Production Planning assists organisations in managing all their production tasks. The Outwork Interface displays the status of all outsourced jobs.
Navigation: Main Menu > Production > Production Planning > Menu (button) > Outwork.
Table of Contents
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 the Update (button) is 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)
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.
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.
Required Date: The Date on which the customer requires the job.
Due Date: 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 wants to or can complete the job.
Status (Item): The item's Status.
Description: The item's Description.
Text1: User-defined input fields (as per Transaction Types). The captions will be set if only one Transaction Type is enabled for these modules.
Text2: User-defined input fields (as per Transaction Types). The captions will be set if only one Transaction Type is enabled for these modules.
Text3: User-defined input fields (as per Transaction Types). The captions will be set if only one Transaction Type is enabled for these modules.
Code: The item's Code.
Reference: The item's Reference.
Qty (Req): The quantity that is required.
Unit: The material item's Unit.
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.
TransID: The system-generated number allocated to the transaction.