Production Planning - Setup Tutorials

Overview#

• Production Planning assists organisations in managing all their production tasks.
• Setting up Production Planning has two parts. The first is to select the applicable settings, and the second is to create the Production Stages.

💡These tutorials explain the various settings and where to find them. They also explain how to create Production Stages.

Settings#

How to Grant User Access to Production Planning#

1. Navigate to Main Menu > Office > My Organisation > Staff (tab) > Double-click a name to edit the record > Settings (tab).
2. Enter Planning in the search block.
3. Select Yes in the Value column to grant access and No to deny access for the following settings:
   1. Planning Board > Editing Allowed.
   2. Planning Board > Settings - Access Allowed.
4. Click Save (button).

How to Set the Planning Board's Refresh Option#

1. Navigate to Main Menu > Office > My Organisation > Staff (tab) > Double-click a name to edit the record > Settings (tab).
2. Enter Planning in the search block.
3. Select Yes or No in the Value column based on your preference for the following setting:
   1. Planning Board > Automatic Refresh.
      1. If Yes is selected, the board continuously refreshes.
      2. If No is selected, the board is only refreshed when Refresh (button) is clicked.
4. Click Save (button).

How to Enable Timekeeping on the Planning Board#

1. Navigate to Main Menu > Setup > Settings & Defaults > Settings (tab).
2. Enter Plan in the search bar.
3. Select Yes in the Value column next to the setting: Planning Board > Enable Timekeeping on Planning Board.
4. Click Save (button).

How to Combine Services to the Same Cost Centre on the Planning Board#

1. Navigate to Main Menu > Setup > Settings & Defaults > Settings (tab).
2. Enter Plan in the search bar.
3. Select Yes in the Value column next to the setting: Planning Board > Combine Services linked to the same Cost Centre.
4. Click Save (button).

How to Create SQL Customisations#

1. Navigate to Main Menu > Setup > Settings & Defaults > Settings (tab).
2. Enter Plan in the search bar.
3. Click Edit SQL in the Value column next to the setting: Planning Board > Update Planning Board (Menu Caption & SQL).
   1. An SQL editor opens with the tables, fields and parameters for you to customise the Menu Captions.
      • Note: This feature requires you to know SQL. Alternatively, contact QuickEasy Support for assistance.
   2. Click Test (button) to test your SQL.
   3. Click Close (button) to close the edit-SQL interface.
4. Click Save (button) if not greyed out.

How to Edit the Settings for JDF Switch#

1. Navigate to Main Menu > Setup > Settings & Defaults > Settings (tab).
2. Enter JDF in the search block.
3. Fill in the Value column for these settings:

   Setting	Value
   JDF Switch > Artwork Folder (Linux: /FolderName/; Windows: \FolderName\)	Enter the path to the artwork folder (e.g. Windows: C:\Temp\Artwork\).
   JDF Switch > Caption - Custom input field 1–6	Enter a caption for each custom input field you use (six settings, one for each field).
   JDF Switch > Enable Syspro uploads (XML)	Select Yes or No.
   JDF Switch > Use FTP	Select Yes to upload through FTP, then fill in the four FTP settings below. Otherwise, select No.
   JDF Switch > FTP Host	Only when Use FTP is Yes. Enter the name of the host.
   JDF Switch > FTP Password	Only when Use FTP is Yes. Enter the FTP password.
   JDF Switch > FTP Port	Only when Use FTP is Yes. Enter the FTP port (e.g. 21).
   JDF Switch > FTP User	Only when Use FTP is Yes. Enter the FTP user name.
   JDF Switch > Job Folder (Linux: /FolderName/; Windows: \FolderName\)	Enter the path to the job folder (e.g. C:\Temp\Switch\).

4. Click Save (button).

How to Edit User Settings for the Tracker App#

1. Navigate to Main Menu > Office > My Organisation > Staff (tab) > Double-click a name to edit the record > Settings (tab).
2. Enter Tracker in the search block.
3. Fill in the Value column for these settings:

   Setting	Value
   Tracker > Custom Firebird Stored Procedure - Create a File	Enter a file name.
   Tracker > Custom Firebird Stored Procedure - Execute	Enter the execution file name.
   Tracker > Digital Delivery Notes - Access Allowed	Select Yes to allow access, otherwise No.
   Tracker > Enter a Note on Stop	Select Yes to let the user enter a note when they stop, otherwise No.
   Tracker > Timekeeping: Enabled Non-Conformance Reports (NCR)	Select Yes to enable NCRs, otherwise No.
   Tracker > Timekeeping: Select to Start/Stop WO	Select how the user starts and stops a task. The options are: Select from Queue (Touch): The user touches the task and then touches start/stop. Enter WO No. (Scan or Keypad): The user scans a Work Order number or enters it. Enter Service ID (Scan or Keypad): The user scans or enters a Service ID.
   Tracker > Timekeeping: Set Status on Stop	Select the status set when the user stops a task. The options are: N/A Confirm Complete Part Complete
   Tracker > Timekeeping: Use the Cost Centre linked to the Service	Select Yes to use the Cost Centre linked to the service, otherwise No.
   Tracker Login (PIN)	Enter the PIN that the user uses to log in to the Tracker.

4. Click Save (button).

Work Shifts#

How to Create Work Shifts#

1. Navigate to Main Menu > Office > My Organisation > Work Shifts (tab).
2. Click Add Work Shift (button).
3. Description = Enter a name for the Work Shift (e.g. Day Shift, Morning Shift, Night Shift).
4. Click Add Day/Hours (button) and fill in the fields as follows:
   1. Day of Week = Select a day from the dropdown list.
   2. Description = Enter a Description (e.g. Monday - Morning).
   3. Start = Enter a Start time or use the arrows to adjust the time.
   4. End = Enter an End time or use the arrows to adjust the time.
      • Note: Use a 24-hour clock (e.g. enter 21:00 for 9 pm).
   5. x Rate/Hr = Enter the Hourly Rate that the shift costs the organisation.
   6. Break (Hrs) = Enter the number of hours that staff are on lunch or tea breaks.
5. Repeat Step 4 for the other days that are part of the shift.
6. Click Save (button).

How to Copy Work Shifts#

1. Navigate to Main Menu > Office > My Organisation > Work Shifts (tab).
2. Right-click the shift you want to copy and select Copy.
3. Confirm that you want to copy the shift on the popup.
4. Edit the Shift as needed.

How to Edit Work Shifts#

1. Navigate to Main Menu > Office > My Organisation > Work Shifts (tab).
2. Right-click the shift you want to copy and select Edit.
3. You can edit any of the fields by overtyping them.
4. You can update multiple fields as follows:
   1. Select the fields you want to edit (use Ctrl + left-click to multi-select).
   2. Batch Update = Select an option:
      • Start Time = Enter a new start time in the adjacent block.
      • End Time = Enter a new end time in the adjacent block.
   3. Click Update (button).
      • Note: The button only shows once a Batch-Update option is selected.
   4. Confirm the change on the popup.

Stages#

How to Create a Stage with the Default Statuses#

1. Navigate to Main Menu > Production > Planning Board > Menu (button) > Edit Stages.
2. Click the arrow on New (button) > Default.
3. Fill in the information as explained under How to Create a Stage (below).
   • Note: You can optionally edit the statuses.

How to Create a Stage#

1. Navigate to Main Menu > Production > Planning Board > Menu (button) > Edit Stages.
2. Click New (button).
3. Description = Enter a Description for the stage (e.g. Beam Saw).
4. Code = Enter an abbreviated description (Code) for the stage (e.g. BS).
5. Type = Select one of these options from the dropdown list:
   • Production: For this stage, an item is manufactured or produced.
   • Outwork: For this stage, an item is purchased (outsourced).
6. Interval Colour from = Select Start or End to select an interval colour from the Start or End Statuses.
7. Click Save (button) to open an additional panel on the right.
8. If you chose Production as the Type, fill in the details on the panel as follows:
   1. Workstation = Select a Workstation from the dropdown list and click Add (button).
      1. Repeat Step 8.1 for each additional Workstation.
   2. Work Shift = Select a Work Shift from the dropdown list.
   3. Check the checkboxes for the tracking options.
      1. You only need to check what applies to the Stage.
      2. If you do not track the separate processes, you do not need to check any of these options:
         • Setup
         • Run
         • Washup
9. If you chose Outwork as the Type, fill in the details on the panel as follows:
   1. Supplier = Select the supplier from the dropdown list of suppliers that the job is outsourced to (or purchased from) and click Add (button).
   2. Repeat Step 9.1 to add more Suppliers.
10. Add Statuses by clicking Add (button) to the right of Status and fill in the details as follows:
    1. Status = Enter a description for the status.
    2. Colour = Click the arrow and select a colour from the dropdown list.
    3. Default = Click the block and select a default for the status from the dropdown list:
       • N/A: The status is not a default.
       • New = Use this status for new jobs.
       • Planned = Use this status for planned jobs.
       • Ready = Use this status when a job is ready (all the materials are ready).
       • Busy = Use this status when the job is in production.
       • Part Complete = Use this status when the job is partially complete.
       • Complete = Use this status when the job is complete.
11. Repeat Step 10 to add additional statuses. You should have at least one for every default (except N/A).
12. Reorder the statuses if required by right-clicking a status and selecting Move Up or Move Down.
    • Note: It is important that statuses are in order because some functions assign the Next or Previous Status.
13. Delete any of the statuses by right-clicking a status and selecting Remove Status.
14. If you want to use SQL to create descriptions for the Group field, click Menu (button) > Edit SQL for Group field:
    1. See How to Edit the SQL for the Group Field (below) on how to complete this section.
    2. If SQL is created, the Group SQL checkbox is checked.
15. Click Save (button).

How to Copy a Stage to Create a New Stage#

1. Navigate to Main Menu > Production > Planning Board > Menu (button) > Edit Stages.
2. Right-click the Stage you want to copy and select Copy.
3. Confirm that you want to copy the stage.
4. Edit the new stage as required.

How to Edit the SQL for the Group Field#

1. Navigate to Main Menu > Production > Planning Board > Menu (button) > Edit Stages.
2. Right-click the applicable Stage and select Edit SQL for Group field.
3. On the SQL popup:
   1. Click Template (button).
   2. Edit the SQL as needed
      • Note: This feature requires you to know SQL. Alternatively, contact QuickEasy Support for assistance.
   3. Click Test (button) to verify that it is working.
   4. Click Save (button).
   5. Click Close (button).