WUR [weekly uplift requests]

This function allows for the ability to assign uplift and/or production plans for Logging Crews and for this data to be visible within WSX and for reporting.

WUR data is currently maintained within WSX via the Weekly Uplift Request (WUR) and Production Analysis screens, and on the WSX website via Production Estimates functions. Note that Production Estimate functionality is optional, activated at a Log Org level with the use of the DB Setting UseProductionEst_LogOrg. 

For information on the use of Production Estimates please see the WSX Web - Production Estimates page (add link once written...)

Each uplift request line within the WUR displays the following associated data.

• D - Icon displays to indicate if the customer has an active ‘Downtime’ event or a ‘Notify Further Actions’ event. Icons display as follows,

  • • • Red Icon - Active Downtime Event

      • Orange Icon - Active ‘Notify Further Actions’ Event

• Cust - Displays the Customer Code associated to the order

• Log Org - Displays the Logging Organisation Code associated to the order

• W/Group - Displays the WoodGroup Code associated to the order

• Source - Displays the Source Code associated to an order (where present)

• Daily Figures - For each day the following figures may present

  • • • Del (Delivered) - Total loads delivered for the day

      • Req (Required) - Total loads on order for the day 

      • 2Go (Remaining) - Loads on order less loads delivered for the day*

• Weekly Totals - A total of the requested orders and deliveries for the week

  • • • Del (Delivered) - Total loads delivered for the week*

      • Req (Required) - Total loads on order for the week

      • 2Go (Remaining) - Loads on order less loads delivered for the week*

• Comment - Displays any comments assigned to the order. Note where a comment exists against an order line the customer code for that line will display in blue.

Notes:

Colours are applied to the delivered figures to indicate the current delivery status against orders, as follows

• Red - Deliveries exceed daily order 

• Green - Deliveries are below daily order

Delivery figures may be viewed either as 

• Actual - Deliveries for journeys where the delivery has been completed, i.e., journey status is X-Empty or Empty

• Plan & Actual - Deliveries for all journeys irrespective of current status 

Sorting and Filtering the Display

The following filters and sort options exist within the WUR screen to allow you to control the data displayed.

Grouping:

• By Gang (Default) - When selected displays the order lines by Crew, by Crew Location and by WoodType

• By WoodType - When selected, displays the order lines by WoodType, by Crew by Crew Location.

• Group By Gang Location (Default) - When selected this displays an order line for each crew location. When unticked, WUR lines are combined to show just by Crew by WoodType or WoodType by Crew, depending on selection of the options listed above.

• Show Totals? - This option allows you to include or exclude from the display a total line for each specified grouping. This will be ticked by default and unticking will remove all totals including the overall total line at the bottom of all WUR lines.

Filters:

• Date - Allows for selection of the required week to display. You can select this either by scrolling up or down using the arrows or typing in the date of the first day of the week you wish to view.

• Log Org - The WUR can be filtered to display for a single Log Org or for all Log Orgs. When opening the screen, you will be prompted with the option to select a Log Org and you can either select a single Log Org, or click Cancel or hit the Escape Key to view all Log Orgs. You can also use the Log Org dropdown to select a new Log Org, or the ‘All’ button to view all Log Orgs, once in the WUR screen.

  • • • Note: When selecting Log Orgs you must highlight those required and click on the OK button (you cannot double-click to select in this screen)

• Gang - The WUR can be filtered to display orders for a single gang or for all gangs. When opening the screen, you are prompted with the option to select a gang and you can select either a single gang, or click Cancel or hit the Escape Key to view all customers. You can also use the Gang dropdown to select a new gang, or the ‘All’ button to view all gangs once int he WUR screen. 

  • • • Where a single gang is selected the ‘Prev’ and ‘Next’ buttons allow you to scroll forward or backwards through the list of gangs, viewing a single gang at a time.

• Week Beginning: [Required] - Select the first day of the week the request is to be allocated. This is automatically populated as the week selected in the WUR screen but can be edited.

• Crew Code: [Required] - Select the Crew against which the request is to be added from the Select Crew screen. Where Insert is selected when an existing WUR line is highlighted, the crew is automatically assigned as that associated to the highlighted line and cannot be edited.

• Location [Required] - Select the Crew Location against which the request is to be added from the Select Gang Location screen. Where Insert is selected when an existing WUR line is highlighted, the crew location is automatically assigned as that associated to the highlighted line, but can be edited.

• Wood Type: [Required] - Select the WoodType against which the request is to be added from the Select a WoodType Record screen.  

• Qty Requested: [Optional] - Add the required number of loads required for the request.

• Auto Add Stock: - When selected a stock item will be added to the Stock Call screen for the Crew, Crew Location and WoodType, if this does not already exist. Note that this option can be set as the default using the DB Setting AutoAddStockLine.

• Daily Distribution: [Required] - Where the Qty Requested is greater than zero the loads must be allocated across the days of the week so as to sum to the Qty Requested total. 

  • • Respread - This function allows the weekly Qty Requested value to be respread evenly across the 'work days' of the week (Work Days are set within the DB Admin - Settings screen, 'Work Days section) 

• Comment: [Optional] - A comment can be added to the request. 

Importing Weekly Uplift Requests

Weekly Uplift Requests can be imported from a correctly formatted CSV. To import, 

1. From within the WUR screen, click on the 'Import' button.

2. From the windows file explorer screen that presents, navigate to the file location where the WUR import CSV has been saved and select the file, clicking the 'Open' button to start the import.

3. On the 'Import' notification message that presents, click 'Yes' to continue.

4. If the file is correctly formatted and contains data matching that in WSX the import will process and a 'Processing Data' message will present until the import is completed.

Note: Where there are errors with the file or any data within it an error message will present. Clicking OK on the error message will prompt you to select a location to which to write the error file. Once the error file has been written you can open this and identify why the error has occurred and look to fix this in the file and reimport.

Editing a Request

The Qty Requested value on existing request lines can be edited by double-clicking the line, or highlighting the line and hitting the Enter key to activate in-line editing. Alternatively highlighting the line and selecting the Change button will open the editing screen. When editing an order all of the options as outlined in the Adding an Order section above are presented. 

• Note: Where Production Estimates are utilised for the associated Log Org, WUR line items cannot be edited in the WUR screen, these can only be modified within Production Estimates.

Event Logs

Within the WUR screen, active Event Log items will display in the Event Log display at the bottom of the screen (yellow background) for the Crew associated with the highlighted request line . 

Assign Remaining WUR

Where request values have been assigned to an incorrect crew location or the crew has moved to a new location mid-week, the remaining uplift request values can be moved to a alternate location using the 'Assign Remaining WUR' function, accessed by right-clicking on any of the WUR line items. This function will move between the gang locations either all, or the remaining (requested less loads uplifted) uplift request values, based on the following rules,

• Non-Production Estimate Log Org - Moving between gang locations with the same or different compartment - moves only the remaining uplift request values

• Production Estimate Log Org - Moving between,

  • • Gang locations with the same compartment - moves all uplift request values

    • Gang locations with different compartments - moves only the remaining uplift request values