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 the Work Order 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. Mobile App > Production: Enable Transaction

            2. NCR > Transaction used for 'Production Related'

            3. Production Planning > Default Due Date (Days before Req Date)

            4. Production Planning > Default: Material Procurement Date (Days before Start Date)

            5. Production Planning > Default: Start Date (Days before Due Date)

            6. Production Planning > Enable Materials in Production Planning

            7. Production Planning > Enable Outwork in Production Planning

            8. Production Planning > Enable Tasks in Production Planning

            9. Production Planning > Work Order Transaction - Set Due Date

            10. 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 all the added settings that have checkboxes.

      6. Type the number of days in the Value column for the settings that start with Default. The number of days depends on your organisation's production delays.

      7. Type a caption (e.g. Start Date) for the start date next to the setting 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, User, Administrator. Administrator access is required to update or edit the records.

How to Create Shifts

ℹ️ You can create a new Shift by copying an existing 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 shift to edit it.

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

- If a 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 

If production closes for lunch, shifts should indicate that (e.g. Monday Morning 08:00 - 12:30, Monday Afternoon 13:30 - 16:30). 

Shifts are added to operators on the staff tab.

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

2. Click Shifts (tab).

3. Click Add Shift (button).

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

   2. Code = Type a short description for the work shift (e.g. DAY 40 to represent the daily shift of 40 work hours).

   3. 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).

   4. Repeat Step 3 for the remaining days and times.

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. Group = Select a group from the dropdown list or type a new name to create a new group.

   • These groups can be displayed on Tasks View by using the Field Chooser (*) and selecting Workstation Groups.

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

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

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

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

     • Queue: Used when multiple workstations are available. Jobs are queued until they are allocated to a workstation.

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

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

       • 1. Next Task Trigger = Select Part Complete or Complete from the dropdown list. If a job is normally completed before the next one is started, select Complete. If a job is partially completed and there is a delay, but you can start the next job during that delay, select Part Complete.

         2. Buffer Hrs = Type the number of hours needed between jobs (e.g. wait time for ink or paint to dry).

         3. Workstation = Select a Workstation from the dropdown list, click Add (button). 

         4. Shifts = Click the ellipses. Move all the applicable shifts using the arrows in the middle from the Available section to the Assigned section. Click OK (button).

         5. Resources = Type how many resources (e.g. team members) are needed.

         6. 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. Next Task Trigger = Select Part Complete or Complete from the dropdown list. If a job is normally completed before the next one is started, select Complete. If a job is partially completed and there is a delay, but you can start the next job during that delay, select Part Complete.

         2. Buffer Hrs = Type the number of hours needed between jobs (e.g. wait time for ink or paint to dry).

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

         4. Click Add (button).

         5. Repeat Steps 3-4 to add more Suppliers.

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

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

         2. Click Add (button). 

         3. Repeat Steps 1 and 2 to add additional workstations. 

            • Note: A workstation can only be added once. 

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

   • • Note: This setting is only available if you enable the use of Groups and Tasks.

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

11. Click Save (button).

How to Copy a Stage to Create a New Stage

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

2. Double-click the Stage you want to copy to open it.

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 a Task Description (SQL)

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 Edit a Group Description (SQL)

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

7. Click Menu (button) > Edit Group Description (SQL).

8. Click Template (button).

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

10. Click Save (button).

How to Edit Multiple Stages

1. Navigate to Production Planning > Menu (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 these options: 

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

      • Next Task Trigger: Select Complete or Part Complete from the dropdown list.

      • Resources: Type the number of resources (e.g. team members) needed.

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

      • Shift:  Select a shift from the dropdown lists of shifts (as created for that organisation). Click Add to add the shift or click Remove to remove the shift.

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

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

      • Wait Hrs (Buffer Hrs):  Enter the number of buffer hours in the adjacent block.

   2. Click Update (button) (n/a to shifts).

   3. Confirm the change on the popup.

Related Topics

• Reference: Board

• Reference: Dashboard

• Reference: Gantt

• Reference: Jobs

• Reference: Kanban Board

• Reference: Materials

• Reference: Outwork

• Reference: Tasks

• Reference: Timekeeping

• Reference: Planning Stages 

• Reference: Production Planning Settings 

• Setup Guide: Production Planning

• Tutorials: Board

• Tutorials: Dashboard

• Tutorials: Gantt

• Tutorials: Jobs

• Tutorials: Materials

• Tutorials: Outwork

• Tutorials: Tasks

• Tutorials: Timekeeping

• Understanding Production Planning