Production Planning - Jobs Tutorials 

BOS Enterprise and Production Planning

How to Enhance Production Planning

1. Ensure that your Items and Costings (tabs) are set up correctly, especially the time it takes to produce an item (Services). 

2. If a customer orders multiple items, it is acceptable to create a single Sales Order. 

3. Try to create a separate Work Order for every item that must be produced so that items can enter production as soon as their materials are ready.  This system helps prevent bottlenecks.

How the Job View Helps Complete Orders on Time

1. The Job view shows two date columns by default. A third column (Start Date) can be added from the Field Chooser (*).

   1. Required Date: This is the date by which the customer must receive the goods. A setting determines if the required date is set by the sales order, in which case it can only be changed there.

   2. Due Date: This is the date by which the goods should be produced. The Due Date is generally considered flexible and can be adjusted to fit in with production schedules. 

2. If the Due Date is later than the Required Date or today, it is shown in red. In this case, you can see if the job can be started sooner or negotiate a new delivery date with your customer.

How Job View Helps with Production Planning

ℹ️ This sequence of events depends on your settings.

1. The Job view integrates with Goods Issued and Received to show if the materials are ready.

2. If the materials are ready (at 100%), you can release the job to production (Actions (button) > Release to Production).

3. When jobs are in the Planning Stage, they have white icons (abbreviations) for each stage that must be completed.

4. When jobs are scheduled, they have colour-coded icons (abbreviations). Jobs can be scheduled, and the scheduling adjusted from multiple Views.

How to Manage Sending Jobs into Production

1. When choosing to send the jobs into production, consider the following:

   1. If you have many jobs and send them all into production, your Planning Board may become hard to manage.

   2. If you send too few jobs into production, departments or machines may be left idle.

2. Therefore, based on your organisation's unique circumstances, you could work out an optimum number of jobs that should be in production. This could be a fixed number, the next two days' jobs, or the next two weeks' jobs.

Managing Jobs in Jobs View

How to Display a List of Jobs

1. Navigate to Production Planning > Menu (button) > Jobs.

2. Adjust the filters as required.

3. Click View (button).

How to Change Jobs' Active Statuses

1. Display a list of jobs.

2. Select the entries you want to change. Use Ctrl + Left click to select multiple entries.

3. Click Actions (button) > Batch Update.

4. From the Batch Update dropdown list, select Status (Active).

5. Select a new Status from the dropdown list of Statuses adjacent to Status (Active).

6. Click Update (button).

7. Confirm the change on the popup.

How to Create the Stage Icons (Abbreviations)

ℹ️ Depending on your settings, this process adds the stages to the job in white but does not place the job on the job board until it is planned.

1. Display a list of jobs.

2. Select the entries you want to change. Use Ctrl left click to select multiple entries.

3. Click Actions (button) > Add/Update Planning.

4. Confirm the change.

How to Add a Job to Production

ℹ️ This process colour-codes the icons and adds the jobs to the Planning Board.

1. Display a list of jobs.

2. Select the entries you want to change. Use Ctrl left click to select multiple entries.

3. Click Actions (button) > Release to Production.

4. Confirm the change.

How to Remove a Job from Production

ℹ️ This process removes the job from production and resets the icons to white.

1. Display a list of jobs.

2. Select the entries you want to change. Use Ctrl left click to select multiple entries.

3. Click Actions (button) > Set Tasks to New.

How to Reset a Job

ℹ️ This process removes the job from production and planning. The icons are removed, and any transactions (e.g. Timekeeping) are cancelled.

1. Display a list of jobs.

2. Select the entries you want to change. Use Ctrl left click to select multiple entries.

3. Click Actions (button) > Remove from Planning (Pend Tasks).

How to Show Jobs that are Due on a Specific Date

ℹ️ Due dates are generally used to indicate the day on which production should be finished to get the order to the customer on time.

1. Navigate to Production Planning > Jobs.

2. Select a Date next to Set (e.g. Today or Next 7 Days).

3. Click the Radio Button next to Job Due (it is selected by default and greyed out if a date is not selected).

4. Click View (button).

   • Note: If nothing is displayed, then no jobs are due in the selected period.

How to Show Jobs that are Required on a Specific Date

ℹ️ Required dates are the dates on which the Customers want their orders.

1. Navigate to Production Planning > Jobs.

2. Select a Date next to Set (e.g. Today or Next 7 Days).

3. Click the Radio Button next to Job Req.

4. Click View (button).

4. • Note: If nothing is displayed, then no jobs are required in the selected period.

How to Show On Hold Jobs

1. Navigate to Production Planning > Jobs.

2. Select a Date next to Set or select No Date to display all the records.

3. Click the checkbox next to On Hold.

4. Click View (button).

How to Show Jobs Released into Production

1. Navigate to Production Planning > Jobs.

2. Select a Date next to Set or select No Date to display all the records.

3. Click the checkbox next to Released.

4. Click View (button).

How to Show Jobs that are Ready and Mark Them Complete

1. Navigate to Production Planning > Jobs.

2. Select a Date next to Set or select No Date to display all the records.

3. Click the Active checkbox on the status group checkboxes.

4. Click View (button).

5. Select all the records where Tasks and Materials are at 100%. Click the first entry, hold down the Shift key and click the last entry.

6. Click Actions (button) > Set the Job Status Complete.

7. Confirm the change on the popup.

Managing Dates 

ℹ️ The dates on the job list can be changed by using various actions, and also by rescheduling jobs from the Board.

How to Change the Due Dates

1. Display a list of jobs.

2. Select the records you want to change. Use Ctrl + Left Click to select multiple records.

3. Click Actions (button) > Batch Update.

4. Select Due Date from the dropdown list next to Update.

5. Select a new date and time from the fields next to Due Date.

6. Click Update (button).

7. Confirm the change on the popup.

How to Change the Required Dates

1. Display a list of jobs.

2. Select the records you want to change. Use Ctrl + Left Click to select multiple records.

3. Click Actions (button) > Batch Update.

4. Select Req Date from the dropdown list next to Update.

5. Select a new date and time from the fields next to Req Date.

6. Click Update (button).

7. Confirm the change on the popup.

How to Set the Due Dates to Match the Required Dates

1. Display a list of jobs.

2. Select the records you want to change. Use Ctrl left click to select multiple records.

3. Click Actions (button) > Set Due Date to Req Date.

4. Confirm the change on the popup.

How to Set the Required Dates to Match the Due Dates

1. Display a list of jobs.

2. Select the records you want to change. Use Ctrl + Left Click to select multiple records.

3. Click Actions (button) > Set Req Date to Due Date.

4. Confirm the change on the popup.

How to Adjust the Dates using Start Dates

ℹ️ This process works form the first start date and schedules all the other jobs accordingly.

1. Display a list of jobs.

2. Select the records you want to change. Use Ctrl left click to select multiple records or Ctrl A to select all.

3. Click Actions (button) > Schedule from Start Date.

4. Confirm the change on the popup.

How to Adjust the Dates using Due Dates

ℹ️ This feature uses the job's due dates and schedules them to start as soon as necessary to finish on the due. 

1. Display a list of jobs.

2. Select the records you want to change. Use Ctrl left click to select multiple records.

3. Click Actions (button) > Schedule from Due Date.

4. Confirm the change on the popup.

Viewing Detailed Information

How to View Task Progress

1. Display a list of jobs.

2. Right click an entry and select View Task Progress from the context menu.

3. You are switched to Tasks View with a filter applied that only shows tasks for the job you clicked on.

   • Note: On Tasks View, the Percentage Progress is shown in the column Tasks %.

How to View Material Availability

1. Display a list of jobs.

2. Right click an entry and select View Materials Progress from the context menu.

3. You will be switched to Materials View with a filter applied that only shows materials for the job you clicked on.

   • Note: On Materials View, the column Available shows what Material is available, and the column Qty (Req) shows the quantity required. 

How to View Outwork Progress

1. Display a list of jobs.

2. Right click an entry and select View Outwork Progress from the context menu.

3. You are switched to Outwork View with a filter applied that only shows outwork for the job you clicked on.

3. • Note: On Outwork View, the column Qty (Out) shows the outstanding quantity. 

How to View a Detailed List of Tasks

1. Display a list of jobs.

2. Right click an entry and select View Gantt from the context menu.

3. You will be switched to Gantt View.

3. • Note: The Gantt View lists the tasks, their start and end dates, and expected duration. It also shows a visual summary of the durations. 

How to View a Job's Timekeeping

1. Display a list of jobs.

2. Right click an entry and select View Timekeeping from the context menu.

3. You are switched to Timekeeping View with a filter applied that only shows materials for the job you clicked on.

3. • Note: The Timekeeping View shows the duration and quantities completed (depending on certain settings). 

How to View Jobs' Variances (Cost of Sales)

1. Display a list of jobs.

2. Right click an entry and select Open Cost of Sales from the context menu.

3. You are switched to Cost of Sales with a filter applied that only shows materials for the job you clicked on.

3. • Note: The columns Variance and Var % show any variances.

How to View Linked Transactions

1. Display a list of jobs.

2. Right click an entry and select Open Transaction from the context menu. The source transaction (e.g. Work Order) is opened.

3. You can also right click an entry and select Open Linked Transactions to display a list of transactions on the right-side panel.

Managing Tasks (View/Edit Jobs)

How to View or Edit All the Components of a Job (Tasks)

1. Display a list of jobs.

2. Right click an entry and select View / Edit Job from the context menu.

3. You are switched to the View/Edit Job interface. This view lists all the stages the job must go through along with the expected times, quantities, and progress.

How to Edit the Required Quantities

1. Display a list of jobs.

2. Right click an entry and select View / Edit Job from the context menu.

3. Click the quantity in the Req Qty column and type a new quantity.

   • Note: If this column is not displayed, use the Field Chooser (*) to add it.

4. Click Save (button).

How to Change Task Statuses

1. Display a list of jobs.

2. Right click an entry and select View / Edit Job from the context menu.

3. Right click a task on the list and click one of these options:

   • Next Status

   • Previous Status

   • Complete Status

How to Copy a Task

1. Display a list of jobs.

2. Right click an entry and select View / Edit Job from the context menu.

3. Right click an entry on the View / Edit Job list and select Copy Task from the context menu.

How to Delete a Task

1. Display a list of jobs.

2. Right click an entry and select View / Edit Job from the context menu.

3. Right click an entry on the View / Edit Job list and select Delete Task from the context menu.

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 (this page)

• Tutorials: Materials

• Tutorials: Outwork

• Tutorials: Tasks

• Tutorials: Timekeeping

• Understanding Production Planning