Embedded Files
Overview
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 > Production Planning > Menu (button) > Materials.
Table of Contents
Buttons Explained
Buttons Explained
View: Generates a list of jobs based on the selected filters.
Actions: Performs the action on all the selected records. The options are:
Task Actions
Batch Update: Allows users to perform an action on all the selected records once the information is supplied and Update (button) clicked.
Status (Item): Changes the item's Status to the one selected on the dropdown list.
Menu:
Reset Data Filters: Resets the connected filters.
Views: Switches to the different views:
Dashboard: A visual representation of all the Stages.
Jobs: A list of all the Jobs in the queue.
Tasks: This view displays all the Tasks in Planning in a grid view.
Materials: A list of all the Materials needed and their Availability.
Outwork: A list of all the outsourced jobs and their Statuses.
Board: This view is an ordered list of the production Stages - each Stage containing an ordered list of Tasks or Groups (Task Packages).
Gantt: A detailed list of every Stage or Job, listing all the tasks and times accompanied by a visual representation.
Timekeeping: A list of all the Timekeeping Records.
Settings
Edit Stages: Creates the stages that are displayed on the graph.
Export
Email Excel
Export Grid
Save
Save (All Users)
Restore Default (All Users)
Filters Explained
Filters Explained
Set: Allows users to select a date option (e.g. Today, This week, or to select No Date to view all the records).
Arrows: Adjusts the dates based on the selection under Set.
Date ... to: Allows users to further refine the date selection.
Radio Buttons
Due Date: Works with the date fields. Records will be filtered to display those due internally on the selected date.
Req Date: Works with the date fields. Records will be filtered to display those required by the customers on the selected date.
Show: A dropdown list allowing users to filter the records to those that are Outstanding or Complete.
Fields Explained
Fields Explained
Field Chooser (*): Allows users to add or remove columns.
VATITEMID: The system-generated number for the VAT on the item.
Status (Trans): The transaction's Status.
Trans: An abbreviation of the Transaction Type.
Trans No. The system-generated number allocated to the Transaction Item.
From: The Transaction from which the Work Order, for example, was copied from.
Date: The Date of the source transaction.
Req: The Date on which the Customer requires the order to be complete / delivered.
Due: The Date on which production must complete the job.
Company: The Customer requiring the job.
@ (Required Time): The Time by which the job must be delivered to the customer.
@ (Due Time): The Time by which productions must complete the job.
Status (Item): The item's Status.
Description: The item's Description.
Code: The item's Code.
Reference: The item's Reference.
Category (Item): The item's Category.
Sub Category (Item): The item's subcategory.
Resolve: The action taken on the item (e.g. Reserve).
Location: The material item's Location.
In Stock: The quantity that is In Stock.
On Order: The quantity that has been ordered.
Reserved: The quantity that is reserved for jobs.
Available: The quantity that is available.
Qty (Req): The quantity that is required.
Unit: The material item's Unit.
Qty (GI): The quantity on the Goods Issued.
Qty (PO): The quantity on the Purchase Order.
Qty (Out): The quantity that is Outstanding.
Due Date (PO): The Due Date of the Purchase Order.
Status (PO): The Status of the Purchase Order.
Menu (...): A context menu that can also be accessed by right-clicking a line item.
Open Transaction: Opens the underlying transaction (e.g. Work Order).
View linked Transaction: Opens a list of transactions that are linked to the job on the right panel.
TransID: The system-generated number allocated to the transaction.
Related Topics
Related Topics
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