Scheduling production online

Company

Select a company number defined on Company (IC01.1).

Location

Select a valid stock location as defined on Location (IC02.1). It is also the production facility where finished goods are produced for work orders.

If this field is blank, this form processes applicable items assigned to all locations defined for the company in Item Location (IC12.1).

Item

Select the finished good for which you want to schedule production for.

Period End Dates

The group of fields, Period End Dates, are used to establish flexible "time fences" which group demand records together. These groups are then displayed on the Process tab. Each period date indicates the end of that period.

Type a date in the Period 1 field to display the unscheduled demand after the date in the Previous Period and up to the date in this field. The date typed in the Period 2 field displays unscheduled demand from the dates following Period 1 to the end date in Period 2.

Note: On the Process tab, you can group demand records for production scheduling within a specific period.

Date Used

Select whether you want the application to display demand based on the Date Needed or the Production Start Date. If you select Production Start Date, the application factors in the production lead time for that finished good (as defined in the Inventory Control application).

Document Demand View

Select how you want to display the document demand during the scheduling process.

Summary displays summary lines by period for orders and for requisitions. This option also consolidates demand from multiple demand sources onto one work order.

Detail lists orders and requisitions separately (forecast demand is always summarized). This option also separates demand onto individual work orders.

Firm Allocation

Select whether or not the finished good gets allocated to the originating source document demand when a work order is being created for one sales order, requisition, or work order. If you select Yes, it allows an order, requisition, or work order after production feedback, to continue processing without having to allocate the finished good to the source document. If the field is set to No, the finished good needs to be allocated later.

This option also marks the allocation as firm allocation, meaning that batch allocation cannot deallocate quantities from this finished good demand.

Work Order Status

Select the status for work orders to be created in as a result of production scheduling (Unreleased, Released, Exploded, or In Production). Maintaining work orders

After you have selected and released demand and work orders have been created, you can change the status for the next demand records to select and release for work orders.

Production Dates

Type the production start date to default to the start date of the work order shown on the Scheduled Work Orders subform when you select demand lines on the Process tab to be scheduled.

Work Order Capacity

This is the maximum quantity of a finished good that may be scheduled to a single work order. No capacity checking occurs when the schedule is being released, if this field does not contain a value.

Work Order

Select the work order. This identifies the work order that will be assigned to the first work order created from a selection/release process of production scheduling. This field is required if work order numbers are manually assigned for the production facility. Do not type a value in this field if work order numbers are automatically assigned for the production facility.

Select demand to schedule on the Process tab by selecting the Group or Separate line action with the Change form action, depending on whether you want to group multiple demands or if you want individual work orders for specific demand lines that display on the Process tab. You can group some demands into one group to be combined on a work order and mark other demand lines to be placed on separate work orders within the same selection process before releasing the schedule. You can optionally indicate if you want more than one work order created from each demand line marked as separate or from the lines marked as grouped. Use the following guidelines to enter field values:

Line Action

Select the line action you want to perform.

• Select the Group line action to group lines together for work order creation.

• Select the Separate line action to select lines that are to go to separate work orders.

• Select the Delete line action to unmark any grouped or separate marked lines.

X

Select X to display the Scheduled Work Orders (WO20.2). View the information that will appear on the work order (including production dates that defaulted from the Build tab).

Change the start date, end date, or work order number as needed. You can change quantities, but the total of all lines must equal the quantity scheduled. For example, if you reduce the quantity of the first line by three, you must add that quantity to a second line.

If the user who started the scheduling process was not able to complete it, you can delete the schedule process and start over. Do not do this if the person who started the scheduling is still scheduling production for the finished good.

If you have grouped or marked several demand lines on the Process tab for separate work orders but have not released the schedule and you decide you do not want scheduling to occur, you can select the Delete form action instead of unmarking the individual demand lines and selecting the Finish form action.