Production

💡These articles explain production planning (Ver 25 and Ver 26), the timekeeping module, worktickets and Cost of Sales report.

Articles#

• 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.
• Production Planning - Ver 25: Lists the Ver 25 Production Planning pages: planning stages, settings, the production views and the Tracker app.
• Production Planning - Ver 26: Lists the Ver 26 Production Planning pages: planning stages, settings, the production views, the Tracker app and how planning works.
• Production Planning Board Tutorial: Shows how to read the Planning Board, filter it by stage or rep, adjust and order dates, and open jobs, notes, Kanban Boards and variances.
• Production Planning Dashboard Tutorial: Shows how to read the Planning Dashboard and its capacity and loading graphs, and how to change the number of resources and the shifts.
• Production Planning Gantt Tutorial: Shows how to read the Gantt View for a stage or job, change its time scale and filter tasks by status.
• Production Planning Jobs Tutorial: Shows how to add jobs to and remove them from production, manage due and required dates, view progress and variances, and edit a job's tasks.
• Production Planning Materials Tutorial: Shows how to view materials by due or required date, change their statuses and create multiple Goods Issued transactions or purchase orders.
• Production Planning Outwork Tutorial: Shows how to view outwork by due or required date, change outwork item statuses and create multiple purchase orders.
• 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 Planning Setup Guide: Shows how to set up Production Planning, create shifts, and create, copy and edit stages, including task and group descriptions in SQL.
• Production Planning Tasks Tutorial: Shows how to edit task dates, statuses and descriptions, lock tasks, add notes and NCRs, filter tasks and open timekeeping, variances and source transactions.
• Production Planning Timekeeping Tutorial: Shows how to change timekeeping statuses and completed or spoiled quantities, filter by stage or status, and open linked jobs, transactions and Cost of Sales.
• 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.
• Timekeeping Module Tutorial: Shows how to filter and view timekeeping records, create, edit, copy and delete them, change statuses and references, and edit Reference and Downtime Codes lookup lists.
• 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.