Detailed Scheduling

The purpose of detailed scheduling is to ensure that orders released to the shop floor are completed by the due date. This is achieved by detailed allocation of the different shop floor resources such as, people, machines, tools and material.

The process is finished when the order has been completed and closed.

Before you start

Detailed scheduling can begin when a work order exists in 'Work Order. Open' (MOS100) and when the basic data for maintenance activity control is defined.


Detailed scheduling can result in:

Follow these steps

The diagram below indicates the activities involved in detailed scheduling.

  1. Define View

    Sorting orders in the work center schedules are defined in 'Panel Vsn - Work Schedule. Open' (MOS131). For each view, you select the fields to be displayed, the order in which they are displayed and finally, orders are to be displayed. All fields in the order header, the operation database, priority rules and certain fields from the item database can be selected. The priority or dispatching rules are calculated before they are displayed and are not stored.

    A view can even be specified for each work center. If specified, it is done by default when the schedule for the work center is displayed.

    In panel P, you can specify whether or not the view may be changed.

  2. Check Resource Special Requirements

    This activity concerns scheduling operations within work centers. Although the starting point for this activity is 'Work Schedule. Open' (MOS130), the activity may also include checking capacity and component availability

    The result of checking special requirements may lead to the grouping of operations in order to take advantage of similarities in processing, setup or parts. It may involve checking time-critical operations. The activity can also result in changing work order operations to level the load, changing the work order’s start date/finish date or simply prioritizing certain operations.

    • Capacity Check

      The capacity can be checked in 'Work Schedule. Open' (MOS130) using two main options, option 25='Check Capacity' to display 'Load. Display per Product' (CPS110) and option 26='Gantt Chart' to display 'Load. Display Gantt Chart for WOs' (CPS140). These programs provide the information necessary to identify constrained work centers. If trouble spots are identified, the workload or operation can be rescheduled or prioritized to level the load.

      Printouts of the load are made using 'Load. Print' (CPS600). A printout can be made for any number of work centers in a desired time period.

    • Component Availability Check

      Normally, component availability is checked prior to releasing planned WOs as well as before the work order status is updated from 10 (preliminary) to 20 (definite). However, the availability of components can be also checked while working with the work center schedule using option 12.

    • Tool Availability Check

      Tool availability check can be performed in 'Work Order. Open Tool Requirements' (MOS133) which can be reached using option 13. Allocation may only be performed on tools that are allowed to be reserved and allocated.

  3. Prioritize Operations

    After considering any special conditions, this activity sequences operations in the order they are to be performed. Prioritization is performed in 'Work Schedule. Open' (MOS130). If the operations within a work center are not given prioritization by planning personnel, then the shop floor personnel must determine the order in which the operations are to be performed.

  4. Approval

    The approval activity informs shop flow personnel that the operations included in the dispatch list are ready to begin. Operations are approved using option 23. Once approved the status of the operation is updated to 50 (operation scheduled).

    After the operations have been prioritized and approved, a printout of the work center schedule can be made using 'Work Schedule. Print' (MOS615).

  5. Work Order Documents

    Work order documents can be printed while in 'Work Order. Open' (MOS100), they can be printed in 'Work Schedule. Open' (MOS130), using option 11='Print Documents'.

    'Work Order. Print Documents' (MOS140) allows you to select the work orders for which documents are to be printed. An alternate method is to select specific documents for printing using 'Work Order. Print Separate Documents' (MOS150).

  6. Start/Stop Operation

    While in the work center schedule, you can report the start/stop of both setup and run time. You can report for either a single person or a team. The reporting activity is performed using option 40 - 43.

    As information is reported, the operation’s status is updated.

  7. Reporting

    A number of different types of reporting activities may be performed directly from the work center schedule using option 30-37. After reporting, the status of the order and operation is updated

    The following information can be reported:

    • Operation (option 31)
    • Order closure (option 33)
    • Inspection (option 36)
    • Tool (option 37)
  8. Change Order

    When a problem arises with an order, the order may need to be changed or rescheduled in some manner.

    The following changes can be made:

    • Operation information (option 2)
    • Order information (option 10)
    • Material and operation list (option 10)
    • Start date, finish date for the operation (option 20)
    • Start date, finish date for the order (option 21)
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