Opens a window for creating specific types of plans by selecting an
appropriate option in the Plan
window of Plan menu. When opening the window a plan that was last
processed is displayed.
You must first prepare a plan type based on a defined
plan document type.
The name of the window in the title bar is equivalent to name of plan type,
as defined in plan document type.
Having created a new plan (by clicking
and entering data in plan header), you have to confirm it (
)
and then enter data in plan lines.
Enter lines of plan directly or by transferring them using action
buttons dealt with in detail in the follow-up - in manufacturing, in sales
orders, in some other plan or in material plan.
To do manage plan lines use navigation buttons the window
You can also enter plan lines by using Find Item
command from the right-click menu or simply by using a shortcut Ctrl+F.
How to enter individual fields in plan lines and methods used for editing are
dealt with in the follow-up.
Detailed treatment of the functions
Calculate Start Time and Calculate End Time based on data entered
in specifications can be found at the end of this topic.
They can be called up from a right-click menu.
Taskbar in Plans:
 |
Irretrievably
deletes a selected plan.
|
 |
Copies contents of plan to a newly-created
one.
.
|
 |
Creates a
report from plan contents, according to
criteria set prior to trying to generate a plan.
|
 |
| Create Plan Lines
from Orders
| Lines of sales orders that were selected
according to set criteria are transferred to plan lines.
|
| Create
Plan Lines from Manufacturing
| Data from manufacturing work orders
that were selected according to set criteria are transferred to plan lines.
|
| Copy Plan Lines |
Opens a window for copying plan lines. |
Delete Plan Lines
|
Opens a window for deleting plan lines.
|
Create WO
| Opens a window for creating work
orders from plan lines.
|
Scheduling
| Opens Schedule Plan window allowing you
to distribute material requirements by specific dates in detail.
|
Capacity Planning
| Opens Capacity Planning window allowing
you to run an analysis of the capacities required in order to realize a
specific plan.
|
Material Planning
| Opens Material Planning window allowing
you to distribute material requirements of a specific plan in detail.
|
|
The following functions can only be observed when in Plan Spec panel: |
|
|
Edit Lines
|
Inserts a line in specification and using it you can
add operations to procedure. At the same time it is used for
changing and deleting just like in creating product specifications.
|
|
Rearrange Lines |
Rearranges material lines and operations just like in creating
product specifications.
|
|
Copy Specification |
Opens a window for
copying specifications.
|
| Delete Specification |
Click it to delete a specification.
Before deleting is actually performed you have to confirm the operation.
By deleting a plan specification a direct link between a line in plan
and its corresponding specification is reestablished.
|
|
Main Section Offers the Following Fields for Creating a Plan:
Date
| Displays a date of plan. Typically it is the
date on which the plan was created. By default it is the current data and
you can also select it at will.
|
Number
|
Displays the number and name of the plan. It is generated automatically as a 5-digit
plan prefix number. The first two digits mark a year and this is followed
by a 3-diigit code for type of plan which is basically plan document type ID.
Name is maximum 40 characters in length.
|
Status
|
Plan status can be either O - Open or C - Closed. By
default it is set to O - Open. After the plan is no longer in use, that is, it
is archived, you manually set status C - Closed.
|
Period From
|
Displays a start date from the selected plan period.
|
To
|
Displays an end date of the selected plan period.
|
Clerk
|
Select an employee ID responsible for a specific plan (person responsible).
|
Customer
| Select a customer linked to the plan.
|
Consignee
| Select a consignee linked to the plan.
|
Department
| Select a department linked to the plan.
|
Cost Center
|
Select a cost center linked to the plan.
|
| Material Planning Complete:
| Displays date and time when the last material
planning was generated.
|
| Capacity Planning Complete:
| Displays date and time when the last capacity
planning was generated.
|
| Schedule Planning Complete:
| Displays date and time when the last schedule
planning was generated.
|
Note
| Enter any text related to the plan.
|
By clicking
you can hide a section of the panel.
 |
By clicking title of a field they are displayed in ascending
order.
|
 |
The order in which columns are displayed can be rearranged by
drag-and-drop method.
|
In the bottom section are displayed two tabs displaying the following
data:
Plan Lines:
Line
| Display a consecutive number of plan line,
You can change it at will. Double-clicking it displays data in
Plan Spec panel.
|
Regulation
| If checked, displays whether a line of
plan is linked to a specification. It is refreshed whenever a
plan specification
is
updated, deleted,
copied... By double-clicking it opens
Plan Spec panel. |
Has Spec?
| If checked, displays whether an item in
line of plan is linked with
product specification. |
Item
| Enter or select ID of item in line of plan.
Double-clicking the ID opens
item's product specification, if it handles of an
item of type P,C or U. In the
opposite case opens the
Items
register.
|
Name
| Enter or select a name of item.
|
Alt.
|
Displays alternate item's ID¸. You can select among item alternates
manufactured using a
product specification from a selection
table. |
Quantity
| Displays item quantity in a line. You can
change it.
|
Scrap
| Displays a planned quantity of scrap in a
line of plan. You can change it.
|
Waste
| Displays a planned quantity of waste in a
line of plan. You can change it.
|
U/M
| The unit of measurement used with item quantity.
|
Start Date
| Select a planned start date of manufacturing.
It can also display a start date calculated on the grounds of a defined
end date (deadline) from specification. When entered manually the time (hours, minutes)
is entered after having selected a date.
Start date also gets entered by transferring from manufacturing to plan as
well as in copying plan.
|
End Date
| Select a planned end date of manufacturing.
It can also display a start date calculated on the grounds of a defined
start date (deadline) from specification. When entered manually the time (hours, minutes)
is entered after having selected a date.
End date also gets entered by transferring from sales orders to plan, from
manufacturing to plan and material plan to plan as well as in copying
plan.
|
Doc. Type
| Select a manufacturing (work order) document
type. The default document type when creating lines of plan (or by
transferring) is defined when you set
item in Specification panel, that is, in
document type settings when creating new items the Items panel.
You can change the second available document type in manufacturing.
|
Order
| Sales order
number will be transferred from linked sales orders when transferring
from sales orders or from manufacturing. You can enter it manually or it
can be changed at will.
|
Order Item
| Line number of sales order will be
transferred from linked sales orders when transferring from sales orders
or from manufacturing. You can enter it manually or it can be changed at
will. |
. . .and Its Continuation - after Scrolling Right
Date of Order
| Select a date of sales order which is the
date on which it was created . It is transferred from linked sales
orders when transferring from sales orders or from manufacturing. You
can enter it manually and change it at will.
|
Order Status
| Display order status if a line of plan was created on grounds
of an order.
|
Order Qty.
| Displays order quantity on grounds of which a
line of plan was created.
|
Order Dispatched
| Displays an already dispatched quantity in line of order.
|
Order Open
| Displays quantity as of yet not dispatched:
that is, the difference between the values in fields Order Quantity
and Order Dispatched.
|
Customer
| Select a customer that is transferred from
linked sales orders when transferring from sales orders or from
manufacturing. You can enter it manually or change it at will. After having
selected it the
Consignee is filled-in
automatically.
|
Consignee
| Select a customer that is transferrd from
linked sales orders when transferring from sales orders or from
manufacturing. You can enter it manually.
After haviing selected a consignee
Customer is filled-in
automatically with data from the Subjects register.
If payer has not been set, then the customer is equivalent to consignee.
Here you have to take into account that the customer was not entered
previously.
|
Department
| Select adepartment from which a customer is transferred from
linked sales orders when transferring from sales ordes or from manufacturing.
You can enter it manually or change it at will.
|
Note
| Enter any text to line in plan. Click
to display the note and add anything to it. |
| Cost Center | Select a
cost center in transfer of linked sales orders when transferring from sales
order or from manufacturing. You can enter it manually or change it at will.
|
WO
| Displays a number of linked work order. It is
created when releasing WO from plan or when transferring lines in
manufacturing plan.
|
Merged
| If checked,
it displays whether a work orderwas created when
merging WOs.
|
WO Status
| Dispalys a current
status of the linked work order.
|
WO Qty
| Displays a planned quantity of products in
work order.
|
WO Received
|
Dispalys a received quantity transferred from work order.
|
WO Open
|
Displays unmanufactured quantity of products in work order.
That is, the difference between a planned and received quantity.
|
Item Type
|
Displays an item ID.
|
Prim. Category
|
Displays an item's primary category.
|
Sec. Category
|
Displays an item's secondary category.
|
The right-click menu offers you the following options (as described in the
beginning).
Selecting appropriate option launches calculation of start and end dates in
lines of plan. You can calculate dates after having entered a second one as well
as manufacturing time and structures.
Shold a start date be given, the end date is calculated based on it so that
manufacturing time is added to it where manufacturing time of operations as well
as resource capacities are taken into account (just like they were totally
available).
An end date is calculated in an analogous way.
In case start date is not given then a current date is set by default and end
date is calculated based on it.
If the end date is not given, then a current date us et by default and end date
is calculated based on it.
You have to confirm the operation by clicking Yes
on a warning informing you that calculation of start dates can take some time
depending on the size of plan and technological structures used. It is wise you
run such processes when not processing anything else.
When entering plan period (start and end date of plan) a check is run which
returns an error by incorrect entry. A check is run when having entere both
dates.
On the other hand, a check is run when entering data in lines of plan,
that is for start and end date. In case of an
incorrectly entered date the above error is
returned.