This activity is used to load selected or all shop orders available on a site to the Advanced Planning Board from the database. This can be done when the Advanced Planning Board is loaded for the first time and also while it is in use.
Loading shop orders immediately after the Advanced Planning Board has been launched:
- Leave all the fields blank. This will retrieve all the shop orders available on the site.
- Select the With Need Date check box and then enter a date range in the From and To fields. This will retrieve shop orders for which the need date is equal to or is between these two dates.
- Select the With Earliest Start Date check box and then enter a date range in the From and To fields. This will retrieve shop orders for which the earliest start date is equal to or is between these two dates.
- Select the Related To Planner check box. Enter a planner ID in the Planner field or select one from the List of Values.
- Select the For Part check box. Enter a part number in the Part No field or select one from the List of Values.
- Select the Related to Product Family check box. Enter the short code for a product family in the Product Family field or select one from the List of Values.
- Select the Related To Work Center check box. Enter the short code for a work center in the Work Center field or select one from the List of Values.
- Select the Related to Production Line check box. Enter the short code for production line in the Production Line field or select one from the List of Values. This will retrieve all shop orders with operations in work centers that are connected to the given production line.
- Select the Related to Department check box. Enter a department number in the Department No field or select one from the List of Values. This will retrieve all shop orders with operations in work centers that belong to the given department.
- Select the Related to Batch Balancing ID check box. Enter a batch balancing ID in the Batch Balancing ID field or select one from the List of Values. This will retrieve all shop orders which belongs to the given batch balancing ID.
- Select the Related to Project check box. Enter a project ID in the Project ID field or select one from the List of Values. This will retrieve all shop orders which belongs to the given project.
Note that you may enter multiple values in these fields, separated by semi-colons, except in the Start Date and End Date fields.
Optionally, you may indicate that the shop orders which are loaded must be scheduled as well. If so, click the Automatic Scheduling tab and perform steps 2 to 7. If not, perform only step 7.
Loading shop orders while the Advanced Planning Board
is in use:
- Select the All Shop Orders option and then enter your selection criteria as you did during the initial loading activity.
- Select the New and Modified Shop Orders option. This will retrieve any shop orders that have been created or modified after the previous loading activity and which match your previous selection criteria.
- Select the Shop Floor Reporting option. This will retrieve any shop floor reporting information on the shop orders that are currently loaded, if such information has been reported after the previous loading activity.
Optionally, you may indicate that the shop orders which are loaded must be scheduled as well. If so, click the Automatic Scheduling tab and follow steps 2 to 7 given above. If not, perform step 3 given below.