Production Planning - Settings

Settings

Navigation: Main Menu > Setup > Settings

General (tab)

• Production Planning > Disable Task Scheduling: 

  • • Checkbox (default unchecked). 

    • If checked tasks cannot be scheduled, only the full transaction can be scheduled. All the date fields linked to Tasks and scheduling actions are hidden. 

• Production Planning > Enable Groups and Tasks: 

  • • A checkbox. If checked Groups and Tasks are enabled.

    • All the tasks in the same Stage are Grouped into one Grouped Task

    • The Routing column, Board View and Task View only show the Grouped Tasks.

    • Groups and Tasks are displayed in a tree view in Job Edit View.

    • Tracking and Timekeeping are done at a Group Level. However, Task Statuses can be set in a Part-Complete Group using the Tracker app or in the Jobs Edit View.

    • Start/End Dates cannot be set on a Task Level and will be cleared if they are edited.

    • Tasks in a Group can be deleted. When the last task is deleted, the Group is deleted.

    • Group Status changes are cascaded to Tasks: Pending, Planned, Ready, Complete unless the Task's status is Complete or Part-Complete.

    • The required quantity (Req Qty) and estimate hours (Est Hrs) can be edited for Tasks and Groups. The Task fields are added to form the Group fields.

• Production Planning > NCR - Category: 

  • • Provides a dropdown list of NCR categories for users to select the one that applies to production. 

    • Allows NCRs to be created from Task View.

• Production Planning > Set Complete Quantity in Tasks (Manual): 

  • • Checkbox. If checked, the complete quantity can be manually edited. If unchecked, the complete quantity can only be set using the Tracker app.

• 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 Completed Quantity in Routing:

  • •  A checkbox. If checked, the completed and required quantities are displayed in the Task Routing fields in the format Completed/Required (e.g. (3/4))

• Production Planning > Show Progress (Qty):

  • •  A checkbox. If checked, shows 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.

Transactions (tab)

ℹ️ If settings are not added to transactions, warnings are displayed in production planning as follows:

• Job View / Tasks View / Board Views: Transaction Setting - Production Planning > Enable Tasks in Production Planning = Empty.

• Materials View - Transaction Setting - Transaction Setting - Production Planning > Enable Materials in Production Planning = Empty.

• Outwork View - Transaction Setting - Transaction Setting - Production Planning > Enable Outwork in Production Planning = Empty.

• 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).

  • Production Planning > Default: Due Date (Days before Req Date): Allows the due date to be set automatically based on the number of days entered.

  • Production Planning > Default: Material Procurement Date (Days before Start Date): Allows the material procurement date to be calculated based on the start date.

  • Production Planning > Default: Start Date (Days before Due Date): Allows the start date to be calculated based on the due date.

  • Production Planning > Enable Materials in Production Planning: If checked, it uses the Transaction Type as the default for materials. 

  • Production Planning > Enable Outwork in Production Planning: If checked, it uses the Transaction Type as the default for outwork. 

  • Production Planning > Enable Tasks in Production Planning: If checked, it uses the Transaction Type as the default. 

  • Production Planning > Sales Order Transaction - Set Req Date: Allows the date on which customers require the goods to be set in the sales order. With this option, the required date can only be changed from the sales order.

  • Production Planning > Transaction used for Goods Issues: If checked, it uses the Transaction Type as the default. 

  • Production Planning > Transaction used for Purchases: If checked, it uses the Transaction Type as the default. 

  • Production Planning > Work Order Transaction - Set Due Date: Allows the date by which production should be complete to be set in the work order (not the sales order). 

  • Transactions > Caption for Start Date (Production Planning): A caption can be entered in the Value column. If a caption is entered

• 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).

Users (tab)

• General > Production Planning - Access Allowed: The options are None, User, or Administrator.

• Production Planning > Default View: Provides a dropdown list of all the production views. Allows users to select which view should open by default. (Default = Dashboard)

• Production Planning > Enable Views: Provides a list of all the production views. Users can select which views to enable by checking or unchecking the specific checkboxes (Default = All views).

• Setups > Production Planning Settings - Access Allowed: Checkbox. If checked access is allowed.

• Setups > Tracker - Access Allowed: Checkbox. If checked access is allowed.

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 (this page)

• Setup Guide: Production Planning

• Tutorials: Board

• Tutorials: Dashboard

• Tutorials: Gantt

• Tutorials: Jobs

• Tutorials: Materials

• Tutorials: Outwork

• Tutorials: Tasks

• Tutorials: Timekeeping

• Understanding Production Planning