Production Planning - Settings

Overview#

Production Planning assists organisations in managing all their production tasks. It can be set up for Sales, Work and Purchase Orders. It also works with the Tracker Application.

The settings below determine how Production Planning is applied in an organisation.

Settings#

General (tab)#

• Production Planning > Disable Task Scheduling: 
  • Checkbox (default unchecked).
  • If checked, tasks cannot be scheduled, only the full transaction can be scheduled. All the date fields linked to tasks and scheduling actions are hidden.
• Production Planning > Enable Groups and Tasks: 
  • A checkbox. If checked, Groups and Tasks are enabled.
  • All the tasks in the same stage are Grouped into one Grouped Task.
  • The Routing column, Board View and Task View only show the Grouped Tasks.
  • Groups and Tasks appear in a tree view in Job Edit View.
  • Tracking and Timekeeping are done at a Group Level. However, Task Statuses can be set in a Part-Complete Group using the Tracker app or in the Jobs Edit View.
  • Start/End Dates cannot be set on a Task Level and are cleared if they are edited.
  • Tasks in a Group can be deleted. When the last task is deleted, the Group is deleted.
  • Group Status changes are cascaded to tasks: Pending, Planned, Ready, Complete unless the Task's status is Complete or Part-Complete.
  • The required quantity (Req Qty) and estimate hours (Est Hrs) can be edited for Tasks and Groups. The Task fields are added to form the Group fields.
• Production Planning > NCR – Category: 
  • Provides a dropdown list of NCR categories for you to select the one that applies to production.
  • Allows NCRs to be created from Task View.
• Production Planning > Set Completed Quantity in Tasks (Manual): 
  • Checkbox. If checked, the complete quantity can be manually edited. If unchecked, the complete quantity can only be set using the Tracker app.
• Production Planning > Set Task Quantity from: 
  • Select the Task Quantity from one of these options:
    • Service: Use when you are tracking by time (e.g. something takes x hours to complete).
    • Assembly: Use when you want to track the Assembly quantity.
    • Root Assembly: Use when you want to track the Root Assembly quantity.
    • Estimate: Use when you want to track the estimate quantity.
• Production Planning > Show Completed Quantity in Routing:
  • A checkbox. If checked, the Task Routing fields show the completed and required quantities in the format Completed/Required (e.g. (3/4))
• Production Planning > Show Progress (Qty):
  • A checkbox. If checked, shows the Quantity made so far.
  • If your option under Set Task Quantity is Service, uncheck this checkbox because this progress matches the Service progress.

Transactions (tab)#

• Job View / Tasks View / Board Views: Transaction Setting – Production Planning > Enable Tasks in Production Planning = Empty.
• Materials View: Transaction Setting – Transaction Setting – Production Planning > Enable Materials in Production Planning = Empty.
• Outwork View: Transaction Setting – Transaction Setting – Production Planning > Enable Outwork in Production Planning = Empty.

• Add the following options to the Transaction Type that you want to use for Production Planning (e.g. Sales Orders, Work Orders, Purchase Orders).
  • Production Planning > Default: Due Date (Days before Req Date): Allows the due date to be set automatically based on the number of days entered.
  • Production Planning > Default: Material Procurement Date (Days before Start Date): Allows the material procurement date to be calculated based on the start date.
  • Production Planning > Default: Start Date (Days before Due Date): Allows the start date to be calculated based on the due date.
  • Production Planning > Enable Materials in Production Planning: If checked, it uses the Transaction Type as the default for materials.
  • Production Planning > Enable Outwork in Production Planning: If checked, it uses the Transaction Type as the default for outwork.
  • Production Planning > Enable Tasks in Production Planning: If checked, it uses the Transaction Type as the default.
  • Production Planning > Sales Order Transaction – Set Req Date: Allows the date on which customers require the goods to be set in the sales order. With this option, the required date can only be changed from the sales order.
  • Production Planning > Transaction used for Goods Issues: If checked, it uses the Transaction Type as the default.
  • Production Planning > Transaction used for Purchases: If checked, it uses the Transaction Type as the default.
  • Production Planning > Work Order Transaction – Set Due Date: Allows the date by which production should be complete to be set in the work order (not the sales order).
  • Transactions > Caption for Start Date (Production Planning): A caption can be entered in the Value column. If a caption is entered.
• If your company uses our Tracker Application, set the following Tracker options:
  • Module: Deliveries (e.g. Delivery Notes).
  • Module: Field Service (e.g. Work Orders).
  • Module: Issue Goods (Select the Issue Transaction) (e.g. Goods Issued).
  • Module: Issue Inventory (Select the Issue Transaction) (e.g. Goods Issued).
  • Module: Receive Goods (Select the Receive Transaction) (e.g. Goods Received).
  • Module: Receive Inventory (Select the Receive Transaction) (e.g. Goods Received).
  • Module: Timekeeping (e.g. Work Orders).

Users (tab)#

• General > Production Planning – Access Allowed: The options are None, User or Administrator.
• Production Planning > Default View: Provides a dropdown list of all the production views. Select which view should open by default. (Default = Dashboard)
• Production Planning > Enable Views: Provides a list of all the production views. You can select which views to enable by checking or unchecking the specific checkboxes (Default = All views).
• Setups > Production Planning Settings – Access Allowed: Checkbox. If checked, access is allowed.
• Setups > Tracker – Access Allowed: Checkbox. If checked, access is allowed.