Learning Path: Production Managers and Planners

💡This path lists the topics for production managers and planners.

New to BOS Enterprise? Start with Learning Path: Every User.

1. Plan the Work

Understanding Production Planning (Ver 26): Describes the three planning models, a recommended planning method, task statuses, how a job moves through the board and answers to common scheduling questions.
Production Planning Process Guide: Describes how to break large jobs into phases or sub-jobs and manage a shop floor that mixes big and small jobs without bottlenecks.
Production Views (Ver 26): Lists the Ver 26 production views: the Board, Kanban Board, Dashboard and Gantt views and the Jobs, Materials, Outwork, Tasks and Timekeeping views.
Worktickets: Describes the Workticket models grouped by service or by assembly, how to number service codes for them and the Data Pipelines each model uses.

Materials Requirement Planning (MRP): Describes the MRP module, its user and Transaction settings and the view used to check stock availability and adjust quantities for Sales and Work Orders.
Stock Quantities Process Guide: Explains which transactions move stock and how In Stock, Reserved, On Order and Available are calculated, with stock checks, units and locations.

Timekeeping Module: Describes the Timekeeping module, where you record and manage timekeeping from every source, with its general, transaction and user settings and list and edit views.
Tracker Reference: Describes the Tracker app for Windows: Dual and Connected modes, its general and Transaction Type settings and the Login, Manage and Start screens.
Mobile App Timekeeping (Production Planning): Describes the Tracker login, the task list, its menu options and starting and stopping timekeeping on production tasks.

Non-Conformance Reports Reference: Describes NCR settings, categories and types, and the list and edit views with their tabs.
Cost of Sales: Describes the Cost of Sales report, which compares costs with sales per transaction and item, with its costing settings, views, filters, fields and expense allocation.