Jobs View

Overview

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 includes Actions that can be used to manage the jobs.

Navigation: Main Menu > Production > Production Planning > Menu (button) > Jobs

Table of Contents

Buttons Explained

  • View: Generates a list of jobs based on the selected filters.
  • Output: Display a list of templates if created.
  • Actions: Performs the action on all the selected records. The options are:
    • Job Actions (Multi-selected)
      • Batch Update: Allows users to perform an action on all the selected records once the information is supplied and the Update (button) is clicked and confirmed.
        • 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.
      • Remove from Planning (Delete Tasks):
        • Completely resets the job.
        • All transactions relating to the job execution are deleted.
        • The abbreviations are removed.
      • Remove from Planning (Pend Tasks):
        • Removes the Task from the Planned Status and resets it to Pending.
        • The Task is removed from the Board.
        • The Task must be released to production again.
      • Release to Production:
        • Places the task in Production.
        • Places the tasks on the Board.
        • Colour codes the abbreviations.
        • It is recommended to limit the number of tasks released (e.g. to 30) to not flood the Board with tasks.
      • Schedule from Start Date
        • This action recalculates the dates based on the Start Dates, working forwards.
      • Schedule from Due Date:
        • 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.
        • This feature allows users to replan their Board so that jobs with the nearest Due Dates are completed first.
    • Sorting Actions (All Jobs)
      • Order all Stages by Task Start Date: This action re-orders the jobs on the job board to list them in Start Date sequence. No change will be seen under Jobs View.
      • Order all Stages by Status and Task Start Date: This action re-orders the jobs on the Board to first list them by Status, and then by their Start Dates. No change will be seen 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.
      • 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 are displayed on the graph.
    • Export
      • Email Excel
      • Export Grid
    • Layout & Grid
      • Save
      • Save (All Users)
      • Restore Default (All Users)

Filters Explained

  • Set: Allows users to select a date option (e.g. Today, This week, or select No Date to view all the records).
  • Arrows: Adjusts the dates in the direction of the arrow.
  • Date ... to: Allows users to customise the date selection.
  • Job Due (radio button): Works with the date fields. Display jobs that are due (usually internally) on the selected dates.
  • Job Req (radio button): Works with the date fields. Displays job that are required (by customers) on the selected dates.
  • Job Start (radio button): Works with the date fields. Displays jobs that must or have started on the selected dates.
  • Status Options: Allows users to hide or display records based on the selected Status Groups.
  • Checkboxes to show jobs that are:
    • Released
    • On Hold
    • On Schedule
    • Past Due
    • Tasks Done
    • Tasks Live
  • Entity: A dropdown list of Entities as selected for the transaction. This filter is supressed if there is only one entity.

Field Explained

  • Field Chooser (*): Allows users to add or remove columns.
  • Trans Item ID: The system-generated number for the item on the transaction.
  • 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 Order Number.
  • 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 will be shown in red.
  • @ (Required Time): The time by which the job must be delivered to the customer.
  • Start Date: The start date. This field is only displayed 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 will be shown 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 if a group was entered on the underlying transaction (e.g. work order). This grouping does not affect production planning in any way but can be used to sort the records.
  • Subgroup: The item's subgroup if a group was entered on the underlying transaction (e.g. work order). This grouping does not affect production planning in any way but can be used to sort the records.
  • 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 is shown.
  • 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 Actual Hours that the job took.
  • Var Hrs: The difference between the Actual and Estimated Hours.
  • Tasks %: The percentage that tasks are complete.
  • Material (%): The percentage of materials that have been received or issued. Users can use the Soft 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 that has been completed.
  • Menu (...): 
    • View/Edit Job: Switches to a Job View where all the individual components of the job are shown.
    • 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 have been 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 Finish Times, accompanied by a visual representation.
    • View Timekeeping: Switches to the Timekeeping View to display any timekeeping records associated with this job.
    • 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.
  • Trans ID: The system-generated number allocated to the transaction.

View/Edit Job Interface Explained

Navigation: Right click a job and click View/Edit Job on the context menu.

ℹ️ For Production Planning to be successful, the Costings and Hours must be set correctly on the item.

Buttons Explained

  • ⬆️⬇️: Navigates through the jobs.
  • Save: Saves any changes.
  • Actions:
    • Add/Update Planning: Creates the planning icons (abbreviations) for the job.
    • Remove from Planning (Delete Tasks):
      • Completely resets the job.
      • All transactions relating to the job execution are deleted.
      • The icons are removed.
    • Remove from Planning (Pend Tasks):
      • Resets all the jobs to pending.
    • Release to Production: Releases the job to production.
    • Schedule from Start Date:
      • Adjusts the Finish dates based on the current start dates.
    • Schedule from Due Date:
      • Working backwards, sets the last dates on which the jobs can be started to still meet the Due Date as the start date.
  • Menu:
    • View Changelog: Displays a list of changes made.
    • Layout & Grid
      • Save
      • Save (All Users)
      • Restore Default (All Users)
  • Close: Closes the View/Edit Job popup.

Header Explained

  • Status Bar:
    • Status: A dropdown list for users to select a status.
    • Status Note: An empty space on the Status Bar for users to type a note.
    • Required Date: A calendar for users to set or edit the Required Date. (The date on which the Customer wants the goods).
    • Required Time: A time chooser for users to set or edit the Required Time.
    • Start Date: A calendar for users to select the Start Date.
    • Start Time: A time chooser for users to select a Start Time.
    • Due Date: A calendar for users 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: A time field for users to 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 if filled in on the reference field of the transaction (e.g. Work Order).
  • 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 is 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.
  • Auto Row Height: If checked adjusts the row heights to fit the full description.
  • Update: A dropdown list of actions that will be applied to all the selected records once Update (button) is clicked. The options are:
    • Adjust Qty: Sets the Completed and Spoiled Quantities to the quantities typed into the respective blocks.
    • Finish Date: Sets the finish date and time to those selected in the adjacent blocks.
    • Lock: Locks the task to prevent it from being rescheduled. Often used for maintenance procedures or tasks that are given priority.
    • Req Qty: Sets the Required Quantity to the quantity typed in the adjacent block.
    • Start Date: Sets the start date and time to those selected in the adjacent blocks.
    • Status: Sets the job's status to the one selected from the dropdown list.

Fields Explained

  • ID: The system-generated number allocated to the job.
  • Parent ID: The system-generated number allocated to the job's parent.
  • OrderID (Trans): The system-generated number allocated to the order of the item on the transaction.
  • OrderID (Plan): The system-generated number allocated to the order of the item in planning.
  • Trans ID: The system-generated number allocated to the transaction.
  • Description: The job / item's description.
  • Stage: The Stage selected for the job.
  • Caption:  The Caption field from the Estimate Input grid view.
  • Shifts: The applicable shifts (e.g. Day Shift, Night Shift).
  • Cost Centre: The job's Cost Centre.
  • Req Qty: The quantity that is required.
  • Comp Qty: The quantity that is completed.
  • Spoiled: The quantity that was spoilt.
  • Out Qty: The quantity that is still outstanding.
  • Start: The date on which the job was started.
  • @: The time on which the job was started.
  • Finish: The date on which the job was completed / should be completed.
  • @:  The time on which the job was completed / should be completed.
  • Est Hr/s: The hours that the job was Estimated to take.
  • Act Hr/s: The Actual hours that the job took.
  • Hr/s: The Actual hours if the job is complete. The Estimate hours otherwise.
  • Progress % (Manual):  The percentage that the task is complete which can be entered manually.
  • Progress % (Auto): The percentage that the task is complete as calculated by the progress on other production planning views.
  • Lock: Checkbox. If checked, the job is locked from being rescheduled.
  • Status: The job's status.
  • Menu (...): A submenu that can also be accessed by right clicking the line. The options are:
    • View/Edit Note: Displays any note or allows one to be created.
    • Copy Task: Copies the task to create a new task.
    • Delete Task: Deletes the task.
    • Next Status: Assigns the next status.
    • Previous Status: Assigns the previous status.
    • Complete Status: Assigns the complete status.

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