Production
Materials View
Overview#
Production Planning assists organisations in managing all their production tasks.
The Materials interface displays the status of all the materials that are needed for the upcoming jobs.
Navigation ExampleMain Menu > Production > Production Planning > Menu (button) > Materials
| Button | Description |
|---|
| View | Generates a list of materials 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 Update (button) clicked.
- Status (Item): Changes the item's status to the one selected on the dropdown list.
- Proc Date: Changes the procurement date to the one selected on the calendar.
- Purchase Orders:
- 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:
- Goods Issued:
- Displays the name of the linked Goods Issued transaction.
- Creates goods-issued transactions for all the selected items for their outstanding quantities (which can be edited on the goods issued).
- Sets the applicable items to the first Complete status unless it is on a higher status.
- Only displayed if:
|
| 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. Only displays materials that are due within the selected date range.
- Req Date: Works with the date fields. Only displays materials that are required within the selected date range.
- Start Date: Works with the date fields. Only displays materials that have start dates that fall within the selected date range.
- Proc Date: Works with the date fields. Only displays materials that have procurement dates that fall within the selected date range.
|
| Show | Filter records according to one of these options:- All: Displays all the records.
- Outstanding: Displays only records with outstanding quantities.
- Complete: Displays all the completed records.
- Reserve: Displays materials that are reserved. Used to generated Goods-Issued transactions.
- Purchase: Displays materials that must be purchased. Used to generate Purchase Orders.
|
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 transaction's number and line item. The column header displays WO No. (Work Order Number). |
| From | The transaction that was copied to create the Work Order. |
| Date | The transaction's date. |
| Req Date | The date on which the Customer requires the order to be complete / delivered. |
| @ (Req Time) | The time by which the job must be delivered to the customer. |
| Start Date | The date on which the task was started. |
| @ (Start Time) | The time on which the task was started. |
| Due Date | The date on which production must complete the job. |
| @ (Due Time) | The time by which productions must complete the job. |
| SM No. | Displays the linked Service Ticket number. |
| Proc Date | The date on which the materials were procured. |
| Company | The Customer requiring the job. |
| Status (Item) | The item's status. |
| Description | The item's description. |
| Code | The item's code. |
| Reference | The item's reference. |
| Category (Item) | The item's category. |
| Subcategory (Item) | The item's subcategory. |
| Supplier | The name of the supplier that provides the materials. |
| Code (Item) | The item's code. |
| Reference (Item) | The item's reference. |
| Resolve | The action taken on the item (e.g. Reserve). |
| Location | The material item's location. |
| In Stock | The quantity that is In Stock. |
| On Order | The quantity ordered. |
| Reserved | The quantity that is reserved for jobs. |
| Available | The quantity that is available. |
| Qty (Req) | The quantity that is required. |
| Unit | The material item's unit. |
| Qty (GI) | The quantity on the Goods Issued. |
| 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. |
| Last GI | The number of the last Goods Issued. |
| 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 Last GI: Opens the goods issued displayed in the Last GI field.
- Open SM Ticket: Opens the linked service ticket.
- Open Transaction: Opens the underlying transaction (e.g. Work Order).
- View linked Transaction: Opens a list of transactions that are linked to the material on the right panel.
|
| Trans ID | The system-generated number allocated to the transaction. |
