Daily Plan
The Daily plan document type register allows you to create, change, delete and check document types of daily plan. Here you can set all the parameters for the daily plan, specify the department to which the plan applies and link it with a calendar. Additional settings for resources, employees, work orders and operation types can be set.
The settings are accessed from the menu Settings | Program | Document Types. The register of document types opens, where we expand the Plans panel and select the Daily plan panel.
Below is the description of the register’s features.
Toolbar enables various functionalities in the Document Type register.
In the header of the form, enter the data necessary to enter the type of document. The created daily plan document type is defined with the following data:
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ID
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Enter any three-digit alphanumeric code of the type of archive document in the field.
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Short name
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In the field, enter any short name of the type of archive document that is printed on reports.
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Name
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Enter the descriptive name of the document type in the field.
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Record Only
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The field is marked in yellow if it is a record type of daily plan documents.
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Group
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Each type of the daily plan document can be assigned a group and thereby group it in the menu.
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Link to LT/LX Menu
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The setting of the field is mainly intended for accounting services whose users of LT/LX programs connect via hosting to the database, on which the accounting service also works, as well as independent users of LT/LX versions.
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Archive
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Select the document type archive from the drop-down list. Archives are created in the Archive document type register.
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Classification
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Select the document type classification from the drop-down list. Classifications are created in the form Classification Scheme.
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This section allows you to assign a calendar and department to a document type, add new calendar, include setup time in calculating planned time, and show operation state and quantities on the daily plan.
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Department
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Select the department to which you want to assign the document type of the daily plan.
If the checkbox next to the field is checked it means that the input of this information on the document is mandatory. If such an information is not provided, a warning is returned.
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Calendar
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Select the daily plan calendar you want to assign to the daily plan.
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Include Tsu in calculating planned time in Daily Plan
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If checked, the set-up time (Tsu) will be included in calculating planned time in daily plan.
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Show operation state
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If checked, the state of operation is shown in the daily plan.
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Show Plan / Done Qty on Daily Plan
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Select an option of which qunatity is shown on daily plan from the drop-down menu.
Options are:
- Do not show – quantities are not displayed on the daily plan.
- Show Done Qty from WO – displays quantity of good products from work order.
- Show Done Qty from Operation - displays quantity of good products from operation.
- Show Done and Bad Qty from WO - displays quantity of good and bad products from work order.
- Show Done and Bad Qty from Operation - displays quantity of good and bad products from operation.
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Add new Calendar
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By clicking the button, you open the form Add new Calendar, for creating and editing the daily plan calendars.
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On the Permissions tab, you can set authorizations to one or more users at the same time.
