Production Planning assists organisations in managing all their production tasks. It can be set up for Sales, Work and Purchase Orders. It also works with the Tracker Application.
The settings below determine how Production Planning will be applied in an organisation.
Table of Contents
Creates Work Shifts that are used in production.
Organisations can create multiple Work Shifts (e.g. Production - Day Shift, Production - Night Shift).
When Stages are created, a Work Shift is selected for that Stage. Tasks in that Stage will only be allocated start and end times that fall within the Work Shift periods.
A new Work Shift can be created by clicking Add Work Shift (button).
Navigation: Main Menu > Setup > My Organisation > Work Shifts (tab).
Top Row Buttons Explained
⬆️⬇️: Navigates to the next or previous work shift.
New Work Shift: Creates a new work shift.
Save: Saves any changes.
Copy: Copies the work shift to create a new work shift.
Delete: Deletes the work shift.
Close: Closes the Edit Work Shift popup.
Header Fields Explained
Description: A field to type in a description for the work shift.
Work (Hrs): A calculated field that displays the number of working hours in a week.
Buttons Explained
Add Day/Hours: Adds another field to the table.
Batch Update: Updates the selected records when Update (button) is clicked:
Start Time: Changes the start time to the time selected in the adjacent block.
End Time: Changes the end time to the time selected in the adjacent block.
x Rate/Hr: Changes the rate per hour to the rate typed in the adjacent block.
Break (Hrs): Changes the break hours to the number of hours typed in the adjacent block.
Fields Explained
Day of Week: A dropdown list to select any day of the week.
Description: A field to type in a description.
Start: A field to select the time that the shift starts.
End: A field to select the time that the shift ends.
Work (Hrs): Automatically calculated based on the Start and End times (when Save (button) is clicked).
x Rate / Hr: A field to type in the hourly rate.
Break (Hrs): A field to type in the total breaks for coffee or lunch.
Menu (...): A submenu to Copy or Delete the record.
Navigation: Main Menu > Setup > Settings.
Production Planning > Enable Groups and Tasks:
A checkbox that if checked will enable Groups and Tasks.
When you have a lot of small jobs, you can group them as one task on the board so the board doesn't get cluttered. (E.g. lots of small cutting jobs can be grouped as a Cutting Group, which will be displayed on the board. The smaller jobs can be seen by selecting View / Edit Jobs from the context menu on the Jobs View.
Tasks can set the Group as follows:
If a Task is Busy > Set Group to Busy or Part Complete.
If all the Tasks are complete > Set Group as Complete and update the Quantities and Hours.
If all the Tasks are Planned or Ready > The Group will be set as Planned or Ready.
Group Statuses can be set to affect all Tasks:
New/Planned/Ready/Complete > Set all Tasks to the same Status.
Production Planning > Hide New Tasks on the Board View:
A checkbox that, if checked, will not show Tasks on the Board until they are planned.
The tasks can still be seen under Task View and on the Kanban Board, just not under Board View.
Production Planning > Set Task Quantity from:
A dropdown list for users to select the Task Quantity from one of these options:
Service: Use when you are tracking by time (e.g. something takes x hours to complete).
Assembly: Use when you want to track the Assembly quantity.
Root Assembly: Use when you want to track the Root Assembly quantity.
Estimate: Use when you want to track the Estimate quantity.
Production Planning > Show Progress (Qty):
A checkbox that, if checked, will show the Quantity made so far.
If your option under Set Task Quantity is Service, uncheck this checkbox because this progress will match the Service progress.
Production > Show Linked Transaction No./s in Job View: A dropdown list of Transaction Types for users to select one.
The following options should be added to the Transaction Type that you want to use for Production Planning (e.g. Sales Orders, Work Orders, Purchase Orders).
Enable Materials in Production Planning: If checked, it uses the Transaction Type as the default for materials.
Enable Outwork in Production Planning: If checked, it uses the Transaction Type as the default for outwork.
Enable Tasks in Production Planning: If checked, it uses the Transaction Type as the default.
If your company uses our Tracker Application, the following Tracker options should be set:
Module: Deliveries (e.g. Delivery Notes).
Module: Field Service (e.g. Work Orders).
Module: Issue Goods (Select the Issue Transaction) (e.g. Goods Issued).
Module: Issue Inventory (Select the Issue Transaction) (e.g. Goods Issued).
Module: Receive Goods (Select the Receive Transaction) (e.g. Goods Received).
Module: Receive Inventory (Select the Receive Transaction) (e.g. Goods Received).
Module: Timekeeping (e.g. Work Orders).
Production Planning (PP) > Production Planning - Access Allowed. The options are:
Full Access: At least one user must have full access.
View Only
None
Production Planning (PP) > Production Planning > Automatic Refresh
The following settings are only applicable if our Tracker Application is used.
Tracker > Timekeeping Mode: Select Production Planning from the options in the Value column.
Tracker > Timekeeping: Enable NCR: Enabled if the checkbox is checked.
Tracker > Timekeeping: Record Quantities: Enabled if the checkbox is checked.
Tracker > Timekeeping: Update Status: Enabled if the checkbox is checked.
Tracker > Timekeeping: Auto-Logout after Start - Seconds (0 = Disable): Sets the time after Start (button) is clicked to automatically log the user out.
Tracker > Timekeeping: Auto-Logout after Stop - Seconds (0 = Disable): Sets the time after Stop (button) is clicked to automatically log the user out.
Tracker > View Assigned Transaction only: Allows users to see only transactions assigned to them if the checkbox is checked.
Setups > Production Planning Settings - Access Allowed: Checkbox that allows access if checked.
Setups > Tracker - Access Allowed: Checkbox that allows access if checked. Only applicable if our Tracker Application is used.