Exact Visual scheduler - Scheduling production orders

Schedule production orders

Select one of the following options:

• New — Select this to display all operations with the Active status, production orders with the Open, Approved, Released, and Printed statuses, as well as production orders that do not have scheduled start and end dates.
• Active — Select this to display all operations with the Active status, and production orders with the Open, Approved, Released, and Printed statuses.

Operation

Type or select an operation to display only new or active production orders with production operations that will run through the selected operation.

Through promised date

Type or select a date to display production orders:

• with a delivery line that has the same promised date as or prior to the selected date, and
• a remaining quantity greater than 0.

Start date

Select the date for when the first production operation needs to start.

Keep in mind: This is enabled only if you have selected the Forward schedule check box.

Filter

Select one or more filters from the list of options to further filter the production orders that will be displayed. Click Clear filter to cancel the selection of filters or Apply filter to allow the filtering to be performed based on the selected options.

Open, Authorized, Released, Printed

Select one of the options provided in the drop-down list to display production orders with the selected status.

Note: The production order status will be pre-selected as per the last selection by the user.

Allow scheduling prior to today

Select this check box to allow production orders with a start date prior to the current date to be scheduled.

Allow material to affect scheduling

Select this check box to allow materials to affect the scheduling of production orders with a start date.

Forward schedule

Select this check box if you want to schedule the selected production orders forward from the current date. Otherwise, a backward schedule will be performed for the selected production orders. Selecting this check box will enable the Start date field.

Include project end date as promised date

For a production order without a sales order linked, there will be no promised date because the promised date follows the fulfillment date in a sales order. Therefore, no dates will be displayed under the Promised column for production orders without sales orders linked.

Select this check box if you want the promised date of a production order (without a sales order linked) to follow the planned end date of its respective project. The planned end date is the date filled in the to field of a project card.

Production orders tab

Selected

Operation orders with the check boxes selected will be scheduled.

Production order

This displays the production orders to be scheduled. Click the hyperlinked production order number to display the production order.

Make item

This displays the make items of the production orders.

Debtor

This displays the customers that the production orders are for.

Promised

This displays the fulfillment date of the linked sales order of the earliest delivery lines with a remaining quantity greater than 0. For a production order without a sales order linked, no date will be displayed unless the Include project end date as promised date check box is selected.

Start date

This displays the dates that the first production orders are scheduled to start.

End date

This displays the dates that the last production orders are scheduled to end.

Status

This displays the statuses of the production orders.

Lead time

This displays the number of days required to ship the make items to the debtors.

Note:

• Zero will be displayed in this column for production orders that are not allocated to any sales order.
• The warehouse lead time and one day of production safety will not be taken into account for the calculation of lead time if:
• the production order is not allocated to a sales order,
• the scheduling is defined as Backward (the Forward schedule check box is not selected), and
• the Include project end date as promise date check box is selected.

Error

This displays the errors occurred that prevented the production orders from being scheduled.

Exceptions tab

Production order

This displays the IDs of the production orders to be scheduled.

Operation / Supplier

This displays the IDs of the operations (inside operations) or IDs of the vendors (outside services) on the production operations that have exceptions.

Steps

This displays the operations being run.

Requirement

This displays the material requirements or the make items being made by a component production linked to the production operation.

Description

This displays the descriptions of the exceptions.

Scheduler setup

Click this to display the Scheduler setup screen and define the settings for global scheduled tasks. You can use this to automatically run the global scheduling at the preset times and frequency so that the production orders can be scheduled during down time without having to manually start the process.

Select all

Click this select all displayed production orders. All check boxes in the Selected column will be selected.

Deselect all

Click this to clear the selections for all displayed production orders. All check boxes at the selected column will be cleared.

Update exceptions

Click this to update the exception list.

Refresh

Click this to refresh the information in the Global scheduling screen.

Clear

Click this to clear the schedule of selected production orders. However, this will not clear the material requirements and component production that have been manually linked to production operations.

Schedule

Click this to schedule the selected production orders.