Production Planning assists organisations in managing all their production tasks. The Jobs View displays all the jobs that are in the pipeline. From this view, jobs can be moved into Planning and Production Stages. This view also has multiple Actions that can be used to manage the jobs.
Navigation Example
Main Menu > Production > Production Planning > Menu (button) > Jobs
Generates a list of jobs based on the selected filters.
Output
Display a list of templates if created, else displays No available Templates.
Actions
Performs the action on all the selected records. The options are:
Job Actions (Multi-selected)
Batch Update: Perform an action on all the selected records once the information is supplied and the Update (button) is clicked.
Due Date: Changes the due date to the date selected.
Req Date: Changes the required date to the date selected.
Set Due Date to Req Date: Sets the due date to match the required date.
Set Req Date to Due Date: Sets the required date to match the due date.
Start Date: Sets the start date and time to the ones selected on the calendar and time chooser.
Status (Active): Changes the Status to the one selected from the dropdown list.
Set the Job Status Complete: Sets the status of the job to complete.
Add/Update Planning:
Adds the planning abbreviations (one for every stage) to the job.
Jobs do not yet appear on the Board.
The abbreviations are not yet colour-coded.
Remove from Planning:
Completely resets the job.
All transactions relating to the job execution are deleted.
The abbreviations are removed.
You must restart the sequence of events (1. Add/Update Planning, 2. Set Tasks to Planned).
Set Tasks to Planned:
Places the task in Production.
Places the tasks on the Board.
Colour codes the abbreviations.
It is recommended to limit the number of tasks set to planned to either a fixed number (e.g. 30) or those that will be executed in the next few days so as not to flood the Board with tasks.
Set Tasks to Planned (First to Ready): See above (Set Tasks to Planned) for the steps. Sets the tasks at the top of the list to Ready.
Set Tasks to New:
Removes the Task from the Planned Status and resets it to New.
The Task is removed from the Board.
You must reset the Task to Planned at a later stage.
Schedule from Start Date
This action recalculates the dates based on the Start Dates, working forwards.
Schedule from Due Date:
When production stalls, this action recalculates all the dates based on the Due Dates, working backwards, to set the last dates on which the jobs can be started to still meet the Due Date deadline. It sets the Start Date equal to the first task's Start Date.
This feature lets you replan your Board so that jobs with the nearest Due Dates are completed first.
Update Actions (All Jobs)
Set Start/Finish from Now: This feature adjusts the stages to start from now.
Set Start/Finish by Dependency: This feature sets the start and finish dates based on the preceding jobs. (If Task A must first be completed before Task B can start, Task B's start date is set to equal Task A's end date.).
Sorting Actions (All Jobs)
Order all Stages by Start Date: This action reorders the jobs on the job board to list them in Start Date sequence. No change appears under Jobs View.
Order all Stages by Status and Start Date: This action reorders the jobs on the Board to first list them by Status, and then by their Start Dates. No change appears under Jobs View.
Menu
Reset Data Filters: Resets the connected filters.
Views: Switches to the different views:
Dashboard: A visual representation of all the Stages.
The system-generated number for the VAT on the item.
Status
The job's Status.
Trans
An abbreviation indicating the Source Transaction Type of the job (e.g. WO for Work Order).
WO No.
The Work OrderNumber.
Date
The Work Order Date.
Assign to
The user the job is assigned to.
Rep
The rep that deals with the customer.
SM No.
The linked service ticket number.
Company
The customer or supplier requiring the job.
From
The Transaction from which the Work Order, for example, was copied from.
Acc No.
The Customer's or Supplier's account number.
Required Date
The date on which the customer requires the job. If the date has passed, it appears in red.
@ (Required Time)
The time by which the job must be delivered to the customer.
Start Date
The start date. This field only appears if a caption is provided. The caption might not be Start Date.
@ (Start Time)
The start time (See Start Date below).
Due Date
The date on which production should complete the job. If this date is later than the required date, it appears in red.
@ (Due Time)
The time by which production should complete the job.
Reference
The Reference filled in on the source document.
Due Date (PO)
The Due Date of the Purchase Order
Description
The Item's Description.
Code
The Item's Code.
Category (Item)
The item's category.
Subcategory
The item's subcategory.
Group
The item's group.
Subgroup
The item's subgroup.
Routing
Only applies to jobs that have entered the Planning Stage.
Displays either a white (planning active) or colour-coded abbreviation (planned) for each Production Stage. When not using Groups or Tasks, the actual routing appears.
Note
The item's note entered on the transaction.
Workstation
The name of the workstation.
Category (Trans)
The transaction's category.
NCR No.
The number of the non-conformance report (NCR). This field is highlighted in orange for the original transaction, and in green for the remake work order.
NCR Qty
The quantity that exceeds the specifications (e.g. The Quantity on a Work Order linked to an NCR).
Req Qty
The quantity that is Required.
Comp Qty
The quantity that was Completed.
Spoil Qty
The quantity that was Spoilt.
Out Qty
The quantity that is still Outstanding.
Operators
The name of the Operators where timekeeping records exist.
Est Hrs
The Hours that the job was Estimated to take.
Act Hrs
The ActualHours that the job took.
Var Hrs
The Difference between the Actual and EstimatedHours.
Tasks %
The percentage that tasks are complete.
Material (%)
The percentage of materials received or issued. You can use the Small Filter Icon that appears when you hover over the title and select 100% to show jobs where all the materials are available.
Outwork %
The percentage of Outwork completed.
Menu (...)
View/Edit Job: Switches to a Job View that shows all the individual components of the job.
View Task Progress: Switches to Task View to show the percentage completion of each task included in this job.
View Materials Progress: Switches to Material View to show the availability of materials needed for this job.
View Outwork Progress: Switches to Outwork View to show which quantities are received and which are still outstanding from outsourced tasks.
View Gantt: Switches to Gantt View and displays a detailed list of all the tasks, including their Start and FinishTimes, accompanied by a visual representation.
View Timekeeping: Switches to the Timekeeping View to display any timekeeping records associated with this job.
Add/Update Planning: Creates the planning icons (abbreviations) for the job.
Set Tasks to Planned: Places the task in production.
Set Tasks to Planned (First to Ready): Places the task in production and marks the tasks at the top of the list to Ready.
Set Tasks to New: Removes the task from the Planned Status and resets it to New.
Open Transaction: Opens the underlying transaction (e.g. Work Order).
Open Linked Transactions: Opens a list of transactions in the right panel that are linked to the job.
Open Cost of Sales: Switches to the Cost of Sales report and provides a detailed list of Actual vs Estimated Quantities and Variances.
Open SM Ticket: Opens the linked service ticket.
TransID
The system-generated number allocated to the transaction.
For Production Planning to be successful, the Costings and Hours must be set correctly on the item. Ideally, group the items. For example, multiple cutting actions can be grouped into a cutting job. The job then displays Cutting, and this interface displays all the small cutting actions.
Add/Update Planning: Creates the planning icons (abbreviations) for the job.
Remove from Planning:
Completely resets the job.
All transactions relating to the job execution are deleted.
The icons are removed.
The sequence of events must be restarted (1. Add/Update Planning, 2. Set Tasks to Planned).
Set Start/Finish from Start Date:
Adjusts the Finish dates based on the current start dates.
Set Start/Finish from Due Date:
When production stalls, this action recalculates all the dates based on the Due Dates, working backwards, to set the last dates on which the jobs can be started to still meet the Due Date deadline. Also functions to reorder the jobs according to their Due Dates.
Status Bar: An empty space on the Status Bar for you to type in a note.
Required Date: A calendar for you to set or edit the Required Date. (The date on which the customer wants the goods).
Required Time: A time chooser for you to set or edit the Required Time.
Start Date: A calendar for you to select the Start Date.
Start Time: A time chooser for you to select a Start Time.
Due Date: A calendar for you to set or edit the Due Date. (The date on which production must complete the processes.) The due date needs to account for the time the job will take to complete.
Due Time: Set or edit the Due Time.
Company
The name of the customer or supplier.
Contact
The customer's or supplier's contact person.
Reference
A description of the item, obtained from the reference field of the source document.
From
The source transaction (e.g. Sales Order) if one was used to create the current transaction (e.g. Work Order).
Assign to
The User the job was assigned to.
Rep
The sales Rep allocated to that customer.
Date
The date of the original transaction (e.g. Work Order).
Show Notes
Toggles showing or hiding Task notes.
Automatic Row Height
If checked, will adjust the row heights to fit the full description.
Update
A dropdown list of actions that are applied to all the selected records when you click Update (button). The options are:
Start Date: Sets the start date and time to those selected in the adjacent blocks.
Finish Date: Sets the finish date and time to those selected in the adjacent blocks.
Status: Sets the Status to the status clicked.
Stage: Sets the Stage to the one selected from the dropdown list.
Adjust Qty: Sets the Completed and Spoiled Quantities to the quantities entered in the respective blocks.
Req Qty: Sets the Required Quantity to the quantity entered in the adjacent block.
