Home Production Production Planning - Ver 25 Planning Stages
Production
Planning Stages
Overview#
Production Planning assists organisations in managing all their production tasks. The Edit Stages interface lets you set up all the stages that jobs must go through. These stages are unique to each organisation.
Navigation Example Main Menu > Production > Production Planning > Menu (button) > Edit Stages
List View#
Button Description New Creates a new Stage . Actions Batch Update: Change all the selected records when Update (button) is clicked. The options are:Status: Checkbox to change the status to Active if checked, or Inactive if unchecked.Group: Adds the stages to the Group selected on the dropdown list.Set to Ready: Sets the stage to Complete (Comp), Partially Complete (P/Comp), Assembly Partially Complete (ASM P/Comp), or Assembly Complete (ASM Comp), based on the selection on the dropdown list.Tracking: Checks the stages for which tracking is required. Checked = Tracking required.Shift: Select a shift from the dropdown lists of shifts (as created for that organisation .)Team: Changes the number of Team numbers to the number entered in the block.SQL (Group and Task): Updates the Group and Task SQL generated descriptions for the stage selected in the dropdown list.Add Default Statuses: Adds the Default Statuses to the selected stages.Menu Refresh: Refreshes the display.Edit Task Description (SQL): Opens a SQL editor and lets you customise or automate the task description.Layout & Grid Save Save (All Users) Restore Default (All Users)
Fields Explained#
Field Description ID The system-generated number for the stage. Status The current Status of the stage. Description The Description of the stage. Code The Code for the stage. Group The Stage's Group . Set to Ready Selects which Status sets the Stage to Ready. The options are:Part Complete: Partially Complete.Complete: Complete. Type The Type of stage. Tasks (SQL) Indicates whether SQL is used to automate task descriptions. Workstation The name of the Workstation. Shift The name of the Shift . Setup Checkbox. If checked, Setup is tracked. Run Checkbox. If checked, Run is tracked. Washup Checkbox. If checked, Washup is tracked. Team The number of team members. Order A system-generated number indicating the sequence that stages should be completed in. Date Updated The date on which the stage was updated. Updated by The User who updated the stage. Menu (...) A submenu that can also be accessed by right-clicking the line.Edit: Edit the record.Delete: Delete the record.Move Up: Moves the record one line up.Move Down: Moves the record one line down.
Edit View#
Button Description ⬆️⬇️ Navigates to the next or previous stage. Edit Makes the stage editable. New Creates a stage. Delete Deletes the stage. Save Saves any changes. Copy Copies the stage to create a stage. Menu Refresh: Refreshes the display.Edit Task Description (SQL): Opens a SQL editor and lets you customise or automate the Task Description .Layout & Grids Save Save (All Users) Restore Default (All Users)
Field Description Status Bar Status dropdown list: Set a Status for the stage.Status Note: Enter a status note.Updated: Displays the Date the Stage was updated or created.by: Displays the name of the User who updated the stage or created.Description Type in a description. Set to Ready Select which completion status sets the stage to ready. The options are:Part Complete: Partially Complete.Complete: Complete. Code Type a code (abbreviated description) for the stage. Group Select a Group from the dropdown list. Type Select a Type from the dropdown list. Team Type in the number of team members. Groups (SQL) Indicates that SQL is used to automate or customise group descriptions. Only available if Gro ups are enabled under settings. Tasks (SQL) Indicates that SQL is used to automate or customise task descriptions.
Button Description Add Status (button) Add a Status to the stage. Arrow on Add Status (button) Add all the Default Statuses to the stage.
Columns Explained#
Info Fields marked in blue (✎) can be edited.
Field Description ID The system-generated number for the Status. Colour Edit the colour of the Status . Status Edit the Description of the Status . Default The Status Group that this status belongs to. Order A number indicating the sequence in which Statuses are filled. It is important to order the Statuses correctly. Menu (...) A submenu that can also be accessed by right-clicking a line item.Move Up: Moves the status one line up.Move Down: Moves the status one line down.Delete: Deletes the status.
Workstation Fields Explained#
Info This field appears when the Type is set to Production.
Field Description Workstation A dropdown list of Workstations for you to select one. Shift A dropdown list of Shifts for you to select one. Tracking Checkboxes that indicate if the stage components are tracked.
Supplier Fields Explained#
Info This field appears when the Type is set to Outwork.
Field Description Supplier A dropdown list of Suppliers for you to select one and add it by clicking Add (button).
Learn More
