Production Planning - Timekeeping Tutorial

Overview#

Production Planning assists organisations in managing all their production tasks.

The Timekeeping view displays all the timekeeping records.

These tutorials explain how to use the Timekeeping functions.

💡These tutorials explain how to view and update timekeeping records in Production Planning.

How to View a List of Timekeeping Records#

1. Navigate to Production Planning > Menu (button) > Timekeeping (as an example).
2. Adjust the filters as required.
3. Click View (button).

How to Change Timekeeping Statuses#

1. Display a list of timekeeping records.
2. Select the entries you want to change. Use Ctrl + left-click to select multiple entries.
3. Click Actions (button) > Batch Update.
4. Select Status next to Update.
5. Select a status on the dropdown list.
6. Click Update (button).
7. Confirm the change on the popup.

How to Change the Completed Quantities#

1. Display a list of timekeeping records.
2. Select the entries you want to change. Use Ctrl + left-click to select multiple entries.
3. Click Actions (button) > Batch Update.
4. Select Completed Qty next to Update.
5. Enter a quantity in the adjacent field.
6. Click Update (button).
7. Confirm the change on the popup.

How to Change the Spoiled Quantities#

1. Display a list of timekeeping records.
2. Select the entries you want to change. Use Ctrl + left-click to select multiple entries.
3. Click Actions (button) > Batch Update.
4. Select Spoiled Qty next to Update.
5. Enter a quantity in the adjacent field.
6. Click Update (button).
7. Confirm the change on the popup.

How to View Certain Stages#

1. Navigate to Timekeeping.
2. Select a Date Option next to Set (optional).
3. Click the dropdown list next to Stage and select a Stage from the dropdown list.
4. Click View (button).

How to View Certain Statuses#

1. Navigate to Timekeeping.
2. Select a Date Option next to Set (optional).
3. Click inside the block next to Show and select Active or Complete from the dropdown list.
4. Click View (button).

How to View Quantity Adjustments#

1. Navigate to Timekeeping.
2. Select a Date Option next to Set (optional).
3. Click inside the block next to Show and select Qty Adjustments from the dropdown list.
4. Click View (button).

How to View Linked Transactions#

1. Display a list of timekeeping records.
2. Right-click an entry and select Open Transaction. The source transaction (e.g. Work Order) opens.
3. Click Menu (button) > Summaries > Linked Transactions to display a list of linked transaction. Else click Links (button) to see a list of transaction codes and numbers.

How to View the Linked Job Details#

1. Display a list of timekeeping records.
2. Right-click an entry and select View/Edit Job.
3. The View/Edit Job interface is opened.

How to View the Cost of Sales Report#

1. Display a list of timekeeping records.
2. Right-click an entry and select Open Cost of Sales.

How to Edit the Timekeeping Record#

1. Display a list of timekeeping records.
2. Right-click an entry and select Open Timekeeping.
3. On the list of timekeeping records (that are filtered for the specific transaction), right-click an entry and select Edit.
4. Edit any fields as required if the status still allows editing. If not, first change the status to a prior status and click Save (button) to trigger the change. Remember to change the status back after editing the record.
5. Click Save (button).