production planners manage one or more product lines, or they may be responsible for scheduling in a specific department or work center. In either case, the job requires the ability to collaborate with other planners who may be vying for shared resources and equipment. Communication with shop floor supervisors and managers is critical, and the ability to react quickly to changes caused by unplanned downtime or customer requirements is another key.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s compare recent production methodologies.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Historical Methodologies<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If we look back as far as the Industrial Revolution, production planning looked quite different. There was little visibility into available inventory to complete work orders, so they were \u201ckitted\u201d days or weeks in advance and staged to ensure certain components were available. Schedules were originally created manually and communicated and tracked using either cardboard or magnetic strips. Job records were moved through visible production schedules by moving the strips to different operations or work centers in response to daily work reporting\u2014paper forms filled out the day before by shop floor personnel. Later, spreadsheets became a common communication method, but walking around the shop floor and peering at the work in queue at work centers was the best way to keep a handle on production status.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dispatch lists were often handwritten or were simply communicated by the order in which work order routings were stacked on the supervisor\u2019s desk.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Response to unplanned downtime often required scrambling to find another work order to fill the gap, and there was little ability to determine how a specific work order affected customer orders or even revenue targets.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The biggest problems were cumbersome manual processes that were prone to frequent errors at every step, lack of visibility, and few or no planning tools. Planners for different product lines or work centers might use different scheduling and communication methods, depending on what worked best for them and their stakeholders. A typical <\/span><a target=\"_blank\" href=\"https:\/\/www.qad.com\/blog\/2021\/07\/augmented-analytics-how-alexa-became-a-production-planner\" rel=\"noopener\"><span style=\"font-weight: 400;\">production planner<\/span><\/a><span style=\"font-weight: 400;\"> of the time could reasonably handle 100-300 work orders a month.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Methodologies Using Traditional ERP<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The advent of <\/span><a target=\"_blank\" href=\"https:\/\/www.qad.com\/what-is-erp\" rel=\"noopener\"><span style=\"font-weight: 400;\">enterprise resource planning<\/span><\/a><span style=\"font-weight: 400;\"> (ERP) made the production planner\u2019s job much simpler. Work orders were prioritized by their required date, and schedules and dispatch lists were generated and either printed or visible on screens.<\/span><\/p>\n<p><a target=\"_blank\" href=\"https:\/\/www.qad.com\/blog\/2021\/04\/the-evolution-of-barcode-systems\" rel=\"noopener\"><span style=\"font-weight: 400;\">Barcoding<\/span><\/a><span style=\"font-weight: 400;\"> and other data collection methods made information available in near real time, so it was possible for planners to get a reasonably accurate assessment of shop floor status from their desks, although checking status by walking around was still a common practice.<\/span><\/p>\n<p><a target=\"_blank\" href=\"https:\/\/www.qad.com\/blog\/2021\/06\/erp-vs-mrp-key-differences-and-features\" rel=\"noopener\"><span style=\"font-weight: 400;\">MRP<\/span><\/a><span style=\"font-weight: 400;\"> made it easier to order required materials on time, and most ERP systems had the ability to calculate whether components were available for an order without having to physically pull components.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The job still required the ability to think fast in response to unplanned downtime, damaged tooling, or inaccurate inventory records. The production planner still had to be an excellent communicator, but even then, they had little to no visibility into which customers would be affected by a particular work order.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The traditional push system of production scheduling gave way to pull systems, where work centers requested work or materials as required, which simplified the detailed scheduling job.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Because the ERP systems in use had little ability to function with different processes by user, in most companies, all planners were required to use the same processes. There were some slight variations such as using work orders versus schedules, kitting versus backflushing components, and printed versus on-screen schedules, but most tasks followed the same flow for everybody in a role.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Methodologies Using Adaptive ERP<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">While ERP solutions will still come with built-in best practice business processes, individual users within a role can make changes to suit their own workstyles and responsibilities. For production planners, this may mean using an <\/span><a target=\"_blank\" href=\"https:\/\/www.qad.com\/adaptive-ux\" rel=\"noopener\"><span style=\"font-weight: 400;\">adaptive UX<\/span><\/a><span style=\"font-weight: 400;\"> that supports personalization of screens and processes for each user and activity.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With an adaptive ERP, if a planner only works with one product line or one work center, they may choose to have it set as a default so they don\u2019t have to enter or select it every time\u2014or even set it up so the field doesn\u2019t even appear on their screens.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They may set up personalized queries that automatically include their products, or that show only orders sitting at bottlenecked operations so they can take steps to ensure customer deliveries happen on time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Further, an adaptive ERP solution will be as much a platform as it is a complete system, so organizations undergoing <\/span><a target=\"_blank\" href=\"https:\/\/www.qad.com\/blog\/2020\/07\/rethinking-your-digital-transformation-strategy\" rel=\"noopener\"><span style=\"font-weight: 400;\">digital transformation<\/span><\/a><span style=\"font-weight: 400;\"> can create unique processes tailored exactly to their needs while also supporting their differentiators\u2014without having to touch the inline system code.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Operating in the cloud, adaptive ERP solutions free up the in-house IT team to focus on creating these unique processes that simplify and improve customer and user experiences.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">What Methodology Do You Follow?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Most manufacturers understand that their business must change and undergo a digital transformation to stay competitive, but it\u2019s hard to create something without the proper tools. It\u2019s important for the production planner to ensure their product lines and work centers are operating smoothly using effective scheduling and communication methods. Your existing ERP solution may be cutting it, but it may also be worth exploring a more <\/span><a target=\"_blank\" href=\"https:\/\/www.qad.com\/blog\/2021\/10\/introducing-qad-adaptive-erp-2021-1\" rel=\"noopener\"><span style=\"font-weight: 400;\">adaptive ERP<\/span><\/a><span style=\"font-weight: 400;\">.<\/span>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_single_image image=&#8221;9969&#8243; img_size=&#8221;full&#8221;][vc_column_text]In modern manufacturing, nothing is certain except that everything changes. While many positions within an organization may have the same titles they did historically, the tasks and processes have changed completely. That pace is only getting faster, prompting a need for more agile, adaptive ERP solutions. Here\u2019s a look at how the role [&hellip;]<\/p>\n","protected":false},"author":56,"featured_media":9969,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[200,182],"tags":[773,1980,708,411,1975,1976,1979,1977,1435,1962,749,1978],"class_list":["post-9968","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-culture","category-featured","tag-adaptive-erp","tag-communication","tag-customer-requirements","tag-digital-transformation","tag-enterprise-trends","tag-people-in-manufacturing","tag-production-methodologies","tag-production-planner","tag-production-planning","tag-scheduling","tag-shop-floor","tag-traditional-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>People in Manufacturing: Production Planner | QAD Blog<\/title>\n<meta name=\"description\" content=\"Learn 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