Overview

Production Planning assists organisations in managing all their production tasks. The Jobs View displays all the jobs that are in the pipeline. From this view, jobs can be moved into the Planning and Production Stages. This view also has multiple Actions that can be used to manage the jobs.

These tutorials explain the Jobs View and how to use the related functions.

Navigation: Main Menu > Production > Planning Board > Menu (button) > Jobs

BOS Professional and Production Planning

How to Enhance Production Planning

1. Ensure that your Materials and Costings (tabs) are set up correctly, especially the time it takes to produce an item (services). 

2. If a customer orders multiple items, it is acceptable to create a single Sales Order. 

3. Create a separate Work Order for every Item that must be produced so that items can enter production as soon as their materials are ready.  This system could also help prevent bottlenecks.

How the Job View Helps Complete Orders on Time

1. The Job View shows two columns for completing customer orders:

   1. Required Date: This is the date by which the customer must receive the goods.

   2. Due Date: This is the date by which the goods should be produced. The Due Date can be set automatically and will consider Work Shifts and how long the goods will take to manufacture. 

2. If the Due Date is later than the Required Date, it will be marked in red. In this case, you can see if the job can be started sooner or negotiate a new delivery date with your customer.

3. If the Required Date has passed, the date will be marked in red.

Managing Jobs in Jobs View

How to Display a List of Jobs

1. Navigate to the Jobs View (Main Menu > Production > Planning Board > Menu (button) > Jobs).

2. Adjust the filters as required.

3. Click View (button).

How to Change Jobs' Active Statuses

1. Display a list of jobs.

2. Select the entries you want to change. Use Ctrl + Left click to select multiple entries.

3. Click Actions (button) > Batch Update.

4. From the Batch Update dropdown list, select Status.

5. Select a Status from the adjacent dropdown list.

6. Click Update (button).

7. Confirm the change on the popup.

How to Display Jobs that are Due on a Specific Date

Due Dates are internal. It is the day production should be finished to get the order to the customer on time.

1. Display a list of Jobs.

2. Select a date next to Set (e.g. Today or Next 7 Days).

3. Click Due Date (radio button).

4. Click View (button).

   • Note: If nothing is displayed, no jobs are due in the selected time frame.

How to Display Jobs that are Required on a Specific Date

Required Dates are the dates on which the customers require their orders.

1. Display a list of Jobs.

2. Select a date next to Set (e.g. Today or Next 7 Days).

3. Click Req Date (radio button).

4. Click View (button).

   • Note: If nothing is displayed, no jobs are required in the selected time frame.

How to Display Jobs that are in Production

1. Display a list of Jobs.

2. Select a date next to Set or select No Date to display all the records.

3. Click the block next to Show and select All from the dropdown list.

4. On the Status Options check only Active. 

5. Click View (button).

How to Display Jobs in Production on a Specific Date

This setting shows jobs that were actively worked on during the selected period.

1. Display a list of Jobs.

2. Select a date next to Set (e.g. Today or Next 7 Days).

3. Click Activity Date (radio button). 

4. Click View (button).

   • Note: If nothing is displayed, no jobs were worked on during the selected period.

How to Display Jobs that were Created on a Specific Date

This setting uses the dates on which Work Orders were created.

1. Display a list of Jobs.

2. Select a date next to Set (e.g. Today or Next 7 Days).

3. Click WO Date (radio button).

4. Click View (button).

   • Note: If nothing is displayed, no Work Orders were created in the selected time frame.

How to Display Pending Jobs

Pending jobs have the Status of Planned or Waiting on Raws.

1. Display a list of Jobs.

2. Select a date next to Set or select No Date to display all the records.

3. Click the block next to Show and select All from the dropdown list.

4. On the Status options, check only Pending. 

5. Click View (button).

How to Display Jobs that are in Production

1. Display a list of Jobs.

2. Select a date next to Set or select No Date to display all the records.

3. Click the block next to Show and select All from the dropdown list.

4. On the Status options, check only Active. 

5. Click View (button).

How to Display Jobs that are Complete

1. Display a list of Jobs.

2. Select a date next to Set or select No Date to display all the records.

3. Click the block next to Show and select All Tasks Completed from the dropdown list.

4. On the Status options, check only Active to show the jobs that are ready but have not yet been marked Complete. 

5. Click View (button).

How to Display Jobs with Active Tasks

1. Display a list of Jobs.

2. Select a date next to Set or select No Date to display all the records.

3. Click the block next to Show and select Jobs with Active Tasks from the dropdown list.

4. Click View (button).

Managing Dates

How to Change the Due Dates

Due Dates are internal (production must be finished by the Due Date).

1. Display a list of jobs.

2. Select the records you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records. 

3. Click Actions (button) > Batch Updates.

4. Select Due Date from the dropdown list next to Batch Updates.

5. Select a new date and time from the fields next to Due Date.

6. Click Update (button).

7. Confirm the change on the popup.

How to Change the Required Dates

Required Dates are when the customers require the order.

1. Display a list of jobs.

2. Select the records you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records. 

3. Click Actions (button) > Batch Updates.

4. Select Req Date from the dropdown list next to Batch Updates.

5. Select a new date and time from the fields next to Req Date.

6. Click Update (button).

7. Confirm the change on the popup.

How to Set the Due Dates to Match the Required Dates

1. Display a list of jobs.

2. Select the records you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records. 

3. Click Actions (button) > Set Due Date = Req Date.

4. Confirm the change on the popup.

How to Adjust the Dates when Departments are Idle

When a job has finished ahead of schedule, this process will change the start date of the next job in the queue so that it is immediately started and adjust all the Start and End Dates to reflect this change.

1. Display a list of jobs.

2. Select the records you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records. 

3. Click Actions (button) > Set Start / Finish from Now.

4. Confirm the change on the popup.

How to Adjust the Dates so Jobs are Completed in Time

This process starts from the Due Date and Time and works backwards to calculate the optimum Start Date and Time for the job.

1. ​Display a list of jobs.

2. Select the records you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records. 

3. Click Actions (button) > Set Start / Finish from WO Due Date.

4. Confirm the change on the popup.

How to Recreate the Tasks

1. Display a list of jobs.

2. Select the records you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records. 

3. Click Actions (button) > Recreate Tasks.

Viewing Detailed Information

How to Display Task Progress

1. Display a list of jobs.

2. Right click an entry and select View Tasks Progress from the context menu.

3. You will be switched to Tasks View with a filter applied that only shows tasks for the job you clicked on.

How to Display Material Availability

1. Display a list of jobs.

2. Right click an entry and select View Materials Progress from the context menu.

3. You will be switched to Materials View with a filter applied that only shows materials for the job you clicked on.

How to Display a Gantt Display

Gantt lists the tasks, their Start and End Dates, and Expected Duration. It also shows a visual Summary of the durations. 

1. Display a list of jobs.

2. Right click an entry and select View/Edit Job from the context menu.

3. On the popup, click Gantt (tab) at the bottom.

How to View or Edit All the Components of a Job (Tasks)

1. Display a list of jobs.

2. Right click an entry and select View / Edit Job from the context menu.

3. On the popup, click Tasks (tab) at the bottom (by default, this tab is open).

   • Note: This view lists all the stages the job must go through along with the Expected Times, Quantities and Progress.

How to Display Linked Transactions and Tickets

1. Display a list of jobs.

2. Right click an entry and select one of these options from the context menu:

   • Open Work Order.

   • Open Sales Order.

   • View SM Ticket.

How to Display the Job on the Production Board

1. Display a list of jobs.

2. Right click an entry and select View on Board from the context menu.

3. The Board will be displayed with the entry highlighted in black.

How to Display a Job Summary

The Job Summary has two tabs: One with Costing information and the other with Timekeeping information.

1. Display a list of jobs.

2. Right click an entry and select View Job Summary from the context menu.

3. The summary will be opened on a panel on the right. This summary can be resized and hidden by double-clicking the Job Summary (tab).

Managing Tasks (View/Edit Jobs)

1. Display a list of jobs.

2. Right click an entry and select View / Edit Job from the context menu.

3. On the popup, select Tasks (tab). By default, this tab is open.

4. On the Status Bar, edit the fields as follows:

   1. Select a Status from the first dropdown list.

   2. Select a Stage from the second dropdown list.

   3. Type a Note in the third field (optional).

   4. Change the Required Date and Time.

   5. Change the Due Dates and Time.

5. Use the top-row buttons to edit the Tasks as follows:

   1. Actions (button)

      1. Update the Group field

      2. Set Start/Finish from Now

      3. Set Start/Finish from WO Date

      4. Recreate Tasks

   2. Menu (button)

      1. Refresh Gantt

6. Use the buttons in line with the word Tasks to edit the job as follows:

   1. Batch Update: Allows you to set the Status, Start, and Finish Dates for all the selected Tasks.

   2. Edit (button): Allows you to edit any of the fields.

   3. Add (button): Allows you to add another task.

7. Click Save (button).