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 to manage the jobs.
Buttons Explained
| Button | Description |
|---|---|
| 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:
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| Menu |
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Filters Explained
| Filter | Description |
|---|---|
| Set | 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 | 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 start, or started, on the selected dates. |
| Status Options | Hide or display records based on the selected Status Groups. |
| Checkboxes to show jobs that are |
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| Entity | A dropdown list of entities as selected for the transaction. This filter is suppressed if there is only one entity. |
Field Explained
| Field | Description |
|---|---|
| Field Chooser (*) | 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 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 above). |
| 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 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 |
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| 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 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 (...) |
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| Trans ID | The system-generated number allocated to the transaction. |
View/Edit Job Interface Explained
Note
For Production Planning to be successful, the Costings and Hours must be set correctly on the item.
Buttons Explained
| Button | Description |
|---|---|
| ⬆️⬇️ | Navigates through the jobs. |
| Save | Saves any changes. |
| Actions |
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| Menu |
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| Close | Closes the View/Edit Job popup. |
Header Explained
| Field | Description |
|---|---|
| Status Bar |
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| 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 apply to all the selected records once you click Update (button). The options are:
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Fields Explained
Info
Fields marked in blue (✎) can be edited.
| Field | Description |
|---|---|
| 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:
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