Embedded Files
Overview
Overview
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
Settings
Settings
Navigation: Main Menu > Setup > Settings
General (tab)
General (tab)
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.
Transactions (tab)
Transactions (tab)
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 > 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 > 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.
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)
Users (tab)
General > Production Planning - Access Allowed: The options are None, View Only, or Full Access.
Setups > Production Planning Settings - Access Allowed: Checkbox that allows access if checked.
Setups > Tracker - Access Allowed: Checkbox that allows access if checked.
Related Topics
Related Topics
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