Production Planning

Production Planning assists organisations in managing all their production materials. The Materials interface displays the status of all the materials that are needed for the upcoming jobs.

These tutorials explain the Materials View and the related functions.

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

How to Display a List of Materials

Navigate to Main Menu > Production > Planning Board > Menu (button) > Materials.
Adjust the filters as required.
Click View (button).

How to Change Material Item Statuses

Display a list of materials.
Select the entries you want to change. Use Shift Left click to select a continuous block. Use Ctrl Left click to select random records.
Click Actions (button) > Batch Update.
Select Status (Item) next to Update.
Select a Status from the dropdown list.
Click Update (button).
Confirm the change on the popup.

Filtering Views

How to Display Materials by Their Work Order Dates

Navigate to Materials.
Select a date option next to Set.
Click WO Date (radio button).
Click View (button).

How to Display Materials by Their Required Dates

Navigate to Materials.
Select a date option next to Set.
Click Req Date (radio button).
Click View (button).

How to Display Materials by Their Due Dates

Navigate to Materials.
Select a date option next to Set.
Click the Due Date (radio button).
Click View (button).

How to Display Materials that are Pending

Navigate to Materials.
Select a date option next to Set.
Click the checkbox next to Pending.
Uncheck all the other checkboxes.
Click View (button).

How to Display Materials that are Active

Navigate to Materials.
Select a date option next to Set.
Click the checkbox next to Active.
Uncheck all the other checkboxes.
Click View (button).

How to Display Active Materials

Navigate to Materials.
Select a date option next to Set.
From the dropdown list next to Show, select Active Materials.
Click View (button).

How to Display Jobs that have all the Materials

Navigate to Materials.
Select a date option next to Set.
From the dropdown list next to Show, select Complete.
Click View (button).

How to Display Jobs Where Materials are Outstanding

Navigate to Materials.
Select a date option next to Set.
From the dropdown list next to Show, select Outstanding.
Click View (button).

Viewing Detailed Information

How to View or Edit all the Components of a Job (Materials)

Display a list of materials as per the screenshot above.
Right click an entry and select View / Edit Job from the context menu.
You will be switched to the View/Edit Job interface. This view lists all the stages the job must go through, along with the expected times, quantities, and progress.

How to View a Task's Timekeeping

Display a list of materials.
Right click an entry and select View Job Summary from the context menu. (See screenshot above.)
On the Job Summary, which opens on the right, click Timekeeping (tab).
- Note: You can drag the Job Summary panel to the left using the vertical ellipses in the centre to increase the width. You can double click the Job Summary tab on the right to close the Job Summary.

How to View a Task's Costing Information

Display a list of materials.
Right click an entry and select View Job Summary from the context menu.
On the Job Summary, which opens on the right, click Costing (tab).
Use the included functions to customise the Costing display as follows:
1. Use the + - to expand or collapse the view.
2. Check the checkbox next to Qtys to display quantities instead of values.
3. Check the checkbox next to Values to display values instead of quantities.
  - Note: You can drag the Job Summary panel to the left using the vertical ellipses in the centre to increase the width. You can double click the Job Summary tab on the right to close the Job Summary.

How to View the Linked Work Order

Display a list of materials.
Right click an entry and select Open Work Order from the context menu.
The Work Order will be opened.