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Epicor ERPAdvanced Planning andScheduling (APS)10.0.700.2

Disclaimer

This document is for informational purposes only and is subject to change without notice. This document and itscontents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of itsdate of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties withregard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for aparticular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software islikely to be unique in their requirements in the use of such software and their business processes, users of this documentare always advised to discuss the content of this document with their Epicor account manager. All information containedherein is subject to change without notice and changes to this document since printing and other important informationabout the software product are made or published in release notes, and you are urged to obtain the current releasenotes for the software product. We welcome user comments and reserve the right to revise this publication and/ormake improvements or changes to the products or programs described in this publication at any time, without notice.The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance ofany consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usageof the solution(s) described in this document with other Epicor software or third party products may require the purchaseof licenses for such other products. Where any software is expressed to be compliant with local laws or requirementsin this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such lawsand requirements. All laws and requirements are subject to varying interpretations as well as to change and accordinglyEpicor cannot guarantee that the software will be compliant and up to date with such changes. All statements ofplatform and product compatibility in this document shall be considered individually in relation to the products referredto in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and alsostated to be compatible with another product, it should not be interpreted that such Epicor software is compatiblewith both of the products running at the same time on the same platform or environment. Additionally platform orproduct compatibility may require the application of Epicor or third-party updates, patches and/or service packs andEpicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packsreleased by third parties after the date of publication of this document. Epicor® is a registered trademark and/ortrademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All othertrademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2014.All rights reserved. No part of this publication may be reproduced in any form without the prior written consent ofEpicor Software Corporation.

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Contents

Advanced Planning and Scheduling (APS) Course...............................................................5Before You Begin....................................................................................................................6

Audience.........................................................................................................................................................6

Prerequisites....................................................................................................................................................6

Environment Setup..........................................................................................................................................7

Workshop Constraints..............................................................................................................................7

Overview.................................................................................................................................8Application Setup...................................................................................................................9

Resource Group Maintenance........................................................................................................................10

Workshop - Create Resource Groups......................................................................................................11

Create Furnace Resources................................................................................................................12

Create a Green Team Resource Group.............................................................................................13

Create a Green Team Member Resource..........................................................................................14

Operation Maintenance.................................................................................................................................15

Workshop - Create an Operation............................................................................................................15

Capability Maintenance.................................................................................................................................17

Workshop - Create a Capability..............................................................................................................18

Part Maintenance...........................................................................................................................................21

Workshop - Create Parts.........................................................................................................................21

Daily Processing....................................................................................................................24Job Scheduling...............................................................................................................................................25

Workshop - Multi Resource Job..............................................................................................................26

Create Multi Resource Job...............................................................................................................26

Engineer and Schedule the Job........................................................................................................27

View Scheduled Job Results.............................................................................................................27

Workshop - Resource Capability.............................................................................................................28

Enter the First Sales Order................................................................................................................28

Enter the Second Sales Order...........................................................................................................29

Create Job for Dalton Manufacturing..............................................................................................29

Create Job for Barriston Engineering................................................................................................31

Review Scheduling Results...............................................................................................................32

Capable to Promise........................................................................................................................................33

Workshop - Capable to Promise..............................................................................................................36

Review Part PAA-200-ML.................................................................................................................36

Enter a Sales Order..........................................................................................................................37

Determine the Promise Date and Generate a Job.............................................................................38

Review the Generated Job...............................................................................................................39

Material Constraints.......................................................................................................................................40

Workshop - Material Constraints............................................................................................................40

Review Part Details..........................................................................................................................40

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ContentsAdvanced Planning and Scheduling (APS)

Create Job for DCD-100-SP.............................................................................................................41


Set Material as Constrained.............................................................................................................42

Create Second Job for DCD-100-SP.................................................................................................43


Graphs...........................................................................................................................................................45

Workshop - View Resource Schedule Load Graph...................................................................................45

Select the Graph..............................................................................................................................45

Fill the Shop Load Capacity..............................................................................................................46

Refresh the Data..............................................................................................................................46

Advanced Scheduling Reports........................................................................................................................48

Workshop - Review Scheduling Reports..................................................................................................49

Review Shop Load Report................................................................................................................49

Review Priority Dispatch Report.......................................................................................................49

Conclusion.............................................................................................................................51

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Advanced Planning and Scheduling (APS)Contents

Advanced Planning and Scheduling (APS) Course

This course discusses Advanced Planning and Scheduling (APS) and how it incorporates the strength of thescheduling engine and enhances it with advanced functionality. While these features add to scheduling, it maybe necessary to use additional functionality such as multiple constraint scheduling. APS includes a wide range ofadditional scheduling methods, visual drag-and-drop scheduling, capability and dependent capability-basedscheduling, real-time capable-to-promise functionality, and advanced material planning functionality.

This course is designed to guide you through the features and added functionality that comes with APS. It focuseson creating capabilities, working with material constraints, learning capable-to-promise (CTP) and multi-level CTPfunctionalities, scheduling capabilities and multiple resources on jobs, and using multiple research tools to viewthe scheduling results. Such tools include scheduling boards and load graphs. The learning objectives will beaccomplished through presentation and workshops.

Upon successful completion of this course, you will be able to:

• Identify the functionality available within the Advanced Planning and Scheduling module.

• Create and use capabilities.

• Use material constraints in job scheduling.

• Use capable-to-promise and multi-level CTP functionalities.

• Initialize and view Resource Schedule Load graphs.

• Generate and review scheduling reports.

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Advanced Planning and Scheduling (APS) CourseAdvanced Planning and Scheduling (APS)

Before You Begin

Read this topic for information you should know in order to successfully complete this course.

Audience

Specific audiences will benefit from this course.

• Scheduler

• Engineer

Prerequisites

To complete the workshops in this course, the necessary modules must be licensed and operating in your trainingenvironment. For more information on the modules available, contact your Epicor Customer Account Managerat [email protected]. It is also important you understand the prerequisite knowledge contained in othervaluable courses.

• Scheduling Course - This course introduces the theory of scheduling and the use of the scheduling tools inthe Epicor ERP application. The objective is to provide a foundation using the application to achieve realisticproduction schedules and load estimates that can be used to help control the shop floor and aid in deliverypromises. The Scheduling Course focuses on creating job schedules, computing resource loads, andcommunicating this information to stakeholders.

• Engineering Course - This course outlines the creation of a new part, engineering of a method of manufacture(MOM), approval of a method, and creation of a method available for use. Methods can be used in the quotingprocess, job entry, or as the basis for a new method.

• Recommended Industry Knowledge - Students should have a working knowledge of job scheduling andcapacity planning concepts.

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Advanced Planning and Scheduling (APS)Before You Begin

Environment Setup

The environment setup steps and potential workshop constraints must be reviewed in order to successfullycomplete the workshops in this course.

Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experienceEpicor functionality in action but does not affect data in your live, production environment.

The following steps must be taken to successfully complete the workshops in this course.

1. Verify the following or ask your system administrator to verify for you:

• Your Epicor training icon (or web address if you are using Epicor Web Access) points to yourEpicor training environment with the Epicor demonstration database installed. Do not completethe course workshops in your live, production environment.

Note It is recommended that multiple Epicor demonstration databases are installed. ContactSupport or Systems Consulting for billable assistance.

• The Epicor demonstration database is at the same service pack and patch as the Epicorapplication. Epicor's education team updates the Epicor demonstration database for each service packand patch. If your system administrator upgrades your Epicor application to a new service pack or patch,he or she must also download the corresponding Epicor demonstration database from EPICweb > Support> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completingthe course workshops.

• Your system administrator restored (refreshed) the Epicor demonstration database prior tostarting this course. The Epicor demonstration database comes standard with parts, customers, salesorders, and so on, already defined. If the Epicor demonstration database is shared with multiple users(that is, the database is located on a server and users access the same data, much like your live, productionenvironment) and is not periodically refreshed, unexpected results can occur. For example, if a courseworkshop requires you to ship a sales order that came standard in the Epicor demonstration database,but a different user already completed this workshop and the Epicor demonstration database was notrestored (refreshed), then you will not be able to ship the sales order. Epicor's education team has writtenthe course workshops to minimize situations like this from occurring, but Epicor cannot prevent usersfrom manipulating the data in your installation of the Epicor demonstration database.

2. Log in to the training environment using the credentials manager/manager. If you are logged into yourtraining environment as a different user, from the Options menu, select Change User.

3. From the Main menu, select the company Epicor Education (EPIC06).

4. From the Main menu, select the Main Site.

Workshop Constraints

The workshops in this course can be performed only once in each instance of a restored (refreshed) database. Ifa user has already completed these workshops in the database, the database must be restored (refreshed) beforeanother user can complete this course.

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Before You BeginAdvanced Planning and Scheduling (APS)

Overview

An extension of the scheduling process, Advanced Planning and Scheduling (APS) incorporates the strength ofthe scheduling engine and adds advanced functionality such as multiple constraint scheduling, a wide range ofscheduling methods, visual drag-and-drop scheduling, capability and dependent capability-based scheduling,real-time capable-to-promise functionality, and advanced material planning functionality.

Use APS to accomplish the following functions:

• Automated Scheduling by Capability

You can define a capability or skill level that can be tied to multiple resources rather than define a resourcegroup or individual resource in the planning process. The scheduling engine then determines, based on theavailable resources, which individual resource to schedule for the operation.

• Finite or Infinite Capacity

You can define each resource as either finite or infinite capacity. When a piece of the schedule is moved,the resource is rescheduled according to its specific type.

• Capable to Promise (CTP)

You can determine the date by which a sales order may be promised to the customer. These dates are calculatedfor the current order and jobs are created for the demand needed to fulfill the sales order.

• Multi-Level CTP

You can determine the date by which a sales order may be promised to the customer. This capability enablesthe determination of material availability both at component level and also at finished goods level.

• Material Constraints

Using an existing method of manufacturing for a part, you can consider material availability as a schedulingconstraint. Integrated directly with Inventory and Purchasing, the scheduling engine knows when material isdue and schedules it accordingly.

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Advanced Planning and Scheduling (APS)Overview

Application Setup

This section of the course reviews the setup of programs that affect the overall usage of Advanced Planning andScheduling.

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Application SetupAdvanced Planning and Scheduling (APS)

Resource Group Maintenance

Use Resource Group Maintenance to set up resource groups and resources to be assigned to operations andused during job entry for scheduling purposes. Each resource group must have at least one resource and is inactiveuntil a resource is created for it.

Resource groups and resources carry labor and labor burden cost estimates. They define where and how toperform operations. Resource groups can also be used to build part routings in the Engineering Workbench andin Quote Entry.

Menu Path

Navigate to this program from the Main Menu:

• Production Management > Engineering > Setup > Resource Group

• Production Management > Job Management > Setup > Resource Group

• Production Management > Scheduling > Setup > Resource Group

• Sales Management > Configurator Management > Setup > Resource Group

• Service Management > Expense Management > Setup > Resource Group

• Service Management > Field Service > Setup > Resource Group

• Service Management > Maintenance Management > Setup > Resource Group

• Service Management > Project Management > Setup > Resource Group

• Service Management > Time Management > Setup > Resource Group

For CRM users, the Main Menu appears as:

• Customer Relationship Management > Configurator Management > Setup > Resource Group

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Advanced Planning and Scheduling (APS)Application Setup

Workshop - Create Resource Groups

In this workshop, create two new resource groups. The first resource group is for furnace machines that yourcompany uses to heat treat metal supporting blocks. The resource group contains three resources (furnaces). Thesecond resource group contains just one resource used as additional support on an assembly line (Green TeamMember), if necessary. Both resource groups will be used later in the course to explain the resource reschedulingand resource capability scheduling functionalities.

Navigate to Resource Group Maintenance.

Menu Path: Production Management > Scheduling > Setup > Resource Group

1. From the New menu, select New Resource Group.

2. Enter the following information (where XXX are your initials):

DataField

FUR-XXXResource Group

Furnace Machines XXXDescription

Machining DepartmentDepartment

D5H8Calendar

MainInput Warehouse

01-01-01In Bin

Receiving AreaOutput Warehouse

RCV-1Out Bin

70Production (Costing Burden Rates)

70Setup (Costing Burden Rates)

70Production (Quoting Burden Rates)

70Setup (Quoting Burden Rates)

15Production (Costing Labor Rates)

15Setup (Costing Labor Rates)

15Production (Quoting Labor Rates)

15Setup (Quoting Labor Rates)

3. In the Daily Production Capacity field, enter 112.

This field specifies the amount of non-time units the resource group can produce in a day. Each resource(furnace) in this resource group consist of two racks. Each rack can accommodate 8 items for the heattreatment therefore 16 items can be heat treated at a time.

4. Click Save.

5. Remain in Resource Group Maintenance for the next workshop task.

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Create Furnace Resources

In this workshop task, add three new furnace resources to the previously created resource group. The threefurnaces have the same daily production capacity of 112 units.

1. Navigate to the Resources > Detail sheet.

2. From the New menu, select New Resource.


DataField

800C-XXXResource

800C Furnace XXXDescription

D5H8Calendar

MainInput Warehouse

01-01-01In Bin


RCV-1Out Bin

This resource (furnace) can reach the heating temperature of 800C.

4. Select the Finite Capacity check box.

This check box indicates that this resource works for a certain number of hours in a day, and that joboperations cannot exceed this capacity.

Note The daily production capacity of 112 units defaults from the resource group as the threeresources (furnaces) entered have the same capacity.

5. Click Save.

6. To the Capacity changed, therefore, the 'Generate Shop Capacity Process' will need to be run toupdate ShopLoad records. message, click OK.



DataField

1000C-XXXResource


D5H8Calendar

MainInput Warehouse

01-01-01In Bin


RCV-1Out Bin

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10. Click Save.



DataField

1200C-XXXResource


D5H8Calendar

MainInput Warehouse

01-01-01In Bin


RCV-1Out Bin



14. Click Save.

15. Remain in Resource Group Maintenance for the next workshop tasks.

Create a Green Team Resource Group

In this workshop task, create a Green Team resource group.

1. From the New menu, select New Resource Group.


DataField

XXX-GRNResource Group

XXX - Green TeamDescription

Assembly DepartmentDepartment

D5H8Calendar

MainInput Warehouse

01-01-01In Bin


RCV-1Out Bin

50Production (Costing Burden Rates)

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DataField

50Setup (Costing Burden Rates)

50Production (Quoting Burden Rates)

50Setup (Quoting Burden Rates)

15Production (Costing Labor Rates)

15Setup (Costing Labor Rates)

15Production (Quoting Labor Rates)

15Setup (Quoting Labor Rates)

3. Click Save.

4. Remain in Resource Group Maintenance for the next workshop task.

Create a Green Team Member Resource

In this workshop task, create a Green Team Member resource.

1. Navigate to the Resources > Detail sheet.



DataField

XXX-GRNResource

XXX - Green Team MemberDescription

D5H8Calendar

MainInput Warehouse

01-01-01In Bin


RCV-1Out Bin


5. Click Save.

6. To the Capacity changed, therefore, the 'Generate Shop Capacity Process' will need to be run toupdate ShopLoad records. message, click OK.

7. Exit Resource Group Maintenance.

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Operation Maintenance

Use Operation Maintenance to enter procedures that shop employees must perform when working on a job.

Job operations or operation sequences define the sequence of labor steps required to make each part.

Example Drill, Bend, and Cut.

Operations are entered for each part in Opportunity/Quote Entry and Job Entry. They can also be entered asrouting information if you have the Engineering module installed.

Important You must attach specific resources and resource groups to your operations in order to establishlabor and burden rates for the operation. Use the Scheduling Requirements sheets to do this. If youhave the Advanced Planning and Scheduling (APS) license installed, you can also attach capabilities toyour operations.

Note For more information, refer to the Routing Creation and Job Scheduling advanced topics in theApplication Help. For more information on how an operation is costed with respect to the capabilities,resources, or resource groups that might be attached to it, refer to the Costing Workbench topic in theApplication Help.

Operations can be internal or subcontract. Internal operations track the hours and costs for the planned andactual labor. Subcontract operations track the movement of parts and costs associated with outside services.

Menu Path


• Production Management > Engineering > Setup > Operation

• Production Management > Job Management > Setup > Operation

• Production Management > Scheduling > Setup > Operation

• Sales Management > Configurator Management > Setup > Operation

• Service Management > Project Management > Setup > Operation


• Customer Relationship Management > Configurator Management > Setup > Operation

Workshop - Create an Operation

In this workshop, enter a new operation for the furnace heat treatment and link it to the Furnace Machinesresource group created previously.

Navigate to Operation Maintenance.

Menu Path: Production Management > Scheduling > Setup > Operation

1. From the New menu, select New Operation.

2. In the Operation field, enter FHT-XXX (where XXX are your initials).

3. In the Description field, enter Furnace Heat Treatment XXX (where XXX are your initials).

4. In the Text field, select Standard Oper. Text.

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5. Click Save.

6. Navigate to the Scheduling Requirements > Resource Groups sheet.

7. From the New menu, select New Resource Group Requirement.

8. In the Resource Group List grid, right-click in the ResourceGrpID field, and select Open With > ResourceGroup Search.

The Resource Group Search window displays.

9. In the Starting At field, enter FUR and click Search.

10. In the Search Results grid, select the resource group created in the Workshop - Create a Resource Groupand click OK.

11. Click Save.

12. Exit Operation Maintenance.

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Capability Maintenance

Use Capability Maintenance to define capabilities that are available within your production facility. For example,capabilities could be shearing, turning, setting, painting, drilling, and so on. The capability is then associated withresources for scheduling purposes.

Important The ability to set up Capabilities in the Epicor application is only available if you have the licensefor Advanced Planning and Scheduling installed.

Following is a diagram that illustrates the relationship between capabilities and resources/resource groups:

Menu Path


• Production Management > Scheduling > Setup > Capability

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Workshop - Create a Capability

In this workshop, create three new capabilities and link them to the previously defined operation, resource group,and resources. You will associate these capabilities with three furnace resources for scheduling purposes.

Navigate to Capability Maintenance.

Menu Path: Production Management > Scheduling > Setup > Capability

1. From the New menu, select New Capability.


DataField

800C-XXXCapability

800C Capability XXXDescription

FHT-XXXOperation

FUR-XXXPrimary Resource Group

3. Click Save.

4. Navigate to the Resources sheet.


6. In the ResourceID field, enter 800C-XXX and press Tab (where XXX are your initials).

7. In the ResourcePriority field, enter 3.

This field specifies the priority or sequence in which the specified resources will be reviewed for availabilityduring job scheduling. This value is used by the scheduling engine to break ties when two or more resourcesare available at the same time. The resource with a higher resource priority value is selected first.

Example A resource with a 3 resource priority is selected before a resource with a 1 resource priority.The higher the number assigned to the resource, the more likely the resource will be used duringcapability selection.

If priority codes (such as 1, 2, 3, and so on) are not entered, the resources are checked for availabilityin the order in which they are entered in the grid on this sheet.

8. In the ProductionFactor field, verify 1 displays.

This field specifies the ratio of the production time of the resource as compared to the production time ofthe capability. The default is 1.0, meaning that the resource is equal to the capability with respect toproduction time.

9. In the SetupFactor field, verify 1 displays.

This field specifies the ratio of the setup time of the resource as compared to the setup time of the capability.The default is 1.0, meaning that the resource is equal to the capability with respect to setup time.

10. Click Save.

11. Repeat steps 5-10 to add two additional resources (where XXX are your initials):

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SetupFactorProductionFactorResourcePriorityResource

1.001.252.001000C-XXX

1.001.501.001200C-XXX

The 800C-XXX capability includes 3 resources because the 1000C-XXX and 1200C-XXX furnaces can bealso used to heat treat a part which requires the temperature of 800C (where XXX are your initials).



DataField

1000C-XXXCapability


FHT-XXXOperation


14. Click Save.





19. In the ProductionFactor field, enter 1.25.


21. Click Save.






27. Click Save.

The 1000C-XXX capability includes 2 resources because the 1200C-XXX furnace can be also used to heattreat a part which requires the temperature of 1000C (where XXX are your initials).



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DataField

1200C-XXXCapability


FHT-XXXOperation


30. Click Save.







37. Click Save.

The 1200C-XXX capability includes only 1 resource because the 1000C-XXX and 800C-XXX furnaces cannotbe used to heat treat a part which requires the temperature of 1200C (where XXX are your initials).

38. Exit Capability Maintenance.

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Part Maintenance

Use Part Maintenance to enter or update part information. Parts are either purchased items you use for rawmaterials or subassemblies or manufactured items you use to fill sales orders.

Each part record contains crucial data you may need for purchase or production needs. A part record containsgeneral information such as part number, description, and search criteria. Also, a part record defines inventoryinformation, which includes unit of measure (UOM) options for sales, purchases, inventory, non-stock classifications,serial number tracking, and weight values. You also define warehouse and bin information for each part, includingMinimum, Maximum, and Safety Stock quantities. If this part is included in a sales kit, define these parametersas well.

When you set up a part, you can access it from each site within the company, and use it on jobs. You can alsoselect parts as materials on quote, job, or part methods of manufacturing. If you use the Engineering module,purchased or manufactured parts on a bill of material must have a record set up in Part Maintenance.

Tip Most modules do not require parts to exist in Part Maintenance, but it is recommended that you enterparts in this program, as each record requires little data and can save you data entry time later.

Menu Path


• Material Management > Inventory Management > Setup > Part

• Material Management > Purchase Contracts Management > Setup > Part

• Material Management > Purchase Management > Setup > Part

• Material Management > Supplier Relationship Management > Setup > Part

• Production Management > Engineering > Setup > Part

• Production Management > Job Management > Setup > Part

• Production Management > Material Requirements Planning > Setup > Part

• Production Management > Quality Assurance > Setup > Part

• Sales Management > Configurator Management > Setup > Part

• Sales Management > Demand Management > Setup > Part

• Sales Management > Order Management > Setup > Part

• Service Management > Field Service > Setup > Part


• Customer Relationship Management > Configurator Management > Setup > Part

• Customer Relationship Management > Order Management > Setup > Part

Workshop - Create Parts

Your company specializes in a heat treatment for different types of metal supporting blocks. In this workshop,enter three new parts (Metal Supporting Blocks) and create a method of manufacturing for each of them.

Navigate to Part Maintenance.

Menu Path: Production Management > Job Management > Setup > Part

1. From the New menu, select New Part.

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2. In the Part field, enter 800C-XXX (where XXX are your initials).

3. In the Description field, enter 800C Metal Supporting Block XXX (where XXX are your initials).

4. In the Type field, select Manufactured.

5. In the Group field, select Fabricated.

This field specifies the product group to which this part is assigned. A product group classifies groups ofyour finished goods inventory parts.

6. Click Save.

7. From the New menu, select New Part Revision.

The Part > Revisions > Detail sheet displays.

8. In the Rev field, enter A.

9. In the Description field, enter Initial Revision.

10. Select the Not Approved check box to approve the revision.

The Description of Change window displays.

11. In the Description of Change window, enter Approved and click OK.

12. From the Actions menu, select Revision > Check Out Revision.

The Part Revision Checkout window displays.

13. Click the New ECO button.

ECO Group Maintenance displays.

14. In the Group ID field, enter FUR-XXX (where XXX are your initials).

15. In the Description field, enter Furnaces ECO XXX (where XXX are your initials) and click OK.

16. In the Revisions grid, select Rev A and click OK.

17. From the Actions menu, select Revision > Engineering Workbench.

The Engineering Workbench displays.

18. In the tree view, right-click the Operations node and select Add Operation.

The Method of Manufacturing > Operations > Detail sheet displays.

19. In the Operation field, select Furnace Heat Treatment XXX (where XXX are your initials).

20. In the Prod Std field, enter 16 and select Pieces/Hour and click Save.

21. Navigate to the Method of Manufacturing > Operations > Scheduling Resources > Detail sheet.

22. In the Capability field, select 800C Capability XXX (where XXX are your initials).

This capability carries three resources, 800C-XXX, 1000C-XXX, and 1200C-XXX (where XXX are your initials).

23. Click Save.

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24. Navigate to the Revision > Detail sheet and select the Not Approved check box to approve the revision.

25. Click Save.

26. From the Actions menu, select Revision > Check In.

The Description of Change window displays.

27. Click OK.

28. To the Check In Complete message, click OK.

29. Exit the Engineering Workbench and remain in Part Maintenance.

30. Repeat steps 1-29 to add two additional parts (where XXX are your initials). Do not create a new ECO group,but reuse FUR-XXX entered in steps 13-15.

DataField

1000C-XXXPart

1000C Metal Supporting Block XXXDescription

FUR-XXXECO

1000C-XXXCapability

The capability carries two resources 1000C-XXX and 1200C-XXX (where XXX are your initials).

DataField

1200C-XXXPart

1200C Metal Supporting Block XXXDescription

FUR-XXXECO

1200C-XXXCapability

The capability carries one resource only 1200C-XXX (where XXX are your initials).

31. Exit Part Maintenance.

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Daily Processing

This section of the course discusses the advanced planning and scheduling processing that takes place during atypical work day. Advanced planning and scheduling determines the resources and capabilities of resources tocomplete tasks and reach objectives. These objectives may be complex, such as constructing a new building usingthree cranes at once, or a simple task such as heat treating metal components using several furnaces.

Business Scenario (Capabilities)

You company specializes in heat treatment for building components used in construction. One part of yourmanufacturing site consists of three furnaces used specifically to heat treat metal supporting blocks used in bridgeconstruction. Each furnace has a different temperature capability, ranging from 800, 1000, and 1200 Celsius.Each furnace comprises two racks, with one rack being able to accommodate up to eight metal supporting blocks.Because you receive many orders for supporting blocks and have only three furnaces available, you link thesefurnaces (resources) to capabilities, where you further define their priority and production factors. There are timeswhen you receive orders from customers requiring the same quantities on the same date, so once you set upcapabilities and schedule jobs, the scheduling engine determines which furnace is used for a particular job.

Business Scenario (Resource Rescheduling)

You need to replenish a significant amount of part DSS-1000 (Satellite Assembly) in inventory, as you are expectinga significant order increase in couple of months time due to a soccer world cup. As a result you decide to addan additional resource to the job in order to boost up production. You enter a make-to-stock job and scheduleit two months out when new orders should be coming in. Later you discover that the Green Team memberresource should be in high demand later next month. Therefore, you decide to pull in the start date for theassembly operation of the job you created for part DSS-1000.

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Advanced Planning and Scheduling (APS)Daily Processing

Job Scheduling

Job planning and scheduling encounters several possibilities during the scheduling process. Product that is soldor stocked has a demand value that needs to be fulfilled. Because of this, as a planner, you must estimate thedemand required each day and/or week to make sure there is enough supply of time or other capacity availableto complete production quantities by the due date. Some of these jobs may be more important than others.Using more than two resources or scheduling a resource by its capability may allow you to successfully schedulejobs with the most efficiency.

This section of the course covers working with multiple resources on an operation for a job. Also covered is theuse and scheduling of a resource capability to increase production scheduling and performance of availableresources.

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Daily ProcessingAdvanced Planning and Scheduling (APS)

Workshop - Multi Resource Job

In this workshop, create a job for 1000 units of part DSS-1000. You plan to call upon a member from the GreenTeam to do the assembly work. As a result you add a new resource to Operation 10 - Assembly.

Create Multi Resource Job

In this workshop task, create a new job for 1000 units of part DSS-1000.

Navigate to Job Entry.

Menu Path: Production Management > Job Management > General Operations > Job Entry

1. From the New menu, select New Job.

The New Job Number window displays.

2. Click the Next Job button to generate a new job number.

3. Click OK to confirm.

4. In the Part field, enter DSS-1000 and press Tab.

5. In the Req By field, enter the date two months from today.

6. From the New menu, select New Demand Link > Make to Stock.

The Job > Make To Stock > Detail sheet displays.

7. In the Quantity field, enter 1000 and press Tab.

8. From the Actions menu, select Job > Get Details.

The Get Details window displays.


10. Click Save.

11. In the tree view, right-click ASM: 0 DSS-1000 and select Tree > Expand Tree.

12. In the tree view for Opr: 10 OP: ASSEM, right-click the Resources node and select Add SchedulingResource.

The Job Details > Operations > Scheduling Resources > Detail sheet displays.

13. In the Resource Group field, select XXX - Green Team (where XXX are your initials).

14. In the Resource field, select XXX - Green Team Member (where XXX are your initials).

15. Click Save.

16. Remain in Job Entry for the next workshop task.

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Engineer and Schedule the Job

In this workshop task, engineer and schedule the job for part DSS-1000.

1. Navigate to the Job sheet.

2. Select the Engineered check box.

This check box indicates that the manufacturing process for the job has been completely planned.

3. Record the job number_______________.

4. From the Actions menu, select Schedule > Job Scheduling.

The Schedule Job window displays.

5. Accept the default of Backward scheduling and click OK.

The backward scheduling begins with the job's target completion date and subtracts the estimated operationtime for the last operation to compute its scheduled starting time which, in turn, becomes the scheduledcompletion time of the previous operation. This process continues until the first operation is scheduled andthe scheduled start date for the job results.


View Scheduled Job Results

You discover that the Green Team is in high demand later next month. You decide to pull in the start date forthe assembly operation (OPR 10) of the job you created for part DSS-1000. You access the Job Scheduling Boardto view the current schedule and then change the start date of the assembly operation.

1. From the Actions menu, select Schedule > Job Scheduling Board.

The Job Scheduling Board displays.

2. Navigate to the Schedule sheet and double-click the job number.

The list of operations displays.

3. Right-click the job number and select Start Time.

Note the current start and end dates of the operations and job.

4. Double-click (0/10) ASSEM.

The resources for this operation display. Notice the XXX-GRN (where XXX are your initials) resource isincluded.

5. Double-click the yellow bar for the XXX-GRN (XXX - Green Team).

The Move Job XXXX (where XXXX is your job number) window displays.

6. In the Start Date field, enter the date three days from today.

7. Accept the other defaults and click OK.

Note that the yellow bar has moved, but the blue bar has not. The schedule changes have not yet beenaccepted.

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8. From the Actions menu, select Accept Current Job Changes.

9. Exit the Job Scheduling Board.

10. In Job Entry, select the Released check box.

This check box indicates that this job is ready to be manufactured.

11. Click Save.

12. Exit Job Entry.

Workshop - Resource Capability

You receive two sales orders from two different customers for 112 units of part 1000C-XXX (where XXX areyour initials). Both customers must receive the required quantities in two days time. In this workshop, enter twosales orders for the metal supporting block part and enter, schedule, engineer, and release two jobs with identicalquantities and due dates. Finally, review the scheduling results using the Multi Resource Scheduling Board.

Enter the First Sales Order

In this workshop task, enter the first sales order for the metal supporting block part.

Navigate to Order Entry.

Menu Path: Sales Management > Order Management > General Operations > Order Entry

Tip The CRM menu path is: Customer Relationship Management > Order Management > GeneralOperations > Order Entry

1. From the New menu select New Order.

2. In the Customer field, enter Dalton and press Tab.

3. In the Need By field, enter the date two weeks from today.

4. Click Save.

5. Navigate to the Lines > Detail sheet.

6. From the New menu, select New Line.

7. In the Part/Rev field, enter 1000C-XXX (where XXX are your initials) and press Tab.

This is the part created in the Workshop - Create Parts.

8. In the Order Quantity field, enter 112.

9. Click Save.

10. Navigate to the Releases > Detail sheet.

11. Select the Make Direct check box.

This check box indicates that this release quantity will be manufactured instead of being pulled from inventory.The order releases that use this option are displayed as new orders in Job Entry.

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12. Navigate to the Summary sheet.

13. Record the sales order number_____________.

14. Click Save.

15. Remain in Sales Order Entry for the next workshop task.

Enter the Second Sales Order

In this workshop task, enter the second sales order for the metal supporting block part.

1. From the New menu, select New Order.

2. In the Customer field, enter BARRISTON and press Tab.


4. Click Save.



7. In the Part/Rev field, enter 1000C-XXX (where XXX are your initials) and press Tab.

This is the part created in the Workshop - Create Parts.


9. Click Save.

10. Navigate to the Releases > Detail sheet.

11. Select the Make Direct check box.

12. Navigate to the Summary sheet.

13. Record the sales order number_____________.

14. Click Save.

15. Exit Sales Order Entry.

Create Job for Dalton Manufacturing

In this workshop task, create a job to satisfy the order placed by Dalton Manufacturing for 112 units of part1000C-XXX (where XXX are your initials).





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4. In the Part field, enter 1000C-XXX (where XXX are your initials) and press Tab.

5. In the Req By field, enter the date two days from today.

6. Click Save.

7. From the New menu, select New Demand Link > Make to Order.

The Job > Make to Order > Detail sheet displays.

8. In the Order field, enter the sales order number for Dalton Manufacturing and press Tab.

9. In the Line field, enter 1 and press Tab.

10. In the Release field, enter 1 and press Tab.

In the Production Qty field, 112 displays.

11. Click Save.




14. In the tree view, right-click the job number and select Tree > Expand Tree.

15. In the tree view, click Opr: 10.

The Job Details > Operations > Detail sheet displays.

16. In the Setup Per Machine pane, in the Hours field, enter 1.

This is the amount of hours required to set up a furnace machine.

17. In the Production Per Machine pane, in the Prod Std field, verify 16 and Pieces/Hour display.

18. Click Save.

19. Navigate to the Job Details > Operations > Scheduling Resources > Detail sheet.

20. In the Production Consumption Rate field, enter 0.062.

This is the rate required to make one part for this operation detail record. This rate is multiplied by themanufacturing quantity of the job to get the total daily production quantity. This total is then compared tothe operation detail record's Daily Production Capacity to check for a non-time constraint. Once the productionlimit for the operation detail has been reached, it has been consumed for that day.

21. Click Save.

The Row has been modified by another user and couldn't be updated. message displays.

22. To the message, click OK.

23. Click Refresh.

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24. In the Production Consumption Rate field, enter 0.062 again and click Save.






Finite Capacity assumption does not allow more load to be scheduled into a time period than the availablecapacity. For example, if the resource capacity is 15 hours per day, loading to Finite Capacity will not exceedthat amount at the resource level. If overload is encountered, and material and capacity are available, theEpicor application pulls as much load as possible into earlier time periods.

29. Click OK.

30. Select the Released check box.

31. Record the job number______________.

32. Click Save.


Create Job for Barriston Engineering

In this workshop task, create a job to satisfy the order placed by Barriston Engineering for 112 units of part1000C-XXX (where XXX are your initials).





4. In the Part field, enter 1000C-XXX (where XXX are your initials) and press Tab.

5. In the Req By field, enter the date two days from today.

6. Click Save.

7. From the New menu, select New Demand Link > Make to Order.

The Job > Make to Order > Detail sheet displays.

8. In the Order field, enter the sales order number for Barriston Engineering and press Tab.

9. In the Line field, enter 1 and press Tab.

10. In the Release field, enter 1 and press Tab.

In the Production Qty field, 112 displays.

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11. Click Save.


The Get Detail window displays.



15. In the tree view, click Opr: 10.


16. In the Setup Per Machine pane, in the Hours field, enter 1.

17. In the Production Per Machine pane, in the Prod Std field, verify 16 and Pieces/Hour display.

18. Click Save.

19. Navigate to the Job Details > Operations > Scheduling Resources > Detail sheet.

20. In the Production Consumption Rate field, enter 0.062.

21. Click Save.

The Row has been modified by another user and couldn't be updated. message displays.


23. Click Refresh.

24. In the Production Consumption Rate field, enter 0.062 again and click Save.





28. Select the Finite Capacity check box and click OK.


30. Record the job number______________.

31. Click Save.

32. Exit Job Entry.

Review Scheduling Results

In this workshop task, review the scheduling results using the Job Scheduling Board.

Navigate to the Job Scheduling Board.

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Menu Path: Production Management > Scheduling > General Operations > Job Scheduling Board

Important This program is not available in the Epicor Web Access.

1. Click the Job button.

The Job Search window displays.

2. In the Starting At field, enter the first job number and click Search.

3. From the Search Results grid, select both previously entered jobs and click OK.

In the Job List grid, both jobs display.

4. Navigate to the Schedule sheet.

5. In the Job pane, click the top job number.

6. Navigate to the Detail sheet.

7. In the Resource grid, in the Resource ID column, the 1000C-XXX resource displays (where XXX are yourinitials).

8. Navigate back to the Schedule sheet and select the second job.

9. Navigate again to the Detail sheet.

10. In the Resource grid, in the Resource ID column, the 1200C-XXX resource displays (where XXX are yourinitials).

As both jobs are scheduled finitely and both are due on the same day, a different resource (furnace) is usedfor each of them. This is because both resources have been considered by the scheduling engine to satisfytwo separate jobs for Dalton Manufacturing and Barriston Engineering.


Capable to Promise

The capable-to-promise (CTP) allows you to determine the date by which a sales order may be promised to thecustomer. These dates are calculated for the current order and jobs are created for the demand needed to fulfillthe sales order. The jobs are then incorporated into the production schedule. You can indicate whether thisfunctionality is run on each or only on a specific order detail line on the sales order. You can also enter a projectedstart date for each detail line to help in scheduling the jobs.

If a part is non-stock, the following CTP rules apply:

• An unfirm job is created, similar to the logic behind MRP unfirm jobs.

• The job's method comes from a linked quote. If no quote exists, the method comes from the part.

• The Engineered check box is selected.

• The job is scheduled forward in what-if mode to determine the calculated completion date.

If a part is stocked, the following CTP rules apply:

• If there is sufficient stock to fulfill the order demand, the capable-to-promise date is set to the need by dateof the order release.

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• If there is not sufficient stock for the part, the Time Phase logic is used to determine when there will besufficient stock.

• If the sales order line part is a manufactured item and there is no supply to meet the requirement, the non-stockpart logic applies.

• If the sales order line part is a purchased part and there is no supply to meet the requirements, thecapable-to-promise date is determined by adding the purchase lead time to the current date and using thisas the capable-to-promise date.

Multi-Level Capable to Promise

The capable-to-promise (CTP) can now perform multi-level CTP. To accomplish this, CTP uses the Plan as Assemblyparameter to create the assembly structure on materials defined as View as Assembly when the demand isfound within the cumulative lead time.

For a stocked part, when demand is within the cumulative lead time and per available-to-promise (ATP), notenough stock is available to cover the demand, then an unfirm CTP job is created following the rules (whichinclude Plan as Assembly). If the CTP is accepted, then the CTP jobs for stock parts is marked as firm, but doesnot directly link to the sales order.

Note This is always true for make direct parts. It has also been extended to include stock parts if thedemand falls within the cumulative lead time and the quantity on hand is short of the required quantity.

Example Part PAA-200-ML consists of subassemblies CA10, and CA12. Both subassemblies are constrainedmaterials and both have different cumulative lead times. The application always takes the highest lead timeinto consideration when calculating manufacturing lead time for the parent part. The stock availability ofthe parent part's subassemblies as well as their respective manufacturing lead times determine when thesales order can be satisfied.

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Workshop - Capable to Promise

A customer of ABC Manufacturing, Dalton Inc, places an order for part PAA-200-ML. In this workshop, enter asales order for part PAA-200-ML and use the capable-to-promise (CTP) functionality and multi-level CTP to reviewthe calculated dates for this sales order. The last step in the process is to generate and review the job.

Review Part PAA-200-ML

In this workshop task, review manufacturing lead time for part PAA-200-ML and understand the applicationmanufacturing lead time calculation logic.



1. In the Part field, enter PAA-200-ML and press Tab.

2. Navigate to the Part > Sites > Planning sheet.

3. In the Manufacturing Lead Time pane, in the Cumulative Lead time field, verify 60 displays.

This is the total time required to generate the part. The value includes the time required to manufacture orpurchase parts of lower levels.

4. In the This Level Time field, verify 1 displays.

This is the lead time required to manufacture the part at the level of this part only. The value does not includethe time required to manufacture or purchase parts of lower levels.

5. The following calculation logic applies when calculating the Cumulative Lead Time for part PAA-200-ML:

In the Cumulative Time field, the value of 60 days displays. This is the calculated value based on the leadtimes of the part's subassemblies.

Note The cumulative times for part PAA-200-ML can vary, depending on the lead times of its materials.

Example The following are the parts subassemblies and their related lead times:

Material CA10

DataField

59Cumulative Time

3This Level Time

Note

Material CA10 contains subassembly CA20. The cumulative lead time for material CA20 is 56 days.The application therefore calculates the lead time for part CA10 as follows: 56 (this is the cumulativelead time for part CA20) + 3 (this is the actual manufacturing time for part CA10) = 59.

Material CA12

DataField

16Cumulative Time

2This Level Time

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Note

The cumulative lead time for material CA12 is 16 days. Material CA12 contains purchased materialCM14 with the purchasing lead time of 14 days. The application therefore calculates the lead timefor part CA12 as follows: 14 (this is the purchasing lead time for part CM14) + 2 (this is the actualmanufacturing time for part CA12) = 16.

Note

The application always takes the highest lead time into consideration when calculating manufacturinglead time for the parent part. In the example above, the parent part PAA-200-ML has the cumulativelead time of 60 days. The application therefore calculates the lead time for part PAA-200-ML as follows:59 (this is the cumulative lead time for part CA10) + 1 (this is the actual manufacturing time for partPAA-200-ML) = 60.


Enter a Sales Order

In this workshop task, enter a sales order for 75 units of part PAA-200-ML ordered by Dalton Manufacturing.

Navigate to Order Entry.

Menu Path: Sales Management > Order Management > General Operations > Order Entry

Tip The CRM menu path is: Customer Relationship Management > Order Management > GeneralOperations > Order Entry

1. From the New menu, select New Order.

2. In the Customer field, enter Dalton and press Tab.


4. Click Save.



7. In the Part/Rev field, enter PAA-200-ML and press Tab.


9. Click Save and remain in the Sales Order Entry for the next workshop task.

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Determine the Promise Date and Generate a Job

In this workshop task, launch capable-to-promise to determine the promise date for this sales order and generatea job for the ordered quantities.

1. From the Actions menu, select the Capable to Promise command.

Capable to Promise displays.

2. In the Order Lines grid, review the Proposed Start Date.

Today's date should default.

3. Verify the CTP check box is selected.

Selecting this check box ensures the proposed completion date will be calculated.

4. Click the Calculate button to calculate the completion date.

5. In the CalculatedCompDate field, a proposed completion date displays.

This field specifies the date determined by capable-to-promise calculation as the date on which the ordercan be sent to the customer.

6. Record the calculated completion date________________.

For the purpose of this workshop, you will not yet confirm the order line.

7. Select the Multi Level CTP check box.

Selecting this check box ensures the application considers the part's PAA-200-ML subassemblies and theirrespective manufacturing and purchasing lead times in the completion date calculation process.

8. Click the Calculate button again.

9. In the CalculatedCompDate field, a new proposed completion date displays.

10. Record the calculated completion date________________.

Notice the date is further out. This is because the application searched for and calculated the lead times ofthe materials in the part's PAA-200-ML method of manufacture. It also considered the current stock quantitiesof the materials needed to make the parent part.

Example Part CM14 is a purchased part needed to make part CA12. Part CA12 is a subassembly forpart PAA-200-ML. The purchasing lead time for CM14 is 14 days. If the on hand quantity for CM14was zero, the application would consider this and would add 14 days to the calculated promise date,as it takes 14 days to get the part from the supplier in order to make part CA12, which is needed tomake part PAA-200-ML.

11. Select the Confirm All check box.

12. Click the Confirm button.

The order line clears from the Order Lines grid.

13. Exit Capable to Promise.

14. Exit Sales Order Entry.

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Review the Generated Job

In this workshop task, review the generated job for pat PAA-200-ML using the Job Scheduling Board.

Navigate to the Job Scheduling Board.

Menu Path: Production Management > Scheduling > General Operations > Job Scheduling Board

Important This program is not available in the Epicor Web Access.

1. Click the Job button.

The Job Search window displays.

2. In the Sort By field, select Part Number.

3. In the Starting At field, enter PAA-200-ML and click Search.

4. In the Search Results grid, select the job for part PAA-200-ML.

There may be other jobs displaying for this part in the Search Results grid. To make sure you select thecorrect job, verify the selected job is for 75 units.

5. Click OK.



The right pane displays a Time bar showing the start and end date for the job operation.


9. Review the Start Date and the Due Date fields.

10. In the Est Hours field, review the estimated hours for this job.

This is the estimated number of hours to complete the job operation.


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Material Constraints

In addition to resource constraints, the Epicor application can also consider material availability when schedulingjobs. This is done by identifying a material part as constrained.

A constrained material is a part that will affect the job schedule based on its availability. If there is not enoughmaterial on hand to satisfy a job requirement, job scheduling determines when the material is available for anoperation, and that date is used as the start point for the related operation. If the required date for the materialis later than the defined lead time for the material, then the material is considered available.

Workshop - Material Constraints

In this workshop, create two identical jobs for the same part to see how they affect the production schedule.

To explain the Material Constraints functionality, this workshop outlines the following logic:

1. Review details for material 8400S-612 to verify the part is not set as constrained and it does have a definedlead time.

2. Create, schedule, and engineer job for part DCD-100-SP. You modify the part's method of manufacturingby adding material 8400S-612 and a welding operation.

3. Review scheduling results. The job should meet its due date.

4. Set material 8400S-612 as constrained and define a lead time.

5. Create, schedule, and engineer another job for part DCD-100-SP. The job's due date and quantities areidentical to the first job. You modify the part's method of manufacturing by adding material 8400S-612and a welding operation again.

6. Review scheduling results. The job should not meet its due date and is pushed further out.

Review Part Details

Part 8400S-612 (Angle Mount Bracket) is a purchased, stocked part that is welded to different products, basedon customer requirements. In this workshop task, review details for part 8400S-612. The part currently carrieszero stock levels.



1. In the Part field, enter 8400S-612 and press Tab.

2. On the Part > Detail sheet, verify the Constrained Material check box is cleared.

If this check box is selected, the Scheduling engine determines when material will be available for anoperation, and uses that date as the starting pointing for the related operation. If the required date is laterthan the defined lead time for the material, the Epicor application considers the material as available.

3. Navigate to the Part > Sites > Detail sheet.

4. In the Lead Time field, verify 0 displays.

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This field defines the number of days that pass between the day the purchased parts are ordered from asupplier and the day the parts arrive at the site.

5. Minimize Part Maintenance.

Create Job for DCD-100-SP

Dalton Manufacturing, one of your customers, requested 10 units of part DCD-100-SP with an angle mountwelded to it. To satisfy the customer request, create a job for part DCD-100-SP and modify the method ofmanufacture to accommodate the customer request.





2. Click the Next Job button and click OK.

3. Record the job number_____________.

4. In the Part field, enter DCD-100-SP and press Tab.

5. In the Req By field, enter the date two weeks from today.

6. Click Save.



8. In the Revisions grid, select revision A and click OK.


10. In the tree view, right-click Opr: 50 OP: OVPLA and select Add Operation.


11. In the Operation field, select Arc Weld.

12. In the Production Per Machine pane, in the Prod Std field, enter 1 and select Pieces/Hour.

13. Click Save.

14. In the tree view, right-click the Materials node and select Add Material.

The Job Details > Materials > Detail sheet displays.

15. In the Part/Rev field, enter 8400S-612 and press Tab.

This is the part reviewed previously.

16. In the Qty/Parent field, enter 1.

This field specifies the quantity of the material part required to produce a base unit of the parent assemblypart.

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17. Click Save.

18. From the New menu, select New Demand Link > Make To Stock.


19. In the Quantity field, enter 10 and click Save.




22. Accept the default value of Backward scheduling and click OK.



The job for part DCD-100-SP has been entered, engineered, and scheduled. In this workshop task, review thescheduling results.





The job schedule displays.


5. Review the Start Date and Due Date fields.

The job meets its due date of two weeks from today.

6. Close the Job Scheduling Board.


8. Click Save.

9. Minimize Job Entry.

Set Material as Constrained

In this workshop task, modify the 8400S-612 part record. You define the purchasing lead time and set the partas constrained.

1. Maximize Part Maintenance.

2. Navigate to the Part > Detail sheet.

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3. Select the Constrained Material check box.

4. Navigate to the Part > Sites > Detail sheet.

5. In the Lead Time field, enter 14.

6. Click Save.


Create Second Job for DCD-100-SP

In this workshop task, create another job for part DCD-100-SP for the same quantity and due date. You willagain add the same operation and material to the method of manufacture for part DCD-100-SP.

1. Maximize Job Entry.



3. Click the Next Job button and click OK.

4. Record the job number_____________.

5. In the Part field, enter DCD-100-SP and press Tab.

6. In the Req By field, enter the date one week from today.

7. Click Save.



9. In the Revisions grid, select revision A and click OK.


11. In the tree view, right-click Opr: 50 OP: OVPLA and select Add Operation.


12. In the Operation field, select Arc Weld.

13. In the Production Per Machine pane, in the Prod Std field, enter 1 and select Pieces/Hour.

14. Click Save.

15. In the tree view, right-click the Materials node and select Add Material.

The Job Details > Materials > Detail sheet displays.

16. In the Part/Rev field, enter 8400S-612 and press Tab.

17. In the Qty/Parent field, enter or verify 1 displays.

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18. Click Save.

19. From the New menu, select New Demand Link > Make To Stock.


20. In the Quantity field, enter 10 and click Save.




23. Accept the default value of Backward scheduling and click OK.

A warning message displays informing you the job will not meet its required due date.




The second job for part DCD-100-SP has been entered, engineered, and scheduled. In this workshop task, reviewthe scheduling results.





The job schedule displays.


5. Review the Start Date and Due Date fields.

Notice the job is scheduled further out. This is because the application considered availability for material8400S-612 when scheduling the second job.

6. Close the Job Scheduling Board.


8. Click Save.

9. Exit Job Entry.

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Graphs

There are two dashboard style graph programs that provide valuable information related to scheduling.

Site Schedule Load Graph

The Site Schedule Load Graph displays information about job, department, company, site, and resource groupschedules. This includes information such as the Actual Capacity of the site, the current Site Load graph, and aWhat If Hours graph. This graph offers an additional method for tracking the current schedule load for themanufacturing site. This helps identify constraints occurring within the production flow and evaluates possibleadjustments to remove constraints.

Resource Schedule Load Graph

The Resource Schedule Load Graph displays information about resource group and resource schedules. Thisincludes information such as the Actual Capacity of the Resource Group or Resource, the current Resource Loadgraph, and a Resource Group graph. This graph offers an additional method for tracking the current scheduleload for the manufacturing site's resources. This helps identify constraints occurring within the production flowand evaluates possible adjustments to remove constraints.

Workshop - View Resource Schedule Load Graph

In this workshop, review the current schedule resource group load for the XXX - Green Team (where XXX areyour initials) resource group.

Select the Graph

Navigate to the Schedule Process Set.

Menu Path: System Management > Process Sets > Schedule Process Set

1. In the Process Set field, select zScheduleLoadGraph - EPIC06.

The EPIC06 is the Epicor Education company identifier.

2. Click Submit.

3. Exit the Schedule Process Set.

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Fill the Shop Load Capacity

Navigate to Fill Shop Capacity.

Menu Path: System Management > Schedule Processes > Generate Shop Capacity Process

1. In the Number of Days field, enter 60.

2. Click OK.

3. Exit Fill Shop Capacity.

4. From the Main Menu, navigate to System Setup > System Maintenance > System Monitor to verifythe Schedule Process Set and Fill Shop Capacity processes are complete.

5. In the System Monitor, navigate to the Active Tasks > List sheet.

Important Both processes display within the Active Tasks grid. Both processes can take a fewminutes to complete; periodically click the Refresh button. When the processes have finished, theyno longer display within this grid.

Refresh the Data

Navigate to the Shop Load Graph.

Menu Path: Production Management > Scheduling > General Operations > Resource Schedule Load Graph

1. Click Refresh.

2. In the Resource Group grid, select XXX - Green Team (where XXX are your initials).

The Resource Load Graph sheet displays the graph.

3. Review the dates on which this resource is loaded.

4. Hover your mouse over Settings to display the Settings window.

5. In the Chart Type field, select a different chart option.

For example, LineChart3D.

6. Click Refresh.

7. Review the newly loaded chart.

8. Navigate to the Resource Data sheet.

9. In the Resource Data grid, drag-and-drop the WeekBucket down into the other columns.

If the forecast is bucketed in weeks, the schedule date is the first day of the week, and the schedule enddate is the end of that week.

10. Click Refresh.

11. Review the resource load hours for the weeks ahead.

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12. Exit the Shop Load Graph.

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Advanced Scheduling Reports

There are several standard reports that provide valuable information related to scheduling. Some informationpresented in these reports is available in the displays viewed earlier, but presented in a more concise form.

Shop Load Report

Menu Path: Production Management > Scheduling > Reports > Shop Load

The Shop Load Report displays the scheduled load by Resource Group for six future user-defined time periods.This report can be printed in a summary form, to view load vs. capacity by Resource Group, or in full detail toview the composition of the load (the individual job operations that make up the load).

Priority Dispatch Report

Menu Path: Production Management > Scheduling > Reports > Priority Dispatch

The purpose of the Priority Dispatch Report is to communicate the relative priority of each job; that is, whichjob(s) should be completed in a given time period in order to be completed. This report lists jobs by ResourceGroup and sorts them by the scheduled start date of the operation to be performed. The report is divided intothree sections:

• Current Work

These are jobs that have started at this Resource Group, the previous operation has been completed, or is theResource Group of the first operation.

• Available Work

These jobs are at the Resource Group, are in process, and at least one unit has been marked as completed.

• Expected Work

These jobs can be anywhere in the site, but are expected to be at this Resource Group by the scheduled startdate.

It is not necessary to process the jobs in the exact order listed on the report, as long as each job is completedby its scheduled date.

Schedule Impact Report

Menu Path: Production Management > Scheduling > Reports > Schedule Impact

The Schedule Impact Report displays the changes to jobs and revenue as a result of What-If schedule changes.Before accepting changes made through drag-and-drop scheduling, load leveling, or running Global FiniteScheduling, you should run this report to see how these changes will impact the open jobs.

This report displays the number of jobs early, late, or on-time, and the changes in these numbers from the currentjob schedules. For more details, you may view the actual changes by job to see the current and proposed (WhatIf) start and completion dates by making the appropriate selections.

Job Status Report

Menu Path: Production Management > Job Management > Reports > Job Status

The Job Status Report displays only those jobs that meet the user-selected criteria:

• The job's actual hours exceed the estimated hours.

• The job is delinquent.

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• Labor efficiency has fallen below a certain level.

You can further filter this report by part number, product group, customer, or site. The purpose of this report isto display those jobs that may become late, miss their scheduled ship dates, or consume more resources thanestimated. Even though this report contains valuable information related to job schedules, it is contained in theJob Management folder.

Work Queue

The work queue is an electronic dispatch list. It provides the same information as the Priority Dispatch Report butallows you to select a job from the list. This feature performs two functions:

• Displays the dispatch information.

• Selects a job for processing.

This feature is not part of the Epicor application used in this course but is available in Management ExecutionSystem (MES).

Workshop - Review Scheduling Reports

In this workshop, review two scheduling reports, the Shop Load Report and Priority Dispatch Report.

Review Shop Load Report

In this workshop task, generate and review Shop Load Report.

Navigate to Shop Load.

Menu Path: Production Management > Job Management > Reports > Shop Load

1. In the Cut Off Date field, select the date three months from today.

2. Navigate to the Filter > Resource Group sheet.

3. Click the Resource Group button, and search for and select the XXX-GRN (XXX - Green Team) resourcegroup (where XXX are your initials).

4. On the Standard toolbar, click Print Preview to generate the report.

The Shop Load Report displays.

5. In the report, review the weekly resource group capacity.

6. Close the Shop Load Report.

7. Repeat steps 1 to 6 to generate and review the Shop Load Report for the FUR-XXX (where XXX are yourinitials) resource group, with the cut off date of three weeks from today.

8. Exit Shop Load Report.

Review Priority Dispatch Report

In this workshop task, generate and review Priority Dispatch Report.

Navigate to Priority Dispatch.

Menu Path: Production Management > Job Management > Reports > Priority Dispatch

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1. Navigate to the Filter > Resource Group sheet.

2. Click the Resource Group button, and search for and select the FUR-XXX (Furnace Machines XXX) resourcegroup (where XXX are your initials).

3. On the Standard toolbar, click Print Preview to generate the report.

The Priority Dispatch Report displays.

4. In the report, review the Setup and Production hours for both previously entered jobs.

Notice both jobs for the same part are scheduled and will be completed on the same date using two differentresources.

5. Close the Priority Dispatch Report.

6. Exit Priority Dispatch Report.

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Conclusion

Congratulations! You have completed the Advanced Scheduling course.

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ConclusionAdvanced Planning and Scheduling (APS)

Additional information is available at the Education andDocumentation areas of the EPICweb Customer Portal. To access

this site, you need a Site ID and an EPICweb account. To create anaccount, go to http://support.epicor.com.

http://support.epicor.com

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