Daily Plan
The Daily plan document type register allows you to create, change, delete and check document types of the 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 also be set.
The settings can be accessed from the menu Settings | Program | Document Types. The register of document types opens, where you 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 select the type of document. The created daily plan document type is defined by the following data:
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ID
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Enter any three-digit alphanumeric code of the type of the archive document into the field.
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Short name
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Enter any short name of the type of the archive document that is printed on reports into the field.
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Name
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Enter the descriptive name of the document type into 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 a daily plan document.
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Group
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Each type of the daily plan document can be assigned a group, and is thereby grouped 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 the LT/LX programs connect to the database, on which the accounting service also works, via hosting. The setting of the field is also intended for independent users of LT/LX versions.
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Archive
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Select the document type archive from the dropdown 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 dropdown list. Classifications are created in the Classification Scheme form.
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This section allows you to assign a calendar and department to a document type, add a new calendar, include setup time in calculating the planned time, and show the 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, the input of this information on the document is mandatory. If such information is not provided, a warning is returned.
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Calendar
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Select the daily plan calendar that you wish 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 the planned time in the daily plan.
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Show operation state
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If checked, the state of the operation is shown in the daily plan.
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Show Plan / Done Qty on Daily Plan
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From the dropdown menu, select an option of quantity that you would like to have shown on the daily plan.
The options are:
- Do not show – quantities are not displayed on the daily plan.
- Show Done Qty from WO – displays quantity of good products from the work order.
- Show Done Qty from Operation - displays quantity of good products from the operation.
- Show Done and Bad Qty from WO - displays quantity of good and bad products from the work order.
- Show Done and Bad Qty from Operation - displays quantity of good and bad products from the operation.
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Add new Calendar
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By clicking the button, the Add new Calendar form for creating and editing the daily plan calendars will open.
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On the Permissions tab, you can set authorizations to one or more users at the same time.
