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Use this form to create and run an operations schedule. As opposed to job scheduling, which provides you with a detailed schedule of current capacity, operations scheduling provides you with a general estimate of the production process over a longer time period. Operations scheduling is less detailed of the two types of scheduling available in the production system. Operation scheduling often is used when you want a general estimate of the duration of the production process.

As opposed to job scheduling, operations scheduling does not explode the production operations for the route into jobs, but limits itself to scheduling at the operations level. For more information, see Monitor production jobs (form).

Note Note

Job scheduling is the scheduling of individual jobs on the shop floor and normally occurs in an immediate or short-term time frame. Job scheduling can be used with operation scheduling for a greater degree of detail when scheduling; however, job scheduling also can be run alone without using operation scheduling.

For more information see Production - Job scheduling (class form).

The operation scheduling process

When you run an operations schedule, each of the operations in the production route is date-scheduled for the work center specified for the operation. (See Work centers (form)) In addition, the duration of each operation is stamped on the production route. If a work center group is specified for an operation, then operations scheduling reserves capacity on the group and does not select specific work centers in the group, as is the case with job scheduling. (See Work center groups (form))

In such situations, it is the sum of available capacity on the work centers involved that makes up the capacity for the work center group and that is taken into account in connection with finite capacity or limited capacity. Operations scheduling results in all operations being date-scheduled in the order specified by the production route. Contrary to job scheduling, no starting and ending times are given for the operations, although the duration of the operation is considered.

When operations scheduling is complete, the production order status is .

Note Note

Operation scheduling only can be run after estimating the cost of the production order. If you have not run estimate, it will be run automatically before initiating the operation scheduling process.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

View list of productions to be scheduled for operations. If you selected from form, the fields are automatically filled in with the current production. You also can select productions using the button.

General tab

Select general criteria for running the operations scheduling, including the scheduling direction, date, and whether to include references, finite material, and finite capacity.

Select this check box to omit operations scheduling for one or more of the choices listed.

Define criteria for running operation scheduling as a batch job.

Buttons

Button

Description

Open a query with an overview of production orders. Select a production order for operation schedule and click to add it to the tab.

Apply standard default values to operation scheduling.

Select to sort production orders again.

Fields

Field

Description

Identification of the production to be scheduled for operations. If you selected from the form, the fields are filled in automatically with the current production. You also can select productions using the button.

Specify the scheduling direction for the production order. The following options exist:

  • – Scheduling forward from the current date. The current date is the system date. When scheduling jobs, you can specify a time that scheduling should start.

  • – Scheduling forward from an earlier starting date. If there is no previous scheduling, then scheduling is .

  • – Scheduling forward from the scheduling date specified in the field. If you have not specified a scheduling date, then scheduling is .

  • – Scheduling backward from the delivery date specified for the production order. For more information about the delivery date, see . If you select this scheduling option and no delivery date is specified, then the delivery date will be set to the current date.

  • – Scheduling backward from a previously calculated ending date. If there is no previous scheduling, then the ending date is set to the current date.

  • – Scheduling backward from the scheduling date, which you can specify in the field. If you do not indicate a scheduling date, it is set to the current date.

  • – Scheduling backward from the action date calculated for the production order the last time a requirement was calculated. If no action date is specified for the production order, it is set to the current date.

  • - Scheduling backward from the futures date calculated for the production order the last time that a requirement was calculated. If no futures date has been specified for the production order, then the futures date is set to the current date.

  • – In connection with operations scheduling and job scheduling, the selected scheduling direction and date are saved. You can select this option for subsequent scheduling. If there is no previous scheduling of the production order, then scheduling will be backward from the current date.

  • – Scheduling forward from the current date + one day. The current date is the system date.

  • – This function is relevant only when scheduling jobs. If you select this scheduling direction for operations scheduling, then the production order is scheduled forward from the current date.

  • – This function only is relevant in scheduling jobs. If you select this scheduling direction for operations scheduling, then planned orders are scheduled backwards from the current date.

Date used for the or scheduling directions. Scheduling is then planned backward or forward from that date.

If you select this check box and underlying or overlying productions are attached to the production, these productions are scheduled according to the main production. In relation to the current production, overlying productions are scheduled forward, and underlying productions are scheduled backwards. Production order references can be viewed in the field in the form.

If you select this check box, the productions that are related to the production specified in the field are scheduled, based on the starting and ending times for production. To select the check box, the check box also must be selected.

Select this checkbox if operations scheduling should observe capacity limitations. Operations are scheduled, based on the fact that the capacity that they use is not greater than the capacity available for the work center. (Available time on the work center is defined as an interval during which, according to its calendar, the work center is open, and there are no other reservations on capacity.)

If you do not schedule using limited capacity, the capacity already reserved on the work center is not taken into account during scheduling.

Note Note

If you schedule using unlimited capacity, you can determine the capacity that must be available in each work center to achieve optimal occupation and the shortest possible lead times.

If you select this check box, you can specify that the materials should be considered limited during scheduling. If the materials are limited, the coverage of materials for that time will be taken into account. In other words, scheduling takes into account the futures dates for the items. Scheduling reserves raw materials and explodes the current production.

If scheduling takes place several times, only the first scheduling will run an explosion and make reservations. If you make changes in the production BOM or route, then the next scheduling will run an explosion. The explosion goes on the assumption that the materials are needed the same day, which is the date of scheduling. Since the production is not scheduled at the time of the master schedule explosion, then the current date is used as the best estimate of when the items will become available. The explosion then checks whether the items are on hand. If the items are on hand, then satisfying the production requirements is not a problem. If the items are not on hand by the current date, then a planned order is generated and an offset selection made for the planned order.

If automatic-firming is set for the planned order, then the planned order is firmed for purchase or production. The production status changes to the status specified in the field in the form. A cleared check box indicates that the materials are always considered as available. Therefore, scheduling does not take into consideration whether the materials are on hand at the time of requirement.

You also have the option of using operations scheduling with finite or limited material. This type of scheduling requires that component materials must be available when the operation using them is started. It is the general coverage situation in inventory that sets these limitations, as the scheduling system uses a requirement explosion to determine when the component items can be made available. If you are not scheduling with limited materials, then all component items must be available when they are needed.

Select this check box to skip scheduling of queue time.

Select this check box to skip scheduling of setup time.

Select this check box to skip scheduling of run time.

Select this check box to skip scheduling of overlap time.

Select this check box to skip scheduling of transit time.

See Also