Production Planning - Settings

Overview#

Production Planning assists organisations in managing all their production tasks. It can be set up for Sales, Work and Purchase Orders. It also works with the Tracker Application.

The settings below determine how Production Planning is applied in an organisation.

Settings#

General (tab)#

• Production Planning > Enable Groups and Tasks: 
  • A checkbox. If checked, enables Groups and Tasks.
  • When there are many small jobs, they can be grouped as one task on the board, to prevent the board from becoming cluttered. For example, many small cutting jobs can be grouped to a Cutting Group, which appears on the board. The smaller jobs can be seen by selecting View / Edit Jobs from the context menu on the Jobs View.
  • Tasks can set the Group as follows:
    • If a Task is Busy > Set Group to Busy or Part Complete.
    • If all the Tasks are Complete > Set Group as Complete and update the Quantities and Hours.
    • If all the Tasks are Planned or Ready > Set Group to Planned or Ready.
  • Group Statuses can be set to affect all Tasks:
    • New/Planned/Ready/Complete > Set all Tasks to the same Status.
• Production Planning > Hide New Tasks on the Board View: 
  • If checked, does not show Tasks on the Board until they are planned.
  • The tasks can still be seen under Task View and on the Kanban Board, just not under Board View.
• Production Planning > NCR – Category: Provides a dropdown list of NCR categories for you to select the one that applies to production. Allows NCRs to be created from Task View.
• Production Planning > Set Complete Quantity in Tasks (Manual): Checkbox. If checked, the complete quantity can be manually edited. If unchecked, the complete quantity can only be set using the Tracker app.
• Production Planning > Set Task Quantity from: 
  • Select the Task Quantity from one of these options:
    • Service: Use when you are tracking by time (e.g. something takes x hours to complete).
    • Assembly: Use when you want to track the Assembly quantity.
    • Root Assembly: Use when you want to track the Root Assembly quantity.
    • Estimate: Use when you want to track the Estimate quantity.
• Production Planning > Show Progress (Qty):
  • If checked, shows the Quantity made so far.
  • If your option under Set Task Quantity is Service, uncheck this checkbox because this progress will match the Service progress.
• Production > Show Linked Transaction No./s in Job View: A dropdown list of Transaction Types for you to select one.

Transactions (tab)#

• Add the following options to the Transaction Type that you want to use for Production Planning (e.g. Sales Orders, Work Orders, Purchase Orders).
  • Production Planning > Enable Materials in Production Planning: If checked, it uses the Transaction Type as the default for materials.
  • Production Planning > Enable Outwork in Production Planning: If checked, it uses the Transaction Type as the default for outwork.
  • Production Planning > Enable Tasks in Production Planning: If checked, it uses the Transaction Type as the default.
  • Production Planning > Transaction used for Goods Issues: If checked, it uses the Transaction Type as the default.
  • Production Planning > Transaction used for Purchases: If checked, it uses the Transaction Type as the default.
  • Transactions > Caption for Start Date (Production Planning): A caption can be entered in the Value column. If a caption is entered.
• If your company uses our Tracker Application, set the following Tracker options:
  • Module: Deliveries (e.g. Delivery Notes).
  • Module: Field Service (e.g. Work Orders).
  • Module: Issue Goods (Select the Issue Transaction) (e.g. Goods Issued).
  • Module: Issue Inventory (Select the Issue Transaction) (e.g. Goods Issued).
  • Module: Receive Goods (Select the Receive Transaction) (e.g. Goods Received).
  • Module: Receive Inventory (Select the Receive Transaction) (e.g. Goods Received).
  • Module: Timekeeping (e.g. Work Orders).

Users (tab)#

• General > Production Planning – Access Allowed: The options are None, View Only or Full Access.
• Production Planning > Enable Views: Provides a list of all the production views. You can select which views to enable by checking or unchecking the specific checkboxes. (Default = All views).
• Production Planning > Default View: Provides a dropdown list of all the production views. Select which view should open by default. (Default = Dashboard).
• Setups > Production Planning Settings – Access Allowed: Checkbox that allows access if checked.
• Setups > Tracker – Access Allowed: Checkbox that allows access if checked.