Scheduling Advisor

The Scheduling Advisor displays a list of scheduling related items that provide an overview of how things stand and point out potential problem spots (listed in red.) Each item shows the number of jobs that meet the listed situation and provides a 'Details' button that can be used to display information about the jobs in question in addition to granting access to selective rescheduling options and the ability to lock any of the jobs listed.

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Scheduling Advisor Action Buttons
Refresh (button)

Click this button to update the Advisor screen with information from jobs that have been added, edited, or worked on since the utility was opened.

OK (button)

Click this button to close the Advisor and return to the Whiteboard.

Information Displayed

The Scheduling Advisor is broken down by the following areas and displays information for the listed items.

ClosedOrder Entry

ClosedRaw Materials

ClosedSchedule

ClosedOutside Service

ClosedShop Floor Labor

ClosedJob Requirements

Information displayed in red indicates a value that warrants special attention and could represent a potential problem.

Scheduling Advisor Details

Regardless the item selected, clicking the 'Details' button opens the Advisor Detail screen that has the following options.

ClosedScheduling Advisor Detail Action Buttons
OK (button)

Click this button to close the Advisor Details and return to the Scheduling Advisor screen.

Scheduling Advisor Details Grid

Scheduling Advisor Details Grid Action Buttons

Use the options below to select and work with records in the detail grid.

Records must be selected in order to be split, locked, or rescheduled.

Select All (button)

Click this button to place a check in the 'Select' box for every job listed in the detail grid.

Deselect All (button)

Click this button to remove the check from every 'Select' box that is currently present in the detail grid.

Split Job (button)

Click this button to open the Split Job utility.

  • This option creates a new job by "splitting" an existing one at a step and for a quantity designated in the utility.
  • If more than one job is selected, the utility assumes the last one selected is the one to be split.
Lock Selected Jobs (button)

Click this button to place a check in the 'Locked' box for every job selected in the detail grid.

  • Jobs that are locked will not be affected by the Global Reschedule utility or the 'Schedule Selected' option found here.
  • Sub-assembly jobs cannot be locked.
Unlock Selected Jobs (button)

Click this button to remove the check from every 'Locked' box that is selected in the detail grid.

Locking or unlocking a single step locks / unlocks the entire job.

Schedule Selected (dropdown menu)

These options do not look to the settings in the Global Reschedule utility.

Use this feature to reschedule the jobs marked as 'Selected' in the detail grid. Menu options include:

  • Forward From Today

    When this option is used,

    • All active steps are forward scheduled.
    • All open routing steps are forward scheduled.
  • Backward From Due Date

    When this option is used,

    • All active steps are backward scheduled.
    • All open routing steps are backward scheduled.
    • Routing steps scheduled to begin in the past remain in the past.
Sort By (dropdown menu)

Use this feature to determine in what order the jobs are displayed in the detail grid. Menu options include:

  • Due Date, Priority
  • Priority, Scheduled Begin
  • Scheduled Begin, Priority

The system sorts by the value listed first to determine the initial order and uses the second value as the "tie breaker" in situations where the first one is the same on multiple jobs.

Quick View Details (dropdown menu)

Select an option from the menu to see the corresponding Quick View details for the selected job. Quick View options include:

  • Job Number
  • Customer
  • Part Number
  • Current Work Center
ClosedScheduling Advisor Details Grid Information

Select

This check box indicates whether the job is selected for purposes of the Action Buttons above the grid (Split Job, Lock Selected Jobs, Unlock Selected Jobs, Schedule Selected.)

  • Jobs can be selected and unselected individually by double clicking the line (to gain focus on the record) and then clicking the 'Selected' box.

Locked

This check box indicates whether the job is locked.

  • Jobs can be locked and unlocked individually by double clicking the line (to gain focus on the record) and then clicking the 'Locked' box.
  • Locking or unlocking a single step locks / unlocks the entire job.

Job Priority

This field displays the Priority value for each job in the grid.

  • Priority cannot be edited here.

Docs

The presence of the "papers" icon indicates one or more files are attached to the job.

  • Attached files cannot be viewed here.

Job Req (Job Requirements)

This field indicates whether there are material requirements associated with the job and, if so, there status.

  • "Thumbs Up" icon - Indicates all listed material requirements have been filled
  • "Thumbs Down" icon - Indicates that some or all of the listed material requirements have not been filled
  • No icon - Indicates there are no material requirements associated with the job

Outside service requirements are not considered with regards to this indicator.

Job Late

The presence of the "warning" icon indicates the job is running behind its scheduled dates.

Additional Values

Additional values in the grid include, but are not limited to:

  • Job Number
  • Part Number and Description
  • Customer Code
  • Quantity values
  • Time values (estimated and actual)
  • Due Date
  • Dollar value