Production
Outwork View
Overview#
Production Planning assists organisations in managing all their production tasks. The Outwork Interface displays the status of all outsourced jobs.
Navigation ExampleMain Menu > Production > Production Planning > Menu (button) > Outwork
| Button | Description |
|---|
| View | Generates a list of outwork tasks based on the selected filters. |
| Actions | Performs the action on all the selected records. The options are:- Batch Update: Perform an action on all the selected records once the information is supplied and the Update button is clicked.
- Status (Item): Changes the item's Status to the one selected on the dropdown list.
- Purchase Orders:
- Displays the name of the linked purchase order.
- Creates purchase orders for all the selected items for their outstanding quantities (which can be edited on the purchase order).
- Sets the applicable items to the first Active status unless it is on a higher status.
- Only displayed if:
- A Purchase Order is selected for the Transaction Setting: Production Planning > Transaction Used for Purchases.
|
| Menu | - Reset Data Filters: Resets the connected filters.
- Views: Switches to the different views:
- Dashboard: A visual representation of all the Stages.
- Jobs: A list of all the Jobs in the queue.
- Tasks: This view displays all the Tasks in Planning in a grid view.
- Materials: A list of all the Materials needed and their availability.
- Outwork: A list of all the outsourced jobs and their Statuses.
- Board: This view is an ordered list of the production Stages: each Stage containing an ordered list of Tasks or Groups (Task Packages).
- Gantt: A detailed list of every Stage or Job, listing all the tasks and times accompanied by a visual representation.
- Timekeeping: A list of all the Timekeeping Records.
- Settings
- Edit Stages: Creates the stages that appear on the graph.
- Export
- Layout & Grid
- Save
- Save (All Users)
- Restore Default (All Users)
|
Filters Explained#
| Filter | Description |
|---|
| Set | Select a date option (e.g. Today, This week or to select No Date to view all the records). |
| Arrows | Adjusts the dates in the direction of the arrow. |
| Date ... to | Customise the date selection. |
| Radio Buttons | - Due Date: Works with the date fields. Displays records that are due on the selected date.
- Req Date: Works with the date fields. Displays records that are required on the selected date.
|
| Show | Filter the records. The options are:- All: Displays all the records.
- Outstanding: Displays only the outwork that has outstanding quantities.
- Complete: Displays only outwork that is complete.
|
Fields Explained#
| Field | Description |
|---|
| Field Chooser (*) | Add or remove columns. |
| VATITEMID | The system-generated number for the VAT on the item. |
| Status (Trans) | The transaction's Status. |
| Trans | An abbreviation of the Transaction Type. |
| Trans No. | The system-generated number allocated to the Transaction Item. |
| From | The Transaction from which the Work Order, for example, was copied from. |
| SM No | The linked service ticket number. |
| Date | The date of the source transaction. |
| Req Date | The date on which the customer requires the job. |
| @ (Req Time) | The Time by which the job must be delivered to the customer. |
| Start Date | The date on which the outwork was started. |
| @ (Start Time) | The time by which the outwork was started. |
| Due Date | The Date on which production must complete the job. |
| @ (Due Time) | The Time by which production wants or can complete the job. |
| Company | The Customer requiring the job. |
| Status (Item) | The item's Status. |
| Description | The item's Description. |
| Text1 | User-defined input fields (as per Transaction Types). The captions appear if only one Transaction Type is enabled for production planning. |
| Text2 | User-defined input fields (as per Transaction Types). The captions appear if only one Transaction Type is enabled for production planning. |
| Text3 | User-defined input fields (as per Transaction Types). The captions appear if only one Transaction Type is enabled for production planning. |
| Code | The item's Code. |
| Reference | The item's Reference. |
| Supplier | The supplier doing the outwork. |
| Qty (Req) | The quantity that is required. |
| Unit | The material item's Unit. |
| Qty (PO) | The quantity on the Purchase Order. |
| Qty (Out) | The quantity that is Outstanding. |
| Due Date (PO) | The Due Date of the Purchase Order. |
| Status (PO) | The Status of the Purchase Order. |
| Last PO | The number of the last purchase order created. |
| Menu (...) | A context menu that can also be accessed by right-clicking a line item.- Open Last PO: Opens the purchase order displayed in the Last PO field.
- Open Transaction: Opens the underlying transaction (e.g. Work Order).
- Open SM Ticket: Opens the linked service ticket.
- View linked Transaction: Opens a list of transactions that are linked to the job on the right.
|
| TransID | The system-generated number allocated to the transaction. |
