Production Planning Outwork Tutorial

Overview#

Production Planning assists organisations in managing all their production tasks. The Outwork View displays all the jobs that are outsourced.

💡These tutorials explain the Outwork View and the related functions.

How to View a List of Outwork Transactions#

1. Navigate to Main Menu > Production > Planning Board > Menu (button) > Outwork.
2. Adjust the filters as required.
3. Click View (button).

How to Change Outwork Statuses#

1. Display a list of Outwork transactions.
2. Select the entries you want to change. Use Shift + left-click to select a continuous block. Use Ctrl + left-click to select random records.
3. Click Actions (button) > Batch Update.
4. Update = Select Status (Item).
5. Select a Status from the dropdown list in the adjacent block.
6. Click Update (button).
7. Confirm the change on the popup.

Filtering Views#

How to View Outwork According to their Due Dates#

1. Navigate to Outwork.
2. Set = Select a date option.
3. Click Due Date (radio button).
4. Click View (button).

How to View Outwork According to their Required Dates#

1. Navigate to Outwork.
2. Set = Select a date option.
3. Click Req Date (radio button).
4. Click View (button).

How to View Outwork According to their Work Order Dates#

1. Navigate to Outwork.
2. Set = Select a date option.
3. Click WO Date (radio button).
4. Click View (button).

How to View Outstanding Outwork#

1. Navigate to Outwork.
2. Set = Select a date option.
3. From the dropdown list next to Show, select Outstanding.
4. Click View (button).

How to View Completed Outwork#

1. Navigate to Outwork.
2. Set = Select a date option.
3. From the dropdown list next to Show, select Complete.
4. Click View (button).

Viewing Detailed Information#

How to View or Edit All the Components of a Job#

1. Display a list of outwork transactions.
2. Right-click an entry and select View/Edit Job.
3. You are switched to the View/Edit Job interface. This view lists all the stages the job must go through, along with the expected times, quantities and progress.

How to View an Outwork's Costing Information#

1. Display a list of outwork transactions.
2. Right-click an entry and select View Job Summary.
3. On the Job Summary, which opens on the right, click Costing (tab).
   • Note: You can drag the Job Summary panel to the left using the vertical ellipses in the centre to increase the width. You can double-click the Job Summary tab on the right to close the Job Summary.
4. Use the included functions to customise the costing display as follows:
   1. Use the + - to expand or collapse the view.
   2. Check the checkbox next to Qty to display quantities instead of values.
   3. Check the checkbox next to Values to display values instead of quantities.

How to View the Linked Work Order#

1. Display a list of outwork transactions.
2. Right-click an entry and select Open Work Order.
3. The Work Order opens.