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Planning Board
This form is enabled if the Planning Board sub-module is in use.
Use the Planning Board to create new orders, drag and drop existing orders, drill down to order details, and view orders in different time frames.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Name
Enter a name for the set of filters to apply. You can define multiple name and filter combinations.
Filter Options
You can filter factory order output to the planning board based on inventory item, analysis code, or required by date. These can be specific combinations, or you can enter ranges.
Note: The date range option is either the by date or the release date, depending on which option was selected in the Manufacturing User Preferences.
Click the Apply button to apply the filters and open the planning board.
Planning Board
Some of the output displayed on the planning board is based on options selected in the Manufacturing User Preferences.
Tool Bar
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Click this icon to create a factory order for the item you are positioned on in the table. The Factory Order Entry form displays, pre-populated with the selected item's details and date. When you save the order, the planning board refreshes to include the new order as long as it falls in the filter ranges. |
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Click this icon to export the planning board to Excel. Multiple orders extend to display in a separate row. |
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Click this icon to display the hourly time buckets for the selected day, then minutes for the selected hour. |
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Click this icon to display the weekly time buckets, then monthly time buckets. |
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Click this icon to toggle between a summary view (if the index is inventory code, and multiple orders may be combined into one row), and a detailed view (if the index is date, and one order displays per row). |
Features
The planning board has these features:
- The default time frame is by day.
- Grey columns are days that are not standard factory work days.
- Orders that have a status of Entered and Not Committed can be dragged and dropped to any standard factory work day in the day/hour/minute views, but not the week or monthly views.
- You cannot move orders with all other statuses.
- You cannot drop orders on a non-work day.
- When you drop an order to a different date or time, the order release date, required date, and starting time is recalculated and updated for the order.
- If you drag to the edge of the table, the horizontal scroll bar will keep moving to show any hidden columns.
- Selecting the inventory item code in the left hand table will highlight the first order in the row.
- Clicking on the column header will highlight the first order in the column.
- Selecting a cell will highlight the column header, and the row in the item code table.
- If you point to an order with your mouse, a pop up form displays the order details.
- Double clicking on an order will drill down to the factory order entry form, pre-populated with the order details.
- If a form opens from the planning board (for example, filter form or factory order entry form), you must save and close those forms before moving back to the planning board form to ensure updated details are reflected in the refreshed planning board.
- You can resize the Item code table to a maximum of one-third of the width of the Planning Board form.
- Click the Filter button to open the Planning Board Filter Form to change the filters relating to orders output to the planning board.