Rough Cut Planning

Form ID: (AM501000)

This form is only available when the Advanced Planning and Scheduling feature is enabled on the Enable/Disable Features (CS100000) form.

By using this form, you finite schedule open production orders. You can also release the orders after the system schedules them.

Orders are loaded and scheduled in the following sequence:

  • Dispatch priority ascending
  • End date ascending
  • Production order number ascending

The availability of materials is considered by default. Supply orders (that is, purchase orders, transfer orders, or production orders) that are allocated to the order being scheduled constrain the order start date.

  • If a supply order line is allocated to the production order, then the supply order promise date is the first day an order can be scheduled.
  • If material is not already allocated, then allocate available material as Production Demand Prepared.
  • Finally, look for supply orders without allocations and use their promise date as a start date constraint. The supply orders are not allocated to the production order.

If materials cannot be allocated, then the order will not be scheduled.

Tip: You can exclude the check for available materials as follows:
  • For an entire production order type by setting the Scheduling settings on the Production Order Types (AM201100) form.
  • For specific materials by setting the Scheduling settings on the Manufacturing tab of the Stock Items (IN202500) form.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.

Command Description
Allocation Details Opens the Inventory Allocation Details (IN402000) form in the new tab for the stock item in the highlighted production order.
Critical Material Opens the Critical Materials (AM401000) form in the same tab for the highlighted production order.
Order Schedule Opens the Work Center Schedule (AM000001) form in the new tab for the highlighted production order.
Production Detail Opens the Production Order Details (AM209000) form in the new tab for the highlighted production order.
Production Schedule Board Opens the Production Schedule Board (AM215555) form, where you can view a visual representation of the production schedule.
Schedule Schedules only the selected production orders you have selected in the table.
Schedule All Schedules all production orders displayed in the table.

Selection Area

In this area, you can define the criteria for the documents to be displayed in the table below.

Element Description
Action The action the system will take on all production orders displayed in the table or only the selected production orders if you click Process All or Process, respectively, on the form toolbar. You can select one of the following actions:
  • Schedule: Schedules the production orders.
  • Schedule and Firm: Schedules the production orders and firms the orders after scheduling them.
  • Firm: Firms the production orders that have already been scheduled.
  • Undo Firm: Undoes firm for the production orders that have previously been firmed.
Note: You can view the scheduling status of a production order in the Schedule Status column.
Release Orders A check box that you select when you want the system to release the successfully scheduled production orders.
Exclude Planning Orders A check box that you select to hide all planning orders from the table.
Exclude Firm Orders A check box that you select to hide all firm orders from the table.

Table

This table displays the production orders that match the criteria you have specified in the Selection area. You can review the list and process all the orders or only the selected ones.

Column Description
Selected An unlabeled check box that you select to include the production order specified in the row for scheduling if you click Schedule.
Qty. to Produce The initial quantity of the item to be produced for the production order.
Qty. Remaining The remaining quantity of the item to be produced for the production order.
UOM The unit of measure for the item quantity.
Order Type The type of the production order.
Production Nbr The reference number of the production order.
Inventory ID The identifier of the stock item being manufactured.
Description The description of the stock item.
Schedule Status The scheduling status of the production order, which is inserted by the system and reflects whether the production order has been scheduled. The possible options in this box are the following:
  • Scheduled: The production order has been scheduled
  • Unscheduled: The production order has not been scheduled yet
  • Firm: The production order has been firmed; that is, the system ignores this production order during rescheduling
Dispatch Priority The priority of the production order to be scheduled. The system loads and schedules the orders by priority ascending. You can change the priority before you schedule the orders.
Constraint The date that is used in conjunction with the schedule method specified in the Schedule Method column to determine if the order is scheduled backwards or forward.
Start Date The current start date of the production order. The date is updated when the order is successfully scheduled.
End Date The current end date of the production order. The date is updated when the order is successfully scheduled.
Schedule Method The scheduling method of the production order, which the system uses in conjunction with the date specified in the Constraint box. The box can display one of the following options:
  • Finish On: The order will be scheduled backward from the constraint date. Operations cannot be scheduled early than the current business date; if this situation is detected the order will be scheduled forward.
  • Start On: The order will be forward-scheduled.
Warehouse The receiving warehouse for the production order.
Order Date The date when the production order was created.
Customer The customer specified in the production order.
SO Order Nbr. The reference number of the sales order linked to the production order.
Order Description The description of the production order.
Status The production order status. You can schedule only orders with a status of Planned, Released, or In Process.