Reschedule Production: Reschedules production from the first stage. Used when jobs in the first stage are moved to prioritise a specific job. This action reschedules all the other jobs and stages accordingly.
If tasks are disabled, the button is disabled.
Menu
Views: Switches to the different views:
Dashboard: A visual representation of all the Stages.
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, rep and customer.
Description: The description appears below the status bar and is the information that is filled in on the work order's reference field.
Schedule Summary (next to the word Schedule):
Only appears if the task is scheduled.
Displays the Time to Start (TTS), which is either a value to indicate the job starts in x number of hours or shows NOW if the job is due to start.
Jobs that are late display the word LATE highlighted in red. 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 should take in hours.
Duration Expanded (below the word Duration):
Estimated: Displays the estimated number of hours the job should take.
Actual: Displays the actual number of 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 to change their statuses.
Open Transaction: Opens the source transaction (e.g. Work Order).
Open Cost of Sales: Opens the Cost of Sales interface and filters to the transaction linked to the clicked board entry.
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 (These actions change if tasks are disabled.)
Reschedule From Selected Stage: Reschedules production from the selected stage. Used when jobs in the selected stage are moved to prioritise a specific job. This action reschedules all the other jobs and stages accordingly.
A confirmation message explains the steps:
Moves all tasks to a current date/time while preserving the sort order of the selected stage.
Checks and removes cascading job dependencies.
Adjusts the order of cascading stages for a best fit while preserving dependencies.
Works around Locked and Busy Tasks.
Order by Task Start Date
Changes the display so that jobs are ordered by their Start Dates.
Order by Status and Task Start Date
Changes the display so that jobs are first ordered by their Statuses and then by their Start Dates. Statuses are arranged in this order: Busy > Part-complete > Ready > Planned.
