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: Main Menu > Production > Planning Board > Menu (button) > Materials

Buttons Explained

• Reset: Resets the data filters.

• View: Applies the selected filters and refreshes the display.

• Actions: Changes the selected Entries as follows:

  • Batch Update: Changes the following fields when Update (button) is clicked and the change is confirmed:

    • Status (Item): Changes the Status of the items to the one selected on the dropdown list.

  • Create Purchase Order

  • Create Materials Movement (Issue Materials)

• Menu

  • Views: Switches the interface to one of the following views:

    • Dashboard

    • Board

    • Jobs

    • Tasks 

    • Materials

    • Outwork

    • Calendar

    • Switch Responses

  • Settings 

    • Edit Stages

  • Grids

    • Email Excel

    • Export Grid

  • Layout

    • Save Grid

      • Save Grid

      • Save Grid (All Users)

    • Restore Grid

      • Restore Grid

      • Restore Default Grid (All Users)

Filters Explained

• Set: Allows users to select a Date option (e.g. Today, This week)

• ← →: Adjusts the custom dates forwards or backwards.

• Date fields: Allows user to set specific date options based on the option selected under Set.

• Radio Buttons: Filters the dates based on the selected button. The options are:

  • WO Date

  • Req Date

  • Due Date

• Status Checkboxes: Checkboxes to filter the entries to only include those with Pending, Active or both Statuses.

• Show:  Determines which jobs are shown:

  • All

  • Outstanding

  • Complete

Fields Explained

• Status (WO): The Work Order's Status.

• ID: The system-generated number for the entry.

• WO No.: The Work Order Number.

• Date: The Work Order's Date.

• From: The code and number of the Source Document (e.g. Sales Order number).

• Req Date: The Date on which the Customer requires the job.

• @ (Req Time): The Time by which the Customer requires the job.

• Due Date: The Date on which Production must finish the job.

• @ (Due Time): The Time by which Production must finish the job.

• Customer: The name of the Customer.

• Reference: The Reference on the source document.

• Status (Item): The Status of the Item on the source document.

• Description: A Description of the Task.

• Code: The Material item's Code.

• Group: The Group to which the Material belongs.

• Supplier: The Supplier in the case of outwork.

• Resolve: The action to be taken (e.g. Reserve, Purchase).

• Location: The material item's Location.

• In Stock: The quantity of the material that is In Stock.

• On Order: The quantity of the material that has been Ordered.

• Reserved: The quantity of the material that has been Reserved for orders.

• Available: The quantity of the material that is Available.

• Qty (Req): The quantity of the material that is Required.

• Unit: The description of the Unit.

• Trans No.: The resolve transaction's number (e.g. Purchase Order).

• Trans Date: The resolve transaction's date (e.g. Purchase Order date)

• Qty (GI): That quantity that is on Goods Issued transactions.

• Qty (PO): The quantity that is on Purchase Orders.

• Qty (Out): The quantity that is still Outstanding.

• Status (PO): The Status of the Purchase Order.

• Due Date (PO): The Purchase Order's Due Date.

• Menu (...)

  • A submenu allowing users to:

    • View/Edit Job: Opens a list of all the tasks, with dates and durations.

    • Open Work Order: Opens the linked Work Order.

    • Open Purchase Order: Opens the Purchase Order if applicable.  Greyed out if there is no transaction to open.

    • Open Materials Movement: Opens the Material Movement transaction if applicable. Greyed out if there is no transaction to open.

    • View Job Summary: Opens a job summary panel on the right with Costing and Timekeeping information.