Production Planning Setup Guide

Settings

How to Setup Production Planning

1. Navigate to Main Menu > Setup > Settings.

2. Click General (tab).

   1. Click Edit (button).

   2. Type production planning in the Search block and change these settings as needed.

3. Click Transactions (tab)

   1. Click Edit (button) (if not greyed out).

   2. Work Orders

      1. Click Add/Update (button).

      2. Select a Transaction (e.g. Work Orders (WO)) under Module.

      3. Type production planning in the search block on the right.

         1. Hold down the Ctrl key and click the following settings:

            1. Production Planning > Enable Materials in Production Planning

            2. Production Planning > Enable Outwork in Production Planning

            3. Production Planning > Enable Tasks in Production Planning

            4. Transactions > Caption for Start Date (Production Planning)

      4. Click Add/Update (button) and click Yes (button).

      5. Check the checkbox in the Value (column) next to the first three settings that were just added.

      6. Type Start Date in the value column next to the fourth setting (Transactions > Caption for Start Date (Production Planning).

   3. Goods Issued

      1. Click Add/Update (button) again.

      2. Select the transaction for stock issues (e.g. Goods Issued (IGI) under Module.

      3. Click the following setting: Production Planning > Transaction used for Goods Issues.

      4. Click Add/Update (button) and click Yes (button).

      5. Check the checkbox in the Value (column) next to this setting.

   4. Purchase Orders

      1. Click Add/Update (button) again.

      2. Select the transaction you use to purchase goods for production (e.g. Purchase Orders (COS) (PO-COS). under Module.

      3. Click the following setting: Production Planning > Transaction used for Purchases.

      4. Click Add/Update (button) and click Yes (button).

      5. Check the checkbox in the Value (column) next to the settings that were just added.

4. Click Users (tab).

   1. Select a User on the left (preferably the person in charge of production).

   2. Type production planning in the search block on the right.

   3. Next to Setups > Production Planning Settings - Access Allowed, check the checkbox in the Value column to grant access.

   4. Next to General > Production Planning - Access Allowed select one of these options: None, View Only, or Full Access. Full Access is required to update or edit the records.

How to Create Work Shifts

ℹ️ You can also create a new Work Shift by copying an existing Work Shift. Right click the shift and select Copy from the context menu. Edit the details as explained below.

Click Actions (button) > Batch Updates to update multiple records simultaneously.

Double-click a work shift to edit it.

After editing a work shift, click Actions (button) > Rebuild to update the internal tables. 

- If a Work shift contains a blank Day or Time, the Work shift table is not updated. 

- A 24-hour shift must be setup like this: Mon 00:00 > Tue 00.00 

1. Navigate to Main Menu > Setup > My Organisation.

2. Click Work Shifts (tab).

3. Click Add Work Shift (button).

   1. Description = Type a description for the work shift.

   2. On the top row where it shows: Click here to add a new row, complete the details as follows:

      1. Description = Type a description (e.g. Monday morning shift).

      2. Day = Select the day of the week on which the shift starts.

      3. Start = Select a start time.

      4. Day = Select the day of the week on which the shift ends.

      5. End = Select an end time.

      6. Click Save (button).

   3. Repeat Step 3.2 for the remaining days.

4. Click Close (button).

Edit Stages

How to Create a Stage

1.  Navigate to Production Planning > Menu (button) > Edit Stages.

2.  Click New (button).

3. Type a Status Note on the Status bar (optional).

4. Description = Type a description for the stage (e.g. Beam Saw).

5. Code = Type an abbreviated description (code) for the stage (e.g. BS).

6. Type = Select one of these options from the dropdown list:

   1. • Production: For this stage, an item will be manufactured or produced.

      • Outwork: For this stage, an item will be purchased (outsourced).

1. Click Save (button) to open an additional panel:

6. 1. • • If Production was chosen as the Type, fill in the details on the panel as follows:

          1. Workstation = Select a Workstation from the dropdown list.

          2. Work Shift = Select a Work Shift from the dropdown list. 

          3. Check the boxes for the tracking options. You only need to check what is applicable to the Stage. If you do not track separate processes, leave all the options unchecked.

             • Setup

             • Run

             • Washup

        • If Outwork was chosen as the Type, fill in the details on the panel as follows:

          1. Select the Supplier from the dropdown list of Suppliers that the job will be outsourced to (or purchased from).

          2. Click Add (button).

          3. Repeat Steps 1-2 to add more Suppliers.

7. Groups (SQL) = Check the checkbox if you want group descriptions to be created using SQL. 

   1. • Note: This setting is only available if you enable the use of Groups and Tasks (see How to Setup Production Planning above).

8. Tasks (SQL) = Check the checkbox if you want task descriptions to be created using SQL.

9. Set to Ready = Select an option that will set the stage to Ready. The options are:

   1. Comp: Complete.

   2. P/Comp: Partially Complete.

   3. ASM Comp: Assembly Complete.

   4. ASM P/Comp: Assembly Partially Complete.

10. Group = Select a group from the dropdown list of Groups (optional).

11. Team = Type the number of staff members available to complete the stage.

12. Add Statuses:

    1. Click the arrow next to Add Status (button) and select Add default Statuses.

    2. Click Yes (button) on the popup (the disclaimer is only relevant to existing stages that already have statuses).

    3. Edit any of the Statuses if required:

       • Click the Status or Default fields and overtype the information.

       • Click the colour block and select a different colour.

    4. Add any other Statuses if required by clicking the Add Status (button).

    5. Re-order the Statuses if required by right clicking a Status and selecting Move Up or Move Down from the context menu. It is important that Statuses are in order.

    6. Delete any of the Statuses by right clicking a status and selecting Delete from the context menu.

13. Click Save (button).

How to Copy a Stage to Create a New Stage

1. Navigate to Production Planning > Menu (button) > Edit Stages.

2. Right click the Stage you want to copy and select Edit from the context menu.

3. Click Copy (button).

4. Confirm that you want to copy the stage to a new stage.

5. Edit the new stage as required (see above).

How to Edit the Task Description

1. Navigate to Production Planning > Menu (button) > Edit Stages.

2. Click Menu (button) > Edit Task Description (SQL).

3. Click Template (button).

4. Edit the SQL as needed. Contact QuickEasy Software if assistance is required.

5. Click Save (button).

How to Add Default Statuses

ℹ️ This action:

1. Deletes all the existing statuses.

2. Creates new statuses: the default statuses.

3. Deletes all the statuses from Tasks linked to the selected Stages. 

4. Requires you to set the Statuses again in Task View.

1. Navigate to Production Planning > Actions (button) > Edit Stages.

2. Select the records you want to change (use Ctrl + Left Click to multi-select).

3. Click Actions (button) > Add default Statuses.

4. Read and accept the disclaimer (see info block above).

How to Edit Multiple Stages

1. Navigate to Production Planning > Actions (button) > Edit Stages.

2. Select the Stages you want to edit (use Ctrl + Left Click to multi-select).

3. Click Actions (button) > Batch Update.

   1. Select one of the options as follows:

      • Status: Check or uncheck the checkbox to set the Status to Active (checked) or Inactive (unchecked).

      • Group: Select a group from the dropdown list of Groups.

      • Set to Ready: Select a Status that will set the Stage to ready from the dropdown list:

        1.  Complete (Comp) 

        2. Partially Complete (P/Comp)  

        3. Assembly Partially Complete (ASM P/Comp) 

        4. Assembly Complete (ASM Comp)

      • Tracking: Check or uncheck the checkboxes next to Setup, Run, and Washup to activate (checked) or deactivate (unchecked) tracking.

      • Work Shift:  Select a shift from the dropdown lists of shifts (as created for that organisation).

      • Team:  Type the number of Team numbers in the block next to Team.

      • SQL (Group and Task):  Select a Group or Stage to copy the SQL to auto-create the descriptions. 

   2. Click Update (button).

   3. Confirm the change on the popup.

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• Reference: Board

• Reference: Gantt

• Reference: Timekeeping

• Reference: Planning Stages

• Reference: Production Planning and Tracker Settings

• Tutorial: Dashboard

• Tutorial: Jobs

• Tutorial: Tasks

• Tutorial: Materials

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Gantt

• Tutorial: Timekeeping

• Tutorial: Edit Stages