Tasks View
Overview
Production Planning assists organisations in managing all their production tasks. The Tasks View displays all the main tasks that are in the pipeline and shows the percentage complete, times and durations.
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a list of jobs based on the selected filters. |
| Output | Displays a list of templates if any were created. Available upon request. |
| Edit | If the setting is activated to manually enter the completed quantity, this button allows the completed quantity field to be edited. If the setting is unchecked, this button is supressed. |
| 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 to select No Date to view all the records). |
| Arrows | Adjusts the dates in the direction of the arrow. |
| Date | Customise the date selection. |
| Radio Buttons |
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| Active / Complete Status Options | Hide or display records based on the selected Status Groups. |
| Stage | A dropdown list of stages for you to select All or a Specific Stage. |
| Automatic Row Height | Adjusts the row height to fit the descriptions and wraps the information in the columns where necessary. The Routing column is still truncated. |
| Show Notes | If checked, shows any Task Notes below the line item. Notes can be created using the context menu. |
Fields Explained
Info
Fields marked in blue (✎) can be edited.
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number for the Task. |
| Status | The task's status. |
| Trans Item ID | The system-generated number allocated to the Transaction Item. |
| Service ID | The system-generated number allocated to the Service. |
| Trans Status | The transaction's status. |
| Stage | The stage's name. |
| Order ID (Trans) | The system-generated number for the item's order on the transaction. |
| WO No. | The linked Work Order number. |
| Date | The date of the source transaction. |
| Assign to | The user the job is assigned to. |
| Rep | The rep linked to 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. |
| Description | The job/item's description. |
| Level | For QuickEasy's internal purposes (usually shows 0). |
| Cost Centre | Displays the name of the task's Cost Centre. |
| Trans Item Code | Shows blank because the feature is not currently active. |
| Caption | The caption field from the Estimate Input grid view. |
| Routing | Only applies to jobs that have entered the Planning Stage. Displays a colour-coded abbreviation for each Production Stage. |
| Type | The type of task from the stage (e.g. Production, Outwork). |
| Workstation Group | The name of the workstation group from the stage setup (e.g. Finishing, Woodwork). |
| Workstation | The code of the workstation that was last selected in timekeeping. |
| NCR No. | The linked NCR number. |
| 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 transaction's Start Date. |
| @ (Start Time) | The transaction's Start Time. |
| Due Date | The date on which production must complete the job. |
| @ (Due Time) | The time by which production must complete the job. |
| Start Date | The task's start date. |
| @ (Start Time) | The task's start time. |
| Finish Date | The task's completion date. |
| @ (Finish Time) | The task's completion time. |
| Req Qty | The quantity that is required. |
| Comp Qty | The quantity that is completed. This field can be edited directly if a setting is added and enabled. |
| Spoil Qty | The quantity that was spoilt. |
| Out Qty | The quantity that is still outstanding. |
| Operators (Code) | The Operators who the task is assigned to or who completed the task. |
| Operators (Full Name) | The full name of the operators who the task is assigned to or who completed the task. |
| 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. |
| Progress % (Manual) | The percentage that tasks are complete that is manually entered on the Jobs View. |
| Hrs (Scaled) | Remaining hours (Estimated less Actual hours) scaled to the Stage's Resource allocation. Negative hours are rounded to zero. |
| Progress % (Auto) | The percentage that tasks are complete that is automatically calculated. |
| Timelog ID | The system-generated number for the timekeeping record. |
| Lock | Checkbox. If checked, the task is locked. |
| Menu (...) | A context menu that can also be accessed by right-clicking a line item.
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| Trans ID | The system-generated number allocated to the transaction. |