Production Planning assists organisations in managing all their production tasks. The Board displays a summary of all the jobs that are currently in production or queued to enter production.
Navigation Example
Main Menu > Production > Production Planning > Menu (button) > Board
Each stage has a column. Below each stage, the jobs are listed and colour-coded according to their statuses.
Individual Jobs
Status Bar: Colour-coded to indicate the status of the job. Displays the job number and the Customer.
Description: The field below the Status bar shows the full Description of the job.
Schedule Summary (next to the word Schedule):
Displays the Time to Start (TTS), which will either be a value to indicate the job starts in x number of hours or will show NOW if the job is due to start.
Jobs that are late (according to their Due Dates) are highlighted red with the word LATE and include the number of hours.
Jobs are considered late if their due dates are later than today, or the required date.
Schedule Expanded (below the word Schedule):
Start (Est): Displays the Estimated Start Time. Hidden if the job has started.
Start (Act): Displays the Actual Start Time.
Duration Summary (next to the word Duration):
Displays how long the job will take in hours.
Duration Expanded (below the word Duration):
Estimated: Displays the Estimated Hours that the job will take.
Actual: Displays the Actual Hours that the job took.
Progress Summary:
Displays the Quantity that is required next to the word Progress.
Progress Expanded (below the word Progress):
Required Qty: Displays the quantity required.
Complete Qty: Displays the quantity completed.
Menu (...)
(right-click context menu)
View/Edit Job: Opens a popup with the detailed jobs.
View/Edit Note: Opens a note editor to view or create notes.
Highlight: Toggles highlighting the job number in black across all the stages.
Open Kanban Board: Opens a Kanban Board that displays the jobs according to their statuses – one status per column. In this view, jobs can be dragged from one Status to another (e.g. when a job with a Planned Status can be dragged to Ready Status and the job's Status is changed).
Open Transaction: Opens the source transaction (e.g. Work Order).
Open Cost of Sales: Opens the Cost of Sales interface and filters to the particular transaction you accessed the report from.
Open Customer Summary: Opens a summary of the customer's information on the right.
Task Actions
Next Status: Sets the next status.
Previous Status: Sets the previous status.
Set to Ready: Sets the status to ready.
Set to Complete: Sets the status to complete.
Stage Actions
Set Start/Finish from Now: Adjusts the Stage to set the Start date of the job at the top to Now and adjusts the times of the other jobs accordingly.
Order by Start Date: Changes the display so that jobs are ordered by their Start Dates.
Order by Status and Start Date: Changes the display so that jobs are first ordered by their Statuses and then by their Start Dates.
View Status Key: Pops up a list of available statuses with their colour-coding.
