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Production Planning - Materials
Overview#
Production Planning assists organisations in managing all their production tasks. The Materials interface displays the status of all the materials that are needed for the upcoming jobs.
Navigation Main Menu > Production > Planning Board > Menu (button) > Materials
Button Description Reset Resets the data filters. View Applies the selected filters and refreshes the display. Actions Changes the selected Entries as follows:Batch Update: Changes the following fields when Update (button) is clicked and the change is confirmed:Status (Item): Changes the status of the items to the one selected on the dropdown list.Create Purchase Order Create Materials Movement (Issue Materials) Menu Views: Switches the interface to one of the following views:Settings Grids Layout Save GridSave Grid Save Grid (All Users) Restore GridRestore Grid Restore Default Grid (All Users)
Filters Explained#
Filter Description Set Lets you select a Date option (e.g. Today, This week). ← → Adjusts the custom dates forwards or backwards. Date fields Lets you set specific date options based on the option selected under Set. Radio Buttons Filters the dates based on the selected button. The options are: Status Checkboxes Checkboxes to filter the entries to only include those with Pending, Active or both Statuses. Show Determines which jobs appear:
Fields Explained#
Field Description Status (WO) The Work Order 's Status. ID The system-generated number for the entry. WO No. The Work Order Number. Date The Work Order's Date. From The code and number of the Source Document (e.g. Sales Order number). Req Date The date on which the customer requires the job. @ (Req Time) The time by which the customer requires the job. Due Date The date on which Production must finish the job. @ (Due Time) The time by which Production must finish the job. Customer The name of the customer. Reference The Reference on the source document. Status (Item) The Status of the Item on the source document. Description A Description of the Task. Code The material's Code. Group The Group to which the material belongs. Supplier The Supplier, for outwork. Resolve The action to be taken (e.g. Reserve, Purchase). Location The material's Location. In Stock The quantity of the material that is In Stock. On Order The quantity of the material that is Ordered. Reserved The quantity of the material that is Reserved for orders. Available The quantity of the material that is Available. Qty (Req) The quantity of the material that is Required. Unit The description of the Unit. Trans No. The resolve transaction's number (e.g. Purchase Order ). Trans Date The resolve transaction's date (e.g. Purchase Order date). Qty (GI) The quantity that is on Goods Issued transactions. Qty (PO) The quantity that is on Purchase Orders. Qty (Out) The quantity that is still Outstanding. Status (PO) The Status of the Purchase Order. Due Date (PO) The Purchase Order's Due Date. Menu (...) A submenu allowing you to:View/Edit Job: Opens a list of all the tasks, with dates and durations.Open Work Order: Opens the linked Work Order.Open Purchase Order: Opens the Purchase Order if applicable. Greyed out if there is no transaction to open.Open Materials Movement: Opens the Material Movement transaction if applicable. Greyed out if there is no transaction to open.View Job Summary: Opens a job summary panel on the right with Costing and Timekeeping information.
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